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 |
|---|---|---|---|---|---|
| NFJ Investment Group, LLC | 490,806 | $14.9M | 0.28% | +490,806 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 493,403 | $15.0M | 0.08% | +138,785+39.1% | Added |
| Steamboat Capital Partners, LLC | 494,861 | $15.1M | 3.88% | +94,861+23.7% | Added |
| State Board of Administration of Florida Retirement System | 527,355 | $16.1M | 0.03% | −3,740−0.7% | Reduced |
| Two Sigma Investments, LP | 571,264 | $17.4M | 0.05% | +76,071+15.4% | Added |
| Amundi | 576,577 | $17.6M | 0.01% | +576,577 | New |
| Credit Suisse AG | 587,080 | $17.6M | 0.01% | −479,507−45.0% | Reduced |
| APG Asset Management N.V. | 691,510 | $17.8M | 0.03% | −11,100−1.6% | Reduced |
| EJF Capital LLC | 635,327 | $19.3M | 1.74% | −285,673−31.0% | Reduced |
| Algebris (UK) Ltd | 646,859 | $19.7M | 10.93% | +31,685+5.2% | Added |
| Gillson Capital LP | 652,610 | $19.9M | 1.86% | +169,636+35.1% | Added |
| California State Teachers Retirement System | 688,129 | $21.0M | 0.03% | −139,275−16.8% | Reduced |
| Deutsche Bank AG | 699,607 | $21.3M | 0.01% | −631,462−47.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 701,327 | $21.4M | 0.42% | +154,171+28.2% | Added |
| Manufacturers Life Insurance Company, The | 709,476 | $21.6M | 0.02% | −89,966−11.3% | Reduced |
| Storebrand Asset Management AS | 734,391 | $22.4M | 0.11% | +505,097+220.3% | Added |
| Lazard Asset Management LLC | 759,721 | $23.1M | 0.03% | +184,488+32.1% | Added |
| Ameriprise Financial Inc | 794,727 | $24.2M | 0.01% | −29,528−3.6% | Reduced |
| Swedbank AB | 802,071 | $24.4M | 0.05% | −455−0.1% | Reduced |
| Wells Fargo & Company | 838,386 | $25.5M | 0.01% | −382,709−31.3% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 840,072 | $25.6M | 0.06% | +524,391+166.1% | Added |
| California Public Employees Retirement System | 864,910 | $26.3M | 0.02% | −47,173−5.2% | Reduced |
| Alyeska Investment Group, L.P. | 917,715 | $27.9M | 0.32% | +79,722+9.5% | Added |
| Schonfeld Strategic Advisors LLC | 918,247 | $28.0M | 0.31% | +458,771+99.8% | Added |
| State of Wisconsin Investment Board | 948,861 | $28.9M | 0.06% | +11,668+1.2% | Added |
| Thompson Siegel & Walmsley LLC | 960,820 | $29.3M | 0.40% | +370,322+62.7% | Added |
| Janus Henderson Group PLC | 968,953 | $29.5M | 0.01% | +203,667+26.6% | Added |
| STRS Ohio | 1,009,613 | $30.7M | 0.11% | −407,480−28.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,033,501 | $31.5M | 0.17% | −1,344,224−56.5% | Reduced |
| Wedge Capital Management L L P | 1,043,645 | $31.8M | 0.39% | +87,301+9.1% | Added |
| Parametric Portfolio Associates LLC | 1,051,186 | $32.0M | 0.02% | −23,641−2.2% | Reduced |
| Clough Capital Partners L P | 1,098,600 | $33.5M | 1.88% | −3,600−0.3% | Reduced |
| Soapstone Management L.P. | 1,125,000 | $34.3M | 13.75% | +205,000+22.3% | Added |
| Millennium Management LLC | 1,169,351 | $35.6M | 0.05% | +796,361+213.5% | Added |
| Moore Capital Management, LP | 1,180,120 | $35.9M | 0.66% | +17,993+1.5% | Added |
| Assenagon Asset Management S.A. | 1,281,917 | $39.0M | 0.17% | +1,281,917 | New |
| Goldman Sachs Group Inc | 1,293,516 | $39.4M | 0.01% | −2,333,132−64.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,320,212 | $40.2M | 0.56% | +13,979+1.1% | Added |
| UBS Asset Management Americas Inc | 1,339,599 | $40.8M | 0.02% | −282,053−17.4% | Reduced |
| Poplar Forest Capital LLC | 1,415,423 | $43.1M | 4.23% | −66,562−4.5% | Reduced |
| GMT Capital Corp | 1,463,500 | $44.6M | 3.33% | +1,070,300+272.2% | Added |
| Renaissance Technologies LLC | 1,656,200 | $50.4M | 0.06% | +1,656,200 | New |
| Balyasny Asset Management LLC | 1,711,555 | $52.1M | 0.29% | −299,026−14.9% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,807,970 | $55.1M | 0.03% | −82,635−4.4% | Reduced |
| Point72 Asset Management, L.P. | 1,813,500 | $55.2M | 0.28% | +1,076,500+146.1% | Added |
| Charles Schwab Investment Management Inc | 2,009,036 | $61.2M | 0.02% | −3,165−0.2% | Reduced |
| Dimensional Fund Advisors LP | 2,225,289 | $67.7M | 0.02% | +35,242+1.6% | Added |
