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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 93,100 | $3.54M | 0.02% | −2,366−2.5% | Reduced |
| Citigroup Inc | 93,774 | $3.56M | 0.00% | −220,450−70.2% | Reduced |
| Keeley-Teton Advisors, LLC | 94,203 | $3.58M | 0.44% | −2,211−2.3% | Reduced |
| Hohimer Wealth Management, LLC | 95,521 | $3.63M | 0.85% | −1,416−1.5% | Reduced |
| Vident Advisory, LLC | 96,450 | $3.67M | 0.08% | −7,596−7.3% | Reduced |
| BlueMar Capital Management, LLC | 99,082 | $3.77M | 6.33% | +8,630+9.5% | Added |
| Richard Bernstein Advisors LLC | 99,859 | $3.80M | 0.08% | 00.0% | Unchanged |
| Intech Investment Management LLC | 100,476 | $3.82M | 0.05% | +38,040+60.9% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,237 | $3.85M | 0.29% | +101,237 | New |
| Nomura Asset Management Co Ltd | 101,679 | $3.86M | 0.01% | +13,131+14.8% | Added |
| Teachers Retirement System of the State of Kentucky | 106,900 | $4.06M | 0.04% | +20,067+23.1% | Added |
| Kendall Capital Management | 109,295 | $4.15M | 1.43% | +9,526+9.5% | Added |
| Forsta Ap-Fonden | 110,400 | $4.20M | 0.04% | −94,000−46.0% | Reduced |
| Royal London Asset Management Ltd | 111,877 | $4.25M | 0.01% | −5,865−5.0% | Reduced |
| Rockefeller Capital Management L.P. | 112,854 | $4.29M | 0.01% | +11,169+11.0% | Added |
| Raymond James & Associates | 113,293 | $4.31M | 0.00% | −18,221−13.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 113,711 | $4.32M | 0.03% | +113,711 | New |
| Nomura Holdings Inc | 118,645 | $4.51M | 0.04% | −156,674−56.9% | Reduced |
| Standard Life Aberdeen plc | 120,640 | $4.59M | 0.01% | −2,353−1.9% | Reduced |
| Danske Bank A/S | 126,853 | $4.82M | 0.02% | +126,853 | New |
| Uniplan Investment Counsel, Inc. | 128,373 | $4.88M | 0.38% | −18,934−12.9% | Reduced |
| Public Employees Retirement System of Ohio | 128,983 | $4.90M | 0.02% | −15,856−10.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,997 | $4.90M | 0.05% | +22,100+20.7% | Added |
| Benson Investment Management Company, Inc. | 131,121 | $4.98M | 2.12% | −17,824−12.0% | Reduced |
| Nordea Investment Management AB | 131,153 | $5.02M | 0.01% | −4,851−3.6% | Reduced |
| Asset Management One Co.,Ltd. | 132,383 | $5.03M | 0.02% | −14,239−9.7% | Reduced |
| New York State Teachers Retirement System | 135,002 | $5.13M | 0.01% | +2,106+1.6% | Added |
| Mn Services Vermogensbeheer B.V. | 136,800 | $5.20M | 0.04% | −27,900−16.9% | Reduced |
| Comerica Bank | 145,409 | $5.53M | 0.02% | +7,472+5.4% | Added |
| Pictet Asset Management Holding SA | 147,244 | $5.60M | 0.01% | −30,354−17.1% | Reduced |
| Yousif Capital Management, LLC | 148,214 | $5.63M | 0.06% | −5,100−3.3% | Reduced |
| Treasurer of the State of North Carolina | 150,508 | $5.72M | 0.03% | −2,890−1.9% | Reduced |
| Two Sigma Advisers, LP | 153,600 | $5.84M | 0.01% | −91,600−37.4% | Reduced |
| Mediolanum International Funds Ltd | 157,761 | $5.99M | 0.10% | +157,761 | New |
| Kempner Capital Management Inc. | 159,372 | $6.06M | 3.28% | −100.0% | Reduced |
| D. E. Shaw & Co., Inc. | 160,632 | $6.11M | 0.01% | −31,701−16.5% | Reduced |
| Foster & Motley Inc | 164,147 | $6.24M | 0.43% | +5,442+3.4% | Added |
| Eagle Asset Management Inc | 171,161 | $6.41M | 0.03% | +5,053+3.0% | Added |
| Quantbot Technologies LP | 179,311 | $6.82M | 0.38% | +38,136+27.0% | Added |
| State of New Jersey Common Pension Fund D | 185,501 | $7.05M | 0.02% | −10,124−5.2% | Reduced |
| MetLife Investment Management | 186,757 | $7.10M | 0.05% | −7,430−3.8% | Reduced |
| Mutual of America Capital Management LLC | 186,953 | $7.11M | 0.08% | −9,660−4.9% | Reduced |
| Seven Eight Capital, LP | 189,522 | $7.20M | 0.75% | +8,732+4.8% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 193,278 | $7.35M | 0.27% | −261,439−57.5% | Reduced |
| Soapstone Management L.P. | 200,000 | $7.60M | 4.24% | −125,000−38.5% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $7.60M | 0.03% | +200,000 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,899 | $7.67M | 0.01% | +33,340+19.8% | Added |
| O'Shaughnessy Asset Management, LLC | 204,541 | $7.77M | 0.09% | −783,921−79.3% | Reduced |
