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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Verition Fund Management LLC | 35,217 | $999.8K | 0.01% | +24,848+239.6% | Added |
| Global Endowment Management, LP | 34,502 | $979.5K | 0.10% | +34,502 | New |
| Fox Run Management, L.L.C. | 34,125 | $968.8K | 0.29% | +34,125 | New |
| Wiley Bros.-Aintree Capital, LLC | 34,046 | $966.6K | 0.45% | −2,099−5.8% | Reduced |
| Gulf International Bank (UK) Ltd | 33,890 | $962.0K | 0.03% | −3,013−8.2% | Reduced |
| Ritholtz Wealth Management | 33,102 | $939.8K | 0.04% | +461+1.4% | Added |
| HighTower Advisors, LLC | 33,005 | $937.0K | 0.00% | +33,005 | New |
| British Columbia Investment Management Corp | 32,403 | $919.9K | 0.01% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 31,776 | $902.1K | 0.01% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 31,659 | $898.8K | 0.03% | +28,163+805.6% | Added |
| Integrated Advisors Network LLC | 31,413 | $891.8K | 0.05% | −4,234−11.9% | Reduced |
| Janus Henderson Group PLC | 30,502 | $866.4K | 0.00% | −185−0.6% | Reduced |
| Centiva Capital, LP | 30,302 | $860.3K | 0.04% | +15,534+105.2% | Added |
| Toroso Investments, LLC | 30,301 | $860.2K | 0.03% | −1,726−5.4% | Reduced |
| Elo Mutual Pension Insurance Co | 30,082 | $854.0K | 0.03% | +437+1.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $794.1K | 0.00% | 00.0% | Unchanged |
| TD Asset Management Inc | 27,804 | $789.4K | 0.00% | −1,700−5.8% | Reduced |
| Teacher Retirement System of Texas | 27,566 | $783.0K | 0.01% | +418+1.5% | Added |
| Maryland State Retirement & Pension System | 27,283 | $774.6K | 0.02% | 00.0% | Unchanged |
| Voloridge Investment Management, LLC | 27,231 | $773.1K | 0.00% | −7,881−22.4% | Reduced |
| Pitcairn Co | 26,735 | $759.0K | 0.06% | +1,620+6.5% | Added |
| Oak Thistle LLC | 24,915 | $707.3K | 0.21% | −14,686−37.1% | Reduced |
| Ostrum Asset Management | 24,861 | $705.8K | 0.07% | +14,422+138.2% | Added |
| Gabelli Funds LLC | 24,000 | $681.4K | 0.01% | +1,000+4.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $679.0K | 0.01% | −97−0.4% | Reduced |
| Prelude Capital Management, LLC | 23,790 | $675.4K | 0.06% | +23,790 | New |
| Capital Fund Management S.A. | 23,412 | $664.7K | 0.01% | +23,412 | New |
| Prudential PLC | 22,546 | $640.1K | 0.01% | −5,079−18.4% | Reduced |
| Caxton Associates LP | 22,266 | $632.1K | 0.09% | +22,266 | New |
| MetLife Investment Management | 21,972 | $623.8K | 0.00% | +100.0% | Added |
| First National Advisers, LLC | 21,754 | $617.7K | 0.28% | +8,665+66.2% | Added |
| Raymond James Financial Services Advisors, Inc. | 21,393 | $607.3K | 0.00% | −3,403−13.7% | Reduced |
| Fulton Bank, N.A. | 21,147 | $600.4K | 0.03% | +353+1.7% | Added |
| Daiwa Securities Group Inc. | 21,093 | $599.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 20,503 | $582.1K | 0.08% | −542−2.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 18,875 | $535.9K | 0.00% | +18,875 | New |
| Federated Hermes, Inc. | 18,738 | $532.0K | 0.00% | −7,305−28.0% | Reduced |
| FinTrust Capital Advisors, LLC | 18,553 | $526.7K | 0.12% | +10,754+137.9% | Added |
| Jacobs Levy Equity Management, Inc | 18,501 | $525.2K | 0.00% | +18,501 | New |
| Ossiam | 18,413 | $522.7K | 0.01% | +10,421+130.4% | Added |
| Gotham Asset Management, LLC | 18,316 | $520.0K | 0.01% | −2,634−12.6% | Reduced |
| Boothbay Fund Management, LLC | 17,984 | $510.6K | 0.02% | +5,316+42.0% | Added |
| Greenleaf Trust | 17,805 | $505.5K | 0.01% | +20+0.1% | Added |
| Comerica Bank | 17,022 | $483.2K | 0.00% | −830,479−98.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $479.3K | 0.01% | −12,260−42.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 16,527 | $469.2K | 0.03% | +3,976+31.7% | Added |
| Achmea Investment Management B.V. | 16,323 | $464.0K | 0.01% | −36,238−68.9% | Reduced |
| CSS LLC | 15,995 | $454.1K | 0.04% | −4,000−20.0% | Reduced |
| Mariner, LLC | 15,945 | $452.7K | 0.00% | −346−2.1% | Reduced |
