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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 8,573 | $217.7K | 0.00% | +8,573 | New |
| Tokio Marine Asset Management Co Ltd | 8,694 | $220.7K | 0.02% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 8,543 | $222.0K | 0.09% | −43,544−83.6% | Reduced |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | 00.0% | Unchanged |
| Vestcor Inc | 8,824 | $224.0K | 0.01% | −96−1.1% | Reduced |
| Veriti Management LLC | 8,832 | $224.2K | 0.03% | −10.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,173 | $233.0K | 0.00% | +85+0.9% | Added |
| Echo Street Capital Management LLC | 9,330 | $236.9K | 0.00% | +9,330 | New |
| Stephens Inc | 9,680 | $245.8K | 0.00% | −3,012−23.7% | Reduced |
| Symmetry Partners, LLC | 9,746 | $247.0K | 0.01% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 9,786 | $248.0K | 0.02% | +9,786 | New |
| Van Leeuwen & Company, LLC | 9,877 | $250.8K | 0.17% | +1,248+14.5% | Added |
| FDx Advisors, Inc. | 8,818 | $253.0K | 0.01% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 10,099 | $256.4K | 0.00% | −267,850−96.4% | Reduced |
| Private Advisor Group, LLC | 10,246 | $260.1K | 0.00% | −536−5.0% | Reduced |
| Federation des caisses Desjardins du Quebec | 10,248 | $260.2K | 0.00% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 10,601 | $261.8K | 0.02% | +10,601 | New |
| Kapitalo Investimentos Ltda | 10,314 | $261.9K | 0.09% | +10,314 | New |
| Ostrum Asset Management | 10,430 | $264.8K | 0.02% | +10,430 | New |
| Meiji Yasuda Asset Management Co Ltd. | 10,496 | $266.0K | 0.01% | −200−1.9% | Reduced |
| Kestra Advisory Services, LLC | 10,866 | $275.9K | 0.00% | −3,296−23.3% | Reduced |
| Rothschild Investment Corp | 11,425 | $290.0K | 0.03% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 11,452 | $290.0K | 0.00% | +11,452 | New |
| The PNC Financial Services Group, Inc. | 11,540 | $293.0K | 0.00% | +483+4.4% | Added |
| Raymond James Trust N.A. | 11,737 | $298.0K | 0.01% | −1,087−8.5% | Reduced |
| US Bancorp | 12,118 | $307.7K | 0.00% | +981+8.8% | Added |
| CIBC Asset Management Inc | 12,694 | $322.3K | 0.00% | −316−2.4% | Reduced |
| First National Advisers, LLC | 12,812 | $325.0K | 0.37% | +4,308+50.7% | Added |
| Xponance, Inc. | 13,117 | $333.0K | 0.00% | +66+0.5% | Added |
| Shell Asset Management Co | 13,225 | $336.0K | 0.01% | 00.0% | Unchanged |
| Signaturefd, LLC | 13,234 | $336.0K | 0.01% | −768−5.5% | Reduced |
| Metis Global Partners, LLC | 13,742 | $348.9K | 0.02% | +2,954+27.4% | Added |
| Interchange Capital Partners, LLC | 14,146 | $356.2K | 0.19% | +7,064+99.7% | Added |
| M&T Bank Corp | 14,204 | $360.6K | 0.00% | +3,506+32.8% | Added |
| JustInvest LLC | 14,366 | $364.7K | 0.01% | −30,575−68.0% | Reduced |
| Harbour Capital Advisors, LLC | 14,515 | $368.5K | 0.11% | +14,515 | New |
| Donoghue Forlines LLC | 14,615 | $371.1K | 0.13% | −16,493−53.0% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $373.2K | 0.01% | 00.0% | Unchanged |
| Manufacturers Life Insurance Company, The | 15,049 | $382.1K | 0.00% | +786+5.5% | Added |
| Epoch Investment Partners, Inc. | 15,288 | $388.2K | 0.00% | −772−4.8% | Reduced |
| SG Americas Securities, LLC | 15,355 | $390.0K | 0.01% | +4,742+44.7% | Added |
| Swiss Life Asset Management Ltd | 15,356 | $390.1K | 0.01% | +1,524+11.0% | Added |
| MAI Capital Management | 15,579 | $395.6K | 0.01% | −16,326−51.2% | Reduced |
| Mariner, LLC | 15,731 | $398.0K | 0.00% | +805+5.4% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,908 | $403.9K | 0.01% | +2,200+16.0% | Added |
| Axq Capital, LP | 16,379 | $415.9K | 0.17% | +16,379 | New |
| Zacks Investment Management | 17,304 | $439.3K | 0.01% | +4,628+36.5% | Added |
| Raymond James Financial Services Advisors, Inc. | 17,619 | $447.4K | 0.00% | +9,619+120.2% | Added |
| Advisor Group Holdings, Inc. | 17,727 | $450.1K | 0.00% | −975−5.2% | Reduced |
| Virtu Financial LLC | 17,833 | $453.0K | 0.05% | +17,833 | New |
