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 |
|---|---|---|---|---|---|
| FJ Capital Management LLC | 0 | $0 | 0.00% | −32,000−100.0% | Sold out |
| Bridgewater Associates, LP | 0 | $0 | 0.00% | −31,290−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −26,950−100.0% | Sold out |
| Repertoire Partners LP | 0 | $0 | 0.00% | −25,100−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −23,745−100.0% | Sold out |
| Gabelli Funds LLC | 0 | $0 | 0.00% | −23,000−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −20,511−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −19,927−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −19,805−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −19,102−100.0% | Sold out |
| Man Group plc | 0 | $0 | 0.00% | – | Sold out |
| Pendal Group Limited | 0 | $0 | 0.00% | −16,214−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −15,960−100.0% | Sold out |
| Raffles Associates LP | 0 | $0 | 0.00% | −15,000−100.0% | Sold out |
| Delphia (USA) Inc. | 0 | $0 | 0.00% | −14,459−100.0% | Sold out |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −13,505−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −13,100−100.0% | Sold out |
| Corton Capital Inc. | 0 | $0 | 0.00% | −12,856−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −12,067−100.0% | Sold out |
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −11,510−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −9,846−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −8,785−100.0% | Sold out |
| Cerity Partners LLC | 0 | $0 | 0.00% | −8,400−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −5,634−100.0% | Sold out |
| Covestor Ltd | 0 | $0 | 0.00% | −430−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −395−100.0% | Sold out |
| Prospera Financial Services Inc | 0 | $0 | 0.00% | −77−100.0% | Sold out |
| Albion Financial Group | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Patriot Financial Group Insurance Agency, LLC | 0 | $0 | 0.00% | −53−100.0% | Sold out |
| Tfo-TDC, LLC | 0 | $0 | 0.00% | −43−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −70−100.0% | Sold out |
| Venture Visionary Partners LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| Geneos Wealth Management Inc. | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Sciencast Management LP | – | – | – | – | Not filed |
| Intersect Capital LLC | – | – | – | – | Not filed |
| Lake Point Wealth Management | – | – | – | – | Not filed |
| Fieldpoint Private Securities, LLC | – | – | – | – | Not filed |