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
- +1 vs. Q3 2025
- Shares held
- 280.2M
- +7.43M (+2.7%) vs. Q3 2025
- Total value
- $13.4B
- −$499.6M (−3.6%) vs. Q3 2025
- New holders
- 75
- 157 more added
- Sold out
- 74
- 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 |
|---|---|---|---|---|---|
| State Board of Administration of Florida Retirement System | 283,673 | $13.5M | 0.02% | −39,694−12.3% | Reduced |
| Alliancebernstein L.P. | 282,432 | $13.5M | 0.00% | −11,922−4.1% | Reduced |
| Voya Investment Management LLC | 279,467 | $13.3M | 0.01% | −27,107−8.8% | Reduced |
| Pictet Asset Management Holding SA | 270,263 | $12.9M | 0.01% | −10,377−3.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 265,000 | $12.6M | 0.51% | +78,100+41.8% | Added |
| Tudor Investment Corp Et Al | 258,692 | $12.3M | 0.07% | +254,095+5,527.4% | Added |
| Aviva PLC | 255,309 | $12.2M | 0.02% | +12,667+5.2% | Added |
| Russell Investments Group, Ltd. | 248,271 | $11.9M | 0.01% | +34,520+16.1% | Added |
| O'Shaughnessy Asset Management, LLC | 247,869 | $11.8M | 0.07% | −49,934−16.8% | Reduced |
| Los Angeles Capital Management LLC | 242,797 | $11.7M | 0.04% | −674,155−73.5% | Reduced |
| Korea Investment CORP | 244,291 | $11.6M | 0.02% | −55,100−18.4% | Reduced |
| BNP Paribas Arbitrage, SA | 240,549 | $11.5M | 0.01% | −197,363−45.1% | Reduced |
| Great West Life Assurance Co | 240,327 | $11.5M | 0.02% | −130,311−35.2% | Reduced |
| CBOE Vest Financial, LLC | 236,225 | $11.3M | 0.14% | +14,487+6.5% | Added |
| HRT Financial LP | 224,691 | $10.7M | 0.03% | −139,258−38.3% | Reduced |
| LSV Asset Management | 222,300 | $10.6M | 0.02% | −9,800−4.2% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 218,990 | $10.5M | 0.02% | +7,037+3.3% | Added |
| Capitolis Liquid Global Markets LLC | 208,000 | $9.91M | 0.06% | +208,000 | New |
| Forsta Ap-Fonden | 202,000 | $9.63M | 0.06% | −400−0.2% | Reduced |
| Brandywine Global Investment Management, LLC | 197,088 | $9.39M | 0.06% | −3,698−1.8% | Reduced |
| Basswood Capital Management, L.L.C. | 185,284 | $8.83M | 0.39% | −78,905−29.9% | Reduced |
| Connor, Clark & Lunn Investment Management Ltd. | 184,263 | $8.78M | 0.02% | +184,263 | New |
| Foster & Motley Inc | 177,366 | $8.45M | 0.45% | −5,971−3.3% | Reduced |
| State of Wisconsin Investment Board | 174,022 | $8.29M | 0.02% | −28,365−14.0% | Reduced |
| Standard Life Aberdeen plc | 171,720 | $8.18M | 0.01% | +220+0.1% | Added |
| Danske Bank A/S | 163,761 | $7.80M | 0.02% | +12,700+8.4% | Added |
| Victory Capital Management Inc | 161,633 | $7.70M | 0.00% | −185,302−53.4% | Reduced |
| EFG International AG | 158,290 | $7.54M | 0.15% | +158,290 | New |
| Skandinaviska Enskilda Banken AB (publ) | 155,305 | $7.40M | 0.03% | −11,067−6.7% | Reduced |
| MetLife Investment Management | 154,738 | $7.37M | 0.04% | −13,474−8.0% | Reduced |