| Sawtooth Solutions, LLC | 17,993 | $456.8K | 0.01% | +17,993 | New |
| Prudential PLC | 18,437 | $468.1K | 0.01% | −4,572−19.9% | Reduced |
| CSS LLC | 18,500 | $469.7K | 0.04% | +3,000+19.4% | Added |
| Guggenheim Capital LLC | 19,775 | $502.1K | 0.00% | −2,825−12.5% | Reduced |
| Anchor Investment Management, LLC | 20,136 | $511.3K | 0.07% | +60.0% | Added |
| Greenleaf Trust | 20,300 | $515.4K | 0.01% | −354−1.7% | Reduced |
| M Holdings Securities, Inc. | 20,426 | $519.0K | 0.05% | −43−0.2% | Reduced |
| Equitable Holdings, Inc. | 20,953 | $532.0K | 0.01% | +3,554+20.4% | Added |
| Daiwa Securities Group Inc. | 21,093 | $536.0K | 0.00% | +1,000+5.0% | Added |
| Gotham Asset Management, LLC | 21,177 | $537.7K | 0.01% | +21,177 | New |
| B. Metzler seel. Sohn & Co. AG | 21,184 | $537.9K | 0.01% | −5,788−21.5% | Reduced |
| Mirova | 22,112 | $561.4K | 0.08% | +22,112 | New |
| Kula Investments, LLC | 22,160 | $562.6K | 0.14% | −7,902−26.3% | Reduced |
| Mirabella Financial Services LLP | 22,874 | $580.8K | 0.12% | +22,874 | New |
| Gabelli Funds LLC | 23,000 | $584.0K | 0.00% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 23,150 | $588.0K | 0.00% | +250+1.1% | Added |
| Ritholtz Wealth Management | 23,189 | $588.8K | 0.03% | −7,069−23.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $609.7K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 25,178 | $639.3K | 0.21% | +8,655+52.4% | Added |
| Ontario Teachers Pension Plan Board | 25,955 | $659.0K | 0.01% | +90+0.3% | Added |
| Intech Investment Management LLC | 26,351 | $669.1K | 0.01% | −1,594−5.7% | Reduced |
| Banco Santander, S.A. | 27,661 | $702.3K | 0.01% | +27,661 | New |
| Verition Fund Management LLC | 28,665 | $727.8K | 0.01% | −11,273−28.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 29,068 | $738.0K | 0.35% | +120.0% | Added |
| Maryland State Retirement & Pension System | 29,473 | $748.3K | 0.02% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 29,568 | $751.0K | 0.02% | +203+0.7% | Added |
| TD Asset Management Inc | 29,633 | $752.4K | 0.00% | +1,193+4.2% | Added |
| Pitcairn Co | 29,801 | $756.6K | 0.07% | +3,359+12.7% | Added |
| Prudential Financial Inc | 28,994 | $763.1K | 0.00% | +6,260+27.5% | Added |
| Toroso Investments, LLC | 30,271 | $769.0K | 0.03% | +18,472+156.6% | Added |
| Janus Henderson Group PLC | 31,220 | $792.2K | 0.00% | −45−0.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 33,415 | $848.4K | 0.00% | −31,334−48.4% | Reduced |
| British Columbia Investment Management Corp | 33,531 | $851.4K | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 33,718 | $856.1K | 0.05% | +1,320+4.1% | Added |
| Cubist Systematic Strategies, LLC | 34,116 | $866.2K | 0.01% | −87,716−72.0% | Reduced |
| Verdence Capital Advisors LLC | 34,929 | $886.8K | 0.11% | +11,967+52.1% | Added |
| Federated Hermes, Inc. | 35,385 | $898.4K | 0.00% | −2,914−7.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 35,600 | $904.0K | 0.08% | +20,563+136.7% | Added |
| AMG National Trust Bank | 37,371 | $948.9K | 0.03% | +3,132+9.1% | Added |
| Caisse de Depot Et Placement du Quebec | 37,610 | $954.9K | 0.00% | −151,168−80.1% | Reduced |
| LPL Financial LLC | 38,033 | $965.7K | 0.00% | +810+2.2% | Added |
| Amalgamated Bank | 38,507 | $978.0K | 0.01% | +754+2.0% | Added |
| State of Michigan Retirement System | 38,586 | $979.7K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 39,100 | $993.0K | 0.06% | −17,400−30.8% | Reduced |
| Icon Advisers Inc | 39,200 | $995.3K | 0.25% | +17,600+81.5% | Added |
| Magnetar Financial LLC | 39,456 | $1.00M | 0.02% | +23,623+149.2% | Added |
| Quinn Opportunity Partners LLC | 40,413 | $1.03M | 0.11% | −4,000−9.0% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.04M | 0.57% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,196 | $1.05M | 0.02% | +7,224+21.3% | Added |
| Illinois Municipal Retirement Fund | 41,213 | $1.05M | 0.02% | 00.0% | Unchanged |