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Eagle Materials Inc

EXP
Exchange
NYSE
Industry
Cement, Hydraulic
SEC CIK
0000918646

In the last 90 days, Eagle Materials Inc insiders filed 0 open-market purchases and 2 sales; 537 institutions reported holding it in 13F filings for Q2 2026, worth $7.39B in total; superinvestors Baupost Group and Markel Group hold it.

13F holders, Q4 2025

Institutional positions in Eagle Materials Inc as of Dec 31, 2025. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
494
+12 vs. Q3 2025
Shares held
32.1M
+8.97K (0.0%) vs. Q3 2025
Total value
$6.64B
−$838.0M (−11.2%) vs. Q3 2025
New holders
73
163 more added
Sold out
61
187 more reduced

4 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 2025: new holders, sold out and not filed yet

Holders and value by quarter

Institutions reporting EXP on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ4 2025: 494 institutions
Q1 2021: 362 institutionsQ2 2021: 365 institutionsQ3 2021: 362 institutionsQ4 2021: 384 institutionsQ1 2022: 377 institutionsQ2 2022: 343 institutionsQ3 2022: 355 institutionsQ4 2022: 379 institutionsQ1 2023: 391 institutionsQ2 2023: 438 institutionsQ3 2023: 447 institutionsQ4 2023: 456 institutionsQ1 2024: 488 institutionsQ2 2024: 469 institutionsQ3 2024: 492 institutionsQ4 2024: 492 institutionsQ1 2025: 480 institutionsQ2 2025: 471 institutionsQ3 2025: 486 institutionsQ4 2025: 494 institutionsQ1 2026: 485 institutionsQ2 2026: 537 institutions
Value heldQ4 2025: $6.64B
Q1 2021: $5.39BQ2 2021: $5.68BQ3 2021: $5.23BQ4 2021: $6.39BQ1 2022: $4.75BQ2 2022: $3.87BQ3 2022: $3.76BQ4 2022: $4.49BQ1 2023: $4.95BQ2 2023: $6.25BQ3 2023: $5.51BQ4 2023: $6.72BQ1 2024: $9.01BQ2 2024: $7.27BQ3 2024: $9.73BQ4 2024: $8.23BQ1 2025: $7.47BQ2 2025: $6.54BQ3 2025: $7.48BQ4 2025: $6.64BQ1 2026: $6.03BQ2 2026: $7.39B
Institutions holding EXP and their total value by quarter
QuarterHoldersValue
Q2 2026537$7.39B
Q1 2026485$6.03B
Q4 2025494$6.64B
Q3 2025486$7.48B
Q2 2025471$6.54B
Q1 2025480$7.47B
Q4 2024492$8.23B
Q3 2024492$9.73B
Q2 2024469$7.27B
Q1 2024488$9.01B
Q4 2023456$6.72B
Q3 2023447$5.51B
Q2 2023438$6.25B
Q1 2023391$4.95B
Q4 2022379$4.49B
Q3 2022355$3.76B
Q2 2022343$3.87B
Q1 2022377$4.75B
Q4 2021384$6.39B
Q3 2021362$5.23B
Q2 2021365$5.68B
Q1 2021362$5.39B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Eagle Materials Inc; share changes are against Q3 2025.

