Edgewell Personal Care Co (EPC) Ownership

35.97 ↑0.96 (2.74%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Edgewell Personal Care Co (EPC), owning a total of 7.7 million shares. Combined, the top 33 institutional holders of EPC own 108.30% of the company with a total of 53.6 million shares.

In the latest ownership report on September 30th 2024, the top 33 institutional holders increased their combined ownership of EPC by 178 thousand shares. 6 institutions bought 314,496 total additional shares and increased their ownership by an average of 3.43%. However 3 institutions sold 136,836 total shares and decreased their ownership by an average of 4.52%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Edgewell Personal Care Co increased by a net total of 177,660 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.712%	0.010%	5,775,010	557	2024-09-30
Dimensional Fund Advisors, Inc.	7.293%	-0.680%	3,596,246	-24,619	2024-09-30
American Century Companies Inc	6.405%	0.746%	3,158,482	23,395	2024-09-30
Fuller & Thaler Asset Management Inc	4.275%	12.577%	2,107,883	235,483	2024-09-30
LSV Asset Management	2.214%	1.920%	1,091,921	20,567	2024-09-30
Gabelli Funds LLC	1.720%	-9.884%	847,925	-93,000	2024-09-30
Charles Schwab Investment Management Inc	1.579%	2.936%	778,689	22,209	2024-09-30
William Blair Investment Management, LLC	1.268%	-2.981%	625,376	-19,217	2024-09-30
Northern Trust Corp	1.057%	2.413%	521,314	12,285	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	15.561%	-2.444%	7,673,234	-192,237	2024-06-30
Novo A/S	12.867%	0.000%	6,344,430	6,344,430	2024-03-31
Vanguard Group Inc	11.712%	0.010%	5,775,010	557	2024-09-30
Dimensional Fund Advisors, Inc.	7.293%	-0.680%	3,596,246	-24,619	2024-09-30
American Century Companies Inc	6.405%	0.746%	3,158,482	23,395	2024-09-30
Fuller & Thaler Asset Management Inc	4.275%	12.577%	2,107,883	235,483	2024-09-30
Banco Santander Central Hispano Sa	4.219%	-16.559%	2,080,542	-412,881	2024-06-30
State Street Corporation	3.954%	-0.802%	1,949,695	-15,768	2024-03-31
State Street Corp	3.929%	-0.626%	1,937,490	-12,205	2024-06-30
Apg All Pensions Group	3.584%	-1.012%	1,767,129	-18,060	2024-06-30
Brandes Investment Partners & Co	3.102%	19.746%	1,529,647	252,235	2024-06-30
APG Asset Management	2.942%	-14.835%	1,505,498	-262,245	2022-12-31
Geode Capital Management, LLC	2.278%	2.688%	1,123,196	29,397	2024-06-30
LSV Asset Management	2.214%	1.920%	1,091,921	20,567	2024-09-30
Gamco Investors, Inc. Et Al	1.973%	-2.507%	972,669	-25,014	2024-06-30
Gabelli Funds LLC	1.720%	-9.884%	847,925	-93,000	2024-09-30
DePrince Race & Zollo Inc	1.631%	20.372%	828,590	140,233	2023-03-31
Crédit Agricole S.A.	1.643%	-59.276%	810,032	-1,179,055	2024-03-31
Charles Schwab Investment Management Inc	1.579%	2.936%	778,689	22,209	2024-09-30
Morgan Stanley - Brokerage Accounts	1.577%	-6.396%	777,470	-53,122	2024-06-30
Bank of New York Mellon Corp	1.366%	17.748%	673,602	101,533	2024-06-30
JPMorgan Chase & Co	1.279%	42.071%	630,855	186,814	2024-06-30
William Blair Investment Management, LLC	1.268%	-2.981%	625,376	-19,217	2024-09-30
Millennium Management LLC	1.208%	1,746.990%	613,941	580,701	2023-06-30
FMR Inc	1.189%	461.891%	589,266	484,394	2023-12-31
Woodline Partners LP	1.084%	22.515%	550,536	101,175	2023-03-31
Northern Trust Corp	1.057%	2.413%	521,314	12,285	2024-09-30
Alberta Investment Management Corp	1.005%	-42.127%	510,498	-371,600	2023-03-31
Goldman Sachs Group Inc	0.934%	46.626%	460,288	146,368	2024-06-30
Marshall Wace Asset Management Ltd	0.880%	-19.539%	439,288	-106,674	2023-12-31
Victory Capital Management Inc.	0.865%	4.782%	432,041	19,718	2023-12-31
SEI Investments Co	0.860%	6.830%	424,159	27,119	2024-06-30
Amvescap Plc.	0.844%	11.124%	424,109	42,456	2023-09-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Edgewell Personal Care Co (EPC), owning a total of 3.1 million shares. Combined, the top 31 mutual fund holders of EPC own 55.70% of the company with a total of 27.6 million shares.

