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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Macquarie Group Ltd | 61,319 | $2.28M | 0.01% | +6,382+11.6% | Added |
| New Mexico Educational Retirement Board | 61,100 | $2.27M | 0.07% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 58,135 | $2.16M | 0.03% | +1,200+2.1% | Added |
| Freestone Grove Partners LP | 56,632 | $2.10M | 0.02% | −87,002−60.6% | Reduced |
| Mercer Global Advisors Inc | 56,467 | $2.10M | 0.00% | −54,667−49.2% | Reduced |
| Searle & Co. | 55,967 | $2.08M | 0.52% | −1,500−2.6% | Reduced |
| Brown Advisory Inc | 55,745 | $2.07M | 0.00% | −239,670−81.1% | Reduced |
| Natixis Advisors, L.P. | 54,014 | $2.00M | 0.00% | −6,264−10.4% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 53,197 | $1.97M | 0.01% | +12,900+32.0% | Added |
| DnB Asset Management AS | 52,996 | $1.97M | 0.01% | −390,930−88.1% | Reduced |
| JPL Wealth Management, LLC | 52,542 | $1.95M | 0.45% | −1,781−3.3% | Reduced |
| Allianz Asset Management GmbH | 52,203 | $1.94M | 0.00% | −294,347−84.9% | Reduced |
| Ameritas Investment Partners, Inc. | 52,190 | $1.94M | 0.06% | −322−0.6% | Reduced |
| Cerity Partners LLC | 51,574 | $1.91M | 0.00% | −17,282−25.1% | Reduced |
| Verition Fund Management LLC | 51,450 | $1.91M | 0.02% | +40,698+378.5% | Added |
| KBC Group NV | 49,751 | $1.85M | 0.00% | −573−1.1% | Reduced |
| Advisory Services Network, LLC | 49,084 | $1.82M | 0.02% | +8,294+20.3% | Added |
| Mariner, LLC | 48,348 | $1.79M | 0.00% | +33,033+215.7% | Added |
| First National Bank of Omaha | 48,255 | $1.79M | 0.06% | −521−1.1% | Reduced |
| TD Asset Management Inc | 48,206 | $1.79M | 0.00% | +3,080+6.8% | Added |
| Pacer Advisors, Inc. | 47,664 | $1.77M | 0.01% | +1,643+3.6% | Added |
| LPL Financial LLC | 47,560 | $1.76M | 0.00% | −1,144−2.3% | Reduced |
| American Century Companies Inc | 47,367 | $1.76M | 0.00% | −332,969−87.5% | Reduced |
| Utah Retirement Systems | 46,431 | $1.72M | 0.02% | −3,262−6.6% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 45,777 | $1.70M | 0.02% | −5,631−11.0% | Reduced |
| Estate Counselors, LLC | 45,487 | $1.69M | 0.15% | +45,487 | New |
| Vise Technologies, Inc. | 34,640 | $1.65M | 0.03% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 44,354 | $1.65M | 0.04% | +36,679+477.9% | Added |
| First National Advisers, LLC | 44,335 | $1.65M | 0.24% | −7,427−14.3% | Reduced |
| Bridgeway Capital Management, LLC | 43,500 | $1.61M | 0.03% | 00.0% | Unchanged |
| Wiley Bros.-Aintree Capital, LLC | 42,604 | $1.56M | 0.01% | −4,653−9.8% | Reduced |
| Neuberger Berman Group LLC | 41,171 | $1.53M | 0.00% | −1,561−3.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,459 | $1.50M | 0.02% | −177−0.4% | Reduced |
| Jefferies Financial Group Inc. | 40,000 | $1.48M | 0.02% | +20,000+100.0% | Added |
| Toronto Dominion Bank | 39,601 | $1.47M | 0.00% | −8,363−17.4% | Reduced |
| British Columbia Investment Management Corp | 39,515 | $1.47M | 0.01% | −13,555−25.5% | Reduced |
| M&T Bank Corp | 39,467 | $1.47M | 0.00% | −4,592−10.4% | Reduced |
| Legacy Wealth Management, LLC | 39,240 | $1.46M | 0.42% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 39,059 | $1.45M | 0.02% | +3,964+11.3% | Added |
| JustInvest LLC | 39,047 | $1.45M | 0.01% | +2,835+7.8% | Added |
| New Vernon Investment Management LLC | 38,710 | $1.44M | 1.53% | −61,639−61.4% | Reduced |
| Ethic Inc. | 38,464 | $1.43M | 0.02% | −12,139−24.0% | Reduced |
| Vident Advisory, LLC | 38,340 | $1.42M | 0.01% | −82,315−68.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 37,004 | $1.40M | 0.00% | +6,529+21.4% | Added |
| EJF Capital LLC | 37,400 | $1.39M | 0.98% | 00.0% | Unchanged |
| PensionDanmark Pensionsforsikringsaktieselskab | 37,200 | $1.38M | 0.01% | +28,530+329.1% | Added |
| Icon Advisers Inc | 36,700 | $1.36M | 0.31% | −2,500−6.4% | Reduced |
| Nissay Asset Management Corp | 36,653 | $1.36M | 0.01% | −1,078−2.9% | Reduced |
| Kepler Cheuvreux (Suisse) SA | 36,397 | $1.35M | 0.09% | −33,431−47.9% | Reduced |
| New York Life Investment Management LLC | 35,485 | $1.32M | 0.01% | +7,068+24.9% | Added |
| Board of the Pension Protection Fund | 34,600 | $1.28M | 1.18% | −100−0.3% | Reduced |
| Mesirow Financial Investment Management, Inc. | 34,146 | $1.27M | 0.02% | +10,313+43.3% | Added |
| CI Private Wealth, LLC | 34,001 | $1.26M | 0.00% | −12,171−26.4% | Reduced |
| OP Asset Management Ltd | 33,179 | $1.23M | 0.01% | −4,035−10.8% | Reduced |
| Cresset Asset Management, LLC | 32,729 | $1.21M | 0.01% | −116−0.4% | Reduced |
| Nisa Investment Advisors, LLC | 32,428 | $1.20M | 0.00% | −907−2.7% | Reduced |
| Richard Bernstein Advisors LLC | 32,152 | $1.19M | 0.03% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.18M | 0.01% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 31,038 | $1.15M | 0.06% | −811−2.5% | Reduced |
| Toroso Investments, LLC | 30,952 | $1.15M | 0.00% | +9,069+41.4% | Added |
| Clearstead Advisors, LLC | 30,648 | $1.14M | 0.01% | +4,722+18.2% | Added |
| Ostrum Asset Management | 30,567 | $1.13M | 0.06% | +28,007+1,094.0% | Added |
| CWM, LLC | 29,852 | $1.11M | 0.00% | +12,542+72.5% | Added |
| Equitable Holdings, Inc. | 23,004 | $1.10M | 0.01% | +8,776+61.7% | Added |
| Janney Montgomery Scott LLC | 28,300 | $1.05M | 0.00% | +19,383+217.4% | Added |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 28,245 | $1.05M | 0.00% | +28,245 | New |
| State of Alaska, Department of Revenue | 27,879 | $1.03M | 0.01% | −705−2.5% | Reduced |
| Gsa Capital Partners LLP | 27,138 | $1.01M | 0.06% | +27,138 | New |
| Cetera Investment Advisers | 27,099 | $1.01M | 0.00% | −7,890−22.5% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $995.0K | 0.00% | 00.0% | Unchanged |
| Creative Planning | 26,539 | $984.9K | 0.00% | +11,896+81.2% | Added |
| Federation des caisses Desjardins du Quebec | 26,450 | $982.1K | 0.00% | +919+3.6% | Added |
| Allspring Global Investments Holdings, LLC | 25,750 | $968.7K | 0.00% | −1,160,877−97.8% | Reduced |
| HighTower Advisors, LLC | 25,771 | $956.4K | 0.00% | −5,850−18.5% | Reduced |
| Daiwa Securities Group Inc. | 25,593 | $949.8K | 0.00% | +200+0.8% | Added |
| Credit Agricole S A | 25,287 | $938.4K | 0.00% | +110+0.4% | Added |
| The PNC Financial Services Group, Inc. | 25,254 | $937.2K | 0.00% | −12,206−32.6% | Reduced |
| Candriam Luxembourg S.C.A. | 25,218 | $935.8K | 0.00% | −2,699−9.7% | Reduced |
| National Pension Service | 24,885 | $923.5K | 0.00% | −533,897−95.5% | Reduced |
| Ritholtz Wealth Management | 24,776 | $919.5K | 0.02% | +190+0.8% | Added |
| Bokf, NA | 24,730 | $917.7K | 0.01% | +8,306+50.6% | Added |
| Alyeska Investment Group, L.P. | 24,049 | $892.5K | 0.00% | +24,049 | New |
| Diversified Trust Co | 23,145 | $858.9K | 0.02% | −19,032−45.1% | Reduced |
| Fox Run Management, L.L.C. | 24,003 | $855.7K | 0.15% | +7,884+48.9% | Added |
| Skopos Labs, Inc. | 22,832 | $847.3K | 0.03% | +14,684+180.2% | Added |
| Summit Trail Advisors, LLC | 22,150 | $822.0K | 0.01% | +5,675+34.4% | Added |
| Commerzbank Aktiengesellschaft | 22,123 | $821.0K | 0.02% | +12,249+124.1% | Added |
| Gulf International Bank (UK) Ltd | 21,994 | $816.0K | 0.02% | +6,865+45.4% | Added |
| Brinker Capital Investments, LLC | 21,623 | $802.4K | 0.01% | +535+2.5% | Added |
| Dark Forest Capital Management LP | 21,610 | $801.9K | 0.07% | −17,836−45.2% | Reduced |
| Securian Asset Management, Inc | 20,881 | $774.9K | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,795 | $771.7K | 0.01% | 00.0% | Unchanged |
| Assetmark, Inc | 20,652 | $766.4K | 0.00% | +180+0.9% | Added |
| Avanza Fonder AB | 20,637 | $765.8K | 0.02% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 20,618 | $765.1K | 0.00% | +84+0.4% | Added |
| Investment Management Corp of Ontario | 20,512 | $761.2K | 0.01% | +300+1.5% | Added |
| Bank of Nova Scotia | 20,428 | $758.1K | 0.00% | −24,579−54.6% | Reduced |
| Pathstone Holdings, LLC | 20,169 | $748.5K | 0.00% | +2,779+16.0% | Added |
| Prelude Capital Management, LLC | 20,000 | $742.2K | 0.06% | −3,871−16.2% | Reduced |
| Illinois Municipal Retirement Fund | 19,442 | $721.5K | 0.01% | −19,472−50.0% | Reduced |