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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 826,042 | $39.6M | 0.02% | −63,017−7.1% | Reduced |
| Close Asset Management Ltd | 860,870 | $41.0M | 0.91% | −27,100−3.1% | Reduced |
| Rhumbline Advisers | 862,110 | $41.1M | 0.03% | −42,757−4.7% | Reduced |
| SG Americas Securities, LLC | 893,876 | $42.6M | 0.06% | +890,387+25,519.8% | Added |
| London Co of Virginia | 970,930 | $46.3M | 0.27% | −264,313−21.4% | Reduced |
| Amundi | 987,018 | $47.0M | 0.01% | +106,512+12.1% | Added |
| Ci Investments Inc. | 994,333 | $47.4M | 0.21% | −126,502−11.3% | Reduced |
| UBS Group AG | 1,008,792 | $48.1M | 0.01% | +497,180+97.2% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,023,485 | $49.2M | 0.14% | +1,023,485 | New |
| JPMorgan Chase & Co | 1,037,905 | $49.5M | 0.00% | −398,799−27.8% | Reduced |
| Citadel Advisors LLC | 1,054,060 | $50.2M | 0.03% | +974,701+1,228.2% | Added |
| AQR Capital Management LLC | 1,099,039 | $52.4M | 0.03% | −78,515−6.7% | Reduced |
| Millennium Management LLC | 1,140,335 | $54.3M | 0.04% | −362,025−24.1% | Reduced |
| Acadian Asset Management LLC | 1,182,393 | $56.3M | 0.09% | −1,428,121−54.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 1,186,627 | $56.9M | 0.09% | −711,277−37.5% | Reduced |
| Ameriprise Financial Inc | 1,199,766 | $57.2M | 0.01% | +70,436+6.2% | Added |
| Algebris (UK) Ltd | 1,293,939 | $61.7M | 4.89% | +581,479+81.6% | Added |
| TCW Group Inc | 1,309,862 | $62.4M | 0.45% | +461,613+54.4% | Added |
| Robeco Institutional Asset Management B.V. | 1,331,610 | $63.5M | 0.09% | −578,166−30.3% | Reduced |
| Legal & General Group Plc | 1,429,491 | $68.1M | 0.02% | −99,419−6.5% | Reduced |
| D. E. Shaw & Co., Inc. | 1,619,702 | $77.2M | 0.06% | +699,778+76.1% | Added |
| Goldman Sachs Group Inc | 1,840,705 | $87.7M | 0.01% | −511,060−21.7% | Reduced |
| Nuveen, LLC | 1,849,984 | $88.2M | 0.02% | −128,718−6.5% | Reduced |
| UBS Asset Management Americas Inc | 1,895,889 | $90.3M | 0.02% | −99,016−5.0% | Reduced |
| Woodline Partners LP | 1,904,440 | $90.7M | 0.35% | +1,904,440 | New |
| Charles Schwab Investment Management Inc | 1,993,319 | $95.0M | 0.01% | −63,891−3.1% | Reduced |
| Principal Financial Group Inc | 2,059,390 | $98.1M | 0.05% | −71,643−3.4% | Reduced |
| Federated Hermes, Inc. | 2,127,323 | $101.4M | 0.17% | −41,767−1.9% | Reduced |
| First Trust Advisors LP | 2,128,146 | $101.4M | 0.07% | −257,355−10.8% | Reduced |
| Bank of Montreal | 2,424,823 | $116.6M | 0.05% | +2,394,721+7,955.4% | Added |
| FMR LLC | 2,846,087 | $135.6M | 0.01% | −18,605−0.6% | Reduced |
| Bank of New York Mellon Corp | 2,943,674 | $140.3M | 0.02% | −46,106−1.5% | Reduced |
| Morgan Stanley | 3,250,299 | $154.9M | 0.01% | −765,714−19.1% | Reduced |
| Dimensional Fund Advisors LP | 3,427,096 | $163.3M | 0.03% | −207,458−5.7% | Reduced |
| Boston Partners | 3,554,613 | $169.4M | 0.18% | −82,801−2.3% | Reduced |
| Northern Trust Corp | 3,880,069 | $184.9M | 0.02% | −174,852−4.3% | Reduced |
| Nordea Investment Management AB | 3,967,985 | $189.9M | 0.16% | −14,805−0.4% | Reduced |
| Conifer Management, L.L.C. | 4,200,000 | $200.1M | 33.16% | 00.0% | Unchanged |
| Diamond Hill Capital Management Inc | 4,294,644 | $204.6M | 1.05% | +2,294,902+114.8% | Added |
| Pzena Investment Management LLC | 4,325,348 | $206.1M | 0.62% | +28,340+0.7% | Added |
| Invesco Ltd. | 4,592,408 | $218.8M | 0.02% | −117,915−2.5% | Reduced |
| Massachusetts Financial Services Co | 4,822,908 | $229.8M | 0.07% | +193,640+4.2% | Added |
| Thornburg Investment Management Inc | 4,889,730 | $233.0M | 2.94% | +22,087+0.5% | Added |
| Geode Capital Management, LLC | 6,355,758 | $307.4M | 0.02% | −25,616−0.4% | Reduced |
| Wellington Management Group LLP | 8,304,643 | $395.7M | 0.07% | −4,080,920−32.9% | Reduced |
| Norges Bank | 11,563,370 | $551.0M | 0.06% | +11,563,370 | New |
