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, Q4 2025
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 552
- 0 vs. Q3 2025
- Shares held
- 280.2M
- +7.43M (+2.7%) vs. Q3 2025
- Total value
- $13.4B
- −$499.9M (−3.6%) vs. Q3 2025
- New holders
- 75
- 157 more added
- Sold out
- 75
- 255 more reduced
11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 30,633,125 | $1.46B | 0.02% | −1,495,785−4.7% | Reduced |
| BlackRock, Inc. | 27,315,739 | $1.30B | 0.02% | −1,666,529−5.8% | Reduced |
| Canada Pension Plan Investment Board | 19,284,053 | $918.9M | 0.61% | +1,775,936+10.1% | Added |
| Price T Rowe Associates Inc | 17,258,124 | $822.4M | 0.09% | +1,132,861+7.0% | Added |
| Capital International Investors | 13,545,628 | $645.4M | 0.10% | +2,532,791+23.0% | Added |
| State Street Corp | 12,233,267 | $582.9M | 0.02% | −37,362−0.3% | Reduced |
| Norges Bank | 11,563,370 | $551.0M | 0.06% | +11,563,370 | New |
| Wellington Management Group LLP | 8,304,643 | $395.7M | 0.07% | −4,080,920−32.9% | Reduced |
| Geode Capital Management, LLC | 6,355,758 | $307.4M | 0.02% | −25,616−0.4% | Reduced |
| Thornburg Investment Management Inc | 4,889,730 | $233.0M | 2.94% | +22,087+0.5% | Added |
| Massachusetts Financial Services Co | 4,822,908 | $229.8M | 0.07% | +193,640+4.2% | Added |
| Invesco Ltd. | 4,592,408 | $218.8M | 0.02% | −117,915−2.5% | Reduced |
| Pzena Investment Management LLC | 4,325,348 | $206.1M | 0.62% | +28,340+0.7% | Added |
| Diamond Hill Capital Management Inc | 4,294,644 | $204.6M | 1.05% | +2,294,902+114.8% | Added |
| Conifer Management, L.L.C. | 4,200,000 | $200.1M | 33.16% | 00.0% | Unchanged |
| Nordea Investment Management AB | 3,967,985 | $189.9M | 0.16% | −14,805−0.4% | Reduced |
| Northern Trust Corp | 3,880,069 | $184.9M | 0.02% | −174,852−4.3% | Reduced |
| Boston Partners | 3,554,613 | $169.4M | 0.18% | −82,801−2.3% | Reduced |
| Dimensional Fund Advisors LP | 3,427,096 | $163.3M | 0.03% | −207,458−5.7% | Reduced |
| Morgan Stanley | 3,250,299 | $154.9M | 0.01% | −765,714−19.1% | Reduced |
| Bank of New York Mellon Corp | 2,943,674 | $140.3M | 0.02% | −46,106−1.5% | Reduced |
| FMR LLC | 2,846,087 | $135.6M | 0.01% | −18,605−0.6% | Reduced |
| Bank of Montreal | 2,424,823 | $116.6M | 0.05% | +2,394,721+7,955.4% | Added |
| First Trust Advisors LP | 2,128,146 | $101.4M | 0.07% | −257,355−10.8% | Reduced |
| Federated Hermes, Inc. | 2,127,323 | $101.4M | 0.17% | −41,767−1.9% | Reduced |
| Principal Financial Group Inc | 2,059,390 | $98.1M | 0.05% | −71,643−3.4% | Reduced |
| Charles Schwab Investment Management Inc | 1,993,319 | $95.0M | 0.01% | −63,891−3.1% | Reduced |
| Woodline Partners LP | 1,904,440 | $90.7M | 0.35% | +1,904,440 | New |
| UBS Asset Management Americas Inc | 1,895,889 | $90.3M | 0.02% | −99,016−5.0% | Reduced |
| Nuveen, LLC | 1,849,984 | $88.2M | 0.02% | −128,718−6.5% | Reduced |
