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 |
|---|---|---|---|---|---|
| Rhumbline Advisers | 309,504 | $9.57M | 0.01% | +7,745+2.6% | Added |
| Interval Partners, LP | 309,679 | $9.57M | 0.72% | −14,914−4.6% | Reduced |
| SEI Investments Co | 313,430 | $9.70M | 0.02% | +2,271+0.7% | Added |
| Great West Life Assurance Co | 299,699 | $9.78M | 0.02% | −7,120−2.3% | Reduced |
| BlueMar Capital Management, LLC | 319,917 | $9.89M | 4.19% | −5,734−1.8% | Reduced |
| Brandywine Global Investment Management, LLC | 334,796 | $10.3M | 0.08% | −16,117−4.6% | Reduced |
| Worldquant Millennium Advisors LLC | 338,591 | $10.5M | 0.26% | +226,820+202.9% | Added |
| Community Trust & Investment Co | 347,118 | $10.7M | 0.95% | −312−0.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 363,812 | $11.2M | 0.03% | +184,100+102.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,032 | $11.5M | 0.05% | −108,544−22.6% | Reduced |
| Point72 Asset Management, L.P. | 380,936 | $11.8M | 0.05% | −7,528−1.9% | Reduced |
| LSV Asset Management | 397,145 | $12.3M | 0.02% | +102,945+35.0% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 407,762 | $12.6M | 0.05% | +22,867+5.9% | Added |
| Citigroup Inc | 411,909 | $12.7M | 0.01% | +94,606+29.8% | Added |
| NFJ Investment Group, LLC | 428,791 | $13.3M | 0.27% | −7,165−1.6% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 435,653 | $13.5M | 4.33% | −103,804−19.2% | Reduced |
| Cubist Systematic Strategies, LLC | 436,367 | $13.5M | 0.11% | +371,920+577.1% | Added |
| Callodine Capital Management, LP | 461,250 | $14.3M | 4.65% | +96,250+26.4% | Added |
| Bank of Nova Scotia | 465,149 | $14.4M | 0.02% | +430,562+1,244.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 475,718 | $14.7M | 0.07% | −8,605−1.8% | Reduced |
| New York State Common Retirement Fund | 477,888 | $14.8M | 0.02% | −10,986−2.2% | Reduced |
| Russell Investments Group, Ltd. | 479,785 | $14.9M | 0.03% | −132,018−21.6% | Reduced |
| Steamboat Capital Partners, LLC | 499,210 | $15.4M | 4.56% | −1,111−0.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 500,000 | $15.5M | 0.03% | +500,000 | New |
| Lazard Asset Management LLC | 506,725 | $15.7M | 0.02% | +4,362+0.9% | Added |
| State Board of Administration of Florida Retirement System | 512,734 | $15.8M | 0.03% | −950−0.2% | Reduced |
| Amundi | 521,751 | $16.1M | 0.01% | −26,234−4.8% | Reduced |
| Wells Fargo & Company | 537,706 | $16.6M | 0.00% | +94,584+21.3% | Added |
| Putnam Investments LLC | 576,029 | $17.8M | 0.03% | +168,370+41.3% | Added |
| Algebris (UK) Ltd | 596,988 | $18.5M | 8.90% | −159,712−21.1% | Reduced |
| APG Asset Management N.V. | 671,110 | $18.6M | 0.04% | −1,700−0.3% | Reduced |
| California State Teachers Retirement System | 637,968 | $19.7M | 0.03% | −48,274−7.0% | Reduced |
| AQR Capital Management LLC | 639,877 | $19.8M | 0.04% | +209,614+48.7% | Added |
| California Public Employees Retirement System | 705,671 | $21.8M | 0.02% | −55,872−7.3% | Reduced |
| State of Wisconsin Investment Board | 782,198 | $24.2M | 0.05% | −170,434−17.9% | Reduced |
| Credit Suisse AG | 795,007 | $24.6M | 0.02% | +63,342+8.7% | Added |
| Swedbank AB | 811,533 | $25.1M | 0.05% | +3000.0% | Added |
| Soapstone Management L.P. | 825,000 | $25.5M | 11.66% | −125,000−13.2% | Reduced |
| Clough Capital Partners L P | 837,840 | $25.9M | 1.98% | −396,460−32.1% | Reduced |
| Ameriprise Financial Inc | 867,513 | $26.8M | 0.01% | −16,675−1.9% | Reduced |
| Storebrand Asset Management AS | 904,556 | $28.0M | 0.13% | +82,048+10.0% | Added |
| O'Shaughnessy Asset Management, LLC | 924,986 | $28.6M | 0.48% | −81,030−8.1% | Reduced |
| D. E. Shaw & Co., Inc. | 956,848 | $29.6M | 0.04% | +160,410+20.1% | Added |
| Gillson Capital LP | 968,805 | $29.9M | 2.39% | −311,651−24.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 995,692 | $30.8M | 0.02% | −314,690−24.0% | Reduced |
| Wedge Capital Management L L P | 1,005,748 | $31.1M | 0.42% | −18,875−1.8% | Reduced |
| Alyeska Investment Group, L.P. | 1,012,721 | $31.3M | 0.34% | −308,510−23.4% | Reduced |
| Prana Capital Management, LP | 1,067,869 | $33.0M | 2.63% | +266,970+33.3% | Added |
| Parametric Portfolio Associates LLC | 1,157,816 | $35.8M | 0.02% | +13,690+1.2% | Added |