| Artemis Investment Management LLP | 2,270,937 | $69.2M | 0.60% | −1,084,795−32.3% | Reduced |
| Legal & General Group Plc | 2,326,128 | $70.8M | 0.02% | −175,188−7.0% | Reduced |
| Morgan Stanley | 2,383,749 | $72.6M | 0.01% | +862,470+56.7% | Added |
| Robeco Institutional Asset Management B.V. | 2,472,764 | $75.3M | 0.17% | −236,861−8.7% | Reduced |
| Northern Trust Corp | 2,510,076 | $76.4M | 0.01% | −268,084−9.6% | Reduced |
| D. E. Shaw & Co., Inc. | 2,596,303 | $79.1M | 0.09% | +1,549,210+148.0% | Added |
| Bank of America Corp | 2,747,091 | $83.7M | 0.01% | +250,109+10.0% | Added |
| Lord, Abbett & Co. LLC | 2,758,081 | $84.0M | 0.20% | +824,997+42.7% | Added |
| Owl Creek Asset Management, L.P. | 2,837,409 | $86.4M | 4.07% | +2,837,409 | New |
| Bank of New York Mellon Corp | 2,921,618 | $89.0M | 0.02% | +1,664,002+132.3% | Added |
| Franklin Resources Inc | 3,104,050 | $94.5M | 0.04% | +3,073,138+9,941.6% | Added |
| Ensign Peak Advisors, Inc | 3,183,643 | $96.9M | 0.20% | −260,933−7.6% | Reduced |
| Arrowstreet Capital, Limited Partnership | 3,373,971 | $102.7M | 0.13% | −159,107−4.5% | Reduced |
| Bain Capital Public Equity Management II, LLC | 3,424,313 | $104.3M | 4.47% | −527,334−13.3% | Reduced |
| Ci Investments Inc. | 3,725,884 | $113.5M | 0.42% | +938,938+33.7% | Added |
| Citadel Advisors LLC | 3,805,511 | $115.9M | 0.12% | +1,404,866+58.5% | Added |
| Clearbridge Investments, LLC | 3,932,783 | $119.8M | 0.08% | +18,962+0.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 4,219,569 | $128.5M | 0.39% | −5,030,335−54.4% | Reduced |
| FIL Ltd | 4,227,217 | $128.7M | 0.14% | −84,453−2.0% | Reduced |
| FMR LLC | 4,478,840 | $136.4M | 0.01% | +1,386,641+44.8% | Added |
| Neuberger Berman Group LLC | 4,595,236 | $139.7M | 0.12% | +1,884,271+69.5% | Added |
| Sessa Capital IM, L.P. | 4,638,521 | $141.2M | 7.71% | −325,918−6.6% | Reduced |
| Geode Capital Management, LLC | 4,744,612 | $144.2M | 0.02% | +220,400+4.9% | Added |
| Thornburg Investment Management Inc | 5,664,660 | $172.5M | 1.98% | −174,032−3.0% | Reduced |
| Thrivent Financial for Lutherans | 5,778,498 | $176.0M | 0.36% | +166,202+3.0% | Added |
| Massachusetts Financial Services Co | 6,546,188 | $199.3M | 0.06% | −291,493−4.3% | Reduced |
| Nuveen Asset Management, LLC | 6,661,202 | $202.8M | 0.06% | +366,861+5.8% | Added |
| Conifer Management, L.L.C. | 8,323,777 | $253.5M | 17.10% | −676,223−7.5% | Reduced |
| State Street Corp | 10,608,472 | $323.0M | 0.02% | +252,471+2.4% | Added |
| Wellington Management Group LLP | 15,782,002 | $480.6M | 0.08% | +2,334,933+17.4% | Added |
| Invesco Ltd. | 15,921,095 | $484.8M | 0.12% | −84,603−0.5% | Reduced |
| Canada Pension Plan Investment Board | 17,999,904 | $548.1M | 0.66% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 20,404,949 | $621.3M | 2.42% | +351,283+1.8% | Added |
| Norges Bank | 20,638,468 | $628.4M | 0.14% | −667,118−3.1% | Reduced |
| BlackRock Inc. | 37,528,640 | $1.14B | 0.03% | −790,526−2.1% | Reduced |
| Vanguard Group Inc | 39,812,647 | $1.21B | 0.03% | −984,479−2.4% | Reduced |
| Price T Rowe Associates Inc | 51,267,597 | $1.56B | 0.14% | −2,560,628−4.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −5,987,489−100.0% | Sold out |
| Arctis Global LLC | 0 | $0 | 0.00% | −339,140−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −251,124−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −239,745−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −239,698−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −180,658−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −151,636−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −147,395−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −124,900−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −85,761−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −48,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,750−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −31,198−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −30,356−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |