Here are the Compelling Reasons to Own Equitable Holdings (EQH)
Harris Oakmark recently released its second-quarter 2026 investor letter for the “Oakmark Fund”. A copy of the letter can be downloaded here.
| No. | Hedge Fund | Shares | Value | Activity | % Port |
|---|---|---|---|---|---|
| 1. | Diamond Hill Capital Ric Dillon | 7,192,046 | $266,896,827 | +68% | 1.67% |
| 2. | Pzena Investment Management Richard S. Pzena | 4,464,347 | $165,671,917 | +4% | 0.54% |
| 3. | Citadel Investment Group Ken Griffin | 3,137,357 | $116,427,319 | +198% | 0.02% |
| 4. | Millennium Management Israel Englander | 2,598,051 | $96,413,673 | +128% | 0.04% |
| 5. | Woodline Partners Michael Rockefeller And Karl Kroeker | 2,230,326 | $82,767,398 | +18% | 0.31% |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $46.86 | 104 | $4,862.68 | 25,931 | 2025-12-01 | Filing | |
| $52.82 | 92 | $4,837.97 | 25,827 | 2025-08-12 | Filing | |
| $54.66 | 88 | $4,814.21 | 25,735 | 2025-06-09 | Filing | |
| $49.94 | 85 | $4,258.81 | 25,647 | 2025-03-12 | Filing | |
| $47.86 | 89 | $4,237.60 | 25,562 | 2024-12-03 | Filing |
| Insider | Price | Amount | Total Value | Remaining Holdings | Date | Form 4 |
|---|---|---|---|---|---|---|
| $49.19 | 136 | $6,689.84 | 753,403 | 2026-07-20 | Filing | |
| $48.54 | 39,564 | $1,920,282.26 | 753,539 | 2026-07-20 | Filing | |
| $49.03 | 4,200 | $205,913.82 | 69,748 | 2026-07-15 | Filing | |
| $48.02 | 800 | $38,415.04 | 73,948 | 2026-07-15 | Filing | |
| $49.01 | 7,958 | $390,042.27 | 74,748 | 2026-07-15 | Filing |
| No. | Name | Shares | Value | % Port |
|---|---|---|---|---|
| 1. | 476,885 | $20,925,709 | 1.08% | |
| 2. | 279,374 | $12,258,931 | 0.02% | |
| 3. | 254,765 | $11,179,089 | 0.01% | |
| 4. | 156,199 | $6,854,012 | 0.14% | |
| 5. | 110,081 | $4,830,355 | 0.29% |