Fund shareholders of Equitable Holdings Inc
ISIN US29452E1010 · United States · LEI 549300FIBAKMNHPZ4009
- Fund shareholders
- 447
- Of which ETFs
- 98 349 other funds
- Value held
- ≈ 5.2B $ 5.1B $ · 467.6M SEK · 579.8K €
- Share of capital
- 42.6 % of 273M shares on Aug 4, 2026
447 funds hold this company. This table lists the 445 that declare it in a regulatory filing. The other 2 publish their holdings in their own reports. The “Fund reports” tab lists them, with their weight.
| Fund | Shares | Value | Weight in fund | Share of capital | |
|---|---|---|---|---|---|
| Transamerica Morgan Stanley Global Allocation VP TRANSAMERICA SERIES TRUST | 1,254 | 55K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| T. Rowe Price Financials ETF T. Rowe Price Exchange-Traded Funds, Inc. | 1,181 | 51.8K $ | 0.38 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP GROWTH ProFunds | 1,082 | 47.5K $ | 0.31 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PGIM Quant Solutions Mid-Cap Index Fund Prudential Investment Portfolios 2 | 1,020 | 48.6K $ | 0.36 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Northern Trust US Equity ETF Northern Funds | 979 | 43K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Länsförsäkringar Sparmål 2065 Länsförsäkringar Fondförvaltning AB | 977 | 345.4K SEK | 0.01 % | 0.00 % | as of Mar 31, 2026 ↗ |
| PROFUND VP BANKS ProFunds | 965 | 42.3K $ | 0.95 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Series Funds | 936 | 41.1K $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY INSTITUTIONAL FUND TRUST | 912 | 40K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| PROFUND VP MIDCAP VALUE ProFunds | 844 | 37K $ | 0.37 % | 0.00 % | as of Jun 30, 2026 ↗ |
| iShares ESG Aware MSCI USA Growth ETF iShares Trust | 822 | 34K $ | 0.12 % | 0.00 % | as of May 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Series Funds | 790 | 34.7K $ | 0.23 % | 0.00 % | as of Jun 30, 2026 ↗ |
| LVIP JPMorgan Select Mid Cap Value Managed Volatility Fund LINCOLN VARIABLE INSURANCE PRODUCTS TRUST | 760 | 33.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Financial Services Fund Rydex Variable Trust | 747 | 32.8K $ | 0.35 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Lazard Retirement Global Dynamic Multi-Asset Portfolio LAZARD RETIREMENT SERIES INC | 695 | 30.5K $ | 0.16 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Flex Mid Cap Focused Index Fund Fidelity Salem Street Trust | 693 | 33K $ | 0.17 % | 0.00 % | as of Jul 31, 2026 ↗ |
| PROFUND VP ULTRAMID CAP ProFunds | 686 | 30.1K $ | 0.25 % | 0.00 % | as of Jun 30, 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 ↗ |
| THRIVENT ESG INDEX PORTFOLIO Thrivent Series Fund, Inc. | 532 | 23.3K $ | 0.03 % | 0.00 % | as of Jun 30, 2026 ↗ |
| E*TRADE No Fee Total Market Index Fund E Trade Trust | 514 | 24.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Yield Enhanced Equity ETF Fidelity Greenwood Street Trust | 436 | 20.8K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| New Covenant Growth Fund NEW COVENANT FUNDS | 432 | 19K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Enhanced Mid Cap Growth ETF Fidelity Covington Trust | 421 | 18.5K $ | 0.28 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Xtrackers S&P MidCap 400 Scored & Screened ETF DBX ETF Trust | 382 | 15.8K $ | 0.47 % | 0.00 % | as of May 29, 2026 ↗ |
