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 2021
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 384
- +19 vs. Q1 2021
- Shares held
- 413.8M
- +3.16M (+0.8%) vs. Q1 2021
- Total value
- $12.6B
- −$794.6M (−5.9%) vs. Q1 2021
- New holders
- 59
- 136 more added
- Sold out
- 40
- 143 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: 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 | $13.9B |
| Q2 2025 | 581 | $16.6B |
| Q1 2025 | 574 | $15.5B |
| Q4 2024 | 533 | $14.2B |
| Q3 2024 | 504 | $12.6B |
| Q2 2024 | 491 | $12.5B |
| Q1 2024 | 447 | $11.9B |
| Q4 2023 | 424 | $11.0B |
| Q3 2023 | 387 | $9.46B |
| Q2 2023 | 380 | $9.35B |
| Q1 2023 | 393 | $8.93B |
| Q4 2022 | 413 | $10.4B |
| Q3 2022 | 388 | $9.69B |
| 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 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 51,267,597 | $1.56B | 0.14% | −2,560,628−4.8% | Reduced |
| Vanguard Group Inc | 39,812,647 | $1.21B | 0.03% | −984,479−2.4% | Reduced |
| BlackRock Inc. | 37,528,640 | $1.14B | 0.03% | −790,526−2.1% | Reduced |
| Norges Bank | 20,638,468 | $628.4M | 0.14% | −667,118−3.1% | Reduced |
| Pzena Investment Management LLC | 20,404,949 | $621.3M | 2.42% | +351,283+1.8% | Added |
| Canada Pension Plan Investment Board | 17,999,904 | $548.1M | 0.66% | 00.0% | Unchanged |
| Invesco Ltd. | 15,921,095 | $484.8M | 0.12% | −84,603−0.5% | Reduced |
| Wellington Management Group LLP | 15,782,002 | $480.6M | 0.08% | +2,334,933+17.4% | Added |
| State Street Corp | 10,608,472 | $323.0M | 0.02% | +252,471+2.4% | Added |
| Conifer Management, L.L.C. | 8,323,777 | $253.5M | 17.10% | −676,223−7.5% | Reduced |
| Nuveen Asset Management, LLC | 6,661,202 | $202.8M | 0.06% | +366,861+5.8% | Added |
| Massachusetts Financial Services Co | 6,546,188 | $199.3M | 0.06% | −291,493−4.3% | Reduced |
| Thrivent Financial for Lutherans | 5,778,498 | $176.0M | 0.36% | +166,202+3.0% | Added |
| Thornburg Investment Management Inc | 5,664,660 | $172.5M | 1.98% | −174,032−3.0% | Reduced |
| Geode Capital Management, LLC | 4,744,612 | $144.2M | 0.02% | +220,400+4.9% | Added |
| Sessa Capital IM, L.P. | 4,638,521 | $141.2M | 7.71% | −325,918−6.6% | Reduced |
| Neuberger Berman Group LLC | 4,595,236 | $139.7M | 0.12% | +1,884,271+69.5% | Added |
| FMR LLC | 4,478,840 | $136.4M | 0.01% | +1,386,641+44.8% | Added |
| FIL Ltd | 4,227,217 | $128.7M | 0.14% | −84,453−2.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 4,219,569 | $128.5M | 0.39% | −5,030,335−54.4% | Reduced |
| Clearbridge Investments, LLC | 3,932,783 | $119.8M | 0.08% | +18,962+0.5% | Added |
| Citadel Advisors LLC | 3,805,511 | $115.9M | 0.12% | +1,404,866+58.5% | Added |
| Ci Investments Inc. | 3,725,884 | $113.5M | 0.42% | +938,938+33.7% | Added |
| Bain Capital Public Equity Management II, LLC | 3,424,313 | $104.3M | 4.47% | −527,334−13.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,373,971 | $102.7M | 0.13% | −159,107−4.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,183,643 | $96.9M | 0.20% | −260,933−7.6% | Reduced |
| Franklin Resources Inc | 3,104,050 | $94.5M | 0.04% | +3,073,138+9,941.6% | Added |
