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 |
|---|---|---|---|---|---|
| HRT Financial LP | 0 | $0 | 0.00% | −141,003−100.0% | Sold out |
| Assenagon Asset Management S.A. | 0 | $0 | 0.00% | −55,104−100.0% | Sold out |
| Agf Investments Inc. | 0 | $0 | 0.00% | −36,140−100.0% | Sold out |
| Ergoteles LLC | 0 | $0 | 0.00% | −33,991−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −30,391−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −29,858−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −28,799−100.0% | Sold out |
| Jennison Associates LLC | 0 | $0 | 0.00% | −25,361−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −24,744−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −20,423−100.0% | Sold out |
| Caption Management, LLC | 0 | $0 | 0.00% | −20,000−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −17,874−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −14,841−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −14,456−100.0% | Sold out |
| Golden Green, Inc. | 0 | $0 | 0.00% | −12,743−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −10,792−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −11,378−100.0% | Sold out |
| Verition Fund Management LLC | 0 | $0 | 0.00% | −11,028−100.0% | Sold out |
| XTX Topco Ltd | 0 | $0 | 0.00% | −9,949−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,141−100.0% | Sold out |
| Independent Financial Group, LLC | 0 | $0 | 0.00% | −7,065−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −6,191−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,800−100.0% | Sold out |
| Pacer Advisors, Inc. | 0 | $0 | 0.00% | −2,061−100.0% | Sold out |
| D'Orazio & Associates, Inc. | 0 | $0 | 0.00% | −848−100.0% | Sold out |
| Global Retirement Partners, LLC | 0 | $0 | 0.00% | −746−100.0% | Sold out |
| Meridian Wealth Partners, LLC | 0 | $0 | 0.00% | −380−100.0% | Sold out |
| Cahill Financial Advisors Inc | 0 | $0 | 0.00% | −289−100.0% | Sold out |
| Arkadios Wealth Advisors | 0 | $0 | 0.00% | −287−100.0% | Sold out |
| First Command Financial Services, Inc. | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Stonebridge Capital Advisors LLC | 0 | $0 | 0.00% | −97−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −81−100.0% | Sold out |
| McIlrath & Eck, LLC | 0 | $0 | 0.00% | −25−100.0% | Sold out |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| Optimal Asset Management, Inc. | – | – | – | – | Not filed |
| Black Maple Capital Management LP | – | – | – | – | Not filed |
| World Asset Management Inc | – | – | – | – | Not filed |
| First Mercantile Trust Co | – | – | – | – | Not filed |
| Berman Capital Advisors, LLC | – | – | – | – | Not filed |
| Sonora Investment Management, LLC | – | – | – | – | Not filed |