Fund shareholders of Equitable Holdings Inc
ISIN US29452E1010 · United States · LEI 549300FIBAKMNHPZ4009
- Fund shareholders
- 476
- Of which ETFs
- 119 357 other funds
- Value held
- 4.3B $ 467.6M SEK · 579.8K €
- Share of capital
- 41.8 % of 273M shares on Aug 4, 2026
476 funds hold this company. This table lists the 474 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. They are not in the table.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Calvert US Mid-Cap Core Responsible Index ETF Morgan Stanley ETF Trust | 2,163 | 80.3K $ | 0.10 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Avantis U.S. Quality ETF American Century ETF Trust | 2,158 | 86.8K $ | 0.04 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Avanza USA Avanza Fonder AB | 2,135 | 754.8K SEK | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2035 Länsförsäkringar Fondförvaltning AB | 2,129 | 752.6K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2040 Länsförsäkringar Fondförvaltning AB | 2,044 | 722.6K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares Morningstar U.S. Equity ETF iShares Trust | 1,919 | 81K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2030 Länsförsäkringar Fondförvaltning AB | 1,905 | 673.5K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Lannebo Marknad USA Lannebo Kapitalförvaltning AB | 1,800 | 636.3K SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street Total Return V.I.S. Fund STATE STREET VARIABLE INSURANCE SERIES FUNDS INC | 1,800 | 66.8K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Xtrackers Russell US Multifactor ETF DBX ETF Trust | 1,761 | 70.8K $ | 0.03 % | 0.00 % | as of Feb 27, 2026 ↗ |
| Franklin U.S. Core Dividend Tilt Index ETF Franklin Templeton ETF Trust | 1,722 | 63.9K $ | 0.06 % | 0.00 % | as of Mar 31, 2026 ↗ |
| ProShares UltraPro MidCap400 ProShares Trust | 1,714 | 68.9K $ | 0.21 % | 0.00 % | as of Feb 28, 2026 ↗ |
| State Street Balanced Index Fund STATE STREET INSTITUTIONAL INVESTMENT TRUST | 1,713 | 63.6K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AlphaCentric Symmetry Strategy Fund MUTUAL FUND SERIES TRUST | 1,630 | 60.5K $ | 0.12 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Knights of Columbus U.S. ALL CAP INDEX FUND ADVISORS' INNER CIRCLE III | 1,587 | 67K $ | 0.02 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Destinations Small-Mid Cap Equity Fund Brinker Capital Destinations Trust | 1,575 | 63.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| DoubleLine Fortune 500 Equal Weight ETF DoubleLine ETF Trust | 1,566 | 58.1K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| BANKS ULTRASECTOR PROFUND ProFunds | 1,517 | 64K $ | 0.81 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Avantis Total Equity Markets ETF American Century ETF Trust | 1,500 | 60.3K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Länsförsäkringar Sparmål 2045 Länsförsäkringar Fondförvaltning AB | 1,424 | 503.4K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,408 | 52.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Cicero Yield Cicero Fonder AB | 1,400 | 491.9K SEK | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AZL MSCI Global Equity Index Fund Allianz Variable Insurance Products Trust | 1,361 | 50.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| GodFond Sverige & Världen Storebrand Asset Management AS | 1,357 | 479.7K SEK | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Wilshire 5000 Index Fund Wilshire Mutual Funds Inc | 1,351 | 50.1K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| AMT Diversified Equity Fund ADVISER MANAGED TRUST | 1,311 | 55.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| SEB Active 20 SEB Funds AB | 1,303 | 460.6K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 1,278 | 47.4K $ | 0.31 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 1,155 | 48.7K $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| LargeCap Growth Account I Principal Variable Contract Funds, Inc | 1,112 | 41.