SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR submitted by Equitable Holdings, Inc., an institutional investment manager, for the quarter ended March 31, 2026. The report was signed by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company, on May 15, 2026. The filing covers the holdings of Equitable Holdings, Inc. and includes three other affiliated managers: Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC, and Equitable Investment Management, LLC.
Key Financial Metrics
As a Form 13F filing, this document reports equity holdings rather than the operating financial performance of Equitable Holdings, Inc. itself. Key portfolio metrics include:
- Total Portfolio Value: $15,535,414,027
- Total Number of Holdings: 1,780 entries
- Number of Included Managers: 3 (in addition to the primary filer)
The filing text does not provide data on revenue, profit, cash flow, margins, debt, or liquidity for Equitable Holdings, Inc., as these are not required in a 13F report.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., December 31, 2025) to determine 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, risk factors, or discussion of contingencies. It is a statutory disclosure of long-only equity positions and does not include unusual items or strategic outlooks.
Investor Verification Checklist
- Verify the total portfolio value of $15.5 billion against the company's most recent 10-Q or 10-K for context on asset allocation.
- Confirm the specific equity positions within the 1,780 reported entries to assess sector concentration.
- Note that this report reflects holdings as of March 31, 2026, and does not represent the company's own financial health or insurance liabilities.
- Check for any subsequent amendments to this filing, as the current document is not marked as an amendment.