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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 8,753 | $231.0K | 0.00% | +8,753 | New |
| Vestcor Inc | 8,982 | $237.0K | 0.01% | −84−0.9% | Reduced |
| Echo Street Capital Management LLC | 9,048 | $238.0K | 0.00% | +9,048 | New |
| Corient Capital Partners, LLC | 9,267 | $242.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 9,610 | $253.0K | 0.10% | −52−0.5% | Reduced |
| Boothbay Fund Management, LLC | 9,679 | $255.0K | 0.01% | −846−8.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,712 | $256.0K | 0.01% | −39−0.4% | Reduced |
| Symmetry Partners, LLC | 9,746 | $257.0K | 0.02% | +1,927+24.6% | Added |
| Ellsworth Advisors, LLC | 9,876 | $260.0K | 0.11% | +873+9.7% | Added |
| Mackenzie Financial Corp | 10,209 | $269.0K | 0.00% | +10,209 | New |
| Baird Financial Group, Inc. | 10,248 | $270.0K | 0.00% | +10,248 | New |
| Verdence Capital Advisors LLC | 10,367 | $273.0K | 0.04% | −2,808−21.3% | Reduced |
| Banque Pictet & Cie SA | 10,452 | $275.4K | 0.00% | −6,725−39.2% | Reduced |
| Alps Advisors Inc | 10,588 | $279.0K | 0.00% | +10,588 | New |
| Private Advisor Group, LLC | 10,719 | $282.0K | 0.00% | −8,755−45.0% | Reduced |
| Toroso Investments, LLC | 10,708 | $282.0K | 0.01% | +2,185+25.6% | Added |
| Allstate Corp | 10,897 | $287.0K | 0.01% | −3,602−24.8% | Reduced |
| Aquatic Capital Management LLC | 11,000 | $290.0K | 0.03% | +11,000 | New |
| US Bancorp | 11,286 | $297.0K | 0.00% | +556+5.2% | Added |
| Rothschild Investment Corp | 11,425 | $301.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 11,536 | $304.0K | 0.00% | −11,478−49.9% | Reduced |
| Raymond James Trust N.A. | 11,531 | $304.0K | 0.01% | −575−4.7% | Reduced |
| Arden Trust Co | 11,762 | $310.0K | 0.08% | +307+2.7% | Added |
| Manufacturers Life Insurance Company, The | 11,936 | $314.5K | 0.00% | −746−5.9% | Reduced |
| Signaturefd, LLC | 12,917 | $340.0K | 0.01% | +751+6.2% | Added |
| Glenmede Trust Co NA | 13,018 | $342.0K | 0.00% | −634−4.6% | Reduced |
| CTC Capital Management, LLC | 13,200 | $348.0K | 0.29% | +13,200 | New |
| Kestra Advisory Services, LLC | 13,361 | $352.0K | 0.00% | −6,712−33.4% | Reduced |
| Advisor Group Holdings, Inc. | 13,806 | $365.0K | 0.00% | +1,668+13.7% | Added |
| Mariner, LLC | 13,961 | $368.0K | 0.00% | +2,089+17.6% | Added |
| Gotham Asset Management, LLC | 13,996 | $369.0K | 0.01% | +1,788+14.6% | Added |
| M&T Bank Corp | 14,184 | $372.0K | 0.00% | +514+3.8% | Added |
| Ethic Inc. | 15,125 | $399.0K | 0.03% | −1,618−9.7% | Reduced |
| CSS LLC | 15,500 | $408.0K | 0.02% | +5,000+47.6% | Added |
| Stephens Inc | 16,260 | $428.0K | 0.01% | +842+5.5% | Added |
| Equitable Holdings, Inc. | 16,586 | $437.0K | 0.01% | +868+5.5% | Added |
| Brown Advisory Inc | 16,865 | $444.0K | 0.00% | +1,630+10.7% | Added |
| Ritholtz Wealth Management | 17,017 | $448.0K | 0.02% | +8,087+90.6% | Added |
| Prudential Financial Inc | 16,853 | $451.0K | 0.00% | −110,826−86.8% | Reduced |
| Epoch Investment Partners, Inc. | 17,098 | $451.0K | 0.00% | −1,114−6.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,300 | $456.0K | 0.00% | +17,300 | New |
| Meiji Yasuda Life Insurance Co | 17,590 | $463.0K | 0.01% | +8,083+85.0% | Added |
| First Republic Investment Management, Inc. | 17,614 | $464.0K | 0.00% | −6,271−26.3% | Reduced |
| State of Michigan Retirement System | 17,786 | $469.0K | 0.00% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 17,900 | $471.7K | 0.02% | −3,100−14.8% | Reduced |
| Shell Asset Management Co | 18,046 | $476.0K | 0.02% | −1,374−7.1% | Reduced |
| TD Private Client Wealth LLC | 18,445 | $486.0K | 0.02% | +491+2.7% | Added |
| MAI Capital Management | 18,608 | $490.0K | 0.01% | +18,608 | New |
| CIBC Asset Management Inc | 18,799 | $495.0K | 0.00% | +52+0.3% | Added |
| Swiss Life Asset Management Ltd | 19,440 | $511.9K | 0.01% | −1,187−5.8% | Reduced |
