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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Nordea Investment Management AB | 294,290 | $9.37M | 0.01% | +270,285+1,126.0% | Added |
| Hudson Bay Capital Management LP | 300,000 | $9.27M | 0.13% | 00.0% | Unchanged |
| Raymond James & Associates | 299,378 | $9.25M | 0.01% | +11,511+4.0% | Added |
| Brookfield Asset Management Inc. | 292,365 | $9.04M | 0.03% | +93,317+46.9% | Added |
| Korea Investment CORP | 286,900 | $8.87M | 0.02% | +14,400+5.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $8.63M | 0.16% | −50,000−15.2% | Reduced |
| Qube Research & Technologies Ltd | 277,239 | $8.57M | 0.08% | +175,082+171.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 276,499 | $8.55M | 0.02% | −21,652−7.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 275,700 | $8.52M | 0.06% | −14,700−5.1% | Reduced |
| Susquehanna Fundamental Investments, LLC | 265,752 | $8.21M | 0.16% | +255,672+2,536.4% | Added |
| Oppenheimer Asset Management Inc. | 258,794 | $8.00M | 0.11% | −4,640−1.8% | Reduced |
| Kingdon Capital Management, L.L.C. | 250,000 | $7.73M | 1.31% | +100,000+66.7% | Added |
| Squarepoint Ops LLC | 246,846 | $7.63M | 0.06% | +197,628+401.5% | Added |
| Prudential Financial Inc | 243,130 | $7.51M | 0.01% | +75,772+45.3% | Added |
| Jane Street Group, LLC | 242,081 | $7.48M | 0.01% | +190,546+369.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 238,940 | $7.39M | 0.03% | +1,919+0.8% | Added |
| JPMorgan Chase & Co | 227,129 | $7.02M | 0.00% | +193,074+566.9% | Added |
| Stifel Financial Corp | 222,038 | $6.86M | 0.01% | +16,291+7.9% | Added |
| Susquehanna International Group, LLP | 216,286 | $6.68M | 0.01% | −92,139−29.9% | Reduced |
| Royal Bank of Canada | 213,575 | $6.60M | 0.00% | +81,534+61.7% | Added |
| Janus Henderson Group PLC | 212,520 | $6.57M | 0.00% | −202,526−48.8% | Reduced |
| 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 |
| Hyperion Capital Advisors LP | 200,000 | $6.18M | 2.34% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 198,064 | $6.12M | 0.04% | −72,740−26.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 194,697 | $6.02M | 0.06% | +4,900+2.6% | Added |
| Oliver Luxxe Assets LLC | 193,314 | $5.97M | 1.51% | +4,134+2.2% | Added |
| UBS Group AG | 183,141 | $5.66M | 0.00% | −62,063−25.3% | Reduced |
| Public Employees Retirement System of Ohio | 182,094 | $5.63M | 0.02% | −13,017−6.7% | Reduced |
| NN Investment Partners Holdings N.V. | 179,908 | $5.56M | 0.03% | −5,853−3.2% | Reduced |
| Rafferty Asset Management, LLC | 176,321 | $5.45M | 0.03% | −14,948−7.8% | Reduced |
| HSBC Holdings PLC | 169,428 | $5.32M | 0.01% | −740,870−81.4% | Reduced |
| Keeley-Teton Advisors, LLC | 168,970 | $5.22M | 0.55% | −6,521−3.7% | Reduced |
| Asset Management One Co.,Ltd. | 164,838 | $5.10M | 0.02% | −8,860−5.1% | Reduced |
| Envestnet Asset Management Inc | 163,907 | $5.07M | 0.00% | −225,067−57.9% | Reduced |
| ExodusPoint Capital Management, LP | 162,526 | $5.02M | 0.07% | −5,312−3.2% | Reduced |
| Natixis Advisors, L.P. | 161,359 | $4.99M | 0.02% | −1,820−1.1% | Reduced |
| Redwood Investment Management, LLC | 159,815 | $4.94M | 0.73% | −20,645−11.4% | Reduced |
| Foster & Motley Inc | 159,704 | $4.94M | 0.39% | −1,969−1.2% | Reduced |
| Pictet Asset Management SA | 158,523 | $4.90M | 0.01% | +2,404+1.5% | Added |
| Manufacturers Life Insurance Company, The | 158,137 | $4.89M | 0.00% | +4,740+3.1% | Added |
| First Trust Advisors LP | 150,671 | $4.66M | 0.00% | −145,007−49.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 144,643 | $4.47M | 0.03% | +49,117+51.4% | Added |
| Hohimer Wealth Management, LLC | 136,968 | $4.23M | 0.84% | +6,763+5.2% | Added |
| Employees Retirement System of Texas | 135,991 | $4.20M | 0.05% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 134,852 | $4.17M | 0.02% | +3,661+2.8% | Added |
| Royal London Asset Management Ltd | 130,012 | $4.02M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 129,340 | $4.00M | 2.19% | −854−0.7% | Reduced |
| Treasurer of the State of North Carolina | 129,085 | $3.99M | 0.02% | −2,363−1.8% | Reduced |
