EQUITABLE HOLDINGS INC (EQH) Institutional Ownership Changes & 13F Activity

EQUITABLE HOLDINGS INC (EQH) institutional ownership data tracks hedge funds, asset managers, and other institutional investors based on recent SEC 13F filings (Q1 2026). This page analyzes institutional buying and selling activity, new holdings, and sold-out positions among tracked filers. Notable filers include Hancock Classic Value, Sequoia Financial Advisors, Sequoia Fund, Conifer Management, and Viking Global Investors.

Portfolio quarterNameTypeQuantityRemainingReported stock balance
Q4 2023Sequoia FundSell-5041,007$1,365,533
Q3 2023Hancock Classic ValueBuy2,450,48426,902,560$763,763,678
Q2 2023Hancock Classic ValueBuy971,88424,452,076$664,118,384
Q2 2023Sequoia FundSell-13941,057$1,115,108
Q1 2023Viking Global InvestorsSell-1,223,0143,989,446$101,292,034
Q1 2023Hancock Classic ValueBuy874,42323,480,192$596,162,075
Q1 2023Sequoia FundBuy7,22441,196$1,045,966
Q4 2022Viking Global InvestorsSell-775,0295,212,460$149,597,602
Q4 2022Conifer ManagementSell-400,0007,600,000$218,120,000
Q4 2022Hancock Classic ValueSell-262,74222,605,769$648,785,570
Q3 2022Hancock Classic ValueBuy720,97922,868,511$602,585
Q3 2022Renaissance Technologies LLCBuy143,500450,500$11,871
Q3 2022Sequoia FundBuy2,01833,972$895
Q2 2022Conifer ManagementSell-1,204,3778,000,000$208,560
Q2 2022Renaissance Technologies LLCBuy271,200307,000$8,003
Q2 2022Hancock Classic ValueBuy220,77522,147,532$577,386
Q2 2022Sequoia FundBuy12631,954$833
Q1 2022Conifer ManagementBuy880,6009,204,377$284,507
Q1 2022Hancock Classic ValueSell-156,87621,926,757$677,756
Q1 2022Sequoia FundBuy86931,828$984
Q4 2021Renaissance Technologies LLCSell-1,125,20035,800$1,174
Q4 2021Hancock Classic ValueSell-47,53922,083,633$724,122
Q3 2021Hancock Classic ValueBuy1,726,22322,131,172$655,968
Q3 2021Renaissance Technologies LLCSell-495,2001,161,000$34,412
Q3 2021Sequoia FundBuy50030,959$918
Q2 2021Renaissance Technologies LLCBuy1,385,1001,656,200$50,431
Q2 2021Conifer ManagementSell-676,2238,323,777$253,459
Q2 2021Hancock Classic ValueBuy351,28320,404,949$621,331
Q2 2021Sequoia FundSell-80030,459$927
Q1 2021Viking Global InvestorsBuy2,113,3795,987,489$195,312

Frequently asked questions about EQH activity

  • Which institutional owners are buying EQH?

    Institutional owners buying EQH include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.

  • What does "buy" mean in EQH activity?

    "Buy" means an investor increased their reported position in EQH compared to the prior reporting period. This reflects growing exposure to EQUITABLE HOLDINGS INC (EQH) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).

  • Is institutional interest in EQH increasing?

    Institutional interest in EQH can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.

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