What is the 13F Pro Quality Score for EQH?

13F Pro ranks Equitable Holdings, Inc. (EQH) on the 13F Pro Quality Score, a 0–100 composite of 32 fundamental signals including return on invested capital, free cash flow consistency, balance-sheet strength, earnings quality, growth durability, and valuation discipline. The score refreshes after each 10-K and 10-Q filing on SEC EDGAR. View EQH's current score at https://13fpro.ai/research/EQH (free sign-up required for the full ranking).

Which hedge funds own the most EQH stock?

Based on the most recent Form 13F-HR filings on SEC EDGAR, the largest reported institutional holders of EQH include BlackRock,, CANADA PENSION PLAN INVESTMENT BOARD, STATE STREET. Holdings are reported quarterly within 45 days of quarter-end and updated on https://13fpro.ai/research/EQH as soon as new 13F filings post.

Where does 13F Pro source EQH data?

All Equitable Holdings, Inc. fundamentals and ownership data come directly from SEC EDGAR. Equitable Holdings, Inc. files with the SEC under CIK 1333986. 13F Pro ingests XBRL financial facts from 10-K and 10-Q filings, Form 13F-HR institutional holdings, and Form 4 insider transactions, with no third-party rewrites or estimates.

What sector is EQH in?

Equitable Holdings, Inc. (EQH) is classified in the Financials sector. 13F Pro publishes sector-level fund flow analysis and quality leaders at https://13fpro.ai/research/sector/financials.

How often is EQH research updated on 13F Pro?

EQH's fundamentals refresh within hours of each new 10-K or 10-Q filing on SEC EDGAR. Institutional ownership updates after each quarterly 13F filing window. Insider transactions update after each Form 4 filing. The 13F Pro Quality Score recalculates after every fundamentals refresh.

Equitable Holdings, Inc.(EQH)Stock Analysis

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13F Pro Quality Score

48.9/100

Rank #1,531 of 2,879 stocks

View Financials peers →

Rankings refresh quarterly once 80% of peers have filed (~45 days after quarter-end). Next update: ~Aug 14, 2026.

Revenue Growth

63.5/100

Profitability

20.6/100

Balance Sheet

34.5/100

Earnings Quality

30.0/100

Free Cash Flow

65.3/100

Institutional Flow

6.4/100

Revenue Scale

88.7/100

Dilution Risk

39.3/100

EQH Stock Analysis & AI Quality Score

AI stock analysis and institutional research for Equitable Holdings, Inc. (EQH), a Financials sector company. 13F Pro's AI-powered ranking engine scores EQH at 48.9/100 on a 32-signal composite quality model, placing it at rank #1,531 of 2,879 stocks — the bottom half of the AI-ranked universe. EQH scores in the top quartile across revenue scale (88.7). Areas of concern include institutional flow (6.4) and profitability (20.6), which score below median versus the broader universe. Shareholder dilution risk is elevated at 39.3/100, reflecting ongoing share issuance or stock-based compensation. Based on the latest XBRL financial filings (Q1 2026), Equitable Holdings, Inc. reports quarterly revenue of $4.2B, net income of $621.0M, free cash flow of $499.0M. Top institutional holders of EQH by reported 13-F value include BlackRock,, CANADA PENSION PLAN INVESTMENT BOARD, STATE STREET, based on the most recent SEC filings. EQH trades on the NYSE exchange and files with the SEC under CIK 1333986. 13F Pro's AI research platform runs 10 specialized AI analysts — value, growth, momentum, macro, and activist specialists — that debate EQH daily and publish AI-generated analysis with cited SEC sources. The platform aggregates historical XBRL financial facts, 10-Q and 10-K filings, insider Form 4 transactions, and institutional 13-F holdings for Equitable Holdings, Inc. directly from SEC EDGAR. Equitable Holdings, Inc.'s 13F Pro composite quality score has ranged between 25 and 65 since 2021, currently 48.9 — a stable long-term trajectory across 28 quarterly and live scoring snapshots.

✦

Fun facts about Equitable Holdings, Inc.

