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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 187,497 | $5.09M | 0.08% | −958,023−83.6% | Reduced |
| Eagle Asset Management Inc | 178,324 | $4.84M | 0.03% | +11,780+7.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,066 | $4.78M | 0.02% | −224,174−56.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 171,000 | $4.64M | 0.04% | −19,300−10.1% | Reduced |
| Victory Capital Management Inc | 168,889 | $4.59M | 0.01% | −51,448−23.3% | Reduced |
| American Century Companies Inc | 166,552 | $4.52M | 0.00% | +6,662+4.2% | Added |
| Assenagon Asset Management S.A. | 166,032 | $4.51M | 0.02% | +155,933+1,544.0% | Added |
| Public Employees Retirement System of Ohio | 161,763 | $4.39M | 0.02% | −21,501−11.7% | Reduced |
| Nordea Investment Management AB | 162,137 | $4.39M | 0.01% | +2,686+1.7% | Added |
| Uniplan Investment Counsel, Inc. | 160,043 | $4.35M | 0.32% | −3,064−1.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 159,994 | $4.35M | 0.01% | −222,508−58.2% | Reduced |
| Kempner Capital Management Inc. | 159,428 | $4.33M | 2.77% | 00.0% | Unchanged |
| Raymond James & Associates | 156,842 | $4.26M | 0.00% | −116,528−42.6% | Reduced |
| Treasurer of the State of North Carolina | 156,218 | $4.24M | 0.02% | −4,930−3.1% | Reduced |
| Asset Management One Co.,Ltd. | 153,260 | $4.16M | 0.02% | +8,011+5.5% | Added |
| Pictet Asset Management SA | 152,716 | $4.15M | 0.00% | +1,274+0.8% | Added |
| Citigroup Inc | 152,212 | $4.13M | 0.01% | −129,497−46.0% | Reduced |
| Highland Capital Management, LLC | 152,043 | $4.13M | 0.27% | −2,500−1.6% | Reduced |
| Benson Investment Management Company, Inc. | 148,867 | $4.04M | 2.24% | +148,867 | New |
| Algert Global LLC | 141,014 | $3.83M | 0.17% | +55,464+64.8% | Added |
| Keeley-Teton Advisors, LLC | 128,303 | $3.48M | 0.45% | −26,262−17.0% | Reduced |
| Standard Life Aberdeen plc | 126,055 | $3.42M | 0.01% | +7,127+6.0% | Added |
| Royal London Asset Management Ltd | 125,370 | $3.41M | 0.01% | 00.0% | Unchanged |
| Foster & Motley Inc | 125,076 | $3.40M | 0.26% | −834−0.7% | Reduced |
| TCW Group Inc | 120,559 | $3.27M | 0.04% | +55,887+86.4% | Added |
| Quantbot Technologies LP | 116,891 | $3.17M | 0.21% | +57,163+95.7% | Added |
| ExodusPoint Capital Management, LP | 114,840 | $3.12M | 0.04% | −185,706−61.8% | Reduced |
| Intech Investment Management LLC | 114,808 | $3.12M | 0.03% | +88,457+335.7% | Added |
| Jane Street Group, LLC | 113,670 | $3.09M | 0.00% | −171,055−60.1% | Reduced |
| Korea Investment CORP | 111,439 | $3.03M | 0.01% | −202,658−64.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 110,758 | $3.01M | 0.02% | −481,848−81.3% | Reduced |
| Stifel Financial Corp | 110,200 | $2.99M | 0.00% | +13,232+13.6% | Added |
| Toronto Dominion Bank | 103,535 | $2.81M | 0.00% | −24,391−19.1% | Reduced |
| Hohimer Wealth Management, LLC | 102,771 | $2.79M | 0.77% | −5,330−4.9% | Reduced |
| IFM Investors Pty Ltd | 100,821 | $2.74M | 0.04% | −18,718−15.7% | Reduced |
| Nisa Investment Advisors, LLC | 99,706 | $2.71M | 0.02% | +76,556+330.7% | Added |
| Macquarie Group Ltd | 99,601 | $2.71M | 0.00% | −1,041−1.0% | Reduced |
| Arizona State Retirement System | 97,990 | $2.66M | 0.02% | −9,592−8.9% | Reduced |
| DnB Asset Management AS | 97,358 | $2.64M | 0.02% | +11,737+13.7% | Added |
| Principal Financial Group Inc | 95,609 | $2.60M | 0.00% | −21,359−18.3% | Reduced |
| Franklin Resources Inc | 95,471 | $2.59M | 0.00% | −72,316−43.1% | Reduced |
| Chartwell Investment Partners, LLC | 95,055 | $2.58M | 0.09% | +33,709+54.9% | Added |
| Power Corp of Canada | 93,686 | $2.54M | 0.26% | −76,073−44.8% | Reduced |
| First National Bank of Omaha | 91,020 | $2.47M | 0.14% | −2,130−2.3% | Reduced |
| Nomura Asset Management Co Ltd | 89,743 | $2.44M | 0.01% | 00.0% | Unchanged |
| Vident Investment Advisory, LLC | 87,959 | $2.39M | 0.08% | +1,418+1.6% | Added |
| Alaska Permanent Fund Corp | 87,800 | $2.38M | 0.05% | +87,800 | New |
| D. E. Shaw & Co., Inc. | 87,793 | $2.38M | 0.00% | −413,482−82.5% | Reduced |
| Kendall Capital Management | 86,759 | $2.36M | 1.03% | −690−0.8% | Reduced |
