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 |
|---|---|---|---|---|---|
| Neuberger Berman Group LLC | 428,550 | $24.0M | 0.02% | −810.0% | Reduced |
| Great West Life Assurance Co | 430,241 | $24.2M | 0.04% | −43,240−9.1% | Reduced |
| BNP Paribas Arbitrage, SA | 442,016 | $24.8M | 0.02% | +263,755+148.0% | Added |
| Lazard Asset Management LLC | 444,635 | $24.9M | 0.03% | +74,567+20.1% | Added |
| Voya Investment Management LLC | 446,795 | $25.1M | 0.02% | −24,523−5.2% | Reduced |
| DnB Asset Management AS | 464,442 | $26.1M | 0.11% | −7,272−1.5% | Reduced |
| Gillson Capital LP | 486,260 | $27.3M | 2.08% | +314,023+182.3% | Added |
| Voloridge Investment Management, LLC | 509,645 | $28.6M | 0.11% | −585,337−53.5% | Reduced |
| Tocqueville Asset Management L.P. | 532,136 | $29.9M | 0.46% | +532,136 | New |
| Fiera Capital Corp | 532,240 | $29.9M | 0.10% | +532,240 | New |
| Royal Bank of Canada | 535,180 | $30.0M | 0.01% | +205,726+62.4% | Added |
| Algebris (UK) Ltd | 553,972 | $31.0M | 4.89% | +151,699+37.7% | Added |
| Russell Investments Group, Ltd. | 576,159 | $32.3M | 0.04% | −364,464−38.7% | Reduced |
| American Century Companies Inc | 577,537 | $32.4M | 0.02% | +125,828+27.9% | Added |
| California State Teachers Retirement System | 584,409 | $32.8M | 0.04% | −25,449−4.2% | Reduced |
| California Public Employees Retirement System | 594,949 | $33.4M | 0.02% | +33,838+6.0% | Added |
| Freestone Grove Partners LP | 608,913 | $34.2M | 0.26% | −633,859−51.0% | Reduced |
| SEI Investments Co | 626,017 | $35.1M | 0.04% | +16,432+2.7% | Added |
| Franklin Resources Inc | 630,552 | $35.4M | 0.01% | −70,075−10.0% | Reduced |
| Natixis | 654,197 | $36.7M | 0.18% | +379,594+138.2% | Added |
| Manufacturers Life Insurance Company, The | 655,742 | $36.8M | 0.03% | +5,357+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 659,235 | $37.0M | 0.09% | +106,362+19.2% | Added |
| TCW Group Inc | 660,032 | $37.0M | 0.29% | +358,901+119.2% | Added |
| Wells Fargo & Company | 667,651 | $37.5M | 0.01% | −265,275−28.4% | Reduced |
| Bruni J V & Co | 674,394 | $37.8M | 3.98% | +45,347+7.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 707,318 | $39.7M | 0.02% | +9,511+1.4% | Added |
| T. Rowe Price Investment Management, Inc. | 719,927 | $40.4M | 0.03% | −161,005−18.3% | Reduced |
| Swedbank AB | 721,838 | $40.5M | 0.05% | +721,838 | New |
| Callodine Capital Management, LP | 739,843 | $41.5M | 4.30% | +419,554+131.0% | Added |
| Storebrand Asset Management AS | 746,534 | $41.9M | 0.12% | +99,669+15.4% | Added |
| JPMorgan Chase & Co | 753,109 | $42.2M | 0.00% | −276,407−26.8% | Reduced |
| Raymond James Financial Inc | 806,079 | $45.2M | 0.02% | +38,250+5.0% | Added |
| Woodline Partners LP | 806,464 | $45.2M | 0.24% | +806,464 | New |
| Deutsche Bank AG | 815,431 | $45.7M | 0.02% | +58,855+7.8% | Added |
| AustralianSuper Pty Ltd | 883,545 | $49.6M | 0.25% | +134,716+18.0% | Added |
| Baird Financial Group, Inc. | 892,667 | $50.1M | 0.09% | +206,047+30.0% | Added |
| Ameriprise Financial Inc | 905,086 | $50.8M | 0.01% | −112,884−11.1% | Reduced |
| Swiss National Bank | 928,800 | $52.1M | 0.03% | +45,100+5.1% | Added |
| Rhumbline Advisers | 936,016 | $52.5M | 0.04% | −14,979−1.6% | Reduced |
| Bank of America Corp | 944,372 | $53.0M | 0.00% | −3,769−0.4% | Reduced |
| HSBC Holdings PLC | 1,002,959 | $56.3M | 0.04% | −241,899−19.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,006,738 | $56.5M | 0.10% | −290,791−22.4% | Reduced |
| UBS Group AG | 1,047,597 | $58.8M | 0.01% | −28,309−2.6% | Reduced |
| Los Angeles Capital Management LLC | 1,059,919 | $59.5M | 0.22% | −46,099−4.2% | Reduced |
| Ci Investments Inc. | 1,175,730 | $66.0M | 0.25% | −14,160−1.2% | Reduced |
| AQR Capital Management LLC | 1,216,281 | $68.2M | 0.06% | −693,170−36.3% | Reduced |
| Legal & General Group Plc | 1,564,417 | $87.8M | 0.02% | −11,448−0.7% | Reduced |
| Man Group plc | 1,768,684 | $99.2M | 0.21% | +974,827+122.8% | Added |
