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 |
|---|---|---|---|---|---|
| Mn Services Vermogensbeheer B.V. | 116,285 | $4.32M | 0.03% | 00.0% | Unchanged |
| Quantbot Technologies LP | 117,999 | $4.38M | 0.18% | +75,608+178.4% | Added |
| APG Asset Management N.V. | 137,049 | $4.41M | 0.01% | −10,125−6.9% | Reduced |
| State of Tennessee, Treasury Department | 119,346 | $4.43M | 0.01% | 00.0% | Unchanged |
| Graham Capital Management, L.P. | 119,425 | $4.43M | 0.15% | +67,727+131.0% | Added |
| Nomura Asset Management Co Ltd | 120,201 | $4.46M | 0.01% | +1,674+1.4% | Added |
| Asset Management One Co.,Ltd. | 120,304 | $4.46M | 0.01% | −464−0.4% | Reduced |
| Treasurer of the State of North Carolina | 122,268 | $4.54M | 0.01% | −3,711−2.9% | Reduced |
| Royal London Asset Management Ltd | 125,807 | $4.67M | 0.01% | −4,454−3.4% | Reduced |
| Victory Capital Management Inc | 127,850 | $4.74M | 0.00% | −33,783−20.9% | Reduced |
| Tredje AP-fonden | 128,641 | $4.77M | 0.03% | +81,753+174.4% | Added |
| Caisse des Depots Et Consignations | 134,238 | $4.98M | 0.08% | 00.0% | Unchanged |
| FORA Capital, LLC | 134,898 | $5.01M | 0.37% | +134,898 | New |
| Jacobs Levy Equity Management, Inc | 136,228 | $5.06M | 0.02% | +136,228 | New |
| Amalgamated Bank | 137,000 | $5.08M | 0.04% | −2,338−1.7% | Reduced |
| Twinbeech Capital LP | 137,510 | $5.10M | 0.53% | +130,610+1,892.9% | Added |
| HRT Financial LP | 137,568 | $5.11M | 0.01% | −87,123−38.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 137,503 | $5.22M | 0.01% | −161,251−54.0% | Reduced |
| Vanguard Global Advisers, LLC | 141,239 | $5.24M | 0.00% | +141,239 | New |
| Danske Bank A/S | 144,861 | $5.38M | 0.01% | −18,900−11.5% | Reduced |
| Vanguard Investments Australia, Ltd. | 145,173 | $5.39M | 0.02% | +145,173 | New |
| EFG International AG | 148,593 | $5.51M | 0.12% | −9,697−6.1% | Reduced |
| Intech Investment Management LLC | 149,216 | $5.54M | 0.05% | +2,387+1.6% | Added |
| O'Shaughnessy Asset Management, LLC | 149,586 | $5.55M | 0.03% | −98,283−39.7% | Reduced |
| MetLife Investment Management | 152,291 | $5.65M | 0.03% | −2,447−1.6% | Reduced |
| Prudential Financial Inc | 153,256 | $5.69M | 0.01% | +116,717+319.4% | Added |
| T. Rowe Price Investment Management, Inc. | 155,366 | $5.77M | 0.00% | −318,375−67.2% | Reduced |
| Oppenheimer Asset Management Inc. | 160,926 | $5.97M | 0.07% | +160,926 | New |
| Capital International Inc | 162,884 | $6.04M | 0.05% | +60,983+59.8% | Added |
| Citigroup Inc | 168,470 | $6.25M | 0.00% | −230,106−57.7% | Reduced |
| Foster & Motley Inc | 171,571 | $6.37M | 0.33% | −5,795−3.3% | Reduced |
| Sit Investment Associates Inc | 171,850 | $6.38M | 0.13% | +169,400+6,914.3% | Added |
| Standard Life Aberdeen plc | 176,973 | $6.57M | 0.01% | +5,253+3.1% | Added |
| Oak Thistle LLC | 180,199 | $6.69M | 0.65% | +140,970+359.4% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 182,275 | $6.76M | 0.02% | −118,424−39.4% | Reduced |
| SEB Asset Management AB | 183,107 | $6.80M | 0.03% | +183,107 | New |
| Man Group plc | 190,705 | $7.08M | 0.01% | −156,935−45.1% | Reduced |
| Jump Financial, LLC | 193,675 | $7.19M | 0.11% | +181,685+1,515.3% | Added |
| Winton Group Ltd | 195,985 | $7.27M | 0.26% | +181,985+1,299.9% | Added |
| State of Wisconsin Investment Board | 196,239 | $7.28M | 0.02% | +22,217+12.8% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 198,213 | $7.36M | 0.01% | −20,777−9.5% | Reduced |
| Troluce Capital Advisors LLC | 200,000 | $7.42M | 0.79% | +200,000 | New |
| Quantinno Capital Management LP | 201,321 | $7.47M | 0.01% | +116,563+137.5% | Added |
| Gillson Capital LP | 210,000 | $7.79M | 0.64% | +210,000 | New |
| Lighthouse Investment Partners, LLC | 212,638 | $7.89M | 0.30% | +212,638 | New |
| Stifel Financial Corp | 218,038 | $8.09M | 0.01% | +101,842+87.6% | Added |
| LSV Asset Management | 219,000 | $8.13M | 0.02% | −3,300−1.5% | Reduced |
| XTX Topco Ltd | 234,467 | $8.70M | 0.15% | +212,220+953.9% | Added |
| Korea Investment CORP | 234,591 | $8.71M | 0.02% | −9,700−4.0% | Reduced |
| Great West Life Assurance Co | 237,696 | $8.83M | 0.02% | −2,631−1.1% | Reduced |
