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, Q2 2022
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 395
- +4 vs. Q1 2022
- Shares held
- 368.7M
- −5.12M (−1.4%) vs. Q1 2022
- Total value
- $9.61B
- −$1.94B (−16.8%) vs. Q1 2022
- New holders
- 53
- 143 more added
- Sold out
- 49
- 153 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 39,674,833 | $1.03B | 0.03% | −468,734−1.2% | Reduced |
| Price T Rowe Associates Inc | 34,650,300 | $903.3M | 0.11% | +5,799,164+20.1% | Added |
| BlackRock Inc. | 31,195,257 | $813.3M | 0.03% | −1,145,875−3.5% | Reduced |
| Norges Bank | 23,495,496 | $612.5M | 0.16% | −81,639−0.3% | Reduced |
| Pzena Investment Management LLC | 22,147,532 | $577.4M | 2.59% | +220,775+1.0% | Added |
| Canada Pension Plan Investment Board | 18,243,022 | $475.6M | 0.79% | +2,3890.0% | Added |
| Wellington Management Group LLP | 13,560,314 | $353.5M | 0.07% | +152,713+1.1% | Added |
| Invesco Ltd. | 11,700,700 | $305.0M | 0.09% | −2,182,783−15.7% | Reduced |
| State Street Corp | 9,451,264 | $246.4M | 0.01% | +109,097+1.2% | Added |
| Massachusetts Financial Services Co | 8,794,991 | $229.3M | 0.08% | +1,328,225+17.8% | Added |
| Conifer Management, L.L.C. | 8,000,000 | $208.6M | 31.51% | −1,204,377−13.1% | Reduced |
| Sessa Capital IM, L.P. | 6,931,147 | $180.7M | 12.16% | +3,221,626+86.8% | Added |
| Nuveen Asset Management, LLC | 6,391,874 | $166.6M | 0.06% | +33,110+0.5% | Added |
| Thrivent Financial for Lutherans | 5,823,547 | $151.8M | 0.40% | +680,574+13.2% | Added |
| Thornburg Investment Management Inc | 5,664,401 | $147.7M | 2.26% | +6,489+0.1% | Added |
| Ci Investments Inc. | 5,593,899 | $145.8M | 0.68% | −150,017−2.6% | Reduced |
| FMR LLC | 5,017,067 | $130.8M | 0.01% | −165,479−3.2% | Reduced |
| Dimensional Fund Advisors LP | 4,890,296 | $127.5M | 0.05% | +790,704+19.3% | Added |
| Geode Capital Management, LLC | 4,885,168 | $127.2M | 0.02% | +157,369+3.3% | Added |
| Ensign Peak Advisors, Inc | 4,044,150 | $105.4M | 0.25% | +127,468+3.3% | Added |
| Samlyn Capital, LLC | 3,875,576 | $101.0M | 2.03% | +338,743+9.6% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,577,754 | $93.3M | 0.37% | −38,826−1.1% | Reduced |
| Clearbridge Investments, LLC | 3,479,711 | $90.7M | 0.08% | −272,429−7.3% | Reduced |
| Goldman Sachs Group Inc | 3,433,265 | $89.5M | 0.03% | −290,240−7.8% | Reduced |
| Morgan Stanley | 3,344,228 | $87.2M | 0.01% | +1,353,080+68.0% | Added |
| FIL Ltd | 3,255,293 | $84.9M | 0.10% | −124,105−3.7% | Reduced |
| Neuberger Berman Group LLC | 3,150,908 | $82.1M | 0.08% | −1,860,878−37.1% | Reduced |
| Assenagon Asset Management S.A. | 2,768,972 | $72.2M | 0.30% | +1,337,999+93.5% | Added |
| Northern Trust Corp | 2,628,096 | $68.5M | 0.01% | +196,827+8.1% | Added |
| Legal & General Group Plc | 2,215,257 | $57.8M | 0.02% | +211,781+10.6% | Added |
| GMT Capital Corp | 2,197,100 | $57.3M | 3.64% | +156,800+7.7% | Added |
| Lord, Abbett & Co. LLC | 2,111,412 | $55.0M | 0.19% | −421,340−16.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,036,050 | $53.1M | 0.02% | −76,669−3.6% | Reduced |
| Bank of America Corp | 2,006,198 | $52.3M | 0.01% | −759,673−27.5% | Reduced |
| Voya Investment Management LLC | 1,636,350 | $42.7M | 0.11% | −306,117−15.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,615,935 | $42.1M | 0.13% | −194,377−10.7% | Reduced |
| Millennium Management LLC | 1,569,772 | $40.9M | 0.05% | −189,998−10.8% | Reduced |
| Gillson Capital LP | 1,369,589 | $35.7M | 3.46% | +400,784+41.4% | Added |
| Artemis Investment Management LLP | 1,304,674 | $34.1M | 0.35% | −281,587−17.8% | Reduced |
| Bank of New York Mellon Corp | 1,278,054 | $33.3M | 0.01% | −1,642,760−56.2% | Reduced |
| Poplar Forest Capital LLC | 1,270,936 | $33.1M | 3.80% | +48,644+4.0% | Added |
| Point72 Asset Management, L.P. | 1,236,161 | $32.2M | 0.15% | +855,225+224.5% | Added |
| UBS Asset Management Americas Inc | 1,224,998 | $31.9M | 0.02% | −7,124−0.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 1,174,870 | $30.6M | 0.32% | −361,130−23.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,087,696 | $28.4M | 0.02% | +92,004+9.2% | Added |
| Barclays PLC | 1,042,553 | $27.2M | 0.03% | −195,949−15.8% | Reduced |
| Wedge Capital Management L L P | 1,024,634 | $26.7M | 0.43% | +18,886+1.9% | Added |
| Ameriprise Financial Inc | 993,675 | $25.9M | 0.01% | +126,162+14.5% | Added |