| Intech Investment Management LLC | 146,829 | $7.00M | 0.06% | +110,235+301.2% | Added |
| Freestone Grove Partners LP | 143,634 | $6.84M | 0.05% | −377,099−72.4% | Reduced |
| Jessup Wealth Management, Inc | 143,071 | $6.82M | 2.25% | +17,023+13.5% | Added |
| Amalgamated Bank | 139,338 | $6.64M | 0.05% | −6,640−4.5% | Reduced |
| Caisse des Depots Et Consignations | 134,238 | $6.40M | 0.15% | +62,040+85.9% | Added |
| New York State Teachers Retirement System | 132,325 | $6.30M | 0.01% | −52,071−28.2% | Reduced |
| Royal London Asset Management Ltd | 130,261 | $6.21M | 0.01% | +1,392+1.1% | Added |
| Treasurer of the State of North Carolina | 125,979 | $6.00M | 0.02% | −9,212−6.8% | Reduced |
| APG Asset Management N.V. | 147,174 | $5.97M | 0.02% | −14,926−9.2% | Reduced |
| Asset Management One Co.,Ltd. | 120,768 | $5.84M | 0.02% | −30,822−20.3% | Reduced |
| Kendall Capital Management | 120,705 | $5.75M | 1.20% | −3,534−2.8% | Reduced |
| Vident Advisory, LLC | 120,655 | $5.75M | 0.05% | +16,655+16.0% | Added |
| Benson Investment Management Company, Inc. | 120,375 | $5.74M | 2.00% | +16,133+15.5% | Added |
| Mutual of America Capital Management LLC | 119,248 | $5.68M | 0.06% | −19,086−13.8% | Reduced |
| Nomura Asset Management Co Ltd | 118,527 | $5.65M | 0.01% | −68,614−36.7% | Reduced |
| Thrivent Financial for Lutherans | 117,755 | $5.61M | 0.01% | −4,816−3.9% | Reduced |
| Mn Services Vermogensbeheer B.V. | 116,285 | $5.54M | 0.03% | +1,585+1.4% | Added |
| State of Tennessee, Treasury Department | 119,346 | $5.54M | 0.02% | −5,112−4.1% | Reduced |
| Stifel Financial Corp | 116,196 | $5.54M | 0.00% | +26,512+29.6% | Added |
| Susquehanna International Group, LLP | 115,641 | $5.51M | 0.01% | −12,124−9.5% | Reduced |
| Sciencast Management LP | 113,185 | $5.39M | 0.75% | +101,832+897.0% | Added |
| Mercer Global Advisors Inc | 111,134 | $5.30M | 0.01% | +5,166+4.9% | Added |
| Algert Global LLC | 110,440 | $5.26M | 0.08% | −21,868−16.5% | Reduced |
| KLP Kapitalforvaltning AS | 110,000 | $5.24M | 0.02% | 00.0% | Unchanged |
| Holocene Advisors, LP | 109,902 | $5.24M | 0.01% | +65,055+145.1% | Added |
| Squarepoint Ops LLC | 108,285 | $5.16M | 0.01% | +10,971+11.3% | Added |
| Qsemble Capital Management, LP | 103,008 | $4.91M | 0.41% | −45,764−30.8% | Reduced |
| Capital International Inc | 101,901 | $4.86M | 0.04% | +101,901 | New |
| Comerica Bank | 101,304 | $4.83M | 0.02% | −9,108−8.2% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 100,747 | $4.80M | 0.04% | −4,037−3.9% | Reduced |
| Capital Investment Counsel, LLC | 100,393 | $4.78M | 0.66% | +877+0.9% | Added |
| New Vernon Investment Management LLC | 100,349 | $4.78M | 4.66% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 99,606 | $4.75M | 0.02% | +2,323+2.4% | Added |
| Great Lakes Advisors, LLC | 97,367 | $4.64M | 0.04% | −41,853−30.1% | Reduced |
| Royal Bank of Canada | 94,963 | $4.52M | 0.00% | −76,872−44.7% | Reduced |
