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 |
|---|---|---|---|---|---|
| Campbell & CO Investment Adviser LLC | 9,846 | $257.0K | 0.07% | −2,654−21.2% | Reduced |
| Forum Financial Management, LP | 10,183 | $265.0K | 0.01% | +10,183 | New |
| Boothbay Fund Management, LLC | 10,525 | $274.0K | 0.01% | −184−1.7% | Reduced |
| CSS LLC | 10,500 | $274.0K | 0.01% | +10,500 | New |
| M&T Bank Corp | 13,670 | $278.0K | 0.00% | +1,357+11.0% | Added |
| US Bancorp | 10,730 | $279.0K | 0.00% | +437+4.2% | Added |
| Forsta Ap-Fonden | 10,900 | $284.0K | 0.00% | +10,900 | New |
| Walleye Trading LLC | 11,320 | $295.0K | 0.01% | −1,805−13.8% | Reduced |
| Arden Trust Co | 11,455 | $298.0K | 0.07% | −311−2.6% | Reduced |
| Rothschild Investment Corp | 11,425 | $298.0K | 0.03% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 11,510 | $300.0K | 0.03% | +11,510 | New |
| Mariner, LLC | 11,872 | $309.0K | 0.00% | +1,604+15.6% | Added |
| Walleye Capital LLC | 11,915 | $311.0K | 0.01% | +1,892+18.9% | Added |
| Oak Thistle LLC | 12,067 | $315.0K | 0.61% | −9,424−43.9% | Reduced |
| Advisor Group Holdings, Inc. | 12,138 | $316.0K | 0.00% | −952−7.3% | Reduced |
| Raymond James Trust N.A. | 12,106 | $316.0K | 0.01% | −471−3.7% | Reduced |
| Signaturefd, LLC | 12,166 | $317.0K | 0.01% | −30−0.2% | Reduced |
| Gotham Asset Management, LLC | 12,208 | $318.0K | 0.01% | +258+2.2% | Added |
| Manufacturers Life Insurance Company, The | 12,682 | $330.6K | 0.00% | −145,455−92.0% | Reduced |
| Corton Capital Inc. | 12,856 | $335.0K | 0.32% | +12,856 | New |
| Paloma Partners Management Co | 13,100 | $342.0K | 0.03% | −2,096−13.8% | Reduced |
| Verdence Capital Advisors LLC | 13,175 | $343.0K | 0.04% | −6,043−31.4% | Reduced |
| Acadian Asset Management LLC | 13,505 | $352.0K | 0.00% | −34,634−71.9% | Reduced |
| Glenmede Trust Co NA | 13,652 | $355.0K | 0.00% | +13,652 | New |
| Teza Capital Management LLC | 13,723 | $358.0K | 0.14% | +5,572+68.4% | Added |
| Two Sigma Investments, LP | 14,400 | $375.0K | 0.00% | +14,400 | New |
| Delphia (USA) Inc. | 14,459 | $377.0K | 0.26% | +14,459 | New |
| Allstate Corp | 14,499 | $378.0K | 0.01% | −992−6.4% | Reduced |
| Raffles Associates LP | 15,000 | $391.0K | 0.43% | +15,000 | New |
| Federated Hermes, Inc. | 15,060 | $393.0K | 0.00% | +638+4.4% | Added |
| Brown Advisory Inc | 15,235 | $397.0K | 0.00% | +2,297+17.8% | Added |
| Macquarie Group Ltd | 15,414 | $402.0K | 0.00% | +787+5.4% | Added |
| Stephens Inc | 15,418 | $402.0K | 0.01% | +6,340+69.8% | Added |
| Ontario Teachers Pension Plan Board | 15,450 | $403.0K | 0.01% | +4,483+40.9% | Added |
| Assetmark, Inc | 15,458 | $403.0K | 0.00% | +8,286+115.5% | Added |
| Equitable Holdings, Inc. | 15,718 | $410.0K | 0.01% | +45+0.3% | Added |
| Cutler Group LP | 15,960 | $416.0K | 0.06% | −5,460−25.5% | Reduced |
| Pendal Group Limited | 16,214 | $423.0K | 0.00% | −2,359−12.7% | Reduced |
| Rodgers Brothers Inc. | 16,500 | $430.0K | 0.08% | 00.0% | Unchanged |
| Man Group plc | – | $436.0K | 0.00% | – | – |
| Ethic Inc. | 16,743 | $436.0K | 0.03% | +6,285+60.1% | Added |
| Banque Pictet & Cie SA | 17,177 | $448.0K | 0.00% | +17,177 | New |
| State of Michigan Retirement System | 17,786 | $464.0K | 0.00% | +300+1.7% | Added |
| TD Private Client Wealth LLC | 17,954 | $468.1K | 0.02% | +313+1.8% | Added |
| Epoch Investment Partners, Inc. | 18,212 | $475.0K | 0.00% | −5,234−22.3% | Reduced |
| CIBC Asset Management Inc | 18,747 | $489.0K | 0.00% | −289−1.5% | Reduced |
| Intersect Capital LLC | 18,946 | $494.0K | 0.15% | +10,441+122.8% | Added |
| Greenleaf Trust | 18,981 | $495.0K | 0.01% | +10+0.1% | Added |
| Diametric Capital, LP | 19,102 | $498.0K | 0.37% | +19,102 | New |
| Anchor Investment Management, LLC | 19,117 | $498.4K | 0.07% | +1,007+5.6% | Added |
| Shell Asset Management Co | 19,420 | $506.0K | 0.01% | +19,420 | New |
