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 |
|---|---|---|---|---|---|
| Public Employees Retirement Association of Colorado | 46,455 | $1.22M | 0.01% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 47,702 | $1.26M | 0.26% | −174,416−78.5% | Reduced |
| Worldquant Millennium Advisors LLC | 47,938 | $1.26M | 0.03% | −317,549−86.9% | Reduced |
| Quinn Opportunity Partners LLC | 48,120 | $1.27M | 0.15% | −5,380−10.1% | Reduced |
| Nisa Investment Advisors, LLC | 49,597 | $1.31M | 0.01% | +26,697+116.6% | Added |
| TCW Group Inc | 50,213 | $1.32M | 0.02% | +4,506+9.9% | Added |
| Comerica Bank | 46,892 | $1.36M | 0.01% | +172+0.4% | Added |
| Lazard Asset Management LLC | 52,331 | $1.38M | 0.00% | −478−0.9% | Reduced |
| Maven Securities LTD | 52,888 | $1.39M | 0.06% | +11,200+26.9% | Added |
| Jane Street Group, LLC | 54,743 | $1.44M | 0.00% | −26,685−32.8% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 54,971 | $1.45M | 0.01% | −406,630−88.1% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.50M | 0.19% | −15,000−20.9% | Reduced |
| Principal Financial Group Inc | 59,043 | $1.56M | 0.00% | −8,779−12.9% | Reduced |
| Townsend & Associates, Inc | 52,540 | $1.58M | 0.73% | +3,050+6.2% | Added |
| Edge Capital Group, LLC | 60,032 | $1.58M | 0.13% | +59,759+21,889.7% | Added |
| Chartwell Investment Partners, LLC | 61,346 | $1.62M | 0.07% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 61,886 | $1.63M | 0.01% | −95,269−60.6% | Reduced |
| Gulf International Bank (UK) Ltd | 62,918 | $1.66M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 64,800 | $1.71M | 0.01% | +11,100+20.7% | Added |
| Balasa Dinverno & Foltz LLC | 65,040 | $1.71M | 0.11% | +13,315+25.7% | Added |
| Greenwich Investment Management, Inc. | 66,133 | $1.74M | 1.37% | 00.0% | Unchanged |
| Utah Retirement Systems | 67,038 | $1.77M | 0.03% | −1,200−1.8% | Reduced |
| Qube Research & Technologies Ltd | 68,964 | $1.82M | 0.01% | +68,964 | New |
| Bank of Montreal | 58,876 | $1.82M | 0.00% | +16,642+39.4% | Added |
| Rodgers Brothers Inc. | 70,500 | $1.86M | 0.40% | +54,000+327.3% | Added |
| First National Bank of Omaha | 71,113 | $1.87M | 0.12% | −2,926−4.0% | Reduced |
| Tredje AP-fonden | 75,188 | $1.98M | 0.04% | +75,188 | New |
| DekaBank Deutsche Girozentrale | 75,395 | $1.99M | 0.01% | +318+0.4% | Added |
| Assenagon Asset Management S.A. | 75,994 | $2.00M | 0.01% | −2,692,978−97.3% | Reduced |
| Janney Montgomery Scott LLC | 76,437 | $2.01M | 0.01% | +76,437 | New |
| Power Corp of Canada | 76,610 | $2.02M | 0.30% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 76,704 | $2.02M | 0.01% | +35,307+85.3% | Added |
| IFM Investors Pty Ltd | 78,828 | $2.08M | 0.04% | +2,076+2.7% | Added |
| Walleye Capital LLC | 79,643 | $2.10M | 0.05% | +67,728+568.4% | Added |
| Toronto Dominion Bank | 80,006 | $2.11M | 0.00% | −4,984−5.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 80,627 | $2.12M | 0.04% | −919−1.1% | Reduced |
| Duality Advisers, LP | 84,689 | $2.23M | 0.24% | +63,840+306.2% | Added |
| Alaska Permanent Fund Corp | 86,100 | $2.27M | 0.04% | 00.0% | Unchanged |
| Franklin Resources Inc | 86,604 | $2.28M | 0.00% | +10,975+14.5% | Added |
| Dynamic Technology Lab Private Ltd | 87,928 | $2.32M | 0.23% | +47,443+117.2% | Added |
| Kendall Capital Management | 88,209 | $2.32M | 1.35% | +2,140+2.5% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.35M | 0.01% | 00.0% | Unchanged |
| Macquarie Group Ltd | 89,485 | $2.36M | 0.00% | +74,071+480.5% | Added |
| American Trust Investment Advisors, LLC | 91,705 | $2.42M | 1.55% | +2,950+3.3% | Added |
| DnB Asset Management AS | 93,687 | $2.47M | 0.02% | −2,699−2.8% | Reduced |
| EJF Capital LLC | 96,821 | $2.55M | 0.50% | −29,245−23.2% | Reduced |
| Oregon Public Employees Retirement Fund | 98,825 | $2.60M | 0.04% | −3,707−3.6% | Reduced |
| Alliancebernstein L.P. | 99,750 | $2.63M | 0.00% | −46,469−31.8% | Reduced |
| Arizona State Retirement System | 104,612 | $2.76M | 0.03% | −4,111−3.8% | Reduced |
| BTC Capital Management, Inc. | 116,516 | $3.07M | 0.40% | +12,794+12.3% | Added |
