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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 171,000 | $4.86M | 0.05% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 159,428 | $4.53M | 2.72% | 00.0% | Unchanged |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 158,793 | $4.51M | 0.01% | −1,201−0.8% | Reduced |
| Treasurer of the State of North Carolina | 157,018 | $4.46M | 0.02% | +800+0.5% | Added |
| Assenagon Asset Management S.A. | 156,338 | $4.44M | 0.02% | −9,694−5.8% | Reduced |
| Uniplan Investment Counsel, Inc. | 160,043 | $4.35M | 0.33% | 00.0% | Unchanged |
| Zimmer Partners, LP | 150,000 | $4.26M | 0.11% | +150,000 | New |
| Benson Investment Management Company, Inc. | 148,663 | $4.22M | 2.37% | −204−0.1% | Reduced |
| Raymond James & Associates | 146,508 | $4.16M | 0.00% | −10,334−6.6% | Reduced |
| Public Employees Retirement System of Ohio | 145,630 | $4.13M | 0.02% | −16,133−10.0% | Reduced |
| Nordea Investment Management AB | 144,282 | $4.13M | 0.01% | −17,855−11.0% | Reduced |
| Asset Management One Co.,Ltd. | 140,600 | $3.99M | 0.02% | −12,660−8.3% | Reduced |
| JPMorgan Chase & Co | 137,397 | $3.90M | 0.00% | −154,586−52.9% | Reduced |
| SG Americas Securities, LLC | 135,392 | $3.84M | 0.05% | +105,194+348.3% | Added |
| Bank of Nova Scotia | 135,206 | $3.84M | 0.01% | +135,206 | New |
| Royal London Asset Management Ltd | 125,370 | $3.56M | 0.01% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 125,336 | $3.56M | 0.05% | +10,496+9.1% | Added |
| Foster & Motley Inc | 123,960 | $3.52M | 0.29% | −1,116−0.9% | Reduced |
| National Bank of Canada | 126,569 | $3.44M | 0.01% | +123,083+3,530.8% | Added |
| D. E. Shaw & Co., Inc. | 120,829 | $3.43M | 0.01% | +33,036+37.6% | Added |
| Panagora Asset Management Inc | 120,725 | $3.43M | 0.02% | −79,555−39.7% | Reduced |
| Handelsinvest Investeringsforvaltning | 120,000 | $3.41M | 1.18% | +120,000 | New |
| Magnetar Financial LLC | 118,339 | $3.36M | 0.09% | +118,339 | New |
| Arrowstreet Capital, Limited Partnership | 116,711 | $3.31M | 0.00% | +116,711 | New |
| Natixis | 115,053 | $3.27M | 0.03% | +114,099+11,960.1% | Added |
| QRG Capital Management, Inc. | 108,364 | $3.08M | 0.05% | +108,364 | New |
| Acadian Asset Management LLC | 107,016 | $3.04M | 0.01% | +107,016 | New |
| Korea Investment CORP | 106,083 | $3.01M | 0.01% | −5,356−4.8% | Reduced |
| Keeley-Teton Advisors, LLC | 103,884 | $2.95M | 0.41% | −24,419−19.0% | Reduced |
| Principal Financial Group Inc | 103,127 | $2.93M | 0.00% | +7,518+7.9% | Added |
| Vident Advisory, LLC | 102,955 | $2.92M | 0.09% | +102,955 | New |
| Macquarie Group Ltd | 101,265 | $2.88M | 0.00% | +1,664+1.7% | Added |
| IFM Investors Pty Ltd | 100,354 | $2.85M | 0.04% | −467−0.5% | Reduced |
| Richard Bernstein Advisors LLC | 99,800 | $2.83M | 0.06% | +99,800 | New |
| Rockefeller Capital Management L.P. | 98,899 | $2.81M | 0.01% | +55,734+129.1% | Added |
| Hohimer Wealth Management, LLC | 98,333 | $2.79M | 0.80% | −4,438−4.3% | Reduced |
| Mercer Global Advisors Inc | 97,501 | $2.77M | 0.01% | +97,501 | New |
| Arizona State Retirement System | 97,147 | $2.76M | 0.02% | −843−0.9% | Reduced |
| Chartwell Investment Partners, LLC | 95,055 | $2.70M | 0.10% | 00.0% | Unchanged |
| Power Corp of Canada | 93,686 | $2.66M | 0.17% | 00.0% | Unchanged |
| Franklin Resources Inc | 92,495 | $2.63M | 0.00% | −2,976−3.1% | Reduced |
| Nomura Asset Management Co Ltd | 88,219 | $2.50M | 0.01% | −1,524−1.7% | Reduced |
| Alaska Permanent Fund Corp | 87,800 | $2.49M | 0.05% | 00.0% | Unchanged |
| Kendall Capital Management | 85,859 | $2.44M | 1.08% | −900−1.0% | Reduced |
| Toronto Dominion Bank | 85,356 | $2.42M | 0.00% | −18,179−17.6% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 85,097 | $2.42M | 0.03% | +700+0.8% | Added |
| Intech Investment Management LLC | 83,640 | $2.37M | 0.04% | −31,168−27.1% | Reduced |
| Janney Montgomery Scott LLC | 82,971 | $2.36M | 0.01% | −1,526−1.8% | Reduced |
| Hennessy Advisors Inc | 82,400 | $2.34M | 0.16% | −2,000−2.4% | Reduced |
