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, Q2 2025
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 2025. 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
- 581
- +15 vs. Q1 2025
- Shares held
- 295.5M
- −2.07M (−0.7%) vs. Q1 2025
- Total value
- $16.6B
- +$1.09B (+7.0%) vs. Q1 2025
- New holders
- 86
- 221 more added
- Sold out
- 71
- 213 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,830,911 | $1.90B | 0.03% | −24,913−0.1% | Reduced |
| BlackRock, Inc. | 29,742,938 | $1.67B | 0.03% | −513,014−1.7% | Reduced |
| Canada Pension Plan Investment Board | 17,616,671 | $988.3M | 0.85% | −1,152,590−6.1% | Reduced |
| Price T Rowe Associates Inc | 16,761,971 | $940.3M | 0.11% | −2,946,571−15.0% | Reduced |
| Wellington Management Group LLP | 12,829,637 | $719.7M | 0.13% | +1,951,121+17.9% | Added |
| Norges Bank | 12,532,256 | $703.1M | 0.09% | −231,907−1.8% | Reduced |
| State Street Corp | 12,330,318 | $691.7M | 0.03% | −516,085−4.0% | Reduced |
| Geode Capital Management, LLC | 7,428,619 | $415.8M | 0.03% | +1,551,551+26.4% | Added |
| Capital International Investors | 7,367,536 | $413.3M | 0.07% | +3,147,729+74.6% | Added |
| Invesco Ltd. | 6,773,224 | $380.0M | 0.06% | −177,612−2.6% | Reduced |
| Massachusetts Financial Services Co | 5,498,091 | $308.4M | 0.10% | +1,254,521+29.6% | Added |
| Acadian Asset Management LLC | 5,203,375 | $291.9M | 0.60% | −585,763−10.1% | Reduced |
| Conifer Management, L.L.C. | 5,000,000 | $280.5M | 36.51% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 4,855,273 | $272.4M | 3.50% | 00.0% | Unchanged |
| Northern Trust Corp | 4,343,185 | $243.7M | 0.03% | +133,169+3.2% | Added |
| Pzena Investment Management LLC | 4,241,210 | $237.9M | 0.77% | −1,661,147−28.1% | Reduced |
| Morgan Stanley | 4,203,651 | $235.8M | 0.02% | +505,422+13.7% | Added |
| Dimensional Fund Advisors LP | 4,001,156 | $224.5M | 0.05% | −42,204−1.0% | Reduced |
| Nordea Investment Management AB | 3,985,846 | $223.2M | 0.21% | +615,314+18.3% | Added |
| Boston Partners | 3,565,147 | $200.0M | 0.22% | +1,486,286+71.5% | Added |
| Goldman Sachs Group Inc | 3,418,171 | $191.8M | 0.03% | +1,089,182+46.8% | Added |
| UBS Asset Management Americas Inc | 3,050,608 | $171.1M | 0.03% | +466,418+18.0% | Added |
| Bank of New York Mellon Corp | 3,012,298 | $169.0M | 0.03% | −23,648−0.8% | Reduced |
| FMR LLC | 2,946,325 | $165.3M | 0.01% | −127,195−4.1% | Reduced |
| First Trust Advisors LP | 2,786,578 | $156.3M | 0.13% | −270,273−8.8% | Reduced |
| Principal Financial Group Inc | 2,311,252 | $129.7M | 0.07% | −178,969−7.2% | Reduced |
| Marshall Wace, LLP | 2,266,927 | $127.2M | 0.15% | +454,325+25.1% | Added |
| Federated Hermes, Inc. | 2,238,387 | $125.6M | 0.24% | +376,811+20.2% | Added |
| Amundi | 2,219,610 | $124.0M | 0.04% | +94,316+4.4% | Added |
| Robeco Institutional Asset Management B.V. | 2,166,713 | $121.6M | 0.20% | +1,834,889+553.0% | Added |