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 1,018 | 37.8K $ | 0.30 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 1,009 | 37.4K $ | 0.94 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 1,006 | 37.3K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Value ETF iShares Trust | 994 | 40K $ | 0.01 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 979 | 36.3K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 977 | 345.4K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 925 | 34.3K $ | 0.35 % | 0.00 % | as of Mar 31, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 819 | 30.4K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 795 | 29.5K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares MSCI Kokusai ETF iShares Trust | 789 | 33.3K $ | 0.01 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 751 | 27.9K $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| iShares ESG Aware MSCI USA Growth ETF iShares Trust | 734 | 29.5K $ | 0.13 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 695 | 25.8K $ | 0.14 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 664 | 24.6K $ | 0.33 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Nordea Stratega 15 Nordea Funds Ab | 638 | 219.4K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Länsförsäkringar Sparmål 2025 Länsförsäkringar Fondförvaltning AB | 601 | 212.5K SEK | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 588 | 21.8K $ | 0.24 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 543 | 22.9K $ | 0.25 % | 0.00 % | as of Apr 30, 2026 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 532 | 19.7K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 514 | 21.7K $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 514 | 21.7K $ | 0.15 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 502 | 20.2K $ | 0.52 % | 0.00 % | as of Feb 27, 2026 ↗ |
| The ESG Growth Portfolio HC Capital Trust | 472 | 17.5K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) MSCI World StrategicFactors(SM) ETF SPDR INDEX SHARES FUNDS | 471 | 17.5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 432 | 16K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 380 | 16K $ | 0.33 % | 0.00 % | as of Apr 30, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 375 | 13.9K $ | 0.57 % | 0.00 % | as of Mar 31, 2026 ↗ |
| The Catholic SRI Growth Portfolio HC Capital Trust | 295 | 10.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 271 | 10.1K $ | 0.07 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 236 | 8.8K $ | 0.26 % | 0.00 % | as of Mar 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 209 | 7.8K $ | 0.21 % | 0.00 % | as of Mar 31, 2026 ↗ |
| MID-CAP VALUE PROFUND ProFunds | 202 | 8.5K $ | 0.34 % | 0.00 % | as of Apr 30, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 181 | 6.7K $ | 0.00 % | 0.00 % | as of Mar 31, 2026 ↗ |
| State Street(R) SPDR(R) Russell 1000 Momentum Focus ETF SPDR SERIES TRUST | 158 | 5.9K $ | 0.02 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 136 | 5K $ | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Calvert US Large-Cap Diversity, Equity and Inclusion Index ETF Morgan Stanley ETF Trust | 132 | 4.9K $ | 0.03 % | 0.00 % | as of Mar 31, 2026 ↗ |
| Growth Fund VALIC Co I | 30 | 1.2K $ | 0.00 % | 0.00 % | as of Feb 28, 2026 ↗ |
| Pacer MSCI World Industry Advantage ETF Pacer Funds Trust | 7 | 295.4 $ | 0.03 % | 0.00 % | as of Apr 30, 2026 ↗ |
| BANKINTER FINANZAS GLOBALES, FI BANKINTER GESTION DE ACTIVOS, S.A., S.G.I.I.C. | 162.2K € | 1.21 % | as of Dec 31, 2025 ↗ | ||
| DUNAS SELECCIÓN USA ESG CUBIERTO FI DUNAS CAPITAL ASSET MANAGEMENT S.G.I.I.C., S.A. | 151.8K € | 0.04 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 25, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 118K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 50, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 85.8K € | 0.03 % | as of Dec 31, 2025 ↗ | ||
| SABADELL PLANIFICACION, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 31.8K € | 0.02 % | as of Dec 31, 2025 ↗ | ||
| INVERSABADELL 70, FI SABADELL ASSET MANAGEMENT, S.A., S.G.I.I.C. | 30.2K € | 0.05 % | as of Dec 31, 2025 ↗ |
The funds most exposed to it
The weight is the share of a fund's net assets. The holders table ranks funds by number of shares. This one ranks them by the weight of the company in each fund.
| Fund | Weight in fund | |
|---|---|---|
| ICON CONSUMER SELECT SCM Trust | 5.43 % | as of Mar 31, 2026 ↗ |
| ADLER VALUE FUND Ultimus Managers Trust | 4.30 % | as of Feb 28, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.54 % | as of Apr 30, 2026 ↗ |
| Poplar Forest Partners Fund Advisors Series Trust | 3.34 % | as of Mar 31, 2026 ↗ |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 2.44 % | as of Apr 30, 2026 ↗ |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 2.36 % | as of Apr 30, 2026 ↗ |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 2.08 % | as of Mar 31, 2026 ↗ |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 2.01 % | as of Mar 31, 2026 ↗ |
| Poplar Forest Cornerstone Fund Advisors Series Trust | 1.87 % | as of Mar 31, 2026 ↗ |
| Aktiespararna Global Direktavkastning Cicero Fonder AB | 1.75 % | as of Mar 31, 2026 ↗ |
Quarter after quarter
Each row is one quarter of SEC filings, newest first. The change compares each quarter with the one before.
