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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 8,129 | $267.0K | 0.00% | −2,991−26.9% | Reduced |
| Interchange Capital Partners, LLC | 8,214 | $269.0K | 0.27% | +8,214 | New |
| Pitcairn Co | 8,406 | $276.0K | 0.02% | −154−1.8% | Reduced |
| Veriti Management LLC | 8,499 | $279.0K | 0.04% | −184−2.1% | Reduced |
| The PNC Financial Services Group, Inc. | 8,846 | $289.0K | 0.00% | +1,340+17.9% | Added |
| Campbell & CO Investment Adviser LLC | 9,200 | $302.0K | 0.10% | −1,400−13.2% | Reduced |
| Corient Capital Partners, LLC | 9,436 | $310.0K | 0.02% | +242+2.6% | Added |
| Stephens Inc | 9,849 | $323.0K | 0.00% | −2,790−22.1% | Reduced |
| 44 Wealth Management LLC | 9,925 | $325.0K | 0.11% | −161−1.6% | Reduced |
| Raymond James Trust N.A. | 10,010 | $328.0K | 0.01% | +1,278+14.6% | Added |
| Ethic Inc. | 10,062 | $330.0K | 0.03% | +1,095+12.2% | Added |
| Susquehanna Fundamental Investments, LLC | 10,080 | $331.0K | 0.01% | −96,835−90.6% | Reduced |
| KBC Group NV | 10,119 | $332.0K | 0.00% | −36,653−78.4% | Reduced |
| Modera Wealth Management, LLC | 10,144 | $333.0K | 0.01% | +10,144 | New |
| Equitable Holdings, Inc. | 10,222 | $335.0K | 0.01% | +1,722+20.3% | Added |
| Yousif Capital Management, LLC | 10,256 | $336.0K | 0.00% | +10,256 | New |
| US Bancorp | 10,276 | $338.0K | 0.00% | −323−3.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,337 | $339.0K | 0.01% | +450+4.6% | Added |
| Walleye Capital LLC | 10,488 | $344.0K | 0.01% | +1,722+19.6% | Added |
| Allstate Corp | 10,567 | $346.0K | 0.01% | +183+1.8% | Added |
| Gotham Asset Management, LLC | 10,713 | $351.0K | 0.01% | +10,713 | New |
| Pacific Global Investment Management CO | 10,838 | $355.0K | 0.07% | −868−7.4% | Reduced |
| M&T Bank Corp | 11,168 | $366.0K | 0.00% | −771−6.5% | Reduced |
| Barings LLC | 11,377 | $373.0K | 0.01% | 00.0% | Unchanged |
| Rothschild Investment Corp | 11,425 | $375.0K | 0.03% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 11,568 | $379.0K | 0.00% | −7−0.1% | Reduced |
| Arden Trust Co | 11,868 | $389.0K | 0.07% | −125−1.0% | Reduced |
| Signaturefd, LLC | 11,931 | $391.0K | 0.01% | +752+6.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 12,038 | $394.0K | 0.00% | +173+1.5% | Added |
| Aigen Investment Management, LP | 12,435 | $406.0K | 0.02% | +12,435 | New |
| Fractal Investments LLC | 12,543 | $411.0K | 0.14% | +12,543 | New |
| Bayesian Capital Management, LP | 12,770 | $419.0K | 0.13% | +12,770 | New |
| Brown Advisory Inc | 12,955 | $425.0K | 0.00% | −14−0.1% | Reduced |
| Corton Capital Inc. | 12,995 | $426.0K | 0.19% | +12,995 | New |
| FDx Advisors, Inc. | 13,469 | $442.0K | 0.01% | +85+0.6% | Added |
| PEAK6 Investments LLC | 14,030 | $460.0K | 0.01% | −4,859−25.7% | Reduced |
| MidWestOne Financial Group, Inc. | 14,224 | $466.0K | 0.10% | +1,895+15.4% | Added |
| Macquarie Group Ltd | 14,286 | $469.0K | 0.00% | −12,019−45.7% | Reduced |
| Rodgers Brothers Inc. | 14,300 | $469.0K | 0.08% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 14,544 | $477.0K | 0.00% | −1,451−9.1% | Reduced |
| Boothbay Fund Management, LLC | 14,978 | $491.0K | 0.02% | −34,374−69.7% | Reduced |
| Simplex Trading, LLC | 15,501 | $508.0K | 0.02% | +15,189+4,868.3% | Added |
| Allianz Asset Management GmbH | 16,284 | $534.0K | 0.00% | −122,927−88.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 16,295 | $534.0K | 0.01% | +16,295 | New |
| Truist Financial Corp | 16,765 | $550.0K | 0.00% | +16,765 | New |
| Caxton Associates LP | 17,043 | $559.0K | 0.07% | +17,043 | New |
| Greenleaf Trust | 17,473 | $573.0K | 0.01% | +53+0.3% | Added |
| State of Michigan Retirement System | 17,486 | $573.0K | 0.00% | +9,386+115.9% | Added |
| Csenge Advisory Group | 18,561 | $574.0K | 0.05% | +438+2.4% | Added |
| Anchor Investment Management, LLC | 17,703 | $580.5K | 0.07% | +3,753+26.9% | Added |
