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 |
|---|---|---|---|---|---|
| Tributary Capital Management, LLC | 52,000 | $1.61M | 0.13% | −19,300−27.1% | Reduced |
| Balasa Dinverno & Foltz LLC | 52,166 | $1.61M | 0.11% | −3,078−5.6% | Reduced |
| Rockefeller Capital Management L.P. | 52,717 | $1.63M | 0.01% | +166+0.3% | Added |
| Quinn Opportunity Partners LLC | 53,500 | $1.65M | 0.10% | +6,500+13.8% | Added |
| Gsa Capital Partners LLP | 54,355 | $1.68M | 0.23% | +25,371+87.5% | Added |
| Brant Point Investment Management LLC | 55,451 | $1.71M | 0.35% | −400−0.7% | Reduced |
| British Columbia Investment Management Corp | 56,252 | $1.74M | 0.01% | −8,856−13.6% | Reduced |
| Quantbot Technologies LP | 56,495 | $1.75M | 0.15% | +55,793+7,947.7% | Added |
| Franklin Resources Inc | 57,214 | $1.77M | 0.00% | −14,278−20.0% | Reduced |
| 1832 Asset Management L.P. | 58,000 | $1.78M | 0.00% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 57,700 | $1.78M | 0.01% | −1,200−2.0% | Reduced |
| Trexquant Investment LP | 59,569 | $1.84M | 0.09% | +59,569 | New |
| Crestline Management, LP | 59,816 | $1.85M | 0.23% | +11,542+23.9% | Added |
| Edge Capital Group, LLC | 60,000 | $1.85M | 0.13% | +60,000 | New |
| Steel Peak Wealth Management LLC | 60,121 | $1.86M | 0.11% | +30,375+102.1% | Added |
| Chartwell Investment Partners, LLC | 60,432 | $1.87M | 0.06% | +3,536+6.2% | Added |
| Principal Financial Group Inc | 60,685 | $1.88M | 0.00% | +9,713+19.1% | Added |
| DekaBank Deutsche Girozentrale | 59,222 | $1.88M | 0.00% | −77−0.1% | Reduced |
| DnB Asset Management AS | 61,655 | $1.91M | 0.01% | +6,009+10.8% | Added |
| Schroder Investment Management Group | 60,224 | $1.91M | 0.00% | −181,745−75.1% | Reduced |
| Utah Retirement Systems | 62,438 | $1.93M | 0.03% | −3,400−5.2% | Reduced |
| Gulf International Bank (UK) Ltd | 62,918 | $1.94M | 0.03% | 00.0% | Unchanged |
| Royce & Associates LP | 65,000 | $2.01M | 0.02% | −162,463−71.4% | Reduced |
| Winton Group Ltd | 65,903 | $2.04M | 0.11% | −18,943−22.3% | Reduced |
| Greenwich Investment Management, Inc. | 66,583 | $2.06M | 1.23% | −9,012−11.9% | Reduced |
| Point72 Europe (London) LLP | 67,500 | $2.09M | 0.77% | −78,200−53.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 72,800 | $2.25M | 0.15% | +5,300+7.9% | Added |
| Toronto Dominion Bank | 74,004 | $2.29M | 0.00% | +5,287+7.7% | Added |
| Power Corp of Canada | 74,375 | $2.30M | 0.19% | +74,375 | New |
| IFM Investors Pty Ltd | 76,752 | $2.37M | 0.04% | +11,077+16.9% | Added |
| B. Metzler seel. Sohn & Co. AG | 76,813 | $2.38M | 0.03% | 00.0% | Unchanged |
| First National Bank of Omaha | 76,946 | $2.38M | 0.12% | −77,430−50.2% | Reduced |
| Duality Advisers, LP | 77,673 | $2.40M | 0.26% | +77,673 | New |
| Nomura Asset Management Co Ltd | 79,029 | $2.44M | 0.01% | −630−0.8% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.46M | 0.04% | 00.0% | Unchanged |
| Victory Capital Management Inc | 89,799 | $2.59M | 0.00% | −15,055−14.4% | Reduced |
| American Trust Investment Advisors, LLC | 83,970 | $2.60M | 1.33% | +83,970 | New |
| Kendall Capital Management | 86,424 | $2.67M | 1.29% | +2,917+3.5% | Added |
| Eaton Vance Management | 90,764 | $2.81M | 0.00% | +90,279+18,614.2% | Added |
| BTC Capital Management, Inc. | 93,067 | $2.88M | 0.28% | +93,067 | New |
| Magnetar Financial LLC | 93,269 | $2.88M | 0.03% | +93,269 | New |
| Alliancebernstein L.P. | 95,562 | $2.95M | 0.00% | −10,491−9.9% | Reduced |
| Oregon Public Employees Retirement Fund | 98,613 | $3.05M | 0.03% | −18,651−15.9% | Reduced |
| Arizona State Retirement System | 101,403 | $3.13M | 0.03% | +368+0.4% | Added |
| American Century Companies Inc | 109,460 | $3.38M | 0.00% | +21,666+24.7% | Added |
| Aviva PLC | 109,721 | $3.39M | 0.02% | −4,927−4.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 110,882 | $3.43M | 0.00% | −152,285−57.9% | Reduced |
| Man Group plc | 117,048 | $3.62M | 0.01% | −98,457−45.7% | Reduced |
| Bank of Montreal | 114,184 | $3.62M | 0.00% | −2,467−2.1% | Reduced |
| Treasurer of the State of North Carolina | 129,085 | $3.99M | 0.02% | −2,363−1.8% | Reduced |
