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 |
|---|---|---|---|---|---|
| Blueshift Asset Management, LLC | 51,574 | $1.57M | 0.09% | +51,574 | New |
| DnB Asset Management AS | 51,317 | $1.56M | 0.01% | +16,783+48.6% | Added |
| Capitolis Advisors LLC | 49,633 | $1.51M | 0.02% | −24,812−33.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 49,168 | $1.50M | 0.06% | +49,168 | New |
| DekaBank Deutsche Girozentrale | 50,231 | $1.49M | 0.00% | +10,592+26.7% | Added |
| KBC Group NV | 45,497 | $1.39M | 0.00% | +5,843+14.7% | Added |
| Nissay Asset Management Corp | 42,944 | $1.31M | 0.01% | −1,069−2.4% | Reduced |
| Engineers Gate Manager LP | 42,747 | $1.30M | 0.08% | +4,147+10.7% | Added |
| Jane Street Group, LLC | 42,139 | $1.28M | 0.00% | +33,756+402.7% | Added |
| Steel Peak Wealth Management LLC | 42,060 | $1.28M | 0.09% | +42,060 | New |
| Chartwell Investment Partners, LLC | 41,628 | $1.27M | 0.04% | +41,628 | New |
| AlphaCrest Capital Management LLC | 40,852 | $1.24M | 0.05% | +40,852 | New |
| Legacy Wealth Management, LLC | 40,635 | $1.24M | 0.69% | 00.0% | Unchanged |
| Maven Securities LTD | 40,210 | $1.22M | 0.13% | +17,092+73.9% | Added |
| Seven Eight Capital, LP | 39,672 | $1.21M | 0.17% | +8,472+27.2% | Added |
| TD Asset Management Inc | 37,735 | $1.17M | 0.00% | −873,423−95.9% | Reduced |
| Redwood Investment Management, LLC | 37,774 | $1.15M | 0.19% | +11,086+41.5% | Added |
| Agf Investments Inc. | 37,574 | $1.14M | 0.01% | +37,574 | New |
| Ergoteles LLC | 35,260 | $1.07M | 0.02% | +35,260 | New |
| D.A. Davidson & Co. | 34,455 | $1.05M | 0.01% | +4,573+15.3% | Added |
| AMG National Trust Bank | 33,955 | $1.03M | 0.03% | +64+0.2% | Added |
| ProShare Advisors LLC | 33,028 | $1.01M | 0.00% | +528+1.6% | Added |
| Echo Street Capital Management LLC | 31,120 | $948.0K | 0.01% | +31,120 | New |
| Ruane, Cunniff & Goldfarb L.P. | 30,459 | $927.0K | 0.01% | −800−2.6% | Reduced |
| Prelude Capital Management, LLC | 30,083 | $916.0K | 0.05% | +1,773+6.3% | Added |
| Origin Asset Management LLP | 30,000 | $914.0K | 0.10% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 28,434 | $866.0K | 0.10% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,410 | $865.0K | 0.03% | −463−1.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 28,364 | $864.0K | 0.56% | +4,061+16.7% | Added |
| Boston Private Wealth LLC | 27,831 | $848.0K | 0.01% | −23−0.1% | Reduced |
| New York Life Investments Alternatives | 27,685 | $843.0K | 0.57% | +4,941+21.7% | Added |
| Barometer Capital Management Inc. | 27,664 | $837.8K | 0.16% | −180,896−86.7% | Reduced |
| Icon Advisers Inc | 27,400 | $834.0K | 0.14% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,357 | $810.0K | 0.03% | −3,393−11.0% | Reduced |
| Mercer Global Advisors Inc | 25,997 | $792.0K | 0.01% | −69,194−72.7% | Reduced |
| Macquarie Group Ltd | 25,898 | $788.0K | 0.00% | −6,267−19.5% | Reduced |
| Jennison Associates LLC | 25,361 | $772.0K | 0.00% | +25,361 | New |
| LPL Financial LLC | 24,953 | $760.0K | 0.00% | +3,179+14.6% | Added |
| Federation des caisses Desjardins du Quebec | 24,443 | $743.4K | 0.01% | +487+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,313 | $740.0K | 0.02% | −100−0.4% | Reduced |
| Nordea Investment Management AB | 24,005 | $731.0K | 0.00% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 23,916 | $728.0K | 0.00% | +19,688+465.7% | Added |
| Kemnay Advisory Services Inc. | 23,882 | $727.0K | 0.09% | +23,882 | New |
| Advisor Group Holdings, Inc. | 23,840 | $726.0K | 0.00% | −1,162−4.6% | Reduced |
| Nisa Investment Advisors, LLC | 23,400 | $713.0K | 0.00% | −2,700−10.3% | Reduced |
| Gabelli Funds LLC | 23,000 | $700.0K | 0.00% | −4,000−14.8% | Reduced |
| Barings LLC | 22,907 | $697.0K | 0.02% | +16,404+252.3% | Added |
| Rockefeller Capital Management L.P. | 21,927 | $667.0K | 0.00% | −445−2.0% | Reduced |
