- Quarter end
- 30 Jun 2025
- the date the book describes
- Filed
- 15 Aug 2025
- latest of these filings; the earliest 7 Aug 2025
- Managers listing it
- 17
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q1 2025 and Q2 2025; 14 listed it in both
- Shares listed
- 54,601,923
- combined, among listed positions
- Reported value
- $3.1bn
- combined, at the quarter end
Among the 95 comparable managers: 9 buyers (opened or added shares) and 8 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 Q2 2025
17 of 17 holders
Largest increases and reductions, by shares
Increases
- Wellington Management Group LLPexisting position · 12,829,637 shares now+1,951,121
- MFS Investment Managementexisting position · 5,498,091 shares now+1,254,521
- Man Group PLCexisting position · 1,768,684 shares now+974,827
- Woodline Partners LPnew position · 806,464 shares now+806,464
- Marshall Wace LLPexisting position · 2,266,927 shares now+454,325
Reductions
- T. Rowe Price Associates Incexisting position · 16,761,971 shares now-2,946,571
- AQR Capital Management LLCexisting position · 1,216,281 shares now-693,170
- Freestone Grove Partners LPexisting position · 608,913 shares now-633,859
- Acadian Asset Management LLCexisting position · 5,203,375 shares now-585,763
- Voloridge Investment Management LLCexisting position · 509,645 shares now-585,337
New positions and exits
New (1)
Exited (2)
- Viking Global Investors LPwas $171m
- Winton Group Ltdwas $5.8m
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 →