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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 49,352 | $1.46M | 0.06% | −4,209−7.9% | Reduced |
| Amalgamated Bank | 48,297 | $1.43M | 0.01% | −5,168−9.7% | Reduced |
| KBC Group NV | 46,772 | $1.39M | 0.01% | +1,275+2.8% | Added |
| Redwood Investment Management, LLC | 43,940 | $1.30M | 0.19% | +6,166+16.3% | Added |
| Nissay Asset Management Corp | 43,532 | $1.29M | 0.01% | +588+1.4% | Added |
| Chartwell Investment Partners, LLC | 41,628 | $1.23M | 0.04% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 40,635 | $1.20M | 0.64% | 00.0% | Unchanged |
| D.A. Davidson & Co. | 40,310 | $1.20M | 0.01% | +5,855+17.0% | Added |
| Dynamic Technology Lab Private Ltd | 39,347 | $1.17M | 0.14% | +26,314+201.9% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,308 | $1.11M | 0.01% | +37,308 | New |
| TD Asset Management Inc | 37,235 | $1.10M | 0.00% | −500−1.3% | Reduced |
| TCW Group Inc | 36,844 | $1.09M | 0.01% | +36,844 | New |
| Agf Investments Inc. | 36,140 | $1.07M | 0.01% | −1,434−3.8% | Reduced |
| AMG National Trust Bank | 34,381 | $1.02M | 0.03% | +426+1.3% | Added |
| 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 |
| Ergoteles LLC | 33,991 | $1.01M | 0.04% | −1,269−3.6% | Reduced |
| ProShare Advisors LLC | 33,092 | $981.0K | 0.00% | +64+0.2% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,460 | $962.0K | 0.61% | +4,096+14.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $918.0K | 0.01% | +500+1.6% | Added |
| Diametric Capital, LP | 30,822 | $914.0K | 0.72% | −17,412−36.1% | Reduced |
| Magnetar Financial LLC | 30,391 | $901.0K | 0.01% | +30,391 | New |
| Bank of Nova Scotia | 30,313 | $898.0K | 0.00% | +30,313 | New |
| Trexquant Investment LP | 29,858 | $885.0K | 0.07% | +29,858 | New |
| Genesee Capital Advisors, LLC | 29,582 | $877.0K | 0.43% | +29,582 | New |
| Point72 Hong Kong Ltd | 28,799 | $854.0K | 0.07% | +10,387+56.4% | Added |
| Optimal Asset Management, Inc. | 28,434 | $843.0K | 0.11% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,410 | $842.0K | 0.03% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,357 | $828.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 27,647 | $819.0K | 0.53% | −38−0.1% | Reduced |
| Icon Advisers Inc | 27,400 | $812.0K | 0.14% | 00.0% | Unchanged |
| Macquarie Group Ltd | 26,305 | $780.0K | 0.00% | +407+1.6% | Added |
| First Republic Investment Management, Inc. | 25,966 | $770.0K | 0.00% | +9,492+57.6% | Added |
| Jennison Associates LLC | 25,361 | $752.0K | 0.00% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 24,744 | $733.0K | 0.01% | −3,087−11.1% | Reduced |
| Nordea Investment Management AB | 24,005 | $730.0K | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 23,964 | $710.0K | 0.06% | +16,235+210.1% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,950 | $709.0K | 0.02% | −363−1.5% | Reduced |
| Tower Research Capital LLC (TRC) | 23,388 | $694.0K | 0.02% | +8,240+54.4% | Added |
| Nisa Investment Advisors, LLC | 23,200 | $688.0K | 0.00% | −200−0.9% | Reduced |
| Gabelli Funds LLC | 23,000 | $682.0K | 0.00% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 22,933 | $680.0K | 0.00% | −907−3.8% | Reduced |
| Mercer Global Advisors Inc | 22,063 | $654.0K | 0.00% | −3,934−15.1% | Reduced |
| ClariVest Asset Management LLC | 20,556 | $610.0K | 0.02% | −25−0.1% | Reduced |
| Daiwa Securities Group Inc. | 20,484 | $607.0K | 0.00% | +1,000+5.1% | Added |
| Westpac Banking Corp | 20,423 | $605.3K | 0.01% | +20,423 | New |
| 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 |
| Chilton Investment Co LLC | 19,805 | $587.0K | 0.01% | −153,727−88.6% | Reduced |
| Nomura Holdings Inc | 19,000 | $574.0K | 0.00% | +19,000 | New |
