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 |
|---|---|---|---|---|---|
| British Columbia Investment Management Corp | 62,759 | $2.56M | 0.02% | +22,346+55.3% | Added |
| Oregon Public Employees Retirement Fund | 63,500 | $2.59M | 0.05% | −14,000−18.1% | Reduced |
| Ameritas Investment Partners, Inc. | 65,028 | $2.66M | 0.09% | −4,164−6.0% | Reduced |
| Aviva PLC | 65,061 | $2.66M | 0.01% | +51,519+380.4% | Added |
| New Mexico Educational Retirement Board | 65,500 | $2.68M | 0.09% | 00.0% | Unchanged |
| Bain Capital Public Equity, LP | 66,315 | $2.71M | 2.96% | +66,315 | New |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,763 | $2.77M | 0.02% | −1,645−2.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 68,072 | $2.78M | 0.15% | −1,431−2.1% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $2.79M | 0.01% | 00.0% | Unchanged |
| Northwestern Mutual Investment Management Company, LLC | 68,235 | $2.79M | 0.07% | −1,750−2.5% | Reduced |
| Prudential Financial Inc | 69,017 | $2.82M | 0.00% | +44,903+186.2% | Added |
| Federation des caisses Desjardins du Quebec | 69,991 | $2.86M | 0.02% | +52,369+297.2% | Added |
| Wedge Capital Management L L P | 70,760 | $2.89M | 0.05% | −9,580−11.9% | Reduced |
| Stephens Inc | 71,582 | $2.92M | 0.04% | +5,420+8.2% | Added |
| BlueMar Capital Management, LLC | 72,939 | $2.98M | 6.21% | −26,143−26.4% | Reduced |
| Ethic Inc. | 73,324 | $3.00M | 0.07% | −1,745−2.3% | Reduced |
| Standard Life Aberdeen plc | 75,942 | $3.10M | 0.01% | −44,698−37.1% | Reduced |
| New Vernon Investment Management LLC | 76,555 | $3.13M | 4.06% | −10,937−12.5% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 76,771 | $3.14M | 0.02% | +3,673+5.0% | Added |
| Y-Intercept (Hong Kong) Ltd | 78,837 | $3.22M | 0.18% | −22,400−22.1% | Reduced |
| State of Michigan Retirement System | 79,286 | $3.24M | 0.02% | −5,200−6.2% | Reduced |
| First National Bank of Omaha | 80,197 | $3.28M | 0.22% | +26,040+48.1% | Added |
| Alaska Permanent Fund Corp | 75,719 | $3.30M | 0.05% | −5,008−6.2% | Reduced |
| QRG Capital Management, Inc. | 80,998 | $3.31M | 0.04% | +2,655+3.4% | Added |
| Xponance, Inc. | 83,097 | $3.40M | 0.03% | −8,783−9.6% | Reduced |
| Natixis | 84,058 | $3.43M | 0.02% | +84,058 | New |
| DekaBank Deutsche Girozentrale | 85,875 | $3.44M | 0.01% | +20,391+31.1% | Added |
| Macquarie Group Ltd | 85,219 | $3.48M | 0.00% | +19,341+29.4% | Added |
| Louisiana State Employees Retirement System | 86,500 | $3.53M | 0.07% | −3,800−4.2% | Reduced |
| State of Tennessee, Treasury Department | 87,200 | $3.56M | 0.01% | +15,000+20.8% | Added |
| Jump Financial, LLC | 87,236 | $3.56M | 0.07% | +87,236 | New |
| Arizona State Retirement System | 89,996 | $3.68M | 0.02% | −3,104−3.3% | Reduced |
| IFM Investors Pty Ltd | 91,739 | $3.75M | 0.04% | −1,043−1.1% | Reduced |
| Omers Administration Corp | 91,988 | $3.76M | 0.04% | +91,988 | New |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 92,897 | $3.80M | 0.04% | +92,897 | New |
| Keeley-Teton Advisors, LLC | 93,118 | $3.80M | 0.49% | −1,085−1.2% | Reduced |
| Vident Advisory, LLC | 99,097 | $4.05M | 0.11% | +2,647+2.7% | Added |
| Richard Bernstein Advisors LLC | 99,859 | $4.08M | 0.09% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 100,798 | $4.11M | 0.02% | −12,913−11.4% | Reduced |
| Envestnet Asset Management Inc | 102,385 | $4.18M | 0.00% | +46,027+81.7% | Added |
| Point72 (DIFC) Ltd | 104,965 | $4.29M | 0.38% | +59,938+133.1% | Added |
| Teachers Retirement System of the State of Kentucky | 106,900 | $4.37M | 0.04% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 115,690 | $4.38M | 0.07% | −42,071−26.7% | Reduced |
| Rockefeller Capital Management L.P. | 108,176 | $4.42M | 0.01% | −4,678−4.1% | Reduced |
| Danske Bank A/S | 108,353 | $4.43M | 0.02% | −18,500−14.6% | Reduced |
| Empowered Funds, LLC | 110,354 | $4.51M | 0.08% | +110,354 | New |
