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Security record · archived quarter

EQH

Equitable Holdings, Inc. · Financial Services · Asset Management

52.75 -4.2% mkt cap $14.40B quote delayed (FMP) · as of Oct 23 22:08 UTC · separate from filing data below

Q3 2026 Q2 2026 Q1 2026 Q4 2025 Q3 2025 Q2 2025 Q1 2025 Q4 2024
142Tracked holders
-1Δ holders
234.74MShares held
$11.19BReported value
+1New positions
−1Exits
Stable Conviction score 35/100 How these are computed → Explain this at the Research Desk →

Momentum inputs (comparable managers): holder breadth -0.7% · share flow -3.7% · net new positions 0.0% · formula
Broad distribution: falling shares and fewer holders

All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q4 2025

Ownership over time
QuarterHoldersΔSharesReported valueNewExits
Q3 2026 2 0 85.96K $4.30M n/a −2
Q2 2026 139 -4 203.82M $8.94B +12 −17
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 n/a −2
Q3 2024 15 0 56.34M $2.37B +1 −1
Q2 2024 15 n/a 60.30M $2.46B n/a n/a
Holder count
Who holds it · Q4 2025
#ManagerSharesΔ sharesValueTheir weightHeld
1 The Vanguard Group ✦ (passive) 30.63M -4.7% $1.46B 0.0% ▼ Trim 3 SEC ↗ ×5
2 BlackRock ✦ (passive) 27.32M -5.8% $1.30B 0.0% ▼ Trim 3 SEC ↗ ×20
3 Canada Pension Plan Investment Board 19.28M n/a $918.89M 0.6% n/c 1 SEC ↗
4 T. Rowe Price ✦ 17.26M +7.0% $822.35M 0.1% ▲ Add 7 SEC ↗ ×2
5 Capital International Investors 13.55M n/a $645.45M 0.1% n/c 1 SEC ↗
6 State Street Global Advisors ✦ (passive) 12.23M -0.3% $582.92M 0.0% ▼ Trim 5 SEC ↗
7 Norges Bank ✦ (passive) 11.56M New $550.99M 0.1% New 1 SEC ↗
8 Wellington Management ✦ 8.30M -33.0% $395.72M 0.1% ▼ Trim 7 SEC ↗ ×8
9 Geode Capital Management ✦ (passive) 6.36M -0.4% $307.44M 0.0% ▼ Trim 7 SEC ↗ ×2
10 Massachusetts Financial Services Co… 4.82M n/a $229.81M 0.1% n/c 1 SEC ↗ ×7
11 Invesco Ltd. 4.59M n/a $218.83M 0.0% n/c 1 SEC ↗ ×14
12 Nordea Investment Management Ab 3.97M n/a $189.91M 0.2% n/c 1 SEC ↗ ×3
13 Northern Trust Corp 3.88M n/a $184.89M 0.0% n/c 1 SEC ↗ ×10
14 Boston Partners 3.55M n/a $169.37M 0.2% n/c 1 SEC ↗ ×4
15 Dimensional Fund Advisors Lp 3.43M n/a $163.31M 0.0% n/c 1 SEC ↗ ×5
16 Morgan Stanley ✦ 3.25M -19.1% $154.88M 0.0% ▼ Trim 2 SEC ↗ ×11
17 Bank of New York Mellon Corp 2.94M n/a $140.27M 0.0% n/c 1 SEC ↗ ×15
18 Fidelity (FMR) ✦ 2.85M -0.7% $135.62M 0.0% ▼ Trim 3 SEC ↗ ×4
19 Bank Of Montreal /Can/ 2.42M n/a $116.59M 0.0% n/c 1 SEC ↗ ×5
20 First Trust Advisors Lp 2.13M n/a $101.41M 0.1% n/c 1 SEC ↗
21 Federated Hermes, Inc. 2.13M n/a $101.37M 0.2% n/c 1 SEC ↗ ×2
22 Principal Financial Group Inc 2.06M n/a $98.13M 0.1% n/c 1 SEC ↗ ×3
23 Charles Schwab Investment… 1.99M n/a $94.98M 0.0% n/c 1 SEC ↗
24 UBS AM, a distinct business unit of… 1.90M n/a $90.34M 0.0% n/c 1 SEC ↗ ×11
25 Nuveen, LLC 1.85M n/a $88.15M 0.0% n/c 1 SEC ↗ ×3
