EQUITABLE HLDGS INC (EQH)
Institutional ownership reported to the SEC as of Q2 2026, across 30 quarters.
447
Reporting holders
$10.8B
Reported value
90.3%
Of shares outstanding
0.1%
Held as options
-54
Holder change
Institutions report 246,502,308 shares against 273,035,157 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 25,895,739 | 0.02% | 8q | -5.2%-$62.6M |
| NORGES BANK | $804.2M | 18,326,687 | 0.08% | 24q | +58.5%+$296.8M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.9M | 13,443,991 | 0.03% | 2q | -8.1%-$51.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.4M | 12,703,293 | 0.01% | 2q | +0.6%+$3.1M |
| HARRIS ASSOCIATES L P | $416.4M | 9,489,037 | 0.55% | 2q | +33495.5%+$415.1M |
| STATE STREET CORP | $412.0M | 9,388,296 | 0.01% | 26q | -21.6%-$113.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.6M | 9,106,103 | 0.22% | 26q | -50.0%-$399.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $385.5M | 8,784,986 | 0.07% | 26q | +6.3%+$23.0M |
| Capital International Investors | $369.3M | 8,415,039 | 0.08% | 9q | -19.3%-$88.4M |
| PZENA INVESTMENT MANAGEMENT LLC | $244.1M | 5,561,804 | 0.72% | 26q | +24.6%+$48.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $238.8M | 5,440,336 | 0.01% | 26q | -7.1%-$18.2M |
| VIKING GLOBAL INVESTORS LP | $236.9M | 5,398,896 | 0.68% | new | NEW |
| THORNBURG INVESTMENT MANAGEMENT INC | $225.6M | 5,142,337 | 2.16% | 26q | +3.0%+$6.5M |
| BANK OF MONTREAL /CAN/ | $212.5M | 4,841,762 | 0.07% | 26q | -1.3%-$2.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208.1M | 4,743,519 | 1.67% | 4q | -34.0%-$107.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $187.0M | 4,234,561 | 0.06% | 26q | +6.1%+$10.7M |
| Conifer Management, L.L.C. | $184.3M | 4,200,000 | 30.38% | 26q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $169.6M | 3,865,401 | 0.03% | 26q | HELD |
| Castle Hook Partners LP | $157.9M | 3,599,539 | 0.72% | new | NEW |
| MORGAN STANLEY | $146.9M | 3,347,289 | 0.01% | 26q | +9.4%+$12.6M |
| NORTHERN TRUST CORP | $143.1M | 3,261,633 | 0.02% | 26q | -14.9%-$25.0M |
| Invesco Ltd. | $134.2M | 3,058,709 | 0.01% | 26q | -13.2%-$20.5M |
| FMR LLC | $133.5M | 3,041,533 | 0.01% | 26q | +41.5%+$39.1M |
| MARSHALL WACE, LLP | $122.0M | 2,779,239 | 0.10% | 2q | +37.5%+$33.3M |
| GOLDMAN SACHS GROUP INC | $116.6M | 2,656,487 | 0.01% | 26q | -10.7%-$14.0M |
| Nuveen, LLC | $102.7M | 2,340,509 | 0.02% | 6q | +22.7%+$19.0M |
| JANE STREET GROUP, LLC | $100.4M | 2,263,410 | 0.01% | 26q | +22.6%+$18.5M |
| TCW GROUP INC | $100.3M | 2,286,057 | 0.67% | 20q | +40.4%+$28.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.0M | 2,142,804 | 0.01% | 26q | +2.5%+$2.3M |
