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 |
|---|---|---|---|---|---|
| Standard Life Aberdeen plc | 78,452 | $2.37M | 0.01% | −6,890−8.1% | Reduced |
| SG Americas Securities, LLC | 80,044 | $2.37M | 0.01% | +56,128+234.7% | Added |
| Kendall Capital Management | 80,767 | $2.39M | 1.29% | +3,485+4.5% | Added |
| Handelsbanken Fonder AB | 81,400 | $2.41M | 0.01% | 00.0% | Unchanged |
| USS Investment Management Ltd | 86,571 | $2.57M | 0.02% | +86,571 | New |
| Brookfield Asset Management Inc. | 91,975 | $2.73M | 0.01% | −42,705−31.7% | Reduced |
| Qube Research & Technologies Ltd | 99,876 | $2.96M | 0.04% | −142,839−58.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 104,157 | $3.09M | 0.02% | −270.0% | Reduced |
| Royal Bank of Canada | 105,742 | $3.13M | 0.00% | +8,831+9.1% | Added |
| Susquehanna Fundamental Investments, LLC | 106,915 | $3.17M | 0.06% | −106,430−49.9% | Reduced |
| Arizona State Retirement System | 108,170 | $3.21M | 0.03% | −2,625−2.4% | Reduced |
| Aviva PLC | 112,907 | $3.35M | 0.01% | −13,210−10.5% | Reduced |
| Alliancebernstein L.P. | 115,373 | $3.42M | 0.00% | +16,925+17.2% | Added |
| Victory Capital Management Inc | 115,722 | $3.43M | 0.00% | −131,563−53.2% | Reduced |
| Employees Retirement System of Texas | 119,991 | $3.56M | 0.04% | 00.0% | Unchanged |
| Natixis | 128,638 | $3.81M | 0.01% | −135,102−51.2% | Reduced |
| Eagle Asset Management Inc | 129,717 | $3.84M | 0.02% | −136,963−51.4% | Reduced |
| Kempner Capital Management Inc. | 130,580 | $3.87M | 2.21% | +130,580 | New |
| Treasurer of the State of North Carolina | 133,018 | $3.94M | 0.02% | −481−0.4% | Reduced |
| Royal London Asset Management Ltd | 135,319 | $4.01M | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 139,126 | $4.12M | 0.02% | −175,207−55.7% | Reduced |
| Allianz Asset Management GmbH | 139,211 | $4.13M | 0.00% | +76+0.1% | Added |
| HRT Financial LP | 141,003 | $4.18M | 0.03% | +65,244+86.1% | Added |
| Capitolis Advisors LLC | 133,379 | $4.29M | 0.04% | +83,746+168.7% | Added |
| Hohimer Wealth Management, LLC | 145,603 | $4.32M | 0.91% | −2,924−2.0% | Reduced |
| Two Sigma Investments, LP | 149,270 | $4.42M | 0.01% | −421,994−73.9% | Reduced |
| Engineers Gate Manager LP | 149,548 | $4.43M | 0.25% | +106,801+249.8% | Added |
| Guggenheim Capital LLC | 152,794 | $4.53M | 0.03% | +70,268+85.1% | Added |
| Manufacturers Life Insurance Company, The | 154,560 | $4.58M | 0.00% | −554,916−78.2% | Reduced |
| Natixis Advisors, L.P. | 156,617 | $4.64M | 0.02% | +4,458+2.9% | Added |
| Foster & Motley Inc | 160,867 | $4.77M | 0.40% | −4,527−2.7% | Reduced |
| First National Bank of Omaha | 161,695 | $4.79M | 0.24% | +525+0.3% | Added |
| Bridgewater Associates, LP | 165,235 | $4.90M | 0.03% | +32,386+24.4% | Added |
| Prudential Financial Inc | 169,638 | $5.03M | 0.01% | −4,473−2.6% | Reduced |
| Point72 Europe (London) LLP | 170,700 | $5.06M | 2.95% | +6,800+4.1% | Added |
| Pictet Asset Management SA | 176,897 | $5.24M | 0.01% | +176,897 | New |
| Rafferty Asset Management, LLC | 177,343 | $5.26M | 0.04% | −39,890−18.4% | Reduced |
| Asset Management One Co.,Ltd. | 179,067 | $5.31M | 0.02% | −1,489−0.8% | Reduced |
| NN Investment Partners Holdings N.V. | 181,365 | $5.38M | 0.03% | +3,370+1.9% | Added |
| Keeley-Teton Advisors, LLC | 183,949 | $5.45M | 0.59% | −24,814−11.9% | Reduced |
| Oliver Luxxe Assets LLC | 187,634 | $5.56M | 1.53% | +17,750+10.4% | Added |
| Squarepoint Ops LLC | 190,483 | $5.65M | 0.04% | +83,624+78.3% | Added |
| Schroder Investment Management Group | 191,518 | $5.68M | 0.01% | −49,824−20.6% | Reduced |
| Stifel Financial Corp | 193,819 | $5.75M | 0.01% | +42,873+28.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 196,697 | $5.83M | 0.05% | −19,900−9.2% | Reduced |
| Hyperion Capital Advisors LP | 200,000 | $5.93M | 1.57% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 201,964 | $5.99M | 0.07% | +7,111+3.6% | Added |
| Public Employees Retirement System of Ohio | 206,167 | $6.11M | 0.02% | −46,622−18.4% | Reduced |
| ExodusPoint Capital Management, LP | 207,732 | $6.16M | 0.09% | +55,185+36.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 208,268 | $6.17M | 0.02% | +91,756+78.8% | Added |
