Who owns EQH (EQH)
Which tracked institutional funds hold EQH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EQH company fundamentals →
Ownership as of the 2026-Q1 13F filings. 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
The tracked-fund tape on EQH is one-sided between 2025-Q4 and 2026-Q1: 82 added or opened and 253 trimmed or exited — on balance reducing.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EQH’s largest tracked holder by dollar value, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EQH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EQH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2025-Q4 and 2026-Q1, across 540 tracked filers holding EQH, 270 increased or opened the position and 304 reduced or closed it; over the same quarter, open-market insider Form 4 buying and selling roughly offset.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EQH between the 2025-Q4 and 2026-Q1 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 29
- VANGUARD PORTFOLIO MANAGEMENT LLC$543M
- VANGUARD CAPITAL MANAGEMENT LLC$469M
- MARSHALL WACE, LLP$75M
- VANGUARD FIDUCIARY TRUST CO$67M
- VANGUARD ASSET MANAGEMENT, Ltd$21M
- ADAGE CAPITAL PARTNERS GP, L.L.C.$11M
Full exits 37
- VANGUARD GROUP INC$1.4B
- Boston Partners$169M
- LONDON CO OF VIRGINIA$46M
- Qube Research & Technologies Ltd$32M
- Jain Global LLC$24M
- HG Vora Capital Management, LLC$19M
Largest adds
- NORGES BANK$114M
- CITADEL ADVISORS LLC$66M
- BANK OF MONTREAL /CAN/$65M
- DIAMOND HILL CAPITAL MANAGEMENT INC$62M
- JANE STREET GROUP, LLC$50M
- MILLENNIUM MANAGEMENT LLC$42M
Largest trims
- BlackRock, Inc.$431M
- Capital International Investors$258M
- CANADA PENSION PLAN INVESTMENT BOARD$243M
- PRICE T ROWE ASSOCIATES INC /MD/$172M
- STATE STREET CORP$138M
- FIRST TRUST ADVISORS LP$98M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. trimmed | 23,457,154 | $870M | 7.5% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 18,218,634 | $676M | 5.8% | 2026-Q1 |
| NORGES BANK added | 12,764,163 | $665M | 5.7% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 17,525,534 | $650M | 5.6% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 14,625,529 | $543M | 4.7% | 2026-Q1 |
| VANGUARD CAPITAL MANAGEMENT LLC new | 12,632,922 | $469M | 4.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 11,981,175 | $445M | 3.8% | 2026-Q1 |
| Capital International Investors trimmed | 10,429,923 | $387M | 3.3% | 2026-Q1 |
| WELLINGTON MANAGEMENT GROUP LLP trimmed | 8,237,166 | $306M | 2.6% | 2026-Q1 |
| DIAMOND HILL CAPITAL MANAGEMENT INC added | 7,192,046 | $267M | 2.3% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 5,854,515 | $217M | 1.9% | 2026-Q1 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 4,994,205 | $185M | 1.6% | 2026-Q1 |
| BANK OF MONTREAL /CAN/ added | 4,905,475 | $182M | 1.6% | 2026-Q1 |
| PZENA INVESTMENT MANAGEMENT LLC added | 4,464,347 | $166M | 1.4% | 2026-Q1 |
| Conifer Management, L.L.C. | 4,200,000 | $156M | 1.3% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,991,113 | $149M | 1.3% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 3,856,717 | $143M | 1.2% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 3,831,882 | $142M | 1.2% | 2026-Q1 |
| Invesco Ltd. trimmed | 3,280,446 | $122M | 1.0% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 3,137,357 | $116M | 1.0% | 2026-Q1 |
| MORGAN STANLEY trimmed | 3,060,459 | $114M | 1.0% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC added | 2,976,024 | $110M | 0.9% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 2,598,051 | $96M | 0.8% | 2026-Q1 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 2,661,117 | $95M | 0.8% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 2,442,698 | $91M | 0.8% | 2026-Q1 |
| Woodline Partners LP added | 2,230,326 | $83M | 0.7% | 2026-Q1 |
| D. E. Shaw & Co., Inc. added | 2,201,064 | $82M | 0.7% | 2026-Q1 |
| FMR LLC trimmed | 2,137,057 | $79M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,089,770 | $78M | 0.7% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 2,061,882 | $77M | 0.7% | 2026-Q1 |
| ALGEBRIS (UK) LTD added | 2,037,737 | $75M | 0.6% | 2026-Q1 |
| MARSHALL WACE, LLP added | 2,021,093 | $75M | 0.6% | 2026-Q1 |
| PRINCIPAL FINANCIAL GROUP INC trimmed | 1,955,557 | $73M | 0.6% | 2026-Q1 |
| UBS Group AG added | 1,927,350 | $72M | 0.6% | 2026-Q1 |
| Nuveen, LLC added | 1,908,209 | $71M | 0.6% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 1,846,418 | $69M | 0.6% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 1,801,134 | $67M | 0.6% | 2026-Q1 |
| TCW GROUP INC added | 1,628,169 | $60M | 0.5% | 2026-Q1 |
