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, Q1 2022
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2022. 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
- 398
- +7 vs. Q4 2021
- Shares held
- 375.5M
- −9.25M (−2.4%) vs. Q4 2021
- Total value
- $11.6B
- −$1.01B (−8.0%) vs. Q4 2021
- New holders
- 57
- 142 more added
- Sold out
- 50
- 164 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,143,567 | $1.24B | 0.03% | +854,689+2.2% | Added |
| BlackRock Inc. | 32,341,132 | $999.7M | 0.03% | −866,312−2.6% | Reduced |
| Price T Rowe Associates Inc | 28,851,136 | $891.8M | 0.09% | −16,182,519−35.9% | Reduced |
| Norges Bank | 23,577,135 | $728.8M | 0.16% | −8,1960.0% | Reduced |
| Pzena Investment Management LLC | 21,926,757 | $677.8M | 2.56% | −156,876−0.7% | Reduced |
| Canada Pension Plan Investment Board | 18,240,633 | $563.8M | 0.76% | −1760.0% | Reduced |
| Invesco Ltd. | 13,883,483 | $429.1M | 0.11% | +419,700+3.1% | Added |
| Wellington Management Group LLP | 13,407,601 | $414.4M | 0.07% | −1,255,241−8.6% | Reduced |
| State Street Corp | 9,342,167 | $288.8M | 0.01% | −289,296−3.0% | Reduced |
| Conifer Management, L.L.C. | 9,204,377 | $284.5M | 32.60% | +880,600+10.6% | Added |
| Massachusetts Financial Services Co | 7,466,766 | $230.8M | 0.07% | +575,664+8.4% | Added |
| Nuveen Asset Management, LLC | 6,358,764 | $198.1M | 0.06% | −92,325−1.4% | Reduced |
| Ci Investments Inc. | 5,743,916 | $177.5M | 0.65% | +471,163+8.9% | Added |
| Thornburg Investment Management Inc | 5,657,912 | $174.9M | 2.29% | −9,525−0.2% | Reduced |
| FMR LLC | 5,182,546 | $160.2M | 0.01% | +5,570+0.1% | Added |
| Thrivent Financial for Lutherans | 5,142,973 | $159.0M | 0.31% | +286,090+5.9% | Added |
| Neuberger Berman Group LLC | 5,011,786 | $155.0M | 0.13% | +270,728+5.7% | Added |
| Geode Capital Management, LLC | 4,727,799 | $145.9M | 0.02% | +102,603+2.2% | Added |
| Dimensional Fund Advisors LP | 4,099,592 | $126.7M | 0.04% | +714,996+21.1% | Added |
| Ensign Peak Advisors, Inc | 3,916,682 | $121.1M | 0.25% | +207,136+5.6% | Added |
| Clearbridge Investments, LLC | 3,752,140 | $116.0M | 0.09% | +47,461+1.3% | Added |
| Goldman Sachs Group Inc | 3,723,505 | $115.1M | 0.03% | +1,784,795+92.1% | Added |
| Sessa Capital IM, L.P. | 3,709,521 | $114.7M | 6.97% | −154,000−4.0% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,616,580 | $111.8M | 0.36% | −125,800−3.4% | Reduced |
| Samlyn Capital, LLC | 3,536,833 | $109.3M | 1.65% | +794,353+29.0% | Added |
| FIL Ltd | 3,379,398 | $104.5M | 0.11% | −597,533−15.0% | Reduced |
| Bank of New York Mellon Corp | 2,920,814 | $90.3M | 0.02% | +409,966+16.3% | Added |
| Select Equity Group, L.P. | 2,850,430 | $88.1M | 0.29% | +2,850,430 | New |
| Bank of America Corp | 2,765,871 | $85.5M | 0.01% | +43,387+1.6% | Added |
| Lord, Abbett & Co. LLC | 2,532,752 | $78.3M | 0.21% | −101,063−3.8% | Reduced |
| Northern Trust Corp | 2,431,269 | $75.2M | 0.01% | −49,147−2.0% | Reduced |
