Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: During the third quarter of each year, Mr. Ergen receives an annuity amount from the 2025 July GRAT, assuming that the 2025 July GRAT has not expired. The number of shares of Class B Common Stock to be distributed as an annuity payment is based in part on the price of the Class A Common Stock on the distribution date and therefore cannot be calculated until the date of distribution. In addition to shares of Class B Common Stock, the annuity payments (and their associated timing) may include, and be based upon, amounts generated from the holdings of the 2025 July GRAT including, among other things, stock recapitalizations or dividends pai…Read the filing ↗
ECHOEchoStar
EchoStar Corporation is a holding company that was organized in October 2007 as a corporation under the laws of the State of Nevada. 10-K, Item 1
- Employees
- 12,100
- Headquarters
- Englewood, CO
- CEO
- Cantey Ergen
Who owns ECHO
49% of the shares are held by institutions that file 13Fs; the rest by everyone else.
13F filings are quarterly and up to 45 days old. Insider trades: Form 4 rows coded P (bought) and S (sold) at a price, not grants or plan exercises.
Institutional ownership 13F data can be up to 45 days old
Every 13F-HR filed for the quarter ending Jun 30, 2026, from SEC's Form 13F data sets. A 13F lists the long positions of managers with more than $100M in US stocks. Two managers can report the same shares, so totals can count some shares twice.
| Holder | Shares | Value | % of company | From Mar 31, 2026 |
|---|---|---|---|---|
| BlackRock, Inc. | 12.69M | $1.3B | 3.61% | Reduced -32.5% |
| STATE STREET CORP | 10.66M | $1.1B | 3.04% | Reduced -26.7% |
| VANGUARD CAPITAL MANAGEMENT LLC | 8.84M | $897.4M | 2.52% | Added +1.7% |
| WELLINGTON MANAGEMENT GROUP LLP | 8.41M | $853.3M | 2.39% | Added +13.1% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 5.90M | $598.9M | 1.68% | Reduced -7.9% |
| Darsana Capital Partners LP | 5.00M | $507.5M | 1.42% | Reduced -28.6% |
| UBS Group AG | 4.89M | $496.1M | 1.39% | Added +42.6% |
| Arini Capital Management Ltd | 4.84M | $491.2M | 1.38% | Added +40.2% |
| GEODE CAPITAL MANAGEMENT, LLC | 3.96M | $401.2M | 1.13% | Reduced -15.1% |
| Pentwater Capital Management LP | 3.86M | $391.8M | 1.10% | Added +63.6% |
| Apollo Management Holdings, L.P. | 3.70M | $375.4M | 1.05% | Added +96.3% |
| GOLDMAN SACHS GROUP INC | 3.68M | $373.3M | 1.05% | Added +81.3% |
| CITADEL ADVISORS LLC | 3.40M | $345.4M | 0.97% | Added +575.6% |
| Invesco Ltd. | 2.79M | $283.1M | 0.79% | Added +11.1% |
| Contrarius Group Holdings Ltd | 2.56M | $259.6M | 0.73% | Added +35.9% |
| FMR LLC | 2.55M | $258.5M | 0.73% | Reduced -77.3% |
| MILLENNIUM MANAGEMENT LLC | 2.52M | $255.8M | 0.72% | Added +117.2% |
| NEUBERGER BERMAN GROUP LLC | 2.50M | $253.7M | 0.71% | Added +235.3% |
| SONA ASSET MANAGEMENT (US) LLC | 2.29M | $232.2M | 0.65% | Added +22.6% |
| MORGAN STANLEY | 2.21M | $224.3M | 0.63% | Added +12.3% |
| STONEHILL CAPITAL MANAGEMENT LLC | 1.99M | $202K | 0.57% | Added +139.6% |
| Davidson Kempner Capital Management LP | 1.96M | $198.8M | 0.56% | Added +31.3% |
| BARCLAYS PLC | 1.93M | $196.3M | 0.55% | Added +19.6% |
| Value Aligned Research Advisors, LLC | 1.91M | $193.4M | 0.54% | New |
| NORGES BANK | 1.81M | $183.8M | 0.52% | New |
Bought the most shares
- CITADEL ADVISORS LLC +2.90M
- Value Aligned Research Advisors, LLC +1.91M, new
- Apollo Management Holdings, L.P. +1.81M
- NORGES BANK +1.81M, new
- NEUBERGER BERMAN GROUP LLC +1.75M
- GOLDMAN SACHS GROUP INC +1.65M
- Tema ETFs LLC +1.54M
- Pentwater Capital Management LP +1.50M
- Tidal Investments LLC +1.50M
- UBS Group AG +1.46M
Sold the most shares
- FMR LLC -8.66M
- BlackRock, Inc. -6.12M
- STATE STREET CORP -3.88M
- Sachem Head Capital Management LP -3.00M, sold out
- JPMORGAN CHASE & CO -2.65M
- Darsana Capital Partners LP -2.00M
- Diameter Capital Partners LP -1.14M
- Atreides Management, LP -1.00M, sold out
- Rokos Capital Management LLP -939K
- Silver Point Capital L.P. -708K, sold out
Superinvestors holding ECHO 13F data can be up to 45 days old
From the latest 13F-HR of each of the investors followed on Investors. A 13F shows holdings at the end of a quarter and is filed up to 45 days later.