| Quarter | Shareholders | Change | Shares | Change |
|---|---|---|---|---|
| 2026Q2 | 425 | -48 | 112,742,016 | -6.6 % |
| 2026Q1 | 473 | -41 | 120,734,133 | -3.7 % |
| 2025Q4 | 514 | -27 | 125,351,204 | -3.9 % |
| 2025Q3 | 541 | +7 | 130,458,519 | +3.9 % |
| 2025Q2 | 534 | +30 | 125,608,855 | -0.8 % |
| 2025Q1 | 504 | +6 | 126,560,369 | -1.6 % |
| 2024Q4 | 498 | +10 | 128,650,334 | +3.6 % |
| 2024Q3 | 488 | +16 | 124,219,666 | -8.6 % |
| 2024Q2 | 472 | +23 | 135,952,775 | +5.9 % |
| 2024Q1 | 449 | +26 | 128,408,962 | -13.7 % |
| 2023Q4 | 423 | 148,805,174 |
Institutional managers
534 managers declare this company to the SEC (Form 13F). The table shows the 25 largest.
| Manager | Shares | Value | |
|---|---|---|---|
| BlackRock, Inc. | 27,321,760 | 1B $ | as of Mar 31, 2026 |
| CANADA PENSION PLAN INVESTMENT BOARD | 18,218,634 | 676.1M $ | as of Mar 31, 2026 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 17,525,534 | 650.4K $ | as of Mar 31, 2026 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | 14,625,529 | 542.8M $ | as of Mar 31, 2026 |
| VANGUARD CAPITAL MANAGEMENT LLC | 12,632,922 | 468.8M $ | as of Mar 31, 2026 |
| STATE STREET CORP | 11,981,175 | 444.6M $ | as of Mar 31, 2026 |
| Capital International Investors | 10,429,923 | 387.1M $ | as of Mar 31, 2026 |
| WELLINGTON MANAGEMENT GROUP LLP | 8,261,348 | 306.6M $ | as of Mar 31, 2026 |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 7,192,046 | 266.9M $ | as of Mar 31, 2026 |
| GEODE CAPITAL MANAGEMENT, LLC | 5,854,515 | 216.7M $ | as of Mar 31, 2026 |
| THORNBURG INVESTMENT MANAGEMENT INC | 4,994,205 | 185.3M $ | as of Mar 31, 2026 |
| BANK OF MONTREAL /CAN/ | 4,905,475 | 182M $ | as of Mar 31, 2026 |
| PZENA INVESTMENT MANAGEMENT LLC | 4,464,347 | 165.7M $ | as of Mar 31, 2026 |
| Conifer Management, L.L.C. | 4,200,000 | 155.9M $ | as of Mar 31, 2026 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3,991,113 | 148.9M $ | as of Mar 31, 2026 |
| DIMENSIONAL FUND ADVISORS LP | 3,856,717 | 143.1M $ | as of Mar 31, 2026 |
| NORTHERN TRUST CORP | 3,831,882 | 142.2M $ | as of Mar 31, 2026 |
| Invesco Ltd. | 3,525,676 | 130.8M $ | as of Mar 31, 2026 |
| CITADEL ADVISORS LLC | 3,137,357 | 116.4M $ | as of Mar 31, 2026 |
| MORGAN STANLEY | 3,060,459 | 113.6M $ | as of Mar 31, 2026 |
| GOLDMAN SACHS GROUP INC | 2,976,024 | 110.4M $ | as of Mar 31, 2026 |
| NORDEA INVESTMENT MANAGEMENT AB | 2,661,117 | 95.2M $ | as of Mar 31, 2026 |
| MILLENNIUM MANAGEMENT LLC | 2,598,051 | 96.4M $ | as of Mar 31, 2026 |
| Bank of New York Mellon Corp | 2,442,698 | 90.6M $ | as of Mar 31, 2026 |
| Woodline Partners LP | 2,230,326 | 82.8M $ | as of Mar 31, 2026 |
Declared shareholders of Equitable Holdings Inc
There are 3 beneficial ownership filings. These stakes do not add up. An asset manager that files includes its own funds, which already appear among the funds on this page.
| Shareholder | Declared stake | Shares | |
|---|---|---|---|
| Norges Bank | 6.633 % | 18,595,728 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Capital Management | 5.42 % | 15,216,306 | as of Mar 31, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 5.24 % | 14,700,544 | as of Mar 31, 2026 · SCHEDULE 13G |
Funds holding the debt of Equitable Holdings Inc
194 funds declare 306 bond lines of this company. The table shows the 25 largest holdings. The amount is the one the fund files. It is not a share of the debt, because no regulator publishes the amount outstanding in open access.
Cite this page
Titelia. "Fund shareholders of Equitable Holdings Inc". https://titelia.com/en/stocks/equitable-holdings-inc-US29452E1010