Quirks, history, and lore behind EQH — the kind of stuff that makes a stock memorable.

1
The Basics
U.S. financial services company · large-cap · listed on the NYSE · headquartered in New York City.
2
The Numbers
Manages roughly $900 billion in assets and serves millions of clients through life insurance, annuities, and investment management — a full-service wealth and protection shop.
3
The History
Its roots trace back to a French mutual insurance society founded in the 19th century, making it one of the oldest financial institutions operating in the United States.
4
The Secret
It spun off from AXA — a French insurance giant — completing its independence as a standalone U.S. public company around 2018–2020, shedding its European parent to stand on its own.
5
The Lore
It owns AllianceBernstein, a major global investment management firm, giving it a powerful asset-management arm that goes well beyond selling insurance policies.
6
The Giveaway
Ticker EQH, formerly the U.S. arm of AXA Financial — this company rebranded to stress its mission of delivering financial equity to everyday Americans planning for retirement.

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Revenue

Q1 2026

$4.2B

Net Income

Q1 2026

$621.0M

Free Cash Flow

Q1 2026

$499.0M

Revenue & Net Income

Earnings Per Share

Key Financials Over Time

Export Financial Table · Pro+

Revenue

-6.0% YoY

$11.66BFY 2025

FY19 $9.62BFY20 $12.41BFY25 $11.66B

Net Income

-113.0% YoY

$-1.38BFY 2025

FY19 $-1.76BFY20 $-648.0MFY25 $-1.38B

EPS (Diluted)

-209.6% YoY

$-4.83FY 2025

FY19 $-3.57FY20 $-1.56FY25 $-4.83

Total Assets

+15.5% YoY

$317.99BFY 2025

FY19 $249.82BFY20 $275.40BFY25 $317.99B

Total Debt

-6.2% YoY

$3.86BFY 2025

FY19 $4.11BFY20 $4.12BFY25 $3.86B

Op. Cash Flow

+1270.5% YoY

$714.0MFY 2025

FY19 $-216.0MFY20 $-61.0MFY25 $714.0M

Metric	FY 2025	FY 2020	FY 2019
Revenue	$11.66B -6.0%	$12.41B +29.1%	$9.62B
Net Income	$-1.38B -113.0%	$-648.0M +63.3%	$-1.76B
EPS (Diluted)	$-4.83 -209.6%	$-1.56 +56.3%	$-3.57
Total Assets	$317.99B +15.5%	$275.40B +10.2%	$249.82B
Total Debt	$3.86B -6.2%	$4.12B +0.1%	$4.11B
Operating Cash Flow	$714.0M +1270.5%	$-61.0M +71.8%	$-216.0M

AI Insight: EQH Financial Trends

Equity base collapsed to near-zero ($273M in Q1 2026 vs. $3,201M in Q3 2024) while net income swings remain extreme, signaling deep balance-sheet stress.

• Equity cratered from $3,201M in Q3 2024 to $-74M in Q4 2025, recovering only marginally to $273M in Q1 2026.

• Net income has swung violently: from $892M in Q4 2024 to $-1,309M in Q3 2025, then rebounding to $621M in Q1 2026.

• Operating cash flow turned negative at $-154M in Q4 2025 — the only negative OCF in the eight-quarter window — before recovering to $499M in Q1 2026.

• Total debt rose from $3,830M in Q2 2024 to $4,332M in Q2 2025 before retreating to $3,837M in Q1 2026.

⚠ Equity of just $273M against $3,837M debt implies extreme leverage; any earnings miss could push book value negative again.

⚠ Revenue fell sharply from $4,576M in Q1 2025 to $1,450M in Q3 2025 — monitor whether Q1 2026's $4,230M recovery is durable.

⚠ OCF recovery to $499M in Q1 2026 after Q4 2025's negative print is an early positive signal worth tracking over coming quarters.

AI Insight: EQH Ratio Trends

Extreme quarterly volatility — Q3 2025 operating margin collapsed to -93.0% before rebounding sharply to 21.0% in Q1 2026, masking deeply negative TTM profitability.

