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, Q2 2024
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 491
- +51 vs. Q1 2024
- Shares held
- 306.6M
- −6.87M (−2.2%) vs. Q1 2024
- Total value
- $12.5B
- +$619.0M (+5.2%) vs. Q1 2024
- New holders
- 94
- 158 more added
- Sold out
- 43
- 175 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,359,684 | $1.49B | 0.03% | −1,074,992−2.9% | Reduced |
| BlackRock Inc. | 26,326,279 | $1.08B | 0.02% | −5,706,948−17.8% | Reduced |
| Price T Rowe Associates Inc | 21,075,741 | $861.2M | 0.10% | −4,695,722−18.2% | Reduced |
| Canada Pension Plan Investment Board | 18,652,997 | $762.2M | 0.75% | −151,688−0.8% | Reduced |
| Pzena Investment Management LLC | 18,642,684 | $761.7M | 2.68% | −6,677,949−26.4% | Reduced |
| Norges Bank | 15,434,509 | $630.7M | 0.09% | −1,532,918−9.0% | Reduced |
| State Street Corp | 12,638,665 | $516.4M | 0.02% | −606,670−4.6% | Reduced |
| Invesco Ltd. | 7,245,646 | $296.1M | 0.06% | −509,531−6.6% | Reduced |
| Geode Capital Management, LLC | 6,905,830 | $281.8M | 0.02% | +166,327+2.5% | Added |
| HSBC Holdings PLC | 6,840,185 | $279.4M | 0.18% | −478,895−6.5% | Reduced |
| First Trust Advisors LP | 6,574,101 | $268.6M | 0.27% | −556,237−7.8% | Reduced |
| Conifer Management, L.L.C. | 6,000,000 | $245.2M | 30.06% | −854,000−12.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,859,547 | $239.4M | 0.92% | +3,802,356+184.8% | Added |
| Wellington Management Group LLP | 5,352,195 | $218.7M | 0.04% | −2,028,241−27.5% | Reduced |
| Thornburg Investment Management Inc | 5,267,993 | $215.3M | 3.03% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 4,995,719 | $204.1M | 7.97% | −180,000−3.5% | Reduced |
| Massachusetts Financial Services Co | 4,943,718 | $202.0M | 0.06% | −4,559,997−48.0% | Reduced |
| Dimensional Fund Advisors LP | 4,083,650 | $166.9M | 0.04% | +539,904+15.2% | Added |
| Bank of New York Mellon Corp | 3,724,092 | $152.2M | 0.03% | +7,559+0.2% | Added |
| Northern Trust Corp | 3,508,515 | $143.4M | 0.02% | −91,835−2.6% | Reduced |
| Goldman Sachs Group Inc | 3,389,721 | $138.5M | 0.03% | +1,965,536+138.0% | Added |
| Acadian Asset Management LLC | 3,168,402 | $129.4M | 0.40% | +3,155,487+24,432.7% | Added |
| Morgan Stanley | 2,994,418 | $122.4M | 0.01% | +35,269+1.2% | Added |
| Zurich Insurance Group Ltd | 2,696,427 | $110.2M | 0.95% | +2,696,427 | New |
| Nuveen Asset Management, LLC | 2,466,532 | $100.8M | 0.03% | −265,370−9.7% | Reduced |
| UBS Asset Management Americas Inc | 2,165,976 | $88.5M | 0.03% | +747,607+52.7% | Added |
| Charles Schwab Investment Management Inc | 2,096,215 | $85.7M | 0.02% | −28,167−1.3% | Reduced |
| Alyeska Investment Group, L.P. | 2,086,293 | $85.2M | 0.49% | +2,086,293 | New |
| Principal Financial Group Inc | 1,969,388 | $80.5M | 0.05% | +721,028+57.8% | Added |
| Legal & General Group Plc | 1,629,086 | $66.6M | 0.02% | −138,089−7.8% | Reduced |
