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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 216,400 | $5.70M | 0.06% | −12,400−5.4% | Reduced |
| Jacobs Levy Equity Management, Inc | 215,938 | $5.69M | 0.04% | −14,258−6.2% | Reduced |
| State of New Jersey Common Pension Fund D | 213,293 | $5.62M | 0.02% | 00.0% | Unchanged |
| Hyperion Capital Advisors LP | 200,061 | $5.27M | 2.60% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 199,443 | $5.25M | 1.64% | +3,482+1.8% | Added |
| American Century Companies Inc | 195,117 | $5.14M | 0.00% | +38,848+24.9% | Added |
| JPMorgan Chase & Co | 194,802 | $5.13M | 0.00% | +32,430+20.0% | Added |
| Public Employees Retirement System of Ohio | 194,017 | $5.11M | 0.02% | −3,643−1.8% | Reduced |
| Natixis Advisors, L.P. | 180,938 | $4.77M | 0.02% | +20,669+12.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 180,997 | $4.72M | 0.06% | 00.0% | Unchanged |
| Citigroup Inc | 174,789 | $4.61M | 0.01% | −63,715−26.7% | Reduced |
| Eaton Vance Management | 169,912 | $4.48M | 0.01% | −1,174−0.7% | Reduced |
| Keeley-Teton Advisors, LLC | 167,707 | $4.42M | 0.61% | +1,624+1.0% | Added |
| Uniplan Investment Counsel, Inc. | 167,606 | $4.42M | 0.34% | +81,659+95.0% | Added |
| Nordea Investment Management AB | 160,044 | $4.30M | 0.01% | −49,381−23.6% | Reduced |
| Asset Management One Co.,Ltd. | 162,367 | $4.28M | 0.02% | +5,285+3.4% | Added |
| D. E. Shaw & Co., Inc. | 161,918 | $4.27M | 0.01% | −152,674−48.5% | Reduced |
| Treasurer of the State of North Carolina | 160,348 | $4.22M | 0.03% | −1,650−1.0% | Reduced |
| HRT Financial LP | 159,269 | $4.20M | 0.05% | +20,119+14.5% | Added |
| Mercer Global Advisors Inc | 157,358 | $4.15M | 0.02% | +136,617+658.7% | Added |
| Voloridge Investment Management, LLC | 156,580 | $4.13M | 0.02% | −799,350−83.6% | Reduced |
| Highland Capital Management, LLC | 156,270 | $4.12M | 0.32% | −330−0.2% | Reduced |
| HSBC Holdings PLC | 154,487 | $4.11M | 0.01% | −54,209−26.0% | Reduced |
| Pictet Asset Management SA | 154,647 | $4.08M | 0.01% | +695+0.5% | Added |
| Foster & Motley Inc | 140,338 | $3.70M | 0.35% | −7,172−4.9% | Reduced |
| Caisse de Depot Et Placement du Quebec | 138,778 | $3.66M | 0.01% | −100,000−41.9% | Reduced |
| Victory Capital Management Inc | 138,336 | $3.65M | 0.00% | +48,501+54.0% | Added |
| Two Sigma Investments, LP | 134,700 | $3.55M | 0.01% | +120,300+835.4% | Added |
| Stifel Financial Corp | 133,606 | $3.52M | 0.01% | −14,688−9.9% | Reduced |
| AXA S.A. | 132,492 | $3.49M | 0.01% | +132,492 | New |
| Holocene Advisors, LP | 131,019 | $3.45M | 0.02% | −80,258−38.0% | Reduced |
| Hohimer Wealth Management, LLC | 130,008 | $3.43M | 1.10% | +1,488+1.2% | Added |
| Royal London Asset Management Ltd | 130,012 | $3.42M | 0.02% | 00.0% | Unchanged |
| Eagle Asset Management Inc | 129,971 | $3.42M | 0.02% | −2,874−2.2% | Reduced |
| Kempner Capital Management Inc. | 129,340 | $3.41M | 2.25% | 00.0% | Unchanged |
| Andra AP-fonden | 126,000 | $3.32M | 0.11% | −54,700−30.3% | Reduced |
| Susquehanna International Group, LLP | 123,252 | $3.25M | 0.01% | −33,059−21.1% | Reduced |
| UBS Group AG | 120,744 | $3.18M | 0.00% | −88,811−42.4% | Reduced |
| BTC Capital Management, Inc. | 116,516 | $3.07M | 0.40% | +12,794+12.3% | Added |
| Arizona State Retirement System | 104,612 | $2.76M | 0.03% | −4,111−3.8% | Reduced |
| Alliancebernstein L.P. | 99,750 | $2.63M | 0.00% | −46,469−31.8% | Reduced |
| Oregon Public Employees Retirement Fund | 98,825 | $2.60M | 0.04% | −3,707−3.6% | Reduced |
| EJF Capital LLC | 96,821 | $2.55M | 0.50% | −29,245−23.2% | Reduced |
| DnB Asset Management AS | 93,687 | $2.47M | 0.02% | −2,699−2.8% | Reduced |
| American Trust Investment Advisors, LLC | 91,705 | $2.42M | 1.55% | +2,950+3.3% | Added |
| Macquarie Group Ltd | 89,485 | $2.36M | 0.00% | +74,071+480.5% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.35M | 0.01% | 00.0% | Unchanged |
| Kendall Capital Management | 88,209 | $2.32M | 1.35% | +2,140+2.5% | Added |
| Dynamic Technology Lab Private Ltd | 87,928 | $2.32M | 0.23% | +47,443+117.2% | Added |
