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 |
|---|---|---|---|---|---|
| Principal Financial Group Inc | 50,972 | $1.67M | 0.00% | −4,584−8.3% | Reduced |
| 1832 Asset Management L.P. | 58,000 | $1.68M | 0.00% | +58,000 | New |
| Jane Street Group, LLC | 51,535 | $1.69M | 0.00% | +51,535 | New |
| Rockefeller Capital Management L.P. | 52,551 | $1.72M | 0.01% | +2,722+5.5% | Added |
| Mirabella Financial Services LLP | 52,562 | $1.72M | 0.18% | +52,562 | New |
| Balasa Dinverno & Foltz LLC | 55,244 | $1.81M | 0.12% | −750−1.3% | Reduced |
| DnB Asset Management AS | 55,646 | $1.82M | 0.01% | +1,608+3.0% | Added |
| Brant Point Investment Management LLC | 55,851 | $1.83M | 0.34% | −14,774−20.9% | Reduced |
| Chartwell Investment Partners, LLC | 56,896 | $1.87M | 0.05% | +15,268+36.7% | Added |
| Public Employees Retirement Association of Colorado | 57,989 | $1.90M | 0.01% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 58,900 | $1.93M | 0.01% | −22,500−27.6% | Reduced |
| DekaBank Deutsche Girozentrale | 59,299 | $1.95M | 0.00% | +6,381+12.1% | Added |
| Dynamic Technology Lab Private Ltd | 62,391 | $2.05M | 0.23% | +23,044+58.6% | Added |
| JustInvest LLC | 62,622 | $2.05M | 0.12% | +38,658+161.3% | Added |
| Gulf International Bank (UK) Ltd | 62,918 | $2.06M | 0.03% | −14,547−18.8% | Reduced |
| Cubist Systematic Strategies, LLC | 64,447 | $2.11M | 0.02% | −238,949−78.8% | Reduced |
| British Columbia Investment Management Corp | 65,108 | $2.13M | 0.01% | −6,111−8.6% | Reduced |
| IFM Investors Pty Ltd | 65,675 | $2.15M | 0.04% | +4,509+7.4% | Added |
| Utah Retirement Systems | 65,838 | $2.16M | 0.03% | −900−1.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.21M | 0.14% | 00.0% | Unchanged |
| Toronto Dominion Bank | 68,717 | $2.25M | 0.00% | +14,809+27.5% | Added |
| Chilton Investment Co LLC | 70,901 | $2.33M | 0.05% | +51,096+258.0% | Added |
| Bridgewater Associates, LP | 70,950 | $2.33M | 0.01% | −94,285−57.1% | Reduced |
| Tributary Capital Management, LLC | 71,300 | $2.34M | 0.18% | −6,400−8.2% | Reduced |
| Franklin Resources Inc | 71,492 | $2.35M | 0.00% | −1,283,383−94.7% | Reduced |
| Engineers Gate Manager LP | 71,839 | $2.36M | 0.11% | −77,709−52.0% | Reduced |
| Greenwich Investment Management, Inc. | 75,595 | $2.48M | 1.68% | +75,595 | New |
| B. Metzler seel. Sohn & Co. AG | 76,813 | $2.52M | 0.03% | +76,813 | New |
| Standard Life Aberdeen plc | 78,349 | $2.57M | 0.01% | −103−0.1% | Reduced |
| Two Sigma Investments, LP | 79,052 | $2.59M | 0.01% | −70,218−47.0% | Reduced |
| Nomura Asset Management Co Ltd | 79,659 | $2.61M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 79,700 | $2.68M | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 83,507 | $2.74M | 1.30% | +2,740+3.4% | Added |
| Winton Group Ltd | 84,846 | $2.78M | 0.17% | +84,846 | New |
| USS Investment Management Ltd | 86,571 | $2.84M | 0.02% | 00.0% | Unchanged |
| American Century Companies Inc | 87,794 | $2.88M | 0.00% | +27,449+45.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,526 | $3.13M | 0.02% | −8,631−8.3% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 98,092 | $3.22M | 0.02% | +60,784+162.9% | Added |
| Arizona State Retirement System | 101,035 | $3.31M | 0.03% | −7,135−6.6% | Reduced |
| Qube Research & Technologies Ltd | 102,157 | $3.35M | 0.03% | +2,281+2.3% | Added |
| Victory Capital Management Inc | 104,854 | $3.44M | 0.00% | −10,868−9.4% | Reduced |
| Alliancebernstein L.P. | 106,053 | $3.48M | 0.00% | −9,320−8.1% | Reduced |
| Worldquant Millennium Advisors LLC | 111,771 | $3.67M | 0.07% | −225,413−66.9% | Reduced |
| Aviva PLC | 114,648 | $3.76M | 0.02% | +1,741+1.5% | Added |
| Bank of Montreal | 116,651 | $3.82M | 0.00% | −241,502−67.4% | Reduced |
| Oregon Public Employees Retirement Fund | 117,264 | $3.85M | 0.04% | −84,700−41.9% | Reduced |
| National Bank of Canada | 122,845 | $4.03M | 0.02% | +122,845 | New |
| EJF Capital LLC | 126,769 | $4.16M | 0.37% | −393,231−75.6% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $4.26M | 0.02% | −5,307−3.9% | Reduced |
| Hohimer Wealth Management, LLC | 130,205 | $4.27M | 0.90% | −15,398−10.6% | Reduced |
