Equitable Holdings Inc (EQH) Institutional Buying & Selling Tracker (Q2 2026)

EQH ranks #1223 out of 37501 tracked stocks by institutional interest — one of the most closely watched names in our coverage.

EQH is a top-conviction position for Conifer Management, L.L.C. — at 30.4% of their entire disclosed 13F portfolio, it's one of their largest single bets, not just a passing allocation.

The largest dollar stake in EQH belongs to BlackRock, Inc., but the position matters far more to Conifer Management, L.L.C., who has 30.4% of their own portfolio riding on it — a reminder that the biggest holder by size and the holder with the biggest bet aren't always the same fund.

Bank Of Montreal /can/ has added to its EQH position for two straight quarters, increasing it by $95.9M to reach $212.5M today.

Canada Pension Plan Investment Board has trimmed its EQH position for two straight quarters, cutting it by $519.3M while still holding $399.6M.

EQH is up 4.4% today, and institutions have been net buyers of $2.4B this quarter — today's price move and the underlying institutional flow are pointing the same direction.

EQH reported a net loss of $926.0M over the trailing twelve months.

• Not yet profitable — net loss of $926.0M over the trailing twelve months
• Revenue declined 22.1% year over year
• Net income declined year over year, from $454.0M to -$926.0M
• Generated $714.0M in positive operating cash flow
• Liabilities run 215.69x equity — a highly leveraged balance sheet worth noting