• Q1 2026 operating margin recovered to 21.0% and ROIC surged to 86.3%, reversing the Q3 2025 collapse of -93.0% and negative ROIC.

• TTM figures through Q1 2026 show operating margin of -4.2%, NPM of -7.3%, and ROIC of -11.7%, reflecting the Q3 2025 drag.

• Debt/Equity spiked to 25.90 in Q3 2025 and remains elevated at 14.05 in the TTM period, versus 1.20–2.42 in prior quarters.

• Quarterly profitability swings are extreme: NPM ranged from -90.3% in Q3 2025 to +24.7% in Q4 2024 within six months.

⚠ D/E of 14.05 in the TTM row versus 1.20–2.42 in Q3–Q4 2024 signals a major leverage shift requiring explanation.

⚠ Whether Q1 2026's 21.0% operating margin and 86.3% ROIC represent a durable recovery or another one-quarter spike needs monitoring.

⚠ The Q3 2025 one-off that drove -93.0% operating margin is unresolved in the data; recurrence risk remains a key concern.

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Available Research

13F Pro tracks comprehensive data for Equitable Holdings, Inc. including:

SEC EDGAR filings (10-K, 10-Q, 8-K)

XBRL financial facts (revenue, EPS, margins)

Insider transactions (Form 4)

Institutional 13F holdings

Quality rankings (32 signals)

AI analyst debates & daily meetings

Historical financial trends

Peer comparison & sector analysis

Top Institutional Holders of EQH

BlackRock, Inc.
$1.0B27,321,760 sh
CANADA PENSION PLAN INVESTMENT BOARD
$676.1M18,218,634 sh
STATE STREET CORP
$444.6M11,981,175 sh
Capital International Investors
$387.1M10,429,923 sh
WELLINGTON MANAGEMENT GROUP LLP
$306.6M8,261,348 sh
DIAMOND HILL CAPITAL MANAGEMENT INC
$266.9M7,192,046 sh
GEODE CAPITAL MANAGEMENT, LLC
$216.7M5,854,515 sh
THORNBURG INVESTMENT MANAGEMENT INC
$185.3M4,994,205 sh
BANK OF MONTREAL /CAN/
$182.0M4,905,475 sh
PZENA INVESTMENT MANAGEMENT LLC
$165.7M4,464,347 sh

Fund	Value	Shares
BlackRock, Inc.	$1.0B	27,321,760
CANADA PENSION PLAN INVESTMENT BOARD	$676.1M	18,218,634
STATE STREET CORP	$444.6M	11,981,175
Capital International Investors	$387.1M	10,429,923
WELLINGTON MANAGEMENT GROUP LLP	$306.6M	8,261,348
DIAMOND HILL CAPITAL MANAGEMENT INC	$266.9M	7,192,046
GEODE CAPITAL MANAGEMENT, LLC	$216.7M	5,854,515
THORNBURG INVESTMENT MANAGEMENT INC	$185.3M	4,994,205
BANK OF MONTREAL /CAN/	$182.0M	4,905,475
PZENA INVESTMENT MANAGEMENT LLC	$165.7M	4,464,347

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Is EQH a good stock to buy?

13F Pro's AI-powered analysis of Equitable Holdings, Inc. (EQH) draws on SEC EDGAR-sourced fundamentals, institutional 13F holdings, and insider Form 4 transactions in the Financials sector (listed on NYSE). The 32-signal AI Quality Score, current rank, and full bull/bear verdict for EQH are available on the EQH stock profile dashboard — with the same data, AI insights, ratios, and institutional activity refreshed after every 10-K, 10-Q, 13F, and Form 4 filing.

Which hedge funds own EQH?

Institutional investors are required to disclose their holdings quarterly via SEC Form 13F. 13F Pro aggregates these filings to show which hedge funds, mutual funds, and asset managers are buying or selling EQH. Combined with insider transaction data from Form 4 filings and AI-powered analysis from 10 specialized research agents, 13F Pro provides a comprehensive view of Equitable Holdings, Inc.'s investment landscape.