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 |
|---|---|---|---|---|---|
| J. Safra Sarasin Holding AG | 19,109 | $708.4K | 0.01% | +290+1.5% | Added |
| Rodgers Brothers Inc. | 19,000 | $705.1K | 0.08% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 18,879 | $700.6K | 0.01% | +14,629+344.2% | Added |
| Virtu Financial LLC | 18,365 | $681.0K | 0.03% | +18,365 | New |
| Gamco Investors, Inc. Et Al | 18,006 | $668.2K | 0.01% | −1,876−9.4% | Reduced |
| Blueshift Asset Management, LLC | 17,921 | $665.0K | 0.20% | +17,921 | New |
| Greenleaf Trust | 17,559 | $651.6K | 0.01% | 00.0% | Unchanged |
| AlphaGrep UK Ltd | 17,150 | $636.4K | 0.19% | +8,701+103.0% | Added |
| CIBC Bancorp USA Inc. | 16,575 | $615.1K | 0.00% | +16,575 | New |
| Nomura Asset Management International Inc. | 16,400 | $609.0K | 0.00% | −5,435−24.9% | Reduced |
| Quarry LP | 15,185 | $563.5K | 0.11% | +13,094+626.2% | Added |
| Omers Administration Corp | 14,842 | $550.8K | 0.00% | +2,797+23.2% | Added |
| Maryland State Retirement & Pension System | 14,771 | $548.2K | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 14,555 | $540.1K | 0.09% | +3,766+34.9% | Added |
| Captrust Financial Advisors | 14,164 | $525.5K | 0.00% | +5,590+65.2% | Added |
| Tokio Marine Asset Management Co Ltd | 14,152 | $525.2K | 0.02% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 13,949 | $517.6K | 0.00% | +5,369+62.6% | Added |
| Merit Financial Group, LLC | 13,891 | $515.5K | 0.00% | +3,270+30.8% | Added |
| Tower Research Capital LLC (TRC) | 13,324 | $494.5K | 0.01% | +2,159+19.3% | Added |
| Highland Capital Management, LLC | 13,314 | $494.1K | 0.03% | +13,314 | New |
| Empowered Funds, LLC | 13,254 | $491.9K | 0.00% | +13,254 | New |
| Integrated Wealth Concepts LLC | 13,164 | $488.5K | 0.00% | +5,430+70.2% | Added |
| Compass Advisory Group LLC | 12,922 | $479.5K | 0.13% | +12,922 | New |
| Vann Equity Management LLC | 12,878 | $477.9K | 0.34% | +12,878 | New |
| Advent International Corp | 12,810 | $475.4K | 0.01% | −521,700−97.6% | Reduced |
| AIA Group Ltd | 12,326 | $457.4K | 0.01% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 12,216 | $453.3K | 0.02% | −399−3.2% | Reduced |
| Siemens Fonds Invest GmbH | 12,103 | $449.1K | 0.03% | −43−0.4% | Reduced |
| Truist Financial Corp | 12,064 | $447.7K | 0.00% | −15,391−56.1% | Reduced |
| AXS Investments LLC | 12,000 | $445.3K | 0.18% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 12,396 | $438.3K | 0.00% | +6,792+121.2% | Added |
| EntryPoint Capital, LLC | 11,484 | $426.2K | 0.12% | +11,484 | New |
| ProShare Advisors LLC | 11,364 | $421.7K | 0.00% | −126−1.1% | Reduced |
| L2 Asset Management, LLC | 11,114 | $412.4K | 0.04% | +2,386+27.3% | Added |
| Ofi Invest Asset Management | 11,015 | $408.8K | 0.01% | +11,015 | New |
| Abn Amro Investment Solutions | 10,704 | $397.2K | 0.01% | −2,767−20.5% | Reduced |
| Apollon Wealth Management, LLC | 10,658 | $395.5K | 0.01% | +2,414+29.3% | Added |
| Saudi Central Bank | 10,576 | $392.5K | 0.01% | +10,576 | New |
| Bleakley Financial Group, LLC | 10,533 | $390.9K | 0.01% | +10,533 | New |
| Mount Lucas Management LP | 10,388 | $385.5K | 0.14% | +522+5.3% | Added |
| Quantitative Investment Management, LLC | 10,377 | $385.0K | 0.04% | −2,557−19.8% | Reduced |
| Fifth Third Wealth Advisors LLC | 10,314 | $382.8K | 0.01% | +696+7.2% | Added |
| NBC Securities, Inc. | 10,293 | $382.0K | 0.03% | −2,056−16.6% | Reduced |
| denkapparat Operations GmbH | 9,792 | $363.4K | 0.15% | +4,894+99.9% | Added |
| Shelton Capital Management | 9,457 | $350.9K | 0.01% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 9,393 | $348.6K | 0.00% | −3,463−26.9% | Reduced |
| HB Wealth Management, LLC | 9,340 | $346.6K | 0.00% | +3,750+67.1% | Added |
| Vontobel Holding Ltd. | 9,326 | $346.1K | 0.00% | 00.0% | Unchanged |
