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 |
|---|---|---|---|---|---|
| Lecap Asset Management Ltd | 49,629 | $2.18M | 0.93% | +43,859+760.1% | Added |
| Redwood Investment Management, LLC | 49,974 | $2.19M | 0.22% | +49,974 | New |
| Estate Counselors, LLC | 51,641 | $2.27M | 0.19% | +6,154+13.5% | Added |
| Ameritas Investment Partners, Inc. | 51,810 | $2.27M | 0.06% | −380−0.7% | Reduced |
| Royal Bank of Canada | 52,645 | $2.31M | 0.00% | −30,027−36.3% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 52,769 | $2.32M | 0.00% | −145,444−73.4% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.38M | 0.00% | 00.0% | Unchanged |
| Searle & Co. | 57,467 | $2.52M | 0.57% | +1,500+2.7% | Added |
| New Vernon Investment Management LLC | 58,065 | $2.55M | 3.12% | +19,355+50.0% | Added |
| Oregon Public Employees Retirement Fund | 58,235 | $2.56M | 0.03% | +100+0.2% | Added |
| Balyasny Asset Management LLC | 58,248 | $2.56M | 0.00% | +58,248 | New |
| LPL Financial LLC | 58,550 | $2.57M | 0.00% | +10,990+23.1% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,087 | $2.59M | 0.00% | −577,989−90.7% | Reduced |
| Virginia Retirement Systems Et Al | 59,400 | $2.61M | 0.02% | +59,400 | New |
| New Mexico Educational Retirement Board | 61,100 | $2.68M | 0.07% | 00.0% | Unchanged |
| Thrivent Financial for Lutherans | 63,047 | $2.77M | 0.00% | −1,315−2.0% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,327 | $2.78M | 0.03% | −141−0.2% | Reduced |
| Baird Financial Group, Inc. | 63,959 | $2.81M | 0.00% | −5,003−7.3% | Reduced |
| State of Michigan Retirement System | 65,800 | $2.89M | 0.01% | −6,486−9.0% | Reduced |
| KLP Kapitalforvaltning AS | 66,500 | $2.92M | 0.01% | −43,500−39.5% | Reduced |
| SG Americas Securities, LLC | 66,837 | $2.93M | 0.00% | −23,178−25.7% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 67,325 | $2.95M | 0.01% | +67,325 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,396 | $2.96M | 0.01% | −3,586−5.1% | Reduced |
| Lighthouse Investment Partners, LLC | 67,505 | $2.96M | 0.09% | −145,133−68.3% | Reduced |
| DRW Securities, LLC | 67,989 | $2.98M | 0.18% | +67,989 | New |
| Allstate Corp | 69,386 | $3.04M | 0.03% | −13,275−16.1% | Reduced |
| Capstone Investment Advisors, LLC | 70,000 | $3.07M | 0.02% | +70,000 | New |
| Toronto Dominion Bank | 70,492 | $3.09M | 0.01% | +30,891+78.0% | Added |
| Connor, Clark & Lunn Investment Management Ltd. | 75,493 | $3.31M | 0.01% | −27,163−26.5% | Reduced |
| Weiss Asset Management LP | 75,840 | $3.33M | 0.04% | +75,840 | New |
| Mitsubishi UFJ Trust & Banking Corp | 76,118 | $3.34M | 0.01% | −106,157−58.2% | Reduced |
| Rockefeller Capital Management L.P. | 76,883 | $3.37M | 0.01% | −1,679−2.1% | Reduced |
| Arizona State Retirement System | 77,644 | $3.41M | 0.02% | −214−0.3% | Reduced |
| Public Employees Retirement System of Ohio | 79,746 | $3.50M | 0.01% | −3,382−4.1% | Reduced |
| Vanguard Investments Australia, Ltd. | 80,930 | $3.55M | 0.01% | −64,243−44.3% | Reduced |
| Yousif Capital Management, LLC | 81,169 | $3.56M | 0.04% | −5,771−6.6% | Reduced |
| Louisiana State Employees Retirement System | 82,400 | $3.62M | 0.05% | +300+0.4% | Added |
| Wedge Capital Management L L P | 82,636 | $3.63M | 0.06% | −11,661−12.4% | Reduced |
| Citigroup Inc | 83,218 | $3.65M | 0.00% | −85,252−50.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 85,898 | $3.77M | 0.02% | +67,019+355.0% | Added |
| LMR Partners LLP | 86,876 | $3.81M | 0.03% | +86,876 | New |
| Winton Group Ltd | 87,200 | $3.83M | 0.12% | −108,785−55.5% | Reduced |
| Handelsbanken Fonder AB | 89,100 | $3.91M | 0.01% | −2,700−2.9% | Reduced |
| Teachers Retirement System of the State of Kentucky | 89,290 | $3.92M | 0.03% | 00.0% | Unchanged |
| Gabelli Funds LLC | 90,205 | $3.96M | 0.03% | +9,530+11.8% | Added |
| State of New Jersey Common Pension Fund D | 92,180 | $4.04M | 0.01% | −5,220−5.4% | Reduced |
| SummitTX Capital, L.P. | 96,135 | $4.22M | 0.11% | +96,135 | New |
| Fifth Third Bancorp | 96,709 | $4.24M | 0.01% | −3,411−3.4% | Reduced |
| Kendall Capital Management | 96,775 | $4.25M | 0.71% | −3,085−3.1% | Reduced |
| Dark Forest Capital Management LP | 101,291 | $4.44M | 0.29% | +79,681+368.7% | Added |
