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 |
|---|---|---|---|---|---|
| Susquehanna International Group, LLP | 308,425 | $10.1M | 0.02% | +66,107+27.3% | Added |
| SEI Investments Co | 311,159 | $10.2M | 0.02% | −16,998−5.2% | Reduced |
| Citigroup Inc | 317,303 | $10.4M | 0.01% | −96,300−23.3% | Reduced |
| Teacher Retirement System of Texas | 320,398 | $10.5M | 0.05% | +181,272+130.3% | Added |
| Interval Partners, LP | 324,593 | $10.6M | 0.72% | +43,306+15.4% | Added |
| BlueMar Capital Management, LLC | 325,651 | $10.7M | 2.97% | +23,782+7.9% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 329,046 | $10.8M | 0.16% | 00.0% | Unchanged |
| Community Trust & Investment Co | 347,430 | $11.4M | 0.88% | +231+0.1% | Added |
| Brandywine Global Investment Management, LLC | 350,913 | $11.5M | 0.08% | −8,113−2.3% | Reduced |
| Callodine Capital Management, LP | 365,000 | $12.0M | 4.94% | −135,000−27.0% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 384,895 | $12.6M | 0.03% | −80,039−17.2% | Reduced |
| Point72 Asset Management, L.P. | 388,464 | $12.7M | 0.06% | −2,719,850−87.5% | Reduced |
| Envestnet Asset Management Inc | 388,974 | $12.8M | 0.01% | −6,253−1.6% | Reduced |
| Putnam Investments LLC | 407,659 | $13.4M | 0.02% | −27,894−6.4% | Reduced |
| Janus Henderson Group PLC | 415,046 | $13.6M | 0.01% | −531,170−56.1% | Reduced |
| AQR Capital Management LLC | 430,263 | $14.1M | 0.03% | +71,179+19.8% | Added |
| NFJ Investment Group, LLC | 435,956 | $14.3M | 0.26% | −38,367−8.1% | Reduced |
| Wells Fargo & Company | 443,122 | $14.5M | 0.00% | −245,697−35.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 484,323 | $15.9M | 0.08% | +74,087+18.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,576 | $16.0M | 0.06% | −62,032−11.4% | Reduced |
| New York State Common Retirement Fund | 488,874 | $16.0M | 0.02% | +21,641+4.6% | Added |
| Steamboat Capital Partners, LLC | 500,321 | $16.4M | 5.02% | +8,176+1.7% | Added |
| Lazard Asset Management LLC | 502,363 | $16.5M | 0.02% | −168,116−25.1% | Reduced |
| State Board of Administration of Florida Retirement System | 513,684 | $16.8M | 0.03% | −342−0.1% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 539,457 | $17.7M | 6.11% | −95,778−15.1% | Reduced |
| Millennium Management LLC | 569,201 | $18.7M | 0.02% | +3,405+0.6% | Added |
| APG Asset Management N.V. | 672,810 | $19.4M | 0.03% | −8,400−1.2% | Reduced |
| Amundi | 547,985 | $19.6M | 0.01% | +5,291+1.0% | Added |
| Russell Investments Group, Ltd. | 611,803 | $20.1M | 0.03% | +53,073+9.5% | Added |
| California State Teachers Retirement System | 686,242 | $22.5M | 0.03% | −4,599−0.7% | Reduced |
| Credit Suisse AG | 731,665 | $24.0M | 0.02% | +69,743+10.5% | Added |
| Zimmer Partners, LP | 750,000 | $24.6M | 0.37% | +105,000+16.3% | Added |
| Algebris (UK) Ltd | 756,700 | $24.8M | 12.41% | −127,986−14.5% | Reduced |
| California Public Employees Retirement System | 761,543 | $25.0M | 0.02% | −79,990−9.5% | Reduced |
| D. E. Shaw & Co., Inc. | 796,438 | $26.1M | 0.03% | −657,564−45.2% | Reduced |
| Prana Capital Management, LP | 800,899 | $26.3M | 2.07% | +158,866+24.7% | Added |
| Swedbank AB | 811,233 | $26.6M | 0.05% | 00.0% | Unchanged |
| Storebrand Asset Management AS | 822,508 | $27.0M | 0.12% | −10,486−1.3% | Reduced |
| Natixis | 841,934 | $27.6M | 0.09% | +713,296+554.5% | Added |
| Voloridge Investment Management, LLC | 851,985 | $27.9M | 0.15% | +353,965+71.1% | Added |
| Ameriprise Financial Inc | 884,188 | $29.0M | 0.01% | +63,211+7.7% | Added |
| HSBC Holdings PLC | 910,298 | $30.0M | 0.03% | +662,041+266.7% | Added |
| Soapstone Management L.P. | 950,000 | $31.2M | 14.32% | −175,000−15.6% | Reduced |
| State of Wisconsin Investment Board | 952,632 | $31.2M | 0.06% | −4,086−0.4% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,006,016 | $33.0M | 0.59% | +66,766+7.1% | Added |
| Epoch Investment Partners, Inc. | 1,019,374 | $33.4M | 0.17% | −1860.0% | Reduced |
| Wedge Capital Management L L P | 1,024,623 | $33.6M | 0.42% | −29,591−2.8% | Reduced |
| Voya Investment Management LLC | 1,067,369 | $35.0M | 0.07% | −122,389−10.3% | Reduced |
| Parametric Portfolio Associates LLC | 1,144,126 | $37.5M | 0.02% | +38,525+3.5% | Added |
