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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Citigroup Inc | 247,714 | $7.11M | 0.01% | +72,925+41.7% | Added |
| Lazard Asset Management LLC | 246,020 | $7.06M | 0.01% | +193,689+370.1% | Added |
| Man Group plc | 229,751 | $6.59M | 0.02% | +229,751 | New |
| Lord, Abbett & Co. LLC | 227,230 | $6.52M | 0.02% | −111,920−33.0% | Reduced |
| UBS Group AG | 225,979 | $6.49M | 0.00% | +105,235+87.2% | Added |
| Victory Capital Management Inc | 225,002 | $6.46M | 0.01% | +86,666+62.6% | Added |
| AustralianSuper Pty Ltd | 219,961 | $6.29M | 0.05% | +219,961 | New |
| Hyperion Capital Advisors LP | 206,061 | $5.91M | 2.92% | +6,000+3.0% | Added |
| State of New Jersey Common Pension Fund D | 205,408 | $5.90M | 0.02% | −7,885−3.7% | Reduced |
| Oliver Luxxe Assets LLC | 202,103 | $5.80M | 1.62% | +2,660+1.3% | Added |
| Weiss Multi-Strategy Advisers LLC | 202,023 | $5.80M | 0.17% | +173,954+619.7% | Added |
| Parkwood LLC | 199,509 | $5.73M | 1.17% | +199,509 | New |
| AXA S.A. | 197,269 | $5.66M | 0.02% | +64,777+48.9% | Added |
| Public Employees Retirement System of Ohio | 194,819 | $5.59M | 0.02% | +802+0.4% | Added |
| Mn Services Vermogensbeheer B.V. | 190,300 | $5.46M | 0.06% | −26,100−12.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 188,778 | $5.42M | 0.02% | +50,000+36.0% | Added |
| Holocene Advisors, LP | 184,987 | $5.31M | 0.03% | +53,968+41.2% | Added |
| Natixis Advisors, L.P. | 178,941 | $5.14M | 0.02% | −1,997−1.1% | Reduced |
| Andra AP-fonden | 177,000 | $5.08M | 0.15% | +51,000+40.5% | Added |
| Mercer Global Advisors Inc | 176,193 | $5.06M | 0.03% | +18,835+12.0% | Added |
| Nordea Investment Management AB | 175,554 | $5.05M | 0.01% | +15,510+9.7% | Added |
| Korea Investment CORP | 174,135 | $5.00M | 0.02% | −86,438−33.2% | Reduced |
| Eagle Asset Management Inc | 167,455 | $4.79M | 0.03% | +37,484+28.8% | Added |
| BlueMar Capital Management, LLC | 165,811 | $4.76M | 4.05% | −144,535−46.6% | Reduced |
| Uniplan Investment Counsel, Inc. | 163,941 | $4.71M | 0.33% | −3,665−2.2% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 161,397 | $4.63M | 0.07% | −19,600−10.8% | Reduced |
| Treasurer of the State of North Carolina | 159,998 | $4.59M | 0.03% | −350−0.2% | Reduced |
| Keeley-Teton Advisors, LLC | 157,907 | $4.53M | 0.56% | −9,800−5.8% | Reduced |
| Highland Capital Management, LLC | 155,470 | $4.46M | 0.32% | −800−0.5% | Reduced |
| Pictet Asset Management SA | 151,742 | $4.36M | 0.01% | −2,905−1.9% | Reduced |
| Jefferies Financial Group Inc. | 148,500 | $4.26M | 0.07% | +148,500 | New |
| Asset Management One Co.,Ltd. | 146,020 | $4.23M | 0.02% | −16,347−10.1% | Reduced |
| Franklin Resources Inc | 142,403 | $4.09M | 0.00% | +55,799+64.4% | Added |
| Stifel Financial Corp | 131,163 | $3.76M | 0.01% | −2,443−1.8% | Reduced |
| Royal London Asset Management Ltd | 130,012 | $3.73M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 128,719 | $3.69M | 2.24% | −621−0.5% | Reduced |
| Foster & Motley Inc | 126,413 | $3.63M | 0.31% | −13,925−9.9% | Reduced |
| Cubist Systematic Strategies, LLC | 121,832 | $3.50M | 0.03% | +59,946+96.9% | Added |
| Oregon Public Employees Retirement Fund | 119,794 | $3.44M | 0.04% | +20,969+21.2% | Added |
| IFM Investors Pty Ltd | 118,422 | $3.40M | 0.06% | +39,594+50.2% | Added |
| Principal Financial Group Inc | 115,463 | $3.31M | 0.00% | +56,420+95.6% | Added |
| BTC Capital Management, Inc. | 111,754 | $3.21M | 0.39% | −4,762−4.1% | Reduced |
| Toronto Dominion Bank | 108,558 | $3.11M | 0.00% | +28,552+35.7% | Added |
| Engineers Gate Manager LP | 108,345 | $3.11M | 0.19% | +100,410+1,265.4% | Added |
| Arizona State Retirement System | 106,323 | $3.05M | 0.03% | +1,711+1.6% | Added |
| Alliancebernstein L.P. | 103,846 | $2.98M | 0.00% | +4,096+4.1% | Added |
| 1832 Asset Management L.P. | 95,119 | $2.73M | 0.01% | +49,554+108.8% | Added |
| DnB Asset Management AS | 94,883 | $2.72M | 0.02% | +1,196+1.3% | Added |
