Equitable Holdings, Inc.
US ˙ NYSE ˙ US29452E1010

SecurityEQH / Equitable Holdings, Inc.
InstitutionNeuberger Berman Group LLC
Latest Disclosed Ownership41,171 shares
Latest Disclosed Value $ 1,527,869
Neuberger Berman Group LLC reports 3.65% decrease in ownership of EQH / Equitable Holdings, Inc.

On May 14, 2026 - Neuberger Berman Group LLC filed a 13F-HR form disclosing ownership of 41,171 shares of Equitable Holdings, Inc. (US:EQH) valued at $1,527,856 USD as of March 31, 2026. The entity filed a previous 13F-HR on February 13, 2026 disclosing 42,732 shares of Equitable Holdings, Inc.. This represents a change in shares of -3.65% during the quarter. The current value of the position is $1,679,777 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)
2026-05-14 2026-03-31 13F EQUITABLE HOLDINGS Common 29452E101 41,171 -1,561 -3.65 1,528 -25.00 0.0006
2026-02-13 2025-12-31 13F EQUITABLE HOLDINGS Common 29452E101 42,732 -18,411 -30.11 2,036 -34.41 0.0015
2025-11-12 2025-09-30 13F EQUITABLE HOLDINGS Common 29452E101 61,143 -367,407 -85.73 3,105 -87.09 0.0023
2025-08-25 2025-06-30 13F/A-1 EQUITABLE HOLDINGS Common 29452E101 428,550 -81 -0.02 24,042 7.68 0.0185
2025-08-13 2025-06-30 13F EQUITABLE HOLDINGS Common 29452E101 428,550 -81 24,042 0.0096
2025-05-13 2025-03-31 13F EQUITABLE HOLDINGS Common 29452E101 428,631 367,741 603.94 22,327 677.40 0.0187
2025-02-13 2024-12-31 13F EQUITABLE HOLDINGS Common 29452E101 60,890 -1,519 -2.43 2,872 9.49 0.0023
2024-11-14 2024-09-30 13F EQUITABLE HOLDINGS Common 29452E101 62,409 -106 -0.17 2,623 2.70 0.0020
2024-11-14 2024-06-30 13F/A-1 EQUITABLE HOLDINGS Common 29452E101 62,515 -304 -0.48 2,554 7.00 0.0021
2024-08-13 2024-06-30 13F EQUITABLE HOLDINGS Common 29452E101 62,515 -304 2,554 0.0021
2024-11-14 2024-03-31 13F/A-1 EQUITABLE HOLDINGS Common 29452E101 62,819 -3,230 -4.89 2,388 8.55 0.0020
2024-05-13 2024-03-31 13F EQUITABLE HOLDINGS Common 29452E101 62,819 -3,230 2,388 0.0020
2024-11-14 2023-12-31 13F/A-2 EQUITABLE HOLDINGS Common 29452E101 66,049 -6,340 -8.76 2,199 7.01 0.0019
2024-02-09 2023-12-31 13F EQUITABLE HOLDINGS Common 29452E101 66,049 -6,340 2,199 0.0019
2023-11-14 2023-09-30 13F EQUITABLE HOLDINGS Common 29452E101 72,389 -237,934 -76.67 2,055 -75.62 0.0019
2023-08-11 2023-06-30 13F EQUITABLE HOLDINGS Common 29452E101 310,323 -285,899 -47.95 8,428 -44.33 0.0075
2023-05-12 2023-03-31 13F EQUITABLE HOLDINGS Common 29452E101 596,222 -430,302 -41.92 15,138 -48.62 0.0140
2023-02-13 2022-12-31 13F EQUITABLE HOLDINGS Common 29452E101 1,026,524 -2,890,833 -73.80 29,461 -71.46 0.0289
2022-11-15 2022-09-30 13F EQUITABLE HOLDINGS Common 29452E101 3,917,357 766,449 24.32 103,222 25.66 0.1078
2022-08-15 2022-06-30 13F EQUITABLE HOLDINGS Common 29452E101 3,150,908 -1,860,878 -37.13 82,144 -47.00 0.0826
2022-05-23 2022-03-31 13F/A-1 EQUITABLE HOLDINGS Common 29452E101 5,011,786 270,728 5.71 154,985 0.40 0.1313
2022-05-13 2022-03-31 13F EQUITABLE HOLDINGS Common 29452E101 5,011,786 270,728 153,994 0.1346
2022-02-11 2021-12-31 13F EQUITABLE HOLDINGS Common 29452E101 4,741,058 -76,374 -1.59 154,360 8.49 0.1211
2021-11-12 2021-09-30 13F EQUITABLE HOLDINGS Common 29452E101 4,817,432 222,196 4.84 142,275 1.85 0.1244
2021-08-13 2021-06-30 13F EQUITABLE HOLDINGS Common 29452E101 4,595,236 1,884,271 69.51 139,689 58.25 0.1219
2021-05-13 2021-03-31 13F EQUITABLE HOLDINGS Common 29452E101 2,710,965 975,050 56.17 88,273 98.86 0.0843
2021-02-10 2020-12-31 13F EQUITABLE HOLDINGS Common 29452E101 1,735,915 396,404 29.59 44,390 81.72 0.0460
2020-11-12 2020-09-30 13F EQUITABLE HOLDINGS Common 29452E101 1,339,511 1,188,580 787.50 24,428 739.16 0.0290
2020-08-13 2020-06-30 13F EQUITABLE HOLDINGS Common 29452E101 150,931 -24,735 -14.08 2,911 14.70 0.0036
2020-05-14 2020-03-31 13F EQUITABLE HOLDINGS Common 29452E101 175,666 175,666 2,538 0.0039
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.