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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 9,071 | $257.5K | 0.00% | +9,071 | New |
| Cresset Asset Management, LLC | 9,189 | $260.9K | 0.00% | +9,189 | New |
| MAI Capital Management | 9,260 | $262.9K | 0.00% | +289+3.2% | Added |
| Integrated Wealth Concepts LLC | 9,365 | $265.9K | 0.00% | +452+5.1% | Added |
| State of Michigan Retirement System | 9,386 | $266.5K | 0.00% | −1,700−15.3% | Reduced |
| Aquatic Capital Management LLC | 9,600 | $273.0K | 0.01% | +9,600 | New |
| Cerity Partners LLC | 9,780 | $277.7K | 0.00% | +1,415+16.9% | Added |
| Van Leeuwen & Company, LLC | 9,877 | $280.4K | 0.17% | 00.0% | Unchanged |
| Diametric Capital, LP | 10,029 | $284.7K | 0.12% | +10,029 | New |
| PEAK6 Investments LLC | 10,113 | $287.1K | 0.01% | +10,113 | New |
| NBC Securities, Inc. | 10,222 | $290.0K | 0.03% | +10,222 | New |
| Signaturefd, LLC | 10,359 | $294.1K | 0.01% | −200−1.9% | Reduced |
| US Bancorp | 10,467 | $297.2K | 0.00% | +471+4.7% | Added |
| Greenland Capital Management LP | 10,739 | $304.9K | 0.04% | +10,739 | New |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $306.6K | 0.11% | −190−1.7% | Reduced |
| Capital Insight Partners, LLC | 10,836 | $307.6K | 0.07% | +1,056+10.8% | Added |
| Axq Capital, LP | 10,900 | $309.5K | 0.11% | +10,900 | New |
| Tokio Marine Asset Management Co Ltd | 11,020 | $312.9K | 0.02% | +1,866+20.4% | Added |
| Rothschild Investment Corp | 11,425 | $324.0K | 0.03% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 11,811 | $335.3K | 0.00% | −3,137−21.0% | Reduced |
| Prudential Financial Inc | 11,961 | $339.6K | 0.00% | −7,566−38.7% | Reduced |
| CIBC Asset Management Inc | 12,236 | $347.4K | 0.00% | −467−3.7% | Reduced |
| Gsa Capital Partners LLP | 12,249 | $348.0K | 0.03% | −14,936−54.9% | Reduced |
| Boston Private Wealth LLC | 12,435 | $353.0K | 0.01% | +1,916+18.2% | Added |
| Mirova | 12,599 | $357.7K | 0.07% | −3,051−19.5% | Reduced |
| Quantinno Capital Management LP | 12,835 | $364.0K | 0.02% | +12,835 | New |
| APG Asset Management N.V. | 13,060 | $370.8K | 0.00% | −653,151−98.0% | Reduced |
| Point72 Asset Management, L.P. | 13,150 | $373.3K | 0.00% | −287,050−95.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,326 | $378.3K | 0.00% | 00.0% | Unchanged |
| M&T Bank Corp | 13,443 | $381.7K | 0.00% | −92−0.7% | Reduced |
| Epoch Investment Partners, Inc. | 13,839 | $392.9K | 0.00% | −830−5.7% | Reduced |
| Advisor Group Holdings, Inc. | 13,980 | $396.9K | 0.00% | +2,853+25.6% | Added |
| Commonwealth Equity Services, LLC | 14,324 | $407.0K | 0.00% | −10,050−41.2% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $417.3K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 15,046 | $427.2K | 0.05% | +5,113+51.5% | Added |
| M Holdings Securities, Inc. | 15,226 | $432.0K | 0.06% | +15,226 | New |
| Abn Amro Investment Solutions | 15,600 | $442.9K | 0.01% | −5,225−25.1% | Reduced |
| JustInvest LLC | 15,852 | $450.0K | 0.01% | +1,487+10.4% | Added |
| Mariner, LLC | 15,945 | $452.7K | 0.00% | −346−2.1% | Reduced |
| CSS LLC | 15,995 | $454.1K | 0.04% | −4,000−20.0% | Reduced |
| Achmea Investment Management B.V. | 16,323 | $464.0K | 0.01% | −36,238−68.9% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,527 | $469.2K | 0.03% | +3,976+31.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $479.3K | 0.01% | −12,260−42.1% | Reduced |
| Comerica Bank | 17,022 | $483.2K | 0.00% | −830,479−98.0% | Reduced |
| Greenleaf Trust | 17,805 | $505.5K | 0.01% | +20+0.1% | Added |
| Boothbay Fund Management, LLC | 17,984 | $510.6K | 0.02% | +5,316+42.0% | Added |
| Gotham Asset Management, LLC | 18,316 | $520.0K | 0.01% | −2,634−12.6% | Reduced |
| Ossiam | 18,413 | $522.7K | 0.01% | +10,421+130.4% | Added |
| Jacobs Levy Equity Management, Inc | 18,501 | $525.2K | 0.00% | +18,501 | New |
| FinTrust Capital Advisors, LLC | 18,553 | $526.7K | 0.12% | +10,754+137.9% | Added |
