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 | 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, 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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 685,363 | $26.1M | 0.03% | −109,654−13.8% | Reduced |
| Swedbank AB | 716,562 | $27.2M | 0.04% | +7,515+1.1% | Added |
| Algebris (UK) Ltd | 774,150 | $27.3M | 12.11% | −1,029,577−57.1% | Reduced |
| Gillson Capital LP | 805,000 | $30.6M | 2.91% | +805,000 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,542 | $31.9M | 0.02% | −3760.0% | Reduced |
| Manufacturers Life Insurance Company, The | 863,499 | $32.8M | 0.03% | −10,493−1.2% | Reduced |
| Schroder Investment Management Group | 877,235 | $33.3M | 0.04% | +877,235 | New |
| Storebrand Asset Management AS | 915,008 | $34.8M | 0.12% | +47,292+5.5% | Added |
| Arrowstreet Capital, Limited Partnership | 987,769 | $37.5M | 0.03% | +987,769 | New |
| Deutsche Bank AG | 988,730 | $37.6M | 0.02% | +37,834+4.0% | Added |
| Rhumbline Advisers | 1,013,433 | $38.5M | 0.04% | −9,954−1.0% | Reduced |
| Swiss National Bank | 1,013,600 | $38.5M | 0.03% | −72,600−6.7% | Reduced |
| Poplar Forest Capital LLC | 1,047,458 | $39.8M | 5.35% | −20,279−1.9% | Reduced |
| Ameriprise Financial Inc | 1,111,186 | $42.2M | 0.01% | +48,771+4.6% | Added |
| Lazard Asset Management LLC | 1,139,280 | $43.3M | 0.05% | +791+0.1% | Added |
| Woodline Partners LP | 1,194,736 | $45.4M | 0.42% | +1,194,736 | New |
| Principal Financial Group Inc | 1,248,360 | $47.5M | 0.03% | +5,419+0.4% | Added |
| Ci Investments Inc. | 1,357,644 | $51.6M | 0.20% | −91,444−6.3% | Reduced |
| Marshall Wace, LLP | 1,369,192 | $52.0M | 0.09% | −383,918−21.9% | Reduced |
| UBS Asset Management Americas Inc | 1,418,369 | $53.9M | 0.02% | −79,727−5.3% | Reduced |
| Goldman Sachs Group Inc | 1,424,185 | $54.1M | 0.01% | −1,190,513−45.5% | Reduced |
| Voloridge Investment Management, LLC | 1,457,698 | $55.4M | 0.20% | +116,732+8.7% | Added |
| Legal & General Group Plc | 1,767,175 | $67.2M | 0.02% | −114,402−6.1% | Reduced |
| Ensign Peak Advisors, Inc | 2,054,113 | $78.1M | 0.14% | −300,905−12.8% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 2,057,191 | $78.2M | 0.29% | +2,057,191 | New |
| Charles Schwab Investment Management Inc | 2,124,382 | $80.7M | 0.02% | +27,647+1.3% | Added |
| Nuveen Asset Management, LLC | 2,731,902 | $103.8M | 0.03% | −886,269−24.5% | Reduced |
| Morgan Stanley | 2,959,149 | $112.5M | 0.01% | −104,596−3.4% | Reduced |
| Dimensional Fund Advisors LP | 3,543,746 | $134.7M | 0.04% | −421,785−10.6% | Reduced |
| Northern Trust Corp | 3,600,350 | $136.8M | 0.02% | −358,067−9.0% | Reduced |
| Bank of New York Mellon Corp | 3,716,533 | $141.3M | 0.03% | −63,493−1.7% | Reduced |
| Sessa Capital IM, L.P. | 5,175,719 | $196.7M | 7.66% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 5,267,993 | $200.2M | 2.79% | −177,075−3.3% | Reduced |
| Geode Capital Management, LLC | 6,739,503 | $255.8M | 0.02% | +231,520+3.6% | Added |
| Conifer Management, L.L.C. | 6,854,000 | $260.5M | 28.75% | −746,000−9.8% | Reduced |
| First Trust Advisors LP | 7,130,338 | $271.0M | 0.28% | +897,517+14.4% | Added |
| HSBC Holdings PLC | 7,319,080 | $278.2M | 0.20% | −530,626−6.8% | Reduced |
| Wellington Management Group LLP | 7,380,436 | $280.5M | 0.05% | −3,860,545−34.3% | Reduced |
| Invesco Ltd. | 7,755,177 | $294.8M | 0.06% | −1,352,933−14.9% | Reduced |
| Massachusetts Financial Services Co | 9,503,715 | $361.2M | 0.11% | −40,904−0.4% | Reduced |
| State Street Corp | 13,245,335 | $503.5M | 0.02% | −304,121−2.2% | Reduced |
| Norges Bank | 16,967,427 | $644.9M | 0.10% | −1,249,682−6.9% | Reduced |
| Canada Pension Plan Investment Board | 18,804,685 | $714.8M | 0.75% | +637,916+3.5% | Added |
| Pzena Investment Management LLC | 25,320,633 | $962.4M | 3.30% | −1,247,430−4.7% | Reduced |
| Price T Rowe Associates Inc | 25,771,463 | $979.6M | 0.12% | −2,006,918−7.2% | Reduced |
| BlackRock Inc. | 32,033,227 | $1.22B | 0.03% | −810,109−2.5% | Reduced |
| Vanguard Group Inc | 37,434,676 | $1.42B | 0.03% | −577,776−1.5% | Reduced |
| FIL Ltd | 0 | $0 | 0.00% | −2,934,345−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,081,001−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −387,121−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,554−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −107,010−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −91,817−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −82,400−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −72,819−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −44,369−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −43,394−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,970−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,718−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −36,304−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −31,849−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −29,822−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −29,531−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −42,244−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,045−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −22,398−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −17,775−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,061−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,225−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,883−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,739−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,619−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,458−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,432−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −6,979−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| DB Wealth Management Group, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |