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, Q3 2023
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 387
- +9 vs. Q2 2023
- Shares held
- 332.9M
- −12.3M (−3.6%) vs. Q2 2023
- Total value
- $9.46B
- +$108.2M (+1.2%) vs. Q2 2023
- New holders
- 49
- 124 more added
- Sold out
- 40
- 149 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,565,700 | $1.07B | 0.03% | +402,720+1.1% | Added |
| Price T Rowe Associates Inc | 32,491,914 | $922.4M | 0.14% | −1,491,190−4.4% | Reduced |
| BlackRock Inc. | 29,448,406 | $836.0M | 0.02% | −282,528−1.0% | Reduced |
| Pzena Investment Management LLC | 26,902,560 | $763.8M | 3.28% | +2,450,484+10.0% | Added |
| Norges Bank | 20,050,643 | $569.2M | 0.12% | −567,937−2.8% | Reduced |
| Canada Pension Plan Investment Board | 18,166,769 | $515.8M | 0.75% | 00.0% | Unchanged |
| Wellington Management Group LLP | 17,223,089 | $489.0M | 0.10% | −3,549,097−17.1% | Reduced |
| Sessa Capital IM, L.P. | 11,176,504 | $317.3M | 14.02% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 9,713,460 | $275.8M | 0.10% | +16,022+0.2% | Added |
| Invesco Ltd. | 9,557,687 | $271.3M | 0.07% | −936,125−8.9% | Reduced |
| State Street Corp | 9,508,708 | $270.0M | 0.01% | −235,166−2.4% | Reduced |
| Conifer Management, L.L.C. | 7,600,000 | $215.8M | 24.32% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,214,346 | $176.4M | 0.21% | −177,731−2.8% | Reduced |
| Thornburg Investment Management Inc | 5,446,769 | $154.6M | 2.54% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 5,015,294 | $142.2M | 0.02% | +75,222+1.5% | Added |
| Dimensional Fund Advisors LP | 3,979,960 | $113.0M | 0.04% | +9,116+0.2% | Added |
| Nuveen Asset Management, LLC | 3,765,119 | $106.9M | 0.04% | −218,412−5.5% | Reduced |
| Hotchkis & Wiley Capital Management LLC | 3,341,032 | $94.9M | 0.36% | −24,500−0.7% | Reduced |
| Northern Trust Corp | 3,176,991 | $90.2M | 0.02% | +45,999+1.5% | Added |
| FIL Ltd | 3,096,800 | $87.9M | 0.10% | +9,300+0.3% | Added |
| Clearbridge Investments, LLC | 2,921,487 | $82.9M | 0.08% | −570,736−16.3% | Reduced |
| Morgan Stanley | 2,870,955 | $81.5M | 0.01% | −136,547−4.5% | Reduced |
| Goldman Sachs Group Inc | 2,549,613 | $72.4M | 0.02% | +1,619,722+174.2% | Added |
| Ensign Peak Advisors, Inc | 2,323,323 | $66.0M | 0.14% | −507,689−17.9% | Reduced |
| Charles Schwab Investment Management Inc | 2,073,759 | $58.9M | 0.02% | +13,879+0.7% | Added |
| Bank of New York Mellon Corp | 1,998,803 | $56.7M | 0.01% | −42,968−2.1% | Reduced |
| Legal & General Group Plc | 1,843,602 | $52.3M | 0.02% | −61,792−3.2% | Reduced |
| UBS Asset Management Americas Inc | 1,575,593 | $44.7M | 0.02% | −188,868−10.7% | Reduced |
| Millennium Management LLC | 1,514,727 | $43.0M | 0.04% | +475,454+45.7% | Added |
| Ci Investments Inc. | 1,512,377 | $42.9M | 0.24% | −83,409−5.2% | Reduced |
