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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.

Other share classesEQH.PAEQH.PC

13F holders, Q1 2021

Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2021. 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
366
No complete 13F data for Q4 2020
Shares held
411.1M
No complete 13F data for Q4 2020
Total value
$13.4B
No complete 13F data for Q4 2020

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.

Institutional holdersQ1 2021: 366 institutions
Q1 2021: 366 institutionsQ2 2021: 384 institutionsQ3 2021: 375 institutionsQ4 2021: 397 institutionsQ1 2022: 398 institutionsQ2 2022: 395 institutionsQ3 2022: 388 institutionsQ4 2022: 413 institutionsQ1 2023: 393 institutionsQ2 2023: 380 institutionsQ3 2023: 387 institutionsQ4 2023: 424 institutionsQ1 2024: 447 institutionsQ2 2024: 491 institutionsQ3 2024: 504 institutionsQ4 2024: 533 institutionsQ1 2025: 574 institutionsQ2 2025: 581 institutionsQ3 2025: 563 institutionsQ4 2025: 552 institutionsQ1 2026: 543 institutionsQ2 2026: 484 institutions
Value heldQ1 2021: $13.4B
Q1 2021: $13.4BQ2 2021: $12.6BQ3 2021: $11.9BQ4 2021: $12.6BQ1 2022: $11.6BQ2 2022: $9.61BQ3 2022: $9.69BQ4 2022: $10.4BQ1 2023: $8.93BQ2 2023: $9.35BQ3 2023: $9.46BQ4 2023: $11.0BQ1 2024: $11.9BQ2 2024: $12.5BQ3 2024: $12.6BQ4 2024: $14.2BQ1 2025: $15.5BQ2 2025: $16.6BQ3 2025: $13.9BQ4 2025: $13.4BQ1 2026: $9.73BQ2 2026: $11.6B
Institutions holding EQH and their total value by quarter
QuarterHoldersValue
Q2 2026484$11.6B
Q1 2026543$9.73B
Q4 2025552$13.4B
Q3 2025563$13.9B
Q2 2025581$16.6B
Q1 2025574$15.5B
Q4 2024533$14.2B
Q3 2024504$12.6B
Q2 2024491$12.5B
Q1 2024447$11.9B
Q4 2023424$11.0B
Q3 2023387$9.46B
Q2 2023380$9.35B
Q1 2023393$8.93B
Q4 2022413$10.4B
Q3 2022388$9.69B
Q2 2022395$9.61B
Q1 2022398$11.6B
Q4 2021397$12.6B
Q3 2021375$11.9B
Q2 2021384$12.6B
Q1 2021366$13.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EQH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Raymond James Trust N.A.10,671$349.0K0.01%––
First Republic Investment Management, Inc.11,154$364.0K0.00%––
Rothschild Investment Corp11,425$373.0K0.03%––
Pacific Global Investment Management CO11,996$391.0K0.08%––
Bessemer Group Inc12,354$403.0K0.00%––
Oppenheimer & Co Inc12,434$405.0K0.01%––
Brown Advisory Inc12,425$405.0K0.00%––
World Asset Management Inc11,956$409.0K0.04%––
M&T Bank Corp12,696$414.0K0.00%––
Mirae Asset Global Investments Co., Ltd.13,335$435.0K0.00%––
Tributary Capital Management, LLC13,500$440.0K0.03%––
JustInvest LLC13,682$446.0K0.07%––
IBM Retirement Fund13,732$448.0K0.03%––
Rodgers Brothers Inc.14,500$473.0K0.10%––
Natixis15,398$502.0K0.00%––
Golden Green, Inc.15,529$507.0K0.44%––
HighTower Advisors, LLC15,738$509.0K0.00%––
CIBC Asset Management Inc16,875$550.0K0.00%––
Amalgamated Bank17,003$555.0K0.02%––
Greenleaf Trust17,352$566.0K0.01%––
Kestra Advisory Services, LLC17,549$572.0K0.01%––
MidWestOne Financial Group, Inc.17,825$581.0K0.14%––
Atom Investors LP17,903$584.0K0.11%––
Daiwa Securities Group Inc.19,484$636.0K0.00%––
Csenge Advisory Group19,239$640.0K0.07%––
Guggenheim Capital LLC19,674$642.0K0.00%––
Abacus Planning Group, Inc.19,979$652.0K0.21%––
BP PLC20,308$662.0K0.02%––
ClariVest Asset Management LLC20,672$674.0K0.02%––
Two Sigma Advisers, LP21,400$698.0K0.00%––
LPL Financial LLC21,774$710.0K0.00%––