| ClariVest Asset Management LLC | 20,581 | $627.0K | 0.02% | −91−0.4% | Reduced |
| Daiwa Securities Group Inc. | 19,484 | $593.0K | 0.00% | 00.0% | Unchanged |
| Sciencast Management LP | 19,910 | $587.0K | 0.12% | +19,910 | New |
| Quantitative Systematic Strategies LLC | 19,038 | $580.0K | 0.20% | −51,629−73.1% | Reduced |
| Csenge Advisory Group | 18,561 | $574.0K | 0.05% | −678−3.5% | Reduced |
| Point72 Hong Kong Ltd | 18,412 | $561.0K | 0.04% | +9,087+97.4% | Added |
| M Holdings Securities, Inc. | 18,369 | $559.0K | 0.05% | +18,369 | New |
| Winton Group Ltd | 17,730 | $540.0K | 0.03% | −26,450−59.9% | Reduced |
| Greenleaf Trust | 17,352 | $528.0K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 16,901 | $515.0K | 0.00% | +26+0.2% | Added |
| First Republic Investment Management, Inc. | 16,474 | $502.0K | 0.00% | +5,320+47.7% | Added |
| CIBC World Markets Inc. | 16,235 | $494.0K | 0.00% | +16,235 | New |
| AGF Investments LLC | 15,858 | $483.0K | 0.05% | +15,782+20,765.8% | 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 |
| Golden Green, Inc. | 15,578 | $474.0K | 0.36% | +49+0.3% | Added |
| Tower Research Capital LLC (TRC) | 15,148 | $462.0K | 0.01% | −8,286−35.4% | Reduced |
| Rodgers Brothers Inc. | 14,300 | $435.0K | 0.08% | −200−1.4% | Reduced |
| Dynamic Technology Lab Private Ltd | 13,033 | $397.0K | 0.04% | +13,033 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,962 | $395.0K | 0.00% | −373−2.8% | Reduced |
| BP PLC | 12,956 | $394.0K | 0.02% | −7,352−36.2% | Reduced |
| Brown Advisory Inc | 12,425 | $378.0K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 12,306 | $374.0K | 0.00% | −390−3.1% | Reduced |
| Kingsview Wealth Management, LLC | 11,785 | $364.0K | 0.02% | +2,350+24.9% | Added |
| Occudo Quantitative Strategies LP | 11,857 | $361.0K | 0.06% | +11,857 | New |
| MidWestOne Financial Group, Inc. | 11,787 | $359.0K | 0.08% | −6,038−33.9% | Reduced |
| Pacific Global Investment Management CO | 11,706 | $356.0K | 0.07% | −290−2.4% | Reduced |
| Rothschild Investment Corp | 11,425 | $348.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 11,318 | $345.0K | 0.01% | +647+6.1% | Added |
| Cipher Capital LP | 11,247 | $342.0K | 0.19% | +11,247 | New |
| Verdence Capital Advisors LLC | 10,908 | $332.0K | 0.05% | +2,627+31.7% | Added |
| IBM Retirement Fund | 10,886 | $331.0K | 0.03% | −2,846−20.7% | Reduced |
| FDx Advisors, Inc. | 10,738 | $327.0K | 0.01% | +10,738 | New |
| Signaturefd, LLC | 10,565 | $322.0K | 0.01% | +4,516+74.7% | Added |
| World Asset Management Inc | 10,382 | $316.0K | 0.03% | −1,574−13.2% | Reduced |
| Stephens Inc | 10,382 | $316.0K | 0.00% | −46−0.4% | Reduced |
| Allstate Corp | 10,384 | $316.0K | 0.01% | +102+1.0% | Added |
| Arden Trust Co | 10,244 | $312.0K | 0.05% | −343−3.2% | Reduced |
| 44 Wealth Management LLC | 10,041 | $306.0K | 0.12% | −149−1.5% | Reduced |
| Lombard Odier Asset Management (Switzerland) SA | 9,871 | $301.0K | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 9,587 | $292.0K | 0.01% | +9,587 | New |
| Pitcairn Co | 9,500 | $289.0K | 0.02% | −431−4.3% | Reduced |
| Equitable Holdings, Inc. | 8,991 | $274.0K | 0.00% | 00.0% | Unchanged |
| Veriti Management LLC | 8,893 | $271.0K | 0.04% | +8,893 | New |
| Vontobel Holding Ltd. | 8,917 | $267.0K | 0.00% | +8,917 | New |
| Diametric Capital, LP | 48,234 | $262.0K | 0.19% | +4,626+10.6% | Added |
| Oppenheimer & Co Inc | 8,434 | $257.0K | 0.00% | −4,000−32.2% | Reduced |
| Independent Financial Group, LLC | 8,219 | $250.3K | 0.03% | −1,333−14.0% | Reduced |
| Corient Capital Partners, LLC | 8,225 | $250.0K | 0.02% | +454+5.8% | Added |
| State of Michigan Retirement System | 8,100 | $247.0K | 0.00% | −700−8.0% | Reduced |
| Illinois Municipal Retirement Fund | 8,031 | $245.0K | 0.01% | +8,031 | New |
| US Bancorp | 8,035 | $244.0K | 0.00% | −96−1.2% | Reduced |