| Janney Montgomery Scott LLC | 84,497 | $2.29M | 0.01% | +84,497 | New |
| Hennessy Advisors Inc | 84,400 | $2.29M | 0.17% | −2,100−2.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,397 | $2.29M | 0.03% | −100,000−54.2% | Reduced |
| Dynamic Technology Lab Private Ltd | 78,739 | $2.14M | 0.27% | +43,139+121.2% | Added |
| Amalgamated Bank | 78,590 | $2.13M | 0.02% | +40,083+104.1% | Added |
| Royal Bank of Canada | 77,648 | $2.11M | 0.00% | −748,603−90.6% | Reduced |
| DekaBank Deutsche Girozentrale | 77,028 | $2.07M | 0.00% | +1,867+2.5% | Added |
| BTC Capital Management, Inc. | 75,309 | $2.04M | 0.22% | +1,871+2.5% | Added |
| Ethic Inc. | 72,042 | $1.96M | 0.07% | +72,042 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 70,623 | $1.92M | 0.06% | +70,623 | New |
| Handelsbanken Fonder AB | 68,200 | $1.85M | 0.01% | +3,500+5.4% | Added |
| Tredje AP-fonden | 64,807 | $1.76M | 0.02% | −13,659−17.4% | Reduced |
| Greenwich Investment Management, Inc. | 64,558 | $1.75M | 1.32% | −450−0.7% | Reduced |
| Shell Asset Management Co | 63,797 | $1.73M | 0.07% | +50,572+382.4% | Added |
| Searle & Co. | 60,300 | $1.73M | 0.54% | +1,400+2.4% | Added |
| Duality Advisers, LP | 63,613 | $1.73M | 0.22% | +63,613 | New |
| Alliancebernstein L.P. | 62,704 | $1.70M | 0.00% | −39,881−38.9% | Reduced |
| Oregon Public Employees Retirement Fund | 62,687 | $1.70M | 0.02% | −49,404−44.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 61,486 | $1.67M | 0.00% | +28,071+84.0% | Added |
| Utah Retirement Systems | 61,338 | $1.67M | 0.02% | −4,200−6.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,184 | $1.58M | 0.00% | −387,534−86.9% | Reduced |
| EJF Capital LLC | 55,500 | $1.51M | 0.69% | +5,000+9.9% | Added |
| First Republic Investment Management, Inc. | 52,989 | $1.44M | 0.01% | −7,813−12.8% | Reduced |
| Achmea Investment Management B.V. | 52,561 | $1.43M | 0.03% | +2,101+4.2% | Added |
| Walleye Trading LLC | 52,528 | $1.43M | 0.07% | +7,185+15.8% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,700 | $1.40M | 0.15% | −5,200−9.1% | Reduced |
| Teza Capital Management LLC | 51,403 | $1.40M | 0.23% | +51,403 | New |
| Xponance, Inc. | 51,080 | $1.39M | 0.02% | +37,963+289.4% | Added |
| 1832 Asset Management L.P. | 49,982 | $1.36M | 0.00% | −47,048−48.5% | Reduced |
| CI Private Wealth, LLC | 49,398 | $1.34M | 0.00% | −16,645−25.2% | Reduced |
| LPL Financial LLC | 45,755 | $1.24M | 0.00% | +7,722+20.3% | Added |
| Engineers Gate Manager LP | 45,078 | $1.22M | 0.05% | −85,995−65.6% | Reduced |
| Dark Forest Capital Management LP | 44,999 | $1.22M | 0.13% | +44,999 | New |
| Public Sector Pension Investment Board | 44,483 | $1.21M | 0.01% | −900−2.0% | Reduced |
| Public Employees Retirement Association of Colorado | 44,267 | $1.20M | 0.01% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 43,900 | $1.19M | 0.21% | −1,500−3.3% | Reduced |
| Rockefeller Capital Management L.P. | 43,165 | $1.17M | 0.00% | +1,025+2.4% | Added |
| Illinois Municipal Retirement Fund | 41,213 | $1.12M | 0.02% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $1.12M | 0.02% | −139−0.3% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.11M | 0.56% | 00.0% | Unchanged |
| Quinn Opportunity Partners LLC | 40,413 | $1.10M | 0.15% | 00.0% | Unchanged |
| Oak Thistle LLC | 39,601 | $1.08M | 0.57% | +39,601 | New |
| Icon Advisers Inc | 39,200 | $1.06M | 0.27% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 38,377 | $1.04M | 0.01% | −2,824−6.9% | Reduced |
| Ontario Teachers Pension Plan Board | 37,693 | $1.02M | 0.01% | +11,738+45.2% | Added |
| Campbell & CO Investment Adviser LLC | 37,402 | $1.02M | 0.18% | +37,402 | New |
| AMG National Trust Bank | 37,023 | $1.01M | 0.03% | −348−0.9% | Reduced |
| Gulf International Bank (UK) Ltd | 36,903 | $1.00M | 0.02% | −12,357−25.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 36,145 | $981.7K | 0.44% | +7,077+24.3% | Added |
| Integrated Advisors Network LLC | 35,647 | $968.2K | 0.06% | +1,929+5.7% | Added |
| Verdence Capital Advisors LLC | 35,594 | $966.7K | 0.11% | +665+1.9% | Added |