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, Q1 2024
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2024. 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
- 447
- +27 vs. Q4 2023
- Shares held
- 314.4M
- −15.6M (−4.7%) vs. Q4 2023
- Total value
- $11.9B
- +$972.5M (+8.9%) vs. Q4 2023
- New holders
- 72
- 123 more added
- Sold out
- 45
- 192 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,434,676 | $1.42B | 0.03% | −577,776−1.5% | Reduced |
| BlackRock Inc. | 32,033,227 | $1.22B | 0.03% | −810,109−2.5% | Reduced |
| Price T Rowe Associates Inc | 25,771,463 | $979.6M | 0.12% | −2,006,918−7.2% | Reduced |
| Pzena Investment Management LLC | 25,320,633 | $962.4M | 3.30% | −1,247,430−4.7% | Reduced |
| Canada Pension Plan Investment Board | 18,804,685 | $714.8M | 0.75% | +637,916+3.5% | Added |
| Norges Bank | 16,967,427 | $644.9M | 0.10% | −1,249,682−6.9% | Reduced |
| State Street Corp | 13,245,335 | $503.5M | 0.02% | −304,121−2.2% | Reduced |
| Massachusetts Financial Services Co | 9,503,715 | $361.2M | 0.11% | −40,904−0.4% | Reduced |
| Invesco Ltd. | 7,755,177 | $294.8M | 0.06% | −1,352,933−14.9% | Reduced |
| Wellington Management Group LLP | 7,380,436 | $280.5M | 0.05% | −3,860,545−34.3% | Reduced |
| HSBC Holdings PLC | 7,319,080 | $278.2M | 0.20% | −530,626−6.8% | Reduced |
| First Trust Advisors LP | 7,130,338 | $271.0M | 0.28% | +897,517+14.4% | Added |
| Conifer Management, L.L.C. | 6,854,000 | $260.5M | 28.75% | −746,000−9.8% | Reduced |
| Geode Capital Management, LLC | 6,739,503 | $255.8M | 0.02% | +231,520+3.6% | Added |
| Thornburg Investment Management Inc | 5,267,993 | $200.2M | 2.79% | −177,075−3.3% | Reduced |
| Sessa Capital IM, L.P. | 5,175,719 | $196.7M | 7.66% | 00.0% | Unchanged |
| Bank of New York Mellon Corp | 3,716,533 | $141.3M | 0.03% | −63,493−1.7% | Reduced |
| Northern Trust Corp | 3,600,350 | $136.8M | 0.02% | −358,067−9.0% | Reduced |
| Dimensional Fund Advisors LP | 3,543,746 | $134.7M | 0.04% | −421,785−10.6% | Reduced |
| Morgan Stanley | 2,959,149 | $112.5M | 0.01% | −104,596−3.4% | Reduced |
| Nuveen Asset Management, LLC | 2,731,902 | $103.8M | 0.03% | −886,269−24.5% | Reduced |
| Charles Schwab Investment Management Inc | 2,124,382 | $80.7M | 0.02% | +27,647+1.3% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,057,191 | $78.2M | 0.29% | +2,057,191 | New |
| Ensign Peak Advisors, Inc | 2,054,113 | $78.1M | 0.14% | −300,905−12.8% | Reduced |
| Legal & General Group Plc | 1,767,175 | $67.2M | 0.02% | −114,402−6.1% | Reduced |
| Voloridge Investment Management, LLC | 1,457,698 | $55.4M | 0.20% | +116,732+8.7% | Added |
| Goldman Sachs Group Inc | 1,424,185 | $54.1M | 0.01% | −1,190,513−45.5% | Reduced |
| UBS Asset Management Americas Inc | 1,418,369 | $53.9M | 0.02% | −79,727−5.3% | Reduced |
| Marshall Wace, LLP | 1,369,192 | $52.0M | 0.09% | −383,918−21.9% | Reduced |