| UBS Group AG | 120,744 | $3.18M | 0.00% | −88,811−42.4% | Reduced |
| Susquehanna International Group, LLP | 123,252 | $3.25M | 0.01% | −33,059−21.1% | Reduced |
| Andra AP-fonden | 126,000 | $3.32M | 0.11% | −54,700−30.3% | Reduced |
| Kempner Capital Management Inc. | 129,340 | $3.41M | 2.25% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 129,971 | $3.42M | 0.02% | −2,874−2.2% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $3.42M | 0.02% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 130,008 | $3.43M | 1.10% | +1,488+1.2% | Added |
| Holocene Advisors, LP | 131,019 | $3.45M | 0.02% | −80,258−38.0% | Reduced |
| AXA S.A. | 132,492 | $3.49M | 0.01% | +132,492 | New |
| Stifel Financial Corp | 133,606 | $3.52M | 0.01% | −14,688−9.9% | Reduced |
| Two Sigma Investments, LP | 134,700 | $3.55M | 0.01% | +120,300+835.4% | Added |
| Victory Capital Management Inc | 138,336 | $3.65M | 0.00% | +48,501+54.0% | Added |
| Caisse de Depot Et Placement du Quebec | 138,778 | $3.66M | 0.01% | −100,000−41.9% | Reduced |
| Foster & Motley Inc | 140,338 | $3.70M | 0.35% | −7,172−4.9% | Reduced |
| Pictet Asset Management SA | 154,647 | $4.08M | 0.01% | +695+0.5% | Added |
| HSBC Holdings PLC | 154,487 | $4.11M | 0.01% | −54,209−26.0% | Reduced |
| Highland Capital Management, LLC | 156,270 | $4.12M | 0.32% | −330−0.2% | Reduced |
| Voloridge Investment Management, LLC | 156,580 | $4.13M | 0.02% | −799,350−83.6% | Reduced |
| Mercer Global Advisors Inc | 157,358 | $4.15M | 0.02% | +136,617+658.7% | Added |
| HRT Financial LP | 159,269 | $4.20M | 0.05% | +20,119+14.5% | Added |
| Treasurer of the State of North Carolina | 160,348 | $4.22M | 0.03% | −1,650−1.0% | Reduced |
| D. E. Shaw & Co., Inc. | 161,918 | $4.27M | 0.01% | −152,674−48.5% | Reduced |
| Asset Management One Co.,Ltd. | 162,367 | $4.28M | 0.02% | +5,285+3.4% | Added |
| Nordea Investment Management AB | 160,044 | $4.30M | 0.01% | −49,381−23.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 167,606 | $4.42M | 0.34% | +81,659+95.0% | Added |
| Keeley-Teton Advisors, LLC | 167,707 | $4.42M | 0.61% | +1,624+1.0% | Added |
| Eaton Vance Management | 169,912 | $4.48M | 0.01% | −1,174−0.7% | Reduced |
| Citigroup Inc | 174,789 | $4.61M | 0.01% | −63,715−26.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,997 | $4.72M | 0.06% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 180,938 | $4.77M | 0.02% | +20,669+12.9% | Added |
| Public Employees Retirement System of Ohio | 194,017 | $5.11M | 0.02% | −3,643−1.8% | Reduced |
| JPMorgan Chase & Co | 194,802 | $5.13M | 0.00% | +32,430+20.0% | Added |
| American Century Companies Inc | 195,117 | $5.14M | 0.00% | +38,848+24.9% | Added |
| Oliver Luxxe Assets LLC | 199,443 | $5.25M | 1.64% | +3,482+1.8% | Added |
| Hyperion Capital Advisors LP | 200,061 | $5.27M | 2.60% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 213,293 | $5.62M | 0.02% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 215,938 | $5.69M | 0.04% | −14,258−6.2% | Reduced |
| Mn Services Vermogensbeheer B.V. | 216,400 | $5.70M | 0.06% | −12,400−5.4% | Reduced |
| Millennium Management LLC | 252,793 | $6.66M | 0.01% | −1,316,979−83.9% | Reduced |
| Oppenheimer Asset Management Inc. | 255,461 | $6.73M | 0.12% | −5,280−2.0% | Reduced |
| Teacher Retirement System of Texas | 258,024 | $6.80M | 0.05% | −36,536−12.4% | Reduced |
| Korea Investment CORP | 260,573 | $6.87M | 0.02% | −27,632−9.6% | Reduced |
| Raymond James & Associates | 266,751 | $7.03M | 0.01% | +5,774+2.2% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $7.35M | 0.14% | 00.0% | Unchanged |
| Philadelphia Financial Management of San Francisco, LLC | 284,515 | $7.50M | 2.61% | −291,370−50.6% | Reduced |
| BlueMar Capital Management, LLC | 310,346 | $8.18M | 6.02% | 00.0% | Unchanged |
| Brandywine Global Investment Management, LLC | 318,562 | $8.39M | 0.08% | −26,110−7.6% | Reduced |
| Great West Life Assurance Co | 329,154 | $8.66M | 0.02% | +22,246+7.2% | Added |
| Envestnet Asset Management Inc | 332,523 | $8.76M | 0.01% | +195,027+141.8% | Added |
| Lord, Abbett & Co. LLC | 339,150 | $8.94M | 0.03% | −1,772,262−83.9% | Reduced |