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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 15,981 | $653.0K | 0.01% | +10,339+183.3% | Added |
| Bank of Nova Scotia | 16,003 | $653.9K | 0.00% | +4,873+43.8% | Added |
| Investment Management Corp of Ontario | 16,540 | $675.8K | 0.02% | +1,900+13.0% | Added |
| Toroso Investments, LLC | 16,688 | $681.9K | 0.01% | −9,708−36.8% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,176 | $701.8K | 0.00% | −871−4.8% | Reduced |
| Anchor Investment Management, LLC | 17,517 | $715.8K | 0.07% | −3,000−14.6% | Reduced |
| Capital Insight Partners, LLC | 17,612 | $719.6K | 0.14% | +440+2.6% | Added |
| CIBC World Markets Corp | 17,666 | $721.8K | 0.00% | +3,808+27.5% | Added |
| Greenleaf Trust | 17,809 | $727.7K | 0.01% | −16−0.1% | Reduced |
| Mariner, LLC | 18,248 | $745.6K | 0.00% | +990+5.7% | Added |
| Aigen Investment Management, LP | 18,430 | $753.0K | 0.15% | +18,430 | New |
| Rodgers Brothers Inc. | 18,500 | $755.9K | 0.10% | 00.0% | Unchanged |
| Global Endowment Management, LP | 18,835 | $769.6K | 0.08% | −4,097−17.9% | Reduced |
| Natixis Advisors, L.P. | 18,887 | $772.0K | 0.00% | +18,887 | New |
| Avantax Advisory Services, Inc. | 19,322 | $789.5K | 0.01% | −3,232−14.3% | Reduced |
| Crossmark Global Holdings, Inc. | 19,427 | $794.0K | 0.02% | −1,083−5.3% | Reduced |
| FinTrust Capital Advisors, LLC | 20,157 | $823.6K | 0.16% | +2,448+13.8% | Added |
| Quantbot Technologies LP | 20,261 | $827.9K | 0.04% | −159,050−88.7% | Reduced |
| Janney Montgomery Scott LLC | 20,348 | $831.0K | 0.00% | −4,947−19.6% | Reduced |
| Friedenthal Financial | 20,344 | $831.3K | 0.52% | +20,344 | New |
| Quantinno Capital Management LP | 21,907 | $895.1K | 0.02% | +2,236+11.4% | Added |
| Daiwa Securities Group Inc. | 22,693 | $927.0K | 0.00% | −1,400−5.8% | Reduced |
| United Services Automobile Association | 23,499 | $960.2K | 0.02% | +534+2.3% | Added |
| Janus Henderson Group PLC | 23,528 | $960.8K | 0.00% | −6,664−22.1% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 23,508 | $961.0K | 0.00% | +23,508 | New |
| MBB Public Markets I LLC | 23,600 | $964.3K | 0.02% | +23,600 | New |
| Cetera Investment Advisers | 23,832 | $973.8K | 0.00% | +3,860+19.3% | Added |
| Invst, LLC | 23,881 | $974.8K | 0.11% | +1,139+5.0% | Added |
| Gabelli Funds LLC | 24,000 | $980.6K | 0.01% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 24,119 | $985.5K | 0.00% | +10,725+80.1% | Added |
| Securian Asset Management, Inc | 24,384 | $996.3K | 0.03% | −1,419−5.5% | Reduced |
| Steamboat Capital Partners, LLC | 24,972 | $1.02M | 0.37% | +24,972 | New |
| Ritholtz Wealth Management | 25,231 | $1.03M | 0.03% | −522−2.0% | Reduced |
| Maryland State Retirement & Pension System | 25,453 | $1.04M | 0.02% | −1,830−6.7% | Reduced |
| UniSuper Management Pty Ltd | 26,240 | $1.07M | 0.01% | +21,440+446.7% | Added |
| Moore Capital Management, LP | 26,751 | $1.09M | 0.02% | +26,751 | New |
| Candriam Luxembourg S.C.A. | 26,770 | $1.09M | 0.01% | +8,027+42.8% | Added |
| Holocene Advisors, LP | 26,779 | $1.09M | 0.00% | −210,986−88.7% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.09M | 0.00% | 00.0% | Unchanged |
| Ontario Teachers Pension Plan Board | 28,067 | $1.15M | 0.01% | −15,300−35.3% | Reduced |
| Clearstead Advisors, LLC | 28,172 | $1.15M | 0.02% | +28,172 | New |
| Elo Mutual Pension Insurance Co | 28,735 | $1.17M | 0.03% | −2,257−7.3% | Reduced |
| TD Asset Management Inc | 28,849 | $1.18M | 0.00% | −7,026−19.6% | Reduced |
| Integrated Advisors Network LLC | 28,906 | $1.18M | 0.06% | −454−1.5% | Reduced |
| Gulf International Bank (UK) Ltd | 29,513 | $1.21M | 0.03% | 00.0% | Unchanged |
| M&T Bank Corp | 29,983 | $1.23M | 0.00% | +19,241+179.1% | Added |
| EJF Capital LLC | 30,515 | $1.25M | 0.92% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 33,944 | $1.26M | 0.11% | −5,654−14.3% | Reduced |
| JustInvest LLC | 31,404 | $1.28M | 0.02% | +3,123+11.0% | Added |
