Exponent Inc (EXPO) Ownership

95.05 ↑0.00 (0.00%)

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

Institutions
Mutual Funds

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Exponent Inc (EXPO), owning a total of 6 million shares. Combined, the top 27 institutional holders of EXPO own 79.70% of the company with a total of 40.5 million shares.

In the latest ownership report on September 30th 2024, the top 27 institutional holders increased their combined ownership of EXPO by 7 thousand shares. 2 institutions bought 70,596 total additional shares and increased their ownership by an average of 1.66%. However 1 institutions sold 63,353 total shares and decreased their ownership by an average of 6.69%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Exponent increased by a net total of 7,243 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Conestoga Capital Advisors, LLC	5.529%	1.565%	2,806,517	43,257	2024-09-30
Geneva Capital Management	3.134%	1.749%	1,590,804	27,339	2024-09-30
Riverbridge Partners LLC	1.741%	-6.689%	883,792	-63,353	2024-09-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
BlackRock Inc	11.794%	1.739%	5,986,944	102,346	2024-06-30
Vanguard Group Inc	10.367%	-0.450%	5,262,859	-23,793	2024-06-30
Kayne Anderson Rudnick Investment Management LLC	9.141%	6.523%	4,640,600	284,179	2024-06-30
Conestoga Capital Advisors, LLC	5.529%	1.565%	2,806,517	43,257	2024-09-30
Neuberger Berman Group LLC	4.847%	-4.036%	2,460,776	-103,482	2024-06-30
State Street Corp	3.598%	1.400%	1,826,669	25,213	2024-06-30
State Street Corporation	3.551%	3.005%	1,801,456	52,551	2024-03-31
Morgan Stanley - Brokerage Accounts	3.297%	-6.324%	1,673,666	-112,990	2024-06-30
Geneva Capital Management	3.134%	1.749%	1,590,804	27,339	2024-09-30
Geode Capital Management, LLC	2.830%	6.511%	1,436,553	87,810	2024-06-30
Amvescap Plc.	2.167%	5.042%	1,099,793	52,788	2024-06-30
Dimensional Fund Advisors, Inc.	2.008%	0.603%	1,019,085	6,108	2024-06-30
Fundsmith LLP	2.006%	-3.049%	1,018,098	-32,022	2024-06-30
Riverbridge Partners LLC	1.741%	-6.689%	883,792	-63,353	2024-09-30
Northern Trust Corp	1.470%	1.250%	746,148	9,211	2024-06-30
Wells Fargo & Co	1.460%	0.902%	740,962	6,622	2024-06-30
T. Rowe Price Associates, Inc.	1.227%	-1.541%	623,764	-9,760	2023-06-30
Millennium Management LLC	1.149%	2,790.900%	584,165	563,958	2023-03-31
NORGES BANK	1.137%	10.944%	576,973	56,913	2024-06-30
GW&K Investment Management, LLC	1.108%	0.996%	562,208	5,544	2024-06-30
Bank of New York Mellon Corp	1.053%	3.455%	534,520	17,849	2024-06-30
Ameriprise Financial Inc	1.018%	-56.221%	516,574	-663,379	2024-06-30
Charles Schwab Investment Management Inc	1.006%	3.587%	510,449	17,677	2024-06-30
Raymond James & Associates	0.923%	0.205%	467,984	957	2024-03-31
Eulav Asset Management	0.729%	9.292%	370,500	31,500	2023-03-31
Atlanta Capital Management Company,LLC	0.725%	-4.900%	367,088	-18,912	2022-09-30
Nuveen Asset Management, LLC	0.690%	9.010%	349,546	28,892	2022-06-30

Mutual Fund Ownership

iShares Core S&P Small-Cap ETF is the biggest individual fund holder of Exponent Inc (EXPO), owning a total of 3.8 million shares. Combined, the top 38 mutual fund holders of EXPO own 56.71% of the company with a total of 28.8 million shares.

