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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
Point72 Asset Management, L.P.737,000$24.0M0.12%––
Janus Henderson Group PLC765,286$25.0M0.01%––
Manufacturers Life Insurance Company, The799,442$26.1M0.02%––
Swedbank AB802,526$26.2M0.05%––
Ameriprise Financial Inc824,255$26.9M0.01%––
California State Teachers Retirement System827,404$27.0M0.04%––
Alyeska Investment Group, L.P.837,993$27.3M0.36%––
Royal Bank of Canada905,462$29.5M0.01%––
TD Asset Management Inc911,158$29.7M0.03%––
California Public Employees Retirement System912,083$29.8M0.02%––
Soapstone Management L.P.920,000$30.0M13.35%––
EJF Capital LLC921,000$30.0M2.17%––
State of Wisconsin Investment Board937,193$30.6M0.07%––
Wedge Capital Management L L P956,344$31.2M0.37%––
D. E. Shaw & Co., Inc.1,047,093$34.2M0.04%––
Credit Suisse AG1,066,587$34.8M0.03%––
Parametric Portfolio Associates LLC1,074,827$35.1M0.02%––
Clough Capital Partners L P1,102,200$36.0M2.33%––
Moore Capital Management, LP1,162,127$37.9M0.74%––
Wells Fargo & Company1,221,095$39.8M0.01%––
Bank of New York Mellon Corp1,257,616$41.0M0.01%––
Clark Capital Management Group, Inc.1,306,233$42.6M0.65%––
Deutsche Bank AG1,331,069$43.4M0.02%––
STRS Ohio1,417,093$46.2M0.17%––
Poplar Forest Capital LLC1,481,985$48.3M4.83%––
Morgan Stanley1,521,279$49.6M0.01%––
UBS Asset Management Americas Inc1,621,652$52.9M0.02%––
Sumitomo Mitsui Trust Holdings, Inc.1,890,605$61.7M0.04%––
Lord, Abbett & Co. LLC1,933,084$63.1M0.16%––
Balyasny Asset Management LLC2,010,581$65.6M0.39%––
Charles Schwab Investment Management Inc2,012,201$65.6M0.02%––
Dimensional Fund Advisors LP2,190,047$71.4M0.02%––
Epoch Investment Partners, Inc.2,377,725$77.6M0.36%––
Citadel Advisors LLC2,400,645$78.3M0.08%––
Bank of America Corp2,496,982$81.5M0.01%––
Legal & General Group Plc2,501,316$81.6M0.03%––
Neuberger Berman Group LLC2,710,965$88.3M0.08%––
Robeco Institutional Asset Management B.V.2,709,625$88.4M0.22%––
Northern Trust Corp2,778,160$90.6M0.02%––
Ci Investments Inc.2,786,946$90.9M0.38%––
FMR LLC3,092,199$100.9M0.01%––
Artemis Investment Management LLP3,355,732$109.4M1.04%––
Ensign Peak Advisors, Inc3,444,576$112.4M0.24%––
Arrowstreet Capital, Limited Partnership3,533,078$115.2M0.15%––
Goldman Sachs Group Inc3,626,648$118.3M0.04%––
Clearbridge Investments, LLC3,913,821$127.7M0.10%––
Bain Capital Public Equity Management II, LLC3,951,647$128.9M5.38%––
FIL Ltd4,311,670$140.6M0.16%––
Geode Capital Management, LLC4,524,212$147.4M0.02%––
Sessa Capital IM, L.P.4,964,439$161.9M10.99%––
Thrivent Financial for Lutherans5,612,296$183.1M0.40%––
Thornburg Investment Management Inc5,838,692$190.5M2.21%––
Viking Global Investors LPSuperinvestorViking Global Investors5,987,489$195.3M0.58%––
Nuveen Asset Management, LLC6,294,341$205.3M0.07%––
Massachusetts Financial Services Co6,837,681$223.0M0.07%––
Conifer Management, L.L.C.9,000,000$293.6M18.04%––
Hotchkis & Wiley Capital Management LLC9,249,904$301.7M0.92%––
State Street Corp10,356,001$337.8M0.02%––
Wellington Management Group LLP13,447,069$438.6M0.08%––
Invesco Ltd.16,005,698$522.1M0.14%––
Canada Pension Plan Investment Board17,999,904$587.2M0.77%––
Pzena Investment Management LLC20,053,666$654.2M2.66%––
Norges Bank21,305,586$695.0M0.16%––
BlackRock Inc.38,319,166$1.25B0.04%––
Vanguard Group Inc40,797,126$1.33B0.04%––
Price T Rowe Associates Inc53,828,225$1.76B0.18%––