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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | 22,932 | $871.6K | 0.09% | −6,170−21.2% | Reduced |
| United Services Automobile Association | 22,965 | $872.9K | 0.02% | +22,965 | New |
| Quest Partners LLC | 23,310 | $886.0K | 0.15% | +23,310 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,760 | $903.1K | 0.01% | −157−0.7% | Reduced |
| Gabelli Funds LLC | 24,000 | $912.2K | 0.01% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 24,093 | $916.0K | 0.01% | +2,300+10.6% | Added |
| Prudential Financial Inc | 24,114 | $916.6K | 0.00% | +3,101+14.8% | Added |
| Janney Montgomery Scott LLC | 25,295 | $961.0K | 0.00% | −661−2.5% | Reduced |
| Maryland State Retirement & Pension System | 27,283 | $969.8K | 0.02% | 00.0% | Unchanged |
| Ritholtz Wealth Management | 25,753 | $978.9K | 0.03% | −5,267−17.0% | Reduced |
| Securian Asset Management, Inc | 25,803 | $980.8K | 0.03% | −1,048−3.9% | Reduced |
| Wilbanks Smith & Thomas Asset Management LLC | 26,197 | $995.7K | 0.03% | −1,813−6.5% | Reduced |
| Squarepoint Ops LLC | 26,220 | $996.6K | 0.00% | +26,220 | New |
| Toroso Investments, LLC | 26,396 | $1.00M | 0.02% | −1,047−3.8% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.02M | 0.00% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 28,373 | $1.04M | 0.30% | +1,534+5.7% | Added |
| Campbell & CO Investment Adviser LLC | 28,201 | $1.07M | 0.09% | +20,008+244.2% | Added |
| JustInvest LLC | 28,281 | $1.07M | 0.02% | +523+1.9% | Added |
| Integrated Advisors Network LLC | 29,360 | $1.12M | 0.06% | −1,033−3.4% | Reduced |
| Gulf International Bank (UK) Ltd | 29,513 | $1.12M | 0.03% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 30,192 | $1.15M | 0.00% | +70.0% | Added |
| Quinn Opportunity Partners LLC | 30,413 | $1.16M | 0.13% | −6,000−16.5% | Reduced |
| EJF Capital LLC | 30,515 | $1.16M | 0.81% | −30,800−50.2% | Reduced |
| Mackenzie Financial Corp | 30,736 | $1.17M | 0.00% | +30,736 | New |
| Elo Mutual Pension Insurance Co | 30,992 | $1.18M | 0.03% | +666+2.2% | Added |
| AXS Investments LLC | 32,000 | $1.22M | 0.29% | +32,000 | New |
| XTX Topco Ltd | 32,243 | $1.23M | 0.17% | +32,243 | New |
| Quadrature Capital Ltd | 32,572 | $1.24M | 0.02% | −46,331−58.7% | Reduced |
| Degroof Petercam Asset Management | 33,000 | $1.25M | 0.02% | 00.0% | Unchanged |
| Toronto Dominion Bank | 33,928 | $1.29M | 0.00% | −193,103−85.1% | Reduced |
| State of Alaska, Department of Revenue | 34,050 | $1.29M | 0.01% | −310−0.9% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,074 | $1.30M | 0.18% | +130.0% | Added |
| Bayesian Capital Management, LP | 34,200 | $1.30M | 0.12% | +34,200 | New |
| Mesirow Financial Investment Management, Inc. | 35,331 | $1.34M | 0.03% | +5,316+17.7% | Added |
| TD Asset Management Inc | 35,875 | $1.36M | 0.00% | −571−1.6% | Reduced |
| Icon Advisers Inc | 39,200 | $1.47M | 0.32% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 38,971 | $1.48M | 0.01% | −371−0.9% | Reduced |
| Redwood Investment Management, LLC | 39,598 | $1.50M | 0.14% | +39,598 | New |
| First National Advisers, LLC | 44,325 | $1.52M | 0.34% | +13,005+41.5% | Added |
| British Columbia Investment Management Corp | 40,413 | $1.54M | 0.01% | +398+1.0% | Added |
| Royal Bank of Canada | 40,778 | $1.55M | 0.00% | −3,109−7.1% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.55M | 0.70% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $1.55M | 0.02% | −118−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.57M | 0.02% | 00.0% | Unchanged |
| LPL Financial LLC | 41,277 | $1.57M | 0.00% | −14,906−26.5% | Reduced |
| PGGM Investments | 41,730 | $1.59M | 0.02% | +41,730 | New |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,696 | $1.62M | 0.00% | +9,465+28.5% | Added |
| AMG National Trust Bank | 42,740 | $1.62M | 0.05% | +210.0% | Added |
| Ontario Teachers Pension Plan Board | 43,367 | $1.65M | 0.02% | −26,304−37.8% | Reduced |
