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 |
|---|---|---|---|---|---|
| Stifel Financial Corp | 179,148 | $7.86M | 0.01% | −38,890−17.8% | Reduced |
| New York State Common Retirement Fund | 166,278 | $7.30M | 0.01% | −164,731−49.8% | Reduced |
| Jupiter Topco LLC | 162,826 | $7.15M | 0.00% | +162,826 | New |
| Oppenheimer Asset Management Inc. | 161,641 | $7.09M | 0.07% | +715+0.4% | Added |
| APG Asset Management N.V. | 183,281 | $7.03M | 0.02% | +46,232+33.7% | Added |
| EFG International AG | 158,413 | $6.95M | 0.13% | +9,820+6.6% | Added |
| Y-Intercept (Hong Kong) Ltd | 156,199 | $6.85M | 0.14% | +156,199 | New |
| Prudential Financial Inc | 148,525 | $6.52M | 0.01% | −4,731−3.1% | Reduced |
| Franklin Resources Inc | 146,350 | $6.42M | 0.00% | −386,446−72.5% | Reduced |
| MetLife Investment Management | 141,410 | $6.21M | 0.03% | −10,881−7.1% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 141,389 | $6.20M | 0.01% | +3,886+2.8% | Added |
| Quantbot Technologies LP | 139,395 | $6.12M | 0.24% | +21,396+18.1% | Added |
| Vanguard Global Advisers, LLC | 136,101 | $5.97M | 0.00% | −5,138−3.6% | Reduced |
| O'Shaughnessy Asset Management, LLC | 135,858 | $5.96M | 0.03% | −13,728−9.2% | Reduced |
| Kintayl Capital LP | 134,260 | $5.89M | 2.84% | +134,260 | New |
| Capital International Inc | 133,966 | $5.88M | 0.04% | −28,918−17.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 133,591 | $5.86M | 0.02% | −2,637−1.9% | Reduced |
| Foster & Motley Inc | 133,308 | $5.85M | 0.27% | −38,263−22.3% | Reduced |
| Amalgamated Bank | 128,481 | $5.64M | 0.04% | −8,519−6.2% | Reduced |
| Continental Advisors LLC | 123,766 | $5.43M | 3.19% | +41,266+50.0% | Added |
| Amundi | 123,616 | $5.42M | 0.00% | −675,241−84.5% | Reduced |
| New York State Teachers Retirement System | 123,273 | $5.41M | 0.01% | +9,281+8.1% | Added |
| Treasurer of the State of North Carolina | 119,148 | $5.23M | 0.01% | −3,120−2.6% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 117,763 | $5.17M | 0.01% | −414,289−77.9% | Reduced |
| State of Tennessee, Treasury Department | 117,235 | $5.14M | 0.02% | −2,111−1.8% | Reduced |
| Royal London Asset Management Ltd | 115,216 | $5.06M | 0.01% | −10,591−8.4% | Reduced |
| Hantz Financial Services, Inc. | 113,811 | $4.99M | 0.07% | +2,105+1.9% | Added |
| Natixis Advisors, L.P. | 110,155 | $4.83M | 0.01% | +56,141+103.9% | Added |
| BTC Capital Management, Inc. | 110,081 | $4.83M | 0.29% | +3,292+3.1% | Added |
| STRS Ohio | 109,898 | $4.82M | 0.02% | +103,067+1,508.8% | Added |
| Police & Firemen's Retirement System of New Jersey | 106,921 | $4.69M | 0.04% | +11,096+11.6% | Added |
| Mutual of America Capital Management LLC | 104,542 | $4.59M | 0.04% | −4,025−3.7% | Reduced |
| SEB Asset Management AB | 104,192 | $4.57M | 0.02% | −78,915−43.1% | Reduced |
| La Banque Postale Asset Management SA | 101,902 | $4.47M | 0.04% | 00.0% | Unchanged |
| Dark Forest Capital Management LP | 101,291 | $4.44M | 0.29% | +79,681+368.7% | Added |
| Kendall Capital Management | 96,775 | $4.25M | 0.71% | −3,085−3.1% | Reduced |
| Fifth Third Bancorp | 96,709 | $4.24M | 0.01% | −3,411−3.4% | Reduced |
| SummitTX Capital, L.P. | 96,135 | $4.22M | 0.11% | +96,135 | New |
| State of New Jersey Common Pension Fund D | 92,180 | $4.04M | 0.01% | −5,220−5.4% | Reduced |
| Gabelli Funds LLC | 90,205 | $3.96M | 0.03% | +9,530+11.8% | Added |
| Teachers Retirement System of the State of Kentucky | 89,290 | $3.92M | 0.03% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 89,100 | $3.91M | 0.01% | −2,700−2.9% | Reduced |
| Winton Group Ltd | 87,200 | $3.83M | 0.12% | −108,785−55.5% | Reduced |
| LMR Partners LLP | 86,876 | $3.81M | 0.03% | +86,876 | New |
| Schonfeld Strategic Advisors LLC | 85,898 | $3.77M | 0.02% | +67,019+355.0% | Added |
| Citigroup Inc | 83,218 | $3.65M | 0.00% | −85,252−50.6% | Reduced |
| Wedge Capital Management L L P | 82,636 | $3.63M | 0.06% | −11,661−12.4% | Reduced |
| Louisiana State Employees Retirement System | 82,400 | $3.62M | 0.05% | +300+0.4% | Added |
| Yousif Capital Management, LLC | 81,169 | $3.56M | 0.04% | −5,771−6.6% | Reduced |
