13FBOX
EQUITABLE HLDGS INC · 13F Institutional Holdings
Options Calculator Rankings
E

EQUITABLE HLDGS INC

EQH
Institutions
481
Combined AUM (Q2 2026)
$11.65B
Combined Shares (Q2 2026)
265.7M
Overall Trend
Increase
All institutions combined
📥 Inflow (Q1 2026→Q2 2026)
+71.3M
213 · 76 New Buys · ≈
📤 Outflow (Q1 2026→Q2 2026)
-52.2M
335 · 129 Exit · ≈
⚖️ Net
+19.1M
Net Buy
💰 Net Value
≈ —
est. price
Latest AUM (Q2 2026)
$11.65B
Institutions
481
New Buys
76
Adds
137
Reduces
206
Exits
129
Unchanged
62
Ownership TrendPortfolio %Prev Q %RankQ2 2026 ValueQ2 2026 SharesPrev Q ValuePrev Q SharesShares ChangeAction
BlackRock, Inc.
0.02%0.02%#155$1.14B25.9M$1.01B27.3M-1.4M-5.22%Reduce
NORGES BANK
0.08%0.09%#66$804.2M18.3M$664.9M12.8M+5.6M+43.58%Add
PRICE T ROWE ASSOCIATES INC /MD/
0.08%0.07%#68$798.0M18.2M$650.4M17.5M+661,264+3.77%Add
VANGUARD PORTFOLIO MANAGEMENT LLC
0.03%#127$589.9M13.4M$00+13.4MNew Buy
VANGUARD CAPITAL MANAGEMENT LLC
0.01%#188$557.4M12.7M$00+12.7MNew Buy
HARRIS ASSOCIATES L P
0.55%<0.01%#24$416.4M9.5M$1.0M28,245+9.5M+33,495.46%Add
STATE STREET CORP
0.01%0.02%#187$412.0M9.4M$444.6M12.0M-2.6M-21.64%Reduce
CANADA PENSION PLAN INVESTMENT BOARD
0.22%0.44%#42$399.6M9.1M$676.1M18.2M-9.1M-50.02%Reduce
WELLINGTON MANAGEMENT GROUP LLP
0.07%0.06%#77$385.5M8.8M$306.6M8.3M+523,638+6.34%Add
Capital International Investors
0.08%0.09%#69$369.3M8.4M$387.1M10.4M-2.0M-19.32%Reduce
PZENA INVESTMENT MANAGEMENT LLC
0.72%0.54%#16$244.1M5.6M$165.7M4.5M+1.1M+24.58%Add
GEODE CAPITAL MANAGEMENT, LLC
0.01%0.01%#182$238.8M5.4M$216.7M5.9M-414,179-7.07%Reduce
VIKING GLOBAL INVESTORS LP
0.68%#18$236.9M5.4M$00+5.4MNew Buy
THORNBURG INVESTMENT MANAGEMENT INC
2.16%1.92%#8$225.6M5.1M$185.3M5.0M+148,132+2.97%Add
BANK OF MONTREAL /CAN/
0.07%0.07%#72$212.5M4.8M$182.0M4.9M-63,713-1.30%Reduce
DIAMOND HILL CAPITAL MANAGEMENT INC
1.67%1.67%#11$208.1M4.7M$266.9M7.2M-2.4M-34.04%Reduce
MASSACHUSETTS FINANCIAL SERVICES CO /MA/
0.06%0.05%#81$187.0M4.2M$148.9M4.0M+243,448+6.10%Add
Conifer Management, L.L.C.
30.38%29.75%#1$184.3M4.2M$155.9M4.2M00.00%Unchanged
DIMENSIONAL FUND ADVISORS LP
0.03%0.03%#114$169.6M3.9M$143.1M3.9M+8,684+0.23%Add
Castle Hook Partners LP
0.72%#15$157.9M3.6M$00+3.6MNew Buy
MORGAN STANLEY
0.01%0.01%#222$146.9M3.3M$203.9M4.0M-668,724-16.65%Reduce
NORTHERN TRUST CORP
