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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 40,485 | $1.05M | 0.12% | −10,645−20.8% | Reduced |
| Westpac Banking Corp | 38,960 | $1.02M | 0.01% | +38,960 | New |
| Gsa Capital Partners LLP | 37,376 | $974.0K | 0.15% | −16,979−31.2% | Reduced |
| Janus Henderson Group PLC | 36,421 | $951.0K | 0.00% | −176,099−82.9% | Reduced |
| LPL Financial LLC | 35,772 | $933.0K | 0.00% | −2,779−7.2% | Reduced |
| AMG National Trust Bank | 33,639 | $877.0K | 0.03% | −538−1.6% | Reduced |
| Icon Advisers Inc | 32,600 | $850.0K | 0.20% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 32,180 | $839.0K | 0.48% | +130.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 31,954 | $833.0K | 0.01% | +126+0.4% | Added |
| FJ Capital Management LLC | 32,000 | $823.0K | 0.08% | +6,467+25.3% | Added |
| Bridgewater Associates, LP | 31,290 | $816.0K | 0.00% | −11,411−26.7% | Reduced |
| Elo Mutual Pension Insurance Co | 30,707 | $801.0K | 0.03% | +2,057+7.2% | Added |
| TD Asset Management Inc | 30,240 | $788.0K | 0.00% | −310−1.0% | Reduced |
| Maryland State Retirement & Pension System | 29,473 | $768.0K | 0.02% | +2,116+7.7% | Added |
| Intech Investment Management LLC | 28,082 | $732.0K | 0.00% | +28,082 | New |
| USS Investment Management Ltd | 26,950 | $703.0K | 0.01% | −8,041−23.0% | Reduced |
| First Trust Advisors LP | 26,307 | $686.0K | 0.00% | −124,364−82.5% | Reduced |
| 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 |
| CX Institutional | 24,212 | $631.0K | 0.05% | +24,212 | New |
| Allianz Asset Management GmbH | 24,167 | $630.0K | 0.00% | +13,473+126.0% | Added |
| First Republic Investment Management, Inc. | 23,885 | $623.0K | 0.00% | −11,709−32.9% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,776 | $620.0K | 0.01% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 23,745 | $619.0K | 0.04% | −10,020−29.7% | Reduced |
| Integrated Advisors Network LLC | 23,373 | $609.0K | 0.04% | +23,373 | New |
| 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 |
| Nisa Investment Advisors, LLC | 22,900 | $597.0K | 0.01% | 00.0% | Unchanged |
| Guggenheim Capital LLC | 21,779 | $568.0K | 0.00% | −7,901−26.6% | Reduced |
| E. Ohman J:or Asset Management AB | 21,000 | $547.5K | 0.02% | +6,000+40.0% | Added |
| Duality Advisers, LP | 20,849 | $544.0K | 0.05% | −56,824−73.2% | Reduced |
| Mercer Global Advisors Inc | 20,741 | $541.0K | 0.00% | −2,582−11.1% | Reduced |
| Swiss Life Asset Management Ltd | 20,627 | $539.2K | 0.01% | +20,627 | New |
| M Holdings Securities, Inc. | 20,619 | $538.0K | 0.05% | +850+4.3% | Added |
| Centiva Capital, LP | 20,511 | $535.0K | 0.03% | −11,987−36.9% | Reduced |
| Trexquant Investment LP | 20,302 | $529.0K | 0.02% | −39,267−65.9% | Reduced |
| Daiwa Securities Group Inc. | 20,093 | $524.0K | 0.00% | +940+4.9% | Added |
| Kestra Advisory Services, LLC | 20,073 | $523.0K | 0.01% | +5,736+40.0% | Added |
| AdvisorNet Financial, Inc | 20,027 | $522.0K | 0.05% | +19,598+4,568.3% | Added |
| Algert Global LLC | 19,927 | $519.0K | 0.04% | +19,927 | New |
| 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 |
| Private Advisor Group, LLC | 19,474 | $508.0K | 0.00% | +10,213+110.3% | Added |
| Shell Asset Management Co | 19,420 | $506.0K | 0.01% | +19,420 | New |
| Anchor Investment Management, LLC | 19,117 | $498.4K | 0.07% | +1,007+5.6% | Added |
| Diametric Capital, LP | 19,102 | $498.0K | 0.37% | +19,102 | New |
| Greenleaf Trust | 18,981 | $495.0K | 0.01% | +10+0.1% | Added |
