- Quarter end
- 31 Mar 2024
- the date the book describes
- Filed
- 15 May 2024
- latest of these filings; the earliest 6 May 2024
- Managers listing it
- 15
- at least, of 95 tracked, among listed positions
- Comparable managers
- 93
- filed both Q4 2023 and Q1 2024; 9 listed it in both
- Shares listed
- 58,768,087
- combined, among listed positions
- Reported value
- $2.2bn
- combined, at the quarter end
Among the 93 comparable managers: 9 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.
Managers listing EQH in Q1 2024
15 of 15 holders
Largest increases and reductions, by shares
Increases
- Viking Global Investors LPnew position · 2,057,191 shares now+2,057,191
- Woodline Partners LPnew position · 1,194,736 shares now+1,194,736
- Arrowstreet Capital LPnew position · 987,769 shares now+987,769
- Winton Group Ltdnew position · 394,851 shares now+394,851
- Holocene Advisors LPnew position · 237,765 shares now+237,765
Reductions
- Wellington Management Group LLPexisting position · 7,380,436 shares now-3,860,545
- T. Rowe Price Associates Incexisting position · 25,771,463 shares now-2,006,918
- Invesco Ltdexisting position · 7,755,177 shares now-1,352,933
- Marshall Wace LLPexisting position · 1,369,192 shares now-383,918
- MFS Investment Managementexisting position · 9,503,715 shares now-40,904
New positions and exits
New (5)
Exited (0)
No exit shown by a manager’s own filing.
Ownership over time
Tracked managers listing it, at least.
| Quarter | Holders | Reported value | Buyers | Sellers |
|---|---|---|---|---|
| Q4 2019 | 1 | $20m | n.a. | n.a. |
| Q1 2020 | 13 | $1.6bn | n.a. | n.a. |
| Q2 2020 | 18 | $2.4bn | n.a. | n.a. |
| Q3 2020 | 15 | $2.2bn | n.a. | n.a. |
| Q4 2020 | 18 | $2.9bn | n.a. | n.a. |
| Q1 2021 | 17 | $3.5bn | n.a. | n.a. |
| Q2 2021 | 19 | $3.3bn | n.a. | n.a. |
| Q3 2021 | 16 | $2.9bn | n.a. | n.a. |
| Q4 2021 | 17 | $3.0bn | n.a. | n.a. |
| Q1 2022 | 16 | $2.2bn | n.a. | n.a. |
| Q2 2022 | 17 | $2.0bn | n.a. | n.a. |
| Q3 2022 | 12 | $2.2bn | n.a. | n.a. |
| Q4 2022 | 13 | $2.3bn | n.a. | n.a. |
| Q1 2023 | 16 | $2.0bn | n.a. | n.a. |
| Q2 2023 | 12 | $2.1bn | n.a. | n.a. |
| Q3 2023 | 9 | $2.0bn | n.a. | n.a. |
| Q4 2023 | 10 | $2.0bn | 5 | 6 |
| Q1 2024 | 15 | $2.2bn | 9 | 6 |
| Q2 2024 | 20 | $2.3bn | 13 | 7 |
| Q3 2024 | 17 | $2.2bn | 9 | 9 |
| Q4 2024 | 23 | $2.9bn | 16 | 6 |
| Q1 2025 | 19 | $3.1bn | 13 | 8 |
| Q2 2025 | 17 | $3.1bn | 9 | 8 |
| Q3 2025 | 9 | $1.9bn | 2 | 11 |
| Q4 2025 | 12 | $1.6bn | 14 | 21 |
| Q1 2026 | 16 | $1.5bn | 20 | 17 |
| Q2 2026 | 17 | $2.4bn | 25 | 17 |
Compare with…
Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.
EQH and V →EQH and AXP →EQH and BAC →Choose a stock to compare with EQH →
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. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.
Which funds own EQH, latest filings →Back to the 13F Explorer →