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, Q4 2023
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 2023. 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
- 424
- +41 vs. Q3 2023
- Shares held
- 330.5M
- −2.28M (−0.7%) vs. Q3 2023
- Total value
- $11.0B
- +$1.53B (+16.2%) vs. Q3 2023
- New holders
- 84
- 136 more added
- Sold out
- 43
- 153 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 2023: 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, Q4 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 38,012,452 | $1.27B | 0.03% | +446,752+1.2% | Added |
| BlackRock Inc. | 32,843,336 | $1.09B | 0.03% | +3,394,930+11.5% | Added |
| Price T Rowe Associates Inc | 27,778,381 | $925.0M | 0.12% | −4,713,533−14.5% | Reduced |
| Pzena Investment Management LLC | 26,568,063 | $884.7M | 3.33% | −334,497−1.2% | Reduced |
| Norges Bank | 18,217,109 | $606.6M | 0.11% | −1,833,534−9.1% | Reduced |
| Canada Pension Plan Investment Board | 18,166,769 | $605.0M | 0.76% | 00.0% | Unchanged |
| State Street Corp | 13,549,456 | $451.2M | 0.02% | +4,040,748+42.5% | Added |
| Wellington Management Group LLP | 11,240,981 | $374.3M | 0.07% | −5,982,108−34.7% | Reduced |
| Massachusetts Financial Services Co | 9,544,619 | $317.8M | 0.10% | −168,841−1.7% | Reduced |
| Invesco Ltd. | 9,108,110 | $303.3M | 0.07% | −449,577−4.7% | Reduced |
| HSBC Holdings PLC | 7,849,706 | $262.7M | 0.24% | +7,227,568+1,161.7% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $253.1M | 24.57% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 6,507,983 | $216.4M | 0.02% | +1,492,689+29.8% | Added |
| First Trust Advisors LP | 6,232,821 | $207.6M | 0.23% | +18,475+0.3% | Added |
| Thornburg Investment Management Inc | 5,445,068 | $181.3M | 2.62% | −1,7010.0% | Reduced |
| Sessa Capital IM, L.P. | 5,175,719 | $172.4M | 8.03% | −6,000,785−53.7% | Reduced |
| Dimensional Fund Advisors LP | 3,965,531 | $132.1M | 0.04% | −14,429−0.4% | Reduced |
| Northern Trust Corp | 3,958,417 | $131.8M | 0.02% | +781,426+24.6% | Added |
| Bank of New York Mellon Corp | 3,780,026 | $125.9M | 0.03% | +1,781,223+89.1% | Added |
| Nuveen Asset Management, LLC | 3,618,171 | $120.5M | 0.04% | −146,948−3.9% | Reduced |
| Morgan Stanley | 3,063,745 | $102.0M | 0.01% | +192,790+6.7% | Added |
| FIL Ltd | 2,934,345 | $97.7M | 0.10% | −162,455−5.2% | Reduced |
| Goldman Sachs Group Inc | 2,614,698 | $87.1M | 0.02% | +65,085+2.6% | Added |
| Ensign Peak Advisors, Inc | 2,355,018 | $78.4M | 0.16% | +31,695+1.4% | Added |
| Charles Schwab Investment Management Inc | 2,096,735 | $69.8M | 0.02% | +22,976+1.1% | Added |
| Voya Investment Management LLC | 2,091,920 | $69.7M | 0.07% | +585,843+38.9% | Added |
| Legal & General Group Plc | 1,881,577 | $62.7M | 0.02% | +37,975+2.1% | Added |
| Marshall Wace, LLP | 1,753,110 | $58.4M | 0.11% | +1,753,110 | New |
| UBS Asset Management Americas Inc | 1,498,096 | $49.9M | 0.02% | −77,497−4.9% | Reduced |