| Amundi | 1,592,100 | $65.4M | 0.03% | +884,904+125.1% | Added |
| Samlyn Capital, LLC | 1,550,020 | $63.3M | 1.09% | +1,550,020 | New |
| Ensign Peak Advisors, Inc | 1,482,169 | $60.6M | 0.11% | −571,944−27.8% | Reduced |
| Marshall Wace, LLP | 1,412,269 | $57.7M | 0.08% | +43,077+3.1% | Added |
| Arrowstreet Capital, Limited Partnership | 1,357,087 | $55.5M | 0.05% | +369,318+37.4% | Added |
| Balyasny Asset Management LLC | 1,265,432 | $51.7M | 0.13% | +720,772+132.3% | Added |
| Ci Investments Inc. | 1,259,304 | $51.5M | 0.20% | −98,340−7.2% | Reduced |
| Capital International Investors | 1,192,271 | $48.7M | 0.01% | +1,192,271 | New |
| Woodline Partners LP | 1,151,099 | $47.0M | 0.45% | −43,637−3.7% | Reduced |
| Man Group plc | 1,127,938 | $46.1M | 0.12% | +907,401+411.5% | Added |
| Rhumbline Advisers | 1,080,609 | $44.2M | 0.04% | +67,176+6.6% | Added |
| Ameriprise Financial Inc | 1,064,629 | $43.5M | 0.01% | −46,557−4.2% | Reduced |
| Deutsche Bank AG | 1,040,803 | $42.5M | 0.02% | +52,073+5.3% | Added |
| Storebrand Asset Management AS | 979,507 | $40.0M | 0.13% | +64,499+7.0% | Added |
| Swiss National Bank | 970,000 | $39.6M | 0.03% | −43,600−4.3% | Reduced |
| Millennium Management LLC | 954,727 | $39.0M | 0.03% | +369,981+63.3% | Added |
| Poplar Forest Capital LLC | 919,216 | $37.6M | 5.24% | −128,242−12.2% | Reduced |
| Gillson Capital LP | 772,384 | $31.6M | 3.05% | −32,616−4.1% | Reduced |
| Franklin Resources Inc | 771,963 | $31.5M | 0.01% | +103,917+15.6% | Added |
| JPMorgan Chase & Co | 755,196 | $30.9M | 0.00% | +121,102+19.1% | Added |
| Manufacturers Life Insurance Company, The | 745,799 | $30.5M | 0.03% | −117,700−13.6% | Reduced |
| AQR Capital Management LLC | 727,892 | $29.7M | 0.05% | +249,639+52.2% | Added |
| Swedbank AB | 711,504 | $29.1M | 0.04% | −5,058−0.7% | Reduced |
| Algebris (UK) Ltd | 761,984 | $29.1M | 9.35% | −12,166−1.6% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 704,135 | $28.8M | 0.02% | −135,407−16.1% | Reduced |
| Russell Investments Group, Ltd. | 679,706 | $27.6M | 0.04% | +162,942+31.5% | Added |
| Allianz Asset Management GmbH | 674,347 | $27.6M | 0.04% | +469,204+228.7% | Added |
| Voloridge Investment Management, LLC | 660,543 | $27.0M | 0.10% | −797,155−54.7% | Reduced |
| California Public Employees Retirement System | 633,049 | $25.9M | 0.02% | +4,165+0.7% | Added |
| Federated Hermes, Inc. | 600,662 | $24.5M | 0.06% | +550,436+1,095.9% | Added |
| Interval Partners, LP | 598,070 | $24.4M | 0.72% | −49,609−7.7% | Reduced |
| Artemis Investment Management LLP | 595,091 | $24.3M | 0.33% | +595,091 | New |
| Two Sigma Investments, LP | 575,810 | $23.5M | 0.06% | +250,728+77.1% | Added |
| California State Teachers Retirement System | 571,852 | $23.4M | 0.03% | −51,083−8.2% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 562,414 | $23.0M | 0.07% | −50,870−8.3% | Reduced |
