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 |
|---|---|---|---|---|---|
| Graham Capital Management, L.P. | 224,482 | $6.37M | 0.19% | +15,371+7.4% | Added |
| American Century Companies Inc | 228,150 | $6.48M | 0.00% | +61,598+37.0% | Added |
| Qube Research & Technologies Ltd | 250,120 | $7.10M | 0.02% | −234,576−48.4% | Reduced |
| Oppenheimer Asset Management Inc. | 266,665 | $7.57M | 0.12% | −10,700−3.9% | Reduced |
| Callodine Capital Management, LP | 267,500 | $7.59M | 2.12% | +2,500+0.9% | Added |
| Weiss Multi-Strategy Advisers LLC | 274,375 | $7.79M | 0.19% | −235,358−46.2% | Reduced |
| Levin Capital Strategies, L.P. | 276,679 | $7.85M | 0.98% | +276,679 | New |
| Stifel Financial Corp | 286,532 | $8.13M | 0.01% | +176,332+160.0% | Added |
| Great West Life Assurance Co | 295,696 | $8.40M | 0.02% | +3,407+1.2% | Added |
| Prana Capital Management, LP | 316,261 | $8.98M | 0.58% | +316,261 | New |
| CBOE Vest Financial, LLC | 316,299 | $8.98M | 0.49% | +118,683+60.1% | Added |
| Community Trust & Investment Co | 336,863 | $9.56M | 0.80% | +3,448+1.0% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 339,221 | $9.63M | 0.04% | +163,155+92.7% | Added |
| HRT Financial LP | 349,073 | $9.91M | 0.10% | +349,073 | New |
| Schonfeld Strategic Advisors LLC | 361,423 | $10.3M | 0.09% | +133,512+58.6% | Added |
| Allianz Asset Management GmbH | 362,163 | $10.3M | 0.02% | −59,238−14.1% | Reduced |
| Thrivent Financial for Lutherans | 375,030 | $10.6M | 0.03% | −1,539−0.4% | Reduced |
| SEI Investments Co | 402,556 | $11.4M | 0.02% | −28,580−6.6% | Reduced |
| Royal Bank of Canada | 403,907 | $11.5M | 0.00% | +326,259+420.2% | Added |
| New York State Common Retirement Fund | 409,312 | $11.6M | 0.02% | −57,240−12.3% | Reduced |
| Two Sigma Investments, LP | 422,276 | $12.0M | 0.03% | +422,276 | New |
| Soapstone Management L.P. | 425,000 | $12.1M | 5.58% | −100,000−19.0% | Reduced |
| State Board of Administration of Florida Retirement System | 425,566 | $12.1M | 0.03% | +540+0.1% | Added |
| Putnam Investments LLC | 432,847 | $12.3M | 0.02% | −6,582−1.5% | Reduced |
| Bank of America Corp | 433,887 | $12.3M | 0.00% | −67,240−13.4% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 470,064 | $13.3M | 0.03% | −95,861−16.9% | Reduced |
| Amundi | 493,217 | $13.6M | 0.01% | −81,087−14.1% | Reduced |
| Rhumbline Advisers | 484,586 | $13.8M | 0.02% | −827−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 487,229 | $13.8M | 0.12% | +114,865+30.8% | Added |
| Wells Fargo & Company | 499,398 | $14.2M | 0.00% | −10,042−2.0% | Reduced |
| Russell Investments Group, Ltd. | 509,261 | $14.4M | 0.03% | +23,346+4.8% | Added |
| Barclays PLC | 511,843 | $14.5M | 0.01% | −116,689−18.6% | Reduced |
| Alyeska Investment Group, L.P. | 571,165 | $16.2M | 0.11% | −31,798−5.3% | Reduced |
| LSV Asset Management | 575,677 | $16.3M | 0.04% | −32,500−5.3% | Reduced |
| Algebris (UK) Ltd | 578,278 | $16.4M | 8.40% | +17,549+3.1% | Added |
| Manufacturers Life Insurance Company, The | 593,017 | $16.8M | 0.01% | +579,137+4,172.5% | Added |
| HSBC Holdings PLC | 622,138 | $17.7M | 0.02% | +272,038+77.7% | Added |
| California State Teachers Retirement System | 623,968 | $17.7M | 0.03% | +11,391+1.9% | Added |
| Deutsche Bank AG | 631,451 | $17.9M | 0.01% | −230,227−26.7% | Reduced |
| California Public Employees Retirement System | 698,889 | $19.8M | 0.02% | +19,692+2.9% | Added |
| Interval Partners, LP | 705,688 | $20.0M | 0.82% | +518,046+276.1% | Added |
| Robeco Institutional Asset Management B.V. | 709,969 | $20.2M | 0.05% | −760,784−51.7% | Reduced |
| AQR Capital Management LLC | 797,561 | $22.6M | 0.05% | +89,110+12.6% | Added |
| Credit Suisse AG | 797,838 | $22.7M | 0.02% | −46,265−5.5% | Reduced |
| Bank of Montreal | 786,546 | $23.0M | 0.01% | −60,256−7.1% | Reduced |
| Swedbank AB | 836,237 | $23.7M | 0.04% | −165,705−16.5% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 875,483 | $24.9M | 0.02% | −21,246−2.4% | Reduced |
