Who owns Equitable Holdings (EQH)
Which tracked institutional funds hold EQH, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EQH company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
Conviction spread
EQH’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EQH more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EQH divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, we do not read how tracked institutions changed their EQH positions: many holders could not be matched across the two filings, most often because the security’s identifier changed and our mapping is incomplete, or because funds are still filing for the newer quarter. Over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 25,895,739 | $1.1B | 10.2% | 2026-Q2 |
| NORGES BANK added | 18,326,687 | $804M | 7.2% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ added | 18,186,798 | $798M | 7.2% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 13,443,991 | $590M | 5.3% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC added | 12,703,293 | $557M | 5.0% | 2026-Q2 |
| HARRIS ASSOCIATES L P added | 9,489,037 | $416M | 3.7% | 2026-Q2 |
| STATE STREET CORP trimmed | 9,388,296 | $412M | 3.7% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 9,106,103 | $400M | 3.6% | 2026-Q2 |
| WELLINGTON MANAGEMENT GROUP LLP added | 8,784,986 | $385M | 3.5% | 2026-Q2 |
| Capital International Investors trimmed | 8,415,039 | $369M | 3.3% | 2026-Q2 |
| PZENA INVESTMENT MANAGEMENT LLC added | 5,561,804 | $244M | 2.2% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 5,440,336 | $239M | 2.1% | 2026-Q2 |
| VIKING GLOBAL INVESTORS LP added | 5,398,896 | $237M | 2.1% | 2026-Q2 |
| THORNBURG INVESTMENT MANAGEMENT INC added | 5,142,337 | $226M | 2.0% | 2026-Q2 |
| BANK OF MONTREAL /CAN/ trimmed | 4,841,762 | $212M | 1.9% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) trimmed | 4,743,519 | $208M | 1.9% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,234,561 | $187M | 1.7% | 2026-Q2 |
| Conifer Management, L.L.C. | 4,200,000 | $184M | 1.7% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP added | 3,865,401 | $170M | 1.5% | 2026-Q2 |
| Castle Hook Partners LP new | 3,599,539 | $158M | 1.4% | 2026-Q2 |
| MORGAN STANLEY added | 3,347,289 | $147M | 1.3% | 2026-Q2 |
| NORTHERN TRUST CORP trimmed | 3,261,633 | $143M | 1.3% | 2026-Q2 |
| Invesco Ltd. trimmed | 3,058,709 | $134M | 1.2% | 2026-Q2 |
| FMR LLC added | 3,041,533 | $133M | 1.2% | 2026-Q2 |
| MARSHALL WACE, LLP added | 2,779,239 | $122M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC trimmed | 2,656,487 | $117M | 1.0% | 2026-Q2 |
| Nuveen, LLC added | 2,340,509 | $103M | 0.9% | 2026-Q2 |
| TCW GROUP INC added | 2,286,057 | $100M | 0.9% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 2,263,410 | $99M | 0.9% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 2,142,804 | $94M | 0.8% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 2,130,173 | $93M | 0.8% | 2026-Q2 |
| D. E. Shaw & Co., Inc. trimmed | 2,034,078 | $89M | 0.8% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 2,003,499 | $88M | 0.8% | 2026-Q2 |
| ALGEBRIS (UK) LTD trimmed | 1,957,978 | $86M | 0.8% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO added | 1,806,589 | $79M | 0.7% | 2026-Q2 |
| UBS Group AG trimmed | 1,791,434 | $79M | 0.7% | 2026-Q2 |
| NORDEA INVESTMENT MANAGEMENT AB trimmed | 1,480,717 | $65M | 0.6% | 2026-Q2 |
| CITADEL ADVISORS LLC trimmed | 1,379,294 | $61M | 0.5% | 2026-Q2 |
| Alyeska Investment Group, L.P. added | 1,365,626 | $60M | 0.5% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 1,319,494 | $58M | 0.5% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 1,173,049 | $51M | 0.5% | 2026-Q2 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. added | 1,150,000 | $50M | 0.5% | 2026-Q2 |
| Woodline Partners LP trimmed | 1,080,780 | $47M | 0.4% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC trimmed | 1,051,605 | $46M | 0.4% | 2026-Q2 |
| CI INVESTMENTS INC. trimmed | 949,760 | $42M | 0.4% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ added | 942,782 | $41M | 0.4% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC trimmed | 884,177 | $39M | 0.3% | 2026-Q2 |
