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, Q3 2021
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 375
- −2 vs. Q2 2021
- Shares held
- 399.9M
- −13.7M (−3.3%) vs. Q2 2021
- Total value
- $11.9B
- −$731.7M (−5.8%) vs. Q2 2021
- New holders
- 45
- 133 more added
- Sold out
- 47
- 144 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 44,894,037 | $1.33B | 0.13% | −6,373,560−12.4% | Reduced |
| Vanguard Group Inc | 38,722,215 | $1.15B | 0.03% | −1,090,432−2.7% | Reduced |
| BlackRock Inc. | 35,218,583 | $1.04B | 0.03% | −2,310,057−6.2% | Reduced |
| Norges Bank | 24,266,295 | $719.3M | 0.16% | +3,627,827+17.6% | Added |
| Pzena Investment Management LLC | 22,131,172 | $656.0M | 2.60% | +1,726,223+8.5% | Added |
| Canada Pension Plan Investment Board | 17,999,904 | $533.5M | 0.60% | 00.0% | Unchanged |
| Wellington Management Group LLP | 16,168,140 | $479.2M | 0.08% | +386,138+2.4% | Added |
| Invesco Ltd. | 15,554,179 | $461.0M | 0.12% | −366,916−2.3% | Reduced |
| State Street Corp | 10,256,486 | $304.0M | 0.02% | −351,986−3.3% | Reduced |
| Conifer Management, L.L.C. | 8,323,777 | $246.7M | 17.04% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 6,784,078 | $201.1M | 0.06% | +237,890+3.6% | Added |
| Nuveen Asset Management, LLC | 5,986,828 | $177.4M | 0.06% | −674,374−10.1% | Reduced |
| Thornburg Investment Management Inc | 5,664,660 | $167.9M | 2.06% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,585,437 | $165.6M | 0.62% | +1,859,553+49.9% | Added |
| Thrivent Financial for Lutherans | 4,942,946 | $146.5M | 0.30% | −835,552−14.5% | Reduced |
| Neuberger Berman Group LLC | 4,817,432 | $142.3M | 0.12% | +222,196+4.8% | Added |
| Geode Capital Management, LLC | 4,592,332 | $135.9M | 0.02% | −152,280−3.2% | Reduced |
| FMR LLC | 4,322,840 | $128.1M | 0.01% | −156,000−3.5% | Reduced |
| Sessa Capital IM, L.P. | 4,292,228 | $127.2M | 8.07% | −346,293−7.5% | Reduced |
| Citadel Advisors LLC | 4,246,468 | $125.9M | 0.14% | +440,957+11.6% | Added |
| FIL Ltd | 4,081,425 | $121.0M | 0.13% | −145,792−3.4% | Reduced |
| Clearbridge Investments, LLC | 4,066,479 | $120.5M | 0.09% | +133,696+3.4% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,838,969 | $113.8M | 0.36% | −380,600−9.0% | Reduced |
| Bank of New York Mellon Corp | 3,288,596 | $97.5M | 0.02% | +366,978+12.6% | Added |
| Ensign Peak Advisors, Inc | 3,201,112 | $94.9M | 0.20% | +17,469+0.5% | Added |
| Point72 Asset Management, L.P. | 3,108,314 | $92.1M | 0.44% | +1,294,814+71.4% | Added |
| Artemis Investment Management LLP | 3,029,263 | $89.8M | 0.71% | +758,326+33.4% | Added |
| Bank of America Corp | 2,718,393 | $80.6M | 0.01% | −28,698−1.0% | Reduced |
| Lord, Abbett & Co. LLC | 2,639,863 | $78.2M | 0.19% | −118,218−4.3% | Reduced |
| Dimensional Fund Advisors LP | 2,610,784 | $77.4M | 0.02% | +385,495+17.3% | Added |
| Northern Trust Corp | 2,582,933 | $76.6M | 0.01% | +72,857+2.9% | Added |