| Greenleaf Trust | 19,613 | $517.0K | 0.01% | +632+3.3% | Added |
| Daiwa Securities Group Inc. | 20,093 | $529.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20,123 | $530.2K | 0.08% | +1,006+5.3% | Added |
| Versor Investments LP | 20,251 | $534.0K | 0.03% | +20,251 | New |
| M Holdings Securities, Inc. | 20,869 | $550.0K | 0.06% | +250+1.2% | Added |
| Icon Advisers Inc | 21,600 | $569.0K | 0.16% | −11,000−33.7% | Reduced |
| AdvisorNet Financial, Inc | 22,188 | $585.0K | 0.06% | +2,161+10.8% | Added |
| Guggenheim Capital LLC | 23,028 | $607.0K | 0.01% | +1,249+5.7% | Added |
| ProShare Advisors LLC | 23,442 | $618.0K | 0.00% | −1,652−6.6% | Reduced |
| Integrated Advisors Network LLC | 23,925 | $630.0K | 0.04% | +552+2.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $633.0K | 0.01% | +238+1.0% | Added |
| Assetmark, Inc | 24,075 | $634.0K | 0.00% | +8,617+55.7% | Added |
| Ontario Teachers Pension Plan Board | 24,316 | $641.0K | 0.01% | +8,866+57.4% | Added |
| Gsa Capital Partners LLP | 24,349 | $642.0K | 0.09% | −13,027−34.9% | Reduced |
| Weiss Asset Management LP | 26,575 | $700.0K | 0.02% | +26,575 | New |
| Intech Investment Management LLC | 27,143 | $715.2K | 0.01% | −939−3.3% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 28,069 | $740.0K | 0.02% | +28,069 | New |
| Elo Mutual Pension Insurance Co | 28,616 | $754.0K | 0.03% | −2,091−6.8% | Reduced |
| Walleye Trading LLC | 28,847 | $760.0K | 0.02% | +17,527+154.8% | Added |
| TD Asset Management Inc | 28,840 | $771.0K | 0.00% | −1,400−4.6% | Reduced |
| Teza Capital Management LLC | 29,316 | $772.0K | 0.16% | +15,593+113.6% | Added |
| Maryland State Retirement & Pension System | 29,473 | $777.0K | 0.06% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 29,633 | $781.0K | 0.00% | +21,827+279.6% | Added |
| Royce & Associates LP | 30,000 | $790.0K | 0.01% | −35,000−53.8% | Reduced |
| Allianz Asset Management GmbH | 30,657 | $808.0K | 0.00% | +6,490+26.9% | Added |
| Janus Henderson Group PLC | 31,270 | $824.0K | 0.00% | −5,151−14.1% | Reduced |
| Candriam Luxembourg S.C.A. | 31,352 | $826.0K | 0.01% | +31,352 | New |
| Wiley Bros.-Aintree Capital, LLC | 32,193 | $848.0K | 0.49% | +130.0% | Added |
| Rockefeller Capital Management L.P. | 32,503 | $856.0K | 0.00% | −19,583−37.6% | Reduced |
| CX Institutional | 33,403 | $880.0K | 0.06% | +9,191+38.0% | Added |
| AMG National Trust Bank | 33,864 | $892.0K | 0.03% | +225+0.7% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 33,972 | $895.0K | 0.01% | +2,018+6.3% | Added |
| Public Sector Pension Investment Board | 35,600 | $938.0K | 0.01% | +35,600 | New |
| Westpac Banking Corp | 37,309 | $983.1K | 0.01% | −1,651−4.2% | Reduced |
| British Columbia Investment Management Corp | 37,574 | $990.0K | 0.01% | −7,611−16.8% | Reduced |
| Amalgamated Bank | 37,582 | $990.0K | 0.01% | −3,125−7.7% | Reduced |
| Squarepoint Ops LLC | 37,885 | $998.0K | 0.01% | −571,024−93.8% | Reduced |
| LPL Financial LLC | 38,304 | $1.01M | 0.00% | +2,532+7.1% | Added |
| Verition Fund Management LLC | 38,351 | $1.01M | 0.01% | +18,556+93.7% | Added |
| Donoghue Forlines LLC | 38,748 | $1.02M | 0.37% | +38,748 | New |
| Federated Hermes, Inc. | 40,171 | $1.06M | 0.00% | +25,111+166.7% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.08M | 0.73% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 41,391 | $1.09M | 0.11% | +41,391 | New |
| Trexquant Investment LP | 43,643 | $1.15M | 0.04% | +23,341+115.0% | Added |
| Horizon Investments, LLC | 43,748 | $1.15M | 0.04% | +43,748 | New |
| Nissay Asset Management Corp | 44,876 | $1.18M | 0.01% | +777+1.8% | Added |
| Winton Group Ltd | 45,151 | $1.19M | 0.08% | −15,559−25.6% | Reduced |
| Jefferies Group LLC | 45,170 | $1.19M | 0.03% | +45,170 | New |
| 1832 Asset Management L.P. | 45,565 | $1.20M | 0.00% | 00.0% | Unchanged |
| JustInvest LLC | 45,630 | $1.20M | 0.05% | +966+2.2% | Added |