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, Q2 2026
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 484
- −55 vs. Q1 2026
- Shares held
- 265.5M
- +3.26M (+1.2%) vs. Q1 2026
- Total value
- $11.6B
- +$1.92B (+19.7%) vs. Q1 2026
- New holders
- 68
- 142 more added
- Sold out
- 123
- 214 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| First Trust Advisors LP | 10,446 | $458.4K | 0.00% | −73,211−87.5% | Reduced |
| Aviva PLC | 10,521 | $461.7K | 0.00% | −260,393−96.1% | Reduced |
| Bleakley Financial Group, LLC | 10,612 | $465.7K | 0.01% | +79+0.8% | Added |
| Cambridge Investment Research Advisors, Inc. | 10,858 | $476.0K | 0.00% | +10,858 | New |
| ProShare Advisors LLC | 11,106 | $487.3K | 0.00% | −258−2.3% | Reduced |
| Brinker Capital Investments, LLC | 11,247 | $493.5K | 0.00% | −10,376−48.0% | Reduced |
| Merit Financial Group, LLC | 11,490 | $504.2K | 0.00% | −2,401−17.3% | Reduced |
| GAMMA Investing LLC | 11,919 | $523.0K | 0.02% | +2,805+30.8% | Added |
| AXS Investments LLC | 12,000 | $526.6K | 0.15% | 00.0% | Unchanged |
| DnB Asset Management AS | 12,210 | $535.8K | 0.00% | −40,786−77.0% | Reduced |
| Everence Capital Management Inc | 12,284 | $539.0K | 0.03% | +6,619+116.8% | Added |
| AIA Group Ltd | 12,326 | $540.9K | 0.01% | 00.0% | Unchanged |
| Fox Run Management, L.L.C. | 12,818 | $562.5K | 0.09% | −11,185−46.6% | Reduced |
| Vann Equity Management LLC | 12,926 | $567.2K | 0.34% | +48+0.4% | Added |
| NBC Securities, Inc. | 13,221 | $580.2K | 0.04% | +2,928+28.4% | Added |
| Highland Capital Management, LLC | 13,418 | $588.8K | 0.03% | +104+0.8% | Added |
| Tudor Investment Corp Et Al | 13,997 | $614.2K | 0.00% | +13,997 | New |
| Machina Capital S.A.S. | 14,234 | $624.6K | 0.10% | +14,234 | New |
| Pathstone Holdings, LLC | 14,744 | $647.0K | 0.00% | −5,425−26.9% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $648.2K | 0.01% | 00.0% | Unchanged |
| Caisse des Depots Et Consignations | 16,013 | $702.6K | 0.01% | −118,225−88.1% | Reduced |
| Allspring Global Investments Holdings, LLC | 15,978 | $703.8K | 0.00% | −9,772−37.9% | Reduced |
| Greenleaf Trust | 17,559 | $770.5K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 17,650 | $774.5K | 0.00% | −5,354−23.3% | Reduced |
| Centiva Capital, LP | 18,332 | $804.4K | 0.03% | +18,332 | New |
| denkapparat Operations GmbH | 18,636 | $817.7K | 0.27% | +8,844+90.3% | Added |
| Rodgers Brothers Inc. | 19,000 | $833.7K | 0.08% | 00.0% | Unchanged |
| Swiss Life Asset Management Ltd | 19,143 | $840.0K | 0.00% | −74,777−79.6% | Reduced |
| Gamco Investors, Inc. Et Al | 19,678 | $863.5K | 0.01% | +1,672+9.3% | Added |
| Empowered Funds, LLC | 19,909 | $873.6K | 0.00% | +6,655+50.2% | Added |
| Prelude Capital Management, LLC | 20,111 | $882.5K | 0.06% | +111+0.6% | Added |
| Graham Capital Management, L.P. | 20,314 | $891.4K | 0.02% | −99,111−83.0% | Reduced |
| Water Island Capital LLC | 20,701 | $908.4K | 0.10% | +20,701 | New |
| Crossmark Global Holdings, Inc. | 20,795 | $912.5K | 0.01% | 00.0% | Unchanged |
| Vident Advisory, LLC | 20,905 | $917.3K | 0.01% | −17,435−45.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,144 | $927.8K | 0.00% | −5,306−20.1% | Reduced |
| CI Private Wealth, LLC | 21,516 | $944.1K | 0.00% | −12,485−36.7% | Reduced |
| Tower Research Capital LLC (TRC) | 21,538 | $945.1K | 0.02% | +8,214+61.6% | Added |
| Dockside LLC | 21,752 | $954.5K | 0.22% | +21,752 | New |
| Frec Markets, Inc. | 21,917 | $961.7K | 0.09% | +14,095+180.2% | Added |
| HighTower Advisors, LLC | 22,853 | $1.00M | 0.00% | −2,918−11.3% | Reduced |
| Securian Asset Management, Inc | 20,761 | $1.02M | 0.04% | −120−0.6% | Reduced |
| Brown Advisory Inc | 23,619 | $1.04M | 0.00% | −32,126−57.6% | Reduced |
| Bokf, NA | 24,003 | $1.05M | 0.01% | −727−2.9% | Reduced |
| Ritholtz Wealth Management | 24,006 | $1.05M | 0.02% | −770−3.1% | Reduced |
| Ofi Invest Asset Management | 24,248 | $1.06M | 0.01% | +13,233+120.1% | Added |
| Oak Thistle LLC | 24,858 | $1.09M | 0.11% | −155,341−86.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,614 | $1.11M | 0.00% | −13,390−36.2% | Reduced |
