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EQH · V in the 13F filings

Two to four stocks side by side among the 95 tracked managers: who lists them, how that has moved, who bought and sold in a quarter, and which managers hold more than one.

EQHV
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023

Holders over time

Tracked managers listing each stock every quarter, at least, or their combined reported value. A gap is a quarter in which no tracked manager listed it. Click a quarter to compare there.
  • EQH
  • V
0204060202120222023202420252026
Holders and value by quarter
QuarterEQHV
Q3 202015 holders, $2.2bn55 holders, $62.2bn
Q4 202018 holders, $2.9bn52 holders, $67.1bn
Q1 202117 holders, $3.5bn58 holders, $64.5bn
Q2 202119 holders, $3.3bn52 holders, $69.3bn
Q3 202116 holders, $2.9bn56 holders, $63.6bn
Q4 202117 holders, $3.0bn47 holders, $58.0bn
Q1 202216 holders, $2.2bn59 holders, $61.8bn
Q2 202217 holders, $2.0bn57 holders, $55.2bn
Q3 202212 holders, $2.2bn57 holders, $50.7bn
Q4 202213 holders, $2.3bn54 holders, $59.4bn
Q1 202316 holders, $2.0bn55 holders, $64.0bn
Q2 202312 holders, $2.1bn54 holders, $65.2bn
Q3 20239 holders, $2.0bn55 holders, $61.5bn
Q4 202310 holders, $2.0bn48 holders, $68.6bn
Q1 202415 holders, $2.2bn50 holders, $73.1bn
Q2 202420 holders, $2.3bn45 holders, $69.5bn
Q3 202417 holders, $2.2bn47 holders, $70.5bn
Q4 202423 holders, $2.9bn48 holders, $77.6bn
Q1 202519 holders, $3.1bn43 holders, $83.5bn
Q2 202517 holders, $3.1bn45 holders, $83.4bn
Q3 20259 holders, $1.9bn48 holders, $82.8bn
Q4 202512 holders, $1.6bn49 holders, $86.0bn
Q1 202616 holders, $1.5bn49 holders, $73.3bn
Q2 202617 holders, $2.4bn52 holders, $81.9bn
EQH

Equitable Holdings Inc

Holders
17
Reported value
$2.2bn
Buyers
9
Sellers
9

Breadth 0 among 94 comparable managers.

InsuranceFinancial services · L3VLUP
V

Visa Inc

Holders
47
Reported value
$70.5bn
Buyers
15
Sellers
29

Breadth -14 among 94 comparable managers.

Business and payment servicesFinancial services · L3VLUP

Who holds both, Q3 2024

Among the 51 tracked managers listing any of them. "Only" is about listed positions: a manager may hold the other below its listed range.

Only EQH (4)

Balyasny Asset Management LLC, Hudson Bay Capital Management LP, Ruane Cunniff & Goldfarb LP, Woodline Partners LP

Only V (34)

Akre Capital Management LLC, AllianceBernstein LP, AQR Capital Management LLC, Artisan Partners LP, Berkshire Hathaway Inc, Bridgewater Associates LP, Capital Research Global Investors, Capital World Investors, Caxton Associates LLP, D. E. Shaw & Co., Dodge & Cox, Egerton Capital UK LLP, Eisler Capital Management Ltd, Farallon Capital Management LLC, Fidelity (FMR LLC), GAMCO Investors Inc, Harris Associates LP, Janus Henderson Group Ltd, Man Group PLC, Markel Group Inc, Millennium Management LLC, Neuberger Berman Group LLC, Polen Capital Management LLC, Schonfeld Strategic Advisors LLC, Soroban Capital Partners LP, and 9 more

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. Buyers and sellers count comparable managers (those that filed both quarters) by shares, so a rise in value with no rise in shares is the price. Large books are listed to their largest positions. These are 95 tracked managers, not the institutional market.

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