AI summary pending
View Full Filing (SEC EDGAR)Equitable Holdings Inc
$53.21-0.5%
+$2.4B
Net Activity
+21.03% total shares
Institutions Holding
484
Popularity Rank
#1222
Avg Weight
0.17%
Total Value
$12.1B
Market Cap
$15.9B
484 institutions currently hold EQH, with 215 net buyers and 341 net sellers this quarter.
Institutional Moves (Q2 2026)
Majority Decreased
Based on recent trading activity
Net Selling Institutions
341
Net Buying Institutions
215
Top 5 by Value
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Across its top 20 institutional holders, EQH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 11/100, avg. turnover score 36/100).
EQH ranks #1222 out of 37696 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.
Community Trust & Investment Co has added to its EQH position for two straight quarters, increasing it by $10.1M to reach $24.5M today.
Fjarde Ap-fonden /fourth Swedish National Pension Fund has trimmed its EQH position for two straight quarters, cutting it by $2.0M while still holding $1.7K.
EQH is down 0.5% today, but institutions show net buying of $2.4B this quarter — a divergence between today's price move and the underlying institutional flow.
EQH reported a net loss of $926.0M over the trailing twelve months.
+$4.2B
Total Buy Value
$2.3B
Total Sell Value
215
Net Buyers
341
Net Sellers
EQH
Q2 2026
Top 5 Institutional Movers
EQH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.
13F data as of 2026-09-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.
9
Filings (90d)
$2.49M
Total Est. Value
47K shares
Planned Shares
| Filer | Filing Date | Est. Value |
|---|---|---|
| BERTRAM L SCOTT | 2026-09-21 | $151K |
| CRAIG MACKAY | 2026-09-17 | $109K |
| ARLENE ISAACS-LOWE | 2026-09-04 | $53K |
| Nick Lane | 2026-09-04 | $795K |
| JEFFREY HURD | 2026-08-17 | $762K |
| CRAIG MACKAY | 2026-08-11 | $113K |
| WILLIAM J ECKERT IV | 2026-08-10 | $50K |
| CHARLES STONEHILL | 2026-08-06 | $387K |
| BERTRAM L SCOTT | 2026-08-06 | $75K |
Form 144 is a planned sale notice, not an executed transaction. Form 144 Tracker。
1
Active 5%+ Holders
| Reporting Person | Type | Filing Date | % of Class |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | 13G/A | 2026-08-14 | 6.7% |
| Canada Pension Plan Investment Board | 13G/A | 2026-08-14 | 3.3% |
| Vanguard Portfolio Management | 13G/A | 2026-07-31 | 4.9% |
5
Filings (14d)
AI summary pending
View Full Filing (SEC EDGAR)AI summary pending
View Full Filing (SEC EDGAR)At a special meeting on July 30, 2026, Equitable Holdings (EQH) shareholders voted to approve the merger agreement tied to Corebridge Financial and also approved a non-binding advisory vote on executive compensation tied to the deal. The merger proposal passed with roughly 234.3 million votes for and 6.4 million against, while the compensation proposal passed with about 237.7 million votes for. About 88.27% of outstanding shares were represented, enough for a quorum.
View Full Filing (SEC EDGAR)Equitable Holdings (EQH) announced that its 2026 annual meeting will be held on September 23, 2026, at 12:00 p.m. Eastern Time, with a record date of August 7, 2026. The company also updated deadlines for shareholder proposals and director nominations: proposals for inclusion in the proxy statement must be received by August 7, and other nominations or business must be submitted by the close of business on the same day.
View Full Filing (SEC EDGAR)No AI summary for this filing type
View Full Filing (SEC EDGAR)29452E101, 054561105
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