| Goldman Sachs Group Inc | 1,840,705 | $87.7M | 0.01% | −511,060−21.7% | Reduced |
| D. E. Shaw & Co., Inc. | 1,619,702 | $77.2M | 0.06% | +699,778+76.1% | Added |
| Legal & General Group Plc | 1,429,491 | $68.1M | 0.02% | −99,419−6.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 1,331,610 | $63.5M | 0.09% | −578,166−30.3% | Reduced |
| TCW Group Inc | 1,309,862 | $62.4M | 0.45% | +461,613+54.4% | Added |
| Algebris (UK) Ltd | 1,293,939 | $61.7M | 4.89% | +581,479+81.6% | Added |
| Ameriprise Financial Inc | 1,199,766 | $57.2M | 0.01% | +70,436+6.2% | Added |
| Allspring Global Investments Holdings, LLC | 1,186,627 | $56.9M | 0.09% | −711,277−37.5% | Reduced |
| Acadian Asset Management LLC | 1,182,393 | $56.3M | 0.09% | −1,428,121−54.7% | Reduced |
| Millennium Management LLC | 1,140,335 | $54.3M | 0.04% | −362,025−24.1% | Reduced |
| AQR Capital Management LLC | 1,099,039 | $52.4M | 0.03% | −78,515−6.7% | Reduced |
| Citadel Advisors LLC | 1,054,060 | $50.2M | 0.03% | +974,701+1,228.2% | Added |
| JPMorgan Chase & Co | 1,037,905 | $49.5M | 0.00% | −398,799−27.8% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,023,485 | $49.2M | 0.14% | +1,023,485 | New |
| UBS Group AG | 1,008,792 | $48.1M | 0.01% | +497,180+97.2% | Added |
| Ci Investments Inc. | 994,333 | $47.4M | 0.21% | −126,502−11.3% | Reduced |
| Amundi | 987,018 | $47.0M | 0.01% | +106,512+12.1% | Added |
| London Co of Virginia | 970,930 | $46.3M | 0.27% | −264,313−21.4% | Reduced |
| SG Americas Securities, LLC | 893,876 | $42.6M | 0.06% | +890,387+25,519.8% | Added |
| Rhumbline Advisers | 862,110 | $41.1M | 0.03% | −42,757−4.7% | Reduced |
| Close Asset Management Ltd | 860,870 | $41.0M | 0.91% | −27,100−3.1% | Reduced |
| HSBC Holdings PLC | 826,042 | $39.6M | 0.02% | −63,017−7.1% | Reduced |
| Swiss National Bank | 820,800 | $39.1M | 0.02% | −55,200−6.3% | Reduced |
| Deutsche Bank AG | 788,513 | $37.6M | 0.01% | +75,871+10.6% | Added |
| Bank of America Corp | 767,755 | $36.6M | 0.00% | −125,394−14.0% | Reduced |
| Lazard Asset Management LLC | 720,578 | $34.3M | 0.06% | +176,489+32.4% | Added |
| Storebrand Asset Management AS | 685,298 | $32.7M | 0.09% | −62,741−8.4% | Reduced |
| Fiera Capital Corp | 683,700 | $32.6M | 0.10% | +164,028+31.6% | Added |
| Bruni J V & Co | 675,207 | $32.2M | 3.16% | +542+0.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 674,293 | $32.1M | 0.02% | −38,115−5.4% | Reduced |
| Qube Research & Technologies Ltd | 668,146 | $31.8M | 0.05% | +668,146 | New |
| Ensign Peak Advisors, Inc | 651,388 | $31.0M | 0.05% | −360,633−35.6% | Reduced |
| AustralianSuper Pty Ltd | 639,240 | $30.5M | 0.14% | −70,720−10.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 615,489 | $29.3M | 0.06% | +24,848+4.2% | Added |
| Wells Fargo & Company | 578,336 | $27.6M | 0.01% | −83,351−12.6% | Reduced |
| SEI Investments Co | 573,978 | $27.4M | 0.03% | +17,604+3.2% | Added |