| Federated Hermes, Inc. | 18,738 | $532.0K | 0.00% | −7,305−28.0% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,875 | $535.9K | 0.00% | +18,875 | New |
| Anchor Investment Management, LLC | 20,503 | $582.1K | 0.08% | −542−2.6% | Reduced |
| Daiwa Securities Group Inc. | 21,093 | $599.0K | 0.00% | 00.0% | Unchanged |
| Fulton Bank, N.A. | 21,147 | $600.4K | 0.03% | +353+1.7% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,393 | $607.3K | 0.00% | −3,403−13.7% | Reduced |
| First National Advisers, LLC | 21,754 | $617.7K | 0.28% | +8,665+66.2% | Added |
| MetLife Investment Management | 21,972 | $623.8K | 0.00% | +100.0% | Added |
| Caxton Associates LP | 22,266 | $632.1K | 0.09% | +22,266 | New |
| Prudential PLC | 22,546 | $640.1K | 0.01% | −5,079−18.4% | Reduced |
| Capital Fund Management S.A. | 23,412 | $664.7K | 0.01% | +23,412 | New |
| Prelude Capital Management, LLC | 23,790 | $675.4K | 0.06% | +23,790 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $679.0K | 0.01% | −97−0.4% | Reduced |
| Gabelli Funds LLC | 24,000 | $681.4K | 0.01% | +1,000+4.3% | Added |
| Ostrum Asset Management | 24,861 | $705.8K | 0.07% | +14,422+138.2% | Added |
| Oak Thistle LLC | 24,915 | $707.3K | 0.21% | −14,686−37.1% | Reduced |
| Pitcairn Co | 26,735 | $759.0K | 0.06% | +1,620+6.5% | Added |
| Voloridge Investment Management, LLC | 27,231 | $773.1K | 0.00% | −7,881−22.4% | Reduced |
| Maryland State Retirement & Pension System | 27,283 | $774.6K | 0.02% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 27,566 | $783.0K | 0.01% | +418+1.5% | Added |
| TD Asset Management Inc | 27,804 | $789.4K | 0.00% | −1,700−5.8% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $794.1K | 0.00% | 00.0% | Unchanged |
| Elo Mutual Pension Insurance Co | 30,082 | $854.0K | 0.03% | +437+1.5% | Added |
| Toroso Investments, LLC | 30,301 | $860.2K | 0.03% | −1,726−5.4% | Reduced |
| Centiva Capital, LP | 30,302 | $860.3K | 0.04% | +15,534+105.2% | Added |
| Janus Henderson Group PLC | 30,502 | $866.4K | 0.00% | −185−0.6% | Reduced |
| Integrated Advisors Network LLC | 31,413 | $891.8K | 0.05% | −4,234−11.9% | Reduced |
| Tower Research Capital LLC (TRC) | 31,659 | $898.8K | 0.03% | +28,163+805.6% | Added |
| Candriam Luxembourg S.C.A. | 31,776 | $902.1K | 0.01% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 32,403 | $919.9K | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,005 | $937.0K | 0.00% | +33,005 | New |
| Ritholtz Wealth Management | 33,102 | $939.8K | 0.04% | +461+1.4% | Added |
| Gulf International Bank (UK) Ltd | 33,890 | $962.0K | 0.03% | −3,013−8.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,046 | $966.6K | 0.45% | −2,099−5.8% | Reduced |
| Fox Run Management, L.L.C. | 34,125 | $968.8K | 0.29% | +34,125 | New |
| Global Endowment Management, LP | 34,502 | $979.5K | 0.10% | +34,502 | New |
| Verition Fund Management LLC | 35,217 | $999.8K | 0.01% | +24,848+239.6% | Added |
| Verdence Capital Advisors LLC | 37,182 | $1.06M | 0.11% | +1,588+4.5% | Added |
| Icon Advisers Inc | 39,200 | $1.11M | 0.28% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,289 | $1.12M | 0.01% | +912+2.4% | Added |
| Quinn Opportunity Partners LLC | 40,413 | $1.15M | 0.15% | 00.0% | Unchanged |
| New York Life Investment Management LLC | 40,481 | $1.15M | 0.01% | +18,785+86.6% | Added |
| Investment Management Corp of Ontario | 40,505 | $1.15M | 0.05% | +40,505 | New |
| Legacy Wealth Management, LLC | 40,870 | $1.16M | 0.60% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $1.17M | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 41,099 | $1.17M | 0.22% | +41,099 | New |
| Illinois Municipal Retirement Fund | 41,213 | $1.17M | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 43,134 | $1.22M | 0.04% | +6,111+16.5% | Added |
| Public Employees Retirement Association of Colorado | 44,267 | $1.26M | 0.01% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 44,483 | $1.26M | 0.01% | 00.0% | Unchanged |