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 |
|---|---|---|---|---|---|
| Nissay Asset Management Corp | 41,201 | $1.05M | 0.01% | −1,827−4.2% | Reduced |
| Winton Group Ltd | 41,432 | $1.05M | 0.06% | −14,788−26.3% | Reduced |
| Rockefeller Capital Management L.P. | 42,140 | $1.07M | 0.00% | +9,642+29.7% | Added |
| Public Employees Retirement Association of Colorado | 44,267 | $1.12M | 0.01% | −2,188−4.7% | Reduced |
| Walleye Trading LLC | 45,343 | $1.15M | 0.04% | +35,936+382.0% | Added |
| Public Sector Pension Investment Board | 45,383 | $1.15M | 0.01% | +5,007+12.4% | Added |
| Rodgers Brothers Inc. | 45,400 | $1.15M | 0.22% | +750+1.7% | Added |
| Voya Investment Management LLC | 47,609 | $1.21M | 0.00% | −937,804−95.2% | Reduced |
| Gulf International Bank (UK) Ltd | 49,260 | $1.25M | 0.03% | −13,658−21.7% | Reduced |
| Achmea Investment Management B.V. | 50,460 | $1.28M | 0.04% | +10,470+26.2% | Added |
| EJF Capital LLC | 50,500 | $1.28M | 0.48% | −6,321−11.1% | Reduced |
| Van Eck Associates Corp | 51,064 | $1.30M | 0.00% | +899+1.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.44M | 0.15% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 57,467 | $1.46M | 0.20% | +57,467 | New |
| Quadrature Capital Ltd | 58,930 | $1.50M | 0.04% | +58,930 | New |
| Quantbot Technologies LP | 59,728 | $1.52M | 0.11% | +59,728 | New |
| Searle & Co. | 58,900 | $1.53M | 0.50% | +58,900 | New |
| Jupiter Asset Management Ltd | 60,673 | $1.54M | 0.02% | +60,673 | New |
| First Republic Investment Management, Inc. | 60,802 | $1.54M | 0.00% | +22,508+58.8% | Added |
| Chartwell Investment Partners, LLC | 61,346 | $1.56M | 0.06% | 00.0% | Unchanged |
| PGGM Investments | 64,243 | $1.63M | 0.03% | +31,825+98.2% | Added |
| TCW Group Inc | 64,672 | $1.64M | 0.02% | −1,019−1.6% | Reduced |
| Handelsbanken Fonder AB | 64,700 | $1.64M | 0.01% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 65,008 | $1.65M | 1.27% | −125−0.2% | Reduced |
| Utah Retirement Systems | 65,538 | $1.66M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 66,043 | $1.68M | 0.00% | −11,045−14.3% | Reduced |
| DekaBank Deutsche Girozentrale | 75,161 | $1.85M | 0.00% | +5,387+7.7% | Added |
| BTC Capital Management, Inc. | 73,438 | $1.86M | 0.21% | −38,316−34.3% | Reduced |
| KBC Group NV | 74,271 | $1.89M | 0.01% | −16,795−18.4% | Reduced |
| Tredje AP-fonden | 78,466 | $1.99M | 0.03% | +2,532+3.3% | Added |
| Algert Global LLC | 85,550 | $2.17M | 0.10% | +85,550 | New |
| DnB Asset Management AS | 85,621 | $2.17M | 0.01% | −9,262−9.8% | Reduced |
| Hennessy Advisors Inc | 86,500 | $2.20M | 0.16% | +86,500 | New |
| Vident Investment Advisory, LLC | 86,541 | $2.20M | 0.07% | +78,023+916.0% | Added |
| Kendall Capital Management | 87,449 | $2.22M | 1.07% | −55−0.1% | Reduced |
| Nomura Asset Management Co Ltd | 89,743 | $2.28M | 0.01% | +714+0.8% | Added |
| First National Bank of Omaha | 93,150 | $2.37M | 0.14% | +25,234+37.2% | Added |
| Stifel Financial Corp | 96,968 | $2.46M | 0.00% | −34,195−26.1% | Reduced |
| 1832 Asset Management L.P. | 97,030 | $2.46M | 0.01% | +1,911+2.0% | Added |
| American Trust Investment Advisors, LLC | 97,055 | $2.46M | 1.48% | +3,530+3.8% | Added |
| Macquarie Group Ltd | 100,642 | $2.56M | 0.00% | +8,040+8.7% | Added |
| Alliancebernstein L.P. | 102,585 | $2.60M | 0.00% | −1,261−1.2% | Reduced |
| Abn Amro Investment Solutions | 104,357 | $2.65M | 0.05% | +104,357 | New |
| Arizona State Retirement System | 107,582 | $2.73M | 0.02% | +1,259+1.2% | Added |
| Hohimer Wealth Management, LLC | 108,101 | $2.74M | 0.79% | +62,974+139.5% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 108,448 | $2.75M | 0.07% | +64,187+145.0% | Added |
| Oregon Public Employees Retirement Fund | 112,091 | $2.85M | 0.04% | −7,703−6.4% | Reduced |
| Principal Financial Group Inc | 116,968 | $2.97M | 0.00% | +1,505+1.3% | Added |
| Standard Life Aberdeen plc | 118,928 | $3.02M | 0.01% | +30,272+34.1% | Added |
| IFM Investors Pty Ltd | 119,539 | $3.04M | 0.05% | +1,117+0.9% | Added |
