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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: 490 institutionsQ3 2024: 503 institutionsQ4 2024: 532 institutionsQ1 2025: 573 institutionsQ2 2025: 580 institutionsQ3 2025: 562 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 2025562$13.9B
Q2 2025580$16.6B
Q1 2025573$15.5B
Q4 2024532$14.2B
Q3 2024503$12.6B
Q2 2024490$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
Healthcare of Ontario Pension Plan Trust Fund315,681$10.3M0.03%––
SEI Investments Co335,158$10.0M0.03%––
Zurcher Kantonalbank (Zurich Cantonalbank)305,214$9.96M0.06%––
Hudson Bay Capital Management LP300,000$9.79M0.14%––
BlueMar Capital Management, LLC292,549$9.54M2.06%––
Oppenheimer Asset Management Inc.278,993$9.10M0.14%––
Eagle Asset Management Inc266,165$8.79M0.04%––
Victory Capital Management Inc262,735$8.57M0.01%––
Schroder Investment Management Group253,211$8.26M0.01%––
Caisse de Depot Et Placement du Quebec251,124$8.19M0.02%––
LSV Asset Management251,100$8.19M0.01%––
Public Employees Retirement System of Ohio248,466$8.11M0.03%––
Mitsubishi UFJ Trust & Banking Corp250,769$8.04M0.02%––
Strycker View Capital LLC239,745$7.82M6.20%––
State of New Jersey Common Pension Fund D239,698$7.82M0.03%––
Alliancebernstein L.P.237,749$7.75M0.00%––
Storebrand Asset Management AS229,294$7.48M0.04%––
Putnam Investments LLC226,943$7.40M0.01%––
Tdam USA Inc.226,564$7.39M0.45%––
Callodine Capital Management, LP215,000$7.01M3.04%––
Keeley-Teton Advisors, LLC211,385$6.89M0.72%––
Barometer Capital Management Inc.208,560$6.80M1.14%––
Philadelphia Financial Management of San Francisco, LLC204,033$6.66M2.02%––
Point72 Europe (London) LLP202,700$6.61M5.36%––
Rafferty Asset Management, LLC202,253$6.60M0.05%––
Adage Capital Partners GP, L.L.C.200,000$6.52M0.01%––
Hyperion Capital Advisors LP200,000$6.52M2.11%––
Prudential Financial Inc197,481$6.44M0.01%––
Panagora Asset Management Inc194,299$6.34M0.04%––
Asset Management One Co.,Ltd.188,186$6.14M0.02%––
Prana Capital Management, LP183,667$5.99M0.49%––
Korea Investment CORP181,500$5.92M0.02%––
Achmea Investment Management B.V.180,658$5.89M0.21%––
Foster & Motley Inc174,121$5.68M0.51%––
Fjarde Ap-Fonden /Fourth Swedish National Pension Fund170,397$5.56M0.05%––
Oliver Luxxe Assets LLC170,058$5.55M1.66%––
NN Investment Partners Holdings N.V.169,697$5.54M0.03%––
Pictet Asset Management Ltd168,951$5.51M0.01%––
Royal London Asset Management Ltd163,011$5.32M0.02%––
First National Bank of Omaha161,170$5.26M0.27%––
Voloridge Investment Management, LLC158,922$5.18M0.04%––
Full18 Capital LLC209,135$5.18M2.52%––
Natixis Advisors, L.P.158,160$5.16M0.03%––
Man Group plc155,503$5.07M0.02%––
Crestline Management, LP151,636$4.95M0.63%––
Cinctive Capital Management LP147,395$4.81M0.31%––
Treasurer of the State of North Carolina147,199$4.80M0.03%––
Interval Partners, LP146,136$4.77M0.31%––
Teacher Retirement System of Texas144,109$4.70M0.03%––
Allianz Asset Management GmbH142,547$4.65M0.00%––
Chilton Investment Co LLC141,043$4.60M0.13%––
Oregon Public Employees Retirement Fund137,306$4.48M0.05%––
Bridgewater Associates, LP134,794$4.40M0.04%––
Aviva PLC131,933$4.30M0.02%––
Virginia Retirement Systems Et Al124,900$4.07M0.04%––
Alaska Permanent Fund Corp120,500$3.93M0.07%––
Employees Retirement System of Texas119,991$3.91M0.05%––
HSBC Holdings PLC119,303$3.89M0.01%––
MUFG Securities EMEA plc119,000$3.88M0.03%––
Arizona State Retirement System115,392$3.76M0.03%––
Skandinaviska Enskilda Banken AB (publ)106,543$3.48M0.02%––
Stifel Financial Corp99,468$3.25M0.01%––
HRT Financial LP98,319$3.21M0.03%––
Mercer Global Advisors Inc95,191$3.10M0.03%––
Standard Life Aberdeen plc94,575$3.08M0.01%––
Marshall Wace, LLP85,761$2.80M0.01%––
Nomura Asset Management Co Ltd83,743$2.73M0.02%––
Gulf International Bank (UK) Ltd77,820$2.54M0.04%––
Utah Retirement Systems76,938$2.51M0.03%––
Kendall Capital Management76,299$2.49M1.54%––
Vident Investment Advisory, LLC74,655$2.44M0.08%––
Capitolis Advisors LLC74,445$2.43M0.04%––
Quantitative Systematic Strategies LLC70,667$2.31M0.36%––
Federated Hermes, Inc.70,343$2.29M0.00%––
Livforsakringsbolaget Skandia, Omsesidigt69,900$2.28M0.16%––
TD Private Client Wealth LLC68,667$2.24M0.10%––
Handelsbanken Fonder AB66,800$2.18M0.01%––
British Columbia Investment Management Corp65,649$2.14M0.02%––
Balasa Dinverno & Foltz LLC63,771$2.08M0.17%––
Comerica Bank59,753$2.03M0.01%––
Brant Point Investment Management LLC60,000$1.96M0.35%––
Public Employees Retirement Association of Colorado57,989$1.89M0.01%––
Toronto Dominion Bank57,526$1.88M0.00%––
Voya Investment Management LLC57,013$1.86M0.00%––
IFM Investors Pty Ltd52,445$1.71M0.05%––
B. Metzler seel. Sohn & Co. Holding AG50,345$1.64M0.03%––
MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH50,298$1.64M0.16%––
Squarepoint Ops LLC49,200$1.60M0.01%––
FJ Capital Management LLC48,900$1.60M0.13%––
Principal Financial Group Inc47,442$1.55M0.00%––
BNP PARIBAS ASSET MANAGEMENT Holding S.A.47,181$1.54M0.01%––
Winton Group Ltd44,180$1.44M0.08%––
Nissay Asset Management Corp44,013$1.44M0.01%––
Diametric Capital, LP43,608$1.42M1.09%––
Legacy Wealth Management, LLC40,635$1.33M0.80%––
Boothbay Fund Management, LLC40,289$1.31M0.07%––
KBC Group NV39,654$1.29M0.01%––
DekaBank Deutsche Girozentrale39,639$1.27M0.00%––
Engineers Gate Manager LP38,600$1.26M0.06%––
Bank of Montreal37,437$1.25M0.00%––