Encompass Health Corporation
MX ˙ BMV ˙ US29261A1007
SecurityMX:EHC / Encompass Health Corporation
InstitutionWellington Management Group Llp
Latest Disclosed Ownership4,030,442 shares
Ownership 4.00%
Wellington Management Group Llp ownership in EHC / Encompass Health Corporation

2025-02-10 - Wellington Management Group Llp has filed an SCHEDULE 13G/A form with the Securities and Exchange Commission (SEC) disclosing ownership of 4,030,442 shares of Encompass Health Corporation (MX:EHC). This represents 4.0 percent ownership of the company. In their previous filing dated 2024-11-08 , Wellington Management Group Llp had reported owning 5,220,174 shares, indicating a decrease of -22.79 percent.

Institutional Ownership: 13D/G Filings

This table shows a history of the 13D/G filings made by the investor and/or investor group. Note that the share values in this table are not directly comparable to any numbers shown in the 13F table (if any).

File
Date		Effective
Date		Form Prev
Shares		 Latest
Shares		 ΔShares
(Percent)		 Ownership
(Percent)		 ΔOwnership
(Percent)
2025-02-10 2025-02-10 13G/A 5,220,174 4,030,442 -22.79 4.00 -22.93
2024-11-08 2024-11-08 13G/A 8,215,770 5,220,174 -36.46 5.19 -36.71
2024-02-08 2024-02-08 13G/A 9,558,849 8,215,770 -14.05 8.20 -14.41
2023-02-06 2023-02-06 13G/A 10,524,661 9,558,849 -9.18 9.58 -9.45
2022-02-04 2022-02-04 13G/A 10,690,467 10,524,661 -1.55 10.58 -1.58
2021-02-03 2021-02-03 13G/A 10,010,573 10,690,467 6.79 10.75 6.86
2020-08-10 2020-08-10 13G/A 8,748,391 10,010,573 14.43 10.06 13.42
2020-01-28 2020-01-28 13G 8,748,391 8.87