| Ci Investments Inc. | 1,449,088 | $48.3M | 0.25% | −63,289−4.2% | Reduced |
| Voloridge Investment Management, LLC | 1,340,966 | $44.7M | 0.18% | +1,313,735+4,824.4% | Added |
| Principal Financial Group Inc | 1,242,941 | $41.4M | 0.03% | +1,139,814+1,105.3% | Added |
| Algebris (UK) Ltd | 1,803,727 | $38.7M | 20.20% | +1,225,449+211.9% | Added |
| Lazard Asset Management LLC | 1,138,489 | $37.9M | 0.05% | +198,097+21.1% | Added |
| Swiss National Bank | 1,086,200 | $36.2M | 0.03% | −60,500−5.3% | Reduced |
| Clearbridge Investments, LLC | 1,081,001 | $36.0M | 0.03% | −1,840,486−63.0% | Reduced |
| Poplar Forest Capital LLC | 1,067,737 | $35.6M | 5.16% | −420,858−28.3% | Reduced |
| Ameriprise Financial Inc | 1,062,415 | $35.4M | 0.01% | −370,881−25.9% | Reduced |
| Rhumbline Advisers | 1,023,387 | $34.1M | 0.04% | +538,801+111.2% | Added |
| O'Shaughnessy Asset Management, LLC | 988,462 | $32.9M | 0.44% | −508,252−34.0% | Reduced |
| Deutsche Bank AG | 950,896 | $31.7M | 0.02% | +319,445+50.6% | Added |
| Barclays PLC | 943,681 | $31.4M | 0.02% | +431,838+84.4% | Added |
| Manufacturers Life Insurance Company, The | 873,992 | $29.1M | 0.02% | +280,975+47.4% | Added |
| Storebrand Asset Management AS | 867,716 | $28.9M | 0.10% | −16,115−1.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,918 | $28.0M | 0.02% | −35,565−4.1% | Reduced |
| Credit Suisse AG | 795,017 | $26.5M | 0.03% | −2,821−0.4% | Reduced |
| Swedbank AB | 709,047 | $23.6M | 0.04% | −127,190−15.2% | Reduced |
| Citadel Advisors LLC | 698,701 | $23.3M | 0.02% | −564,958−44.7% | Reduced |
| California Public Employees Retirement System | 664,110 | $22.1M | 0.02% | −34,779−5.0% | Reduced |
| Brandywine Global Investment Management, LLC | 650,124 | $21.6M | 0.17% | +162,895+33.4% | Added |
| Amundi | 662,210 | $21.6M | 0.01% | +168,993+34.3% | Added |
| California State Teachers Retirement System | 609,094 | $20.3M | 0.03% | −14,874−2.4% | Reduced |
| Two Sigma Investments, LP | 596,330 | $19.9M | 0.05% | +174,054+41.2% | Added |
| AQR Capital Management LLC | 581,848 | $19.4M | 0.04% | −215,713−27.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 579,880 | $19.3M | 0.07% | +240,659+70.9% | Added |
| FMR LLC | 572,446 | $19.1M | 0.00% | −764,942−57.2% | Reduced |
| JPMorgan Chase & Co | 570,300 | $19.0M | 0.00% | +432,903+315.1% | Added |
| Great West Life Assurance Co | 529,142 | $17.6M | 0.04% | +233,446+78.9% | Added |
| Russell Investments Group, Ltd. | 506,031 | $16.9M | 0.03% | −3,230−0.6% | Reduced |
| Jane Street Group, LLC | 491,982 | $16.4M | 0.02% | +423,074+614.0% | Added |
| LSV Asset Management | 479,753 | $16.0M | 0.03% | −95,924−16.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 454,717 | $15.1M | 0.57% | −998,059−68.7% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 446,561 | $14.9M | 0.04% | −23,503−5.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 438,096 | $14.6M | 0.04% | −271,873−38.3% | Reduced |