| Investor | Quarter | Shares | Value | % of portfolio | Last quarter |
|---|---|---|---|---|---|
| Carl Icahn Icahn Capital | Jun 30, 2026 | 1.40M | $142.6M | 1.73% | Held |
Sold out last quarter: Stanley Druckenmiller
13D filings: owners of more than 5% who may push for change
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: As described in Item 3 above, Mr. Ergen contributed 5,000,000 shares of Class B Common Stock to the 2026 July GRAT on July 20, 2026. Mr. Ergen established the 2026 July GRAT for estate planning purposes. Under the trust agreement establishing the 2026 July GRAT, Mr. Ergen's spouse, Cantey M. Ergen, serves as trustee of the 2026 July GRAT and holds sole voting and dispositive power over the 5,000,000 shares of Class B Common Stock held by the 2026 July GRAT, except as set forth in Item 6. Mr. Ergen receives an annual annuity amount from the 2026 July GRAT under the trust agreement governing the 2026 July GRAT. Members of Mr. and Mrs. …Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: During the third quarter of each year, Mr. Ergen receives an annuity amount from the 2024 July GRAT, assuming that the 2024 July GRAT has not expired. The number of shares of Class B Common Stock to be distributed as an annuity payment is based in part on the price of the Class A Common Stock on the distribution date and therefore cannot be calculated until the date of distribution. In addition to shares of Class B Common Stock, the annuity payments (and their associated timing) may include, and be based upon, amounts generated from the holdings of the 2024 July GRAT including, among other things, stock recapitalizations or dividends pai…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: During the second quarter of each year, Mr. Ergen receives an annuity amount from the 2025 June GRAT, assuming that the 2025 June GRAT has not expired. The number of shares of Class B Common Stock to be distributed as an annuity payment is based in part on the price of the Class A Common Stock on the distribution date and therefore cannot be calculated until the date of distribution. In addition to shares of Class B Common Stock, the annuity payments (and their associated timing) may include, and be based upon, amounts generated from the holdings of the 2025 June GRAT including, among other things, stock recapitalizations or dividends pa…Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: As described in Item 3 above, Mr. Ergen contributed 4,300,000 shares of Class B Common Stock to the 2026 June GRAT on June 15, 2026. Mr. Ergen established the 2026 June GRAT for estate planning purposes. Under the trust agreement establishing the 2026 June GRAT, Mr. Ergen's spouse, Cantey M. Ergen, serves as trustee of the 2026 June GRAT and holds sole voting and dispositive power over the 4,300,000 shares of Class B Common Stock held by the 2026 June GRAT, except as set forth in Item 6. Mr. Ergen receives an annual annuity amount from the 2026 June GRAT under the trust agreement governing the 2026 June GRAT. Members of Mr. and Mrs. …Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: During the second quarter of each year, Mr. Ergen receives an annuity amount from the 2024 May GRAT, assuming that the 2024 May GRAT has not expired. The number of shares of Class B Common Stock to be distributed as an annuity payment is based in part on the price of the Class A Common Stock on the distribution date and therefore cannot be calculated until the date of distribution. In addition to shares of Class B Common Stock, the annuity payments (and their associated timing) may include, and be based upon, amounts generated from the holdings of the 2024 May GRAT including, among other things, stock recapitalizations or dividends paid …Read the filing ↗
Item 4, purpose of the transaction: Item 4 is hereby amended and supplemented as follows: During the fourth quarter of each year, Mr. Ergen receives an annuity amount from the 2023 December GRAT, assuming that the 2023 December GRAT has not expired. The number of shares of Class B Common Stock to be distributed as an annuity payment is based in part on the price of the Class A Common Stock on the distribution date and therefore cannot be calculated until the date of distribution. In addition to shares of Class B Common Stock, the annuity payments (and their associated timing) may include, and be based upon, amounts generated from the holdings of the 2023 December GRAT including, among other things, stock recapitalizations or …Read the filing ↗
Work on ECHO in a spreadsheet:
Excel workbook (a sheet per section, ten years by column, charts, links to the filings) ·
CSV.
For a Google Sheet that stays up to date, paste =IMPORTDATA("https://tickdelta.com/company/ECHO/export.csv") into a cell.