| La Banque Postale Asset Management SA | 101,902 | $4.47M | 0.04% | 00.0% | Unchanged |
| SEB Asset Management AB | 104,192 | $4.57M | 0.02% | −78,915−43.1% | Reduced |
| Mutual of America Capital Management LLC | 104,542 | $4.59M | 0.04% | −4,025−3.7% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 106,921 | $4.69M | 0.04% | +11,096+11.6% | Added |
| STRS Ohio | 109,898 | $4.82M | 0.02% | +103,067+1,508.8% | Added |
| BTC Capital Management, Inc. | 110,081 | $4.83M | 0.29% | +3,292+3.1% | Added |
| Natixis Advisors, L.P. | 110,155 | $4.83M | 0.01% | +56,141+103.9% | Added |
| Hantz Financial Services, Inc. | 113,811 | $4.99M | 0.07% | +2,105+1.9% | Added |
| Royal London Asset Management Ltd | 115,216 | $5.06M | 0.01% | −10,591−8.4% | Reduced |
| State of Tennessee, Treasury Department | 117,235 | $5.14M | 0.02% | −2,111−1.8% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,763 | $5.17M | 0.01% | −414,289−77.9% | Reduced |
| Treasurer of the State of North Carolina | 119,148 | $5.23M | 0.01% | −3,120−2.6% | Reduced |
| New York State Teachers Retirement System | 123,273 | $5.41M | 0.01% | +9,281+8.1% | Added |
| Amundi | 123,616 | $5.42M | 0.00% | −675,241−84.5% | Reduced |
| Continental Advisors LLC | 123,766 | $5.43M | 3.19% | +41,266+50.0% | Added |
| Amalgamated Bank | 128,481 | $5.64M | 0.04% | −8,519−6.2% | Reduced |
| Foster & Motley Inc | 133,308 | $5.85M | 0.27% | −38,263−22.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 133,591 | $5.86M | 0.02% | −2,637−1.9% | Reduced |
| Capital International Inc | 133,966 | $5.88M | 0.04% | −28,918−17.8% | Reduced |
| Kintayl Capital LP | 134,260 | $5.89M | 2.84% | +134,260 | New |
| O'Shaughnessy Asset Management, LLC | 135,858 | $5.96M | 0.03% | −13,728−9.2% | Reduced |
| Vanguard Global Advisers, LLC | 136,101 | $5.97M | 0.00% | −5,138−3.6% | Reduced |
| Quantbot Technologies LP | 139,395 | $6.12M | 0.24% | +21,396+18.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,389 | $6.20M | 0.01% | +3,886+2.8% | Added |
| MetLife Investment Management | 141,410 | $6.21M | 0.03% | −10,881−7.1% | Reduced |
| Franklin Resources Inc | 146,350 | $6.42M | 0.00% | −386,446−72.5% | Reduced |
| Prudential Financial Inc | 148,525 | $6.52M | 0.01% | −4,731−3.1% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 156,199 | $6.85M | 0.14% | +156,199 | New |
| EFG International AG | 158,413 | $6.95M | 0.13% | +9,820+6.6% | Added |
| APG Asset Management N.V. | 183,281 | $7.03M | 0.02% | +46,232+33.7% | Added |
| Oppenheimer Asset Management Inc. | 161,641 | $7.09M | 0.07% | +715+0.4% | Added |
| Jupiter Topco LLC | 162,826 | $7.15M | 0.00% | +162,826 | New |
| New York State Common Retirement Fund | 166,278 | $7.30M | 0.01% | −164,731−49.8% | Reduced |
| Stifel Financial Corp | 179,148 | $7.86M | 0.01% | −38,890−17.8% | Reduced |
| Sit Investment Associates Inc | 181,975 | $7.99M | 0.15% | +10,125+5.9% | Added |
| New York Life Investment Management LLC | 183,046 | $8.03M | 0.06% | +147,561+415.8% | Added |
| Great West Life Assurance Co | 184,819 | $8.11M | 0.01% | −52,877−22.2% | Reduced |
| Russell Investments Group, Ltd. | 189,558 | $8.32M | 0.01% | −145,799−43.5% | Reduced |
| Standard Life Aberdeen plc | 192,191 | $8.43M | 0.01% | +15,218+8.6% | Added |
| Barclays PLC | 195,786 | $8.59M | 0.00% | −184,327−48.5% | Reduced |
| Squarepoint Ops LLC | 205,053 | $9.00M | 0.02% | +98,023+91.6% | Added |
| State of Wisconsin Investment Board | 207,164 | $9.09M | 0.02% | +10,925+5.6% | Added |
| Two Sigma Investments, LP | 210,911 | $9.25M | 0.01% | +147,411+232.1% | Added |
| Philadelphia Financial Management of San Francisco, LLC | 226,030 | $9.92M | 2.72% | +226,030 | New |
| Gillson Capital LP | 232,000 | $10.2M | 0.60% | +22,000+10.5% | Added |
| Alliancebernstein L.P. | 280,808 | $10.4M | 0.00% | +3,896+1.4% | Added |
| Swedbank AB | 254,765 | $11.2M | 0.01% | −251,790−49.7% | Reduced |
| Envestnet Asset Management Inc | 257,501 | $11.3M | 0.00% | −63,993−19.9% | Reduced |
| Quantinno Capital Management LP | 258,842 | $11.4M | 0.01% | +57,521+28.6% | Added |
| State Board of Administration of Florida Retirement System | 260,263 | $11.4M | 0.02% | −23,410−8.3% | Reduced |