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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 194,187 | $6.47M | 0.05% | +172,215+783.8% | Added |
| Stifel Financial Corp | 194,096 | $6.46M | 0.01% | −92,436−32.3% | Reduced |
| D. E. Shaw & Co., Inc. | 192,333 | $6.40M | 0.01% | +71,504+59.2% | Added |
| State of Wisconsin Investment Board | 190,669 | $6.35M | 0.02% | +1,204+0.6% | Added |
| UBS Group AG | 181,494 | $6.04M | 0.00% | −22,093−10.9% | Reduced |
| Seven Eight Capital, LP | 180,790 | $6.02M | 0.70% | +180,790 | New |
| Pictet Asset Management Holding SA | 177,598 | $5.91M | 0.01% | +1,064+0.6% | Added |
| Eagle Asset Management Inc | 166,108 | $5.53M | 0.03% | −13,893−7.7% | Reduced |
| Mn Services Vermogensbeheer B.V. | 164,700 | $5.49M | 0.05% | −6,300−3.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 168,559 | $5.47M | 0.01% | +9,766+6.2% | Added |
| Envestnet Asset Management Inc | 162,771 | $5.42M | 0.00% | −33,992−17.3% | Reduced |
| Kempner Capital Management Inc. | 159,382 | $5.31M | 2.97% | −460.0% | Reduced |
| Foster & Motley Inc | 158,705 | $5.29M | 0.39% | +34,745+28.0% | Added |
| Treasurer of the State of North Carolina | 153,398 | $5.11M | 0.02% | −3,620−2.3% | Reduced |
| Yousif Capital Management, LLC | 153,314 | $5.11M | 0.06% | +144,981+1,739.8% | Added |
| Uniplan Investment Counsel, Inc. | 147,307 | $4.96M | 0.37% | −12,736−8.0% | Reduced |
| Benson Investment Management Company, Inc. | 148,945 | $4.96M | 2.54% | +282+0.2% | Added |
| Asset Management One Co.,Ltd. | 146,622 | $4.94M | 0.02% | +6,022+4.3% | Added |
| Point72 Asset Management, L.P. | 145,554 | $4.85M | 0.01% | +132,404+1,006.9% | Added |
| Public Employees Retirement System of Ohio | 144,839 | $4.82M | 0.02% | −791−0.5% | Reduced |
| Quantbot Technologies LP | 141,175 | $4.70M | 0.27% | +141,175 | New |
| Comerica Bank | 137,937 | $4.59M | 0.02% | +120,915+710.3% | Added |
| Nordea Investment Management AB | 136,004 | $4.55M | 0.01% | −8,278−5.7% | Reduced |
| New York State Teachers Retirement System | 132,896 | $4.42M | 0.01% | +132,896 | New |
| Twinbeech Capital LP | 132,373 | $4.41M | 0.07% | +132,373 | New |
| Raymond James & Associates | 131,514 | $4.38M | 0.00% | −14,994−10.2% | Reduced |
| Standard Life Aberdeen plc | 122,993 | $4.10M | 0.01% | +61,047+98.5% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,070 | $3.93M | 0.01% | +90,099+322.1% | Added |
| Royal London Asset Management Ltd | 117,742 | $3.92M | 0.01% | −7,628−6.1% | Reduced |
| Oregon Public Employees Retirement Fund | 110,278 | $3.67M | 0.06% | +65,791+147.9% | Added |
| Chartwell Investment Partners, LLC | 107,010 | $3.56M | 0.12% | +11,955+12.6% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 106,897 | $3.56M | 0.04% | +21,800+25.6% | Added |
| Vident Advisory, LLC | 104,046 | $3.46M | 0.09% | +1,091+1.1% | Added |
| QRG Capital Management, Inc. | 103,226 | $3.44M | 0.05% | −5,138−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 101,685 | $3.39M | 0.01% | +2,786+2.8% | Added |
| IFM Investors Pty Ltd | 100,354 | $3.34M | 0.04% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 99,859 | $3.33M | 0.07% | +59+0.1% | Added |
| Kendall Capital Management | 99,769 | $3.32M | 1.29% | +13,910+16.2% | Added |
| Hohimer Wealth Management, LLC | 96,937 | $3.23M | 0.82% | −1,396−1.4% | Reduced |
| Keeley-Teton Advisors, LLC | 96,414 | $3.21M | 0.41% | −7,470−7.2% | Reduced |
| Arizona State Retirement System | 95,466 | $3.18M | 0.02% | −1,681−1.7% | Reduced |
| Ethic Inc. | 94,555 | $3.15M | 0.09% | +16,955+21.8% | Added |
| Mercer Global Advisors Inc | 91,817 | $3.06M | 0.01% | −5,684−5.8% | Reduced |
| BlueMar Capital Management, LLC | 90,452 | $3.01M | 4.54% | −109,375−54.7% | Reduced |
| Louisiana State Employees Retirement System | 89,400 | $2.98M | 0.06% | +89,400 | New |
| Nomura Asset Management Co Ltd | 88,548 | $2.95M | 0.01% | +329+0.4% | Added |
| Teachers Retirement System of the State of Kentucky | 86,833 | $2.89M | 0.03% | +86,833 | New |
| Alaska Permanent Fund Corp | 85,844 | $2.86M | 0.05% | −1,956−2.2% | Reduced |
