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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 38,586 | $979.7K | 0.01% | 00.0% | Unchanged |
| Amalgamated Bank | 38,507 | $978.0K | 0.01% | +754+2.0% | Added |
| LPL Financial LLC | 38,033 | $965.7K | 0.00% | +810+2.2% | Added |
| Caisse de Depot Et Placement du Quebec | 37,610 | $954.9K | 0.00% | −151,168−80.1% | Reduced |
| AMG National Trust Bank | 37,371 | $948.9K | 0.03% | +3,132+9.1% | Added |
| Dynamic Technology Lab Private Ltd | 35,600 | $904.0K | 0.08% | +20,563+136.7% | Added |
| Federated Hermes, Inc. | 35,385 | $898.4K | 0.00% | −2,914−7.6% | Reduced |
| Verdence Capital Advisors LLC | 34,929 | $886.8K | 0.11% | +11,967+52.1% | Added |
| Cubist Systematic Strategies, LLC | 34,116 | $866.2K | 0.01% | −87,716−72.0% | Reduced |
| Integrated Advisors Network LLC | 33,718 | $856.1K | 0.05% | +1,320+4.1% | Added |
| British Columbia Investment Management Corp | 33,531 | $851.4K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 33,415 | $848.4K | 0.00% | −31,334−48.4% | Reduced |
| Janus Henderson Group PLC | 31,220 | $792.2K | 0.00% | −45−0.1% | Reduced |
| Toroso Investments, LLC | 30,271 | $769.0K | 0.03% | +18,472+156.6% | Added |
| Prudential Financial Inc | 28,994 | $763.1K | 0.00% | +6,260+27.5% | Added |
| Pitcairn Co | 29,801 | $756.6K | 0.07% | +3,359+12.7% | Added |
| TD Asset Management Inc | 29,633 | $752.4K | 0.00% | +1,193+4.2% | Added |
| Elo Mutual Pension Insurance Co | 29,568 | $751.0K | 0.02% | +203+0.7% | Added |
| Maryland State Retirement & Pension System | 29,473 | $748.3K | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 29,068 | $738.0K | 0.35% | +120.0% | Added |
| Verition Fund Management LLC | 28,665 | $727.8K | 0.01% | −11,273−28.2% | Reduced |
| Banco Santander, S.A. | 27,661 | $702.3K | 0.01% | +27,661 | New |
| Intech Investment Management LLC | 26,351 | $669.1K | 0.01% | −1,594−5.7% | Reduced |
| Ontario Teachers Pension Plan Board | 25,955 | $659.0K | 0.01% | +90+0.3% | Added |
| Fox Run Management, L.L.C. | 25,178 | $639.3K | 0.21% | +8,655+52.4% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $609.7K | 0.01% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 23,189 | $588.8K | 0.03% | −7,069−23.4% | Reduced |
| Nisa Investment Advisors, LLC | 23,150 | $588.0K | 0.00% | +250+1.1% | Added |
| Gabelli Funds LLC | 23,000 | $584.0K | 0.00% | 00.0% | Unchanged |
| Mirabella Financial Services LLP | 22,874 | $580.8K | 0.12% | +22,874 | New |
| Kula Investments, LLC | 22,160 | $562.6K | 0.14% | −7,902−26.3% | Reduced |
| Mirova | 22,112 | $561.4K | 0.08% | +22,112 | New |
| B. Metzler seel. Sohn & Co. AG | 21,184 | $537.9K | 0.01% | −5,788−21.5% | Reduced |
| Gotham Asset Management, LLC | 21,177 | $537.7K | 0.01% | +21,177 | New |
| Daiwa Securities Group Inc. | 21,093 | $536.0K | 0.00% | +1,000+5.0% | Added |
| Equitable Holdings, Inc. | 20,953 | $532.0K | 0.01% | +3,554+20.4% | Added |
| M Holdings Securities, Inc. | 20,426 | $519.0K | 0.05% | −43−0.2% | Reduced |
| Greenleaf Trust | 20,300 | $515.4K | 0.01% | −354−1.7% | Reduced |
| Anchor Investment Management, LLC | 20,136 | $511.3K | 0.07% | +60.0% | Added |
| Guggenheim Capital LLC | 19,775 | $502.1K | 0.00% | −2,825−12.5% | Reduced |
| CSS LLC | 18,500 | $469.7K | 0.04% | +3,000+19.4% | Added |
| Prudential PLC | 18,437 | $468.1K | 0.01% | −4,572−19.9% | Reduced |
| Sawtooth Solutions, LLC | 17,993 | $456.8K | 0.01% | +17,993 | New |
| Virtu Financial LLC | 17,833 | $453.0K | 0.05% | +17,833 | New |
| Advisor Group Holdings, Inc. | 17,727 | $450.1K | 0.00% | −975−5.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 17,619 | $447.4K | 0.00% | +9,619+120.2% | Added |
| Zacks Investment Management | 17,304 | $439.3K | 0.01% | +4,628+36.5% | Added |
| Axq Capital, LP | 16,379 | $415.9K | 0.17% | +16,379 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 15,908 | $403.9K | 0.01% | +2,200+16.0% | Added |
