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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 111,134 | $5.30M | 0.01% | +5,166+4.9% | Added |
| Sciencast Management LP | 113,185 | $5.39M | 0.75% | +101,832+897.0% | Added |
| Susquehanna International Group, LLP | 115,641 | $5.51M | 0.01% | −12,124−9.5% | Reduced |
| Stifel Financial Corp | 116,196 | $5.54M | 0.00% | +26,512+29.6% | Added |
| State of Tennessee, Treasury Department | 119,346 | $5.54M | 0.02% | −5,112−4.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 116,285 | $5.54M | 0.03% | +1,585+1.4% | Added |
| Thrivent Financial for Lutherans | 117,755 | $5.61M | 0.01% | −4,816−3.9% | Reduced |
| Nomura Asset Management Co Ltd | 118,527 | $5.65M | 0.01% | −68,614−36.7% | Reduced |
| Mutual of America Capital Management LLC | 119,248 | $5.68M | 0.06% | −19,086−13.8% | Reduced |
| Benson Investment Management Company, Inc. | 120,375 | $5.74M | 2.00% | +16,133+15.5% | Added |
| Vident Advisory, LLC | 120,655 | $5.75M | 0.05% | +16,655+16.0% | Added |
| Kendall Capital Management | 120,705 | $5.75M | 1.20% | −3,534−2.8% | Reduced |
| Asset Management One Co.,Ltd. | 120,768 | $5.84M | 0.02% | −30,822−20.3% | Reduced |
| APG Asset Management N.V. | 147,174 | $5.97M | 0.02% | −14,926−9.2% | Reduced |
| Treasurer of the State of North Carolina | 125,979 | $6.00M | 0.02% | −9,212−6.8% | Reduced |
| Royal London Asset Management Ltd | 130,261 | $6.21M | 0.01% | +1,392+1.1% | Added |
| New York State Teachers Retirement System | 132,325 | $6.30M | 0.01% | −52,071−28.2% | Reduced |
| Caisse des Depots Et Consignations | 134,238 | $6.40M | 0.15% | +62,040+85.9% | Added |
| Amalgamated Bank | 139,338 | $6.64M | 0.05% | −6,640−4.5% | Reduced |
| Jessup Wealth Management, Inc | 143,071 | $6.82M | 2.25% | +17,023+13.5% | Added |
| Freestone Grove Partners LP | 143,634 | $6.84M | 0.05% | −377,099−72.4% | Reduced |
| Intech Investment Management LLC | 146,829 | $7.00M | 0.06% | +110,235+301.2% | Added |
| MetLife Investment Management | 154,738 | $7.37M | 0.04% | −13,474−8.0% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 155,305 | $7.40M | 0.03% | −11,067−6.7% | Reduced |
| EFG International AG | 158,290 | $7.54M | 0.15% | +158,290 | New |
| Victory Capital Management Inc | 161,633 | $7.70M | 0.00% | −185,302−53.4% | Reduced |
| Danske Bank A/S | 163,761 | $7.80M | 0.02% | +12,700+8.4% | Added |
| Standard Life Aberdeen plc | 171,720 | $8.18M | 0.01% | +220+0.1% | Added |
| State of Wisconsin Investment Board | 174,022 | $8.29M | 0.02% | −28,365−14.0% | Reduced |
| Foster & Motley Inc | 177,366 | $8.45M | 0.45% | −5,971−3.3% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 184,263 | $8.78M | 0.02% | +184,263 | New |
| Basswood Capital Management, L.L.C. | 185,284 | $8.83M | 0.39% | −78,905−29.9% | Reduced |
| Brandywine Global Investment Management, LLC | 197,088 | $9.39M | 0.06% | −3,698−1.8% | Reduced |
| Forsta Ap-Fonden | 202,000 | $9.63M | 0.06% | −400−0.2% | Reduced |
| Capitolis Liquid Global Markets LLC | 208,000 | $9.91M | 0.06% | +208,000 | New |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 218,990 | $10.5M | 0.02% | +7,037+3.3% | Added |
| LSV Asset Management | 222,300 | $10.6M | 0.02% | −9,800−4.2% | Reduced |
| HRT Financial LP | 224,691 | $10.7M | 0.03% | −139,258−38.3% | Reduced |
| CBOE Vest Financial, LLC | 236,225 | $11.3M | 0.14% | +14,487+6.5% | Added |
| Great West Life Assurance Co | 240,327 | $11.5M | 0.02% | −130,311−35.2% | Reduced |
| BNP Paribas Arbitrage, SA | 240,549 | $11.5M | 0.01% | −197,363−45.1% | Reduced |
| Korea Investment CORP | 244,291 | $11.6M | 0.02% | −55,100−18.4% | Reduced |
| Los Angeles Capital Management LLC | 242,797 | $11.7M | 0.04% | −674,155−73.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 247,869 | $11.8M | 0.07% | −49,934−16.8% | Reduced |
| Russell Investments Group, Ltd. | 248,271 | $11.9M | 0.01% | +34,520+16.1% | Added |
| Aviva PLC | 255,309 | $12.2M | 0.02% | +12,667+5.2% | Added |
| Tudor Investment Corp Et Al | 258,692 | $12.3M | 0.07% | +254,095+5,527.4% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 265,000 | $12.6M | 0.51% | +78,100+41.8% | Added |
| Pictet Asset Management Holding SA | 270,263 | $12.9M | 0.01% | −10,377−3.7% | Reduced |
