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, Q1 2023
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2023. 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
- 393
- −15 vs. Q4 2022
- Shares held
- 353.1M
- −8.04M (−2.2%) vs. Q4 2022
- Total value
- $8.93B
- −$1.44B (−13.9%) vs. Q4 2022
- New holders
- 51
- 137 more added
- Sold out
- 66
- 157 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,656,183 | $956.1M | 0.02% | −124,841−0.3% | Reduced |
| BlackRock Inc. | 33,444,638 | $849.2M | 0.03% | +1,223,193+3.8% | Added |
| Price T Rowe Associates Inc | 32,502,739 | $825.2M | 0.12% | −166,327−0.5% | Reduced |
| Pzena Investment Management LLC | 23,480,192 | $596.2M | 2.57% | +874,423+3.9% | Added |
| Canada Pension Plan Investment Board | 18,166,769 | $461.3M | 0.73% | −1,1180.0% | Reduced |
| Norges Bank | 18,088,572 | $459.3M | 0.10% | −1,199,212−6.2% | Reduced |
| Wellington Management Group LLP | 17,131,348 | $435.0M | 0.09% | −1,879,887−9.9% | Reduced |
| Invesco Ltd. | 10,375,068 | $263.4M | 0.07% | −318,614−3.0% | Reduced |
| State Street Corp | 9,933,563 | $252.2M | 0.01% | +336,694+3.5% | Added |
| Massachusetts Financial Services Co | 9,544,511 | $242.3M | 0.08% | +185,205+2.0% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $193.0M | 23.16% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,952,944 | $176.5M | 0.20% | +6,573,857+1,734.1% | Added |
| Sessa Capital IM, L.P. | 6,931,147 | $176.0M | 7.25% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 5,210,045 | $132.3M | 2.19% | −454,356−8.0% | Reduced |
| Geode Capital Management, LLC | 4,865,147 | $123.3M | 0.02% | +114,921+2.4% | Added |
| Ci Investments Inc. | 4,826,489 | $122.5M | 0.62% | −902,114−15.7% | Reduced |
| Nuveen Asset Management, LLC | 4,315,173 | $109.6M | 0.04% | +102,523+2.4% | Added |
| Dimensional Fund Advisors LP | 4,139,198 | $105.1M | 0.04% | −91,187−2.2% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,989,446 | $101.3M | 0.48% | −1,223,014−23.5% | Reduced |
| Clearbridge Investments, LLC | 3,379,636 | $85.8M | 0.08% | −43,743−1.3% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,363,212 | $85.4M | 0.33% | −21,000−0.6% | Reduced |
| FIL Ltd | 3,241,890 | $82.3M | 0.09% | −28,085−0.9% | Reduced |
| Northern Trust Corp | 2,950,001 | $74.9M | 0.01% | +17,766+0.6% | Added |
| Morgan Stanley | 2,907,131 | $73.8M | 0.01% | −179,578−5.8% | Reduced |
| FMR LLC | 2,834,490 | $72.0M | 0.01% | −1,468,813−34.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,513,664 | $63.8M | 0.14% | −455,551−15.3% | Reduced |
| Bank of New York Mellon Corp | 2,227,577 | $56.6M | 0.01% | −43,715−1.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,108,773 | $53.5M | 0.02% | +7,908+0.4% | Added |
| Legal & General Group Plc | 1,967,917 | $50.0M | 0.02% | −72,710−3.6% | Reduced |
| Thrivent Financial for Lutherans | 1,893,574 | $48.1M | 0.12% | −4,382,393−69.8% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,845,081 | $46.8M | 0.74% | +499,087+37.1% | Added |
| UBS Asset Management Americas Inc | 1,764,461 | $44.8M | 0.02% | +116,509+7.1% | Added |
| Robeco Institutional Asset Management B.V. | 1,675,875 | $42.6M | 0.12% | +198,533+13.4% | Added |
| Ameriprise Financial Inc | 1,611,590 | $40.9M | 0.01% | +386,162+31.5% | Added |
| Gillson Capital LP | 1,436,241 | $36.5M | 3.02% | +939,065+188.9% | Added |
| Balyasny Asset Management LLC | 1,265,901 | $32.1M | 0.11% | +1,265,901 | New |
| Goldman Sachs Group Inc | 1,224,969 | $31.1M | 0.01% | −1,785,008−59.3% | Reduced |
| Poplar Forest Capital LLC | 1,185,439 | $30.1M | 3.59% | +47,845+4.2% | Added |
| Wedge Capital Management L L P | 1,145,520 | $29.1M | 0.49% | +102,933+9.9% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,130,973 | $28.7M | 1.36% | −3,574−0.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,099,373 | $27.9M | 0.02% | +949+0.1% | Added |
| Amundi | 1,128,830 | $27.4M | 0.01% | +19,399+1.7% | Added |
| Deutsche Bank AG | 1,059,464 | $26.9M | 0.01% | −1,442,727−57.7% | Reduced |
| Alyeska Investment Group, L.P. | 1,000,878 | $25.4M | 0.22% | −151,891−13.2% | Reduced |
| Swedbank AB | 968,976 | $24.6M | 0.05% | +1,180+0.1% | Added |
| Citadel Advisors LLC | 929,455 | $23.6M | 0.03% | +919,740+9,467.2% | Added |
| STRS Ohio | 917,000 | $23.3M | 0.10% | +109,313+13.5% | Added |
| Qube Research & Technologies Ltd | 896,874 | $22.8M | 0.13% | +846,566+1,682.8% | Added |
