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 |
|---|---|---|---|---|---|
| Zimmer Partners, LP | 0 | $0 | 0.00% | −750,000−100.0% | Sold out |
| Full18 Capital LLC | 0 | $0 | 0.00% | −175,406−100.0% | Sold out |
| Capitolis Advisors LLC | 0 | $0 | 0.00% | −133,379−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −98,092−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −79,052−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −52,562−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −48,808−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −39,092−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −35,800−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −30,184−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −22,931−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −22,611−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −21,608−100.0% | Sold out |
| ClariVest Asset Management LLC | 0 | $0 | 0.00% | −20,556−100.0% | Sold out |
| Csenge Advisory Group | 0 | $0 | 0.00% | −18,561−100.0% | Sold out |
| MidWestOne Financial Group, Inc. | 0 | $0 | 0.00% | −14,224−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −13,469−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −12,995−100.0% | Sold out |
| Bayesian Capital Management, LP | 0 | $0 | 0.00% | −12,770−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −12,435−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −12,038−100.0% | Sold out |
| Barings LLC | 0 | $0 | 0.00% | −11,377−100.0% | Sold out |
| Modera Wealth Management, LLC | 0 | $0 | 0.00% | −10,144−100.0% | Sold out |
| qPULA Trading Management LP | 0 | $0 | 0.00% | −7,709−100.0% | Sold out |
| Clear Street Markets LLC | 0 | $0 | 0.00% | −7,500−100.0% | Sold out |
| Metropolitan Life Insurance Co | 0 | $0 | 0.00% | −7,229−100.0% | Sold out |
| Diversified Trust Co | 0 | $0 | 0.00% | −6,838−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −6,422−100.0% | Sold out |
| Kestra Private Wealth Services, LLC | 0 | $0 | 0.00% | −6,248−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −6,214−100.0% | Sold out |
| IBM Retirement Fund | 0 | $0 | 0.00% | −6,169−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −6,163−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −6,119−100.0% | Sold out |
| Confluence Wealth Services, Inc. | 0 | $0 | 0.00% | −2,515−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −1,009−100.0% | Sold out |
| Chilton Capital Management LLC | 0 | $0 | 0.00% | −313−100.0% | Sold out |
| Amplius Wealth Advisors, LLC | 0 | $0 | 0.00% | −261−100.0% | Sold out |
| First Command Bank | 0 | $0 | 0.00% | −196−100.0% | Sold out |
| Private Capital Group, LLC | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Barrett Asset Management, LLC | 0 | $0 | 0.00% | −103−100.0% | Sold out |
| Widmann Financial Services, Inc. | 0 | $0 | 0.00% | −104−100.0% | Sold out |
| Aquire Wealth Advisors, LLC | 0 | $0 | 0.00% | −48−100.0% | Sold out |
| FourThought Financial, LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Cambridge Trust Co | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Newbridge Financial Services Group, Inc. | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Credential Qtrade Securities Inc. | 0 | $0 | 0.00% | −26−100.0% | Sold out |
| Andra AP-fonden | – | – | – | – | Not filed |
| Tdam USA Inc. | – | – | – | – | Not filed |
| Bell Investment Advisors, Inc | – | – | – | – | Not filed |
| Carroll Financial Associates, Inc. | – | – | – | – | Not filed |
| NEXT Financial Group, Inc | – | – | – | – | Not filed |
| Harbour Investments, Inc. | – | – | – | – | Not filed |