Equitable Holdings, Inc.
All 13F Filings
- Location
- New York, NY
- Most recent 13F
- Q4 2025
- Holdings value ($000)
- 14,627,056
- Description
- New York New York based planning integrated investment advisor with a corporation based operating model and a research first and risk aware investment mandate. The approach emphasizes model based security selection, planning integrated mandate design, and valuation discipline and downside awareness for fiduciary household mandates. Mandate delivery is supported by disciplined controls, selective risk taking, and consistent review practices through portfolio resilience planning and mandate calibration.
- Website
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- Founded
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- Chairman
- —
- CEO
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- All SEC filings
- View on sec.gov
Sector allocation over time (stocks only)
Stacked by quarter. Hover to see detailed sector breakdown for any quarter.
| Quarter | Date Filed | Holdings | Value ($000) | Form Type | Name |
|---|---|---|---|---|---|
| Q4 2025 | 2/17/2026 | 1,576 | 14,627,056 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2025 | 11/14/2025 | 1,527 | 13,598,576 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2025 | 8/15/2025 | 1,454 | 12,131,779 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2025 | 5/13/2025 | 1,337 | 10,534,505 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2024 | 2/12/2025 | 1,263 | 10,508,404 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2024 | 11/14/2024 | 1,256 | 10,331,264 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2024 | 8/14/2024 | 1,210 | 9,505,688 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2024 | 5/14/2024 | 1,161 | 8,879,092 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2023 | 2/13/2024 | 1,131 | 8,106,873 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2023 | 11/14/2023 | 1,067 | 6,971,788 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2023 | 8/15/2023 | 1,039 | 6,957,992 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2023 | 5/15/2023 | 975 | 6,254,616 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2022 | 2/14/2023 | 897 | 5,746,414 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2022 | 11/14/2022 | 865 | 5,117,864 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2022 | 8/15/2022 | 853 | 5,240,394 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2022 | 5/13/2022 | 868 | 6,111,208 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2021 | 2/11/2022 | 852 | 6,349,539 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2021 | 11/12/2021 | 829 | 5,859,730 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2021 | 8/11/2021 | 812 | 5,804,213 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2021 | 5/14/2021 | 745 | 4,729,819 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2020 | 2/9/2021 | 678 | 4,392,014 | 13F-HR | Equitable Holdings, Inc. |
| Q3 2020 | 11/13/2020 | 622 | 3,875,763 | 13F-HR | Equitable Holdings, Inc. |
| Q2 2020 | 8/13/2020 | 622 | 3,474,326 | 13F-HR | Equitable Holdings, Inc. |
| Q1 2020 | 5/15/2020 | 578 | 2,784,218 | 13F-HR | Equitable Holdings, Inc. |
| Q4 2019 | 5/28/2020 | 583 | 3,422,437 | 13F-HR/A - RESTATEMENT | Equitable Holdings, Inc. |
| Q4 2019 | 2/18/2020 | 583 | 19,181,018 | 13F-HR | Equitable Holdings, Inc. |
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Money flow by instrument (QoQ, ex-options)
| Type | Value ($000) | Share % | Inflow | Outflow | Net |
|---|---|---|---|---|---|
| Stocks | 10.15 M | 69.5% | 841.4 K | 0 | 841.4 K |
| ETFs | 4.362 M | 29.8% | 185.7 K | 0 | 185.7 K |
| Debt | 44.47 K | 0.3% | 0 | 867 | -867 |
| Other | 58.06 K | 0.4% | 5.247 K | 0 | 5.247 K |
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Fund Snapshot
Q4 2025
Latest filed
2/17/2026
Total value ($000)
14,627,056
Holdings
1576
QoQ value change ($000)
1,028,480
(7.6%)
Value = total reported 13F value ($000), Holdings = number of positions.
13F Value over time
Holdings count over time
Sector allocation (latest, stocks only)
Methodology:
sector allocation is stocks-only;
instrument flow table is ex-options;
options exposure is shown separately.
Details.