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 |
|---|---|---|---|---|---|
| Stephens Inc | 10,382 | $316.0K | 0.00% | −46−0.4% | Reduced |
| Allstate Corp | 10,384 | $316.0K | 0.01% | +102+1.0% | Added |
| Signaturefd, LLC | 10,565 | $322.0K | 0.01% | +4,516+74.7% | Added |
| FDx Advisors, Inc. | 10,738 | $327.0K | 0.01% | +10,738 | New |
| IBM Retirement Fund | 10,886 | $331.0K | 0.03% | −2,846−20.7% | Reduced |
| Verdence Capital Advisors LLC | 10,908 | $332.0K | 0.05% | +2,627+31.7% | Added |
| Cipher Capital LP | 11,247 | $342.0K | 0.19% | +11,247 | New |
| Raymond James Trust N.A. | 11,318 | $345.0K | 0.01% | +647+6.1% | Added |
| Rothschild Investment Corp | 11,425 | $348.0K | 0.03% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 11,706 | $356.0K | 0.07% | −290−2.4% | Reduced |
| MidWestOne Financial Group, Inc. | 11,787 | $359.0K | 0.08% | −6,038−33.9% | Reduced |
| Occudo Quantitative Strategies LP | 11,857 | $361.0K | 0.06% | +11,857 | New |
| Kingsview Wealth Management, LLC | 11,785 | $364.0K | 0.02% | +2,350+24.9% | Added |
| M&T Bank Corp | 12,306 | $374.0K | 0.00% | −390−3.1% | Reduced |
| Brown Advisory Inc | 12,425 | $378.0K | 0.00% | 00.0% | Unchanged |
| BP PLC | 12,956 | $394.0K | 0.02% | −7,352−36.2% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 12,962 | $395.0K | 0.00% | −373−2.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,033 | $397.0K | 0.04% | +13,033 | New |
| Rodgers Brothers Inc. | 14,300 | $435.0K | 0.08% | −200−1.4% | Reduced |
| Tower Research Capital LLC (TRC) | 15,148 | $462.0K | 0.01% | −8,286−35.4% | Reduced |
| Golden Green, Inc. | 15,578 | $474.0K | 0.36% | +49+0.3% | Added |
| Abacus Planning Group, Inc. | 15,588 | $475.0K | 0.15% | −4,391−22.0% | Reduced |
| Kestra Advisory Services, LLC | 15,597 | $475.0K | 0.01% | −1,952−11.1% | Reduced |
| AGF Investments LLC | 15,858 | $483.0K | 0.05% | +15,782+20,765.8% | Added |
| CIBC World Markets Inc. | 16,235 | $494.0K | 0.00% | +16,235 | New |
| First Republic Investment Management, Inc. | 16,474 | $502.0K | 0.00% | +5,320+47.7% | Added |
| CIBC Asset Management Inc | 16,901 | $515.0K | 0.00% | +26+0.2% | Added |
| Greenleaf Trust | 17,352 | $528.0K | 0.01% | 00.0% | Unchanged |
| Winton Group Ltd | 17,730 | $540.0K | 0.03% | −26,450−59.9% | Reduced |
| M Holdings Securities, Inc. | 18,369 | $559.0K | 0.05% | +18,369 | New |
| Point72 Hong Kong Ltd | 18,412 | $561.0K | 0.04% | +9,087+97.4% | Added |
| Csenge Advisory Group | 18,561 | $574.0K | 0.05% | −678−3.5% | Reduced |
| Quantitative Systematic Strategies LLC | 19,038 | $580.0K | 0.20% | −51,629−73.1% | Reduced |
| Sciencast Management LP | 19,910 | $587.0K | 0.12% | +19,910 | New |
| Daiwa Securities Group Inc. | 19,484 | $593.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20,581 | $627.0K | 0.02% | −91−0.4% | Reduced |
| Rockefeller Capital Management L.P. | 21,927 | $667.0K | 0.00% | −445−2.0% | Reduced |
| Barings LLC | 22,907 | $697.0K | 0.02% | +16,404+252.3% | Added |
| Gabelli Funds LLC | 23,000 | $700.0K | 0.00% | −4,000−14.8% | Reduced |
| Nisa Investment Advisors, LLC | 23,400 | $713.0K | 0.00% | −2,700−10.3% | Reduced |
| Advisor Group Holdings, Inc. | 23,840 | $726.0K | 0.00% | −1,162−4.6% | Reduced |
| Kemnay Advisory Services Inc. | 23,882 | $727.0K | 0.09% | +23,882 | New |
| SG Americas Securities, LLC | 23,916 | $728.0K | 0.00% | +19,688+465.7% | Added |
| Nordea Investment Management AB | 24,005 | $731.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,313 | $740.0K | 0.02% | −100−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 24,443 | $743.4K | 0.01% | +487+2.0% | Added |
| LPL Financial LLC | 24,953 | $760.0K | 0.00% | +3,179+14.6% | Added |
| Jennison Associates LLC | 25,361 | $772.0K | 0.00% | +25,361 | New |
| Macquarie Group Ltd | 25,898 | $788.0K | 0.00% | −6,267−19.5% | Reduced |
| Mercer Global Advisors Inc | 25,997 | $792.0K | 0.01% | −69,194−72.7% | Reduced |
