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 |
|---|---|---|---|---|---|
| Thrivent Financial for Lutherans | 6,275,967 | $180.1M | 0.47% | +458,522+7.9% | Added |
| Sessa Capital IM, L.P. | 6,931,147 | $198.9M | 12.23% | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 7,600,000 | $218.1M | 26.53% | −400,000−5.0% | Reduced |
| Massachusetts Financial Services Co | 9,359,306 | $268.6M | 0.09% | +82,762+0.9% | Added |
| State Street Corp | 9,596,869 | $275.4M | 0.02% | −184,520−1.9% | Reduced |
| Invesco Ltd. | 10,693,682 | $306.9M | 0.09% | −934,610−8.0% | Reduced |
| Canada Pension Plan Investment Board | 18,167,887 | $521.4M | 0.92% | 00.0% | Unchanged |
| Wellington Management Group LLP | 19,011,235 | $545.6M | 0.11% | −1,941,793−9.3% | Reduced |
| Norges Bank | 19,287,784 | $553.6M | 0.13% | −1,777,407−8.4% | Reduced |
| Pzena Investment Management LLC | 22,605,769 | $648.8M | 2.87% | −262,742−1.1% | Reduced |
| BlackRock Inc. | 32,221,445 | $924.8M | 0.03% | +1,801,018+5.9% | Added |
| Price T Rowe Associates Inc | 32,669,066 | $937.6M | 0.15% | −437,410−1.3% | Reduced |
| Vanguard Group Inc | 37,781,024 | $1.08B | 0.03% | +46,288+0.1% | Added |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −923,899−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −450,500−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −415,610−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −284,515−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −159,269−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −156,580−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −134,700−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −84,689−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −79,643−100.0% | Sold out |
| Edge Capital Group, LLC | 0 | $0 | 0.00% | −60,032−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −54,971−100.0% | Sold out |
| Maven Securities LTD | 0 | $0 | 0.00% | −52,888−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −47,938−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −43,748−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −43,643−100.0% | Sold out |
| CX Institutional | 0 | $0 | 0.00% | −33,403−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −29,316−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −26,575−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −24,349−100.0% | Sold out |
| ProShare Advisors LLC | 0 | $0 | 0.00% | −23,442−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −17,590−100.0% | Sold out |
| Grantham, Mayo, Van Otterloo & Co. LLC | 0 | $0 | 0.00% | −17,300−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −13,996−100.0% | Sold out |
| CTC Capital Management, LLC | 0 | $0 | 0.00% | −13,200−100.0% | Sold out |
| Baird Financial Group, Inc. | 0 | $0 | 0.00% | −10,248−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,048−100.0% | Sold out |
| Chilton Investment Co LLC | 0 | $0 | 0.00% | −8,600−100.0% | Sold out |
| Capula Management Ltd | 0 | $0 | 0.00% | −7,760−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −5,680−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −5,293−100.0% | Sold out |
| Larson Financial Group LLC | 0 | $0 | 0.00% | −992−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −410−100.0% | Sold out |
| Evoke Wealth, LLC | 0 | $0 | 0.00% | −432−100.0% | Sold out |
| Meeder Asset Management Inc | 0 | $0 | 0.00% | −320−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −265−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −151−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −63−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −75−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| HM Payson & Co | 0 | $0 | 0.00% | −44−100.0% | Sold out |
| HWG Holdings LP | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Atticus Wealth Management, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| Eaton Vance Management | – | – | – | – | Not filed |
| Balasa Dinverno & Foltz LLC | – | – | – | – | Not filed |
| Jefferies Group LLC | – | – | – | – | Not filed |
| Corient Capital Partners, LLC | – | – | – | – | Not filed |
| Wipfli Financial Advisors LLC, | – | – | – | – | Not filed |
| American Portfolios Advisors | – | – | – | – | Not filed |