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, Q3 2025
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 563
- −11 vs. Q2 2025
- Shares held
- 273.3M
- −9.54M (−3.4%) vs. Q2 2025
- Total value
- $13.9B
- −$1.98B (−12.5%) vs. Q2 2025
- New holders
- 65
- 181 more added
- Sold out
- 76
- 230 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 32,128,910 | $1.63B | 0.02% | −1,702,001−5.0% | Reduced |
| BlackRock, Inc. | 28,982,268 | $1.47B | 0.03% | −760,670−2.6% | Reduced |
| Canada Pension Plan Investment Board | 17,508,117 | $889.1M | 0.62% | −108,554−0.6% | Reduced |
| Price T Rowe Associates Inc | 16,125,263 | $818.8M | 0.09% | −636,708−3.8% | Reduced |
| Wellington Management Group LLP | 12,385,563 | $628.9M | 0.11% | −444,074−3.5% | Reduced |
| State Street Corp | 12,270,629 | $623.1M | 0.02% | −59,689−0.5% | Reduced |
| Capital International Investors | 11,012,837 | $559.2M | 0.09% | +3,645,301+49.5% | Added |
| Geode Capital Management, LLC | 6,381,374 | $328.1M | 0.02% | −1,047,245−14.1% | Reduced |
| Thornburg Investment Management Inc | 4,867,643 | $247.2M | 3.22% | +12,370+0.3% | Added |
| Invesco Ltd. | 4,710,323 | $239.2M | 0.04% | −2,062,901−30.5% | Reduced |
| Massachusetts Financial Services Co | 4,629,268 | $235.1M | 0.07% | −868,823−15.8% | Reduced |
| Pzena Investment Management LLC | 4,297,008 | $218.2M | 0.71% | +55,798+1.3% | Added |
| Conifer Management, L.L.C. | 4,200,000 | $213.3M | 33.80% | −800,000−16.0% | Reduced |
| Northern Trust Corp | 4,054,921 | $205.9M | 0.03% | −288,264−6.6% | Reduced |
| Nordea Investment Management AB | 3,982,790 | $204.7M | 0.18% | −3,056−0.1% | Reduced |
| Morgan Stanley | 4,016,013 | $203.9M | 0.01% | −187,638−4.5% | Reduced |
| Boston Partners | 3,637,414 | $184.7M | 0.19% | +72,267+2.0% | Added |
| Dimensional Fund Advisors LP | 3,634,554 | $184.6M | 0.04% | −366,602−9.2% | Reduced |
| Bank of New York Mellon Corp | 2,989,780 | $151.8M | 0.03% | −22,518−0.7% | Reduced |
| FMR LLC | 2,864,692 | $145.5M | 0.01% | −81,633−2.8% | Reduced |
| Acadian Asset Management LLC | 2,610,514 | $132.5M | 0.23% | −2,592,861−49.8% | Reduced |
| First Trust Advisors LP | 2,385,501 | $121.1M | 0.09% | −401,077−14.4% | Reduced |
| Goldman Sachs Group Inc | 2,351,765 | $119.4M | 0.02% | −1,066,406−31.2% | Reduced |
| Federated Hermes, Inc. | 2,169,090 | $110.1M | 0.19% | −69,297−3.1% | Reduced |
| Principal Financial Group Inc | 2,131,033 | $108.2M | 0.05% | −180,219−7.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,057,210 | $104.5M | 0.02% | −32,227−1.5% | Reduced |
| Diamond Hill Capital Management Inc | 1,999,742 | $101.5M | 0.48% | +1,999,742 | New |
| UBS Asset Management Americas Inc | 1,994,905 | $101.3M | 0.02% | −1,055,703−34.6% | Reduced |
| Nuveen, LLC | 1,978,702 | $100.5M | 0.03% | +115,379+6.2% | Added |