| Maryland State Retirement & Pension System | 27,357 | $810.0K | 0.03% | −3,393−11.0% | Reduced |
| Icon Advisers Inc | 27,400 | $834.0K | 0.14% | 00.0% | Unchanged |
| Barometer Capital Management Inc. | 27,664 | $837.8K | 0.16% | −180,896−86.7% | Reduced |
| New York Life Investments Alternatives | 27,685 | $843.0K | 0.57% | +4,941+21.7% | Added |
| Boston Private Wealth LLC | 27,831 | $848.0K | 0.01% | −23−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,364 | $864.0K | 0.56% | +4,061+16.7% | Added |
| Elo Mutual Pension Insurance Co | 28,410 | $865.0K | 0.03% | −463−1.6% | Reduced |
| Optimal Asset Management, Inc. | 28,434 | $866.0K | 0.10% | 00.0% | Unchanged |
| Origin Asset Management LLP | 30,000 | $914.0K | 0.10% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 30,083 | $916.0K | 0.05% | +1,773+6.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 30,459 | $927.0K | 0.01% | −800−2.6% | Reduced |
| Echo Street Capital Management LLC | 31,120 | $948.0K | 0.01% | +31,120 | New |
| ProShare Advisors LLC | 33,028 | $1.01M | 0.00% | +528+1.6% | Added |
| AMG National Trust Bank | 33,955 | $1.03M | 0.03% | +64+0.2% | Added |
| D.A. Davidson & Co. | 34,455 | $1.05M | 0.01% | +4,573+15.3% | Added |
| Ergoteles LLC | 35,260 | $1.07M | 0.02% | +35,260 | New |
| Agf Investments Inc. | 37,574 | $1.14M | 0.01% | +37,574 | New |
| Redwood Investment Management, LLC | 37,774 | $1.15M | 0.19% | +11,086+41.5% | Added |
| TD Asset Management Inc | 37,735 | $1.17M | 0.00% | −873,423−95.9% | Reduced |
| Seven Eight Capital, LP | 39,672 | $1.21M | 0.17% | +8,472+27.2% | Added |
| Maven Securities LTD | 40,210 | $1.22M | 0.13% | +17,092+73.9% | Added |
| Legacy Wealth Management, LLC | 40,635 | $1.24M | 0.69% | 00.0% | Unchanged |
| AlphaCrest Capital Management LLC | 40,852 | $1.24M | 0.05% | +40,852 | New |
| Chartwell Investment Partners, LLC | 41,628 | $1.27M | 0.04% | +41,628 | New |
| Steel Peak Wealth Management LLC | 42,060 | $1.28M | 0.09% | +42,060 | New |
| Jane Street Group, LLC | 42,139 | $1.28M | 0.00% | +33,756+402.7% | Added |
| Engineers Gate Manager LP | 42,747 | $1.30M | 0.08% | +4,147+10.7% | Added |
| Nissay Asset Management Corp | 42,944 | $1.31M | 0.01% | −1,069−2.4% | Reduced |
| KBC Group NV | 45,497 | $1.39M | 0.00% | +5,843+14.7% | Added |
| DekaBank Deutsche Girozentrale | 50,231 | $1.49M | 0.00% | +10,592+26.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 49,168 | $1.50M | 0.06% | +49,168 | New |
| Capitolis Advisors LLC | 49,633 | $1.51M | 0.02% | −24,812−33.3% | Reduced |
| DnB Asset Management AS | 51,317 | $1.56M | 0.01% | +16,783+48.6% | Added |
| Blueshift Asset Management, LLC | 51,574 | $1.57M | 0.09% | +51,574 | New |
| American Century Companies Inc | 52,063 | $1.58M | 0.00% | +25,549+96.4% | Added |
| Amalgamated Bank | 53,465 | $1.63M | 0.01% | +36,462+214.4% | Added |
| Boothbay Fund Management, LLC | 53,561 | $1.63M | 0.07% | +13,272+32.9% | Added |
| Federated Hermes, Inc. | 55,350 | $1.69M | 0.00% | −14,993−21.3% | Reduced |
| Toronto Dominion Bank | 56,043 | $1.71M | 0.00% | −1,483−2.6% | Reduced |
| Comerica Bank | 57,797 | $1.72M | 0.01% | −1,956−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 57,989 | $1.77M | 0.01% | 00.0% | Unchanged |
| Principal Financial Group Inc | 58,445 | $1.78M | 0.00% | +11,003+23.2% | Added |
| Balasa Dinverno & Foltz LLC | 61,034 | $1.86M | 0.13% | −2,737−4.3% | Reduced |
| Voya Investment Management LLC | 61,159 | $1.86M | 0.00% | +4,146+7.3% | Added |
| IFM Investors Pty Ltd | 61,166 | $1.86M | 0.04% | +8,721+16.6% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.06M | 0.12% | −2,400−3.4% | Reduced |
| TD Private Client Wealth LLC | 68,252 | $2.08M | 0.09% | −415−0.6% | Reduced |
| British Columbia Investment Management Corp | 72,704 | $2.21M | 0.01% | +7,055+10.7% | Added |
| Utah Retirement Systems | 73,038 | $2.22M | 0.03% | −3,900−5.1% | Reduced |
| Vident Investment Advisory, LLC | 74,238 | $2.26M | 0.07% | −417−0.6% | Reduced |