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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 335,940 | $10.2M | 0.01% | −32,269−8.8% | Reduced |
| LSV Asset Management | 316,200 | $9.63M | 0.02% | +65,100+25.9% | Added |
| Teacher Retirement System of Texas | 314,333 | $9.57M | 0.05% | +170,224+118.1% | Added |
| Prana Capital Management, LP | 313,142 | $9.54M | 0.65% | +129,475+70.5% | Added |
| SEI Investments Co | 310,143 | $9.46M | 0.02% | −25,015−7.5% | Reduced |
| MUFG Securities EMEA plc | 310,000 | $9.44M | 0.10% | +191,000+160.5% | Added |
| Bank of Montreal | 304,192 | $9.41M | 0.00% | +266,755+712.5% | Added |
| AXA S.A. | 308,600 | $9.40M | 0.03% | −417,400−57.5% | Reduced |
| Cubist Systematic Strategies, LLC | 306,648 | $9.34M | 0.11% | +278,806+1,001.4% | Added |
| BlueMar Capital Management, LLC | 300,712 | $9.16M | 2.13% | +8,163+2.8% | Added |
| Adage Capital Partners GP, L.L.C. | 300,000 | $9.13M | 0.02% | +100,000+50.0% | Added |
| Susquehanna International Group, LLP | 297,965 | $9.07M | 0.01% | −210,380−41.4% | Reduced |
| Callodine Capital Management, LP | 295,000 | $8.98M | 3.39% | +80,000+37.2% | Added |
| UBS Group AG | 278,348 | $8.48M | 0.00% | −53,855−16.2% | Reduced |
| AQR Capital Management LLC | 281,874 | $8.46M | 0.01% | −78,882−21.9% | Reduced |
| Oppenheimer Asset Management Inc. | 275,578 | $8.39M | 0.12% | −3,415−1.2% | Reduced |
| Zimmer Partners, LP | 275,000 | $8.37M | 0.12% | +275,000 | New |
| Mitsubishi UFJ Trust & Banking Corp | 267,652 | $8.13M | 0.02% | +16,883+6.7% | Added |
| Eagle Asset Management Inc | 266,680 | $8.12M | 0.03% | +515+0.2% | Added |
| AMP Capital Investors Ltd | 264,810 | $8.05M | 0.04% | −88,273−25.0% | Reduced |
| Natixis | 263,740 | $8.03M | 0.04% | +248,342+1,612.8% | Added |
| Public Employees Retirement System of Ohio | 252,789 | $7.70M | 0.03% | +4,323+1.7% | Added |
| Victory Capital Management Inc | 247,285 | $7.53M | 0.01% | −15,450−5.9% | Reduced |
| Qube Research & Technologies Ltd | 242,715 | $7.39M | 0.09% | +242,715 | New |
| Mn Services Vermogensbeheer B.V. | 287,500 | $7.38M | 0.06% | +287,500 | New |
| Schroder Investment Management Group | 241,342 | $7.35M | 0.01% | −11,869−4.7% | Reduced |
| Korea Investment CORP | 231,000 | $7.03M | 0.02% | +49,500+27.3% | Added |
| Interval Partners, LP | 228,978 | $6.97M | 0.42% | +82,842+56.7% | Added |
| Tdam USA Inc. | 219,426 | $6.77M | 0.42% | −7,138−3.2% | Reduced |
| HSBC Holdings PLC | 221,116 | $6.67M | 0.01% | +101,813+85.3% | Added |
| Rafferty Asset Management, LLC | 217,233 | $6.62M | 0.04% | +14,980+7.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 216,597 | $6.59M | 0.06% | +46,200+27.1% | Added |
| Susquehanna Fundamental Investments, LLC | 213,345 | $6.50M | 0.12% | −145,600−40.6% | Reduced |
| Keeley-Teton Advisors, LLC | 208,763 | $6.36M | 0.67% | −2,622−1.2% | Reduced |
| Worldquant Millennium Advisors LLC | 201,500 | $6.14M | 0.14% | +201,500 | New |
| Hyperion Capital Advisors LP | 200,000 | $6.09M | 1.74% | 00.0% | Unchanged |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 197,521 | $6.01M | 0.58% | +147,223+292.7% | Added |
| Oregon Public Employees Retirement Fund | 194,853 | $5.93M | 0.07% | +57,547+41.9% | Added |
| Andra AP-fonden | 194,300 | $5.92M | 0.12% | +194,300 | New |
| Voloridge Investment Management, LLC | 188,519 | $5.74M | 0.04% | +29,597+18.6% | Added |
| Tudor Investment Corp Et Al | 182,936 | $5.57M | 0.11% | +176,449+2,720.0% | Added |
| Asset Management One Co.,Ltd. | 180,556 | $5.49M | 0.02% | −7,630−4.1% | Reduced |
| NN Investment Partners Holdings N.V. | 177,995 | $5.42M | 0.03% | +8,298+4.9% | Added |
| Prudential Financial Inc | 174,111 | $5.30M | 0.01% | −23,370−11.8% | Reduced |
| Chilton Investment Co LLC | 173,532 | $5.28M | 0.13% | +32,489+23.0% | Added |
| First National Bank of Omaha | 161,170 | $5.26M | 0.27% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 169,884 | $5.17M | 1.42% | −174−0.1% | Reduced |
| Pictet Asset Management Ltd | 169,505 | $5.16M | 0.01% | +554+0.3% | Added |
| Foster & Motley Inc | 165,394 | $5.04M | 0.42% | −8,727−5.0% | Reduced |
