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 | 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, 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 |
|---|---|---|---|---|---|
| Raymond James & Associates | 273,370 | $6.94M | 0.01% | −14,946−5.2% | Reduced |
| Walleye Capital LLC | 266,714 | $6.77M | 0.14% | +266,714 | New |
| Brandywine Global Investment Management, LLC | 265,759 | $6.75M | 0.05% | −75,055−22.0% | Reduced |
| Holocene Advisors, LP | 259,732 | $6.59M | 0.03% | +74,745+40.4% | Added |
| UBS Group AG | 255,781 | $6.49M | 0.00% | +29,802+13.2% | Added |
| Oppenheimer Asset Management Inc. | 249,650 | $6.34M | 0.10% | −551−0.2% | Reduced |
| BlueMar Capital Management, LLC | 225,279 | $5.72M | 5.33% | +59,468+35.9% | Added |
| Victory Capital Management Inc | 220,337 | $5.59M | 0.01% | −4,665−2.1% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 211,986 | $5.38M | 0.13% | +9,963+4.9% | Added |
| Andra AP-fonden | 208,300 | $5.29M | 0.14% | +31,300+17.7% | Added |
| Oliver Luxxe Assets LLC | 208,030 | $5.28M | 1.39% | +5,927+2.9% | Added |
| Hyperion Capital Advisors LP | 206,061 | $5.23M | 2.51% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 200,000 | $5.08M | 0.06% | +200,000 | New |
| JPMorgan Chase & Co | 196,515 | $4.99M | 0.00% | −210,398−51.7% | Reduced |
| Forsta Ap-Fonden | 196,100 | $4.98M | 0.06% | +196,100 | New |
| State of New Jersey Common Pension Fund D | 195,625 | $4.97M | 0.02% | −9,783−4.8% | Reduced |
| National Pension Service | 199,785 | $4.93M | 0.01% | +199,785 | New |
| Mn Services Vermogensbeheer B.V. | 190,300 | $4.83M | 0.05% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 184,397 | $4.68M | 0.06% | +23,000+14.3% | Added |
| Public Employees Retirement System of Ohio | 183,264 | $4.65M | 0.02% | −11,555−5.9% | Reduced |
| AXA S.A. | 172,395 | $4.38M | 0.02% | −24,874−12.6% | Reduced |
| Millennium Management LLC | 171,368 | $4.35M | 0.01% | −473,385−73.4% | Reduced |
| Franklin Resources Inc | 167,787 | $4.26M | 0.00% | +25,384+17.8% | Added |
| Eagle Asset Management Inc | 166,544 | $4.23M | 0.02% | −911−0.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 163,107 | $4.14M | 0.29% | −834−0.5% | Reduced |
| Treasurer of the State of North Carolina | 161,148 | $4.09M | 0.02% | +1,150+0.7% | Added |
| American Century Companies Inc | 159,890 | $4.05M | 0.00% | −96,855−37.7% | Reduced |
| Kempner Capital Management Inc. | 159,428 | $4.05M | 2.37% | +30,709+23.9% | Added |
| Power Corp of Canada | 169,759 | $4.00M | 0.42% | +93,149+121.6% | Added |
| Nordea Investment Management AB | 159,451 | $3.94M | 0.01% | −16,103−9.2% | Reduced |
| Keeley-Teton Advisors, LLC | 154,565 | $3.92M | 0.48% | −3,342−2.1% | Reduced |
| Highland Capital Management, LLC | 154,543 | $3.92M | 0.29% | −927−0.6% | Reduced |
| Natixis Advisors, L.P. | 154,443 | $3.92M | 0.01% | −24,498−13.7% | Reduced |
| Graham Capital Management, L.P. | 154,324 | $3.92M | 0.14% | +154,324 | New |
| Man Group plc | – | $3.87M | 0.01% | – | – |
| Pictet Asset Management SA | 151,442 | $3.85M | 0.00% | −300−0.2% | Reduced |
| Asset Management One Co.,Ltd. | 145,249 | $3.69M | 0.02% | −771−0.5% | Reduced |
| Candriam Luxembourg S.C.A. | 156,747 | $3.66M | 0.03% | +105,910+208.3% | Added |
| Squarepoint Ops LLC | 137,138 | $3.48M | 0.02% | +99,572+265.1% | Added |
| Engineers Gate Manager LP | 131,073 | $3.33M | 0.14% | +22,728+21.0% | Added |
| Toronto Dominion Bank | 127,926 | $3.25M | 0.01% | +19,368+17.8% | Added |
| Foster & Motley Inc | 125,910 | $3.20M | 0.26% | −503−0.4% | Reduced |
| Royal London Asset Management Ltd | 125,370 | $3.18M | 0.01% | −4,642−3.6% | Reduced |
| IFM Investors Pty Ltd | 119,539 | $3.04M | 0.05% | +1,117+0.9% | Added |
| Standard Life Aberdeen plc | 118,928 | $3.02M | 0.01% | +30,272+34.1% | Added |
| Principal Financial Group Inc | 116,968 | $2.97M | 0.00% | +1,505+1.3% | Added |
| Oregon Public Employees Retirement Fund | 112,091 | $2.85M | 0.04% | −7,703−6.4% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 108,448 | $2.75M | 0.07% | +64,187+145.0% | Added |
