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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Trust & Banking Corp | 298,151 | $9.78M | 0.02% | −2,052−0.7% | Reduced |
| First Trust Advisors LP | 295,678 | $9.70M | 0.01% | +72,067+32.2% | Added |
| LSV Asset Management | 294,200 | $9.65M | 0.02% | −22,000−7.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 290,400 | $9.52M | 0.06% | +165,022+131.6% | Added |
| Raymond James & Associates | 287,867 | $9.44M | 0.01% | +1,965+0.7% | Added |
| Korea Investment CORP | 272,500 | $8.94M | 0.02% | +41,800+18.1% | Added |
| Jacobs Levy Equity Management, Inc | 270,804 | $8.88M | 0.06% | +259,588+2,314.4% | Added |
| Andra AP-fonden | 266,400 | $8.73M | 0.18% | +52,400+24.5% | Added |
| Oppenheimer Asset Management Inc. | 263,434 | $8.64M | 0.11% | −5,228−1.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 263,167 | $8.63M | 0.01% | +263,167 | New |
| UBS Group AG | 245,204 | $8.04M | 0.00% | −18,131−6.9% | Reduced |
| Schroder Investment Management Group | 241,969 | $7.93M | 0.01% | +50,451+26.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 237,021 | $7.77M | 0.03% | +28,753+13.8% | Added |
| Royce & Associates LP | 227,463 | $7.46M | 0.06% | −125,155−35.5% | Reduced |
| Man Group plc | 215,505 | $7.07M | 0.02% | −79,870−27.0% | Reduced |
| Stifel Financial Corp | 205,747 | $6.75M | 0.01% | +11,928+6.2% | Added |
| State of New Jersey Common Pension Fund D | 205,564 | $6.74M | 0.02% | −13,425−6.1% | Reduced |
| Tdam USA Inc. | 204,112 | $6.69M | 0.42% | −12,195−5.6% | Reduced |
| Hyperion Capital Advisors LP | 200,000 | $6.56M | 1.46% | 00.0% | Unchanged |
| Brookfield Asset Management Inc. | 199,048 | $6.53M | 0.03% | +107,073+116.4% | Added |
| Public Employees Retirement System of Ohio | 195,111 | $6.40M | 0.02% | −11,056−5.4% | Reduced |
| Rafferty Asset Management, LLC | 191,269 | $6.27M | 0.03% | +13,926+7.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 189,797 | $6.22M | 0.05% | −6,900−3.5% | Reduced |
| Oliver Luxxe Assets LLC | 189,180 | $6.20M | 1.57% | +1,546+0.8% | Added |
| Acadian Asset Management LLC | 189,217 | $6.20M | 0.02% | +175,712+1,301.1% | Added |
| NN Investment Partners Holdings N.V. | 185,761 | $6.09M | 0.03% | +4,396+2.4% | Added |
| Redwood Investment Management, LLC | 180,460 | $5.92M | 0.78% | +136,520+310.7% | Added |
| Caisse de Depot Et Placement du Quebec | 179,712 | $5.89M | 0.01% | −70,000−28.0% | Reduced |
| Full18 Capital LLC | 175,406 | $5.88M | 2.49% | −79,001−31.1% | Reduced |
| Keeley-Teton Advisors, LLC | 175,491 | $5.75M | 0.61% | −8,458−4.6% | Reduced |
| Asset Management One Co.,Ltd. | 173,698 | $5.74M | 0.02% | −5,369−3.0% | Reduced |
| ExodusPoint Capital Management, LP | 167,838 | $5.50M | 0.07% | −39,894−19.2% | Reduced |
| Prudential Financial Inc | 167,358 | $5.49M | 0.01% | −2,280−1.3% | Reduced |
| Natixis Advisors, L.P. | 163,179 | $5.35M | 0.02% | +6,562+4.2% | Added |
| Foster & Motley Inc | 161,673 | $5.30M | 0.41% | +806+0.5% | Added |
| Pictet Asset Management SA | 156,119 | $5.12M | 0.01% | −20,778−11.7% | Reduced |
| First National Bank of Omaha | 154,376 | $5.06M | 0.24% | −7,319−4.5% | Reduced |
| Manufacturers Life Insurance Company, The | 153,397 | $5.03M | 0.00% | −1,163−0.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 150,000 | $4.92M | 0.74% | −184,000−55.1% | Reduced |
| Guggenheim Capital LLC | 147,876 | $4.85M | 0.03% | −4,918−3.2% | Reduced |
| Point72 Europe (London) LLP | 145,700 | $4.78M | 2.18% | −25,000−14.6% | Reduced |
| Employees Retirement System of Texas | 135,991 | $4.46M | 0.05% | +16,000+13.3% | Added |
| Capitolis Advisors LLC | 133,379 | $4.37M | 0.03% | 00.0% | Unchanged |
| Royal Bank of Canada | 132,041 | $4.33M | 0.00% | +26,299+24.9% | Added |
| Treasurer of the State of North Carolina | 131,448 | $4.31M | 0.02% | −1,570−1.2% | Reduced |
| Eagle Asset Management Inc | 131,191 | $4.30M | 0.02% | +1,474+1.1% | Added |
| 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 |
| Royal London Asset Management Ltd | 130,012 | $4.26M | 0.02% | −5,307−3.9% | Reduced |
