EQUITABLE HLDGS INC

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EQH·29452E101·US·Common Stock·Financial Services - Asset Management-13D/G

EQH (EQUITABLE HLDGS INC) is held by 213 institutional investors as of Q2 2026. Largest holders: BlackRock, Inc. ($1.1B), VANGUARD PORTFOLIO MANAGEMENT LLC ($589.9M), VANGUARD CAPITAL MANAGEMENT LLC ($557.4M). Net institutional sentiment: Bearish.

213

Holders

(15 Elite)

$9.9B

Total Value

33% (246)

Consensus

80 buying - 166 selling

13F: Jun 30, 2026Insider & Congress: Updated regularly

Smart Money Verdict

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Institutional (13F)46

Insider (Form 4)36

Activist (13D/13G)66

Congressional (STOCK Act)32

Holder Quality

13

★★★★★

Elite

65

★★★★

Strong

21

★★★

Solid

59

★★

Below

50

★

Weak

Held by 213 funds

15 elite

Who's Trading

Source dates: Price Sep 21, 2026 · Insiders Apr 21, 2026 · Activists Aug 14, 2026 · Congress none

ActivistCanada Pension Plan Investment Board3.3%Aug 14, 2026

ActivistT. Rowe Price Associates, Inc.6.7%Aug 14, 2026

ActivistVPVanguard Portfolio Management4.9%Jul 31, 2026

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Top Holders

Top Holders (213)History

AllNewIncreasedHeldDecreasedExited

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Fund	Action	Shares	Value	Weight	Est. P&L	Conviction
BlackRock, Inc.	Decreased	25.9M(-5.2%)	$1.1B	0.0%	+17.65%	0
VPVANGUARD PORTFOLIO MANAGEMENT LLC	Decreased	13.4M(-8.1%)	$589.9M	0.0%	+45.68%	0
VAVANGUARD CAPITAL MANAGEMENT LLC	Increased	12.7M(+0.6%)	$557.4M	0.0%	+45.53%	31
HARRIS ASSOCIATES L P	Increased	9.5M(+335x)	$416.4M	0.6%	+22.37%	71
STATE STREET CORP	Decreased	9.4M(-21.6%)	$412M	0.0%	+69.40%	0
CANADA PENSION PLAN INVESTMENT BOARD	Decreased	9.1M(-50.0%)	$399.6M	0.2%	+205.48%	0
WELLINGTON MANAGEMENT GROUP LLP	Increased	8.8M(+6.3%)	$385.5M	0.1%	+34.85%	33
Capital International Investors	Decreased	8.4M(-19.3%)	$369.3M	0.1%	+10.10%	0
PZENA INVESTMENT MANAGEMENT LLC	Increased	5.6M(+24.6%)	$244.1M	0.7%	+136.70%	53
GEODE CAPITAL MANAGEMENT, LLC	Decreased	5.4M(-7.1%)	$238.8M	0.0%	+86.82%	0
VIKING GLOBAL INVESTORS LP	New	5.4M	$236.9M	0.7%	+22.31%	60
BANK OF MONTREAL /CAN/	Decreased	4.8M(-1.3%)	$212.5M	0.1%	+28.26%	0
Diamond Hill Capital Management, LLC (Investment Advisor)	Decreased	4.7M(-34.0%)	$208.1M	1.7%	+22.90%	0
MASSACHUSETTS FINANCIAL SERVICES CO /MA/	Increased	4.2M(+6.1%)	$187M	0.1%	+91.51%	32
DIMENSIONAL FUND ADVISORS LP	Increased	3.9M(+0.2%)	$169.6M	0.0%	+99.43%	30
Castle Hook Partners LP	New	3.6M	$157.9M	0.7%	+22.31%	59
MORGAN STANLEY	Increased	3.3M(+9.4%)	$146.9M	0.0%	+29.72%	33
NORTHERN TRUST CORP	Decreased	3.3M(-14.9%)	$143.1M	0.0%	+113.02%	0
Invesco Ltd.	Decreased	3.1M(-13.2%)	$134.2M	0.0%	+118.28%	0
FMR LLC	Increased	3M(+41.5%)	$133.5M	0.0%	+12.57%	40

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Data sourced from four public-disclosure sources: SEC 13F, Form 4, 13D/13G, and House/Senate STOCK Act disclosures. Not financial advice. Full disclaimer