| State of Michigan Retirement System | 83,686 | $2.79M | 0.02% | +74,300+791.6% | Added |
| Hennessy Advisors Inc | 82,400 | $2.74M | 0.14% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 78,903 | $2.63M | 0.05% | +78,903 | New |
| Xponance, Inc. | 74,304 | $2.47M | 0.03% | +22,017+42.1% | Added |
| DnB Asset Management AS | 73,524 | $2.45M | 0.01% | −8,633−10.5% | Reduced |
| Wedge Capital Management L L P | 73,312 | $2.44M | 0.04% | +5,310+7.8% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $2.43M | 0.01% | −1,028−1.4% | Reduced |
| Cubist Systematic Strategies, LLC | 72,819 | $2.42M | 0.03% | −4,521−5.8% | Reduced |
| TCW Group Inc | 71,986 | $2.40M | 0.03% | +371+0.5% | Added |
| Northwestern Mutual Investment Management Company, LLC | 70,786 | $2.36M | 0.06% | +70,786 | New |
| Ameritas Investment Partners, Inc. | 70,253 | $2.34M | 0.09% | +70,253 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,209 | $2.34M | 0.02% | +70,209 | New |
| Ontario Teachers Pension Plan Board | 69,671 | $2.32M | 0.02% | +11,508+19.8% | Added |
| First National Bank of Omaha | 68,758 | $2.29M | 0.14% | −10,485−13.2% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $2.27M | 0.01% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 67,605 | $2.24M | 0.00% | −3,664−5.1% | Reduced |
| Neuberger Berman Group LLC | 66,049 | $2.20M | 0.00% | −6,340−8.8% | Reduced |
| New Mexico Educational Retirement Board | 65,500 | $2.18M | 0.08% | +65,500 | New |
| KBC Group NV | 65,170 | $2.17M | 0.01% | +14,034+27.4% | Added |
| Macquarie Group Ltd | 65,043 | $2.17M | 0.00% | −36,222−35.8% | Reduced |
| Intech Investment Management LLC | 62,436 | $2.08M | 0.03% | −21,204−25.4% | Reduced |
| Greenwich Investment Management, Inc. | 61,512 | $2.05M | 1.54% | −861−1.4% | Reduced |
| EJF Capital LLC | 61,315 | $2.04M | 1.07% | −12,466−16.9% | Reduced |
| Nisa Investment Advisors, LLC | 60,575 | $2.02M | 0.01% | −18,885−23.8% | Reduced |
| Searle & Co. | 60,300 | $2.01M | 0.55% | 00.0% | Unchanged |
| Utah Retirement Systems | 59,938 | $2.00M | 0.03% | −1,500−2.4% | Reduced |
| Federated Hermes, Inc. | 59,820 | $1.99M | 0.00% | +41,082+219.2% | Added |
| LPL Financial LLC | 56,183 | $1.87M | 0.00% | +2,302+4.3% | Added |
| Bank of Montreal | 54,097 | $1.82M | 0.00% | −732,449−93.1% | Reduced |
| Tredje AP-fonden | 53,653 | $1.79M | 0.02% | −5,120−8.7% | Reduced |
| Man Group plc | 52,394 | $1.74M | 0.01% | – | – |
| Allspring Global Investments Holdings, LLC | 50,987 | $1.70M | 0.00% | −20,783−29.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.65M | 0.16% | 00.0% | Unchanged |
| Pacer Advisors, Inc. | 47,240 | $1.57M | 0.00% | +47,240 | New |
| Tower Research Capital LLC (TRC) | 46,796 | $1.56M | 0.02% | +15,137+47.8% | Added |
| Public Sector Pension Investment Board | 46,379 | $1.54M | 0.01% | +1,896+4.3% | Added |
| CI Private Wealth, LLC | 45,433 | $1.51M | 0.00% | −1,498−3.2% | Reduced |
| Qsemble Capital Management, LP | 44,369 | $1.48M | 0.37% | +44,369 | New |
| Royal Bank of Canada | 43,887 | $1.46M | 0.00% | −360,020−89.1% | Reduced |
| Oak Thistle LLC | 43,394 | $1.45M | 0.42% | +18,479+74.2% | Added |
| AMG National Trust Bank | 42,719 | $1.42M | 0.04% | −415−1.0% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.37M | 0.02% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 41,007 | $1.37M | 0.02% | −50−0.1% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.36M | 0.66% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 40,015 | $1.33M | 0.01% | +7,612+23.5% | Added |
| Nissay Asset Management Corp | 39,342 | $1.31M | 0.01% | +53+0.1% | Added |
| Icon Advisers Inc | 39,200 | $1.31M | 0.30% | 00.0% | Unchanged |
| National Bank of Canada | 39,223 | $1.30M | 0.00% | −87,346−69.0% | Reduced |
| Verition Fund Management LLC | 38,666 | $1.29M | 0.01% | +3,449+9.8% | Added |
| Aigen Investment Management, LP | 37,970 | $1.26M | 0.23% | −3,129−7.6% | Reduced |
| Engineers Gate Manager LP | 37,718 | $1.26M | 0.04% | +37,718 | New |
| TD Asset Management Inc | 36,446 | $1.21M | 0.00% | +8,642+31.1% | Added |