| Allianz Asset Management GmbH | 205,143 | $7.80M | 0.01% | −126,870−38.2% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $7.83M | 3.69% | 00.0% | Unchanged |
| Andra AP-fonden | 209,800 | $7.97M | 0.14% | +209,800 | New |
| Amalgamated Bank | 210,714 | $8.01M | 0.07% | −22,208−9.5% | Reduced |
| Victory Capital Management Inc | 218,262 | $8.30M | 0.01% | +19,430+9.8% | Added |
| Brandywine Global Investment Management, LLC | 219,586 | $8.35M | 0.06% | −430,538−66.2% | Reduced |
| Man Group plc | 220,537 | $8.38M | 0.02% | +168,143+320.9% | Added |
| Qube Research & Technologies Ltd | 225,271 | $8.56M | 0.02% | +225,271 | New |
| American Century Companies Inc | 233,546 | $8.88M | 0.01% | −92,399−28.3% | Reduced |
| State of Wisconsin Investment Board | 235,917 | $8.97M | 0.02% | +45,248+23.7% | Added |
| Holocene Advisors, LP | 237,765 | $9.04M | 0.03% | +237,765 | New |
| Oppenheimer Asset Management Inc. | 242,025 | $9.20M | 0.13% | −15,986−6.2% | Reduced |
| New York State Common Retirement Fund | 249,150 | $9.47M | 0.01% | −53,543−17.7% | Reduced |
| Korea Investment CORP | 258,640 | $9.83M | 0.02% | −41,368−13.8% | Reduced |
| Texas Permanent School Fund | 274,610 | $10.4M | 0.08% | −214−0.1% | Reduced |
| Graham Capital Management, L.P. | 280,816 | $10.7M | 0.30% | +64,791+30.0% | Added |
| Parkwood LLC | 295,102 | $11.2M | 1.18% | −10,314−3.4% | Reduced |
| State Board of Administration of Florida Retirement System | 447,610 | $11.4M | 0.03% | +22,025+5.2% | Added |
| UBS Group AG | 305,712 | $11.6M | 0.00% | +124,218+68.4% | Added |
| Two Sigma Investments, LP | 325,082 | $12.4M | 0.03% | −271,248−45.5% | Reduced |
| SEI Investments Co | 330,730 | $12.6M | 0.02% | −30,919−8.5% | Reduced |
| Community Trust & Investment Co | 335,450 | $12.8M | 0.90% | −591−0.2% | Reduced |
| Assenagon Asset Management S.A. | 340,767 | $13.0M | 0.03% | +146,196+75.1% | Added |
| LSV Asset Management | 342,682 | $13.0M | 0.03% | −137,071−28.6% | Reduced |
| Alliancebernstein L.P. | 354,320 | $13.5M | 0.00% | −3,694−1.0% | Reduced |
| Wells Fargo & Company | 357,939 | $13.6M | 0.00% | −76,499−17.6% | Reduced |
| Robeco Institutional Asset Management B.V. | 365,066 | $13.9M | 0.03% | −73,030−16.7% | Reduced |
| Thrivent Financial for Lutherans | 379,436 | $14.4M | 0.03% | +76,890+25.4% | Added |
| Retirement Systems of Alabama | 394,019 | $15.0M | 0.06% | −4,482−1.1% | Reduced |
| Winton Group Ltd | 394,851 | $15.0M | 1.06% | +394,851 | New |
| American International Group, Inc. | 418,380 | $15.9M | 0.06% | −14,640−3.4% | Reduced |
| Schonfeld Strategic Advisors LLC | 426,732 | $16.2M | 0.13% | +409,692+2,404.3% | Added |
| Great West Life Assurance Co | 433,994 | $16.5M | 0.03% | −95,148−18.0% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 455,922 | $17.2M | 0.04% | +9,361+2.1% | Added |
| AQR Capital Management LLC | 478,253 | $18.2M | 0.03% | −103,595−17.8% | Reduced |
| Bank of America Corp | 516,459 | $19.6M | 0.00% | +228,931+79.6% | Added |
| Russell Investments Group, Ltd. | 516,764 | $19.6M | 0.03% | +10,733+2.1% | Added |
| CBOE Vest Financial, LLC | 521,406 | $19.8M | 0.53% | +136,587+35.5% | Added |
| Voya Investment Management LLC | 528,546 | $20.1M | 0.02% | −1,563,374−74.7% | Reduced |
| Balyasny Asset Management LLC | 544,660 | $20.7M | 0.05% | +544,660 | New |
| FMR LLC | 565,118 | $21.5M | 0.00% | −7,328−1.3% | Reduced |
| Millennium Management LLC | 584,746 | $22.2M | 0.02% | +357,192+157.0% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 593,152 | $22.5M | 0.03% | +475,082+402.4% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 613,284 | $23.3M | 0.08% | +33,404+5.8% | Added |
| California State Teachers Retirement System | 622,935 | $23.7M | 0.03% | +13,841+2.3% | Added |
| Barclays PLC | 626,213 | $23.8M | 0.01% | −317,468−33.6% | Reduced |
| California Public Employees Retirement System | 628,884 | $23.9M | 0.02% | −35,226−5.3% | Reduced |
| JPMorgan Chase & Co | 634,094 | $24.1M | 0.00% | +63,794+11.2% | Added |
| Citadel Advisors LLC | 636,740 | $24.2M | 0.02% | −61,961−8.9% | Reduced |
| Interval Partners, LP | 647,679 | $24.6M | 0.93% | +298,139+85.3% | Added |
| Franklin Resources Inc | 668,046 | $25.4M | 0.01% | +457,373+217.1% | Added |
| Amundi | 707,196 | $25.6M | 0.01% | +44,986+6.8% | Added |