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 |
|---|---|---|---|---|---|
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −78,739−100.0% | Sold out |
| Duality Advisers, LP | 0 | $0 | 0.00% | −63,613−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −52,528−100.0% | Sold out |
| 1832 Asset Management L.P. | 0 | $0 | 0.00% | −49,982−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −45,078−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −37,402−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −30,003−100.0% | Sold out |
| Banco Santander, S.A. | 0 | $0 | 0.00% | −27,661−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −20,700−100.0% | Sold out |
| Mutual Advisors, LLC | 0 | $0 | 0.00% | −20,238−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −19,557−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −22,273−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −15,383−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −14,525−100.0% | Sold out |
| Kestra Advisory Services, LLC | 0 | $0 | 0.00% | −11,244−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −10,040−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −9,722−100.0% | Sold out |
| Townsend & Associates, Inc | 0 | $0 | 0.00% | −7,679−100.0% | Sold out |
| One Wealth Advisors, LLC | 0 | $0 | 0.00% | −8,144−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −3,694−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −834−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −303−100.0% | Sold out |
| Rise Advisors, LLC | 0 | $0 | 0.00% | −164−100.0% | Sold out |
| ICA Group Wealth Management, LLC | 0 | $0 | 0.00% | −106−100.0% | Sold out |
| Disciplined Investments, LLC | 0 | $0 | 0.00% | −47−100.0% | Sold out |
| Safeguard Financial, LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −27−100.0% | Sold out |
| Pictet Asset Management SA | – | – | – | – | Not filed |
| BerganKDV Wealth Management, LLC | – | – | – | – | Not filed |