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 |
|---|---|---|---|---|---|
| Federated Hermes, Inc. | 11,575 | $344.0K | 0.00% | −43,775−79.1% | Reduced |
| Pacific Global Investment Management CO | 11,706 | $347.0K | 0.07% | 00.0% | Unchanged |
| Steel Peak Wealth Management LLC | 11,769 | $349.0K | 0.02% | −30,291−72.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,865 | $352.0K | 0.00% | −1,097−8.5% | Reduced |
| M&T Bank Corp | 11,939 | $353.0K | 0.00% | −367−3.0% | Reduced |
| Arden Trust Co | 11,993 | $356.0K | 0.06% | +1,749+17.1% | Added |
| MidWestOne Financial Group, Inc. | 12,329 | $365.0K | 0.09% | +542+4.6% | Added |
| Stephens Inc | 12,639 | $375.0K | 0.01% | +2,257+21.7% | Added |
| Golden Green, Inc. | 12,743 | $378.0K | 0.29% | −2,835−18.2% | Reduced |
| Brown Advisory Inc | 12,969 | $384.0K | 0.00% | +544+4.4% | Added |
| FDx Advisors, Inc. | 13,384 | $397.0K | 0.01% | +2,646+24.6% | Added |
| Acadian Asset Management LLC | 13,505 | $400.0K | 0.00% | +13,505 | New |
| Anchor Investment Management, LLC | 13,950 | $413.5K | 0.06% | +13,650+4,550.0% | Added |
| Rodgers Brothers Inc. | 14,300 | $424.0K | 0.08% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 14,456 | $428.0K | 0.00% | −16,664−53.5% | Reduced |
| Quadrature Capital Ltd | 14,841 | $440.0K | 0.02% | +5,254+54.8% | Added |
| Quinn Opportunity Partners LLC | 15,000 | $445.0K | 0.03% | +15,000 | New |
| Kestra Advisory Services, LLC | 15,995 | $474.0K | 0.00% | +398+2.6% | Added |
| Verdence Capital Advisors LLC | 16,722 | $496.0K | 0.07% | +5,814+53.3% | Added |
| Greenleaf Trust | 17,420 | $516.0K | 0.01% | +68+0.4% | Added |
| Gsa Capital Partners LLP | 17,512 | $519.0K | 0.05% | +17,512 | New |
| CIBC Asset Management Inc | 17,830 | $528.0K | 0.00% | +929+5.5% | Added |
| Blueshift Asset Management, LLC | 17,874 | $530.0K | 0.03% | −33,700−65.3% | Reduced |
| Csenge Advisory Group | 18,123 | $548.0K | 0.05% | −438−2.4% | Reduced |
| PEAK6 Investments LLC | 18,889 | $560.0K | 0.01% | +18,889 | New |
| Nomura Holdings Inc | 19,000 | $574.0K | 0.00% | +19,000 | New |
| Chilton Investment Co LLC | 19,805 | $587.0K | 0.01% | −153,727−88.6% | Reduced |
| Tudor Investment Corp Et Al | 20,015 | $593.0K | 0.01% | −162,921−89.1% | Reduced |
| Caption Management, LLC | 20,000 | $593.0K | 0.04% | +20,000 | New |
| Westpac Banking Corp | 20,423 | $605.3K | 0.01% | +20,423 | New |
| Daiwa Securities Group Inc. | 20,484 | $607.0K | 0.00% | +1,000+5.1% | Added |
| ClariVest Asset Management LLC | 20,556 | $610.0K | 0.02% | −25−0.1% | Reduced |
| Mercer Global Advisors Inc | 22,063 | $654.0K | 0.00% | −3,934−15.1% | Reduced |
| Advisor Group Holdings, Inc. | 22,933 | $680.0K | 0.00% | −907−3.8% | Reduced |
| Gabelli Funds LLC | 23,000 | $682.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23,200 | $688.0K | 0.00% | −200−0.9% | Reduced |
| Tower Research Capital LLC (TRC) | 23,388 | $694.0K | 0.02% | +8,240+54.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,950 | $709.0K | 0.02% | −363−1.5% | Reduced |
| JustInvest LLC | 23,964 | $710.0K | 0.06% | +16,235+210.1% | Added |
| Nordea Investment Management AB | 24,005 | $730.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 24,744 | $733.0K | 0.01% | −3,087−11.1% | Reduced |
| Jennison Associates LLC | 25,361 | $752.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 25,966 | $770.0K | 0.00% | +9,492+57.6% | Added |
| Macquarie Group Ltd | 26,305 | $780.0K | 0.00% | +407+1.6% | Added |
| Icon Advisers Inc | 27,400 | $812.0K | 0.14% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 27,647 | $819.0K | 0.53% | −38−0.1% | Reduced |
| Maryland State Retirement & Pension System | 27,357 | $828.0K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,410 | $842.0K | 0.03% | 00.0% | Unchanged |
| Optimal Asset Management, Inc. | 28,434 | $843.0K | 0.11% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 28,799 | $854.0K | 0.07% | +10,387+56.4% | Added |