| Storebrand Asset Management AS | 883,831 | $25.1M | 0.12% | −13,553−1.5% | Reduced |
| Lazard Asset Management LLC | 940,392 | $26.7M | 0.04% | +314,468+50.2% | Added |
| Swiss National Bank | 1,146,700 | $32.6M | 0.03% | −149,900−11.6% | Reduced |
| Citadel Advisors LLC | 1,263,659 | $35.9M | 0.04% | −2,434,743−65.8% | Reduced |
| FMR LLC | 1,337,388 | $38.0M | 0.00% | −824,913−38.1% | Reduced |
| Ameriprise Financial Inc | 1,433,296 | $40.7M | 0.01% | −409,855−22.2% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,452,776 | $41.2M | 1.80% | +115,004+8.6% | Added |
| Poplar Forest Capital LLC | 1,488,595 | $42.3M | 4.90% | +190,501+14.7% | Added |
| O'Shaughnessy Asset Management, LLC | 1,496,714 | $42.5M | 0.63% | −382,392−20.3% | Reduced |
| Voya Investment Management LLC | 1,506,077 | $42.8M | 0.05% | +319,638+26.9% | Added |
| Ci Investments Inc. | 1,512,377 | $42.9M | 0.24% | −83,409−5.2% | Reduced |
| Millennium Management LLC | 1,514,727 | $43.0M | 0.04% | +475,454+45.7% | Added |
| UBS Asset Management Americas Inc | 1,575,593 | $44.7M | 0.02% | −188,868−10.7% | Reduced |
| Legal & General Group Plc | 1,843,602 | $52.3M | 0.02% | −61,792−3.2% | Reduced |
| Bank of New York Mellon Corp | 1,998,803 | $56.7M | 0.01% | −42,968−2.1% | Reduced |
| Charles Schwab Investment Management Inc | 2,073,759 | $58.9M | 0.02% | +13,879+0.7% | Added |
| Ensign Peak Advisors, Inc | 2,323,323 | $66.0M | 0.14% | −507,689−17.9% | Reduced |
| Goldman Sachs Group Inc | 2,549,613 | $72.4M | 0.02% | +1,619,722+174.2% | Added |
| Morgan Stanley | 2,870,955 | $81.5M | 0.01% | −136,547−4.5% | Reduced |
| Clearbridge Investments, LLC | 2,921,487 | $82.9M | 0.08% | −570,736−16.3% | Reduced |
| FIL Ltd | 3,096,800 | $87.9M | 0.10% | +9,300+0.3% | Added |
| Northern Trust Corp | 3,176,991 | $90.2M | 0.02% | +45,999+1.5% | Added |
| Hotchkis & Wiley Capital Management LLC | 3,341,032 | $94.9M | 0.36% | −24,500−0.7% | Reduced |
| Nuveen Asset Management, LLC | 3,765,119 | $106.9M | 0.04% | −218,412−5.5% | Reduced |
| Dimensional Fund Advisors LP | 3,979,960 | $113.0M | 0.04% | +9,116+0.2% | Added |
| Geode Capital Management, LLC | 5,015,294 | $142.2M | 0.02% | +75,222+1.5% | Added |
| Thornburg Investment Management Inc | 5,446,769 | $154.6M | 2.54% | 00.0% | Unchanged |
| First Trust Advisors LP | 6,214,346 | $176.4M | 0.21% | −177,731−2.8% | Reduced |
| Conifer Management, L.L.C. | 7,600,000 | $215.8M | 24.32% | 00.0% | Unchanged |
| State Street Corp | 9,508,708 | $270.0M | 0.01% | −235,166−2.4% | Reduced |
| Invesco Ltd. | 9,557,687 | $271.3M | 0.07% | −936,125−8.9% | Reduced |
| Massachusetts Financial Services Co | 9,713,460 | $275.8M | 0.10% | +16,022+0.2% | Added |
| Sessa Capital IM, L.P. | 11,176,504 | $317.3M | 14.02% | 00.0% | Unchanged |
| Wellington Management Group LLP | 17,223,089 | $489.0M | 0.10% | −3,549,097−17.1% | Reduced |
| Canada Pension Plan Investment Board | 18,166,769 | $515.8M | 0.75% | 00.0% | Unchanged |
| Norges Bank | 20,050,643 | $569.2M | 0.12% | −567,937−2.8% | Reduced |
| Pzena Investment Management LLC | 26,902,560 | $763.8M | 3.28% | +2,450,484+10.0% | Added |
| BlackRock Inc. | 29,448,406 | $836.0M | 0.02% | −282,528−1.0% | Reduced |
| Price T Rowe Associates Inc | 32,491,914 | $922.4M | 0.14% | −1,491,190−4.4% | Reduced |
| Vanguard Group Inc | 37,565,700 | $1.07B | 0.03% | +402,720+1.1% | Added |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −1,202,894−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −499,293−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −342,485−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −261,300−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −260,938−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −256,579−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −207,220−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −152,043−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −141,014−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −116,891−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −87,959−100.0% | Sold out |