| Ci Investments Inc. | 1,357,644 | $51.6M | 0.20% | −91,444−6.3% | Reduced |
| Principal Financial Group Inc | 1,248,360 | $47.5M | 0.03% | +5,419+0.4% | Added |
| Woodline Partners LP | 1,194,736 | $45.4M | 0.42% | +1,194,736 | New |
| Lazard Asset Management LLC | 1,139,280 | $43.3M | 0.05% | +791+0.1% | Added |
| Ameriprise Financial Inc | 1,111,186 | $42.2M | 0.01% | +48,771+4.6% | Added |
| Poplar Forest Capital LLC | 1,047,458 | $39.8M | 5.35% | −20,279−1.9% | Reduced |
| Swiss National Bank | 1,013,600 | $38.5M | 0.03% | −72,600−6.7% | Reduced |
| Rhumbline Advisers | 1,013,433 | $38.5M | 0.04% | −9,954−1.0% | Reduced |
| Deutsche Bank AG | 988,730 | $37.6M | 0.02% | +37,834+4.0% | Added |
| Arrowstreet Capital, Limited Partnership | 987,769 | $37.5M | 0.03% | +987,769 | New |
| Storebrand Asset Management AS | 915,008 | $34.8M | 0.12% | +47,292+5.5% | Added |
| Schroder Investment Management Group | 877,235 | $33.3M | 0.04% | +877,235 | New |
| Manufacturers Life Insurance Company, The | 863,499 | $32.8M | 0.03% | −10,493−1.2% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,542 | $31.9M | 0.02% | −3760.0% | Reduced |
| Gillson Capital LP | 805,000 | $30.6M | 2.91% | +805,000 | New |
| Algebris (UK) Ltd | 774,150 | $27.3M | 12.11% | −1,029,577−57.1% | Reduced |
| Swedbank AB | 716,562 | $27.2M | 0.04% | +7,515+1.1% | Added |
| Credit Suisse AG | 685,363 | $26.1M | 0.03% | −109,654−13.8% | Reduced |
| Amundi | 707,196 | $25.6M | 0.01% | +44,986+6.8% | Added |
| Franklin Resources Inc | 668,046 | $25.4M | 0.01% | +457,373+217.1% | Added |
| Interval Partners, LP | 647,679 | $24.6M | 0.93% | +298,139+85.3% | Added |
| Citadel Advisors LLC | 636,740 | $24.2M | 0.02% | −61,961−8.9% | Reduced |
| JPMorgan Chase & Co | 634,094 | $24.1M | 0.00% | +63,794+11.2% | Added |
| California Public Employees Retirement System | 628,884 | $23.9M | 0.02% | −35,226−5.3% | Reduced |
| Barclays PLC | 626,213 | $23.8M | 0.01% | −317,468−33.6% | Reduced |
| California State Teachers Retirement System | 622,935 | $23.7M | 0.03% | +13,841+2.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 613,284 | $23.3M | 0.08% | +33,404+5.8% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 593,152 | $22.5M | 0.03% | +475,082+402.4% | Added |
| Millennium Management LLC | 584,746 | $22.2M | 0.02% | +357,192+157.0% | Added |
| FMR LLC | 565,118 | $21.5M | 0.00% | −7,328−1.3% | Reduced |
| Balyasny Asset Management LLC | 544,660 | $20.7M | 0.05% | +544,660 | New |
| Voya Investment Management LLC | 528,546 | $20.1M | 0.02% | −1,563,374−74.7% | Reduced |
| CBOE Vest Financial, LLC | 521,406 | $19.8M | 0.53% | +136,587+35.5% | Added |
| Russell Investments Group, Ltd. | 516,764 | $19.6M | 0.03% | +10,733+2.1% | Added |
| Bank of America Corp | 516,459 | $19.6M | 0.00% | +228,931+79.6% | Added |
| AQR Capital Management LLC | 478,253 | $18.2M | 0.03% | −103,595−17.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 455,922 | $17.2M | 0.04% | +9,361+2.1% | Added |
