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 |
|---|---|---|---|---|---|
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 329,046 | $9.75M | 0.19% | −159,825−32.7% | Reduced |
| SEI Investments Co | 328,157 | $9.75M | 0.02% | +18,014+5.8% | Added |
| Adage Capital Partners GP, L.L.C. | 325,000 | $9.63M | 0.02% | +25,000+8.3% | Added |
| LSV Asset Management | 316,200 | $9.37M | 0.02% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 303,396 | $8.99M | 0.11% | −3,252−1.1% | Reduced |
| Rhumbline Advisers | 303,266 | $8.99M | 0.01% | −32,674−9.7% | Reduced |
| BlueMar Capital Management, LLC | 301,869 | $8.95M | 2.33% | +1,157+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 300,203 | $8.90M | 0.02% | +32,551+12.2% | Added |
| Man Group plc | 295,375 | $8.76M | 0.03% | −80,966−21.5% | Reduced |
| Mn Services Vermogensbeheer B.V. | 125,378 | $8.61M | 0.05% | −162,122−56.4% | Reduced |
| Raymond James & Associates | 285,902 | $8.47M | 0.01% | −59,560−17.2% | Reduced |
| Interval Partners, LP | 281,287 | $8.34M | 0.49% | +52,309+22.8% | Added |
| Oppenheimer Asset Management Inc. | 268,662 | $7.96M | 0.11% | −6,916−2.5% | Reduced |
| UBS Group AG | 263,335 | $7.81M | 0.00% | −15,013−5.4% | Reduced |
| AMP Capital Investors Ltd | 254,979 | $7.56M | 0.04% | −9,831−3.7% | Reduced |
| Full18 Capital LLC | 254,407 | $7.54M | 3.04% | +121,532+91.5% | Added |
| 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 |
| Susquehanna International Group, LLP | 242,318 | $7.18M | 0.01% | −55,647−18.7% | Reduced |
| Korea Investment CORP | 230,700 | $6.84M | 0.02% | −300−0.1% | Reduced |
| First Trust Advisors LP | 223,611 | $6.63M | 0.01% | −146,897−39.6% | Reduced |
| State of New Jersey Common Pension Fund D | 218,989 | $6.49M | 0.02% | +218,989 | New |
| Tdam USA Inc. | 216,307 | $6.41M | 0.42% | −3,119−1.4% | Reduced |
| Andra AP-fonden | 214,000 | $6.34M | 0.13% | +19,700+10.1% | Added |
| Twinbeech Capital LP | 213,897 | $6.34M | 0.45% | +213,897 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 208,268 | $6.17M | 0.02% | +91,756+78.8% | Added |
| ExodusPoint Capital Management, LP | 207,732 | $6.16M | 0.09% | +55,185+36.2% | Added |
| Public Employees Retirement System of Ohio | 206,167 | $6.11M | 0.02% | −46,622−18.4% | Reduced |
| Oregon Public Employees Retirement Fund | 201,964 | $5.99M | 0.07% | +7,111+3.6% | Added |
| Hyperion Capital Advisors LP | 200,000 | $5.93M | 1.57% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 196,697 | $5.83M | 0.05% | −19,900−9.2% | Reduced |
| Stifel Financial Corp | 193,819 | $5.75M | 0.01% | +42,873+28.4% | Added |
| Schroder Investment Management Group | 191,518 | $5.68M | 0.01% | −49,824−20.6% | Reduced |
| Squarepoint Ops LLC | 190,483 | $5.65M | 0.04% | +83,624+78.3% | Added |
| Oliver Luxxe Assets LLC | 187,634 | $5.56M | 1.53% | +17,750+10.4% | Added |
| Keeley-Teton Advisors, LLC | 183,949 | $5.45M | 0.59% | −24,814−11.9% | Reduced |
| NN Investment Partners Holdings N.V. | 181,365 | $5.38M | 0.03% | +3,370+1.9% | Added |
| Asset Management One Co.,Ltd. | 179,067 | $5.31M | 0.02% | −1,489−0.8% | Reduced |
| Rafferty Asset Management, LLC | 177,343 | $5.26M | 0.04% | −39,890−18.4% | Reduced |
| Pictet Asset Management SA | 176,897 | $5.24M | 0.01% | +176,897 | New |
| Point72 Europe (London) LLP | 170,700 | $5.06M | 2.95% | +6,800+4.1% | Added |
| Prudential Financial Inc | 169,638 | $5.03M | 0.01% | −4,473−2.6% | Reduced |
| Bridgewater Associates, LP | 165,235 | $4.90M | 0.03% | +32,386+24.4% | Added |
| First National Bank of Omaha | 161,695 | $4.79M | 0.24% | +525+0.3% | Added |
| Foster & Motley Inc | 160,867 | $4.77M | 0.40% | −4,527−2.7% | Reduced |
| Natixis Advisors, L.P. | 156,617 | $4.64M | 0.02% | +4,458+2.9% | Added |
| Manufacturers Life Insurance Company, The | 154,560 | $4.58M | 0.00% | −554,916−78.2% | Reduced |
| Guggenheim Capital LLC | 152,794 | $4.53M | 0.03% | +70,268+85.1% | Added |
| Engineers Gate Manager LP | 149,548 | $4.43M | 0.25% | +106,801+249.8% | Added |
| Two Sigma Investments, LP | 149,270 | $4.42M | 0.01% | −421,994−73.9% | Reduced |
