EQH — EQUITABLE HLDGS INC
As of Q2 2026, 45 SEC-registered investment managers reported holding EQH (EQUITABLE HLDGS INC) in their latest 13F filings, with a combined reported value of $5.78B across 149.75M shares. That is +16.6% by share count (+21.32M shares) versus the previous quarter, while reported value moved +40.3%. Ownership is concentrated: the five largest holders account for 54.4% of reported value and the top ten for 72.6%.
Compared with the prior quarter, 6 opened new positions, 17 added to existing stakes, 21 trimmed, 4 exited entirely. 13F holdings are quarter-end snapshots, so these moves reflect positioning as of Q2 2026, not real-time trading.
EQH is classified in the Financials sector.
All figures on this page are computed from SEC Form 13F quarterly filings. 13F filers disclose long positions of $100,000 or more within 45 days of quarter end; short positions, options overlays and intra-quarter trades are not included, so treat the numbers as a quarterly snapshot of institutional ownership rather than real-time positioning.
| Fund | Quarter | Shares | Value | Portfolio Weight | Change |
|---|---|---|---|---|---|
| Vanguard Group history | Q4 2025 | 30.63M | $1.46B | 0.02% | Reduce |
| BlackRock Inc history | Q2 2026 | 25.90M | $1.14B | 0.02% | Reduce |
| Norges Bank Investment Management history | Q2 2026 | 18.33M | $804.18M | 0.08% | Add |
| Harris Associates (Oakmark) history | Q2 2026 | 9.49M | $416.38M | 0.55% | Add |
| CPP Investments history | Q2 2026 | 9.11M | $399.58M | 0.22% | Reduce |
| Wellington Management Group history | Q2 2026 | 8.78M | $385.49M | 0.07% | Add |
| Pzena Investment Management history | Q2 2026 | 5.56M | $244.05M | 0.72% | Add |
| Geode Capital Management history | Q2 2026 | 5.44M | $238.78M | 0.01% | Reduce |
| Viking Global Investors history | Q2 2026 | 5.40M | $236.90M | 0.69% | New |
| MFS Investment Management history | Q2 2026 | 4.23M | $186.95M | 0.06% | Add |
| Morgan Stanley history | Q2 2026 | 3.35M | $146.88M | 0.01% | Add |
| Northern Trust Corp history | Q2 2026 | 3.26M | $143.12M | 0.02% | Reduce |
| Invesco Ltd history | Q2 2026 | 3.06M | $134.22M | 0.01% | Reduce |
| Fidelity Management & Research (FMR) history | Q2 2026 | 3.04M | $133.46M | 0.01% | Add |
| Marshall Wace history | Q2 2026 | 2.78M | $121.95M | 0.10% | Add |
| Goldman Sachs Group history | Q2 2026 | 2.66M | $116.57M | 0.01% | Reduce |
| Charles Schwab Investment Management history | Q2 2026 | 2.14M | $94.03M | 0.01% | Add |
| BNY Mellon history | Q2 2026 | 2.13M | $93.47M | 0.02% | Reduce |
| D. E. Shaw & Co history | Q2 2026 | 2.03M | $89.26M | 0.05% | Reduce |
| Principal Global Investors history | Q2 2026 | 2.00M | $87.92M | 0.04% | Add |
New Positions (Q2 2026)
- Viking Global Investors 5.40M sh · $236.90M
- Renaissance Technologies 819.90K sh · $35.98M
- JPMorgan Chase & Co 689.50K sh · $31.02M
- CDPQ (Caisse de Depot) 483.00K sh · $21.19M
- Moore Capital Management 345.41K sh · $15.16M
- Balyasny Asset Management 58.25K sh · $2.56M
Fully Exited (vs previous quarter)
- Janus Henderson Group sold 61.43K sh · $2.28M
- National Pension Service of Korea sold 24.89K sh · $923.48K
- Saudi Arabian Monetary Authority sold 10.58K sh · $392.48K
- Fidelity International (FIL) sold 2.26K sh · $83.76K
Fund Position History — shares by quarter (top 20 funds)
| Fund | Q3 2021 | Q4 2021 | Q1 2022 | Q2 2022 | Q3 2022 | Q4 2022 | Q1 2023 | Q2 2023 | Q3 2023 | Q4 2023 | Q1 2024 | Q2 2024 | Q3 2024 | Q4 2024 | Q1 2025 | Q2 2025 | Q3 2025 | Q4 2025 | Q1 2026 | Q2 2026 |
|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|---|
| BlackRock Inc | — | — | — | — | — | — | — | — | — | — | — | — | 30.95M | 29.73M | 30.26M | 29.74M | 28.98M | 27.32M | 27.32M | 25.90M |