| RENAISSANCE TECHNOLOGIES LLC new | 819,900 | $36M | 0.3% | 2026-Q2 |
| BRUNI J V & CO /CO added | 766,929 | $34M | 0.3% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 762,284 | $33M | 0.3% | 2026-Q2 |
| Zurich Insurance Group Ltd/FI new | 754,713 | $33M | 0.3% | 2026-Q2 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC added | 749,733 | $33M | 0.3% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 725,081 | $32M | 0.3% | 2026-Q2 |
| JPMORGAN CHASE & CO added | 689,495 | $31M | 0.3% | 2026-Q2 |
| Legal & General Group Plc trimmed | 684,214 | $30M | 0.3% | 2026-Q2 |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE added | 649,646 | $29M | 0.3% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 611,226 | $27M | 0.2% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 590,435 | $26M | 0.2% | 2026-Q2 |
| STOREBRAND ASSET MANAGEMENT AS trimmed | 588,797 | $26M | 0.2% | 2026-Q2 |
| Swiss National Bank trimmed | 565,200 | $25M | 0.2% | 2026-Q2 |
| AMERIPRISE FINANCIAL INC trimmed | 532,551 | $23M | 0.2% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 531,888 | $23M | 0.2% | 2026-Q2 |
| TOCQUEVILLE ASSET MANAGEMENT L.P. added | 512,957 | $23M | 0.2% | 2026-Q2 |
| Caisse de depot et placement du Quebec added | 482,997 | $21M | 0.2% | 2026-Q2 |
| COMMUNITY TRUST & INVESTMENT CO added | 476,885 | $21M | 0.2% | 2026-Q2 |
| HSBC HOLDINGS PLC trimmed | 465,374 | $20M | 0.2% | 2026-Q2 |
| Prana Capital Management, LP added | 445,828 | $20M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System trimmed | 405,258 | $18M | 0.2% | 2026-Q2 |
| Retirement Systems of Alabama trimmed | 401,671 | $18M | 0.2% | 2026-Q2 |
| Four Tree Island Advisory LLC added | 379,043 | $17M | 0.1% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 376,581 | $17M | 0.1% | 2026-Q2 |
| Point72 Asset Management, L.P. added | 372,563 | $16M | 0.1% | 2026-Q2 |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. added | 361,690 | $16M | 0.1% | 2026-Q2 |
| MOORE CAPITAL MANAGEMENT, LP new | 345,408 | $15M | 0.1% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC trimmed | 337,278 | $15M | 0.1% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 325,268 | $14M | 0.1% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 320,617 | $14M | 0.1% | 2026-Q2 |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP added | 294,892 | $13M | 0.1% | 2026-Q2 |
| Livforsakringsbolaget Skandia, Omsesidigt trimmed | 288,000 | $13M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. added | 280,808 | $10M | 0.1% | 2026-Q2 |
| Robeco Institutional Asset Management B.V. trimmed | 279,374 | $12M | 0.1% | 2026-Q2 |
| Hudson Bay Capital Management LP added | 277,992 | $12M | 0.1% | 2026-Q2 |
| Bridgewater Associates, LP trimmed | 261,023 | $11M | 0.1% | 2026-Q2 |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM trimmed | 260,263 | $11M | 0.1% | 2026-Q2 |
| Quantinno Capital Management LP added | 258,842 | $11M | 0.1% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 257,501 | $11M | 0.1% | 2026-Q2 |
| Swedbank AB trimmed | 254,765 | $11M | 0.1% | 2026-Q2 |
| Philadelphia Financial Management of San Francisco, LLC trimmed | 226,030 | $10M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 210,911 | $9M | 0.1% | 2026-Q2 |
| STATE OF WISCONSIN INVESTMENT BOARD added | 207,164 | $9M | 0.1% | 2026-Q2 |
| Squarepoint Ops LLC added | 205,053 | $9M | 0.1% | 2026-Q2 |
| BARCLAYS PLC trimmed | 195,786 | $9M | 0.1% | 2026-Q2 |
| Aberdeen Group plc added | 192,191 | $8M | 0.1% | 2026-Q2 |
| Russell Investments Group, Ltd. trimmed | 189,558 | $8M | 0.1% | 2026-Q2 |
| APG Asset Management N.V. added | 183,281 | $7M | 0.1% | 2026-Q2 |
| New York Life Investment Management LLC added | 183,046 | $8M | 0.1% | 2026-Q2 |
| STIFEL FINANCIAL CORP trimmed | 179,148 | $8M | 0.1% | 2026-Q2 |
| NEW YORK STATE COMMON RETIREMENT FUND trimmed | 166,278 | $7M | 0.1% | 2026-Q2 |
| Jupiter Topco LLC new | 162,826 | $7M | 0.1% | 2026-Q2 |
| OPPENHEIMER ASSET MANAGEMENT INC. added | 161,641 | $7M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.