| Twinbeech Capital LP | 213,897 | $6.34M | 0.45% | +213,897 | New |
| Andra AP-fonden | 214,000 | $6.34M | 0.13% | +19,700+10.1% | Added |
| Tdam USA Inc. | 216,307 | $6.41M | 0.42% | −3,119−1.4% | Reduced |
| State of New Jersey Common Pension Fund D | 218,989 | $6.49M | 0.02% | +218,989 | New |
| First Trust Advisors LP | 223,611 | $6.63M | 0.01% | −146,897−39.6% | Reduced |
| Korea Investment CORP | 230,700 | $6.84M | 0.02% | −300−0.1% | Reduced |
| Susquehanna International Group, LLP | 242,318 | $7.18M | 0.01% | −55,647−18.7% | Reduced |
| HSBC Holdings PLC | 248,257 | $7.40M | 0.01% | +27,141+12.3% | Added |
| Caisse de Depot Et Placement du Quebec | 249,712 | $7.40M | 0.02% | +249,712 | New |
| Full18 Capital LLC | 254,407 | $7.54M | 3.04% | +121,532+91.5% | Added |
| AMP Capital Investors Ltd | 254,979 | $7.56M | 0.04% | −9,831−3.7% | Reduced |
| UBS Group AG | 263,335 | $7.81M | 0.00% | −15,013−5.4% | Reduced |
| Oppenheimer Asset Management Inc. | 268,662 | $7.96M | 0.11% | −6,916−2.5% | Reduced |
| Interval Partners, LP | 281,287 | $8.34M | 0.49% | +52,309+22.8% | Added |
| Raymond James & Associates | 285,902 | $8.47M | 0.01% | −59,560−17.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 125,378 | $8.61M | 0.05% | −162,122−56.4% | Reduced |
| Man Group plc | 295,375 | $8.76M | 0.03% | −80,966−21.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 300,203 | $8.90M | 0.02% | +32,551+12.2% | Added |
| BlueMar Capital Management, LLC | 301,869 | $8.95M | 2.33% | +1,157+0.4% | Added |
| Rhumbline Advisers | 303,266 | $8.99M | 0.01% | −32,674−9.7% | Reduced |
| Cubist Systematic Strategies, LLC | 303,396 | $8.99M | 0.11% | −3,252−1.1% | Reduced |
| LSV Asset Management | 316,200 | $9.37M | 0.02% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 325,000 | $9.63M | 0.02% | +25,000+8.3% | Added |
| SEI Investments Co | 328,157 | $9.75M | 0.02% | +18,014+5.8% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 329,046 | $9.75M | 0.19% | −159,825−32.7% | Reduced |
| Kingdon Capital Management, L.L.C. | 334,000 | $9.90M | 1.74% | +334,000 | New |
| Worldquant Millennium Advisors LLC | 337,184 | $9.99M | 0.22% | +135,684+67.3% | Added |
| Community Trust & Investment Co | 347,199 | $10.3M | 0.86% | +347,199 | New |
| Royce & Associates LP | 352,618 | $10.5M | 0.08% | −802−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 359,026 | $10.6M | 0.08% | −23,746−6.2% | Reduced |
| AQR Capital Management LLC | 359,084 | $10.6M | 0.02% | +77,210+27.4% | Added |
| Bank of Montreal | 358,153 | $10.9M | 0.01% | +53,961+17.7% | Added |
| Great West Life Assurance Co | 370,410 | $11.1M | 0.03% | −36,051−8.9% | Reduced |
| Envestnet Asset Management Inc | 395,227 | $11.7M | 0.01% | −5,893−1.5% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 410,236 | $12.2M | 0.07% | −31,638−7.2% | Reduced |
| Citigroup Inc | 413,603 | $12.3M | 0.01% | +9,194+2.3% | Added |
| Putnam Investments LLC | 435,553 | $12.9M | 0.02% | −25,336−5.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 464,934 | $13.8M | 0.03% | −375,138−44.7% | Reduced |
| Hudson Bay Capital Management LP | 465,000 | $13.8M | 0.19% | +40,000+9.4% | Added |
| New York State Common Retirement Fund | 467,233 | $13.8M | 0.01% | +1,700+0.4% | Added |
| NFJ Investment Group, LLC | 474,323 | $14.1M | 0.28% | −16,483−3.4% | Reduced |
| Steamboat Capital Partners, LLC | 492,145 | $14.6M | 3.38% | −2,716−0.5% | Reduced |
| Voloridge Investment Management, LLC | 498,020 | $14.8M | 0.10% | +309,501+164.2% | Added |
| Callodine Capital Management, LP | 500,000 | $14.8M | 5.90% | +205,000+69.5% | Added |
| State Board of Administration of Florida Retirement System | 514,026 | $15.2M | 0.03% | −13,329−2.5% | Reduced |
| EJF Capital LLC | 520,000 | $15.4M | 1.35% | −115,327−18.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,608 | $16.1M | 0.08% | +49,205+10.0% | Added |
| Amundi | 542,694 | $16.1M | 0.01% | −33,883−5.9% | Reduced |
| Russell Investments Group, Ltd. | 558,730 | $16.6M | 0.03% | +161,181+40.5% | Added |
| Millennium Management LLC | 565,796 | $16.8M | 0.02% | −603,555−51.6% | Reduced |