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 |
|---|---|---|---|---|---|
| Oppenheimer Asset Management Inc. | 260,741 | $6.80M | 0.11% | +1,947+0.8% | Added |
| Caisse de Depot Et Placement du Quebec | 238,778 | $6.22M | 0.02% | −125,034−34.4% | Reduced |
| Citigroup Inc | 238,504 | $6.22M | 0.01% | −173,405−42.1% | Reduced |
| Jacobs Levy Equity Management, Inc | 230,196 | $6.00M | 0.05% | +32,132+16.2% | Added |
| Mn Services Vermogensbeheer B.V. | 228,800 | $5.96M | 0.06% | −46,900−17.0% | Reduced |
| Redwood Investment Management, LLC | 222,118 | $5.79M | 0.98% | +62,303+39.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 221,683 | $5.78M | 0.02% | −17,257−7.2% | Reduced |
| Owl Creek Asset Management, L.P. | 217,727 | $5.68M | 0.42% | −1,076,305−83.2% | Reduced |
| State of New Jersey Common Pension Fund D | 213,293 | $5.56M | 0.02% | +7,729+3.8% | Added |
| Holocene Advisors, LP | 211,277 | $5.51M | 0.03% | +211,277 | New |
| HSBC Holdings PLC | 208,696 | $5.48M | 0.01% | +39,268+23.2% | Added |
| UBS Group AG | 209,555 | $5.46M | 0.00% | +26,414+14.4% | Added |
| Nordea Investment Management AB | 209,425 | $5.36M | 0.01% | −84,865−28.8% | Reduced |
| Hyperion Capital Advisors LP | 200,061 | $5.22M | 2.43% | +610.0% | Added |
| Public Employees Retirement System of Ohio | 197,660 | $5.15M | 0.02% | +15,566+8.5% | Added |
| Oliver Luxxe Assets LLC | 195,961 | $5.11M | 1.51% | +2,647+1.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,997 | $4.72M | 0.06% | −13,700−7.0% | Reduced |
| Andra AP-fonden | 180,700 | $4.71M | 0.13% | +180,700 | New |
| ExodusPoint Capital Management, LP | 172,274 | $4.49M | 0.06% | +9,748+6.0% | Added |
| Eaton Vance Management | 171,086 | $4.46M | 0.01% | +80,322+88.5% | Added |
| Keeley-Teton Advisors, LLC | 166,083 | $4.33M | 0.55% | −2,887−1.7% | Reduced |
| JPMorgan Chase & Co | 162,372 | $4.23M | 0.00% | −64,757−28.5% | Reduced |
| Treasurer of the State of North Carolina | 161,998 | $4.22M | 0.03% | +32,913+25.5% | Added |
| Natixis Advisors, L.P. | 160,269 | $4.18M | 0.02% | −1,090−0.7% | Reduced |
| Cubist Systematic Strategies, LLC | 157,155 | $4.10M | 0.03% | −279,212−64.0% | Reduced |
| Asset Management One Co.,Ltd. | 157,082 | $4.09M | 0.02% | −7,756−4.7% | Reduced |
| Highland Capital Management, LLC | 156,600 | $4.08M | 0.29% | +156,600 | New |
| Susquehanna International Group, LLP | 156,311 | $4.08M | 0.01% | −59,975−27.7% | Reduced |
| American Century Companies Inc | 156,269 | $4.07M | 0.00% | +46,809+42.8% | Added |
| Pictet Asset Management SA | 153,952 | $4.01M | 0.01% | −4,571−2.9% | Reduced |
| Stifel Financial Corp | 148,294 | $3.87M | 0.01% | −73,744−33.2% | Reduced |
| Foster & Motley Inc | 147,510 | $3.85M | 0.34% | −12,194−7.6% | Reduced |
| Alliancebernstein L.P. | 146,219 | $3.81M | 0.00% | +50,657+53.0% | Added |
| HRT Financial LP | 139,150 | $3.63M | 0.04% | +139,150 | New |
| Envestnet Asset Management Inc | 137,496 | $3.58M | 0.00% | −26,411−16.1% | Reduced |
| Employees Retirement System of Texas | 135,991 | $3.54M | 0.05% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 132,845 | $3.46M | 0.02% | −2,007−1.5% | Reduced |
| Prudential Financial Inc | 127,679 | $3.39M | 0.01% | −115,451−47.5% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $3.39M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 129,340 | $3.37M | 2.05% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 128,520 | $3.35M | 0.99% | −8,448−6.2% | Reduced |
| EJF Capital LLC | 126,066 | $3.29M | 0.55% | −180,958−58.9% | Reduced |
| Rafferty Asset Management, LLC | 121,614 | $3.17M | 0.03% | −54,707−31.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 118,047 | $3.08M | 0.02% | −26,596−18.4% | Reduced |
| Arizona State Retirement System | 108,723 | $2.83M | 0.03% | +7,320+7.2% | Added |
| SG Americas Securities, LLC | 107,090 | $2.79M | 0.04% | +107,090 | New |
| BTC Capital Management, Inc. | 103,722 | $2.70M | 0.33% | +10,655+11.4% | Added |
| Oregon Public Employees Retirement Fund | 102,532 | $2.67M | 0.04% | +3,919+4.0% | Added |