| Hotchkis & Wiley SMID Cap Diversified Value Fund HOTCHKIS & WILEY FUNDS/DE/ | 375 | 16.5K $ | 0.60 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP GROWTH PROFUND ProFunds | 374 | 17.8K $ | 0.35 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Fidelity Series Sustainable U.S. Market Fund Fidelity Summer Street Trust | 367 | 17.5K $ | 0.02 % | 0.00 % | as of Jul 31, 2026 ↗ |
| VIP Hedged Equity Portfolio Variable Insurance Products Fund VI | 344 | 15.1K $ | 0.09 % | 0.00 % | as of Jun 30, 2026 ↗ |
| MID-CAP PROFUND ProFunds | 255 | 12.2K $ | 0.13 % | 0.00 % | as of Jul 31, 2026 ↗ |
| Mid-Cap 1.5x Strategy Fund Rydex Variable Trust | 235 | 10.3K $ | 0.25 % | 0.00 % | as of Jun 30, 2026 ↗ |
| VANGUARD TAX-MANAGED CAPITAL APPRECIATION FUND VANGUARD TAX-MANAGED FUNDS | 222 | 9.7K $ | 0.00 % | as of Jun 30, 2026 ↗ | |
| MID-CAP VALUE PROFUND ProFunds | 209 | 10K $ | 0.37 % | 0.00 % | as of Jul 31, 2026 ↗ |
| RiverNorth Patriot ETF Elevation Series Trust | 209 | 9.2K $ | 0.23 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Sector Rotation Fund Meeder Funds | 122 | 5.4K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Global Strategist Portfolio MORGAN STANLEY VARIABLE INSURANCE FUND INC. | 120 | 5.3K $ | 0.01 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Fidelity Dynamic Buffered Equity ETF Fidelity Greenwood Street Trust | 47 | 2.2K $ | 0.01 % | 0.00 % | as of Jul 31, 2026 ↗ |
| State Street(R) SPDR(R) S&P(R) 1500 Momentum Tilt ETF SPDR SERIES TRUST | 32 | 1.4K $ | 0.00 % | 0.00 % | as of Jun 30, 2026 ↗ |
| Growth Fund VALIC Co I | 30 | 1.2K $ | 0.00 % | 0.00 % | as of May 31, 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 ↗ |
Funds that publish their own holdings
| Fund | Weight in fund | |
|---|---|---|
| Amundi Dynamique Climat Amundi Asset Management | 0.17 % | as of Sep 30, 2025 ↗ |
| Pictet - Quest AI-Driven Global Equities Pictet Asset Management (Europe) S.A. | 0.12 % | as of Sep 30, 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 | 5.63 % | as of Jun 30, 2026 ↗ |
| ADLER VALUE FUND Ultimus Managers Trust | 4.60 % | as of May 31, 2026 ↗ |
| Leadershares Alphafactor Tactical Focused ETF Two Roads Shared Trust | 3.52 % | as of Jul 31, 2026 ↗ |
| Dunham Monthly Distribution Fund Dunham Funds | 3.52 % | as of Jul 31, 2026 ↗ |
| Poplar Forest Partners Fund Advisors Series Trust | 3.48 % | as of Jun 30, 2026 ↗ |
| TCW Relative Value Large Cap Fund TCW FUNDS INC | 2.85 % | as of Jul 31, 2026 ↗ |
| NYLIM Merger Arbitrage ETF NYLIM ETF Trust | 2.77 % | as of Jul 31, 2026 ↗ |
| TCW Relative Value Mid Cap Fund TCW FUNDS INC | 2.63 % | as of Jul 31, 2026 ↗ |
| DIAMOND HILL SELECT FUND Diamond Hill Funds | 2.49 % | as of Jun 30, 2026 ↗ |
| DIAMOND HILL LARGE CAP FUND Diamond Hill Funds | 2.23 % | as of Jun 30, 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 |
|---|---|---|---|---|
| 2026Q3 | 396 | -29 | 114,980,674 | +2.0 % |
| 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 | |
|---|---|---|---|
| T. Rowe Price Associates, Inc. | 6.70 % | 18,270,539 | as of Jun 30, 2026 · SCHEDULE 13G |
| Vanguard Portfolio Management | 4.94 % | 13,495,380 | as of Jun 30, 2026 · SCHEDULE 13G |
| Canada Pension Plan Investment Board | 3.30 % | 9,106,103 | as of Jun 30, 2026 · SCHEDULE 13G |
Funds holding the debt of Equitable Holdings Inc
196 funds declare 309 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