Security record · archived quarter
EQH
Equitable Holdings, Inc. · Financial Services · Asset Management
147Tracked holders
+4Δ holders
196.44MShares held
$7.29BReported value
+10New positions
−7Exits
Momentum inputs (comparable managers):
holder breadth +2.8% ·
share flow -4.3% ·
net new positions +2.0%
· formula
Ownership fragmentation: more holders, smaller aggregate stake
All ownership figures: tracked 13F managers only, common-stock positions, reporting period Q1 2026
Ownership over time
| Quarter | Holders | Δ | Shares | Reported value | New | Exits |
|---|---|---|---|---|---|---|
| Q3 2026 | 4 | 0 | 184.53K | $9.36M | n/a | n/a |
| 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 | 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 |
Who holds it · Q1 2026
| # | Manager | Shares | Δ shares | Value | Their weight | Held | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (passive) | 27.32M | 0.0% | $1.01B | 0.0% | ▲ Add | 4 | SEC ↗ ×20 |
| 2 | Canada Pension Plan Investment Board | 18.22M | -5.5% | $676.09M | 0.4% | ▼ Trim | 2 | SEC ↗ |
| 3 | T. Rowe Price ✦ | 17.53M | +1.6% | $650.37M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 4 | Vanguard Capital Management Llc | 12.63M | n/a | $468.81M | 0.0% | n/c | 1 | SEC ↗ |
| 5 | State Street Global Advisors ✦ (passive) | 11.98M | -2.1% | $444.62M | 0.0% | ▼ Trim | 6 | SEC ↗ |
| 6 | Capital International Investors | 10.43M | -23.0% | $387.05M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 7 | Wellington Management ✦ | 8.26M | -0.5% | $306.58M | 0.1% | ▼ Trim | 8 | SEC ↗ ×8 |
| 8 | Geode Capital Management ✦ (passive) | 5.85M | -7.9% | $216.71M | 0.0% | ▼ Trim | 8 | SEC ↗ ×2 |
| 9 | Bank Of Montreal /Can/ | 4.91M | +102.3% | $182.04M | 0.1% | ▲ Add | 2 | SEC ↗ ×6 |
| 10 | Massachusetts Financial Services Co… | 3.99M | -17.2% | $148.94M | 0.1% | ▼ Trim | 2 | SEC ↗ ×7 |
| 11 | Dimensional Fund Advisors Lp | 3.86M | +12.5% | $143.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×5 |
| 12 | Northern Trust Corp | 3.83M | -1.2% | $142.20M | 0.0% | ▼ Trim | 2 | SEC ↗ ×10 |
| 13 | Invesco Ltd. | 3.53M | -23.2% | $130.84M | 0.0% | ▼ Trim | 2 | SEC ↗ ×13 |
| 14 | Citadel Advisors ✦ | 3.14M | +197.7% | $116.43M | 0.1% | ▲ Add | 8 | SEC ↗ ×2 |
| 15 | Morgan Stanley ✦ | 3.06M | -5.8% | $113.57M | 0.0% | ▼ Trim | 3 | SEC ↗ ×14 |
| 16 | Goldman Sachs Group ✦ | 2.98M | +61.7% | $110.44M | 0.0% | ▲ Add | 3 | SEC ↗ ×4 |
| 17 | Millennium Management ✦ | 2.60M | +127.8% | $96.41M | 0.1% | ▲ Add | 8 | SEC ↗ |
| 18 | Nordea Investment Management Ab | 2.66M | -32.9% | $95.24M | 0.1% | ▼ Trim | 2 | SEC ↗ ×3 |
| 19 | Bank of New York Mellon Corp | 2.44M | -17.0% | $90.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×15 |
| 20 | D. E. Shaw & Co. ✦ | 2.20M | +35.9% | $81.68M | 0.1% | ▲ Add | 4 | SEC ↗ ×2 |
| 21 | Fidelity (FMR) ✦ | 2.15M | -24.5% | $79.78M | 0.0% | ▼ Trim | 4 | SEC ↗ ×4 |
| 22 | Charles Schwab Investment… | 2.09M | +4.8% | $77.55M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 23 | UBS AM, a distinct business unit of… | 2.06M | +8.8% | $76.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×11 |
| 24 | Marshall Wace ✦ | 2.02M | New | $75.00M | 0.1% | New | 1 | SEC ↗ ×3 |
| 25 | Principal Financial Group Inc | 1.96M | -5.0% | $72.57M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 26 | UBS Group AG | 1.93M | +91.1% | $71.52M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 27 | Nuveen, LLC | 1.91M | +3.1% | $70.81M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 28 | Jane Street Group, Llc | 1.85M | +376.4% | $68.52M | 0.1% | ▲ Add | 2 | SEC ↗ ×2 |
| 29 | Ameriprise Financial Inc | 1.62M | +34.8% | $60.00M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 30 | Legal & General Group Plc | 1.32M | -7.3% | $49.15M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 31 | PFA Pension, Forsikringsaktieselskab | 1.02M | -0.1% | $37.96M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 32 | AQR Capital Management ✦ | 1.01M | -8.0% | $36.69M | 0.0% | ▼ Trim | 8 | SEC ↗ ×7 |
