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, Q2 2023
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 380
- −11 vs. Q1 2023
- Shares held
- 345.4M
- −7.62M (−2.2%) vs. Q1 2023
- Total value
- $9.35B
- +$424.3M (+4.8%) vs. Q1 2023
- New holders
- 48
- 117 more added
- Sold out
- 59
- 165 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,162,980 | $1.01B | 0.02% | −493,203−1.3% | Reduced |
| Price T Rowe Associates Inc | 33,983,104 | $923.0M | 0.13% | +1,480,365+4.6% | Added |
| BlackRock Inc. | 29,730,934 | $807.5M | 0.02% | −3,713,704−11.1% | Reduced |
| Pzena Investment Management LLC | 24,452,076 | $664.1M | 2.83% | +971,884+4.1% | Added |
| Wellington Management Group LLP | 20,772,186 | $564.2M | 0.11% | +3,640,838+21.3% | Added |
| Norges Bank | 20,618,580 | $560.0M | 0.11% | +2,530,008+14.0% | Added |
| Canada Pension Plan Investment Board | 18,166,769 | $493.4M | 0.75% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 11,176,504 | $303.6M | 15.10% | +4,245,357+61.3% | Added |
| Invesco Ltd. | 10,493,812 | $285.0M | 0.07% | +118,744+1.1% | Added |
| State Street Corp | 9,743,874 | $264.6M | 0.01% | −189,689−1.9% | Reduced |
| Massachusetts Financial Services Co | 9,697,438 | $263.4M | 0.09% | +152,927+1.6% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $206.4M | 22.65% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,392,077 | $173.6M | 0.20% | −560,867−8.1% | Reduced |
| Thornburg Investment Management Inc | 5,446,769 | $147.9M | 2.40% | +236,724+4.5% | Added |
| Geode Capital Management, LLC | 4,940,072 | $133.9M | 0.02% | +74,925+1.5% | Added |
| Nuveen Asset Management, LLC | 3,983,531 | $108.2M | 0.04% | −331,642−7.7% | Reduced |
| Dimensional Fund Advisors LP | 3,970,844 | $107.8M | 0.03% | −168,354−4.1% | Reduced |
| Citadel Advisors LLC | 3,698,402 | $100.4M | 0.11% | +2,768,947+297.9% | Added |
| Clearbridge Investments, LLC | 3,492,223 | $94.8M | 0.09% | +112,587+3.3% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,365,532 | $91.4M | 0.34% | +2,320+0.1% | Added |
| Northern Trust Corp | 3,130,992 | $85.0M | 0.02% | +180,991+6.1% | Added |
| FIL Ltd | 3,087,500 | $83.9M | 0.09% | −154,390−4.8% | Reduced |
| Morgan Stanley | 3,007,502 | $81.7M | 0.01% | +100,371+3.5% | Added |
| Ensign Peak Advisors, Inc | 2,831,012 | $76.9M | 0.16% | +317,348+12.6% | Added |
| FMR LLC | 2,162,301 | $58.7M | 0.00% | −672,189−23.7% | Reduced |
| Charles Schwab Investment Management Inc | 2,059,880 | $55.9M | 0.02% | −48,893−2.3% | Reduced |
| Bank of New York Mellon Corp | 2,041,771 | $55.5M | 0.01% | −185,806−8.3% | Reduced |
| Legal & General Group Plc | 1,905,394 | $51.8M | 0.02% | −62,523−3.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 1,879,106 | $51.0M | 0.76% | +34,025+1.8% | Added |
| Ameriprise Financial Inc | 1,843,151 | $50.1M | 0.02% | +231,561+14.4% | Added |
| UBS Asset Management Americas Inc | 1,764,461 | $44.8M | 0.02% | 00.0% | Unchanged |
| Ci Investments Inc. | 1,595,786 | $43.3M | 0.22% | −3,230,703−66.9% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,500,000 | $40.7M | 0.09% | +1,500,000 | New |
| Robeco Institutional Asset Management B.V. | 1,470,753 | $39.9M | 0.10% | −205,122−12.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,337,772 | $36.3M | 1.58% | +206,799+18.3% | Added |
| Poplar Forest Capital LLC | 1,298,094 | $35.3M | 4.61% | +112,655+9.5% | Added |
| Swiss National Bank | 1,296,600 | $35.2M | 0.02% | +1,296,600 | New |
| Gillson Capital LP | 1,202,894 | $32.7M | 2.88% | −233,347−16.2% | Reduced |
| Voya Investment Management LLC | 1,186,439 | $32.2M | 0.03% | +1,138,830+2,392.0% | Added |
| Millennium Management LLC | 1,039,273 | $28.2M | 0.03% | +867,905+506.5% | Added |
| Swedbank AB | 1,001,942 | $27.2M | 0.05% | +32,966+3.4% | Added |
| Goldman Sachs Group Inc | 929,891 | $25.3M | 0.01% | −295,078−24.1% | Reduced |
| Storebrand Asset Management AS | 897,384 | $24.4M | 0.11% | +13,401+1.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 896,729 | $24.4M | 0.02% | −202,644−18.4% | Reduced |
| Deutsche Bank AG | 861,678 | $23.4M | 0.01% | −197,786−18.7% | Reduced |
| Bank of Montreal | 846,802 | $23.1M | 0.01% | +405,770+92.0% | Added |
| Credit Suisse AG | 844,103 | $22.9M | 0.02% | −51,819−5.8% | Reduced |
| AQR Capital Management LLC | 708,451 | $19.2M | 0.04% | −197,437−21.8% | Reduced |