26 Goldman Sachs Group ✦ 1.84M -21.7% $87.71M 0.0% ▼ Trim 2 SEC ↗ ×4
27 Hsbc Holdings Plc 1.65M n/a $79.10M 0.0% n/c 1 SEC ↗ ×12
28 D. E. Shaw & Co. ✦ 1.62M +76.1% $77.18M 0.1% ▲ Add 3 SEC ↗ ×2
29 Legal & General Group Plc 1.43M n/a $68.12M 0.0% n/c 1 SEC ↗ ×3
30 Robeco Institutional Asset… 1.33M n/a $63.45M 0.1% n/c 1 SEC ↗
31 Ameriprise Financial Inc 1.20M n/a $57.17M 0.0% n/c 1 SEC ↗ ×3
32 Allspring Global Investments… 1.19M n/a $56.92M 0.1% n/c 1 SEC ↗ ×3
33 Millennium Management ✦ 1.14M -24.1% $54.34M 0.0% ▼ Trim 7 SEC ↗
34 AQR Capital Management ✦ 1.10M -6.7% $52.37M 0.0% ▼ Trim 7 SEC ↗ ×6
35 Citadel Advisors ✦ 1.05M +1228.2% $50.23M 0.0% ▲ Add 7 SEC ↗ ×2
36 JPMorgan Chase ✦ 1.04M -63.9% $49.46M 0.0% ▼ Trim 2 SEC ↗ ×12
37 PFA Pension, Forsikringsaktieselskab 1.02M n/a $49.21M 0.1% n/c 1 SEC ↗
38 UBS Group AG 1.01M n/a $48.07M 0.0% n/c 1 SEC ↗ ×4
39 Amundi 987.02K n/a $47.03M 0.0% n/c 1 SEC ↗ ×5
40 Rhumbline Advisers 862.11K n/a $41.08M 0.0% n/c 1 SEC ↗
41 Swiss National Bank 820.80K n/a $39.11M 0.0% n/c 1 SEC ↗
42 Deutsche Bank Ag\ 788.51K n/a $37.57M 0.0% n/c 1 SEC ↗ ×7
43 Bank Of America Corp /De/ 767.75K n/a $36.58M 0.0% n/c 1 SEC ↗ ×8
44 Lazard Asset Management Llc 720.58K n/a $34.34M 0.1% n/c 1 SEC ↗
45 Storebrand Asset Management As 685.30K n/a $32.65M 0.1% n/c 1 SEC ↗
46 Sumitomo Mitsui Trust Group, Inc. 674.29K n/a $32.13M 0.0% n/c 1 SEC ↗
47 Qube Research & Technologies Ltd 668.15K n/a $31.84M 0.0% n/c 1 SEC ↗
48 Ensign Peak Advisors, Inc 651.39K n/a $31.04M 0.1% n/c 1 SEC ↗
49 Zurcher Kantonalbank (Zurich… 615.49K n/a $29.33M 0.1% n/c 1 SEC ↗
50 Wells Fargo & Company/Mn 578.34K n/a $27.56M 0.0% n/c 1 SEC ↗ ×4
51 Sei Investments Co 573.98K n/a $27.35M 0.0% n/c 1 SEC ↗ ×3
52 National Pension Service 558.78K n/a $26.63M 0.0% n/c 1 SEC ↗
53 Bridgewater Associates ✦ 546.24K -0.7% $26.03M 0.1% ▼ Trim 6 SEC ↗
54 California State Teachers… 542.60K n/a $25.85M 0.0% n/c 1 SEC ↗
55 Manufacturers Life Insurance… 522.73K n/a $25.06M 0.0% n/c 1 SEC ↗
56 Barclays Plc 523.27K n/a $24.93M 0.0% n/c 1 SEC ↗ ×4
57 Swedbank AB 509.90K n/a $24.30M 0.0% n/c 1 SEC ↗
58 Franklin Resources Inc 469.61K n/a $22.38M 0.0% n/c 1 SEC ↗ ×6
59 California Public Employees… 430.11K n/a $20.49M 0.0% n/c 1 SEC ↗
60 Raymond James Financial Inc 423.05K n/a $20.16M 0.0% n/c 1 SEC ↗ ×4
61 Citigroup Inc 398.58K n/a $18.99M 0.0% n/c 1 SEC ↗ ×3
62 Jane Street Group, Llc 387.59K n/a $18.47M 0.0% n/c 1 SEC ↗ ×2
63 American Century Companies Inc 380.34K n/a $18.12M 0.0% n/c 1 SEC ↗
64 Man Group plc 347.64K n/a $16.57M 0.0% n/c 1 SEC ↗ ×2
65 Allianz Asset Management GmbH 346.55K n/a $16.51M 0.0% n/c 1 SEC ↗ ×2
66 New York State Common Retirement… 337.01K n/a $16.06M 0.0% n/c 1 SEC ↗
67 Mitsubishi UFJ Asset Management… 311.98K n/a $14.97M 0.0% n/c 1 SEC ↗
68 Point72 Asset Management ✦ 312.58K +56.1% $14.89M 0.0% ▲ Add 2 SEC ↗
