Richard Pzena's EQH Position Overview
Richard Pzena (via Pzena Investment Management LLC) currently holds 4.3 M shares of Equitable Holdings, Inc. (EQH) worth $218.2 M, representing 0.71% of the portfolio. First purchased in 2020-Q1, this long-term strategic position has been held for 23 quarters.
Based on 13F filings, Richard Pzena has maintained a strategic position in EQH, demonstrating sustained confidence in this investment. Largest addition occurred in Q3 2023, adding 2.45 M shares. Largest reduction occurred in Q4 2024, reducing 8.24 M shares.
Analysis based on 13F filings available since 2013 Q2
Richard Pzena's Equitable Holdings (EQH) Holding Value Over Time
Track share changes against reported price movement
Quarterly Equitable Holdings (EQH) Trades by Richard Pzena
| Period | Bought/Sold (Sh.) | % Change | Qtr. End Shares | Reported Price |
|---|---|---|---|---|
| Q1 2020 | +22.1 M | New Buy | 22.1 M | $14.45 |
| Q2 2020 | -2.17 M | Reduce 9.83% | 19.93 M | $19.29 |
| Q3 2020 | +708,394 | Add 3.55% | 20.64 M | $18.24 |
| Q4 2020 | -968,185 | Reduce 4.69% | 19.67 M | $25.59 |
| Q1 2021 | +386,438 | Add 1.96% | 20.05 M | $32.62 |
| Q2 2021 | +351,283 | Add 1.75% | 20.4 M | $30.45 |
| Q3 2021 | +1.73 M | Add 8.46% | 22.13 M | $29.64 |
| Q4 2021 | -47,539 | Reduce 0.21% | 22.08 M | $32.79 |
| Q1 2022 | -156,876 | Reduce 0.71% | 21.93 M | $30.91 |
| Q2 2022 | +220,775 | Add 1.01% | 22.15 M | $26.07 |
| Q3 2022 | +720,979 | Add 3.26% | 22.87 M | $26.35 |
| Q4 2022 | -262,742 | Reduce 1.15% | 22.61 M | $28.70 |
| Q1 2023 | +874,423 | Add 3.87% | 23.48 M | $25.39 |
| Q2 2023 | +971,884 | Add 4.14% | 24.45 M | $27.16 |
| Q3 2023 | +2.45 M | Add 10.02% | 26.9 M | $28.39 |
| Q4 2023 | -334,497 | Reduce 1.24% | 26.57 M | $33.30 |
| Q1 2024 | -1.25 M | Reduce 4.70% | 25.32 M | $38.01 |
| Q2 2024 | -6.68 M | Reduce 26.37% | 18.64 M | $40.86 |
| Q3 2024 | -2.21 M | Reduce 11.86% | 16.43 M | $42.03 |
| Q4 2024 | -8.24 M | Reduce 50.15% | 8.19 M | $47.17 |
| Q1 2025 | -2.29 M | Reduce 27.94% | 5.9 M | $52.09 |
| Q2 2025 | -1.66 M | Reduce 28.14% | 4.24 M | $56.10 |
| Q3 2025 | +55,798 | Add 1.32% | 4.3 M | $50.78 |
Richard Pzena's Equitable Holdings Investment FAQs
Richard Pzena first purchased Equitable Holdings, Inc. (EQH) in Q1 2020, acquiring 22,099,137 shares, as reported in their 13F filing for that period. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena has held Equitable Holdings, Inc. (EQH) for 23 quarters since Q1 2020. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's largest addition to Equitable Holdings, Inc. (EQH) was in Q1 2020, adding 22,099,137 shares worth $319.33 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
According to the latest 13F filing for Q3 2025, Richard Pzena's firm, Pzena Investment Management LLC, owns 4,297,008 shares of Equitable Holdings, Inc. (EQH), valued at approximately $218.2 M. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
As of the Q3 2025 filing, Equitable Holdings, Inc. (EQH) represents approximately 0.71% of Richard Pzena's publicly disclosed stock portfolio, making it one of their key holdings. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.
Richard Pzena's peak holding in Equitable Holdings, Inc. (EQH) was 26,902,560 shares, as reported at the end of Q3 2023. Note: Analysis reflects filings available since Q2 2013; earlier records may be incomplete.