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 |
|---|---|---|---|---|---|
| EJF Capital LLC | 37,400 | $1.90M | 1.10% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 37,707 | $1.91M | 0.01% | −474−1.2% | Reduced |
| Mesirow Financial Investment Management, Inc. | 38,117 | $1.94M | 0.03% | −356−0.9% | Reduced |
| Candriam Luxembourg S.C.A. | 38,597 | $1.96M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 38,895 | $1.98M | 0.00% | −220,726−85.0% | Reduced |
| Icon Advisers Inc | 39,200 | $1.99M | 0.44% | 00.0% | Unchanged |
| Artemis Investment Management LLP | 39,538 | $2.01M | 0.02% | −10,296−20.7% | Reduced |
| Teacher Retirement System of Texas | 39,814 | $2.02M | 0.01% | −93,646−70.2% | Reduced |
| Pacer Advisors, Inc. | 39,898 | $2.03M | 0.01% | +24,403+157.5% | Added |
| The PNC Financial Services Group, Inc. | 40,502 | $2.06M | 0.00% | +19,000+88.4% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,636 | $2.06M | 0.03% | −92−0.2% | Reduced |
| M&T Bank Corp | 41,056 | $2.09M | 0.01% | −2,872−6.5% | Reduced |
| L2 Asset Management, LLC | 41,101 | $2.09M | 0.30% | +29,716+261.0% | Added |
| Diversified Trust Co | 42,186 | $2.14M | 0.04% | 00.0% | Unchanged |
| EFG Asset Management (North America) Corp. | 43,486 | $2.21M | 0.29% | +4,947+12.8% | Added |
| CAPROCK Group, Inc. | 41,591 | $2.22M | 0.05% | +41,591 | New |
| British Columbia Investment Management Corp | 43,679 | $2.22M | 0.01% | −4,600−9.5% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,797 | $2.22M | 0.02% | +400+0.9% | Added |
| Bridgeway Capital Management, LLC | 43,800 | $2.22M | 0.05% | 00.0% | Unchanged |
| Holocene Advisors, LP | 44,847 | $2.28M | 0.01% | +44,847 | New |
| Mackenzie Financial Corp | 45,514 | $2.31M | 0.00% | +829+1.9% | Added |
| AXA Investment Managers S.A. | 45,584 | $2.31M | 0.01% | +45,584 | New |
| Advisory Services Network, LLC | 45,677 | $2.32M | 0.03% | +16,757+57.9% | Added |
| Tredje AP-fonden | 46,888 | $2.38M | 0.02% | +20,477+77.5% | Added |
| Prudential Financial Inc | 47,105 | $2.39M | 0.00% | +8,157+20.9% | Added |
| CI Private Wealth, LLC | 47,367 | $2.41M | 0.00% | +8,847+23.0% | Added |
| Alerus Financial NA | 47,390 | $2.41M | 0.12% | +144+0.3% | Added |
| Omers Administration Corp | 47,398 | $2.41M | 0.02% | +1,653+3.6% | Added |
| U.S. Capital Wealth Advisors, LLC | 47,704 | $2.42M | 0.07% | −2,854−5.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,916 | $2.43M | 0.02% | −1,249−2.5% | Reduced |
| Toronto Dominion Bank | 49,404 | $2.51M | 0.00% | −6,247−11.2% | Reduced |
| First National Bank of Omaha | 49,669 | $2.52M | 0.16% | −2,489−4.8% | Reduced |
| Utah Retirement Systems | 49,693 | $2.52M | 0.02% | −1,811−3.5% | Reduced |
| Kempner Capital Management Inc. | 50,505 | $2.56M | 2.13% | −44,274−46.7% | Reduced |
| KBC Group NV | 50,667 | $2.57M | 0.01% | +185+0.4% | Added |
| Cetera Investment Advisers | 50,958 | $2.59M | 0.00% | +5,418+11.9% | Added |
| Lecap Asset Management Ltd | 51,077 | $2.59M | 0.90% | +33,456+189.9% | Added |
| ExodusPoint Capital Management, LP | 52,657 | $2.67M | 0.04% | +52,657 | New |
| Ossiam | 52,873 | $2.68M | 0.03% | +52,873 | New |
| First National Advisers, LLC | 52,893 | $2.69M | 0.36% | +376+0.7% | Added |
| Entropy Technologies, LP | 53,111 | $2.70M | 0.20% | −10,745−16.8% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 53,867 | $2.74M | 0.01% | +2,410+4.7% | Added |
| Dynamic Technology Lab Private Ltd | 55,394 | $2.81M | 0.48% | +55,394 | New |
| Ameritas Investment Partners, Inc. | 56,149 | $2.85M | 0.09% | −2,855−4.8% | Reduced |
| Searle & Co. | 57,467 | $2.92M | 0.77% | 00.0% | Unchanged |
| Stephens Inc | 59,701 | $3.03M | 0.04% | −6,591−9.9% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,976 | $3.05M | 0.03% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 60,335 | $3.06M | 0.04% | −1,500−2.4% | Reduced |
| Point72 (DIFC) Ltd | 60,601 | $3.08M | 0.21% | +60,601 | New |
| New Mexico Educational Retirement Board | 61,100 | $3.10M | 0.10% | −4,400−6.7% | Reduced |