| Intersect Capital LLC | 18,946 | $494.0K | 0.15% | +10,441+122.8% | Added |
| CIBC Asset Management Inc | 18,747 | $489.0K | 0.00% | −289−1.5% | Reduced |
| Epoch Investment Partners, Inc. | 18,212 | $475.0K | 0.00% | −5,234−22.3% | Reduced |
| TD Private Client Wealth LLC | 17,954 | $468.1K | 0.02% | +313+1.8% | Added |
| State of Michigan Retirement System | 17,786 | $464.0K | 0.00% | +300+1.7% | Added |
| Banque Pictet & Cie SA | 17,177 | $448.0K | 0.00% | +17,177 | New |
| Man Group plc | – | $436.0K | 0.00% | – | – |
| Ethic Inc. | 16,743 | $436.0K | 0.03% | +6,285+60.1% | Added |
| Rodgers Brothers Inc. | 16,500 | $430.0K | 0.08% | 00.0% | Unchanged |
| Pendal Group Limited | 16,214 | $423.0K | 0.00% | −2,359−12.7% | Reduced |
| Cutler Group LP | 15,960 | $416.0K | 0.06% | −5,460−25.5% | Reduced |
| Equitable Holdings, Inc. | 15,718 | $410.0K | 0.01% | +45+0.3% | 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 |
| 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 |
| Brown Advisory Inc | 15,235 | $397.0K | 0.00% | +2,297+17.8% | Added |
| Federated Hermes, Inc. | 15,060 | $393.0K | 0.00% | +638+4.4% | Added |
| Raffles Associates LP | 15,000 | $391.0K | 0.43% | +15,000 | New |
| Allstate Corp | 14,499 | $378.0K | 0.01% | −992−6.4% | Reduced |
| Delphia (USA) Inc. | 14,459 | $377.0K | 0.26% | +14,459 | New |
| Two Sigma Investments, LP | 14,400 | $375.0K | 0.00% | +14,400 | New |
| Teza Capital Management LLC | 13,723 | $358.0K | 0.14% | +5,572+68.4% | Added |
| Glenmede Trust Co NA | 13,652 | $355.0K | 0.00% | +13,652 | New |
| Acadian Asset Management LLC | 13,505 | $352.0K | 0.00% | −34,634−71.9% | Reduced |
| Verdence Capital Advisors LLC | 13,175 | $343.0K | 0.04% | −6,043−31.4% | Reduced |
| Paloma Partners Management Co | 13,100 | $342.0K | 0.03% | −2,096−13.8% | Reduced |
| Corton Capital Inc. | 12,856 | $335.0K | 0.32% | +12,856 | New |
| Manufacturers Life Insurance Company, The | 12,682 | $330.6K | 0.00% | −145,455−92.0% | Reduced |
| Gotham Asset Management, LLC | 12,208 | $318.0K | 0.01% | +258+2.2% | Added |
| Signaturefd, LLC | 12,166 | $317.0K | 0.01% | −30−0.2% | 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 |
| Oak Thistle LLC | 12,067 | $315.0K | 0.61% | −9,424−43.9% | Reduced |
| Walleye Capital LLC | 11,915 | $311.0K | 0.01% | +1,892+18.9% | Added |
| Mariner, LLC | 11,872 | $309.0K | 0.00% | +1,604+15.6% | Added |
| Mirabella Financial Services LLP | 11,510 | $300.0K | 0.03% | +11,510 | New |
| 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 |
| Walleye Trading LLC | 11,320 | $295.0K | 0.01% | −1,805−13.8% | Reduced |
| Forsta Ap-Fonden | 10,900 | $284.0K | 0.00% | +10,900 | New |
| US Bancorp | 10,730 | $279.0K | 0.00% | +437+4.2% | Added |
| M&T Bank Corp | 13,670 | $278.0K | 0.00% | +1,357+11.0% | Added |
| 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 |
| Forum Financial Management, LP | 10,183 | $265.0K | 0.01% | +10,183 | New |
| Campbell & CO Investment Adviser LLC | 9,846 | $257.0K | 0.07% | −2,654−21.2% | Reduced |
| Integrated Wealth Concepts LLC | 9,751 | $254.0K | 0.01% | +49+0.5% | Added |
| Yousif Capital Management, LLC | 9,691 | $253.0K | 0.00% | −1,205−11.1% | Reduced |
| 44 Wealth Management LLC | 9,662 | $252.0K | 0.10% | −6,506−40.2% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,507 | $248.0K | 0.00% | −2,900−23.4% | Reduced |
| Corient Capital Partners, LLC | 9,267 | $242.0K | 0.02% | −1,933−17.3% | Reduced |
| Vestcor Inc | 9,066 | $236.0K | 0.01% | +3,072+51.3% | Added |