| Citadel Advisors LLC | 2,147,027 | $66.4M | 0.08% | −504,918−19.0% | Reduced |
| Charles Schwab Investment Management Inc | 2,112,719 | $65.3M | 0.02% | +68,324+3.3% | Added |
| GMT Capital Corp | 2,040,300 | $63.1M | 3.96% | +339,900+20.0% | Added |
| Legal & General Group Plc | 2,003,476 | $61.9M | 0.02% | −15,085−0.7% | Reduced |
| Morgan Stanley | 1,991,148 | $61.5M | 0.01% | +453,290+29.5% | Added |
| Voya Investment Management LLC | 1,942,467 | $60.0M | 0.12% | +875,098+82.0% | Added |
| Deutsche Bank AG | 1,832,624 | $56.6M | 0.03% | +371,607+25.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,810,312 | $56.0M | 0.13% | −123,874−6.4% | Reduced |
| Millennium Management LLC | 1,759,770 | $54.4M | 0.07% | +1,190,569+209.2% | Added |
| Artemis Investment Management LLP | 1,586,261 | $49.0M | 0.40% | −1,071,878−40.3% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,536,000 | $47.5M | 0.53% | −387,930−20.2% | Reduced |
| Assenagon Asset Management S.A. | 1,430,973 | $44.2M | 0.14% | +1,430,973 | New |
| Chilton Investment Co LLC | 1,329,252 | $41.1M | 0.99% | +1,258,351+1,774.8% | Added |
| Owl Creek Asset Management, L.P. | 1,294,032 | $40.0M | 2.50% | −28,800−2.2% | Reduced |
| Voloridge Investment Management, LLC | 1,239,998 | $38.3M | 0.22% | +388,013+45.5% | Added |
| Barclays PLC | 1,238,502 | $38.3M | 0.03% | +1,238,502 | New |
| UBS Asset Management Americas Inc | 1,232,122 | $38.1M | 0.02% | −8,075−0.7% | Reduced |
| Poplar Forest Capital LLC | 1,222,292 | $37.8M | 3.93% | −35,894−2.9% | Reduced |
| Parametric Portfolio Associates LLC | 1,157,816 | $35.8M | 0.02% | +13,690+1.2% | Added |
| Prana Capital Management, LP | 1,067,869 | $33.0M | 2.63% | +266,970+33.3% | Added |
| Alyeska Investment Group, L.P. | 1,012,721 | $31.3M | 0.34% | −308,510−23.4% | Reduced |
| Wedge Capital Management L L P | 1,005,748 | $31.1M | 0.42% | −18,875−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 995,692 | $30.8M | 0.02% | −314,690−24.0% | Reduced |
| Gillson Capital LP | 968,805 | $29.9M | 2.39% | −311,651−24.3% | Reduced |
| D. E. Shaw & Co., Inc. | 956,848 | $29.6M | 0.04% | +160,410+20.1% | Added |
| O'Shaughnessy Asset Management, LLC | 924,986 | $28.6M | 0.48% | −81,030−8.1% | Reduced |
| Storebrand Asset Management AS | 904,556 | $28.0M | 0.13% | +82,048+10.0% | Added |
| Ameriprise Financial Inc | 867,513 | $26.8M | 0.01% | −16,675−1.9% | Reduced |
| Clough Capital Partners L P | 837,840 | $25.9M | 1.98% | −396,460−32.1% | Reduced |
| Soapstone Management L.P. | 825,000 | $25.5M | 11.66% | −125,000−13.2% | Reduced |
| Swedbank AB | 811,533 | $25.1M | 0.05% | +3000.0% | Added |
| Credit Suisse AG | 795,007 | $24.6M | 0.02% | +63,342+8.7% | Added |
| State of Wisconsin Investment Board | 782,198 | $24.2M | 0.05% | −170,434−17.9% | Reduced |
| California Public Employees Retirement System | 705,671 | $21.8M | 0.02% | −55,872−7.3% | Reduced |