| Wells Fargo & Company | 434,438 | $14.5M | 0.00% | −64,960−13.0% | Reduced |
| American International Group, Inc. | 433,020 | $14.4M | 0.06% | +426,807+6,869.6% | Added |
| State Board of Administration of Florida Retirement System | 425,585 | $14.2M | 0.03% | +190.0% | Added |
| Putnam Investments LLC | 414,833 | $13.8M | 0.02% | −18,014−4.2% | Reduced |
| Retirement Systems of Alabama | 398,501 | $13.3M | 0.06% | +398,501 | New |
| Weiss Multi-Strategy Advisers LLC | 387,121 | $12.9M | 0.33% | +112,746+41.1% | Added |
| CBOE Vest Financial, LLC | 384,819 | $12.8M | 0.48% | +68,520+21.7% | Added |
| SEI Investments Co | 361,649 | $12.0M | 0.02% | −40,907−10.2% | Reduced |
| Alliancebernstein L.P. | 358,014 | $11.9M | 0.00% | +303,232+553.5% | Added |
| Interval Partners, LP | 349,540 | $11.6M | 0.51% | −356,148−50.5% | Reduced |
| Community Trust & Investment Co | 336,041 | $11.2M | 0.86% | −822−0.2% | Reduced |
| Allianz Asset Management GmbH | 332,013 | $11.1M | 0.02% | −30,150−8.3% | Reduced |
| American Century Companies Inc | 325,945 | $10.9M | 0.01% | +97,795+42.9% | Added |
| Soapstone Management L.P. | 325,000 | $10.8M | 5.92% | −100,000−23.5% | Reduced |
| Citigroup Inc | 314,224 | $10.5M | 0.01% | +113,295+56.4% | Added |
| Parkwood LLC | 305,416 | $10.2M | 1.63% | +305,416 | New |
| New York State Common Retirement Fund | 302,693 | $10.1M | 0.01% | −106,619−26.0% | Reduced |
| Thrivent Financial for Lutherans | 302,546 | $10.1M | 0.02% | −72,484−19.3% | Reduced |
| Korea Investment CORP | 300,008 | $9.99M | 0.03% | +193,925+182.8% | Added |
| Bank of America Corp | 287,528 | $9.57M | 0.00% | −146,359−33.7% | Reduced |
| Nomura Holdings Inc | 275,319 | $9.17M | 0.08% | +275,319 | New |
| Texas Permanent School Fund | 274,824 | $9.15M | 0.08% | +274,824 | New |
| Oppenheimer Asset Management Inc. | 258,011 | $8.59M | 0.12% | −8,654−3.2% | Reduced |
| Two Sigma Advisers, LP | 245,200 | $8.17M | 0.02% | +245,200 | New |
| Amalgamated Bank | 232,922 | $7.76M | 0.06% | +151,313+185.4% | Added |
| Millennium Management LLC | 227,554 | $7.58M | 0.01% | −1,287,173−85.0% | Reduced |
| Toronto Dominion Bank | 227,031 | $7.56M | 0.01% | +141,675+166.0% | Added |
| Graham Capital Management, L.P. | 216,025 | $7.19M | 0.23% | −8,457−3.8% | Reduced |
| Susquehanna International Group, LLP | 215,128 | $7.16M | 0.01% | +15,513+7.8% | Added |
| Franklin Resources Inc | 210,673 | $7.02M | 0.00% | +118,178+127.8% | Added |
| Hyperion Capital Advisors LP | 206,061 | $6.86M | 3.71% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 204,400 | $6.81M | 0.07% | −18,000−8.1% | Reduced |
| Victory Capital Management Inc | 198,832 | $6.62M | 0.01% | −18,524−8.5% | Reduced |
| Mutual of America Capital Management LLC | 196,613 | $6.55M | 0.08% | +196,613 | New |
| State of New Jersey Common Pension Fund D | 195,625 | $6.51M | 0.02% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 194,571 | $6.48M | 0.02% | +38,233+24.5% | Added |