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 |
|---|---|---|---|---|---|
| Pinnacle Associates Ltd | 40,195 | $1.76M | 0.02% | +1,136+2.9% | Added |
| Neuberger Berman Group LLC | 39,315 | $1.73M | 0.00% | −1,856−4.5% | Reduced |
| Engineers Gate Manager LP | 38,750 | $1.70M | 0.02% | −637,263−94.3% | Reduced |
| XTX Topco Ltd | 37,956 | $1.67M | 0.02% | −196,511−83.8% | Reduced |
| M&T Bank Corp | 37,786 | $1.66M | 0.00% | −1,681−4.3% | Reduced |
| EJF Capital LLC | 37,400 | $1.64M | 1.10% | 00.0% | Unchanged |
| Summit Trail Advisors, LLC | 36,051 | $1.58M | 0.02% | +13,901+62.8% | Added |
| Caxton Associates LLP | 35,692 | $1.57M | 0.03% | +35,692 | New |
| CAPROCK Group, Inc. | 34,873 | $1.53M | 0.03% | +34,873 | New |
| Mesirow Financial Investment Management, Inc. | 34,414 | $1.51M | 0.02% | +268+0.8% | Added |
| Janney Montgomery Scott LLC | 34,338 | $1.51M | 0.00% | +6,038+21.3% | Added |
| Icon Advisers Inc | 33,500 | $1.47M | 0.28% | −3,200−8.7% | Reduced |
| ExodusPoint Capital Management, LP | 32,938 | $1.45M | 0.01% | −55,187−62.6% | Reduced |
| Teacher Retirement System of Texas | 32,909 | $1.44M | 0.00% | +32,909 | New |
| Cerity Partners LLC | 31,907 | $1.40M | 0.00% | −19,667−38.1% | Reduced |
| Pacer Advisors, Inc. | 31,901 | $1.40M | 0.00% | −15,763−33.1% | Reduced |
| Allianz Asset Management GmbH | 31,833 | $1.40M | 0.00% | −20,370−39.0% | Reduced |
| Toroso Investments, LLC | 31,661 | $1.39M | 0.00% | +709+2.3% | Added |
| Integrated Advisors Network LLC | 31,648 | $1.39M | 0.06% | +610+2.0% | Added |
| Fieldview Capital Management, LLC | 31,453 | $1.38M | 0.39% | +31,453 | New |
| Mercer Global Advisors Inc | 30,636 | $1.34M | 0.00% | −25,831−45.7% | Reduced |
| Nisa Investment Advisors, LLC | 29,629 | $1.30M | 0.00% | −2,799−8.6% | Reduced |
| Legacy Wealth Management, LLC | 29,240 | $1.28M | 0.33% | −10,000−25.5% | Reduced |
| Cetera Investment Advisers | 28,861 | $1.27M | 0.00% | +1,762+6.5% | Added |
| Federated Hermes, Inc. | 27,588 | $1.21M | 0.00% | −760,186−96.5% | Reduced |
| State of Alaska, Department of Revenue | 27,584 | $1.21M | 0.01% | −295−1.1% | Reduced |
| Hillsdale Investment Management Inc. | 27,200 | $1.19M | 0.03% | +27,200 | New |
| Virtu Financial LLC | 27,001 | $1.19M | 0.04% | +8,636+47.0% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.18M | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 26,544 | $1.17M | 0.00% | +14,148+114.1% | Added |
| Jefferies Financial Group Inc. | 26,600 | $1.17M | 0.01% | −13,400−33.5% | Reduced |
| The PNC Financial Services Group, Inc. | 26,259 | $1.15M | 0.00% | +1,005+4.0% | Added |
| Creative Planning | 26,084 | $1.14M | 0.00% | −455−1.7% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 26,078 | $1.14M | 0.02% | +26,078 | New |
| Nomura Asset Management Co Ltd | 25,959 | $1.14M | 0.00% | −94,242−78.4% | Reduced |
| BNP Paribas Arbitrage, SA | 25,942 | $1.14M | 0.00% | −225,530−89.7% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 23,614 | $1.11M | 0.00% | −13,390−36.2% | Reduced |
| Oak Thistle LLC | 24,858 | $1.09M | 0.11% | −155,341−86.2% | Reduced |
| Ofi Invest Asset Management | 24,248 | $1.06M | 0.01% | +13,233+120.1% | Added |
| Ritholtz Wealth Management | 24,006 | $1.05M | 0.02% | −770−3.1% | Reduced |
| Bokf, NA | 24,003 | $1.05M | 0.01% | −727−2.9% | Reduced |
| Brown Advisory Inc | 23,619 | $1.04M | 0.00% | −32,126−57.6% | Reduced |
| Securian Asset Management, Inc | 20,761 | $1.02M | 0.04% | −120−0.6% | Reduced |
| HighTower Advisors, LLC | 22,853 | $1.00M | 0.00% | −2,918−11.3% | Reduced |
| Frec Markets, Inc. | 21,917 | $961.7K | 0.09% | +14,095+180.2% | Added |
| Dockside LLC | 21,752 | $954.5K | 0.22% | +21,752 | New |
| Tower Research Capital LLC (TRC) | 21,538 | $945.1K | 0.02% | +8,214+61.6% | Added |
| CI Private Wealth, LLC | 21,516 | $944.1K | 0.00% | −12,485−36.7% | Reduced |
| Federation des caisses Desjardins du Quebec | 21,144 | $927.8K | 0.00% | −5,306−20.1% | Reduced |
