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 |
|---|---|---|---|---|---|
| Bridgewater Associates, LP | 261,023 | $11.5M | 0.05% | −197,393−43.1% | Reduced |
| Hudson Bay Capital Management LP | 277,992 | $12.2M | 0.06% | +277,992 | New |
| Robeco Institutional Asset Management B.V. | 279,374 | $12.3M | 0.02% | −622,633−69.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 288,000 | $12.6M | 0.43% | −3,100−1.1% | Reduced |
| Susquehanna International Group, LLP | 294,892 | $12.9M | 0.01% | +186,806+172.8% | Added |
| SEI Investments Co | 320,617 | $14.1M | 0.01% | −245,777−43.4% | Reduced |
| California State Teachers Retirement System | 325,268 | $14.3M | 0.01% | −185,078−36.3% | Reduced |
| AQR Capital Management LLC | 337,278 | $14.8M | 0.01% | −674,027−66.6% | Reduced |
| Moore Capital Management, LP | 345,408 | $15.2M | 0.34% | +345,408 | New |
| South Dakota Investment Council | 352,587 | $15.5M | 0.27% | −25,075−6.6% | Reduced |
| Basswood Capital Management, L.L.C. | 361,690 | $15.9M | 0.68% | +110,180+43.8% | Added |
| Point72 Asset Management, L.P. | 372,563 | $16.3M | 0.02% | +41,939+12.7% | Added |
| Raymond James Financial Inc | 376,581 | $16.5M | 0.00% | −17,747−4.5% | Reduced |
| Four Tree Island Advisory LLC | 379,043 | $16.6M | 5.48% | +8,565+2.3% | Added |
| Close Asset Management Ltd | 390,370 | $17.1M | 0.46% | −243,700−38.4% | Reduced |
| Retirement Systems of Alabama | 401,671 | $17.6M | 0.05% | −56,140−12.3% | Reduced |
| California Public Employees Retirement System | 405,258 | $17.8M | 0.01% | −720−0.2% | Reduced |
| Prana Capital Management, LP | 445,828 | $19.6M | 0.60% | +445,828 | New |
| HSBC Holdings PLC | 465,374 | $20.4M | 0.01% | −408,588−46.8% | Reduced |
| Community Trust & Investment Co | 476,885 | $20.9M | 1.08% | +88,484+22.8% | Added |
| Caisse de Depot Et Placement du Quebec | 482,997 | $21.2M | 0.03% | +482,997 | New |
| Tocqueville Asset Management L.P. | 512,957 | $22.5M | 0.30% | +20,005+4.1% | Added |
| Wells Fargo & Company | 531,888 | $23.3M | 0.00% | −51,540−8.8% | Reduced |
| Ameriprise Financial Inc | 532,551 | $23.4M | 0.00% | −1,084,193−67.1% | Reduced |
| Swiss National Bank | 565,200 | $24.8M | 0.01% | −275,800−32.8% | Reduced |
| Storebrand Asset Management AS | 588,797 | $25.8M | 0.06% | −71,172−10.8% | Reduced |
| Ensign Peak Advisors, Inc | 590,435 | $25.9M | 0.04% | −72,853−11.0% | Reduced |
| Millennium Management LLC | 611,226 | $26.8M | 0.02% | −1,986,825−76.5% | Reduced |
| Manufacturers Life Insurance Company, The | 649,646 | $28.5M | 0.02% | +22,477+3.6% | Added |
| Legal & General Group Plc | 684,214 | $30.0M | 0.01% | −640,221−48.3% | Reduced |
| JPMorgan Chase & Co | 689,495 | $31.0M | 0.00% | +217,606+46.1% | Added |
| Vanguard Asset Management, Ltd | 725,081 | $31.8M | 0.02% | +154,228+27.0% | Added |
| Voloridge Investment Management, LLC | 749,733 | $32.9M | 0.14% | +673,908+888.8% | Added |
| Zurich Insurance Group Ltd | 754,713 | $33.1M | 0.23% | +754,713 | New |
| Rhumbline Advisers | 762,284 | $33.4M | 0.03% | −89,322−10.5% | Reduced |
| Bruni J V & Co | 766,929 | $33.7M | 3.07% | +91,467+13.5% | Added |
| Renaissance Technologies LLC | 819,900 | $36.0M | 0.05% | +819,900 | New |
| Lazard Asset Management LLC | 884,177 | $38.8M | 0.06% | −18,391−2.0% | Reduced |
| Bank of America Corp | 942,782 | $41.4M | 0.00% | +53,766+6.0% | Added |
| Ci Investments Inc. | 949,760 | $41.7M | 0.13% | −20,377−2.1% | Reduced |
| UBS Asset Management Americas Inc | 1,051,605 | $46.1M | 0.01% | −1,010,277−49.0% | Reduced |
| Woodline Partners LP | 1,080,780 | $47.4M | 0.15% | −1,149,546−51.5% | Reduced |
| Adage Capital Partners GP, L.L.C. | 1,150,000 | $50.5M | 0.07% | +850,000+283.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,173,049 | $51.5M | 0.02% | +1,093,883+1,381.8% | Added |
| Qube Research & Technologies Ltd | 1,319,494 | $57.9M | 0.06% | +1,319,494 | New |
| Alyeska Investment Group, L.P. | 1,365,626 | $59.9M | 0.15% | +1,341,577+5,578.5% | Added |
| Citadel Advisors LLC | 1,379,294 | $60.5M | 0.03% | −1,758,063−56.0% | Reduced |
