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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 310,323 | $8.43M | 0.01% | −285,899−48.0% | Reduced |
| Forsta Ap-Fonden | 320,100 | $8.69M | 0.09% | +124,000+63.2% | Added |
| Community Trust & Investment Co | 333,415 | $9.06M | 0.73% | −209−0.1% | Reduced |
| Susquehanna International Group, LLP | 341,930 | $9.29M | 0.01% | +45,091+15.2% | Added |
| Walleye Capital LLC | 342,485 | $9.30M | 0.16% | +75,771+28.4% | Added |
| HSBC Holdings PLC | 350,100 | $9.51M | 0.01% | +19,276+5.8% | Added |
| Brandywine Global Investment Management, LLC | 372,364 | $10.1M | 0.08% | +106,605+40.1% | Added |
| Thrivent Financial for Lutherans | 376,569 | $10.2M | 0.02% | −1,517,005−80.1% | Reduced |
| Allianz Asset Management GmbH | 421,401 | $11.4M | 0.02% | +94,001+28.7% | Added |
| State Board of Administration of Florida Retirement System | 425,026 | $11.5M | 0.03% | −22,584−5.0% | Reduced |
| SEI Investments Co | 431,136 | $11.7M | 0.02% | +27,310+6.8% | Added |
| State of Wisconsin Investment Board | 435,540 | $11.8M | 0.03% | −13,577−3.0% | Reduced |
| Putnam Investments LLC | 439,429 | $11.9M | 0.02% | −59,209−11.9% | Reduced |
| New York State Common Retirement Fund | 466,552 | $12.7M | 0.02% | −27,151−5.5% | Reduced |
| Glenmede Trust Co NA | 499,293 | $12.7M | 0.07% | −993−0.2% | Reduced |
| Qube Research & Technologies Ltd | 484,696 | $13.2M | 0.05% | −412,178−46.0% | Reduced |
| Rhumbline Advisers | 485,413 | $13.2M | 0.01% | +86,437+21.7% | Added |
| Russell Investments Group, Ltd. | 485,915 | $13.2M | 0.03% | +47,224+10.8% | Added |
| Bank of America Corp | 501,127 | $13.6M | 0.00% | −373,917−42.7% | Reduced |
| Wells Fargo & Company | 509,440 | $13.8M | 0.00% | −105,661−17.2% | Reduced |
| Weiss Multi-Strategy Advisers LLC | 509,733 | $13.8M | 0.30% | +297,747+140.5% | Added |
| Soapstone Management L.P. | 525,000 | $14.3M | 6.37% | +75,000+16.7% | Added |
| Algebris (UK) Ltd | 560,729 | $15.2M | 7.45% | +41,266+7.9% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 565,925 | $15.4M | 0.04% | −31,821−5.3% | Reduced |
| Amundi | 574,304 | $15.7M | 0.01% | −554,526−49.1% | Reduced |
| Alyeska Investment Group, L.P. | 602,963 | $16.4M | 0.12% | −397,915−39.8% | Reduced |
| LSV Asset Management | 608,177 | $16.5M | 0.04% | −10,400−1.7% | Reduced |
| APG Asset Management N.V. | 666,211 | $16.6M | 0.03% | −1,400−0.2% | Reduced |
| California State Teachers Retirement System | 612,577 | $16.6M | 0.02% | −42,540−6.5% | Reduced |
| Lazard Asset Management LLC | 625,924 | $17.0M | 0.02% | +17,009+2.8% | Added |
| Barclays PLC | 628,532 | $17.1M | 0.01% | −26,594−4.1% | Reduced |
| California Public Employees Retirement System | 679,197 | $18.4M | 0.02% | −79,319−10.5% | Reduced |
| AQR Capital Management LLC | 708,451 | $19.2M | 0.04% | −197,437−21.8% | Reduced |
| Credit Suisse AG | 844,103 | $22.9M | 0.02% | −51,819−5.8% | Reduced |
| Bank of Montreal | 846,802 | $23.1M | 0.01% | +405,770+92.0% | Added |
| Deutsche Bank AG | 861,678 | $23.4M | 0.01% | −197,786−18.7% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 896,729 | $24.4M | 0.02% | −202,644−18.4% | Reduced |
| Storebrand Asset Management AS | 897,384 | $24.4M | 0.11% | +13,401+1.5% | Added |
| Goldman Sachs Group Inc | 929,891 | $25.3M | 0.01% | −295,078−24.1% | Reduced |
| Swedbank AB | 1,001,942 | $27.2M | 0.05% | +32,966+3.4% | Added |
| Millennium Management LLC | 1,039,273 | $28.2M | 0.03% | +867,905+506.5% | Added |
| Voya Investment Management LLC | 1,186,439 | $32.2M | 0.03% | +1,138,830+2,392.0% | Added |
| Gillson Capital LP | 1,202,894 | $32.7M | 2.88% | −233,347−16.2% | Reduced |
| Swiss National Bank | 1,296,600 | $35.2M | 0.02% | +1,296,600 | New |
| Poplar Forest Capital LLC | 1,298,094 | $35.3M | 4.61% | +112,655+9.5% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,337,772 | $36.3M | 1.58% | +206,799+18.3% | Added |
