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 Q1 2026, a total of 8 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $596.7 M.
Top institutional holders include Diamond Hill Capital and Richard Pzena.
Institutional sentiment is currently Strongly Bullish. This is evidenced by a $95.25 M net inflow during the quarter.
Recent activity highlights Jefferies Group who increased their stake by 100.0%. Conversely, Ray Dalio reduced exposure by 16.1%.
Key Holders
Top 5 by Value
Top 5 by Conviction
Recent Activity Breakdown (Q1 2026)
Guru Consensus (Q1 2026)
FAQs for Equitable Holdings, Inc. (EQH)
Major holders include Diamond Hill Capital ($266.9 M), Richard Pzena ($165.67 M), Cliff Asness ($36.69 M). According to the latest reported data, 8 tracked investment managers collectively hold approximately 13.56 M shares.
According to the latest 13F reporting period, sentiment appears Bullish (Net Buying). There was a net inflow of $95.25 M, with 4 managers increasing positions and 5 managers reducing holdings.
During the most recent reporting period, 4 managers trimmed their positions, while 1 fully exited EQH. The total reported sell value was $18.85 M.
Yes, 0 managers opened new positions in EQH, and 4 increased their existing holdings. The total reported buy value was $114.09 M.
