Security record
EQH
Equitable Holdings, Inc. · Financial Services · Asset Management
141Tracked holders
-4Δ holders
203.97MShares held
$8.95BReported value
+12New positions
−15Exits
Momentum inputs (comparable managers):
holder breadth -2.8% ·
share flow -4.8% ·
net new positions -2.1%
— formula
Broad distribution — falling shares and fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q2 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | -4 | 203.97M | $8.95B | +12 | −15 |
| Q1 2026 | 147 | +4 | 196.44M | $7.29B | +10 | −7 |
| Q4 2025 | 142 | -1 | 234.74M | $11.19B | +1 | −1 |
| Q3 2025 | 18 | -1 | 125.99M | $6.40B | +1 | −3 |
| Q2 2025 | 17 | +1 | 132.85M | $7.45B | +2 | −1 |
| Q1 2025 | 13 | -1 | 71.25M | $3.71B | +1 | −2 |
| Q4 2024 | 14 | -2 | 70.10M | $3.31B | — | −2 |
| Q3 2024 | 15 | 0 | 56.34M | $2.37B | +1 | −1 |
| Q2 2024 | 15 | — | 60.30M | $2.46B | — | — |
Who holds it · Q2 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 25.90M | -5.2% | $1.14B | 0.0% | ▼ Trim | 5 | SEC ↗ ×17 |
| 2 | Norges Bank ✦ (passive) | 18.33M | New | $804.18M | 0.1% | New | 1 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 18.19M | +3.8% | $798.04M | 0.1% | ▲ Add | 9 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 12.70M | +0.6% | $557.42M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 5 | Harris Associates (Oakmark) ✦ | 9.49M | +33495.5% | $416.38M | 0.6% | ▲ Add | 2 | SEC ↗ ×2 |
| 6 | State Street Global Advisors ✦ (passive) | 9.39M | -21.6% | $411.96M | 0.0% | ▼ Trim | 7 | SEC ↗ |
| 7 | Canada Pension Plan Investment Board | 9.11M | -50.0% | $399.58M | 0.2% | ▼ Trim | 3 | SEC ↗ |
| 8 | Wellington Management ✦ | 8.78M | +6.3% | $385.49M | 0.1% | ▲ Add | 9 | SEC ↗ ×8 |
| 9 | Capital International Investors | 8.42M | -19.3% | $369.25M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 10 | Geode Capital Management ✦ (passive) | 5.44M | -7.1% | $238.78M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 11 | Viking Global Investors ✦ | 5.40M | New | $236.90M | 0.7% | New | 1 | SEC ↗ |
| 12 | Bank Of Montreal /Can/ | 4.84M | -1.3% | $212.46M | 0.1% | ▼ Trim | 3 | SEC ↗ ×9 |
| 13 | Massachusetts Financial Services Co… | 4.23M | +6.1% | $186.95M | 0.1% | ▲ Add | 3 | SEC ↗ ×7 |
| 14 | Dimensional Fund Advisors Lp | 3.87M | +0.2% | $169.62M | 0.0% | ▲ Add | 3 | SEC ↗ ×5 |
| 15 | Morgan Stanley ✦ | 3.35M | +9.4% | $146.88M | 0.0% | ▲ Add | 4 | SEC ↗ ×14 |
| 16 | Northern Trust Corp | 3.26M | -14.9% | $143.12M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 17 | Invesco Ltd. | 3.06M | -13.2% | $134.22M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 18 | Fidelity (FMR) ✦ | 3.04M | +41.5% | $133.46M | 0.0% | ▲ Add | 5 | SEC ↗ ×3 |
| 19 | Marshall Wace ✦ | 2.78M | +37.5% | $121.95M | 0.1% | ▲ Add | 2 | SEC ↗ ×4 |
| 20 | Goldman Sachs Group ✦ | 2.66M | -10.7% | $116.57M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 21 | Nuveen, LLC | 2.34M | +22.6% | $102.70M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 22 | Jane Street Group, Llc | 2.26M | +22.6% | $99.32M | 0.1% | ▲ Add | 3 | SEC ↗ ×2 |
| 23 | Charles Schwab Investment… | 2.14M | +2.5% | $94.03M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 24 | Bank of New York Mellon Corp | 2.13M | -12.8% | $93.47M | 0.0% | ▼ Trim | 3 | SEC ↗ ×12 |
| 25 | D. E. Shaw & Co. ✦ | 2.03M | -7.6% | $89.26M | 0.1% | ▼ Trim | 5 | SEC ↗ ×2 |
| 26 | Principal Financial Group Inc | 2.00M | +2.5% | $87.92M | 0.0% | ▲ Add | 3 | SEC ↗ ×3 |