| Handelsbanken Fonder AB | 91,100 | $4.34M | 0.01% | +14,800+19.4% | Added |
| Public Employees Retirement System of Ohio | 90,501 | $4.31M | 0.01% | −3,433−3.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,290 | $4.25M | 0.03% | −10,000−10.1% | Reduced |
| Yousif Capital Management, LLC | 91,985 | $4.20M | 0.05% | −5,900−6.0% | Reduced |
| Resona Asset Management Co.,Ltd. | 86,771 | $4.14M | 0.02% | −8,468−8.9% | Reduced |
| IFM Investors Pty Ltd | 85,859 | $4.09M | 0.03% | −3,526−3.9% | Reduced |
| Eurizon Capital SGR S.p.A. | 85,128 | $4.06M | 0.01% | +85,128 | New |
| Quantinno Capital Management LP | 84,758 | $4.04M | 0.01% | +571+0.7% | Added |
| Arizona State Retirement System | 82,228 | $3.92M | 0.02% | −7,529−8.4% | Reduced |
| Smith Asset Management Co., LLC | 82,004 | $3.91M | 3.23% | +10,055+14.0% | Added |
| Gabelli Funds LLC | 81,655 | $3.89M | 0.03% | +2,000+2.5% | Added |
| Rockefeller Capital Management L.P. | 81,192 | $3.87M | 0.01% | −5,534−6.4% | Reduced |
| Xponance, Inc. | 81,111 | $3.86M | 0.03% | −4,900−5.7% | Reduced |
| Swiss Life Asset Management Ltd | 80,966 | $3.86M | 0.02% | +4,491+5.9% | Added |
| Wedge Capital Management L L P | 80,386 | $3.83M | 0.07% | +10,993+15.8% | Added |
| Louisiana State Employees Retirement System | 79,300 | $3.78M | 0.06% | −4,100−4.9% | Reduced |
| Baird Financial Group, Inc. | 76,374 | $3.64M | 0.01% | −632,710−89.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 76,363 | $3.64M | 0.02% | +164+0.2% | Added |
| NFC Investments, LLC | 75,300 | $3.59M | 1.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 73,010 | $3.48M | 0.01% | +66,078+953.2% | Added |
| BTC Capital Management, Inc. | 72,552 | $3.45M | 0.24% | −1,126−1.5% | Reduced |
| State of Michigan Retirement System | 71,786 | $3.42M | 0.02% | −3,200−4.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 71,702 | $3.42M | 0.02% | −5,173−6.7% | Reduced |
| ExodusPoint Capital Management, LP | 70,901 | $3.38M | 0.04% | +18,244+34.6% | Added |
| Kepler Cheuvreux (Suisse) SA | 69,828 | $3.33M | 0.19% | −11,705−14.4% | Reduced |
| Cerity Partners LLC | 68,856 | $3.28M | 0.00% | +36,390+112.1% | Added |
| La Banque Postale Asset Management SA | 68,685 | $3.27M | 0.04% | −3,474−4.8% | Reduced |
| Dynamic Advisor Solutions LLC | 66,361 | $3.16M | 0.10% | +1,693+2.6% | Added |
| Meridian Wealth Management, LLC | 64,469 | $3.07M | 0.11% | +1,578+2.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 64,108 | $3.05M | 0.04% | −2,658−4.0% | Reduced |
| New Mexico Educational Retirement Board | 61,100 | $2.91M | 0.09% | 00.0% | Unchanged |
| Natixis Advisors, L.P. | 60,278 | $2.87M | 0.00% | −38,780−39.1% | Reduced |
| Searle & Co. | 57,467 | $2.74M | 0.71% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 56,935 | $2.71M | 0.03% | −3,400−5.6% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.63M | 0.00% | 00.0% | Unchanged |