| Charles Schwab Investment Management Inc | 2,089,437 | $117.2M | 0.02% | −17,902−0.8% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,965,757 | $109.8M | 0.18% | −143,356−6.8% | Reduced |
| Nuveen, LLC | 1,863,323 | $104.5M | 0.03% | −43,366−2.3% | Reduced |
| Man Group plc | 1,768,684 | $99.2M | 0.21% | +974,827+122.8% | Added |
| Legal & General Group Plc | 1,564,417 | $87.8M | 0.02% | −11,448−0.7% | Reduced |
| AQR Capital Management LLC | 1,216,281 | $68.2M | 0.06% | −693,170−36.3% | Reduced |
| Ci Investments Inc. | 1,175,730 | $66.0M | 0.25% | −14,160−1.2% | Reduced |
| Los Angeles Capital Management LLC | 1,059,919 | $59.5M | 0.22% | −46,099−4.2% | Reduced |
| UBS Group AG | 1,047,597 | $58.8M | 0.01% | −28,309−2.6% | Reduced |
| Ensign Peak Advisors, Inc | 1,006,738 | $56.5M | 0.10% | −290,791−22.4% | Reduced |
| HSBC Holdings PLC | 1,002,959 | $56.3M | 0.04% | −241,899−19.4% | Reduced |
| Bank of America Corp | 944,372 | $53.0M | 0.00% | −3,769−0.4% | Reduced |
| Rhumbline Advisers | 936,016 | $52.5M | 0.04% | −14,979−1.6% | Reduced |
| Swiss National Bank | 928,800 | $52.1M | 0.03% | +45,100+5.1% | Added |
| Ameriprise Financial Inc | 905,086 | $50.8M | 0.01% | −112,884−11.1% | Reduced |
| Baird Financial Group, Inc. | 892,667 | $50.1M | 0.09% | +206,047+30.0% | Added |
| AustralianSuper Pty Ltd | 883,545 | $49.6M | 0.25% | +134,716+18.0% | Added |
| Deutsche Bank AG | 815,431 | $45.7M | 0.02% | +58,855+7.8% | Added |
| Woodline Partners LP | 806,464 | $45.2M | 0.24% | +806,464 | New |
| Raymond James Financial Inc | 806,079 | $45.2M | 0.02% | +38,250+5.0% | Added |
| JPMorgan Chase & Co | 753,109 | $42.2M | 0.00% | −276,407−26.8% | Reduced |
| Storebrand Asset Management AS | 746,534 | $41.9M | 0.12% | +99,669+15.4% | Added |
| Callodine Capital Management, LP | 739,843 | $41.5M | 4.30% | +419,554+131.0% | Added |
| Swedbank AB | 721,838 | $40.5M | 0.05% | +721,838 | New |
| T. Rowe Price Investment Management, Inc. | 719,927 | $40.4M | 0.03% | −161,005−18.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 707,318 | $39.7M | 0.02% | +9,511+1.4% | Added |
| Bruni J V & Co | 674,394 | $37.8M | 3.98% | +45,347+7.2% | Added |
| Wells Fargo & Company | 667,651 | $37.5M | 0.01% | −265,275−28.4% | Reduced |
| TCW Group Inc | 660,032 | $37.0M | 0.29% | +358,901+119.2% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 659,235 | $37.0M | 0.09% | +106,362+19.2% | Added |
| Manufacturers Life Insurance Company, The | 655,742 | $36.8M | 0.03% | +5,357+0.8% | Added |
| Natixis | 654,197 | $36.7M | 0.18% | +379,594+138.2% | Added |
| Franklin Resources Inc | 630,552 | $35.4M | 0.01% | −70,075−10.0% | Reduced |
| SEI Investments Co | 626,017 | $35.1M | 0.04% | +16,432+2.7% | Added |
| Freestone Grove Partners LP | 608,913 | $34.2M | 0.26% | −633,859−51.0% | Reduced |
| California Public Employees Retirement System | 594,949 | $33.4M | 0.02% | +33,838+6.0% | Added |
