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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Natixis | 54,989 | $2.62M | 0.01% | −11,507−17.3% | Reduced |
| Macquarie Group Ltd | 54,937 | $2.62M | 0.01% | −7,088−11.4% | Reduced |
| JPL Wealth Management, LLC | 54,323 | $2.59M | 0.63% | −15,228−21.9% | Reduced |
| British Columbia Investment Management Corp | 53,070 | $2.53M | 0.01% | +9,391+21.5% | Added |
| Ameritas Investment Partners, Inc. | 52,512 | $2.50M | 0.08% | −3,637−6.5% | Reduced |
| First National Advisers, LLC | 51,762 | $2.47M | 0.34% | −1,131−2.1% | Reduced |
| Graham Capital Management, L.P. | 51,698 | $2.46M | 0.08% | +32,177+164.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 51,408 | $2.45M | 0.02% | −8,568−14.3% | Reduced |
| Ethic Inc. | 50,603 | $2.41M | 0.04% | −16,094−24.1% | Reduced |
| KBC Group NV | 50,324 | $2.40M | 0.01% | −343−0.7% | Reduced |
| Redwood Investment Management, LLC | 50,269 | $2.40M | 0.27% | +26,932+115.4% | Added |
| Utah Retirement Systems | 49,693 | $2.37M | 0.02% | 00.0% | Unchanged |
| First National Bank of Omaha | 48,776 | $2.32M | 0.07% | −893−1.8% | Reduced |
| LPL Financial LLC | 48,704 | $2.32M | 0.00% | −17,048−25.9% | Reduced |
| Toronto Dominion Bank | 47,964 | $2.29M | 0.00% | −1,440−2.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,257 | $2.25M | 0.01% | −659−1.4% | Reduced |
| Tredje AP-fonden | 46,888 | $2.23M | 0.02% | 00.0% | Unchanged |
| Kempner Capital Management Inc. | 46,026 | $2.22M | 2.10% | −4,479−8.9% | Reduced |
| CI Private Wealth, LLC | 46,172 | $2.20M | 0.00% | −1,195−2.5% | Reduced |
| Pacer Advisors, Inc. | 46,021 | $2.19M | 0.01% | +6,123+15.3% | Added |
| TD Asset Management Inc | 45,126 | $2.15M | 0.00% | +9,987+28.4% | Added |
| Bank of Nova Scotia | 45,007 | $2.14M | 0.00% | +28,725+176.4% | Added |
| Caxton Associates LLP | 45,000 | $2.14M | 0.04% | +45,000 | New |
| M&T Bank Corp | 44,059 | $2.10M | 0.01% | +3,003+7.3% | Added |
| Bridgeway Capital Management, LLC | 43,500 | $2.07M | 0.04% | −300−0.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 43,095 | $2.05M | 0.05% | −4,609−9.7% | Reduced |
| Neuberger Berman Group LLC | 42,732 | $2.04M | 0.00% | −18,411−30.1% | Reduced |
| Quantbot Technologies LP | 42,391 | $2.02M | 0.07% | −226,246−84.2% | Reduced |
| Diversified Trust Co | 42,177 | $2.01M | 0.04% | −90.0% | Reduced |
| CAPROCK Group, Inc. | 41,285 | $1.97M | 0.04% | −306−0.7% | Reduced |
| Advisory Services Network, LLC | 40,790 | $1.94M | 0.03% | −4,887−10.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,636 | $1.94M | 0.03% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,297 | $1.92M | 0.02% | −3,500−8.0% | Reduced |
| Brevan Howard Capital Management LP | 39,963 | $1.90M | 0.04% | +15,370+62.5% | Added |
| Munich Reinsurance Co Stock Corp in Munich | 39,595 | $1.90M | 0.05% | −87,050−68.7% | Reduced |
| Dark Forest Capital Management LP | 39,446 | $1.88M | 0.09% | +39,446 | New |
| Legacy Wealth Management, LLC | 39,240 | $1.87M | 0.50% | +5,905+17.7% | Added |
| Oak Thistle LLC | 39,229 | $1.87M | 0.26% | +39,229 | New |
| Icon Advisers Inc | 39,200 | $1.87M | 0.40% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 38,914 | $1.85M | 0.02% | −110,364−73.9% | Reduced |
| Mackenzie Financial Corp | 38,049 | $1.83M | 0.00% | −7,465−16.4% | Reduced |
| Nissay Asset Management Corp | 37,731 | $1.80M | 0.01% | +24+0.1% | Added |
| The PNC Financial Services Group, Inc. | 37,460 | $1.78M | 0.00% | −3,042−7.5% | Reduced |
| EJF Capital LLC | 37,400 | $1.78M | 1.01% | 00.0% | Unchanged |
| OP Asset Management Ltd | 37,214 | $1.77M | 0.02% | +2,625+7.6% | Added |
| Prudential Financial Inc | 36,539 | $1.74M | 0.00% | −10,566−22.4% | Reduced |
| JustInvest LLC | 36,212 | $1.73M | 0.02% | −470−1.3% | Reduced |
| Campbell & CO Investment Adviser LLC | 35,759 | $1.70M | 0.08% | +35,759 | New |
| Pinnacle Associates Ltd | 35,095 | $1.67M | 0.02% | +7,690+28.1% | Added |
| Cetera Investment Advisers | 34,989 | $1.67M | 0.00% | −15,969−31.3% | Reduced |
