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, Q3 2022
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 388
- −3 vs. Q2 2022
- Shares held
- 367.8M
- −822.8K (−0.2%) vs. Q2 2022
- Total value
- $9.69B
- +$85.8M (+0.9%) vs. Q2 2022
- New holders
- 44
- 154 more added
- Sold out
- 47
- 141 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,734,736 | $994.3M | 0.03% | −1,940,097−4.9% | Reduced |
| Price T Rowe Associates Inc | 33,106,476 | $872.4M | 0.14% | −1,543,824−4.5% | Reduced |
| BlackRock Inc. | 30,420,427 | $801.6M | 0.03% | −774,830−2.5% | Reduced |
| Pzena Investment Management LLC | 22,868,511 | $602.6M | 2.99% | +720,979+3.3% | Added |
| Norges Bank | 21,065,191 | $555.1M | 0.15% | −2,430,305−10.3% | Reduced |
| Wellington Management Group LLP | 20,953,028 | $552.1M | 0.12% | +7,392,714+54.5% | Added |
| Canada Pension Plan Investment Board | 18,167,887 | $478.7M | 0.81% | −75,135−0.4% | Reduced |
| Invesco Ltd. | 11,628,292 | $306.4M | 0.10% | −72,408−0.6% | Reduced |
| State Street Corp | 9,781,389 | $257.7M | 0.02% | +330,125+3.5% | Added |
| Massachusetts Financial Services Co | 9,276,544 | $244.4M | 0.09% | +481,553+5.5% | Added |
| Conifer Management, L.L.C. | 8,000,000 | $210.8M | 29.98% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 6,931,147 | $182.6M | 13.04% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,817,445 | $153.3M | 0.42% | −6,102−0.1% | Reduced |
| Thornburg Investment Management Inc | 5,664,401 | $149.3M | 2.64% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 5,489,930 | $144.6M | 0.02% | +604,762+12.4% | Added |
| Ci Investments Inc. | 5,000,394 | $131.8M | 0.68% | −593,505−10.6% | Reduced |
| FMR LLC | 4,823,545 | $127.1M | 0.01% | −193,522−3.9% | Reduced |
| Nuveen Asset Management, LLC | 4,730,016 | $124.6M | 0.05% | −1,661,858−26.0% | Reduced |
| Dimensional Fund Advisors LP | 4,610,467 | $121.5M | 0.05% | −279,829−5.7% | Reduced |
| Samlyn Capital, LLC | 4,393,359 | $115.8M | 2.21% | +517,783+13.4% | Added |
| Neuberger Berman Group LLC | 3,917,357 | $103.2M | 0.11% | +766,449+24.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,511,154 | $92.5M | 0.40% | −66,600−1.9% | Reduced |
| Clearbridge Investments, LLC | 3,469,811 | $91.4M | 0.09% | −9,900−0.3% | Reduced |
| FIL Ltd | 3,248,137 | $85.6M | 0.11% | −7,156−0.2% | Reduced |
| Morgan Stanley | 3,120,800 | $82.2M | 0.01% | −223,428−6.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,978,323 | $78.5M | 0.19% | −1,065,827−26.4% | Reduced |
| Northern Trust Corp | 2,817,325 | $74.2M | 0.02% | +189,229+7.2% | Added |
| Goldman Sachs Group Inc | 2,402,052 | $63.3M | 0.02% | −1,031,213−30.0% | Reduced |
| Deutsche Bank AG | 2,399,528 | $63.2M | 0.04% | +1,603,033+201.3% | Added |
| Charles Schwab Investment Management Inc | 2,050,916 | $54.0M | 0.02% | +14,866+0.7% | Added |
| Legal & General Group Plc | 2,040,424 | $53.8M | 0.02% | −174,833−7.9% | Reduced |
| Voya Investment Management LLC | 1,977,874 | $52.1M | 0.06% | +341,524+20.9% | Added |
| GMT Capital Corp | 1,882,000 | $49.6M | 3.08% | −315,100−14.3% | Reduced |
| Bank of America Corp | 1,865,871 | $49.2M | 0.01% | −140,327−7.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,859,938 | $49.0M | 0.07% | +1,859,938 | New |
| Royal Bank of Canada | 1,734,267 | $45.7M | 0.02% | +1,140,288+192.0% | Added |
| Bank of New York Mellon Corp | 1,715,556 | $45.2M | 0.01% | +437,502+34.2% | Added |
| Schroder Investment Management Group | 1,627,987 | $42.9M | 0.07% | +1,559,744+2,285.6% | Added |
| Robeco Institutional Asset Management B.V. | 1,402,947 | $37.0M | 0.12% | −212,988−13.2% | Reduced |
| UBS Asset Management Americas Inc | 1,345,182 | $35.4M | 0.02% | +120,184+9.8% | Added |
| Artemis Investment Management LLP | 1,306,202 | $34.4M | 0.39% | +1,528+0.1% | Added |
| Credit Suisse AG | 1,287,945 | $33.9M | 0.04% | +353,243+37.8% | Added |
| Panagora Asset Management Inc | 1,274,107 | $33.6M | 0.23% | +1,189,532+1,406.5% | Added |
| Poplar Forest Capital LLC | 1,271,809 | $33.5M | 4.27% | +873+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,155,415 | $30.4M | 1.85% | +1,097,586+1,898.0% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,154 | $28.5M | 0.02% | −4,542−0.4% | Reduced |
| Barclays PLC | 1,059,991 | $27.9M | 0.03% | +17,438+1.7% | Added |
| Ameriprise Financial Inc | 1,019,847 | $26.9M | 0.01% | +26,172+2.6% | Added |
