Equitable Holdings, Inc. (EQH)
- Sector
- Financial Services
- Last price
- $54.59
- As of
Kresmion compiles this page from EQH's SEC filings, its 13F institutional holders and the market events Kresmion detects, each linked to its source.
Equitable Holdings, Inc. (EQH): 8 institutional managers tracked by Kresmion reported non-option positions in their 2026Q2 Form 13F filings, and the most recent SEC filing on record for the company is a Form 8-K filed 2026-09-25.
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Preview the EQH dossierActive events for EQH
- high13F: funds reduced
3 tracked funds reduced EQH this 2026Q2, institutional consensus
- high13F: funds added
3 tracked funds increased EQH this 2026Q2, institutional consensus
- high13F: large reduction
CITADEL ADVISORS LLC cut 87% of EQH (2026Q2)
- high13F: large reduction
CITADEL ADVISORS LLC cut 94% of EQH (2026Q2)
- high13F: large increase
CITADEL ADVISORS LLC added +733% to EQH (2026Q2)
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Every event on EQH, as it fires
You are seeing 5 of 13 events recorded on EQH since 2026-05-31.
The five above landed across 2 days. The other 8 were recorded on 2 other days. 9 of the 13 are institutional flow rows, which arrive in batches on filing days.
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Largest reported share positions in EQH (2026Q2)
| Manager / security | Market value | % portfolio | QoQ |
|---|---|---|---|
| VIKING GLOBAL INVESTORS LPCUSIP 29452E101 · 2026Q2 | $236.9M | 0.68% | , |
| D. E. Shaw & Co., Inc.CUSIP 29452E101 · 2026Q2 | $89.3M | 0.04% | , |
| CITADEL ADVISORS LLCCUSIP 29452E101 · 2026Q2 | $60.5M | 0.01% | , |
| RENAISSANCE TECHNOLOGIES LLCCUSIP 29452E101 · 2026Q2 | $36M | 0.05% | , |
| MILLENNIUM MANAGEMENT LLCCUSIP 29452E101 · 2026Q2 | $26.8M | 0.01% | , |
| Point72 Asset Management, L.P.CUSIP 29452E101 · 2026Q2 | $16.3M | 0.02% | , |
| Bridgewater Associates, LPCUSIP 29452E101 · 2026Q2 | $11.5M | 0.05% | , |
| TWO SIGMA INVESTMENTS, LPCUSIP 29452E101 · 2026Q2 | $9.3M | 0.01% | , |
Quarterly SEC Form 13F disclosures from the managers Kresmion tracks, not a complete ownership ranking. Non-option holdings only; reported put and call positions are excluded. Different securities are labeled by CUSIP. Values are reporting-period snapshots, not current position values. Filings can arrive up to 45 days after quarter-end.
Recent SEC filings, EQH
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 10-QSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
- 8-KSEC EDGAR ↗
EQH mentioned in Kresmion daily briefs
EQH against its peers
EQH's net margin of -11.8% ranks in the 7th percentile of 22 Financial Services sub-industry peers, fiscal periods ending between 2025-11-30 and 2026-06-30.
| Metric | EQH | Peer median | Percentile | n |
|---|---|---|---|---|
| Revenue FY | 11.7B USD | 2.3B USD | 93 | 21 |
| Gross margin | n/a | 40.4% | n/a | 7 |
| Operating margin | n/a | 28.9% | n/a | 11 |
| Net margin | -11.8% | 19.0% | 7 | 22 |
| Return on equity | n/a | 15.3% | n/a | 24 |
| P / E | n/a | 21.4x | n/a | 20 |
Peers (24): FUTU, SEIC, TOST, ALLY, EVR, JEF, CHYM, LPLA, AMG, SF, SOFI, HLI, JXN, AFRM, VOYA, TW, FCFS, MORN, RKT, OMF, OWL, ACT, WEX, MKTX. Left out: CRBG (no annual filing). Fiscal periods ending between 2025-11-30 and 2026-06-30. Every figure is one full fiscal year read from one annual filing (EQH: 10-K), reported in USD. Nothing is trailing twelve months and nothing is converted between currencies. Source: SEC EDGAR XBRL company facts (public domain); prices from Kresmion's daily equity market-data snapshot. Open the full comparison.
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