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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 314,097 | $7.97M | 0.02% | +139,962+80.4% | Added |
| Envestnet Asset Management Inc | 1,691,685 | $8.22M | 0.00% | +1,312,193+345.8% | Added |
| Allianz Asset Management GmbH | 327,400 | $8.31M | 0.02% | +268,536+456.2% | Added |
| HSBC Holdings PLC | 330,824 | $8.39M | 0.01% | +12,278+3.9% | Added |
| Community Trust & Investment Co | 333,624 | $8.47M | 0.73% | −534−0.2% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 382,502 | $9.71M | 0.02% | −13,691−3.5% | Reduced |
| Rhumbline Advisers | 398,976 | $10.1M | 0.01% | −9,916−2.4% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 400,240 | $10.2M | 0.05% | +29,604+8.0% | Added |
| SEI Investments Co | 403,826 | $10.3M | 0.02% | +75,258+22.9% | Added |
| Russell Investments Group, Ltd. | 438,691 | $11.1M | 0.02% | −117,112−21.1% | Reduced |
| Bank of Montreal | 441,032 | $11.2M | 0.01% | +367,339+498.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 445,718 | $11.3M | 0.04% | −226,196−33.7% | Reduced |
| State Board of Administration of Florida Retirement System | 447,610 | $11.4M | 0.03% | 00.0% | Unchanged |
| State of Wisconsin Investment Board | 449,117 | $11.4M | 0.03% | −165,942−27.0% | Reduced |
| Soapstone Management L.P. | 450,000 | $11.4M | 5.10% | −200,000−30.8% | Reduced |
| Point72 Asset Management, L.P. | 471,024 | $12.0M | 0.04% | −750,576−61.4% | Reduced |
| Callodine Capital Management, LP | 480,000 | $12.2M | 3.60% | −38,602−7.4% | Reduced |
| Brookfield Asset Management Inc. | 489,194 | $12.4M | 0.05% | +220,675+82.2% | Added |
| New York State Common Retirement Fund | 493,703 | $12.5M | 0.02% | −22,114−4.3% | Reduced |
| Putnam Investments LLC | 498,638 | $12.7M | 0.02% | −51,209−9.3% | Reduced |
| AustralianSuper Pty Ltd | 499,111 | $12.7M | 0.09% | +279,150+126.9% | Added |
| Glenmede Trust Co NA | 500,286 | $12.7M | 0.07% | +11,013+2.3% | Added |
| D. E. Shaw & Co., Inc. | 501,275 | $12.7M | 0.02% | +58,884+13.3% | Added |
| Aviva PLC | 515,935 | $13.1M | 0.06% | −59,031−10.3% | Reduced |
| Algebris (UK) Ltd | 519,463 | $13.2M | 5.32% | +255,988+97.2% | Added |
| GMT Capital Corp | 536,200 | $13.6M | 0.53% | −1,039,800−66.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 592,606 | $15.0M | 0.11% | +532+0.1% | Added |
| Neuberger Berman Group LLC | 596,222 | $15.1M | 0.01% | −430,302−41.9% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 597,746 | $15.2M | 0.04% | −6,391−1.1% | Reduced |
| Lazard Asset Management LLC | 608,915 | $15.5M | 0.02% | +362,895+147.5% | Added |
| Twinbeech Capital LP | 611,076 | $15.5M | 0.31% | −14,924−2.4% | Reduced |
| APG Asset Management N.V. | 667,611 | $15.6M | 0.03% | −22,995−3.3% | Reduced |
| Wells Fargo & Company | 615,101 | $15.6M | 0.00% | −176,705−22.3% | Reduced |
| LSV Asset Management | 618,577 | $15.7M | 0.04% | −13,100−2.1% | Reduced |
| California State Teachers Retirement System | 655,117 | $16.6M | 0.02% | −12,323−1.8% | Reduced |
| Barclays PLC | 655,126 | $16.6M | 0.02% | −594,125−47.6% | Reduced |
| Artemis Investment Management LLP | 666,254 | $16.9M | 0.21% | −584,580−46.7% | Reduced |
| California Public Employees Retirement System | 758,516 | $19.3M | 0.02% | −117,218−13.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 814,079 | $20.7M | 0.20% | +814,079 | New |
| Royal Bank of Canada | 826,251 | $21.0M | 0.01% | −314,221−27.6% | Reduced |
| Bank of America Corp | 875,044 | $22.2M | 0.00% | −89,681−9.3% | Reduced |
| AQR Capital Management LLC | 905,888 | $22.4M | 0.05% | +174,708+23.9% | Added |
| Storebrand Asset Management AS | 883,983 | $22.4M | 0.11% | −609−0.1% | Reduced |
| Panagora Asset Management Inc | 884,873 | $22.5M | 0.14% | +70,175+8.6% | Added |
| Credit Suisse AG | 895,922 | $22.7M | 0.02% | −140,884−13.6% | Reduced |
| Qube Research & Technologies Ltd | 896,874 | $22.8M | 0.13% | +846,566+1,682.8% | Added |
| STRS Ohio | 917,000 | $23.3M | 0.10% | +109,313+13.5% | Added |
| Citadel Advisors LLC | 929,455 | $23.6M | 0.03% | +919,740+9,467.2% | Added |
| Swedbank AB | 968,976 | $24.6M | 0.05% | +1,180+0.1% | Added |