| Wedge Capital Management L L P | 1,001,852 | $26.4M | 0.45% | −22,782−2.2% | Reduced |
| STRS Ohio | 1,000,309 | $26.4M | 0.13% | +397,654+66.0% | Added |
| Point72 Asset Management, L.P. | 937,461 | $24.7M | 0.11% | −298,700−24.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 923,899 | $24.3M | 0.20% | −250,971−21.4% | Reduced |
| Swedbank AB | 918,963 | $24.2M | 0.06% | +107,430+13.2% | Added |
| Russell Investments Group, Ltd. | 898,623 | $23.7M | 0.05% | +371,494+70.5% | Added |
| California Public Employees Retirement System | 894,307 | $23.6M | 0.02% | +214,219+31.5% | Added |
| Storebrand Asset Management AS | 891,986 | $23.5M | 0.14% | −34,750−3.7% | Reduced |
| Amundi | 782,881 | $22.7M | 0.01% | +295,857+60.7% | Added |
| Soapstone Management L.P. | 800,000 | $21.1M | 8.48% | +50,000+6.7% | Added |
| Gillson Capital LP | 730,701 | $19.3M | 1.77% | −638,888−46.6% | Reduced |
| APG Asset Management N.V. | 670,910 | $18.0M | 0.05% | +800+0.1% | Added |
| Algebris (UK) Ltd | 652,189 | $17.0M | 7.64% | −161,559−19.9% | Reduced |
| LSV Asset Management | 645,777 | $17.0M | 0.04% | +284,522+78.8% | Added |
| California State Teachers Retirement System | 643,215 | $16.9M | 0.03% | −24,765−3.7% | Reduced |
| State of Wisconsin Investment Board | 640,972 | $16.9M | 0.05% | −53,681−7.7% | Reduced |
| Alyeska Investment Group, L.P. | 639,046 | $16.8M | 0.20% | −223,544−25.9% | Reduced |
| AQR Capital Management LLC | 623,548 | $16.4M | 0.04% | −309,505−33.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 610,271 | $16.1M | 0.03% | +601,767+7,076.3% | Added |
| Wells Fargo & Company | 589,083 | $15.5M | 0.01% | +214,646+57.3% | Added |
| O'Shaughnessy Asset Management, LLC | 587,507 | $15.5M | 0.29% | −175,442−23.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 582,269 | $15.3M | 0.04% | −1,743−0.3% | Reduced |
| Putnam Investments LLC | 557,674 | $14.7M | 0.03% | +317+0.1% | Added |
| Citadel Advisors LLC | 536,069 | $14.1M | 0.02% | −317,282−37.2% | Reduced |
| Callodine Capital Management, LP | 533,920 | $14.1M | 4.43% | +44,990+9.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 530,833 | $14.0M | 0.11% | +412,786+349.7% | Added |
| New York State Common Retirement Fund | 527,424 | $13.9M | 0.02% | +42,567+8.8% | Added |
| Interval Partners, LP | 506,558 | $13.3M | 0.79% | +200,672+65.6% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 502,868 | $13.3M | 0.08% | +28,106+5.9% | Added |
| State Board of Administration of Florida Retirement System | 460,980 | $12.1M | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 453,112 | $11.9M | 0.05% | +231,429+104.4% | Added |
| Renaissance Technologies LLC | 450,500 | $11.9M | 0.02% | +143,500+46.7% | Added |
| First Trust Advisors LP | 427,094 | $11.3M | 0.01% | +400,787+1,523.5% | Added |
| SEI Investments Co | 420,541 | $11.1M | 0.02% | +16,251+4.0% | Added |
| Marshall Wace, LLP | 415,610 | $11.0M | 0.03% | +415,610 | New |
| Rhumbline Advisers | 394,881 | $10.4M | 0.02% | +9,340+2.4% | Added |
| Aviva PLC | 392,431 | $10.3M | 0.06% | +68,523+21.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 380,531 | $10.0M | 0.03% | −1,311−0.3% | Reduced |
| Prana Capital Management, LP | 365,500 | $9.63M | 0.66% | +84,461+30.1% | Added |
| Community Trust & Investment Co | 340,173 | $8.96M | 0.86% | −4,384−1.3% | Reduced |
| Lord, Abbett & Co. LLC | 339,150 | $8.94M | 0.03% | −1,772,262−83.9% | Reduced |
| Envestnet Asset Management Inc | 332,523 | $8.76M | 0.01% | +195,027+141.8% | Added |
| Great West Life Assurance Co | 329,154 | $8.66M | 0.02% | +22,246+7.2% | Added |
| Brandywine Global Investment Management, LLC | 318,562 | $8.39M | 0.08% | −26,110−7.6% | Reduced |
| BlueMar Capital Management, LLC | 310,346 | $8.18M | 6.02% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 284,515 | $7.50M | 2.61% | −291,370−50.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $7.35M | 0.14% | 00.0% | Unchanged |
| Raymond James & Associates | 266,751 | $7.03M | 0.01% | +5,774+2.2% | Added |
| Korea Investment CORP | 260,573 | $6.87M | 0.02% | −27,632−9.6% | Reduced |
| Teacher Retirement System of Texas | 258,024 | $6.80M | 0.05% | −36,536−12.4% | Reduced |
| Oppenheimer Asset Management Inc. | 255,461 | $6.73M | 0.12% | −5,280−2.0% | Reduced |
| Millennium Management LLC | 252,793 | $6.66M | 0.01% | −1,316,979−83.9% | Reduced |