| Voloridge Investment Management, LLC | 955,930 | $24.9M | 0.13% | −284,068−22.9% | Reduced |
| Credit Suisse AG | 934,702 | $24.4M | 0.03% | +139,695+17.6% | Added |
| Storebrand Asset Management AS | 926,736 | $24.2M | 0.14% | +22,180+2.5% | Added |
| AQR Capital Management LLC | 933,053 | $23.9M | 0.05% | +293,176+45.8% | Added |
| Alyeska Investment Group, L.P. | 862,590 | $22.5M | 0.26% | −150,131−14.8% | Reduced |
| Citadel Advisors LLC | 853,351 | $22.2M | 0.03% | −1,293,676−60.3% | Reduced |
| Algebris (UK) Ltd | 813,748 | $21.2M | 8.53% | +216,760+36.3% | Added |
| Swedbank AB | 811,533 | $21.2M | 0.05% | 00.0% | Unchanged |
| Deutsche Bank AG | 796,495 | $20.8M | 0.01% | −1,036,129−56.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 762,949 | $19.9M | 0.37% | −162,037−17.5% | Reduced |
| Soapstone Management L.P. | 750,000 | $19.6M | 8.28% | −75,000−9.1% | Reduced |
| State of Wisconsin Investment Board | 694,653 | $18.1M | 0.05% | −87,545−11.2% | Reduced |
| California Public Employees Retirement System | 680,088 | $17.7M | 0.02% | −25,583−3.6% | Reduced |
| California State Teachers Retirement System | 667,980 | $17.4M | 0.03% | +30,012+4.7% | Added |
| APG Asset Management N.V. | 670,110 | $16.7M | 0.04% | −1,000−0.1% | Reduced |
| Squarepoint Ops LLC | 608,909 | $15.9M | 0.15% | +362,063+146.7% | Added |
| STRS Ohio | 602,655 | $15.7M | 0.07% | +557,364+1,230.6% | Added |
| Royal Bank of Canada | 593,979 | $15.5M | 0.00% | +380,404+178.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 584,012 | $15.2M | 0.04% | +307,513+111.2% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 575,885 | $15.0M | 4.41% | +140,232+32.2% | Added |
| Putnam Investments LLC | 557,357 | $14.5M | 0.03% | −18,672−3.2% | Reduced |
| Russell Investments Group, Ltd. | 527,129 | $13.8M | 0.03% | +47,344+9.9% | Added |
| Adage Capital Partners GP, L.L.C. | 500,000 | $13.0M | 0.03% | 00.0% | Unchanged |
| Callodine Capital Management, LP | 488,930 | $12.7M | 3.83% | +27,680+6.0% | Added |
| New York State Common Retirement Fund | 484,857 | $12.6M | 0.02% | +6,969+1.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 474,762 | $12.4M | 0.07% | −956−0.2% | Reduced |
| Amundi | 487,024 | $12.1M | 0.01% | −34,727−6.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 461,601 | $12.0M | 0.06% | +53,839+13.2% | Added |
| State Board of Administration of Florida Retirement System | 460,980 | $12.0M | 0.03% | −51,754−10.1% | Reduced |
| NFJ Investment Group, LLC | 419,277 | $10.9M | 0.26% | −9,514−2.2% | Reduced |
| SEI Investments Co | 404,290 | $10.5M | 0.02% | +90,860+29.0% | Added |
| Rhumbline Advisers | 385,541 | $10.1M | 0.01% | +76,037+24.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 381,842 | $9.96M | 0.04% | +9,810+2.6% | Added |
| Wells Fargo & Company | 374,437 | $9.76M | 0.00% | −163,269−30.4% | Reduced |
| Worldquant Millennium Advisors LLC | 365,487 | $9.53M | 0.27% | +26,896+7.9% | Added |
| LSV Asset Management | 361,255 | $9.42M | 0.02% | −35,890−9.0% | Reduced |
| Chilton Investment Co LLC | 358,320 | $9.34M | 0.26% | −970,932−73.0% | Reduced |
| Brandywine Global Investment Management, LLC | 344,672 | $8.99M | 0.08% | +9,876+2.9% | Added |
| Community Trust & Investment Co | 344,557 | $8.98M | 0.83% | −2,561−0.7% | Reduced |
| Aviva PLC | 323,908 | $8.44M | 0.04% | +214,187+195.2% | Added |
| Brookfield Asset Management Inc. | 323,129 | $8.42M | 0.04% | +30,764+10.5% | Added |
| D. E. Shaw & Co., Inc. | 314,592 | $8.20M | 0.01% | −642,256−67.1% | Reduced |
| BlueMar Capital Management, LLC | 310,346 | $8.09M | 5.43% | −9,571−3.0% | Reduced |
| Great West Life Assurance Co | 306,908 | $8.01M | 0.02% | +7,209+2.4% | Added |
| Renaissance Technologies LLC | 307,000 | $8.00M | 0.01% | +307,000 | New |
| Interval Partners, LP | 305,886 | $7.97M | 0.56% | −3,793−1.2% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $7.82M | 0.08% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 294,560 | $7.68M | 0.05% | −14,668−4.7% | Reduced |
| Korea Investment CORP | 288,205 | $7.51M | 0.02% | +1,305+0.5% | Added |
| Prana Capital Management, LP | 281,039 | $7.33M | 0.56% | −786,830−73.7% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $7.28M | 0.15% | 00.0% | Unchanged |
| Raymond James & Associates | 260,977 | $6.80M | 0.01% | −38,401−12.8% | Reduced |