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 |
|---|---|---|---|---|---|
| Weiss Asset Management LP | 30,743 | $1.72M | 0.03% | +30,743 | New |
| Ritholtz Wealth Management | 30,807 | $1.73M | 0.04% | +16+0.1% | Added |
| Cresset Asset Management, LLC | 31,348 | $1.76M | 0.01% | +26,497+546.2% | Added |
| Two Sigma Investments, LP | 31,388 | $1.76M | 0.00% | −185,377−85.5% | Reduced |
| HighTower Advisors, LLC | 31,432 | $1.76M | 0.00% | +3,239+11.5% | Added |
| Integrated Advisors Network LLC | 31,686 | $1.78M | 0.08% | +755+2.4% | Added |
| Bank of Montreal | 32,079 | $1.80M | 0.00% | −5,842−15.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $1.80M | 0.02% | 00.0% | Unchanged |
| Brinker Capital Investments, LLC | 32,704 | $1.83M | 0.02% | +16,612+103.2% | Added |
| New York Life Investment Management LLC | 32,844 | $1.84M | 0.02% | −1,679−4.9% | Reduced |
| Daiwa Securities Group Inc. | 32,893 | $1.84M | 0.01% | −7,800−19.2% | Reduced |
| Vise Technologies, Inc. | 33,604 | $1.89M | 0.08% | +33,604 | New |
| Bridgewater Associates, LP | 33,649 | $1.89M | 0.01% | +769+2.3% | Added |
| AXA S.A. | 33,918 | $1.90M | 0.01% | −53,420−61.2% | Reduced |
| Dorsey Wright & Associates | 34,080 | $1.91M | 0.45% | +34,080 | New |
| State of Alaska, Department of Revenue | 34,160 | $1.92M | 0.02% | −2,155−5.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,747 | $1.93M | 0.00% | −94−0.3% | Reduced |
| OP Asset Management Ltd | 34,589 | $1.94M | 0.03% | −50−0.1% | Reduced |
| D. E. Shaw & Co., Inc. | 34,592 | $1.94M | 0.00% | +34,592 | New |
| Nisa Investment Advisors, LLC | 35,293 | $1.98M | 0.01% | −3,628−9.3% | Reduced |
| Two Sigma Advisers, LP | 35,900 | $2.01M | 0.00% | −252,200−87.5% | Reduced |
| TD Asset Management Inc | 36,494 | $2.05M | 0.00% | −152−0.4% | Reduced |
| EJF Capital LLC | 37,400 | $2.10M | 1.67% | 00.0% | Unchanged |
| STRS Ohio | 37,484 | $2.10M | 0.01% | +7,039+23.1% | Added |
| JustInvest LLC | 37,533 | $2.11M | 0.02% | +3,735+11.1% | Added |
| Cerity Partners LLC | 37,568 | $2.11M | 0.00% | −1,901−4.8% | Reduced |
| Empowered Funds, LLC | 37,835 | $2.12M | 0.02% | −84,493−69.1% | Reduced |
| Nissay Asset Management Corp | 38,181 | $2.14M | 0.01% | −225−0.6% | Reduced |
| Ellsworth Advisors, LLC | 38,204 | $2.14M | 0.52% | −1,907−4.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 38,473 | $2.16M | 0.04% | −32,351−45.7% | Reduced |
| CI Private Wealth, LLC | 38,520 | $2.16M | 0.00% | −8,912−18.8% | Reduced |
| EFG Asset Management (North America) Corp. | 38,539 | $2.16M | 0.31% | +19,323+100.6% | Added |
| Candriam Luxembourg S.C.A. | 38,597 | $2.17M | 0.01% | −2,631−6.4% | Reduced |
| Prudential Financial Inc | 38,948 | $2.18M | 0.00% | −18,433−32.1% | Reduced |
| Icon Advisers Inc | 39,200 | $2.20M | 0.50% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 39,240 | $2.20M | 0.67% | −1,365−3.4% | Reduced |
| Verition Fund Management LLC | 39,584 | $2.22M | 0.01% | +1,912+5.1% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $2.28M | 0.04% | 00.0% | Unchanged |
| Diversified Trust Co | 42,186 | $2.37M | 0.05% | −90−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 43,113 | $2.42M | 0.02% | +43,113 | New |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,397 | $2.44M | 0.02% | +10,000+29.9% | Added |
| Stifel Financial Corp | 43,555 | $2.44M | 0.00% | +18,440+73.4% | Added |
| Bridgeway Capital Management, LLC | 43,800 | $2.46M | 0.06% | +43,800 | New |
| M&T Bank Corp | 43,928 | $2.46M | 0.01% | −3,653−7.7% | Reduced |
| Mackenzie Financial Corp | 44,685 | $2.51M | 0.00% | +5,207+13.2% | Added |
| Cetera Investment Advisers | 45,540 | $2.55M | 0.00% | +5,348+13.3% | Added |
| Omers Administration Corp | 45,745 | $2.57M | 0.02% | +1,800+4.1% | Added |
| Lighthouse Investment Partners, LLC | 46,435 | $2.61M | 0.11% | −69,918−60.1% | Reduced |
| Alerus Financial NA | 47,246 | $2.65M | 0.19% | +686+1.5% | Added |
| British Columbia Investment Management Corp | 48,279 | $2.71M | 0.02% | −11,668−19.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 49,165 | $2.76M | 0.02% | +2,022+4.3% | Added |
