EQH

Equitable Holdings Inc

Latest period2024 - Q4Total superinvestors46

Top 10 Superinvestors by Shares Owned

This chart shows the top 10 superinvestors based on the number of shares they owned in 2024-Q3 and 2024-Q4. According to the most recent SEC 13F filing, 46 superinvestors own shares of Equitable Holdings Inc (EQH), although recent data may remain incomplete due to pending filings.

Quarter-over-Quarter Change (%)

This chart highlights the quarter-over-quarter change (%) in the number of superinvestors holding Equitable Holdings Inc (EQH), the total shares they held, and the total reported dollar value. It gives a clear view of whether there is ongoing momentum. The dotted lines at the top and bottom adjust longer bars to keep smaller data points visible for better comparison.

Superinvestors' Activity (%) Over the Last 4 Quarters

This chart shows superinvestors' activity with Equitable Holdings Inc (EQH) over the last four quarters, highlighting the percentage of investors who added, increased, decreased, held, or exited their positions, revealing shifts in sentiment over time.

Superinvestors' Past Actions

This chart displays superinvestors' past actions with Equitable Holdings Inc (EQH) over the last 10 years (40 quarters), helping to visualize the collective momentum and investment trends over time.

Superinvestors ownership

CurrentNew PositionIncreasedDecreasedExited
SuperinvestorPortfolio %Reported Value
Robert D. Benson, Jr.@Benson Investment Management Company, Inc.
Recent Activity
Decreased -0.97%
2.54%
$6.096M
129,225 shares@ 47.17 avg price
Dr. Dr. Heimo Ploessnig@Assenagon Asset Management S.a.
Recent Activity
Decreased -37.86%
0.01%
$4.788M
101,502 shares@ 47.17 avg price
Forbes Watson@Legacy Wealth Management, Llc Ms
Recent Activity
Decreased -0.64%
0.77%
$1.915M
40,605 shares@ 47.18 avg price
Mike Muhizi@Sg Americas Securities, Llc
Recent Activity
Decreased -28.46%
0.01%
$928,000
19,680 shares@ 47.16 avg price
Jim Coppedge@Crossmark Global Holdings, Inc.
Recent Activity
Decreased -1.32%
0.02%
$904,000
19,176 shares@ 47.15 avg price
Lisa Rolon@Fifth Third Wealth Advisors Llc
Recent Activity
Decreased -1.32%
0.03%
$450,190
9,544 shares@ 47.17 avg price
Aryn Sands@Fiduciary Financial Group, Llc
Recent Activity
Decreased -5.13%
0.1%
$439,547
9,142 shares@ 48.08 avg price
Tammi Ellis@Mutual Advisors, Llc
Recent Activity
Decreased -0.29%
0.01%
$311,707
6,048 shares@ 51.54 avg price
Lauren Black@Phillips Wealth Planners Llc
Recent Activity
Decreased -1.43%
0.23%
$220,831
4,593 shares@ 48.08 avg price
Erkko Etula@Brooklyn Investment Group
Recent Activity
Decreased -3.99%
0.04%
$133,727
2,835 shares@ 47.18 avg price