| Great West Life Assurance Co | 433,994 | $16.5M | 0.03% | −95,148−18.0% | Reduced |
| Schonfeld Strategic Advisors LLC | 426,732 | $16.2M | 0.13% | +409,692+2,404.3% | Added |
| American International Group, Inc. | 418,380 | $15.9M | 0.06% | −14,640−3.4% | Reduced |
| Winton Group Ltd | 394,851 | $15.0M | 1.06% | +394,851 | New |
| Retirement Systems of Alabama | 394,019 | $15.0M | 0.06% | −4,482−1.1% | Reduced |
| Thrivent Financial for Lutherans | 379,436 | $14.4M | 0.03% | +76,890+25.4% | Added |
| Robeco Institutional Asset Management B.V. | 365,066 | $13.9M | 0.03% | −73,030−16.7% | Reduced |
| Wells Fargo & Company | 357,939 | $13.6M | 0.00% | −76,499−17.6% | Reduced |
| Alliancebernstein L.P. | 354,320 | $13.5M | 0.00% | −3,694−1.0% | Reduced |
| LSV Asset Management | 342,682 | $13.0M | 0.03% | −137,071−28.6% | Reduced |
| Assenagon Asset Management S.A. | 340,767 | $13.0M | 0.03% | +146,196+75.1% | Added |
| Community Trust & Investment Co | 335,450 | $12.8M | 0.90% | −591−0.2% | Reduced |
| SEI Investments Co | 330,730 | $12.6M | 0.02% | −30,919−8.5% | Reduced |
| Two Sigma Investments, LP | 325,082 | $12.4M | 0.03% | −271,248−45.5% | Reduced |
| UBS Group AG | 305,712 | $11.6M | 0.00% | +124,218+68.4% | Added |
| State Board of Administration of Florida Retirement System | 447,610 | $11.4M | 0.03% | +22,025+5.2% | Added |
| Parkwood LLC | 295,102 | $11.2M | 1.18% | −10,314−3.4% | Reduced |
| Graham Capital Management, L.P. | 280,816 | $10.7M | 0.30% | +64,791+30.0% | Added |
| Texas Permanent School Fund | 274,610 | $10.4M | 0.08% | −214−0.1% | Reduced |
| Korea Investment CORP | 258,640 | $9.83M | 0.02% | −41,368−13.8% | Reduced |
| New York State Common Retirement Fund | 249,150 | $9.47M | 0.01% | −53,543−17.7% | Reduced |
| Oppenheimer Asset Management Inc. | 242,025 | $9.20M | 0.13% | −15,986−6.2% | Reduced |
| Holocene Advisors, LP | 237,765 | $9.04M | 0.03% | +237,765 | New |
| State of Wisconsin Investment Board | 235,917 | $8.97M | 0.02% | +45,248+23.7% | Added |
| American Century Companies Inc | 233,546 | $8.88M | 0.01% | −92,399−28.3% | Reduced |
| Qube Research & Technologies Ltd | 225,271 | $8.56M | 0.02% | +225,271 | New |
| Man Group plc | 220,537 | $8.38M | 0.02% | +168,143+320.9% | Added |
| Brandywine Global Investment Management, LLC | 219,586 | $8.35M | 0.06% | −430,538−66.2% | Reduced |
| Victory Capital Management Inc | 218,262 | $8.30M | 0.01% | +19,430+9.8% | Added |
| Amalgamated Bank | 210,714 | $8.01M | 0.07% | −22,208−9.5% | Reduced |
| Andra AP-fonden | 209,800 | $7.97M | 0.14% | +209,800 | New |
| Hyperion Capital Advisors LP | 206,061 | $7.83M | 3.69% | 00.0% | Unchanged |
| Allianz Asset Management GmbH | 205,143 | $7.80M | 0.01% | −126,870−38.2% | Reduced |
| O'Shaughnessy Asset Management, LLC | 204,541 | $7.77M | 0.09% | −783,921−79.3% | Reduced |