| Legal & General Group Plc | 2,225,138 | $66.0M | 0.02% | −100,990−4.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,131,378 | $63.2M | 0.14% | −341,386−13.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,039,958 | $60.5M | 0.02% | +30,922+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,820,092 | $53.9M | 0.03% | +12,122+0.7% | Added |
| Schonfeld Strategic Advisors LLC | 1,808,000 | $53.6M | 0.61% | +889,753+96.9% | Added |
| Arrowstreet Capital, Limited Partnership | 1,795,383 | $53.2M | 0.07% | −1,578,588−46.8% | Reduced |
| Morgan Stanley | 1,608,819 | $47.7M | 0.01% | −774,930−32.5% | Reduced |
| GMT Capital Corp | 1,572,100 | $46.6M | 4.11% | +108,600+7.4% | Added |
| Owl Creek Asset Management, L.P. | 1,561,832 | $46.3M | 3.11% | −1,275,577−45.0% | Reduced |
| D. E. Shaw & Co., Inc. | 1,454,002 | $43.1M | 0.06% | −1,142,301−44.0% | Reduced |
| Samlyn Capital, LLC | 1,390,228 | $41.2M | 0.60% | +1,390,228 | New |
| Goldman Sachs Group Inc | 1,386,421 | $41.1M | 0.01% | +92,905+7.2% | Added |
| Gillson Capital LP | 1,377,485 | $40.8M | 2.99% | +724,875+111.1% | Added |
| Poplar Forest Capital LLC | 1,377,305 | $40.8M | 4.19% | −38,118−2.7% | Reduced |
| Franklin Resources Inc | 1,354,875 | $40.2M | 0.02% | −1,749,175−56.4% | Reduced |
| Clark Capital Management Group, Inc. | 1,348,657 | $40.0M | 0.55% | +28,445+2.2% | Added |
| UBS Asset Management Americas Inc | 1,291,791 | $38.3M | 0.02% | −47,808−3.6% | Reduced |
| Clough Capital Partners L P | 1,234,300 | $36.6M | 2.28% | +135,700+12.4% | Added |
| Voya Investment Management LLC | 1,189,758 | $35.3M | 0.07% | +1,128,599+1,845.4% | Added |
| Renaissance Technologies LLC | 1,161,000 | $34.4M | 0.04% | −495,200−29.9% | Reduced |
| Soapstone Management L.P. | 1,125,000 | $33.3M | 14.01% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 1,105,601 | $32.8M | 0.02% | +54,415+5.2% | Added |
| Wedge Capital Management L L P | 1,054,214 | $31.2M | 0.40% | +10,569+1.0% | Added |
| Epoch Investment Partners, Inc. | 1,019,560 | $30.2M | 0.17% | −13,941−1.3% | Reduced |
| State of Wisconsin Investment Board | 956,718 | $28.4M | 0.06% | +7,857+0.8% | Added |
| Thompson Siegel & Walmsley LLC | 954,321 | $28.3M | 0.41% | −6,499−0.7% | Reduced |
| Janus Henderson Group PLC | 946,216 | $28.0M | 0.01% | −22,737−2.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 939,250 | $27.8M | 0.57% | +237,923+33.9% | Added |
| Algebris (UK) Ltd | 884,686 | $26.2M | 15.37% | +237,827+36.8% | Added |
| California Public Employees Retirement System | 841,533 | $24.9M | 0.02% | −23,377−2.7% | Reduced |
| Storebrand Asset Management AS | 832,994 | $24.7M | 0.12% | +98,603+13.4% | Added |
| Ameriprise Financial Inc | 820,977 | $24.3M | 0.01% | +26,250+3.3% | Added |
| Swedbank AB | 811,233 | $24.0M | 0.05% | +9,162+1.1% | Added |
| Deutsche Bank AG | 807,072 | $23.9M | 0.01% | +107,465+15.4% | Added |