| Kempner Capital Management Inc. | 130,194 | $4.27M | 2.52% | −386−0.3% | Reduced |
| Eagle Asset Management Inc | 131,191 | $4.30M | 0.02% | +1,474+1.1% | Added |
| Treasurer of the State of North Carolina | 131,448 | $4.31M | 0.02% | −1,570−1.2% | Reduced |
| Royal Bank of Canada | 132,041 | $4.33M | 0.00% | +26,299+24.9% | Added |
| Capitolis Advisors LLC | 133,379 | $4.37M | 0.03% | 00.0% | Unchanged |
| Employees Retirement System of Texas | 135,991 | $4.46M | 0.05% | +16,000+13.3% | Added |
| Point72 Europe (London) LLP | 145,700 | $4.78M | 2.18% | −25,000−14.6% | Reduced |
| Guggenheim Capital LLC | 147,876 | $4.85M | 0.03% | −4,918−3.2% | Reduced |
| Kingdon Capital Management, L.L.C. | 150,000 | $4.92M | 0.74% | −184,000−55.1% | Reduced |
| Manufacturers Life Insurance Company, The | 153,397 | $5.03M | 0.00% | −1,163−0.8% | Reduced |
| First National Bank of Omaha | 154,376 | $5.06M | 0.24% | −7,319−4.5% | Reduced |
| Pictet Asset Management SA | 156,119 | $5.12M | 0.01% | −20,778−11.7% | Reduced |
| Foster & Motley Inc | 161,673 | $5.30M | 0.41% | +806+0.5% | Added |
| Natixis Advisors, L.P. | 163,179 | $5.35M | 0.02% | +6,562+4.2% | Added |
| Prudential Financial Inc | 167,358 | $5.49M | 0.01% | −2,280−1.3% | Reduced |
| ExodusPoint Capital Management, LP | 167,838 | $5.50M | 0.07% | −39,894−19.2% | Reduced |
| Asset Management One Co.,Ltd. | 173,698 | $5.74M | 0.02% | −5,369−3.0% | Reduced |
| Keeley-Teton Advisors, LLC | 175,491 | $5.75M | 0.61% | −8,458−4.6% | Reduced |
| Full18 Capital LLC | 175,406 | $5.88M | 2.49% | −79,001−31.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 179,712 | $5.89M | 0.01% | −70,000−28.0% | Reduced |
| Redwood Investment Management, LLC | 180,460 | $5.92M | 0.78% | +136,520+310.7% | Added |
| NN Investment Partners Holdings N.V. | 185,761 | $6.09M | 0.03% | +4,396+2.4% | Added |
| Acadian Asset Management LLC | 189,217 | $6.20M | 0.02% | +175,712+1,301.1% | Added |
| Oliver Luxxe Assets LLC | 189,180 | $6.20M | 1.57% | +1,546+0.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 189,797 | $6.22M | 0.05% | −6,900−3.5% | Reduced |
| Rafferty Asset Management, LLC | 191,269 | $6.27M | 0.03% | +13,926+7.9% | Added |
| Public Employees Retirement System of Ohio | 195,111 | $6.40M | 0.02% | −11,056−5.4% | Reduced |
| Brookfield Asset Management Inc. | 199,048 | $6.53M | 0.03% | +107,073+116.4% | Added |
| Hyperion Capital Advisors LP | 200,000 | $6.56M | 1.46% | 00.0% | Unchanged |
| Tdam USA Inc. | 204,112 | $6.69M | 0.42% | −12,195−5.6% | Reduced |
| State of New Jersey Common Pension Fund D | 205,564 | $6.74M | 0.02% | −13,425−6.1% | Reduced |
| Stifel Financial Corp | 205,747 | $6.75M | 0.01% | +11,928+6.2% | Added |
| Man Group plc | 215,505 | $7.07M | 0.02% | −79,870−27.0% | Reduced |
| Royce & Associates LP | 227,463 | $7.46M | 0.06% | −125,155−35.5% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 237,021 | $7.77M | 0.03% | +28,753+13.8% | Added |
| Schroder Investment Management Group | 241,969 | $7.93M | 0.01% | +50,451+26.3% | Added |
| UBS Group AG | 245,204 | $8.04M | 0.00% | −18,131−6.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 263,167 | $8.63M | 0.01% | +263,167 | New |
| Oppenheimer Asset Management Inc. | 263,434 | $8.64M | 0.11% | −5,228−1.9% | Reduced |
| Andra AP-fonden | 266,400 | $8.73M | 0.18% | +52,400+24.5% | Added |
| Jacobs Levy Equity Management, Inc | 270,804 | $8.88M | 0.06% | +259,588+2,314.4% | Added |
| Korea Investment CORP | 272,500 | $8.94M | 0.02% | +41,800+18.1% | Added |
| Raymond James & Associates | 287,867 | $9.44M | 0.01% | +1,965+0.7% | Added |
| Mn Services Vermogensbeheer B.V. | 290,400 | $9.52M | 0.06% | +165,022+131.6% | Added |
| LSV Asset Management | 294,200 | $9.65M | 0.02% | −22,000−7.0% | Reduced |
| First Trust Advisors LP | 295,678 | $9.70M | 0.01% | +72,067+32.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 298,151 | $9.78M | 0.02% | −2,052−0.7% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $9.84M | 0.11% | −165,000−35.5% | Reduced |
| Rhumbline Advisers | 301,759 | $9.89M | 0.01% | −1,507−0.5% | Reduced |
| Great West Life Assurance Co | 306,819 | $10.0M | 0.02% | −63,591−17.2% | Reduced |