| 4 | VANGUARD CAPITAL MANAGEMENT LLC | 12.7M | $557.4M | +0.6% | 4.654% | 0.01% |
| 5 | HARRIS ASSOCIATES L P | 9.5M | $416.4M | +33495.5% | 3.476% | 0.55% |
| 6 | STATE STREET CORP | 9.4M | $412.0M | -21.6% | 3.440% | 0.01% |
| 7 | CANADA PENSION PLAN INVESTMENT BOARD | 9.1M | $399.6M | -50.0% | 3.336% | 0.22% |
| 8 | WELLINGTON MANAGEMENT GROUP LLP | 8.8M | $385.5M | +6.3% | 3.218% | 0.07% |
| 9 | Capital International Investors | 8.4M | $369.3M | -19.3% | 3.083% | 0.08% |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | 5.6M | $244.1M | +24.6% | 2.038% | 0.72% |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 5.4M | $238.8M | -7.1% | 1.993% | 0.01% |
| 12 | VIKING GLOBAL INVESTORS LP | 5.4M | $236.9M | β | 1.978% | 0.68% |
| 13 | THORNBURG INVESTMENT MANAGEMENT INC | 5.1M | $225.6M | +3.0% | 1.884% | 2.16% |
| 14 | BANK OF MONTREAL /CAN/ | 4.8M | $212.5M | -1.3% | 1.774% | 0.07% |
| 15 | Diamond Hill Capital Management, LLC (Investment Advisor) | 4.7M | $208.1M | -34.0% | 1.738% | 1.67% |
| 16 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.2M | $187.0M | +6.1% | 1.551% | 0.06% |
| 17 | Conifer Management, L.L.C. | 4.2M | $184.3M | 0.0% | 1.539% | 30.38% |
| 18 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $169.6M | +0.2% | 1.416% | 0.03% |
| 19 | Castle Hook Partners LP | 3.6M | $157.9M | β | 1.319% | 0.72% |
| 20 | MORGAN STANLEY | 3.3M | $146.9M | +9.4% | 1.226% | 0.01% |
| 21 | NORTHERN TRUST CORP | 3.3M | $143.1M | -14.9% | 1.195% | 0.02% |
| 22 | Invesco Ltd. | 3.1M | $134.2M | -13.2% | 1.121% | 0.01% |
| 23 | FMR LLC | 3.0M | $133.5M | +41.5% | 1.114% | 0.01% |
| 24 | MARSHALL WACE, LLP | 2.8M | $122.0M | +37.5% | 1.018% | 0.10% |
| 25 | GOLDMAN SACHS GROUP INC | 2.7M | $116.6M | -10.7% | 0.973% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). β% of Fundβ shows how much of that investorβs total 13F portfolio is invested in EQH β a direct measure of their conviction.
| 92.79% |
| 4.24 pp |
| $15.32B |
| +22% |
| Q4 2024 | 519 | +5.9% | 97.03% | +8.55 pp | $12.59B | +21% |
| Q3 2024 | 490 | β | 88.48% | β | $10.41B | β |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Ξ columns compare to the immediately prior filed quarter.
EQH institutional ownership rose by 4.59 percentage points quarter-over-quarter, with a net change of -61 holders.
The top 10 institutions account for 49.5% of all reported 13F value in EQH, and the top 25 account for 73.9%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Equitable Holdings, Inc. (EQH) Institutional Ownership