In the latest ownership report on October 31st 2024, the top 38 fund holders increased their combined ownership of EXPO by 2 thousand shares. 2 funds bought 1,254 total additional shares and increased their ownership by an average of 0.07%. However 1 funds sold 2,912 total shares and decreased their ownership by an average of 0.22%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Exponent decreased by a net total of -1,658 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 Mid-Cap ETF	3.146%	0.054%	1,597,241	864	2024-10-31
iShares Russell 2000 ETF	2.548%	-0.225%	1,293,265	-2,912	2024-10-31
iShares Russell 2000 Growth ETF	0.887%	0.000%	450,293	0	2024-10-31
Invesco S&P MidCap Quality ETF	0.880%	0.087%	446,530	390	2024-10-31
Global X US Infrastructure Dev ETF	0.617%	0.000%	313,313	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	7.535%	0.008%	3,815,633	294	2023-02-28
Conestoga Small Cap Investors	3.263%	2.761%	1,656,230	44,500	2024-09-30
iShares Core S&P Mid-Cap ETF	3.146%	0.054%	1,597,241	864	2024-10-31
Vanguard Total Stock Mkt Idx Inv	3.137%	0.088%	1,592,363	1,397	2024-09-30
Vanguard Instl Ttl Stck Mkt Idx Tr	3.087%	1.145%	1,562,763	17,686	2023-03-31
Neuberger Berman Genesis Inv	3.028%	-2.621%	1,537,338	-41,370	2024-09-30
iShares Russell 2000 ETF	2.548%	-0.225%	1,293,265	-2,912	2024-10-31
Vanguard Small Cap Index	2.502%	-0.918%	1,269,864	-11,764	2024-09-30
Smithson Investment Trust Ord	2.006%	0.000%	1,018,098	0	2024-06-30
Virtus KAR Mid-Cap Core I	1.646%	4.542%	835,332	36,290	2024-06-30
Vanguard Institutional Extnd Mkt Idx Tr	1.499%	-1.994%	760,745	-15,476	2024-09-30
Vanguard Small Cap Growth Index Inv	1.379%	-1.099%	700,239	-7,780	2024-09-30
Vanguard Extended Market Index Investor	1.365%	-0.018%	694,160	-122	2023-08-31
Invesco Global Multi Cap Growth	1.280%	6.387%	649,621	39,001	2024-06-30
Invesco Global Opportunities A	1.280%	0.000%	649,621	0	2024-09-30
Conestoga Small Cap Growth	1.257%	-0.925%	638,032	-5,956	2024-09-30
Fidelity Small Cap Index	1.019%	-2.504%	517,047	-13,279	2024-08-31
Nationwide Geneva Small Cap Gr Instl Svc	0.980%	-2.634%	497,709	-13,465	2024-09-30
Fidelity® Small Cap Index	0.964%	2.788%	488,072	13,238	2023-10-31
Virtus KAR Small-Mid Cap Core R6	0.919%	2.923%	466,662	13,251	2024-06-30
Vanguard Tax-Managed Small Cap Adm	0.913%	0.000%	462,494	0	2023-02-28
T. Rowe Price Integrated US SmCapGrEq	0.893%	0.000%	453,216	453,216	2024-03-31
T. Rowe Price QM US Small-Cap Gr Eq	0.895%	0.443%	453,216	2,000	2023-03-31
iShares Russell 2000 Growth ETF	0.887%	0.000%	450,293	0	2024-10-31
TRP Integrated US Small-Cap Gr Eq	0.881%	-1.192%	447,816	-5,400	2023-06-30
Invesco S&P MidCap Quality ETF	0.880%	0.087%	446,530	390	2024-10-31
SPDR® S&P MIDCAP 400 ETF Trust	0.798%	0.153%	404,891	619	2024-09-30
iShares S&P Small-Cap 600 Growth ETF	0.770%	-0.380%	390,171	-1,490	2023-02-28
Columbia Acorn Inst	0.693%	11.622%	350,223	36,466	2024-02-29
DFA US Small Cap I	0.660%	-6.028%	334,381	-21,451	2024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C	0.628%	0.632%	318,568	2,000	2024-09-30
Global X US Infrastructure Dev ETF	0.617%	0.000%	313,313	0	2024-10-31
Columbia Small Cap Growth	0.581%	155.685%	294,081	179,064	2023-10-31
Columbia Small Cap Growth Inst	0.581%	0.000%	294,081	0	2023-11-30
Columbia Small Cap Growth SMA Cmp	0.581%	155.685%	294,081	179,064	2023-10-31
SPDR® Portfolio S&P 600 Sm Cap ETF	0.556%	0.000%	281,520	0	2023-02-28
Fidelity® Extended Market Index	0.534%	2.303%	270,499	6,089	2023-10-31
State St S&P Midcap® Indx SL Cl II	0.526%	0.000%	267,600	0	2023-05-31