SEC Filing Summary: Equitable Holdings, Inc. (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 June 30, 2026. The report was signed by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company, on August 17, 2026. The filing covers the investment 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-HR, this document reports equity holdings rather than the operating financial performance of Equitable Holdings, Inc. itself. Key metrics from the filing include:
- Total Value of Reported Holdings: $16,749,362,699
- Total Number of Holdings Entries: 1,835
- Number of Included Managers: 3 (in addition to the primary filer)
Note: The filing text does not provide values for revenue, profit, cash flow, margins, debt, or liquidity, as these are not required in a 13F-HR filing.
Material Changes
The filing text does not provide comparative data for the prior period (e.g., March 31, 2026) to calculate material changes in holdings value or composition. The document lists the current state of holdings as of June 30, 2026, but does not explicitly detail additions, deletions, or net changes versus the previous quarter.
Guidance, Outlook, and Risks
This filing contains no management commentary, forward-looking guidance, or specific risk factors regarding the company's operations. It is a statutory disclosure of securities held. The standard disclaimer notes that the SEC has not reviewed the information for accuracy or completeness.
Investor Verification Checklist
- Verify the total portfolio value of $16.75 billion against the company's latest 10-Q or 10-K to understand the proportion of assets managed versus held for insurance liabilities.
- Confirm the specific equity positions within the 1,835 reported entries to assess sector concentration.
- Review the filings of the three included managers (Equitable Investment Management Group, LLC, EQUITABLE ADVISORS, LLC, and Equitable Investment Management, LLC) to ensure no double-counting or overlapping reporting structures.
- Check the filing date (August 17, 2026) to ensure it aligns with the regulatory deadline for the June 30, 2026 quarter.