| 27 | UBS Group AG | 1.79M | -7.0% | $78.61M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 28 | Nordea Investment Management Ab | 1.48M | -44.4% | $64.81M | 0.1% | ▼ Trim | 3 | SEC ↗ ×2 |
| 29 | Citadel Advisors ✦ | 1.38M | -56.0% | $60.52M | 0.0% | ▼ Trim | 9 | SEC ↗ ×2 |
| 30 | Alyeska Investment Group, L.P. | 1.37M | +5578.5% | $59.92M | 0.2% | ▲ Add | 2 | SEC ↗ |
| 31 | Qube Research & Technologies Ltd | 1.32M | New | $57.90M | 0.1% | New | 1 | SEC ↗ |
| 32 | Arrowstreet Capital ✦ | 1.17M | +1381.8% | $51.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 33 | Adage Capital Partners ✦ | 1.15M | +283.3% | $50.46M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | UBS AM, a distinct business unit of… | 1.05M | -49.0% | $46.14M | 0.0% | ▼ Trim | 3 | SEC ↗ ×11 |
| 35 | Bank Of America Corp /De/ | 942.78K | +6.0% | $41.37M | 0.0% | ▲ Add | 3 | SEC ↗ ×6 |
| 36 | Lazard Asset Management Llc | 884.18K | -2.0% | $38.80M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 37 | Renaissance Technologies ✦ | 819.90K | New | $35.98M | 0.1% | New | 1 | SEC ↗ |
| 38 | Rhumbline Advisers | 762.28K | -10.5% | $33.45M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 39 | JPMorgan Chase ✦ | 689.50K | +46.1% | $31.02M | 0.0% | ▲ Add | 4 | SEC ↗ ×9 |
| 40 | Legal & General Group Plc | 684.21K | -48.3% | $30.02M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 41 | Manufacturers Life Insurance… | 649.65K | +3.6% | $28.51M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 42 | Millennium Management ✦ | 611.23K | -76.5% | $26.82M | 0.0% | ▼ Trim | 9 | SEC ↗ |
| 43 | Ensign Peak Advisors, Inc | 590.43K | -11.0% | $25.91M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 44 | Storebrand Asset Management As | 588.80K | -10.8% | $25.84M | 0.1% | ▼ Trim | 3 | SEC ↗ |
| 45 | Swiss National Bank | 565.20K | -32.8% | $24.80M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 46 | Ameriprise Financial Inc | 532.55K | -67.1% | $23.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 47 | Wells Fargo & Company/Mn | 531.89K | -8.8% | $23.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 48 | Caisse De Depot Et Placement Du… | 483.00K | New | $21.19M | 0.0% | New | 1 | SEC ↗ |
| 49 | Hsbc Holdings Plc | 465.37K | -46.8% | $20.38M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 50 | California Public Employees… | 405.26K | -0.2% | $17.78M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 51 | Raymond James Financial Inc | 376.58K | -4.5% | $16.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 52 | Point72 Asset Management ✦ | 372.56K | +12.7% | $16.35M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 53 | AQR Capital Management ✦ | 337.28K | -66.7% | $14.80M | 0.0% | ▼ Trim | 9 | SEC ↗ ×8 |
| 54 | Sei Investments Co | 320.62K | -43.4% | $14.07M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 55 | Susquehanna International Group, Llp | 294.89K | +172.8% | $12.94M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 56 | Robeco Institutional Asset… | 279.37K | -69.0% | $12.26M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 57 | Bridgewater Associates ✦ | 261.02K | -43.1% | $11.45M | 0.0% | ▼ Trim | 8 | SEC ↗ |
