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 |
|---|---|---|---|---|---|
| Aquatic Capital Management LLC | 9,900 | $306.0K | 0.46% | +9,200+1,314.3% | Added |
| Walleye Capital LLC | 10,023 | $310.0K | 0.01% | −465−4.4% | Reduced |
| KBC Group NV | 10,119 | $313.0K | 0.00% | 00.0% | Unchanged |
| US Bancorp | 10,293 | $317.0K | 0.00% | +17+0.2% | Added |
| Mariner, LLC | 10,268 | $317.0K | 0.00% | +10,268 | New |
| Ethic Inc. | 10,458 | $323.0K | 0.02% | +396+3.9% | Added |
| Allianz Asset Management GmbH | 10,694 | $331.0K | 0.00% | −5,590−34.3% | Reduced |
| Boothbay Fund Management, LLC | 10,709 | $331.0K | 0.01% | −4,269−28.5% | Reduced |
| Pacific Global Investment Management CO | 10,838 | $335.0K | 0.07% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 10,830 | $335.0K | 0.05% | +10,830 | New |
| Yousif Capital Management, LLC | 10,896 | $337.0K | 0.00% | +640+6.2% | Added |
| Ontario Teachers Pension Plan Board | 10,967 | $339.0K | 0.00% | +10,967 | New |
| Corient Capital Partners, LLC | 11,200 | $346.0K | 0.02% | +1,764+18.7% | Added |
| Rothschild Investment Corp | 11,425 | $353.0K | 0.03% | 00.0% | Unchanged |
| Arden Trust Co | 11,766 | $363.0K | 0.07% | −102−0.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 11,773 | $364.0K | 0.08% | +11,773 | New |
| Gotham Asset Management, LLC | 11,950 | $369.0K | 0.01% | +1,237+11.5% | Added |
| Signaturefd, LLC | 12,196 | $377.0K | 0.01% | +265+2.2% | Added |
| M&T Bank Corp | 12,313 | $381.0K | 0.00% | +1,145+10.3% | Added |
| Meiji Yasuda Life Insurance Co | 12,407 | $384.0K | 0.01% | −3,888−23.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,500 | $386.0K | 0.10% | +3,300+35.9% | Added |
| Fractal Investments LLC | 12,531 | $387.0K | 0.11% | −12−0.1% | Reduced |
| Raymond James Trust N.A. | 12,577 | $388.0K | 0.01% | +2,567+25.6% | Added |
| PEAK6 Investments LLC | 12,822 | $396.0K | 0.01% | −1,208−8.6% | Reduced |
| Brown Advisory Inc | 12,938 | $400.0K | 0.00% | −17−0.1% | Reduced |
| Parametrica Management Ltd | 13,012 | $402.0K | 0.30% | +13,012 | New |
| XTX Topco Ltd | 13,105 | $405.0K | 0.18% | +13,105 | New |
| Walleye Trading LLC | 13,125 | $406.0K | 0.01% | +13,125 | New |
| Advisor Group Holdings, Inc. | 13,090 | $421.0K | 0.00% | −35,819−73.2% | Reduced |
| Kestra Advisory Services, LLC | 14,337 | $443.0K | 0.00% | −207−1.4% | Reduced |
| Federated Hermes, Inc. | 14,422 | $446.0K | 0.00% | +2,854+24.7% | Added |
| Macquarie Group Ltd | 14,627 | $452.0K | 0.00% | +341+2.4% | Added |
| E. Ohman J:or Asset Management AB | 15,000 | $463.6K | 0.02% | −7,400−33.0% | Reduced |
| AlphaCrest Capital Management LLC | 15,078 | $466.0K | 0.03% | −29,693−66.3% | Reduced |
| MQS Management LLC | 15,110 | $467.0K | 0.38% | +15,110 | New |
| Paloma Partners Management Co | 15,196 | $469.0K | 0.04% | −30,204−66.5% | Reduced |
| Echo Street Capital Management LLC | 15,348 | $474.0K | 0.00% | +15,348 | New |
| Truist Financial Corp | 15,441 | $477.0K | 0.00% | −1,324−7.9% | Reduced |
| Allstate Corp | 15,491 | $479.0K | 0.01% | +4,924+46.6% | Added |
| Equitable Holdings, Inc. | 15,673 | $484.0K | 0.01% | +5,451+53.3% | Added |
| Rodgers Brothers Inc. | 16,500 | $510.0K | 0.09% | +2,200+15.4% | Added |
| State of Michigan Retirement System | 17,486 | $540.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 17,641 | $545.3K | 0.02% | −32,620−64.9% | Reduced |
| JustInvest LLC | 17,785 | $550.0K | 0.03% | −44,837−71.6% | Reduced |
| Anchor Investment Management, LLC | 18,110 | $559.8K | 0.07% | +407+2.3% | Added |
| Pendal Group Limited | 18,573 | $574.0K | 0.00% | +18,573 | New |
| Greenleaf Trust | 18,971 | $586.0K | 0.01% | +1,498+8.6% | Added |
| CIBC Asset Management Inc | 19,036 | $588.0K | 0.00% | +104+0.5% | Added |
| Daiwa Securities Group Inc. | 19,153 | $592.0K | 0.00% | −1,331−6.5% | Reduced |
| Verdence Capital Advisors LLC | 19,218 | $594.0K | 0.07% | −639−3.2% | Reduced |
