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 |
|---|---|---|---|---|---|
| Steamboat Capital Partners, LLC | 34,842 | $1.66M | 0.46% | −150,385−81.2% | Reduced |
| Lecap Asset Management Ltd | 34,905 | $1.66M | 0.66% | −16,172−31.7% | Reduced |
| Cetera Investment Advisers | 34,989 | $1.67M | 0.00% | −15,969−31.3% | Reduced |
| Pinnacle Associates Ltd | 35,095 | $1.67M | 0.02% | +7,690+28.1% | Added |
| Campbell & CO Investment Adviser LLC | 35,759 | $1.70M | 0.08% | +35,759 | New |
| JustInvest LLC | 36,212 | $1.73M | 0.02% | −470−1.3% | Reduced |
| Prudential Financial Inc | 36,539 | $1.74M | 0.00% | −10,566−22.4% | Reduced |
| OP Asset Management Ltd | 37,214 | $1.77M | 0.02% | +2,625+7.6% | Added |
| EJF Capital LLC | 37,400 | $1.78M | 1.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 37,460 | $1.78M | 0.00% | −3,042−7.5% | Reduced |
| Nissay Asset Management Corp | 37,731 | $1.80M | 0.01% | +24+0.1% | Added |
| Mackenzie Financial Corp | 38,049 | $1.83M | 0.00% | −7,465−16.4% | Reduced |
| Illinois Municipal Retirement Fund | 38,914 | $1.85M | 0.02% | −110,364−73.9% | Reduced |
| Icon Advisers Inc | 39,200 | $1.87M | 0.40% | 00.0% | Unchanged |
| Oak Thistle LLC | 39,229 | $1.87M | 0.26% | +39,229 | New |
| Legacy Wealth Management, LLC | 39,240 | $1.87M | 0.50% | +5,905+17.7% | Added |
| Dark Forest Capital Management LP | 39,446 | $1.88M | 0.09% | +39,446 | New |
| Munich Reinsurance Co Stock Corp in Munich | 39,595 | $1.90M | 0.05% | −87,050−68.7% | Reduced |
| Brevan Howard Capital Management LP | 39,963 | $1.90M | 0.04% | +15,370+62.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,297 | $1.92M | 0.02% | −3,500−8.0% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,636 | $1.94M | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 40,790 | $1.94M | 0.03% | −4,887−10.7% | Reduced |
| CAPROCK Group, Inc. | 41,285 | $1.97M | 0.04% | −306−0.7% | Reduced |
| Diversified Trust Co | 42,177 | $2.01M | 0.04% | −90.0% | Reduced |
| Quantbot Technologies LP | 42,391 | $2.02M | 0.07% | −226,246−84.2% | Reduced |
| Neuberger Berman Group LLC | 42,732 | $2.04M | 0.00% | −18,411−30.1% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 43,095 | $2.05M | 0.05% | −4,609−9.7% | Reduced |
| Bridgeway Capital Management, LLC | 43,500 | $2.07M | 0.04% | −300−0.7% | Reduced |
| M&T Bank Corp | 44,059 | $2.10M | 0.01% | +3,003+7.3% | Added |
| Caxton Associates LLP | 45,000 | $2.14M | 0.04% | +45,000 | New |
| Bank of Nova Scotia | 45,007 | $2.14M | 0.00% | +28,725+176.4% | Added |
| TD Asset Management Inc | 45,126 | $2.15M | 0.00% | +9,987+28.4% | Added |
| Pacer Advisors, Inc. | 46,021 | $2.19M | 0.01% | +6,123+15.3% | Added |
| CI Private Wealth, LLC | 46,172 | $2.20M | 0.00% | −1,195−2.5% | Reduced |
| Kempner Capital Management Inc. | 46,026 | $2.22M | 2.10% | −4,479−8.9% | Reduced |
| Tredje AP-fonden | 46,888 | $2.23M | 0.02% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 47,257 | $2.25M | 0.01% | −659−1.4% | Reduced |
| Toronto Dominion Bank | 47,964 | $2.29M | 0.00% | −1,440−2.9% | Reduced |
| LPL Financial LLC | 48,704 | $2.32M | 0.00% | −17,048−25.9% | Reduced |
| First National Bank of Omaha | 48,776 | $2.32M | 0.07% | −893−1.8% | Reduced |
| Utah Retirement Systems | 49,693 | $2.37M | 0.02% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 50,269 | $2.40M | 0.27% | +26,932+115.4% | Added |
| KBC Group NV | 50,324 | $2.40M | 0.01% | −343−0.7% | Reduced |
| Ethic Inc. | 50,603 | $2.41M | 0.04% | −16,094−24.1% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 51,408 | $2.45M | 0.02% | −8,568−14.3% | Reduced |
| Graham Capital Management, L.P. | 51,698 | $2.46M | 0.08% | +32,177+164.8% | Added |
| First National Advisers, LLC | 51,762 | $2.47M | 0.34% | −1,131−2.1% | Reduced |
| Ameritas Investment Partners, Inc. | 52,512 | $2.50M | 0.08% | −3,637−6.5% | Reduced |
| British Columbia Investment Management Corp | 53,070 | $2.53M | 0.01% | +9,391+21.5% | Added |
| JPL Wealth Management, LLC | 54,323 | $2.59M | 0.63% | −15,228−21.9% | Reduced |