| Bank of Montreal | 114,184 | $3.62M | 0.00% | −2,467−2.1% | Reduced |
| Man Group plc | 117,048 | $3.62M | 0.01% | −98,457−45.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 110,882 | $3.43M | 0.00% | −152,285−57.9% | Reduced |
| Aviva PLC | 109,721 | $3.39M | 0.02% | −4,927−4.3% | Reduced |
| American Century Companies Inc | 109,460 | $3.38M | 0.00% | +21,666+24.7% | Added |
| Arizona State Retirement System | 101,403 | $3.13M | 0.03% | +368+0.4% | Added |
| Oregon Public Employees Retirement Fund | 98,613 | $3.05M | 0.03% | −18,651−15.9% | Reduced |
| Alliancebernstein L.P. | 95,562 | $2.95M | 0.00% | −10,491−9.9% | Reduced |
| Magnetar Financial LLC | 93,269 | $2.88M | 0.03% | +93,269 | New |
| BTC Capital Management, Inc. | 93,067 | $2.88M | 0.28% | +93,067 | New |
| Eaton Vance Management | 90,764 | $2.81M | 0.00% | +90,279+18,614.2% | Added |
| Kendall Capital Management | 86,424 | $2.67M | 1.29% | +2,917+3.5% | Added |
| American Trust Investment Advisors, LLC | 83,970 | $2.60M | 1.33% | +83,970 | New |
| Victory Capital Management Inc | 89,799 | $2.59M | 0.00% | −15,055−14.4% | Reduced |
| Alaska Permanent Fund Corp | 79,700 | $2.46M | 0.04% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 79,029 | $2.44M | 0.01% | −630−0.8% | Reduced |
| Duality Advisers, LP | 77,673 | $2.40M | 0.26% | +77,673 | New |
| First National Bank of Omaha | 76,946 | $2.38M | 0.12% | −77,430−50.2% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 76,813 | $2.38M | 0.03% | 00.0% | Unchanged |
| IFM Investors Pty Ltd | 76,752 | $2.37M | 0.04% | +11,077+16.9% | Added |
| Power Corp of Canada | 74,375 | $2.30M | 0.19% | +74,375 | New |
| Toronto Dominion Bank | 74,004 | $2.29M | 0.00% | +5,287+7.7% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 72,800 | $2.25M | 0.15% | +5,300+7.9% | Added |
| Point72 Europe (London) LLP | 67,500 | $2.09M | 0.77% | −78,200−53.7% | Reduced |
| Greenwich Investment Management, Inc. | 66,583 | $2.06M | 1.23% | −9,012−11.9% | Reduced |
| Winton Group Ltd | 65,903 | $2.04M | 0.11% | −18,943−22.3% | Reduced |
| Royce & Associates LP | 65,000 | $2.01M | 0.02% | −162,463−71.4% | Reduced |
| Gulf International Bank (UK) Ltd | 62,918 | $1.94M | 0.03% | 00.0% | Unchanged |
| Utah Retirement Systems | 62,438 | $1.93M | 0.03% | −3,400−5.2% | Reduced |
| Schroder Investment Management Group | 60,224 | $1.91M | 0.00% | −181,745−75.1% | Reduced |
| DnB Asset Management AS | 61,655 | $1.91M | 0.01% | +6,009+10.8% | Added |
| DekaBank Deutsche Girozentrale | 59,222 | $1.88M | 0.00% | −77−0.1% | Reduced |
| Principal Financial Group Inc | 60,685 | $1.88M | 0.00% | +9,713+19.1% | Added |
| Chartwell Investment Partners, LLC | 60,432 | $1.87M | 0.06% | +3,536+6.2% | Added |
| Steel Peak Wealth Management LLC | 60,121 | $1.86M | 0.11% | +30,375+102.1% | Added |
| Edge Capital Group, LLC | 60,000 | $1.85M | 0.13% | +60,000 | New |
| Crestline Management, LP | 59,816 | $1.85M | 0.23% | +11,542+23.9% | Added |
| Trexquant Investment LP | 59,569 | $1.84M | 0.09% | +59,569 | New |
| Handelsbanken Fonder AB | 57,700 | $1.78M | 0.01% | −1,200−2.0% | Reduced |
| 1832 Asset Management L.P. | 58,000 | $1.78M | 0.00% | 00.0% | Unchanged |
| Franklin Resources Inc | 57,214 | $1.77M | 0.00% | −14,278−20.0% | Reduced |
| Quantbot Technologies LP | 56,495 | $1.75M | 0.15% | +55,793+7,947.7% | Added |
| British Columbia Investment Management Corp | 56,252 | $1.74M | 0.01% | −8,856−13.6% | Reduced |
| Brant Point Investment Management LLC | 55,451 | $1.71M | 0.35% | −400−0.7% | Reduced |
| Gsa Capital Partners LLP | 54,355 | $1.68M | 0.23% | +25,371+87.5% | Added |
| Quinn Opportunity Partners LLC | 53,500 | $1.65M | 0.10% | +6,500+13.8% | Added |
| Rockefeller Capital Management L.P. | 52,717 | $1.63M | 0.01% | +166+0.3% | Added |
| Balasa Dinverno & Foltz LLC | 52,166 | $1.61M | 0.11% | −3,078−5.6% | Reduced |
| Tributary Capital Management, LLC | 52,000 | $1.61M | 0.13% | −19,300−27.1% | Reduced |
| Dynamic Technology Lab Private Ltd | 51,130 | $1.58M | 0.19% | −11,261−18.0% | Reduced |
| Comerica Bank | 46,376 | $1.50M | 0.01% | −417−0.9% | Reduced |