| CBOE Vest Financial, LLC | 559,510 | $22.9M | 0.55% | +38,104+7.3% | Added |
| FMR LLC | 558,104 | $22.8M | 0.00% | −7,014−1.2% | Reduced |
| Bain Capital Public Equity Management II, LLC | 556,743 | $22.7M | 1.02% | +556,743 | New |
| Bank of America Corp | 542,601 | $22.2M | 0.00% | +26,142+5.1% | Added |
| T. Rowe Price Investment Management, Inc. | 515,439 | $21.1M | 0.01% | +515,439 | New |
| Voya Investment Management LLC | 511,578 | $20.9M | 0.02% | −16,968−3.2% | Reduced |
| Robeco Institutional Asset Management B.V. | 508,841 | $20.8M | 0.04% | +143,775+39.4% | Added |
| Great West Life Assurance Co | 490,009 | $20.0M | 0.04% | +56,015+12.9% | Added |
| Royal Bank of Canada | 478,161 | $19.5M | 0.00% | +437,383+1,072.6% | Added |
| Wells Fargo & Company | 469,372 | $19.2M | 0.00% | +111,433+31.1% | Added |
| Jane Street Group, LLC | 467,700 | $19.1M | 0.02% | +413,225+758.6% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 442,709 | $18.1M | 0.04% | −13,213−2.9% | Reduced |
| Barclays PLC | 441,654 | $18.0M | 0.01% | −184,559−29.5% | Reduced |
| American Century Companies Inc | 435,567 | $17.8M | 0.01% | +202,021+86.5% | Added |
| State Board of Administration of Florida Retirement System | 425,585 | $17.4M | 0.03% | −22,025−4.9% | Reduced |
| Corebridge Financial, Inc. | 390,860 | $16.0M | 0.09% | +390,860 | New |
| Retirement Systems of Alabama | 377,345 | $15.4M | 0.06% | −16,674−4.2% | Reduced |
| UBS Group AG | 375,253 | $15.3M | 0.00% | +69,541+22.7% | Added |
| Hudson Bay Capital Management LP | 350,000 | $14.3M | 0.11% | +350,000 | New |
| SEI Investments Co | 347,475 | $14.2M | 0.02% | +16,745+5.1% | Added |
| Brandywine Global Investment Management, LLC | 343,242 | $14.0M | 0.10% | +123,656+56.3% | Added |
| Thrivent Financial for Lutherans | 340,277 | $13.9M | 0.03% | −39,159−10.3% | Reduced |
| Alliancebernstein L.P. | 335,023 | $13.7M | 0.00% | −19,297−5.4% | Reduced |
| Community Trust & Investment Co | 327,794 | $13.4M | 0.91% | −7,656−2.3% | Reduced |
| LSV Asset Management | 320,782 | $13.1M | 0.03% | −21,900−6.4% | Reduced |
| Parkwood LLC | 318,411 | $13.0M | 1.64% | +23,309+7.9% | Added |
| Two Sigma Advisers, LP | 284,900 | $11.6M | 0.03% | +131,300+85.5% | Added |
| Citigroup Inc | 271,611 | $11.1M | 0.01% | +177,837+189.6% | Added |
| Citadel Advisors LLC | 262,394 | $10.7M | 0.01% | −374,346−58.8% | Reduced |
| HRT Financial LP | 257,754 | $10.5M | 0.06% | +190,570+283.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 252,400 | $10.3M | 0.01% | −340,752−57.4% | Reduced |
| Assenagon Asset Management S.A. | 248,960 | $10.2M | 0.03% | −91,807−26.9% | Reduced |
| State of Wisconsin Investment Board | 248,069 | $10.1M | 0.03% | +12,152+5.2% | Added |
| Raymond James & Associates | 246,215 | $10.1M | 0.01% | +132,922+117.3% | Added |
| New York State Common Retirement Fund | 244,308 | $9.98M | 0.01% | −4,842−1.9% | Reduced |