| Credit Suisse AG | 895,922 | $22.7M | 0.02% | −140,884−13.6% | Reduced |
| Panagora Asset Management Inc | 884,873 | $22.5M | 0.14% | +70,175+8.6% | Added |
| Storebrand Asset Management AS | 883,983 | $22.4M | 0.11% | −609−0.1% | Reduced |
| AQR Capital Management LLC | 905,888 | $22.4M | 0.05% | +174,708+23.9% | Added |
| Bank of America Corp | 875,044 | $22.2M | 0.00% | −89,681−9.3% | Reduced |
| Royal Bank of Canada | 826,251 | $21.0M | 0.01% | −314,221−27.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 814,079 | $20.7M | 0.20% | +814,079 | New |
| California Public Employees Retirement System | 758,516 | $19.3M | 0.02% | −117,218−13.4% | Reduced |
| Artemis Investment Management LLP | 666,254 | $16.9M | 0.21% | −584,580−46.7% | Reduced |
| Barclays PLC | 655,126 | $16.6M | 0.02% | −594,125−47.6% | Reduced |
| California State Teachers Retirement System | 655,117 | $16.6M | 0.02% | −12,323−1.8% | Reduced |
| LSV Asset Management | 618,577 | $15.7M | 0.04% | −13,100−2.1% | Reduced |
| Wells Fargo & Company | 615,101 | $15.6M | 0.00% | −176,705−22.3% | Reduced |
| APG Asset Management N.V. | 667,611 | $15.6M | 0.03% | −22,995−3.3% | Reduced |
| Twinbeech Capital LP | 611,076 | $15.5M | 0.31% | −14,924−2.4% | Reduced |
| Lazard Asset Management LLC | 608,915 | $15.5M | 0.02% | +362,895+147.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 597,746 | $15.2M | 0.04% | −6,391−1.1% | Reduced |
| Neuberger Berman Group LLC | 596,222 | $15.1M | 0.01% | −430,302−41.9% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 592,606 | $15.0M | 0.11% | +532+0.1% | Added |
| GMT Capital Corp | 536,200 | $13.6M | 0.53% | −1,039,800−66.0% | Reduced |
| Algebris (UK) Ltd | 519,463 | $13.2M | 5.32% | +255,988+97.2% | Added |
| Aviva PLC | 515,935 | $13.1M | 0.06% | −59,031−10.3% | Reduced |
| D. E. Shaw & Co., Inc. | 501,275 | $12.7M | 0.02% | +58,884+13.3% | Added |
| Glenmede Trust Co NA | 500,286 | $12.7M | 0.07% | +11,013+2.3% | Added |
| AustralianSuper Pty Ltd | 499,111 | $12.7M | 0.09% | +279,150+126.9% | Added |
| Putnam Investments LLC | 498,638 | $12.7M | 0.02% | −51,209−9.3% | Reduced |
| New York State Common Retirement Fund | 493,703 | $12.5M | 0.02% | −22,114−4.3% | Reduced |
| Brookfield Asset Management Inc. | 489,194 | $12.4M | 0.05% | +220,675+82.2% | Added |
| Callodine Capital Management, LP | 480,000 | $12.2M | 3.60% | −38,602−7.4% | Reduced |
| Point72 Asset Management, L.P. | 471,024 | $12.0M | 0.04% | −750,576−61.4% | Reduced |
| Soapstone Management L.P. | 450,000 | $11.4M | 5.10% | −200,000−30.8% | Reduced |
| State of Wisconsin Investment Board | 449,117 | $11.4M | 0.03% | −165,942−27.0% | Reduced |
| State Board of Administration of Florida Retirement System | 447,610 | $11.4M | 0.03% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 445,718 | $11.3M | 0.04% | −226,196−33.7% | Reduced |
| Bank of Montreal | 441,032 | $11.2M | 0.01% | +367,339+498.5% | Added |
| Russell Investments Group, Ltd. | 438,691 | $11.1M | 0.02% | −117,112−21.1% | Reduced |
| SEI Investments Co | 403,826 | $10.3M | 0.02% | +75,258+22.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 400,240 | $10.2M | 0.05% | +29,604+8.0% | Added |
| Rhumbline Advisers | 398,976 | $10.1M | 0.01% | −9,916−2.4% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 382,502 | $9.71M | 0.02% | −13,691−3.5% | Reduced |
| Community Trust & Investment Co | 333,624 | $8.47M | 0.73% | −534−0.2% | Reduced |
| HSBC Holdings PLC | 330,824 | $8.39M | 0.01% | +12,278+3.9% | Added |
| Allianz Asset Management GmbH | 327,400 | $8.31M | 0.02% | +268,536+456.2% | Added |
| Envestnet Asset Management Inc | 1,691,685 | $8.22M | 0.00% | +1,312,193+345.8% | Added |
| Korea Investment CORP | 314,097 | $7.97M | 0.02% | +139,962+80.4% | Added |
| Great West Life Assurance Co | 302,478 | $7.69M | 0.02% | −28,160−8.5% | Reduced |
| ExodusPoint Capital Management, LP | 300,546 | $7.63M | 0.09% | +246,051+451.5% | Added |
| Susquehanna International Group, LLP | 296,839 | $7.54M | 0.01% | +249,136+522.3% | Added |
| Jane Street Group, LLC | 284,725 | $7.23M | 0.01% | +249,475+707.7% | Added |
| Interval Partners, LP | 281,713 | $7.15M | 0.40% | −91,624−24.5% | Reduced |
| Citigroup Inc | 281,709 | $7.15M | 0.01% | +33,995+13.7% | Added |
| Teacher Retirement System of Texas | 274,416 | $6.97M | 0.05% | −4,345−1.6% | Reduced |