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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 681,210 | $17.4M | 0.03% | −10,300−1.5% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 635,235 | $18.8M | 5.99% | +173,331+37.5% | Added |
| Prana Capital Management, LP | 642,033 | $19.0M | 1.68% | +328,891+105.0% | Added |
| Zimmer Partners, LP | 645,000 | $19.1M | 0.30% | +370,000+134.5% | Added |
| Credit Suisse AG | 661,922 | $19.6M | 0.02% | +74,842+12.7% | Added |
| Lazard Asset Management LLC | 670,479 | $19.9M | 0.02% | −89,242−11.7% | Reduced |
| Wells Fargo & Company | 688,819 | $20.4M | 0.00% | −149,567−17.8% | Reduced |
| California State Teachers Retirement System | 690,841 | $20.5M | 0.03% | +2,712+0.4% | Added |
| Balyasny Asset Management LLC | 778,453 | $23.1M | 0.11% | −933,102−54.5% | Reduced |
| Alyeska Investment Group, L.P. | 791,249 | $23.5M | 0.29% | −126,466−13.8% | Reduced |
| Deutsche Bank AG | 807,072 | $23.9M | 0.01% | +107,465+15.4% | Added |
| Swedbank AB | 811,233 | $24.0M | 0.05% | +9,162+1.1% | Added |
| Ameriprise Financial Inc | 820,977 | $24.3M | 0.01% | +26,250+3.3% | Added |
| Storebrand Asset Management AS | 832,994 | $24.7M | 0.12% | +98,603+13.4% | Added |
| California Public Employees Retirement System | 841,533 | $24.9M | 0.02% | −23,377−2.7% | Reduced |
| Algebris (UK) Ltd | 884,686 | $26.2M | 15.37% | +237,827+36.8% | Added |
| O'Shaughnessy Asset Management, LLC | 939,250 | $27.8M | 0.57% | +237,923+33.9% | Added |
| Janus Henderson Group PLC | 946,216 | $28.0M | 0.01% | −22,737−2.3% | Reduced |
| Thompson Siegel & Walmsley LLC | 954,321 | $28.3M | 0.41% | −6,499−0.7% | Reduced |
| State of Wisconsin Investment Board | 956,718 | $28.4M | 0.06% | +7,857+0.8% | Added |
| Epoch Investment Partners, Inc. | 1,019,560 | $30.2M | 0.17% | −13,941−1.3% | Reduced |
| Wedge Capital Management L L P | 1,054,214 | $31.2M | 0.40% | +10,569+1.0% | Added |
| Parametric Portfolio Associates LLC | 1,105,601 | $32.8M | 0.02% | +54,415+5.2% | Added |
| Soapstone Management L.P. | 1,125,000 | $33.3M | 14.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 1,161,000 | $34.4M | 0.04% | −495,200−29.9% | Reduced |
| Voya Investment Management LLC | 1,189,758 | $35.3M | 0.07% | +1,128,599+1,845.4% | Added |
| Clough Capital Partners L P | 1,234,300 | $36.6M | 2.28% | +135,700+12.4% | Added |
| UBS Asset Management Americas Inc | 1,291,791 | $38.3M | 0.02% | −47,808−3.6% | Reduced |
| Clark Capital Management Group, Inc. | 1,348,657 | $40.0M | 0.55% | +28,445+2.2% | Added |
| Franklin Resources Inc | 1,354,875 | $40.2M | 0.02% | −1,749,175−56.4% | Reduced |
| Poplar Forest Capital LLC | 1,377,305 | $40.8M | 4.19% | −38,118−2.7% | Reduced |
| Gillson Capital LP | 1,377,485 | $40.8M | 2.99% | +724,875+111.1% | Added |
| Goldman Sachs Group Inc | 1,386,421 | $41.1M | 0.01% | +92,905+7.2% | Added |
| Samlyn Capital, LLC | 1,390,228 | $41.2M | 0.60% | +1,390,228 | New |
| D. E. Shaw & Co., Inc. | 1,454,002 | $43.1M | 0.06% | −1,142,301−44.0% | Reduced |
| Owl Creek Asset Management, L.P. | 1,561,832 | $46.3M | 3.11% | −1,275,577−45.0% | Reduced |
| GMT Capital Corp | 1,572,100 | $46.6M | 4.11% | +108,600+7.4% | Added |
| Morgan Stanley | 1,608,819 | $47.7M | 0.01% | −774,930−32.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,795,383 | $53.2M | 0.07% | −1,578,588−46.8% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,808,000 | $53.6M | 0.61% | +889,753+96.9% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,820,092 | $53.9M | 0.03% | +12,122+0.7% | Added |
| Charles Schwab Investment Management Inc | 2,039,958 | $60.5M | 0.02% | +30,922+1.5% | Added |
| Robeco Institutional Asset Management B.V. | 2,131,378 | $63.2M | 0.14% | −341,386−13.8% | Reduced |
| Legal & General Group Plc | 2,225,138 | $66.0M | 0.02% | −100,990−4.3% | Reduced |
| Northern Trust Corp | 2,582,933 | $76.6M | 0.01% | +72,857+2.9% | Added |