| DnB Asset Management AS | 82,157 | $2.33M | 0.01% | −15,201−15.6% | Reduced |
| Amalgamated Bank | 81,609 | $2.32M | 0.02% | +3,019+3.8% | Added |
| Nisa Investment Advisors, LLC | 79,460 | $2.26M | 0.02% | −20,246−20.3% | Reduced |
| First National Bank of Omaha | 79,243 | $2.25M | 0.15% | −11,777−12.9% | Reduced |
| Ethic Inc. | 77,600 | $2.20M | 0.08% | +5,558+7.7% | Added |
| Cubist Systematic Strategies, LLC | 77,340 | $2.20M | 0.03% | +77,340 | New |
| BTC Capital Management, Inc. | 76,871 | $2.18M | 0.25% | +1,562+2.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 74,126 | $2.10M | 0.01% | −36,632−33.1% | Reduced |
| EJF Capital LLC | 73,781 | $2.09M | 0.92% | +18,281+32.9% | Added |
| Neuberger Berman Group LLC | 72,389 | $2.06M | 0.00% | −237,934−76.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 71,770 | $2.04M | 0.00% | +10,284+16.7% | Added |
| TCW Group Inc | 71,615 | $2.03M | 0.03% | −48,944−40.6% | Reduced |
| DekaBank Deutsche Girozentrale | 71,269 | $1.99M | 0.00% | −5,759−7.5% | Reduced |
| Jane Street Group, LLC | 68,908 | $1.96M | 0.00% | −44,762−39.4% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $1.94M | 0.01% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 68,002 | $1.93M | 0.04% | −119,495−63.7% | Reduced |
| Aviva PLC | 65,274 | $1.85M | 0.01% | +51,573+376.4% | Added |
| Dark Forest Capital Management LP | 64,099 | $1.82M | 0.15% | +19,100+42.4% | Added |
| First Republic Investment Management, Inc. | 63,912 | $1.81M | 0.01% | +10,923+20.6% | Added |
| Greenwich Investment Management, Inc. | 62,373 | $1.77M | 1.40% | −2,185−3.4% | Reduced |
| Standard Life Aberdeen plc | 61,946 | $1.76M | 0.00% | −64,109−50.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 61,623 | $1.75M | 0.06% | −9,000−12.7% | Reduced |
| Worldquant Millennium Advisors LLC | 61,490 | $1.75M | 0.03% | +61,490 | New |
| Utah Retirement Systems | 61,438 | $1.74M | 0.02% | +100+0.2% | Added |
| Searle & Co. | 60,300 | $1.71M | 0.58% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 59,840 | $1.70M | 0.01% | +1,656+2.8% | Added |
| Tredje AP-fonden | 58,773 | $1.67M | 0.02% | −6,034−9.3% | Reduced |
| Ontario Teachers Pension Plan Board | 58,163 | $1.65M | 0.02% | +20,470+54.3% | Added |
| Shell Asset Management Co | 57,304 | $1.63M | 0.07% | −6,493−10.2% | Reduced |
| Alliancebernstein L.P. | 54,782 | $1.56M | 0.00% | −7,922−12.6% | Reduced |
| Teza Capital Management LLC | 53,929 | $1.53M | 0.25% | +2,526+4.9% | Added |
| LPL Financial LLC | 53,881 | $1.53M | 0.00% | +8,126+17.8% | Added |
| Xponance, Inc. | 52,287 | $1.48M | 0.02% | +1,207+2.4% | Added |
| KBC Group NV | 51,136 | $1.45M | 0.01% | +39,275+331.1% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.40M | 0.15% | −2,300−4.4% | Reduced |
| CI Private Wealth, LLC | 46,931 | $1.33M | 0.00% | −2,467−5.0% | Reduced |
| Rodgers Brothers Inc. | 46,150 | $1.31M | 0.22% | +2,250+5.1% | Added |
| Oregon Public Employees Retirement Fund | 44,487 | $1.26M | 0.02% | −18,200−29.0% | Reduced |
| Public Sector Pension Investment Board | 44,483 | $1.26M | 0.01% | 00.0% | Unchanged |
| Public Employees Retirement Association of Colorado | 44,267 | $1.26M | 0.01% | 00.0% | Unchanged |
| AMG National Trust Bank | 43,134 | $1.22M | 0.04% | +6,111+16.5% | Added |
| Illinois Municipal Retirement Fund | 41,213 | $1.17M | 0.02% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 41,099 | $1.17M | 0.22% | +41,099 | New |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $1.17M | 0.02% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 40,870 | $1.16M | 0.60% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 40,505 | $1.15M | 0.05% | +40,505 | New |
| New York Life Investment Management LLC | 40,481 | $1.15M | 0.01% | +18,785+86.6% | Added |
| Quinn Opportunity Partners LLC | 40,413 | $1.15M | 0.15% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,289 | $1.12M | 0.01% | +912+2.4% | Added |
| Icon Advisers Inc | 39,200 | $1.11M | 0.28% | 00.0% | Unchanged |
| Verdence Capital Advisors LLC | 37,182 | $1.06M | 0.11% | +1,588+4.5% | Added |