§ FINANCIAL SERVICES
USD · Financial ServicesEQH
EQUITABLE HOLDINGS INC
USDSector · Financial ServicesBeta · 1.13
§ 01 · PRICE
Price action
1D5D1M6MYTD1YMAX
OPEN 51.28HIGH 51.95LOW 49.8352W 35.20 — 56.61
§ 03 · SIGNAL STACK · WHAT THE INPUTS SAY
13F FLOW
227 increased/new, 209 decreased/exited (13F)
AC 13F Analysis
§ 04 · FUNDAMENTALS · THE BOOKS
| P/B | 9.44 | EPS (TTM) | -4.61 |
| Dividend | 3.06% |
§ 05 · WHO OWNS IT
Top institutional holders
| Fund | Shares | % port | Δ Q/Q |
|---|---|---|---|
| BlackRock, Inc. | 27.3M | 0.0% | +0% |
| CANADA PENSION PLAN INVESTMENT BOARD | 18.2M | 0.4% | −6% |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14.6M | n/a | n/a |
| VANGUARD CAPITAL MANAGEMENT LLC | 12.6M | n/a | n/a |
| State Street | 12.0M | 0.0% | −2% |
| Capital International Investors | 10.4M | 0.1% | −23% |
◇ AC INTELLIGENCE
Top institutional owners for EQH as of the most recent 13F reporting period (Q1 2026 · Period ended Mar 31). Δ Q/Q reflects share-count change vs. the prior filing — positive green means adding, negative red means trimming. Cross-reference with the ownership-mix bars below to see which strategy cohort is driving the flow.
§ 06 · WHO OWNS IT · BY STRATEGY
OTHER5.5% · 0 holders
OTHER39.1% · 400 holders
QUALITY / COMPOUNDER18.8% · 33 holders
PASSIVE / INDEX14.7% · 10 holders
DEALER / BANK13.2% · 48 holders
INCOME / DEFENSIVE3.0% · 33 holders
TACTICAL / MACRO2.2% · 3 holders
DEEP VALUE1.6% · 2 holders
SYSTEMATIC / QUANT1.0% · 14 holders
ACTIVIST0.8% · 1 holder
◇ AC INTELLIGENCE
Ownership mix by behavioral cohort. Top bars indicate which style of capital dominates the float — passive indexing, quality compounders, dealer/bank, systematic quant, etc. Big quality-compounder share means concentrated active conviction; heavy passive share means flows are dictated by index rebalances, not fundamentals.
§ 07 · INSIDER ACTIVITY · LAST 180 DAYS
NO INSIDER FILINGS
◇ AC INTELLIGENCE
No Form 4 filings on record for EQH in the last 180 days.
§ 08 · COVERAGE · OUR RECENT NOTES
No notes mention EQH yet.