| Hohimer Wealth Management, LLC | 145,603 | $4.32M | 0.91% | −2,924−2.0% | Reduced |
| Capitolis Advisors LLC | 133,379 | $4.29M | 0.04% | +83,746+168.7% | Added |
| HRT Financial LP | 141,003 | $4.18M | 0.03% | +65,244+86.1% | Added |
| Allianz Asset Management GmbH | 139,211 | $4.13M | 0.00% | +76+0.1% | Added |
| Teacher Retirement System of Texas | 139,126 | $4.12M | 0.02% | −175,207−55.7% | Reduced |
| Royal London Asset Management Ltd | 135,319 | $4.01M | 0.02% | 00.0% | Unchanged |
| Treasurer of the State of North Carolina | 133,018 | $3.94M | 0.02% | −481−0.4% | Reduced |
| Kempner Capital Management Inc. | 130,580 | $3.87M | 2.21% | +130,580 | New |
| Eagle Asset Management Inc | 129,717 | $3.84M | 0.02% | −136,963−51.4% | Reduced |
| Natixis | 128,638 | $3.81M | 0.01% | −135,102−51.2% | Reduced |
| Employees Retirement System of Texas | 119,991 | $3.56M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 115,722 | $3.43M | 0.00% | −131,563−53.2% | Reduced |
| Alliancebernstein L.P. | 115,373 | $3.42M | 0.00% | +16,925+17.2% | Added |
| Aviva PLC | 112,907 | $3.35M | 0.01% | −13,210−10.5% | Reduced |
| Arizona State Retirement System | 108,170 | $3.21M | 0.03% | −2,625−2.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 106,915 | $3.17M | 0.06% | −106,430−49.9% | Reduced |
| Royal Bank of Canada | 105,742 | $3.13M | 0.00% | +8,831+9.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 104,157 | $3.09M | 0.02% | −270.0% | Reduced |
| Qube Research & Technologies Ltd | 99,876 | $2.96M | 0.04% | −142,839−58.9% | Reduced |
| Brookfield Asset Management Inc. | 91,975 | $2.73M | 0.01% | −42,705−31.7% | Reduced |
| USS Investment Management Ltd | 86,571 | $2.57M | 0.02% | +86,571 | New |
| Handelsbanken Fonder AB | 81,400 | $2.41M | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 80,767 | $2.39M | 1.29% | +3,485+4.5% | Added |
| SG Americas Securities, LLC | 80,044 | $2.37M | 0.01% | +56,128+234.7% | Added |
| Standard Life Aberdeen plc | 78,452 | $2.37M | 0.01% | −6,890−8.1% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.36M | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 79,659 | $2.36M | 0.01% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 77,700 | $2.30M | 0.18% | −1,000−1.3% | Reduced |
| Gulf International Bank (UK) Ltd | 77,465 | $2.30M | 0.03% | −355−0.5% | Reduced |
| B. Metzler seel. Sohn & Co. Holding AG | 74,897 | $2.22M | 0.03% | 00.0% | Unchanged |
| Maven Securities LTD | 74,310 | $2.20M | 0.25% | +34,100+84.8% | Added |
| British Columbia Investment Management Corp | 71,219 | $2.11M | 0.01% | −1,485−2.0% | Reduced |
| Brant Point Investment Management LLC | 70,625 | $2.09M | 0.39% | −54,774−43.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.00M | 0.13% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 66,797 | $1.98M | 0.08% | −1,455−2.1% | Reduced |
| Utah Retirement Systems | 66,738 | $1.98M | 0.03% | −6,300−8.6% | Reduced |
| JPMorgan Chase & Co | 64,600 | $1.91M | 0.00% | −337,159−83.9% | Reduced |
| STRS Ohio | 62,697 | $1.86M | 0.01% | −946,916−93.8% | Reduced |
| IFM Investors Pty Ltd | 61,166 | $1.81M | 0.04% | 00.0% | Unchanged |
| American Century Companies Inc | 60,345 | $1.79M | 0.00% | +8,282+15.9% | Added |
| Public Employees Retirement Association of Colorado | 57,989 | $1.72M | 0.01% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 55,994 | $1.66M | 0.12% | −5,040−8.3% | Reduced |
| Principal Financial Group Inc | 55,556 | $1.65M | 0.00% | −2,889−4.9% | Reduced |
| Assenagon Asset Management S.A. | 55,104 | $1.63M | 0.01% | −1,226,813−95.7% | Reduced |
| DnB Asset Management AS | 54,038 | $1.60M | 0.01% | +2,721+5.3% | Added |
| Toronto Dominion Bank | 53,908 | $1.60M | 0.00% | −2,135−3.8% | Reduced |
| Comerica Bank | 47,096 | $1.60M | 0.01% | −10,701−18.5% | Reduced |
| DekaBank Deutsche Girozentrale | 52,918 | $1.59M | 0.00% | +2,687+5.3% | Added |
| Rockefeller Capital Management L.P. | 49,829 | $1.48M | 0.01% | +27,902+127.2% | Added |
| Crestline Management, LP | 49,498 | $1.47M | 0.14% | +49,498 | New |