Institutions holding EXP in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Thrivent Financial for Lutherans8,580$1.77M0.00%−2,808−24.7%Reduced
Bridges Investment Management Inc8,764$1.81M0.02%+279+3.3%Added
Engineers Gate Manager LP8,872$1.83M0.02%+5,920+200.5%Added
Louisiana State Employees Retirement System8,900$1.84M0.03%−100−1.1%Reduced
Westport Asset Management Inc8,000$1.86M0.78%00.0%Unchanged
Arizona State Retirement System9,042$1.87M0.01%−614−6.4%Reduced
Marnell Management LLC9,050$1.87M1.42%+9,050New
Quest Partners LLC9,099$1.88M0.11%+9,099New
Quantinno Capital Management LP9,550$1.97M0.00%+4,454+87.4%Added
Aquatic Capital Management LLC9,749$2.01M0.06%−3,308−25.3%Reduced
Federation des caisses Desjardins du Quebec9,860$2.04M0.01%+2,505+34.1%Added
Teachers Retirement System of the State of Kentucky10,186$2.10M0.02%−1,000−8.9%Reduced
Verition Fund Management LLC10,185$2.11M0.01%+5,851+135.0%Added
Entropy Technologies, LP10,257$2.12M0.11%+2,096+25.7%Added
Public Employees Retirement System of Ohio10,311$2.13M0.01%+272+2.7%Added
Schonfeld Strategic Advisors LLC10,517$2.17M0.01%+8,979+583.8%Added
Madison Asset Management, LLC10,544$2.18M0.03%+2,066+24.4%Added
Tudor Investment Corp Et Al10,896$2.25M0.01%+10,896New
BNP Paribas Arbitrage, SA10,928$2.26M0.00%−8,058−42.4%Reduced
State of New Jersey Common Pension Fund D10,943$2.26M0.01%−746−6.4%Reduced
Yousif Capital Management, LLC10,238$2.32M0.03%−290−2.8%Reduced
HSBC Holdings PLC11,124$2.32M0.00%+11,124New
Tectonic Advisors LLC11,529$2.38M0.13%+2,309+25.0%Added
Lighthouse Investment Partners, LLC11,529$2.38M0.08%−22,788−66.4%Reduced
Paralel Advisors LLC12,054$2.49M0.10%00.0%Unchanged
State of Tennessee, Treasury Department12,436$2.53M0.01%+483+4.0%Added
LPL Financial LLC12,370$2.56M0.00%−5,856−32.1%Reduced
Sprucegrove Investment Management Ltd12,400$2.56M0.31%+11,700+1,671.4%Added
Advisory Research Inc13,176$2.72M0.34%−768−5.5%Reduced
Police & Firemen's Retirement System of New Jersey13,192$2.73M0.02%−1,228−8.5%Reduced
Treasurer of the State of North Carolina13,309$2.75M0.01%−1,142−7.9%Reduced
Mutual of America Capital Management LLC13,344$2.76M0.03%−1,642−11.0%Reduced
Mariner, LLC13,530$2.80M0.00%+6,817+101.5%Added
Creative Planning13,913$2.88M0.00%+3,161+29.4%Added
Stifel Financial Corp13,915$2.88M0.00%−3,677−20.9%Reduced
Walleye Capital LLC14,071$2.91M0.02%+13,793+4,961.5%Added
Davidson Capital Management Inc.14,190$2.93M0.63%−215−1.5%Reduced
Amalgamated Bank14,478$2.99M0.02%−473−3.2%Reduced
Markel Group Inc.SuperinvestorMarkel Group14,750$3.05M0.02%00.0%Unchanged
Harvey Investment Co LLC14,845$3.07M0.33%−30−0.2%Reduced
Hudson Bay Capital Management LP15,167$3.13M0.02%−10,474−40.8%Reduced
Umb Bank N A15,405$3.18M0.04%+93+0.6%Added
First Dallas Securities Inc.15,698$3.24M1.21%−784−4.8%Reduced
MetLife Investment Management15,756$3.26M0.02%−1,009−6.0%Reduced
Nisa Investment Advisors, LLC16,107$3.33M0.01%+40.0%Added
Bastion Asset Management Inc.16,350$3.37M1.86%−11,299−40.9%Reduced
Quadrature Capital Ltd16,403$3.39M0.03%+16,403New
Horizon Kinetics Asset Management LLC16,743$3.46M0.05%−2,023−10.8%Reduced
Sit Investment Associates Inc16,835$3.48M0.07%00.0%Unchanged