| Genesee Capital Advisors, LLC | 29,582 | $877.0K | 0.43% | +29,582 | New |
| Trexquant Investment LP | 29,858 | $885.0K | 0.07% | +29,858 | New |
| Bank of Nova Scotia | 30,313 | $898.0K | 0.00% | +30,313 | New |
| Magnetar Financial LLC | 30,391 | $901.0K | 0.01% | +30,391 | New |
| Diametric Capital, LP | 30,822 | $914.0K | 0.72% | −17,412−36.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $918.0K | 0.01% | +500+1.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,460 | $962.0K | 0.61% | +4,096+14.4% | Added |
| ProShare Advisors LLC | 33,092 | $981.0K | 0.00% | +64+0.2% | Added |
| Ergoteles LLC | 33,991 | $1.01M | 0.04% | −1,269−3.6% | Reduced |
| AlphaCrest Capital Management LLC | 34,086 | $1.01M | 0.05% | −6,766−16.6% | Reduced |
| LPL Financial LLC | 34,066 | $1.01M | 0.00% | +9,113+36.5% | Added |
| AMG National Trust Bank | 34,381 | $1.02M | 0.03% | +426+1.3% | Added |
| Agf Investments Inc. | 36,140 | $1.07M | 0.01% | −1,434−3.8% | Reduced |
| TCW Group Inc | 36,844 | $1.09M | 0.01% | +36,844 | New |
| TD Asset Management Inc | 37,235 | $1.10M | 0.00% | −500−1.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,308 | $1.11M | 0.01% | +37,308 | New |
| Dynamic Technology Lab Private Ltd | 39,347 | $1.17M | 0.14% | +26,314+201.9% | Added |
| D.A. Davidson & Co. | 40,310 | $1.20M | 0.01% | +5,855+17.0% | Added |
| Legacy Wealth Management, LLC | 40,635 | $1.20M | 0.64% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 41,628 | $1.23M | 0.04% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 43,532 | $1.29M | 0.01% | +588+1.4% | Added |
| Redwood Investment Management, LLC | 43,940 | $1.30M | 0.19% | +6,166+16.3% | Added |
| KBC Group NV | 46,772 | $1.39M | 0.01% | +1,275+2.8% | Added |
| Amalgamated Bank | 48,297 | $1.43M | 0.01% | −5,168−9.7% | Reduced |
| Boothbay Fund Management, LLC | 49,352 | $1.46M | 0.06% | −4,209−7.9% | Reduced |
| Crestline Management, LP | 49,498 | $1.47M | 0.14% | +49,498 | New |
| Rockefeller Capital Management L.P. | 49,829 | $1.48M | 0.01% | +27,902+127.2% | Added |
| DekaBank Deutsche Girozentrale | 52,918 | $1.59M | 0.00% | +2,687+5.3% | Added |
| Comerica Bank | 47,096 | $1.60M | 0.01% | −10,701−18.5% | Reduced |
| Toronto Dominion Bank | 53,908 | $1.60M | 0.00% | −2,135−3.8% | Reduced |
| DnB Asset Management AS | 54,038 | $1.60M | 0.01% | +2,721+5.3% | Added |
| Assenagon Asset Management S.A. | 55,104 | $1.63M | 0.01% | −1,226,813−95.7% | Reduced |
| Principal Financial Group Inc | 55,556 | $1.65M | 0.00% | −2,889−4.9% | Reduced |
| Balasa Dinverno & Foltz LLC | 55,994 | $1.66M | 0.12% | −5,040−8.3% | Reduced |
| Public Employees Retirement Association of Colorado | 57,989 | $1.72M | 0.01% | 00.0% | Unchanged |
| American Century Companies Inc | 60,345 | $1.79M | 0.00% | +8,282+15.9% | Added |
| IFM Investors Pty Ltd | 61,166 | $1.81M | 0.04% | 00.0% | Unchanged |
| STRS Ohio | 62,697 | $1.86M | 0.01% | −946,916−93.8% | Reduced |
| JPMorgan Chase & Co | 64,600 | $1.91M | 0.00% | −337,159−83.9% | Reduced |
| Utah Retirement Systems | 66,738 | $1.98M | 0.03% | −6,300−8.6% | Reduced |
| TD Private Client Wealth LLC | 66,797 | $1.98M | 0.08% | −1,455−2.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.00M | 0.13% | 00.0% | Unchanged |
| Brant Point Investment Management LLC | 70,625 | $2.09M | 0.39% | −54,774−43.7% | Reduced |
| British Columbia Investment Management Corp | 71,219 | $2.11M | 0.01% | −1,485−2.0% | Reduced |
| Maven Securities LTD | 74,310 | $2.20M | 0.25% | +34,100+84.8% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 74,897 | $2.22M | 0.03% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 77,465 | $2.30M | 0.03% | −355−0.5% | Reduced |
| Tributary Capital Management, LLC | 77,700 | $2.30M | 0.18% | −1,000−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 79,659 | $2.36M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 79,700 | $2.36M | 0.05% | 00.0% | Unchanged |