Important Note: One of the primary uses of the 13D/G filings is to evaluate the ability of a firm to control a company (ie, the "beneficial ownership"). To that end, firms are required to report not just direct holdings in companies, but indirect holdings that they control. For investment firms, these indirect holdings can include shares in funds they manage, advisory accounts, and in the case of activist campaigns, pledged votes. Therefore, share counts listed in 13D/G filings can differ significantly than share counts listed in 13F filings.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F ENCOMPASS HEALTH COM 29261A100 3,848,855 463,978 13.71 372,300 3.63 0.0099
2026-02-17 2025-12-31 13F ENCOMPASS HEALTH COM 29261A100 3,384,877 603,472 21.70 359,271 1.69 0.0630
2025-11-14 2025-09-30 13F ENCOMPASS HEALTH COM 29261A100 2,781,405 -744,161 -21.11 353,294 -18.28 0.0618
2025-08-14 2025-06-30 13F ENCOMPASS HEALTH COM 29261A100 3,525,566 -93,040 -2.57 432,340 17.97 0.0785
2025-05-13 2025-03-31 13F ENCOMPASS HEALTH COM 29261A100 3,618,606 -411,836 -10.22 366,492 -1.54 0.0705
2025-02-12 2024-12-31 13F ENCOMPASS HEALTH COM 29261A100 4,030,442 -1,189,732 -22.79 372,211 -26.22 0.0682
2024-11-14 2024-09-30 13F ENCOMPASS HEALTH COM 29261A100 5,220,174 -1,672,252 -24.26 504,478 -14.68 0.0884
2024-08-14 2024-06-30 13F ENCOMPASS HEALTH COM 29261A100 6,892,426 -1,138,239 -14.17 591,301 -10.84 0.1056
2024-05-15 2024-03-31 13F ENCOMPASS HEALTH COM 29261A100 8,030,665 -185,105 -2.25 663,172 20.98 0.1175
2024-02-12 2023-12-31 13F ENCOMPASS HEALTH COM 29261A100 8,215,770 449,230 5.78 548,156 5.09 0.1023
2023-11-14 2023-09-30 13F ENCOMPASS HEALTH COM 29261A100 7,766,540 -1,225,868 -13.63 521,601 -14.33 0.1046
2023-08-14 2023-06-30 13F ENCOMPASS HEALTH COM 29261A100 8,992,408 -189,647 -2.07 608,876 22.57 0.1154
2023-05-12 2023-03-31 13F ENCOMPASS HEALTH COM 29261A100 9,182,055 -376,794 -3.94 496,749 -13.11 0.0984
2023-02-13 2022-12-31 13F ENCOMPASS HEALTH COM 29261A100 9,558,849 1,850,676 24.01 571,715 63.98 0.1146
2022-11-14 2022-09-30 13F ENCOMPASS HEALTH COM 29261A100 7,708,173 -440,042 -5.40 348,640 -23.66 0.0743
2022-08-15 2022-06-30 13F ENCOMPASS HEALTH COM 29261A100 8,148,215 -704,774 -7.96 456,708 -27.45 0.0920
2022-05-16 2022-03-31 13F ENCOMPASS HEALTH COM 29261A100 8,852,989 -1,671,672 -15.88 629,536 -8.34 0.1078
2022-02-11 2021-12-31 13F ENCOMPASS HEALTH COM 29261A100 10,524,661 2,343,290 28.64 686,840 11.88 0.1098
2021-11-15 2021-09-30 13F ENCOMPASS HEALTH COM 29261A100 8,181,371 450,688 5.83 613,929 1.77 0.1044
2021-08-16 2021-06-30 13F ENCOMPASS HEALTH COM 29261A100 7,730,683 -252,643 -3.16 603,226 -7.74 0.1004
2021-05-17 2021-03-31 13F ENCOMPASS HEALTH COM 29261A100 7,983,326 -2,707,141 -25.32 653,834 -26.04 0.1151
2021-02-12 2020-12-31 13F ENCOMPASS HEALTH COM 29261A100 10,690,467 -106,618 -0.99 883,995 26.00 0.1628
2020-11-16 2020-09-30 13F ENCOMPASS HEALTH COM 29261A100 10,797,085 1,131,558 11.71 701,595 17.21 0.1452
2020-08-14 2020-06-30 13F ENCOMPASS HEALTH COM 29261A100 9,665,527 1,036,607 12.01 598,587 8.34 0.1333
2020-05-14 2020-03-31 13F ENCOMPASS HEALTH COM 29261A100 8,628,920 -119,471 -1.37 552,510 -8.83 0.1462
2020-02-11 2019-12-31 13F ENCOMPASS HEALTH COM 29261A100 8,748,391 3,116,036 55.32 606,000 70.03 0.1270
2019-11-13 2019-09-30 13F ENCOMPASS HEALTH COM 29261A100 5,632,355 3,076,675 120.39 356,415 120.11 0.0804
2019-08-14 2019-06-30 13F ENCOMPASS HEALTH COM 29261A100 2,555,680 1,978,052 342.44 161,928 380.01 0.0358
2019-05-15 2019-03-31 13F ENCOMPASS HEALTH COM 29261A100 577,628 -21,531 -3.59 33,734 -8.75 0.0076
2019-02-14 2018-12-31 13F ENCOMPASS HEALTH COM 29261A100 599,159 -779,934 -56.55 36,969 -65.61 0.0093
2018-11-14 2018-09-30 13F ENCOMPASS HEALTH COM 29261A100 1,379,093 -450,957 -24.64 107,501 -13.26 0.0226
2018-08-14 2018-06-30 13F ENCOMPASS HEALTH COM 29261A100 1,830,050 -30,665 -1.65 123,931 16.50 0.0276
2018-05-15 2018-03-31 13F ENCOMPASS HEALTH COM 29261A100 1,860,715 37,865 2.08 106,376 18.11 0.0241
2018-02-13 2017-12-31 13F HEALTHSOUTH COM NEW 421924309 1,822,850 252,234 16.06 90,067 23.72 0.0199
2017-11-13 2017-09-30 13F HEALTHSOUTH COM NEW 421924309 1,570,616 5,450 0.35 72,799 -3.90 0.0167
2017-08-14 2017-06-30 13F HEALTHSOUTH COM NEW 421924309 1,565,166 570,084 57.29 75,755 77.83 0.0178
2017-05-11 2017-03-31 13F HEALTHSOUTH COM NEW 421924309 995,082 972,859 4,377.71 42,599 4,550.55 0.0103
2017-02-14 2016-12-31 13F HEALTHSOUTH COM NEW 421924309 22,223 -378 -1.67 916 -0.11 0.0002
2016-11-14 2016-09-30 13F HEALTHSOUTH COM NEW 421924309 22,601 0 0.00 917 4.56 0.0002
2016-08-15 2016-06-30 13F HEALTHSOUTH COM NEW 421924309 22,601 0 0.00 877 3.18 0.0002
2016-05-13 2016-03-31 13F HEALTHSOUTH COM NEW 421924309 22,601 -746,475 -97.06 850 -96.83 0.0002
2016-02-12 2015-12-31 13F HEALTHSOUTH COM NEW 421924309 769,076 -53,449 -6.50 26,772 -15.17 0.0070
2015-11-16 2015-09-30 13F HEALTHSOUTH COM NEW 421924309 822,525 11,957 1.48 31,560 -15.47 0.0088
2015-08-14 2015-06-30 13F HEALTHSOUTH COM NEW 421924309 810,568 -18,190 -2.19 37,335 1.55 0.0096
2015-05-15 2015-03-31 13F HEALTHSOUTH COM NEW 421924309 828,758 48,289 6.19 36,764 22.48 0.0095
2015-02-13 2014-12-31 13F HEALTHSOUTH COM NEW 421924309 780,469 149,610 23.72 30,017 28.94 0.0079
2014-11-14 2014-09-30 13F HEALTHSOUTH COM NEW 421924309 630,859 3,495 0.56 23,279 3.44 0.0064
2014-08-14 2014-06-30 13F HEALTHSOUTH COM NEW 421924309 627,364 52,687 9.17 22,504 8.99 0.0061
2014-05-15 2014-03-31 13F HEALTHSOUTH COMNEW 421924309 574,677 -365,702 -38.89 20,648 -34.10 0.0057
2014-02-14 2013-12-31 13F HEALTHSOUTH COM NEW 421924309 940,379 26,321 2.88 31,334 -0.58 0.0090
2013-11-14 2013-09-30 13F HEALTHSOUTH COM NEW 421924309 914,058 -260,479 -22.18 31,517 -6.83 0.0099
2013-08-14 2013-06-30 13F HEALTHSOUTH COM NEW 421924309 1,174,537 1,174,537 33,827 0.0110
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.