Equitrans Midstream Corp (ETRN) Ownership

12.42 ↑0.00 (0.00%)
As of July 19, 2024, 3:59pm EST.

Institutional Ownership

BlackRock Inc is the biggest individual institutional holder of Equitrans Midstream Corp (ETRN), owning a total of 54.7 million shares. Combined, the top 43 institutional holders of ETRN own 92.86% of the company with a total of 403.6 million shares.

In the latest ownership report on June 30th 2024, the top 43 institutional holders increased their combined ownership of ETRN by 19.2 million shares. 16 institutions bought 26,562,057 total additional shares and increased their ownership by an average of 64.44%. However 5 institutions sold 7,343,580 total shares and decreased their ownership by an average of 14.13%.

Overall this is a positive sign as the number of shares owned by the top 20 institutional holders of Equitrans Midstream Corp increased by a net total of 19,218,477 in the latest quarter.

Institution Ownership Chart

Your browser does not support this chart.

Latest Institutional Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.580%-0.193%54,724,126-105,5402024-06-30
Vanguard Group Inc10.487%0.118%45,620,17553,8452024-06-30
Capital Research & Mgmt Co - Division 37.949%-0.934%34,581,129-326,0732024-06-30
State Street Corp3.653%-0.024%15,890,346-3,8562024-06-30
UBS O'Connor LLC2.630%595.748%11,441,6379,797,1292024-06-30
Geode Capital Management, LLC2.431%7.372%10,572,951725,8842024-06-30
Millennium Management LLC1.853%9.241%8,061,864681,9662024-06-30
KEY GROUP HOLDINGS (CAYMAN), LTD.1.748%0.000%7,603,11502024-06-30
Tortoise Midstream Energy Fund, Inc.1.509%0.027%6,564,2501,7502024-06-30
Bank of New York Mellon Corp1.505%1.878%6,546,914120,6642024-06-30
Dimensional Fund Advisors, Inc.1.384%-15.751%6,018,268-1,125,1942024-06-30
Cnh Partners, LLC1.371%5.280%5,965,018299,1412024-06-30
Westchester Capital Management LLC1.363%80.936%5,928,9722,652,1462024-06-30
NORGES BANK1.255%10.930%5,458,562537,8142024-06-30
Adage Capital Partners Gp LLC1.187%36.398%5,164,7611,378,2272024-06-30
Northern Trust Corp1.186%2.929%5,157,988146,7942024-06-30
UBS Group AG1.171%33.235%5,095,2871,271,0062024-06-30
Morgan Stanley - Brokerage Accounts1.144%-53.746%4,976,845-5,782,9172024-06-30
Omni Event Management Ltd1.107%0.000%4,816,0684,816,0682024-06-30
OMERS Administration Corp.1.083%224.803%4,709,0003,259,2002024-06-30
Goldman Sachs Group Inc1.030%21.102%4,478,826780,4232024-06-30
Swank Energy Income Advisors, LP0.938%0.990%4,080,15040,0002024-06-30

Top Institutions

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
BlackRock Inc12.580%-0.193%54,724,126-105,5402024-06-30
Vanguard Group Inc10.487%0.118%45,620,17553,8452024-06-30
Capital Research & Mgmt Co - Division 37.949%-0.934%34,581,129-326,0732024-06-30
State Street Corporation3.654%1.755%15,894,202274,1202024-03-31
State Street Corp3.653%-0.024%15,890,346-3,8562024-06-30
UBS O'Connor LLC2.630%595.748%11,441,6379,797,1292024-06-30
Brookfield Asset Management Inc2.454%-8.784%10,618,778-1,022,6312022-06-30
Geode Capital Management, LLC2.431%7.372%10,572,951725,8842024-06-30
Brookfield Corp2.380%-19.035%10,309,617-2,423,7412023-09-30
Zimmer Partners LP1.972%-4.446%8,550,000-397,8002023-12-31
Millennium Management LLC1.853%9.241%8,061,864681,9662024-06-30
Salient Capital Advisors, LLC1.840%38.408%7,992,4392,217,8802022-09-30
Hotchkis & Wiley Capital Management LLC1.829%28.483%7,931,3701,758,2702023-12-31
KEY GROUP HOLDINGS (CAYMAN), LTD.1.748%0.000%7,603,11502024-06-30
Jennison Associates LLC1.717%461.056%7,428,8146,104,7362022-09-30
Amvescap Plc.1.625%-33.358%7,068,904-3,538,4302024-03-31
Tortoise Midstream Energy Fund, Inc.1.509%0.027%6,564,2501,7502024-06-30
Bank of New York Mellon Corp1.505%1.878%6,546,914120,6642024-06-30
T. Rowe Price Associates, Inc.1.465%9.609%6,352,101556,8722023-12-31
Dimensional Fund Advisors, Inc.1.384%-15.751%6,018,268-1,125,1942024-06-30
Cnh Partners, LLC1.371%5.280%5,965,018299,1412024-06-30
Westchester Capital Management LLC1.363%80.936%5,928,9722,652,1462024-06-30
Nomura Holdings Inc1.318%0.000%5,711,1125,711,1122023-06-30
NORGES BANK1.255%10.930%5,458,562537,8142024-06-30
Citadel Advisors Llc1.251%286.076%5,420,6324,016,6012023-03-31
Westwood Holdings Group Inc1.232%-5.155%5,359,252-291,2792024-03-31
Blackstone Inc1.196%-11.619%5,201,259-683,7942024-03-31
Adage Capital Partners Gp LLC1.187%36.398%5,164,7611,378,2272024-06-30
Northern Trust Corp1.186%2.929%5,157,988146,7942024-06-30
Aventail Capital Group, LP1.181%698.568%5,116,4224,475,7222023-09-30
UBS Group AG1.171%33.235%5,095,2871,271,0062024-06-30
Morgan Stanley - Brokerage Accounts1.144%-53.746%4,976,845-5,782,9172024-06-30
D. E. Shaw & Co LP1.126%-33.102%4,898,232-2,423,7422024-03-31
Omni Event Management Ltd1.107%0.000%4,816,0684,816,0682024-06-30
OMERS Administration Corp.1.083%224.803%4,709,0003,259,2002024-06-30
Ameriprise Financial Inc1.083%1.557%4,692,44771,9252023-03-31
Recurrent Investment Advisors, LLC1.076%0.567%4,679,37826,3852024-03-31
Goldman Sachs Group Inc1.030%21.102%4,478,826780,4232024-06-30
Mirae Asset Global Investments (Korea) Co Ltd1.023%-11.393%4,431,847-569,8262023-09-30
Berkley W R Corp1.017%13.017%4,406,918507,5742023-06-30
JPMorgan Chase & Co0.985%56.606%4,286,1961,549,2732024-03-31
Swank Energy Income Advisors, LP0.938%0.990%4,080,15040,0002024-06-30
Charles Schwab Investment Management Inc0.871%2.432%3,774,76189,6052022-12-31

