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 |
|---|---|---|---|---|---|
| New York State Teachers Retirement System | 132,896 | $4.42M | 0.01% | +132,896 | New |
| Nordea Investment Management AB | 136,004 | $4.55M | 0.01% | −8,278−5.7% | Reduced |
| Comerica Bank | 137,937 | $4.59M | 0.02% | +120,915+710.3% | Added |
| Quantbot Technologies LP | 141,175 | $4.70M | 0.27% | +141,175 | New |
| Public Employees Retirement System of Ohio | 144,839 | $4.82M | 0.02% | −791−0.5% | Reduced |
| Point72 Asset Management, L.P. | 145,554 | $4.85M | 0.01% | +132,404+1,006.9% | Added |
| Asset Management One Co.,Ltd. | 146,622 | $4.94M | 0.02% | +6,022+4.3% | Added |
| Benson Investment Management Company, Inc. | 148,945 | $4.96M | 2.54% | +282+0.2% | Added |
| Uniplan Investment Counsel, Inc. | 147,307 | $4.96M | 0.37% | −12,736−8.0% | Reduced |
| Yousif Capital Management, LLC | 153,314 | $5.11M | 0.06% | +144,981+1,739.8% | Added |
| Treasurer of the State of North Carolina | 153,398 | $5.11M | 0.02% | −3,620−2.3% | Reduced |
| Foster & Motley Inc | 158,705 | $5.29M | 0.39% | +34,745+28.0% | Added |
| Kempner Capital Management Inc. | 159,382 | $5.31M | 2.97% | −460.0% | Reduced |
| Envestnet Asset Management Inc | 162,771 | $5.42M | 0.00% | −33,992−17.3% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,559 | $5.47M | 0.01% | +9,766+6.2% | Added |
| Mn Services Vermogensbeheer B.V. | 164,700 | $5.49M | 0.05% | −6,300−3.7% | Reduced |
| Eagle Asset Management Inc | 166,108 | $5.53M | 0.03% | −13,893−7.7% | Reduced |
| Pictet Asset Management Holding SA | 177,598 | $5.91M | 0.01% | +1,064+0.6% | Added |
| Seven Eight Capital, LP | 180,790 | $6.02M | 0.70% | +180,790 | New |
| UBS Group AG | 181,494 | $6.04M | 0.00% | −22,093−10.9% | Reduced |
| State of Wisconsin Investment Board | 190,669 | $6.35M | 0.02% | +1,204+0.6% | Added |
| D. E. Shaw & Co., Inc. | 192,333 | $6.40M | 0.01% | +71,504+59.2% | Added |
| Stifel Financial Corp | 194,096 | $6.46M | 0.01% | −92,436−32.3% | Reduced |
| MetLife Investment Management | 194,187 | $6.47M | 0.05% | +172,215+783.8% | Added |
| Assenagon Asset Management S.A. | 194,571 | $6.48M | 0.02% | +38,233+24.5% | Added |
| State of New Jersey Common Pension Fund D | 195,625 | $6.51M | 0.02% | 00.0% | Unchanged |
| Mutual of America Capital Management LLC | 196,613 | $6.55M | 0.08% | +196,613 | New |
| Victory Capital Management Inc | 198,832 | $6.62M | 0.01% | −18,524−8.5% | Reduced |
| Forsta Ap-Fonden | 204,400 | $6.81M | 0.07% | −18,000−8.1% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $6.86M | 3.71% | 00.0% | Unchanged |
| Franklin Resources Inc | 210,673 | $7.02M | 0.00% | +118,178+127.8% | Added |
| Susquehanna International Group, LLP | 215,128 | $7.16M | 0.01% | +15,513+7.8% | Added |
| Graham Capital Management, L.P. | 216,025 | $7.19M | 0.23% | −8,457−3.8% | Reduced |
| Toronto Dominion Bank | 227,031 | $7.56M | 0.01% | +141,675+166.0% | Added |
| Millennium Management LLC | 227,554 | $7.58M | 0.01% | −1,287,173−85.0% | Reduced |
| Amalgamated Bank | 232,922 | $7.76M | 0.06% | +151,313+185.4% | Added |
| Two Sigma Advisers, LP | 245,200 | $8.17M | 0.02% | +245,200 | New |
| Oppenheimer Asset Management Inc. | 258,011 | $8.59M | 0.12% | −8,654−3.2% | Reduced |
| Texas Permanent School Fund | 274,824 | $9.15M | 0.08% | +274,824 | New |
| Nomura Holdings Inc | 275,319 | $9.17M | 0.08% | +275,319 | New |
| Bank of America Corp | 287,528 | $9.57M | 0.00% | −146,359−33.7% | Reduced |
| Korea Investment CORP | 300,008 | $9.99M | 0.03% | +193,925+182.8% | Added |
| Thrivent Financial for Lutherans | 302,546 | $10.1M | 0.02% | −72,484−19.3% | Reduced |
| New York State Common Retirement Fund | 302,693 | $10.1M | 0.01% | −106,619−26.0% | Reduced |
| Parkwood LLC | 305,416 | $10.2M | 1.63% | +305,416 | New |
| Citigroup Inc | 314,224 | $10.5M | 0.01% | +113,295+56.4% | Added |
| Soapstone Management L.P. | 325,000 | $10.8M | 5.92% | −100,000−23.5% | Reduced |
| American Century Companies Inc | 325,945 | $10.9M | 0.01% | +97,795+42.9% | Added |
| Allianz Asset Management GmbH | 332,013 | $11.1M | 0.02% | −30,150−8.3% | Reduced |
| Community Trust & Investment Co | 336,041 | $11.2M | 0.86% | −822−0.2% | Reduced |
