Filer Snapshot

Equitable Holdings, Inc.

CIK 0001333986. SEC filing timeline plus parsed ownership intelligence from 13F, 13D/G, and Forms 3/4/5 where available.

Entity type

Company

Total filings

448

Latest filing

18 Aug 2026

Industry

Insurance Agents, Brokers and Service

Filing-backed research brief

Start with the SEC data that changes for this CIK

Latest signal: 13F-HR for Q2 2026. Each card links back to the PortfolioSavvy page where the filing evidence is closest.

Latest 13F portfolio

$16.75B

1,799 holdings for Q2 2026

Open portfolio

Largest parsed holding

SPYG

$536.02M reported value

Open holding

13D/G large stake

AB Private Lending Fund

30 Jun 2026 · 67% ownership

Open 13D/G

Insider / owner context

ALLIANCEBERNSTEIN L.P.

30 Oct 2025 · $3.16B

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Source: SEC Forms 3/4/5

4 filed on 18 Aug 2026 for CIK 0001333986.

View source filing
Ownership signals CIK-linked ownership evidence from parsed SEC filings. 1 signal
Parsed SEC ownership signals

Parsed SEC ownership coverage

These bars compare filing-backed value available in each disclosure family. Read them as separate lenses, not as one combined ownership total.

13F portfolio$16.75B

Quarterly institutional holdings reported on Form 13F; not total AUM.

Forms 3/4/5 positions$3.92B

Reporting-owner positions with enough filing detail to estimate value.

Latest reported 13F value

13F
$16.75B

Reported market value from the latest parsed Form 13F information table; this is not total assets under management.

Source: SEC Form 13FScope: U.S.-listed equity holdings

Forms 3/4/5 position value

3/4/5
$3.92B

Estimated from parsed Forms 3/4/5 when filings include enough share and price data.

Source: Forms 3/4/5Confidence: Estimated when price data is available

Largest 13F holdings

13F
SPYG QQQ IVV SPYV AAPL
+15 moreNVDA XLK SPY VUG VOO VONG VGT VTV AMZN DYNF BIL IEFA VTI MSFT JEPI

Largest symbols in the latest parsed Form 13F information table.

Freshness: Latest parsed 13F period

Largest linked holdings

Largest issuer positions linked to this CIK across parsed 13F, 13D/G, and Forms 3/4/5 records.

ALLIANCEBERNSTEIN L.P. AB

Largest 13F holdings

Largest symbols in the latest parsed Form 13F information table.

SPYG QQQ IVV SPYV AAPL NVDA XLK SPY
+12 moreVUG VOO VONG VGT VTV AMZN DYNF BIL IEFA VTI MSFT JEPI

Largest active 13D stakes

Active large-stake positions disclosed in parsed Schedule 13D filings.

AB ALLIANCEBERNSTEIN L.P.

Largest active 13G stakes

Passive or institutional large-stake positions disclosed in parsed Schedule 13G filings.

AB Private Lending Fund
How to read these SEC ownership signals
  • Read each filing family separately: Form 13F, Schedules 13D/G, and Forms 3/4/5 answer different SEC disclosure questions and should not be blended into one ownership total.
  • Use 13F values for visible U.S.-listed equity portfolios, 13D/G rows for large beneficial-owner stakes, and Forms 3/4/5 rows for reporting-owner positions and transactions.
  • Open the linked research path when you need the filing, CIK, issuer, CUSIP, date, or source trail behind a value.
At a glance Names, identifiers, and filing context for this profile. 2 identity fields
Business address
1345 Avenue Of The Americas, New York, NY, 10105
EDGAR profile Static EDGAR fields kept behind disclosure so the main profile stays readable. 3 profile fields available
Incorporated in
DE
Fiscal year end
31 December
Former names on EDGAR
AXA Equitable Holdings, Inc. (to 10 Jan 2020), AXA AMERICA HOLDINGS, INC. (to 01 Sep 2017)

Filer intelligence

What SEC filings say about Equitable Holdings, Inc.

A compact read of parsed XML filings. 13F, 13D/G, and Forms 3/4/5 are shown separately because they answer different ownership questions.