| 33 | Lazard Asset Management Llc | 902.57K | +25.3% | $33.49M | 0.1% | ▲ Add | 2 | SEC ↗ |
| 34 | Robeco Institutional Asset… | 902.01K | -32.3% | $33.47M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 35 | Bank Of America Corp /De/ | 889.02K | +15.8% | $32.99M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 36 | Hsbc Holdings Plc | 873.96K | -47.1% | $32.43M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 37 | Rhumbline Advisers | 851.61K | -1.2% | $31.60M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 38 | Swiss National Bank | 841.00K | +2.5% | $31.21M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 39 | Amundi | 798.86K | -19.1% | $29.65M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 40 | Federated Hermes, Inc. | 787.77K | -63.0% | $29.23M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 41 | Deutsche Bank Ag\ | 697.88K | -11.5% | $25.90M | 0.0% | ▼ Trim | 2 | SEC ↗ ×7 |
| 42 | Ensign Peak Advisors, Inc | 663.29K | +1.8% | $24.61M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 43 | Storebrand Asset Management As | 659.97K | -3.7% | $24.49M | 0.1% | ▼ Trim | 2 | SEC ↗ |
| 44 | Sumitomo Mitsui Trust Group, Inc. | 637.08K | -5.5% | $23.64M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 45 | Manufacturers Life Insurance… | 627.17K | +20.0% | $23.27M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 46 | Wells Fargo & Company/Mn | 583.43K | +0.9% | $21.65M | 0.0% | ▲ Add | 2 | SEC ↗ ×4 |
| 47 | Sei Investments Co | 566.39K | -1.3% | $21.02M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 48 | Franklin Resources Inc | 532.80K | +13.5% | $19.77M | 0.0% | ▲ Add | 2 | SEC ↗ ×6 |
| 49 | Zurcher Kantonalbank (Zurich… | 532.05K | -13.6% | $19.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 50 | California State Teachers… | 510.35K | -5.9% | $18.94M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 51 | Swedbank AB | 506.56K | -0.7% | $18.80M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 52 | Bridgewater Associates ✦ | 458.42K | -16.1% | $17.01M | 0.1% | ▼ Trim | 7 | SEC ↗ |
| 53 | JPMorgan Chase ✦ | 471.89K | -54.5% | $16.82M | 0.0% | ▼ Trim | 3 | SEC ↗ ×10 |
| 54 | California Public Employees… | 405.98K | -5.6% | $15.07M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 55 | Raymond James Financial Inc | 394.33K | -6.8% | $14.63M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 56 | Barclays Plc | 380.11K | -27.4% | $14.11M | 0.0% | ▼ Trim | 2 | SEC ↗ ×4 |
| 57 | Alliancebernstein L.P. | 276.91K | -1.9% | $13.19M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 58 | Pictet Asset Management Holding SA | 336.27K | +24.4% | $12.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 59 | New York State Common Retirement… | 331.01K | -1.8% | $12.28M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 60 | Point72 Asset Management ✦ | 330.62K | +5.8% | $12.27M | 0.0% | ▲ Add | 3 | SEC ↗ |
| 61 | Russell Investments Group, Ltd. | 335.36K | +35.1% | $12.13M | 0.0% | ▲ Add | 2 | SEC ↗ ×12 |
| 62 | Envestnet Asset Management Inc | 321.49K | +9.8% | $11.93M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 63 | Mitsubishi UFJ Asset Management… | 309.89K | -0.7% | $11.50M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 64 | Adage Capital Partners ✦ | 300.00K | New | $11.13M | 0.0% | New | 1 | SEC ↗ |
| 65 | State Board Of Administration Of… | 283.67K | 0.0% | $10.53M | 0.0% | Held | 2 | SEC ↗ |