| 58 | State Board Of Administration Of… | 260.26K | -8.2% | $11.42M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 59 | Quantinno Capital Management LP | 258.84K | +28.6% | $11.36M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 60 | Envestnet Asset Management Inc | 257.50K | -19.9% | $11.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 61 | Swedbank AB | 254.76K | -49.7% | $11.18M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 62 | Alliancebernstein L.P. | 280.81K | +1.4% | $10.42M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 63 | Two Sigma Investments ✦ | 210.91K | +232.1% | $9.25M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 64 | State Of Wisconsin Investment Board | 207.16K | +5.6% | $9.09M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 65 | Squarepoint Ops LLC | 205.05K | +91.6% | $9.00M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 66 | Barclays Plc | 195.79K | -48.5% | $8.59M | 0.0% | ▼ Trim | 3 | SEC ↗ ×4 |
| 67 | Aberdeen Group plc | 192.19K | +8.6% | $8.43M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 68 | Russell Investments Group, Ltd. | 189.56K | -43.5% | $8.32M | 0.0% | ▼ Trim | 3 | SEC ↗ ×8 |
| 69 | Stifel Financial Corp | 179.15K | -17.8% | $7.86M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 70 | New York State Common Retirement… | 166.28K | -49.8% | $7.30M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 71 | Prudential Financial Inc | 148.53K | -3.1% | $6.52M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 72 | Franklin Resources Inc | 146.35K | -72.5% | $6.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 73 | BNP Paribas Asset Management… | 141.39K | +2.8% | $6.20M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 74 | Amundi | 123.62K | -84.5% | $5.42M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 75 | Zurcher Kantonalbank (Zurich… | 117.76K | -77.9% | $5.17M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 76 | Royal London Asset Management Ltd | 115.22K | -8.4% | $5.06M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 77 | Fifth Third Bancorp | 96.71K | -3.4% | $4.24M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 78 | LMR Partners LLP | 86.88K | New | $3.81M | 0.0% | New | 1 | SEC ↗ ×2 |
| 79 | Citigroup Inc | 83.22K | -50.6% | $3.65M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 80 | Rockefeller Capital Management L.P. | 76.88K | -2.1% | $3.37M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
| 81 | Mitsubishi UFJ Trust & Banking Corp | 76.12K | -58.2% | $3.34M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 82 | Connor, Clark & Lunn Investment… | 75.49K | -26.5% | $3.31M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 83 | Toronto Dominion Bank | 70.49K | +78.0% | $3.09M | 0.0% | ▲ Add | 3 | SEC ↗ ×2 |
| 84 | Capstone Investment Advisors, Llc | 70.00K | New | $3.07M | 0.0% | New | 1 | SEC ↗ |
| 85 | Grantham, Mayo, Van Otterloo & Co.… | 67.33K | New | $2.95M | 0.0% | New | 1 | SEC ↗ |
| 86 | Baird Financial Group, Inc. | 63.96K | -7.2% | $2.81M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 87 | Sumitomo Mitsui Trust Group, Inc. | 59.09K | -90.7% | $2.59M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 88 | LPL Financial LLC | 58.55K | +23.1% | $2.57M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 89 | Balyasny Asset Management L.P. | 58.25K | New | $2.56M | 0.0% | New | 1 | SEC ↗ ×2 |
| 90 | Universal- Beteiligungs- und… | 52.77K | -73.4% | $2.32M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 91 | Royal Bank Of Canada | 52.65K | -36.3% | $2.31M | 0.0% | ▼ Trim | 3 | SEC ↗ ×6 |
