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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 45,755 | $1.24M | 0.00% | +7,722+20.3% | Added |
| CI Private Wealth, LLC | 49,398 | $1.34M | 0.00% | −16,645−25.2% | Reduced |
| 1832 Asset Management L.P. | 49,982 | $1.36M | 0.00% | −47,048−48.5% | Reduced |
| Xponance, Inc. | 51,080 | $1.39M | 0.02% | +37,963+289.4% | Added |
| Teza Capital Management LLC | 51,403 | $1.40M | 0.23% | +51,403 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,700 | $1.40M | 0.15% | −5,200−9.1% | Reduced |
| Walleye Trading LLC | 52,528 | $1.43M | 0.07% | +7,185+15.8% | Added |
| Achmea Investment Management B.V. | 52,561 | $1.43M | 0.03% | +2,101+4.2% | Added |
| First Republic Investment Management, Inc. | 52,989 | $1.44M | 0.01% | −7,813−12.8% | Reduced |
| EJF Capital LLC | 55,500 | $1.51M | 0.69% | +5,000+9.9% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,184 | $1.58M | 0.00% | −387,534−86.9% | Reduced |
| Utah Retirement Systems | 61,338 | $1.67M | 0.02% | −4,200−6.4% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,486 | $1.67M | 0.00% | +28,071+84.0% | Added |
| Oregon Public Employees Retirement Fund | 62,687 | $1.70M | 0.02% | −49,404−44.1% | Reduced |
| Alliancebernstein L.P. | 62,704 | $1.70M | 0.00% | −39,881−38.9% | Reduced |
| Duality Advisers, LP | 63,613 | $1.73M | 0.22% | +63,613 | New |
| Searle & Co. | 60,300 | $1.73M | 0.54% | +1,400+2.4% | Added |
| Shell Asset Management Co | 63,797 | $1.73M | 0.07% | +50,572+382.4% | Added |
| Greenwich Investment Management, Inc. | 64,558 | $1.75M | 1.32% | −450−0.7% | Reduced |
| Tredje AP-fonden | 64,807 | $1.76M | 0.02% | −13,659−17.4% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $1.85M | 0.01% | +3,500+5.4% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 70,623 | $1.92M | 0.06% | +70,623 | New |
| Ethic Inc. | 72,042 | $1.96M | 0.07% | +72,042 | New |
| BTC Capital Management, Inc. | 75,309 | $2.04M | 0.22% | +1,871+2.5% | Added |
| DekaBank Deutsche Girozentrale | 77,028 | $2.07M | 0.00% | +1,867+2.5% | Added |
| Royal Bank of Canada | 77,648 | $2.11M | 0.00% | −748,603−90.6% | Reduced |
| Amalgamated Bank | 78,590 | $2.13M | 0.02% | +40,083+104.1% | Added |
| Dynamic Technology Lab Private Ltd | 78,739 | $2.14M | 0.27% | +43,139+121.2% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,397 | $2.29M | 0.03% | −100,000−54.2% | Reduced |
| Hennessy Advisors Inc | 84,400 | $2.29M | 0.17% | −2,100−2.4% | Reduced |
| Janney Montgomery Scott LLC | 84,497 | $2.29M | 0.01% | +84,497 | New |
| Kendall Capital Management | 86,759 | $2.36M | 1.03% | −690−0.8% | Reduced |
| D. E. Shaw & Co., Inc. | 87,793 | $2.38M | 0.00% | −413,482−82.5% | Reduced |
| Alaska Permanent Fund Corp | 87,800 | $2.38M | 0.05% | +87,800 | New |
| Vident Investment Advisory, LLC | 87,959 | $2.39M | 0.08% | +1,418+1.6% | Added |
| Nomura Asset Management Co Ltd | 89,743 | $2.44M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 91,020 | $2.47M | 0.14% | −2,130−2.3% | Reduced |
| Power Corp of Canada | 93,686 | $2.54M | 0.26% | −76,073−44.8% | Reduced |
| Chartwell Investment Partners, LLC | 95,055 | $2.58M | 0.09% | +33,709+54.9% | Added |
| Franklin Resources Inc | 95,471 | $2.59M | 0.00% | −72,316−43.1% | Reduced |
| Principal Financial Group Inc | 95,609 | $2.60M | 0.00% | −21,359−18.3% | Reduced |
| DnB Asset Management AS | 97,358 | $2.64M | 0.02% | +11,737+13.7% | Added |
| Arizona State Retirement System | 97,990 | $2.66M | 0.02% | −9,592−8.9% | Reduced |
| Macquarie Group Ltd | 99,601 | $2.71M | 0.00% | −1,041−1.0% | Reduced |
| Nisa Investment Advisors, LLC | 99,706 | $2.71M | 0.02% | +76,556+330.7% | Added |
| IFM Investors Pty Ltd | 100,821 | $2.74M | 0.04% | −18,718−15.7% | Reduced |
| Hohimer Wealth Management, LLC | 102,771 | $2.79M | 0.77% | −5,330−4.9% | Reduced |
| Toronto Dominion Bank | 103,535 | $2.81M | 0.00% | −24,391−19.1% | Reduced |
| Stifel Financial Corp | 110,200 | $2.99M | 0.00% | +13,232+13.6% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 110,758 | $3.01M | 0.02% | −481,848−81.3% | Reduced |
| Korea Investment CORP | 111,439 | $3.03M | 0.01% | −202,658−64.5% | Reduced |
