MORGAN STANLEY

Position in EQH — Equitable Holdings, Inc.

CIK 895421 NEW YORK, NY

Back to EQH Full portfolio

Position in EQH

as of Jun 30, 2026 · filed Aug 13, 2026 Compact

Position Value

$146,879,034

+$33,305,407 QoQ

Shares Held

3,347,289

+9.4% QoQ

Ownership

1.23%

of shares outstanding

% of Portfolio

0.01%

of 13F equity value

Holder Rank

#21

of 482 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 43% Shared 0% None 57%

Common Shares in EQH Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MORGAN STANLEY holds $26,926,321,690 across 473 Asset Management names. EQH ranks #31 (0.5% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	BX	Blackstone Inc.	34,842,332	$4,099,897,196
2	BLK	BlackRock, Inc.	3,487,404	$3,353,348,182
3	APO	Apollo Global Management, Inc.	8,937,664	$1,057,415,020
4	KKR	KKR & Co. Inc.	9,004,913	$826,470,907
5	STT	State Street Corp	4,731,988	$802,545,157
6	AMP	Ameriprise Financial Inc	1,743,842	$800,004,946
7	BN	BROOKFIELD Corp /ON/	13,738,306	$585,114,445
8	AMG	Affiliated Managers Group, Inc.	1,487,219	$503,274,901

All Filings in EQH

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26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$146,879,034	3,347,289	+9.4%	Shares	Defined	2026-08-13
2026-03-31	$113,573,627	3,060,459	-5.8%	Shares	Defined	2026-05-15
2025-12-31	$154,876,743	3,250,299	-19.1%	Shares	Defined	2026-05-27
2025-09-30	$203,933,133	4,016,013	-4.5%	Shares	Defined	2026-05-27
2025-06-30	$235,824,817	4,203,651	+13.7%	Shares	Defined	2025-08-15
2025-03-31	$192,640,744	3,698,229	-2.0%	Shares	Defined	2025-05-15
2024-12-31	$177,983,207	3,773,229	-0.7%	Shares	Defined	2025-05-15
2024-09-30	$159,719,837	3,800,139	+26.9%	Shares	Defined	2025-05-14
2024-06-30	$122,351,913	2,994,418	+1.2%	Shares	Defined	2025-05-14
2024-03-31	$112,477,248	2,959,149	-3.4%	Shares	Defined	2024-10-17
2023-12-31	$102,022,705	3,063,745	+6.7%	Shares	Defined	2024-08-16
2023-09-30	$81,506,407	2,870,955	-4.5%	Shares	Defined	2023-11-15
2023-06-30	$81,683,749	3,007,502	+3.5%	Shares	Defined	2023-08-14
2023-03-31	$73,812,050	2,907,131	-5.8%	Shares	Defined	2023-05-15
2022-12-31	$88,588,542	3,086,709	-1.1%	Shares	Defined	2023-02-14
2022-09-30	$82,233,075	3,120,800	-6.7%	Shares	Defined	2022-11-14
2022-06-30	$87,184,017	3,344,228	+68.0%	Shares	Defined	2022-10-27
2022-03-31	$61,546,381	1,991,148	+29.5%	Shares	Defined	2022-10-27
2021-12-31	$50,426,360	1,537,858	-4.4%	Shares	Defined	2022-02-14
2021-09-30	$47,685,390	1,608,819	-32.5%	Shares	Defined	2021-11-15
2021-06-30	$72,585,151	2,383,749	+56.7%	Shares	Defined	2021-08-23
2021-03-31	$49,624,116	1,521,279	+34.6%	Shares	Defined	2021-05-17
2020-12-31	$28,923,760	1,130,276	+129.2%	Shares	Defined	2021-02-16
2020-09-30	$8,993,375	493,058	+7.9%	Shares	Defined	2020-11-13
2020-06-30	$8,814,736	456,959	-15.3%	Shares	Defined	2020-08-14
2020-03-31	$7,794,904	539,440	—	Shares	Defined	2020-05-26
No filing history on record for this holder in this stock.