OPPENHEIMER ASSET MANAGEMENT INC.
Position in EQH — Equitable Holdings, Inc.
CIK 1269119
NEW YORK, NY
Position in EQH
as of Jun 30, 2026
· filed Aug 3, 2026
Position Value
$7,092,807
+$1,120,844 QoQ
Shares Held
161,641
+0.4% QoQ
Ownership
0.059%
of shares outstanding
% of Portfolio
0.08%
of 13F equity value
Holder Rank
#105
of 483 holders
Holding Since
Mar 2020
25 quarters on record
Voting authority
Sole 0%
Shared 100%
None 0%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026OPPENHEIMER ASSET MANAGEMENT INC. holds $84,854,542 across 14 Asset Management names. EQH ranks #4 (8.4% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | NTRS |
Northern Trust Corp
|
147,956 | $25,720,671 | |
| 2 | BLK |
BlackRock, Inc.
|
15,735 | $15,130,145 | |
| 3 | STT |
State Street Corp
|
58,832 | $9,977,907 | |
| 4 | EQH |
Equitable Holdings, Inc.
This page
|
161,641 | $7,092,807 | |
| 5 | BN |
BROOKFIELD Corp /ON/
|
136,727 | $5,823,202 | |
| 6 | RJF |
Raymond James Financial Inc
|
34,485 | $5,242,753 | |
| 7 | APO |
Apollo Global Management, Inc.
|
31,824 | $3,765,095 | |
| 8 | AMG |
Affiliated Managers Group, Inc.
|
9,216 | $3,118,692 |
All Filings in EQH
Export CSV
25 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $7,092,807 | 161,641 | Shares | Other | 2026-08-03 | |
| 2026-03-31 | $5,971,963 | 160,926 | Shares | Other | 2026-04-24 | |
| 2025-09-30 | $6,421,181 | 126,451 | Shares | Other | 2025-11-06 | |
| 2025-06-30 | $8,327,540 | 148,441 | Shares | Other | 2025-07-31 | |
| 2025-03-31 | $7,723,853 | 148,279 | Shares | Other | 2025-04-23 | |
| 2024-12-31 | $9,625,510 | 204,060 | Shares | Other | 2025-02-05 | |
| 2024-09-30 | $8,838,951 | 210,301 | Shares | Other | 2024-11-05 | |
| 2024-06-30 | $8,772,396 | 214,694 | Shares | Other | 2024-08-08 | |
| 2024-03-31 | $9,199,370 | 242,025 | Shares | Other | 2024-05-07 | |
| 2023-12-31 | $8,591,766 | 258,011 | Shares | Other | 2024-02-13 | |
| 2023-09-30 | $7,570,619 | 266,665 | Shares | Other | 2023-11-08 | |
| 2023-06-30 | $7,533,233 | 277,365 | Shares | Other | 2023-08-03 | |
| 2023-03-31 | $6,338,613 | 249,650 | Shares | Other | 2023-05-10 | |
| 2022-12-31 | $7,180,768 | 250,201 | Shares | Other | 2023-02-07 | |
| 2022-09-30 | $6,731,397 | 255,461 | Shares | Other | 2022-11-14 | |
| 2022-06-30 | $6,797,517 | 260,741 | Shares | Other | 2022-08-08 | |
| 2022-03-31 | $7,999,322 | 258,794 | Shares | Other | 2022-05-12 | |
| 2021-12-31 | $8,638,000 | 263,434 | Shares | Other | 2022-02-02 | |
| 2021-09-30 | $7,963,141 | 268,662 | Shares | Other | 2021-11-12 | |
| 2021-06-30 | $8,391,349 | 275,578 | Shares | Other | 2021-08-03 | |
| 2021-03-31 | $9,100,751 | 278,993 | Shares | Other | 2021-05-17 | |
| 2020-12-31 | $7,184,136 | 280,740 | Shares | Other | 2021-02-11 | |
| 2020-09-30 | $5,566,154 | 305,162 | Shares | Other | 2020-11-13 | |
| 2020-06-30 | $6,088,502 | 315,630 | Shares | Other | 2020-08-11 | |
| 2020-03-31 | $5,292,240 | 366,245 | Shares | Other | 2020-05-08 | |
| No filing history on record for this holder in this stock. | ||||||