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 |
|---|---|---|---|---|---|
| AQR Capital Management LLC | 1,011,305 | $36.7M | 0.02% | −87,734−8.0% | Reduced |
| PFA Pension, Forsikringsaktieselskab | 1,022,919 | $38.0M | 0.11% | −566−0.1% | Reduced |
| Worldquant Millennium Advisors LLC | 1,033,574 | $38.4M | 0.15% | +575,934+125.8% | Added |
| Legal & General Group Plc | 1,324,435 | $49.1M | 0.01% | −105,056−7.3% | Reduced |
| Acadian Asset Management LLC | 1,469,425 | $54.5M | 0.08% | +287,032+24.3% | Added |
| Ameriprise Financial Inc | 1,616,744 | $60.0M | 0.01% | +416,978+34.8% | Added |
| TCW Group Inc | 1,628,169 | $60.4M | 0.45% | +318,307+24.3% | Added |
| Vanguard Fiduciary Trust Co | 1,801,134 | $66.8M | 0.02% | +1,801,134 | New |
| Jane Street Group, LLC | 1,846,418 | $68.5M | 0.07% | +1,458,825+376.4% | Added |
| Nuveen, LLC | 1,908,209 | $70.8M | 0.02% | +58,225+3.1% | Added |
| UBS Group AG | 1,927,350 | $71.5M | 0.01% | +918,558+91.1% | Added |
| Principal Financial Group Inc | 1,955,557 | $72.6M | 0.04% | −103,833−5.0% | Reduced |
| Marshall Wace, LLP | 2,021,093 | $75.0M | 0.08% | +2,021,093 | New |
| Algebris (UK) Ltd | 2,037,737 | $75.5M | 5.46% | +743,798+57.5% | Added |
| UBS Asset Management Americas Inc | 2,061,882 | $76.5M | 0.02% | +165,993+8.8% | Added |
| Charles Schwab Investment Management Inc | 2,089,770 | $77.6M | 0.01% | +96,451+4.8% | Added |
| FMR LLC | 2,149,865 | $79.8M | 0.00% | −696,222−24.5% | Reduced |
| D. E. Shaw & Co., Inc. | 2,201,064 | $81.7M | 0.06% | +581,362+35.9% | Added |
| Woodline Partners LP | 2,230,326 | $82.8M | 0.31% | +325,886+17.1% | Added |
| Bank of New York Mellon Corp | 2,442,698 | $90.6M | 0.02% | −500,976−17.0% | Reduced |
| Nordea Investment Management AB | 2,661,117 | $95.2M | 0.09% | −1,306,868−32.9% | Reduced |
| Millennium Management LLC | 2,598,051 | $96.4M | 0.07% | +1,457,716+127.8% | Added |
| Goldman Sachs Group Inc | 2,976,024 | $110.4M | 0.01% | +1,135,319+61.7% | Added |
| Morgan Stanley | 3,060,459 | $113.6M | 0.01% | −189,840−5.8% | Reduced |
| Citadel Advisors LLC | 3,137,357 | $116.4M | 0.08% | +2,083,297+197.6% | Added |
| Invesco Ltd. | 3,525,676 | $130.8M | 0.01% | −1,066,732−23.2% | Reduced |
| Northern Trust Corp | 3,831,882 | $142.2M | 0.02% | −48,187−1.2% | Reduced |
| Dimensional Fund Advisors LP | 3,856,717 | $143.1M | 0.03% | +429,621+12.5% | Added |
| Massachusetts Financial Services Co | 3,991,113 | $148.9M | 0.05% | −831,795−17.2% | Reduced |
| Conifer Management, L.L.C. | 4,200,000 | $155.9M | 29.75% | 00.0% | Unchanged |
| Pzena Investment Management LLC | 4,464,347 | $165.7M | 0.54% | +138,999+3.2% | Added |
| Bank of Montreal | 4,905,475 | $182.0M | 0.08% | +2,480,652+102.3% | Added |
| Thornburg Investment Management Inc | 4,994,205 | $185.3M | 1.92% | +104,475+2.1% | Added |
| Geode Capital Management, LLC | 5,854,515 | $216.7M | 0.01% | −501,243−7.9% | Reduced |
| Diamond Hill Capital Management Inc | 7,192,046 | $266.9M | 1.67% | +2,897,402+67.5% | Added |
| Wellington Management Group LLP | 8,261,348 | $306.6M | 0.06% | −43,295−0.5% | Reduced |
| Capital International Investors | 10,429,923 | $387.1M | 0.09% | −3,115,705−23.0% | Reduced |
| State Street Corp | 11,981,175 | $444.6M | 0.02% | −252,092−2.1% | Reduced |
| Vanguard Capital Management LLC | 12,632,922 | $468.8M | 0.01% | +12,632,922 | New |
| Vanguard Portfolio Management LLC | 14,625,529 | $542.8M | 0.03% | +14,625,529 | New |
| Price T Rowe Associates Inc | 17,525,534 | $650.4M | 0.08% | +267,410+1.5% | Added |
| Canada Pension Plan Investment Board | 18,218,634 | $676.1M | 0.44% | −1,065,419−5.5% | Reduced |
| BlackRock, Inc. | 27,321,760 | $1.01B | 0.02% | +6,0210.0% | Added |
| Boston Partners | 0 | $0 | 0.00% | −3,554,613−100.0% | Sold out |
| London Co of Virginia | 0 | $0 | 0.00% | −970,930−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −668,146−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −494,548−100.0% | Sold out |
