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 |
|---|---|---|---|---|---|
| B. Metzler seel. Sohn & Co. Holding AG | 74,897 | $2.28M | 0.03% | +24,552+48.8% | Added |
| HRT Financial LP | 75,759 | $2.31M | 0.02% | −22,560−22.9% | Reduced |
| Kendall Capital Management | 77,282 | $2.35M | 1.32% | +983+1.3% | Added |
| Gulf International Bank (UK) Ltd | 77,820 | $2.37M | 0.03% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 78,700 | $2.40M | 0.18% | +65,200+483.0% | Added |
| Nomura Asset Management Co Ltd | 79,659 | $2.43M | 0.01% | −4,084−4.9% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.43M | 0.04% | −40,800−33.9% | Reduced |
| Handelsbanken Fonder AB | 81,400 | $2.48M | 0.01% | +14,600+21.9% | Added |
| Guggenheim Capital LLC | 82,526 | $2.51M | 0.01% | +62,852+319.5% | Added |
| Standard Life Aberdeen plc | 85,342 | $2.60M | 0.01% | −9,233−9.8% | Reduced |
| Quantbot Technologies LP | 92,856 | $2.83M | 0.22% | +92,856 | New |
| Royal Bank of Canada | 96,911 | $2.95M | 0.00% | −808,551−89.3% | Reduced |
| Alliancebernstein L.P. | 98,448 | $3.00M | 0.00% | −139,301−58.6% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 104,184 | $3.17M | 0.02% | −2,359−2.2% | Reduced |
| Squarepoint Ops LLC | 106,859 | $3.25M | 0.02% | +57,659+117.2% | Added |
| Forsta Ap-Fonden | 109,700 | $3.34M | 0.04% | +109,700 | New |
| Arizona State Retirement System | 110,795 | $3.37M | 0.03% | −4,597−4.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 116,512 | $3.55M | 0.01% | +69,331+146.9% | Added |
| Employees Retirement System of Texas | 119,991 | $3.65M | 0.04% | 00.0% | Unchanged |
| Kingstown Capital Management L.P. | 125,000 | $3.81M | 2.27% | +125,000 | New |
| Brant Point Investment Management LLC | 125,399 | $3.82M | 0.66% | +65,399+109.0% | Added |
| Aviva PLC | 126,117 | $3.84M | 0.02% | −5,816−4.4% | Reduced |
| Bridgewater Associates, LP | 132,849 | $4.04M | 0.03% | −1,945−1.4% | Reduced |
| Full18 Capital LLC | 132,875 | $4.05M | 1.68% | −76,260−36.5% | Reduced |
| Treasurer of the State of North Carolina | 133,499 | $4.07M | 0.02% | −13,700−9.3% | Reduced |
| Brookfield Asset Management Inc. | 134,680 | $4.10M | 0.02% | +134,680 | New |
| Royal London Asset Management Ltd | 135,319 | $4.12M | 0.02% | −27,692−17.0% | Reduced |
| Allianz Asset Management GmbH | 139,135 | $4.24M | 0.00% | −3,412−2.4% | Reduced |
| Hohimer Wealth Management, LLC | 148,527 | $4.52M | 0.93% | +148,527 | New |
| Paloma Partners Management Co | 150,274 | $4.58M | 0.12% | +124,374+480.2% | Added |
| Stifel Financial Corp | 150,946 | $4.60M | 0.01% | +51,478+51.8% | Added |
| Natixis Advisors, L.P. | 152,159 | $4.63M | 0.02% | −6,001−3.8% | Reduced |
| ExodusPoint Capital Management, LP | 152,547 | $4.64M | 0.07% | +152,547 | New |
| Picton Mahoney Asset Management | 163,215 | $4.97M | 0.18% | −170,359−51.1% | Reduced |
| Point72 Europe (London) LLP | 163,900 | $4.99M | 3.45% | −38,800−19.1% | Reduced |
| Foster & Motley Inc | 165,394 | $5.04M | 0.42% | −8,727−5.0% | Reduced |
| Pictet Asset Management Ltd | 169,505 | $5.16M | 0.01% | +554+0.3% | Added |
| Oliver Luxxe Assets LLC | 169,884 | $5.17M | 1.42% | −174−0.1% | Reduced |
| First National Bank of Omaha | 161,170 | $5.26M | 0.27% | 00.0% | Unchanged |
| Chilton Investment Co LLC | 173,532 | $5.28M | 0.13% | +32,489+23.0% | Added |
| Prudential Financial Inc | 174,111 | $5.30M | 0.01% | −23,370−11.8% | Reduced |
| NN Investment Partners Holdings N.V. | 177,995 | $5.42M | 0.03% | +8,298+4.9% | Added |
| Asset Management One Co.,Ltd. | 180,556 | $5.49M | 0.02% | −7,630−4.1% | Reduced |
| Tudor Investment Corp Et Al | 182,936 | $5.57M | 0.11% | +176,449+2,720.0% | Added |
| Voloridge Investment Management, LLC | 188,519 | $5.74M | 0.04% | +29,597+18.6% | Added |
| Andra AP-fonden | 194,300 | $5.92M | 0.12% | +194,300 | New |
| Oregon Public Employees Retirement Fund | 194,853 | $5.93M | 0.07% | +57,547+41.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 197,521 | $6.01M | 0.58% | +147,223+292.7% | Added |
| Hyperion Capital Advisors LP | 200,000 | $6.09M | 1.74% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 201,500 | $6.14M | 0.14% | +201,500 | New |
