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 |
|---|---|---|---|---|---|
| Community Trust & Investment Co | 340,173 | $8.96M | 0.86% | −4,384−1.3% | Reduced |
| Prana Capital Management, LP | 365,500 | $9.63M | 0.66% | +84,461+30.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 380,531 | $10.0M | 0.03% | −1,311−0.3% | Reduced |
| Aviva PLC | 392,431 | $10.3M | 0.06% | +68,523+21.2% | Added |
| Rhumbline Advisers | 394,881 | $10.4M | 0.02% | +9,340+2.4% | Added |
| Marshall Wace, LLP | 415,610 | $11.0M | 0.03% | +415,610 | New |
| SEI Investments Co | 420,541 | $11.1M | 0.02% | +16,251+4.0% | Added |
| First Trust Advisors LP | 427,094 | $11.3M | 0.01% | +400,787+1,523.5% | Added |
| Renaissance Technologies LLC | 450,500 | $11.9M | 0.02% | +143,500+46.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 453,112 | $11.9M | 0.05% | +231,429+104.4% | Added |
| State Board of Administration of Florida Retirement System | 460,980 | $12.1M | 0.03% | 00.0% | Unchanged |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 502,868 | $13.3M | 0.08% | +28,106+5.9% | Added |
| Interval Partners, LP | 506,558 | $13.3M | 0.79% | +200,672+65.6% | Added |
| New York State Common Retirement Fund | 527,424 | $13.9M | 0.02% | +42,567+8.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 530,833 | $14.0M | 0.11% | +412,786+349.7% | Added |
| Callodine Capital Management, LP | 533,920 | $14.1M | 4.43% | +44,990+9.2% | Added |
| Citadel Advisors LLC | 536,069 | $14.1M | 0.02% | −317,282−37.2% | Reduced |
| Putnam Investments LLC | 557,674 | $14.7M | 0.03% | +317+0.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 582,269 | $15.3M | 0.04% | −1,743−0.3% | Reduced |
| O'Shaughnessy Asset Management, LLC | 587,507 | $15.5M | 0.29% | −175,442−23.0% | Reduced |
| Wells Fargo & Company | 589,083 | $15.5M | 0.01% | +214,646+57.3% | Added |
| Allspring Global Investments Holdings, LLC | 610,271 | $16.1M | 0.03% | +601,767+7,076.3% | Added |
| AQR Capital Management LLC | 623,548 | $16.4M | 0.04% | −309,505−33.2% | Reduced |
| Alyeska Investment Group, L.P. | 639,046 | $16.8M | 0.20% | −223,544−25.9% | Reduced |
| State of Wisconsin Investment Board | 640,972 | $16.9M | 0.05% | −53,681−7.7% | Reduced |
| California State Teachers Retirement System | 643,215 | $16.9M | 0.03% | −24,765−3.7% | Reduced |
| LSV Asset Management | 645,777 | $17.0M | 0.04% | +284,522+78.8% | Added |
| Algebris (UK) Ltd | 652,189 | $17.0M | 7.64% | −161,559−19.9% | Reduced |
| APG Asset Management N.V. | 670,910 | $18.0M | 0.05% | +800+0.1% | Added |
| Gillson Capital LP | 730,701 | $19.3M | 1.77% | −638,888−46.6% | Reduced |
| Soapstone Management L.P. | 800,000 | $21.1M | 8.48% | +50,000+6.7% | Added |
| Amundi | 782,881 | $22.7M | 0.01% | +295,857+60.7% | Added |
| Storebrand Asset Management AS | 891,986 | $23.5M | 0.14% | −34,750−3.7% | Reduced |
| California Public Employees Retirement System | 894,307 | $23.6M | 0.02% | +214,219+31.5% | Added |
| Russell Investments Group, Ltd. | 898,623 | $23.7M | 0.05% | +371,494+70.5% | Added |
| Swedbank AB | 918,963 | $24.2M | 0.06% | +107,430+13.2% | Added |
| Schonfeld Strategic Advisors LLC | 923,899 | $24.3M | 0.20% | −250,971−21.4% | Reduced |
| Point72 Asset Management, L.P. | 937,461 | $24.7M | 0.11% | −298,700−24.2% | Reduced |
| STRS Ohio | 1,000,309 | $26.4M | 0.13% | +397,654+66.0% | Added |
| Wedge Capital Management L L P | 1,001,852 | $26.4M | 0.45% | −22,782−2.2% | Reduced |
| Ameriprise Financial Inc | 1,019,847 | $26.9M | 0.01% | +26,172+2.6% | Added |
| Barclays PLC | 1,059,991 | $27.9M | 0.03% | +17,438+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,154 | $28.5M | 0.02% | −4,542−0.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,155,415 | $30.4M | 1.85% | +1,097,586+1,898.0% | Added |
| Poplar Forest Capital LLC | 1,271,809 | $33.5M | 4.27% | +873+0.1% | Added |
| Panagora Asset Management Inc | 1,274,107 | $33.6M | 0.23% | +1,189,532+1,406.5% | Added |
| Credit Suisse AG | 1,287,945 | $33.9M | 0.04% | +353,243+37.8% | Added |
