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 |
|---|---|---|---|---|---|
| Interval Partners, LP | 305,886 | $7.97M | 0.56% | −3,793−1.2% | Reduced |
| Renaissance Technologies LLC | 307,000 | $8.00M | 0.01% | +307,000 | New |
| Great West Life Assurance Co | 306,908 | $8.01M | 0.02% | +7,209+2.4% | Added |
| BlueMar Capital Management, LLC | 310,346 | $8.09M | 5.43% | −9,571−3.0% | Reduced |
| D. E. Shaw & Co., Inc. | 314,592 | $8.20M | 0.01% | −642,256−67.1% | Reduced |
| Brookfield Asset Management Inc. | 323,129 | $8.42M | 0.04% | +30,764+10.5% | Added |
| Aviva PLC | 323,908 | $8.44M | 0.04% | +214,187+195.2% | Added |
| Community Trust & Investment Co | 344,557 | $8.98M | 0.83% | −2,561−0.7% | Reduced |
| Brandywine Global Investment Management, LLC | 344,672 | $8.99M | 0.08% | +9,876+2.9% | Added |
| Chilton Investment Co LLC | 358,320 | $9.34M | 0.26% | −970,932−73.0% | Reduced |
| LSV Asset Management | 361,255 | $9.42M | 0.02% | −35,890−9.0% | Reduced |
| Worldquant Millennium Advisors LLC | 365,487 | $9.53M | 0.27% | +26,896+7.9% | Added |
| Wells Fargo & Company | 374,437 | $9.76M | 0.00% | −163,269−30.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 381,842 | $9.96M | 0.04% | +9,810+2.6% | Added |
| Rhumbline Advisers | 385,541 | $10.1M | 0.01% | +76,037+24.6% | Added |
| SEI Investments Co | 404,290 | $10.5M | 0.02% | +90,860+29.0% | Added |
| NFJ Investment Group, LLC | 419,277 | $10.9M | 0.26% | −9,514−2.2% | Reduced |
| State Board of Administration of Florida Retirement System | 460,980 | $12.0M | 0.03% | −51,754−10.1% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 461,601 | $12.0M | 0.06% | +53,839+13.2% | Added |
| Amundi | 487,024 | $12.1M | 0.01% | −34,727−6.7% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 474,762 | $12.4M | 0.07% | −956−0.2% | Reduced |
| New York State Common Retirement Fund | 484,857 | $12.6M | 0.02% | +6,969+1.5% | Added |
| Callodine Capital Management, LP | 488,930 | $12.7M | 3.83% | +27,680+6.0% | Added |
| Adage Capital Partners GP, L.L.C. | 500,000 | $13.0M | 0.03% | 00.0% | Unchanged |
| Russell Investments Group, Ltd. | 527,129 | $13.8M | 0.03% | +47,344+9.9% | Added |
| Putnam Investments LLC | 557,357 | $14.5M | 0.03% | −18,672−3.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 575,885 | $15.0M | 4.41% | +140,232+32.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 584,012 | $15.2M | 0.04% | +307,513+111.2% | Added |
| Royal Bank of Canada | 593,979 | $15.5M | 0.00% | +380,404+178.1% | Added |
| STRS Ohio | 602,655 | $15.7M | 0.07% | +557,364+1,230.6% | Added |
| Squarepoint Ops LLC | 608,909 | $15.9M | 0.15% | +362,063+146.7% | Added |
| APG Asset Management N.V. | 670,110 | $16.7M | 0.04% | −1,000−0.1% | Reduced |
| California State Teachers Retirement System | 667,980 | $17.4M | 0.03% | +30,012+4.7% | Added |
| California Public Employees Retirement System | 680,088 | $17.7M | 0.02% | −25,583−3.6% | Reduced |
| State of Wisconsin Investment Board | 694,653 | $18.1M | 0.05% | −87,545−11.2% | Reduced |
| Soapstone Management L.P. | 750,000 | $19.6M | 8.28% | −75,000−9.1% | Reduced |
| O'Shaughnessy Asset Management, LLC | 762,949 | $19.9M | 0.37% | −162,037−17.5% | Reduced |
| Deutsche Bank AG | 796,495 | $20.8M | 0.01% | −1,036,129−56.5% | Reduced |
| Swedbank AB | 811,533 | $21.2M | 0.05% | 00.0% | Unchanged |
| Algebris (UK) Ltd | 813,748 | $21.2M | 8.53% | +216,760+36.3% | Added |
| Citadel Advisors LLC | 853,351 | $22.2M | 0.03% | −1,293,676−60.3% | Reduced |
| Alyeska Investment Group, L.P. | 862,590 | $22.5M | 0.26% | −150,131−14.8% | Reduced |
| AQR Capital Management LLC | 933,053 | $23.9M | 0.05% | +293,176+45.8% | Added |
| Storebrand Asset Management AS | 926,736 | $24.2M | 0.14% | +22,180+2.5% | Added |
| Credit Suisse AG | 934,702 | $24.4M | 0.03% | +139,695+17.6% | Added |
| Voloridge Investment Management, LLC | 955,930 | $24.9M | 0.13% | −284,068−22.9% | Reduced |
| Ameriprise Financial Inc | 993,675 | $25.9M | 0.01% | +126,162+14.5% | Added |
| Wedge Capital Management L L P | 1,024,634 | $26.7M | 0.43% | +18,886+1.9% | Added |