| HG Vora Capital Management, LLC | 0 | $0 | 0.00% | −400,000−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −323,978−100.0% | Sold out |
| Tudor Investment Corp Et Al | 0 | $0 | 0.00% | −258,692−100.0% | Sold out |
| CBOE Vest Financial, LLC | 0 | $0 | 0.00% | −236,225−100.0% | Sold out |
| Skandinaviska Enskilda Banken AB (publ) | 0 | $0 | 0.00% | −155,305−100.0% | Sold out |
| Jessup Wealth Management, Inc | 0 | $0 | 0.00% | −143,071−100.0% | Sold out |
| Benson Investment Management Company, Inc. | 0 | $0 | 0.00% | −120,375−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −113,185−100.0% | Sold out |
| Smith Asset Management Co., LLC | 0 | $0 | 0.00% | −82,004−100.0% | Sold out |
| NFC Investments, LLC | 0 | $0 | 0.00% | −75,300−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −50,269−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −45,000−100.0% | Sold out |
| U.S. Capital Wealth Advisors, LLC | 0 | $0 | 0.00% | −43,095−100.0% | Sold out |
| CAPROCK Group, Inc. | 0 | $0 | 0.00% | −41,285−100.0% | Sold out |
| Munich Reinsurance Co Stock Corp in Munich | 0 | $0 | 0.00% | −39,595−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −38,049−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −35,759−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −34,842−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,019−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −26,064−100.0% | Sold out |
| Susquehanna Portfolio Strategies, LLC | 0 | $0 | 0.00% | −25,795−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −25,518−100.0% | Sold out |
| Capital Insight Partners, LLC | 0 | $0 | 0.00% | −21,296−100.0% | Sold out |
| Polymer Capital Management (US) LLC | 0 | $0 | 0.00% | −14,537−100.0% | Sold out |
| Rakuten Investment Management, Inc. | 0 | $0 | 0.00% | −12,689−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −12,539−100.0% | Sold out |
| Baader Bank INC | 0 | $0 | 0.00% | −10,317−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −10,000−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −9,953−100.0% | Sold out |
| Numerai GP LLC | 0 | $0 | 0.00% | −9,790−100.0% | Sold out |
| Cynosure Management, LLC | 0 | $0 | 0.00% | −9,205−100.0% | Sold out |
| Fieldview Capital Management, LLC | 0 | $0 | 0.00% | −8,668−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −8,059−100.0% | Sold out |
| Mediolanum International Funds Ltd | 0 | $0 | 0.00% | −7,892−100.0% | Sold out |
| RMB Capital Management, LLC | 0 | $0 | 0.00% | −7,389−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −7,070−100.0% | Sold out |
| Seeds Investor LLC | 0 | $0 | 0.00% | −6,743−100.0% | Sold out |
| Ashton Thomas Private Wealth, LLC | 0 | $0 | 0.00% | −5,860−100.0% | Sold out |
| Callan Family Office, LLC | 0 | $0 | 0.00% | −5,844−100.0% | Sold out |
| Atria Investments LLC | 0 | $0 | 0.00% | −5,817−100.0% | Sold out |
| Headlands Technologies LLC | 0 | $0 | 0.00% | −5,533−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −5,520−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −5,517−100.0% | Sold out |
| Net Worth Advisory Group | 0 | $0 | 0.00% | −5,376−100.0% | Sold out |
| Laird Norton Trust Company, LLC | 0 | $0 | 0.00% | −5,305−100.0% | Sold out |
| UniSuper Management Pty Ltd | 0 | $0 | 0.00% | −5,300−100.0% | Sold out |
| Kathmere Capital Management, LLC | 0 | $0 | 0.00% | −5,282−100.0% | Sold out |
| Snowden Capital Advisors LLC | 0 | $0 | 0.00% | −5,070−100.0% | Sold out |
| Union Bancaire Privee, UBP SA | 0 | $0 | 0.00% | −5,760−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −4,815−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −4,622−100.0% | Sold out |
| Resources Investment Advisors, LLC. | 0 | $0 | 0.00% | −4,459−100.0% | Sold out |
| Elevated Financial Group LLC | 0 | $0 | 0.00% | −4,383−100.0% | Sold out |