Mar 31, 2026 filings. Quarterly 13F reports arrive up to 45 days after quarter end; this register is filed through May 29, 2026.
518 institutional managers reported holding EQH for the quarter ended Mar 31, 2026. Together they hold about 82% of shares outstanding; the top 10 hold 41%. 72 opened new positions; 92 closed out. Complete ranked register from SEC 13F filings.
| manager | shares | % out | value (Mar 31, 2026 close) | change | held since |
|---|---|---|---|---|---|
| BlackRock | 27.32M | 9.63% | $1.01B | unchanged | 2018 Q2 |
| CPP Investment Board | 18.22M | 6.42% | $676.3M | trimmed -5.5% | 2018 Q2 |
| T. Rowe Price | 17.53M | 6.17% | $650.5M | added +1.5% | 2018 Q2 |
| State Street | 11.98M | 4.22% | $444.7M | trimmed -2.1% | 2018 Q2 |
| Capital International Investors | 10.43M | 3.67% | $387.2M | trimmed -23% | 2024 Q2 |
| Wellington Management | 8.26M | 2.91% | $306.7M | trimmed -0.5% | 2018 Q2 |
| Diamond Hill Capital Management INC | 7.19M | 2.53% | $267.0M | added +67.5% | 2025 Q3 |
| Geode Capital | 5.85M | 2.06% | $217.3M | trimmed -7.9% | 2018 Q2 |
| Thornburg Investment Management INC | 4.99M | 1.76% | $185.4M | added +2.1% | 2018 Q2 |
| Bank OF Montreal /CAN/ | 4.91M | 1.73% | $182.1M | added +102.3% | 2018 Q4 |
| Pzena Investment Management | 4.46M | 1.57% | $165.7M | added +3.2% | 2018 Q2 |
| Conifer Management, L.l.c. (focused) | 4.20M | 1.48% | $155.9M | unchanged | 2019 Q4 |
| MFS Investment Management | 3.99M | 1.41% | $148.2M | trimmed -17.2% | 2019 Q3 |
| UBS | 3.99M | 1.41% | $148.1M | added +37.3% | 2018 Q2 |
| Dimensional Fund Advisors | 3.86M | 1.36% | $143.2M | added +12.5% | 2018 Q4 |
| Northern Trust | 3.83M | 1.35% | $142.2M | trimmed -1.2% | 2018 Q2 |
| Invesco | 3.53M | 1.24% | $130.9M | trimmed -23.2% | 2018 Q2 |
| Citadel Advisors | 3.14M | 1.10% | $116.5M | added +197.6% | 2018 Q2 |
| Morgan Stanley | 3.06M | 1.08% | $113.6M | trimmed -5.8% | 2018 Q2 |
| Goldman Sachs | 2.98M | 1.05% | $110.5M | added +61.7% | 2018 Q2 |
| Nordea Investment Management AB | 2.66M | 0.94% | $98.8M | trimmed -32.9% | 2019 Q1 |
| Millennium Management | 2.60M | 0.92% | $96.4M | added +127.8% | 2018 Q2 |
| BNY Mellon | 2.44M | 0.86% | $90.7M | trimmed -17% | 2018 Q2 |
| Woodline Partners LP | 2.23M | 0.79% | $82.8M | added +17.1% | 2024 Q1 |
| D. E. Shaw | 2.20M | 0.78% | $81.7M | added +35.9% | 2025 Q2 |
| FMR (Fidelity) | 2.15M | 0.76% | $79.8M | trimmed -24.5% | 2018 Q2 |
| Charles Schwab Investment Management | 2.09M | 0.74% | $77.6M | added +4.8% | 2018 Q2 |
| Algebris (UK) LTD | 2.04M | 0.72% | $75.6M | added +57.5% | 2018 Q3 |
| Marshall Wace | 2.02M | 0.71% | $75.0M | opened | 2023 Q4 |
| Principal Financial Group INC | 1.96M | 0.69% | $72.6M | trimmed -5% | 2020 Q3 |
| Nuveen | 1.91M | 0.67% | $70.8M | added +3.1% | 2019 Q2 |
| Jane Street | 1.85M | 0.65% | $68.5M | added +376.4% | 2018 Q3 |
| TCW Group INC | 1.63M | 0.57% | $60.4M | added +24.3% | 2021 Q3 |
| Ameriprise Financial INC | 1.62M | 0.57% | $60.0M | added +34.8% | 2018 Q2 |
| Acadian Asset Management | 1.47M | 0.52% | $54.5M | added +24.3% | 2023 Q3 |
| Legal & General Group PLC | 1.32M | 0.47% | $49.2M | trimmed -7.3% | 2018 Q2 |
| Worldquant Millennium Advisors LLC | 1.03M | 0.36% | $38.4M | added +125.8% | 2025 Q3 |
| PFA Pension, Forsikringsaktieselskab | 1.02M | 0.36% | $38.0M | unchanged | 2025 Q4 |
| AQR Capital | 1.01M | 0.36% | $37.5M | trimmed -8% | 2018 Q4 |
| CI Investments INC. | 970.1k | 0.34% | $36.0M | trimmed -2.4% | 2019 Q1 |
| Lazard Asset Management LLC | 902.6k | 0.32% | $33.5M | added +25.3% | 2019 Q2 |
| Robeco Institutional Asset Management B.v. | 902.0k | 0.32% | $33.5M | trimmed -32.3% | 2018 Q2 |
| Bank OF America CORP /DE/ | 889.0k | 0.31% | $33.0M | added +15.8% | 2018 Q2 |
| Hsbc Holdings PLC | 874.0k | 0.31% | $32.4M | added +5.8% | 2018 Q4 |
| Rhumbline Advisers | 851.6k | 0.30% | $31.6M | trimmed -1.2% | 2018 Q2 |
| Swiss National Bank | 841.0k | 0.30% | $31.2M | added +2.5% | 2023 Q2 |
| Amundi | 798.9k | 0.28% | $29.7M | trimmed -19.1% | 2018 Q4 |
| Federated Hermes, INC. | 787.8k | 0.28% | $29.2M | trimmed -63% | 2018 Q2 |
| Deutsche Bank AG\ | 697.9k | 0.25% | $25.9M | trimmed -11.5% | 2018 Q2 |
| Fiera Capital CORP | 694.0k | 0.24% | $25.8M | added +1.5% | 2025 Q2 |
Largest 50 of 518 shown; the full ranked, searchable register is at boothcheck.com/holders/EQH. Related filers are grouped using the filings' own included-manager declarations. Historically, several managers opening new positions in the same quarter said almost nothing about the quarter that followed (59,118 cases since 2013). A filed record, not a forecast. Nothing here is investment advice.