| Interval Partners, LP | 349,540 | $11.6M | 0.51% | −356,148−50.5% | Reduced |
| Alliancebernstein L.P. | 358,014 | $11.9M | 0.00% | +303,232+553.5% | Added |
| SEI Investments Co | 361,649 | $12.0M | 0.02% | −40,907−10.2% | Reduced |
| CBOE Vest Financial, LLC | 384,819 | $12.8M | 0.48% | +68,520+21.7% | Added |
| Weiss Multi-Strategy Advisers LLC | 387,121 | $12.9M | 0.33% | +112,746+41.1% | Added |
| Retirement Systems of Alabama | 398,501 | $13.3M | 0.06% | +398,501 | New |
| Putnam Investments LLC | 414,833 | $13.8M | 0.02% | −18,014−4.2% | Reduced |
| State Board of Administration of Florida Retirement System | 425,585 | $14.2M | 0.03% | +190.0% | Added |
| American International Group, Inc. | 433,020 | $14.4M | 0.06% | +426,807+6,869.6% | Added |
| Wells Fargo & Company | 434,438 | $14.5M | 0.00% | −64,960−13.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 438,096 | $14.6M | 0.04% | −271,873−38.3% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 446,561 | $14.9M | 0.04% | −23,503−5.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 454,717 | $15.1M | 0.57% | −998,059−68.7% | Reduced |
| LSV Asset Management | 479,753 | $16.0M | 0.03% | −95,924−16.7% | Reduced |
| Jane Street Group, LLC | 491,982 | $16.4M | 0.02% | +423,074+614.0% | Added |
| Russell Investments Group, Ltd. | 506,031 | $16.9M | 0.03% | −3,230−0.6% | Reduced |
| Great West Life Assurance Co | 529,142 | $17.6M | 0.04% | +233,446+78.9% | Added |
| JPMorgan Chase & Co | 570,300 | $19.0M | 0.00% | +432,903+315.1% | Added |
| FMR LLC | 572,446 | $19.1M | 0.00% | −764,942−57.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 579,880 | $19.3M | 0.07% | +240,659+70.9% | Added |
| AQR Capital Management LLC | 581,848 | $19.4M | 0.04% | −215,713−27.0% | Reduced |
| Two Sigma Investments, LP | 596,330 | $19.9M | 0.05% | +174,054+41.2% | Added |
| California State Teachers Retirement System | 609,094 | $20.3M | 0.03% | −14,874−2.4% | Reduced |
| Amundi | 662,210 | $21.6M | 0.01% | +168,993+34.3% | Added |
| Brandywine Global Investment Management, LLC | 650,124 | $21.6M | 0.17% | +162,895+33.4% | Added |
| California Public Employees Retirement System | 664,110 | $22.1M | 0.02% | −34,779−5.0% | Reduced |
| Citadel Advisors LLC | 698,701 | $23.3M | 0.02% | −564,958−44.7% | Reduced |
| Swedbank AB | 709,047 | $23.6M | 0.04% | −127,190−15.2% | Reduced |
| Credit Suisse AG | 795,017 | $26.5M | 0.03% | −2,821−0.4% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,918 | $28.0M | 0.02% | −35,565−4.1% | Reduced |
| Storebrand Asset Management AS | 867,716 | $28.9M | 0.10% | −16,115−1.8% | Reduced |
| Manufacturers Life Insurance Company, The | 873,992 | $29.1M | 0.02% | +280,975+47.4% | Added |
| Barclays PLC | 943,681 | $31.4M | 0.02% | +431,838+84.4% | Added |
| Deutsche Bank AG | 950,896 | $31.7M | 0.02% | +319,445+50.6% | Added |
| O'Shaughnessy Asset Management, LLC | 988,462 | $32.9M | 0.44% | −508,252−34.0% | Reduced |
| Rhumbline Advisers | 1,023,387 | $34.1M | 0.04% | +538,801+111.2% | Added |
| Ameriprise Financial Inc | 1,062,415 | $35.4M | 0.01% | −370,881−25.9% | Reduced |
| Poplar Forest Capital LLC | 1,067,737 | $35.6M | 5.16% | −420,858−28.3% | Reduced |
| Clearbridge Investments, LLC | 1,081,001 | $36.0M | 0.03% | −1,840,486−63.0% | Reduced |
| Swiss National Bank | 1,086,200 | $36.2M | 0.03% | −60,500−5.3% | Reduced |
| Lazard Asset Management LLC | 1,138,489 | $37.9M | 0.05% | +198,097+21.1% | Added |
| Algebris (UK) Ltd | 1,803,727 | $38.7M | 20.20% | +1,225,449+211.9% | Added |
| Principal Financial Group Inc | 1,242,941 | $41.4M | 0.03% | +1,139,814+1,105.3% | Added |
| Voloridge Investment Management, LLC | 1,340,966 | $44.7M | 0.18% | +1,313,735+4,824.4% | Added |
| Ci Investments Inc. | 1,449,088 | $48.3M | 0.25% | −63,289−4.2% | Reduced |
| UBS Asset Management Americas Inc | 1,498,096 | $49.9M | 0.02% | −77,497−4.9% | Reduced |
| Marshall Wace, LLP | 1,753,110 | $58.4M | 0.11% | +1,753,110 | New |
| Legal & General Group Plc | 1,881,577 | $62.7M | 0.02% | +37,975+2.1% | Added |
| Voya Investment Management LLC | 2,091,920 | $69.7M | 0.07% | +585,843+38.9% | Added |
| Charles Schwab Investment Management Inc | 2,096,735 | $69.8M | 0.02% | +22,976+1.1% | Added |