| Private Advisor Group, LLC | 19,474 | $508.0K | 0.00% | +10,213+110.3% | Added |
| Caxton Associates LP | 19,805 | $516.0K | 0.06% | −8,066−28.9% | Reduced |
| Verition Fund Management LLC | 19,795 | $516.0K | 0.01% | −4,517−18.6% | Reduced |
| Algert Global LLC | 19,927 | $519.0K | 0.04% | +19,927 | New |
| AdvisorNet Financial, Inc | 20,027 | $522.0K | 0.05% | +19,598+4,568.3% | Added |
| Kestra Advisory Services, LLC | 20,073 | $523.0K | 0.01% | +5,736+40.0% | Added |
| Daiwa Securities Group Inc. | 20,093 | $524.0K | 0.00% | +940+4.9% | Added |
| Trexquant Investment LP | 20,302 | $529.0K | 0.02% | −39,267−65.9% | Reduced |
| Centiva Capital, LP | 20,511 | $535.0K | 0.03% | −11,987−36.9% | Reduced |
| M Holdings Securities, Inc. | 20,619 | $538.0K | 0.05% | +850+4.3% | Added |
| Swiss Life Asset Management Ltd | 20,627 | $539.2K | 0.01% | +20,627 | New |
| Mercer Global Advisors Inc | 20,741 | $541.0K | 0.00% | −2,582−11.1% | Reduced |
| Duality Advisers, LP | 20,849 | $544.0K | 0.05% | −56,824−73.2% | Reduced |
| E. Ohman J:or Asset Management AB | 21,000 | $547.5K | 0.02% | +6,000+40.0% | Added |
| Guggenheim Capital LLC | 21,779 | $568.0K | 0.00% | −7,901−26.6% | Reduced |
| Nisa Investment Advisors, LLC | 22,900 | $597.0K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,000 | $600.0K | 0.00% | 00.0% | Unchanged |
| KBC Group NV | 23,014 | $600.0K | 0.00% | +12,895+127.4% | Added |
| Integrated Advisors Network LLC | 23,373 | $609.0K | 0.04% | +23,373 | New |
| Point72 Hong Kong Ltd | 23,745 | $619.0K | 0.04% | −10,020−29.7% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $620.0K | 0.01% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 23,885 | $623.0K | 0.00% | −11,709−32.9% | Reduced |
| Allianz Asset Management GmbH | 24,167 | $630.0K | 0.00% | +13,473+126.0% | Added |
| CX Institutional | 24,212 | $631.0K | 0.05% | +24,212 | New |
| ProShare Advisors LLC | 25,094 | $654.0K | 0.00% | −6,995−21.8% | Reduced |
| Repertoire Partners LP | 25,100 | $654.0K | 0.51% | +25,100 | New |
| First Trust Advisors LP | 26,307 | $686.0K | 0.00% | −124,364−82.5% | Reduced |
| USS Investment Management Ltd | 26,950 | $703.0K | 0.01% | −8,041−23.0% | Reduced |
| Intech Investment Management LLC | 28,082 | $732.0K | 0.00% | +28,082 | New |
| Maryland State Retirement & Pension System | 29,473 | $768.0K | 0.02% | +2,116+7.7% | Added |
| TD Asset Management Inc | 30,240 | $788.0K | 0.00% | −310−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 30,707 | $801.0K | 0.03% | +2,057+7.2% | Added |
| Bridgewater Associates, LP | 31,290 | $816.0K | 0.00% | −11,411−26.7% | Reduced |
| FJ Capital Management LLC | 32,000 | $823.0K | 0.08% | +6,467+25.3% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 31,954 | $833.0K | 0.01% | +126+0.4% | Added |
| Wiley Bros.-Aintree Capital, LLC | 32,180 | $839.0K | 0.48% | +130.0% | Added |
| Icon Advisers Inc | 32,600 | $850.0K | 0.20% | 00.0% | Unchanged |
| AMG National Trust Bank | 33,639 | $877.0K | 0.03% | −538−1.6% | Reduced |
| LPL Financial LLC | 35,772 | $933.0K | 0.00% | −2,779−7.2% | Reduced |
| Janus Henderson Group PLC | 36,421 | $951.0K | 0.00% | −176,099−82.9% | Reduced |
| Gsa Capital Partners LLP | 37,376 | $974.0K | 0.15% | −16,979−31.2% | Reduced |
| Westpac Banking Corp | 38,960 | $1.02M | 0.01% | +38,960 | New |
| Dynamic Technology Lab Private Ltd | 40,485 | $1.05M | 0.12% | −10,645−20.8% | Reduced |
| Amalgamated Bank | 40,707 | $1.06M | 0.01% | +4,685+13.0% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.07M | 0.65% | 00.0% | Unchanged |
| Maven Securities LTD | 41,688 | $1.09M | 0.19% | +10,600+34.1% | Added |
| Standard Life Aberdeen plc | 41,397 | $1.10M | 0.00% | +622+1.5% | Added |
| Engineers Gate Manager LP | 43,601 | $1.14M | 0.04% | +21,828+100.3% | Added |
| Bank of Montreal | 42,234 | $1.14M | 0.00% | −71,950−63.0% | Reduced |