Skip to main content

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
Twinbeech Capital LP34,800$1.14M0.17%––
DnB Asset Management AS34,534$1.13M0.01%––
Junson Asset Management (Hong Kong) Ltd33,750$1.12M0.47%––
AMG National Trust Bank33,891$1.11M0.04%––
ProShare Advisors LLC32,500$1.06M0.00%––
Macquarie Group Ltd32,165$1.05M0.00%––
Ruane, Cunniff & Goldfarb L.P.31,259$1.02M0.01%––
Gyon Technologies Capital Management, LP31,198$1.02M0.44%––
Franklin Resources Inc30,912$1.01M0.00%––
Maryland State Retirement & Pension System30,750$1.00M0.03%––
Caxton Associates LP30,356$990.0K0.10%––
Origin Asset Management LLP30,000$979.0K0.10%––
D.A. Davidson & Co.29,882$975.0K0.01%––
Elo Mutual Pension Insurance Co28,873$942.0K0.03%––
Optimal Asset Management, Inc.28,434$928.0K0.12%––
Prelude Capital Management, LLC28,310$923.0K0.06%––
Cubist Systematic Strategies, LLC27,842$908.0K0.01%––
Boston Private Wealth LLC27,854$908.0K0.01%––
Icon Advisers Inc27,400$894.0K0.14%––
Gabelli Funds LLC27,000$881.0K0.01%––
Redwood Investment Management, LLC26,688$871.0K0.17%––
American Century Companies Inc26,514$865.0K0.00%––
Nisa Investment Advisors, LLC26,100$851.0K0.01%––
Paloma Partners Management Co25,900$845.0K0.02%––
Advisor Group Holdings, Inc.25,002$817.0K0.00%––
Wiley Bros.-Aintree Capital, LLC24,303$803.0K0.58%––
Seven Eight Capital, LP31,200$798.0K0.18%––
Sumitomo Mitsui DS Asset Management Company, Ltd24,413$796.0K0.02%––
Nordea Investment Management AB24,005$783.0K0.00%––
Federation des caisses Desjardins du Quebec23,956$781.9K0.01%––
Tower Research Capital LLC (TRC)23,434$764.0K0.01%––
Nomura Holdings Inc23,200$757.0K0.01%––
Maven Securities LTD23,118$750.0K0.07%––
New York Life Investments Alternatives22,744$742.0K0.52%––
Rockefeller Capital Management L.P.22,372$729.0K0.00%––
LPL Financial LLC21,774$710.0K0.00%––
Two Sigma Advisers, LP21,400$698.0K0.00%––
ClariVest Asset Management LLC20,672$674.0K0.02%––
BP PLC20,308$662.0K0.02%––
Abacus Planning Group, Inc.19,979$652.0K0.21%––
Guggenheim Capital LLC19,674$642.0K0.00%––
Csenge Advisory Group19,239$640.0K0.07%––
Daiwa Securities Group Inc.19,484$636.0K0.00%––
Atom Investors LP17,903$584.0K0.11%––
MidWestOne Financial Group, Inc.17,825$581.0K0.14%––
Kestra Advisory Services, LLC17,549$572.0K0.01%––
Greenleaf Trust17,352$566.0K0.01%––
Amalgamated Bank17,003$555.0K0.02%––
CIBC Asset Management Inc16,875$550.0K0.00%––
HighTower Advisors, LLC15,738$509.0K0.00%––
Golden Green, Inc.15,529$507.0K0.44%––
Natixis15,398$502.0K0.00%––
Rodgers Brothers Inc.14,500$473.0K0.10%––
IBM Retirement Fund13,732$448.0K0.03%––
JustInvest LLC13,682$446.0K0.07%––
Tributary Capital Management, LLC13,500$440.0K0.03%––
Mirae Asset Global Investments Co., Ltd.13,335$435.0K0.00%––
M&T Bank Corp12,696$414.0K0.00%––
World Asset Management Inc11,956$409.0K0.04%––
Oppenheimer & Co Inc12,434$405.0K0.01%––
Brown Advisory Inc12,425$405.0K0.00%––
Bessemer Group Inc12,354$403.0K0.00%––
Pacific Global Investment Management CO11,996$391.0K0.08%––
Rothschild Investment Corp11,425$373.0K0.03%––
First Republic Investment Management, Inc.11,154$364.0K0.00%––
Raymond James Trust N.A.10,671$349.0K0.01%––
Arden Trust Co10,587$345.0K0.06%––
Stephens Inc10,428$340.0K0.01%––
Allstate Corp10,282$335.0K0.01%––
44 Wealth Management LLC10,190$332.0K0.14%––
Pitcairn Co9,931$324.0K0.02%––
Lombard Odier Asset Management (Switzerland) SA9,871$322.0K0.02%––
Independent Financial Group, LLC9,552$311.6K0.04%––
Kingsview Wealth Management, LLC9,435$311.0K0.02%––
Point72 Hong Kong Ltd9,325$304.0K0.02%––
Candriam Luxembourg S.C.A.12,310$303.0K0.00%––
Equitable Holdings, Inc.8,991$293.0K0.01%––
State of Michigan Retirement System8,800$287.0K0.00%––
The PNC Financial Services Group, Inc.8,680$283.0K0.00%––
Jane Street Group, LLC8,383$273.0K0.00%––
Level Four Advisory Services, LLC8,304$271.0K0.02%––
Verdence Capital Advisors LLC8,281$270.0K0.05%––
MML Investors Services, LLC8,182$267.0K0.00%––
US Bancorp8,131$266.0K0.00%––
Metropolitan Life Insurance Co8,128$265.1K0.00%––
Longfellow Investment Management Co LLC8,016$262.0K0.03%––
Intersect Capital LLC7,832$255.0K0.05%––
Corient Capital Partners, LLC7,771$253.0K0.02%––
Interchange Capital Partners, LLC4,451$231.0K0.13%––
Vestmark Advisory Solutions, Inc.6,977$228.0K0.02%––
Park Avenue Securities LLC6,916$226.0K0.01%––
Sowell Financial Services LLC6,411$225.0K0.01%––
Ameritas Investment Company, LLC6,759$220.5K0.02%––
Parallax Volatility Advisers, L.P.6,721$219.0K0.00%––
Symmetry Partners, LLC6,605$215.0K0.02%––
Barings LLC6,503$212.0K0.01%––
Tudor Investment Corp Et Al6,487$212.0K0.00%––
Kestra Private Wealth Services, LLC6,366$208.0K0.01%––
Virtu Financial LLC6,312$206.0K0.01%––
Private Advisor Group, LLC6,257$204.0K0.00%––