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 |
|---|---|---|---|---|---|
| Squarepoint Ops LLC | 49,218 | $1.61M | 0.01% | −141,265−74.2% | Reduced |
| Advisor Group Holdings, Inc. | 48,909 | $1.60M | 0.00% | +25,976+113.3% | Added |
| Twinbeech Capital LP | 48,808 | $1.60M | 0.09% | −165,089−77.2% | Reduced |
| Crestline Management, LP | 48,274 | $1.58M | 0.12% | −1,224−2.5% | Reduced |
| Maven Securities LTD | 47,688 | $1.56M | 0.19% | −26,622−35.8% | Reduced |
| 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 |
| Paloma Partners Management Co | 45,400 | $1.49M | 0.05% | +45,400 | New |
| AlphaCrest Capital Management LLC | 44,771 | $1.47M | 0.05% | +10,685+31.3% | Added |
| Nissay Asset Management Corp | 41,384 | $1.36M | 0.01% | −2,148−4.9% | Reduced |
| D.A. Davidson & Co. | 40,804 | $1.34M | 0.01% | +494+1.2% | Added |
| Legacy Wealth Management, LLC | 40,735 | $1.34M | 0.68% | +100+0.2% | Added |
| TCW Group Inc | 40,221 | $1.32M | 0.01% | +3,377+9.2% | Added |
| Diametric Capital, LP | 39,092 | $1.28M | 0.98% | +8,270+26.8% | Added |
| Amalgamated Bank | 38,940 | $1.28M | 0.01% | −9,357−19.4% | Reduced |
| LPL Financial LLC | 37,349 | $1.23M | 0.00% | +3,283+9.6% | Added |
| Renaissance Technologies LLC | 35,800 | $1.17M | 0.00% | −1,125,200−96.9% | Reduced |
| Bank of Nova Scotia | 34,587 | $1.13M | 0.00% | +4,274+14.1% | Added |
| AMG National Trust Bank | 34,381 | $1.13M | 0.03% | 00.0% | Unchanged |
| JPMorgan Chase & Co | 34,055 | $1.12M | 0.00% | −30,545−47.3% | Reduced |
| ProShare Advisors LLC | 32,439 | $1.06M | 0.00% | −653−2.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,156 | $1.05M | 0.64% | −304−0.9% | Reduced |
| TD Asset Management Inc | 31,350 | $1.03M | 0.00% | −5,885−15.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $1.01M | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 30,714 | $1.01M | 0.00% | +4,748+18.3% | Added |
| Tudor Investment Corp Et Al | 30,184 | $990.0K | 0.02% | +10,169+50.8% | Added |
| Genesee Capital Advisors, LLC | 29,918 | $981.0K | 0.47% | +336+1.1% | Added |
| Steel Peak Wealth Management LLC | 29,746 | $975.0K | 0.06% | +17,977+152.7% | Added |
| Gsa Capital Partners LLP | 28,984 | $950.0K | 0.12% | +11,472+65.5% | Added |
| Elo Mutual Pension Insurance Co | 28,410 | $932.0K | 0.03% | 00.0% | Unchanged |
| Icon Advisers Inc | 27,400 | $898.0K | 0.14% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 27,357 | $897.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 26,702 | $876.0K | 0.59% | −945−3.4% | Reduced |
| Oak Thistle LLC | 25,470 | $836.0K | 0.65% | +25,470 | New |
| Nordea Investment Management AB | 24,005 | $793.0K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,880 | $783.0K | 0.02% | −70−0.3% | Reduced |
| Mercer Global Advisors Inc | 23,557 | $772.0K | 0.00% | +1,494+6.8% | Added |
| Nisa Investment Advisors, LLC | 22,900 | $770.0K | 0.01% | −300−1.3% | Reduced |
| Gabelli Funds LLC | 23,000 | $754.0K | 0.00% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 22,931 | $752.0K | 0.04% | +22,931 | New |
| SG Americas Securities, LLC | 22,611 | $741.0K | 0.00% | −57,433−71.8% | Reduced |
| E. Ohman J:or Asset Management AB | 22,400 | $734.5K | 0.02% | +22,400 | New |
| Blair William & Co | 21,608 | $709.0K | 0.00% | +21,608 | New |
| ClariVest Asset Management LLC | 20,556 | $675.0K | 0.02% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 20,484 | $672.0K | 0.00% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 19,857 | $651.0K | 0.08% | +3,135+18.7% | Added |
| CIBC Asset Management Inc | 18,932 | $621.0K | 0.00% | +1,102+6.2% | Added |
| Anchor Investment Management, LLC | 17,703 | $580.5K | 0.07% | +3,753+26.9% | Added |
