Position in EQH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$134,216,146
+$3,378,316 QoQ
Shares Held
3,058,709
-13.2% QoQ
Ownership
1.12%
of shares outstanding
% of Portfolio
0.01%
of 13F equity value
Holder Rank
#23
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026Invesco Ltd. holds $8,846,929,479 across 277 Asset Management names. EQH ranks #16 (1.5% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | STT |
State Street Corp
|
6,572,279 | $1,114,658,510 | |
| 2 | KKR |
KKR & Co. Inc.
|
10,269,796 | $942,561,871 | |
| 3 | BLK |
BlackRock, Inc.
|
610,300 | $586,840,060 | |
| 4 | NTRS |
Northern Trust Corp
|
3,273,660 | $569,093,044 | |
| 5 | TROW |
Price T Rowe Group Inc
|
3,955,664 | $449,719,436 | |
| 6 | AMP |
Ameriprise Financial Inc
|
939,460 | $430,986,663 | |
| 7 | PFG |
Principal Financial Group Inc
|
3,771,641 | $406,507,459 | |
| 8 | BEN |
Franklin Resources Inc
|
12,091,225 | $402,275,053 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $134,216,146 | 3,058,709 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $130,837,830 | 3,525,676 | Shares | Defined | 2026-05-12 | |
| 2025-12-31 | $218,828,237 | 4,592,408 | Shares | Defined | 2026-02-19 | |
| 2025-09-30 | $239,190,196 | 4,710,323 | Shares | Defined | 2025-11-13 | |
| 2025-06-30 | $379,977,859 | 6,773,224 | Shares | Defined | 2025-08-13 | |
| 2025-03-31 | $362,069,041 | 6,950,836 | Shares | Defined | 2025-05-12 | |
| 2024-12-31 | $381,560,294 | 8,089,046 | Shares | Defined | 2025-02-13 | |
| 2024-09-30 | $325,058,669 | 7,733,968 | Shares | Defined | 2024-11-12 | |
| 2024-06-30 | $296,057,088 | 7,245,646 | Shares | Defined | 2024-08-13 | |
| 2024-03-31 | $294,774,269 | 7,755,177 | Shares | Defined | 2024-05-14 | |
| 2023-12-31 | $303,300,057 | 9,108,110 | Shares | Defined | 2024-02-13 | |
| 2023-09-30 | $271,342,727 | 9,557,687 | Shares | Defined | 2023-11-13 | |
| 2023-06-30 | $285,011,927 | 10,493,812 | Shares | Defined | 2023-08-11 | |
| 2023-03-31 | $263,422,970 | 10,375,068 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $306,908,668 | 10,693,682 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $306,405,487 | 11,628,292 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $305,037,241 | 11,700,700 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $429,138,453 | 13,883,483 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $441,477,439 | 13,463,783 | Shares | Defined | 2022-02-14 | |
| 2021-09-30 | $461,025,861 | 15,554,179 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $484,797,337 | 15,921,095 | Shares | Defined | 2021-08-17 | |
| 2021-03-31 | $522,105,865 | 16,005,698 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $573,282,889 | 22,402,614 | Shares | Defined | 2021-02-16 | |
| 2020-09-30 | $418,588,461 | 22,948,929 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $461,662,165 | 23,932,720 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $357,299,525 | 24,726,611 | Shares | Defined | 2020-05-15 | |
| No filing history on record for this holder in this stock. | ||||||