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 |
|---|---|---|---|---|---|
| Occudo Quantitative Strategies LP | 0 | $0 | 0.00% | −11,857−100.0% | Sold out |
| Lombard Odier Asset Management (Switzerland) SA | 0 | $0 | 0.00% | −9,871−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −8,917−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −8,434−100.0% | Sold out |
| Illinois Municipal Retirement Fund | 0 | $0 | 0.00% | −8,031−100.0% | Sold out |
| Level Four Advisory Services, LLC | 0 | $0 | 0.00% | −7,254−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −6,768−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −6,593−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| Exos Asset Management LLC | 0 | $0 | 0.00% | −2,745−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −2,016−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −1,500−100.0% | Sold out |
| Leonteq Securities AG | 0 | $0 | 0.00% | −1,443−100.0% | Sold out |
| Alpha Paradigm Partners, LLC | 0 | $0 | 0.00% | −1,303−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −871−100.0% | Sold out |
| Eaton Vance Management | 0 | $0 | 0.00% | −481−100.0% | Sold out |
| MUFG Americas Holdings Corp | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Bartlett & Co. LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Capital Analysts, LLC | 0 | $0 | 0.00% | −40−100.0% | Sold out |
| Savior LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Bartlett & Co. Wealth Management LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| Wolverine Asset Management LLC | 0 | $0 | 0.00% | −1−100.0% | Sold out |
| Pictet Asset Management Ltd | – | – | – | – | Not filed |
| M Holdings Securities, Inc. | – | – | – | – | Not filed |
| Cipher Capital LP | – | – | – | – | Not filed |
| CWM, LLC | – | – | – | – | Not filed |
| PNC Managed Account Solutions, Inc. | – | – | – | – | Not filed |
| Smith Asset Management Group LP | – | – | – | – | Not filed |
| First Horizon Corp | – | – | – | – | Not filed |