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 |
|---|---|---|---|---|---|
| HRT Financial LP | 84,248 | $4.73M | 0.02% | −505,561−85.7% | Reduced |
| Xponance, Inc. | 84,711 | $4.75M | 0.04% | +431+0.5% | Added |
| Hudson Bay Capital Management LP | 85,019 | $4.77M | 0.03% | −481,482−85.0% | Reduced |
| Louisiana State Employees Retirement System | 85,500 | $4.80M | 0.09% | −1,300−1.5% | Reduced |
| Rockefeller Capital Management L.P. | 86,285 | $4.84M | 0.01% | −3,178−3.6% | Reduced |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 86,500 | $4.85M | 0.08% | +49,000+130.7% | Added |
| Quantbot Technologies LP | 87,194 | $4.89M | 0.13% | +68,505+366.6% | Added |
| Richard Bernstein Advisors LLC | 87,335 | $4.90M | 0.12% | −8,559−8.9% | Reduced |
| IFM Investors Pty Ltd | 89,385 | $5.01M | 0.05% | +2,426+2.8% | Added |
| Natixis Advisors, L.P. | 89,610 | $5.03M | 0.01% | +4,355+5.1% | Added |
| Arizona State Retirement System | 89,680 | $5.03M | 0.03% | −933−1.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 89,745 | $5.03M | 0.05% | +3,356+3.9% | Added |
| Ethic Inc. | 92,151 | $5.16M | 0.09% | +8,477+10.1% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 92,182 | $5.17M | 0.05% | −105,812−53.4% | Reduced |
| Mercer Global Advisors Inc | 92,717 | $5.20M | 0.01% | +5,270+6.0% | Added |
| QRG Capital Management, Inc. | 93,441 | $5.24M | 0.05% | +4,880+5.5% | Added |
| Kempner Capital Management Inc. | 94,779 | $5.32M | 2.85% | 00.0% | Unchanged |
| Caxton Associates LLP | 96,455 | $5.41M | 0.14% | +87,693+1,000.8% | Added |
| State of New Jersey Common Pension Fund D | 97,283 | $5.46M | 0.02% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 97,366 | $5.46M | 0.85% | +97,366 | New |
| Teachers Retirement System of the State of Kentucky | 99,290 | $5.57M | 0.05% | 00.0% | Unchanged |
| Public Employees Retirement System of Ohio | 99,956 | $5.61M | 0.02% | +3,738+3.9% | Added |
| New Vernon Investment Management LLC | 100,349 | $5.63M | 6.55% | +10,550+11.7% | Added |
| Vident Advisory, LLC | 101,607 | $5.70M | 0.06% | −10,447−9.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 103,912 | $5.83M | 0.03% | +7,138+7.4% | Added |
| Illinois Municipal Retirement Fund | 104,300 | $5.85M | 0.08% | +63,087+153.1% | Added |
| Assenagon Asset Management S.A. | 105,004 | $5.89M | 0.01% | +22,620+27.5% | Added |
| Yousif Capital Management, LLC | 106,893 | $6.00M | 0.06% | −4,362−3.9% | Reduced |
| Polar Capital Holdings Plc | 107,591 | $6.04M | 0.03% | −157,555−59.4% | Reduced |
| Caisse des Depots Et Consignations | 109,906 | $6.17M | 0.26% | +4,678+4.4% | Added |
| KLP Kapitalforvaltning AS | 110,000 | $6.17M | 0.03% | +2,000+1.9% | Added |
| Benson Investment Management Company, Inc. | 111,902 | $6.28M | 2.38% | −12,205−9.8% | Reduced |
| M.D. Sass Investors Services, Inc. | 112,423 | $6.31M | 0.51% | −586,641−83.9% | Reduced |
| Prudential PLC | 113,865 | $6.39M | 0.04% | +69,328+155.7% | Added |
| Mn Services Vermogensbeheer B.V. | 114,700 | $6.43M | 0.04% | −8,800−7.1% | Reduced |
| Prana Capital Management, LP | 116,109 | $6.51M | 0.24% | +116,109 | New |
| Comerica Bank | 117,446 | $6.59M | 0.03% | −42,048−26.4% | Reduced |
| Kendall Capital Management | 118,054 | $6.62M | 1.75% | +2,915+2.5% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 121,495 | $6.82M | 0.02% | +63,590+109.8% | Added |
| Chase Investment Counsel Corp | 122,444 | $6.87M | 2.20% | +44,481+57.1% | Added |
| State of Tennessee, Treasury Department | 124,458 | $6.98M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 125,055 | $7.02M | 0.01% | −428,890−77.4% | Reduced |
| Jessup Wealth Management, Inc | 128,044 | $7.18M | 2.88% | −5,181−3.9% | Reduced |
| Great Lakes Advisors, LLC | 128,196 | $7.19M | 0.06% | −13,922−9.8% | Reduced |
| Royal London Asset Management Ltd | 129,808 | $7.28M | 0.02% | −8,938−6.4% | Reduced |
| Teacher Retirement System of Texas | 133,460 | $7.49M | 0.03% | +87,618+191.1% | Added |
| Thrivent Financial for Lutherans | 135,371 | $7.59M | 0.02% | −106,917−44.1% | Reduced |
| PEAK6 LLC | 137,452 | $7.71M | 0.26% | +137,452 | New |
| APG Asset Management N.V. | 162,100 | $7.75M | 0.02% | +2,600+1.6% | Added |
