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 |
|---|---|---|---|---|---|
| Voloridge Investment Management, LLC | 35,112 | $953.6K | 0.00% | +35,112 | New |
| Ritholtz Wealth Management | 32,641 | $886.5K | 0.04% | +9,452+40.8% | Added |
| British Columbia Investment Management Corp | 32,403 | $880.1K | 0.01% | −1,128−3.4% | Reduced |
| Toroso Investments, LLC | 32,027 | $870.0K | 0.03% | +1,756+5.8% | Added |
| Candriam Luxembourg S.C.A. | 31,776 | $863.0K | 0.01% | −124,971−79.7% | Reduced |
| Janus Henderson Group PLC | 30,687 | $833.6K | 0.00% | −533−1.7% | Reduced |
| Man Group plc | 30,304 | $823.1K | 0.00% | – | – |
| SG Americas Securities, LLC | 30,198 | $820.0K | 0.01% | +14,843+96.7% | Added |
| AXA S.A. | 30,003 | $814.9K | 0.00% | −142,392−82.6% | Reduced |
| Elo Mutual Pension Insurance Co | 29,645 | $805.0K | 0.02% | +77+0.3% | Added |
| TD Asset Management Inc | 29,504 | $801.3K | 0.00% | −129−0.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 29,141 | $791.5K | 0.01% | +7,957+37.6% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $759.7K | 0.00% | +27,971 | New |
| Banco Santander, S.A. | 27,661 | $751.3K | 0.01% | 00.0% | Unchanged |
| Prudential PLC | 27,625 | $750.3K | 0.01% | +9,188+49.8% | Added |
| Maryland State Retirement & Pension System | 27,283 | $741.0K | 0.02% | −2,190−7.4% | Reduced |
| Gsa Capital Partners LLP | 27,185 | $738.0K | 0.07% | +17,399+177.8% | Added |
| Teacher Retirement System of Texas | 27,148 | $737.0K | 0.00% | −247,268−90.1% | Reduced |
| Federated Hermes, Inc. | 26,043 | $707.3K | 0.00% | −9,342−26.4% | Reduced |
| Pitcairn Co | 25,115 | $682.1K | 0.06% | −4,686−15.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 24,796 | $673.5K | 0.00% | +7,177+40.7% | Added |
| Commonwealth Equity Services, LLC | 24,374 | $662.0K | 0.00% | +12,922+112.8% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $652.2K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,000 | $624.7K | 0.00% | 00.0% | Unchanged |
| MetLife Investment Management | 21,962 | $596.5K | 0.00% | +14,328+187.7% | Added |
| New York Life Investment Management LLC | 21,696 | $589.3K | 0.01% | +21,696 | New |
| Daiwa Securities Group Inc. | 21,093 | $573.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 21,045 | $571.6K | 0.07% | +909+4.5% | Added |
| Gotham Asset Management, LLC | 20,950 | $569.0K | 0.01% | −227−1.1% | Reduced |
| Abn Amro Investment Solutions | 20,825 | $565.6K | 0.01% | −83,532−80.0% | Reduced |
| Fulton Bank, N.A. | 20,794 | $564.8K | 0.03% | +20,794 | New |
| Nomura Holdings Inc | 20,700 | $562.2K | 0.01% | +20,700 | New |
| Mutual Advisors, LLC | 20,238 | $549.7K | 0.02% | +20,238 | New |
| CSS LLC | 19,995 | $543.1K | 0.04% | +1,495+8.1% | Added |
| Sciencast Management LP | 19,557 | $537.2K | 0.44% | +19,557 | New |
| Prudential Financial Inc | 19,527 | $530.3K | 0.00% | −9,467−32.7% | Reduced |
| Greenleaf Trust | 17,785 | $483.0K | 0.01% | −2,515−12.4% | Reduced |
| Zacks Investment Management | 22,273 | $445.5K | 0.01% | +4,969+28.7% | Added |
| Mariner, LLC | 16,291 | $442.5K | 0.00% | +560+3.6% | Added |
| Mirova | 15,650 | $425.1K | 0.07% | −6,462−29.2% | Reduced |
| Quadrature Capital Ltd | 15,383 | $417.8K | 0.01% | −43,547−73.9% | Reduced |
| Equitable Holdings, Inc. | 14,948 | $406.0K | 0.01% | −6,005−28.7% | Reduced |
| Centiva Capital, LP | 14,768 | $401.1K | 0.02% | +14,768 | New |
| E. Ohman J:or Asset Management AB | 14,700 | $399.3K | 0.01% | 00.0% | Unchanged |
| Epoch Investment Partners, Inc. | 14,669 | $398.4K | 0.00% | −619−4.0% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,525 | $394.5K | 0.01% | −1,383−8.7% | Reduced |
| JustInvest LLC | 14,365 | $390.1K | 0.01% | −10.0% | Reduced |
| Manufacturers Life Insurance Company, The | 13,880 | $377.0K | 0.00% | −1,169−7.8% | Reduced |
| Aviva PLC | 13,701 | $372.1K | 0.00% | −502,234−97.3% | Reduced |
