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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 599,428 | $30.4M | 0.02% | +4,479+0.8% | Added |
| Manufacturers Life Insurance Company, The | 614,183 | $31.2M | 0.03% | −41,559−6.3% | Reduced |
| Wells Fargo & Company | 661,687 | $33.6M | 0.01% | −5,964−0.9% | Reduced |
| Bruni J V & Co | 674,665 | $34.3M | 3.46% | +2710.0% | Added |
| American Century Companies Inc | 704,600 | $35.8M | 0.02% | +127,063+22.0% | Added |
| Baird Financial Group, Inc. | 709,084 | $36.0M | 0.06% | −183,583−20.6% | Reduced |
| AustralianSuper Pty Ltd | 709,960 | $36.1M | 0.17% | −173,585−19.6% | Reduced |
| Algebris (UK) Ltd | 712,460 | $36.2M | 4.09% | +158,488+28.6% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,408 | $36.2M | 0.02% | +5,090+0.7% | Added |
| Deutsche Bank AG | 712,642 | $36.2M | 0.01% | −102,789−12.6% | Reduced |
| Swedbank AB | 722,687 | $36.7M | 0.04% | +849+0.1% | Added |
| Storebrand Asset Management AS | 748,039 | $38.0M | 0.10% | +1,505+0.2% | Added |
| HG Vora Capital Management, LLC | 800,000 | $40.6M | 5.50% | +800,000 | New |
| TCW Group Inc | 848,249 | $43.1M | 0.36% | +188,217+28.5% | Added |
| Swiss National Bank | 876,000 | $44.5M | 0.03% | −52,800−5.7% | Reduced |
| Amundi | 880,506 | $44.8M | 0.01% | −1,339,104−60.3% | Reduced |
| Close Asset Management Ltd | 887,970 | $45.1M | 1.00% | +887,970 | New |
| HSBC Holdings PLC | 889,059 | $45.3M | 0.03% | −113,900−11.4% | Reduced |
| Bank of America Corp | 893,149 | $45.4M | 0.00% | −51,223−5.4% | Reduced |
| Rhumbline Advisers | 904,867 | $45.9M | 0.04% | −31,149−3.3% | Reduced |
| Los Angeles Capital Management LLC | 916,952 | $46.6M | 0.16% | −142,967−13.5% | Reduced |
| D. E. Shaw & Co., Inc. | 919,924 | $46.7M | 0.04% | +885,332+2,559.4% | Added |
| Ensign Peak Advisors, Inc | 1,012,021 | $51.4M | 0.08% | +5,283+0.5% | Added |
| Callodine Capital Management, LP | 1,042,693 | $52.9M | 4.64% | +302,850+40.9% | Added |
| Ci Investments Inc. | 1,120,835 | $56.9M | 0.21% | −54,895−4.7% | Reduced |
| Ameriprise Financial Inc | 1,129,330 | $57.3M | 0.01% | +224,244+24.8% | Added |
| Marshall Wace, LLP | 1,161,882 | $59.0M | 0.06% | −1,105,045−48.7% | Reduced |
| AQR Capital Management LLC | 1,177,554 | $59.8M | 0.04% | −38,727−3.2% | Reduced |
| London Co of Virginia | 1,235,243 | $62.7M | 0.35% | +1,206,122+4,141.8% | Added |
| JPMorgan Chase & Co | 1,436,704 | $73.0M | 0.00% | +683,595+90.8% | Added |
| Millennium Management LLC | 1,502,360 | $76.3M | 0.06% | +1,158,890+337.4% | Added |
| Legal & General Group Plc | 1,528,910 | $77.6M | 0.02% | −35,507−2.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,897,904 | $93.5M | 0.15% | −67,853−3.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,909,776 | $97.0M | 0.14% | −256,937−11.9% | Reduced |
| Nuveen, LLC | 1,978,702 | $100.5M | 0.03% | +115,379+6.2% | Added |
| UBS Asset Management Americas Inc | 1,994,905 | $101.3M | 0.02% | −1,055,703−34.6% | Reduced |
| Diamond Hill Capital Management Inc | 1,999,742 | $101.5M | 0.48% | +1,999,742 | New |
| Charles Schwab Investment Management Inc | 2,057,210 | $104.5M | 0.02% | −32,227−1.5% | Reduced |
| Principal Financial Group Inc | 2,131,033 | $108.2M | 0.05% | −180,219−7.8% | Reduced |
| Federated Hermes, Inc. | 2,169,090 | $110.1M | 0.19% | −69,297−3.1% | Reduced |
| Goldman Sachs Group Inc | 2,351,765 | $119.4M | 0.02% | −1,066,406−31.2% | Reduced |