| Dimensional Fund Advisors LP | 2,610,784 | $77.4M | 0.02% | +385,495+17.3% | Added |
| Lord, Abbett & Co. LLC | 2,639,863 | $78.2M | 0.19% | −118,218−4.3% | Reduced |
| Bank of America Corp | 2,718,393 | $80.6M | 0.01% | −28,698−1.0% | Reduced |
| Artemis Investment Management LLP | 3,029,263 | $89.8M | 0.71% | +758,326+33.4% | Added |
| Point72 Asset Management, L.P. | 3,108,314 | $92.1M | 0.44% | +1,294,814+71.4% | Added |
| Ensign Peak Advisors, Inc | 3,201,112 | $94.9M | 0.20% | +17,469+0.5% | Added |
| Bank of New York Mellon Corp | 3,288,596 | $97.5M | 0.02% | +366,978+12.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,838,969 | $113.8M | 0.36% | −380,600−9.0% | Reduced |
| Clearbridge Investments, LLC | 4,066,479 | $120.5M | 0.09% | +133,696+3.4% | Added |
| FIL Ltd | 4,081,425 | $121.0M | 0.13% | −145,792−3.4% | Reduced |
| Citadel Advisors LLC | 4,246,468 | $125.9M | 0.14% | +440,957+11.6% | Added |
| Sessa Capital IM, L.P. | 4,292,228 | $127.2M | 8.07% | −346,293−7.5% | Reduced |
| FMR LLC | 4,322,840 | $128.1M | 0.01% | −156,000−3.5% | Reduced |
| Geode Capital Management, LLC | 4,592,332 | $135.9M | 0.02% | −152,280−3.2% | Reduced |
| Neuberger Berman Group LLC | 4,817,432 | $142.3M | 0.12% | +222,196+4.8% | Added |
| Thrivent Financial for Lutherans | 4,942,946 | $146.5M | 0.30% | −835,552−14.5% | Reduced |
| Ci Investments Inc. | 5,585,437 | $165.6M | 0.62% | +1,859,553+49.9% | Added |
| Thornburg Investment Management Inc | 5,664,660 | $167.9M | 2.06% | 00.0% | Unchanged |
| Nuveen Asset Management, LLC | 5,986,828 | $177.4M | 0.06% | −674,374−10.1% | Reduced |
| Massachusetts Financial Services Co | 6,784,078 | $201.1M | 0.06% | +237,890+3.6% | Added |
| Conifer Management, L.L.C. | 8,323,777 | $246.7M | 17.04% | 00.0% | Unchanged |
| State Street Corp | 10,256,486 | $304.0M | 0.02% | −351,986−3.3% | Reduced |
| Invesco Ltd. | 15,554,179 | $461.0M | 0.12% | −366,916−2.3% | Reduced |
| Wellington Management Group LLP | 16,168,140 | $479.2M | 0.08% | +386,138+2.4% | Added |
| Canada Pension Plan Investment Board | 17,999,904 | $533.5M | 0.60% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 22,131,172 | $656.0M | 2.60% | +1,726,223+8.5% | Added |
| Norges Bank | 24,266,295 | $719.3M | 0.16% | +3,627,827+17.6% | Added |
| BlackRock Inc. | 35,218,583 | $1.04B | 0.03% | −2,310,057−6.2% | Reduced |
| Vanguard Group Inc | 38,722,215 | $1.15B | 0.03% | −1,090,432−2.7% | Reduced |
| Price T Rowe Associates Inc | 44,894,037 | $1.33B | 0.13% | −6,373,560−12.4% | Reduced |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −3,424,313−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,180,120−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −308,600−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −197,521−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −163,215−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −150,274−100.0% | Sold out |
| Kingstown Capital Management L.P. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −109,700−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −92,856−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −74,238−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −49,168−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,139−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −39,672−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,083−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −27,664−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −24,443−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −23,882−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −19,038−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,730−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −15,588−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −12,956−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |