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 |
|---|---|---|---|---|---|
| NBC Securities, Inc. | 10,293 | $382.0K | 0.03% | −2,056−16.6% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,314 | $382.8K | 0.01% | +696+7.2% | Added |
| Quantitative Investment Management, LLC | 10,377 | $385.0K | 0.04% | −2,557−19.8% | Reduced |
| Mount Lucas Management LP | 10,388 | $385.5K | 0.14% | +522+5.3% | Added |
| Bleakley Financial Group, LLC | 10,533 | $390.9K | 0.01% | +10,533 | New |
| Saudi Central Bank | 10,576 | $392.5K | 0.01% | +10,576 | New |
| Apollon Wealth Management, LLC | 10,658 | $395.5K | 0.01% | +2,414+29.3% | Added |
| Abn Amro Investment Solutions | 10,704 | $397.2K | 0.01% | −2,767−20.5% | Reduced |
| Ofi Invest Asset Management | 11,015 | $408.8K | 0.01% | +11,015 | New |
| L2 Asset Management, LLC | 11,114 | $412.4K | 0.04% | +2,386+27.3% | Added |
| ProShare Advisors LLC | 11,364 | $421.7K | 0.00% | −126−1.1% | Reduced |
| EntryPoint Capital, LLC | 11,484 | $426.2K | 0.12% | +11,484 | New |
| Jones Financial Companies LLLP | 12,396 | $438.3K | 0.00% | +6,792+121.2% | Added |
| AXS Investments LLC | 12,000 | $445.3K | 0.18% | 00.0% | Unchanged |
| Truist Financial Corp | 12,064 | $447.7K | 0.00% | −15,391−56.1% | Reduced |
| Siemens Fonds Invest GmbH | 12,103 | $449.1K | 0.03% | −43−0.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,216 | $453.3K | 0.02% | −399−3.2% | Reduced |
| AIA Group Ltd | 12,326 | $457.4K | 0.01% | 00.0% | Unchanged |
| Advent International Corp | 12,810 | $475.4K | 0.01% | −521,700−97.6% | Reduced |
| Vann Equity Management LLC | 12,878 | $477.9K | 0.34% | +12,878 | New |
| Compass Advisory Group LLC | 12,922 | $479.5K | 0.13% | +12,922 | New |
| Integrated Wealth Concepts LLC | 13,164 | $488.5K | 0.00% | +5,430+70.2% | Added |
| Empowered Funds, LLC | 13,254 | $491.9K | 0.00% | +13,254 | New |
| Highland Capital Management, LLC | 13,314 | $494.1K | 0.03% | +13,314 | New |
| Tower Research Capital LLC (TRC) | 13,324 | $494.5K | 0.01% | +2,159+19.3% | Added |
| Merit Financial Group, LLC | 13,891 | $515.5K | 0.00% | +3,270+30.8% | Added |
| United Capital Financial Advisers, LLC | 13,949 | $517.6K | 0.00% | +5,369+62.6% | Added |
| Tokio Marine Asset Management Co Ltd | 14,152 | $525.2K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 14,164 | $525.5K | 0.00% | +5,590+65.2% | Added |
| Dynamic Technology Lab Private Ltd | 14,555 | $540.1K | 0.09% | +3,766+34.9% | Added |
| Maryland State Retirement & Pension System | 14,771 | $548.2K | 0.01% | 00.0% | Unchanged |
| Omers Administration Corp | 14,842 | $550.8K | 0.00% | +2,797+23.2% | Added |
| Quarry LP | 15,185 | $563.5K | 0.11% | +13,094+626.2% | Added |
| Nomura Asset Management International Inc. | 16,400 | $609.0K | 0.00% | −5,435−24.9% | Reduced |
| CIBC Bancorp USA Inc. | 16,575 | $615.1K | 0.00% | +16,575 | New |
| AlphaGrep UK Ltd | 17,150 | $636.4K | 0.19% | +8,701+103.0% | Added |
| Greenleaf Trust | 17,559 | $651.6K | 0.01% | 00.0% | Unchanged |
| Blueshift Asset Management, LLC | 17,921 | $665.0K | 0.20% | +17,921 | New |
| Gamco Investors, Inc. Et Al | 18,006 | $668.2K | 0.01% | −1,876−9.4% | Reduced |
| Virtu Financial LLC | 18,365 | $681.0K | 0.03% | +18,365 | New |
| Schonfeld Strategic Advisors LLC | 18,879 | $700.6K | 0.01% | +14,629+344.2% | Added |
| Rodgers Brothers Inc. | 19,000 | $705.1K | 0.08% | 00.0% | Unchanged |
| J. Safra Sarasin Holding AG | 19,109 | $708.4K | 0.01% | +290+1.5% | Added |
| Illinois Municipal Retirement Fund | 19,442 | $721.5K | 0.01% | −19,472−50.0% | Reduced |
| Prelude Capital Management, LLC | 20,000 | $742.2K | 0.06% | −3,871−16.2% | Reduced |
| Pathstone Holdings, LLC | 20,169 | $748.5K | 0.00% | +2,779+16.0% | Added |
| Bank of Nova Scotia | 20,428 | $758.1K | 0.00% | −24,579−54.6% | Reduced |
| Investment Management Corp of Ontario | 20,512 | $761.2K | 0.01% | +300+1.5% | Added |
| CIBC Asset Management Inc | 20,618 | $765.1K | 0.00% | +84+0.4% | Added |
| Avanza Fonder AB | 20,637 | $765.8K | 0.02% | 00.0% | Unchanged |
| Assetmark, Inc | 20,652 | $766.4K | 0.00% | +180+0.9% | Added |
| Crossmark Global Holdings, Inc. | 20,795 | $771.7K | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 20,881 | $774.9K | 0.03% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 21,610 | $801.9K | 0.07% | −17,836−45.2% | Reduced |
| Brinker Capital Investments, LLC | 21,623 | $802.4K | 0.01% | +535+2.5% | Added |
| Gulf International Bank (UK) Ltd | 21,994 | $816.0K | 0.02% | +6,865+45.4% | Added |
| Commerzbank Aktiengesellschaft | 22,123 | $821.0K | 0.02% | +12,249+124.1% | Added |
| Summit Trail Advisors, LLC | 22,150 | $822.0K | 0.01% | +5,675+34.4% | Added |
| Skopos Labs, Inc. | 22,832 | $847.3K | 0.03% | +14,684+180.2% | Added |
| Fox Run Management, L.L.C. | 24,003 | $855.7K | 0.15% | +7,884+48.9% | Added |
| Diversified Trust Co | 23,145 | $858.9K | 0.02% | −19,032−45.1% | Reduced |
| Alyeska Investment Group, L.P. | 24,049 | $892.5K | 0.00% | +24,049 | New |
| Bokf, NA | 24,730 | $917.7K | 0.01% | +8,306+50.6% | Added |
| Ritholtz Wealth Management | 24,776 | $919.5K | 0.02% | +190+0.8% | Added |
| National Pension Service | 24,885 | $923.5K | 0.00% | −533,897−95.5% | Reduced |
| Candriam Luxembourg S.C.A. | 25,218 | $935.8K | 0.00% | −2,699−9.7% | Reduced |
| The PNC Financial Services Group, Inc. | 25,254 | $937.2K | 0.00% | −12,206−32.6% | Reduced |
| Credit Agricole S A | 25,287 | $938.4K | 0.00% | +110+0.4% | Added |
| Daiwa Securities Group Inc. | 25,593 | $949.8K | 0.00% | +200+0.8% | Added |
| HighTower Advisors, LLC | 25,771 | $956.4K | 0.00% | −5,850−18.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 25,750 | $968.7K | 0.00% | −1,160,877−97.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 26,450 | $982.1K | 0.00% | +919+3.6% | Added |
| Creative Planning | 26,539 | $984.9K | 0.00% | +11,896+81.2% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $995.0K | 0.00% | 00.0% | Unchanged |
| Cetera Investment Advisers | 27,099 | $1.01M | 0.00% | −7,890−22.5% | Reduced |
| Gsa Capital Partners LLP | 27,138 | $1.01M | 0.06% | +27,138 | New |
| State of Alaska, Department of Revenue | 27,879 | $1.03M | 0.01% | −705−2.5% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 28,245 | $1.05M | 0.00% | +28,245 | New |
| Janney Montgomery Scott LLC | 28,300 | $1.05M | 0.00% | +19,383+217.4% | Added |
| Equitable Holdings, Inc. | 23,004 | $1.10M | 0.01% | +8,776+61.7% | Added |
| CWM, LLC | 29,852 | $1.11M | 0.00% | +12,542+72.5% | Added |
| Ostrum Asset Management | 30,567 | $1.13M | 0.06% | +28,007+1,094.0% | Added |
| Clearstead Advisors, LLC | 30,648 | $1.14M | 0.01% | +4,722+18.2% | Added |
| Toroso Investments, LLC | 30,952 | $1.15M | 0.00% | +9,069+41.4% | Added |
| Integrated Advisors Network LLC | 31,038 | $1.15M | 0.06% | −811−2.5% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.18M | 0.01% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 32,152 | $1.19M | 0.03% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 32,428 | $1.20M | 0.00% | −907−2.7% | Reduced |
| Cresset Asset Management, LLC | 32,729 | $1.21M | 0.01% | −116−0.4% | Reduced |
| OP Asset Management Ltd | 33,179 | $1.23M | 0.01% | −4,035−10.8% | Reduced |
| CI Private Wealth, LLC | 34,001 | $1.26M | 0.00% | −12,171−26.4% | Reduced |
| Mesirow Financial Investment Management, Inc. | 34,146 | $1.27M | 0.02% | +10,313+43.3% | Added |
| Board of the Pension Protection Fund | 34,600 | $1.28M | 1.18% | −100−0.3% | Reduced |
| New York Life Investment Management LLC | 35,485 | $1.32M | 0.01% | +7,068+24.9% | Added |
| Kepler Cheuvreux (Suisse) SA | 36,397 | $1.35M | 0.09% | −33,431−47.9% | Reduced |
| Nissay Asset Management Corp | 36,653 | $1.36M | 0.01% | −1,078−2.9% | Reduced |
| Icon Advisers Inc | 36,700 | $1.36M | 0.31% | −2,500−6.4% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,200 | $1.38M | 0.01% | +28,530+329.1% | Added |
| EJF Capital LLC | 37,400 | $1.39M | 0.98% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 37,004 | $1.40M | 0.00% | +6,529+21.4% | Added |