Equitable Holdings, Inc.
EQH- Exchange
- NYSE
- Industry
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001333986
In the last 90 days, Equitable Holdings, Inc. insiders filed 0 open-market purchases and 11 sales; 484 institutions reported holding it in 13F filings for Q2 2026, worth $11.6B in total; superinvestors Harris Associates (Oakmark) and Viking Global Investors hold it.
13F holders, Q2 2026
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 2026. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works
- Institutional holders
- 484
- −55 vs. Q1 2026
- Shares held
- 265.5M
- +3.28M (+1.2%) vs. Q1 2026
- Total value
- $11.6B
- +$1.92B (+19.7%) vs. Q1 2026
- New holders
- 68
- 142 more added
- Sold out
- 123
- 214 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: new holders, sold out and not filed yet
Holders and value by quarter
Institutions reporting EQH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 484 | $11.6B |
| Q1 2026 | 543 | $9.73B |
| Q4 2025 | 552 | $13.4B |
| Q3 2025 | 563 | $14.0B |
| Q2 2025 | 581 | $16.6B |
| Q1 2025 | 574 | $17.8B |
| Q4 2024 | 533 | $14.2B |
| Q3 2024 | 504 | $12.6B |
| Q2 2024 | 491 | $12.6B |
| Q1 2024 | 447 | $12.2B |
| Q4 2023 | 424 | $11.1B |
| Q3 2023 | 387 | $9.46B |
| Q2 2023 | 380 | $9.36B |
| Q1 2023 | 393 | $9.03B |
| Q4 2022 | 413 | $10.4B |
| Q3 2022 | 388 | $9.70B |
| Q2 2022 | 395 | $9.61B |
| Q1 2022 | 398 | $11.6B |
| Q4 2021 | 397 | $12.6B |
| Q3 2021 | 375 | $11.9B |
| Q2 2021 | 384 | $12.6B |
| Q1 2021 | 366 | $13.4B |
Institutions, Q2 2026
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,895,739 | $1.14B | 0.02% | −1,426,021−5.2% | Reduced |
| Norges Bank | 18,326,687 | $804.2M | 0.08% | +18,326,687 | New |
| Price T Rowe Associates Inc | 18,186,798 | $798.0M | 0.08% | +661,264+3.8% | Added |
| Vanguard Portfolio Management LLC | 13,443,991 | $589.9M | 0.03% | −1,181,538−8.1% | Reduced |
| Vanguard Capital Management LLC | 12,703,293 | $557.4M | 0.01% | +70,371+0.6% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,489,037 | $416.4M | 0.55% | +9,460,792+33,495.5% | Added |
| State Street Corp | 9,388,296 | $412.0M | 0.01% | −2,592,879−21.6% | Reduced |
| Canada Pension Plan Investment Board | 9,106,103 | $399.6M | 0.22% | −9,112,531−50.0% | Reduced |
| Wellington Management Group LLP | 8,784,986 | $385.5M | 0.07% | +523,638+6.3% | Added |
| Capital International Investors | 8,415,039 | $369.3M | 0.08% | −2,014,884−19.3% | Reduced |
| Pzena Investment Management LLC | 5,561,804 | $244.1M | 0.72% | +1,097,457+24.6% | Added |
| Geode Capital Management, LLC | 5,440,336 | $238.8M | 0.01% | −414,179−7.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,398,896 | $236.9M | 0.68% | +5,398,896 | New |
| Thornburg Investment Management Inc | 5,142,337 | $225.6M | 2.16% | +148,132+3.0% | Added |
| Bank of Montreal | 4,841,762 | $212.5M | 0.08% | −63,713−1.3% | Reduced |
| Diamond Hill Capital Management Inc | 4,743,519 | $208.1M | 1.67% | −2,448,527−34.0% | Reduced |
| Massachusetts Financial Services Co | 4,234,561 | $187.0M | 0.06% | +243,448+6.1% | Added |
| Conifer Management, L.L.C. | 4,200,000 | $184.3M | 30.38% | 00.0% | Unchanged |
| Dimensional Fund Advisors LP | 3,865,401 | $169.6M | 0.03% | +8,684+0.2% | Added |
| Castle Hook Partners LP | 3,599,539 | $157.9M | 1.69% | +3,599,539 | New |