| California State Teachers Retirement System | 584,409 | $32.8M | 0.04% | −25,449−4.2% | Reduced |
| American Century Companies Inc | 577,537 | $32.4M | 0.02% | +125,828+27.9% | Added |
| Russell Investments Group, Ltd. | 576,159 | $32.3M | 0.04% | −364,464−38.7% | Reduced |
| Algebris (UK) Ltd | 553,972 | $31.0M | 4.89% | +151,699+37.7% | Added |
| Royal Bank of Canada | 535,180 | $30.0M | 0.01% | +205,726+62.4% | Added |
| Fiera Capital Corp | 532,240 | $29.9M | 0.10% | +532,240 | New |
| Tocqueville Asset Management L.P. | 532,136 | $29.9M | 0.46% | +532,136 | New |
| Voloridge Investment Management, LLC | 509,645 | $28.6M | 0.11% | −585,337−53.5% | Reduced |
| Gillson Capital LP | 486,260 | $27.3M | 2.08% | +314,023+182.3% | Added |
| DnB Asset Management AS | 464,442 | $26.1M | 0.11% | −7,272−1.5% | Reduced |
| Voya Investment Management LLC | 446,795 | $25.1M | 0.02% | −24,523−5.2% | Reduced |
| Lazard Asset Management LLC | 444,635 | $24.9M | 0.03% | +74,567+20.1% | Added |
| BNP Paribas Arbitrage, SA | 442,016 | $24.8M | 0.02% | +263,755+148.0% | Added |
| Great West Life Assurance Co | 430,241 | $24.2M | 0.04% | −43,240−9.1% | Reduced |
| Neuberger Berman Group LLC | 428,550 | $24.0M | 0.02% | −810.0% | Reduced |
| Barclays PLC | 425,866 | $23.9M | 0.01% | +107,604+33.8% | Added |
| Citadel Advisors LLC | 411,112 | $23.1M | 0.02% | −370,198−47.4% | Reduced |
| National Pension Service | 401,717 | $22.5M | 0.02% | +4,110+1.0% | Added |
| State Board of Administration of Florida Retirement System | 395,675 | $22.2M | 0.04% | +3,980+1.0% | Added |
| Allianz Asset Management GmbH | 376,202 | $21.1M | 0.03% | −148,732−28.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 362,216 | $20.3M | 0.05% | −99,659−21.6% | Reduced |
| Four Tree Island Advisory LLC | 361,860 | $20.3M | 14.28% | −59,602−14.1% | Reduced |
| Victory Capital Management Inc | 360,762 | $20.2M | 0.01% | −59,141−14.1% | Reduced |
| Citigroup Inc | 348,087 | $19.5M | 0.01% | −15,928−4.4% | Reduced |
| Millennium Management LLC | 343,470 | $19.3M | 0.02% | −761,484−68.9% | Reduced |
| New York State Common Retirement Fund | 343,097 | $19.2M | 0.03% | +145,597+73.7% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 327,774 | $18.4M | 0.08% | +183,106+126.6% | Added |
| Envestnet Asset Management Inc | 312,021 | $17.5M | 0.01% | +54,495+21.2% | Added |
| Alliancebernstein L.P. | 312,003 | $17.5M | 0.01% | −2,881−0.9% | Reduced |
| O'Shaughnessy Asset Management, LLC | 301,124 | $16.9M | 0.12% | +20,750+7.4% | Added |
| Community Trust & Investment Co | 294,439 | $16.5M | 0.96% | −24,574−7.7% | Reduced |
| Qube Research & Technologies Ltd | 291,126 | $16.3M | 0.02% | +267,389+1,126.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 275,681 | $15.5M | 0.01% | +28,863+11.7% | Added |
| Janus Henderson Group PLC | 259,621 | $14.6M | 0.01% | +231,663+828.6% | Added |