In the latest ownership report on October 31st 2024, the top 31 fund holders increased their combined ownership of EPC by 45 thousand shares. 6 funds bought 48,392 total additional shares and increased their ownership by an average of 1.62%. However 3 funds sold 3,709 total shares and decreased their ownership by an average of 0.13%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Edgewell Personal Care Co increased by a net total of 44,683 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.373%	0.099%	3,142,620	3,120	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.162%	0.163%	1,559,360	2,536	2024-10-31
iShares Russell 2000 ETF	2.578%	-0.224%	1,271,212	-2,856	2024-10-31
Vanguard Small Cap Index	2.512%	0.194%	1,238,393	2,400	2024-10-31
Vanguard Small Cap Value Index Inv	1.695%	-0.035%	835,549	-288	2024-10-31
iShares S&P Small-Cap 600 Value ETF	1.027%	0.090%	506,185	456	2024-10-31
Allspring Special Small Cap Value A	0.955%	8.432%	470,652	36,600	2024-10-31
iShares Russell 2000 Value ETF	0.949%	0.000%	468,152	0	2024-10-31
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.756%	436,932	3,280	2024-10-31
Dimensional US Targeted Value ETF	0.860%	-0.133%	424,145	-565	2024-10-31
Vanguard Tax-Managed Small Cap Adm	0.729%	0.000%	359,482	0	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Small-Cap ETF	6.373%	0.099%	3,142,620	3,120	2024-10-31
American Century U.S. Small Cap Value	4.948%	-1.414%	2,440,000	-35,000	2024-09-30
American Century Small Cap Value Inv	4.948%	-1.414%	2,440,000	-35,000	2024-09-30
FullerThaler Behavioral Small-Cap Equity	3.603%	0.000%	1,776,837	0	2024-08-31
FullerThaler Behavioral Sm-Cp Eq R6	3.603%	2.860%	1,776,837	49,400	2024-06-30
Vanguard Total Stock Mkt Idx Inv	3.162%	0.163%	1,559,360	2,536	2024-10-31
Vanguard Instl Ttl Stck Mkt Idx Tr	2.977%	-3.768%	1,512,655	-59,231	2023-03-31
iShares Russell 2000 ETF	2.578%	-0.224%	1,271,212	-2,856	2024-10-31
Vanguard Small Cap Index	2.512%	0.194%	1,238,393	2,400	2024-10-31
DFA US Small Cap Value I	1.755%	0.000%	865,383	0	2024-09-30
Vanguard Small Cap Value Index Inv	1.695%	-0.035%	835,549	-288	2024-10-31
Vanguard Institutional Extnd Mkt Idx Tr	1.453%	-4.153%	716,480	-31,044	2024-09-30
Vanguard Extended Market Index Investor	1.407%	-0.020%	714,700	-141	2023-08-31
iShares S&P Small-Cap 600 Value ETF	1.027%	0.090%	506,185	456	2024-10-31
Fidelity Small Cap Index	1.017%	-2.593%	501,493	-13,350	2024-08-31
Fidelity® Small Cap Index	0.981%	2.765%	492,940	13,265	2023-10-31
DFA US Targeted Value I	0.956%	0.000%	471,239	0	2024-09-30
Allspring Special Small Cap Value A	0.955%	8.432%	470,652	36,600	2024-10-31
iShares Russell 2000 Value ETF	0.949%	0.000%	468,152	0	2024-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.893%	-0.142%	442,719	-630	2024-05-30
SPDR® Portfolio S&P 600™ Sm Cap ETF	0.886%	0.756%	436,932	3,280	2024-10-31
Dimensional US Targeted Value ETF	0.860%	-0.133%	424,145	-565	2024-10-31
Fidelity® Select Consumer Staples Port	0.759%	-2.957%	390,600	-11,900	2022-09-30
Vanguard Tax-Managed Small Cap Adm	0.729%	0.000%	359,482	0	2024-10-31
American Century US Small Cap Val Eq Tr	0.706%	2.435%	348,200	8,276	2024-09-30
Gabelli Dividend & Income	0.688%	0.000%	341,000	0	2023-12-31
Gabelli Asset AAA	0.678%	-6.665%	336,100	-24,000	2024-03-31
SPDR® S&P 600 Small Cap Value ETF	0.678%	0.000%	335,719	0	2024-05-31
DFA US Micro Cap I	0.669%	-7.313%	333,966	-26,348	2024-02-29
Vanguard Consumer Staples ETF	0.628%	0.301%	321,318	965	2023-04-30
American Beacon Small Cp Val R5	0.626%	-3.484%	320,431	-11,567	2023-04-30