| Robeco Institutional Asset Management B.V. | 1,470,753 | $39.9M | 0.10% | −205,122−12.2% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,500,000 | $40.7M | 0.09% | +1,500,000 | New |
| Ci Investments Inc. | 1,595,786 | $43.3M | 0.22% | −3,230,703−66.9% | Reduced |
| UBS Asset Management Americas Inc | 1,764,461 | $44.8M | 0.02% | 00.0% | Unchanged |
| Ameriprise Financial Inc | 1,843,151 | $50.1M | 0.02% | +231,561+14.4% | Added |
| O'Shaughnessy Asset Management, LLC | 1,879,106 | $51.0M | 0.76% | +34,025+1.8% | Added |
| Legal & General Group Plc | 1,905,394 | $51.8M | 0.02% | −62,523−3.2% | Reduced |
| Bank of New York Mellon Corp | 2,041,771 | $55.5M | 0.01% | −185,806−8.3% | Reduced |
| Charles Schwab Investment Management Inc | 2,059,880 | $55.9M | 0.02% | −48,893−2.3% | Reduced |
| FMR LLC | 2,162,301 | $58.7M | 0.00% | −672,189−23.7% | Reduced |
| Ensign Peak Advisors, Inc | 2,831,012 | $76.9M | 0.16% | +317,348+12.6% | Added |
| Morgan Stanley | 3,007,502 | $81.7M | 0.01% | +100,371+3.5% | Added |
| FIL Ltd | 3,087,500 | $83.9M | 0.09% | −154,390−4.8% | Reduced |
| Northern Trust Corp | 3,130,992 | $85.0M | 0.02% | +180,991+6.1% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,365,532 | $91.4M | 0.34% | +2,320+0.1% | Added |
| Clearbridge Investments, LLC | 3,492,223 | $94.8M | 0.09% | +112,587+3.3% | Added |
| Citadel Advisors LLC | 3,698,402 | $100.4M | 0.11% | +2,768,947+297.9% | Added |
| Dimensional Fund Advisors LP | 3,970,844 | $107.8M | 0.03% | −168,354−4.1% | Reduced |
| Nuveen Asset Management, LLC | 3,983,531 | $108.2M | 0.04% | −331,642−7.7% | Reduced |
| Geode Capital Management, LLC | 4,940,072 | $133.9M | 0.02% | +74,925+1.5% | Added |
| Thornburg Investment Management Inc | 5,446,769 | $147.9M | 2.40% | +236,724+4.5% | Added |
| First Trust Advisors LP | 6,392,077 | $173.6M | 0.20% | −560,867−8.1% | Reduced |
| Conifer Management, L.L.C. | 7,600,000 | $206.4M | 22.65% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 9,697,438 | $263.4M | 0.09% | +152,927+1.6% | Added |
| State Street Corp | 9,743,874 | $264.6M | 0.01% | −189,689−1.9% | Reduced |
| Invesco Ltd. | 10,493,812 | $285.0M | 0.07% | +118,744+1.1% | Added |
| Sessa Capital IM, L.P. | 11,176,504 | $303.6M | 15.10% | +4,245,357+61.3% | Added |
| Canada Pension Plan Investment Board | 18,166,769 | $493.4M | 0.75% | 00.0% | Unchanged |
| Norges Bank | 20,618,580 | $560.0M | 0.11% | +2,530,008+14.0% | Added |
| Wellington Management Group LLP | 20,772,186 | $564.2M | 0.11% | +3,640,838+21.3% | Added |
| Pzena Investment Management LLC | 24,452,076 | $664.1M | 2.83% | +971,884+4.1% | Added |
| BlackRock Inc. | 29,730,934 | $807.5M | 0.02% | −3,713,704−11.1% | Reduced |
| Price T Rowe Associates Inc | 33,983,104 | $923.0M | 0.13% | +1,480,365+4.6% | Added |
| Vanguard Group Inc | 37,162,980 | $1.01B | 0.02% | −493,203−1.3% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,989,446−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,265,901−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −917,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −666,254−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −536,200−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −499,111−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −489,194−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −208,030−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −154,443−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −137,138−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −97,055−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −64,243−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −60,673−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −51,064−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −41,432−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −39,456−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −37,610−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,116−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |