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, Q4 2021
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 397
- +29 vs. Q3 2021
- Shares held
- 385.2M
- −14.6M (−3.6%) vs. Q3 2021
- Total value
- $12.6B
- +$776.5M (+6.6%) vs. Q3 2021
- New holders
- 65
- 133 more added
- Sold out
- 36
- 151 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 45,033,655 | $1.48B | 0.13% | +139,618+0.3% | Added |
| Vanguard Group Inc | 39,288,878 | $1.29B | 0.03% | +566,663+1.5% | Added |
| BlackRock Inc. | 33,207,444 | $1.09B | 0.03% | −2,011,139−5.7% | Reduced |
| Norges Bank | 23,585,331 | $773.4M | 0.16% | −680,964−2.8% | Reduced |
| Pzena Investment Management LLC | 22,083,633 | $724.1M | 2.73% | −47,539−0.2% | Reduced |
| Canada Pension Plan Investment Board | 18,240,809 | $598.1M | 0.64% | +240,905+1.3% | Added |
| Wellington Management Group LLP | 14,662,842 | $480.8M | 0.08% | −1,505,298−9.3% | Reduced |
| Invesco Ltd. | 13,463,783 | $441.5M | 0.11% | −2,090,396−13.4% | Reduced |
| State Street Corp | 9,631,463 | $315.8M | 0.01% | −625,023−6.1% | Reduced |
| Conifer Management, L.L.C. | 8,323,777 | $272.9M | 19.11% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 6,891,102 | $226.0M | 0.06% | +107,024+1.6% | Added |
| Nuveen Asset Management, LLC | 6,451,089 | $211.5M | 0.06% | +464,261+7.8% | Added |
| Thornburg Investment Management Inc | 5,667,437 | $185.8M | 2.18% | +2,7770.0% | Added |
| Ci Investments Inc. | 5,272,753 | $172.9M | 0.60% | −312,684−5.6% | Reduced |
| FMR LLC | 5,176,976 | $169.8M | 0.01% | +854,136+19.8% | Added |
| Thrivent Financial for Lutherans | 4,856,883 | $159.3M | 0.31% | −86,063−1.7% | Reduced |
| Neuberger Berman Group LLC | 4,741,058 | $154.4M | 0.12% | −76,374−1.6% | Reduced |
| Geode Capital Management, LLC | 4,625,196 | $151.4M | 0.02% | +32,864+0.7% | Added |
| FIL Ltd | 3,976,931 | $130.4M | 0.13% | −104,494−2.6% | Reduced |
| Sessa Capital IM, L.P. | 3,863,521 | $126.7M | 6.86% | −428,707−10.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,742,380 | $122.7M | 0.39% | −96,589−2.5% | Reduced |
| Ensign Peak Advisors, Inc | 3,709,546 | $121.6M | 0.23% | +508,434+15.9% | Added |
| Clearbridge Investments, LLC | 3,704,679 | $121.5M | 0.08% | −361,800−8.9% | Reduced |
| Dimensional Fund Advisors LP | 3,384,596 | $111.0M | 0.03% | +773,812+29.6% | Added |
| Samlyn Capital, LLC | 2,742,480 | $89.9M | 1.38% | +1,352,252+97.3% | Added |
| Bank of America Corp | 2,722,484 | $89.3M | 0.01% | +4,091+0.2% | Added |
| Artemis Investment Management LLP | 2,658,139 | $87.1M | 0.63% | −371,124−12.3% | Reduced |
| Citadel Advisors LLC | 2,651,945 | $87.0M | 0.09% | −1,594,523−37.5% | Reduced |
| Lord, Abbett & Co. LLC | 2,633,815 | $86.4M | 0.20% | −6,048−0.2% | Reduced |
| Bank of New York Mellon Corp | 2,510,848 | $82.3M | 0.01% | −777,748−23.6% | Reduced |
| Northern Trust Corp | 2,480,416 | $81.3M | 0.01% | −102,517−4.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,044,395 | $67.0M | 0.02% | +4,437+0.2% | Added |
| Legal & General Group Plc | 2,018,561 | $66.2M | 0.02% | −206,577−9.3% | Reduced |
| Goldman Sachs Group Inc | 1,938,710 | $63.6M | 0.02% | +552,289+39.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,934,186 | $63.4M | 0.13% | −197,192−9.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,923,930 | $63.1M | 0.61% | +115,930+6.4% | Added |
| GMT Capital Corp | 1,700,400 | $55.8M | 4.30% | +128,300+8.2% | Added |
| Morgan Stanley | 1,537,858 | $50.4M | 0.01% | −70,961−4.4% | Reduced |
| Deutsche Bank AG | 1,461,017 | $47.9M | 0.02% | +653,945+81.0% | Added |
| Balyasny Asset Management LLC | 1,447,623 | $47.5M | 0.20% | +669,170+86.0% | Added |
| Clark Capital Management Group, Inc. | 1,371,581 | $45.0M | 0.55% | +22,924+1.7% | Added |
| Owl Creek Asset Management, L.P. | 1,322,832 | $43.4M | 2.91% | −239,000−15.3% | Reduced |
| Alyeska Investment Group, L.P. | 1,321,231 | $43.3M | 0.50% | +529,982+67.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,310,382 | $43.0M | 0.03% | −509,710−28.0% | Reduced |
| Gillson Capital LP | 1,280,456 | $42.0M | 2.74% | −97,029−7.0% | Reduced |
| Poplar Forest Capital LLC | 1,258,186 | $41.3M | 4.34% | −119,119−8.6% | Reduced |
| UBS Asset Management Americas Inc | 1,240,197 | $40.7M | 0.02% | −51,594−4.0% | Reduced |
| Clough Capital Partners L P | 1,234,300 | $40.5M | 2.72% | 00.0% | Unchanged |