| Robeco Institutional Asset Management B.V. | 1,909,776 | $97.0M | 0.14% | −256,937−11.9% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,897,904 | $93.5M | 0.15% | −67,853−3.5% | Reduced |
| Legal & General Group Plc | 1,528,910 | $77.6M | 0.02% | −35,507−2.3% | Reduced |
| Millennium Management LLC | 1,502,360 | $76.3M | 0.06% | +1,158,890+337.4% | Added |
| JPMorgan Chase & Co | 1,436,704 | $73.0M | 0.00% | +683,595+90.8% | Added |
| London Co of Virginia | 1,235,243 | $62.7M | 0.35% | +1,206,122+4,141.8% | Added |
| AQR Capital Management LLC | 1,177,554 | $59.8M | 0.04% | −38,727−3.2% | Reduced |
| Marshall Wace, LLP | 1,161,882 | $59.0M | 0.06% | −1,105,045−48.7% | Reduced |
| Ameriprise Financial Inc | 1,129,330 | $57.3M | 0.01% | +224,244+24.8% | Added |
| Ci Investments Inc. | 1,120,835 | $56.9M | 0.21% | −54,895−4.7% | Reduced |
| Callodine Capital Management, LP | 1,042,693 | $52.9M | 4.64% | +302,850+40.9% | Added |
| Ensign Peak Advisors, Inc | 1,012,021 | $51.4M | 0.08% | +5,283+0.5% | Added |
| D. E. Shaw & Co., Inc. | 919,924 | $46.7M | 0.04% | +885,332+2,559.4% | Added |
| Los Angeles Capital Management LLC | 916,952 | $46.6M | 0.16% | −142,967−13.5% | Reduced |
| Rhumbline Advisers | 904,867 | $45.9M | 0.04% | −31,149−3.3% | Reduced |
| Bank of America Corp | 893,149 | $45.4M | 0.00% | −51,223−5.4% | Reduced |
| HSBC Holdings PLC | 889,059 | $45.3M | 0.03% | −113,900−11.4% | Reduced |
| Close Asset Management Ltd | 887,970 | $45.1M | 1.00% | +887,970 | New |
| Amundi | 880,506 | $44.8M | 0.01% | −1,339,104−60.3% | Reduced |
| Swiss National Bank | 876,000 | $44.5M | 0.03% | −52,800−5.7% | Reduced |
| TCW Group Inc | 848,249 | $43.1M | 0.36% | +188,217+28.5% | Added |
| HG Vora Capital Management, LLC | 800,000 | $40.6M | 5.50% | +800,000 | New |
| Storebrand Asset Management AS | 748,039 | $38.0M | 0.10% | +1,505+0.2% | Added |
| Swedbank AB | 722,687 | $36.7M | 0.04% | +849+0.1% | Added |
| Deutsche Bank AG | 712,642 | $36.2M | 0.01% | −102,789−12.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,408 | $36.2M | 0.02% | +5,090+0.7% | Added |
| Algebris (UK) Ltd | 712,460 | $36.2M | 4.09% | +158,488+28.6% | Added |
| AustralianSuper Pty Ltd | 709,960 | $36.1M | 0.17% | −173,585−19.6% | Reduced |
| Baird Financial Group, Inc. | 709,084 | $36.0M | 0.06% | −183,583−20.6% | Reduced |
| American Century Companies Inc | 704,600 | $35.8M | 0.02% | +127,063+22.0% | Added |
| Bruni J V & Co | 674,665 | $34.3M | 3.46% | +2710.0% | Added |
| Wells Fargo & Company | 661,687 | $33.6M | 0.01% | −5,964−0.9% | Reduced |
| Manufacturers Life Insurance Company, The | 614,183 | $31.2M | 0.03% | −41,559−6.3% | Reduced |
| California Public Employees Retirement System | 599,428 | $30.4M | 0.02% | +4,479+0.8% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 590,641 | $30.0M | 0.07% | −68,594−10.4% | Reduced |
| Jane Street Group, LLC | 588,107 | $29.9M | 0.03% | +463,052+370.3% | Added |
| Raymond James Financial Inc | 585,075 | $29.7M | 0.01% | −221,004−27.4% | Reduced |
| DnB Asset Management AS | 579,347 | $29.4M | 0.11% | +114,905+24.7% | Added |
| SEI Investments Co | 556,374 | $28.3M | 0.03% | −69,643−11.1% | Reduced |
| California State Teachers Retirement System | 550,804 | $28.0M | 0.03% | −33,605−5.8% | Reduced |
| Bridgewater Associates, LP | 549,951 | $27.9M | 0.11% | +516,302+1,534.4% | Added |
| Lazard Asset Management LLC | 544,089 | $27.6M | 0.04% | +99,454+22.4% | Added |
| Barclays PLC | 532,833 | $27.1M | 0.01% | +106,967+25.1% | Added |
| Advent International Corp | 529,600 | $26.9M | 0.54% | +529,600 | New |
| Freestone Grove Partners LP | 520,733 | $26.4M | 0.20% | −88,180−14.5% | Reduced |
| Fiera Capital Corp | 519,672 | $26.4M | 0.09% | −12,568−2.4% | Reduced |
| UBS Group AG | 511,612 | $26.0M | 0.01% | −535,985−51.2% | Reduced |
| National Pension Service | 500,428 | $25.4M | 0.02% | +98,711+24.6% | Added |
| T. Rowe Price Investment Management, Inc. | 488,142 | $24.8M | 0.02% | −231,785−32.2% | Reduced |
| Franklin Resources Inc | 468,848 | $23.8M | 0.01% | −161,704−25.6% | Reduced |
| BNP Paribas Arbitrage, SA | 437,912 | $22.2M | 0.02% | −4,104−0.9% | Reduced |
| Balyasny Asset Management LLC | 432,220 | $21.9M | 0.04% | +432,220 | New |
| Mitsubishi UFJ Trust & Banking Corp | 430,860 | $21.9M | 0.05% | +68,644+19.0% | Added |
| Citigroup Inc | 396,920 | $20.2M | 0.01% | +48,833+14.0% | Added |
| Envestnet Asset Management Inc | 386,333 | $19.6M | 0.01% | +74,312+23.8% | Added |
| Great West Life Assurance Co | 370,638 | $19.4M | 0.03% | −59,603−13.9% | Reduced |
| Tocqueville Asset Management L.P. | 372,748 | $18.9M | 0.28% | −159,388−30.0% | Reduced |
| HRT Financial LP | 363,949 | $18.5M | 0.07% | +279,701+332.0% | Added |
| Retirement Systems of Alabama | 362,158 | $18.4M | 0.06% | +362,158 | New |
| Four Tree Island Advisory LLC | 358,469 | $18.2M | 11.58% | −3,391−0.9% | Reduced |
| Victory Capital Management Inc | 346,935 | $17.6M | 0.01% | −13,827−3.8% | Reduced |
| New York State Common Retirement Fund | 339,097 | $17.2M | 0.02% | −4,000−1.2% | Reduced |
| State Board of Administration of Florida Retirement System | 323,367 | $16.4M | 0.03% | −72,308−18.3% | Reduced |
| Brown Advisory Inc | 317,584 | $16.1M | 0.02% | +95,332+42.9% | Added |
| Voya Investment Management LLC | 306,574 | $15.6M | 0.02% | −140,221−31.4% | Reduced |
| South Dakota Investment Council | 306,327 | $15.6M | 0.30% | +119,444+63.9% | Added |
| Community Trust & Investment Co | 300,158 | $15.2M | 0.82% | +5,719+1.9% | Added |
| Korea Investment CORP | 299,391 | $15.2M | 0.03% | +59,700+24.9% | Added |
| O'Shaughnessy Asset Management, LLC | 297,803 | $15.1M | 0.09% | −3,321−1.1% | Reduced |
| Alliancebernstein L.P. | 294,354 | $14.9M | 0.00% | −17,649−5.7% | Reduced |
| Pictet Asset Management Holding SA | 280,640 | $14.3M | 0.01% | +41,922+17.6% | Added |