13F-HR: Equitable Holdings Discloses $10.3 Billion in Holdings in Latest 13F Filing

Equitable Holdings, Inc. has reported managing over $10.3 billion in assets across 1,362 holdings as of September 30, 2024, according to its latest 13F filing.

Summary

• Equitable Holdings, Inc. has filed its Form 13F for the quarter ended September 30, 2024, disclosing its holdings.
• The total value of the reported holdings is $10,331,264,401.
• The filing includes 1,362 individual holdings.
• Three other investment managers are included in this report: Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC, and Equitable Investment Management, LLC.

Sentiment

Score: 7

Explanation: The document is a routine regulatory filing, so the sentiment is neutral. However, the large portfolio size and diverse holdings suggest a stable and well-managed investment strategy.

Management Comments

• Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company, signed the report on behalf of the reporting manager.
• Media inquiries should be directed to Erik Bass at 212-314-2476.

Industry Context

This 13F filing provides transparency into the investment positions of a major financial institution, which is a standard practice in the investment management industry. It allows investors and market participants to understand the holdings and strategies of Equitable Holdings and its related entities.

Comparison to Industry Standards

• The filing is consistent with the requirements of Form 13F, which mandates institutional investment managers to disclose their equity holdings quarterly.
• The size of the portfolio, at over $10.3 billion, places Equitable Holdings among the larger institutional investors.
• The diverse range of holdings, including various sectors and asset classes, is typical of a large, diversified investment manager.
• Comparable companies that also file 13Fs include large asset managers like BlackRock, Vanguard, and State Street, which manage similar or larger portfolios.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Equitable Holdings.
• The filing provides transparency to the market regarding the company's holdings.

Key Dates

Keywords

13F, Equitable Holdings, institutional investment, portfolio, holdings, asset management