| AMERIPRISE FINANCIAL INC added | 1,616,744 | $60M | 0.5% | 2026-Q1 |
| ACADIAN ASSET MANAGEMENT LLC added | 1,469,425 | $55M | 0.5% | 2026-Q1 |
| Legal & General Group Plc trimmed | 1,324,435 | $49M | 0.4% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 1,033,574 | $38M | 0.3% | 2026-Q1 |
| PFA Pension, Forsikringsaktieselskab trimmed | 1,022,919 | $38M | 0.3% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 1,000,939 | $36M | 0.3% | 2026-Q1 |
| CI INVESTMENTS INC. trimmed | 970,137 | $36M | 0.3% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 902,568 | $33M | 0.3% | 2026-Q1 |
| Robeco Institutional Asset Management B.V. trimmed | 902,007 | $33M | 0.3% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 889,016 | $33M | 0.3% | 2026-Q1 |
| HSBC HOLDINGS PLC added | 873,962 | $32M | 0.3% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 851,606 | $32M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 841,000 | $31M | 0.3% | 2026-Q1 |
| Amundi trimmed | 798,857 | $30M | 0.3% | 2026-Q1 |
| FEDERATED HERMES, INC. trimmed | 787,774 | $29M | 0.3% | 2026-Q1 |
| DEUTSCHE BANK AG\ trimmed | 697,881 | $26M | 0.2% | 2026-Q1 |
| Fiera Capital Corp added | 694,016 | $26M | 0.2% | 2026-Q1 |
| Engineers Gate Manager LP added | 676,013 | $25M | 0.2% | 2026-Q1 |
| BRUNI J V & CO /CO added | 675,462 | $25M | 0.2% | 2026-Q1 |
| Ensign Peak Advisors, Inc added | 663,288 | $25M | 0.2% | 2026-Q1 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 659,969 | $24M | 0.2% | 2026-Q1 |
| AustralianSuper Pty Ltd added | 653,453 | $24M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 637,076 | $24M | 0.2% | 2026-Q1 |
| TrinityBridge Ltd trimmed | 634,070 | $24M | 0.2% | 2026-Q1 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 627,169 | $23M | 0.2% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 583,428 | $22M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 570,853 | $21M | 0.2% | 2026-Q1 |
| SEI INVESTMENTS CO trimmed | 566,394 | $21M | 0.2% | 2026-Q1 |
| FRANKLIN RESOURCES INC added | 532,796 | $20M | 0.2% | 2026-Q1 |
| Zurcher Kantonalbank (Zurich Cantonalbank) trimmed | 532,052 | $20M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 510,346 | $19M | 0.2% | 2026-Q1 |
| Swedbank AB trimmed | 506,555 | $19M | 0.2% | 2026-Q1 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 492,952 | $18M | 0.2% | 2026-Q1 |
| Bridgewater Associates, LP trimmed | 458,416 | $17M | 0.1% | 2026-Q1 |
| Retirement Systems of Alabama added | 457,811 | $17M | 0.1% | 2026-Q1 |
| JPMORGAN CHASE & CO trimmed | 471,889 | $17M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 405,978 | $15M | 0.1% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 394,328 | $15M | 0.1% | 2026-Q1 |
| COMMUNITY TRUST & INVESTMENT CO added | 388,401 | $14M | 0.1% | 2026-Q1 |
| BARCLAYS PLC trimmed | 380,113 | $14M | 0.1% | 2026-Q1 |
| South Dakota Investment Council added | 377,662 | $14M | 0.1% | 2026-Q1 |
| Four Tree Island Advisory LLC added | 370,478 | $14M | 0.1% | 2026-Q1 |
| ALLIANCEBERNSTEIN L.P. trimmed | 276,912 | $13M | 0.1% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 336,272 | $12M | 0.1% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 331,009 | $12M | 0.1% | 2026-Q1 |
| Point72 Asset Management, L.P. added | 330,624 | $12M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 30,352,960 | $1.4B | 12.4% | 2025-Q4 stale |
| VIKING GLOBAL INVESTORS LP added | 3,279,559 | $171M | 1.5% | 2025-Q1 stale |
| Boston Partners trimmed | 3,554,613 | $169M | 1.5% | 2025-Q4 stale |
| SAMLYN CAPITAL, LLC trimmed | 1,204,620 | $63M | 0.5% | 2025-Q1 stale |
| Callodine Capital Management, LP added | 1,042,693 | $53M | 0.5% | 2025-Q3 stale |
| LONDON CO OF VIRGINIA trimmed | 970,930 | $46M | 0.4% | 2025-Q4 stale |
| Qube Research & Technologies Ltd added | 668,146 | $32M | 0.3% | 2025-Q4 stale |
| Poplar Forest Capital LLC trimmed | 526,779 | $27M | 0.2% | 2025-Q1 stale |
| Philadelphia Financial Management of San Francisco, LLC added | 474,225 | $25M | 0.2% | 2025-Q1 stale |
| Jain Global LLC added | 494,548 | $24M | 0.2% | 2025-Q4 stale |
| BALYASNY ASSET MANAGEMENT L.P. added | 432,220 | $22M | 0.2% | 2025-Q3 stale |
| HG Vora Capital Management, LLC trimmed | 400,000 | $19M | 0.2% | 2025-Q4 stale |
| Corebridge Financial, Inc. trimmed | 345,759 | $18M | 0.2% | 2025-Q1 stale |
| Prana Capital Management, LP added | 323,978 | $15M | 0.1% | 2025-Q4 stale |
| Parkwood LLC added | 240,860 | $13M | 0.1% | 2025-Q1 stale |
| TUDOR INVESTMENT CORP ET AL added | 258,692 | $12M | 0.1% | 2025-Q4 stale |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.