SEC Filing Summary: Form 13F-HR
Business Context and Reporting Period
This filing is a Form 13F-HR (Holdings Report) submitted by Equitable Holdings, Inc., an institutional investment manager. The report covers the calendar quarter ended December 31, 2025. The filing was signed by Anthony Bruccoleri, Lead Director of Equitable Life Insurance Company, on February 10, 2026.
Key Financial Metrics
As a Form 13F filing, this document discloses equity holdings rather than the company's own operating financials (revenue, profit, cash flow). The following metrics relate to the reported investment portfolio:
- Total Portfolio Value: $14,627,055,760
- Total Number of Holdings: 1,667 entries
- Reporting Scope: Includes holdings for Equitable Holdings, Inc. and 3 other included managers.
Material Changes and Portfolio Composition
The filing text provided does not contain a comparative table against the prior period (September 30, 2025) to quantify material changes in specific positions or total portfolio value. The report lists three additional institutional investment managers included in this filing:
- Equitable Investment Management Group, LLC
- EQUITABLE ADVISORS, LLC
- Equitable Investment Management, LLC
Guidance, Outlook, and Risks
The filing text does not provide management commentary, future guidance, risk factors, or contingencies regarding the company's operations or the specific securities held. Form 13F filings are strictly regulatory disclosures of long-term equity positions and do not typically include forward-looking statements or operational analysis.
Investor Verification Checklist
- Verify the total portfolio value of $14.63 billion against the prior quarter's filing to assess net inflows or outflows.
- Review the full Schedule 13F (not included in this summary text) to identify specific top holdings and any significant buy/sell activity.
- Confirm the scope of the "3 Other Included Managers" to ensure the reported value represents the consolidated view of the Equitable investment group.
- Note that this filing does not reflect the operating performance (revenue, earnings) of Equitable Holdings, Inc. itself; refer to Form 10-Q or 10-K for those metrics.