Eagle Global Advisors LLC has submitted its latest 13F-HR filing, revealing a total of $3,022,148,171 in assets under management as of September 30, 2026. This substantial figure highlights the firm’s significant presence in the investment management sector and reflects its ongoing strategy for asset allocation.

The filing, dated November 2, 2026, showcases the firm’s investments across various sectors, indicating a diversified approach to managing its portfolio. The report is crucial for stakeholders and market analysts as it provides transparency into the firm’s investment decisions and market positioning.

Background

Eagle Global Advisors LLC, based in Houston, Texas, is a registered investment advisor. The firm focuses on managing investment portfolios for its clients, which include institutions and high-net-worth individuals. According to its recent filings, the company has been active in reporting its investment holdings through the 13F forms, with the most recent submission being its 13F-HR on November 2, 2026. The firm’s Central Index Key (CIK) is 0001130787.

What the Filing Says

The 13F-HR filing indicates that Eagle Global Advisors holds a diverse range of investments, with a total of 283 entries reported. The firm’s strategy appears to involve a mix of large-cap and mid-cap stocks across various industries, reflecting a balanced investment approach. Specific details about individual holdings were not disclosed in the filing.

Impact

This filing could impact various stakeholders, including clients, competitors, and market analysts. Clients may assess the firm’s performance and investment strategy based on these disclosures, while competitors will likely analyze the holdings to gauge market trends and investment preferences. Additionally, the filing serves as a benchmark for other investment firms in the industry.

What's Next

The filing does not specify what happens next for Eagle Global Advisors LLC. However, it is expected that the firm will continue to monitor its investments and may adjust its portfolio in response to market conditions and economic factors.