| M&T Bank Corp | 13,535 | $367.8K | 0.00% | −669−4.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,326 | $361.9K | 0.00% | +3,078+30.0% | Added |
| First National Advisers, LLC | 13,089 | $355.0K | 0.33% | +277+2.2% | Added |
| CIBC Asset Management Inc | 12,703 | $345.0K | 0.00% | +9+0.1% | Added |
| Boothbay Fund Management, LLC | 12,668 | $344.1K | 0.01% | +12,668 | New |
| Ashton Thomas Private Wealth, LLC | 12,551 | $340.9K | 0.03% | +12,551 | New |
| KBC Group NV | 11,861 | $322.0K | 0.00% | −62,410−84.0% | Reduced |
| Rothschild Investment Corp | 11,425 | $310.0K | 0.03% | 00.0% | Unchanged |
| Kestra Advisory Services, LLC | 11,244 | $305.4K | 0.00% | +378+3.5% | Added |
| Advisor Group Holdings, Inc. | 11,127 | $302.3K | 0.00% | −6,600−37.2% | Reduced |
| State of Michigan Retirement System | 11,086 | $301.1K | 0.00% | −27,500−71.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 10,990 | $298.5K | 0.10% | +10,990 | New |
| Signaturefd, LLC | 10,559 | $286.8K | 0.01% | −2,675−20.2% | Reduced |
| Boston Private Wealth LLC | 10,519 | $285.7K | 0.01% | +10,519 | New |
| Ostrum Asset Management | 10,439 | $283.5K | 0.02% | +9+0.1% | Added |
| Verition Fund Management LLC | 10,369 | $281.6K | 0.00% | −18,296−63.8% | Reduced |
| Stephens Inc | 10,040 | $272.7K | 0.00% | +360+3.7% | Added |
| US Bancorp | 9,996 | $271.5K | 0.00% | −2,122−17.5% | Reduced |
| Van Leeuwen & Company, LLC | 9,877 | $270.4K | 0.17% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,933 | $269.8K | 0.03% | +9,933 | New |
| Capital Insight Partners, LLC | 9,780 | $265.6K | 0.06% | +9,780 | New |
| Symmetry Partners, LLC | 9,746 | $265.0K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 9,722 | $264.1K | 0.10% | +9,722 | New |
| Private Advisor Group, LLC | 9,396 | $255.2K | 0.00% | −850−8.3% | Reduced |
| Tokio Marine Asset Management Co Ltd | 9,154 | $248.6K | 0.02% | +460+5.3% | Added |
| MAI Capital Management | 8,971 | $243.7K | 0.00% | −6,608−42.4% | Reduced |
| Integrated Wealth Concepts LLC | 8,913 | $242.1K | 0.00% | −260−2.8% | Reduced |
| Vestcor Inc | 8,824 | $240.0K | 0.01% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 8,805 | $239.1K | 0.04% | +8,805 | New |
| Veriti Management LLC | 8,767 | $238.1K | 0.03% | −65−0.7% | Reduced |
| Romano Brothers and Company | 8,550 | $232.2K | 0.03% | +650+8.2% | Added |
| Sawtooth Solutions, LLC | 8,386 | $227.8K | 0.01% | −9,607−53.4% | Reduced |
| Bleakley Financial Group, LLC | 8,386 | $227.8K | 0.01% | −185−2.2% | Reduced |
| Cerity Partners LLC | 8,365 | $227.2K | 0.00% | −208−2.4% | Reduced |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | 00.0% | Unchanged |
| We Are One Seven, LLC | 8,206 | $222.9K | 0.02% | +8,206 | New |
| Townsend & Associates, Inc | 7,679 | $221.8K | 0.06% | −864−10.1% | Reduced |
| Ascent Group, LLC | 7,616 | $221.5K | 0.02% | +7,616 | New |
| One Wealth Advisors, LLC | 8,144 | $221.2K | 0.05% | −377−4.4% | Reduced |
| Yousif Capital Management, LLC | 8,013 | $217.6K | 0.00% | −313−3.8% | Reduced |
| Ossiam | 7,992 | $217.1K | 0.00% | +4,093+105.0% | Added |
| Tributary Capital Management, LLC | 7,700 | $209.1K | 0.02% | −200−2.5% | Reduced |
| iA Global Asset Management Inc. | 7,615 | $207.0K | 0.01% | +7,615 | New |
| CIBC World Markets Inc. | 7,595 | $206.0K | 0.00% | +7,595 | New |
| Pacific Global Investment Management CO | 7,384 | $200.5K | 0.04% | +7,384 | New |
| Paradigm Asset Management Co LLC | 7,300 | $198.3K | 0.05% | +7,300 | New |
| The PNC Financial Services Group, Inc. | 7,017 | $190.6K | 0.00% | −4,523−39.2% | Reduced |
| Sit Investment Associates Inc | 6,875 | $187.0K | 0.00% | −500−6.8% | Reduced |
| American International Group, Inc. | 6,646 | $180.5K | 0.00% | +2,936+79.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 6,537 | $178.0K | 0.00% | −101,911−94.0% | Reduced |
| TD Private Client Wealth LLC | 4,511 | $122.5K | 0.01% | −188−4.0% | Reduced |