| Parametric Portfolio Associates LLC | 1,144,126 | $37.5M | 0.02% | +38,525+3.5% | Added |
| Voya Investment Management LLC | 1,067,369 | $35.0M | 0.07% | −122,389−10.3% | Reduced |
| Wedge Capital Management L L P | 1,024,623 | $33.6M | 0.42% | −29,591−2.8% | Reduced |
| Epoch Investment Partners, Inc. | 1,019,374 | $33.4M | 0.17% | −1860.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,006,016 | $33.0M | 0.59% | +66,766+7.1% | Added |
| State of Wisconsin Investment Board | 952,632 | $31.2M | 0.06% | −4,086−0.4% | Reduced |
| Soapstone Management L.P. | 950,000 | $31.2M | 14.32% | −175,000−15.6% | Reduced |
| HSBC Holdings PLC | 910,298 | $30.0M | 0.03% | +662,041+266.7% | Added |
| Ameriprise Financial Inc | 884,188 | $29.0M | 0.01% | +63,211+7.7% | Added |
| Voloridge Investment Management, LLC | 851,985 | $27.9M | 0.15% | +353,965+71.1% | Added |
| Natixis | 841,934 | $27.6M | 0.09% | +713,296+554.5% | Added |
| Storebrand Asset Management AS | 822,508 | $27.0M | 0.12% | −10,486−1.3% | Reduced |
| Swedbank AB | 811,233 | $26.6M | 0.05% | 00.0% | Unchanged |
| Prana Capital Management, LP | 800,899 | $26.3M | 2.07% | +158,866+24.7% | Added |
| D. E. Shaw & Co., Inc. | 796,438 | $26.1M | 0.03% | −657,564−45.2% | Reduced |
| California Public Employees Retirement System | 761,543 | $25.0M | 0.02% | −79,990−9.5% | Reduced |
| Algebris (UK) Ltd | 756,700 | $24.8M | 12.41% | −127,986−14.5% | Reduced |
| Zimmer Partners, LP | 750,000 | $24.6M | 0.37% | +105,000+16.3% | Added |
| Credit Suisse AG | 731,665 | $24.0M | 0.02% | +69,743+10.5% | Added |
| California State Teachers Retirement System | 686,242 | $22.5M | 0.03% | −4,599−0.7% | Reduced |
| Russell Investments Group, Ltd. | 611,803 | $20.1M | 0.03% | +53,073+9.5% | Added |
| Amundi | 547,985 | $19.6M | 0.01% | +5,291+1.0% | Added |
| APG Asset Management N.V. | 672,810 | $19.4M | 0.03% | −8,400−1.2% | Reduced |
| Millennium Management LLC | 569,201 | $18.7M | 0.02% | +3,405+0.6% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 539,457 | $17.7M | 6.11% | −95,778−15.1% | Reduced |
| State Board of Administration of Florida Retirement System | 513,684 | $16.8M | 0.03% | −342−0.1% | Reduced |
| Lazard Asset Management LLC | 502,363 | $16.5M | 0.02% | −168,116−25.1% | Reduced |
| Steamboat Capital Partners, LLC | 500,321 | $16.4M | 5.02% | +8,176+1.7% | Added |
| New York State Common Retirement Fund | 488,874 | $16.0M | 0.02% | +21,641+4.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,576 | $16.0M | 0.06% | −62,032−11.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 484,323 | $15.9M | 0.08% | +74,087+18.1% | Added |
| Wells Fargo & Company | 443,122 | $14.5M | 0.00% | −245,697−35.7% | Reduced |
| NFJ Investment Group, LLC | 435,956 | $14.3M | 0.26% | −38,367−8.1% | Reduced |
| AQR Capital Management LLC | 430,263 | $14.1M | 0.03% | +71,179+19.8% | Added |
| Janus Henderson Group PLC | 415,046 | $13.6M | 0.01% | −531,170−56.1% | Reduced |
| Putnam Investments LLC | 407,659 | $13.4M | 0.02% | −27,894−6.4% | Reduced |
| Envestnet Asset Management Inc | 388,974 | $12.8M | 0.01% | −6,253−1.6% | Reduced |
| Point72 Asset Management, L.P. | 388,464 | $12.7M | 0.06% | −2,719,850−87.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 384,895 | $12.6M | 0.03% | −80,039−17.2% | Reduced |
| Callodine Capital Management, LP | 365,000 | $12.0M | 4.94% | −135,000−27.0% | Reduced |
| Brandywine Global Investment Management, LLC | 350,913 | $11.5M | 0.08% | −8,113−2.3% | Reduced |
| Community Trust & Investment Co | 347,430 | $11.4M | 0.88% | +231+0.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 329,046 | $10.8M | 0.16% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 325,651 | $10.7M | 2.97% | +23,782+7.9% | Added |
| Interval Partners, LP | 324,593 | $10.6M | 0.72% | +43,306+15.4% | Added |
| Teacher Retirement System of Texas | 320,398 | $10.5M | 0.05% | +181,272+130.3% | Added |
| Citigroup Inc | 317,303 | $10.4M | 0.01% | −96,300−23.3% | Reduced |
| SEI Investments Co | 311,159 | $10.2M | 0.02% | −16,998−5.2% | Reduced |
| Susquehanna International Group, LLP | 308,425 | $10.1M | 0.02% | +66,107+27.3% | Added |
| Great West Life Assurance Co | 306,819 | $10.0M | 0.02% | −63,591−17.2% | Reduced |
| Rhumbline Advisers | 301,759 | $9.89M | 0.01% | −1,507−0.5% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $9.84M | 0.11% | −165,000−35.5% | Reduced |