| Csenge Advisory Group | 18,561 | $574.0K | 0.05% | +438+2.4% | Added |
| 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 |
| Caxton Associates LP | 17,043 | $559.0K | 0.07% | +17,043 | New |
| Truist Financial Corp | 16,765 | $550.0K | 0.00% | +16,765 | New |
| 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 |
| Simplex Trading, LLC | 15,501 | $508.0K | 0.02% | +15,189+4,868.3% | Added |
| Boothbay Fund Management, LLC | 14,978 | $491.0K | 0.02% | −34,374−69.7% | Reduced |
| Kestra Advisory Services, LLC | 14,544 | $477.0K | 0.00% | −1,451−9.1% | Reduced |
| 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 |
| MidWestOne Financial Group, Inc. | 14,224 | $466.0K | 0.10% | +1,895+15.4% | Added |
| PEAK6 Investments LLC | 14,030 | $460.0K | 0.01% | −4,859−25.7% | Reduced |
| FDx Advisors, Inc. | 13,469 | $442.0K | 0.01% | +85+0.6% | Added |
| Corton Capital Inc. | 12,995 | $426.0K | 0.19% | +12,995 | New |
| Brown Advisory Inc | 12,955 | $425.0K | 0.00% | −14−0.1% | Reduced |
| Bayesian Capital Management, LP | 12,770 | $419.0K | 0.13% | +12,770 | New |
| Fractal Investments LLC | 12,543 | $411.0K | 0.14% | +12,543 | New |
| Aigen Investment Management, LP | 12,435 | $406.0K | 0.02% | +12,435 | New |
| Mirae Asset Global Investments Co., Ltd. | 12,038 | $394.0K | 0.00% | +173+1.5% | Added |
| Signaturefd, LLC | 11,931 | $391.0K | 0.01% | +752+6.7% | Added |
| Arden Trust Co | 11,868 | $389.0K | 0.07% | −125−1.0% | Reduced |
| Federated Hermes, Inc. | 11,568 | $379.0K | 0.00% | −7−0.1% | Reduced |
| Rothschild Investment Corp | 11,425 | $375.0K | 0.03% | 00.0% | Unchanged |
| Barings LLC | 11,377 | $373.0K | 0.01% | 00.0% | Unchanged |
| M&T Bank Corp | 11,168 | $366.0K | 0.00% | −771−6.5% | Reduced |
| Pacific Global Investment Management CO | 10,838 | $355.0K | 0.07% | −868−7.4% | Reduced |
| Gotham Asset Management, LLC | 10,713 | $351.0K | 0.01% | +10,713 | New |
| Allstate Corp | 10,567 | $346.0K | 0.01% | +183+1.8% | Added |
| Walleye Capital LLC | 10,488 | $344.0K | 0.01% | +1,722+19.6% | Added |
| Integrated Wealth Concepts LLC | 10,337 | $339.0K | 0.01% | +450+4.6% | Added |
| US Bancorp | 10,276 | $338.0K | 0.00% | −323−3.0% | Reduced |
| Yousif Capital Management, LLC | 10,256 | $336.0K | 0.00% | +10,256 | New |
| Equitable Holdings, Inc. | 10,222 | $335.0K | 0.01% | +1,722+20.3% | Added |
| Modera Wealth Management, LLC | 10,144 | $333.0K | 0.01% | +10,144 | New |
| KBC Group NV | 10,119 | $332.0K | 0.00% | −36,653−78.4% | Reduced |
| Susquehanna Fundamental Investments, LLC | 10,080 | $331.0K | 0.01% | −96,835−90.6% | Reduced |
| Ethic Inc. | 10,062 | $330.0K | 0.03% | +1,095+12.2% | Added |
| Raymond James Trust N.A. | 10,010 | $328.0K | 0.01% | +1,278+14.6% | Added |
| 44 Wealth Management LLC | 9,925 | $325.0K | 0.11% | −161−1.6% | Reduced |
| Stephens Inc | 9,849 | $323.0K | 0.00% | −2,790−22.1% | Reduced |
| Corient Capital Partners, LLC | 9,436 | $310.0K | 0.02% | +242+2.6% | Added |
| Campbell & CO Investment Adviser LLC | 9,200 | $302.0K | 0.10% | −1,400−13.2% | Reduced |
| The PNC Financial Services Group, Inc. | 8,846 | $289.0K | 0.00% | +1,340+17.9% | Added |
| Veriti Management LLC | 8,499 | $279.0K | 0.04% | −184−2.1% | Reduced |
| Pitcairn Co | 8,406 | $276.0K | 0.02% | −154−1.8% | Reduced |
| Interchange Capital Partners, LLC | 8,214 | $269.0K | 0.27% | +8,214 | New |
| CIBC World Markets Inc. | 8,129 | $267.0K | 0.00% | −2,991−26.9% | Reduced |
| Ellevest, Inc. | 7,875 | $258.0K | 0.02% | +924+13.3% | Added |
| Intersect Capital LLC | 7,840 | $257.0K | 0.05% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,819 | $256.0K | 0.02% | 00.0% | Unchanged |