| Bank of New York Mellon Corp | 2,921,618 | $89.0M | 0.02% | +1,664,002+132.3% | Added |
| Owl Creek Asset Management, L.P. | 2,837,409 | $86.4M | 4.07% | +2,837,409 | New |
| Lord, Abbett & Co. LLC | 2,758,081 | $84.0M | 0.20% | +824,997+42.7% | Added |
| Bank of America Corp | 2,747,091 | $83.7M | 0.01% | +250,109+10.0% | Added |
| D. E. Shaw & Co., Inc. | 2,596,303 | $79.1M | 0.09% | +1,549,210+148.0% | Added |
| Northern Trust Corp | 2,510,076 | $76.4M | 0.01% | −268,084−9.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,472,764 | $75.3M | 0.17% | −236,861−8.7% | Reduced |
| Morgan Stanley | 2,383,749 | $72.6M | 0.01% | +862,470+56.7% | Added |
| Legal & General Group Plc | 2,326,128 | $70.8M | 0.02% | −175,188−7.0% | Reduced |
| Artemis Investment Management LLP | 2,270,937 | $69.2M | 0.60% | −1,084,795−32.3% | Reduced |
| Dimensional Fund Advisors LP | 2,225,289 | $67.7M | 0.02% | +35,242+1.6% | Added |
| Charles Schwab Investment Management Inc | 2,009,036 | $61.2M | 0.02% | −3,165−0.2% | Reduced |
| Point72 Asset Management, L.P. | 1,813,500 | $55.2M | 0.28% | +1,076,500+146.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,807,970 | $55.1M | 0.03% | −82,635−4.4% | Reduced |
| Balyasny Asset Management LLC | 1,711,555 | $52.1M | 0.29% | −299,026−14.9% | Reduced |
| Renaissance Technologies LLC | 1,656,200 | $50.4M | 0.06% | +1,656,200 | New |
| GMT Capital Corp | 1,463,500 | $44.6M | 3.33% | +1,070,300+272.2% | Added |
| Poplar Forest Capital LLC | 1,415,423 | $43.1M | 4.23% | −66,562−4.5% | Reduced |
| UBS Asset Management Americas Inc | 1,339,599 | $40.8M | 0.02% | −282,053−17.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,320,212 | $40.2M | 0.56% | +13,979+1.1% | Added |
| Goldman Sachs Group Inc | 1,293,516 | $39.4M | 0.01% | −2,333,132−64.3% | Reduced |
| Assenagon Asset Management S.A. | 1,281,917 | $39.0M | 0.17% | +1,281,917 | New |
| Moore Capital Management, LP | 1,180,120 | $35.9M | 0.66% | +17,993+1.5% | Added |
| Millennium Management LLC | 1,169,351 | $35.6M | 0.05% | +796,361+213.5% | Added |
| Soapstone Management L.P. | 1,125,000 | $34.3M | 13.75% | +205,000+22.3% | Added |
| Clough Capital Partners L P | 1,098,600 | $33.5M | 1.88% | −3,600−0.3% | Reduced |
| Parametric Portfolio Associates LLC | 1,051,186 | $32.0M | 0.02% | −23,641−2.2% | Reduced |
| Wedge Capital Management L L P | 1,043,645 | $31.8M | 0.39% | +87,301+9.1% | Added |
| Epoch Investment Partners, Inc. | 1,033,501 | $31.5M | 0.17% | −1,344,224−56.5% | Reduced |
| STRS Ohio | 1,009,613 | $30.7M | 0.11% | −407,480−28.8% | Reduced |
| Janus Henderson Group PLC | 968,953 | $29.5M | 0.01% | +203,667+26.6% | Added |
| Thompson Siegel & Walmsley LLC | 960,820 | $29.3M | 0.40% | +370,322+62.7% | Added |
| State of Wisconsin Investment Board | 948,861 | $28.9M | 0.06% | +11,668+1.2% | Added |
| Schonfeld Strategic Advisors LLC | 918,247 | $28.0M | 0.31% | +458,771+99.8% | Added |
| Alyeska Investment Group, L.P. | 917,715 | $27.9M | 0.32% | +79,722+9.5% | Added |