| Royal London Asset Management Ltd | 125,370 | $3.18M | 0.01% | −4,642−3.6% | Reduced |
| Foster & Motley Inc | 125,910 | $3.20M | 0.26% | −503−0.4% | Reduced |
| Toronto Dominion Bank | 127,926 | $3.25M | 0.01% | +19,368+17.8% | Added |
| Engineers Gate Manager LP | 131,073 | $3.33M | 0.14% | +22,728+21.0% | Added |
| Squarepoint Ops LLC | 137,138 | $3.48M | 0.02% | +99,572+265.1% | Added |
| Candriam Luxembourg S.C.A. | 156,747 | $3.66M | 0.03% | +105,910+208.3% | Added |
| Asset Management One Co.,Ltd. | 145,249 | $3.69M | 0.02% | −771−0.5% | Reduced |
| Pictet Asset Management SA | 151,442 | $3.85M | 0.00% | −300−0.2% | Reduced |
| Man Group plc | – | $3.87M | 0.01% | – | – |
| Graham Capital Management, L.P. | 154,324 | $3.92M | 0.14% | +154,324 | New |
| Natixis Advisors, L.P. | 154,443 | $3.92M | 0.01% | −24,498−13.7% | Reduced |
| Highland Capital Management, LLC | 154,543 | $3.92M | 0.29% | −927−0.6% | Reduced |
| Keeley-Teton Advisors, LLC | 154,565 | $3.92M | 0.48% | −3,342−2.1% | Reduced |
| Nordea Investment Management AB | 159,451 | $3.94M | 0.01% | −16,103−9.2% | Reduced |
| Power Corp of Canada | 169,759 | $4.00M | 0.42% | +93,149+121.6% | Added |
| Kempner Capital Management Inc. | 159,428 | $4.05M | 2.37% | +30,709+23.9% | Added |
| American Century Companies Inc | 159,890 | $4.05M | 0.00% | −96,855−37.7% | Reduced |
| Treasurer of the State of North Carolina | 161,148 | $4.09M | 0.02% | +1,150+0.7% | Added |
| Uniplan Investment Counsel, Inc. | 163,107 | $4.14M | 0.29% | −834−0.5% | Reduced |
| Eagle Asset Management Inc | 166,544 | $4.23M | 0.02% | −911−0.5% | Reduced |
| Franklin Resources Inc | 167,787 | $4.26M | 0.00% | +25,384+17.8% | Added |
| Millennium Management LLC | 171,368 | $4.35M | 0.01% | −473,385−73.4% | Reduced |
| AXA S.A. | 172,395 | $4.38M | 0.02% | −24,874−12.6% | Reduced |
| Public Employees Retirement System of Ohio | 183,264 | $4.65M | 0.02% | −11,555−5.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 184,397 | $4.68M | 0.06% | +23,000+14.3% | Added |
| Mn Services Vermogensbeheer B.V. | 190,300 | $4.83M | 0.05% | 00.0% | Unchanged |
| National Pension Service | 199,785 | $4.93M | 0.01% | +199,785 | New |
| State of New Jersey Common Pension Fund D | 195,625 | $4.97M | 0.02% | −9,783−4.8% | Reduced |
| Forsta Ap-Fonden | 196,100 | $4.98M | 0.06% | +196,100 | New |
| JPMorgan Chase & Co | 196,515 | $4.99M | 0.00% | −210,398−51.7% | Reduced |
| Hudson Bay Capital Management LP | 200,000 | $5.08M | 0.06% | +200,000 | New |
| Hyperion Capital Advisors LP | 206,061 | $5.23M | 2.51% | 00.0% | Unchanged |
| Oliver Luxxe Assets LLC | 208,030 | $5.28M | 1.39% | +5,927+2.9% | Added |
| Andra AP-fonden | 208,300 | $5.29M | 0.14% | +31,300+17.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 211,986 | $5.38M | 0.13% | +9,963+4.9% | Added |
| Victory Capital Management Inc | 220,337 | $5.59M | 0.01% | −4,665−2.1% | Reduced |
| BlueMar Capital Management, LLC | 225,279 | $5.72M | 5.33% | +59,468+35.9% | Added |
| Oppenheimer Asset Management Inc. | 249,650 | $6.34M | 0.10% | −551−0.2% | Reduced |
| UBS Group AG | 255,781 | $6.49M | 0.00% | +29,802+13.2% | Added |
| Holocene Advisors, LP | 259,732 | $6.59M | 0.03% | +74,745+40.4% | Added |
| Brandywine Global Investment Management, LLC | 265,759 | $6.75M | 0.05% | −75,055−22.0% | Reduced |
| Walleye Capital LLC | 266,714 | $6.77M | 0.14% | +266,714 | New |
| Raymond James & Associates | 273,370 | $6.94M | 0.01% | −14,946−5.2% | Reduced |
| Teacher Retirement System of Texas | 274,416 | $6.97M | 0.05% | −4,345−1.6% | Reduced |
| Citigroup Inc | 281,709 | $7.15M | 0.01% | +33,995+13.7% | Added |
| Interval Partners, LP | 281,713 | $7.15M | 0.40% | −91,624−24.5% | Reduced |
| Jane Street Group, LLC | 284,725 | $7.23M | 0.01% | +249,475+707.7% | Added |
| Susquehanna International Group, LLP | 296,839 | $7.54M | 0.01% | +249,136+522.3% | Added |
| ExodusPoint Capital Management, LP | 300,546 | $7.63M | 0.09% | +246,051+451.5% | Added |
| Great West Life Assurance Co | 302,478 | $7.69M | 0.02% | −28,160−8.5% | Reduced |