13F-HR: Equitable Holdings Q1 2026 13F Institutional Holdings

Equitable Holdings, Inc. discloses a $15.5 billion institutional investment portfolio as of March 31, 2026.

Summary

• Equitable Holdings, Inc. filed its Form 13F report for the quarter ended March 31, 2026.
• The total value of the reported holdings is $15,535,414,027.
• The filing includes 1,780 individual security entries.
• The report covers holdings managed by Equitable Holdings, Inc. and its subsidiaries, including Equitable Investment Management Group, LLC, Equitable Advisors, LLC, and Equitable Investment Management, LLC.

Sentiment

Score: 5

Explanation: StockSavvy.ai views this as a neutral, mandatory regulatory disclosure that provides transparency into institutional holdings without signaling specific corporate sentiment.

Positives

• The firm maintains a highly diversified portfolio across various asset classes, including equities, ETFs, and fixed income instruments.
• Significant positions are held in major market-leading companies such as Amazon, Apple, Microsoft, and NVIDIA, indicating a focus on large-cap growth.
• The portfolio demonstrates robust institutional oversight with 1,780 distinct holdings.

Negatives

• The filing represents a snapshot of holdings as of a specific date and does not reflect current market activity or recent trades.
• The report does not provide the rationale behind specific investment decisions or the performance of the underlying assets.

Risks

• Market volatility affecting the valuation of the $15.5 billion portfolio.
• Concentration risk in technology and large-cap equity sectors.
• Potential liquidity risks associated with specific ETF and fixed-income holdings.

Future Outlook

The filing does not contain forward-looking statements or guidance regarding future investment strategy or market outlook.

Industry Context

StockSavvy.ai notes that this 13F filing is a standard regulatory disclosure for institutional managers. The portfolio composition reflects a broad-based institutional strategy heavily weighted toward diversified ETFs and large-cap U.S. equities, consistent with the asset allocation patterns of major insurance-affiliated investment managers.

Comparison to Industry Standards

• The portfolio size and diversification level are consistent with other large-scale institutional investment managers of similar AUM.
• The heavy reliance on index-tracking ETFs and large-cap equities aligns with industry benchmarks for institutional asset management firms.

Stakeholder Impact

• Shareholders and market participants can use this data to analyze the investment strategy and sector exposure of Equitable Holdings.

Next Steps

• The next 13F filing is expected for the quarter ending June 30, 2026.

Key Dates

Keywords

13F, Equitable Holdings, Institutional Investment, Portfolio Disclosure, Asset Management, SEC Filing