| California Public Employees Retirement System | 864,910 | $26.3M | 0.02% | −47,173−5.2% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 840,072 | $25.6M | 0.06% | +524,391+166.1% | Added |
| Wells Fargo & Company | 838,386 | $25.5M | 0.01% | −382,709−31.3% | Reduced |
| Swedbank AB | 802,071 | $24.4M | 0.05% | −455−0.1% | Reduced |
| Ameriprise Financial Inc | 794,727 | $24.2M | 0.01% | −29,528−3.6% | Reduced |
| Lazard Asset Management LLC | 759,721 | $23.1M | 0.03% | +184,488+32.1% | Added |
| Storebrand Asset Management AS | 734,391 | $22.4M | 0.11% | +505,097+220.3% | Added |
| Manufacturers Life Insurance Company, The | 709,476 | $21.6M | 0.02% | −89,966−11.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 701,327 | $21.4M | 0.42% | +154,171+28.2% | Added |
| Deutsche Bank AG | 699,607 | $21.3M | 0.01% | −631,462−47.4% | Reduced |
| California State Teachers Retirement System | 688,129 | $21.0M | 0.03% | −139,275−16.8% | Reduced |
| Gillson Capital LP | 652,610 | $19.9M | 1.86% | +169,636+35.1% | Added |
| Algebris (UK) Ltd | 646,859 | $19.7M | 10.93% | +31,685+5.2% | Added |
| EJF Capital LLC | 635,327 | $19.3M | 1.74% | −285,673−31.0% | Reduced |
| APG Asset Management N.V. | 691,510 | $17.8M | 0.03% | −11,100−1.6% | Reduced |
| Credit Suisse AG | 587,080 | $17.6M | 0.01% | −479,507−45.0% | Reduced |
| Amundi | 576,577 | $17.6M | 0.01% | +576,577 | New |
| Two Sigma Investments, LP | 571,264 | $17.4M | 0.05% | +76,071+15.4% | Added |
| State Board of Administration of Florida Retirement System | 527,355 | $16.1M | 0.03% | −3,740−0.7% | Reduced |
| Steamboat Capital Partners, LLC | 494,861 | $15.1M | 3.88% | +94,861+23.7% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 493,403 | $15.0M | 0.08% | +138,785+39.1% | Added |
| NFJ Investment Group, LLC | 490,806 | $14.9M | 0.28% | +490,806 | New |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 488,871 | $14.9M | 0.27% | +31,000+6.8% | Added |
| New York State Common Retirement Fund | 465,533 | $14.2M | 0.01% | −17,478−3.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 461,904 | $14.1M | 4.20% | +257,871+126.4% | Added |
| Putnam Investments LLC | 460,889 | $14.0M | 0.02% | +233,946+103.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 441,874 | $13.5M | 0.07% | +136,660+44.8% | Added |
| Hudson Bay Capital Management LP | 425,000 | $12.9M | 0.16% | +125,000+41.7% | Added |
| Great West Life Assurance Co | 406,461 | $12.4M | 0.03% | −31,481−7.2% | Reduced |
| Citigroup Inc | 404,409 | $12.3M | 0.01% | −174,789−30.2% | Reduced |
| JPMorgan Chase & Co | 401,759 | $12.2M | 0.00% | +23,465+6.2% | Added |
| Envestnet Asset Management Inc | 401,120 | $12.2M | 0.01% | −74,064−15.6% | Reduced |
| Russell Investments Group, Ltd. | 397,549 | $12.1M | 0.02% | −232,319−36.9% | Reduced |
| Brandywine Global Investment Management, LLC | 382,772 | $11.7M | 0.09% | −16,268−4.1% | Reduced |
| Man Group plc | 376,341 | $11.5M | 0.04% | +220,838+142.0% | Added |
| First Trust Advisors LP | 370,508 | $11.3M | 0.01% | −81,893−18.1% | Reduced |
| Royce & Associates LP | 353,420 | $10.8M | 0.07% | −186,366−34.5% | Reduced |
| Raymond James & Associates | 345,462 | $10.5M | 0.01% | +11,216+3.4% | Added |