| Voya Investment Management LLC | 1,506,077 | $42.8M | 0.05% | +319,638+26.9% | Added |
| O'Shaughnessy Asset Management, LLC | 1,496,714 | $42.5M | 0.63% | −382,392−20.3% | Reduced |
| Poplar Forest Capital LLC | 1,488,595 | $42.3M | 4.90% | +190,501+14.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,452,776 | $41.2M | 1.80% | +115,004+8.6% | Added |
| Ameriprise Financial Inc | 1,433,296 | $40.7M | 0.01% | −409,855−22.2% | Reduced |
| FMR LLC | 1,337,388 | $38.0M | 0.00% | −824,913−38.1% | Reduced |
| Citadel Advisors LLC | 1,263,659 | $35.9M | 0.04% | −2,434,743−65.8% | Reduced |
| Swiss National Bank | 1,146,700 | $32.6M | 0.03% | −149,900−11.6% | Reduced |
| Lazard Asset Management LLC | 940,392 | $26.7M | 0.04% | +314,468+50.2% | Added |
| Storebrand Asset Management AS | 883,831 | $25.1M | 0.12% | −13,553−1.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 875,483 | $24.9M | 0.02% | −21,246−2.4% | Reduced |
| Swedbank AB | 836,237 | $23.7M | 0.04% | −165,705−16.5% | Reduced |
| Bank of Montreal | 786,546 | $23.0M | 0.01% | −60,256−7.1% | Reduced |
| Credit Suisse AG | 797,838 | $22.7M | 0.02% | −46,265−5.5% | Reduced |
| AQR Capital Management LLC | 797,561 | $22.6M | 0.05% | +89,110+12.6% | Added |
| Robeco Institutional Asset Management B.V. | 709,969 | $20.2M | 0.05% | −760,784−51.7% | Reduced |
| Interval Partners, LP | 705,688 | $20.0M | 0.82% | +518,046+276.1% | Added |
| California Public Employees Retirement System | 698,889 | $19.8M | 0.02% | +19,692+2.9% | Added |
| Deutsche Bank AG | 631,451 | $17.9M | 0.01% | −230,227−26.7% | Reduced |
| California State Teachers Retirement System | 623,968 | $17.7M | 0.03% | +11,391+1.9% | Added |
| HSBC Holdings PLC | 622,138 | $17.7M | 0.02% | +272,038+77.7% | Added |
| Manufacturers Life Insurance Company, The | 593,017 | $16.8M | 0.01% | +579,137+4,172.5% | Added |
| Algebris (UK) Ltd | 578,278 | $16.4M | 8.40% | +17,549+3.1% | Added |
| LSV Asset Management | 575,677 | $16.3M | 0.04% | −32,500−5.3% | Reduced |
| Alyeska Investment Group, L.P. | 571,165 | $16.2M | 0.11% | −31,798−5.3% | Reduced |
| Barclays PLC | 511,843 | $14.5M | 0.01% | −116,689−18.6% | Reduced |
| Russell Investments Group, Ltd. | 509,261 | $14.4M | 0.03% | +23,346+4.8% | Added |
| Wells Fargo & Company | 499,398 | $14.2M | 0.00% | −10,042−2.0% | Reduced |
| Brandywine Global Investment Management, LLC | 487,229 | $13.8M | 0.12% | +114,865+30.8% | Added |
| Rhumbline Advisers | 484,586 | $13.8M | 0.02% | −827−0.2% | Reduced |
| Amundi | 493,217 | $13.6M | 0.01% | −81,087−14.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 470,064 | $13.3M | 0.03% | −95,861−16.9% | Reduced |
| Bank of America Corp | 433,887 | $12.3M | 0.00% | −67,240−13.4% | Reduced |
| Putnam Investments LLC | 432,847 | $12.3M | 0.02% | −6,582−1.5% | Reduced |
| State Board of Administration of Florida Retirement System | 425,566 | $12.1M | 0.03% | +540+0.1% | Added |
