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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Quinn Opportunity Partners LLC | 36,413 | $1.21M | 0.14% | −4,000−9.9% | Reduced |
| Shell Asset Management Co | 36,304 | $1.21M | 0.06% | −21,000−36.6% | Reduced |
| State of Alaska, Department of Revenue | 34,360 | $1.14M | 0.01% | +34,360 | New |
| Wiley Bros.-Aintree Capital, LLC | 34,061 | $1.13M | 0.28% | +150.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,231 | $1.11M | 0.00% | −26,609−44.5% | Reduced |
| Degroof Petercam Asset Management | 33,000 | $1.10M | 0.01% | +33,000 | New |
| Summit Global Investments | 31,951 | $1.06M | 0.07% | +31,951 | New |
| Verdence Capital Advisors LLC | 31,849 | $1.06M | 0.10% | −5,333−14.3% | Reduced |
| First National Advisers, LLC | 31,320 | $1.04M | 0.30% | +9,566+44.0% | Added |
| Ritholtz Wealth Management | 31,020 | $1.03M | 0.04% | −2,082−6.3% | Reduced |
| Integrated Advisors Network LLC | 30,393 | $1.01M | 0.06% | −1,020−3.2% | Reduced |
| Elo Mutual Pension Insurance Co | 30,326 | $1.01M | 0.03% | +244+0.8% | Added |
| Janus Henderson Group PLC | 30,185 | $1.01M | 0.00% | −317−1.0% | Reduced |
| Mesirow Financial Investment Management, Inc. | 30,015 | $999.5K | 0.04% | +30,015 | New |
| Point72 Hong Kong Ltd | 29,822 | $993.1K | 0.06% | +29,822 | New |
| HighTower Advisors, LLC | 29,531 | $984.0K | 0.00% | −3,474−10.5% | Reduced |
| Gulf International Bank (UK) Ltd | 29,513 | $982.0K | 0.03% | −4,377−12.9% | Reduced |
| Lecap Asset Management Ltd | 29,314 | $976.2K | 0.36% | +29,314 | New |
| Global Endowment Management, LP | 29,102 | $969.1K | 0.11% | −5,400−15.7% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 28,010 | $932.7K | 0.03% | −33,613−54.5% | Reduced |
| JustInvest LLC | 27,758 | $924.4K | 0.02% | +11,906+75.1% | Added |
| Toroso Investments, LLC | 27,443 | $913.9K | 0.02% | −2,858−9.4% | Reduced |
| Maryland State Retirement & Pension System | 27,283 | $908.5K | 0.02% | 00.0% | Unchanged |
| Zacks Investment Management | 42,244 | $901.4K | 0.01% | +42,244 | New |
| Securian Asset Management, Inc | 26,851 | $894.1K | 0.03% | +26,851 | New |
| Ellsworth Advisors, LLC | 26,839 | $893.7K | 0.28% | +26,839 | New |
| Public Employees Retirement Association of Colorado | 26,805 | $893.0K | 0.00% | −17,462−39.4% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,490 | $882.1K | 0.02% | +26,490 | New |
| Janney Montgomery Scott LLC | 25,956 | $864.0K | 0.00% | −57,015−68.7% | Reduced |
| Trexquant Investment LP | 25,045 | $834.0K | 0.02% | +25,045 | New |
| Gabelli Funds LLC | 24,000 | $799.2K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $796.4K | 0.01% | 00.0% | Unchanged |
| Aquatic Capital Management LLC | 23,300 | $776.0K | 0.02% | +13,700+142.7% | Added |
| Prudential PLC | 22,398 | $745.9K | 0.01% | −148−0.7% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 22,154 | $737.7K | 0.00% | +761+3.6% | Added |
| Fulton Bank, N.A. | 21,990 | $732.3K | 0.03% | +843+4.0% | Added |
| Candriam Luxembourg S.C.A. | 21,825 | $726.8K | 0.01% | −9,951−31.3% | Reduced |
| Daiwa Securities Group Inc. | 21,793 | $726.0K | 0.00% | +700+3.3% | Added |
| Advisor Group Holdings, Inc. | 21,760 | $724.0K | 0.00% | +7,780+55.7% | Added |
| Prudential Financial Inc | 21,013 | $699.7K | 0.00% | +9,052+75.7% | Added |
| Crossmark Global Holdings, Inc. | 20,870 | $695.0K | 0.01% | +20,870 | New |
| Ossiam | 20,677 | $688.5K | 0.01% | +2,264+12.3% | Added |
| Anchor Investment Management, LLC | 20,510 | $683.0K | 0.08% | +70.0% | Added |
| Algert Global LLC | 19,520 | $650.0K | 0.03% | +19,520 | New |
| Ashton Thomas Private Wealth, LLC | 19,043 | $634.1K | 0.04% | +2,516+15.2% | Added |
| Jacobs Levy Equity Management, Inc | 18,501 | $616.1K | 0.00% | 00.0% | Unchanged |
| Rodgers Brothers Inc. | 18,500 | $616.0K | 0.10% | −27,650−59.9% | Reduced |
| Greenleaf Trust | 17,973 | $598.5K | 0.01% | +168+0.9% | Added |
| Swiss Life Asset Management Ltd | 17,775 | $593.6K | 0.01% | +17,775 | New |