| Nuveen, LLC | 1,863,323 | $104.5M | 0.03% | −43,366−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,965,757 | $109.8M | 0.18% | −143,356−6.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,089,437 | $117.2M | 0.02% | −17,902−0.8% | Reduced |
| Robeco Institutional Asset Management B.V. | 2,166,713 | $121.6M | 0.20% | +1,834,889+553.0% | Added |
| Amundi | 2,219,610 | $124.0M | 0.04% | +94,316+4.4% | Added |
| Federated Hermes, Inc. | 2,238,387 | $125.6M | 0.24% | +376,811+20.2% | Added |
| Marshall Wace, LLP | 2,266,927 | $127.2M | 0.15% | +454,325+25.1% | Added |
| Principal Financial Group Inc | 2,311,252 | $129.7M | 0.07% | −178,969−7.2% | Reduced |
| First Trust Advisors LP | 2,786,578 | $156.3M | 0.13% | −270,273−8.8% | Reduced |
| FMR LLC | 2,946,325 | $165.3M | 0.01% | −127,195−4.1% | Reduced |
| Bank of New York Mellon Corp | 3,012,298 | $169.0M | 0.03% | −23,648−0.8% | Reduced |
| UBS Asset Management Americas Inc | 3,050,608 | $171.1M | 0.03% | +466,418+18.0% | Added |
| Goldman Sachs Group Inc | 3,418,171 | $191.8M | 0.03% | +1,089,182+46.8% | Added |
| Boston Partners | 3,565,147 | $200.0M | 0.22% | +1,486,286+71.5% | Added |
| Nordea Investment Management AB | 3,985,846 | $223.2M | 0.21% | +615,314+18.3% | Added |
| Dimensional Fund Advisors LP | 4,001,156 | $224.5M | 0.05% | −42,204−1.0% | Reduced |
| Morgan Stanley | 4,203,651 | $235.8M | 0.02% | +505,422+13.7% | Added |
| Pzena Investment Management LLC | 4,241,210 | $237.9M | 0.77% | −1,661,147−28.1% | Reduced |
| Northern Trust Corp | 4,343,185 | $243.7M | 0.03% | +133,169+3.2% | Added |
| Thornburg Investment Management Inc | 4,855,273 | $272.4M | 3.50% | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 5,000,000 | $280.5M | 36.51% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,203,375 | $291.9M | 0.60% | −585,763−10.1% | Reduced |
| Massachusetts Financial Services Co | 5,498,091 | $308.4M | 0.10% | +1,254,521+29.6% | Added |
| Invesco Ltd. | 6,773,224 | $380.0M | 0.06% | −177,612−2.6% | Reduced |
| Capital International Investors | 7,367,536 | $413.3M | 0.07% | +3,147,729+74.6% | Added |
| Geode Capital Management, LLC | 7,428,619 | $415.8M | 0.03% | +1,551,551+26.4% | Added |
| State Street Corp | 12,330,318 | $691.7M | 0.03% | −516,085−4.0% | Reduced |
| Norges Bank | 12,532,256 | $703.1M | 0.09% | −231,907−1.8% | Reduced |
| Wellington Management Group LLP | 12,829,637 | $719.7M | 0.13% | +1,951,121+17.9% | Added |
| Price T Rowe Associates Inc | 16,761,971 | $940.3M | 0.11% | −2,946,571−15.0% | Reduced |
| Canada Pension Plan Investment Board | 17,616,671 | $988.3M | 0.85% | −1,152,590−6.1% | Reduced |
| BlackRock, Inc. | 29,742,938 | $1.67B | 0.03% | −513,014−1.7% | Reduced |
| Vanguard Group Inc | 33,830,911 | $1.90B | 0.03% | −24,913−0.1% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,279,559−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,204,620−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −714,193−100.0% | Sold out |
| Philadelphia Financial Management of San Francisco, LLC | 0 | $0 | 0.00% | −474,225−100.0% | Sold out |
| Retirement Systems of Alabama | 0 | $0 | 0.00% | −377,186−100.0% | Sold out |
| Corebridge Financial, Inc. | 0 | $0 | 0.00% | −345,759−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −240,860−100.0% | Sold out |
| BW Gestao de Investimentos Ltda. | 0 | $0 | 0.00% | −216,943−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −139,736−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −119,733−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −111,024−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −106,599−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −103,170−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Alaska Permanent Fund Corp | 0 | $0 | 0.00% | −75,719−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −68,064−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −62,140−100.0% | Sold out |
| Pinebridge Investments, L.P. | 0 | $0 | 0.00% | −54,965−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −49,886−100.0% | Sold out |