| Artemis Investment Management LLP | 1,306,202 | $34.4M | 0.39% | +1,528+0.1% | Added |
| UBS Asset Management Americas Inc | 1,345,182 | $35.4M | 0.02% | +120,184+9.8% | Added |
| Robeco Institutional Asset Management B.V. | 1,402,947 | $37.0M | 0.12% | −212,988−13.2% | Reduced |
| Schroder Investment Management Group | 1,627,987 | $42.9M | 0.07% | +1,559,744+2,285.6% | Added |
| Bank of New York Mellon Corp | 1,715,556 | $45.2M | 0.01% | +437,502+34.2% | Added |
| Royal Bank of Canada | 1,734,267 | $45.7M | 0.02% | +1,140,288+192.0% | Added |
| Arrowstreet Capital, Limited Partnership | 1,859,938 | $49.0M | 0.07% | +1,859,938 | New |
| Bank of America Corp | 1,865,871 | $49.2M | 0.01% | −140,327−7.0% | Reduced |
| GMT Capital Corp | 1,882,000 | $49.6M | 3.08% | −315,100−14.3% | Reduced |
| Voya Investment Management LLC | 1,977,874 | $52.1M | 0.06% | +341,524+20.9% | Added |
| Legal & General Group Plc | 2,040,424 | $53.8M | 0.02% | −174,833−7.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,050,916 | $54.0M | 0.02% | +14,866+0.7% | Added |
| Deutsche Bank AG | 2,399,528 | $63.2M | 0.04% | +1,603,033+201.3% | Added |
| Goldman Sachs Group Inc | 2,402,052 | $63.3M | 0.02% | −1,031,213−30.0% | Reduced |
| Northern Trust Corp | 2,817,325 | $74.2M | 0.02% | +189,229+7.2% | Added |
| Ensign Peak Advisors, Inc | 2,978,323 | $78.5M | 0.19% | −1,065,827−26.4% | Reduced |
| Morgan Stanley | 3,120,800 | $82.2M | 0.01% | −223,428−6.7% | Reduced |
| FIL Ltd | 3,248,137 | $85.6M | 0.11% | −7,156−0.2% | Reduced |
| Clearbridge Investments, LLC | 3,469,811 | $91.4M | 0.09% | −9,900−0.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,511,154 | $92.5M | 0.40% | −66,600−1.9% | Reduced |
| Neuberger Berman Group LLC | 3,917,357 | $103.2M | 0.11% | +766,449+24.3% | Added |
| Samlyn Capital, LLC | 4,393,359 | $115.8M | 2.21% | +517,783+13.4% | Added |
| Dimensional Fund Advisors LP | 4,610,467 | $121.5M | 0.05% | −279,829−5.7% | Reduced |
| Nuveen Asset Management, LLC | 4,730,016 | $124.6M | 0.05% | −1,661,858−26.0% | Reduced |
| FMR LLC | 4,823,545 | $127.1M | 0.01% | −193,522−3.9% | Reduced |
| Ci Investments Inc. | 5,000,394 | $131.8M | 0.68% | −593,505−10.6% | Reduced |
| Geode Capital Management, LLC | 5,489,930 | $144.6M | 0.02% | +604,762+12.4% | Added |
| Thornburg Investment Management Inc | 5,664,401 | $149.3M | 2.64% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 5,817,445 | $153.3M | 0.42% | −6,102−0.1% | Reduced |
| Sessa Capital IM, L.P. | 6,931,147 | $182.6M | 13.04% | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 8,000,000 | $210.8M | 29.98% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 9,276,544 | $244.4M | 0.09% | +481,553+5.5% | Added |
| State Street Corp | 9,781,389 | $257.7M | 0.02% | +330,125+3.5% | Added |
| Invesco Ltd. | 11,628,292 | $306.4M | 0.10% | −72,408−0.6% | Reduced |
| Canada Pension Plan Investment Board | 18,167,887 | $478.7M | 0.81% | −75,135−0.4% | Reduced |
| Wellington Management Group LLP | 20,953,028 | $552.1M | 0.12% | +7,392,714+54.5% | Added |
| Norges Bank | 21,065,191 | $555.1M | 0.15% | −2,430,305−10.3% | Reduced |
| Pzena Investment Management LLC | 22,868,511 | $602.6M | 2.99% | +720,979+3.3% | Added |
| BlackRock Inc. | 30,420,427 | $801.6M | 0.03% | −774,830−2.5% | Reduced |
| Price T Rowe Associates Inc | 33,106,476 | $872.4M | 0.14% | −1,543,824−4.5% | Reduced |
| Vanguard Group Inc | 37,734,736 | $994.3M | 0.03% | −1,940,097−4.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −419,277−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −323,129−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −217,727−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −172,274−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −135,991−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −121,614−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −107,090−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −96,132−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −78,300−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −44,272−100.0% | Sold out |