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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 38,586 | $1.11M | 0.01% | +20,800+116.9% | Added |
| Federated Hermes, Inc. | 38,299 | $1.10M | 0.00% | −1,872−4.7% | Reduced |
| First Republic Investment Management, Inc. | 38,294 | $1.10M | 0.00% | +20,680+117.4% | Added |
| Amalgamated Bank | 37,753 | $1.08M | 0.01% | +171+0.5% | Added |
| Squarepoint Ops LLC | 37,566 | $1.08M | 0.01% | −319−0.8% | Reduced |
| Achmea Investment Management B.V. | 39,990 | $1.07M | 0.04% | +39,527+8,537.1% | Added |
| Westpac Banking Corp | 37,309 | $1.07M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 37,223 | $1.07M | 0.00% | −1,081−2.8% | Reduced |
| Jane Street Group, LLC | 35,250 | $1.01M | 0.00% | −19,493−35.6% | Reduced |
| AMG National Trust Bank | 34,239 | $982.7K | 0.04% | +375+1.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 33,972 | $975.0K | 0.02% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 33,531 | $962.3K | 0.01% | −4,043−10.8% | Reduced |
| Rockefeller Capital Management L.P. | 32,498 | $932.0K | 0.00% | −50.0% | Reduced |
| PGGM Investments | 32,418 | $930.0K | 0.02% | +24,355+302.1% | Added |
| Integrated Advisors Network LLC | 32,398 | $929.8K | 0.06% | +8,473+35.4% | Added |
| MAI Capital Management | 31,905 | $915.7K | 0.02% | +13,297+71.5% | Added |
| Janus Henderson Group PLC | 31,265 | $897.2K | 0.00% | −50.0% | Reduced |
| USS Investment Management Ltd | 31,200 | $895.3K | 0.01% | +31,200 | New |
| Donoghue Forlines LLC | 31,108 | $892.8K | 0.32% | −7,640−19.7% | Reduced |
| Ritholtz Wealth Management | 30,258 | $868.4K | 0.05% | +13,241+77.8% | Added |
| Kula Investments, LLC | 30,062 | $862.8K | 0.30% | +30,062 | New |
| Royce & Associates LP | 30,000 | $861.0K | 0.01% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 29,473 | $845.9K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 29,365 | $843.0K | 0.03% | +749+2.6% | Added |
| Wiley Bros.-Aintree Capital, LLC | 29,056 | $833.9K | 0.41% | −3,137−9.7% | Reduced |
| TD Asset Management Inc | 28,440 | $816.2K | 0.00% | −400−1.4% | Reduced |
| Assetmark, Inc | 28,375 | $814.4K | 0.00% | +4,300+17.9% | Added |
| Intech Investment Management LLC | 27,945 | $802.0K | 0.01% | +802+3.0% | Added |
| B. Metzler seel. Sohn & Co. AG | 26,972 | $774.1K | 0.01% | −53,655−66.5% | Reduced |
| Pitcairn Co | 26,442 | $758.9K | 0.08% | +17,657+201.0% | Added |
| AdvisorNet Financial, Inc | 26,263 | $753.7K | 0.07% | +4,075+18.4% | Added |
| Ontario Teachers Pension Plan Board | 25,865 | $742.3K | 0.01% | +1,549+6.4% | Added |
| Polianta Ltd | 24,100 | $691.0K | 0.51% | +24,100 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $689.2K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 23,009 | $660.4K | 0.01% | +14,292+164.0% | Added |
| Gabelli Funds LLC | 23,000 | $660.1K | 0.01% | +23,000 | New |
| Verdence Capital Advisors LLC | 22,962 | $659.0K | 0.08% | +12,595+121.5% | Added |
| Nisa Investment Advisors, LLC | 22,900 | $657.0K | 0.01% | −26,697−53.8% | Reduced |
| Prudential Financial Inc | 22,734 | $652.5K | 0.00% | +5,881+34.9% | Added |
| Guggenheim Capital LLC | 22,600 | $648.6K | 0.01% | −428−1.9% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 22,165 | $636.1K | 0.09% | −19,226−46.4% | Reduced |
| Icon Advisers Inc | 21,600 | $619.9K | 0.16% | 00.0% | Unchanged |
| Point72 Middle East FZE | 20,929 | $600.7K | 0.05% | +20,929 | New |
| Greenleaf Trust | 20,654 | $593.0K | 0.01% | +1,041+5.3% | Added |
| M Holdings Securities, Inc. | 20,469 | $587.0K | 0.06% | −400−1.9% | Reduced |
| Anchor Investment Management, LLC | 20,130 | $577.7K | 0.08% | +70.0% | Added |
| Daiwa Securities Group Inc. | 20,093 | $577.0K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 19,082 | $547.7K | 0.03% | +637+3.5% | Added |
