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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 44,099 | $1.15M | 0.01% | +2,468+5.9% | Added |
| D.A. Davidson & Co. | 44,272 | $1.15M | 0.01% | −658−1.5% | Reduced |
| JustInvest LLC | 44,664 | $1.16M | 0.05% | +26,879+151.1% | Added |
| National Bank of Canada | 44,729 | $1.18M | 0.01% | −158,341−78.0% | Reduced |
| British Columbia Investment Management Corp | 45,185 | $1.18M | 0.01% | −11,067−19.7% | Reduced |
| 1832 Asset Management L.P. | 45,565 | $1.19M | 0.00% | −12,435−21.4% | Reduced |
| TCW Group Inc | 45,707 | $1.19M | 0.02% | −230−0.5% | Reduced |
| Public Employees Retirement Association of Colorado | 46,455 | $1.21M | 0.01% | 00.0% | Unchanged |
| Comerica Bank | 46,720 | $1.23M | 0.01% | +344+0.7% | Added |
| Sciencast Management LP | 44,230 | $1.25M | 0.28% | +44,230 | New |
| Townsend & Associates, Inc | 49,490 | $1.27M | 0.59% | +49,490 | New |
| Twin Tree Management, LP | 49,704 | $1.30M | 0.02% | +44,663+886.0% | Added |
| Balasa Dinverno & Foltz LLC | 51,725 | $1.35M | 0.08% | −441−0.8% | Reduced |
| Rockefeller Capital Management L.P. | 52,086 | $1.36M | 0.01% | −631−1.2% | Reduced |
| Lazard Asset Management LLC | 52,809 | $1.38M | 0.00% | −453,916−89.6% | Reduced |
| Quinn Opportunity Partners LLC | 53,500 | $1.40M | 0.13% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 53,700 | $1.40M | 0.01% | −4,000−6.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 57,829 | $1.51M | 0.09% | +16,459+39.8% | Added |
| Winton Group Ltd | 60,710 | $1.58M | 0.08% | −5,193−7.9% | Reduced |
| Chartwell Investment Partners, LLC | 61,346 | $1.60M | 0.06% | +914+1.5% | Added |
| Gulf International Bank (UK) Ltd | 62,918 | $1.64M | 0.03% | 00.0% | Unchanged |
| Royce & Associates LP | 65,000 | $1.70M | 0.02% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 66,133 | $1.72M | 1.24% | −450−0.7% | Reduced |
| Principal Financial Group Inc | 67,822 | $1.77M | 0.00% | +7,137+11.8% | Added |
| Utah Retirement Systems | 68,238 | $1.78M | 0.03% | +5,800+9.3% | Added |
| Schroder Investment Management Group | 68,243 | $1.81M | 0.00% | +8,019+13.3% | Added |
| Bank of Nova Scotia | 70,400 | $1.83M | 0.00% | −394,749−84.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 71,900 | $1.88M | 0.16% | −900−1.2% | Reduced |
| First National Bank of Omaha | 74,039 | $1.93M | 0.12% | −2,907−3.8% | Reduced |
| DekaBank Deutsche Girozentrale | 75,077 | $1.96M | 0.01% | +15,855+26.8% | Added |
| Franklin Resources Inc | 75,629 | $1.97M | 0.00% | +18,415+32.2% | Added |
| Power Corp of Canada | 76,610 | $2.00M | 0.41% | +2,235+3.0% | Added |
| IFM Investors Pty Ltd | 76,752 | $2.00M | 0.04% | 00.0% | Unchanged |
| Natixis | 78,300 | $2.04M | 0.01% | +78,300 | New |
| Jane Street Group, LLC | 81,428 | $2.12M | 0.00% | −160,653−66.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 81,546 | $2.13M | 0.03% | +4,733+6.2% | Added |
| Panagora Asset Management Inc | 84,575 | $2.21M | 0.01% | +84,575 | New |
| Toronto Dominion Bank | 84,990 | $2.21M | 0.00% | +10,986+14.8% | Added |
| Uniplan Investment Counsel, Inc. | 85,947 | $2.24M | 0.16% | +85,947 | New |
| Kendall Capital Management | 86,069 | $2.24M | 1.24% | −355−0.4% | Reduced |
| Alaska Permanent Fund Corp | 86,100 | $2.25M | 0.03% | +6,400+8.0% | Added |
| American Trust Investment Advisors, LLC | 88,755 | $2.31M | 1.45% | +4,785+5.7% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.32M | 0.01% | +10,000+12.7% | Added |
| Victory Capital Management Inc | 89,835 | $2.34M | 0.00% | +360.0% | Added |
| Jump Financial, LLC | 96,132 | $2.51M | 0.11% | +96,132 | New |
| DnB Asset Management AS | 96,386 | $2.51M | 0.02% | +34,731+56.3% | Added |
| Oregon Public Employees Retirement Fund | 102,532 | $2.67M | 0.04% | +3,919+4.0% | Added |
| BTC Capital Management, Inc. | 103,722 | $2.70M | 0.33% | +10,655+11.4% | Added |
| SG Americas Securities, LLC | 107,090 | $2.79M | 0.04% | +107,090 | New |
| Arizona State Retirement System | 108,723 | $2.83M | 0.03% | +7,320+7.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 118,047 | $3.08M | 0.02% | −26,596−18.4% | Reduced |