| Artemis Investment Management LLP | 49,834 | $2.80M | 0.04% | −727,791−93.6% | Reduced |
| Aquatic Capital Management LLC | 50,389 | $2.83M | 0.06% | +50,389 | New |
| KBC Group NV | 50,482 | $2.83M | 0.01% | +10,104+25.0% | Added |
| U.S. Capital Wealth Advisors, LLC | 50,558 | $2.84M | 0.08% | +50,558 | New |
| Mirae Asset Global Investments Co., Ltd. | 51,457 | $2.89M | 0.01% | −41,672−44.7% | Reduced |
| Utah Retirement Systems | 51,504 | $2.89M | 0.03% | −580−1.1% | Reduced |
| First National Bank of Omaha | 52,158 | $2.93M | 0.19% | −1,999−3.7% | Reduced |
| First National Advisers, LLC | 52,517 | $2.95M | 0.43% | −476−0.9% | Reduced |
| Kingsview Wealth Management, LLC | 53,700 | $3.01M | 0.05% | +53,700 | New |
| Brevan Howard Capital Management LP | 54,479 | $3.06M | 0.03% | −32,148−37.1% | Reduced |
| Toronto Dominion Bank | 55,651 | $3.12M | 0.01% | +8,611+18.3% | Added |
| Searle & Co. | 57,467 | $3.22M | 0.91% | −2,000−3.4% | Reduced |
| Ameritas Investment Partners, Inc. | 59,004 | $3.31M | 0.10% | −1,970−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 59,386 | $3.33M | 0.07% | +10,610+21.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 59,587 | $3.34M | 0.09% | −178,382−75.0% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,976 | $3.36M | 0.03% | +12,146+25.4% | Added |
| Susquehanna International Group, LLP | 60,044 | $3.37M | 0.01% | −32,103−34.8% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 60,289 | $3.38M | 0.02% | −9,259−13.3% | Reduced |
| Dynamic Advisor Solutions LLC | 61,582 | $3.45M | 0.11% | +61,582 | New |
| Oregon Public Employees Retirement Fund | 61,835 | $3.47M | 0.06% | −1,042−1.7% | Reduced |
| Macquarie Group Ltd | 61,943 | $3.47M | 0.00% | −10,788−14.8% | Reduced |
| Meridian Wealth Management, LLC | 63,193 | $3.55M | 0.15% | +63,193 | New |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $3.56M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 64,380 | $3.57M | 0.01% | −1,104−1.7% | Reduced |
| Entropy Technologies, LP | 63,856 | $3.58M | 0.28% | +46,285+263.4% | Added |
| New Mexico Educational Retirement Board | 65,500 | $3.67M | 0.12% | 00.0% | Unchanged |
| New Age Alpha Advisors, LLC | 65,859 | $3.69M | 0.16% | +65,859 | New |
| Stephens Inc | 66,292 | $3.72M | 0.05% | −845−1.3% | Reduced |
| Wedge Capital Management L L P | 67,379 | $3.78M | 0.07% | −673,145−90.9% | Reduced |
| Smith Asset Management Co., LLC | 67,416 | $3.78M | 3.26% | +67,416 | New |
| Northwestern Mutual Investment Management Company, LLC | 67,852 | $3.81M | 0.06% | −1,052−1.5% | Reduced |
| JPL Wealth Management, LLC | 68,545 | $3.85M | 1.04% | +68,545 | New |
| BTC Capital Management, Inc. | 70,116 | $3.88M | 0.32% | +3,899+5.9% | Added |
| Swiss Life Asset Management Ltd | 72,125 | $4.05M | 0.02% | −76,330−51.4% | Reduced |
| La Banque Postale Asset Management SA | 73,376 | $4.12M | 0.06% | −59,515−44.8% | Reduced |
| Jain Global LLC | 74,029 | $4.15M | 0.06% | +47,662+180.8% | Added |
| Manning & Napier Advisors LLC | 75,000 | $4.21M | 0.05% | +34,711+86.2% | Added |
| NFC Investments, LLC | 75,300 | $4.22M | 1.21% | +300+0.4% | Added |
| XTX Topco Ltd | 75,499 | $4.24M | 0.18% | +62,737+491.6% | Added |
| Handelsbanken Fonder AB | 76,300 | $4.28M | 0.02% | 00.0% | Unchanged |
| Quantinno Capital Management LP | 76,418 | $4.29M | 0.02% | +20,280+36.1% | Added |
| State of Michigan Retirement System | 76,786 | $4.31M | 0.02% | −1,800−2.3% | Reduced |
| National Bank of Canada | 76,954 | $4.32M | 0.00% | +33,015+75.1% | Added |
| Uniplan Investment Counsel, Inc. | 77,737 | $4.36M | 0.44% | −38,272−33.0% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,080 | $4.38M | 0.02% | +4,001+5.4% | Added |
| Virginia Retirement Systems Et Al | 80,000 | $4.49M | 0.03% | −59,500−42.7% | Reduced |
| LPL Financial LLC | 80,533 | $4.52M | 0.00% | +9,119+12.8% | Added |
| Gabelli Funds LLC | 82,257 | $4.61M | 0.03% | +58,757+250.0% | Added |
| Point72 Europe (London) LLP | 83,100 | $4.66M | 0.24% | +83,100 | New |