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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 8,550 | $232.2K | 0.03% | +650+8.2% | Added |
| Veriti Management LLC | 8,767 | $238.1K | 0.03% | −65−0.7% | Reduced |
| Kathmere Capital Management, LLC | 8,805 | $239.1K | 0.04% | +8,805 | New |
| Vestcor Inc | 8,824 | $240.0K | 0.01% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 8,913 | $242.1K | 0.00% | −260−2.8% | Reduced |
| MAI Capital Management | 8,971 | $243.7K | 0.00% | −6,608−42.4% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,154 | $248.6K | 0.02% | +460+5.3% | Added |
| Private Advisor Group, LLC | 9,396 | $255.2K | 0.00% | −850−8.3% | Reduced |
| Blueshift Asset Management, LLC | 9,722 | $264.1K | 0.10% | +9,722 | New |
| Symmetry Partners, LLC | 9,746 | $265.0K | 0.01% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 9,780 | $265.6K | 0.06% | +9,780 | New |
| Petrus Trust Company, LTA | 9,933 | $269.8K | 0.03% | +9,933 | New |
| Van Leeuwen & Company, LLC | 9,877 | $270.4K | 0.17% | 00.0% | Unchanged |
| US Bancorp | 9,996 | $271.5K | 0.00% | −2,122−17.5% | Reduced |
| Stephens Inc | 10,040 | $272.7K | 0.00% | +360+3.7% | Added |
| Verition Fund Management LLC | 10,369 | $281.6K | 0.00% | −18,296−63.8% | Reduced |
| Ostrum Asset Management | 10,439 | $283.5K | 0.02% | +9+0.1% | Added |
| Boston Private Wealth LLC | 10,519 | $285.7K | 0.01% | +10,519 | New |
| Signaturefd, LLC | 10,559 | $286.8K | 0.01% | −2,675−20.2% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,990 | $298.5K | 0.10% | +10,990 | New |
| State of Michigan Retirement System | 11,086 | $301.1K | 0.00% | −27,500−71.3% | Reduced |
| Advisor Group Holdings, Inc. | 11,127 | $302.3K | 0.00% | −6,600−37.2% | Reduced |
| Kestra Advisory Services, LLC | 11,244 | $305.4K | 0.00% | +378+3.5% | Added |
| Rothschild Investment Corp | 11,425 | $310.0K | 0.03% | 00.0% | Unchanged |
| KBC Group NV | 11,861 | $322.0K | 0.00% | −62,410−84.0% | Reduced |
| Ashton Thomas Private Wealth, LLC | 12,551 | $340.9K | 0.03% | +12,551 | New |
| Boothbay Fund Management, LLC | 12,668 | $344.1K | 0.01% | +12,668 | New |
| CIBC Asset Management Inc | 12,703 | $345.0K | 0.00% | +9+0.1% | Added |
| First National Advisers, LLC | 13,089 | $355.0K | 0.33% | +277+2.2% | Added |
| Federation des caisses Desjardins du Quebec | 13,326 | $361.9K | 0.00% | +3,078+30.0% | Added |
| M&T Bank Corp | 13,535 | $367.8K | 0.00% | −669−4.7% | Reduced |
| Aviva PLC | 13,701 | $372.1K | 0.00% | −502,234−97.3% | Reduced |
| Manufacturers Life Insurance Company, The | 13,880 | $377.0K | 0.00% | −1,169−7.8% | Reduced |
| JustInvest LLC | 14,365 | $390.1K | 0.01% | −10.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,525 | $394.5K | 0.01% | −1,383−8.7% | Reduced |
| Epoch Investment Partners, Inc. | 14,669 | $398.4K | 0.00% | −619−4.0% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $399.3K | 0.01% | 00.0% | Unchanged |
| Centiva Capital, LP | 14,768 | $401.1K | 0.02% | +14,768 | New |
| Equitable Holdings, Inc. | 14,948 | $406.0K | 0.01% | −6,005−28.7% | Reduced |
| Quadrature Capital Ltd | 15,383 | $417.8K | 0.01% | −43,547−73.9% | Reduced |
| Mirova | 15,650 | $425.1K | 0.07% | −6,462−29.2% | Reduced |
| Mariner, LLC | 16,291 | $442.5K | 0.00% | +560+3.6% | Added |
| Zacks Investment Management | 22,273 | $445.5K | 0.01% | +4,969+28.7% | Added |
| Greenleaf Trust | 17,785 | $483.0K | 0.01% | −2,515−12.4% | Reduced |
| Prudential Financial Inc | 19,527 | $530.3K | 0.00% | −9,467−32.7% | Reduced |
| Sciencast Management LP | 19,557 | $537.2K | 0.44% | +19,557 | New |
| CSS LLC | 19,995 | $543.1K | 0.04% | +1,495+8.1% | Added |
| Mutual Advisors, LLC | 20,238 | $549.7K | 0.02% | +20,238 | New |
| Nomura Holdings Inc | 20,700 | $562.2K | 0.01% | +20,700 | New |
| Fulton Bank, N.A. | 20,794 | $564.8K | 0.03% | +20,794 | New |
| Abn Amro Investment Solutions | 20,825 | $565.6K | 0.01% | −83,532−80.0% | Reduced |