0.02%0.02%#156$143.1M3.3M$142.2M3.8M-570,249-14.88%Reduce
Invesco Ltd.
0.01%0.02%#196$134.2M3.1M$130.8M3.5M-466,967-13.24%Reduce
FMR LLC
0.01%<0.01%#248$133.5M3.0M$79.8M2.1M+891,668+41.48%Add
MARSHALL WACE, LLP
0.1%0.07%#60$122.0M2.8M$75.0M2.0M+758,146+37.51%Add
GOLDMAN SACHS GROUP INC
0.01%0.01%#199$116.6M2.7M$110.4M3.0M-319,537-10.74%Reduce
Nuveen, LLC
0.02%0.02%#131$102.7M2.3M$70.8M1.9M+432,300+22.65%Add
JANE STREET GROUP, LLC
0.01%0.01%#220$100.4M2.3M$70.2M1.9M+394,792+20.86%Add
TCW GROUP INC
0.67%0.45%#19$100.3M2.3M$60.4M1.6M+657,888+40.41%Add
CHARLES SCHWAB INVESTMENT MANAGEMENT INC
0.01%0.01%#184$94.0M2.1M$77.6M2.1M+53,034+2.54%Add
Bank of New York Mellon Corp
0.02%0.02%#162$93.5M2.1M$90.6M2.4M-312,525-12.79%Reduce
D. E. Shaw & Co., Inc.
0.04%0.05%#100$89.3M2.0M$81.7M2.2M-166,986-7.59%Reduce
PRINCIPAL FINANCIAL GROUP INC
0.04%0.04%#98$87.9M2.0M$72.6M2.0M+47,942+2.45%Add
ALGEBRIS (UK) LTD
5.64%5.46%#2$85.6M2.0M$75.5M2.0M-79,759-3.91%Reduce
VANGUARD FIDUCIARY TRUST CO
0.02%#151$79.3M1.8M$00+1.8MNew Buy
UBS Group AG
0.01%0.01%#202$78.6M1.8M$71.5M1.9M-135,916-7.05%Reduce
NORDEA INVESTMENT MANAGEMENT AB
0.05%0.09%#91$64.8M1.5M$95.2M2.7M-1.2M-44.36%Reduce
CITADEL ADVISORS LLC
0.01%0.02%#231$61.9M1.4M$118.7M3.2M-1.8M-55.90%Reduce
Alyeska Investment Group, L.P.
0.15%<0.01%#47$59.9M1.4M$892,45824,049+1.3M+5,578.51%Add
Qube Research & Technologies Ltd
0.05%#88$57.9M1.3M$00+1.3MNew Buy
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP
0.02%<0.01%#135$51.5M1.2M$2.9M79,166+1.1M+1,381.76%Add
ADAGE CAPITAL PARTNERS GP, L.L.C.
0.07%0.02%#73$50.5M1.2M$11.1M300,000+850,000+283.33%Add
Woodline Partners LP
0.15%0.31%#50$47.4M1.1M$82.8M2.2M-1.1M-51.54%Reduce
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC
0.01%0.02%#219$46.1M1.1M$76.5M2.1M-1.0M-49.00%Reduce
CI INVESTMENTS INC.
0.13%0.17%#53$41.7M949,760$36.0M970,137-20,377-2.10%Reduce
BANK OF AMERICA CORP /DE/
<0.01%<0.01%#303$41.4M942,782$33.0M889,016+53,766+6.05%Add
LAZARD ASSET MANAGEMENT LLC
0.05%0.06%#87$38.8M884,177$33.5M902,568-18,391-2.04%Reduce
RENAISSANCE TECHNOLOGIES LLC
0.05%#93$36.0M819,900$00+819,900New Buy
BRUNI J V & CO /CO
3.07%2.62%#5$33.7M766,929$25.1M675,462+91,467+13.54%Add
RHUMBLINE ADVISERS
0.03%0.03%#130$33.4M762,284$31.6M851,606-89,322-10.49%Reduce

🧭 Institutional Sector Flow Heatmap

Net Outflow Net Inflow