MASSACHUSETTS FINANCIAL SERVICES CO /MA/

Position in EQH — Equitable Holdings, Inc.

CIK 912938 Boston, MA

Back to EQH Full portfolio

Position in EQH

as of Jun 30, 2026 · filed Aug 3, 2026 Compact

Position Value

$185,812,534

+$37,702,334 QoQ

Shares Held

4,234,561

+6.1% QoQ

Ownership

1.55%

of shares outstanding

% of Portfolio

0.06%

of 13F equity value

Holder Rank

#17

of 479 holders

Holding Since

Mar 2020

26 quarters on record

Voting authority Sole 80% Shared 12% None 8%

Common Shares in EQH Over Time

Shares Held

Position Value (USD)

Position in Asset Management

Financial Services · as of Jun 30, 2026

MASSACHUSETTS FINANCIAL SERVICES CO /MA/ holds $4,764,287,648 across 18 Asset Management names. EQH ranks #7 (3.9% of the industry book) .

#	Ticker	Company	Shares	Value (USD)
1	NTRS	Northern Trust Corp	5,702,539	$991,329,376
2	KKR	KKR & Co. Inc.	10,616,489	$974,381,358
3	BLK	BlackRock, Inc.	954,863	$918,158,064
4	CG	Carlyle Group Inc.	7,739,524	$325,911,353
5	RJF	Raymond James Financial Inc	1,896,135	$288,269,400
6	ARES	Ares Management Corp	2,166,904	$241,198,081
7	EQH	Equitable Holdings, Inc. This page	4,234,561	$185,812,534
8	BN	BROOKFIELD Corp /ON/	4,030,678	$171,666,574

All Filings in EQH

Export CSV

26 filing rows on record

Report Date	Value (USD)	Shares	Change	Type	Discretion	Filed
2026-06-30	$185,812,534	4,234,561	+6.1%	Shares	Defined	2026-08-03
2026-03-31	$148,110,200	3,991,113	-17.2%	Shares	Defined	2026-05-14
2025-12-31	$229,811,563	4,822,908	+4.2%	Shares	Sole	2026-01-22
2025-09-30	$235,074,226	4,629,268	-15.8%	Shares	Sole	2025-10-29
2025-06-30	$308,442,903	5,498,091	+29.6%	Shares	Sole	2025-08-08
2025-03-31	$221,047,558	4,243,570	-1.1%	Shares	Sole	2025-05-02
2024-12-31	$202,422,129	4,291,332	-4.7%	Shares	Sole	2025-02-12
2024-09-30	$189,354,521	4,505,223	-8.9%	Shares	Sole	2024-11-12
2024-06-30	$202,000,316	4,943,718	-48.0%	Shares	Sole	2024-08-09
2024-03-31	$361,236,204	9,503,715	-0.4%	Shares	Sole	2024-05-14
2023-12-31	$317,835,811	9,544,619	-1.7%	Shares	Sole	2024-02-08
2023-09-30	$275,765,126	9,713,460	+0.2%	Shares	Sole	2023-11-08
2023-06-30	$263,382,413	9,697,438	+1.6%	Shares	Sole	2023-08-09
2023-03-31	$242,335,132	9,544,511	+2.0%	Shares	Sole	2023-05-10
2022-12-31	$268,612,078	9,359,306	+0.9%	Shares	Sole	2023-02-13
2022-09-30	$244,436,933	9,276,544	+5.5%	Shares	Sole	2022-11-09
2022-06-30	$229,285,411	8,794,991	+17.8%	Shares	Sole	2022-08-09
2022-03-31	$230,797,734	7,466,766	+8.4%	Shares	Sole	2022-05-11
2021-12-31	$225,959,231	6,891,102	+1.6%	Shares	Sole	2022-02-10
2021-09-30	$201,080,069	6,784,078	+3.6%	Shares	Sole	2021-11-10
2021-06-30	$199,331,421	6,546,188	-4.3%	Shares	Sole	2021-08-13
2021-03-31	$223,045,149	6,837,681	-4.7%	Shares	Sole	2021-05-13
2020-12-31	$183,596,398	7,174,537	+2.3%	Shares	Sole	2021-05-12
2020-09-30	$127,939,754	7,014,241	+16.2%	Shares	Sole	2020-11-12
2020-06-30	$116,447,477	6,036,676	+62.4%	Shares	Sole	2020-11-20
2020-03-31	$53,698,972	3,716,192	—	Shares	Sole	2020-11-20
No filing history on record for this holder in this stock.