| JustInvest LLC | 15,852 | $450.0K | 0.01% | +1,487+10.4% | Added |
| Abn Amro Investment Solutions | 15,600 | $442.9K | 0.01% | −5,225−25.1% | Reduced |
| M Holdings Securities, Inc. | 15,226 | $432.0K | 0.06% | +15,226 | New |
| Petrus Trust Company, LTA | 15,046 | $427.2K | 0.05% | +5,113+51.5% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $417.3K | 0.02% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 14,324 | $407.0K | 0.00% | −10,050−41.2% | Reduced |
| Advisor Group Holdings, Inc. | 13,980 | $396.9K | 0.00% | +2,853+25.6% | Added |
| Epoch Investment Partners, Inc. | 13,839 | $392.9K | 0.00% | −830−5.7% | Reduced |
| M&T Bank Corp | 13,443 | $381.7K | 0.00% | −92−0.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,326 | $378.3K | 0.00% | 00.0% | Unchanged |
| Point72 Asset Management, L.P. | 13,150 | $373.3K | 0.00% | −287,050−95.6% | Reduced |
| APG Asset Management N.V. | 13,060 | $370.8K | 0.00% | −653,151−98.0% | Reduced |
| Quantinno Capital Management LP | 12,835 | $364.0K | 0.02% | +12,835 | New |
| Mirova | 12,599 | $357.7K | 0.07% | −3,051−19.5% | Reduced |
| Boston Private Wealth LLC | 12,435 | $353.0K | 0.01% | +1,916+18.2% | Added |
| Gsa Capital Partners LLP | 12,249 | $348.0K | 0.03% | −14,936−54.9% | Reduced |
| CIBC Asset Management Inc | 12,236 | $347.4K | 0.00% | −467−3.7% | Reduced |
| Prudential Financial Inc | 11,961 | $339.6K | 0.00% | −7,566−38.7% | Reduced |
| Equitable Holdings, Inc. | 11,811 | $335.3K | 0.00% | −3,137−21.0% | Reduced |
| Rothschild Investment Corp | 11,425 | $324.0K | 0.03% | 00.0% | Unchanged |
| Tokio Marine Asset Management Co Ltd | 11,020 | $312.9K | 0.02% | +1,866+20.4% | Added |
| Axq Capital, LP | 10,900 | $309.5K | 0.11% | +10,900 | New |
| Capital Insight Partners, LLC | 10,836 | $307.6K | 0.07% | +1,056+10.8% | Added |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $306.6K | 0.11% | −190−1.7% | Reduced |
| Greenland Capital Management LP | 10,739 | $304.9K | 0.04% | +10,739 | New |
| US Bancorp | 10,467 | $297.2K | 0.00% | +471+4.7% | Added |
| Signaturefd, LLC | 10,359 | $294.1K | 0.01% | −200−1.9% | Reduced |
| NBC Securities, Inc. | 10,222 | $290.0K | 0.03% | +10,222 | New |
| PEAK6 Investments LLC | 10,113 | $287.1K | 0.01% | +10,113 | New |
| Diametric Capital, LP | 10,029 | $284.7K | 0.12% | +10,029 | New |
| Van Leeuwen & Company, LLC | 9,877 | $280.4K | 0.17% | 00.0% | Unchanged |
| Cerity Partners LLC | 9,780 | $277.7K | 0.00% | +1,415+16.9% | Added |
| Aquatic Capital Management LLC | 9,600 | $273.0K | 0.01% | +9,600 | New |
| State of Michigan Retirement System | 9,386 | $266.5K | 0.00% | −1,700−15.3% | Reduced |
| Integrated Wealth Concepts LLC | 9,365 | $265.9K | 0.00% | +452+5.1% | Added |
| MAI Capital Management | 9,260 | $262.9K | 0.00% | +289+3.2% | Added |
| Cresset Asset Management, LLC | 9,189 | $260.9K | 0.00% | +9,189 | New |
| Echo Street Capital Management LLC | 9,071 | $257.5K | 0.00% | +9,071 | New |
| Kathmere Capital Management, LLC | 9,016 | $256.0K | 0.04% | +211+2.4% | Added |
| Symmetry Partners, LLC | 8,419 | $239.0K | 0.01% | −1,327−13.6% | Reduced |
| Creative Planning | 8,394 | $238.3K | 0.00% | +8,394 | New |
| Romano Brothers and Company | 8,350 | $237.1K | 0.04% | −200−2.3% | Reduced |
| Yousif Capital Management, LLC | 8,333 | $236.6K | 0.00% | +320+4.0% | Added |
| Veriti Management LLC | 8,272 | $234.8K | 0.03% | −495−5.6% | Reduced |
| Thoroughbred Financial Services, LLC | 7,894 | $224.0K | 0.02% | +7,894 | New |
| We Are One Seven, LLC | 7,680 | $218.0K | 0.02% | −526−6.4% | Reduced |
| Sawtooth Solutions, LLC | 7,505 | $213.1K | 0.01% | −881−10.5% | Reduced |
| Bleakley Financial Group, LLC | 7,505 | $213.1K | 0.01% | −881−10.5% | Reduced |
| Tributary Capital Management, LLC | 7,500 | $212.9K | 0.02% | −200−2.6% | Reduced |
| Pacific Global Investment Management CO | 7,384 | $209.6K | 0.05% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,986 | $207.7K | 0.02% | +370+4.9% | Added |