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 |
|---|---|---|---|---|---|
| AXA S.A. | 197,269 | $5.66M | 0.02% | +64,777+48.9% | Added |
| Parkwood LLC | 199,509 | $5.73M | 1.17% | +199,509 | New |
| Weiss Multi-Strategy Advisers LLC | 202,023 | $5.80M | 0.17% | +173,954+619.7% | Added |
| Oliver Luxxe Assets LLC | 202,103 | $5.80M | 1.62% | +2,660+1.3% | Added |
| State of New Jersey Common Pension Fund D | 205,408 | $5.90M | 0.02% | −7,885−3.7% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $5.91M | 2.92% | +6,000+3.0% | Added |
| AustralianSuper Pty Ltd | 219,961 | $6.29M | 0.05% | +219,961 | New |
| Victory Capital Management Inc | 225,002 | $6.46M | 0.01% | +86,666+62.6% | Added |
| UBS Group AG | 225,979 | $6.49M | 0.00% | +105,235+87.2% | Added |
| Lord, Abbett & Co. LLC | 227,230 | $6.52M | 0.02% | −111,920−33.0% | Reduced |
| Man Group plc | 229,751 | $6.59M | 0.02% | +229,751 | New |
| Lazard Asset Management LLC | 246,020 | $7.06M | 0.01% | +193,689+370.1% | Added |
| Citigroup Inc | 247,714 | $7.11M | 0.01% | +72,925+41.7% | Added |
| Oppenheimer Asset Management Inc. | 250,201 | $7.18M | 0.12% | −5,260−2.1% | Reduced |
| American Century Companies Inc | 256,745 | $7.37M | 0.01% | +61,628+31.6% | Added |
| Algebris (UK) Ltd | 263,475 | $7.53M | 3.46% | −388,714−59.6% | Reduced |
| Brookfield Asset Management Inc. | 268,519 | $7.71M | 0.03% | +268,519 | New |
| Assenagon Asset Management S.A. | 277,949 | $7.98M | 0.03% | +201,955+265.8% | Added |
| Teacher Retirement System of Texas | 278,761 | $8.00M | 0.06% | +20,737+8.0% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 279,046 | $8.01M | 0.14% | 00.0% | Unchanged |
| Raymond James & Associates | 288,316 | $8.27M | 0.01% | +21,565+8.1% | Added |
| HSBC Holdings PLC | 318,546 | $9.14M | 0.01% | +164,059+106.2% | Added |
| SEI Investments Co | 328,568 | $9.43M | 0.02% | −91,973−21.9% | Reduced |
| Great West Life Assurance Co | 330,638 | $9.53M | 0.03% | +1,484+0.5% | Added |
| Community Trust & Investment Co | 334,158 | $9.59M | 0.87% | −6,015−1.8% | Reduced |
| Prana Capital Management, LP | 335,295 | $9.62M | 0.74% | −30,205−8.3% | Reduced |
| Brandywine Global Investment Management, LLC | 340,814 | $9.78M | 0.08% | +22,252+7.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 370,636 | $10.6M | 0.06% | −132,232−26.3% | Reduced |
| Interval Partners, LP | 373,337 | $10.7M | 0.86% | −133,221−26.3% | Reduced |
| First Trust Advisors LP | 379,087 | $10.9M | 0.01% | −48,007−11.2% | Reduced |
| Envestnet Asset Management Inc | 379,492 | $10.9M | 0.01% | +46,969+14.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396,193 | $11.3M | 0.03% | +15,662+4.1% | Added |
| JPMorgan Chase & Co | 406,913 | $11.7M | 0.00% | +212,111+108.9% | Added |
| Rhumbline Advisers | 408,892 | $11.7M | 0.02% | +14,011+3.5% | Added |
| D. E. Shaw & Co., Inc. | 442,391 | $12.7M | 0.02% | +280,473+173.2% | Added |
| State Board of Administration of Florida Retirement System | 447,610 | $12.8M | 0.03% | −13,370−2.9% | Reduced |
| Glenmede Trust Co NA | 489,273 | $14.0M | 0.08% | +476,255+3,658.4% | Added |
| Gillson Capital LP | 497,176 | $14.3M | 1.08% | −233,525−32.0% | Reduced |
| New York State Common Retirement Fund | 515,817 | $14.8M | 0.02% | −11,607−2.2% | Reduced |
| Callodine Capital Management, LP | 518,602 | $14.9M | 4.49% | −15,318−2.9% | Reduced |
| Putnam Investments LLC | 549,847 | $15.8M | 0.03% | −7,827−1.4% | Reduced |
| Russell Investments Group, Ltd. | 555,803 | $16.0M | 0.03% | −342,820−38.1% | Reduced |
| Aviva PLC | 574,966 | $16.5M | 0.08% | +182,535+46.5% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 592,074 | $17.0M | 0.13% | +61,241+11.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 604,137 | $17.3M | 0.05% | +21,868+3.8% | Added |
| State of Wisconsin Investment Board | 615,059 | $17.7M | 0.06% | −25,913−4.0% | Reduced |
| Twinbeech Capital LP | 626,000 | $18.0M | 0.34% | +626,000 | New |
| LSV Asset Management | 631,677 | $18.1M | 0.04% | −14,100−2.2% | Reduced |
| Millennium Management LLC | 644,753 | $18.5M | 0.02% | +391,960+155.1% | Added |
| Soapstone Management L.P. | 650,000 | $18.7M | 7.87% | −150,000−18.8% | Reduced |