| Macquarie Group Ltd | 54,937 | $2.62M | 0.01% | −7,088−11.4% | Reduced |
| Natixis | 54,989 | $2.62M | 0.01% | −11,507−17.3% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.63M | 0.00% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 56,935 | $2.71M | 0.03% | −3,400−5.6% | Reduced |
| Searle & Co. | 57,467 | $2.74M | 0.71% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 60,278 | $2.87M | 0.00% | −38,780−39.1% | Reduced |
| New Mexico Educational Retirement Board | 61,100 | $2.91M | 0.09% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 64,108 | $3.05M | 0.04% | −2,658−4.0% | Reduced |
| Meridian Wealth Management, LLC | 64,469 | $3.07M | 0.11% | +1,578+2.5% | Added |
| Dynamic Advisor Solutions LLC | 66,361 | $3.16M | 0.10% | +1,693+2.6% | Added |
| La Banque Postale Asset Management SA | 68,685 | $3.27M | 0.04% | −3,474−4.8% | Reduced |
| Cerity Partners LLC | 68,856 | $3.28M | 0.00% | +36,390+112.1% | Added |
| Kepler Cheuvreux (Suisse) SA | 69,828 | $3.33M | 0.19% | −11,705−14.4% | Reduced |
| ExodusPoint Capital Management, LP | 70,901 | $3.38M | 0.04% | +18,244+34.6% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 71,702 | $3.42M | 0.02% | −5,173−6.7% | Reduced |
| State of Michigan Retirement System | 71,786 | $3.42M | 0.02% | −3,200−4.3% | Reduced |
| BTC Capital Management, Inc. | 72,552 | $3.45M | 0.24% | −1,126−1.5% | Reduced |
| Bessemer Group Inc | 73,010 | $3.48M | 0.01% | +66,078+953.2% | Added |
| NFC Investments, LLC | 75,300 | $3.59M | 1.01% | 00.0% | Unchanged |
| Lansforsakringar Fondforvaltning AB (publ) | 76,363 | $3.64M | 0.02% | +164+0.2% | Added |
| Baird Financial Group, Inc. | 76,374 | $3.64M | 0.01% | −632,710−89.2% | Reduced |
| Louisiana State Employees Retirement System | 79,300 | $3.78M | 0.06% | −4,100−4.9% | Reduced |
| Wedge Capital Management L L P | 80,386 | $3.83M | 0.07% | +10,993+15.8% | Added |
| Swiss Life Asset Management Ltd | 80,966 | $3.86M | 0.02% | +4,491+5.9% | Added |
| Xponance, Inc. | 81,111 | $3.86M | 0.03% | −4,900−5.7% | Reduced |
| Rockefeller Capital Management L.P. | 81,192 | $3.87M | 0.01% | −5,534−6.4% | Reduced |
| Gabelli Funds LLC | 81,655 | $3.89M | 0.03% | +2,000+2.5% | Added |
| Smith Asset Management Co., LLC | 82,004 | $3.91M | 3.23% | +10,055+14.0% | Added |
| Arizona State Retirement System | 82,228 | $3.92M | 0.02% | −7,529−8.4% | Reduced |
| Quantinno Capital Management LP | 84,758 | $4.04M | 0.01% | +571+0.7% | Added |
| Eurizon Capital SGR S.p.A. | 85,128 | $4.06M | 0.01% | +85,128 | New |
| IFM Investors Pty Ltd | 85,859 | $4.09M | 0.03% | −3,526−3.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 86,771 | $4.14M | 0.02% | −8,468−8.9% | Reduced |
| Yousif Capital Management, LLC | 91,985 | $4.20M | 0.05% | −5,900−6.0% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,290 | $4.25M | 0.03% | −10,000−10.1% | Reduced |
| Public Employees Retirement System of Ohio | 90,501 | $4.31M | 0.01% | −3,433−3.7% | Reduced |
| Handelsbanken Fonder AB | 91,100 | $4.34M | 0.01% | +14,800+19.4% | Added |
| Royal Bank of Canada | 94,963 | $4.52M | 0.00% | −76,872−44.7% | Reduced |
| Great Lakes Advisors, LLC | 97,367 | $4.64M | 0.04% | −41,853−30.1% | Reduced |
| State of New Jersey Common Pension Fund D | 99,606 | $4.75M | 0.02% | +2,323+2.4% | Added |
| New Vernon Investment Management LLC | 100,349 | $4.78M | 4.66% | 00.0% | Unchanged |
| Capital Investment Counsel, LLC | 100,393 | $4.78M | 0.66% | +877+0.9% | Added |
| Police & Firemen's Retirement System of New Jersey | 100,747 | $4.80M | 0.04% | −4,037−3.9% | Reduced |
| Comerica Bank | 101,304 | $4.83M | 0.02% | −9,108−8.2% | Reduced |
| Capital International Inc | 101,901 | $4.86M | 0.04% | +101,901 | New |
| Qsemble Capital Management, LP | 103,008 | $4.91M | 0.41% | −45,764−30.8% | Reduced |
| Squarepoint Ops LLC | 108,285 | $5.16M | 0.01% | +10,971+11.3% | Added |
| Holocene Advisors, LP | 109,902 | $5.24M | 0.01% | +65,055+145.1% | Added |
| KLP Kapitalforvaltning AS | 110,000 | $5.24M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 110,440 | $5.26M | 0.08% | −21,868−16.5% | Reduced |