| 66 | Aviva Plc | 270.91K | +6.1% | $10.05M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 67 | Bnp Paribas Financial Markets | 251.47K | +4.5% | $9.33M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 68 | Korea Investment CORP | 234.59K | -4.0% | $8.71M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 69 | Stifel Financial Corp | 218.04K | +87.7% | $8.09M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 70 | Quantinno Capital Management LP | 201.32K | +137.5% | $7.47M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 71 | Universal- Beteiligungs- und… | 198.21K | -9.5% | $7.36M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 72 | State Of Wisconsin Investment Board | 196.24K | +12.8% | $7.28M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 73 | Man Group plc | 190.71K | -45.1% | $7.08M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 74 | Mitsubishi UFJ Trust & Banking Corp | 182.28K | -39.4% | $6.76M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 75 | Aberdeen Group plc | 176.97K | +3.1% | $6.57M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 76 | Citigroup Inc | 168.47K | -57.7% | $6.25M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 77 | Prudential Financial Inc | 153.26K | +319.4% | $5.69M | 0.0% | ▲ Add | 2 | SEC ↗ ×2 |
| 78 | Danske Bank A/S | 144.86K | -11.5% | $5.38M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 79 | BNP Paribas Asset Management… | 137.50K | -54.0% | $5.22M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 80 | Hrt Financial Lp | 137.57K | -38.8% | $5.11M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 81 | Victory Capital Management Inc | 127.85K | -20.9% | $4.74M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 82 | Royal London Asset Management Ltd | 125.81K | -3.4% | $4.67M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 83 | Asset Management One Co., Ltd. | 120.30K | -0.4% | $4.46M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 84 | Nomura Asset Management Co Ltd | 120.20K | +1.4% | $4.46M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 85 | Susquehanna International Group, Llp | 108.09K | -6.5% | $4.01M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 86 | Squarepoint Ops LLC | 107.03K | -1.2% | $3.97M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 87 | Voya Investment Management Llc | 104.55K | -62.6% | $3.88M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 88 | Connor, Clark & Lunn Investment… | 102.66K | -44.3% | $3.81M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 89 | Fifth Third Bancorp | 100.12K | +4896.0% | $3.72M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 90 | First Trust Advisors Lp | 83.66K | -96.1% | $3.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 91 | Holocene Advisors, LP | 83.27K | -24.2% | $3.09M | 0.0% | ▼ Trim | 2 | SEC ↗ |
| 92 | Royal Bank Of Canada | 82.67K | -12.9% | $3.07M | 0.0% | ▼ Trim | 2 | SEC ↗ ×6 |
| 93 | Arrowstreet Capital ✦ | 79.17K | New | $2.94M | 0.0% | New | 1 | SEC ↗ |
| 94 | Rockefeller Capital Management L.P. | 78.56K | -3.2% | $2.92M | 0.0% | ▼ Trim | 2 | SEC ↗ ×3 |
| 95 | Assenagon Asset Management S.A. | 74.48K | +437.5% | $2.76M | 0.0% | ▲ Add | 2 | SEC ↗ |
| 96 | MIRAE ASSET GLOBAL ETFS HOLDINGS… | 85.22K | New | $2.74M | 0.0% | New | 1 | SEC ↗ |
| 97 | Baird Financial Group, Inc. | 68.96K | -9.7% | $2.56M | 0.0% | ▼ Trim | 2 | SEC ↗ ×2 |
| 98 | Two Sigma Investments ✦ | 63.50K | New | $2.36M | 0.0% | New | 1 | SEC ↗ |
| 99 | Janus Henderson Group Plc | 61.43K | +78.7% | $2.28M | 0.0% | ▲ Add | 2 | SEC ↗ ×3 |
| 100 | Mercer Global Advisors Inc /Adv | 56.47K | -49.2% | $2.10M | 0.0% | ▼ Trim | 2 | SEC ↗ |
“Their weight” = the position's share of that manager's reported 13F equity value: the conviction measure. ✦ = curated manager.
New buyers
| Marshall Wace | $75.00M | 0.1% |
| Adage Capital Partners | $11.13M | 0.0% |
| Arrowstreet Capital | $2.94M | 0.0% |
| MIRAE ASSET GLOBAL ETFS… | $2.74M | 0.0% |
| Two Sigma Investments | $2.36M | 0.0% |
Exited
| Norges Bank | $550.99M | was 0.1% |
| Boston Partners | $169.37M | was 0.2% |
| Qube Research & Technologies… | $31.84M | was 0.0% |
| Tudor Investment Corp Et Al | $12.33M | was 0.1% |
| Mackenzie Financial Corp | $1.83M | was 0.0% |
| Rakuten Investment… | $613,766 | was 0.0% |
| Optiver Holding B.V. | $47,650 | 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: Q1 2026 ·
Methodology ·
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