| Vanguard Investments Australia, Ltd. | 80,930 | $3.55M | 0.01% | −64,243−44.3% | Reduced |
| Public Employees Retirement System of Ohio | 79,746 | $3.50M | 0.01% | −3,382−4.1% | Reduced |
| Arizona State Retirement System | 77,644 | $3.41M | 0.02% | −214−0.3% | Reduced |
| Rockefeller Capital Management L.P. | 76,883 | $3.37M | 0.01% | −1,679−2.1% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 76,118 | $3.34M | 0.01% | −106,157−58.2% | Reduced |
| Weiss Asset Management LP | 75,840 | $3.33M | 0.04% | +75,840 | New |
| Connor, Clark & Lunn Investment Management Ltd. | 75,493 | $3.31M | 0.01% | −27,163−26.5% | Reduced |
| Toronto Dominion Bank | 70,492 | $3.09M | 0.01% | +30,891+78.0% | Added |
| Capstone Investment Advisors, LLC | 70,000 | $3.07M | 0.02% | +70,000 | New |
| Allstate Corp | 69,386 | $3.04M | 0.03% | −13,275−16.1% | Reduced |
| DRW Securities, LLC | 67,989 | $2.98M | 0.18% | +67,989 | New |
| Lighthouse Investment Partners, LLC | 67,505 | $2.96M | 0.09% | −145,133−68.3% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,396 | $2.96M | 0.01% | −3,586−5.1% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 67,325 | $2.95M | 0.01% | +67,325 | New |
| SG Americas Securities, LLC | 66,837 | $2.93M | 0.00% | −23,178−25.7% | Reduced |
| KLP Kapitalforvaltning AS | 66,500 | $2.92M | 0.01% | −43,500−39.5% | Reduced |
| State of Michigan Retirement System | 65,800 | $2.89M | 0.01% | −6,486−9.0% | Reduced |
| Baird Financial Group, Inc. | 63,959 | $2.81M | 0.00% | −5,003−7.3% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 63,327 | $2.78M | 0.03% | −141−0.2% | Reduced |
| Thrivent Financial for Lutherans | 63,047 | $2.77M | 0.00% | −1,315−2.0% | Reduced |
| New Mexico Educational Retirement Board | 61,100 | $2.68M | 0.07% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 59,400 | $2.61M | 0.02% | +59,400 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 59,087 | $2.59M | 0.00% | −577,989−90.7% | Reduced |
| LPL Financial LLC | 58,550 | $2.57M | 0.00% | +10,990+23.1% | Added |
| Balyasny Asset Management LLC | 58,248 | $2.56M | 0.00% | +58,248 | New |
| Oregon Public Employees Retirement Fund | 58,235 | $2.56M | 0.03% | +100+0.2% | Added |
| New Vernon Investment Management LLC | 58,065 | $2.55M | 3.12% | +19,355+50.0% | Added |
| Searle & Co. | 57,467 | $2.52M | 0.57% | +1,500+2.7% | Added |
| DekaBank Deutsche Girozentrale | 64,380 | $2.38M | 0.00% | 00.0% | Unchanged |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 52,769 | $2.32M | 0.00% | −145,444−73.4% | Reduced |
| Royal Bank of Canada | 52,645 | $2.31M | 0.00% | −30,027−36.3% | Reduced |
| Ameritas Investment Partners, Inc. | 51,810 | $2.27M | 0.06% | −380−0.7% | Reduced |
| Estate Counselors, LLC | 51,641 | $2.27M | 0.19% | +6,154+13.5% | Added |
| Redwood Investment Management, LLC | 49,974 | $2.19M | 0.22% | +49,974 | New |
| Lecap Asset Management Ltd | 49,629 | $2.18M | 0.93% | +43,859+760.1% | Added |
| Xponance, Inc. | 49,616 | $2.18M | 0.01% | −36,714−42.5% | Reduced |
| Man Group plc | 48,328 | $2.12M | 0.00% | −142,377−74.7% | Reduced |
| Ethic Inc. | 48,097 | $2.11M | 0.03% | +9,633+25.0% | Added |
| Voya Investment Management LLC | 47,700 | $2.09M | 0.00% | −56,853−54.4% | Reduced |
| American Century Companies Inc | 47,504 | $2.08M | 0.00% | +137+0.3% | Added |
| Brevan Howard Capital Management LP | 46,128 | $2.02M | 0.03% | −17,085−27.0% | Reduced |
| Catalyst Funds Management Pty Ltd | 45,601 | $2.00M | 0.11% | +38,259+521.1% | Added |
| Victory Capital Management Inc | 45,403 | $1.99M | 0.00% | −82,447−64.5% | Reduced |
| Pictet Asset Management Holding SA | 43,879 | $1.93M | 0.00% | −292,393−87.0% | Reduced |
| JustInvest LLC | 43,735 | $1.92M | 0.02% | +4,688+12.0% | Added |
| Utah Retirement Systems | 42,471 | $1.86M | 0.02% | −3,960−8.5% | Reduced |
| Deutsche Bank AG | 41,931 | $1.84M | 0.00% | −655,950−94.0% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 41,242 | $1.81M | 0.01% | −1,362−3.2% | Reduced |
| Mariner, LLC | 40,863 | $1.79M | 0.00% | −7,485−15.5% | Reduced |
| Board of the Pension Protection Fund | 40,800 | $1.79M | 1.70% | +6,200+17.9% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,310 | $1.77M | 0.03% | −149−0.4% | Reduced |