| Rafferty Asset Management, LLC | 121,614 | $3.17M | 0.03% | −54,707−31.0% | Reduced |
| EJF Capital LLC | 126,066 | $3.29M | 0.55% | −180,958−58.9% | Reduced |
| Hohimer Wealth Management, LLC | 128,520 | $3.35M | 0.99% | −8,448−6.2% | Reduced |
| Kempner Capital Management Inc. | 129,340 | $3.37M | 2.05% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 130,012 | $3.39M | 0.02% | 00.0% | Unchanged |
| Prudential Financial Inc | 127,679 | $3.39M | 0.01% | −115,451−47.5% | Reduced |
| Eagle Asset Management Inc | 132,845 | $3.46M | 0.02% | −2,007−1.5% | Reduced |
| Employees Retirement System of Texas | 135,991 | $3.54M | 0.05% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 137,496 | $3.58M | 0.00% | −26,411−16.1% | Reduced |
| HRT Financial LP | 139,150 | $3.63M | 0.04% | +139,150 | New |
| Alliancebernstein L.P. | 146,219 | $3.81M | 0.00% | +50,657+53.0% | Added |
| Foster & Motley Inc | 147,510 | $3.85M | 0.34% | −12,194−7.6% | Reduced |
| Stifel Financial Corp | 148,294 | $3.87M | 0.01% | −73,744−33.2% | Reduced |
| Pictet Asset Management SA | 153,952 | $4.01M | 0.01% | −4,571−2.9% | Reduced |
| American Century Companies Inc | 156,269 | $4.07M | 0.00% | +46,809+42.8% | Added |
| Susquehanna International Group, LLP | 156,311 | $4.08M | 0.01% | −59,975−27.7% | Reduced |
| Highland Capital Management, LLC | 156,600 | $4.08M | 0.29% | +156,600 | New |
| Asset Management One Co.,Ltd. | 157,082 | $4.09M | 0.02% | −7,756−4.7% | Reduced |
| Cubist Systematic Strategies, LLC | 157,155 | $4.10M | 0.03% | −279,212−64.0% | Reduced |
| Natixis Advisors, L.P. | 160,269 | $4.18M | 0.02% | −1,090−0.7% | Reduced |
| Treasurer of the State of North Carolina | 161,998 | $4.22M | 0.03% | +32,913+25.5% | Added |
| JPMorgan Chase & Co | 162,372 | $4.23M | 0.00% | −64,757−28.5% | Reduced |
| Keeley-Teton Advisors, LLC | 166,083 | $4.33M | 0.55% | −2,887−1.7% | Reduced |
| Eaton Vance Management | 171,086 | $4.46M | 0.01% | +80,322+88.5% | Added |
| ExodusPoint Capital Management, LP | 172,274 | $4.49M | 0.06% | +9,748+6.0% | Added |
| Andra AP-fonden | 180,700 | $4.71M | 0.13% | +180,700 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,997 | $4.72M | 0.06% | −13,700−7.0% | Reduced |
| Oliver Luxxe Assets LLC | 195,961 | $5.11M | 1.51% | +2,647+1.4% | Added |
| Public Employees Retirement System of Ohio | 197,660 | $5.15M | 0.02% | +15,566+8.5% | Added |
| Hyperion Capital Advisors LP | 200,061 | $5.22M | 2.43% | +610.0% | Added |
| Nordea Investment Management AB | 209,425 | $5.36M | 0.01% | −84,865−28.8% | Reduced |
| UBS Group AG | 209,555 | $5.46M | 0.00% | +26,414+14.4% | Added |
| HSBC Holdings PLC | 208,696 | $5.48M | 0.01% | +39,268+23.2% | Added |
| Holocene Advisors, LP | 211,277 | $5.51M | 0.03% | +211,277 | New |
| State of New Jersey Common Pension Fund D | 213,293 | $5.56M | 0.02% | +7,729+3.8% | Added |
| Owl Creek Asset Management, L.P. | 217,727 | $5.68M | 0.42% | −1,076,305−83.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 221,683 | $5.78M | 0.02% | −17,257−7.2% | Reduced |
| Redwood Investment Management, LLC | 222,118 | $5.79M | 0.98% | +62,303+39.0% | Added |
| Mn Services Vermogensbeheer B.V. | 228,800 | $5.96M | 0.06% | −46,900−17.0% | Reduced |
| Jacobs Levy Equity Management, Inc | 230,196 | $6.00M | 0.05% | +32,132+16.2% | Added |
| Citigroup Inc | 238,504 | $6.22M | 0.01% | −173,405−42.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 238,778 | $6.22M | 0.02% | −125,034−34.4% | Reduced |
| Oppenheimer Asset Management Inc. | 260,741 | $6.80M | 0.11% | +1,947+0.8% | Added |
| Raymond James & Associates | 260,977 | $6.80M | 0.01% | −38,401−12.8% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $7.28M | 0.15% | 00.0% | Unchanged |
| Prana Capital Management, LP | 281,039 | $7.33M | 0.56% | −786,830−73.7% | Reduced |
| Korea Investment CORP | 288,205 | $7.51M | 0.02% | +1,305+0.5% | Added |
| Teacher Retirement System of Texas | 294,560 | $7.68M | 0.05% | −14,668−4.7% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $7.82M | 0.08% | 00.0% | Unchanged |