Mutual Fund Ownership

American Funds Capital Income Bldr A is the biggest individual fund holder of Equitrans Midstream Corp (ETRN), owning a total of 16.2 million shares. Combined, the top 45 mutual fund holders of ETRN own 56.81% of the company with a total of 246.8 million shares.

In the latest ownership report on June 30th 2024, the top 45 fund holders increased their combined ownership of ETRN by 8.6 million shares. 14 funds bought 12,691,606 total additional shares and increased their ownership by an average of 17.29%. However 7 funds sold 4,066,287 total shares and decreased their ownership by an average of 7.16%.

Overall this is a positive sign as the number of shares owned by the top 20 mutual funds holding Equitrans Midstream Corp increased by a net total of 8,625,319 in the latest report.

Mutual Funds Chart

Your browser does not support this chart.

Latest Mutual Fund Ownership Changes

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Capital Income Bldr A3.715%-14.371%16,160,669-2,712,3122024-06-30
Capital Group Fundamental Invtrs Comp3.457%7.815%15,037,1731,089,9822024-06-30
American Funds Fundamental Invs A3.457%7.815%15,037,1731,089,9822024-06-30
Vanguard Total Stock Mkt Idx Inv3.006%0.055%13,078,4367,2002024-06-30
Vanguard Small Cap Index2.381%-1.463%10,355,776-153,7062024-06-30
Vanguard Small Cap Value Index Inv1.602%-0.969%6,969,312-68,2052024-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.509%0.453%6,565,78229,6212024-06-30
Tortoise Energy Infrastructure TR Ins1.261%0.000%5,485,14302024-06-30
The Merger Fund A1.135%104.568%4,938,9822,524,6302024-06-30
Fidelity Small Cap Index1.037%3.561%4,510,470155,0952024-06-30
SPDR® S&P MIDCAP 400 ETF Trust0.801%-2.386%3,482,152-85,0962024-06-30
Westwood Salient MLP & Engy Infras Inst0.755%-6.059%3,282,633-211,7182024-06-30
NYLI Cushing® MLP Premier Class I0.690%0.000%3,000,00002024-06-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.638%3.475%2,775,49593,2002024-06-30
First Trust Merger Arbitrage Cl I0.623%0.000%2,711,3432,711,3432024-06-30
AQR Diversified Arbitrage I0.607%14.972%2,642,185344,0632024-06-30
Invesco SteelPath MLP Select 40 Y0.601%-23.420%2,615,838-800,0002024-06-30
Fidelity Extended Market Index0.568%0.786%2,472,01219,2812024-06-30
Vanguard Energy ETF0.554%-1.442%2,409,245-35,2502024-06-30
Calamos Market Neutral Income A0.464%98.199%2,018,3421,000,0002024-06-30
Capital Group PCS Global Equity Comp0.416%0.000%1,809,9201,809,9202024-06-30
American Funds Global Insight F-30.416%0.000%1,809,9201,809,9202024-06-30
Vanguard High Dividend Yield ETF0.404%0.421%1,756,4967,3692024-06-30

