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, Q1 2026
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2026. 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
- 543
- +2 vs. Q4 2025
- Shares held
- 262.4M
- +25.1M (+10.6%) vs. Q4 2025
- Total value
- $9.73B
- −$1.58B (−13.9%) vs. Q4 2025
- New holders
- 85
- 189 more added
- Sold out
- 83
- 206 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| BlackRock, Inc. | 27,321,760 | $1.01B | 0.02% | +6,0210.0% | Added |
| Canada Pension Plan Investment Board | 18,218,634 | $676.1M | 0.44% | −1,065,419−5.5% | Reduced |
| Price T Rowe Associates Inc | 17,525,534 | $650.4M | 0.08% | +267,410+1.5% | Added |
| Vanguard Portfolio Management LLC | 14,625,529 | $542.8M | 0.03% | +14,625,529 | New |
| Vanguard Capital Management LLC | 12,632,922 | $468.8M | 0.01% | +12,632,922 | New |
| State Street Corp | 11,981,175 | $444.6M | 0.02% | −252,092−2.1% | Reduced |
| Capital International Investors | 10,429,923 | $387.1M | 0.09% | −3,115,705−23.0% | Reduced |
| Wellington Management Group LLP | 8,261,348 | $306.6M | 0.06% | −43,295−0.5% | Reduced |
| Diamond Hill Capital Management Inc | 7,192,046 | $266.9M | 1.67% | +2,897,402+67.5% | Added |
| Geode Capital Management, LLC | 5,854,515 | $216.7M | 0.01% | −501,243−7.9% | Reduced |
| Thornburg Investment Management Inc | 4,994,205 | $185.3M | 1.92% | +104,475+2.1% | Added |
| Bank of Montreal | 4,905,475 | $182.0M | 0.08% | +2,480,652+102.3% | Added |
| Pzena Investment Management LLC | 4,464,347 | $165.7M | 0.54% | +138,999+3.2% | Added |
| Conifer Management, L.L.C. | 4,200,000 | $155.9M | 29.75% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 3,991,113 | $148.9M | 0.05% | −831,795−17.2% | Reduced |
| Dimensional Fund Advisors LP | 3,856,717 | $143.1M | 0.03% | +429,621+12.5% | Added |
| Northern Trust Corp | 3,831,882 | $142.2M | 0.02% | −48,187−1.2% | Reduced |
| Invesco Ltd. | 3,525,676 | $130.8M | 0.01% | −1,066,732−23.2% | Reduced |
| Citadel Advisors LLC | 3,137,357 | $116.4M | 0.08% | +2,083,297+197.6% | Added |
| Morgan Stanley | 3,060,459 | $113.6M | 0.01% | −189,840−5.8% | Reduced |
| Goldman Sachs Group Inc | 2,976,024 | $110.4M | 0.01% | +1,135,319+61.7% | Added |
| Millennium Management LLC | 2,598,051 | $96.4M | 0.07% | +1,457,716+127.8% | Added |
| Nordea Investment Management AB | 2,661,117 | $95.2M | 0.09% | −1,306,868−32.9% | Reduced |
| Bank of New York Mellon Corp | 2,442,698 | $90.6M | 0.02% | −500,976−17.0% | Reduced |
| Woodline Partners LP | 2,230,326 | $82.8M | 0.31% | +325,886+17.1% | Added |
| D. E. Shaw & Co., Inc. | 2,201,064 | $81.7M | 0.06% | +581,362+35.9% | Added |
| FMR LLC | 2,149,865 | $79.8M | 0.00% | −696,222−24.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,089,770 | $77.6M | 0.01% | +96,451+4.8% | Added |
| UBS Asset Management Americas Inc | 2,061,882 | $76.5M | 0.02% | +165,993+8.8% | Added |