| Soapstone Management L.P. | 425,000 | $12.1M | 5.58% | −100,000−19.0% | Reduced |
| Two Sigma Investments, LP | 422,276 | $12.0M | 0.03% | +422,276 | New |
| New York State Common Retirement Fund | 409,312 | $11.6M | 0.02% | −57,240−12.3% | Reduced |
| Royal Bank of Canada | 403,907 | $11.5M | 0.00% | +326,259+420.2% | Added |
| SEI Investments Co | 402,556 | $11.4M | 0.02% | −28,580−6.6% | Reduced |
| Thrivent Financial for Lutherans | 375,030 | $10.6M | 0.03% | −1,539−0.4% | Reduced |
| Allianz Asset Management GmbH | 362,163 | $10.3M | 0.02% | −59,238−14.1% | Reduced |
| Schonfeld Strategic Advisors LLC | 361,423 | $10.3M | 0.09% | +133,512+58.6% | Added |
| HRT Financial LP | 349,073 | $9.91M | 0.10% | +349,073 | New |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 339,221 | $9.63M | 0.04% | +163,155+92.7% | Added |
| Community Trust & Investment Co | 336,863 | $9.56M | 0.80% | +3,448+1.0% | Added |
| CBOE Vest Financial, LLC | 316,299 | $8.98M | 0.49% | +118,683+60.1% | Added |
| Prana Capital Management, LP | 316,261 | $8.98M | 0.58% | +316,261 | New |
| Great West Life Assurance Co | 295,696 | $8.40M | 0.02% | +3,407+1.2% | Added |
| Stifel Financial Corp | 286,532 | $8.13M | 0.01% | +176,332+160.0% | Added |
| Levin Capital Strategies, L.P. | 276,679 | $7.85M | 0.98% | +276,679 | New |
| Weiss Multi-Strategy Advisers LLC | 274,375 | $7.79M | 0.19% | −235,358−46.2% | Reduced |
| Callodine Capital Management, LP | 267,500 | $7.59M | 2.12% | +2,500+0.9% | Added |
| Oppenheimer Asset Management Inc. | 266,665 | $7.57M | 0.12% | −10,700−3.9% | Reduced |
| Qube Research & Technologies Ltd | 250,120 | $7.10M | 0.02% | −234,576−48.4% | Reduced |
| American Century Companies Inc | 228,150 | $6.48M | 0.00% | +61,598+37.0% | Added |
| Graham Capital Management, L.P. | 224,482 | $6.37M | 0.19% | +15,371+7.4% | Added |
| Forsta Ap-Fonden | 222,400 | $6.31M | 0.07% | −97,700−30.5% | Reduced |
| Victory Capital Management Inc | 217,356 | $6.17M | 0.01% | +48,467+28.7% | Added |
| Hyperion Capital Advisors LP | 206,061 | $5.85M | 3.21% | 00.0% | Unchanged |
| UBS Group AG | 203,587 | $5.78M | 0.00% | −58,204−22.2% | Reduced |
| Citigroup Inc | 200,929 | $5.70M | 0.01% | +48,717+32.0% | Added |
| BlueMar Capital Management, LLC | 199,827 | $5.67M | 5.95% | −19,741−9.0% | Reduced |
| Susquehanna International Group, LLP | 199,615 | $5.67M | 0.01% | −142,315−41.6% | Reduced |
| Envestnet Asset Management Inc | 196,763 | $5.59M | 0.00% | −23,388−10.6% | Reduced |
| State of New Jersey Common Pension Fund D | 195,625 | $5.55M | 0.02% | 00.0% | Unchanged |
| Man Group plc | – | $5.55M | 0.02% | – | – |
| State of Wisconsin Investment Board | 189,465 | $5.38M | 0.02% | −246,075−56.5% | Reduced |
| Eagle Asset Management Inc | 180,001 | $5.11M | 0.03% | +1,677+0.9% | Added |
| Pictet Asset Management Holding SA | 176,534 | $5.01M | 0.01% | +176,534 | New |