Top Mutual Funds

OwnerPercent OwnedPercent ChangeShares OwnedShare ChangeDate Reported
American Funds Capital Income Bldr A3.715%-14.371%16,160,669-2,712,3122024-06-30
Capital Group Fundamental Invtrs Comp3.457%7.815%15,037,1731,089,9822024-06-30
American Funds Fundamental Invs A3.457%7.815%15,037,1731,089,9822024-06-30
iShares Core S&P Mid-Cap ETF3.106%0.166%13,511,22122,3252024-06-28
Vanguard Instl Ttl Stck Mkt Idx Tr3.089%1.453%13,381,206191,6632023-03-31
Vanguard Total Stock Mkt Idx Inv3.006%0.055%13,078,4367,2002024-06-30
iShares Russell 2000 ETF2.425%3.311%10,548,954338,1162024-06-28
Vanguard Small Cap Index2.381%-1.463%10,355,776-153,7062024-06-30
T. Rowe Price Mid-Cap Value1.821%-58.529%7,889,471-11,134,4812023-03-31
T. Rowe Price US Mid-Cap Value Equity1.821%-58.529%7,889,471-11,134,4812023-03-31
Vanguard Small Cap Value Index Inv1.602%-0.969%6,969,312-68,2052024-06-30
Vanguard Institutional Extnd Mkt Idx Tr1.509%0.453%6,565,78229,6212024-06-30
Vanguard Extended Market Index Investor1.375%-0.018%5,958,608-1,0432023-08-31
Tortoise MLP & Pipeline Instl1.273%0.000%5,510,14702022-12-31
Tortoise Energy Infrastructure TR Ins1.261%0.000%5,485,14302024-06-30
The Merger Fund A1.135%104.568%4,938,9822,524,6302024-06-30
Center Coast Brookfield Midstream Foc I1.097%-17.924%4,756,449-1,038,7452023-09-30
Fidelity Small Cap Index1.037%3.561%4,510,470155,0952024-06-30
Fidelity® Small Cap Index0.971%2.801%4,206,644114,6292023-10-31
PGIM Jennison Utility B0.905%0.000%3,918,44102022-11-30
T. Rowe Price U.S. Mid-Cap Val Eq Tr-Z0.881%-54.886%3,817,463-4,644,4192023-03-31
Global X MLP & Energy Infrastructure ETF0.829%0.356%3,605,47912,8042024-06-28
SPDR® S&P MIDCAP 400 ETF Trust0.801%-2.386%3,482,152-85,0962024-06-30
BlackRock Event Driven Equity Instl0.788%25.599%3,428,026698,6902024-05-31
American Funds SMALLCAP World A0.782%0.000%3,390,44702023-12-31
Capital Group Core Equity Composite0.769%-13.786%3,330,141-532,4812023-09-30
American Funds IS® Growth-Income 10.769%-13.786%3,330,141-532,4812023-09-30
Westwood Salient MLP & Engy Infras Inst0.755%-6.059%3,282,633-211,7182024-06-30
iShares Russell 2000 Value ETF0.705%11.078%3,067,049305,8722024-06-28
Avantis® U.S. Small Cap Value ETF0.695%0.000%3,010,01702023-07-29
NYLI Cushing® MLP Premier Class I0.690%0.000%3,000,00002024-06-30
MainStay Cushing® MLP Premier I0.690%-24.623%3,000,000-980,0002024-03-31
Avantis US Small Cap Value ETF0.642%0.000%2,785,00302024-04-30
Recurrent MLP & Infrastructure Class I0.640%-35.777%2,782,350-1,550,0002024-04-30
Recurrent MLP & Infrastructure0.642%-36.073%2,782,350-1,570,0002024-04-30
State St Russell Sm/Mid Cp® Indx NL Cl C0.638%3.475%2,775,49593,2002024-06-30
First Trust Merger Arbitrage Cl I0.623%0.000%2,711,3432,711,3432024-06-30
AQR Diversified Arbitrage I0.607%14.972%2,642,185344,0632024-06-30
Invesco SteelPath MLP Select 40 Y0.601%-23.420%2,615,838-800,0002024-06-30
Fidelity Extended Market Index0.568%0.786%2,472,01219,2812024-06-30
Vanguard Energy ETF0.554%-1.442%2,409,245-35,2502024-06-30
Calamos Market Neutral Income A0.464%98.199%2,018,3421,000,0002024-06-30
Capital Group PCS Global Equity Comp0.416%0.000%1,809,9201,809,9202024-06-30
American Funds Global Insight F-30.416%0.000%1,809,9201,809,9202024-06-30
Vanguard High Dividend Yield ETF0.404%0.421%1,756,4967,3692024-06-30

Discussions

Please log in or register to share your thoughts.

kairaae10/20/24 05:03am

$ETRN the best advice has been no stop losses. Would have cost a fortune!!!

0 Like Report
breakthisgrip8/26/23 02:02am

$ETRN Markets about as efficient as a retirement home

0 Like Report