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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 7,841 | $225.0K | 0.01% | −386−4.7% | Reduced |
| Pacific Global Investment Management CO | 7,865 | $225.7K | 0.05% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 8,000 | $229.6K | 0.00% | +8,000 | New |
| Zacks Investment Management | 12,676 | $238.5K | 0.00% | +12,676 | New |
| MML Investors Services, LLC | 8,474 | $243.0K | 0.00% | +115+1.4% | Added |
| First National Advisers, LLC | 8,504 | $244.0K | 0.31% | +870+11.4% | Added |
| Vident Investment Advisory, LLC | 8,518 | $244.5K | 0.01% | +8,518 | New |
| Van Leeuwen & Company, LLC | 8,629 | $247.7K | 0.17% | +8,629 | New |
| Tokio Marine Asset Management Co Ltd | 8,694 | $249.5K | 0.02% | +8,694 | New |
| Bleakley Financial Group, LLC | 8,794 | $252.4K | 0.01% | +8,794 | New |
| FDx Advisors, Inc. | 8,818 | $253.0K | 0.01% | +8,818 | New |
| Veriti Management LLC | 8,833 | $253.5K | 0.03% | +70+0.8% | Added |
| Yousif Capital Management, LLC | 8,886 | $255.0K | 0.00% | +605+7.3% | Added |
| Versor Investments LP | 8,900 | $255.4K | 0.02% | −11,351−56.1% | Reduced |
| Vestcor Inc | 8,920 | $256.0K | 0.01% | −62−0.7% | Reduced |
| Integrated Wealth Concepts LLC | 9,088 | $261.0K | 0.01% | −624−6.4% | Reduced |
| Walleye Trading LLC | 9,407 | $270.0K | 0.01% | −19,440−67.4% | Reduced |
| 44 Wealth Management LLC | 9,518 | $273.2K | 0.09% | −92−1.0% | Reduced |
| Creative Planning | 9,569 | $274.6K | 0.00% | +9,569 | New |
| Seeyond | 9,661 | $277.3K | 0.03% | +5,532+134.0% | Added |
| Citadel Advisors LLC | 9,715 | $278.8K | 0.00% | −526,354−98.2% | Reduced |
| Symmetry Partners, LLC | 9,746 | $280.0K | 0.02% | 00.0% | Unchanged |
| Park Avenue Securities LLC | 9,781 | $281.0K | 0.00% | +1,028+11.7% | Added |
| Federation des caisses Desjardins du Quebec | 10,248 | $294.1K | 0.00% | +2,890+39.3% | Added |
| Alps Advisors Inc | 10,541 | $302.5K | 0.00% | −47−0.4% | Reduced |
| SG Americas Securities, LLC | 10,613 | $305.0K | 0.00% | +10,613 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,696 | $307.0K | 0.02% | +10,696 | New |
| M&T Bank Corp | 10,698 | $307.0K | 0.00% | −3,486−24.6% | Reduced |
| Metis Global Partners, LLC | 10,788 | $309.6K | 0.03% | +10,788 | New |
| The PNC Financial Services Group, Inc. | 11,057 | $317.3K | 0.00% | −18,576−62.7% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,125 | $319.3K | 0.08% | +11,125 | New |
| US Bancorp | 11,137 | $319.6K | 0.00% | −149−1.3% | Reduced |
| Allstate Corp | 11,345 | $325.6K | 0.01% | +448+4.1% | Added |
| Allstate Investment Management Co | 11,345 | $325.6K | 0.01% | +11,345 | New |
| Banque Pictet & Cie SA | 11,382 | $326.7K | 0.00% | +930+8.9% | Added |
| Rothschild Investment Corp | 11,425 | $328.0K | 0.03% | 00.0% | Unchanged |
| Boston Private Wealth LLC | 11,708 | $336.0K | 0.00% | +11,708 | New |
| Arden Trust Co | 11,736 | $336.8K | 0.07% | −26−0.2% | Reduced |
| Toroso Investments, LLC | 11,799 | $339.0K | 0.01% | +1,091+10.2% | Added |
| Stephens Inc | 12,692 | $364.3K | 0.01% | −3,568−21.9% | Reduced |
| Raymond James Trust N.A. | 12,824 | $368.0K | 0.01% | +1,293+11.2% | Added |
| CIBC Asset Management Inc | 13,010 | $373.4K | 0.00% | −5,789−30.8% | Reduced |
| Boothbay Fund Management, LLC | 13,015 | $373.5K | 0.01% | +3,336+34.5% | Added |
| Xponance, Inc. | 13,051 | $374.6K | 0.01% | +13,051 | New |
| Jacobs Levy Equity Management, Inc | 13,089 | $375.7K | 0.00% | −202,849−93.9% | Reduced |
| Shell Asset Management Co | 13,225 | $380.0K | 0.02% | −4,821−26.7% | Reduced |
| Bank of Nova Scotia | 13,541 | $388.6K | 0.00% | +5,259+63.5% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,708 | $393.4K | 0.01% | +13,708 | New |
| Swiss Life Asset Management Ltd | 13,832 | $398.4K | 0.01% | −5,608−28.8% | Reduced |
| Signaturefd, LLC | 14,002 | $401.9K | 0.01% | +1,085+8.4% | Added |
