EQH
Equitable Holdings, Inc. · Financial Services · Asset Management
Momentum inputs (comparable managers):
holder breadth -7.1% ·
share flow +1.6% ·
net new positions -7.7%
— formula
Concentrated accumulation — rising shares among fewer holders
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2025
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q2 2026 | 141 | -4 | 203.99M | $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 | — | — |
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | T. Rowe Price ✦ | 19.71M | -7.4% | $1.03B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 2 | T. Rowe Price ✦ | 19.71M | -7.4% | $1.03B | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 3 | State Street Global Advisors ✦ (passive) | 12.85M | -1.4% | $669.17M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 4 | Norges Bank ✦ (passive) | 12.76M | -9.9% | $664.89M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 5 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 6 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 7 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 8 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 9 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 10 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 11 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 12 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 13 | Wellington Management ✦ | 10.88M | +23.4% | $566.66M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 14 | Geode Capital Management ✦ (passive) | 5.88M | +4.4% | $305.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 15 | Geode Capital Management ✦ (passive) | 5.88M | +4.4% | $305.50M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 16 | Viking Global Investors ✦ | 3.28M | +329.1% | $170.83M | 0.5% | ▲ Add | 4 | SEC ↗ |
| 17 | AQR Capital Management ✦ | 1.91M | +85.5% | $96.98M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 18 | AQR Capital Management ✦ | 1.91M | +85.5% | $96.98M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 19 | AQR Capital Management ✦ | 1.91M | +85.5% | $96.98M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 20 | AQR Capital Management ✦ | 1.91M | +85.5% | $96.98M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 21 | AQR Capital Management ✦ | 1.91M | +85.5% | $96.98M | 0.1% | ▲ Add | 4 | SEC ↗ |
| 22 | Marshall Wace ✦ | 1.81M | -20.3% | $94.42M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 23 | Marshall Wace ✦ | 1.81M | -20.3% | $94.42M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 24 | Marshall Wace ✦ | 1.81M | -20.3% | $94.42M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 25 | Millennium Management ✦ | 1.10M | -41.0% | $57.56M | 0.1% | ▼ Trim | 4 | SEC ↗ |
| 26 | Citadel Advisors ✦ | 781.31K | +43597.4% | $40.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 27 | Citadel Advisors ✦ | 781.31K | +43597.4% | $40.70M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 28 | Two Sigma Investments ✦ | 216.76K | +16.8% | $11.29M | 0.0% | ▲ Add | 4 | SEC ↗ |
| 29 | Soros Fund Management ✦ | 37.50K | New | $1.95M | 0.0% | New | 1 | SEC ↗ |
| 30 | Bridgewater Associates ✦ | 32.88K | +31.8% | $1.71M | 0.0% | ▲ Add | 3 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value — the conviction measure. ✦ = curated manager.
New buyers
| Soros Fund Management | $1.95M | 0.0% |
Exited
| Arrowstreet Capital | $42.50M | was 0.0% |
| Adage Capital Partners | $5.90M | 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.
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)
Officer · 4.66K sh · $239,406
Officer · 4.20K sh · $220,553
Officer · 500 sh · $26,524
Officer · 2.46K sh · $126,362
Officer · 2.24K sh · $117,655
Officer · 300 sh · $15,919
Director · 2.20K sh · $113,003
Officer · 947 sh · $50,073
Director · 1.47K sh · $74,987
Director · 7.50K sh · $386,554
Awards, exercises and tax withholding are never counted as buys or sales here. Methodology