| Neuberger Berman Group LLC | 61,143 | $3.10M | 0.00% | −367,407−85.7% | Reduced |
| Macquarie Group Ltd | 62,025 | $3.15M | 0.00% | +82+0.1% | Added |
| Meridian Wealth Management, LLC | 62,891 | $3.19M | 0.12% | −302−0.5% | Reduced |
| Elo Mutual Pension Insurance Co | 63,603 | $3.23M | 0.05% | +4,217+7.1% | Added |
| New Age Alpha Advisors, LLC | 63,900 | $3.24M | 0.14% | −1,959−3.0% | Reduced |
| Levin Capital Strategies, L.P. | 64,141 | $3.26M | 0.30% | +64,141 | New |
| Dynamic Advisor Solutions LLC | 64,668 | $3.28M | 0.10% | +3,086+5.0% | Added |
| DekaBank Deutsche Girozentrale | 64,380 | $3.33M | 0.01% | 00.0% | Unchanged |
| LPL Financial LLC | 65,752 | $3.34M | 0.00% | −14,781−18.4% | Reduced |
| Natixis | 66,496 | $3.38M | 0.02% | −587,701−89.8% | Reduced |
| Ethic Inc. | 66,697 | $3.39M | 0.06% | −25,454−27.6% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 66,766 | $3.39M | 0.05% | −1,086−1.6% | Reduced |
| Wedge Capital Management L L P | 69,393 | $3.52M | 0.06% | +2,014+3.0% | Added |
| JPL Wealth Management, LLC | 69,551 | $3.53M | 0.84% | +1,006+1.5% | Added |
| La Banque Postale Asset Management SA | 72,159 | $3.66M | 0.05% | −1,217−1.7% | Reduced |
| Caisse des Depots Et Consignations | 72,198 | $3.67M | 0.16% | −37,708−34.3% | Reduced |
| BTC Capital Management, Inc. | 73,678 | $3.74M | 0.26% | +3,562+5.1% | Added |
| State of Michigan Retirement System | 74,986 | $3.81M | 0.02% | −1,800−2.3% | Reduced |
| NFC Investments, LLC | 75,300 | $3.82M | 1.11% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 76,199 | $3.87M | 0.02% | +15,910+26.4% | Added |
| Handelsbanken Fonder AB | 76,300 | $3.88M | 0.01% | 00.0% | Unchanged |
| Empowered Funds, LLC | 76,395 | $3.88M | 0.04% | +38,560+101.9% | Added |
| Swiss Life Asset Management Ltd | 76,475 | $3.88M | 0.02% | +4,350+6.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 76,875 | $3.90M | 0.02% | −1,205−1.5% | Reduced |
| Uniplan Investment Counsel, Inc. | 79,001 | $4.01M | 0.39% | +1,264+1.6% | Added |
| Edgestream Partners, L.P. | 79,203 | $4.02M | 0.12% | −89,723−53.1% | Reduced |
| Citadel Advisors LLC | 79,359 | $4.03M | 0.00% | −331,753−80.7% | Reduced |
| Gabelli Funds LLC | 79,655 | $4.04M | 0.03% | −2,602−3.2% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 81,533 | $4.14M | 0.22% | +81,533 | New |
| Louisiana State Employees Retirement System | 83,400 | $4.24M | 0.07% | −2,100−2.5% | Reduced |
| Quantinno Capital Management LP | 84,187 | $4.28M | 0.01% | +7,769+10.2% | Added |
| Xponance, Inc. | 86,011 | $4.37M | 0.03% | +1,300+1.5% | Added |
| Rockefeller Capital Management L.P. | 86,726 | $4.40M | 0.01% | +441+0.5% | Added |
| Stifel Financial Corp | 89,684 | $4.55M | 0.00% | +46,129+105.9% | Added |
| Arizona State Retirement System | 89,757 | $4.56M | 0.02% | +77+0.1% | Added |
| IFM Investors Pty Ltd | 89,385 | $4.68M | 0.04% | 00.0% | Unchanged |
| M.D. Sass Investors Services, Inc. | 93,773 | $4.76M | 0.39% | −18,650−16.6% | Reduced |
| Public Employees Retirement System of Ohio | 93,934 | $4.77M | 0.02% | −6,022−6.0% | Reduced |
| Point72 Hong Kong Ltd | 94,216 | $4.78M | 0.22% | +94,216 | New |
| Resona Asset Management Co.,Ltd. | 95,239 | $4.86M | 0.02% | −8,673−8.3% | Reduced |
| State of New Jersey Common Pension Fund D | 97,283 | $4.94M | 0.02% | 00.0% | Unchanged |
| Squarepoint Ops LLC | 97,314 | $4.94M | 0.01% | +97,314 | New |
| Yousif Capital Management, LLC | 97,885 | $4.97M | 0.05% | −9,008−8.4% | Reduced |
| Natixis Advisors, L.P. | 99,058 | $5.03M | 0.01% | +9,448+10.5% | Added |
| Teachers Retirement System of the State of Kentucky | 99,290 | $5.04M | 0.04% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 99,516 | $5.05M | 0.74% | +2,150+2.2% | Added |
| Point72 Europe (London) LLP | 99,547 | $5.05M | 0.27% | +16,447+19.8% | Added |
| Jump Financial, LLC | 100,023 | $5.08M | 0.06% | +69,506+227.8% | Added |
| New Vernon Investment Management LLC | 100,349 | $5.10M | 4.76% | 00.0% | Unchanged |
| Hudson Bay Capital Management LP | 101,706 | $5.16M | 0.03% | +16,687+19.6% | Added |