| State Street Corp | 12,233,267 | $582.9M | 0.02% | −37,362−0.3% | Reduced |
| Capital International Investors | 13,545,628 | $645.4M | 0.10% | +2,532,791+23.0% | Added |
| Price T Rowe Associates Inc | 17,258,124 | $822.4M | 0.09% | +1,132,861+7.0% | Added |
| Canada Pension Plan Investment Board | 19,284,053 | $918.9M | 0.61% | +1,775,936+10.1% | Added |
| BlackRock, Inc. | 27,315,739 | $1.30B | 0.02% | −1,666,529−5.8% | Reduced |
| Vanguard Group Inc | 30,633,125 | $1.46B | 0.02% | −1,495,785−4.7% | Reduced |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,161,882−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −1,042,693−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −432,220−100.0% | Sold out |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −170,000−100.0% | Sold out |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −131,861−100.0% | Sold out |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −126,451−100.0% | Sold out |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −119,920−100.0% | Sold out |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −107,591−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −101,706−100.0% | Sold out |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −93,773−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −79,203−100.0% | Sold out |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −79,001−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −76,395−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −63,900−100.0% | Sold out |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −63,603−100.0% | Sold out |
| Stephens Inc | 0 | $0 | 0.00% | −59,701−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −53,111−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −52,873−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −39,538−100.0% | Sold out |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −33,223−100.0% | Sold out |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −33,168−100.0% | Sold out |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,024−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −24,932−100.0% | Sold out |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −22,704−100.0% | Sold out |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −19,750−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −19,122−100.0% | Sold out |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,352−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,525−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,093−100.0% | Sold out |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −13,577−100.0% | Sold out |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −11,293−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −10,983−100.0% | Sold out |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −10,784−100.0% | Sold out |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −10,314−100.0% | Sold out |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −9,594−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −9,500−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,042−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,544−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,485−100.0% | Sold out |
| Blair William & Co | 0 | $0 | 0.00% | −5,937−100.0% | Sold out |
| Commerce Bank | 0 | $0 | 0.00% | −5,311−100.0% | Sold out |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −4,890−100.0% | Sold out |
| Wedmont Private Capital | 0 | $0 | 0.00% | −4,708−100.0% | Sold out |
| PDS Planning, Inc | 0 | $0 | 0.00% | −4,703−100.0% | Sold out |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −4,696−100.0% | Sold out |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −4,608−100.0% | Sold out |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,355−100.0% | Sold out |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −4,295−100.0% | Sold out |