EQUITABLE HLDGS INC EQH
$45.61
+3.5% 52w: $35.34 – $55.09
Latest 13F among current holders filed 11 days ago (Jun 24, 2026)
Price — last 12 months
research preview data35.3445.2155.09
Jun 20, 2025 Jul 2, 2026
Institutional holders
541
-12 QoQ
13F value
$9.73B
-27.5% QoQ
Smart-money holders
16
signal tier ≥ 2
New smart buyers
3
Q1 2026
Options barometer
0.4×
$3.3M calls / $8.5M puts
Institutional value by quarter
Number of holders
Who owns EQH?
Q1 2026 filings| Fund | Type | Shares | Value | % of fund | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | Index provider | 27.3M | $1.01B | 0.0% | 0.0% |
| CANADA PENSION PLAN INVESTMENT BOARD | Pension sovereign | 18.2M | $676.1M | 0.4% | -5.5% |
| PRICE T ROWE ASSOCIATES INC /MD/ | Diversified mechanical | 17.5M | $650.4M | 0.1% | +1.5% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | Diversified mechanical | 14.6M | $542.8M | 0.0% | — |
| VANGUARD CAPITAL MANAGEMENT LLC | Diversified mechanical | 12.6M | $468.8M | 0.0% | — |
| STATE STREET CORP | Index provider | 12.0M | $444.6M | 0.0% | -2.1% |
| Capital International Investors | Long only active | 10.4M | $387.1M | 0.1% | -23.0% |
| WELLINGTON MANAGEMENT GROUP LLP | Long only active | 8.3M | $306.6M | 0.1% | -0.5% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | Other | 7.2M | $266.9M | 1.7% | +67.5% |
| GEODE CAPITAL MANAGEMENT, LLC | Index provider | 5.9M | $216.7M | 0.0% | -7.9% |
| THORNBURG INVESTMENT MANAGEMENT INC ★2 | Fundamental diversified | 5.0M | $185.3M | 1.9% | +2.1% |
| BANK OF MONTREAL /CAN/ | Bank broker | 4.9M | $182.0M | 0.1% | +102.3% |
| PZENA INVESTMENT MANAGEMENT LLC ★2 | Fundamental diversified | 4.5M | $165.7M | 0.5% | +3.2% |
| Conifer Management, L.L.C. ★2 | Fundamental diversified | 4.2M | $155.9M | 29.8% | Held |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | Other | 4.0M | $148.9M | 0.1% | -17.2% |
| DIMENSIONAL FUND ADVISORS LP | Quant stat arb | 3.9M | $143.1M | 0.0% | +12.5% |
| NORTHERN TRUST CORP | Index provider | 3.8M | $142.2M | 0.0% | -1.2% |
| Invesco Ltd. | Index provider | 3.5M | $130.8M | 0.0% | -23.2% |
| CITADEL ADVISORS LLC | Multistrat pod | 3.1M | $116.4M | 0.1% | +197.6% |
| MORGAN STANLEY | Bank broker | 3.1M | $113.6M | 0.0% | -5.8% |
| GOLDMAN SACHS GROUP INC | Bank broker | 3.0M | $110.4M | 0.0% | +61.7% |
| MILLENNIUM MANAGEMENT LLC | Multistrat pod | 2.6M | $96.4M | 0.1% | +127.8% |
| NORDEA INVESTMENT MANAGEMENT AB | Other | 2.7M | $95.2M | 0.1% | -32.9% |
| Bank of New York Mellon Corp | Diversified mechanical | 2.4M | $90.6M | 0.0% | -17.0% |
| Woodline Partners LP | Other | 2.2M | $82.8M | 0.3% | +17.1% |
| D. E. Shaw & Co., Inc. | Quant stat arb | 2.2M | $81.7M | 0.1% | +35.9% |
| FMR LLC | Long only active | 2.1M | $79.8M | 0.0% | -24.5% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | Index provider | 2.1M | $77.6M | 0.0% | +4.8% |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | Bank broker | 2.1M | $76.5M | 0.0% | +8.8% |
| ALGEBRIS (UK) LTD ★2 | Fundamental concentrated | 2.0M | $75.5M | 5.5% | +57.5% |
| MARSHALL WACE, LLP | Quant stat arb | 2.0M | $75.0M | 0.1% | New |
| PRINCIPAL FINANCIAL GROUP INC | Diversified mechanical | 2.0M | $72.6M | 0.0% | -5.0% |
| UBS Group AG | Bank broker | 1.9M | $71.5M | 0.0% | +91.1% |
| Nuveen, LLC | Diversified mechanical | 1.9M | $70.8M | 0.0% | +3.1% |
| JANE STREET GROUP, LLC | Market maker | 1.8M | $68.5M | 0.1% | +376.4% |
| VANGUARD FIDUCIARY TRUST CO | Diversified mechanical | 1.8M | $66.8M | 0.0% | — |
| TCW GROUP INC | Other | 1.6M | $60.4M | 0.5% | +24.3% |
| AMERIPRISE FINANCIAL INC | Bank broker | 1.6M | $60.0M | 0.0% | +34.8% |
| ACADIAN ASSET MANAGEMENT LLC | Quant stat arb | 1.5M | $54.5M | 0.1% | +24.3% |
| Legal & General Group Plc | Diversified mechanical | 1.3M | $49.1M | 0.0% | -7.3% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | Other | 1.0M | $38.4M | 0.1% | +125.8% |
| PFA Pension, Forsikringsaktieselskab | Other | 1.0M | $38.0M | 0.1% | -0.1% |
| AQR CAPITAL MANAGEMENT LLC | Quant stat arb | 1.0M | $36.7M | 0.0% | -8.0% |
| CI INVESTMENTS INC. | Diversified mechanical | 970.1K | $36.0M | 0.2% | -2.4% |
| LAZARD ASSET MANAGEMENT LLC | Diversified mechanical | 902.6K | $33.5M | 0.1% | +25.3% |
| Robeco Institutional Asset Management B.V. | Other | 902.0K | $33.5M | 0.0% | -32.3% |
| BANK OF AMERICA CORP /DE/ | Bank broker | 889.0K | $33.0M | 0.0% | +15.8% |
| HSBC HOLDINGS PLC | Bank broker | 874.0K | $32.4M | 0.0% | -47.1% |
| RHUMBLINE ADVISERS | Diversified mechanical | 851.6K | $31.6M | 0.0% | -1.2% |
| Swiss National Bank | Index provider | 841.0K | $31.2M | 0.0% | +2.5% |
Exits are not a bearish signal: our backtest shows stocks specialists exit keep outperforming for 3+ quarters — selling usually means profit-taking, not a forecast.
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