69 Mitsubishi UFJ Trust & Banking Corp 300.70K n/a $14.33M 0.0% n/c 1 SEC ↗ ×2
70 BNP Paribas Asset Management… 298.75K n/a $14.24M 0.0% n/c 1 SEC ↗ ×2
71 Brown Advisory Inc 295.42K n/a $14.08M 0.0% n/c 1 SEC ↗ ×3
72 Envestnet Asset Management Inc 292.89K n/a $13.96M 0.0% n/c 1 SEC ↗
73 State Board Of Administration Of… 283.67K n/a $13.52M 0.0% n/c 1 SEC ↗
74 Alliancebernstein L.P. 282.43K n/a $13.46M 0.0% n/c 1 SEC ↗
75 Voya Investment Management Llc 279.47K n/a $13.32M 0.0% n/c 1 SEC ↗ ×2
76 Pictet Asset Management Holding SA 270.26K n/a $12.88M 0.0% n/c 1 SEC ↗
77 Tudor Investment Corp Et Al 258.69K n/a $12.33M 0.1% n/c 1 SEC ↗
78 Aviva Plc 255.31K n/a $12.17M 0.0% n/c 1 SEC ↗
79 Russell Investments Group, Ltd. 248.27K n/a $11.90M 0.0% n/c 1 SEC ↗ ×11
80 Korea Investment CORP 244.29K n/a $11.64M 0.0% n/c 1 SEC ↗
81 Bnp Paribas Financial Markets 240.55K n/a $11.46M 0.0% n/c 1 SEC ↗
82 Hrt Financial Lp 224.69K n/a $10.71M 0.0% n/c 1 SEC ↗
83 Universal- Beteiligungs- und… 218.99K n/a $10.48M 0.0% n/c 1 SEC ↗
84 Connor, Clark & Lunn Investment… 184.26K n/a $8.78M 0.0% n/c 1 SEC ↗
85 State Of Wisconsin Investment Board 174.02K n/a $8.29M 0.0% n/c 1 SEC ↗
86 Aberdeen Group plc 171.72K n/a $8.18M 0.0% n/c 1 SEC ↗ ×2
87 Danske Bank A/S 163.76K n/a $7.80M 0.0% n/c 1 SEC ↗ ×2
88 Victory Capital Management Inc 161.63K n/a $7.70M 0.0% n/c 1 SEC ↗
89 Royal London Asset Management Ltd 130.26K n/a $6.21M 0.0% n/c 1 SEC ↗
90 Asset Management One Co., Ltd. 120.77K n/a $5.84M 0.0% n/c 1 SEC ↗
91 Nomura Asset Management Co Ltd 118.53K n/a $5.65M 0.0% n/c 1 SEC ↗
92 Stifel Financial Corp 116.20K n/a $5.54M 0.0% n/c 1 SEC ↗ ×3
93 Susquehanna International Group, Llp 115.64K n/a $5.51M 0.0% n/c 1 SEC ↗
94 Mercer Global Advisors Inc /Adv 111.13K n/a $5.30M 0.0% n/c 1 SEC ↗
95 Holocene Advisors, LP 109.90K n/a $5.24M 0.0% n/c 1 SEC ↗
96 Squarepoint Ops LLC 108.28K n/a $5.16M 0.0% n/c 1 SEC ↗
97 Royal Bank Of Canada 94.96K n/a $4.52M 0.0% n/c 1 SEC ↗ ×7
98 Quantinno Capital Management LP 84.76K n/a $4.04M 0.0% n/c 1 SEC ↗
99 Corient Private Wealth LP 83.46K n/a $3.98M 0.0% n/c 1 SEC ↗ ×3
100 Rockefeller Capital Management L.P. 81.19K n/a $3.87M 0.0% n/c 1 SEC ↗

“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.

New buyers

Norges Bank $550.99M 0.1%

Exited

Marshall Wace $59.00M was 0.1%

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.

Insider transactions

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

Beneficial ownership
Aug 14 SC 13G/A: PRICE T ROWE ASSOCIATES INC /MD/

View original SEC filing ↗

Aug 14 SC 13G/A: CANADA PENSION PLAN INVESTMENT BOARD

View original SEC filing ↗

Jul 31 SC 13G/A: VANGUARD PORTFOLIO MANAGEMENT LLC

View original SEC filing ↗

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: Q4 2025 · Methodology · Get this via the API