| DnB Asset Management AS | 96,386 | $2.51M | 0.02% | +34,731+56.3% | Added |
| Jump Financial, LLC | 96,132 | $2.51M | 0.11% | +96,132 | New |
| Victory Capital Management Inc | 89,835 | $2.34M | 0.00% | +360.0% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.32M | 0.01% | +10,000+12.7% | Added |
| American Trust Investment Advisors, LLC | 88,755 | $2.31M | 1.45% | +4,785+5.7% | Added |
| Alaska Permanent Fund Corp | 86,100 | $2.25M | 0.03% | +6,400+8.0% | Added |
| Kendall Capital Management | 86,069 | $2.24M | 1.24% | −355−0.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 85,947 | $2.24M | 0.16% | +85,947 | New |
| Toronto Dominion Bank | 84,990 | $2.21M | 0.00% | +10,986+14.8% | Added |
| Panagora Asset Management Inc | 84,575 | $2.21M | 0.01% | +84,575 | New |
| B. Metzler seel. Sohn & Co. AG | 81,546 | $2.13M | 0.03% | +4,733+6.2% | Added |
| Jane Street Group, LLC | 81,428 | $2.12M | 0.00% | −160,653−66.4% | Reduced |
| Natixis | 78,300 | $2.04M | 0.01% | +78,300 | New |
| IFM Investors Pty Ltd | 76,752 | $2.00M | 0.04% | 00.0% | Unchanged |
| Power Corp of Canada | 76,610 | $2.00M | 0.41% | +2,235+3.0% | Added |
| Franklin Resources Inc | 75,629 | $1.97M | 0.00% | +18,415+32.2% | Added |
| DekaBank Deutsche Girozentrale | 75,077 | $1.96M | 0.01% | +15,855+26.8% | Added |
| First National Bank of Omaha | 74,039 | $1.93M | 0.12% | −2,907−3.8% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 71,900 | $1.88M | 0.16% | −900−1.2% | Reduced |
| Bank of Nova Scotia | 70,400 | $1.83M | 0.00% | −394,749−84.9% | Reduced |
| Schroder Investment Management Group | 68,243 | $1.81M | 0.00% | +8,019+13.3% | Added |
| Utah Retirement Systems | 68,238 | $1.78M | 0.03% | +5,800+9.3% | Added |
| Principal Financial Group Inc | 67,822 | $1.77M | 0.00% | +7,137+11.8% | Added |
| Greenwich Investment Management, Inc. | 66,133 | $1.72M | 1.24% | −450−0.7% | Reduced |
| Royce & Associates LP | 65,000 | $1.70M | 0.02% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 62,918 | $1.64M | 0.03% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 61,346 | $1.60M | 0.06% | +914+1.5% | Added |
| Winton Group Ltd | 60,710 | $1.58M | 0.08% | −5,193−7.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 57,829 | $1.51M | 0.09% | +16,459+39.8% | Added |
| Handelsbanken Fonder AB | 53,700 | $1.40M | 0.01% | −4,000−6.9% | Reduced |
| Quinn Opportunity Partners LLC | 53,500 | $1.40M | 0.13% | 00.0% | Unchanged |
| Lazard Asset Management LLC | 52,809 | $1.38M | 0.00% | −453,916−89.6% | Reduced |
| Rockefeller Capital Management L.P. | 52,086 | $1.36M | 0.01% | −631−1.2% | Reduced |
| Balasa Dinverno & Foltz LLC | 51,725 | $1.35M | 0.08% | −441−0.8% | Reduced |
| Twin Tree Management, LP | 49,704 | $1.30M | 0.02% | +44,663+886.0% | Added |
| Townsend & Associates, Inc | 49,490 | $1.27M | 0.59% | +49,490 | New |
| Sciencast Management LP | 44,230 | $1.25M | 0.28% | +44,230 | New |
| Comerica Bank | 46,720 | $1.23M | 0.01% | +344+0.7% | Added |
| Public Employees Retirement Association of Colorado | 46,455 | $1.21M | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 45,707 | $1.19M | 0.02% | −230−0.5% | Reduced |
| 1832 Asset Management L.P. | 45,565 | $1.19M | 0.00% | −12,435−21.4% | Reduced |
| British Columbia Investment Management Corp | 45,185 | $1.18M | 0.01% | −11,067−19.7% | Reduced |
| National Bank of Canada | 44,729 | $1.18M | 0.01% | −158,341−78.0% | Reduced |
| JustInvest LLC | 44,664 | $1.16M | 0.05% | +26,879+151.1% | Added |
| D.A. Davidson & Co. | 44,272 | $1.15M | 0.01% | −658−1.5% | Reduced |
| Nissay Asset Management Corp | 44,099 | $1.15M | 0.01% | +2,468+5.9% | Added |
| Bank of Montreal | 42,234 | $1.14M | 0.00% | −71,950−63.0% | Reduced |
| Engineers Gate Manager LP | 43,601 | $1.14M | 0.04% | +21,828+100.3% | Added |
| Standard Life Aberdeen plc | 41,397 | $1.10M | 0.00% | +622+1.5% | Added |
| Maven Securities LTD | 41,688 | $1.09M | 0.19% | +10,600+34.1% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.07M | 0.65% | 00.0% | Unchanged |
| Amalgamated Bank | 40,707 | $1.06M | 0.01% | +4,685+13.0% | Added |