| Alyeska Investment Group, L.P. | 1,000,878 | $25.4M | 0.22% | −151,891−13.2% | Reduced |
| Deutsche Bank AG | 1,059,464 | $26.9M | 0.01% | −1,442,727−57.7% | Reduced |
| Amundi | 1,128,830 | $27.4M | 0.01% | +19,399+1.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,099,373 | $27.9M | 0.02% | +949+0.1% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,130,973 | $28.7M | 1.36% | −3,574−0.3% | Reduced |
| Wedge Capital Management L L P | 1,145,520 | $29.1M | 0.49% | +102,933+9.9% | Added |
| Poplar Forest Capital LLC | 1,185,439 | $30.1M | 3.59% | +47,845+4.2% | Added |
| Goldman Sachs Group Inc | 1,224,969 | $31.1M | 0.01% | −1,785,008−59.3% | Reduced |
| Balyasny Asset Management LLC | 1,265,901 | $32.1M | 0.11% | +1,265,901 | New |
| Gillson Capital LP | 1,436,241 | $36.5M | 3.02% | +939,065+188.9% | Added |
| Ameriprise Financial Inc | 1,611,590 | $40.9M | 0.01% | +386,162+31.5% | Added |
| Robeco Institutional Asset Management B.V. | 1,675,875 | $42.6M | 0.12% | +198,533+13.4% | Added |
| UBS Asset Management Americas Inc | 1,764,461 | $44.8M | 0.02% | +116,509+7.1% | Added |
| O'Shaughnessy Asset Management, LLC | 1,845,081 | $46.8M | 0.74% | +499,087+37.1% | Added |
| Thrivent Financial for Lutherans | 1,893,574 | $48.1M | 0.12% | −4,382,393−69.8% | Reduced |
| Legal & General Group Plc | 1,967,917 | $50.0M | 0.02% | −72,710−3.6% | Reduced |
| Charles Schwab Investment Management Inc | 2,108,773 | $53.5M | 0.02% | +7,908+0.4% | Added |
| Bank of New York Mellon Corp | 2,227,577 | $56.6M | 0.01% | −43,715−1.9% | Reduced |
| Ensign Peak Advisors, Inc | 2,513,664 | $63.8M | 0.14% | −455,551−15.3% | Reduced |
| FMR LLC | 2,834,490 | $72.0M | 0.01% | −1,468,813−34.1% | Reduced |
| Morgan Stanley | 2,907,131 | $73.8M | 0.01% | −179,578−5.8% | Reduced |
| Northern Trust Corp | 2,950,001 | $74.9M | 0.01% | +17,766+0.6% | Added |
| FIL Ltd | 3,241,890 | $82.3M | 0.09% | −28,085−0.9% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,363,212 | $85.4M | 0.33% | −21,000−0.6% | Reduced |
| Clearbridge Investments, LLC | 3,379,636 | $85.8M | 0.08% | −43,743−1.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,989,446 | $101.3M | 0.48% | −1,223,014−23.5% | Reduced |
| Dimensional Fund Advisors LP | 4,139,198 | $105.1M | 0.04% | −91,187−2.2% | Reduced |
| Nuveen Asset Management, LLC | 4,315,173 | $109.6M | 0.04% | +102,523+2.4% | Added |
| Ci Investments Inc. | 4,826,489 | $122.5M | 0.62% | −902,114−15.7% | Reduced |
| Geode Capital Management, LLC | 4,865,147 | $123.3M | 0.02% | +114,921+2.4% | Added |
| Thornburg Investment Management Inc | 5,210,045 | $132.3M | 2.19% | −454,356−8.0% | Reduced |
| Sessa Capital IM, L.P. | 6,931,147 | $176.0M | 7.25% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,952,944 | $176.5M | 0.20% | +6,573,857+1,734.1% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $193.0M | 23.16% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 9,544,511 | $242.3M | 0.08% | +185,205+2.0% | Added |
| State Street Corp | 9,933,563 | $252.2M | 0.01% | +336,694+3.5% | Added |
| Invesco Ltd. | 10,375,068 | $263.4M | 0.07% | −318,614−3.0% | Reduced |
| Wellington Management Group LLP | 17,131,348 | $435.0M | 0.09% | −1,879,887−9.9% | Reduced |
| Norges Bank | 18,088,572 | $459.3M | 0.10% | −1,199,212−6.2% | Reduced |
| Canada Pension Plan Investment Board | 18,166,769 | $461.3M | 0.73% | −1,1180.0% | Reduced |
| Pzena Investment Management LLC | 23,480,192 | $596.2M | 2.57% | +874,423+3.9% | Added |
| Price T Rowe Associates Inc | 32,502,739 | $825.2M | 0.12% | −166,327−0.5% | Reduced |
| BlackRock Inc. | 33,444,638 | $849.2M | 0.03% | +1,223,193+3.8% | Added |
| Vanguard Group Inc | 37,656,183 | $956.1M | 0.02% | −124,841−0.3% | Reduced |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,812,808−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,360,291−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −790,359−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −335,295−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −279,046−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −227,230−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −199,509−100.0% | Sold out |