| Kestra Advisory Services, LLC | 14,162 | $406.4K | 0.00% | +801+6.0% | Added |
| Manufacturers Life Insurance Company, The | 14,263 | $409.3K | 0.00% | +2,327+19.5% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $421.9K | 0.02% | −3,200−17.9% | Reduced |
| Ellsworth Advisors, LLC | 14,017 | $425.0K | 0.16% | +4,141+41.9% | Added |
| Mariner, LLC | 14,926 | $428.0K | 0.00% | +965+6.9% | Added |
| Dynamic Technology Lab Private Ltd | 15,037 | $432.0K | 0.04% | −72,891−82.9% | Reduced |
| CSS LLC | 15,500 | $444.9K | 0.03% | 00.0% | Unchanged |
| Magnetar Financial LLC | 15,833 | $454.0K | 0.01% | +15,833 | New |
| Epoch Investment Partners, Inc. | 16,060 | $460.9K | 0.00% | −1,038−6.1% | Reduced |
| MQS Management LLC | 16,312 | $468.2K | 0.32% | +16,312 | New |
| Fox Run Management, L.L.C. | 16,523 | $474.2K | 0.19% | +16,523 | New |
| Brown Advisory Inc | 16,785 | $481.7K | 0.00% | −80−0.5% | Reduced |
| Equitable Holdings, Inc. | 17,399 | $499.4K | 0.01% | +813+4.9% | Added |
| Bridgefront Capital, LLC | 18,522 | $531.6K | 0.37% | +18,522 | New |
| Advisor Group Holdings, Inc. | 18,702 | $537.9K | 0.00% | +4,896+35.5% | Added |
| TD Private Client Wealth LLC | 19,082 | $547.7K | 0.03% | +637+3.5% | Added |
| Daiwa Securities Group Inc. | 20,093 | $577.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20,130 | $577.7K | 0.08% | +70.0% | Added |
| M Holdings Securities, Inc. | 20,469 | $587.0K | 0.06% | −400−1.9% | Reduced |
| Greenleaf Trust | 20,654 | $593.0K | 0.01% | +1,041+5.3% | Added |
| Point72 Middle East FZE | 20,929 | $600.7K | 0.05% | +20,929 | New |
| Icon Advisers Inc | 21,600 | $619.9K | 0.16% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 22,165 | $636.1K | 0.09% | −19,226−46.4% | Reduced |
| Guggenheim Capital LLC | 22,600 | $648.6K | 0.01% | −428−1.9% | Reduced |
| Prudential Financial Inc | 22,734 | $652.5K | 0.00% | +5,881+34.9% | Added |
| Nisa Investment Advisors, LLC | 22,900 | $657.0K | 0.01% | −26,697−53.8% | Reduced |
| Verdence Capital Advisors LLC | 22,962 | $659.0K | 0.08% | +12,595+121.5% | Added |
| Gabelli Funds LLC | 23,000 | $660.1K | 0.01% | +23,000 | New |
| Prudential PLC | 23,009 | $660.4K | 0.01% | +14,292+164.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $689.2K | 0.01% | 00.0% | Unchanged |
| Polianta Ltd | 24,100 | $691.0K | 0.51% | +24,100 | New |
| Ontario Teachers Pension Plan Board | 25,865 | $742.3K | 0.01% | +1,549+6.4% | Added |
| AdvisorNet Financial, Inc | 26,263 | $753.7K | 0.07% | +4,075+18.4% | Added |
| Pitcairn Co | 26,442 | $758.9K | 0.08% | +17,657+201.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,972 | $774.1K | 0.01% | −53,655−66.5% | Reduced |
| Intech Investment Management LLC | 27,945 | $802.0K | 0.01% | +802+3.0% | Added |
| Assetmark, Inc | 28,375 | $814.4K | 0.00% | +4,300+17.9% | Added |
| TD Asset Management Inc | 28,440 | $816.2K | 0.00% | −400−1.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,056 | $833.9K | 0.41% | −3,137−9.7% | Reduced |
| Elo Mutual Pension Insurance Co | 29,365 | $843.0K | 0.03% | +749+2.6% | Added |
| Maryland State Retirement & Pension System | 29,473 | $845.9K | 0.02% | 00.0% | Unchanged |
| Royce & Associates LP | 30,000 | $861.0K | 0.01% | 00.0% | Unchanged |
| Kula Investments, LLC | 30,062 | $862.8K | 0.30% | +30,062 | New |
| Ritholtz Wealth Management | 30,258 | $868.4K | 0.05% | +13,241+77.8% | Added |
| Donoghue Forlines LLC | 31,108 | $892.8K | 0.32% | −7,640−19.7% | Reduced |
| USS Investment Management Ltd | 31,200 | $895.3K | 0.01% | +31,200 | New |
| Janus Henderson Group PLC | 31,265 | $897.2K | 0.00% | −50.0% | Reduced |
| MAI Capital Management | 31,905 | $915.7K | 0.02% | +13,297+71.5% | Added |
| Integrated Advisors Network LLC | 32,398 | $929.8K | 0.06% | +8,473+35.4% | Added |
| PGGM Investments | 32,418 | $930.0K | 0.02% | +24,355+302.1% | Added |