Follow-The-Filings

Security · featured owners

EQH Equitable Hldgs Inc.

Financials COM Equity as of 2026 Q2 among managers we track

  • 5 Owners
  • Max 30.4%
  • $1.1B
  • 1 new 2 add 1 reduce

EQH (Equitable Hldgs Inc.) is held in 5 featured 13F books as of 2026 Q2. Greg Alexander - Conifer Management is the largest tracked holder by portfolio weight (30.4%). Figures are as-filed 13F, not free float.

Who owns this now

Largest portfolio weights among featured holders · max 30.4% (Greg Alexander - Conifer Management) · not free-float ownership

  1. Greg Alexander 30.4%
  2. Richard Pzena add 0.72%
  3. Andreas Halvorsen new 0.68%
  4. Bill Nygren / Oakmark add 0.55%
  5. Ruane, Cunniff & Goldfarb reduce 0.03%

holders

sorted by value · long equity only · current book 2026 Q2 · open a manager for their book

history
Bill Nygren / Oakmark - Harris Associates L P 2026 Q2 0.55% Add +33495.5% 9,489,037 $416M history
Richard Pzena - Pzena Investment Management 2026 Q2 0.72% Add +24.6% 5,561,804 $244M history
Andreas Halvorsen - Viking Global Investors 2026 Q2 0.68% New 0.68% 5,398,896 $237M history
Greg Alexander - Conifer Management 2026 Q2 30.4% Hold 4,200,000 $184M history
Ruane, Cunniff & Goldfarb 2026 Q2 0.03% Reduce −0.4% 40,310 $2M history

5 current · options excluded

SEC filings

Recent issuer filings from EDGAR · 6 shown · open Filing / Doc on SEC.gov

Filed Form Detail Links
DEFA14A Filing Doc
10-Q Filing Doc
8-K 2.02,7.01,9.01 Filing Doc
8-K 5.07,8.01,9.01 Filing Doc
8-K 8.01 Filing Doc
8-K 8.01 Filing Doc

Insider forms

Form 3 / 4 / 5 from EDGAR · 14 rows shown

Filed Form Detail Links
4 Period Sep 21, 2026 Filing Doc
4 Period Sep 17, 2026 Filing Doc
4 Period Sep 4, 2026 Filing Doc
4 Period Sep 4, 2026 Filing Doc
4 Period Aug 17, 2026 Filing Doc
4 Period Aug 11, 2026 Filing Doc
4 Period Aug 10, 2026 · 7 forms Filing Doc
4 Period Aug 6, 2026 · 2 forms Filing Doc
4 Period Aug 10, 2026 Filing Doc
4 Period Jul 20, 2026 Filing Doc
4 Period Jul 15, 2026 Filing Doc
4 Period Jun 18, 2026 Filing Doc
4 Period Jun 15, 2026 Filing Doc
4 Period Jun 8, 2026 · 5 forms Filing Doc

Updated 1 day ago Source: SEC EDGAR submissions All on EDGAR

financials

US-GAAP annual · as tagged in Form 10-K · fiscal years · values link to the SEC filing

Income statement

Metric FY2023 FY2024 FY2025
Revenue $10.53B $12.44B $11.66B
Net income $1.3B $1.31B -$1.38B
Net margin * 12.4% 10.5% -11.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total assets $276.81B $295.87B $317.99B
Total equity $2.65B $1.58B -$0.074B

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$0.208B $2.01B $0.714B
Cash from investing -$4.85B -$15.86B -$10.97B
Cash from financing $9B $12.44B $15.72B
Net change in cash $3.96B -$1.43B $5.5B

Source: SEC companyfacts (US-GAAP 10-K) · * = computed (not a single XBRL tag) · fiscal year as labeled by the issuer · not adjusted or audited by Follow-The-Filings

ownership over time

filing count by report period · click a bar for that quarter’s holders