| BNP Paribas Arbitrage, SA | 25,942 | $1.14M | 0.00% | −225,530−89.7% | Reduced |
| Nomura Asset Management Co Ltd | 25,959 | $1.14M | 0.00% | −94,242−78.4% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 26,078 | $1.14M | 0.02% | +26,078 | New |
| Creative Planning | 26,084 | $1.14M | 0.00% | −455−1.7% | Reduced |
| The PNC Financial Services Group, Inc. | 26,259 | $1.15M | 0.00% | +1,005+4.0% | Added |
| Jefferies Financial Group Inc. | 26,600 | $1.17M | 0.01% | −13,400−33.5% | Reduced |
| Jones Financial Companies LLLP | 26,544 | $1.17M | 0.00% | +14,148+114.1% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.18M | 0.00% | 00.0% | Unchanged |
| Virtu Financial LLC | 27,001 | $1.19M | 0.04% | +8,636+47.0% | Added |
| Hillsdale Investment Management Inc. | 27,200 | $1.19M | 0.03% | +27,200 | New |
| State of Alaska, Department of Revenue | 27,584 | $1.21M | 0.01% | −295−1.1% | Reduced |
| Federated Hermes, Inc. | 27,588 | $1.21M | 0.00% | −760,186−96.5% | Reduced |
| Cetera Investment Advisers | 28,861 | $1.27M | 0.00% | +1,762+6.5% | Added |
| Legacy Wealth Management, LLC | 29,240 | $1.28M | 0.33% | −10,000−25.5% | Reduced |
| Nisa Investment Advisors, LLC | 29,629 | $1.30M | 0.00% | −2,799−8.6% | Reduced |
| Mercer Global Advisors Inc | 30,636 | $1.34M | 0.00% | −25,831−45.7% | Reduced |
| Fieldview Capital Management, LLC | 31,453 | $1.38M | 0.39% | +31,453 | New |
| Integrated Advisors Network LLC | 31,648 | $1.39M | 0.06% | +610+2.0% | Added |
| Toroso Investments, LLC | 31,661 | $1.39M | 0.00% | +709+2.3% | Added |
| Allianz Asset Management GmbH | 31,833 | $1.40M | 0.00% | −20,370−39.0% | Reduced |
| Pacer Advisors, Inc. | 31,901 | $1.40M | 0.00% | −15,763−33.1% | Reduced |
| Cerity Partners LLC | 31,907 | $1.40M | 0.00% | −19,667−38.1% | Reduced |
| Teacher Retirement System of Texas | 32,909 | $1.44M | 0.00% | +32,909 | New |
| ExodusPoint Capital Management, LP | 32,938 | $1.45M | 0.01% | −55,187−62.6% | Reduced |
| Icon Advisers Inc | 33,500 | $1.47M | 0.28% | −3,200−8.7% | Reduced |
| Janney Montgomery Scott LLC | 34,338 | $1.51M | 0.00% | +6,038+21.3% | Added |
| Mesirow Financial Investment Management, Inc. | 34,414 | $1.51M | 0.02% | +268+0.8% | Added |
| CAPROCK Group, Inc. | 34,873 | $1.53M | 0.03% | +34,873 | New |
| Caxton Associates LLP | 35,692 | $1.57M | 0.03% | +35,692 | New |
| Summit Trail Advisors, LLC | 36,051 | $1.58M | 0.02% | +13,901+62.8% | Added |
| EJF Capital LLC | 37,400 | $1.64M | 1.10% | 00.0% | Unchanged |
| M&T Bank Corp | 37,786 | $1.66M | 0.00% | −1,681−4.3% | Reduced |
| XTX Topco Ltd | 37,956 | $1.67M | 0.02% | −196,511−83.8% | Reduced |
| Engineers Gate Manager LP | 38,750 | $1.70M | 0.02% | −637,263−94.3% | Reduced |
| Neuberger Berman Group LLC | 39,315 | $1.73M | 0.00% | −1,856−4.5% | Reduced |
| Pinnacle Associates Ltd | 40,195 | $1.76M | 0.02% | +1,136+2.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,310 | $1.77M | 0.03% | −149−0.4% | Reduced |
| Board of the Pension Protection Fund | 40,800 | $1.79M | 1.70% | +6,200+17.9% | Added |
| Mariner, LLC | 40,863 | $1.79M | 0.00% | −7,485−15.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,242 | $1.81M | 0.01% | −1,362−3.2% | Reduced |
| Deutsche Bank AG | 41,931 | $1.84M | 0.00% | −655,950−94.0% | Reduced |
| Utah Retirement Systems | 42,471 | $1.86M | 0.02% | −3,960−8.5% | Reduced |
| JustInvest LLC | 43,735 | $1.92M | 0.02% | +4,688+12.0% | Added |
| Pictet Asset Management Holding SA | 43,879 | $1.93M | 0.00% | −292,393−87.0% | Reduced |
| Victory Capital Management Inc | 45,403 | $1.99M | 0.00% | −82,447−64.5% | Reduced |
| Catalyst Funds Management Pty Ltd | 45,601 | $2.00M | 0.11% | +38,259+521.1% | Added |
| Brevan Howard Capital Management LP | 46,128 | $2.02M | 0.03% | −17,085−27.0% | Reduced |
| American Century Companies Inc | 47,504 | $2.08M | 0.00% | +137+0.3% | Added |
| Voya Investment Management LLC | 47,700 | $2.09M | 0.00% | −56,853−54.4% | Reduced |
| Ethic Inc. | 48,097 | $2.11M | 0.03% | +9,633+25.0% | Added |
| Man Group plc | 48,328 | $2.12M | 0.00% | −142,377−74.7% | Reduced |
| Xponance, Inc. | 49,616 | $2.18M | 0.01% | −36,714−42.5% | Reduced |