13F-HR: Equitable Holdings, Inc. Discloses Q2 2024 13F Holdings, Revealing Multi-Billion Dollar Investment Portfolio

Equitable Holdings, Inc.'s latest 13F filing reveals a diverse investment portfolio valued at over $9.5 billion as of June 30, 2024.

Summary

• Equitable Holdings, Inc. filed its Form 13F for the quarter ended June 30, 2024.
• The filing discloses the company's holdings as an institutional investment manager.
• The total value of the reported holdings amounts to $9,505,688,083.
• The filing includes holdings from Equitable Holdings, Inc. and three other included managers.
• The other included managers are Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC and Equitable Investment Management, LLC.
• The report lists 1,315 entries in the Form 13F Information Table.

Sentiment

Score: 7

Explanation: The document is a standard 13F filing, providing factual information about the company's holdings. The sentiment is neutral as it primarily reports data without expressing opinions or forward-looking statements.

Industry Context

13F filings provide transparency into the holdings of major institutional investors, influencing market sentiment and investment strategies.

Comparison to Industry Standards

• The portfolio includes a mix of individual stocks and ETFs, similar to other large institutional investors.
• The investment in various ETFs from providers like iShares, Vanguard, and SPDR is a common strategy for diversification.
• The size and composition of the portfolio can be compared to those of peers like BlackRock, State Street, and Fidelity to assess relative investment strategies.

Stakeholder Impact

• Shareholders can use this information to understand the investment strategy of Equitable Holdings, Inc.
• The disclosed holdings may influence the stock prices of the listed companies.

Key Dates