| G&S Capital LLC | 94,005 | $2.70M | 1.19% | +94,005 | New |
| American Trust Investment Advisors, LLC | 93,525 | $2.68M | 1.70% | +1,820+2.0% | Added |
| Macquarie Group Ltd | 92,602 | $2.66M | 0.00% | +3,117+3.5% | Added |
| Janney Montgomery Scott LLC | 91,973 | $2.64M | 0.01% | +15,536+20.3% | Added |
| KBC Group NV | 91,066 | $2.61M | 0.01% | +79,530+689.4% | Added |
| Nomura Asset Management Co Ltd | 89,029 | $2.56M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 88,656 | $2.54M | 0.01% | +11,952+15.6% | Added |
| Kendall Capital Management | 87,504 | $2.51M | 1.27% | −705−0.8% | Reduced |
| Alaska Permanent Fund Corp | 86,100 | $2.47M | 0.04% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 79,120 | $2.27M | 0.12% | +79,120 | New |
| Bank of Montreal | 73,693 | $2.23M | 0.00% | +14,817+25.2% | Added |
| CI Private Wealth, LLC | 77,088 | $2.21M | 0.01% | +77,088 | New |
| Power Corp of Canada | 76,610 | $2.20M | 0.40% | 00.0% | Unchanged |
| Tredje AP-fonden | 75,934 | $2.18M | 0.04% | +746+1.0% | Added |
| DekaBank Deutsche Girozentrale | 69,774 | $2.01M | 0.01% | −5,621−7.5% | Reduced |
| First National Bank of Omaha | 67,916 | $1.95M | 0.12% | −3,197−4.5% | Reduced |
| Ethic Inc. | 67,484 | $1.94M | 0.10% | +52,359+346.2% | Added |
| TCW Group Inc | 65,691 | $1.89M | 0.03% | +15,478+30.8% | Added |
| Utah Retirement Systems | 65,538 | $1.88M | 0.03% | −1,500−2.2% | Reduced |
| Greenwich Investment Management, Inc. | 65,133 | $1.87M | 1.49% | −1,000−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 64,749 | $1.86M | 0.00% | −545,522−89.4% | Reduced |
| Handelsbanken Fonder AB | 64,700 | $1.86M | 0.01% | −100−0.2% | Reduced |
| TKG Advisors, LLC | 63,165 | $1.81M | 1.19% | +63,165 | New |
| Gulf International Bank (UK) Ltd | 62,918 | $1.80M | 0.03% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 61,346 | $1.76M | 0.07% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 58,864 | $1.69M | 0.00% | +28,207+92.0% | Added |
| Townsend & Associates, Inc | 52,087 | $1.69M | 0.83% | −453−0.9% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.63M | 0.19% | 00.0% | Unchanged |
| EJF Capital LLC | 56,821 | $1.63M | 0.51% | −40,000−41.3% | Reduced |
| Aquatic Capital Management LLC | 56,500 | $1.62M | 0.12% | +45,500+413.6% | Added |
| Winton Group Ltd | 56,220 | $1.61M | 0.11% | +11,069+24.5% | Added |
| ExodusPoint Capital Management, LP | 54,495 | $1.56M | 0.02% | +54,495 | New |
| Redwood Investment Management, LLC | 51,013 | $1.46M | 0.19% | +3,311+6.9% | Added |
| Candriam Luxembourg S.C.A. | 50,837 | $1.46M | 0.01% | +19,485+62.1% | Added |
| National Bank of Canada | 50,547 | $1.45M | 0.00% | +49,131+3,469.7% | Added |
| Qube Research & Technologies Ltd | 50,308 | $1.44M | 0.01% | −18,656−27.1% | Reduced |
| Comerica Bank | 46,887 | $1.44M | 0.01% | −50.0% | Reduced |
| Van Eck Associates Corp | 50,165 | $1.44M | 0.00% | +43,663+671.5% | Added |
| Mackenzie Financial Corp | 47,932 | $1.38M | 0.00% | +37,723+369.5% | Added |
| Susquehanna International Group, LLP | 47,703 | $1.37M | 0.00% | −75,549−61.3% | Reduced |
| Public Employees Retirement Association of Colorado | 46,455 | $1.33M | 0.01% | 00.0% | Unchanged |
| Hohimer Wealth Management, LLC | 45,127 | $1.30M | 0.41% | −84,881−65.3% | Reduced |
| JustInvest LLC | 44,941 | $1.29M | 0.05% | −689−1.5% | Reduced |
| Rodgers Brothers Inc. | 44,650 | $1.28M | 0.26% | −25,850−36.7% | Reduced |
| Quinn Opportunity Partners LLC | 44,413 | $1.27M | 0.16% | −3,707−7.7% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 44,261 | $1.27M | 0.03% | +44,261 | New |
| Nissay Asset Management Corp | 43,028 | $1.23M | 0.01% | −1,848−4.1% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.18M | 0.03% | +41,213 | New |
| Legacy Wealth Management, LLC | 40,870 | $1.17M | 0.70% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 40,376 | $1.16M | 0.01% | +4,776+13.4% | Added |
| Verition Fund Management LLC | 39,938 | $1.15M | 0.02% | +1,587+4.1% | Added |
| Great Lakes Advisors, LLC | 38,960 | $1.12M | 0.06% | +38,960 | New |