EQH EQUITABLE HLDGS INC

Ownership history in CITADEL ADVISORS LLC  ·  69 quarters on record

AI Ownership Summary

CITADEL ADVISORS LLC reported EQUITABLE HLDGS INC (EQH) in 69 quarterly 13F filings from 2023 Q4 through 2025 Q4. Peak portfolio weight reached 0.01% in 2024 Q3. The latest visible filing shows EQH at 0.00% of the fund.

This page tracks quarterly shares, estimated market value, portfolio weight, filing dates, and disclosure-aligned stock prices directly from SEC EDGAR 13F filings. Older history is available after unlock; the visible window still shows the most recent pattern.

What this EQH ownership page tells you

This page is designed to answer the real investor question behind a 13F filing: how meaningful was CITADEL ADVISORS LLC's position in EQUITABLE HLDGS INC, and how did that conviction change over time? You can read the holding window, peak weight, latest reported size, disclosure timing, and quarter-by-quarter changes without piecing the story together from raw SEC rows.

Freshest filing
Latest Reported Filing
2025 Q4

EQH was reported at 0.00% of portfolio in the most recent visible filing.

High-water mark
Peak Conviction
0.01% in 2024 Q3

Peak weight helps separate a token disclosure from a real conviction holding the fund genuinely cared about.

Time in book
Holding Window
2023 Q4 to 2025 Q4

Longer holding windows often tell a very different story from short-lived tactical trades or one-quarter experiments.

Decision context
Why It Matters
Position size beats headlines

Knowing that a fund owned a stock is useful. Knowing whether it was a 0.20% placeholder or a true high-conviction position is where the signal actually starts.

How CITADEL ADVISORS LLC held EQH — position size vs. price
% of Fund (quarterly)    EQH price (quarter-end, indexed to 100)
📋 Quarterly Holdings History 26 quarters  
Quarter Action Shares Change Chg % % of Fund Mkt Value Filed Price (Filed)
2025 Q4 REDUCED 27,200 -1,026,860 -97.4% 0.00% $1.3M 2026-02-14 (Est.) $44.08
2025 Q4 ADDED 1,054,060 +1,034,960 +5418.6% 0.01% $50.2M 2026-02-14 (Est.) $44.08
2025 Q3 REDUCED 19,100 -12,700 -39.9% 0.00% $970K 2025-11-14 $44.15
2025 Q3 REDUCED 31,800 -47,559 -59.9% 0.00% $1.6M 2025-11-14 $44.15
2025 Q3 ADDED 79,359 +42,659 +116.2% 0.00% $4.0M 2025-11-14 $44.15
2025 Q2 REDUCED 36,700 -374,412 -91.1% 0.00% $2.1M 2025-08-14 $53.94
2025 Q2 ADDED 411,112 +351,212 +586.3% 0.00% $23.1M 2025-08-14 $53.94
2025 Q2 REDUCED 59,900 -721,410 -92.3% 0.00% $3.4M 2025-08-14 $53.94
2025 Q1 ADDED 781,310 +765,410 +4813.9% 0.01% $40.7M 2025-05-15 $51.63
2025 Q1 REDUCED 15,900 -18,900 -54.3% 0.00% $828K 2025-05-15 $51.63
2025 Q1 ADDED 34,800 +15,100 +76.6% 0.00% $1.8M 2025-05-15 $51.63
2024 Q4 REDUCED 19,700 -32,700 -62.4% 0.00% $929K 2025-02-14 $53.81
2024 Q4 ADDED 52,400 +50,612 +2830.6% 0.00% $2.5M 2025-02-14 $53.81
2024 Q4 REDUCED 1,788 -1,001,724 -99.8% 0.00% $84K 2025-02-14 $53.81
2024 Q3 ADDED 1,003,512 +979,612 +4098.8% 0.01% $42.2M 2024-11-14 $46.11
2024 Q3 ADDED 23,900 +20,500 +602.9% 0.00% $1.0M 2024-11-14 $46.11
2024 Q3 REDUCED 3,400 -258,994 -98.7% 0.00% $143K 2024-11-14 $46.11
2024 Q2 ADDED 262,394 +232,894 +789.5% 0.00% $10.7M 2024-08-14 $37.97
2024 Q2 ADDED 29,500 +26,100 +767.6% 0.00% $1.2M 2024-08-14 $37.97
2024 Q2 REDUCED 3,400 -2,500 -42.4% 0.00% $139K 2024-08-14 $37.97
2024 Q1 REDUCED 5,900 -17,100 -74.3% 0.00% $224K 2024-05-15 $38.69
2024 Q1 REDUCED 23,000 -613,740 -96.4% 0.00% $874K 2024-05-15 $38.69
2024 Q1 ADDED 636,740 +613,240 +2609.5% 0.00% $24.2M 2024-05-15 $38.69
2023 Q4 ADDED 23,500 +10,500 +80.8% 0.00% $783K 2024-02-14 $32.09
2023 Q4 REDUCED 13,000 -685,701 -98.1% 0.00% $433K 2024-02-14 $32.09
2023 Q4 ADDED 698,701 +692,301 +10817.2% 0.00% $23.3M 2024-02-14 $32.09
43 older quarters hidden  —  Sign in free or upgrade to Premium to see full history

🏢 Other funds also holding EQH

As of 2026 Q1 — sorted by position size

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FAQ About CITADEL ADVISORS LLC and EQH

These are the practical questions this page is built to answer before you even open the full history table.

How long has CITADEL ADVISORS LLC reported owning EQH?

CITADEL ADVISORS LLC reported EQH across 26 quarterly 13F filings, from 2023 Q4 through 2025 Q4.

What was the largest reported EQH position in CITADEL ADVISORS LLC's portfolio?

The largest reported portfolio weight for EQH was 0.01% in 2024 Q3.

What is the latest reported EQH position on this page?

The most recent filing on this page is 2025 Q4, when CITADEL ADVISORS LLC reported 27,200 shares, equal to 0.00% of portfolio, with an estimated market value of $1.3M.

What does the chart on this EQH ownership page compare?

The chart compares CITADEL ADVISORS LLC's quarterly EQH portfolio weight with the stock's indexed share price, so you can see whether the fund was building, trimming, or holding the position as price moved.

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