| Franklin Resources Inc | 86,604 | $2.28M | 0.00% | +10,975+14.5% | Added |
| Alaska Permanent Fund Corp | 86,100 | $2.27M | 0.04% | 00.0% | Unchanged |
| Duality Advisers, LP | 84,689 | $2.23M | 0.24% | +63,840+306.2% | Added |
| B. Metzler seel. Sohn & Co. AG | 80,627 | $2.12M | 0.04% | −919−1.1% | Reduced |
| Toronto Dominion Bank | 80,006 | $2.11M | 0.00% | −4,984−5.9% | Reduced |
| Walleye Capital LLC | 79,643 | $2.10M | 0.05% | +67,728+568.4% | Added |
| IFM Investors Pty Ltd | 78,828 | $2.08M | 0.04% | +2,076+2.7% | Added |
| Standard Life Aberdeen plc | 76,704 | $2.02M | 0.01% | +35,307+85.3% | Added |
| Power Corp of Canada | 76,610 | $2.02M | 0.30% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 76,437 | $2.01M | 0.01% | +76,437 | New |
| Assenagon Asset Management S.A. | 75,994 | $2.00M | 0.01% | −2,692,978−97.3% | Reduced |
| DekaBank Deutsche Girozentrale | 75,395 | $1.99M | 0.01% | +318+0.4% | Added |
| Tredje AP-fonden | 75,188 | $1.98M | 0.04% | +75,188 | New |
| First National Bank of Omaha | 71,113 | $1.87M | 0.12% | −2,926−4.0% | Reduced |
| Rodgers Brothers Inc. | 70,500 | $1.86M | 0.40% | +54,000+327.3% | Added |
| Bank of Montreal | 58,876 | $1.82M | 0.00% | +16,642+39.4% | Added |
| Qube Research & Technologies Ltd | 68,964 | $1.82M | 0.01% | +68,964 | New |
| Utah Retirement Systems | 67,038 | $1.77M | 0.03% | −1,200−1.8% | Reduced |
| Greenwich Investment Management, Inc. | 66,133 | $1.74M | 1.37% | 00.0% | Unchanged |
| Balasa Dinverno & Foltz LLC | 65,040 | $1.71M | 0.11% | +13,315+25.7% | Added |
| Handelsbanken Fonder AB | 64,800 | $1.71M | 0.01% | +11,100+20.7% | Added |
| Gulf International Bank (UK) Ltd | 62,918 | $1.66M | 0.03% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 61,886 | $1.63M | 0.01% | −95,269−60.6% | Reduced |
| Chartwell Investment Partners, LLC | 61,346 | $1.62M | 0.07% | 00.0% | Unchanged |
| Edge Capital Group, LLC | 60,032 | $1.58M | 0.13% | +59,759+21,889.7% | Added |
| Townsend & Associates, Inc | 52,540 | $1.58M | 0.73% | +3,050+6.2% | Added |
| Principal Financial Group Inc | 59,043 | $1.56M | 0.00% | −8,779−12.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.50M | 0.19% | −15,000−20.9% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 54,971 | $1.45M | 0.01% | −406,630−88.1% | Reduced |
| Jane Street Group, LLC | 54,743 | $1.44M | 0.00% | −26,685−32.8% | Reduced |
| Maven Securities LTD | 52,888 | $1.39M | 0.06% | +11,200+26.9% | Added |
| Lazard Asset Management LLC | 52,331 | $1.38M | 0.00% | −478−0.9% | Reduced |
| Comerica Bank | 46,892 | $1.36M | 0.01% | +172+0.4% | Added |
| TCW Group Inc | 50,213 | $1.32M | 0.02% | +4,506+9.9% | Added |
| Nisa Investment Advisors, LLC | 49,597 | $1.31M | 0.01% | +26,697+116.6% | Added |
| Quinn Opportunity Partners LLC | 48,120 | $1.27M | 0.15% | −5,380−10.1% | Reduced |
| Worldquant Millennium Advisors LLC | 47,938 | $1.26M | 0.03% | −317,549−86.9% | Reduced |
| Redwood Investment Management, LLC | 47,702 | $1.26M | 0.26% | −174,416−78.5% | Reduced |
| Public Employees Retirement Association of Colorado | 46,455 | $1.22M | 0.01% | 00.0% | Unchanged |
| JustInvest LLC | 45,630 | $1.20M | 0.05% | +966+2.2% | Added |
| 1832 Asset Management L.P. | 45,565 | $1.20M | 0.00% | 00.0% | Unchanged |
| Jefferies Group LLC | 45,170 | $1.19M | 0.03% | +45,170 | New |
| Winton Group Ltd | 45,151 | $1.19M | 0.08% | −15,559−25.6% | Reduced |
| Nissay Asset Management Corp | 44,876 | $1.18M | 0.01% | +777+1.8% | Added |
| Horizon Investments, LLC | 43,748 | $1.15M | 0.04% | +43,748 | New |
| Trexquant Investment LP | 43,643 | $1.15M | 0.04% | +23,341+115.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 41,391 | $1.09M | 0.11% | +41,391 | New |
| Legacy Wealth Management, LLC | 40,870 | $1.08M | 0.73% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 40,171 | $1.06M | 0.00% | +25,111+166.7% | Added |
| Donoghue Forlines LLC | 38,748 | $1.02M | 0.37% | +38,748 | New |
| Verition Fund Management LLC | 38,351 | $1.01M | 0.01% | +18,556+93.7% | Added |