| Algebris (UK) Ltd | 2,037,737 | $75.5M | 5.46% | +743,798+57.5% | Added |
| Marshall Wace, LLP | 2,021,093 | $75.0M | 0.08% | +2,021,093 | New |
| Principal Financial Group Inc | 1,955,557 | $72.6M | 0.04% | −103,833−5.0% | Reduced |
| UBS Group AG | 1,927,350 | $71.5M | 0.01% | +918,558+91.1% | Added |
| Nuveen, LLC | 1,908,209 | $70.8M | 0.02% | +58,225+3.1% | Added |
| Jane Street Group, LLC | 1,846,418 | $68.5M | 0.07% | +1,458,825+376.4% | Added |
| Vanguard Fiduciary Trust Co | 1,801,134 | $66.8M | 0.02% | +1,801,134 | New |
| TCW Group Inc | 1,628,169 | $60.4M | 0.45% | +318,307+24.3% | Added |
| Ameriprise Financial Inc | 1,616,744 | $60.0M | 0.01% | +416,978+34.8% | Added |
| Acadian Asset Management LLC | 1,469,425 | $54.5M | 0.08% | +287,032+24.3% | Added |
| Legal & General Group Plc | 1,324,435 | $49.1M | 0.01% | −105,056−7.3% | Reduced |
| Worldquant Millennium Advisors LLC | 1,033,574 | $38.4M | 0.15% | +575,934+125.8% | Added |
| PFA Pension, Forsikringsaktieselskab | 1,022,919 | $38.0M | 0.11% | −566−0.1% | Reduced |
| AQR Capital Management LLC | 1,011,305 | $36.7M | 0.02% | −87,734−8.0% | Reduced |
| Ci Investments Inc. | 970,137 | $36.0M | 0.17% | −24,196−2.4% | Reduced |
| Lazard Asset Management LLC | 902,568 | $33.5M | 0.06% | +181,990+25.3% | Added |
| Robeco Institutional Asset Management B.V. | 902,007 | $33.5M | 0.05% | −429,603−32.3% | Reduced |
| Bank of America Corp | 889,016 | $33.0M | 0.00% | +121,261+15.8% | Added |
| HSBC Holdings PLC | 873,962 | $32.4M | 0.02% | +47,920+5.8% | Added |
| Rhumbline Advisers | 851,606 | $31.6M | 0.03% | −10,504−1.2% | Reduced |
| Swiss National Bank | 841,000 | $31.2M | 0.02% | +20,200+2.5% | Added |
| Amundi | 798,857 | $29.6M | 0.01% | −188,161−19.1% | Reduced |
| Federated Hermes, Inc. | 787,774 | $29.2M | 0.05% | −1,339,549−63.0% | Reduced |
| Deutsche Bank AG | 697,881 | $25.9M | 0.01% | −90,632−11.5% | Reduced |
| Fiera Capital Corp | 694,016 | $25.8M | 0.09% | +10,316+1.5% | Added |
| Engineers Gate Manager LP | 676,013 | $25.1M | 0.31% | +344,474+103.9% | Added |
| Bruni J V & Co | 675,462 | $25.1M | 2.62% | +2550.0% | Added |
| Ensign Peak Advisors, Inc | 663,288 | $24.6M | 0.05% | +11,900+1.8% | Added |
| Storebrand Asset Management AS | 659,969 | $24.5M | 0.07% | −25,329−3.7% | Reduced |
| AustralianSuper Pty Ltd | 653,453 | $24.2M | 0.13% | +14,213+2.2% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 637,076 | $23.6M | 0.02% | −37,217−5.5% | Reduced |
| Close Asset Management Ltd | 634,070 | $23.5M | 0.64% | −226,800−26.3% | Reduced |
| Manufacturers Life Insurance Company, The | 627,169 | $23.3M | 0.02% | +104,439+20.0% | Added |
| Wells Fargo & Company | 583,428 | $21.7M | 0.00% | +5,092+0.9% | Added |
| Vanguard Asset Management, Ltd | 570,853 | $21.2M | 0.02% | +570,853 | New |
| SEI Investments Co | 566,394 | $21.0M | 0.02% | −7,584−1.3% | Reduced |
