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 Q4 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $463.38 M.
Top institutional holders include Richard Pzena and Diamond Hill Capital.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $136.8 M net inflow during the quarter.
Recent activity highlights Ray Dalio who dramatically increased their stake. Conversely, Cliff Asness reduced exposure by 3.2%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q3 2025)
Guru Consensus (Q3 2025)
FAQs for Equitable Holdings, Inc. (EQH)
Major holders include Richard Pzena ($206.1 M), Diamond Hill Capital ($204.64 M), Cliff Asness ($59.8 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 10.63 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $136.8 M, with 6 managers increasing positions and 7 managers reducing holdings.
During the most recent reporting period, 3 managers trimmed their positions, while 4 fully exited EQH. The total reported sell value was $9.03 M.
Yes, 3 managers opened new positions in EQH, and 3 increased their existing holdings. The total reported buy value was $145.83 M.
