Follow-The-Filings

Security

EQH

Equitable Hldgs Inc. · COM

Equity holders as of 2026 Q1 (each manager’s latest book)

15 owners 2 new max 29.8% (Greg Alexander - Conifer ...)

grid → activity →
owners 15
max % 29.8%
tracked value $2.8B
qoq N 2 A 5 R 5

holders

sorted by % of portfolio · long equity only

manager % port activity shares value history
Greg Alexander - Conifer Management, L.l.c. 2026 Q1 29.8% — 4,200,000 $156M hist
Richard Pzena - Pzena Investment Management LLC 2026 Q1 0.5% Add -0.08 pp 4,464,347 $166M hist
Ray Dalio - Bridgewater Associates, LP 2026 Q1 0.1% Reduce -0.02 pp 458,416 $17M hist
Marshall Wace - Marshall Wace, LLP 2026 Q1 0.1% New 0.1% 2,021,093 $75M hist
Norges Bank 2025 Q4 stale 0.1% Exit -0.06 pp 11,563,370 $551M hist
D. E. Shaw & Co., Inc. 2026 Q1 0.1% Add +0.01 pp 2,201,064 $82M hist
Israel Englander - Millennium Management LLC 2026 Q1 0.0% Add +0.02 pp 2,598,051 $96M hist
Vanguard Group Inc. 2025 Q4 stale 0.0% Reduce 0.00 pp 30,633,125 $1.5B hist
Ken Griffin - Citadel Advisors LLC 2026 Q1 0.0% Add +0.01 pp 3,137,357 $116M hist
Cliff Asness - Aqr Capital Management LLC 2026 Q1 0.0% Reduce -0.01 pp 1,011,305 $37M hist
Steve Cohen - Point72 Asset Management, L.P. 2026 Q1 0.0% Add 0.00 pp 330,624 $12M hist
Ruane, Cunniff & Goldfarb L.P. 2026 Q1 0.0% Reduce -0.01 pp 40,459 $2M hist
Natixis Advisors, LLC 2026 Q1 0.0% Reduce 0.00 pp 54,014 $2M hist
Bill Nygren / Oakmark - Harris Associates L P 2026 Q1 0.0% New 0.0% 28,245 $1M hist
Ancora Advisors LLC 2026 Q1 0.0% — 117 $4 hist

15 current · options excluded

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
Gross profit — — —
Gross margin — — —
Net income $1.3B $1.31B -$1.38B
Net margin * 12.4% 10.5% -11.8%

Balance sheet

Metric FY2023 FY2024 FY2025
Total current assets — — —
Total non-current assets — — —
Total assets $276.81B $295.87B $317.99B
Total current liabilities — — —
Total non-current liabilities — — —
Total equity $2.65B $1.58B -$74M

Cash flow

Metric FY2023 FY2024 FY2025
Cash from operations -$208M $2.01B $714M
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