| Lecap Asset Management Ltd | 34,905 | $1.66M | 0.66% | −16,172−31.7% | Reduced |
| Steamboat Capital Partners, LLC | 34,842 | $1.66M | 0.46% | −150,385−81.2% | Reduced |
| Board of the Pension Protection Fund | 34,700 | $1.65M | 1.57% | +10,800+45.2% | Added |
| Axq Capital, LP | 34,662 | $1.65M | 0.37% | +5,871+20.4% | Added |
| Vise Technologies, Inc. | 34,640 | $1.65M | 0.03% | +824+2.4% | Added |
| Janus Henderson Group PLC | 34,380 | $1.64M | 0.00% | −4,515−11.6% | Reduced |
| Nisa Investment Advisors, LLC | 33,335 | $1.59M | 0.01% | +3,423+11.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 33,019 | $1.57M | 0.04% | +33,019 | New |
| Alerus Financial NA | 32,901 | $1.57M | 0.08% | −14,489−30.6% | Reduced |
| Cresset Asset Management, LLC | 32,845 | $1.57M | 0.01% | −62−0.2% | Reduced |
| Richard Bernstein Advisors LLC | 32,152 | $1.53M | 0.05% | −3,424−9.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.52M | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 31,849 | $1.52M | 0.07% | +618+2.0% | Added |
| HighTower Advisors, LLC | 31,621 | $1.51M | 0.00% | −1,059−3.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,475 | $1.49M | 0.00% | −5,063−14.2% | Reduced |
| State of Alaska, Department of Revenue | 28,584 | $1.36M | 0.01% | −3,655−11.3% | Reduced |
| New York Life Investment Management LLC | 28,417 | $1.35M | 0.01% | −3,086−9.8% | Reduced |
| Candriam Luxembourg S.C.A. | 27,917 | $1.33M | 0.01% | −10,680−27.7% | Reduced |
| Truist Financial Corp | 27,455 | $1.31M | 0.00% | −5,365−16.3% | Reduced |
| Agf Management Ltd | 27,271 | $1.30M | 0.01% | −208−0.8% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.28M | 0.00% | 00.0% | Unchanged |
| Inceptionr LLC | 26,064 | $1.24M | 0.34% | −7,494−22.3% | Reduced |
| Clearstead Advisors, LLC | 25,926 | $1.24M | 0.02% | +329+1.3% | Added |
| Susquehanna Portfolio Strategies, LLC | 25,795 | $1.23M | 0.02% | −252,979−90.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,531 | $1.22M | 0.00% | −2,791−9.9% | Reduced |
| Levin Capital Strategies, L.P. | 25,518 | $1.22M | 0.11% | −38,623−60.2% | Reduced |
| Daiwa Securities Group Inc. | 25,393 | $1.21M | 0.00% | 00.0% | Unchanged |
| Credit Agricole S A | 25,177 | $1.20M | 0.00% | −8,869−26.1% | Reduced |
| Ritholtz Wealth Management | 24,586 | $1.17M | 0.02% | −5,453−18.2% | Reduced |
| Prelude Capital Management, LLC | 23,871 | $1.14M | 0.08% | +980+4.3% | Added |
| Mesirow Financial Investment Management, Inc. | 23,833 | $1.14M | 0.02% | −14,284−37.5% | Reduced |
| XTX Topco Ltd | 22,247 | $1.06M | 0.03% | +631+2.9% | Added |
| Toroso Investments, LLC | 21,883 | $1.04M | 0.00% | +14,223+185.7% | Added |
| Nomura Asset Management International Inc. | 21,835 | $1.04M | 0.00% | +21,835 | New |
| Capital Insight Partners, LLC | 21,296 | $1.02M | 0.22% | −606−2.8% | Reduced |
| Brinker Capital Investments, LLC | 21,088 | $1.00M | 0.01% | −12,005−36.3% | Reduced |
| Securian Asset Management, Inc | 20,881 | $995.0K | 0.04% | −1,552−6.9% | Reduced |
| Crossmark Global Holdings, Inc. | 20,795 | $990.9K | 0.01% | −14−0.1% | Reduced |
| Avanza Fonder AB | 20,637 | $983.4K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 20,534 | $978.4K | 0.00% | +6,286+44.1% | Added |
| Assetmark, Inc | 20,472 | $975.5K | 0.00% | −2,809−12.1% | Reduced |
| Investment Management Corp of Ontario | 20,212 | $963.1K | 0.01% | +5,956+41.8% | Added |
| Allstate Corp | 20,148 | $960.1K | 0.01% | +9,972+98.0% | Added |
| Jefferies Financial Group Inc. | 20,000 | $953.0K | 0.01% | +20,000 | New |
| Gamco Investors, Inc. Et Al | 19,882 | $947.4K | 0.01% | −246−1.2% | Reduced |
| Rodgers Brothers Inc. | 19,000 | $905.4K | 0.11% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 18,819 | $896.7K | 0.01% | +18,819 | New |
| Greenleaf Trust | 17,559 | $836.7K | 0.01% | −46−0.3% | Reduced |
| Pathstone Holdings, LLC | 17,390 | $828.7K | 0.00% | +1,288+8.0% | Added |
| CWM, LLC | 17,310 | $825.0K | 0.00% | +2,944+20.5% | Added |