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 2025, a total of 9 Super Investors (Gurus) hold positions in the company, with a combined stake valued at approximately $392.54 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%.
| Portfolio Manager | % Portfolio | Activity | Shares | Value | Report Date |
|---|---|---|---|---|---|
| 0.71% | Add 1.3% | 4,297,008 | $218.2 M | Q3 2025 | |
| 0.48% | New Buy | 1,999,742 | $101.55 M | Q3 2025 | |
| 0.04% | Reduce -3.2% | 1,177,554 | $59.8 M | Q3 2025 | |
| 0.11% | Add 1534.4% | 549,951 | $27.93 M | Q3 2025 | |
| 0.02% | New Buy | 200,300 | $10.17 M | Q3 2025 | |
| 0.11% | Add 126.7% | 170,000 | $8.63 M | Q3 2025 | |
| 0.03% | Reduce -0.2% | 40,636 | $2.06 M | Q3 2025 | |
| 0.01% | Reduce -0.3% | 20,128 | $1.02 M | Q3 2025 | |
| 0.00% | New Buy | 4,597 | $233,436 | Q3 2025 |
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
|---|
| Report Date | Portfolio Manager | Activity | Share Change | % Portfolio Change |
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| Portfolio Manager | Option Type | % Portfolio | Activity | Shares | Value | Report Date |
|---|
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 ($218.2 M), Diamond Hill Capital ($101.55 M), Cliff Asness ($59.8 M). According to the latest reported data, 9 tracked investment managers collectively hold approximately 8.46 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.