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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 38,304 | $1.01M | 0.00% | +2,532+7.1% | Added |
| Squarepoint Ops LLC | 37,885 | $998.0K | 0.01% | −571,024−93.8% | 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 |
| Westpac Banking Corp | 37,309 | $983.1K | 0.01% | −1,651−4.2% | Reduced |
| Public Sector Pension Investment Board | 35,600 | $938.0K | 0.01% | +35,600 | New |
| Ruane, Cunniff & Goldfarb L.P. | 33,972 | $895.0K | 0.01% | +2,018+6.3% | Added |
| AMG National Trust Bank | 33,864 | $892.0K | 0.03% | +225+0.7% | Added |
| CX Institutional | 33,403 | $880.0K | 0.06% | +9,191+38.0% | Added |
| Rockefeller Capital Management L.P. | 32,503 | $856.0K | 0.00% | −19,583−37.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 32,193 | $848.0K | 0.49% | +130.0% | Added |
| Candriam Luxembourg S.C.A. | 31,352 | $826.0K | 0.01% | +31,352 | New |
| Janus Henderson Group PLC | 31,270 | $824.0K | 0.00% | −5,151−14.1% | Reduced |
| Allianz Asset Management GmbH | 30,657 | $808.0K | 0.00% | +6,490+26.9% | Added |
| Royce & Associates LP | 30,000 | $790.0K | 0.01% | −35,000−53.8% | Reduced |
| The PNC Financial Services Group, Inc. | 29,633 | $781.0K | 0.00% | +21,827+279.6% | Added |
| Maryland State Retirement & Pension System | 29,473 | $777.0K | 0.06% | 00.0% | Unchanged |
| Teza Capital Management LLC | 29,316 | $772.0K | 0.16% | +15,593+113.6% | Added |
| TD Asset Management Inc | 28,840 | $771.0K | 0.00% | −1,400−4.6% | Reduced |
| Walleye Trading LLC | 28,847 | $760.0K | 0.02% | +17,527+154.8% | Added |
| Elo Mutual Pension Insurance Co | 28,616 | $754.0K | 0.03% | −2,091−6.8% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 28,069 | $740.0K | 0.02% | +28,069 | New |
| Intech Investment Management LLC | 27,143 | $715.2K | 0.01% | −939−3.3% | Reduced |
| Weiss Asset Management LP | 26,575 | $700.0K | 0.02% | +26,575 | New |
| Gsa Capital Partners LLP | 24,349 | $642.0K | 0.09% | −13,027−34.9% | Reduced |
| Ontario Teachers Pension Plan Board | 24,316 | $641.0K | 0.01% | +8,866+57.4% | Added |
| Assetmark, Inc | 24,075 | $634.0K | 0.00% | +8,617+55.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $633.0K | 0.01% | +238+1.0% | Added |
| Integrated Advisors Network LLC | 23,925 | $630.0K | 0.04% | +552+2.4% | Added |
| ProShare Advisors LLC | 23,442 | $618.0K | 0.00% | −1,652−6.6% | Reduced |
| Guggenheim Capital LLC | 23,028 | $607.0K | 0.01% | +1,249+5.7% | Added |
| AdvisorNet Financial, Inc | 22,188 | $585.0K | 0.06% | +2,161+10.8% | Added |
| Icon Advisers Inc | 21,600 | $569.0K | 0.16% | −11,000−33.7% | Reduced |
| M Holdings Securities, Inc. | 20,869 | $550.0K | 0.06% | +250+1.2% | Added |
| Versor Investments LP | 20,251 | $534.0K | 0.03% | +20,251 | New |
| Anchor Investment Management, LLC | 20,123 | $530.2K | 0.08% | +1,006+5.3% | Added |
| Daiwa Securities Group Inc. | 20,093 | $529.0K | 0.00% | 00.0% | Unchanged |
| Greenleaf Trust | 19,613 | $517.0K | 0.01% | +632+3.3% | Added |
| Swiss Life Asset Management Ltd | 19,440 | $511.9K | 0.01% | −1,187−5.8% | Reduced |
| CIBC Asset Management Inc | 18,799 | $495.0K | 0.00% | +52+0.3% | Added |
| MAI Capital Management | 18,608 | $490.0K | 0.01% | +18,608 | New |
| TD Private Client Wealth LLC | 18,445 | $486.0K | 0.02% | +491+2.7% | Added |
| Shell Asset Management Co | 18,046 | $476.0K | 0.02% | −1,374−7.1% | Reduced |
| E. Ohman J:or Asset Management AB | 17,900 | $471.7K | 0.02% | −3,100−14.8% | Reduced |
| State of Michigan Retirement System | 17,786 | $469.0K | 0.00% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 17,614 | $464.0K | 0.00% | −6,271−26.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 17,590 | $463.0K | 0.01% | +8,083+85.0% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,300 | $456.0K | 0.00% | +17,300 | New |
