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 |
|---|---|---|---|---|---|
| Vident Advisory, LLC | 38,340 | $1.42M | 0.01% | −82,315−68.2% | Reduced |
| Ethic Inc. | 38,464 | $1.43M | 0.02% | −12,139−24.0% | Reduced |
| New Vernon Investment Management LLC | 38,710 | $1.44M | 1.53% | −61,639−61.4% | Reduced |
| JustInvest LLC | 39,047 | $1.45M | 0.01% | +2,835+7.8% | Added |
| Pinnacle Associates Ltd | 39,059 | $1.45M | 0.02% | +3,964+11.3% | Added |
| Legacy Wealth Management, LLC | 39,240 | $1.46M | 0.42% | 00.0% | Unchanged |
| M&T Bank Corp | 39,467 | $1.47M | 0.00% | −4,592−10.4% | Reduced |
| British Columbia Investment Management Corp | 39,515 | $1.47M | 0.01% | −13,555−25.5% | Reduced |
| Toronto Dominion Bank | 39,601 | $1.47M | 0.00% | −8,363−17.4% | Reduced |
| Jefferies Financial Group Inc. | 40,000 | $1.48M | 0.02% | +20,000+100.0% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,459 | $1.50M | 0.02% | −177−0.4% | Reduced |
| Neuberger Berman Group LLC | 41,171 | $1.53M | 0.00% | −1,561−3.7% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 42,604 | $1.56M | 0.01% | −4,653−9.8% | Reduced |
| Bridgeway Capital Management, LLC | 43,500 | $1.61M | 0.03% | 00.0% | Unchanged |
| First National Advisers, LLC | 44,335 | $1.65M | 0.24% | −7,427−14.3% | Reduced |
| Boothbay Fund Management, LLC | 44,354 | $1.65M | 0.04% | +36,679+477.9% | Added |
| Vise Technologies, Inc. | 34,640 | $1.65M | 0.03% | 00.0% | Unchanged |
| Estate Counselors, LLC | 45,487 | $1.69M | 0.15% | +45,487 | New |
| B. Metzler seel. Sohn & Co. AG | 45,777 | $1.70M | 0.02% | −5,631−11.0% | Reduced |
| Utah Retirement Systems | 46,431 | $1.72M | 0.02% | −3,262−6.6% | Reduced |
| American Century Companies Inc | 47,367 | $1.76M | 0.00% | −332,969−87.5% | Reduced |
| LPL Financial LLC | 47,560 | $1.76M | 0.00% | −1,144−2.3% | Reduced |
| Pacer Advisors, Inc. | 47,664 | $1.77M | 0.01% | +1,643+3.6% | Added |
| TD Asset Management Inc | 48,206 | $1.79M | 0.00% | +3,080+6.8% | Added |
| First National Bank of Omaha | 48,255 | $1.79M | 0.06% | −521−1.1% | Reduced |
| Mariner, LLC | 48,348 | $1.79M | 0.00% | +33,033+215.7% | Added |
| Advisory Services Network, LLC | 49,084 | $1.82M | 0.02% | +8,294+20.3% | Added |
| KBC Group NV | 49,751 | $1.85M | 0.00% | −573−1.1% | Reduced |
| Verition Fund Management LLC | 51,450 | $1.91M | 0.02% | +40,698+378.5% | Added |
| Cerity Partners LLC | 51,574 | $1.91M | 0.00% | −17,282−25.1% | Reduced |
| Ameritas Investment Partners, Inc. | 52,190 | $1.94M | 0.06% | −322−0.6% | Reduced |
| Allianz Asset Management GmbH | 52,203 | $1.94M | 0.00% | −294,347−84.9% | Reduced |
| JPL Wealth Management, LLC | 52,542 | $1.95M | 0.45% | −1,781−3.3% | Reduced |
| DnB Asset Management AS | 52,996 | $1.97M | 0.01% | −390,930−88.1% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,197 | $1.97M | 0.01% | +12,900+32.0% | Added |
| Natixis Advisors, L.P. | 54,014 | $2.00M | 0.00% | −6,264−10.4% | Reduced |
| Brown Advisory Inc | 55,745 | $2.07M | 0.00% | −239,670−81.1% | Reduced |
| Searle & Co. | 55,967 | $2.08M | 0.52% | −1,500−2.6% | Reduced |
| Mercer Global Advisors Inc | 56,467 | $2.10M | 0.00% | −54,667−49.2% | Reduced |
| Freestone Grove Partners LP | 56,632 | $2.10M | 0.02% | −87,002−60.6% | Reduced |
| Oregon Public Employees Retirement Fund | 58,135 | $2.16M | 0.03% | +1,200+2.1% | Added |
| New Mexico Educational Retirement Board | 61,100 | $2.27M | 0.07% | 00.0% | Unchanged |
| Macquarie Group Ltd | 61,319 | $2.28M | 0.01% | +6,382+11.6% | Added |
| Janus Henderson Group PLC | 61,432 | $2.28M | 0.00% | +27,052+78.7% | Added |
| Brevan Howard Capital Management LP | 63,213 | $2.35M | 0.02% | +23,250+58.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 63,468 | $2.36M | 0.04% | −640−1.0% | Reduced |
| Two Sigma Investments, LP | 63,500 | $2.36M | 0.00% | +63,500 | New |
| Meridian Wealth Management, LLC | 63,592 | $2.36M | 0.08% | −877−1.4% | Reduced |
| Thrivent Financial for Lutherans | 64,362 | $2.39M | 0.00% | −53,393−45.3% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.43M | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 68,797 | $2.55M | 0.00% | −4,213−5.8% | Reduced |
| Baird Financial Group, Inc. | 68,962 | $2.56M | 0.00% | −7,412−9.7% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,982 | $2.63M | 0.01% | −720−1.0% | Reduced |
| State of Michigan Retirement System | 72,286 | $2.68M | 0.01% | +500+0.7% | Added |
| Mirae Asset Global ETFs Holdings Ltd. | 85,220 | $2.74M | 0.00% | +85,220 | New |
| Assenagon Asset Management S.A. | 74,483 | $2.76M | 0.00% | +60,625+437.5% | Added |
| Dynamic Advisor Solutions LLC | 74,486 | $2.76M | 0.09% | +8,125+12.2% | Added |
| Voloridge Investment Management, LLC | 75,825 | $2.81M | 0.01% | +75,825 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 76,363 | $2.83M | 0.01% | 00.0% | Unchanged |
| Eurizon Capital SGR S.p.A. | 76,857 | $2.84M | 0.01% | −8,271−9.7% | Reduced |
| Arizona State Retirement System | 77,858 | $2.89M | 0.02% | −4,370−5.3% | Reduced |
| Rockefeller Capital Management L.P. | 78,562 | $2.92M | 0.01% | −2,630−3.2% | Reduced |
| Arrowstreet Capital, Limited Partnership | 79,166 | $2.94M | 0.00% | +79,166 | New |
| Gabelli Funds LLC | 80,675 | $2.99M | 0.02% | −980−1.2% | Reduced |
| Louisiana State Employees Retirement System | 82,100 | $3.05M | 0.05% | +2,800+3.5% | Added |
| Continental Advisors LLC | 82,500 | $3.06M | 1.90% | +82,500 | New |
| Allstate Corp | 82,661 | $3.07M | 0.03% | +62,513+310.3% | Added |
| Royal Bank of Canada | 82,672 | $3.07M | 0.00% | −12,291−12.9% | Reduced |
| Public Employees Retirement System of Ohio | 83,128 | $3.08M | 0.01% | −7,373−8.1% | Reduced |
| Holocene Advisors, LP | 83,271 | $3.09M | 0.01% | −26,631−24.2% | Reduced |
| First Trust Advisors LP | 83,657 | $3.10M | 0.00% | −2,044,489−96.1% | Reduced |
| IFM Investors Pty Ltd | 83,925 | $3.11M | 0.03% | −1,934−2.3% | Reduced |
| Capital Fund Management S.A. | 85,554 | $3.17M | 0.03% | +85,554 | New |
| Xponance, Inc. | 86,330 | $3.20M | 0.02% | +5,219+6.4% | Added |
| Yousif Capital Management, LLC | 86,940 | $3.23M | 0.04% | −5,045−5.5% | Reduced |
| ExodusPoint Capital Management, LP | 88,125 | $3.27M | 0.03% | +17,224+24.3% | Added |
| Resona Asset Management Co.,Ltd. | 89,642 | $3.31M | 0.02% | +2,871+3.3% | Added |
| Teachers Retirement System of the State of Kentucky | 89,290 | $3.31M | 0.03% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 90,015 | $3.34M | 0.00% | −803,861−89.9% | Reduced |
| Susquehanna Fundamental Investments, LLC | 90,972 | $3.38M | 0.13% | +90,972 | New |
| Handelsbanken Fonder AB | 91,800 | $3.41M | 0.01% | +700+0.8% | Added |
| Swiss Life Asset Management Ltd | 93,920 | $3.49M | 0.02% | +12,954+16.0% | Added |
| Wedge Capital Management L L P | 94,297 | $3.50M | 0.06% | +13,911+17.3% | Added |
| Axq Capital, LP | 95,559 | $3.55M | 0.46% | +60,897+175.7% | Added |
| Police & Firemen's Retirement System of New Jersey | 95,825 | $3.56M | 0.03% | −4,922−4.9% | Reduced |
| State of New Jersey Common Pension Fund D | 97,400 | $3.61M | 0.01% | −2,206−2.2% | Reduced |
| Capital Investment Counsel, LLC | 99,460 | $3.69M | 0.51% | −933−0.9% | Reduced |
| Kendall Capital Management | 99,860 | $3.71M | 0.76% | −20,845−17.3% | Reduced |
| Fifth Third Bancorp | 100,120 | $3.72M | 0.01% | +98,116+4,896.0% | Added |
| La Banque Postale Asset Management SA | 101,902 | $3.78M | 0.05% | +33,217+48.4% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 102,656 | $3.81M | 0.01% | −81,607−44.3% | Reduced |
| Voya Investment Management LLC | 104,553 | $3.88M | 0.00% | −174,914−62.6% | Reduced |
| BTC Capital Management, Inc. | 106,789 | $3.96M | 0.27% | +34,237+47.2% | Added |
| Squarepoint Ops LLC | 107,030 | $3.97M | 0.01% | −1,255−1.2% | Reduced |
| Susquehanna International Group, LLP | 108,086 | $4.01M | 0.01% | −7,555−6.5% | Reduced |
| Mutual of America Capital Management LLC | 108,567 | $4.03M | 0.05% | −10,681−9.0% | Reduced |
| Qsemble Capital Management, LP | 109,760 | $4.07M | 0.31% | +6,752+6.6% | Added |
| KLP Kapitalforvaltning AS | 110,000 | $4.08M | 0.02% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 111,706 | $4.14M | 0.06% | +106,816+2,184.4% | Added |
| New York State Teachers Retirement System | 113,992 | $4.23M | 0.01% | −18,333−13.9% | Reduced |