| Voya Investment Management LLC | 279,467 | $13.3M | 0.01% | −27,107−8.8% | Reduced |
| Alliancebernstein L.P. | 282,432 | $13.5M | 0.00% | −11,922−4.1% | Reduced |
| State Board of Administration of Florida Retirement System | 283,673 | $13.5M | 0.02% | −39,694−12.3% | Reduced |
| Envestnet Asset Management Inc | 292,893 | $14.0M | 0.00% | −93,440−24.2% | Reduced |
| Brown Advisory Inc | 295,415 | $14.1M | 0.02% | −22,169−7.0% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 298,754 | $14.2M | 0.02% | +91,037+43.8% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 300,699 | $14.3M | 0.03% | −130,161−30.2% | Reduced |
| Community Trust & Investment Co | 301,383 | $14.4M | 0.76% | +1,225+0.4% | Added |
| Point72 Asset Management, L.P. | 312,584 | $14.9M | 0.02% | +112,284+56.1% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 311,976 | $15.0M | 0.01% | +36,135+13.1% | Added |
| South Dakota Investment Council | 319,156 | $15.2M | 0.29% | +12,829+4.2% | Added |
| Prana Capital Management, LP | 323,978 | $15.4M | 0.56% | +114,209+54.4% | Added |
| Engineers Gate Manager LP | 331,539 | $15.8M | 0.19% | +114,807+53.0% | Added |
| New York State Common Retirement Fund | 337,009 | $16.1M | 0.02% | −2,088−0.6% | Reduced |
| Retirement Systems of Alabama | 343,885 | $16.4M | 0.05% | −18,273−5.0% | Reduced |
| Allianz Asset Management GmbH | 346,550 | $16.5M | 0.02% | +69,227+25.0% | Added |
| Man Group plc | 347,640 | $16.6M | 0.03% | +83,979+31.9% | Added |
| Four Tree Island Advisory LLC | 361,579 | $17.2M | 9.51% | +3,110+0.9% | Added |
| American Century Companies Inc | 380,336 | $18.1M | 0.01% | −324,264−46.0% | Reduced |
| Tocqueville Asset Management L.P. | 385,757 | $18.4M | 0.27% | +13,009+3.5% | Added |
| Jane Street Group, LLC | 387,593 | $18.5M | 0.02% | −200,514−34.1% | Reduced |
| Citigroup Inc | 398,576 | $19.0M | 0.01% | +1,656+0.4% | Added |
| HG Vora Capital Management, LLC | 400,000 | $19.1M | 7.20% | −400,000−50.0% | Reduced |
| Raymond James Financial Inc | 423,045 | $20.2M | 0.01% | −162,030−27.7% | Reduced |
| California Public Employees Retirement System | 430,113 | $20.5M | 0.01% | −169,315−28.2% | Reduced |
| DnB Asset Management AS | 443,926 | $21.2M | 0.07% | −135,421−23.4% | Reduced |
| Worldquant Millennium Advisors LLC | 457,640 | $21.8M | 0.08% | +288,034+169.8% | Added |
| Franklin Resources Inc | 469,608 | $22.4M | 0.01% | +760+0.2% | Added |
| T. Rowe Price Investment Management, Inc. | 473,741 | $22.6M | 0.01% | −14,401−3.0% | Reduced |
| Jain Global LLC | 494,548 | $23.6M | 0.23% | +494,548 | New |
| Swedbank AB | 509,896 | $24.3M | 0.02% | −212,791−29.4% | Reduced |
| Barclays PLC | 523,267 | $24.9M | 0.01% | −9,566−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 522,730 | $25.1M | 0.02% | −91,453−14.9% | Reduced |
| Advent International Corp | 534,510 | $25.5M | 0.53% | +4,910+0.9% | Added |
| California State Teachers Retirement System | 542,597 | $25.9M | 0.03% | −8,207−1.5% | Reduced |
| Bridgewater Associates, LP | 546,241 | $26.0M | 0.09% | −3,710−0.7% | Reduced |
| National Pension Service | 558,782 | $26.6M | 0.02% | +58,354+11.7% | Added |
| SEI Investments Co | 573,978 | $27.4M | 0.03% | +17,604+3.2% | Added |
| Wells Fargo & Company | 578,336 | $27.6M | 0.01% | −83,351−12.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 615,489 | $29.3M | 0.06% | +24,848+4.2% | Added |
| AustralianSuper Pty Ltd | 639,240 | $30.5M | 0.14% | −70,720−10.0% | Reduced |
| Ensign Peak Advisors, Inc | 651,388 | $31.0M | 0.05% | −360,633−35.6% | Reduced |
| Qube Research & Technologies Ltd | 668,146 | $31.8M | 0.05% | +668,146 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 674,293 | $32.1M | 0.02% | −38,115−5.4% | Reduced |
| Bruni J V & Co | 675,207 | $32.2M | 3.16% | +542+0.1% | Added |
| Fiera Capital Corp | 683,700 | $32.6M | 0.10% | +164,028+31.6% | Added |
| Storebrand Asset Management AS | 685,298 | $32.7M | 0.09% | −62,741−8.4% | Reduced |
| Lazard Asset Management LLC | 720,578 | $34.3M | 0.06% | +176,489+32.4% | Added |
| Bank of America Corp | 767,755 | $36.6M | 0.00% | −125,394−14.0% | Reduced |
| Deutsche Bank AG | 788,513 | $37.6M | 0.01% | +75,871+10.6% | Added |
| Swiss National Bank | 820,800 | $39.1M | 0.02% | −55,200−6.3% | Reduced |