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 |
|---|---|---|---|---|---|
| Oregon Public Employees Retirement Fund | 44,487 | $1.26M | 0.02% | −18,200−29.0% | Reduced |
| Rodgers Brothers Inc. | 46,150 | $1.31M | 0.22% | +2,250+5.1% | Added |
| CI Private Wealth, LLC | 46,931 | $1.33M | 0.00% | −2,467−5.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.40M | 0.15% | −2,300−4.4% | Reduced |
| KBC Group NV | 51,136 | $1.45M | 0.01% | +39,275+331.1% | Added |
| Xponance, Inc. | 52,287 | $1.48M | 0.02% | +1,207+2.4% | Added |
| LPL Financial LLC | 53,881 | $1.53M | 0.00% | +8,126+17.8% | Added |
| Teza Capital Management LLC | 53,929 | $1.53M | 0.25% | +2,526+4.9% | Added |
| Alliancebernstein L.P. | 54,782 | $1.56M | 0.00% | −7,922−12.6% | Reduced |
| Shell Asset Management Co | 57,304 | $1.63M | 0.07% | −6,493−10.2% | Reduced |
| Ontario Teachers Pension Plan Board | 58,163 | $1.65M | 0.02% | +20,470+54.3% | Added |
| Tredje AP-fonden | 58,773 | $1.67M | 0.02% | −6,034−9.3% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 59,840 | $1.70M | 0.01% | +1,656+2.8% | Added |
| Searle & Co. | 60,300 | $1.71M | 0.58% | 00.0% | Unchanged |
| Utah Retirement Systems | 61,438 | $1.74M | 0.02% | +100+0.2% | Added |
| Worldquant Millennium Advisors LLC | 61,490 | $1.75M | 0.03% | +61,490 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 61,623 | $1.75M | 0.06% | −9,000−12.7% | Reduced |
| Standard Life Aberdeen plc | 61,946 | $1.76M | 0.00% | −64,109−50.9% | Reduced |
| Greenwich Investment Management, Inc. | 62,373 | $1.77M | 1.40% | −2,185−3.4% | Reduced |
| First Republic Investment Management, Inc. | 63,912 | $1.81M | 0.01% | +10,923+20.6% | Added |
| Dark Forest Capital Management LP | 64,099 | $1.82M | 0.15% | +19,100+42.4% | Added |
| Aviva PLC | 65,274 | $1.85M | 0.01% | +51,573+376.4% | Added |
| Wedge Capital Management L L P | 68,002 | $1.93M | 0.04% | −119,495−63.7% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $1.94M | 0.01% | 00.0% | Unchanged |
| Jane Street Group, LLC | 68,908 | $1.96M | 0.00% | −44,762−39.4% | Reduced |
| DekaBank Deutsche Girozentrale | 71,269 | $1.99M | 0.00% | −5,759−7.5% | Reduced |
| TCW Group Inc | 71,615 | $2.03M | 0.03% | −48,944−40.6% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,770 | $2.04M | 0.00% | +10,284+16.7% | Added |
| Neuberger Berman Group LLC | 72,389 | $2.06M | 0.00% | −237,934−76.7% | Reduced |
| EJF Capital LLC | 73,781 | $2.09M | 0.92% | +18,281+32.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 74,126 | $2.10M | 0.01% | −36,632−33.1% | Reduced |
| BTC Capital Management, Inc. | 76,871 | $2.18M | 0.25% | +1,562+2.1% | Added |
| Cubist Systematic Strategies, LLC | 77,340 | $2.20M | 0.03% | +77,340 | New |
| Ethic Inc. | 77,600 | $2.20M | 0.08% | +5,558+7.7% | Added |
| First National Bank of Omaha | 79,243 | $2.25M | 0.15% | −11,777−12.9% | Reduced |
| Nisa Investment Advisors, LLC | 79,460 | $2.26M | 0.02% | −20,246−20.3% | Reduced |
| Amalgamated Bank | 81,609 | $2.32M | 0.02% | +3,019+3.8% | Added |
| DnB Asset Management AS | 82,157 | $2.33M | 0.01% | −15,201−15.6% | Reduced |
| Hennessy Advisors Inc | 82,400 | $2.34M | 0.16% | −2,000−2.4% | Reduced |
| Janney Montgomery Scott LLC | 82,971 | $2.36M | 0.01% | −1,526−1.8% | Reduced |
| Intech Investment Management LLC | 83,640 | $2.37M | 0.04% | −31,168−27.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,097 | $2.42M | 0.03% | +700+0.8% | Added |
| Toronto Dominion Bank | 85,356 | $2.42M | 0.00% | −18,179−17.6% | Reduced |
| Kendall Capital Management | 85,859 | $2.44M | 1.08% | −900−1.0% | Reduced |
| Alaska Permanent Fund Corp | 87,800 | $2.49M | 0.05% | 00.0% | Unchanged |
| Nomura Asset Management Co Ltd | 88,219 | $2.50M | 0.01% | −1,524−1.7% | Reduced |
| Franklin Resources Inc | 92,495 | $2.63M | 0.00% | −2,976−3.1% | Reduced |
| Power Corp of Canada | 93,686 | $2.66M | 0.17% | 00.0% | Unchanged |
| Chartwell Investment Partners, LLC | 95,055 | $2.70M | 0.10% | 00.0% | Unchanged |
| Arizona State Retirement System | 97,147 | $2.76M | 0.02% | −843−0.9% | Reduced |
