Equitable Holdings, Inc.
US ˙ NYSE ˙ US29452E1010

SecurityEQH / Equitable Holdings, Inc.
InstitutionEquitable Holdings, Inc.
Latest Disclosed Ownership23,004 shares
Latest Disclosed Value $ 1,096,141
Equitable Holdings, Inc. reports 61.68% increase in ownership of EQH / Equitable Holdings, Inc.

On May 15, 2026 - Equitable Holdings, Inc. filed a 13F-HR form disclosing ownership of 23,004 shares of Equitable Holdings, Inc. (US:EQH) valued at $853,678 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 17, 2026 disclosing 14,228 shares of Equitable Holdings, Inc.. This represents a change in shares of 61.68% during the quarter. The current value of the position is $938,563 USD.

Institutional Ownership: 13F and NPORT Filings

The Security and Class in the table below are shown exactly as filed by the investor. We do our best to track continuity of investments through acquisitions, and this will be reflected in the table as changes in names. In addition to descriptive data, performance of the investment is shown over time. To calculate quarterly performance, we first calculate cost basis of the shares purchased during the quarter, then use that to calculate gross profit. Quarterly return is Gross Profit / Starting Portfolio value.

Note that cost basis is calculated and stored in thousands, so small quarterly changes in shares frequently result in a cost basis of zero.

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Disclosed Equity Positions (from 13F/NPORT Filings)
File
Date		 Effective
Date		Form Security Class ID Avg Price
Paid (Est)		 Reported
Shares		 ΔShares ΔShares
(%)		 Reported
Value
(x1000)		 ΔValue
(%)		 Alloc
(%)		 ΔAlloc ΔAlloc (%) Cost Basis
(x1000)		 Unrealized
Gain/Loss
(x1000)
2026-05-15 2026-03-31 13F EQUITABLE HLDGS COM 29452E101 23,004 8,776 61.68 1,096 61.89 0.0062
2026-02-17 2025-12-31 13F EQUITABLE HLDGS COM 29452E101 14,228 14,228 678 0.0046
2025-11-14 2025-09-30 13F EQUITABLE HLDGS COM 29452E101 0 -10,823 -100.00 0 -100.00
2025-08-15 2025-06-30 13F EQUITABLE HLDGS COM 29452E101 10,823 -104 -0.95 607 6.68 0.0050
2025-05-13 2025-03-31 13F EQUITABLE HLDGS COM 29452E101 10,927 66 0.61 569 11.13 0.0054
2025-02-12 2024-12-31 13F EQUITABLE HLDGS COM 29452E101 10,861 -1,907 -14.94 512 -4.48 0.0049
2024-11-14 2024-09-30 13F EQUITABLE HLDGS COM 29452E101 12,768 1 0.01 537 2.88 0.0052
2024-08-14 2024-06-30 13F EQUITABLE HLDGS COM 29452E101 12,767 32 0.25 522 7.64 0.0055
2024-05-14 2024-03-31 13F EQUITABLE HLDGS COM 29452E101 12,735 173 1.38 484 15.79 0.0055
2024-02-13 2023-12-31 13F EQUITABLE HLDGS COM 29452E101 12,562 751 6.36 418 24.78 0.0052
2023-11-14 2023-09-30 13F EQUITABLE HLDGS COM 29452E101 11,811 -3,137 -20.99 335 -17.28 0.0048
2023-08-15 2023-06-30 13F EQUITABLE HLDGS COM 29452E101 14,948 -6,005 -28.66 406 -23.73 0.0058
2023-05-15 2023-03-31 13F EQUITABLE HLDGS COM 29452E101 20,953 3,554 20.43 532 6.41 0.0085
2023-02-14 2022-12-31 13F EQUITABLE HLDGS COM 29452E101 17,399 813 4.90 499 14.19 0.0087
2022-11-14 2022-09-30 13F EQUITABLE HLDGS COM 29452E101 16,586 868 5.52 437 6.59 0.0085
2022-08-15 2022-06-30 13F EQUITABLE HLDGS COM 29452E101 15,718 45 0.29 410 -15.29 0.0078
2022-05-13 2022-03-31 13F EQUITABLE HLDGS COM 29452E101 15,673 5,451 53.33 484 44.48 0.0079
2022-02-11 2021-12-31 13F EQUITABLE HLDGS COM 29452E101 10,222 1,722 20.26 335 32.94 0.0053
2021-11-12 2021-09-30 13F EQUITABLE HLDGS COM 29452E101 8,500 -491 -5.46 252 -8.03 0.0043
2021-08-11 2021-06-30 13F EQUITABLE HLDGS COM 29452E101 8,991 0 0.00 274 -6.48 0.0047
2021-05-14 2021-03-31 13F EQUITABLE HLDGS COM 29452E101 8,991 0 0.00 293 27.39 0.0062
2021-02-09 2020-12-31 13F EQUITABLE HLDGS COM 29452E101 8,991 8,991 230 0.0052
Legend
Shares
The total number of shares held by the institution at the end of the reporting period (the effective date). This is provided in the filing.
Value
The total value of the shares as of the effective date. This is provided in the filing.
Avg. Share Price
The weighted average share price of the shares held by the institution. We use FIFO accounting to determine this price
Class
This is the security class as indicated by the filer. There are a variety of values for this field. Common values include "EC" = equity common, "EP" - equity preferred
Allocation (%)
The percent of the institution's portfolio that this position represents. This is provided in NPORT filings. For 13F filings, we calculate it.
Change in Allocation
The change in allocation from the prior reporting period. This is calculated as current allocation - prior allocation.
Change in Allocation (%)
The percent change in allocation from the prior reporting period. This is calculated as (current allocation - prior allocation) / prior allocation.
Cost Basis
The total cost of the shares held. This is calculated as reported shares * avg. share price
Unrealized Gain/Loss
This is the market value of the position as of the effective date minus the cost basis.