| California Public Employees Retirement System | 679,197 | $18.4M | 0.02% | −79,319−10.5% | Reduced |
| Barclays PLC | 628,532 | $17.1M | 0.01% | −26,594−4.1% | Reduced |
| Lazard Asset Management LLC | 625,924 | $17.0M | 0.02% | +17,009+2.8% | Added |
| California State Teachers Retirement System | 612,577 | $16.6M | 0.02% | −42,540−6.5% | Reduced |
| APG Asset Management N.V. | 666,211 | $16.6M | 0.03% | −1,400−0.2% | Reduced |
| LSV Asset Management | 608,177 | $16.5M | 0.04% | −10,400−1.7% | Reduced |
| Alyeska Investment Group, L.P. | 602,963 | $16.4M | 0.12% | −397,915−39.8% | Reduced |
| Amundi | 574,304 | $15.7M | 0.01% | −554,526−49.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 565,925 | $15.4M | 0.04% | −31,821−5.3% | Reduced |
| Algebris (UK) Ltd | 560,729 | $15.2M | 7.45% | +41,266+7.9% | Added |
| Soapstone Management L.P. | 525,000 | $14.3M | 6.37% | +75,000+16.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 509,733 | $13.8M | 0.30% | +297,747+140.5% | Added |
| Wells Fargo & Company | 509,440 | $13.8M | 0.00% | −105,661−17.2% | Reduced |
| Bank of America Corp | 501,127 | $13.6M | 0.00% | −373,917−42.7% | Reduced |
| Russell Investments Group, Ltd. | 485,915 | $13.2M | 0.03% | +47,224+10.8% | Added |
| Rhumbline Advisers | 485,413 | $13.2M | 0.01% | +86,437+21.7% | Added |
| Qube Research & Technologies Ltd | 484,696 | $13.2M | 0.05% | −412,178−46.0% | Reduced |
| Glenmede Trust Co NA | 499,293 | $12.7M | 0.07% | −993−0.2% | Reduced |
| New York State Common Retirement Fund | 466,552 | $12.7M | 0.02% | −27,151−5.5% | Reduced |
| Putnam Investments LLC | 439,429 | $11.9M | 0.02% | −59,209−11.9% | Reduced |
| State of Wisconsin Investment Board | 435,540 | $11.8M | 0.03% | −13,577−3.0% | Reduced |
| SEI Investments Co | 431,136 | $11.7M | 0.02% | +27,310+6.8% | Added |
| State Board of Administration of Florida Retirement System | 425,026 | $11.5M | 0.03% | −22,584−5.0% | Reduced |
| Allianz Asset Management GmbH | 421,401 | $11.4M | 0.02% | +94,001+28.7% | Added |
| Thrivent Financial for Lutherans | 376,569 | $10.2M | 0.02% | −1,517,005−80.1% | Reduced |
| Brandywine Global Investment Management, LLC | 372,364 | $10.1M | 0.08% | +106,605+40.1% | Added |
| HSBC Holdings PLC | 350,100 | $9.51M | 0.01% | +19,276+5.8% | Added |
| Walleye Capital LLC | 342,485 | $9.30M | 0.16% | +75,771+28.4% | Added |
| Susquehanna International Group, LLP | 341,930 | $9.29M | 0.01% | +45,091+15.2% | Added |
| Community Trust & Investment Co | 333,415 | $9.06M | 0.73% | −209−0.1% | Reduced |
| Forsta Ap-Fonden | 320,100 | $8.69M | 0.09% | +124,000+63.2% | Added |
| Neuberger Berman Group LLC | 310,323 | $8.43M | 0.01% | −285,899−48.0% | Reduced |
| Point72 Asset Management, L.P. | 300,200 | $8.15M | 0.03% | −170,824−36.3% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $8.15M | 0.08% | +100,000+50.0% | Added |
| Great West Life Assurance Co | 292,289 | $7.98M | 0.02% | −10,189−3.4% | Reduced |
| JPMorgan Chase & Co | 291,983 | $7.93M | 0.00% | +95,468+48.6% | Added |
| Oppenheimer Asset Management Inc. | 277,365 | $7.53M | 0.11% | +27,715+11.1% | Added |
| Callodine Capital Management, LP | 265,000 | $7.20M | 2.07% | −215,000−44.8% | Reduced |
| UBS Group AG | 261,791 | $7.11M | 0.00% | +6,010+2.3% | Added |
| Andra AP-fonden | 261,300 | $7.10M | 0.18% | +53,000+25.4% | Added |
| Cinctive Capital Management LP | 260,938 | $7.09M | 0.28% | +260,938 | New |
| Twinbeech Capital LP | 256,579 | $6.97M | 0.14% | −354,497−58.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 227,911 | $6.19M | 0.05% | −586,168−72.0% | Reduced |
| Envestnet Asset Management Inc | 220,151 | $5.98M | 0.00% | −1,471,534−87.0% | Reduced |
| BlueMar Capital Management, LLC | 219,568 | $5.96M | 5.72% | −5,711−2.5% | Reduced |
| Graham Capital Management, L.P. | 209,111 | $5.68M | 0.19% | +54,787+35.5% | Added |
| Holocene Advisors, LP | 207,220 | $5.63M | 0.02% | −52,512−20.2% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $5.60M | 3.04% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 200,280 | $5.44M | 0.03% | −684,593−77.4% | Reduced |
| CBOE Vest Financial, LLC | 197,616 | $5.37M | 0.50% | +140,149+243.9% | Added |
| State of New Jersey Common Pension Fund D | 195,625 | $5.31M | 0.02% | 00.0% | Unchanged |
| Interval Partners, LP | 187,642 | $5.10M | 0.26% | −94,071−33.4% | Reduced |