| Barclays PLC | 1,042,553 | $27.2M | 0.03% | −195,949−15.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,087,696 | $28.4M | 0.02% | +92,004+9.2% | Added |
| Schonfeld Strategic Advisors LLC | 1,174,870 | $30.6M | 0.32% | −361,130−23.5% | Reduced |
| UBS Asset Management Americas Inc | 1,224,998 | $31.9M | 0.02% | −7,124−0.6% | Reduced |
| Point72 Asset Management, L.P. | 1,236,161 | $32.2M | 0.15% | +855,225+224.5% | Added |
| Poplar Forest Capital LLC | 1,270,936 | $33.1M | 3.80% | +48,644+4.0% | Added |
| Bank of New York Mellon Corp | 1,278,054 | $33.3M | 0.01% | −1,642,760−56.2% | Reduced |
| Artemis Investment Management LLP | 1,304,674 | $34.1M | 0.35% | −281,587−17.8% | Reduced |
| Gillson Capital LP | 1,369,589 | $35.7M | 3.46% | +400,784+41.4% | Added |
| Millennium Management LLC | 1,569,772 | $40.9M | 0.05% | −189,998−10.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,615,935 | $42.1M | 0.13% | −194,377−10.7% | Reduced |
| Voya Investment Management LLC | 1,636,350 | $42.7M | 0.11% | −306,117−15.8% | Reduced |
| Bank of America Corp | 2,006,198 | $52.3M | 0.01% | −759,673−27.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,036,050 | $53.1M | 0.02% | −76,669−3.6% | Reduced |
| Lord, Abbett & Co. LLC | 2,111,412 | $55.0M | 0.19% | −421,340−16.6% | Reduced |
| GMT Capital Corp | 2,197,100 | $57.3M | 3.64% | +156,800+7.7% | Added |
| Legal & General Group Plc | 2,215,257 | $57.8M | 0.02% | +211,781+10.6% | Added |
| Northern Trust Corp | 2,628,096 | $68.5M | 0.01% | +196,827+8.1% | Added |
| Assenagon Asset Management S.A. | 2,768,972 | $72.2M | 0.30% | +1,337,999+93.5% | Added |
| Neuberger Berman Group LLC | 3,150,908 | $82.1M | 0.08% | −1,860,878−37.1% | Reduced |
| FIL Ltd | 3,255,293 | $84.9M | 0.10% | −124,105−3.7% | Reduced |
| Morgan Stanley | 3,344,228 | $87.2M | 0.01% | +1,353,080+68.0% | Added |
| Goldman Sachs Group Inc | 3,433,265 | $89.5M | 0.03% | −290,240−7.8% | Reduced |
| Clearbridge Investments, LLC | 3,479,711 | $90.7M | 0.08% | −272,429−7.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,577,754 | $93.3M | 0.37% | −38,826−1.1% | Reduced |
| Samlyn Capital, LLC | 3,875,576 | $101.0M | 2.03% | +338,743+9.6% | Added |
| Ensign Peak Advisors, Inc | 4,044,150 | $105.4M | 0.25% | +127,468+3.3% | Added |
| Geode Capital Management, LLC | 4,885,168 | $127.2M | 0.02% | +157,369+3.3% | Added |
| Dimensional Fund Advisors LP | 4,890,296 | $127.5M | 0.05% | +790,704+19.3% | Added |
| FMR LLC | 5,017,067 | $130.8M | 0.01% | −165,479−3.2% | Reduced |
| Ci Investments Inc. | 5,593,899 | $145.8M | 0.68% | −150,017−2.6% | Reduced |
| Thornburg Investment Management Inc | 5,664,401 | $147.7M | 2.26% | +6,489+0.1% | Added |
| Thrivent Financial for Lutherans | 5,823,547 | $151.8M | 0.40% | +680,574+13.2% | Added |
| Nuveen Asset Management, LLC | 6,391,874 | $166.6M | 0.06% | +33,110+0.5% | Added |
| Sessa Capital IM, L.P. | 6,931,147 | $180.7M | 12.16% | +3,221,626+86.8% | Added |
| Conifer Management, L.L.C. | 8,000,000 | $208.6M | 31.51% | −1,204,377−13.1% | Reduced |
| Massachusetts Financial Services Co | 8,794,991 | $229.3M | 0.08% | +1,328,225+17.8% | Added |
| State Street Corp | 9,451,264 | $246.4M | 0.01% | +109,097+1.2% | Added |
| Invesco Ltd. | 11,700,700 | $305.0M | 0.09% | −2,182,783−15.7% | Reduced |
| Wellington Management Group LLP | 13,560,314 | $353.5M | 0.07% | +152,713+1.1% | Added |
| Canada Pension Plan Investment Board | 18,243,022 | $475.6M | 0.79% | +2,3890.0% | Added |
| Pzena Investment Management LLC | 22,147,532 | $577.4M | 2.59% | +220,775+1.0% | Added |
| Norges Bank | 23,495,496 | $612.5M | 0.16% | −81,639−0.3% | Reduced |
| BlackRock Inc. | 31,195,257 | $813.3M | 0.03% | −1,145,875−3.5% | Reduced |
| Price T Rowe Associates Inc | 34,650,300 | $903.3M | 0.11% | +5,799,164+20.1% | Added |
| Vanguard Group Inc | 39,674,833 | $1.03B | 0.03% | −468,734−1.2% | Reduced |
| Edge Capital Group, LLC | 273 | – | – | −59,727−99.5% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −2,850,430−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −837,840−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −499,210−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −277,239−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |