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, Q4 2022
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 413
- +31 vs. Q3 2022
- Shares held
- 361.3M
- −6.25M (−1.7%) vs. Q3 2022
- Total value
- $10.4B
- +$683.3M (+7.1%) vs. Q3 2022
- New holders
- 73
- 151 more added
- Sold out
- 42
- 136 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,781,024 | $1.08B | 0.03% | +46,288+0.1% | Added |
| Price T Rowe Associates Inc | 32,669,066 | $937.6M | 0.15% | −437,410−1.3% | Reduced |
| BlackRock Inc. | 32,221,445 | $924.8M | 0.03% | +1,801,018+5.9% | Added |
| Pzena Investment Management LLC | 22,605,769 | $648.8M | 2.87% | −262,742−1.1% | Reduced |
| Norges Bank | 19,287,784 | $553.6M | 0.13% | −1,777,407−8.4% | Reduced |
| Wellington Management Group LLP | 19,011,235 | $545.6M | 0.11% | −1,941,793−9.3% | Reduced |
| Canada Pension Plan Investment Board | 18,167,887 | $521.4M | 0.92% | 00.0% | Unchanged |
| Invesco Ltd. | 10,693,682 | $306.9M | 0.09% | −934,610−8.0% | Reduced |
| State Street Corp | 9,596,869 | $275.4M | 0.02% | −184,520−1.9% | Reduced |
| Massachusetts Financial Services Co | 9,359,306 | $268.6M | 0.09% | +82,762+0.9% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $218.1M | 26.53% | −400,000−5.0% | Reduced |
| Sessa Capital IM, L.P. | 6,931,147 | $198.9M | 12.23% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 6,275,967 | $180.1M | 0.47% | +458,522+7.9% | Added |
| Ci Investments Inc. | 5,728,603 | $164.4M | 0.83% | +728,209+14.6% | Added |
| Thornburg Investment Management Inc | 5,664,401 | $162.6M | 2.75% | 00.0% | Unchanged |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,212,460 | $149.6M | 0.75% | +5,212,460 | New |
| Geode Capital Management, LLC | 4,750,226 | $136.1M | 0.02% | −739,704−13.5% | Reduced |
| FMR LLC | 4,303,303 | $123.5M | 0.01% | −520,242−10.8% | Reduced |
| Dimensional Fund Advisors LP | 4,230,385 | $121.4M | 0.04% | −380,082−8.2% | Reduced |
| Nuveen Asset Management, LLC | 4,212,650 | $120.9M | 0.05% | −517,366−10.9% | Reduced |
| Clearbridge Investments, LLC | 3,423,379 | $98.3M | 0.10% | −46,432−1.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,384,212 | $97.1M | 0.37% | −126,942−3.6% | Reduced |
| FIL Ltd | 3,269,975 | $93.8M | 0.11% | +21,838+0.7% | Added |
| Morgan Stanley | 3,086,709 | $88.6M | 0.01% | −34,091−1.1% | Reduced |
| Goldman Sachs Group Inc | 3,009,977 | $86.4M | 0.02% | +607,925+25.3% | Added |
| Ensign Peak Advisors, Inc | 2,969,215 | $85.2M | 0.19% | −9,108−0.3% | Reduced |
| Northern Trust Corp | 2,932,235 | $84.2M | 0.02% | +114,910+4.1% | Added |
| Deutsche Bank AG | 2,502,191 | $71.8M | 0.04% | +102,663+4.3% | Added |
| Bank of New York Mellon Corp | 2,271,292 | $65.2M | 0.01% | +555,736+32.4% | Added |
| Charles Schwab Investment Management Inc | 2,100,865 | $60.3M | 0.02% | +49,949+2.4% | Added |
| Legal & General Group Plc | 2,040,627 | $58.6M | 0.02% | +2030.0% | Added |
| Schroder Investment Management Group | 1,812,808 | $52.0M | 0.08% | +184,821+11.4% | Added |
| UBS Asset Management Americas Inc | 1,647,952 | $47.3M | 0.02% | +302,770+22.5% | Added |
| GMT Capital Corp | 1,576,000 | $45.2M | 2.09% | −306,000−16.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,477,342 | $42.4M | 0.12% | +74,395+5.3% | Added |
| Samlyn Capital, LLC | 1,360,291 | $39.0M | 0.77% | −3,033,068−69.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,345,994 | $38.6M | 0.63% | +758,487+129.1% | Added |
| Artemis Investment Management LLP | 1,250,834 | $36.0M | 0.41% | −55,368−4.2% | Reduced |
| Barclays PLC | 1,249,251 | $35.9M | 0.03% | +189,260+17.9% | Added |
| Ameriprise Financial Inc | 1,225,428 | $35.2M | 0.01% | +205,581+20.2% | Added |
| Point72 Asset Management, L.P. | 1,221,600 | $35.1M | 0.13% | +284,139+30.3% | Added |
| Amundi | 1,109,431 | $33.9M | 0.02% | +326,550+41.7% | Added |
| Alyeska Investment Group, L.P. | 1,152,769 | $33.1M | 0.34% | +513,723+80.4% | Added |
| Royal Bank of Canada | 1,140,472 | $32.7M | 0.01% | −593,795−34.2% | Reduced |
| Poplar Forest Capital LLC | 1,137,594 | $32.6M | 3.94% | −134,215−10.6% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,134,547 | $32.6M | 1.75% | −20,868−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,098,424 | $31.5M | 0.02% | +15,270+1.4% | Added |
| Wedge Capital Management L L P | 1,042,587 | $29.9M | 0.48% | +40,735+4.1% | Added |
| Credit Suisse AG | 1,036,806 | $29.8M | 0.03% | −251,139−19.5% | Reduced |
| Neuberger Berman Group LLC | 1,026,524 | $29.5M | 0.03% | −2,890,833−73.8% | Reduced |
| Voya Investment Management LLC | 985,413 | $28.3M | 0.03% | −992,461−50.2% | Reduced |
| Swedbank AB | 967,796 | $27.8M | 0.06% | +48,833+5.3% | Added |
| Bank of America Corp | 964,725 | $27.7M | 0.00% | −901,146−48.3% | Reduced |
| Storebrand Asset Management AS | 884,592 | $25.4M | 0.14% | −7,394−0.8% | Reduced |
| California Public Employees Retirement System | 875,734 | $25.1M | 0.02% | −18,573−2.1% | Reduced |
| Panagora Asset Management Inc | 814,698 | $23.4M | 0.15% | −459,409−36.1% | Reduced |
| STRS Ohio | 807,687 | $23.2M | 0.10% | −192,622−19.3% | Reduced |
| Wells Fargo & Company | 791,806 | $22.7M | 0.01% | +202,723+34.4% | Added |
| Arrowstreet Capital, Limited Partnership | 790,359 | $22.7M | 0.03% | −1,069,579−57.5% | Reduced |
| AQR Capital Management LLC | 731,180 | $21.0M | 0.05% | +107,632+17.3% | Added |
| APG Asset Management N.V. | 690,606 | $19.8M | 0.04% | +19,696+2.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 671,914 | $19.3M | 0.07% | +218,802+48.3% | Added |
| California State Teachers Retirement System | 667,440 | $19.2M | 0.03% | +24,225+3.8% | Added |
| Soapstone Management L.P. | 650,000 | $18.7M | 7.87% | −150,000−18.8% | Reduced |
| Millennium Management LLC | 644,753 | $18.5M | 0.02% | +391,960+155.1% | Added |
| LSV Asset Management | 631,677 | $18.1M | 0.04% | −14,100−2.2% | Reduced |
| Twinbeech Capital LP | 626,000 | $18.0M | 0.34% | +626,000 | New |
| State of Wisconsin Investment Board | 615,059 | $17.7M | 0.06% | −25,913−4.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 604,137 | $17.3M | 0.05% | +21,868+3.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 592,074 | $17.0M | 0.13% | +61,241+11.5% | Added |
| Aviva PLC | 574,966 | $16.5M | 0.08% | +182,535+46.5% | Added |
| Russell Investments Group, Ltd. | 555,803 | $16.0M | 0.03% | −342,820−38.1% | Reduced |
| Putnam Investments LLC | 549,847 | $15.8M | 0.03% | −7,827−1.4% | Reduced |
| Callodine Capital Management, LP | 518,602 | $14.9M | 4.49% | −15,318−2.9% | Reduced |
| New York State Common Retirement Fund | 515,817 | $14.8M | 0.02% | −11,607−2.2% | Reduced |
| Gillson Capital LP | 497,176 | $14.3M | 1.08% | −233,525−32.0% | Reduced |
| Glenmede Trust Co NA | 489,273 | $14.0M | 0.08% | +476,255+3,658.4% | Added |
| State Board of Administration of Florida Retirement System | 447,610 | $12.8M | 0.03% | −13,370−2.9% | Reduced |
| D. E. Shaw & Co., Inc. | 442,391 | $12.7M | 0.02% | +280,473+173.2% | Added |
| Rhumbline Advisers | 408,892 | $11.7M | 0.02% | +14,011+3.5% | Added |
| JPMorgan Chase & Co | 406,913 | $11.7M | 0.00% | +212,111+108.9% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396,193 | $11.3M | 0.03% | +15,662+4.1% | Added |
| Envestnet Asset Management Inc | 379,492 | $10.9M | 0.01% | +46,969+14.1% | Added |
| First Trust Advisors LP | 379,087 | $10.9M | 0.01% | −48,007−11.2% | Reduced |
| Interval Partners, LP | 373,337 | $10.7M | 0.86% | −133,221−26.3% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 370,636 | $10.6M | 0.06% | −132,232−26.3% | Reduced |
| Brandywine Global Investment Management, LLC | 340,814 | $9.78M | 0.08% | +22,252+7.0% | Added |
| Prana Capital Management, LP | 335,295 | $9.62M | 0.74% | −30,205−8.3% | Reduced |
| Community Trust & Investment Co | 334,158 | $9.59M | 0.87% | −6,015−1.8% | Reduced |
| Great West Life Assurance Co | 330,638 | $9.53M | 0.03% | +1,484+0.5% | Added |
| SEI Investments Co | 328,568 | $9.43M | 0.02% | −91,973−21.9% | Reduced |
| HSBC Holdings PLC | 318,546 | $9.14M | 0.01% | +164,059+106.2% | Added |
| Raymond James & Associates | 288,316 | $8.27M | 0.01% | +21,565+8.1% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $8.01M | 0.14% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 278,761 | $8.00M | 0.06% | +20,737+8.0% | Added |
| Assenagon Asset Management S.A. | 277,949 | $7.98M | 0.03% | +201,955+265.8% | Added |
| Brookfield Asset Management Inc. | 268,519 | $7.71M | 0.03% | +268,519 | New |
| Algebris (UK) Ltd | 263,475 | $7.53M | 3.46% | −388,714−59.6% | Reduced |
| American Century Companies Inc | 256,745 | $7.37M | 0.01% | +61,628+31.6% | Added |
| Oppenheimer Asset Management Inc. | 250,201 | $7.18M | 0.12% | −5,260−2.1% | Reduced |