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Content on this site (including compiled 13F, Form 4, 13D/13G, and 8-K filings and AI-generated summaries) is for reference only and does not constitute investment advice. Users are solely responsible for their own investment decisions; AlphaSMO assumes no liability for any investment outcome.

EQH

EQH 13F Holders & Ownership Data (534 Funds)

Equitable Holdings INC

-$4.7B

Net Activity

Institutions Holding

534

Popularity Rank

#1029

Avg Weight

0.14%

Total Value

$8.6B

Ownership Trend

534 institutions currently hold EQH, with 264 net buyers and 289 net sellers this quarter.

Institutional Moves

Institutional Moves (Q1 2026)

Neutral

Based on recent trading activity

Net Selling Institutions

289

Net Buying Institutions

264

Key Holders

Key Holders

Top 5 by Value

BlackRock, Inc.

Canada Pension Plan Investment Board

Price T Rowe Associates INC /md/

State Street CORP

Capital International Investors

Top 5 by Conviction

Conifer Management, L.L.C.

Algebris (uk) LTD

Thornburg Investment Management INC

Diamond Hill Capital Management INC

Pzena Investment Management LLC

View all 534 holding institutions

Quarterly Activity

Recent Activity

+$4.7B

Total Buy Value

$6.9B

Total Sell Value

New buy74

Trim205

Add190

Sold out84

264

Net Buyers

289

Net Sellers

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

No Form 8-K filings for this ticker

FAQ

Who are the top institutional investors holding EQUITABLE HOLDINGS INC (EQH)?

Major stakeholders currently include BlackRock, Inc. ($1.0B), Canada Pension Plan Investment Board ($676.1M), Price T Rowe Associates INC /md/ ($650.4M). Based on the latest 13F filings, there are a total of 534 tracked investment funds and institutions maintaining positions in EQH.

What is the overall institutional sentiment toward EQH recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $4.7B, driven by 264 managers accumulating shares while 289 reduced their exposure.

Which institutions have been selling or reducing their EQH positions?

In the latest period, 205 funds trimmed their holdings, and 84 managers completely exited their positions. The aggregate reported sell value was $6.9B.

Are there any notable investors adding EQH to their portfolios?

Yes, buying activity remains notable. 74 institutions opened new positions in {ticker}, and 190 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.7B.

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