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 |
|---|---|---|---|---|---|
| Rockefeller Capital Management L.P. | 32,498 | $932.0K | 0.00% | −50.0% | Reduced |
| British Columbia Investment Management Corp | 33,531 | $962.3K | 0.01% | −4,043−10.8% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 33,972 | $975.0K | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 34,239 | $982.7K | 0.04% | +375+1.1% | Added |
| Jane Street Group, LLC | 35,250 | $1.01M | 0.00% | −19,493−35.6% | Reduced |
| LPL Financial LLC | 37,223 | $1.07M | 0.00% | −1,081−2.8% | Reduced |
| Westpac Banking Corp | 37,309 | $1.07M | 0.02% | 00.0% | Unchanged |
| Achmea Investment Management B.V. | 39,990 | $1.07M | 0.04% | +39,527+8,537.1% | Added |
| Squarepoint Ops LLC | 37,566 | $1.08M | 0.01% | −319−0.8% | Reduced |
| Amalgamated Bank | 37,753 | $1.08M | 0.01% | +171+0.5% | Added |
| First Republic Investment Management, Inc. | 38,294 | $1.10M | 0.00% | +20,680+117.4% | Added |
| Federated Hermes, Inc. | 38,299 | $1.10M | 0.00% | −1,872−4.7% | Reduced |
| State of Michigan Retirement System | 38,586 | $1.11M | 0.01% | +20,800+116.9% | Added |
| Great Lakes Advisors, LLC | 38,960 | $1.12M | 0.06% | +38,960 | New |
| Verition Fund Management LLC | 39,938 | $1.15M | 0.02% | +1,587+4.1% | Added |
| Public Sector Pension Investment Board | 40,376 | $1.16M | 0.01% | +4,776+13.4% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.17M | 0.70% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 41,213 | $1.18M | 0.03% | +41,213 | New |
| Nissay Asset Management Corp | 43,028 | $1.23M | 0.01% | −1,848−4.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 44,261 | $1.27M | 0.03% | +44,261 | New |
| Quinn Opportunity Partners LLC | 44,413 | $1.27M | 0.16% | −3,707−7.7% | Reduced |
| Rodgers Brothers Inc. | 44,650 | $1.28M | 0.26% | −25,850−36.7% | Reduced |
| JustInvest LLC | 44,941 | $1.29M | 0.05% | −689−1.5% | Reduced |
| Hohimer Wealth Management, LLC | 45,127 | $1.30M | 0.41% | −84,881−65.3% | Reduced |
| Public Employees Retirement Association of Colorado | 46,455 | $1.33M | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 47,703 | $1.37M | 0.00% | −75,549−61.3% | Reduced |
| Mackenzie Financial Corp | 47,932 | $1.38M | 0.00% | +37,723+369.5% | Added |
| Van Eck Associates Corp | 50,165 | $1.44M | 0.00% | +43,663+671.5% | Added |
| Comerica Bank | 46,887 | $1.44M | 0.01% | −50.0% | Reduced |
| Qube Research & Technologies Ltd | 50,308 | $1.44M | 0.01% | −18,656−27.1% | Reduced |
| National Bank of Canada | 50,547 | $1.45M | 0.00% | +49,131+3,469.7% | Added |
| Candriam Luxembourg S.C.A. | 50,837 | $1.46M | 0.01% | +19,485+62.1% | Added |
| Redwood Investment Management, LLC | 51,013 | $1.46M | 0.19% | +3,311+6.9% | Added |
| ExodusPoint Capital Management, LP | 54,495 | $1.56M | 0.02% | +54,495 | New |
| Winton Group Ltd | 56,220 | $1.61M | 0.11% | +11,069+24.5% | Added |
| Aquatic Capital Management LLC | 56,500 | $1.62M | 0.12% | +45,500+413.6% | Added |
| EJF Capital LLC | 56,821 | $1.63M | 0.51% | −40,000−41.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.63M | 0.19% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 52,087 | $1.69M | 0.83% | −453−0.9% | Reduced |
| Allianz Asset Management GmbH | 58,864 | $1.69M | 0.00% | +28,207+92.0% | Added |
| Chartwell Investment Partners, LLC | 61,346 | $1.76M | 0.07% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 62,918 | $1.80M | 0.03% | 00.0% | Unchanged |
| TKG Advisors, LLC | 63,165 | $1.81M | 1.19% | +63,165 | New |
| Handelsbanken Fonder AB | 64,700 | $1.86M | 0.01% | −100−0.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,749 | $1.86M | 0.00% | −545,522−89.4% | Reduced |
| Greenwich Investment Management, Inc. | 65,133 | $1.87M | 1.49% | −1,000−1.5% | Reduced |
| Utah Retirement Systems | 65,538 | $1.88M | 0.03% | −1,500−2.2% | Reduced |
| TCW Group Inc | 65,691 | $1.89M | 0.03% | +15,478+30.8% | Added |
| Ethic Inc. | 67,484 | $1.94M | 0.10% | +52,359+346.2% | Added |
| First National Bank of Omaha | 67,916 | $1.95M | 0.12% | −3,197−4.5% | Reduced |
