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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 2,355,018 | $78.4M | 0.16% | +31,695+1.4% | Added |
| Goldman Sachs Group Inc | 2,614,698 | $87.1M | 0.02% | +65,085+2.6% | Added |
| FIL Ltd | 2,934,345 | $97.7M | 0.10% | −162,455−5.2% | Reduced |
| Morgan Stanley | 3,063,745 | $102.0M | 0.01% | +192,790+6.7% | Added |
| Nuveen Asset Management, LLC | 3,618,171 | $120.5M | 0.04% | −146,948−3.9% | Reduced |
| Bank of New York Mellon Corp | 3,780,026 | $125.9M | 0.03% | +1,781,223+89.1% | Added |
| Northern Trust Corp | 3,958,417 | $131.8M | 0.02% | +781,426+24.6% | Added |
| Dimensional Fund Advisors LP | 3,965,531 | $132.1M | 0.04% | −14,429−0.4% | Reduced |
| Sessa Capital IM, L.P. | 5,175,719 | $172.4M | 8.03% | −6,000,785−53.7% | Reduced |
| Thornburg Investment Management Inc | 5,445,068 | $181.3M | 2.62% | −1,7010.0% | Reduced |
| First Trust Advisors LP | 6,232,821 | $207.6M | 0.23% | +18,475+0.3% | Added |
| Geode Capital Management, LLC | 6,507,983 | $216.4M | 0.02% | +1,492,689+29.8% | Added |
| Conifer Management, L.L.C. | 7,600,000 | $253.1M | 24.57% | 00.0% | Unchanged |
| HSBC Holdings PLC | 7,849,706 | $262.7M | 0.24% | +7,227,568+1,161.7% | Added |
| Invesco Ltd. | 9,108,110 | $303.3M | 0.07% | −449,577−4.7% | Reduced |
| Massachusetts Financial Services Co | 9,544,619 | $317.8M | 0.10% | −168,841−1.7% | Reduced |
| Wellington Management Group LLP | 11,240,981 | $374.3M | 0.07% | −5,982,108−34.7% | Reduced |
| State Street Corp | 13,549,456 | $451.2M | 0.02% | +4,040,748+42.5% | Added |
| Canada Pension Plan Investment Board | 18,166,769 | $605.0M | 0.76% | 00.0% | Unchanged |
| Norges Bank | 18,217,109 | $606.6M | 0.11% | −1,833,534−9.1% | Reduced |
| Pzena Investment Management LLC | 26,568,063 | $884.7M | 3.33% | −334,497−1.2% | Reduced |
| Price T Rowe Associates Inc | 27,778,381 | $925.0M | 0.12% | −4,713,533−14.5% | Reduced |
| BlackRock Inc. | 32,843,336 | $1.09B | 0.03% | +3,394,930+11.5% | Added |
| Vanguard Group Inc | 38,012,452 | $1.27B | 0.03% | +446,752+1.2% | Added |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −3,341,032−100.0% | Sold out |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −571,165−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −349,073−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −316,261−100.0% | Sold out |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −276,679−100.0% | Sold out |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −267,500−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −250,120−100.0% | Sold out |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −150,000−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −125,336−100.0% | Sold out |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −120,725−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −118,339−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −116,711−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −115,053−100.0% | Sold out |
| Power Corp of Canada | 0 | $0 | 0.00% | −93,686−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −64,099−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −61,490−100.0% | Sold out |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,929−100.0% | Sold out |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −40,481−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −34,125−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −23,790−100.0% | Sold out |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,412−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −22,266−100.0% | Sold out |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −18,875−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −16,323−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −15,226−100.0% | Sold out |
| Mirova | 0 | $0 | 0.00% | −12,599−100.0% | Sold out |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,249−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,900−100.0% | Sold out |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,739−100.0% | Sold out |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,113−100.0% | Sold out |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,029−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,071−100.0% | Sold out |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −8,419−100.0% | Sold out |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,169−100.0% | Sold out |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,838−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −3,100−100.0% | Sold out |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,365−100.0% | Sold out |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −2,067−100.0% | Sold out |
| Earnest Partners LLC | 0 | $0 | 0.00% | −316−100.0% | Sold out |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −150−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| BTC Capital Management, Inc. | – | – | – | – | Not filed |
| First Republic Investment Management, Inc. | – | – | – | – | Not filed |
| Rothschild Investment Corp | – | – | – | – | Not filed |
| Steward Financial Group LLC | – | – | – | – | Not filed |