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Of the 13 tracked institutions holding EQH, 7 have a 3-year clone track record — 5 of them beat the S&P. Average holder's clone alpha: +3.4pt. It's a gauge of who owns the name, not just how many.
Among the 13 tracked institutional investors we monitor, EQH (EQUITABLE HLDGS INC) is held with a combined value of $4.25B across 105,736,805 shares. The largest holder is VANGUARD GROUP INC with a position worth $1.46B (0.02% of their portfolio). 2 funds opened new positions in the most recent quarter. 5 funds increased their holdings. 6 funds reduced their position.
Total Institutional Value
$4.25B
Total Shares Held
105,736,805
Institutional Holders
13
% of Shares Outstanding
37.6%
of 281.52M shares · SEC 2026-05-05
Days to Cover
2.0-4.9%
5.45M shares short · FINRA 2026-07-15
Tracked 13F institutions hold 37.6% of EQH's shares outstanding. This is a floor: 13F filings arrive on a ~45-day lag and we track only a subset of institutional filers, so true institutional ownership is higher. Shares-outstanding is the latest SEC cover-page figure (as of 2026-05-05), not a live float.
Ranked by estimated dollars moved (share change × implied price). 13F data lags up to 45 days.
| # | Fund | Value↓ | Portfolio % | Change |
|---|---|---|---|---|
| 1 | VANGUARD GROUP INC | $1.46B | 0.02% | -4.7% |
| 2 | BlackRock, Inc. | $1.01B | 0.02% | +0.0% |
| 3 | PRICE T ROWE ASSOCIATES INC /MD/ | $650.37M | 0.08% | +1.5% |
| 4 | STATE STREET CORP | $444.62M | 0.02% | -2.1% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | $306.58M | 0.06% | -0.5% |
| 6 | CITADEL ADVISORS LLC | $116.43M | 0.08% | +197.6% |
| 7 | MILLENNIUM MANAGEMENT LLC | $96.41M | 0.04% | +127.8% |
| 8 | FMR LLC | $79.78M | 0.00% | -24.5% |
| 9 | AQR CAPITAL MANAGEMENT LLC | $36.69M | 0.02% | -8.0% |
| 10 | Bridgewater Associates, LP | $17.01M | 0.08% | -16.1% |
| Member | Type | Date |
|---|---|---|
| Lisa McClain | Sell | Jul 16, 2025 |
As of the latest SEC 13F filings, VANGUARD GROUP INC is the largest institutional holder of EQH with a position worth $1.46B, representing 0.02% of their portfolio. In total, 13 institutional investors hold EQH with a combined value of $4.25B.
In the most recent quarter, 2 funds opened a new position in EQH. Additionally, 5 increased their holdings and 6 reduced their positions.
Institutional investors hold $4.25B worth of EQH stock across 13 positions. The largest institutional holder is VANGUARD GROUP INC with $1.46B in holdings.
A 13F filing is a quarterly report required by the SEC from institutional investment managers with over $100 million in assets. It discloses their holdings in U.S. equities. For EQH, these filings reveal which major funds are accumulating or reducing positions, providing insights into institutional sentiment.
Get notified when hedge funds change their EQH positions.
Alpha = the manager's 3-year clone return minus the S&P 500. A skilled roster is a stronger tell than a crowded one — though even skilled managers' edge doesn't reliably survive the 13F disclosure lag. Why →
Last Close
$48.59
2026-07-27
YTD
+1.3%
68% of 52-week range