| 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 |
| Ritholtz Wealth Management | 17,017 | $448.0K | 0.02% | +8,087+90.6% | Added |
| Brown Advisory Inc | 16,865 | $444.0K | 0.00% | +1,630+10.7% | Added |
| Equitable Holdings, Inc. | 16,586 | $437.0K | 0.01% | +868+5.5% | Added |
| Stephens Inc | 16,260 | $428.0K | 0.01% | +842+5.5% | Added |
| CSS LLC | 15,500 | $408.0K | 0.02% | +5,000+47.6% | Added |
| Ethic Inc. | 15,125 | $399.0K | 0.03% | −1,618−9.7% | Reduced |
| M&T Bank Corp | 14,184 | $372.0K | 0.00% | +514+3.8% | Added |
| Gotham Asset Management, LLC | 13,996 | $369.0K | 0.01% | +1,788+14.6% | Added |
| Mariner, LLC | 13,961 | $368.0K | 0.00% | +2,089+17.6% | Added |
| Advisor Group Holdings, Inc. | 13,806 | $365.0K | 0.00% | +1,668+13.7% | Added |
| Kestra Advisory Services, LLC | 13,361 | $352.0K | 0.00% | −6,712−33.4% | Reduced |
| CTC Capital Management, LLC | 13,200 | $348.0K | 0.29% | +13,200 | New |
| Glenmede Trust Co NA | 13,018 | $342.0K | 0.00% | −634−4.6% | Reduced |
| Signaturefd, LLC | 12,917 | $340.0K | 0.01% | +751+6.2% | Added |
| Manufacturers Life Insurance Company, The | 11,936 | $314.5K | 0.00% | −746−5.9% | Reduced |
| Arden Trust Co | 11,762 | $310.0K | 0.08% | +307+2.7% | Added |
| 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 |
| Rothschild Investment Corp | 11,425 | $301.0K | 0.03% | 00.0% | Unchanged |
| US Bancorp | 11,286 | $297.0K | 0.00% | +556+5.2% | Added |
| Aquatic Capital Management LLC | 11,000 | $290.0K | 0.03% | +11,000 | New |
| Allstate Corp | 10,897 | $287.0K | 0.01% | −3,602−24.8% | Reduced |
| 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 |
| Alps Advisors Inc | 10,588 | $279.0K | 0.00% | +10,588 | New |
| Banque Pictet & Cie SA | 10,452 | $275.4K | 0.00% | −6,725−39.2% | Reduced |
| Verdence Capital Advisors LLC | 10,367 | $273.0K | 0.04% | −2,808−21.3% | Reduced |
| Baird Financial Group, Inc. | 10,248 | $270.0K | 0.00% | +10,248 | New |
| Mackenzie Financial Corp | 10,209 | $269.0K | 0.00% | +10,209 | New |
| Ellsworth Advisors, LLC | 9,876 | $260.0K | 0.11% | +873+9.7% | Added |
| Symmetry Partners, LLC | 9,746 | $257.0K | 0.02% | +1,927+24.6% | Added |
| Integrated Wealth Concepts LLC | 9,712 | $256.0K | 0.01% | −39−0.4% | Reduced |
| Boothbay Fund Management, LLC | 9,679 | $255.0K | 0.01% | −846−8.0% | Reduced |
| 44 Wealth Management LLC | 9,610 | $253.0K | 0.10% | −52−0.5% | Reduced |
| Corient Capital Partners, LLC | 9,267 | $242.0K | 0.02% | 00.0% | Unchanged |
| Echo Street Capital Management LLC | 9,048 | $238.0K | 0.00% | +9,048 | New |
| Vestcor Inc | 8,982 | $237.0K | 0.01% | −84−0.9% | Reduced |
| Veriti Management LLC | 8,763 | $231.0K | 0.03% | −117−1.3% | Reduced |
| Pitcairn Co | 8,785 | $231.0K | 0.03% | +853+10.8% | Added |
| Park Avenue Securities LLC | 8,753 | $231.0K | 0.00% | +8,753 | New |
| Prudential PLC | 8,717 | $230.0K | 0.00% | +296+3.5% | Added |
| Chilton Investment Co LLC | 8,600 | $227.0K | 0.01% | −349,720−97.6% | Reduced |
| MML Investors Services, LLC | 8,359 | $220.0K | 0.00% | +8,359 | New |
| Bank of Nova Scotia | 8,282 | $218.0K | 0.00% | −62,118−88.2% | Reduced |
| Yousif Capital Management, LLC | 8,281 | $218.0K | 0.00% | −1,410−14.5% | Reduced |
| Forum Financial Management, LP | 8,227 | $217.0K | 0.01% | −1,956−19.2% | Reduced |
| PGGM Investments | 8,063 | $212.0K | 0.00% | +8,063 | New |
| Engineers Gate Manager LP | 7,935 | $209.0K | 0.01% | −35,666−81.8% | Reduced |
| Pacific Global Investment Management CO | 7,865 | $207.0K | 0.05% | −420−5.1% | Reduced |
| Capula Management Ltd | 7,760 | $204.0K | 0.03% | +7,760 | New |