| Treasurer of the State of North Carolina | 142,859 | $8.01M | 0.03% | −127−0.1% | Reduced |
| Bank of Nova Scotia | 144,352 | $8.10M | 0.02% | −40,036−21.7% | Reduced |
| Amalgamated Bank | 146,113 | $8.20M | 0.06% | −2,127−1.4% | Reduced |
| Oppenheimer Asset Management Inc. | 148,441 | $8.33M | 0.10% | +162+0.1% | Added |
| Graham Capital Management, L.P. | 151,015 | $8.47M | 0.26% | +123,389+446.6% | Added |
| Mutual of America Capital Management LLC | 151,129 | $8.48M | 0.09% | −8,373−5.2% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 153,400 | $8.61M | 0.39% | +26,300+20.7% | Added |
| Horizon Investments, LLC | 156,081 | $8.71M | 0.14% | +156,081 | New |
| Susquehanna Portfolio Strategies, LLC | 155,839 | $8.74M | 0.19% | +155,839 | New |
| Asset Management One Co.,Ltd. | 159,353 | $8.94M | 0.03% | +4,871+3.2% | Added |
| Danske Bank A/S | 164,059 | $9.20M | 0.02% | +49,786+43.6% | Added |
| Edgestream Partners, L.P. | 168,926 | $9.48M | 0.26% | +77,195+84.2% | Added |
| MetLife Investment Management | 177,596 | $9.96M | 0.06% | −8,138−4.4% | Reduced |
| Foster & Motley Inc | 181,501 | $10.2M | 0.59% | +4,632+2.6% | Added |
| Algert Global LLC | 183,198 | $10.3M | 0.22% | +5,830+3.3% | Added |
| South Dakota Investment Council | 186,883 | $10.5M | 0.20% | +24,500+15.1% | Added |
| New York State Teachers Retirement System | 186,895 | $10.5M | 0.02% | −949−0.5% | Reduced |
| Standard Life Aberdeen plc | 187,524 | $10.5M | 0.02% | +11,457+6.5% | Added |
| Mediolanum International Funds Ltd | 190,720 | $10.7M | 0.13% | +63,360+49.7% | Added |
| Steamboat Capital Partners, LLC | 196,800 | $11.0M | 3.14% | −53,200−21.3% | Reduced |
| Forsta Ap-Fonden | 197,300 | $11.1M | 0.07% | +30,800+18.5% | Added |
| Brandywine Global Investment Management, LLC | 200,261 | $11.2M | 0.08% | −375,037−65.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 217,069 | $12.2M | 0.02% | +31,421+16.9% | Added |
| Brown Advisory Inc | 222,252 | $12.5M | 0.02% | +65,085+41.4% | Added |
| State of Wisconsin Investment Board | 225,232 | $12.6M | 0.03% | +9,818+4.6% | Added |
| CBOE Vest Financial, LLC | 228,539 | $12.8M | 0.18% | +804+0.4% | Added |
| Nomura Asset Management Co Ltd | 230,002 | $12.9M | 0.04% | +7,100+3.2% | Added |
| Aviva PLC | 233,133 | $13.1M | 0.03% | +14,104+6.4% | Added |
| Pictet Asset Management Holding SA | 238,718 | $13.4M | 0.01% | +47,796+25.0% | Added |
| Korea Investment CORP | 239,691 | $13.4M | 0.03% | +55,500+30.1% | Added |
| Basswood Capital Management, L.L.C. | 247,122 | $13.9M | 0.69% | +247,122 | New |
| LSV Asset Management | 253,600 | $14.2M | 0.03% | −30,700−10.8% | Reduced |
| Janus Henderson Group PLC | 259,621 | $14.6M | 0.01% | +231,663+828.6% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 275,681 | $15.5M | 0.01% | +28,863+11.7% | Added |
| Qube Research & Technologies Ltd | 291,126 | $16.3M | 0.02% | +267,389+1,126.5% | Added |
| Community Trust & Investment Co | 294,439 | $16.5M | 0.96% | −24,574−7.7% | Reduced |
| O'Shaughnessy Asset Management, LLC | 301,124 | $16.9M | 0.12% | +20,750+7.4% | Added |
| Alliancebernstein L.P. | 312,003 | $17.5M | 0.01% | −2,881−0.9% | Reduced |
| Envestnet Asset Management Inc | 312,021 | $17.5M | 0.01% | +54,495+21.2% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 327,774 | $18.4M | 0.08% | +183,106+126.6% | Added |
| New York State Common Retirement Fund | 343,097 | $19.2M | 0.03% | +145,597+73.7% | Added |
| Millennium Management LLC | 343,470 | $19.3M | 0.02% | −761,484−68.9% | Reduced |
| Citigroup Inc | 348,087 | $19.5M | 0.01% | −15,928−4.4% | Reduced |
| Victory Capital Management Inc | 360,762 | $20.2M | 0.01% | −59,141−14.1% | Reduced |
| Four Tree Island Advisory LLC | 361,860 | $20.3M | 14.28% | −59,602−14.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 362,216 | $20.3M | 0.05% | −99,659−21.6% | Reduced |
| Allianz Asset Management GmbH | 376,202 | $21.1M | 0.03% | −148,732−28.3% | Reduced |
| State Board of Administration of Florida Retirement System | 395,675 | $22.2M | 0.04% | +3,980+1.0% | Added |
| National Pension Service | 401,717 | $22.5M | 0.02% | +4,110+1.0% | Added |
| Citadel Advisors LLC | 411,112 | $23.1M | 0.02% | −370,198−47.4% | Reduced |
| Barclays PLC | 425,866 | $23.9M | 0.01% | +107,604+33.8% | Added |