Position in EQH
as of Jun 30, 2026
· filed Aug 14, 2026
Position Value
$385,485,182
+$78,906,562 QoQ
Shares Held
8,784,986
+6.3% QoQ
Ownership
3.22%
of shares outstanding
% of Portfolio
0.07%
of 13F equity value
Holder Rank
#9
of 479 holders
Holding Since
Mar 2020
26 quarters on record
Voting authority
Sole 0%
Shared 96%
None 4%
Common Shares in EQH Over Time
Shares Held
Position Value (USD)
Position in Asset Management
Financial Services · as of Jun 30, 2026WELLINGTON MANAGEMENT GROUP LLP holds $10,570,199,653 across 26 Asset Management names. EQH ranks #6 (3.6% of the industry book) .
| # | Ticker | Company | Shares | Value (USD) | Open |
|---|---|---|---|---|---|
| 1 | BLK |
BlackRock, Inc.
|
4,495,074 | $4,322,283,352 | |
| 2 | RJF |
Raymond James Financial Inc
|
9,446,121 | $1,436,093,773 | |
| 3 | KKR |
KKR & Co. Inc.
|
14,569,959 | $1,337,230,835 | |
| 4 | ARES |
Ares Management Corp
|
9,526,077 | $1,060,347,627 | |
| 5 | TPG |
TPG Inc.
|
11,019,487 | $446,840,197 | |
| 6 | EQH |
Equitable Holdings, Inc.
This page
|
8,784,986 | $385,485,182 | |
| 7 | HASI |
HA Sustainable Infrastructure Capital, Inc.
|
9,778,291 | $381,842,260 | |
| 8 | STT |
State Street Corp
|
1,766,901 | $299,666,407 |
All Filings in EQH
Export CSV
26 filing rows on record
| Report Date | Value (USD) | Shares | Type | Discretion | Filed | |
|---|---|---|---|---|---|---|
| 2026-06-30 | $385,485,182 | 8,784,986 | Shares | Defined | 2026-08-14 | |
| 2026-03-31 | $306,578,620 | 8,261,348 | Shares | Defined | 2026-05-15 | |
| 2025-12-31 | $395,716,235 | 8,304,643 | Shares | Defined | 2026-02-17 | |
| 2025-09-30 | $628,938,886 | 12,385,563 | Shares | Defined | 2025-11-14 | |
| 2025-06-30 | $719,742,632 | 12,829,637 | Shares | Defined | 2025-08-14 | |
| 2025-03-31 | $566,661,893 | 10,878,516 | Shares | Defined | 2025-05-13 | |
| 2024-12-31 | $415,898,828 | 8,817,020 | Shares | Defined | 2025-02-12 | |
| 2024-09-30 | $231,735,385 | 5,513,571 | Shares | Defined | 2024-11-14 | |
| 2024-06-30 | $218,690,684 | 5,352,195 | Shares | Defined | 2024-08-14 | |
| 2024-03-31 | $280,530,370 | 7,380,436 | Shares | Defined | 2024-05-15 | |
| 2023-12-31 | $374,324,665 | 11,240,981 | Shares | Defined | 2024-02-12 | |
| 2023-09-30 | $488,963,494 | 17,223,089 | Shares | Defined | 2023-11-14 | |
| 2023-06-30 | $564,172,568 | 20,772,186 | Shares | Defined | 2023-08-14 | |
| 2023-03-31 | $434,964,920 | 17,131,348 | Shares | Defined | 2023-05-12 | |
| 2022-12-31 | $545,622,439 | 19,011,235 | Shares | Defined | 2023-02-13 | |
| 2022-09-30 | $552,112,283 | 20,953,028 | Shares | Defined | 2022-11-14 | |
| 2022-06-30 | $353,517,382 | 13,560,314 | Shares | Defined | 2022-08-15 | |
| 2022-03-31 | $414,428,943 | 13,407,601 | Shares | Defined | 2022-05-16 | |
| 2021-12-31 | $480,794,584 | 14,662,842 | Shares | Defined | 2022-02-11 | |
| 2021-09-30 | $479,223,665 | 16,168,140 | Shares | Defined | 2021-11-15 | |
| 2021-06-30 | $480,561,958 | 15,782,002 | Shares | Defined | 2021-08-16 | |
| 2021-03-31 | $438,643,386 | 13,447,069 | Shares | Defined | 2021-05-17 | |
| 2020-12-31 | $397,884,601 | 15,548,441 | Shares | Defined | 2021-02-12 | |
| 2020-09-30 | $306,474,660 | 16,802,339 | Shares | Defined | 2020-11-16 | |
| 2020-06-30 | $335,402,885 | 17,387,397 | Shares | Defined | 2020-08-14 | |
| 2020-03-31 | $288,105,556 | 19,938,101 | Shares | Defined | 2020-05-14 | |
| No filing history on record for this holder in this stock. | ||||||