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 |
|---|---|---|---|---|---|
| Acadian Asset Management LLC | 48,139 | $1.49M | 0.01% | −141,078−74.6% | Reduced |
| Public Employees Retirement Association of Colorado | 46,455 | $1.44M | 0.01% | −11,534−19.9% | Reduced |
| TCW Group Inc | 45,937 | $1.42M | 0.01% | +5,716+14.2% | Added |
| Pinebridge Investments, L.P. | 45,730 | $1.41M | 0.02% | +43,416+1,876.2% | Added |
| STRS Ohio | 45,291 | $1.40M | 0.01% | −5,462−10.8% | Reduced |
| D.A. Davidson & Co. | 44,930 | $1.39M | 0.02% | +4,126+10.1% | Added |
| Bridgewater Associates, LP | 42,701 | $1.32M | 0.01% | −28,249−39.8% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 41,370 | $1.29M | 0.09% | +41,370 | New |
| 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 |
| Legacy Wealth Management, LLC | 40,870 | $1.26M | 0.66% | +135+0.3% | Added |
| LPL Financial LLC | 38,551 | $1.19M | 0.00% | +1,202+3.2% | Added |
| PDT Partners, LLC | 37,449 | $1.16M | 0.10% | +37,449 | New |
| 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 |
| First Republic Investment Management, Inc. | 35,594 | $1.10M | 0.00% | +4,880+15.9% | Added |
| USS Investment Management Ltd | 34,991 | $1.08M | 0.01% | −51,580−59.6% | Reduced |
| AMG National Trust Bank | 34,177 | $1.06M | 0.03% | −204−0.6% | Reduced |
| Point72 Hong Kong Ltd | 33,765 | $1.04M | 0.10% | +33,765 | New |
| 44 Wealth Management LLC | 16,168 | $1.02M | 0.37% | +6,243+62.9% | Added |
| Icon Advisers Inc | 32,600 | $1.01M | 0.17% | +5,200+19.0% | Added |
| Centiva Capital, LP | 32,498 | $1.00M | 0.06% | +32,498 | New |
| 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 |
| ProShare Advisors LLC | 32,089 | $992.0K | 0.00% | −350−1.1% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 31,828 | $984.0K | 0.01% | +869+2.8% | Added |
| Maven Securities LTD | 31,088 | $961.0K | 0.20% | −16,600−34.8% | Reduced |
| TD Asset Management Inc | 30,550 | $944.0K | 0.00% | −800−2.6% | Reduced |
| Guggenheim Capital LLC | 29,680 | $918.0K | 0.01% | −118,196−79.9% | Reduced |
| Elo Mutual Pension Insurance Co | 28,650 | $886.0K | 0.03% | +240+0.8% | Added |
| Ergoteles LLC | 28,011 | $866.0K | 0.03% | +28,011 | New |
| Clark Capital Management Group, Inc. | 27,988 | $865.0K | 0.01% | −1,343,593−98.0% | Reduced |
| Caxton Associates LP | 27,871 | $861.0K | 0.08% | +10,828+63.5% | Added |
| Maryland State Retirement & Pension System | 27,357 | $846.0K | 0.02% | 00.0% | Unchanged |
| New York Life Investments Alternatives | 26,260 | $812.0K | 0.56% | −442−1.7% | Reduced |
| FJ Capital Management LLC | 25,533 | $789.0K | 0.07% | +25,533 | New |
| Verition Fund Management LLC | 24,312 | $751.0K | 0.01% | +24,312 | New |
| Tower Research Capital LLC (TRC) | 23,885 | $738.0K | 0.01% | +21,995+1,163.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $735.0K | 0.02% | −104−0.4% | Reduced |
| Epoch Investment Partners, Inc. | 23,446 | $725.0K | 0.00% | −995,928−97.7% | Reduced |
| Mercer Global Advisors Inc | 23,323 | $721.0K | 0.00% | −234−1.0% | Reduced |
| Gabelli Funds LLC | 23,000 | $711.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 22,900 | $708.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Oak Thistle LLC | 21,491 | $664.0K | 0.35% | −3,979−15.6% | Reduced |
| Cutler Group LP | 21,420 | $662.0K | 0.06% | +15,820+282.5% | Added |
| M Holdings Securities, Inc. | 19,769 | $611.0K | 0.05% | +19,769 | New |
| Verdence Capital Advisors LLC | 19,218 | $594.0K | 0.07% | −639−3.2% | Reduced |
| Daiwa Securities Group Inc. | 19,153 | $592.0K | 0.00% | −1,331−6.5% | Reduced |