| Morgan Stanley | 3,347,289 | $146.9M | 0.01% | +286,830+9.4% | Added |
| Northern Trust Corp | 3,261,633 | $143.1M | 0.02% | −570,249−14.9% | Reduced |
| Invesco Ltd. | 3,058,709 | $134.2M | 0.01% | −466,967−13.2% | Reduced |
| FMR LLC | 3,041,533 | $133.5M | 0.01% | +891,668+41.5% | Added |
| Marshall Wace, LLP | 2,779,239 | $122.0M | 0.10% | +758,146+37.5% | Added |
| Goldman Sachs Group Inc | 2,656,487 | $116.6M | 0.01% | −319,537−10.7% | Reduced |
| Nuveen, LLC | 2,340,509 | $102.7M | 0.02% | +432,300+22.7% | Added |
| TCW Group Inc | 2,286,057 | $100.3M | 0.67% | +657,888+40.4% | Added |
| Jane Street Group, LLC | 2,263,410 | $99.3M | 0.06% | +416,992+22.6% | Added |
| Charles Schwab Investment Management Inc | 2,142,804 | $94.0M | 0.01% | +53,034+2.5% | Added |
| Bank of New York Mellon Corp | 2,130,173 | $93.5M | 0.02% | −312,525−12.8% | Reduced |
| D. E. Shaw & Co., Inc. | 2,034,078 | $89.3M | 0.06% | −166,986−7.6% | Reduced |
| Principal Financial Group Inc | 2,003,499 | $87.9M | 0.04% | +47,942+2.5% | Added |
| Algebris (UK) Ltd | 1,957,978 | $85.6M | 5.64% | −79,759−3.9% | Reduced |
| Vanguard Fiduciary Trust Co | 1,806,589 | $79.3M | 0.02% | +5,455+0.3% | Added |
| UBS Group AG | 1,791,434 | $78.6M | 0.01% | −135,916−7.1% | Reduced |
| Nordea Investment Management AB | 1,480,717 | $64.8M | 0.05% | −1,180,400−44.4% | Reduced |
| Citadel Advisors LLC | 1,379,294 | $60.5M | 0.03% | −1,758,063−56.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,365,626 | $59.9M | 0.15% | +1,341,577+5,578.5% | Added |
| Qube Research & Technologies Ltd | 1,319,494 | $57.9M | 0.06% | +1,319,494 | New |
| Arrowstreet Capital, Limited Partnership | 1,173,049 | $51.5M | 0.02% | +1,093,883+1,381.8% | Added |
| Adage Capital Partners GP, L.L.C. | 1,150,000 | $50.5M | 0.07% | +850,000+283.3% | Added |
| Woodline Partners LP | 1,080,780 | $47.4M | 0.15% | −1,149,546−51.5% | Reduced |
| UBS Asset Management Americas Inc | 1,051,605 | $46.1M | 0.01% | −1,010,277−49.0% | Reduced |
| Ci Investments Inc. | 949,760 | $41.7M | 0.13% | −20,377−2.1% | Reduced |
| Bank of America Corp | 942,782 | $41.4M | 0.00% | +53,766+6.0% | Added |
| Lazard Asset Management LLC | 884,177 | $38.8M | 0.06% | −18,391−2.0% | Reduced |
| Renaissance Technologies LLC | 819,900 | $36.0M | 0.05% | +819,900 | New |
| Bruni J V & Co | 766,929 | $33.7M | 3.07% | +91,467+13.5% | Added |
| Rhumbline Advisers | 762,284 | $33.4M | 0.03% | −89,322−10.5% | Reduced |
| Zurich Insurance Group Ltd | 754,713 | $33.1M | 0.23% | +754,713 | New |
| Voloridge Investment Management, LLC | 749,733 | $32.9M | 0.14% | +673,908+888.8% | Added |
| Vanguard Asset Management, Ltd | 725,081 | $31.8M | 0.02% | +154,228+27.0% | Added |
| JPMorgan Chase & Co | 689,495 | $31.0M | 0.00% | +217,606+46.1% | Added |
| Legal & General Group Plc | 684,214 | $30.0M | 0.01% | −640,221−48.3% | Reduced |
| Manufacturers Life Insurance Company, The | 649,646 | $28.5M | 0.02% | +22,477+3.6% | Added |
| Millennium Management LLC | 611,226 | $26.8M | 0.02% | −1,986,825−76.5% | Reduced |
| Ensign Peak Advisors, Inc | 590,435 | $25.9M | 0.04% | −72,853−11.0% | Reduced |
| Storebrand Asset Management AS | 588,797 | $25.8M | 0.06% | −71,172−10.8% | Reduced |
| Swiss National Bank | 565,200 | $24.8M | 0.01% | −275,800−32.8% | Reduced |
| Ameriprise Financial Inc | 532,551 | $23.4M | 0.00% | −1,084,193−67.1% | Reduced |