| Jane Street Group, LLC | 113,670 | $3.09M | 0.00% | −171,055−60.1% | Reduced |
| Intech Investment Management LLC | 114,808 | $3.12M | 0.03% | +88,457+335.7% | Added |
| ExodusPoint Capital Management, LP | 114,840 | $3.12M | 0.04% | −185,706−61.8% | Reduced |
| Quantbot Technologies LP | 116,891 | $3.17M | 0.21% | +57,163+95.7% | Added |
| TCW Group Inc | 120,559 | $3.27M | 0.04% | +55,887+86.4% | Added |
| Foster & Motley Inc | 125,076 | $3.40M | 0.26% | −834−0.7% | Reduced |
| Royal London Asset Management Ltd | 125,370 | $3.41M | 0.01% | 00.0% | Unchanged |
| Standard Life Aberdeen plc | 126,055 | $3.42M | 0.01% | +7,127+6.0% | Added |
| Keeley-Teton Advisors, LLC | 128,303 | $3.48M | 0.45% | −26,262−17.0% | Reduced |
| Algert Global LLC | 141,014 | $3.83M | 0.17% | +55,464+64.8% | Added |
| Benson Investment Management Company, Inc. | 148,867 | $4.04M | 2.24% | +148,867 | New |
| Highland Capital Management, LLC | 152,043 | $4.13M | 0.27% | −2,500−1.6% | Reduced |
| Citigroup Inc | 152,212 | $4.13M | 0.01% | −129,497−46.0% | Reduced |
| Pictet Asset Management SA | 152,716 | $4.15M | 0.00% | +1,274+0.8% | Added |
| Asset Management One Co.,Ltd. | 153,260 | $4.16M | 0.02% | +8,011+5.5% | Added |
| Treasurer of the State of North Carolina | 156,218 | $4.24M | 0.02% | −4,930−3.1% | Reduced |
| Raymond James & Associates | 156,842 | $4.26M | 0.00% | −116,528−42.6% | Reduced |
| Kempner Capital Management Inc. | 159,428 | $4.33M | 2.77% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 159,994 | $4.35M | 0.01% | −222,508−58.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 160,043 | $4.35M | 0.32% | −3,064−1.9% | Reduced |
| Nordea Investment Management AB | 162,137 | $4.39M | 0.01% | +2,686+1.7% | Added |
| Public Employees Retirement System of Ohio | 161,763 | $4.39M | 0.02% | −21,501−11.7% | Reduced |
| Assenagon Asset Management S.A. | 166,032 | $4.51M | 0.02% | +155,933+1,544.0% | Added |
| American Century Companies Inc | 166,552 | $4.52M | 0.00% | +6,662+4.2% | Added |
| Victory Capital Management Inc | 168,889 | $4.59M | 0.01% | −51,448−23.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 171,000 | $4.64M | 0.04% | −19,300−10.1% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,066 | $4.78M | 0.02% | −224,174−56.0% | Reduced |
| Eagle Asset Management Inc | 178,324 | $4.84M | 0.03% | +11,780+7.1% | Added |
| Wedge Capital Management L L P | 187,497 | $5.09M | 0.08% | −958,023−83.6% | Reduced |
| Interval Partners, LP | 187,642 | $5.10M | 0.26% | −94,071−33.4% | Reduced |
| State of New Jersey Common Pension Fund D | 195,625 | $5.31M | 0.02% | 00.0% | Unchanged |
| CBOE Vest Financial, LLC | 197,616 | $5.37M | 0.50% | +140,149+243.9% | Added |
| Panagora Asset Management Inc | 200,280 | $5.44M | 0.03% | −684,593−77.4% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $5.60M | 3.04% | 00.0% | Unchanged |
| Holocene Advisors, LP | 207,220 | $5.63M | 0.02% | −52,512−20.2% | Reduced |
| Graham Capital Management, L.P. | 209,111 | $5.68M | 0.19% | +54,787+35.5% | Added |
| BlueMar Capital Management, LLC | 219,568 | $5.96M | 5.72% | −5,711−2.5% | Reduced |
| Envestnet Asset Management Inc | 220,151 | $5.98M | 0.00% | −1,471,534−87.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 227,911 | $6.19M | 0.05% | −586,168−72.0% | Reduced |
| Twinbeech Capital LP | 256,579 | $6.97M | 0.14% | −354,497−58.0% | Reduced |
| Cinctive Capital Management LP | 260,938 | $7.09M | 0.28% | +260,938 | New |
| Andra AP-fonden | 261,300 | $7.10M | 0.18% | +53,000+25.4% | Added |
| UBS Group AG | 261,791 | $7.11M | 0.00% | +6,010+2.3% | Added |
| Callodine Capital Management, LP | 265,000 | $7.20M | 2.07% | −215,000−44.8% | Reduced |
| Oppenheimer Asset Management Inc. | 277,365 | $7.53M | 0.11% | +27,715+11.1% | Added |
| JPMorgan Chase & Co | 291,983 | $7.93M | 0.00% | +95,468+48.6% | Added |
| Great West Life Assurance Co | 292,289 | $7.98M | 0.02% | −10,189−3.4% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $8.15M | 0.08% | +100,000+50.0% | Added |
| Point72 Asset Management, L.P. | 300,200 | $8.15M | 0.03% | −170,824−36.3% | Reduced |