Position in EQH
as of Jun 30, 2026
· filed Aug 13, 2026
Position Value
$41,675,468
+$5,673,684 QoQ
Shares Held
949,760
-2.1% QoQ
Ownership
0.348%
of shares outstanding
% of Portfolio
0.18%
of 13F equity value
Holder Rank
#45
of 482 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 100%
Shared 0%
None 0%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026CI INVESTMENTS INC. holds $377,463,915 across 19 Asset Management names. EQH ranks #3 (11.0% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | KKR |
KKR & Co. Inc.
|
1,400,962 | $128,580,292 | |
| 2 | BN |
BROOKFIELD Corp /ON/
|
2,795,175 | $119,046,503 | |
| 3 | EQH |
Equitable Holdings, Inc.
This page
|
949,760 | $41,675,468 | |
| 4 | BLK |
BlackRock, Inc.
|
32,488 | $31,239,161 | |
| 5 | BAM |
Brookfield Asset Management Ltd.
|
410,315 | $18,402,627 | |
| 6 | BX |
Blackstone Inc.
|
142,258 | $16,739,498 | |
| 7 | PFG |
Principal Financial Group Inc
|
66,513 | $7,168,771 | |
| 8 | APO |
Apollo Global Management, Inc.
|
45,758 | $5,413,628 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $41,675,468 | 949,760 | Shares | Sole | 2026-08-13 | |
| 2026-03-31 | $36,001,784 | 970,137 | Shares | Sole | 2026-05-13 | |
| 2025-12-31 | $47,379,967 | 994,333 | Shares | Sole | 2026-02-12 | |
| 2025-09-30 | $56,916,001 | 1,120,835 | Shares | Sole | 2025-11-12 | |
| 2025-06-30 | $65,958,453 | 1,175,730 | Shares | Sole | 2025-08-12 | |
| 2025-03-31 | $61,981,370 | 1,189,890 | Shares | Sole | 2025-05-13 | |
| 2024-12-31 | $55,411,919 | 1,174,728 | Shares | Sole | 2025-02-12 | |
| 2024-09-30 | $51,648,103 | 1,228,839 | Shares | Sole | 2024-11-12 | |
| 2024-06-30 | $51,455,161 | 1,259,304 | Shares | Sole | 2024-08-12 | |
| 2024-03-31 | $51,604,048 | 1,357,644 | Shares | Sole | 2024-05-13 | |
| 2023-12-31 | $48,254,630 | 1,449,088 | Shares | Sole | 2024-02-12 | |
| 2023-09-30 | $42,936,383 | 1,512,377 | Shares | Sole | 2023-11-13 | |
| 2023-06-30 | $43,341,547 | 1,595,786 | Shares | Sole | 2023-08-11 | |
| 2023-03-31 | $122,544,555 | 4,826,489 | Shares | Sole | 2023-05-12 | |
| 2022-12-31 | $164,410,905 | 5,728,603 | Shares | Sole | 2023-02-10 | |
| 2022-09-30 | $131,760,381 | 5,000,394 | Shares | Sole | 2022-11-14 | |
| 2022-06-30 | $145,832,946 | 5,593,899 | Shares | Sole | 2022-08-12 | |
| 2022-03-31 | $177,544,443 | 5,743,916 | Shares | Sole | 2022-05-12 | |
| 2021-12-31 | $172,893,570 | 5,272,753 | Shares | Sole | 2022-02-11 | |
| 2021-09-30 | $165,552,352 | 5,585,437 | Shares | Sole | 2021-11-12 | |
| 2021-06-30 | $113,453,167 | 3,725,884 | Shares | Sole | 2021-08-13 | |
| 2021-03-31 | $90,910,178 | 2,786,946 | Shares | Sole | 2021-05-13 | |
| 2020-12-31 | $82,151,193 | 3,210,285 | Shares | Sole | 2021-02-09 | |
| 2020-09-30 | $53,123,106 | 2,912,451 | Shares | Sole | 2020-11-09 | |
| 2020-06-30 | $50,666,998 | 2,626,594 | Shares | Sole | 2020-08-07 | |
| 2020-03-31 | $33,141,103 | 2,293,502 | Shares | Sole | 2020-08-07 | |
| No filing history on record for this holder in this stock. | ||||||