| Sixth Street Partners Management Company, L.P. | $94.0M | 2,142,804 | 0.01% | new | NEW |
| Bank of New York Mellon Corp | $93.5M | 2,130,173 | 0.02% | 26q | -12.8%-$13.7M |
| D. E. Shaw & Co., Inc. | $89.3M | 2,034,078 | 0.04% | 5q | -7.6%-$7.3M |
| PRINCIPAL FINANCIAL GROUP INC | $87.9M | 2,003,499 | 0.04% | 25q | +2.5%+$2.1M |
| ALGEBRIS (UK) LTD | $85.6M | 1,957,978 | 5.64% | 26q | -3.9%-$3.5M |
| VANGUARD FIDUCIARY TRUST CO | $79.3M | 1,806,589 | 0.02% | 2q | HELD |
| UBS Group AG | $78.6M | 1,791,434 | 0.01% | 26q | -7.1%-$6.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $64.8M | 1,480,717 | 0.05% | 26q | -44.4%-$51.7M |
| CITADEL ADVISORS LLC | $61.9M | 1,379,294 | 0.01% | 26q | -56.0%-$78.9M |
| Alyeska Investment Group, L.P. | $59.9M | 1,365,626 | 0.15% | 2q | +5578.5%+$58.9M |
| Qube Research & Technologies Ltd | $57.9M | 1,319,494 | 0.05% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51.5M | 1,173,049 | 0.02% | 2q | +1381.8%+$48.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50.5M | 1,150,000 | 0.07% | 2q | +283.3%+$37.3M |
| Woodline Partners LP | $47.4M | 1,080,780 | 0.15% | 3q | -51.5%-$50.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $46.1M | 1,051,605 | 0.01% | 27q | -49.0%-$44.3M |
| CI INVESTMENTS INC. | $41.7M | 949,760 | 0.13% | 26q | -2.1%-$894.1K |
| BANK OF AMERICA CORP /DE/ | $41.4M | 942,782 | 0.00% | 26q | +6.0%+$2.4M |
| LAZARD ASSET MANAGEMENT LLC | $38.8M | 884,177 | 0.06% | 26q | -2.0%-$807.0K |
| RENAISSANCE TECHNOLOGIES LLC | $36.0M | 819,900 | 0.05% | new | NEW |
| BRUNI J V & CO /CO | $33.7M | 766,929 | 3.07% | 6q | +13.5%+$4.0M |
| RHUMBLINE ADVISERS | $33.4M | 762,284 | 0.03% | 27q | -10.5%-$3.9M |
| Zurich Insurance Group Ltd/FI | $33.1M | 754,713 | 0.23% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.9M | 749,733 | 0.14% | 2q | +888.8%+$29.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $31.8M | 725,081 | 0.02% | 2q | +27.0%+$6.8M |
| JPMORGAN CHASE & CO | $31.0M | 689,495 | 0.00% | 26q | +46.1%+$9.8M |
| Legal & General Group Plc | $30.0M | 684,214 | 0.01% | 26q | -48.3%-$28.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.5M | 649,646 | 0.02% | 26q | +3.6%+$986.3K |
| MILLENNIUM MANAGEMENT LLC | $26.8M | 611,226 | 0.01% | 26q | -76.5%-$87.2M |
| Ensign Peak Advisors, Inc | $25.9M | 590,435 | 0.04% | 27q | -55.5%-$32.3M |
| STOREBRAND ASSET MANAGEMENT AS | $25.8M | 588,797 | 0.06% | 3q | -10.8%-$3.1M |
| Swiss National Bank | $24.8M | 565,200 | 0.01% | 13q | -32.8%-$12.1M |
| AMERIPRISE FINANCIAL INC | $23.4M | 532,551 | 0.00% | 26q | -83.5%-$118.5M |
| WELLS FARGO & COMPANY/MN | $23.3M | 531,888 | 0.00% | 26q | -54.4%-$27.9M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $22.5M | 512,957 | 0.30% | 5q | +4.1%+$877.8K |
