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 Form 13F filings. 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
Q1 2026Hancock Classic ValueBuy138,9994,464,347$165,671,917
Q1 2026Sequoia Financial AdvisorsSell-3,4639,393$348,575
Q1 2026Sequoia FundSell-17740,459$1,501,433
Q4 2025Hancock Classic ValueBuy28,3404,325,348$206,102,832
Q4 2025Sequoia Financial AdvisorsBuy7,99412,856$612,600
Q3 2025Conifer ManagementSell-800,0004,200,000$213,276,000
Q3 2025Hancock Classic ValueBuy55,7984,297,008$218,202,066
Q3 2025Sequoia Financial AdvisorsBuy9644,862$246,896
Q3 2025Sequoia FundSell-9240,636$2,063,496
Q2 2025Hancock Classic ValueSell-1,661,1474,241,210$237,931,881
Q2 2025Sequoia Financial AdvisorsBuy3,8983,898$218,653
Q1 2025Viking Global InvestorsBuy2,515,2363,279,559$170,832,228
Q1 2025Hancock Classic ValueSell-2,288,9715,902,357$307,453,777
Q1 2025Sequoia FundSell-10440,728$2,121,522
Q4 2024Hancock Classic ValueSell-8,240,8118,191,328$386,384,942
Q4 2024Viking Global InvestorsSell-2,285,939764,323$36,053,116
Q4 2024Conifer ManagementSell-1,000,0005,000,000$235,850,000
Q4 2024Sequoia FundSell-1240,832$1,926,045
Q3 2024Viking Global InvestorsSell-2,809,2853,050,262$128,202,512
Q3 2024Hancock Classic ValueSell-2,210,54516,432,139$690,642,802
Q3 2024Sequoia FundSell-4540,844$1,716,673
Q2 2024Hancock Classic ValueSell-6,677,94918,642,684$761,740,068
Q2 2024Viking Global InvestorsBuy3,802,3565,859,547$239,421,090
Q2 2024Conifer ManagementSell-854,0006,000,000$245,160,000
Q1 2024Viking Global InvestorsSell-1,932,2552,057,191$78,193,830
Q1 2024Hancock Classic ValueSell-1,247,43025,320,633$962,437,260
Q1 2024Conifer ManagementSell-746,0006,854,000$260,520,540
Q1 2024Renaissance Technologies LLCSell-382,30068,200$2,592
Q1 2024Sequoia FundSell-11840,889$1,554,191
Q4 2023Hancock Classic ValueSell-334,49726,568,063$884,716,498

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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