- Quarter end
- 31 Mar 2025
- the date the book describes
- Filed
- 21 May 2025
- latest of these filings; the earliest 2 May 2025
- Managers listing it
- 19
- at least, of 95 tracked, among listed positions
- Comparable managers
- 95
- filed both Q4 2024 and Q1 2025; 17 listed it in both
- Shares listed
- 58,881,370
- combined, among listed positions
- Reported value
- $3.1bn
- combined, at the quarter end
Among the 95 comparable managers: 13 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 Q1 2025
19 of 19 holders
Largest increases and reductions, by shares
Increases
- Viking Global Investors LPexisting position · 3,279,559 shares now+2,515,236
- Wellington Management Group LLPexisting position · 10,878,516 shares now+2,061,496
- AQR Capital Management LLCexisting position · 1,909,451 shares now+879,813
- Acadian Asset Management LLCexisting position · 5,789,138 shares now+265,759
- Hudson Bay Capital Management LPexisting position · 566,501 shares now+216,501
Reductions
- T. Rowe Price Associates Incexisting position · 19,708,542 shares now-1,569,894
- Invesco Ltdexisting position · 6,950,836 shares now-1,138,210
- Marshall Wace LLPexisting position · 1,812,602 shares now-462,437
- Man Group PLCexisting position · 793,857 shares now-451,711
- MFS Investment Managementexisting position · 4,243,570 shares now-47,762
New positions and exits
New (2)
Exited (2)
- Woodline Partners LPwas $64m
- Arrowstreet Capital LPwas $42m
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 →