| Keeley-Teton Advisors, LLC | 208,763 | $6.36M | 0.67% | −2,622−1.2% | Reduced |
| Susquehanna Fundamental Investments, LLC | 213,345 | $6.50M | 0.12% | −145,600−40.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 216,597 | $6.59M | 0.06% | +46,200+27.1% | Added |
| Rafferty Asset Management, LLC | 217,233 | $6.62M | 0.04% | +14,980+7.4% | Added |
| HSBC Holdings PLC | 221,116 | $6.67M | 0.01% | +101,813+85.3% | Added |
| Tdam USA Inc. | 219,426 | $6.77M | 0.42% | −7,138−3.2% | Reduced |
| Interval Partners, LP | 228,978 | $6.97M | 0.42% | +82,842+56.7% | Added |
| Korea Investment CORP | 231,000 | $7.03M | 0.02% | +49,500+27.3% | Added |
| Schroder Investment Management Group | 241,342 | $7.35M | 0.01% | −11,869−4.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 287,500 | $7.38M | 0.06% | +287,500 | New |
| Qube Research & Technologies Ltd | 242,715 | $7.39M | 0.09% | +242,715 | New |
| Victory Capital Management Inc | 247,285 | $7.53M | 0.01% | −15,450−5.9% | Reduced |
| Public Employees Retirement System of Ohio | 252,789 | $7.70M | 0.03% | +4,323+1.7% | Added |
| Natixis | 263,740 | $8.03M | 0.04% | +248,342+1,612.8% | Added |
| AMP Capital Investors Ltd | 264,810 | $8.05M | 0.04% | −88,273−25.0% | Reduced |
| Eagle Asset Management Inc | 266,680 | $8.12M | 0.03% | +515+0.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 267,652 | $8.13M | 0.02% | +16,883+6.7% | Added |
| Zimmer Partners, LP | 275,000 | $8.37M | 0.12% | +275,000 | New |
| Oppenheimer Asset Management Inc. | 275,578 | $8.39M | 0.12% | −3,415−1.2% | Reduced |
| AQR Capital Management LLC | 281,874 | $8.46M | 0.01% | −78,882−21.9% | Reduced |
| UBS Group AG | 278,348 | $8.48M | 0.00% | −53,855−16.2% | Reduced |
| Callodine Capital Management, LP | 295,000 | $8.98M | 3.39% | +80,000+37.2% | Added |
| Susquehanna International Group, LLP | 297,965 | $9.07M | 0.01% | −210,380−41.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $9.13M | 0.02% | +100,000+50.0% | Added |
| BlueMar Capital Management, LLC | 300,712 | $9.16M | 2.13% | +8,163+2.8% | Added |
| Cubist Systematic Strategies, LLC | 306,648 | $9.34M | 0.11% | +278,806+1,001.4% | Added |
| AXA S.A. | 308,600 | $9.40M | 0.03% | −417,400−57.5% | Reduced |
| Bank of Montreal | 304,192 | $9.41M | 0.00% | +266,755+712.5% | Added |
| MUFG Securities EMEA plc | 310,000 | $9.44M | 0.10% | +191,000+160.5% | Added |
| SEI Investments Co | 310,143 | $9.46M | 0.02% | −25,015−7.5% | Reduced |
| Prana Capital Management, LP | 313,142 | $9.54M | 0.65% | +129,475+70.5% | Added |
| Teacher Retirement System of Texas | 314,333 | $9.57M | 0.05% | +170,224+118.1% | Added |
| LSV Asset Management | 316,200 | $9.63M | 0.02% | +65,100+25.9% | Added |
| Rhumbline Advisers | 335,940 | $10.2M | 0.01% | −32,269−8.8% | Reduced |
| Raymond James & Associates | 345,462 | $10.5M | 0.01% | +11,216+3.4% | Added |
| Royce & Associates LP | 353,420 | $10.8M | 0.07% | −186,366−34.5% | Reduced |
| First Trust Advisors LP | 370,508 | $11.3M | 0.01% | −81,893−18.1% | Reduced |
| Man Group plc | 376,341 | $11.5M | 0.04% | +220,838+142.0% | Added |
| Brandywine Global Investment Management, LLC | 382,772 | $11.7M | 0.09% | −16,268−4.1% | Reduced |
| Russell Investments Group, Ltd. | 397,549 | $12.1M | 0.02% | −232,319−36.9% | Reduced |
| Envestnet Asset Management Inc | 401,120 | $12.2M | 0.01% | −74,064−15.6% | Reduced |
| JPMorgan Chase & Co | 401,759 | $12.2M | 0.00% | +23,465+6.2% | Added |
| Citigroup Inc | 404,409 | $12.3M | 0.01% | −174,789−30.2% | Reduced |
| Great West Life Assurance Co | 406,461 | $12.4M | 0.03% | −31,481−7.2% | Reduced |
| Hudson Bay Capital Management LP | 425,000 | $12.9M | 0.16% | +125,000+41.7% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 441,874 | $13.5M | 0.07% | +136,660+44.8% | Added |
| Putnam Investments LLC | 460,889 | $14.0M | 0.02% | +233,946+103.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 461,904 | $14.1M | 4.20% | +257,871+126.4% | Added |
| New York State Common Retirement Fund | 465,533 | $14.2M | 0.01% | −17,478−3.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 488,871 | $14.9M | 0.27% | +31,000+6.8% | Added |