| Franklin Resources Inc | 532,796 | $19.8M | 0.00% | +63,188+13.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 532,052 | $19.7M | 0.04% | −83,437−13.6% | Reduced |
| California State Teachers Retirement System | 510,346 | $18.9M | 0.02% | −32,251−5.9% | Reduced |
| Swedbank AB | 506,555 | $18.8M | 0.02% | −3,341−0.7% | Reduced |
| Tocqueville Asset Management L.P. | 492,952 | $18.3M | 0.27% | +107,195+27.8% | Added |
| Bridgewater Associates, LP | 458,416 | $17.0M | 0.08% | −87,825−16.1% | Reduced |
| Retirement Systems of Alabama | 457,811 | $17.0M | 0.06% | +113,926+33.1% | Added |
| JPMorgan Chase & Co | 471,889 | $16.8M | 0.00% | −566,016−54.5% | Reduced |
| California Public Employees Retirement System | 405,978 | $15.1M | 0.01% | −24,135−5.6% | Reduced |
| Raymond James Financial Inc | 394,328 | $14.6M | 0.00% | −28,717−6.8% | Reduced |
| Community Trust & Investment Co | 388,401 | $14.4M | 0.78% | +87,018+28.9% | Added |
| Barclays PLC | 380,113 | $14.1M | 0.01% | −143,154−27.4% | Reduced |
| South Dakota Investment Council | 377,662 | $14.0M | 0.27% | +58,506+18.3% | Added |
| Four Tree Island Advisory LLC | 370,478 | $13.7M | 6.94% | +8,899+2.5% | Added |
| Alliancebernstein L.P. | 276,912 | $13.2M | 0.00% | −5,520−2.0% | Reduced |
| Pictet Asset Management Holding SA | 336,272 | $12.5M | 0.01% | +66,009+24.4% | Added |
| New York State Common Retirement Fund | 331,009 | $12.3M | 0.02% | −6,000−1.8% | Reduced |
| Point72 Asset Management, L.P. | 330,624 | $12.3M | 0.02% | +18,040+5.8% | Added |
| Russell Investments Group, Ltd. | 335,357 | $12.1M | 0.01% | +87,086+35.1% | Added |
| Envestnet Asset Management Inc | 321,494 | $11.9M | 0.00% | +28,601+9.8% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309,888 | $11.5M | 0.01% | −2,088−0.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 300,000 | $11.1M | 0.02% | +300,000 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 291,100 | $10.8M | 0.44% | +26,100+9.8% | Added |
| State Board of Administration of Florida Retirement System | 283,673 | $10.5M | 0.02% | 00.0% | Unchanged |
| Algert Global LLC | 279,150 | $10.4M | 0.16% | +168,710+152.8% | Added |
| Aviva PLC | 270,914 | $10.1M | 0.02% | +15,605+6.1% | Added |
| Basswood Capital Management, L.L.C. | 251,510 | $9.33M | 0.48% | +66,226+35.7% | Added |
| BNP Paribas Arbitrage, SA | 251,472 | $9.33M | 0.01% | +10,923+4.5% | Added |
| Great West Life Assurance Co | 237,696 | $8.83M | 0.02% | −2,631−1.1% | Reduced |
| Korea Investment CORP | 234,591 | $8.71M | 0.02% | −9,700−4.0% | Reduced |
| XTX Topco Ltd | 234,467 | $8.70M | 0.15% | +212,220+953.9% | Added |
| LSV Asset Management | 219,000 | $8.13M | 0.02% | −3,300−1.5% | Reduced |
| Stifel Financial Corp | 218,038 | $8.09M | 0.01% | +101,842+87.6% | Added |
| Lighthouse Investment Partners, LLC | 212,638 | $7.89M | 0.30% | +212,638 | New |
| Gillson Capital LP | 210,000 | $7.79M | 0.64% | +210,000 | New |