| National Pension Service | 558,782 | $26.6M | 0.02% | +58,354+11.7% | Added |
| Bridgewater Associates, LP | 546,241 | $26.0M | 0.09% | −3,710−0.7% | Reduced |
| California State Teachers Retirement System | 542,597 | $25.9M | 0.03% | −8,207−1.5% | Reduced |
| Advent International Corp | 534,510 | $25.5M | 0.53% | +4,910+0.9% | Added |
| Manufacturers Life Insurance Company, The | 522,730 | $25.1M | 0.02% | −91,453−14.9% | Reduced |
| Barclays PLC | 523,267 | $24.9M | 0.01% | −9,566−1.8% | Reduced |
| Swedbank AB | 509,896 | $24.3M | 0.02% | −212,791−29.4% | Reduced |
| Jain Global LLC | 494,548 | $23.6M | 0.23% | +494,548 | New |
| T. Rowe Price Investment Management, Inc. | 473,741 | $22.6M | 0.01% | −14,401−3.0% | Reduced |
| Franklin Resources Inc | 469,608 | $22.4M | 0.01% | +760+0.2% | Added |
| Worldquant Millennium Advisors LLC | 457,640 | $21.8M | 0.08% | +288,034+169.8% | Added |
| DnB Asset Management AS | 443,926 | $21.2M | 0.07% | −135,421−23.4% | Reduced |
| California Public Employees Retirement System | 430,113 | $20.5M | 0.01% | −169,315−28.2% | Reduced |
| Raymond James Financial Inc | 423,045 | $20.2M | 0.01% | −162,030−27.7% | Reduced |
| HG Vora Capital Management, LLC | 400,000 | $19.1M | 7.20% | −400,000−50.0% | Reduced |
| Citigroup Inc | 398,576 | $19.0M | 0.01% | +1,656+0.4% | Added |
| Jane Street Group, LLC | 387,593 | $18.5M | 0.02% | −200,514−34.1% | Reduced |
| Tocqueville Asset Management L.P. | 385,757 | $18.4M | 0.27% | +13,009+3.5% | Added |
| American Century Companies Inc | 380,336 | $18.1M | 0.01% | −324,264−46.0% | Reduced |
| Four Tree Island Advisory LLC | 361,579 | $17.2M | 9.51% | +3,110+0.9% | Added |
| Man Group plc | 347,640 | $16.6M | 0.03% | +83,979+31.9% | Added |
| Allianz Asset Management GmbH | 346,550 | $16.5M | 0.02% | +69,227+25.0% | Added |
| Retirement Systems of Alabama | 343,885 | $16.4M | 0.05% | −18,273−5.0% | Reduced |
| New York State Common Retirement Fund | 337,009 | $16.1M | 0.02% | −2,088−0.6% | Reduced |
| Engineers Gate Manager LP | 331,539 | $15.8M | 0.19% | +114,807+53.0% | Added |
| Prana Capital Management, LP | 323,978 | $15.4M | 0.56% | +114,209+54.4% | Added |
| South Dakota Investment Council | 319,156 | $15.2M | 0.29% | +12,829+4.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,976 | $15.0M | 0.01% | +36,135+13.1% | Added |
| Point72 Asset Management, L.P. | 312,584 | $14.9M | 0.02% | +112,284+56.1% | Added |
| Community Trust & Investment Co | 301,383 | $14.4M | 0.76% | +1,225+0.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 300,699 | $14.3M | 0.03% | −130,161−30.2% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 298,754 | $14.2M | 0.02% | +91,037+43.8% | Added |
| Brown Advisory Inc | 295,415 | $14.1M | 0.02% | −22,169−7.0% | Reduced |
| Envestnet Asset Management Inc | 292,893 | $14.0M | 0.00% | −93,440−24.2% | Reduced |