| FinTrust Capital Advisors, LLC | 17,733 | $590.5K | 0.12% | −820−4.4% | Reduced |
| Investment Management Corp of Ontario | 17,340 | $577.4K | 0.01% | −23,165−57.2% | Reduced |
| Mariner, LLC | 17,232 | $573.8K | 0.00% | +1,287+8.1% | Added |
| APG Asset Management N.V. | 18,866 | $568.7K | 0.00% | +5,806+44.5% | Added |
| Schonfeld Strategic Advisors LLC | 17,040 | $567.4K | 0.00% | −344,383−95.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $562.1K | 0.01% | 00.0% | Unchanged |
| ProShare Advisors LLC | 16,736 | $557.3K | 0.00% | +16,736 | New |
| Profund Advisors LLC | 16,340 | $544.1K | 0.02% | +16,340 | New |
| Teacher Retirement System of Texas | 16,006 | $533.0K | 0.00% | −11,560−41.9% | Reduced |
| Quantinno Capital Management LP | 15,333 | $511.0K | 0.02% | +2,498+19.5% | Added |
| Petrus Trust Company, LTA | 15,112 | $503.2K | 0.05% | +66+0.4% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $489.5K | 0.02% | 00.0% | Unchanged |
| CSS LLC | 14,395 | $479.4K | 0.04% | −1,600−10.0% | Reduced |
| Machina Capital S.A.S. | 14,380 | $478.9K | 0.31% | +14,380 | New |
| Gotham Asset Management, LLC | 14,297 | $476.1K | 0.01% | −4,019−21.9% | Reduced |
| Bank of Nova Scotia | 14,164 | $471.6K | 0.00% | −121,042−89.5% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,125 | $470.0K | 0.19% | −105,875−88.2% | Reduced |
| Boothbay Fund Management, LLC | 14,061 | $468.2K | 0.02% | −3,923−21.8% | Reduced |
| Epoch Investment Partners, Inc. | 13,839 | $460.8K | 0.00% | 00.0% | Unchanged |
| Sawtooth Solutions, LLC | 13,787 | $459.1K | 0.01% | +6,282+83.7% | Added |
| Shelton Capital Management | 13,723 | $457.0K | 0.01% | +13,723 | New |
| Aviva PLC | 13,623 | $453.6K | 0.00% | −51,651−79.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 13,326 | $443.8K | 0.00% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 13,225 | $440.4K | 0.03% | +13,225 | New |
| Pitcairn Co | 13,070 | $435.2K | 0.03% | −13,665−51.1% | Reduced |
| Centiva Capital, LP | 13,037 | $434.1K | 0.03% | −17,265−57.0% | Reduced |
| Creative Planning | 12,893 | $429.3K | 0.00% | +4,499+53.6% | Added |
| Tokio Marine Asset Management Co Ltd | 12,569 | $418.5K | 0.02% | +1,549+14.1% | Added |
| Equitable Holdings, Inc. | 12,562 | $418.3K | 0.01% | +751+6.4% | Added |
| Stephens Inc | 12,494 | $416.1K | 0.01% | +12,494 | New |
| Pinnacle Associates Ltd | 12,410 | $413.3K | 0.01% | +12,410 | New |
| Abn Amro Investment Solutions | 12,409 | $413.2K | 0.01% | −3,191−20.5% | Reduced |
| Acadian Asset Management LLC | 12,427 | $413.0K | 0.00% | −94,589−88.4% | Reduced |
| The PNC Financial Services Group, Inc. | 12,396 | $412.8K | 0.00% | +5,471+79.0% | Added |
| Capital Insight Partners, LLC | 12,068 | $401.9K | 0.08% | +1,232+11.4% | Added |
| Van Leeuwen & Company, LLC | 11,993 | $399.4K | 0.23% | +2,116+21.4% | Added |
| M&T Bank Corp | 11,905 | $396.4K | 0.00% | −1,538−11.4% | Reduced |
| CIBC Asset Management Inc | 11,444 | $381.1K | 0.00% | −792−6.5% | Reduced |
| Rothschild Investment LLC | 11,425 | $380.5K | 0.03% | +11,425 | New |
| Capstone Investment Advisors, LLC | 11,397 | $379.5K | 0.01% | +11,397 | New |
| CIBC World Markets Inc. | 10,998 | $366.0K | 0.00% | +3,779+52.3% | Added |
| Dynamic Technology Lab Private Ltd | 10,883 | $362.0K | 0.04% | +10,883 | New |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $359.6K | 0.20% | 00.0% | Unchanged |
| Ellevest, Inc. | 10,799 | $359.6K | 0.02% | +10,799 | New |
| Advisory Services Network, LLC | 10,485 | $349.2K | 0.01% | +10,485 | New |
| NBC Securities, Inc. | 10,126 | $337.0K | 0.03% | −96−0.9% | Reduced |
| Scientech Research LLC | 9,739 | $324.4K | 0.32% | +9,739 | New |
| CIBC World Markets Corp | 9,677 | $322.2K | 0.00% | +9,677 | New |
| US Bancorp | 9,645 | $321.2K | 0.00% | −822−7.9% | Reduced |
| Cetera Advisors LLC | 9,619 | $320.3K | 0.00% | +9,619 | New |
| Cresset Asset Management, LLC | 9,483 | $315.8K | 0.00% | +294+3.2% | Added |