| EJF Capital LLC | 126,769 | $4.16M | 0.37% | −393,231−75.6% | Reduced |
| National Bank of Canada | 122,845 | $4.03M | 0.02% | +122,845 | New |
| Oregon Public Employees Retirement Fund | 117,264 | $3.85M | 0.04% | −84,700−41.9% | Reduced |
| Bank of Montreal | 116,651 | $3.82M | 0.00% | −241,502−67.4% | Reduced |
| Aviva PLC | 114,648 | $3.76M | 0.02% | +1,741+1.5% | Added |
| Worldquant Millennium Advisors LLC | 111,771 | $3.67M | 0.07% | −225,413−66.9% | Reduced |
| Alliancebernstein L.P. | 106,053 | $3.48M | 0.00% | −9,320−8.1% | Reduced |
| Victory Capital Management Inc | 104,854 | $3.44M | 0.00% | −10,868−9.4% | Reduced |
| Qube Research & Technologies Ltd | 102,157 | $3.35M | 0.03% | +2,281+2.3% | Added |
| Arizona State Retirement System | 101,035 | $3.31M | 0.03% | −7,135−6.6% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 98,092 | $3.22M | 0.02% | +60,784+162.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 95,526 | $3.13M | 0.02% | −8,631−8.3% | Reduced |
| American Century Companies Inc | 87,794 | $2.88M | 0.00% | +27,449+45.5% | Added |
| USS Investment Management Ltd | 86,571 | $2.84M | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 84,846 | $2.78M | 0.17% | +84,846 | New |
| Kendall Capital Management | 83,507 | $2.74M | 1.30% | +2,740+3.4% | Added |
| Alaska Permanent Fund Corp | 79,700 | $2.68M | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 79,659 | $2.61M | 0.01% | 00.0% | Unchanged |
| Two Sigma Investments, LP | 79,052 | $2.59M | 0.01% | −70,218−47.0% | Reduced |
| Standard Life Aberdeen plc | 78,349 | $2.57M | 0.01% | −103−0.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 76,813 | $2.52M | 0.03% | +76,813 | New |
| Greenwich Investment Management, Inc. | 75,595 | $2.48M | 1.68% | +75,595 | New |
| Engineers Gate Manager LP | 71,839 | $2.36M | 0.11% | −77,709−52.0% | Reduced |
| Franklin Resources Inc | 71,492 | $2.35M | 0.00% | −1,283,383−94.7% | Reduced |
| Tributary Capital Management, LLC | 71,300 | $2.34M | 0.18% | −6,400−8.2% | Reduced |
| Bridgewater Associates, LP | 70,950 | $2.33M | 0.01% | −94,285−57.1% | Reduced |
| Chilton Investment Co LLC | 70,901 | $2.33M | 0.05% | +51,096+258.0% | Added |
| Toronto Dominion Bank | 68,717 | $2.25M | 0.00% | +14,809+27.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $2.21M | 0.14% | 00.0% | Unchanged |
| Utah Retirement Systems | 65,838 | $2.16M | 0.03% | −900−1.3% | Reduced |
| IFM Investors Pty Ltd | 65,675 | $2.15M | 0.04% | +4,509+7.4% | Added |
| British Columbia Investment Management Corp | 65,108 | $2.13M | 0.01% | −6,111−8.6% | Reduced |
| Cubist Systematic Strategies, LLC | 64,447 | $2.11M | 0.02% | −238,949−78.8% | Reduced |
| Gulf International Bank (UK) Ltd | 62,918 | $2.06M | 0.03% | −14,547−18.8% | Reduced |
| JustInvest LLC | 62,622 | $2.05M | 0.12% | +38,658+161.3% | Added |
| Dynamic Technology Lab Private Ltd | 62,391 | $2.05M | 0.23% | +23,044+58.6% | Added |
| DekaBank Deutsche Girozentrale | 59,299 | $1.95M | 0.00% | +6,381+12.1% | Added |
| Handelsbanken Fonder AB | 58,900 | $1.93M | 0.01% | −22,500−27.6% | Reduced |
| Public Employees Retirement Association of Colorado | 57,989 | $1.90M | 0.01% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 56,896 | $1.87M | 0.05% | +15,268+36.7% | Added |
| Brant Point Investment Management LLC | 55,851 | $1.83M | 0.34% | −14,774−20.9% | Reduced |
| DnB Asset Management AS | 55,646 | $1.82M | 0.01% | +1,608+3.0% | Added |
| Balasa Dinverno & Foltz LLC | 55,244 | $1.81M | 0.12% | −750−1.3% | Reduced |
| Mirabella Financial Services LLP | 52,562 | $1.72M | 0.18% | +52,562 | New |
| Rockefeller Capital Management L.P. | 52,551 | $1.72M | 0.01% | +2,722+5.5% | Added |
| Jane Street Group, LLC | 51,535 | $1.69M | 0.00% | +51,535 | New |
| 1832 Asset Management L.P. | 58,000 | $1.68M | 0.00% | +58,000 | New |
| Principal Financial Group Inc | 50,972 | $1.67M | 0.00% | −4,584−8.3% | Reduced |
| STRS Ohio | 50,753 | $1.66M | 0.01% | −11,944−19.1% | Reduced |
| TD Private Client Wealth LLC | 50,261 | $1.65M | 0.07% | −16,536−24.8% | Reduced |
| Nomura Holdings Inc | 50,183 | $1.65M | 0.01% | +31,183+164.1% | Added |