13F Insight
DOSSIER · 13F Holders · Q4 2025

EQUITABLE HLDGS INC

27 institutions still hold EQUITABLE HLDGS INC as of Q4 2025. Tracked across SEC 13F-HR filings, with insider and 13D/G activity surfaced alongside.

CUSIP 29452E105·27 13F holders·last filed Dec 31, 2025
Market cap
—
13F value held
$233M
visible holders
Holders
27
filers reporting
Concentration
85.95%
Conifer Management, L.L.C. #1
top holder share
AI Holders Summary · Q4 2025

27 institutions reported EQUITABLE HLDGS INC in Q4 2025. Conifer Management, L.L.C. leads at 85.9% of the visible book.

Top holders

Sorted by position value. Source: SEC EDGAR 13F-HR filings.

#HolderValueShares% port.Quarter
01
Conifer Management, L.L.C.
CIK 0001773994
$200M4.2M33.16%Q4 202502
HRT FINANCIAL LP
CIK 0001475597
$11M225K0.03%Q4 202503
COMERICA BANK
CIK 0000901541
$5M101K0.02%Q4 202504
Louisiana State Employees Retirement System
CIK 0001537191
$4M79K0.06%Q4 202505
NFC Investments, LLC
CIK 0001512858
$4M75K1.01%Q4 202506
KEMPNER CAPITAL MANAGEMENT INC.
CIK 0000898399
$2M46K2.10%Q4 202507
Ruane, Cunniff & Goldfarb L.P.
CIK 0001720792
$2M41K0.03%Q4 202508
Orion Portfolio Solutions, LLC
CIK 0001802647
$2M32K0.01%Q1 202509
PNC FINANCIAL SERVICES GROUP, INC.
CIK 0000713676
$1M28K0.00%Q4 202510
ASSETMARK, INC
CIK 0001344551
$975K20K0.00%Q4 202511
AIA Group Ltd
CIK 0001522877
$587K12K0.01%Q4 202512
WOLVERINE TRADING, LLC
CIK 0000927337
$355K7K0.00%Q3 202513
AlphaQuest LLC
CIK 0001883897
$337K7K0.02%Q4 202514
Hyperion Capital Advisors LP
CIK 0001794499
$289K6K0.14%Q4 202515
Cornerstone Planning Group LLC
CIK 0001822587
$93K2K0.01%Q4 202516
Owl Creek Wealth Partners LLC
CIK 0002133805
$39K8950.01%Q2 202617
CIBC Private Wealth Group LLC
CIK 0001298088
$32K6820.00%Q4 202518
Hemington Wealth Management
CIK 0001838234
$17K3510.00%Q3 202519
SageView Advisory Group, LLC
CIK 0001914558
$13K2820.00%Q4 202520
TRUST CO OF VERMONT
CIK 0001134008
$6K1270.00%Q4 2025
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