| CIBC Asset Management Inc | 18,932 | $621.0K | 0.00% | +1,102+6.2% | Added |
| Verdence Capital Advisors LLC | 19,857 | $651.0K | 0.08% | +3,135+18.7% | Added |
| Daiwa Securities Group Inc. | 20,484 | $672.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 20,556 | $675.0K | 0.02% | 00.0% | Unchanged |
| Blair William & Co | 21,608 | $709.0K | 0.00% | +21,608 | New |
| E. Ohman J:or Asset Management AB | 22,400 | $734.5K | 0.02% | +22,400 | New |
| SG Americas Securities, LLC | 22,611 | $741.0K | 0.00% | −57,433−71.8% | Reduced |
| Prelude Capital Management, LLC | 22,931 | $752.0K | 0.04% | +22,931 | New |
| Gabelli Funds LLC | 23,000 | $754.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22,900 | $770.0K | 0.01% | −300−1.3% | Reduced |
| Mercer Global Advisors Inc | 23,557 | $772.0K | 0.00% | +1,494+6.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,880 | $783.0K | 0.02% | −70−0.3% | Reduced |
| Nordea Investment Management AB | 24,005 | $793.0K | 0.00% | 00.0% | Unchanged |
| Oak Thistle LLC | 25,470 | $836.0K | 0.65% | +25,470 | New |
| New York Life Investments Alternatives | 26,702 | $876.0K | 0.59% | −945−3.4% | Reduced |
| Maryland State Retirement & Pension System | 27,357 | $897.0K | 0.02% | 00.0% | Unchanged |
| Icon Advisers Inc | 27,400 | $898.0K | 0.14% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 28,410 | $932.0K | 0.03% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 28,984 | $950.0K | 0.12% | +11,472+65.5% | Added |
| Steel Peak Wealth Management LLC | 29,746 | $975.0K | 0.06% | +17,977+152.7% | Added |
| Genesee Capital Advisors, LLC | 29,918 | $981.0K | 0.47% | +336+1.1% | Added |
| Tudor Investment Corp Et Al | 30,184 | $990.0K | 0.02% | +10,169+50.8% | Added |
| First Republic Investment Management, Inc. | 30,714 | $1.01M | 0.00% | +4,748+18.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $1.01M | 0.01% | 00.0% | Unchanged |
| TD Asset Management Inc | 31,350 | $1.03M | 0.00% | −5,885−15.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,156 | $1.05M | 0.64% | −304−0.9% | Reduced |
| ProShare Advisors LLC | 32,439 | $1.06M | 0.00% | −653−2.0% | Reduced |
| JPMorgan Chase & Co | 34,055 | $1.12M | 0.00% | −30,545−47.3% | Reduced |
| AMG National Trust Bank | 34,381 | $1.13M | 0.03% | 00.0% | Unchanged |
| Bank of Nova Scotia | 34,587 | $1.13M | 0.00% | +4,274+14.1% | Added |
| Renaissance Technologies LLC | 35,800 | $1.17M | 0.00% | −1,125,200−96.9% | Reduced |
| LPL Financial LLC | 37,349 | $1.23M | 0.00% | +3,283+9.6% | Added |
| Amalgamated Bank | 38,940 | $1.28M | 0.01% | −9,357−19.4% | Reduced |
| Diametric Capital, LP | 39,092 | $1.28M | 0.98% | +8,270+26.8% | Added |
| TCW Group Inc | 40,221 | $1.32M | 0.01% | +3,377+9.2% | Added |
| Legacy Wealth Management, LLC | 40,735 | $1.34M | 0.68% | +100+0.2% | Added |
| D.A. Davidson & Co. | 40,804 | $1.34M | 0.01% | +494+1.2% | Added |
| Nissay Asset Management Corp | 41,384 | $1.36M | 0.01% | −2,148−4.9% | Reduced |
| AlphaCrest Capital Management LLC | 44,771 | $1.47M | 0.05% | +10,685+31.3% | Added |
| Paloma Partners Management Co | 45,400 | $1.49M | 0.05% | +45,400 | New |
| Comerica Bank | 46,793 | $1.54M | 0.01% | −303−0.6% | Reduced |
| Quinn Opportunity Partners LLC | 47,000 | $1.54M | 0.09% | +32,000+213.3% | Added |
| Maven Securities LTD | 47,688 | $1.56M | 0.19% | −26,622−35.8% | Reduced |
| Crestline Management, LP | 48,274 | $1.58M | 0.12% | −1,224−2.5% | Reduced |
| Twinbeech Capital LP | 48,808 | $1.60M | 0.09% | −165,089−77.2% | Reduced |
| Advisor Group Holdings, Inc. | 48,909 | $1.60M | 0.00% | +25,976+113.3% | Added |
| Squarepoint Ops LLC | 49,218 | $1.61M | 0.01% | −141,265−74.2% | Reduced |
| Nomura Holdings Inc | 50,183 | $1.65M | 0.01% | +31,183+164.1% | Added |
| TD Private Client Wealth LLC | 50,261 | $1.65M | 0.07% | −16,536−24.8% | Reduced |
| STRS Ohio | 50,753 | $1.66M | 0.01% | −11,944−19.1% | Reduced |