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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 42,244 | $901.4K | 0.01% | +42,244 | New |
| Maryland State Retirement & Pension System | 27,283 | $908.5K | 0.02% | 00.0% | Unchanged |
| Toroso Investments, LLC | 27,443 | $913.9K | 0.02% | −2,858−9.4% | Reduced |
| JustInvest LLC | 27,758 | $924.4K | 0.02% | +11,906+75.1% | Added |
| Wilbanks Smith & Thomas Asset Management LLC | 28,010 | $932.7K | 0.03% | −33,613−54.5% | Reduced |
| Global Endowment Management, LP | 29,102 | $969.1K | 0.11% | −5,400−15.7% | Reduced |
| Lecap Asset Management Ltd | 29,314 | $976.2K | 0.36% | +29,314 | New |
| Gulf International Bank (UK) Ltd | 29,513 | $982.0K | 0.03% | −4,377−12.9% | Reduced |
| HighTower Advisors, LLC | 29,531 | $984.0K | 0.00% | −3,474−10.5% | Reduced |
| Point72 Hong Kong Ltd | 29,822 | $993.1K | 0.06% | +29,822 | New |
| Mesirow Financial Investment Management, Inc. | 30,015 | $999.5K | 0.04% | +30,015 | New |
| Janus Henderson Group PLC | 30,185 | $1.01M | 0.00% | −317−1.0% | Reduced |
| Elo Mutual Pension Insurance Co | 30,326 | $1.01M | 0.03% | +244+0.8% | Added |
| Integrated Advisors Network LLC | 30,393 | $1.01M | 0.06% | −1,020−3.2% | Reduced |
| Ritholtz Wealth Management | 31,020 | $1.03M | 0.04% | −2,082−6.3% | Reduced |
| First National Advisers, LLC | 31,320 | $1.04M | 0.30% | +9,566+44.0% | Added |
| Verdence Capital Advisors LLC | 31,849 | $1.06M | 0.10% | −5,333−14.3% | Reduced |
| Summit Global Investments | 31,951 | $1.06M | 0.07% | +31,951 | New |
| Degroof Petercam Asset Management | 33,000 | $1.10M | 0.01% | +33,000 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,231 | $1.11M | 0.00% | −26,609−44.5% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,061 | $1.13M | 0.28% | +150.0% | Added |
| State of Alaska, Department of Revenue | 34,360 | $1.14M | 0.01% | +34,360 | New |
| Shell Asset Management Co | 36,304 | $1.21M | 0.06% | −21,000−36.6% | Reduced |
| Quinn Opportunity Partners LLC | 36,413 | $1.21M | 0.14% | −4,000−9.9% | Reduced |
| TD Asset Management Inc | 36,446 | $1.21M | 0.00% | +8,642+31.1% | Added |
| Engineers Gate Manager LP | 37,718 | $1.26M | 0.04% | +37,718 | New |
| Aigen Investment Management, LP | 37,970 | $1.26M | 0.23% | −3,129−7.6% | Reduced |
| Verition Fund Management LLC | 38,666 | $1.29M | 0.01% | +3,449+9.8% | Added |
| National Bank of Canada | 39,223 | $1.30M | 0.00% | −87,346−69.0% | Reduced |
| Icon Advisers Inc | 39,200 | $1.31M | 0.30% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,342 | $1.31M | 0.01% | +53+0.1% | Added |
| British Columbia Investment Management Corp | 40,015 | $1.33M | 0.01% | +7,612+23.5% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.36M | 0.66% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,007 | $1.37M | 0.02% | −50−0.1% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.37M | 0.02% | 00.0% | Unchanged |
| AMG National Trust Bank | 42,719 | $1.42M | 0.04% | −415−1.0% | Reduced |
| Oak Thistle LLC | 43,394 | $1.45M | 0.42% | +18,479+74.2% | Added |
| Royal Bank of Canada | 43,887 | $1.46M | 0.00% | −360,020−89.1% | Reduced |
| Qsemble Capital Management, LP | 44,369 | $1.48M | 0.37% | +44,369 | New |
| CI Private Wealth, LLC | 45,433 | $1.51M | 0.00% | −1,498−3.2% | Reduced |
| Public Sector Pension Investment Board | 46,379 | $1.54M | 0.01% | +1,896+4.3% | Added |
| Tower Research Capital LLC (TRC) | 46,796 | $1.56M | 0.02% | +15,137+47.8% | Added |
| Pacer Advisors, Inc. | 47,240 | $1.57M | 0.00% | +47,240 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.65M | 0.16% | 00.0% | Unchanged |
| Allspring Global Investments Holdings, LLC | 50,987 | $1.70M | 0.00% | −20,783−29.0% | Reduced |
| Man Group plc | 52,394 | $1.74M | 0.01% | – | – |
| Tredje AP-fonden | 53,653 | $1.79M | 0.02% | −5,120−8.7% | Reduced |
| Bank of Montreal | 54,097 | $1.82M | 0.00% | −732,449−93.1% | Reduced |
| LPL Financial LLC | 56,183 | $1.87M | 0.00% | +2,302+4.3% | Added |
| Federated Hermes, Inc. | 59,820 | $1.99M | 0.00% | +41,082+219.2% | Added |
