Ranked by reported Q1 2026 13F market value
Share of total reported institutional value in EQH held by the largest 10 / 25 filers.
| # | Institution | Shares Held | Market Value | QoQ Change | Ownership % | % of Fund |
|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 27.3M | $1.01B | +0.0% | 9.705% | 0.02% |
| 2 | CANADA PENSION PLAN INVESTMENT BOARD | 18.2M | $676.1M | -5.5% | 6.471% | 0.44% |
| 3 | STATE STREET CORP | 12.0M | $444.6M | -2.1% | 4.256% | 0.02% |
| 4 | Capital International Investors | 10.4M | $387.1M | -23.0% | 3.705% | 0.09% |
| 5 | WELLINGTON MANAGEMENT GROUP LLP | 8.3M | $306.6M | -0.5% | 2.934% | 0.06% |
| 6 | DIAMOND HILL CAPITAL MANAGEMENT INC | 7.2M | $266.9M | +67.5% | 2.555% | 1.67% |
| 7 | GEODE CAPITAL MANAGEMENT, LLC | 5.9M | $216.7M | -7.9% | 2.079% | 0.01% |
| 8 | THORNBURG INVESTMENT MANAGEMENT INC | 5.0M | $185.3M | +2.1% | 1.774% | 1.92% |
| 9 | BANK OF MONTREAL /CAN/ | 4.9M | $182.0M | +102.3% | 1.742% | 0.07% |
| 10 | PZENA INVESTMENT MANAGEMENT LLC | 4.5M | $165.7M | +3.2% | 1.586% | 0.54% |
| 11 | Conifer Management, L.L.C. | 4.2M | $155.9M | 0.0% | 1.492% | 29.75% |
| 12 | MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 4.0M | $148.9M | -17.3% | 1.418% | 0.05% |
| 13 | DIMENSIONAL FUND ADVISORS LP | 3.9M | $143.1M | +12.5% | 1.370% | 0.03% |
| 14 | NORTHERN TRUST CORP | 3.8M | $142.2M | -1.2% | 1.361% | 0.02% |
| 15 | Invesco Ltd. | 3.5M | $130.8M | -23.2% | 1.252% | 0.02% |
| 16 | CITADEL ADVISORS LLC | 3.2M | $118.7M | +195.9% | 1.136% | 0.06% |
| 17 | MORGAN STANLEY | 3.1M | $113.6M | -5.8% | 1.087% | 0.01% |
| 18 | GOLDMAN SACHS GROUP INC | 3.0M | $110.4M | +61.7% | 1.057% | 0.01% |
| 19 | MILLENNIUM MANAGEMENT LLC | 2.6M | $96.4M | +127.8% | 0.923% | 0.06% |
| 20 | NORDEA INVESTMENT MANAGEMENT AB | 2.7M | $95.2M | -32.9% | 0.945% | 0.09% |
| 21 | Bank of New York Mellon Corp | 2.4M | $90.6M | -17.0% | 0.868% | 0.02% |
| 22 | Woodline Partners LP | 2.2M | $82.8M | +17.1% | 0.792% | 0.31% |
| 23 | D. E. Shaw & Co., Inc. | 2.2M | $81.7M | +35.9% | 0.782% | 0.08% |
| 24 | FMR LLC | 2.1M | $79.8M | -24.5% | 0.764% | 0.00% |
| 25 | CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.1M | $77.6M | +4.8% | 0.742% | 0.01% |
denotes a marquee investor (Buffett, Burry, ARK, Tiger Global, Pershing Square, Baupost and other widely-followed managers). “% of Fund” shows how much of that investor’s total 13F portfolio is invested in EQH — a direct measure of their conviction.
Filings activity in EQH during Q1 2026, grouped by how each filer changed its position.
8 quarters of 13F filings · Δ columns show change vs prior quarter
| Quarter | Inst. Holders | Δ Holders | Ownership % | Δ Ownership | Total 13F Value | Δ Value |
|---|---|---|---|---|---|---|
| Q1 2026 | 523 | 3.7% | 62.00% | 36.06 pp | $7.68B | 37% |
| Q4 2025 | 543 | 0.5% | 98.06% | 3.42 pp | $12.15B | 3.4% |
| Q3 2025 | 546 | 4.7% | 101.48% | 18.96 pp | $12.58B | 16% |
| Q2 2025 | 573 | +2.0% | 120.44% | 3.15 pp | $14.93B | 2.5% |
| Q1 2025 | 562 | +8.3% | 123.59% | +22.00 pp | $15.32B | +22% |
| Q4 2024 | 519 | +5.9% | 101.59% | +17.60 pp | $12.59B | +21% |
| Q3 2024 | 490 | +2.1% | 83.99% | 6.22 pp | $10.41B | 6.9% |
| Q2 2024 | 480 | — | 90.21% | — | $11.18B | — |
Source: SEC 13F institutional filings. Ownership % requires market cap data and will show once linked. Δ columns compare to the immediately prior filed quarter.
Quick answers to the most common questions about buying EQH stock.
Based on Q1 2026 13F filings, institutional ownership of Equitable Holdings, Inc. stands at 62.0%, held across 523 reporting institutions.
BlackRock, Inc. is the largest reported institutional holder of EQH, with approximately 27,321,760 shares worth $1.01B as of Q1 2026.
Yes — 2 widely-followed marquee investors appear among the top 25 institutional holders of EQH, including CITADEL ADVISORS LLC, MILLENNIUM MANAGEMENT LLC.
Our composite Smart Money Score for EQH is 39 out of 100 (Bearish). It combines net institutional buying activity, ownership shift, marquee investor presence, and holder-count growth.
78 institutions opened new positions in EQH during Q1 2026, while 98 fully exited. 94 added to existing positions and 349 trimmed.
EQH institutional ownership fell by 36.06 percentage points quarter-over-quarter, with a net change of -20 holders.
The top 10 institutions account for 50.0% of all reported 13F value in EQH, and the top 25 account for 71.7%.
All data is sourced from SEC Form 13F filings, which institutional investment managers with at least $100M in assets are required to file each quarter. We process every 13F filing from EDGAR and recompute the aggregates after each cycle. Insider transactions are sourced from Form 4 filings.
Equitable Holdings, Inc. (EQH) Institutional Ownership