| M Holdings Securities, Inc. | 19,769 | $611.0K | 0.05% | +19,769 | New |
| Cutler Group LP | 21,420 | $662.0K | 0.06% | +15,820+282.5% | Added |
| Oak Thistle LLC | 21,491 | $664.0K | 0.35% | −3,979−15.6% | Reduced |
| Engineers Gate Manager LP | 21,773 | $673.0K | 0.03% | −50,066−69.7% | Reduced |
| Arrowstreet Capital, Limited Partnership | 21,779 | $673.0K | 0.00% | +21,779 | New |
| Nisa Investment Advisors, LLC | 22,900 | $708.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,000 | $711.0K | 0.00% | 00.0% | Unchanged |
| Mercer Global Advisors Inc | 23,323 | $721.0K | 0.00% | −234−1.0% | Reduced |
| Epoch Investment Partners, Inc. | 23,446 | $725.0K | 0.00% | −995,928−97.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $735.0K | 0.02% | −104−0.4% | Reduced |
| Tower Research Capital LLC (TRC) | 23,885 | $738.0K | 0.01% | +21,995+1,163.8% | Added |
| Verition Fund Management LLC | 24,312 | $751.0K | 0.01% | +24,312 | New |
| FJ Capital Management LLC | 25,533 | $789.0K | 0.07% | +25,533 | New |
| New York Life Investments Alternatives | 26,260 | $812.0K | 0.56% | −442−1.7% | Reduced |
| Maryland State Retirement & Pension System | 27,357 | $846.0K | 0.02% | 00.0% | Unchanged |
| Caxton Associates LP | 27,871 | $861.0K | 0.08% | +10,828+63.5% | Added |
| Clark Capital Management Group, Inc. | 27,988 | $865.0K | 0.01% | −1,343,593−98.0% | Reduced |
| Ergoteles LLC | 28,011 | $866.0K | 0.03% | +28,011 | New |
| Elo Mutual Pension Insurance Co | 28,650 | $886.0K | 0.03% | +240+0.8% | Added |
| Guggenheim Capital LLC | 29,680 | $918.0K | 0.01% | −118,196−79.9% | Reduced |
| TD Asset Management Inc | 30,550 | $944.0K | 0.00% | −800−2.6% | Reduced |
| Maven Securities LTD | 31,088 | $961.0K | 0.20% | −16,600−34.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 31,828 | $984.0K | 0.01% | +869+2.8% | Added |
| ProShare Advisors LLC | 32,089 | $992.0K | 0.00% | −350−1.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,167 | $994.0K | 0.56% | +110.0% | Added |
| Genesee Capital Advisors, LLC | 32,145 | $994.0K | 0.52% | +2,227+7.4% | Added |
| Centiva Capital, LP | 32,498 | $1.00M | 0.06% | +32,498 | New |
| Icon Advisers Inc | 32,600 | $1.01M | 0.17% | +5,200+19.0% | Added |
| 44 Wealth Management LLC | 16,168 | $1.02M | 0.37% | +6,243+62.9% | Added |
| Point72 Hong Kong Ltd | 33,765 | $1.04M | 0.10% | +33,765 | New |
| AMG National Trust Bank | 34,177 | $1.06M | 0.03% | −204−0.6% | Reduced |
| USS Investment Management Ltd | 34,991 | $1.08M | 0.01% | −51,580−59.6% | Reduced |
| First Republic Investment Management, Inc. | 35,594 | $1.10M | 0.00% | +4,880+15.9% | Added |
| Amalgamated Bank | 36,022 | $1.11M | 0.01% | −2,918−7.5% | Reduced |
| Amalgamated Financial Corp. | 36,022 | $1.11M | 0.01% | +36,022 | New |
| PDT Partners, LLC | 37,449 | $1.16M | 0.10% | +37,449 | New |
| LPL Financial LLC | 38,551 | $1.19M | 0.00% | +1,202+3.2% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.26M | 0.66% | +135+0.3% | Added |
| Standard Life Aberdeen plc | 40,775 | $1.29M | 0.00% | −37,574−48.0% | Reduced |
| Nissay Asset Management Corp | 41,631 | $1.29M | 0.01% | +247+0.6% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 41,370 | $1.29M | 0.09% | +41,370 | New |
| Bridgewater Associates, LP | 42,701 | $1.32M | 0.01% | −28,249−39.8% | Reduced |
| D.A. Davidson & Co. | 44,930 | $1.39M | 0.02% | +4,126+10.1% | Added |
| STRS Ohio | 45,291 | $1.40M | 0.01% | −5,462−10.8% | Reduced |
| Pinebridge Investments, L.P. | 45,730 | $1.41M | 0.02% | +43,416+1,876.2% | Added |
| TCW Group Inc | 45,937 | $1.42M | 0.01% | +5,716+14.2% | Added |
| Public Employees Retirement Association of Colorado | 46,455 | $1.44M | 0.01% | −11,534−19.9% | Reduced |
| Acadian Asset Management LLC | 48,139 | $1.49M | 0.01% | −141,078−74.6% | Reduced |
| Comerica Bank | 46,376 | $1.50M | 0.01% | −417−0.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 51,130 | $1.58M | 0.19% | −11,261−18.0% | Reduced |