| Kempner Capital Management Inc. | 129,340 | $4.00M | 2.19% | −854−0.7% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $4.02M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 134,852 | $4.17M | 0.02% | +3,661+2.8% | Added |
| Employees Retirement System of Texas | 135,991 | $4.20M | 0.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 136,968 | $4.23M | 0.84% | +6,763+5.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 144,643 | $4.47M | 0.03% | +49,117+51.4% | Added |
| First Trust Advisors LP | 150,671 | $4.66M | 0.00% | −145,007−49.0% | Reduced |
| Manufacturers Life Insurance Company, The | 158,137 | $4.89M | 0.00% | +4,740+3.1% | Added |
| Pictet Asset Management SA | 158,523 | $4.90M | 0.01% | +2,404+1.5% | Added |
| Foster & Motley Inc | 159,704 | $4.94M | 0.39% | −1,969−1.2% | Reduced |
| Redwood Investment Management, LLC | 159,815 | $4.94M | 0.73% | −20,645−11.4% | Reduced |
| Natixis Advisors, L.P. | 161,359 | $4.99M | 0.02% | −1,820−1.1% | Reduced |
| ExodusPoint Capital Management, LP | 162,526 | $5.02M | 0.07% | −5,312−3.2% | Reduced |
| Envestnet Asset Management Inc | 163,907 | $5.07M | 0.00% | −225,067−57.9% | Reduced |
| Asset Management One Co.,Ltd. | 164,838 | $5.10M | 0.02% | −8,860−5.1% | Reduced |
| Keeley-Teton Advisors, LLC | 168,970 | $5.22M | 0.55% | −6,521−3.7% | Reduced |
| HSBC Holdings PLC | 169,428 | $5.32M | 0.01% | −740,870−81.4% | Reduced |
| Rafferty Asset Management, LLC | 176,321 | $5.45M | 0.03% | −14,948−7.8% | Reduced |
| NN Investment Partners Holdings N.V. | 179,908 | $5.56M | 0.03% | −5,853−3.2% | Reduced |
| Public Employees Retirement System of Ohio | 182,094 | $5.63M | 0.02% | −13,017−6.7% | Reduced |
| UBS Group AG | 183,141 | $5.66M | 0.00% | −62,063−25.3% | Reduced |
| Oliver Luxxe Assets LLC | 193,314 | $5.97M | 1.51% | +4,134+2.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 194,697 | $6.02M | 0.06% | +4,900+2.6% | Added |
| Jacobs Levy Equity Management, Inc | 198,064 | $6.12M | 0.04% | −72,740−26.9% | Reduced |
| Hyperion Capital Advisors LP | 200,000 | $6.18M | 2.34% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 205,564 | $6.35M | 0.02% | 00.0% | Unchanged |
| National Bank of Canada | 203,070 | $6.35M | 0.02% | +80,225+65.3% | Added |
| Janus Henderson Group PLC | 212,520 | $6.57M | 0.00% | −202,526−48.8% | Reduced |
| Royal Bank of Canada | 213,575 | $6.60M | 0.00% | +81,534+61.7% | Added |
| Susquehanna International Group, LLP | 216,286 | $6.68M | 0.01% | −92,139−29.9% | Reduced |
| Stifel Financial Corp | 222,038 | $6.86M | 0.01% | +16,291+7.9% | Added |
| JPMorgan Chase & Co | 227,129 | $7.02M | 0.00% | +193,074+566.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 238,940 | $7.39M | 0.03% | +1,919+0.8% | Added |
| Jane Street Group, LLC | 242,081 | $7.48M | 0.01% | +190,546+369.7% | Added |
| Prudential Financial Inc | 243,130 | $7.51M | 0.01% | +75,772+45.3% | Added |
| Squarepoint Ops LLC | 246,846 | $7.63M | 0.06% | +197,628+401.5% | Added |
| Kingdon Capital Management, L.L.C. | 250,000 | $7.73M | 1.31% | +100,000+66.7% | Added |
| Oppenheimer Asset Management Inc. | 258,794 | $8.00M | 0.11% | −4,640−1.8% | Reduced |
| Susquehanna Fundamental Investments, LLC | 265,752 | $8.21M | 0.16% | +255,672+2,536.4% | Added |
| Mn Services Vermogensbeheer B.V. | 275,700 | $8.52M | 0.06% | −14,700−5.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 276,499 | $8.55M | 0.02% | −21,652−7.3% | Reduced |
| Qube Research & Technologies Ltd | 277,239 | $8.57M | 0.08% | +175,082+171.4% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $8.63M | 0.16% | −50,000−15.2% | Reduced |
| Korea Investment CORP | 286,900 | $8.87M | 0.02% | +14,400+5.3% | Added |
| Brookfield Asset Management Inc. | 292,365 | $9.04M | 0.03% | +93,317+46.9% | Added |
| Raymond James & Associates | 299,378 | $9.25M | 0.01% | +11,511+4.0% | Added |
| Hudson Bay Capital Management LP | 300,000 | $9.27M | 0.13% | 00.0% | Unchanged |
| Nordea Investment Management AB | 294,290 | $9.37M | 0.01% | +270,285+1,126.0% | Added |
| EJF Capital LLC | 307,024 | $9.49M | 1.02% | +180,255+142.2% | Added |
| Teacher Retirement System of Texas | 309,228 | $9.56M | 0.05% | −11,170−3.5% | Reduced |