SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F Holdings Report submitted by Equitable Holdings, Inc., an institutional investment manager. The report covers the calendar quarter ended September 30, 2025, and was signed on November 14, 2025, by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company. The report includes holdings for Equitable Holdings, Inc. and three other included managers: Equitable Investment Management Group, LLC; Equitable Advisors, LLC; and Equitable Investment Management, LLC.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the issuer's operational financial performance (e.g., revenue, profit, or cash flow). The following portfolio metrics are reported:
- Total Portfolio Value: $13,598,576,476
- Total Number of Holdings: 1,616 entries
- Number of Included Managers: 3
The filing text does not provide data on revenue, profit, margins, debt, or liquidity for Equitable Holdings, Inc. itself, as this form is designed to report investment positions held by the manager.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., June 30, 2025) to calculate material changes in holdings or portfolio value. The document is a standalone snapshot of holdings as of the reporting date.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. It includes a standard SEC disclaimer stating that the Commission has not reviewed the information for accuracy or completeness. No unusual items or contingencies are disclosed in the provided text.
Key Facts for Investor Verification
- Verify the total portfolio value of approximately $13.6 billion against the company's broader asset base.
- Confirm the scope of the report includes three additional investment managers under the Equitable umbrella.
- Note that this filing reflects equity holdings only and does not represent the full balance sheet or income statement of Equitable Holdings, Inc.
- Check subsequent filings for the specific list of 1,616 individual securities held, which are not detailed in this summary text.