InvestorLens

EQH — EQUITABLE HLDGS INC

Public company

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For educational research only.InvestorLens analyzes public regulatory filings (SEC EDGAR, STOCK Act PTRs) that may be delayed by 45 days or more. Information shown is historical and is not financial, legal, or tax advice, nor a recommendation or solicitation to buy or sell any security. Always do your own research.

InvestorLens aggregates public filing data to show which tracked investors reported holdings in this stock. Dollar values represent reported position values, not market capitalization, and may be delayed up to 45 days. Not a recommendation.

Sourced from SEC EDGAR public filings

Why are billionaires buying EQH?

Built from public SEC filings and public economic data. Not a recommendation.

Confidence
75
Institutional Conviction
Net accumulation · 3 buying vs 1 selling last quarter
59
Macro Tailwind
Macro conditions are mixed for this sector
56
Why? — Evidence & Confidence ▾

Of 4 tracked investors who changed their EQH position last quarter, 3 bought and 1 sold (75% buy-side). Macro conditions are mixed for this sector (Macro Tailwind 56/100 in a Overheat regime).

Supporting evidence
  • +3 tracked investors added or increased positions last quarter (Andreas Halvorsen, Paul Tudor Jones, Steve Cohen)
  • +6 tracked investors reported holding EQH at their latest filing
  • +Macro Health is 56/100 in a Overheat regime — historically acceptable for this sectorsource
Contradicting evidence — always shown
  • −1 tracked investor reduced or exited last quarter (1 reduced, 0 sold out)
  • −13F data is disclosed up to 45 days after quarter end — positions may have changed since
Know the limits
  • · 13F disclosure lag (up to 45 days)
  • · Tracked investors are a sample, not the whole market
  • · Sector regime fit is a historical average, not a guarantee

Every InvestorLens score shows its evidence — including what argues against it. Model conviction-v1 · generated 9/18/2026.

About EQUITABLE HLDGS INC (EQH)

EQUITABLE HLDGS INC (EQH) appears in the most recent 13F filings of 6 tracked institutional investors. The largest disclosed position is held by Andreas Halvorsen (Viking Global Investors), valued at $237M. Across recent filings, tracked investors recorded 9 new positions, 11 increased, 5 reduced, and 5 exited. All data sourced from SEC 13F filings.

Smart Money Consensus™

Based on recent institutional activity in EQH

67
/100
Institutional Accumulation
Added / Increased20
Reduced5
Exited5
BearishBullish
Crowded Trade Score™

How many top investors track EQH

40
/100
Moderate Interest
6investors

Several tracked investors have exposure.

UndiscoveredCrowded
151015+

EQH Ownership Composition

How EQUITABLE HLDGS INC is held across tracked investor types, based on reported 13F positions.

Dominant Type
Other
67% of tracked value
Institutions
6
tracked investors
Total Reported
$354.1M
combined 13F value
Types3
  • Other66.9%
  • Multi-Strategy / Quant29.7%
  • Macro3.4%
Other(1)
66.9%
Multi-Strategy / Quant(3)
29.7%
Macro(2)
3.4%

Tracked investors currently reporting EQH

1 tracked investor has since exited this position — listed separately below.

  • Andreas HalvorsenJun 30, 2026
    Viking Global Investors
    Shares
    5.4M
    Value
    $236.9M
    % Portfolio
    0.68%
  • Ken GriffinJun 30, 2026
    Citadel Advisors
    Shares
    1.4M
    Value
    $61.9M
    % Portfolio
    0.01%
  • Izzy EnglanderJun 30, 2026
    Millennium Management
    Shares
    611.2K
    Value
    $26.8M
    % Portfolio
    0.01%
  • Ray DalioJun 30, 2026
    Bridgewater Associates
    Shares
    261K
    Value
    $11.5M
    % Portfolio
    0.05%
  • Steve CohenJun 30, 2026
    Point72 Asset Management
    Shares
    372.6K
    Value
    $16.3M
    % Portfolio
    0.02%
  • Paul Tudor JonesJun 30, 2026
    Tudor Investment Corp
    Shares
    14K
    Value
    $614.2K
    % Portfolio
    0.00%

Previously held EQH

These investors reported EQH in an earlier quarter but not in their most recent 13F. Figures below are their last reported position, not a current holding.

InvestorFirmLast reported sharesValue thenLast held
George SorosSoros Fund Management86.5K$4.9MJun 30, 2025

Recent activity

Frequently asked questions

How many institutional investors hold EQH?
6 tracked institutional investors disclosed a position in EQH (EQUITABLE HLDGS INC) in their most recent 13F filing.
Who is the largest institutional holder of EQH?
Andreas Halvorsen, Viking Global Investors, holds the largest disclosed position in EQH, valued at $237M.
Did institutional ownership of EQH increase or decrease?
Across recent 13F filings, tracked investors recorded 9 new positions, 11 increased, 5 reduced, and 5 fully exited EQH.
Where does this EQH ownership data come from?
SEC Form 13F-HR filings, accessed via EDGAR. 13F filings are disclosed quarterly with a 45-day reporting delay and cover U.S.-listed long equity positions only. This is not investment advice.