Guru Ownership Trend
Guru Analysis for Equitable Holdings, Inc. (EQH)
Equitable Holdings, Inc. (EQH), a key player in the Financials sector, continues to attract institutional attention.
As of Q3 2026, a total of 13 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $934.66 M.
Top institutional holders include Richard Pzena and Andreas Halvorsen.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $195.4 M net inflow during the quarter.
Recent activity highlights Jeremy Grantham who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 66.7%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q2 2026)
Guru Consensus (Q2 2026)
FAQs for Equitable Holdings, Inc. (EQH)
Major holders include Richard Pzena ($288.09 M), Andreas Halvorsen ($236.9 M), Diamond Hill Capital ($138.68 M). According to the latest reported data, 13 tracked investment managers collectively hold approximately 16.75 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $195.4 M, with 8 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 5 managers trimmed their positions, while 0 fully exited EQH. The total reported sell value was $146.27 M.
Yes, 5 managers opened new positions in EQH, and 3 increased their existing holdings. The total reported buy value was $341.68 M.