| Caisse de depot et placement du Quebec | $21.2M | 482,997 | 0.03% | new | NEW |
| COMMUNITY TRUST & INVESTMENT CO | $20.9M | 476,885 | 1.08% | 20q | +22.8%+$3.9M |
| HSBC HOLDINGS PLC | $20.4M | 465,374 | 0.01% | 26q | -46.8%-$17.9M |
| Prana Capital Management, LP | $19.6M | 445,828 | 0.59% | new | NEW |
| California Public Employees Retirement System | $17.8M | 405,258 | 0.01% | 26q | HELD |
| Retirement Systems of Alabama | $17.6M | 401,671 | 0.05% | 4q | -12.3%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.3M | 294,892 | 0.00% | 26q | +172.8%+$10.9M |
| Four Tree Island Advisory LLC | $16.6M | 379,043 | 5.48% | 7q | +2.3%+$375.8K |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 376,581 | 0.00% | 7q | -4.5%-$778.7K |
| Point72 Asset Management, L.P. | $16.3M | 372,563 | 0.02% | 4q | +12.7%+$1.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $15.9M | 361,690 | 0.63% | 5q | +43.8%+$4.8M |
| MOORE CAPITAL MANAGEMENT, LP | $15.2M | 345,408 | 0.22% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $14.8M | 337,278 | 0.01% | 26q | -66.6%-$29.6M |
| SEI INVESTMENTS CO | $14.1M | 320,617 | 0.01% | 26q | -43.4%-$10.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | $12.6M | 288,000 | 0.41% | 26q | -1.1%-$136.0K |
| Robeco Institutional Asset Management B.V. | $12.3M | 279,374 | 0.02% | 26q | -69.0%-$27.3M |
| Hudson Bay Capital Management LP | $12.2M | 277,992 | 0.03% | new | NEW |
| Bridgewater Associates, LP | $11.5M | 261,023 | 0.05% | 8q | -43.1%-$8.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.4M | 260,263 | 0.02% | 26q | -8.3%-$1.0M |
| Quantinno Capital Management LP | $11.4M | 258,842 | 0.01% | 12q | +28.6%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $11.3M | 257,501 | 0.00% | 26q | -19.9%-$2.8M |
| Swedbank AB | $11.2M | 254,765 | 0.01% | 21q | -49.7%-$11.0M |
| ALLIANCEBERNSTEIN L.P. | $10.4M | 280,808 | 0.00% | 26q | +1.4%+$144.6K |
| Philadelphia Financial Management of San Francisco, LLC | $9.9M | 226,030 | 2.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $9.3M | 210,911 | 0.01% | 2q | +232.1%+$6.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.1M | 207,164 | 0.02% | 26q | +5.6%+$479.4K |
| Squarepoint Ops LLC | $9.0M | 205,053 | 0.01% | 4q | +91.6%+$4.3M |
| BARCLAYS PLC | $8.6M | 195,786 | 0.00% | 18q | -48.5%-$8.1M |
| Aberdeen Group plc | $8.4M | 192,191 | 0.01% | 26q | +8.6%+$667.8K |
| Russell Investments Group, Ltd. | $8.3M | 189,558 | 0.01% | 26q | -43.5%-$6.4M |
| New York Life Investment Management LLC | $8.0M | 183,046 | 0.06% | 9q | +415.8%+$6.5M |
| STIFEL FINANCIAL CORP | $7.9M | 179,148 | 0.01% | 26q | -17.8%-$1.7M |
| NEW YORK STATE COMMON RETIREMENT FUND | $7.3M | 166,278 | 0.01% | 26q | -49.8%-$7.2M |