| Prudential PLC | 9,177 | $340.6K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,114 | $338.2K | 0.02% | −192−2.1% | Reduced |
| R Squared Ltd | 8,970 | $332.9K | 0.18% | +3,768+72.4% | Added |
| North Dakota State Investment Board | 8,790 | $326.2K | 0.01% | −1,797−17.0% | Reduced |
| Agf Management Ltd | 8,785 | $326.0K | 0.00% | −18,486−67.8% | Reduced |
| US Bancorp | 8,660 | $321.4K | 0.00% | +8+0.1% | Added |
| Hyperion Capital Advisors LP | 8,611 | $319.6K | 0.15% | +2,550+42.1% | Added |
| Profund Advisors LLC | 8,605 | $319.3K | 0.01% | −12−0.1% | Reduced |
| Applied Finance Capital Management, LLC | 8,594 | $318.9K | 0.02% | +768+9.8% | Added |
| Rothschild Investment LLC | 8,451 | $313.6K | 0.02% | −678−7.4% | Reduced |
| Abel Hall, LLC | 8,338 | $309.4K | 0.07% | +8,338 | New |
| Two Sigma Securities, LLC | 8,197 | $304.2K | 0.04% | +8,197 | New |
| Romano Brothers and Company | 8,175 | $303.4K | 0.03% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 7,829 | $290.5K | 0.01% | −1,208−13.4% | Reduced |
| Frec Markets, Inc. | 7,822 | $290.3K | 0.05% | +7,822 | New |
| E. Ohman J:or Asset Management AB | 7,700 | $285.7K | 0.01% | −5,300−40.8% | Reduced |
| Counterpoint Mutual Funds LLC | 7,644 | $283.7K | 0.04% | +1,346+21.4% | Added |
| QRG Capital Management, Inc. | 7,407 | $274.9K | 0.00% | −9,645−56.6% | Reduced |
| Kestra Investment Management, LLC | 7,395 | $274.4K | 0.00% | −2,982−28.7% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,342 | $272.5K | 0.05% | +7,342 | New |
| Natixis | 7,211 | $267.6K | 0.00% | −47,778−86.9% | Reduced |
| Simplex Trading, LLC | 7,138 | $264.9K | 0.01% | +6,977+4,333.5% | Added |
| Brighton Jones LLC | 7,070 | $262.4K | 0.01% | +7,070 | New |
| Quadrant Capital Group LLC | 7,001 | $259.8K | 0.01% | −63−0.9% | Reduced |
| Great Lakes Advisors, LLC | 6,845 | $254.0K | 0.00% | −90,522−93.0% | Reduced |
| Aigen Investment Management, LP | 6,844 | $254.0K | 0.07% | +6,844 | New |
| STRS Ohio | 6,831 | $253.5K | 0.00% | −371−5.2% | Reduced |
| Mirabella Financial Services LLP | 6,804 | $252.5K | 0.02% | +6,804 | New |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,794 | $252.1K | 0.37% | +6,794 | New |
| BTG Pactual Asset Management US LLC | 6,580 | $244.2K | 0.02% | +2,244+51.8% | Added |
| Ascent Group, LLC | 6,552 | $243.1K | 0.01% | −260−3.8% | Reduced |
| Regions Financial Corp | 6,465 | $239.9K | 0.00% | +321+5.2% | Added |
| We Are One Seven, LLC | 6,319 | $234.5K | 0.00% | +209+3.4% | Added |
| Tributary Capital Management, LLC | 6,135 | $227.7K | 0.02% | −80−1.3% | Reduced |
| CIBC World Markets Inc. | 6,127 | $227.4K | 0.00% | +86+1.4% | Added |
| Coldstream Capital Management Inc | 6,092 | $226.1K | 0.00% | −1,293−17.5% | Reduced |
| nVerses Capital, LLC | 5,970 | $221.5K | 0.20% | +5,970 | New |
| Lecap Asset Management Ltd | 5,770 | $214.1K | 0.08% | −29,135−83.5% | Reduced |
| National Bank of Canada | 5,752 | $213.8K | 0.00% | +724+14.4% | Added |
| Everence Capital Management Inc | 5,665 | $210.0K | 0.01% | −4,045−41.7% | Reduced |
| PEAK6 LLC | 5,655 | $209.9K | 0.01% | +5,655 | New |
| RSM US Wealth Management LLC | 5,627 | $208.8K | 0.00% | −397−6.6% | Reduced |
| Chicago Partners Investment Group LLC | 5,003 | $208.0K | 0.00% | +5,003 | New |
| MML Investors Services, LLC | 5,571 | $206.8K | 0.00% | −3,456−38.3% | Reduced |
| Vestcor Inc | 5,060 | $188.0K | 0.01% | 00.0% | Unchanged |
| Advisor Group Holdings, Inc. | 5,031 | $186.7K | 0.00% | −810−13.9% | Reduced |
| V-Square Quantitative Management LLC | 4,904 | $182.0K | 0.02% | +93+1.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,393 | $163.0K | 0.00% | −7,754−63.8% | Reduced |
| Farther Finance Advisors, LLC | 4,000 | $150.5K | 0.00% | +1,118+38.8% | Added |
| Signaturefd, LLC | 3,907 | $145.0K | 0.00% | −511−11.6% | Reduced |
| Umb Bank N A | 3,904 | $144.9K | 0.00% | +1,087+38.6% | Added |
| Oslo Pensjonsforsikring AS | 3,823 | $141.9K | 0.02% | +3,823 | New |