| Nordea Investment Management AB | 1,480,717 | $64.8M | 0.05% | −1,180,400−44.4% | Reduced |
| UBS Group AG | 1,791,434 | $78.6M | 0.01% | −135,916−7.1% | Reduced |
| Vanguard Fiduciary Trust Co | 1,806,589 | $79.3M | 0.02% | +5,455+0.3% | Added |
| Algebris (UK) Ltd | 1,957,978 | $85.6M | 5.64% | −79,759−3.9% | Reduced |
| Principal Financial Group Inc | 2,003,499 | $87.9M | 0.04% | +47,942+2.5% | Added |
| D. E. Shaw & Co., Inc. | 2,034,078 | $89.3M | 0.06% | −166,986−7.6% | Reduced |
| Bank of New York Mellon Corp | 2,130,173 | $93.5M | 0.02% | −312,525−12.8% | Reduced |
| Charles Schwab Investment Management Inc | 2,142,804 | $94.0M | 0.01% | +53,034+2.5% | Added |
| Jane Street Group, LLC | 2,263,410 | $99.3M | 0.06% | +416,992+22.6% | Added |
| TCW Group Inc | 2,286,057 | $100.3M | 0.67% | +657,888+40.4% | Added |
| Nuveen, LLC | 2,340,509 | $102.7M | 0.02% | +432,300+22.7% | Added |
| Goldman Sachs Group Inc | 2,656,487 | $116.6M | 0.01% | −319,537−10.7% | Reduced |
| Marshall Wace, LLP | 2,779,239 | $122.0M | 0.10% | +758,146+37.5% | Added |
| FMR LLC | 3,041,533 | $133.5M | 0.01% | +891,668+41.5% | Added |
| Invesco Ltd. | 3,058,709 | $134.2M | 0.01% | −466,967−13.2% | Reduced |
| Northern Trust Corp | 3,261,633 | $143.1M | 0.02% | −570,249−14.9% | Reduced |
| Morgan Stanley | 3,347,289 | $146.9M | 0.01% | +286,830+9.4% | Added |
| Castle Hook Partners LP | 3,599,539 | $157.9M | 1.69% | +3,599,539 | New |
| Dimensional Fund Advisors LP | 3,865,401 | $169.6M | 0.03% | +8,684+0.2% | Added |
| Conifer Management, L.L.C. | 4,200,000 | $184.3M | 30.38% | 00.0% | Unchanged |
| Massachusetts Financial Services Co | 4,234,561 | $187.0M | 0.06% | +243,448+6.1% | Added |
| Diamond Hill Capital Management Inc | 4,743,519 | $208.1M | 1.67% | −2,448,527−34.0% | Reduced |
| Bank of Montreal | 4,841,762 | $212.5M | 0.08% | −63,713−1.3% | Reduced |
| Thornburg Investment Management Inc | 5,142,337 | $225.6M | 2.16% | +148,132+3.0% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,398,896 | $236.9M | 0.68% | +5,398,896 | New |
| Geode Capital Management, LLC | 5,440,336 | $238.8M | 0.01% | −414,179−7.1% | Reduced |
| Pzena Investment Management LLC | 5,561,804 | $244.1M | 0.72% | +1,097,457+24.6% | Added |
| Capital International Investors | 8,415,039 | $369.3M | 0.08% | −2,014,884−19.3% | Reduced |
| Wellington Management Group LLP | 8,784,986 | $385.5M | 0.07% | +523,638+6.3% | Added |
| Canada Pension Plan Investment Board | 9,106,103 | $399.6M | 0.22% | −9,112,531−50.0% | Reduced |
| State Street Corp | 9,388,296 | $412.0M | 0.01% | −2,592,879−21.6% | Reduced |
| Harris Associates L PSuperinvestorHarris Associates (Oakmark) | 9,489,037 | $416.4M | 0.55% | +9,460,792+33,495.5% | Added |
| Vanguard Capital Management LLC | 12,703,293 | $557.4M | 0.01% | +70,371+0.6% | Added |
| Vanguard Portfolio Management LLC | 13,443,991 | $589.9M | 0.03% | −1,181,538−8.1% | Reduced |
| Price T Rowe Associates Inc | 18,186,798 | $798.0M | 0.08% | +661,264+3.8% | Added |
| Norges Bank | 18,326,687 | $804.2M | 0.08% | +18,326,687 | New |
| BlackRock, Inc. | 25,895,739 | $1.14B | 0.02% | −1,426,021−5.2% | Reduced |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,469,425−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −1,022,919−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −694,016−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −653,453−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −279,150−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −234,591−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −155,366−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −149,216−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −144,861−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −137,568−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −137,510−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −134,898−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −128,641−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −120,304−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −116,285−100.0% | Sold out |