| Gotham Asset Management, LLC | 20,950 | $569.0K | 0.01% | −227−1.1% | Reduced |
| Anchor Investment Management, LLC | 21,045 | $571.6K | 0.07% | +909+4.5% | Added |
| Daiwa Securities Group Inc. | 21,093 | $573.0K | 0.00% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 21,696 | $589.3K | 0.01% | +21,696 | New |
| MetLife Investment Management | 21,962 | $596.5K | 0.00% | +14,328+187.7% | Added |
| Gabelli Funds LLC | 23,000 | $624.7K | 0.00% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $652.2K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 24,374 | $662.0K | 0.00% | +12,922+112.8% | Added |
| Raymond James Financial Services Advisors, Inc. | 24,796 | $673.5K | 0.00% | +7,177+40.7% | Added |
| Pitcairn Co | 25,115 | $682.1K | 0.06% | −4,686−15.7% | Reduced |
| Federated Hermes, Inc. | 26,043 | $707.3K | 0.00% | −9,342−26.4% | Reduced |
| Teacher Retirement System of Texas | 27,148 | $737.0K | 0.00% | −247,268−90.1% | Reduced |
| Gsa Capital Partners LLP | 27,185 | $738.0K | 0.07% | +17,399+177.8% | Added |
| Maryland State Retirement & Pension System | 27,283 | $741.0K | 0.02% | −2,190−7.4% | Reduced |
| Prudential PLC | 27,625 | $750.3K | 0.01% | +9,188+49.8% | Added |
| Banco Santander, S.A. | 27,661 | $751.3K | 0.01% | 00.0% | Unchanged |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $759.7K | 0.00% | +27,971 | New |
| B. Metzler seel. Sohn & Co. AG | 29,141 | $791.5K | 0.01% | +7,957+37.6% | Added |
| TD Asset Management Inc | 29,504 | $801.3K | 0.00% | −129−0.4% | Reduced |
| Elo Mutual Pension Insurance Co | 29,645 | $805.0K | 0.02% | +77+0.3% | Added |
| AXA S.A. | 30,003 | $814.9K | 0.00% | −142,392−82.6% | Reduced |
| SG Americas Securities, LLC | 30,198 | $820.0K | 0.01% | +14,843+96.7% | Added |
| Man Group plc | 30,304 | $823.1K | 0.00% | – | – |
| Janus Henderson Group PLC | 30,687 | $833.6K | 0.00% | −533−1.7% | Reduced |
| Candriam Luxembourg S.C.A. | 31,776 | $863.0K | 0.01% | −124,971−79.7% | Reduced |
| Toroso Investments, LLC | 32,027 | $870.0K | 0.03% | +1,756+5.8% | Added |
| British Columbia Investment Management Corp | 32,403 | $880.1K | 0.01% | −1,128−3.4% | Reduced |
| Ritholtz Wealth Management | 32,641 | $886.5K | 0.04% | +9,452+40.8% | Added |
| Voloridge Investment Management, LLC | 35,112 | $953.6K | 0.00% | +35,112 | New |
| Verdence Capital Advisors LLC | 35,594 | $966.7K | 0.11% | +665+1.9% | Added |
| Integrated Advisors Network LLC | 35,647 | $968.2K | 0.06% | +1,929+5.7% | Added |
| Wiley Bros.-Aintree Capital, LLC | 36,145 | $981.7K | 0.44% | +7,077+24.3% | Added |
| Gulf International Bank (UK) Ltd | 36,903 | $1.00M | 0.02% | −12,357−25.1% | Reduced |
| AMG National Trust Bank | 37,023 | $1.01M | 0.03% | −348−0.9% | Reduced |
| Campbell & CO Investment Adviser LLC | 37,402 | $1.02M | 0.18% | +37,402 | New |
| Ontario Teachers Pension Plan Board | 37,693 | $1.02M | 0.01% | +11,738+45.2% | Added |
| Nissay Asset Management Corp | 38,377 | $1.04M | 0.01% | −2,824−6.9% | Reduced |
| Icon Advisers Inc | 39,200 | $1.06M | 0.27% | 00.0% | Unchanged |
| Oak Thistle LLC | 39,601 | $1.08M | 0.57% | +39,601 | New |
| Quinn Opportunity Partners LLC | 40,413 | $1.10M | 0.15% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 40,870 | $1.11M | 0.56% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $1.12M | 0.02% | −139−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.12M | 0.02% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 43,165 | $1.17M | 0.00% | +1,025+2.4% | Added |
| Rodgers Brothers Inc. | 43,900 | $1.19M | 0.21% | −1,500−3.3% | Reduced |
| Public Employees Retirement Association of Colorado | 44,267 | $1.20M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 44,483 | $1.21M | 0.01% | −900−2.0% | Reduced |
| Dark Forest Capital Management LP | 44,999 | $1.22M | 0.13% | +44,999 | New |
| Engineers Gate Manager LP | 45,078 | $1.22M | 0.05% | −85,995−65.6% | Reduced |