| Wells Fargo & Company | 531,888 | $23.3M | 0.00% | −51,540−8.8% | Reduced |
| Tocqueville Asset Management L.P. | 512,957 | $22.5M | 0.30% | +20,005+4.1% | Added |
| Caisse de Depot Et Placement du Quebec | 482,997 | $21.2M | 0.03% | +482,997 | New |
| Community Trust & Investment Co | 476,885 | $20.9M | 1.08% | +88,484+22.8% | Added |
| HSBC Holdings PLC | 465,374 | $20.4M | 0.01% | −408,588−46.8% | Reduced |
| Prana Capital Management, LP | 445,828 | $19.6M | 0.60% | +445,828 | New |
| California Public Employees Retirement System | 405,258 | $17.8M | 0.01% | −720−0.2% | Reduced |
| Retirement Systems of Alabama | 401,671 | $17.6M | 0.05% | −56,140−12.3% | Reduced |
| Close Asset Management Ltd | 390,370 | $17.1M | 0.46% | −243,700−38.4% | Reduced |
| Four Tree Island Advisory LLC | 379,043 | $16.6M | 5.48% | +8,565+2.3% | Added |
| Raymond James Financial Inc | 376,581 | $16.5M | 0.00% | −17,747−4.5% | Reduced |
| Point72 Asset Management, L.P. | 372,563 | $16.3M | 0.02% | +41,939+12.7% | Added |
| Basswood Capital Management, L.L.C. | 361,690 | $15.9M | 0.68% | +110,180+43.8% | Added |
| South Dakota Investment Council | 352,587 | $15.5M | 0.27% | −25,075−6.6% | Reduced |
| Moore Capital Management, LP | 345,408 | $15.2M | 0.34% | +345,408 | New |
| AQR Capital Management LLC | 337,278 | $14.8M | 0.01% | −674,027−66.6% | Reduced |
| California State Teachers Retirement System | 325,268 | $14.3M | 0.01% | −185,078−36.3% | Reduced |
| SEI Investments Co | 320,617 | $14.1M | 0.01% | −245,777−43.4% | Reduced |
| Susquehanna International Group, LLP | 294,892 | $12.9M | 0.01% | +186,806+172.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 288,000 | $12.6M | 0.41% | −3,100−1.1% | Reduced |
| Robeco Institutional Asset Management B.V. | 279,374 | $12.3M | 0.02% | −622,633−69.0% | Reduced |
| Hudson Bay Capital Management LP | 277,992 | $12.2M | 0.06% | +277,992 | New |
| Bridgewater Associates, LP | 261,023 | $11.5M | 0.05% | −197,393−43.1% | Reduced |
| State Board of Administration of Florida Retirement System | 260,263 | $11.4M | 0.02% | −23,410−8.3% | Reduced |
| Quantinno Capital Management LP | 258,842 | $11.4M | 0.01% | +57,521+28.6% | Added |
| Envestnet Asset Management Inc | 257,501 | $11.3M | 0.00% | −63,993−19.9% | Reduced |
| Swedbank AB | 254,765 | $11.2M | 0.01% | −251,790−49.7% | Reduced |
| Alliancebernstein L.P. | 280,808 | $10.4M | 0.00% | +3,896+1.4% | Added |
| Gillson Capital LP | 232,000 | $10.2M | 0.60% | +22,000+10.5% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 226,030 | $9.92M | 2.72% | +226,030 | New |
| Two Sigma Investments, LP | 210,911 | $9.25M | 0.01% | +147,411+232.1% | Added |
| State of Wisconsin Investment Board | 207,164 | $9.09M | 0.02% | +10,925+5.6% | Added |
| Squarepoint Ops LLC | 205,053 | $9.00M | 0.02% | +98,023+91.6% | Added |
| Barclays PLC | 195,786 | $8.59M | 0.00% | −184,327−48.5% | Reduced |
| Standard Life Aberdeen plc | 192,191 | $8.43M | 0.01% | +15,218+8.6% | Added |
| Russell Investments Group, Ltd. | 189,558 | $8.32M | 0.01% | −145,799−43.5% | Reduced |
| Great West Life Assurance Co | 184,819 | $8.11M | 0.01% | −52,877−22.2% | Reduced |
| New York Life Investment Management LLC | 183,046 | $8.03M | 0.06% | +147,561+415.8% | Added |
| Sit Investment Associates Inc | 181,975 | $7.99M | 0.15% | +10,125+5.9% | Added |