Rockefeller Capital Management L.P.22,372$729.0K0.00%––
New York Life Investments Alternatives22,744$742.0K0.52%––
Maven Securities LTD23,118$750.0K0.07%––
Nomura Holdings Inc23,200$757.0K0.01%––
Tower Research Capital LLC (TRC)23,434$764.0K0.01%––
Federation des caisses Desjardins du Quebec23,956$781.9K0.01%––
Nordea Investment Management AB24,005$783.0K0.00%––
Sumitomo Mitsui DS Asset Management Company, Ltd24,413$796.0K0.02%––
Seven Eight Capital, LP31,200$798.0K0.18%––
Wiley Bros.-Aintree Capital, LLC24,303$803.0K0.58%––
Advisor Group Holdings, Inc.25,002$817.0K0.00%––
Paloma Partners Management Co25,900$845.0K0.02%––
Nisa Investment Advisors, LLC26,100$851.0K0.01%––
American Century Companies Inc26,514$865.0K0.00%––
Redwood Investment Management, LLC26,688$871.0K0.17%––
Gabelli Funds LLC27,000$881.0K0.01%––
Icon Advisers Inc27,400$894.0K0.14%––
Cubist Systematic Strategies, LLC27,842$908.0K0.01%––
Boston Private Wealth LLC27,854$908.0K0.01%––
Prelude Capital Management, LLC28,310$923.0K0.06%––
Optimal Asset Management, Inc.28,434$928.0K0.12%––
Elo Mutual Pension Insurance Co28,873$942.0K0.03%––
D.A. Davidson & Co.29,882$975.0K0.01%––
Origin Asset Management LLP30,000$979.0K0.10%––
Caxton Associates LP30,356$990.0K0.10%––
Maryland State Retirement & Pension System30,750$1.00M0.03%––
Franklin Resources Inc30,912$1.01M0.00%––
Gyon Technologies Capital Management, LP31,198$1.02M0.44%––
Ruane, Cunniff & Goldfarb L.P.31,259$1.02M0.01%––
Macquarie Group Ltd32,165$1.05M0.00%––
ProShare Advisors LLC32,500$1.06M0.00%––
AMG National Trust Bank33,891$1.11M0.04%––
Junson Asset Management (Hong Kong) Ltd33,750$1.12M0.47%––
DnB Asset Management AS34,534$1.13M0.01%––
Twinbeech Capital LP34,800$1.14M0.17%––
Bank of Montreal37,437$1.25M0.00%––
Engineers Gate Manager LP38,600$1.26M0.06%––
DekaBank Deutsche Girozentrale39,639$1.27M0.00%––
KBC Group NV39,654$1.29M0.01%––
Boothbay Fund Management, LLC40,289$1.31M0.07%––
Legacy Wealth Management, LLC40,635$1.33M0.80%––
Diametric Capital, LP43,608$1.42M1.09%––
Nissay Asset Management Corp44,013$1.44M0.01%––
Winton Group Ltd44,180$1.44M0.08%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.47,181$1.54M0.01%––
Principal Financial Group Inc47,442$1.55M0.00%––
FJ Capital Management LLC48,900$1.60M0.13%––
Squarepoint Ops LLC49,200$1.60M0.01%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH50,298$1.64M0.16%––
B. Metzler seel. Sohn & Co. Holding AG50,345$1.64M0.03%––
IFM Investors Pty Ltd52,445$1.71M0.05%––
Voya Investment Management LLC57,013$1.86M0.00%––
Toronto Dominion Bank57,526$1.88M0.00%––
Public Employees Retirement Association of Colorado57,989$1.89M0.01%––
Brant Point Investment Management LLC60,000$1.96M0.35%––
Comerica Bank59,753$2.03M0.01%––
Balasa Dinverno & Foltz LLC63,771$2.08M0.17%––
British Columbia Investment Management Corp65,649$2.14M0.02%––
Handelsbanken Fonder AB66,800$2.18M0.01%––
TD Private Client Wealth LLC68,667$2.24M0.10%––
Livforsakringsbolaget Skandia, Omsesidigt69,900$2.28M0.16%––
Federated Hermes, Inc.70,343$2.29M0.00%––
Quantitative Systematic Strategies LLC70,667$2.31M0.36%––
Capitolis Advisors LLC74,445$2.43M0.04%––
Vident Investment Advisory, LLC74,655$2.44M0.08%––
Kendall Capital Management76,299$2.49M1.54%––
Utah Retirement Systems76,938$2.51M0.03%––
Gulf International Bank (UK) Ltd77,820$2.54M0.04%––
Nomura Asset Management Co Ltd83,743$2.73M0.02%––