| Verition Fund Management LLC | 44,333 | $1.69M | 0.02% | +5,667+14.7% | Added |
| National Bank of Canada | 42,430 | $1.69M | 0.00% | +3,207+8.2% | Added |
| CI Private Wealth, LLC | 44,780 | $1.70M | 0.00% | −653−1.4% | Reduced |
| Point72 (DIFC) Ltd | 45,027 | $1.71M | 0.13% | +45,027 | New |
| Public Sector Pension Investment Board | 45,758 | $1.74M | 0.01% | −621−1.3% | Reduced |
| Pacer Advisors, Inc. | 47,870 | $1.82M | 0.00% | +630+1.3% | Added |
| Grey Street Capital, LLC | 48,457 | $1.84M | 0.25% | +48,457 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.88M | 0.16% | 00.0% | Unchanged |
| Federated Hermes, Inc. | 50,226 | $1.91M | 0.00% | −9,594−16.0% | Reduced |
| DnB Asset Management AS | 50,466 | $1.92M | 0.01% | −23,058−31.4% | Reduced |
| Bank of Montreal | 51,030 | $1.95M | 0.00% | −3,067−5.7% | Reduced |
| Tredje AP-fonden | 53,653 | $2.04M | 0.02% | 00.0% | Unchanged |
| Jane Street Group, LLC | 54,475 | $2.07M | 0.00% | −437,507−88.9% | Reduced |
| Envestnet Asset Management Inc | 56,358 | $2.14M | 0.00% | −106,413−65.4% | Reduced |
| KBC Group NV | 56,597 | $2.15M | 0.01% | −8,573−13.2% | Reduced |
| Jefferies Financial Group Inc. | 57,000 | $2.17M | 0.04% | +57,000 | New |
| Greenwich Investment Management, Inc. | 57,738 | $2.19M | 1.73% | −3,774−6.1% | Reduced |
| Utah Retirement Systems | 58,456 | $2.22M | 0.03% | −1,482−2.5% | Reduced |
| Searle & Co. | 60,300 | $2.29M | 0.58% | 00.0% | Unchanged |
| Neuberger Berman Group LLC | 62,819 | $2.39M | 0.00% | −3,230−4.9% | Reduced |
| Worldquant Millennium Advisors LLC | 63,440 | $2.41M | 0.03% | +63,440 | New |
| Lecap Asset Management Ltd | 64,301 | $2.44M | 0.51% | +34,987+119.4% | Added |
| DekaBank Deutsche Girozentrale | 65,484 | $2.45M | 0.00% | −2,121−3.1% | Reduced |
| New Mexico Educational Retirement Board | 65,500 | $2.49M | 0.09% | 00.0% | Unchanged |
| Macquarie Group Ltd | 65,878 | $2.50M | 0.00% | +835+1.3% | Added |
| Stephens Inc | 66,162 | $2.51M | 0.04% | +53,668+429.6% | Added |
| HRT Financial LP | 67,184 | $2.55M | 0.02% | +67,184 | New |
| Handelsbanken Fonder AB | 68,200 | $2.59M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 68,200 | $2.59M | 0.00% | +68,200 | New |
| TCW Group Inc | 68,983 | $2.62M | 0.03% | −3,003−4.2% | Reduced |
| Ameritas Investment Partners, Inc. | 69,192 | $2.63M | 0.09% | −1,061−1.5% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,408 | $2.64M | 0.02% | −801−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 69,503 | $2.64M | 0.15% | +50,460+265.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 69,985 | $2.66M | 0.07% | −801−1.1% | Reduced |
| Caisse de Depot Et Placement du Quebec | 70,563 | $2.68M | 0.01% | +70,563 | New |
| BTC Capital Management, Inc. | 71,721 | $2.73M | 0.25% | +71,721 | New |
| State of Tennessee, Treasury Department | 72,200 | $2.74M | 0.01% | +72,200 | New |
| SG Americas Securities, LLC | 72,390 | $2.75M | 0.01% | +63,018+672.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $2.78M | 0.01% | 00.0% | Unchanged |
| First National Bank of Omaha | 54,157 | $2.82M | 0.19% | −14,601−21.2% | Reduced |
| Ethic Inc. | 75,069 | $2.85M | 0.07% | −19,486−20.6% | Reduced |
| Oregon Public Employees Retirement Fund | 77,500 | $2.95M | 0.06% | −32,778−29.7% | Reduced |
| Stifel Financial Corp | 78,095 | $2.97M | 0.00% | −116,001−59.8% | Reduced |
| QRG Capital Management, Inc. | 78,343 | $2.98M | 0.04% | −24,883−24.1% | Reduced |
| Wedge Capital Management L L P | 80,340 | $3.05M | 0.05% | +7,028+9.6% | Added |
| Alaska Permanent Fund Corp | 80,727 | $3.07M | 0.05% | −5,117−6.0% | Reduced |
| State of Michigan Retirement System | 84,486 | $3.21M | 0.02% | +800+1.0% | Added |
| New Vernon Investment Management LLC | 87,492 | $3.33M | 2.83% | +87,492 | New |
| Louisiana State Employees Retirement System | 90,300 | $3.43M | 0.07% | +900+1.0% | Added |
| Xponance, Inc. | 91,880 | $3.49M | 0.04% | +17,576+23.7% | Added |
| IFM Investors Pty Ltd | 92,782 | $3.53M | 0.04% | −7,572−7.5% | Reduced |