2 tracked superinvestors hold EQUITABLE HLDGS INC (EQH), worth $440M combined, led by Andreas Halvorsen. Smart money is accumulating EQH as of the latest 13F filings.
Current price
$52.96
+0.6%
1Y
Equitable Holdings, Inc. operates as a global, diversified financial services enterprise, delivering its offerings through four primary divisions. The Individual Retirement segment focuses on providing variable annuity products predominantly to high-net-worth individuals. Its Group Retirement segment supplies tax-advantaged investment and retirement plans to a variety of organizations, including…
Market cap
$11.9B
P/E
-8.73
Div yield
—
Revenue YoY
—
Analyst target
$62
Snapshot for context. For deep analysis use a stock screener — this page is about who owns it.
Superinvestors holding
2
tracked 13F / N-PORT funds
Combined value
$440M
disclosed long exposure
Tier-1 conviction
1
concentrated holders
Net this quarter
+2
2 buying · 0 selling
Smart money is net accumulating EQH: 2 funds added or opened versus 0 trimming. 2 opened a brand-new position.
EQUITABLE HLDGS INC (EQH) is held by 2 tracked funds worth $440M combined, 1 of them concentrated Tier-1 managers whose positions carry real conviction.
The largest position belongs to Andreas Halvorsen at 0.7% of their book — no single tracked manager treats it as an outsized, top-weighted bet.
This quarter 2 funds opened a brand-new position (Andreas Halvorsen, Bill Nygren), with 0 adding and 0 trimming — a net accumulation signal.
| Investor | Move | % of their portfolio | Position value |
|---|---|---|---|
| New buy | 0.7% | $237M | |
| New buy | 0.9% | $203M |
Tier badge = signal quality: 1 concentrated conviction · 2 quant/multi (context) · 3 retail & diversified. Only Tier 1 holdings feed the consensus signal.
Which superinvestors own EQH?
2 tracked funds hold EQUITABLE HLDGS INC (EQH), the largest being Andreas Halvorsen (Viking Global Investors) at 0.7% of its 13F portfolio. 1 of them are concentrated Tier-1 conviction managers.
Is smart money buying or selling EQH?
In the most recent 13F quarter, 2 tracked funds added or opened EQH and 0 trimmed it, including 2 brand-new positions.
How much EQH do tracked funds hold?
Combined disclosed long exposure to EQH across tracked superinvestors is $440M as of the Jun 2026 filings.
One email when a tracked manager opens, adds to or files to sell a position — from Form 4, 13D and Form 144, not the 45-day-old 13F.
Holdings aggregated from the latest SEC 13F & N-PORT filings via FMP · Jun 2026 quarter. Long equity positions only, reported with up to a 45-day delay — for activity between filings see real-time moves. Not financial advice.