| Advisor Group Holdings, Inc. | 18,702 | $537.9K | 0.00% | +4,896+35.5% | Added |
| Bridgefront Capital, LLC | 18,522 | $531.6K | 0.37% | +18,522 | New |
| Equitable Holdings, Inc. | 17,399 | $499.4K | 0.01% | +813+4.9% | Added |
| Brown Advisory Inc | 16,785 | $481.7K | 0.00% | −80−0.5% | Reduced |
| Fox Run Management, L.L.C. | 16,523 | $474.2K | 0.19% | +16,523 | New |
| MQS Management LLC | 16,312 | $468.2K | 0.32% | +16,312 | New |
| Epoch Investment Partners, Inc. | 16,060 | $460.9K | 0.00% | −1,038−6.1% | Reduced |
| Magnetar Financial LLC | 15,833 | $454.0K | 0.01% | +15,833 | New |
| CSS LLC | 15,500 | $444.9K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 15,037 | $432.0K | 0.04% | −72,891−82.9% | Reduced |
| Mariner, LLC | 14,926 | $428.0K | 0.00% | +965+6.9% | Added |
| Ellsworth Advisors, LLC | 14,017 | $425.0K | 0.16% | +4,141+41.9% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $421.9K | 0.02% | −3,200−17.9% | Reduced |
| Manufacturers Life Insurance Company, The | 14,263 | $409.3K | 0.00% | +2,327+19.5% | Added |
| Kestra Advisory Services, LLC | 14,162 | $406.4K | 0.00% | +801+6.0% | Added |
| Signaturefd, LLC | 14,002 | $401.9K | 0.01% | +1,085+8.4% | Added |
| Swiss Life Asset Management Ltd | 13,832 | $398.4K | 0.01% | −5,608−28.8% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 13,708 | $393.4K | 0.01% | +13,708 | New |
| Bank of Nova Scotia | 13,541 | $388.6K | 0.00% | +5,259+63.5% | Added |
| Shell Asset Management Co | 13,225 | $380.0K | 0.02% | −4,821−26.7% | Reduced |
| Jacobs Levy Equity Management, Inc | 13,089 | $375.7K | 0.00% | −202,849−93.9% | Reduced |
| Xponance, Inc. | 13,051 | $374.6K | 0.01% | +13,051 | New |
| Boothbay Fund Management, LLC | 13,015 | $373.5K | 0.01% | +3,336+34.5% | Added |
| CIBC Asset Management Inc | 13,010 | $373.4K | 0.00% | −5,789−30.8% | Reduced |
| Raymond James Trust N.A. | 12,824 | $368.0K | 0.01% | +1,293+11.2% | Added |
| Stephens Inc | 12,692 | $364.3K | 0.01% | −3,568−21.9% | Reduced |
| Toroso Investments, LLC | 11,799 | $339.0K | 0.01% | +1,091+10.2% | Added |
| Arden Trust Co | 11,736 | $336.8K | 0.07% | −26−0.2% | Reduced |
| Boston Private Wealth LLC | 11,708 | $336.0K | 0.00% | +11,708 | New |
| Rothschild Investment Corp | 11,425 | $328.0K | 0.03% | 00.0% | Unchanged |
| Banque Pictet & Cie SA | 11,382 | $326.7K | 0.00% | +930+8.9% | Added |
| 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 |
| US Bancorp | 11,137 | $319.6K | 0.00% | −149−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 11,125 | $319.3K | 0.08% | +11,125 | New |
| The PNC Financial Services Group, Inc. | 11,057 | $317.3K | 0.00% | −18,576−62.7% | Reduced |
| Metis Global Partners, LLC | 10,788 | $309.6K | 0.03% | +10,788 | New |
| M&T Bank Corp | 10,698 | $307.0K | 0.00% | −3,486−24.6% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,696 | $307.0K | 0.02% | +10,696 | New |
| SG Americas Securities, LLC | 10,613 | $305.0K | 0.00% | +10,613 | New |
| Alps Advisors Inc | 10,541 | $302.5K | 0.00% | −47−0.4% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,248 | $294.1K | 0.00% | +2,890+39.3% | Added |
| Park Avenue Securities LLC | 9,781 | $281.0K | 0.00% | +1,028+11.7% | Added |
| Symmetry Partners, LLC | 9,746 | $280.0K | 0.02% | 00.0% | Unchanged |
| Citadel Advisors LLC | 9,715 | $278.8K | 0.00% | −526,354−98.2% | Reduced |
| Seeyond | 9,661 | $277.3K | 0.03% | +5,532+134.0% | Added |
| Creative Planning | 9,569 | $274.6K | 0.00% | +9,569 | New |
| 44 Wealth Management LLC | 9,518 | $273.2K | 0.09% | −92−1.0% | Reduced |
| Walleye Trading LLC | 9,407 | $270.0K | 0.01% | −19,440−67.4% | Reduced |
| Integrated Wealth Concepts LLC | 9,088 | $261.0K | 0.01% | −624−6.4% | Reduced |
| Vestcor Inc | 8,920 | $256.0K | 0.01% | −62−0.7% | Reduced |
| Versor Investments LP | 8,900 | $255.4K | 0.02% | −11,351−56.1% | Reduced |