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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,696 | $1.62M | 0.00% | +9,465+28.5% | Added |
| PGGM Investments | 41,730 | $1.59M | 0.02% | +41,730 | New |
| LPL Financial LLC | 41,277 | $1.57M | 0.00% | −14,906−26.5% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.57M | 0.02% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $1.55M | 0.02% | −118−0.3% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.55M | 0.70% | 00.0% | Unchanged |
| Royal Bank of Canada | 40,778 | $1.55M | 0.00% | −3,109−7.1% | Reduced |
| British Columbia Investment Management Corp | 40,413 | $1.54M | 0.01% | +398+1.0% | Added |
| First National Advisers, LLC | 44,325 | $1.52M | 0.34% | +13,005+41.5% | Added |
| Redwood Investment Management, LLC | 39,598 | $1.50M | 0.14% | +39,598 | New |
| Nissay Asset Management Corp | 38,971 | $1.48M | 0.01% | −371−0.9% | Reduced |
| Icon Advisers Inc | 39,200 | $1.47M | 0.32% | 00.0% | Unchanged |
| TD Asset Management Inc | 35,875 | $1.36M | 0.00% | −571−1.6% | Reduced |
| Mesirow Financial Investment Management, Inc. | 35,331 | $1.34M | 0.03% | +5,316+17.7% | Added |
| Bayesian Capital Management, LP | 34,200 | $1.30M | 0.12% | +34,200 | New |
| Wiley Bros.-Aintree Capital, LLC | 34,074 | $1.30M | 0.18% | +130.0% | Added |
| State of Alaska, Department of Revenue | 34,050 | $1.29M | 0.01% | −310−0.9% | Reduced |
| Toronto Dominion Bank | 33,928 | $1.29M | 0.00% | −193,103−85.1% | Reduced |
| Degroof Petercam Asset Management | 33,000 | $1.25M | 0.02% | 00.0% | Unchanged |
| Quadrature Capital Ltd | 32,572 | $1.24M | 0.02% | −46,331−58.7% | Reduced |
| XTX Topco Ltd | 32,243 | $1.23M | 0.17% | +32,243 | New |
| AXS Investments LLC | 32,000 | $1.22M | 0.29% | +32,000 | New |
| Elo Mutual Pension Insurance Co | 30,992 | $1.18M | 0.03% | +666+2.2% | Added |
| Mackenzie Financial Corp | 30,736 | $1.17M | 0.00% | +30,736 | New |
| EJF Capital LLC | 30,515 | $1.16M | 0.81% | −30,800−50.2% | Reduced |
| Quinn Opportunity Partners LLC | 30,413 | $1.16M | 0.13% | −6,000−16.5% | Reduced |
| Janus Henderson Group PLC | 30,192 | $1.15M | 0.00% | +70.0% | Added |
| Gulf International Bank (UK) Ltd | 29,513 | $1.12M | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 29,360 | $1.12M | 0.06% | −1,033−3.4% | Reduced |
| JustInvest LLC | 28,281 | $1.07M | 0.02% | +523+1.9% | Added |
| Campbell & CO Investment Adviser LLC | 28,201 | $1.07M | 0.09% | +20,008+244.2% | Added |
| Ellsworth Advisors, LLC | 28,373 | $1.04M | 0.30% | +1,534+5.7% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.02M | 0.00% | 00.0% | Unchanged |
| Toroso Investments, LLC | 26,396 | $1.00M | 0.02% | −1,047−3.8% | Reduced |
| Squarepoint Ops LLC | 26,220 | $996.6K | 0.00% | +26,220 | New |
| Wilbanks Smith & Thomas Asset Management LLC | 26,197 | $995.7K | 0.03% | −1,813−6.5% | Reduced |
| Securian Asset Management, Inc | 25,803 | $980.8K | 0.03% | −1,048−3.9% | Reduced |
| Ritholtz Wealth Management | 25,753 | $978.9K | 0.03% | −5,267−17.0% | Reduced |
| Maryland State Retirement & Pension System | 27,283 | $969.8K | 0.02% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 25,295 | $961.0K | 0.00% | −661−2.5% | Reduced |
| Prudential Financial Inc | 24,114 | $916.6K | 0.00% | +3,101+14.8% | Added |
| Daiwa Securities Group Inc. | 24,093 | $916.0K | 0.01% | +2,300+10.6% | Added |
| Gabelli Funds LLC | 24,000 | $912.2K | 0.01% | 00.0% | Unchanged |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,760 | $903.1K | 0.01% | −157−0.7% | Reduced |
| Quest Partners LLC | 23,310 | $886.0K | 0.15% | +23,310 | New |
| United Services Automobile Association | 22,965 | $872.9K | 0.02% | +22,965 | New |
| Global Endowment Management, LP | 22,932 | $871.6K | 0.09% | −6,170−21.2% | Reduced |
| Avantax Advisory Services, Inc. | 22,554 | $857.3K | 0.01% | +22,554 | New |
| Invst, LLC | 22,742 | $851.5K | 0.10% | +22,742 | New |
| Fulton Bank, N.A. | 22,112 | $840.5K | 0.03% | +122+0.6% | Added |