| Norges Bank Investment Management | — | — | — | — | — | 19.29M | — | — | — | 18.22M | — | 15.43M | — | 14.17M | — | 12.53M | — | 11.56M | — | 18.33M |
| Harris Associates (Oakmark) | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | — | 28.25K | 9.49M |
| CPP Investments | 18.00M | 18.24M | 18.24M | 18.24M | 18.17M | 18.17M | 18.17M | 18.17M | 18.17M | 18.17M | 18.80M | 18.65M | 18.95M | 19.03M | 18.77M | 17.62M | 17.51M | 19.28M | 18.22M | 9.11M |
| Wellington Management Group | 16.17M | 14.66M | 13.41M | 13.56M | 20.95M | 19.01M | 17.13M | 20.77M | 17.22M | 11.24M | 7.38M | 5.35M | 5.51M | 8.82M | 10.88M | 12.83M | 12.39M | 8.30M | 8.26M | 8.78M |
| Pzena Investment Management | 22.13M | 22.08M | 21.93M | 22.15M | 22.87M | 22.61M | 23.48M | 24.45M | 26.90M | 26.57M | 25.32M | 18.64M | 16.43M | 8.19M | 5.90M | 4.24M | 4.30M | 4.33M | 4.46M | 5.56M |
| Geode Capital Management | 4.59M | 4.63M | 4.73M | 4.89M | 5.49M | 4.75M | 4.87M | 4.94M | 5.02M | 6.51M | 6.74M | 6.91M | 5.68M | 5.63M | 5.88M | 7.43M | 6.38M | 6.36M | 5.85M | 5.44M |
| Viking Global Investors | — | — | — | — | — | 5.21M | 3.99M | — | — | — | 2.06M | 5.86M | 3.05M | 764.32K | 3.28M | — | — | — | — | 5.40M |
| MFS Investment Management | 6.78M | 6.89M | — | 8.79M | 9.28M | 9.36M | 9.54M | 9.70M | 9.71M | 9.54M | 9.50M | 4.94M | 4.51M | 4.29M | 4.24M | 5.50M | 4.63M | 4.82M | 3.99M | 4.23M |
| Morgan Stanley | 1.61M | 1.54M | 1.99M | 3.34M | 3.12M | 3.09M | 2.91M | 3.01M | 2.87M | 3.06M | 2.96M | 2.99M | 3.80M | 3.77M | 3.70M | 4.20M | 4.02M | 3.25M | 3.06M | 3.35M |
| Northern Trust Corp | 2.58M | 2.48M | 2.43M | 2.63M | 2.82M | 2.93M | 2.95M | 3.13M | 3.18M | 3.96M | 3.60M | 3.51M | 3.36M | 4.24M | 4.21M | 4.34M | 4.05M | 3.88M | 3.83M | 3.26M |
| Invesco Ltd | 15.55M | 13.46M | 13.88M | 11.70M | 11.63M | 10.69M | 10.38M | 10.49M | 9.56M | 9.11M | 7.76M | 7.25M | 7.73M | 8.09M | 6.95M | 6.77M | 4.71M | 4.59M | 3.53M | 3.06M |
| Fidelity Management & Research (FMR) | 4.32M | 5.18M | 5.18M | 5.02M | 4.82M | 4.30M | 2.83M | 2.16M | 1.34M | 572.45K | 565.12K | 558.10K | 710.95K | 783.12K | 3.07M | 2.95M | 2.86M | 2.85M | 2.15M | 3.04M |
| Marshall Wace | — | — | — | — | 415.61K | — | — | — | — | 1.75M | 1.37M | 1.41M | 1.73M | 2.28M | 1.81M | 2.27M | 1.16M | — | 2.02M | 2.78M |
| Goldman Sachs Group | 1.39M | 1.97M | 3.72M | 3.43M | 2.40M | 3.01M | 1.22M | 929.89K | 2.61M | 2.61M | 1.42M | 3.39M | 1.63M | 2.34M | 2.33M | 3.42M | 2.35M | 1.84M | 2.98M | 2.66M |
| Charles Schwab Investment Management | 2.04M | 2.04M | 2.11M | 2.04M | 2.05M | 2.10M | 2.11M | 2.06M | 2.07M | 2.10M | 2.12M | 2.10M | 2.17M | 2.14M | 2.11M | 2.09M | 2.06M | 1.99M | 2.09M | 2.14M |
| BNY Mellon | 3.29M | 2.51M | 2.92M | 1.28M | 1.72M | 2.27M | 2.23M | 2.04M | 2.00M | 3.78M | 3.72M | 3.72M | 3.51M | 3.03M | 3.04M | 3.01M | 2.99M | 2.94M | 2.44M | 2.13M |
| D. E. Shaw & Co | 1.45M | 796.44K | 956.85K | 314.59K | 161.92K | 442.39K | 501.27K | 87.79K | 120.83K | 192.33K | 160.63K | 5.40K | — | — | — | 34.59K | 919.92K | 1.62M | 2.20M | 2.03M |
| Principal Global Investors | 55.56K | 50.97K | 60.69K | 67.82K | 59.04K | 115.46K | 116.97K | 95.61K | 103.13K | 1.24M | 1.25M | 1.97M | 278.00K | 2.55M | 2.49M | 2.31M | 2.13M | 2.06M | 1.96M | 2.00M |
| UBS Group AG | 263.63K | 245.50K | 183.14K | 209.56K | 120.74K | 225.98K | 255.78K | 261.79K | 203.59K | 181.49K | 366.71K | 375.25K | 424.85K | 864.61K | 1.08M | 1.05M | 511.61K | 1.01M | 1.93M | 1.79M |
▲ Bought Low (fund opened/added, stock rose ≥5% next quarter) ▼ Sold High (fund reduced, stock fell ≥5% next quarter)
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