| Mariner, LLC | 15,731 | $398.0K | 0.00% | +805+5.4% | Added |
| MAI Capital Management | 15,579 | $395.6K | 0.01% | −16,326−51.2% | Reduced |
| Swiss Life Asset Management Ltd | 15,356 | $390.1K | 0.01% | +1,524+11.0% | Added |
| SG Americas Securities, LLC | 15,355 | $390.0K | 0.01% | +4,742+44.7% | Added |
| Epoch Investment Partners, Inc. | 15,288 | $388.2K | 0.00% | −772−4.8% | Reduced |
| Manufacturers Life Insurance Company, The | 15,049 | $382.1K | 0.00% | +786+5.5% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $373.2K | 0.01% | 00.0% | Unchanged |
| Donoghue Forlines LLC | 14,615 | $371.1K | 0.13% | −16,493−53.0% | Reduced |
| Harbour Capital Advisors, LLC | 14,515 | $368.5K | 0.11% | +14,515 | New |
| JustInvest LLC | 14,366 | $364.7K | 0.01% | −30,575−68.0% | Reduced |
| M&T Bank Corp | 14,204 | $360.6K | 0.00% | +3,506+32.8% | Added |
| Interchange Capital Partners, LLC | 14,146 | $356.2K | 0.19% | +7,064+99.7% | Added |
| Metis Global Partners, LLC | 13,742 | $348.9K | 0.02% | +2,954+27.4% | Added |
| Signaturefd, LLC | 13,234 | $336.0K | 0.01% | −768−5.5% | Reduced |
| Shell Asset Management Co | 13,225 | $336.0K | 0.01% | 00.0% | Unchanged |
| Xponance, Inc. | 13,117 | $333.0K | 0.00% | +66+0.5% | Added |
| First National Advisers, LLC | 12,812 | $325.0K | 0.37% | +4,308+50.7% | Added |
| CIBC Asset Management Inc | 12,694 | $322.3K | 0.00% | −316−2.4% | Reduced |
| US Bancorp | 12,118 | $307.7K | 0.00% | +981+8.8% | Added |
| Raymond James Trust N.A. | 11,737 | $298.0K | 0.01% | −1,087−8.5% | Reduced |
| The PNC Financial Services Group, Inc. | 11,540 | $293.0K | 0.00% | +483+4.4% | Added |
| 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 |
| Kestra Advisory Services, LLC | 10,866 | $275.9K | 0.00% | −3,296−23.3% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 10,496 | $266.0K | 0.01% | −200−1.9% | Reduced |
| Ostrum Asset Management | 10,430 | $264.8K | 0.02% | +10,430 | New |
| Kapitalo Investimentos Ltda | 10,314 | $261.9K | 0.09% | +10,314 | New |
| Vinva Investment Management Ltd | 10,601 | $261.8K | 0.02% | +10,601 | New |
| Federation des caisses Desjardins du Quebec | 10,248 | $260.2K | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,246 | $260.1K | 0.00% | −536−5.0% | Reduced |
| Assenagon Asset Management S.A. | 10,099 | $256.4K | 0.00% | −267,850−96.4% | Reduced |
| FDx Advisors, Inc. | 8,818 | $253.0K | 0.01% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 9,877 | $250.8K | 0.17% | +1,248+14.5% | Added |
| Gsa Capital Partners LLP | 9,786 | $248.0K | 0.02% | +9,786 | New |
| Symmetry Partners, LLC | 9,746 | $247.0K | 0.01% | 00.0% | Unchanged |
| Stephens Inc | 9,680 | $245.8K | 0.00% | −3,012−23.7% | Reduced |
| Echo Street Capital Management LLC | 9,330 | $236.9K | 0.00% | +9,330 | New |
| Integrated Wealth Concepts LLC | 9,173 | $233.0K | 0.00% | +85+0.9% | Added |
| Veriti Management LLC | 8,832 | $224.2K | 0.03% | −10.0% | Reduced |
| Vestcor Inc | 8,824 | $224.0K | 0.01% | −96−1.1% | Reduced |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | 00.0% | Unchanged |
| Townsend & Associates, Inc | 8,543 | $222.0K | 0.09% | −43,544−83.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 8,694 | $220.7K | 0.02% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,573 | $217.7K | 0.00% | +8,573 | New |
| Bleakley Financial Group, LLC | 8,571 | $217.6K | 0.01% | −223−2.5% | Reduced |
| One Wealth Advisors, LLC | 8,521 | $216.3K | 0.05% | +3,484+69.2% | Added |
| Yousif Capital Management, LLC | 8,326 | $211.4K | 0.00% | −560−6.3% | Reduced |
| Vontobel Holding Ltd. | 7,986 | $202.8K | 0.00% | +396+5.2% | Added |
| Romano Brothers and Company | 7,900 | $200.6K | 0.03% | +5,150+187.3% | Added |
| Tributary Capital Management, LLC | 7,900 | $200.6K | 0.02% | +7,900 | New |
| Industrial Alliance Investment Management Inc. | 7,685 | $195.0K | 0.01% | +7,685 | New |