| Hohimer Wealth Management, LLC | 108,101 | $2.74M | 0.79% | +62,974+139.5% | Added |
| Arizona State Retirement System | 107,582 | $2.73M | 0.02% | +1,259+1.2% | Added |
| Abn Amro Investment Solutions | 104,357 | $2.65M | 0.05% | +104,357 | New |
| Alliancebernstein L.P. | 102,585 | $2.60M | 0.00% | −1,261−1.2% | Reduced |
| Macquarie Group Ltd | 100,642 | $2.56M | 0.00% | +8,040+8.7% | Added |
| American Trust Investment Advisors, LLC | 97,055 | $2.46M | 1.48% | +3,530+3.8% | Added |
| 1832 Asset Management L.P. | 97,030 | $2.46M | 0.01% | +1,911+2.0% | Added |
| Stifel Financial Corp | 96,968 | $2.46M | 0.00% | −34,195−26.1% | Reduced |
| First National Bank of Omaha | 93,150 | $2.37M | 0.14% | +25,234+37.2% | Added |
| Nomura Asset Management Co Ltd | 89,743 | $2.28M | 0.01% | +714+0.8% | Added |
| Kendall Capital Management | 87,449 | $2.22M | 1.07% | −55−0.1% | Reduced |
| Vident Investment Advisory, LLC | 86,541 | $2.20M | 0.07% | +78,023+916.0% | Added |
| Hennessy Advisors Inc | 86,500 | $2.20M | 0.16% | +86,500 | New |
| DnB Asset Management AS | 85,621 | $2.17M | 0.01% | −9,262−9.8% | Reduced |
| Algert Global LLC | 85,550 | $2.17M | 0.10% | +85,550 | New |
| Tredje AP-fonden | 78,466 | $1.99M | 0.03% | +2,532+3.3% | Added |
| KBC Group NV | 74,271 | $1.89M | 0.01% | −16,795−18.4% | Reduced |
| BTC Capital Management, Inc. | 73,438 | $1.86M | 0.21% | −38,316−34.3% | Reduced |
| DekaBank Deutsche Girozentrale | 75,161 | $1.85M | 0.00% | +5,387+7.7% | Added |
| CI Private Wealth, LLC | 66,043 | $1.68M | 0.00% | −11,045−14.3% | Reduced |
| Utah Retirement Systems | 65,538 | $1.66M | 0.02% | 00.0% | Unchanged |
| Greenwich Investment Management, Inc. | 65,008 | $1.65M | 1.27% | −125−0.2% | Reduced |
| Handelsbanken Fonder AB | 64,700 | $1.64M | 0.01% | 00.0% | Unchanged |
| TCW Group Inc | 64,672 | $1.64M | 0.02% | −1,019−1.6% | Reduced |
| PGGM Investments | 64,243 | $1.63M | 0.03% | +31,825+98.2% | Added |
| Chartwell Investment Partners, LLC | 61,346 | $1.56M | 0.06% | 00.0% | Unchanged |
| First Republic Investment Management, Inc. | 60,802 | $1.54M | 0.00% | +22,508+58.8% | Added |
| Jupiter Asset Management Ltd | 60,673 | $1.54M | 0.02% | +60,673 | New |
| Searle & Co. | 58,900 | $1.53M | 0.50% | +58,900 | New |
| Quantbot Technologies LP | 59,728 | $1.52M | 0.11% | +59,728 | New |
| Quadrature Capital Ltd | 58,930 | $1.50M | 0.04% | +58,930 | New |
| CBOE Vest Financial, LLC | 57,467 | $1.46M | 0.20% | +57,467 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 56,900 | $1.44M | 0.15% | 00.0% | Unchanged |
| Van Eck Associates Corp | 51,064 | $1.30M | 0.00% | +899+1.8% | Added |
| EJF Capital LLC | 50,500 | $1.28M | 0.48% | −6,321−11.1% | Reduced |
| Achmea Investment Management B.V. | 50,460 | $1.28M | 0.04% | +10,470+26.2% | Added |
| Gulf International Bank (UK) Ltd | 49,260 | $1.25M | 0.03% | −13,658−21.7% | Reduced |
| Voya Investment Management LLC | 47,609 | $1.21M | 0.00% | −937,804−95.2% | Reduced |
| Rodgers Brothers Inc. | 45,400 | $1.15M | 0.22% | +750+1.7% | Added |
| Public Sector Pension Investment Board | 45,383 | $1.15M | 0.01% | +5,007+12.4% | Added |
| Walleye Trading LLC | 45,343 | $1.15M | 0.04% | +35,936+382.0% | Added |
| Public Employees Retirement Association of Colorado | 44,267 | $1.12M | 0.01% | −2,188−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 42,140 | $1.07M | 0.00% | +9,642+29.7% | Added |
| Winton Group Ltd | 41,432 | $1.05M | 0.06% | −14,788−26.3% | Reduced |
| Nissay Asset Management Corp | 41,201 | $1.05M | 0.01% | −1,827−4.2% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.05M | 0.02% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,196 | $1.05M | 0.02% | +7,224+21.3% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.04M | 0.57% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 40,413 | $1.03M | 0.11% | −4,000−9.0% | Reduced |
| Magnetar Financial LLC | 39,456 | $1.00M | 0.02% | +23,623+149.2% | Added |
| Icon Advisers Inc | 39,200 | $995.3K | 0.25% | +17,600+81.5% | Added |
| Aquatic Capital Management LLC | 39,100 | $993.0K | 0.06% | −17,400−30.8% | Reduced |