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 |
|---|---|---|---|---|---|
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,899 | $7.67M | 0.01% | +33,340+19.8% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $7.60M | 0.03% | +200,000 | New |
| Soapstone Management L.P. | 200,000 | $7.60M | 4.24% | −125,000−38.5% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 193,278 | $7.35M | 0.27% | −261,439−57.5% | Reduced |
| Seven Eight Capital, LP | 189,522 | $7.20M | 0.75% | +8,732+4.8% | Added |
| Mutual of America Capital Management LLC | 186,953 | $7.11M | 0.08% | −9,660−4.9% | Reduced |
| MetLife Investment Management | 186,757 | $7.10M | 0.05% | −7,430−3.8% | Reduced |
| State of New Jersey Common Pension Fund D | 185,501 | $7.05M | 0.02% | −10,124−5.2% | Reduced |
| Quantbot Technologies LP | 179,311 | $6.82M | 0.38% | +38,136+27.0% | Added |
| Eagle Asset Management Inc | 171,161 | $6.41M | 0.03% | +5,053+3.0% | Added |
| Foster & Motley Inc | 164,147 | $6.24M | 0.43% | +5,442+3.4% | Added |
| D. E. Shaw & Co., Inc. | 160,632 | $6.11M | 0.01% | −31,701−16.5% | Reduced |
| Kempner Capital Management Inc. | 159,372 | $6.06M | 3.28% | −100.0% | Reduced |
| Mediolanum International Funds Ltd | 157,761 | $5.99M | 0.10% | +157,761 | New |
| Two Sigma Advisers, LP | 153,600 | $5.84M | 0.01% | −91,600−37.4% | Reduced |
| Treasurer of the State of North Carolina | 150,508 | $5.72M | 0.03% | −2,890−1.9% | Reduced |
| Yousif Capital Management, LLC | 148,214 | $5.63M | 0.06% | −5,100−3.3% | Reduced |
| Pictet Asset Management Holding SA | 147,244 | $5.60M | 0.01% | −30,354−17.1% | Reduced |
| Comerica Bank | 145,409 | $5.53M | 0.02% | +7,472+5.4% | Added |
| Mn Services Vermogensbeheer B.V. | 136,800 | $5.20M | 0.04% | −27,900−16.9% | Reduced |
| New York State Teachers Retirement System | 135,002 | $5.13M | 0.01% | +2,106+1.6% | Added |
| Asset Management One Co.,Ltd. | 132,383 | $5.03M | 0.02% | −14,239−9.7% | Reduced |
| Nordea Investment Management AB | 131,153 | $5.02M | 0.01% | −4,851−3.6% | Reduced |
| Benson Investment Management Company, Inc. | 131,121 | $4.98M | 2.12% | −17,824−12.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,997 | $4.90M | 0.05% | +22,100+20.7% | Added |
| Public Employees Retirement System of Ohio | 128,983 | $4.90M | 0.02% | −15,856−10.9% | Reduced |
| Uniplan Investment Counsel, Inc. | 128,373 | $4.88M | 0.38% | −18,934−12.9% | Reduced |
| Danske Bank A/S | 126,853 | $4.82M | 0.02% | +126,853 | New |
| Standard Life Aberdeen plc | 120,640 | $4.59M | 0.01% | −2,353−1.9% | Reduced |
| Nomura Holdings Inc | 118,645 | $4.51M | 0.04% | −156,674−56.9% | Reduced |
| Resona Asset Management Co.,Ltd. | 113,711 | $4.32M | 0.03% | +113,711 | New |
| Raymond James & Associates | 113,293 | $4.31M | 0.00% | −18,221−13.9% | Reduced |
| Rockefeller Capital Management L.P. | 112,854 | $4.29M | 0.01% | +11,169+11.0% | Added |
| Royal London Asset Management Ltd | 111,877 | $4.25M | 0.01% | −5,865−5.0% | Reduced |
| Forsta Ap-Fonden | 110,400 | $4.20M | 0.04% | −94,000−46.0% | Reduced |
| Kendall Capital Management | 109,295 | $4.15M | 1.43% | +9,526+9.5% | Added |
| Teachers Retirement System of the State of Kentucky | 106,900 | $4.06M | 0.04% | +20,067+23.1% | Added |
| Nomura Asset Management Co Ltd | 101,679 | $3.86M | 0.01% | +13,131+14.8% | Added |
| Y-Intercept (Hong Kong) Ltd | 101,237 | $3.85M | 0.29% | +101,237 | New |
| Intech Investment Management LLC | 100,476 | $3.82M | 0.05% | +38,040+60.9% | Added |
| Richard Bernstein Advisors LLC | 99,859 | $3.80M | 0.08% | 00.0% | Unchanged |
| BlueMar Capital Management, LLC | 99,082 | $3.77M | 6.33% | +8,630+9.5% | Added |
| Vident Advisory, LLC | 96,450 | $3.67M | 0.08% | −7,596−7.3% | Reduced |
| Hohimer Wealth Management, LLC | 95,521 | $3.63M | 0.85% | −1,416−1.5% | Reduced |
| Keeley-Teton Advisors, LLC | 94,203 | $3.58M | 0.44% | −2,211−2.3% | Reduced |
| Citigroup Inc | 93,774 | $3.56M | 0.00% | −220,450−70.2% | Reduced |
| Arizona State Retirement System | 93,100 | $3.54M | 0.02% | −2,366−2.5% | Reduced |
| IFM Investors Pty Ltd | 92,782 | $3.53M | 0.04% | −7,572−7.5% | Reduced |
