EQC — EQUITY COMWLTH
EQC (EQUITY COMWLTH) is tracked on HoldingsHub across five years of quarterly 13F filings. 39 funds have reported positions historically, with the sum of their latest reported stakes valued at $105.47M. No fund in our coverage reported a position in the latest filing period, which typically means the stock has fallen out of the tracked funds' portfolios rather than that it cannot be bought.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| D. E. Shaw & Co history | Q3 2024 | 1.30M | $25.83M | 0.02% | Add |
| Amundi US history | Q4 2022 | 482.65K | $12.23M | 0.01% | Add |
| Royce & Associates history | Q2 2024 | 493.43K | $9.57M | 0.09% | Reduce |
| BlackRock Inc history | Q1 2025 | 5.82M | $9.38M | 0.00% | Add |
| Vanguard Group history | Q1 2025 | 4.90M | $7.88M | 0.00% | Reduce |
| Prudential Financial history | Q3 2024 | 313.99K | $6.25M | 0.01% | Add |
| Millennium Management history | Q1 2025 | 3.50M | $5.63M | 0.00% | Hold |
| Balyasny Asset Management history | Q3 2024 | 240.37K | $4.78M | 0.01% | Reduce |
| Legal & General Investment Management America history | Q3 2024 | 214.88K | $4.28M | 0.00% | Add |
| Geode Capital Management history | Q1 2025 | 1.76M | $2.84M | 0.00% | Add |
| CPP Investments history | Q3 2021 | 100.00K | $2.60M | 0.00% | New |
| AQR Capital Management history | Q1 2025 | 1.40M | $2.25M | 0.00% | Add |
| Two Sigma Investments history | Q1 2025 | 1.29M | $2.08M | 0.01% | Reduce |
| Goldman Sachs Group history | Q1 2025 | 946.82K | $1.52M | 0.00% | Reduce |
| Arrowstreet Capital history | Q1 2025 | 787.69K | $1.27M | 0.00% | Add |
| MFS Investment Management history | Q4 2022 | 49.88K | $1.25M | 0.00% | New |
| Charles Schwab Investment Management history | Q1 2025 | 678.13K | $1.09M | 0.00% | Reduce |
| Janus Henderson Group history | Q3 2024 | 51.60K | $1.03M | 0.00% | Hold |
| Northern Trust Corp history | Q1 2025 | 479.54K | $772.06K | 0.00% | Reduce |
| Renaissance Technologies history | Q1 2025 | 398.20K | $641.10K | 0.00% | Reduce |
New Positions (latest)
No fund opened a new position this quarter.
Fully Exited (vs previous quarter)
No tracked fund fully exited this quarter.
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q1 2021 | Q2 2021 | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 11.27M | 5.56M | 5.82M |
| Vanguard Group | 17.97M | 18.43M | 18.45M | 18.54M | 18.09M | 17.33M | 17.14M | 16.98M | 17.09M | 16.62M | 16.49M | 16.19M | 16.26M | 16.14M | 16.14M | 7.06M | 4.90M |
| Millennium Management | — | — | 12.67K | 12.64K | 200.38K | 66.48K | 132.41K | 166.55K | 255.45K | 33.09K | 189.83K | 514.88K | 78.97K | 21.02K | — | 3.49M | 3.50M |
| Geode Capital Management | — | — | 2.33M | 2.27M | 2.22M | 2.17M | 2.14M | 2.15M | 2.26M | 2.30M | 2.39M | 2.43M | 2.51M | 2.67M | 2.69M | 1.24M | 1.76M |
| AQR Capital Management | — | — | 17.62K | 16.24K | 15.98K | 31.17K | 49.10K | 77.15K | 133.44K | 71.32K | 63.10K | 103.52K | 119.38K | 93.57K | 148.04K | 833.47K | 1.40M |
| Two Sigma Investments | — | — | 43.88K | — | — | — | — | 682.70K | 436.01K | 463.04K | — | 636.45K | 405.49K | 209.28K | 242.52K | 1.37M | 1.29M |
| Goldman Sachs Group | — | — | 564.86K | 351.88K | 203.63K | 250.26K | 548.06K | 1.10M | 1.39M | 1.12M | 1.24M | 1.24M | 340.53K | 313.62K | 739.14K | 1.01M | 946.82K |
| Arrowstreet Capital | — | — | — | 15.91K | 440.25K | — | — | — | — | — | — | 205.19K | 274.78K | 159.97K | 1.01M | 782.40K | 787.69K |
| Charles Schwab Investment Management | — | — | 1.63M | 1.65M | 1.60M | 1.56M | 1.57M | 1.58M | 1.53M | 1.53M | 1.56M | 1.55M | 1.40M | 1.43M | 1.49M | 1.13M | 678.13K |
| Northern Trust Corp | — | — | 1.95M | 1.81M | 1.65M | 1.49M | 1.50M | 1.54M | 1.22M | 1.28M | 1.31M | 1.45M | 1.38M | 1.36M | 1.39M | 536.29K | 479.54K |
| Renaissance Technologies | — | — | 1.20M | 1.18M | 1.38M | 1.45M | 1.88M | 2.04M | 2.25M | 1.70M | 1.51M | 1.37M | 1.33M | 1.13M | 1.10M | 1.40M | 398.20K |
| Citadel Advisors | — | — | 11.00K | 85.56K | 342.65K | 101.56K | 141.32K | 144.68K | 1.17M | 449.34K | 73.11K | 285.88K | 238.06K | 471.21K | 342.57K | 923.84K | 290.58K |
| Morgan Stanley | — | — | 905.49K | 723.37K | 585.12K | 745.03K | 783.62K | 665.85K | 1.50M | 1.41M | 1.76M | 755.94K | 842.74K | 1.29M | 1.07M | 265.28K | 142.70K |
| JPMorgan Chase & Co | — | — | 527.64K | 661.17K | 625.85K | 1.05M | 1.11M | 959.54K | 778.69K | 1.12M | 999.37K | 1.19M | 895.78K | 1.15M | 763.38K | 293.48K | 104.39K |
| Citigroup Inc | — | — | 174.97K | 152.72K | 93.10K | 61.48K | 51.72K | 29.62K | 48.48K | 55.92K | 24.11K | 44.29K | 118.99K | 75.31K | 145.26K | 11.59K | 66.57K |
| BNY Mellon | — | — | 1.18M | 1.13M | 642.08K | 581.77K | 590.40K | 624.30K | 609.09K | 1.09M | 895.55K | 1.06M | 923.25K | 873.05K | 599.56K | 62.23K | 59.57K |
| Bank of America Corp | — | — | 758.50K | 560.88K | 501.35K | 531.04K | 65.34K | 99.11K | 161.66K | 265.81K | 148.53K | 201.50K | 186.45K | 295.90K | 321.04K | 189.50K | 33.28K |
| UBS Group AG | — | — | 130.04K | 161.94K | 118.01K | 88.39K | 57.22K | 123.41K | 106.67K | 93.12K | 100.99K | 155.93K | 160.72K | 57.10K | 65.72K | 375.03K | 20.08K |
| Fidelity Management & Research (FMR) | — | — | 4.56M | 4.57M | 5.46M | 5.56M | 4.97M | 4.97M | 3.48M | 3.24M | 1.39K | 5.56K | 2.90K | 106.63K | 187.17K | 17.73K | 6.20K |
| Wells Fargo & Co | — | — | 388.89K | 145.12K | 66.71K | 22.43K | 12.44K | 78.19K | 39.74K | 51.31K | 31.07K | 35.87K | 38.60K | 48.78K | 50.87K | 1.99K | 1.56K |