| Vident Advisory, LLC | 20,905 | $917.3K | 0.01% | −17,435−45.5% | Reduced |
| Crossmark Global Holdings, Inc. | 20,795 | $912.5K | 0.01% | 00.0% | Unchanged |
| Water Island Capital LLC | 20,701 | $908.4K | 0.10% | +20,701 | New |
| Graham Capital Management, L.P. | 20,314 | $891.4K | 0.02% | −99,111−83.0% | Reduced |
| Prelude Capital Management, LLC | 20,111 | $882.5K | 0.06% | +111+0.6% | Added |
| Empowered Funds, LLC | 19,909 | $873.6K | 0.00% | +6,655+50.2% | Added |
| Gamco Investors, Inc. Et Al | 19,678 | $863.5K | 0.01% | +1,672+9.3% | Added |
| Swiss Life Asset Management Ltd | 19,143 | $840.0K | 0.00% | −74,777−79.6% | Reduced |
| Rodgers Brothers Inc. | 19,000 | $833.7K | 0.08% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 18,636 | $817.7K | 0.27% | +8,844+90.3% | Added |
| Centiva Capital, LP | 18,332 | $804.4K | 0.03% | +18,332 | New |
| Equitable Holdings, Inc. | 17,650 | $774.5K | 0.00% | −5,354−23.3% | Reduced |
| Greenleaf Trust | 17,559 | $770.5K | 0.01% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 15,978 | $703.8K | 0.00% | −9,772−37.9% | Reduced |
| Caisse des Depots Et Consignations | 16,013 | $702.6K | 0.01% | −118,225−88.1% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $648.2K | 0.01% | 00.0% | Unchanged |
| Pathstone Holdings, LLC | 14,744 | $647.0K | 0.00% | −5,425−26.9% | Reduced |
| Machina Capital S.A.S. | 14,234 | $624.6K | 0.10% | +14,234 | New |
| Tudor Investment Corp Et Al | 13,997 | $614.2K | 0.00% | +13,997 | New |
| Highland Capital Management, LLC | 13,418 | $588.8K | 0.03% | +104+0.8% | Added |
| NBC Securities, Inc. | 13,221 | $580.2K | 0.04% | +2,928+28.4% | Added |
| Vann Equity Management LLC | 12,926 | $567.2K | 0.34% | +48+0.4% | Added |
| Fox Run Management, L.L.C. | 12,818 | $562.5K | 0.09% | −11,185−46.6% | Reduced |
| AIA Group Ltd | 12,326 | $540.9K | 0.01% | 00.0% | Unchanged |
| Everence Capital Management Inc | 12,284 | $539.0K | 0.03% | +6,619+116.8% | Added |
| DnB Asset Management AS | 12,210 | $535.8K | 0.00% | −40,786−77.0% | Reduced |
| AXS Investments LLC | 12,000 | $526.6K | 0.15% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,919 | $523.0K | 0.02% | +2,805+30.8% | Added |
| Merit Financial Group, LLC | 11,490 | $504.2K | 0.00% | −2,401−17.3% | Reduced |
| Brinker Capital Investments, LLC | 11,247 | $493.5K | 0.00% | −10,376−48.0% | Reduced |
| ProShare Advisors LLC | 11,106 | $487.3K | 0.00% | −258−2.3% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 10,858 | $476.0K | 0.00% | +10,858 | New |
| Bleakley Financial Group, LLC | 10,612 | $465.7K | 0.01% | +79+0.8% | Added |
| Aviva PLC | 10,521 | $461.7K | 0.00% | −260,393−96.1% | Reduced |
| First Trust Advisors LP | 10,446 | $458.4K | 0.00% | −73,211−87.5% | Reduced |
| Gateway Investment Advisers LLC | 10,425 | $457.4K | 0.00% | +10,425 | New |
| Fifth Third Wealth Advisors LLC | 10,332 | $453.4K | 0.01% | +18+0.2% | Added |
| Transmarket Holdings LP | 10,040 | $440.6K | 0.32% | +10,040 | New |
| Integrated Wealth Concepts LLC | 9,922 | $435.4K | 0.00% | −3,242−24.6% | Reduced |
| Legacy Financial Advisors, Inc. | 9,901 | $434.5K | 0.05% | +9,901 | New |
| HB Wealth Management, LLC | 9,784 | $429.3K | 0.00% | +444+4.8% | Added |
| KBC Group NV | 9,788 | $429.0K | 0.00% | −39,963−80.3% | Reduced |
| Chesley Taft & Associates LLC | 9,670 | $424.3K | 0.02% | +9,670 | New |
| Mirabella Financial Services LLP | 9,667 | $424.2K | 0.04% | +2,863+42.1% | Added |
| Advisory Services Network, LLC | 9,655 | $423.7K | 0.00% | −39,429−80.3% | Reduced |
| United Capital Financial Advisers, LLC | 9,417 | $413.2K | 0.00% | −4,532−32.5% | Reduced |
| Shelton Capital Management | 9,289 | $407.6K | 0.01% | −168−1.8% | Reduced |
| Worldquant Millennium Advisors LLC | 9,060 | $397.6K | 0.00% | −1,024,514−99.1% | Reduced |
| Agf Management Ltd | 8,785 | $385.5K | 0.00% | 00.0% | Unchanged |
| R Squared Ltd | 8,777 | $385.1K | 0.20% | −193−2.2% | Reduced |
| MML Investors Services, LLC | 8,735 | $383.3K | 0.00% | +3,164+56.8% | Added |