| Poplar Forest Capital LLC | 1,222,292 | $37.8M | 3.93% | −35,894−2.9% | Reduced |
| UBS Asset Management Americas Inc | 1,232,122 | $38.1M | 0.02% | −8,075−0.7% | Reduced |
| Barclays PLC | 1,238,502 | $38.3M | 0.03% | +1,238,502 | New |
| Voloridge Investment Management, LLC | 1,239,998 | $38.3M | 0.22% | +388,013+45.5% | Added |
| Owl Creek Asset Management, L.P. | 1,294,032 | $40.0M | 2.50% | −28,800−2.2% | Reduced |
| Chilton Investment Co LLC | 1,329,252 | $41.1M | 0.99% | +1,258,351+1,774.8% | Added |
| Assenagon Asset Management S.A. | 1,430,973 | $44.2M | 0.14% | +1,430,973 | New |
| Schonfeld Strategic Advisors LLC | 1,536,000 | $47.5M | 0.53% | −387,930−20.2% | Reduced |
| Artemis Investment Management LLP | 1,586,261 | $49.0M | 0.40% | −1,071,878−40.3% | Reduced |
| Millennium Management LLC | 1,759,770 | $54.4M | 0.07% | +1,190,569+209.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,810,312 | $56.0M | 0.13% | −123,874−6.4% | Reduced |
| Deutsche Bank AG | 1,832,624 | $56.6M | 0.03% | +371,607+25.4% | Added |
| Voya Investment Management LLC | 1,942,467 | $60.0M | 0.12% | +875,098+82.0% | Added |
| Morgan Stanley | 1,991,148 | $61.5M | 0.01% | +453,290+29.5% | Added |
| Legal & General Group Plc | 2,003,476 | $61.9M | 0.02% | −15,085−0.7% | Reduced |
| GMT Capital Corp | 2,040,300 | $63.1M | 3.96% | +339,900+20.0% | Added |
| Charles Schwab Investment Management Inc | 2,112,719 | $65.3M | 0.02% | +68,324+3.3% | Added |
| Citadel Advisors LLC | 2,147,027 | $66.4M | 0.08% | −504,918−19.0% | Reduced |
| Northern Trust Corp | 2,431,269 | $75.2M | 0.01% | −49,147−2.0% | Reduced |
| Lord, Abbett & Co. LLC | 2,532,752 | $78.3M | 0.21% | −101,063−3.8% | Reduced |
| Bank of America Corp | 2,765,871 | $85.5M | 0.01% | +43,387+1.6% | Added |
| Select Equity Group, L.P. | 2,850,430 | $88.1M | 0.29% | +2,850,430 | New |
| Bank of New York Mellon Corp | 2,920,814 | $90.3M | 0.02% | +409,966+16.3% | Added |
| FIL Ltd | 3,379,398 | $104.5M | 0.11% | −597,533−15.0% | Reduced |
| Samlyn Capital, LLC | 3,536,833 | $109.3M | 1.65% | +794,353+29.0% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,616,580 | $111.8M | 0.36% | −125,800−3.4% | Reduced |
| Sessa Capital IM, L.P. | 3,709,521 | $114.7M | 6.97% | −154,000−4.0% | Reduced |
| Goldman Sachs Group Inc | 3,723,505 | $115.1M | 0.03% | +1,784,795+92.1% | Added |
| Clearbridge Investments, LLC | 3,752,140 | $116.0M | 0.09% | +47,461+1.3% | Added |
| Ensign Peak Advisors, Inc | 3,916,682 | $121.1M | 0.25% | +207,136+5.6% | Added |
| Dimensional Fund Advisors LP | 4,099,592 | $126.7M | 0.04% | +714,996+21.1% | Added |
| Geode Capital Management, LLC | 4,727,799 | $145.9M | 0.02% | +102,603+2.2% | Added |
| Neuberger Berman Group LLC | 5,011,786 | $155.0M | 0.13% | +270,728+5.7% | Added |
| Thrivent Financial for Lutherans | 5,142,973 | $159.0M | 0.31% | +286,090+5.9% | Added |
| FMR LLC | 5,182,546 | $160.2M | 0.01% | +5,570+0.1% | Added |
| Thornburg Investment Management Inc | 5,657,912 | $174.9M | 2.29% | −9,525−0.2% | Reduced |
| Ci Investments Inc. | 5,743,916 | $177.5M | 0.65% | +471,163+8.9% | Added |
| Nuveen Asset Management, LLC | 6,358,764 | $198.1M | 0.06% | −92,325−1.4% | Reduced |
| Massachusetts Financial Services Co | 7,466,766 | $230.8M | 0.07% | +575,664+8.4% | Added |
| Conifer Management, L.L.C. | 9,204,377 | $284.5M | 32.60% | +880,600+10.6% | Added |
| State Street Corp | 9,342,167 | $288.8M | 0.01% | −289,296−3.0% | Reduced |
| Wellington Management Group LLP | 13,407,601 | $414.4M | 0.07% | −1,255,241−8.6% | Reduced |
| Invesco Ltd. | 13,883,483 | $429.1M | 0.11% | +419,700+3.1% | Added |
| Canada Pension Plan Investment Board | 18,240,633 | $563.8M | 0.76% | −1760.0% | Reduced |
| Pzena Investment Management LLC | 21,926,757 | $677.8M | 2.56% | −156,876−0.7% | Reduced |
| Norges Bank | 23,577,135 | $728.8M | 0.16% | −8,1960.0% | Reduced |
| Price T Rowe Associates Inc | 28,851,136 | $891.8M | 0.09% | −16,182,519−35.9% | Reduced |
| BlackRock Inc. | 32,341,132 | $999.7M | 0.03% | −866,312−2.6% | Reduced |
| Vanguard Group Inc | 40,143,567 | $1.24B | 0.03% | +854,689+2.2% | Added |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,447,623−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −841,934−100.0% | Sold out |