| Alyeska Investment Group, L.P. | 791,249 | $23.5M | 0.29% | −126,466−13.8% | Reduced |
| Balyasny Asset Management LLC | 778,453 | $23.1M | 0.11% | −933,102−54.5% | Reduced |
| California State Teachers Retirement System | 690,841 | $20.5M | 0.03% | +2,712+0.4% | Added |
| Wells Fargo & Company | 688,819 | $20.4M | 0.00% | −149,567−17.8% | Reduced |
| Lazard Asset Management LLC | 670,479 | $19.9M | 0.02% | −89,242−11.7% | Reduced |
| Credit Suisse AG | 661,922 | $19.6M | 0.02% | +74,842+12.7% | Added |
| Zimmer Partners, LP | 645,000 | $19.1M | 0.30% | +370,000+134.5% | Added |
| Prana Capital Management, LP | 642,033 | $19.0M | 1.68% | +328,891+105.0% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 635,235 | $18.8M | 5.99% | +173,331+37.5% | Added |
| APG Asset Management N.V. | 681,210 | $17.4M | 0.03% | −10,300−1.5% | Reduced |
| Millennium Management LLC | 565,796 | $16.8M | 0.02% | −603,555−51.6% | Reduced |
| Russell Investments Group, Ltd. | 558,730 | $16.6M | 0.03% | +161,181+40.5% | Added |
| Amundi | 542,694 | $16.1M | 0.01% | −33,883−5.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,608 | $16.1M | 0.08% | +49,205+10.0% | Added |
| EJF Capital LLC | 520,000 | $15.4M | 1.35% | −115,327−18.2% | Reduced |
| State Board of Administration of Florida Retirement System | 514,026 | $15.2M | 0.03% | −13,329−2.5% | Reduced |
| Callodine Capital Management, LP | 500,000 | $14.8M | 5.90% | +205,000+69.5% | Added |
| Voloridge Investment Management, LLC | 498,020 | $14.8M | 0.10% | +309,501+164.2% | Added |
| Steamboat Capital Partners, LLC | 492,145 | $14.6M | 3.38% | −2,716−0.5% | Reduced |
| NFJ Investment Group, LLC | 474,323 | $14.1M | 0.28% | −16,483−3.4% | Reduced |
| New York State Common Retirement Fund | 467,233 | $13.8M | 0.01% | +1,700+0.4% | Added |
| Hudson Bay Capital Management LP | 465,000 | $13.8M | 0.19% | +40,000+9.4% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 464,934 | $13.8M | 0.03% | −375,138−44.7% | Reduced |
| Putnam Investments LLC | 435,553 | $12.9M | 0.02% | −25,336−5.5% | Reduced |
| Citigroup Inc | 413,603 | $12.3M | 0.01% | +9,194+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 410,236 | $12.2M | 0.07% | −31,638−7.2% | Reduced |
| Envestnet Asset Management Inc | 395,227 | $11.7M | 0.01% | −5,893−1.5% | Reduced |
| Great West Life Assurance Co | 370,410 | $11.1M | 0.03% | −36,051−8.9% | Reduced |
| Bank of Montreal | 358,153 | $10.9M | 0.01% | +53,961+17.7% | Added |
| AQR Capital Management LLC | 359,084 | $10.6M | 0.02% | +77,210+27.4% | Added |
| Brandywine Global Investment Management, LLC | 359,026 | $10.6M | 0.08% | −23,746−6.2% | Reduced |
| Royce & Associates LP | 352,618 | $10.5M | 0.08% | −802−0.2% | Reduced |
| Community Trust & Investment Co | 347,199 | $10.3M | 0.86% | +347,199 | New |
| Worldquant Millennium Advisors LLC | 337,184 | $9.99M | 0.22% | +135,684+67.3% | Added |
| Kingdon Capital Management, L.L.C. | 334,000 | $9.90M | 1.74% | +334,000 | New |