Dark Forest Capital Management LP16,877$3.49M0.16%+16,877New
Concentric Capital Strategies, LP17,413$3.60M0.19%−16,255−48.3%Reduced
Cerity Partners LLC17,851$3.69M0.01%+5,425+43.7%Added
1832 Asset Management L.P.18,770$3.88M0.00%+16,382+686.0%Added
Covea Finance19,000$3.93M0.13%00.0%Unchanged
Grantham, Mayo, Van Otterloo & Co. LLC19,247$3.98M0.01%+19,247New
Universal- Beteiligungs- und Servicegesellschaft mbH19,281$3.98M0.01%−9,538−33.1%Reduced
Great West Life Assurance Co19,582$4.04M0.01%−625−3.1%Reduced
Capital Fund Management S.A.19,778$4.09M0.04%+19,778New
Cramer Rosenthal McGlynn LLC20,281$4.19M0.27%−21,694−51.7%Reduced
Comerica Bank20,390$4.21M0.02%−30,778−60.2%Reduced
Harber Asset Management LLC20,493$4.24M1.78%+1,739+9.3%Added
XTX Topco Ltd20,814$4.30M0.11%+20,814New
Ballast Asset Management, LP21,473$4.44M2.10%−707−3.2%Reduced
Manufacturers Life Insurance Company, The22,450$4.64M0.00%−815−3.5%Reduced
New Age Alpha Advisors, LLC22,495$4.65M0.20%+15,152+206.3%Added
Boothbay Fund Management, LLC22,524$4.66M0.12%−14,610−39.3%Reduced
Bretton Capital Management, LLC23,100$4.77M4.00%00.0%Unchanged
Meixler Investment Management, Ltd.23,259$4.81M2.92%+3,170+15.8%Added
Holocene Advisors, LP24,228$5.01M0.01%+716+3.0%Added
Barrow Hanley Mewhinney & Strauss LLC24,282$5.02M0.02%−13,733−36.1%Reduced
Oppenheimer Asset Management Inc.24,295$5.02M0.06%+10,980+82.5%Added
Natixis24,389$5.04M0.02%+24,389New
Reinhart Partners, Inc.25,476$5.27M0.16%−9,545−27.3%Reduced
Russell Investments Group, Ltd.26,029$5.38M0.01%+87+0.3%Added
Citigroup Inc26,097$5.39M0.00%+3,836+17.2%Added
King Luther Capital Management Corp26,271$5.43M0.02%−3,822−12.7%Reduced
12th Street Asset Management Company, LLC26,950$5.57M0.92%+110.0%Added
Highland Capital Management, LLC27,500$5.68M0.28%−1,310−4.5%Reduced
Lazard Asset Management LLC27,504$5.68M0.01%−12,690−31.6%Reduced
Hamilton Point Investment Advisors, LLC27,796$5.75M0.87%+9,096+48.6%Added
John G Ullman & Associates Inc28,330$5.86M0.78%+3,830+15.6%Added
Advisors Asset Management, Inc.28,710$5.93M0.10%−1,583−5.2%Reduced
Millennium Management LLC28,875$5.97M0.00%+17,159+146.5%Added
Van Eck Associates Corp29,199$6.04M0.00%−1,022−3.4%Reduced
SG Americas Securities, LLC29,395$6.08M0.01%+27,463+1,421.5%Added
Rafferty Asset Management, LLC30,202$6.24M0.02%+3,964+15.1%Added
California State Teachers Retirement System30,667$6.34M0.01%−1,330−4.2%Reduced
Deutsche Bank AG31,935$6.60M0.00%−879−2.7%Reduced
Hi-Line Capital Management, LLC32,728$6.77M2.25%+1,930+6.3%Added
SG Capital Management LLC33,104$6.84M0.75%+33,104New
Two Sigma Advisers, LP33,300$6.88M0.01%−27,400−45.1%Reduced
New York State Teachers Retirement System34,069$7.04M0.01%−1,402−4.0%Reduced
Royal Bank of Canada35,169$7.27M0.00%−20,243−36.5%Reduced
Trexquant Investment LP35,913$7.42M0.07%+35,913New
Loomis Sayles & Co L P36,108$7.46M0.01%−24,291−40.2%Reduced
Voloridge Investment Management, LLC36,162$7.47M0.03%+15,272+73.1%Added
Hallstatt Advisors L.P.36,279$7.50M5.59%+36,279New
State Board of Administration of Florida Retirement System36,400$7.52M0.01%−1,390−3.7%Reduced
Captrust Financial Advisors36,824$7.61M0.01%−1,397−3.7%Reduced
Retirement Systems of Alabama38,482$7.95M0.03%−750−1.9%Reduced