| Clough Capital Partners L P | 1,234,300 | $40.5M | 2.72% | 00.0% | Unchanged |
| UBS Asset Management Americas Inc | 1,240,197 | $40.7M | 0.02% | −51,594−4.0% | Reduced |
| Poplar Forest Capital LLC | 1,258,186 | $41.3M | 4.34% | −119,119−8.6% | Reduced |
| Gillson Capital LP | 1,280,456 | $42.0M | 2.74% | −97,029−7.0% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,310,382 | $43.0M | 0.03% | −509,710−28.0% | Reduced |
| Alyeska Investment Group, L.P. | 1,321,231 | $43.3M | 0.50% | +529,982+67.0% | Added |
| Owl Creek Asset Management, L.P. | 1,322,832 | $43.4M | 2.91% | −239,000−15.3% | Reduced |
| Clark Capital Management Group, Inc. | 1,371,581 | $45.0M | 0.55% | +22,924+1.7% | Added |
| Balyasny Asset Management LLC | 1,447,623 | $47.5M | 0.20% | +669,170+86.0% | Added |
| Deutsche Bank AG | 1,461,017 | $47.9M | 0.02% | +653,945+81.0% | Added |
| Morgan Stanley | 1,537,858 | $50.4M | 0.01% | −70,961−4.4% | Reduced |
| GMT Capital Corp | 1,700,400 | $55.8M | 4.30% | +128,300+8.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,923,930 | $63.1M | 0.61% | +115,930+6.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,934,186 | $63.4M | 0.13% | −197,192−9.3% | Reduced |
| Goldman Sachs Group Inc | 1,938,710 | $63.6M | 0.02% | +552,289+39.8% | Added |
| Legal & General Group Plc | 2,018,561 | $66.2M | 0.02% | −206,577−9.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,044,395 | $67.0M | 0.02% | +4,437+0.2% | Added |
| Northern Trust Corp | 2,480,416 | $81.3M | 0.01% | −102,517−4.0% | Reduced |
| Bank of New York Mellon Corp | 2,510,848 | $82.3M | 0.01% | −777,748−23.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,633,815 | $86.4M | 0.20% | −6,048−0.2% | Reduced |
| Citadel Advisors LLC | 2,651,945 | $87.0M | 0.09% | −1,594,523−37.5% | Reduced |
| Artemis Investment Management LLP | 2,658,139 | $87.1M | 0.63% | −371,124−12.3% | Reduced |
| Bank of America Corp | 2,722,484 | $89.3M | 0.01% | +4,091+0.2% | Added |
| Samlyn Capital, LLC | 2,742,480 | $89.9M | 1.38% | +1,352,252+97.3% | Added |
| Dimensional Fund Advisors LP | 3,384,596 | $111.0M | 0.03% | +773,812+29.6% | Added |
| Clearbridge Investments, LLC | 3,704,679 | $121.5M | 0.08% | −361,800−8.9% | Reduced |
| Ensign Peak Advisors, Inc | 3,709,546 | $121.6M | 0.23% | +508,434+15.9% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,742,380 | $122.7M | 0.39% | −96,589−2.5% | Reduced |
| Sessa Capital IM, L.P. | 3,863,521 | $126.7M | 6.86% | −428,707−10.0% | Reduced |
| FIL Ltd | 3,976,931 | $130.4M | 0.13% | −104,494−2.6% | Reduced |
| Geode Capital Management, LLC | 4,625,196 | $151.4M | 0.02% | +32,864+0.7% | Added |
| Neuberger Berman Group LLC | 4,741,058 | $154.4M | 0.12% | −76,374−1.6% | Reduced |
| Thrivent Financial for Lutherans | 4,856,883 | $159.3M | 0.31% | −86,063−1.7% | Reduced |
| FMR LLC | 5,176,976 | $169.8M | 0.01% | +854,136+19.8% | Added |
| Ci Investments Inc. | 5,272,753 | $172.9M | 0.60% | −312,684−5.6% | Reduced |
| Thornburg Investment Management Inc | 5,667,437 | $185.8M | 2.18% | +2,7770.0% | Added |
| Nuveen Asset Management, LLC | 6,451,089 | $211.5M | 0.06% | +464,261+7.8% | Added |
| Massachusetts Financial Services Co | 6,891,102 | $226.0M | 0.06% | +107,024+1.6% | Added |
| Conifer Management, L.L.C. | 8,323,777 | $272.9M | 19.11% | 00.0% | Unchanged |
| State Street Corp | 9,631,463 | $315.8M | 0.01% | −625,023−6.1% | Reduced |
| Invesco Ltd. | 13,463,783 | $441.5M | 0.11% | −2,090,396−13.4% | Reduced |
| Wellington Management Group LLP | 14,662,842 | $480.8M | 0.08% | −1,505,298−9.3% | Reduced |
| Canada Pension Plan Investment Board | 18,240,809 | $598.1M | 0.64% | +240,905+1.3% | Added |
| Pzena Investment Management LLC | 22,083,633 | $724.1M | 2.73% | −47,539−0.2% | Reduced |
| Norges Bank | 23,585,331 | $773.4M | 0.16% | −680,964−2.8% | Reduced |
| BlackRock Inc. | 33,207,444 | $1.09B | 0.03% | −2,011,139−5.7% | Reduced |
| Vanguard Group Inc | 39,288,878 | $1.29B | 0.03% | +566,663+1.5% | Added |
| Price T Rowe Associates Inc | 45,033,655 | $1.48B | 0.13% | +139,618+0.3% | Added |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,795,383−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −254,979−100.0% | Sold out |