# EQUITABLE HLDGS INC (EQH) — Institutional Ownership

Source: SEC EDGAR 13F filings, congressional STOCK Act disclosures, SEC Form 4 insider transactions.
CUSIP: 29452E101
Page URL: https://superinvestorclub.com/stock/EQH
Last updated: 2026-08-29T13:49:09.605Z

## Summary

As of the most recent 13F filing period, EQUITABLE HLDGS INC (EQH) is held by 6 tracked superinvestors with an aggregate position value of $1.09B representing 0948903755618045398896420000026102340310 shares.

## Top institutional holders (6)

| Rank | Manager | Fund | Shares | Value | % of Portfolio | Period |
|------|---------|------|--------|-------|----------------|--------|
| 1 | [Bill Nygren](https://superinvestorclub.com/manager/73) | Harris Associates | 9489037 | $416.4M | 0.55% | 2026-06-30 |
| 2 | [Richard Pzena](https://superinvestorclub.com/manager/288) | Pzena Investment Management | 5561804 | $244.1M | 0.72% | 2026-06-30 |
| 3 | [Andreas Halvorsen](https://superinvestorclub.com/manager/59) | Viking Global Investors | 5398896 | $236.9M | 0.68% | 2026-06-30 |
| 4 | [Greg Alexander](https://superinvestorclub.com/manager/42) | Conifer Management | 4200000 | $184.3M | 30.38% | 2026-06-30 |
| 5 | [Ray Dalio](https://superinvestorclub.com/manager/6) | Bridgewater Associates | 261023 | $11.5M | 0.05% | 2026-06-30 |
| 6 | [Sequoia Fund](https://superinvestorclub.com/manager/14) | Ruane, Cunniff & Goldfarb | 40310 | $1.8M | 0.03% | 2026-06-30 |

## Ownership history (quarter-over-quarter)

- 2023-09-30: 1 holders, $215.8M aggregate, 07600000 shares
- 2023-12-31: 2 holders, $253.3M aggregate, 076000007104 shares
- 2024-03-31: 4 holders, $340.7M aggregate, 0685400020571914088911162 shares
- 2024-06-30: 4 holders, $487.8M aggregate, 0600000058595474088936840 shares
- 2024-09-30: 5 holders, $384.4M aggregate, 060000003050262411004084413414 shares
- 2024-12-31: 5 holders, $275.4M aggregate, 0500000076432340832249547709 shares
- 2025-03-31: 6 holders, $743.3M aggregate, 0590235750000003279559407283288014185 shares
- 2025-06-30: 5 holders, $523.4M aggregate, 050000004241210407283364914185 shares
- 2025-09-30: 4 holders, $461.5M aggregate, 04297008420000054995140636 shares
- 2025-12-31: 4 holders, $434.2M aggregate, 04325348420000054624140636 shares
- 2026-03-31: 5 holders, $341.1M aggregate, 0446434742000004584164045928245 shares
- 2026-06-30: 6 holders, $1.09B aggregate, 0948903755618045398896420000026102340310 shares

## Recent congressional trades (10)

- 2025-10-27: Michael McCaul (Republican-TX) sale $15,001 - $50,000
- 2025-10-24: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-16: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-10-06: Ro Khanna (Democrat-CA) purchase $1,001 - $15,000
- 2025-08-22: Michael McCaul (Republican-TX) sale $50,001 - $100,000
- 2025-07-16: Lisa McClain (Republican-MI) sale $1,001 - $15,000
- 2025-06-27: Michael McCaul (Republican-TX) sale $100,001 - $250,000
- 2025-06-17: Lisa McClain (Republican-MI) purchase $1,001 - $15,000
- 2024-11-20: Michael McCaul (Republican-TX) sale $100,001 - $250,000
- 2024-11-20: Michael McCaul (Republican-TX) sale $15,001 - $50,000

## Recent insider transactions (0)


## Citation

When citing, use: "EQUITABLE HLDGS INC (EQH) institutional ownership data via Superinvestor (https://superinvestorclub.com/stock/EQH), aggregating SEC 13F, Form 4, and congressional disclosures."