| First Trust Advisors LP | 2,385,501 | $121.1M | 0.09% | −401,077−14.4% | Reduced |
| Acadian Asset Management LLC | 2,610,514 | $132.5M | 0.23% | −2,592,861−49.8% | Reduced |
| FMR LLC | 2,864,692 | $145.5M | 0.01% | −81,633−2.8% | Reduced |
| Bank of New York Mellon Corp | 2,989,780 | $151.8M | 0.03% | −22,518−0.7% | Reduced |
| Dimensional Fund Advisors LP | 3,634,554 | $184.6M | 0.04% | −366,602−9.2% | Reduced |
| Boston Partners | 3,637,414 | $184.7M | 0.19% | +72,267+2.0% | Added |
| Morgan Stanley | 4,016,013 | $203.9M | 0.01% | −187,638−4.5% | Reduced |
| Nordea Investment Management AB | 3,982,790 | $204.7M | 0.18% | −3,056−0.1% | Reduced |
| Northern Trust Corp | 4,054,921 | $205.9M | 0.03% | −288,264−6.6% | Reduced |
| Conifer Management, L.L.C. | 4,200,000 | $213.3M | 33.80% | −800,000−16.0% | Reduced |
| Pzena Investment Management LLC | 4,297,008 | $218.2M | 0.71% | +55,798+1.3% | Added |
| Massachusetts Financial Services Co | 4,629,268 | $235.1M | 0.07% | −868,823−15.8% | Reduced |
| Invesco Ltd. | 4,710,323 | $239.2M | 0.04% | −2,062,901−30.5% | Reduced |
| Thornburg Investment Management Inc | 4,867,643 | $247.2M | 3.22% | +12,370+0.3% | Added |
| Geode Capital Management, LLC | 6,381,374 | $328.1M | 0.02% | −1,047,245−14.1% | Reduced |
| Capital International Investors | 11,012,837 | $559.2M | 0.09% | +3,645,301+49.5% | Added |
| State Street Corp | 12,270,629 | $623.1M | 0.02% | −59,689−0.5% | Reduced |
| Wellington Management Group LLP | 12,385,563 | $628.9M | 0.11% | −444,074−3.5% | Reduced |
| Price T Rowe Associates Inc | 16,125,263 | $818.8M | 0.09% | −636,708−3.8% | Reduced |
| Canada Pension Plan Investment Board | 17,508,117 | $889.1M | 0.62% | −108,554−0.6% | Reduced |
| BlackRock, Inc. | 28,982,268 | $1.47B | 0.03% | −760,670−2.6% | Reduced |
| Vanguard Group Inc | 32,128,910 | $1.63B | 0.02% | −1,702,001−5.0% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −806,464−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −509,645−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −486,260−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −291,126−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −156,081−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −137,452−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −96,455−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −74,029−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −50,389−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −46,435−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −38,204−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −34,080−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −33,918−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,388−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −29,641−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −26,775−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −23,288−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −22,949−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,537−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −14,603−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −14,185−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −14,115−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −11,095−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,823−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −9,373−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −8,303−100.0% | Sold out |