| BNP Paribas Arbitrage, SA | 251,472 | $9.33M | 0.01% | +10,923+4.5% | Added |
| Basswood Capital Management, L.L.C. | 251,510 | $9.33M | 0.48% | +66,226+35.7% | Added |
| Aviva PLC | 270,914 | $10.1M | 0.02% | +15,605+6.1% | Added |
| Algert Global LLC | 279,150 | $10.4M | 0.16% | +168,710+152.8% | Added |
| State Board of Administration of Florida Retirement System | 283,673 | $10.5M | 0.02% | 00.0% | Unchanged |
| Livforsakringsbolaget Skandia, Omsesidigt | 291,100 | $10.8M | 0.44% | +26,100+9.8% | Added |
| Adage Capital Partners GP, L.L.C. | 300,000 | $11.1M | 0.02% | +300,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309,888 | $11.5M | 0.01% | −2,088−0.7% | Reduced |
| Envestnet Asset Management Inc | 321,494 | $11.9M | 0.00% | +28,601+9.8% | Added |
| Russell Investments Group, Ltd. | 335,357 | $12.1M | 0.01% | +87,086+35.1% | Added |
| Point72 Asset Management, L.P. | 330,624 | $12.3M | 0.02% | +18,040+5.8% | Added |
| New York State Common Retirement Fund | 331,009 | $12.3M | 0.02% | −6,000−1.8% | Reduced |
| Pictet Asset Management Holding SA | 336,272 | $12.5M | 0.01% | +66,009+24.4% | Added |
| Alliancebernstein L.P. | 276,912 | $13.2M | 0.00% | −5,520−2.0% | Reduced |
| Four Tree Island Advisory LLC | 370,478 | $13.7M | 6.94% | +8,899+2.5% | Added |
| South Dakota Investment Council | 377,662 | $14.0M | 0.27% | +58,506+18.3% | Added |
| Barclays PLC | 380,113 | $14.1M | 0.01% | −143,154−27.4% | Reduced |
| Community Trust & Investment Co | 388,401 | $14.4M | 0.78% | +87,018+28.9% | Added |
| Raymond James Financial Inc | 394,328 | $14.6M | 0.00% | −28,717−6.8% | Reduced |
| California Public Employees Retirement System | 405,978 | $15.1M | 0.01% | −24,135−5.6% | Reduced |
| JPMorgan Chase & Co | 471,889 | $16.8M | 0.00% | −566,016−54.5% | Reduced |
| Retirement Systems of Alabama | 457,811 | $17.0M | 0.06% | +113,926+33.1% | Added |
| Bridgewater Associates, LP | 458,416 | $17.0M | 0.08% | −87,825−16.1% | Reduced |
| Tocqueville Asset Management L.P. | 492,952 | $18.3M | 0.27% | +107,195+27.8% | Added |
| Swedbank AB | 506,555 | $18.8M | 0.02% | −3,341−0.7% | Reduced |
| California State Teachers Retirement System | 510,346 | $18.9M | 0.02% | −32,251−5.9% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 532,052 | $19.7M | 0.04% | −83,437−13.6% | Reduced |
| Franklin Resources Inc | 532,796 | $19.8M | 0.00% | +63,188+13.5% | Added |
| SEI Investments Co | 566,394 | $21.0M | 0.02% | −7,584−1.3% | Reduced |
| Vanguard Asset Management, Ltd | 570,853 | $21.2M | 0.02% | +570,853 | New |
| Wells Fargo & Company | 583,428 | $21.7M | 0.00% | +5,092+0.9% | Added |
| Manufacturers Life Insurance Company, The | 627,169 | $23.3M | 0.02% | +104,439+20.0% | Added |
| Close Asset Management Ltd | 634,070 | $23.5M | 0.64% | −226,800−26.3% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 637,076 | $23.6M | 0.02% | −37,217−5.5% | Reduced |
| AustralianSuper Pty Ltd | 653,453 | $24.2M | 0.13% | +14,213+2.2% | Added |
| Storebrand Asset Management AS | 659,969 | $24.5M | 0.07% | −25,329−3.7% | Reduced |
| Ensign Peak Advisors, Inc | 663,288 | $24.6M | 0.05% | +11,900+1.8% | Added |
| Bruni J V & Co | 675,462 | $25.1M | 2.62% | +2550.0% | Added |
| Engineers Gate Manager LP | 676,013 | $25.1M | 0.31% | +344,474+103.9% | Added |
| Fiera Capital Corp | 694,016 | $25.8M | 0.09% | +10,316+1.5% | Added |
| Deutsche Bank AG | 697,881 | $25.9M | 0.01% | −90,632−11.5% | Reduced |
| Federated Hermes, Inc. | 787,774 | $29.2M | 0.05% | −1,339,549−63.0% | Reduced |
| Amundi | 798,857 | $29.6M | 0.01% | −188,161−19.1% | Reduced |
| Swiss National Bank | 841,000 | $31.2M | 0.02% | +20,200+2.5% | Added |
| Rhumbline Advisers | 851,606 | $31.6M | 0.03% | −10,504−1.2% | Reduced |
| HSBC Holdings PLC | 873,962 | $32.4M | 0.02% | +47,920+5.8% | Added |
| Bank of America Corp | 889,016 | $33.0M | 0.00% | +121,261+15.8% | Added |
| Robeco Institutional Asset Management B.V. | 902,007 | $33.5M | 0.05% | −429,603−32.3% | Reduced |
| Lazard Asset Management LLC | 902,568 | $33.5M | 0.06% | +181,990+25.3% | Added |
| Ci Investments Inc. | 970,137 | $36.0M | 0.17% | −24,196−2.4% | Reduced |