| DekaBank Deutsche Girozentrale | 69,774 | $2.01M | 0.01% | −5,621−7.5% | Reduced |
| Tredje AP-fonden | 75,934 | $2.18M | 0.04% | +746+1.0% | Added |
| Power Corp of Canada | 76,610 | $2.20M | 0.40% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 77,088 | $2.21M | 0.01% | +77,088 | New |
| Bank of Montreal | 73,693 | $2.23M | 0.00% | +14,817+25.2% | Added |
| Cinctive Capital Management LP | 79,120 | $2.27M | 0.12% | +79,120 | New |
| Alaska Permanent Fund Corp | 86,100 | $2.47M | 0.04% | 00.0% | Unchanged |
| Kendall Capital Management | 87,504 | $2.51M | 1.27% | −705−0.8% | Reduced |
| Standard Life Aberdeen plc | 88,656 | $2.54M | 0.01% | +11,952+15.6% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.56M | 0.01% | 00.0% | Unchanged |
| KBC Group NV | 91,066 | $2.61M | 0.01% | +79,530+689.4% | Added |
| Janney Montgomery Scott LLC | 91,973 | $2.64M | 0.01% | +15,536+20.3% | Added |
| Macquarie Group Ltd | 92,602 | $2.66M | 0.00% | +3,117+3.5% | Added |
| American Trust Investment Advisors, LLC | 93,525 | $2.68M | 1.70% | +1,820+2.0% | Added |
| G&S Capital LLC | 94,005 | $2.70M | 1.19% | +94,005 | New |
| DnB Asset Management AS | 94,883 | $2.72M | 0.02% | +1,196+1.3% | Added |
| 1832 Asset Management L.P. | 95,119 | $2.73M | 0.01% | +49,554+108.8% | Added |
| Alliancebernstein L.P. | 103,846 | $2.98M | 0.00% | +4,096+4.1% | Added |
| Arizona State Retirement System | 106,323 | $3.05M | 0.03% | +1,711+1.6% | Added |
| Engineers Gate Manager LP | 108,345 | $3.11M | 0.19% | +100,410+1,265.4% | Added |
| Toronto Dominion Bank | 108,558 | $3.11M | 0.00% | +28,552+35.7% | Added |
| BTC Capital Management, Inc. | 111,754 | $3.21M | 0.39% | −4,762−4.1% | Reduced |
| Principal Financial Group Inc | 115,463 | $3.31M | 0.00% | +56,420+95.6% | Added |
| IFM Investors Pty Ltd | 118,422 | $3.40M | 0.06% | +39,594+50.2% | Added |
| Oregon Public Employees Retirement Fund | 119,794 | $3.44M | 0.04% | +20,969+21.2% | Added |
| Cubist Systematic Strategies, LLC | 121,832 | $3.50M | 0.03% | +59,946+96.9% | Added |
| Foster & Motley Inc | 126,413 | $3.63M | 0.31% | −13,925−9.9% | Reduced |
| Kempner Capital Management Inc. | 128,719 | $3.69M | 2.24% | −621−0.5% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $3.73M | 0.02% | 00.0% | Unchanged |
| Stifel Financial Corp | 131,163 | $3.76M | 0.01% | −2,443−1.8% | Reduced |
| Franklin Resources Inc | 142,403 | $4.09M | 0.00% | +55,799+64.4% | Added |
| Asset Management One Co.,Ltd. | 146,020 | $4.23M | 0.02% | −16,347−10.1% | Reduced |
| Jefferies Financial Group Inc. | 148,500 | $4.26M | 0.07% | +148,500 | New |
| Pictet Asset Management SA | 151,742 | $4.36M | 0.01% | −2,905−1.9% | Reduced |
| Highland Capital Management, LLC | 155,470 | $4.46M | 0.32% | −800−0.5% | Reduced |
| Keeley-Teton Advisors, LLC | 157,907 | $4.53M | 0.56% | −9,800−5.8% | Reduced |
| Treasurer of the State of North Carolina | 159,998 | $4.59M | 0.03% | −350−0.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 161,397 | $4.63M | 0.07% | −19,600−10.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 163,941 | $4.71M | 0.33% | −3,665−2.2% | Reduced |
| BlueMar Capital Management, LLC | 165,811 | $4.76M | 4.05% | −144,535−46.6% | Reduced |
| Eagle Asset Management Inc | 167,455 | $4.79M | 0.03% | +37,484+28.8% | Added |
| Korea Investment CORP | 174,135 | $5.00M | 0.02% | −86,438−33.2% | Reduced |
| Nordea Investment Management AB | 175,554 | $5.05M | 0.01% | +15,510+9.7% | Added |
| Mercer Global Advisors Inc | 176,193 | $5.06M | 0.03% | +18,835+12.0% | Added |
| Andra AP-fonden | 177,000 | $5.08M | 0.15% | +51,000+40.5% | Added |
| Natixis Advisors, L.P. | 178,941 | $5.14M | 0.02% | −1,997−1.1% | Reduced |
| Holocene Advisors, LP | 184,987 | $5.31M | 0.03% | +53,968+41.2% | Added |
| Caisse de Depot Et Placement du Quebec | 188,778 | $5.42M | 0.02% | +50,000+36.0% | Added |
| Mn Services Vermogensbeheer B.V. | 190,300 | $5.46M | 0.06% | −26,100−12.1% | Reduced |
| Public Employees Retirement System of Ohio | 194,819 | $5.59M | 0.02% | +802+0.4% | Added |