Ficha del valor · trimestre archivado
EQH
Equitable Holdings, Inc. · Financial Services · Asset Management
147Tenedores rastreados
+4Δ titulares
196.44MAcciones mantenidas
$7.29BValor declarado
+10Nuevas posiciones
−7Cierres
Señales de momentum (gestores comparables):
amplitud de titulares +2.8% ·
flujo de acciones -4.3% ·
nuevas posiciones netas +2.0%
· fórmula
Fragmentación de la titularidad: más titulares, participación agregada más pequeña
Todas las cifras de propiedad: únicamente gestores 13F seguidos, posiciones en acciones ordinarias, período de referencia Q1 2026
Participación a lo largo del tiempo
| Trimestre | Titulares | Δ | Acciones | Valor declarado | Nuevo | Cierres |
|---|---|---|---|---|---|---|
| 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 |
Quién lo tiene en cartera · Q1 2026
| # | Gestor | Acciones | Δ acciones | Valor | Su ponderación | Mantenida | ||
|---|---|---|---|---|---|---|---|---|
| 1 | BlackRock ✦ (pasivo) | 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 ✦ (pasivo) | 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 ✦ (pasivo) | 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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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 | Nuevo | $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" = la participación de la posición en el valor de renta variable 13F reportado por ese manager: la medida de convicción. ✦ = manager curado.
Nuevos compradores
| 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% |
Posición cerrada
| Norges Bank | $550.99M | era 0.1% |
| Boston Partners | $169.37M | era 0.2% |
| Qube Research & Technologies… | $31.84M | era 0.0% |
| Tudor Investment Corp Et Al | $12.33M | era 0.1% |
| Mackenzie Financial Corp | $1.83M | era 0.0% |
| Rakuten Investment… | $613,766 | era 0.0% |
| Optiver Holding B.V. | $47,650 | era 0.0% |
Contexto de mercado completo: entre TODOS los filers 13F (datos estructurados SEC, Q1 2026): 2 tenedores, 674 acciones, $13,082 declarado. Este es un período diferente y anterior al de las cifras del universo rastreado que figuran arriba, y ambos nunca se mezclan.
Frecuentemente cotituladas
Qué más suelen tener los titulares rastreados de este valor: recuentos de titularidad compartida, no relaciones fundamentales.
Compras en mercado abierto (P)
Sin compras en mercado abierto por parte de insiders en nuestra ventana de cobertura.
Ventas en mercado abierto (S)
Sep 21
SCOTT BERTRAM L
Director · 2.78K acc. · $151,093
Sep 17
MacKay Craig C
Director · 2.00K acc. · $108,550
Sep 04
Lane Nick
Officer · 14.92K acc. · $794,518
Sep 04
Isaacs-Lowe Arlene
Director · 1.00K acc. · $52,825
Aug 17
HURD JEFFREY J
Officer · 2.46K acc. · $126,362
Aug 17
HURD JEFFREY J
Officer · 2.24K acc. · $117,655
Aug 17
HURD JEFFREY J
Officer · 300 acc. · $15,919
Aug 17
HURD JEFFREY J
Officer · 4.66K acc. · $239,406
Aug 17
HURD JEFFREY J
Officer · 4.20K acc. · $220,553
Aug 17
HURD JEFFREY J
Officer · 500 acc. · $26,524
Las adjudicaciones, ejercicios y retenciones fiscales nunca se contabilizan aquí como compras o ventas. Metodología
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
Procedencia: Participación a partir de posiciones en acciones ordinarias de 13F procesadas (universo rastreado, conjuntos comparables para cambios); filas de iniciados de los Formularios 3/4/5; participaciones de los Schedules 13D/13G; cada filing enlaza con su original en SEC EDGAR.
Período de reporte: Q1 2026 ·
Metodología ·
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