| PEAK6 Investments LLC | 18,889 | $560.0K | 0.01% | +18,889 | New |
| Csenge Advisory Group | 18,123 | $548.0K | 0.05% | −438−2.4% | Reduced |
| Blueshift Asset Management, LLC | 17,874 | $530.0K | 0.03% | −33,700−65.3% | Reduced |
| CIBC Asset Management Inc | 17,830 | $528.0K | 0.00% | +929+5.5% | Added |
| Gsa Capital Partners LLP | 17,512 | $519.0K | 0.05% | +17,512 | New |
| Greenleaf Trust | 17,420 | $516.0K | 0.01% | +68+0.4% | Added |
| Verdence Capital Advisors LLC | 16,722 | $496.0K | 0.07% | +5,814+53.3% | Added |
| Kestra Advisory Services, LLC | 15,995 | $474.0K | 0.00% | +398+2.6% | Added |
| Quinn Opportunity Partners LLC | 15,000 | $445.0K | 0.03% | +15,000 | New |
| Quadrature Capital Ltd | 14,841 | $440.0K | 0.02% | +5,254+54.8% | Added |
| Echo Street Capital Management LLC | 14,456 | $428.0K | 0.00% | −16,664−53.5% | Reduced |
| Rodgers Brothers Inc. | 14,300 | $424.0K | 0.08% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 13,950 | $413.5K | 0.06% | +13,650+4,550.0% | Added |
| Acadian Asset Management LLC | 13,505 | $400.0K | 0.00% | +13,505 | New |
| FDx Advisors, Inc. | 13,384 | $397.0K | 0.01% | +2,646+24.6% | Added |
| Brown Advisory Inc | 12,969 | $384.0K | 0.00% | +544+4.4% | Added |
| Golden Green, Inc. | 12,743 | $378.0K | 0.29% | −2,835−18.2% | Reduced |
| Stephens Inc | 12,639 | $375.0K | 0.01% | +2,257+21.7% | Added |
| MidWestOne Financial Group, Inc. | 12,329 | $365.0K | 0.09% | +542+4.6% | Added |
| Arden Trust Co | 11,993 | $356.0K | 0.06% | +1,749+17.1% | Added |
| M&T Bank Corp | 11,939 | $353.0K | 0.00% | −367−3.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 11,865 | $352.0K | 0.00% | −1,097−8.5% | Reduced |
| Steel Peak Wealth Management LLC | 11,769 | $349.0K | 0.02% | −30,291−72.0% | Reduced |
| Pacific Global Investment Management CO | 11,706 | $347.0K | 0.07% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,575 | $344.0K | 0.00% | −43,775−79.1% | Reduced |
| Sciencast Management LP | 10,792 | $340.0K | 0.10% | −9,118−45.8% | Reduced |
| Rothschild Investment Corp | 11,425 | $339.0K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 11,377 | $337.0K | 0.01% | −11,530−50.3% | Reduced |
| Teza Capital Management LLC | 11,378 | $337.0K | 0.16% | +11,378 | New |
| Jacobs Levy Equity Management, Inc | 11,216 | $332.0K | 0.00% | +11,216 | New |
| Signaturefd, LLC | 11,179 | $331.0K | 0.01% | +614+5.8% | Added |
| CIBC World Markets Inc. | 11,120 | $330.0K | 0.00% | −5,115−31.5% | Reduced |
| Verition Fund Management LLC | 11,028 | $327.0K | 0.00% | +11,028 | New |
| IBM Retirement Fund | 10,886 | $323.0K | 0.03% | 00.0% | Unchanged |
| Campbell & CO Investment Adviser LLC | 10,600 | $314.0K | 0.10% | +10,600 | New |
| US Bancorp | 10,599 | $313.0K | 0.00% | +2,564+31.9% | Added |
| Allstate Corp | 10,384 | $308.0K | 0.01% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 10,086 | $299.0K | 0.11% | +45+0.4% | Added |
| XTX Topco Ltd | 9,949 | $295.0K | 0.10% | +9,949 | New |
| Integrated Wealth Concepts LLC | 9,887 | $293.0K | 0.01% | +9,887 | New |
| Black Maple Capital Management LP | 9,500 | $282.0K | 0.43% | +2,000+26.7% | Added |
| World Asset Management Inc | 9,361 | $277.0K | 0.03% | −1,021−9.8% | Reduced |
| Corient Capital Partners, LLC | 9,194 | $273.0K | 0.02% | +969+11.8% | Added |
| Ethic Inc. | 8,967 | $266.0K | 0.03% | +8,967 | New |
| Walleye Capital LLC | 8,766 | $260.0K | 0.01% | +8,766 | New |
| Raymond James Trust N.A. | 8,732 | $259.0K | 0.01% | −2,586−22.8% | Reduced |
| Veriti Management LLC | 8,683 | $257.0K | 0.04% | −210−2.4% | Reduced |
| Pitcairn Co | 8,560 | $254.0K | 0.02% | −940−9.9% | Reduced |
| Equitable Holdings, Inc. | 8,500 | $252.0K | 0.00% | −491−5.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,141 | $241.0K | 0.02% | +299+3.8% | Added |