| Credit Agricole S A | 22,666 | $821.4K | 0.01% | +22,666 | New |
| Meiji Yasuda Life Insurance Co | 21,490 | $816.8K | 0.02% | −5,000−18.9% | Reduced |
| Achmea Investment Management B.V. | 20,983 | $797.0K | 0.02% | +20,983 | New |
| Crossmark Global Holdings, Inc. | 20,510 | $780.0K | 0.01% | −360−1.7% | Reduced |
| Anchor Investment Management, LLC | 20,517 | $779.9K | 0.08% | +70.0% | Added |
| Cetera Investment Advisers | 19,972 | $759.1K | 0.00% | +13,173+193.7% | Added |
| Quantinno Capital Management LP | 19,671 | $748.0K | 0.02% | +4,338+28.3% | Added |
| Bridgefront Capital, LLC | 18,840 | $716.1K | 0.54% | +18,840 | New |
| Candriam Luxembourg S.C.A. | 18,743 | $712.4K | 0.00% | −3,082−14.1% | Reduced |
| Rodgers Brothers Inc. | 18,500 | $703.2K | 0.10% | 00.0% | Unchanged |
| Jacobs Levy Equity Management, Inc | 18,047 | $686.0K | 0.00% | −454−2.5% | Reduced |
| Twinbeech Capital LP | 17,914 | $680.9K | 0.01% | −114,459−86.5% | Reduced |
| Greenleaf Trust | 17,825 | $677.5K | 0.01% | −148−0.8% | Reduced |
| FinTrust Capital Advisors, LLC | 17,709 | $673.1K | 0.13% | −24−0.1% | Reduced |
| Aquatic Capital Management LLC | 17,500 | $665.2K | 0.02% | −5,800−24.9% | Reduced |
| Mariner, LLC | 17,258 | $656.0K | 0.00% | +26+0.2% | Added |
| Capital Insight Partners, LLC | 17,172 | $652.7K | 0.12% | +5,104+42.3% | Added |
| APG Asset Management N.V. | 18,466 | $649.9K | 0.00% | −400−2.1% | Reduced |
| Cerity Partners LLC | 17,044 | $647.8K | 0.00% | +8,788+106.4% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $641.6K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 16,790 | $638.0K | 0.00% | +5,792+52.7% | Added |
| Prelude Capital Management, LLC | 16,744 | $636.4K | 0.04% | +16,744 | New |
| Metis Global Partners, LLC | 16,157 | $614.1K | 0.02% | +16,157 | New |
| Federation des caisses Desjardins du Quebec | 17,622 | $607.0K | 0.00% | +4,296+32.2% | Added |
| ProShare Advisors LLC | 15,306 | $581.8K | 0.00% | −1,430−8.5% | Reduced |
| Profund Advisors LLC | 15,249 | $579.6K | 0.02% | −1,091−6.7% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $558.7K | 0.01% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 14,640 | $556.5K | 0.02% | −2,700−15.6% | Reduced |
| CSS LLC | 14,395 | $547.2K | 0.04% | 00.0% | Unchanged |
| Van Leeuwen & Company, LLC | 14,382 | $546.7K | 0.28% | +2,389+19.9% | Added |
| Gsa Capital Partners LLP | 14,253 | $542.0K | 0.04% | +14,253 | New |
| Los Angeles Capital Management LLC | 13,984 | $531.5K | 0.00% | +13,984 | New |
| CIBC World Markets Corp | 13,858 | $526.7K | 0.00% | +4,181+43.2% | Added |
| Shelton Capital Management | 13,723 | $521.6K | 0.01% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 13,660 | $519.2K | 0.00% | −46,915−77.4% | Reduced |
| Aviva PLC | 13,542 | $514.7K | 0.00% | −81−0.6% | Reduced |
| Susquehanna International Group, LLP | 13,394 | $509.1K | 0.00% | −201,734−93.8% | Reduced |
| The PNC Financial Services Group, Inc. | 13,353 | $507.5K | 0.00% | +957+7.7% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,288 | $505.1K | 0.02% | +13,288 | New |
| Tokio Marine Asset Management Co Ltd | 13,097 | $497.8K | 0.03% | +528+4.2% | Added |
| Acadian Asset Management LLC | 12,915 | $490.0K | 0.00% | +488+3.9% | Added |
| Creative Planning | 12,867 | $489.1K | 0.00% | −26−0.2% | Reduced |
| Equitable Holdings, Inc. | 12,735 | $484.1K | 0.01% | +173+1.4% | Added |
| Abn Amro Investment Solutions | 12,409 | $471.7K | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 12,220 | $464.5K | 0.01% | −190−1.5% | Reduced |
| Centiva Capital, LP | 11,986 | $455.6K | 0.03% | −1,051−8.1% | Reduced |
| CIBC Asset Management Inc | 11,466 | $435.8K | 0.00% | +22+0.2% | Added |
| Advisory Services Network, LLC | 11,460 | $435.6K | 0.01% | +975+9.3% | Added |
| Rothschild Investment LLC | 11,425 | $434.3K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,162 | $424.3K | 0.01% | +4,058+57.1% | Added |