Quick read

  • Latest parsed 13F shows $16.75B across 1,799 reported holdings for Q2 2026.
  • Largest parsed 13F holding: SPYG at $536.02M.
  • 3 recent 13D/G stake rows found; top row is AB Private Lending Fund at 67% ownership.
  • Forms 3/4/5 show insider context for ALLIANCEBERNSTEIN L.P. worth $3.16B.

SEC source mix

Counts show available parsed rows, not one combined ownership total.

XML parsed
13F portfolio 1,799 rows

Quarterly institutional portfolio holdings.

Open
13D/G stakes 3 rows

Beneficial ownership and large-stake disclosures.

Open
Forms 3/4/5 3 rows

Officer, director, and 10% owner holdings or transactions.

Open

Top parsed 13F holdings

Visual share of the latest parsed 13F portfolio. Values are reported market value, not a recommendation.

Q2 2026 - 17 Aug 2026

Top 5 concentration

12%

Share of latest parsed 13F value represented by the visible holdings below.

Top 5 reported value

$2.04B

Compared with $16.75B total 13F value.

Top 5 net change

+$708.64M

Position-value change inside the visible top holdings only.

13F concentration map

A simple visual split of the latest parsed 13F portfolio.

Largest add: SPYG · Largest trim: IGM

SPYG QQQ IVV SPYV AAPL Other holdings

SPYG

3.2%

Spdr Series Trust

$536.02M

QQQ

3%

Invesco Qqq Tr

$497.85M

IVV

2.3%

Ishares Tr

$387.9M

SPYV

1.9%

Spdr Series Trust

$319.58M

AAPL

1.8%

Apple Inc

$303.08M

13D/G large-stake context

AB Private Lending Fund

30 Jun 2026 · Class I Common Shares of Beneficial Interest

67%

AB

10 Jul 2025 · Units of Limited Partnership Interest

0%

AB

19 Dec 2024 · Units of Limited Partnership Interest

61%

Forms 3/4/5 insider context

ALLIANCEBERNSTEIN L.P.

30 Oct 2025 · 10% owner

$3.16B

AB

10 Jul 2025 · 10% owner

$757.79M

CSQ

24 Aug 2021 · 10% owner

Latest update

What changed recently for Equitable Holdings, Inc.

New filing available

Latest 13F period: Q2 2026. Open the source-backed page to inspect the fresh filing or facts context.

Update date

17 Aug 2026

Page type

Filer profile

Latest period

Q2 2026

Institutional portfolio context was refreshed from a 13F filing filed on 17 Aug 2026.

Benchmark Context

Benchmark context for this company

Equitable Holdings, Inc. has a source-backed company facts view where you can compare the latest reported metrics with its own recent history and with peer rankings for the same metric.

Compared with

Start on the facts page for period-to-period context, then open a metric ranking when you want to compare the same reported fact across other SEC-reporting companies.

Why this is notable

Latest 13F period: Q2 2026. That gives you a fresh baseline before you compare this company with peers.

  • Latest company facts filing date: 06 Aug 2026.
  • Peer comparisons stay conservative: same metric, compatible units, latest valid company row only.
  • Open the facts page first if you want the cleanest path to verification.

Benchmark context is only shown where the app has enough comparable SEC-backed data to keep the interpretation honest.

SEC filing record

CIK 0001333986 filing coverage

Start with this filing record, then use the linked ownership pages when parsed 13F, 13D/G, Forms 3/4/5, or facts data exists for this CIK.

SEC filings
448
First seen
13 Feb 2019
Latest filing
18 Aug 2026
Entity
Company

Industry context: Insurance Agents, Brokers and Service.

Latest Filings

Showing the latest 12 of 448 SEC filings for Equitable Holdings, Inc..

4

4 filing

Filing date
18 Aug 2026
Reporting date
17 Aug 2026
SEC evidence
Open document Open filing
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13F-HR

13F-HR filing

Filing date
17 Aug 2026
Reporting date
30 Jun 2026
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
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SCHEDULE 13G/A

SCHEDULE 13G/A filing

Filing date
14 Aug 2026
Reporting date
Not listed
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
10 Aug 2026
SEC evidence
Open document Open filing
Next action
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4

4 filing

Filing date
11 Aug 2026
Reporting date
11 Aug 2026
SEC evidence
Open document Open filing
Next action
Verify source filing
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