| California State Teachers Retirement System | 667,440 | $19.2M | 0.03% | +24,225+3.8% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 671,914 | $19.3M | 0.07% | +218,802+48.3% | Added |
| APG Asset Management N.V. | 690,606 | $19.8M | 0.04% | +19,696+2.9% | Added |
| AQR Capital Management LLC | 731,180 | $21.0M | 0.05% | +107,632+17.3% | Added |
| Arrowstreet Capital, Limited Partnership | 790,359 | $22.7M | 0.03% | −1,069,579−57.5% | Reduced |
| Wells Fargo & Company | 791,806 | $22.7M | 0.01% | +202,723+34.4% | Added |
| STRS Ohio | 807,687 | $23.2M | 0.10% | −192,622−19.3% | Reduced |
| Panagora Asset Management Inc | 814,698 | $23.4M | 0.15% | −459,409−36.1% | Reduced |
| California Public Employees Retirement System | 875,734 | $25.1M | 0.02% | −18,573−2.1% | Reduced |
| Storebrand Asset Management AS | 884,592 | $25.4M | 0.14% | −7,394−0.8% | Reduced |
| Bank of America Corp | 964,725 | $27.7M | 0.00% | −901,146−48.3% | Reduced |
| Swedbank AB | 967,796 | $27.8M | 0.06% | +48,833+5.3% | Added |
| Voya Investment Management LLC | 985,413 | $28.3M | 0.03% | −992,461−50.2% | Reduced |
| Neuberger Berman Group LLC | 1,026,524 | $29.5M | 0.03% | −2,890,833−73.8% | Reduced |
| Credit Suisse AG | 1,036,806 | $29.8M | 0.03% | −251,139−19.5% | Reduced |
| Wedge Capital Management L L P | 1,042,587 | $29.9M | 0.48% | +40,735+4.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,098,424 | $31.5M | 0.02% | +15,270+1.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,134,547 | $32.6M | 1.75% | −20,868−1.8% | Reduced |
| Poplar Forest Capital LLC | 1,137,594 | $32.6M | 3.94% | −134,215−10.6% | Reduced |
| Royal Bank of Canada | 1,140,472 | $32.7M | 0.01% | −593,795−34.2% | Reduced |
| Alyeska Investment Group, L.P. | 1,152,769 | $33.1M | 0.34% | +513,723+80.4% | Added |
| Amundi | 1,109,431 | $33.9M | 0.02% | +326,550+41.7% | Added |
| Point72 Asset Management, L.P. | 1,221,600 | $35.1M | 0.13% | +284,139+30.3% | Added |
| Ameriprise Financial Inc | 1,225,428 | $35.2M | 0.01% | +205,581+20.2% | Added |
| Barclays PLC | 1,249,251 | $35.9M | 0.03% | +189,260+17.9% | Added |
| Artemis Investment Management LLP | 1,250,834 | $36.0M | 0.41% | −55,368−4.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,345,994 | $38.6M | 0.63% | +758,487+129.1% | Added |
| Samlyn Capital, LLC | 1,360,291 | $39.0M | 0.77% | −3,033,068−69.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,477,342 | $42.4M | 0.12% | +74,395+5.3% | Added |
| GMT Capital Corp | 1,576,000 | $45.2M | 2.09% | −306,000−16.3% | Reduced |
| UBS Asset Management Americas Inc | 1,647,952 | $47.3M | 0.02% | +302,770+22.5% | Added |
| Schroder Investment Management Group | 1,812,808 | $52.0M | 0.08% | +184,821+11.4% | Added |
| Legal & General Group Plc | 2,040,627 | $58.6M | 0.02% | +2030.0% | Added |
| Charles Schwab Investment Management Inc | 2,100,865 | $60.3M | 0.02% | +49,949+2.4% | Added |
| Bank of New York Mellon Corp | 2,271,292 | $65.2M | 0.01% | +555,736+32.4% | Added |
| Deutsche Bank AG | 2,502,191 | $71.8M | 0.04% | +102,663+4.3% | Added |
| Northern Trust Corp | 2,932,235 | $84.2M | 0.02% | +114,910+4.1% | Added |
| Ensign Peak Advisors, Inc | 2,969,215 | $85.2M | 0.19% | −9,108−0.3% | Reduced |
| Goldman Sachs Group Inc | 3,009,977 | $86.4M | 0.02% | +607,925+25.3% | Added |
| Morgan Stanley | 3,086,709 | $88.6M | 0.01% | −34,091−1.1% | Reduced |
| FIL Ltd | 3,269,975 | $93.8M | 0.11% | +21,838+0.7% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,384,212 | $97.1M | 0.37% | −126,942−3.6% | Reduced |
| Clearbridge Investments, LLC | 3,423,379 | $98.3M | 0.10% | −46,432−1.3% | Reduced |
| Nuveen Asset Management, LLC | 4,212,650 | $120.9M | 0.05% | −517,366−10.9% | Reduced |
| Dimensional Fund Advisors LP | 4,230,385 | $121.4M | 0.04% | −380,082−8.2% | Reduced |
| FMR LLC | 4,303,303 | $123.5M | 0.01% | −520,242−10.8% | Reduced |
| Geode Capital Management, LLC | 4,750,226 | $136.1M | 0.02% | −739,704−13.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,212,460 | $149.6M | 0.75% | +5,212,460 | New |
| Thornburg Investment Management Inc | 5,664,401 | $162.6M | 2.75% | 00.0% | Unchanged |
| Ci Investments Inc. | 5,728,603 | $164.4M | 0.83% | +728,209+14.6% | Added |