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 |
|---|---|---|---|---|---|
| LSV Asset Management | 253,600 | $14.2M | 0.03% | −30,700−10.8% | Reduced |
| Basswood Capital Management, L.L.C. | 247,122 | $13.9M | 0.69% | +247,122 | New |
| Korea Investment CORP | 239,691 | $13.4M | 0.03% | +55,500+30.1% | Added |
| Pictet Asset Management Holding SA | 238,718 | $13.4M | 0.01% | +47,796+25.0% | Added |
| Aviva PLC | 233,133 | $13.1M | 0.03% | +14,104+6.4% | Added |
| Nomura Asset Management Co Ltd | 230,002 | $12.9M | 0.04% | +7,100+3.2% | Added |
| CBOE Vest Financial, LLC | 228,539 | $12.8M | 0.18% | +804+0.4% | Added |
| State of Wisconsin Investment Board | 225,232 | $12.6M | 0.03% | +9,818+4.6% | Added |
| Brown Advisory Inc | 222,252 | $12.5M | 0.02% | +65,085+41.4% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 217,069 | $12.2M | 0.02% | +31,421+16.9% | Added |
| Brandywine Global Investment Management, LLC | 200,261 | $11.2M | 0.08% | −375,037−65.2% | Reduced |
| Forsta Ap-Fonden | 197,300 | $11.1M | 0.07% | +30,800+18.5% | Added |
| Steamboat Capital Partners, LLC | 196,800 | $11.0M | 3.14% | −53,200−21.3% | Reduced |
| Mediolanum International Funds Ltd | 190,720 | $10.7M | 0.13% | +63,360+49.7% | Added |
| Standard Life Aberdeen plc | 187,524 | $10.5M | 0.02% | +11,457+6.5% | Added |
| New York State Teachers Retirement System | 186,895 | $10.5M | 0.02% | −949−0.5% | Reduced |
| South Dakota Investment Council | 186,883 | $10.5M | 0.20% | +24,500+15.1% | Added |
| Algert Global LLC | 183,198 | $10.3M | 0.22% | +5,830+3.3% | Added |
| Foster & Motley Inc | 181,501 | $10.2M | 0.59% | +4,632+2.6% | Added |
| MetLife Investment Management | 177,596 | $9.96M | 0.06% | −8,138−4.4% | Reduced |
| Edgestream Partners, L.P. | 168,926 | $9.48M | 0.26% | +77,195+84.2% | Added |
| Danske Bank A/S | 164,059 | $9.20M | 0.02% | +49,786+43.6% | Added |
| Asset Management One Co.,Ltd. | 159,353 | $8.94M | 0.03% | +4,871+3.2% | Added |
| Susquehanna Portfolio Strategies, LLC | 155,839 | $8.74M | 0.19% | +155,839 | New |
| Horizon Investments, LLC | 156,081 | $8.71M | 0.14% | +156,081 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 153,400 | $8.61M | 0.39% | +26,300+20.7% | Added |
| Mutual of America Capital Management LLC | 151,129 | $8.48M | 0.09% | −8,373−5.2% | Reduced |
| Graham Capital Management, L.P. | 151,015 | $8.47M | 0.26% | +123,389+446.6% | Added |
| Oppenheimer Asset Management Inc. | 148,441 | $8.33M | 0.10% | +162+0.1% | Added |
| Amalgamated Bank | 146,113 | $8.20M | 0.06% | −2,127−1.4% | Reduced |
| Bank of Nova Scotia | 144,352 | $8.10M | 0.02% | −40,036−21.7% | Reduced |
| Treasurer of the State of North Carolina | 142,859 | $8.01M | 0.03% | −127−0.1% | Reduced |
| APG Asset Management N.V. | 162,100 | $7.75M | 0.02% | +2,600+1.6% | Added |
| PEAK6 LLC | 137,452 | $7.71M | 0.26% | +137,452 | New |
| Thrivent Financial for Lutherans | 135,371 | $7.59M | 0.02% | −106,917−44.1% | Reduced |
| Teacher Retirement System of Texas | 133,460 | $7.49M | 0.03% | +87,618+191.1% | Added |
| Royal London Asset Management Ltd | 129,808 | $7.28M | 0.02% | −8,938−6.4% | Reduced |
| Great Lakes Advisors, LLC | 128,196 | $7.19M | 0.06% | −13,922−9.8% | Reduced |
| Jessup Wealth Management, Inc | 128,044 | $7.18M | 2.88% | −5,181−3.9% | Reduced |
| Jane Street Group, LLC | 125,055 | $7.02M | 0.01% | −428,890−77.4% | Reduced |
| State of Tennessee, Treasury Department | 124,458 | $6.98M | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 122,444 | $6.87M | 2.20% | +44,481+57.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 121,495 | $6.82M | 0.02% | +63,590+109.8% | Added |
| Kendall Capital Management | 118,054 | $6.62M | 1.75% | +2,915+2.5% | Added |
| Comerica Bank | 117,446 | $6.59M | 0.03% | −42,048−26.4% | Reduced |
| Prana Capital Management, LP | 116,109 | $6.51M | 0.24% | +116,109 | New |
| Mn Services Vermogensbeheer B.V. | 114,700 | $6.43M | 0.04% | −8,800−7.1% | Reduced |
| Prudential PLC | 113,865 | $6.39M | 0.04% | +69,328+155.7% | Added |
| M.D. Sass Investors Services, Inc. | 112,423 | $6.31M | 0.51% | −586,641−83.9% | Reduced |
| Benson Investment Management Company, Inc. | 111,902 | $6.28M | 2.38% | −12,205−9.8% | Reduced |