| CIBC Asset Management Inc | 19,036 | $588.0K | 0.00% | +104+0.5% | Added |
| Greenleaf Trust | 18,971 | $586.0K | 0.01% | +1,498+8.6% | Added |
| Pendal Group Limited | 18,573 | $574.0K | 0.00% | +18,573 | New |
| Anchor Investment Management, LLC | 18,110 | $559.8K | 0.07% | +407+2.3% | Added |
| JustInvest LLC | 17,785 | $550.0K | 0.03% | −44,837−71.6% | Reduced |
| TD Private Client Wealth LLC | 17,641 | $545.3K | 0.02% | −32,620−64.9% | Reduced |
| State of Michigan Retirement System | 17,486 | $540.0K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 16,500 | $510.0K | 0.09% | +2,200+15.4% | Added |
| Equitable Holdings, Inc. | 15,673 | $484.0K | 0.01% | +5,451+53.3% | Added |
| Allstate Corp | 15,491 | $479.0K | 0.01% | +4,924+46.6% | Added |
| Truist Financial Corp | 15,441 | $477.0K | 0.00% | −1,324−7.9% | Reduced |
| Echo Street Capital Management LLC | 15,348 | $474.0K | 0.00% | +15,348 | New |
| Paloma Partners Management Co | 15,196 | $469.0K | 0.04% | −30,204−66.5% | Reduced |
| MQS Management LLC | 15,110 | $467.0K | 0.38% | +15,110 | New |
| AlphaCrest Capital Management LLC | 15,078 | $466.0K | 0.03% | −29,693−66.3% | Reduced |
| E. Ohman J:or Asset Management AB | 15,000 | $463.6K | 0.02% | −7,400−33.0% | Reduced |
| Macquarie Group Ltd | 14,627 | $452.0K | 0.00% | +341+2.4% | Added |
| Federated Hermes, Inc. | 14,422 | $446.0K | 0.00% | +2,854+24.7% | Added |
| Kestra Advisory Services, LLC | 14,337 | $443.0K | 0.00% | −207−1.4% | Reduced |
| Advisor Group Holdings, Inc. | 13,090 | $421.0K | 0.00% | −35,819−73.2% | Reduced |
| Walleye Trading LLC | 13,125 | $406.0K | 0.01% | +13,125 | New |
| XTX Topco Ltd | 13,105 | $405.0K | 0.18% | +13,105 | New |
| Parametrica Management Ltd | 13,012 | $402.0K | 0.30% | +13,012 | New |
| Brown Advisory Inc | 12,938 | $400.0K | 0.00% | −17−0.1% | Reduced |
| PEAK6 Investments LLC | 12,822 | $396.0K | 0.01% | −1,208−8.6% | Reduced |
| Raymond James Trust N.A. | 12,577 | $388.0K | 0.01% | +2,567+25.6% | Added |
| Fractal Investments LLC | 12,531 | $387.0K | 0.11% | −12−0.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 12,500 | $386.0K | 0.10% | +3,300+35.9% | Added |
| Meiji Yasuda Life Insurance Co | 12,407 | $384.0K | 0.01% | −3,888−23.9% | Reduced |
| M&T Bank Corp | 12,313 | $381.0K | 0.00% | +1,145+10.3% | Added |
| Signaturefd, LLC | 12,196 | $377.0K | 0.01% | +265+2.2% | Added |
| Gotham Asset Management, LLC | 11,950 | $369.0K | 0.01% | +1,237+11.5% | Added |
| Y-Intercept (Hong Kong) Ltd | 11,773 | $364.0K | 0.08% | +11,773 | New |
| Arden Trust Co | 11,766 | $363.0K | 0.07% | −102−0.9% | Reduced |
| Rothschild Investment Corp | 11,425 | $353.0K | 0.03% | 00.0% | Unchanged |
| Corient Capital Partners, LLC | 11,200 | $346.0K | 0.02% | +1,764+18.7% | Added |
| Ontario Teachers Pension Plan Board | 10,967 | $339.0K | 0.00% | +10,967 | New |
| Yousif Capital Management, LLC | 10,896 | $337.0K | 0.00% | +640+6.2% | Added |
| 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 |
| 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 |
| Ethic Inc. | 10,458 | $323.0K | 0.02% | +396+3.9% | Added |
| US Bancorp | 10,293 | $317.0K | 0.00% | +17+0.2% | Added |
| Mariner, LLC | 10,268 | $317.0K | 0.00% | +10,268 | New |
| KBC Group NV | 10,119 | $313.0K | 0.00% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,023 | $310.0K | 0.01% | −465−4.4% | Reduced |
| Aquatic Capital Management LLC | 9,900 | $306.0K | 0.46% | +9,200+1,314.3% | Added |
| Integrated Wealth Concepts LLC | 9,702 | $300.0K | 0.01% | −635−6.1% | Reduced |
| Private Advisor Group, LLC | 9,261 | $287.0K | 0.00% | +2,405+35.1% | Added |