| Bank of Montreal | 31,524 | $1.30M | 0.00% | −19,506−38.2% | Reduced |
| Ellsworth Advisors, LLC | 31,990 | $1.31M | 0.36% | +3,617+12.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.32M | 0.02% | +8,541+35.9% | Added |
| HighTower Advisors, LLC | 32,934 | $1.34M | 0.00% | +32,934 | New |
| XTX Topco Ltd | 33,228 | $1.36M | 0.12% | +985+3.1% | Added |
| State of Alaska, Department of Revenue | 33,250 | $1.36M | 0.02% | −800−2.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 34,328 | $1.40M | 0.06% | +254+0.7% | Added |
| Toronto Dominion Bank | 35,231 | $1.44M | 0.00% | +1,303+3.8% | Added |
| Mesirow Financial Investment Management, Inc. | 35,380 | $1.45M | 0.03% | +49+0.1% | Added |
| STRS Ohio | 35,964 | $1.47M | 0.01% | +35,964 | New |
| Seven Eight Capital, LP | 36,248 | $1.48M | 0.15% | −153,274−80.9% | Reduced |
| Donoghue Forlines LLC | 36,470 | $1.49M | 0.42% | +36,470 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 36,840 | $1.51M | 0.03% | +25,678+230.0% | Added |
| Magnetar Financial LLC | 37,004 | $1.51M | 0.03% | +37,004 | New |
| Nissay Asset Management Corp | 38,694 | $1.58M | 0.01% | −277−0.7% | Reduced |
| Icon Advisers Inc | 39,200 | $1.60M | 0.36% | 00.0% | Unchanged |
| AXA S.A. | 39,354 | $1.61M | 0.00% | +39,354 | New |
| Legacy Wealth Management, LLC | 40,870 | $1.67M | 0.71% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $1.67M | 0.03% | 00.0% | Unchanged |
| Illinois Municipal Retirement Fund | 41,213 | $1.68M | 0.03% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 41,905 | $1.71M | 0.02% | +25,024+148.2% | Added |
| New York Life Investment Management LLC | 41,909 | $1.71M | 0.02% | +41,909 | New |
| AMG National Trust Bank | 42,637 | $1.74M | 0.05% | −103−0.2% | Reduced |
| Fox Run Management, L.L.C. | 42,741 | $1.75M | 0.33% | +42,741 | New |
| National Bank of Canada | 42,993 | $1.75M | 0.00% | +563+1.3% | Added |
| CI Private Wealth, LLC | 43,184 | $1.76M | 0.00% | −1,596−3.6% | Reduced |
| Public Sector Pension Investment Board | 43,255 | $1.77M | 0.01% | −2,503−5.5% | Reduced |
| Credit Agricole S A | 44,666 | $1.83M | 0.01% | +22,000+97.1% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 44,700 | $1.83M | 0.00% | +2,004+4.7% | Added |
| APG Asset Management N.V. | 48,066 | $1.83M | 0.00% | +29,600+160.3% | Added |
| Engineers Gate Manager LP | 45,832 | $1.87M | 0.04% | +45,832 | New |
| Pacer Advisors, Inc. | 45,835 | $1.87M | 0.00% | −2,035−4.3% | Reduced |
| La Banque Postale Asset Management SA | 48,701 | $1.99M | 0.08% | +48,701 | New |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $2.02M | 0.16% | 00.0% | Unchanged |
| Forsta Ap-Fonden | 49,400 | $2.02M | 0.02% | −61,000−55.3% | Reduced |
| KBC Group NV | 49,657 | $2.03M | 0.01% | −6,940−12.3% | Reduced |
| Stifel Financial Corp | 50,667 | $2.07M | 0.00% | −27,428−35.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,205 | $2.07M | 0.01% | +51,205 | New |
| Tredje AP-fonden | 52,822 | $2.16M | 0.02% | −831−1.5% | Reduced |
| Centiva Capital, LP | 52,930 | $2.16M | 0.10% | +40,944+341.6% | Added |
| Utah Retirement Systems | 54,056 | $2.21M | 0.03% | −4,400−7.5% | Reduced |
| LPL Financial LLC | 55,454 | $2.27M | 0.00% | +14,177+34.3% | Added |
| Trexquant Investment LP | 55,656 | $2.27M | 0.03% | +55,656 | New |
| SG Americas Securities, LLC | 57,641 | $2.35M | 0.01% | −14,749−20.4% | Reduced |
| DnB Asset Management AS | 58,140 | $2.38M | 0.01% | +7,674+15.2% | Added |
| Sciencast Management LP | 58,301 | $2.38M | 0.83% | +58,301 | New |
| Intech Investment Management LLC | 58,326 | $2.38M | 0.03% | −42,150−42.0% | Reduced |
| First National Advisers, LLC | 58,948 | $2.41M | 0.44% | +14,623+33.0% | Added |
| Searle & Co. | 59,967 | $2.45M | 0.57% | −333−0.6% | Reduced |
| Neuberger Berman Group LLC | 62,515 | $2.55M | 0.00% | −304−0.5% | Reduced |
| BTC Capital Management, Inc. | 62,735 | $2.56M | 0.24% | −8,986−12.5% | Reduced |