| KLP Kapitalforvaltning AS | 110,000 | $6.17M | 0.03% | +2,000+1.9% | Added |
| Caisse des Depots Et Consignations | 109,906 | $6.17M | 0.26% | +4,678+4.4% | Added |
| Polar Capital Holdings Plc | 107,591 | $6.04M | 0.03% | −157,555−59.4% | Reduced |
| Yousif Capital Management, LLC | 106,893 | $6.00M | 0.06% | −4,362−3.9% | Reduced |
| Assenagon Asset Management S.A. | 105,004 | $5.89M | 0.01% | +22,620+27.5% | Added |
| Illinois Municipal Retirement Fund | 104,300 | $5.85M | 0.08% | +63,087+153.1% | Added |
| Resona Asset Management Co.,Ltd. | 103,912 | $5.83M | 0.03% | +7,138+7.4% | Added |
| Vident Advisory, LLC | 101,607 | $5.70M | 0.06% | −10,447−9.3% | Reduced |
| New Vernon Investment Management LLC | 100,349 | $5.63M | 6.55% | +10,550+11.7% | Added |
| Public Employees Retirement System of Ohio | 99,956 | $5.61M | 0.02% | +3,738+3.9% | Added |
| Teachers Retirement System of the State of Kentucky | 99,290 | $5.57M | 0.05% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 97,366 | $5.46M | 0.85% | +97,366 | New |
| State of New Jersey Common Pension Fund D | 97,283 | $5.46M | 0.02% | 00.0% | Unchanged |
| Caxton Associates LLP | 96,455 | $5.41M | 0.14% | +87,693+1,000.8% | Added |
| Kempner Capital Management Inc. | 94,779 | $5.32M | 2.85% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 93,441 | $5.24M | 0.05% | +4,880+5.5% | Added |
| Mercer Global Advisors Inc | 92,717 | $5.20M | 0.01% | +5,270+6.0% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 92,182 | $5.17M | 0.05% | −105,812−53.4% | Reduced |
| Ethic Inc. | 92,151 | $5.16M | 0.09% | +8,477+10.1% | Added |
| Police & Firemen's Retirement System of New Jersey | 89,745 | $5.03M | 0.05% | +3,356+3.9% | Added |
| Arizona State Retirement System | 89,680 | $5.03M | 0.03% | −933−1.0% | Reduced |
| Natixis Advisors, L.P. | 89,610 | $5.03M | 0.01% | +4,355+5.1% | Added |
| IFM Investors Pty Ltd | 89,385 | $5.01M | 0.05% | +2,426+2.8% | Added |
| Richard Bernstein Advisors LLC | 87,335 | $4.90M | 0.12% | −8,559−8.9% | Reduced |
| Quantbot Technologies LP | 87,194 | $4.89M | 0.13% | +68,505+366.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 86,500 | $4.85M | 0.08% | +49,000+130.7% | Added |
| Rockefeller Capital Management L.P. | 86,285 | $4.84M | 0.01% | −3,178−3.6% | Reduced |
| Louisiana State Employees Retirement System | 85,500 | $4.80M | 0.09% | −1,300−1.5% | Reduced |
| Hudson Bay Capital Management LP | 85,019 | $4.77M | 0.03% | −481,482−85.0% | Reduced |
| Xponance, Inc. | 84,711 | $4.75M | 0.04% | +431+0.5% | Added |
| HRT Financial LP | 84,248 | $4.73M | 0.02% | −505,561−85.7% | Reduced |
| Point72 Europe (London) LLP | 83,100 | $4.66M | 0.24% | +83,100 | New |
| Gabelli Funds LLC | 82,257 | $4.61M | 0.03% | +58,757+250.0% | Added |
| LPL Financial LLC | 80,533 | $4.52M | 0.00% | +9,119+12.8% | Added |
| Virginia Retirement Systems Et Al | 80,000 | $4.49M | 0.03% | −59,500−42.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 78,080 | $4.38M | 0.02% | +4,001+5.4% | Added |
| Uniplan Investment Counsel, Inc. | 77,737 | $4.36M | 0.44% | −38,272−33.0% | Reduced |
| National Bank of Canada | 76,954 | $4.32M | 0.00% | +33,015+75.1% | Added |
| State of Michigan Retirement System | 76,786 | $4.31M | 0.02% | −1,800−2.3% | Reduced |
| Quantinno Capital Management LP | 76,418 | $4.29M | 0.02% | +20,280+36.1% | Added |
| Handelsbanken Fonder AB | 76,300 | $4.28M | 0.02% | 00.0% | Unchanged |
| XTX Topco Ltd | 75,499 | $4.24M | 0.18% | +62,737+491.6% | Added |
| NFC Investments, LLC | 75,300 | $4.22M | 1.21% | +300+0.4% | Added |
| Manning & Napier Advisors LLC | 75,000 | $4.21M | 0.05% | +34,711+86.2% | Added |
| Jain Global LLC | 74,029 | $4.15M | 0.06% | +47,662+180.8% | Added |
| La Banque Postale Asset Management SA | 73,376 | $4.12M | 0.06% | −59,515−44.8% | Reduced |
| Swiss Life Asset Management Ltd | 72,125 | $4.05M | 0.02% | −76,330−51.4% | Reduced |
| BTC Capital Management, Inc. | 70,116 | $3.88M | 0.32% | +3,899+5.9% | Added |
| JPL Wealth Management, LLC | 68,545 | $3.85M | 1.04% | +68,545 | New |
| Northwestern Mutual Investment Management Company, LLC | 67,852 | $3.81M | 0.06% | −1,052−1.5% | Reduced |