| Mercer Global Advisors Inc | 97,501 | $2.77M | 0.01% | +97,501 | New |
| Hohimer Wealth Management, LLC | 98,333 | $2.79M | 0.80% | −4,438−4.3% | Reduced |
| Rockefeller Capital Management L.P. | 98,899 | $2.81M | 0.01% | +55,734+129.1% | Added |
| Richard Bernstein Advisors LLC | 99,800 | $2.83M | 0.06% | +99,800 | New |
| IFM Investors Pty Ltd | 100,354 | $2.85M | 0.04% | −467−0.5% | Reduced |
| Macquarie Group Ltd | 101,265 | $2.88M | 0.00% | +1,664+1.7% | Added |
| Vident Advisory, LLC | 102,955 | $2.92M | 0.09% | +102,955 | New |
| Principal Financial Group Inc | 103,127 | $2.93M | 0.00% | +7,518+7.9% | Added |
| Keeley-Teton Advisors, LLC | 103,884 | $2.95M | 0.41% | −24,419−19.0% | Reduced |
| Korea Investment CORP | 106,083 | $3.01M | 0.01% | −5,356−4.8% | Reduced |
| Acadian Asset Management LLC | 107,016 | $3.04M | 0.01% | +107,016 | New |
| QRG Capital Management, Inc. | 108,364 | $3.08M | 0.05% | +108,364 | New |
| Natixis | 115,053 | $3.27M | 0.03% | +114,099+11,960.1% | Added |
| Arrowstreet Capital, Limited Partnership | 116,711 | $3.31M | 0.00% | +116,711 | New |
| Magnetar Financial LLC | 118,339 | $3.36M | 0.09% | +118,339 | New |
| Handelsinvest Investeringsforvaltning | 120,000 | $3.41M | 1.18% | +120,000 | New |
| Panagora Asset Management Inc | 120,725 | $3.43M | 0.02% | −79,555−39.7% | Reduced |
| D. E. Shaw & Co., Inc. | 120,829 | $3.43M | 0.01% | +33,036+37.6% | Added |
| National Bank of Canada | 126,569 | $3.44M | 0.01% | +123,083+3,530.8% | Added |
| Foster & Motley Inc | 123,960 | $3.52M | 0.29% | −1,116−0.9% | Reduced |
| ExodusPoint Capital Management, LP | 125,336 | $3.56M | 0.05% | +10,496+9.1% | Added |
| Royal London Asset Management Ltd | 125,370 | $3.56M | 0.01% | 00.0% | Unchanged |
| Bank of Nova Scotia | 135,206 | $3.84M | 0.01% | +135,206 | New |
| SG Americas Securities, LLC | 135,392 | $3.84M | 0.05% | +105,194+348.3% | Added |
| JPMorgan Chase & Co | 137,397 | $3.90M | 0.00% | −154,586−52.9% | Reduced |
| Asset Management One Co.,Ltd. | 140,600 | $3.99M | 0.02% | −12,660−8.3% | Reduced |
| Nordea Investment Management AB | 144,282 | $4.13M | 0.01% | −17,855−11.0% | Reduced |
| Public Employees Retirement System of Ohio | 145,630 | $4.13M | 0.02% | −16,133−10.0% | Reduced |
| Raymond James & Associates | 146,508 | $4.16M | 0.00% | −10,334−6.6% | Reduced |
| Benson Investment Management Company, Inc. | 148,663 | $4.22M | 2.37% | −204−0.1% | Reduced |
| Zimmer Partners, LP | 150,000 | $4.26M | 0.11% | +150,000 | New |
| Uniplan Investment Counsel, Inc. | 160,043 | $4.35M | 0.33% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 156,338 | $4.44M | 0.02% | −9,694−5.8% | Reduced |
| Treasurer of the State of North Carolina | 157,018 | $4.46M | 0.02% | +800+0.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158,793 | $4.51M | 0.01% | −1,201−0.8% | Reduced |
| Kempner Capital Management Inc. | 159,428 | $4.53M | 2.72% | 00.0% | Unchanged |
| Mn Services Vermogensbeheer B.V. | 171,000 | $4.86M | 0.05% | 00.0% | Unchanged |
| Pictet Asset Management Holding SA | 176,534 | $5.01M | 0.01% | +176,534 | New |
| Eagle Asset Management Inc | 180,001 | $5.11M | 0.03% | +1,677+0.9% | Added |
| State of Wisconsin Investment Board | 189,465 | $5.38M | 0.02% | −246,075−56.5% | Reduced |
| Man Group plc | – | $5.55M | 0.02% | – | – |
| State of New Jersey Common Pension Fund D | 195,625 | $5.55M | 0.02% | 00.0% | Unchanged |
| Envestnet Asset Management Inc | 196,763 | $5.59M | 0.00% | −23,388−10.6% | Reduced |
| Susquehanna International Group, LLP | 199,615 | $5.67M | 0.01% | −142,315−41.6% | Reduced |
| BlueMar Capital Management, LLC | 199,827 | $5.67M | 5.95% | −19,741−9.0% | Reduced |
| Citigroup Inc | 200,929 | $5.70M | 0.01% | +48,717+32.0% | Added |
| UBS Group AG | 203,587 | $5.78M | 0.00% | −58,204−22.2% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $5.85M | 3.21% | 00.0% | Unchanged |
| Victory Capital Management Inc | 217,356 | $6.17M | 0.01% | +48,467+28.7% | Added |
| Forsta Ap-Fonden | 222,400 | $6.31M | 0.07% | −97,700−30.5% | Reduced |