| Utah Retirement Systems | 59,938 | $2.00M | 0.03% | −1,500−2.4% | Reduced |
| Searle & Co. | 60,300 | $2.01M | 0.55% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 60,575 | $2.02M | 0.01% | −18,885−23.8% | Reduced |
| EJF Capital LLC | 61,315 | $2.04M | 1.07% | −12,466−16.9% | Reduced |
| Greenwich Investment Management, Inc. | 61,512 | $2.05M | 1.54% | −861−1.4% | Reduced |
| Intech Investment Management LLC | 62,436 | $2.08M | 0.03% | −21,204−25.4% | Reduced |
| Macquarie Group Ltd | 65,043 | $2.17M | 0.00% | −36,222−35.8% | Reduced |
| KBC Group NV | 65,170 | $2.17M | 0.01% | +14,034+27.4% | Added |
| New Mexico Educational Retirement Board | 65,500 | $2.18M | 0.08% | +65,500 | New |
| Neuberger Berman Group LLC | 66,049 | $2.20M | 0.00% | −6,340−8.8% | Reduced |
| DekaBank Deutsche Girozentrale | 67,605 | $2.24M | 0.00% | −3,664−5.1% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $2.27M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 68,758 | $2.29M | 0.14% | −10,485−13.2% | Reduced |
| Ontario Teachers Pension Plan Board | 69,671 | $2.32M | 0.02% | +11,508+19.8% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,209 | $2.34M | 0.02% | +70,209 | New |
| Ameritas Investment Partners, Inc. | 70,253 | $2.34M | 0.09% | +70,253 | New |
| Northwestern Mutual Investment Management Company, LLC | 70,786 | $2.36M | 0.06% | +70,786 | New |
| TCW Group Inc | 71,986 | $2.40M | 0.03% | +371+0.5% | Added |
| Cubist Systematic Strategies, LLC | 72,819 | $2.42M | 0.03% | −4,521−5.8% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $2.43M | 0.01% | −1,028−1.4% | Reduced |
| Wedge Capital Management L L P | 73,312 | $2.44M | 0.04% | +5,310+7.8% | Added |
| DnB Asset Management AS | 73,524 | $2.45M | 0.01% | −8,633−10.5% | Reduced |
| Xponance, Inc. | 74,304 | $2.47M | 0.03% | +22,017+42.1% | Added |
| Quadrature Capital Ltd | 78,903 | $2.63M | 0.05% | +78,903 | New |
| Hennessy Advisors Inc | 82,400 | $2.74M | 0.14% | 00.0% | Unchanged |
| State of Michigan Retirement System | 83,686 | $2.79M | 0.02% | +74,300+791.6% | Added |
| Alaska Permanent Fund Corp | 85,844 | $2.86M | 0.05% | −1,956−2.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 86,833 | $2.89M | 0.03% | +86,833 | New |
| Nomura Asset Management Co Ltd | 88,548 | $2.95M | 0.01% | +329+0.4% | Added |
| Louisiana State Employees Retirement System | 89,400 | $2.98M | 0.06% | +89,400 | New |
| BlueMar Capital Management, LLC | 90,452 | $3.01M | 4.54% | −109,375−54.7% | Reduced |
| Mercer Global Advisors Inc | 91,817 | $3.06M | 0.01% | −5,684−5.8% | Reduced |
| Ethic Inc. | 94,555 | $3.15M | 0.09% | +16,955+21.8% | Added |
| Arizona State Retirement System | 95,466 | $3.18M | 0.02% | −1,681−1.7% | Reduced |
| Keeley-Teton Advisors, LLC | 96,414 | $3.21M | 0.41% | −7,470−7.2% | Reduced |
| Hohimer Wealth Management, LLC | 96,937 | $3.23M | 0.82% | −1,396−1.4% | Reduced |
| Kendall Capital Management | 99,769 | $3.32M | 1.29% | +13,910+16.2% | Added |
| Richard Bernstein Advisors LLC | 99,859 | $3.33M | 0.07% | +59+0.1% | Added |
| IFM Investors Pty Ltd | 100,354 | $3.34M | 0.04% | 00.0% | Unchanged |
| Rockefeller Capital Management L.P. | 101,685 | $3.39M | 0.01% | +2,786+2.8% | Added |
| QRG Capital Management, Inc. | 103,226 | $3.44M | 0.05% | −5,138−4.7% | Reduced |
| Vident Advisory, LLC | 104,046 | $3.46M | 0.09% | +1,091+1.1% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 106,897 | $3.56M | 0.04% | +21,800+25.6% | Added |
| Chartwell Investment Partners, LLC | 107,010 | $3.56M | 0.12% | +11,955+12.6% | Added |
| Oregon Public Employees Retirement Fund | 110,278 | $3.67M | 0.06% | +65,791+147.9% | Added |
| Royal London Asset Management Ltd | 117,742 | $3.92M | 0.01% | −7,628−6.1% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,070 | $3.93M | 0.01% | +90,099+322.1% | Added |
| Standard Life Aberdeen plc | 122,993 | $4.10M | 0.01% | +61,047+98.5% | Added |
| Raymond James & Associates | 131,514 | $4.38M | 0.00% | −14,994−10.2% | Reduced |
| Twinbeech Capital LP | 132,373 | $4.41M | 0.07% | +132,373 | New |