| 92 | Man Group plc | 48.33K | -74.7% | $2.12M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 93 | Voya Investment Management Llc | 47.70K | -54.4% | $2.09M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 94 | American Century Companies Inc | 47.50K | +0.3% | $2.08M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 95 | Victory Capital Management Inc | 45.40K | -64.5% | $1.99M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 96 | Pictet Asset Management Holding SA | 43.88K | -87.0% | $1.93M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 97 | Deutsche Bank Ag\ | 41.93K | -94.0% | $1.84M | 0.0% | ▼ Trim | 3 | SEC ↗ ×5 |
| 98 | Mariner, LLC | 40.86K | -15.5% | $1.79M | 0.0% | ▼ Trim | 3 | SEC ↗ |
| 99 | Neuberger Berman Group LLC | 39.31K | -4.5% | $1.73M | 0.0% | ▼ Trim | 3 | SEC ↗ ×2 |
| 100 | Cerity Partners LLC | 31.91K | -38.1% | $1.40M | 0.0% | ▼ Trim | 3 | SEC ↗ ×3 |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Norges Bank | $804.18M | 0.1% |
| Viking Global Investors | $236.90M | 0.7% |
| Qube Research & Technologies… | $57.90M | 0.1% |
| Renaissance Technologies | $35.98M | 0.1% |
| Caisse De Depot Et Placement… | $21.19M | 0.0% |
| LMR Partners LLP | $3.81M | 0.0% |
| Capstone Investment Advisors… | $3.07M | 0.0% |
| Grantham, Mayo, Van Otterloo… | $2.95M | 0.0% |
| Balyasny Asset Management L.P. | $2.56M | 0.0% |
Exited
| PFA Pension… | $37.96M | was 0.1% |
| Korea Investment CORP | $8.71M | was 0.0% |
| Danske Bank A/S | $5.38M | was 0.0% |
| Hrt Financial Lp | $5.11M | was 0.0% |
| Asset Management One Co., Ltd. | $4.46M | was 0.0% |
| Holocene Advisors, LP | $3.09M | was 0.0% |
| Assenagon Asset Management… | $2.76M | was 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $2.74M | was 0.0% |
| Daiwa Securities Group Inc. | $949,756 | was 0.0% |
| Credit Agricole S A | $938,401 | was 0.0% |
| National Pension Service | $923,482 | was 0.0% |
| Bank Of Nova Scotia | $758,083 | was 0.0% |
Full-market context: across ALL 13F filers (SEC structured data, Q1 2026): 2 holders, 674 shares, $13,082 reported. This is a different, older period than the tracked-universe figures above and the two are never mixed.
Frequently co-owned
What else this security's tracked holders most often hold — shared-ownership counts, not fundamental relationships.
Open-market purchases (P)
No open-market insider purchases in our coverage window.
Open-market sales (S)
Sep 21
SCOTT BERTRAM L
Director · 2.78K sh · $151,093
Sep 17
MacKay Craig C
Director · 2.00K sh · $108,550
Sep 04
Lane Nick
Officer · 14.92K sh · $794,518
Sep 04
Isaacs-Lowe Arlene
Director · 1.00K sh · $52,825
Aug 17
HURD JEFFREY J
Officer · 2.46K sh · $126,362
Aug 17
HURD JEFFREY J
Officer · 2.24K sh · $117,655
Aug 17
HURD JEFFREY J
Officer · 300 sh · $15,919
Aug 17
HURD JEFFREY J
Officer · 4.66K sh · $239,406
Aug 17
HURD JEFFREY J
Officer · 4.20K sh · $220,553
Aug 17
HURD JEFFREY J
Officer · 500 sh · $26,524
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology
Aug 14
SC 13G/A — PRICE T ROWE ASSOCIATES INC /MD/
Aug 14
SC 13G/A — CANADA PENSION PLAN INVESTMENT BOARD
Jul 31
SC 13G/A — VANGUARD PORTFOLIO MANAGEMENT LLC
Provenance: Ownership from parsed 13F common-stock positions (tracked universe, comparable sets for changes); insider rows from Forms 3/4/5; stakes from Schedules 13D/13G; every filing links to its original on SEC EDGAR.
Reporting period: Q2 2026 ·
Methodology ·
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