| Point72 Europe (London) LLP | 163,900 | $4.99M | 3.45% | −38,800−19.1% | Reduced |
| Picton Mahoney Asset Management | 163,215 | $4.97M | 0.18% | −170,359−51.1% | Reduced |
| ExodusPoint Capital Management, LP | 152,547 | $4.64M | 0.07% | +152,547 | New |
| Natixis Advisors, L.P. | 152,159 | $4.63M | 0.02% | −6,001−3.8% | Reduced |
| Stifel Financial Corp | 150,946 | $4.60M | 0.01% | +51,478+51.8% | Added |
| Paloma Partners Management Co | 150,274 | $4.58M | 0.12% | +124,374+480.2% | Added |
| Hohimer Wealth Management, LLC | 148,527 | $4.52M | 0.93% | +148,527 | New |
| Allianz Asset Management GmbH | 139,135 | $4.24M | 0.00% | −3,412−2.4% | Reduced |
| Royal London Asset Management Ltd | 135,319 | $4.12M | 0.02% | −27,692−17.0% | Reduced |
| Brookfield Asset Management Inc. | 134,680 | $4.10M | 0.02% | +134,680 | New |
| Treasurer of the State of North Carolina | 133,499 | $4.07M | 0.02% | −13,700−9.3% | Reduced |
| Full18 Capital LLC | 132,875 | $4.05M | 1.68% | −76,260−36.5% | Reduced |
| Bridgewater Associates, LP | 132,849 | $4.04M | 0.03% | −1,945−1.4% | Reduced |
| Aviva PLC | 126,117 | $3.84M | 0.02% | −5,816−4.4% | Reduced |
| Brant Point Investment Management LLC | 125,399 | $3.82M | 0.66% | +65,399+109.0% | Added |
| Kingstown Capital Management L.P. | 125,000 | $3.81M | 2.27% | +125,000 | New |
| Employees Retirement System of Texas | 119,991 | $3.65M | 0.04% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 116,512 | $3.55M | 0.01% | +69,331+146.9% | Added |
| Arizona State Retirement System | 110,795 | $3.37M | 0.03% | −4,597−4.0% | Reduced |
| Forsta Ap-Fonden | 109,700 | $3.34M | 0.04% | +109,700 | New |
| Squarepoint Ops LLC | 106,859 | $3.25M | 0.02% | +57,659+117.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,184 | $3.17M | 0.02% | −2,359−2.2% | Reduced |
| Alliancebernstein L.P. | 98,448 | $3.00M | 0.00% | −139,301−58.6% | Reduced |
| Royal Bank of Canada | 96,911 | $2.95M | 0.00% | −808,551−89.3% | Reduced |
| Quantbot Technologies LP | 92,856 | $2.83M | 0.22% | +92,856 | New |
| Standard Life Aberdeen plc | 85,342 | $2.60M | 0.01% | −9,233−9.8% | Reduced |
| Guggenheim Capital LLC | 82,526 | $2.51M | 0.01% | +62,852+319.5% | Added |
| Handelsbanken Fonder AB | 81,400 | $2.48M | 0.01% | +14,600+21.9% | Added |
| Alaska Permanent Fund Corp | 79,700 | $2.43M | 0.04% | −40,800−33.9% | Reduced |
| Nomura Asset Management Co Ltd | 79,659 | $2.43M | 0.01% | −4,084−4.9% | Reduced |
| Tributary Capital Management, LLC | 78,700 | $2.40M | 0.18% | +65,200+483.0% | Added |
| Gulf International Bank (UK) Ltd | 77,820 | $2.37M | 0.03% | 00.0% | Unchanged |
| Kendall Capital Management | 77,282 | $2.35M | 1.32% | +983+1.3% | Added |
| HRT Financial LP | 75,759 | $2.31M | 0.02% | −22,560−22.9% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 74,897 | $2.28M | 0.03% | +24,552+48.8% | Added |
| Vident Investment Advisory, LLC | 74,238 | $2.26M | 0.07% | −417−0.6% | Reduced |
| Utah Retirement Systems | 73,038 | $2.22M | 0.03% | −3,900−5.1% | Reduced |
| British Columbia Investment Management Corp | 72,704 | $2.21M | 0.01% | +7,055+10.7% | Added |
| TD Private Client Wealth LLC | 68,252 | $2.08M | 0.09% | −415−0.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.06M | 0.12% | −2,400−3.4% | Reduced |
| IFM Investors Pty Ltd | 61,166 | $1.86M | 0.04% | +8,721+16.6% | Added |
| Voya Investment Management LLC | 61,159 | $1.86M | 0.00% | +4,146+7.3% | Added |
| Balasa Dinverno & Foltz LLC | 61,034 | $1.86M | 0.13% | −2,737−4.3% | Reduced |
| Principal Financial Group Inc | 58,445 | $1.78M | 0.00% | +11,003+23.2% | Added |
| Public Employees Retirement Association of Colorado | 57,989 | $1.77M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 57,797 | $1.72M | 0.01% | −1,956−3.3% | Reduced |
| Toronto Dominion Bank | 56,043 | $1.71M | 0.00% | −1,483−2.6% | Reduced |
| Federated Hermes, Inc. | 55,350 | $1.69M | 0.00% | −14,993−21.3% | Reduced |
| Boothbay Fund Management, LLC | 53,561 | $1.63M | 0.07% | +13,272+32.9% | Added |
| Amalgamated Bank | 53,465 | $1.63M | 0.01% | +36,462+214.4% | Added |
| American Century Companies Inc | 52,063 | $1.58M | 0.00% | +25,549+96.4% | Added |