| Jupiter Topco LLC | $7.1M | 162,826 | 0.00% | new | FIRST |
| OPPENHEIMER ASSET MANAGEMENT INC. | $7.1M | 161,641 | 0.07% | 2q | HELD |
| APG Asset Management N.V. | $7.0M | 183,281 | 0.02% | 7q | +33.7%+$1.8M |
| EFG International AG | $7.0M | 158,413 | 0.13% | 3q | +6.6%+$430.9K |
Five percent filings
Anyone crossing 5% of a company must say so within days - far sooner than the next quarterly holdings report. A 13D declares an intent to influence the company; a 13G is the passive version. See all activist filings →
| Filed | Form | Filer | % of class |
|---|---|---|---|
| 2026-08-14 | 13G/A | T. Rowe Price Associates, Inc. | 6.7% |
| 2026-08-14 | 13G/A | Canada Pension Plan Investment Board | 3.3% |
| 2026-07-31 | 13G/A | Vanguard Portfolio Management | 4.9% |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 447 | $10.8B | 246,502,308 | 58 | 132 | 184 | 0.1% |
| Q1 2026 | 501 | $9.0B | 242,704,427 | 72 | 171 | 178 | 0.1% |
| Q4 2025 | 506 | $12.3B | 258,139,289 | 49 | 134 | 225 | 0.0% |
| Q3 2025 | 517 | $12.7B | 250,457,894 | 56 | 153 | 198 | 0.1% |
| Q2 2025 | 532 | $15.1B | 267,896,860 | 82 | 192 | 183 | 0.8% |
| Q1 2025 | 515 | $13.6B | 261,041,349 | 86 | 184 | 167 | 0.1% |
| Q4 2024 | 481 | $12.7B | 268,511,018 | 51 | 156 | 174 | 0.1% |
| Q3 2024 | 453 | $11.3B | 268,149,335 | 55 | 179 | 122 | 0.1% |
| Q2 2024 | 437 | $11.2B | 274,171,595 | 84 | 135 | 150 | 0.1% |
| Q1 2024 | 394 | $10.9B | 286,489,036 | 56 | 96 | 161 | 0.1% |
| Q4 2023 | 364 | $9.9B | 298,654,482 | 55 | 112 | 121 | 0.2% |
| Q3 2023 | 325 | $8.2B | 287,581,528 | 36 | 100 | 123 | 0.1% |
| Q2 2023 | 324 | $8.1B | 297,113,068 | 41 | 96 | 133 | 0.1% |
| Q1 2023 | 322 | $7.6B | 298,336,826 | 41 | 102 | 120 | 0.2% |
| Q4 2022 | 319 | $8.2B | 284,692,540 | 54 | 107 | 100 | 0.2% |
| Q3 2022 | 387 | $9.7B | 367,121,841 | 46 | 144 | 131 | 0.1% |
| Q2 2022 | 393 | $9.6B | 367,798,819 | 51 | 131 | 150 | 0.1% |
| Q1 2022 | 395 | $11.6B | 374,556,267 | 53 | 133 | 153 | 0.1% |
| Q4 2021 | 397 | $12.7B | 384,867,136 | 45 | 127 | 140 | 0.4% |
| Q3 2021 | 375 | $11.9B | 399,047,316 | 39 | 122 | 137 | 0.3% |
| Q2 2021 | 386 | $12.6B | 413,406,055 | 54 | 126 | 134 | 0.2% |
| Q1 2021 | 370 | $13.4B | 410,987,124 | 61 | 91 | 155 | 0.2% |
| Q4 2020 | 354 | $10.6B | 411,264,466 | 70 | 91 | 135 | 0.7% |
| Q3 2020 | 309 | $7.6B | 417,447,458 | 40 | 102 | 116 | 0.5% |
| Q2 2020 | 306 | $8.2B | 422,079,742 | 74 | 101 | 100 | 0.5% |
| Q1 2020 | 267 | $6.1B | 418,861,704 | 250 | 10 | 6 | 0.2% |
| Q4 2019 | 26 | $278.8M | 11,251,255 | 22 | 0 | 0 | 0.0% |
| Q3 2019 | 1 | $30.0K | 990 | 0 | 0 | 0 | 0.0% |
| Q2 2019 | 1 | $30.0K | 990 | 0 | 0 | 0 | 0.0% |
| Q1 2019 | 1 | $30.0K | 990 | 1 | 0 | 0 | 0.0% |