| AQR Capital Management LLC | 639,877 | $19.8M | 0.04% | +209,614+48.7% | Added |
| California State Teachers Retirement System | 637,968 | $19.7M | 0.03% | −48,274−7.0% | Reduced |
| APG Asset Management N.V. | 671,110 | $18.6M | 0.04% | −1,700−0.3% | Reduced |
| Algebris (UK) Ltd | 596,988 | $18.5M | 8.90% | −159,712−21.1% | Reduced |
| Putnam Investments LLC | 576,029 | $17.8M | 0.03% | +168,370+41.3% | Added |
| Wells Fargo & Company | 537,706 | $16.6M | 0.00% | +94,584+21.3% | Added |
| Amundi | 521,751 | $16.1M | 0.01% | −26,234−4.8% | Reduced |
| State Board of Administration of Florida Retirement System | 512,734 | $15.8M | 0.03% | −950−0.2% | Reduced |
| Lazard Asset Management LLC | 506,725 | $15.7M | 0.02% | +4,362+0.9% | Added |
| Adage Capital Partners GP, L.L.C. | 500,000 | $15.5M | 0.03% | +500,000 | New |
| Steamboat Capital Partners, LLC | 499,210 | $15.4M | 4.56% | −1,111−0.2% | Reduced |
| Russell Investments Group, Ltd. | 479,785 | $14.9M | 0.03% | −132,018−21.6% | Reduced |
| New York State Common Retirement Fund | 477,888 | $14.8M | 0.02% | −10,986−2.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 475,718 | $14.7M | 0.07% | −8,605−1.8% | Reduced |
| Bank of Nova Scotia | 465,149 | $14.4M | 0.02% | +430,562+1,244.9% | Added |
| Callodine Capital Management, LP | 461,250 | $14.3M | 4.65% | +96,250+26.4% | Added |
| Cubist Systematic Strategies, LLC | 436,367 | $13.5M | 0.11% | +371,920+577.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 435,653 | $13.5M | 4.33% | −103,804−19.2% | Reduced |
| NFJ Investment Group, LLC | 428,791 | $13.3M | 0.27% | −7,165−1.6% | Reduced |
| Citigroup Inc | 411,909 | $12.7M | 0.01% | +94,606+29.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 407,762 | $12.6M | 0.05% | +22,867+5.9% | Added |
| LSV Asset Management | 397,145 | $12.3M | 0.02% | +102,945+35.0% | Added |
| Point72 Asset Management, L.P. | 380,936 | $11.8M | 0.05% | −7,528−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,032 | $11.5M | 0.05% | −108,544−22.6% | Reduced |
| Caisse de Depot Et Placement du Quebec | 363,812 | $11.2M | 0.03% | +184,100+102.4% | Added |
| Community Trust & Investment Co | 347,118 | $10.7M | 0.95% | −312−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 338,591 | $10.5M | 0.26% | +226,820+202.9% | Added |
| Brandywine Global Investment Management, LLC | 334,796 | $10.3M | 0.08% | −16,117−4.6% | Reduced |
| BlueMar Capital Management, LLC | 319,917 | $9.89M | 4.19% | −5,734−1.8% | Reduced |
| Great West Life Assurance Co | 299,699 | $9.78M | 0.02% | −7,120−2.3% | Reduced |
| SEI Investments Co | 313,430 | $9.70M | 0.02% | +2,271+0.7% | Added |
| Interval Partners, LP | 309,679 | $9.57M | 0.72% | −14,914−4.6% | Reduced |
| Rhumbline Advisers | 309,504 | $9.57M | 0.01% | +7,745+2.6% | Added |
| Teacher Retirement System of Texas | 309,228 | $9.56M | 0.05% | −11,170−3.5% | Reduced |
| EJF Capital LLC | 307,024 | $9.49M | 1.02% | +180,255+142.2% | Added |