| Xponance, Inc. | 91,880 | $3.49M | 0.04% | +17,576+23.7% | Added |
| Louisiana State Employees Retirement System | 90,300 | $3.43M | 0.07% | +900+1.0% | Added |
| New Vernon Investment Management LLC | 87,492 | $3.33M | 2.83% | +87,492 | New |
| State of Michigan Retirement System | 84,486 | $3.21M | 0.02% | +800+1.0% | Added |
| Alaska Permanent Fund Corp | 80,727 | $3.07M | 0.05% | −5,117−6.0% | Reduced |
| Wedge Capital Management L L P | 80,340 | $3.05M | 0.05% | +7,028+9.6% | Added |
| QRG Capital Management, Inc. | 78,343 | $2.98M | 0.04% | −24,883−24.1% | Reduced |
| Stifel Financial Corp | 78,095 | $2.97M | 0.00% | −116,001−59.8% | Reduced |
| Oregon Public Employees Retirement Fund | 77,500 | $2.95M | 0.06% | −32,778−29.7% | Reduced |
| Ethic Inc. | 75,069 | $2.85M | 0.07% | −19,486−20.6% | Reduced |
| First National Bank of Omaha | 54,157 | $2.82M | 0.19% | −14,601−21.2% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $2.78M | 0.01% | 00.0% | Unchanged |
| SG Americas Securities, LLC | 72,390 | $2.75M | 0.01% | +63,018+672.4% | Added |
| State of Tennessee, Treasury Department | 72,200 | $2.74M | 0.01% | +72,200 | New |
| BTC Capital Management, Inc. | 71,721 | $2.73M | 0.25% | +71,721 | New |
| Caisse de Depot Et Placement du Quebec | 70,563 | $2.68M | 0.01% | +70,563 | New |
| Northwestern Mutual Investment Management Company, LLC | 69,985 | $2.66M | 0.07% | −801−1.1% | Reduced |
| Ashton Thomas Private Wealth, LLC | 69,503 | $2.64M | 0.15% | +50,460+265.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,408 | $2.64M | 0.02% | −801−1.1% | Reduced |
| Ameritas Investment Partners, Inc. | 69,192 | $2.63M | 0.09% | −1,061−1.5% | Reduced |
| TCW Group Inc | 68,983 | $2.62M | 0.03% | −3,003−4.2% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $2.59M | 0.01% | 00.0% | Unchanged |
| Renaissance Technologies LLC | 68,200 | $2.59M | 0.00% | +68,200 | New |
| HRT Financial LP | 67,184 | $2.55M | 0.02% | +67,184 | New |
| Stephens Inc | 66,162 | $2.51M | 0.04% | +53,668+429.6% | Added |
| Macquarie Group Ltd | 65,878 | $2.50M | 0.00% | +835+1.3% | Added |
| New Mexico Educational Retirement Board | 65,500 | $2.49M | 0.09% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 65,484 | $2.45M | 0.00% | −2,121−3.1% | Reduced |
| Lecap Asset Management Ltd | 64,301 | $2.44M | 0.51% | +34,987+119.4% | Added |
| Worldquant Millennium Advisors LLC | 63,440 | $2.41M | 0.03% | +63,440 | New |
| Neuberger Berman Group LLC | 62,819 | $2.39M | 0.00% | −3,230−4.9% | Reduced |
| Searle & Co. | 60,300 | $2.29M | 0.58% | 00.0% | Unchanged |
| Utah Retirement Systems | 58,456 | $2.22M | 0.03% | −1,482−2.5% | Reduced |
| Greenwich Investment Management, Inc. | 57,738 | $2.19M | 1.73% | −3,774−6.1% | Reduced |
| Jefferies Financial Group Inc. | 57,000 | $2.17M | 0.04% | +57,000 | New |
| KBC Group NV | 56,597 | $2.15M | 0.01% | −8,573−13.2% | Reduced |
| Envestnet Asset Management Inc | 56,358 | $2.14M | 0.00% | −106,413−65.4% | Reduced |
| Jane Street Group, LLC | 54,475 | $2.07M | 0.00% | −437,507−88.9% | Reduced |
| Tredje AP-fonden | 53,653 | $2.04M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 51,030 | $1.95M | 0.00% | −3,067−5.7% | Reduced |
| DnB Asset Management AS | 50,466 | $1.92M | 0.01% | −23,058−31.4% | Reduced |
| Federated Hermes, Inc. | 50,226 | $1.91M | 0.00% | −9,594−16.0% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $1.88M | 0.16% | 00.0% | Unchanged |
| Grey Street Capital, LLC | 48,457 | $1.84M | 0.25% | +48,457 | New |
| Pacer Advisors, Inc. | 47,870 | $1.82M | 0.00% | +630+1.3% | Added |
| Public Sector Pension Investment Board | 45,758 | $1.74M | 0.01% | −621−1.3% | Reduced |
| Point72 (DIFC) Ltd | 45,027 | $1.71M | 0.13% | +45,027 | New |
| CI Private Wealth, LLC | 44,780 | $1.70M | 0.00% | −653−1.4% | Reduced |
| National Bank of Canada | 42,430 | $1.69M | 0.00% | +3,207+8.2% | Added |
| Verition Fund Management LLC | 44,333 | $1.69M | 0.02% | +5,667+14.7% | Added |
| Ontario Teachers Pension Plan Board | 43,367 | $1.65M | 0.02% | −26,304−37.8% | Reduced |
| AMG National Trust Bank | 42,740 | $1.62M | 0.05% | +210.0% | Added |