| Kendall Capital Management | 112,729 | $4.61M | 1.54% | +3,434+3.1% | Added |
| Royal London Asset Management Ltd | 113,320 | $4.63M | 0.01% | +1,443+1.3% | Added |
| State of New Jersey Common Pension Fund D | 113,367 | $4.63M | 0.02% | −72,134−38.9% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,863 | $4.73M | 0.04% | −310,869−72.8% | Reduced |
| Soapstone Management L.P. | 118,750 | $4.85M | 3.24% | −81,250−40.6% | Reduced |
| Public Employees Retirement System of Ohio | 124,574 | $5.09M | 0.02% | −4,409−3.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 126,405 | $5.16M | 0.47% | −1,968−1.5% | Reduced |
| Asset Management One Co.,Ltd. | 126,776 | $5.18M | 0.02% | −5,607−4.2% | Reduced |
| Point72 Europe (London) LLP | 126,900 | $5.19M | 0.44% | +126,900 | New |
| Jessup Wealth Management, Inc | 127,285 | $5.20M | 2.22% | +127,285 | New |
| Adage Capital Partners GP, L.L.C. | 130,000 | $5.31M | 0.01% | +130,000 | New |
| Benson Investment Management Company, Inc. | 130,614 | $5.34M | 2.21% | −507−0.4% | Reduced |
| Los Angeles Capital Management LLC | 131,564 | $5.38M | 0.02% | +117,580+840.8% | Added |
| Yousif Capital Management, LLC | 132,886 | $5.43M | 0.06% | −15,328−10.3% | Reduced |
| Commonwealth Equity Services, LLC | 132,971 | $5.43M | 0.01% | +127,627+2,388.2% | Added |
| Comerica Bank | 133,349 | $5.45M | 0.02% | −12,060−8.3% | Reduced |
| Mn Services Vermogensbeheer B.V. | 133,400 | $5.45M | 0.04% | −3,400−2.5% | Reduced |
| TCW Group Inc | 134,215 | $5.48M | 0.05% | +65,232+94.6% | Added |
| PGGM Investments | 139,713 | $5.71M | 0.08% | +97,983+234.8% | Added |
| Nomura Asset Management Co Ltd | 141,219 | $5.77M | 0.02% | +39,540+38.9% | Added |
| New York State Teachers Retirement System | 141,648 | $5.79M | 0.01% | +6,646+4.9% | Added |
| Pictet Asset Management Holding SA | 141,886 | $5.80M | 0.01% | −5,358−3.6% | Reduced |
| Treasurer of the State of North Carolina | 142,176 | $5.81M | 0.02% | −8,332−5.5% | Reduced |
| Nordea Investment Management AB | 150,875 | $6.20M | 0.01% | +19,722+15.0% | Added |
| Picton Mahoney Asset Management | 156,100 | $6.38M | 0.27% | +156,100 | New |
| Korea Investment CORP | 159,231 | $6.51M | 0.02% | −99,409−38.4% | Reduced |
| Kempner Capital Management Inc. | 159,372 | $6.51M | 3.45% | 00.0% | Unchanged |
| Foster & Motley Inc | 166,901 | $6.82M | 0.47% | +2,754+1.7% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 170,668 | $6.97M | 0.23% | −22,610−11.7% | Reduced |
| Mutual of America Capital Management LLC | 175,045 | $7.15M | 0.08% | −11,908−6.4% | Reduced |
| Eagle Asset Management Inc | 176,143 | $7.19M | 0.04% | +4,982+2.9% | Added |
| MetLife Investment Management | 176,515 | $7.21M | 0.04% | −10,242−5.5% | Reduced |
| Amalgamated Bank | 177,208 | $7.24M | 0.06% | −33,506−15.9% | Reduced |
| Graham Capital Management, L.P. | 180,390 | $7.37M | 0.25% | −100,426−35.8% | Reduced |
| Caisse de Depot Et Placement du Quebec | 200,000 | $8.17M | 0.02% | +129,437+183.4% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,807 | $8.25M | 0.01% | −920.0% | Reduced |
| O'Shaughnessy Asset Management, LLC | 202,277 | $8.27M | 0.09% | −2,264−1.1% | Reduced |
| Hyperion Capital Advisors LP | 206,061 | $8.42M | 3.95% | 00.0% | Unchanged |
| Healthcare of Ontario Pension Plan Trust Fund | 213,700 | $8.73M | 0.03% | +13,700+6.9% | Added |
| Victory Capital Management Inc | 214,687 | $8.77M | 0.01% | −3,575−1.6% | Reduced |
| Oppenheimer Asset Management Inc. | 214,694 | $8.77M | 0.11% | −27,331−11.3% | Reduced |
| Andra AP-fonden | 222,400 | $9.09M | 0.15% | +12,600+6.0% | Added |
| Lighthouse Investment Partners, LLC | 228,692 | $9.34M | 0.52% | +228,692 | New |
| Teacher Retirement System of Texas | 229,027 | $9.36M | 0.05% | +220,421+2,561.2% | Added |
| Point72 Asset Management, L.P. | 241,491 | $9.87M | 0.03% | +241,491 | New |
| New York State Common Retirement Fund | 244,308 | $9.98M | 0.01% | −4,842−1.9% | Reduced |
| Raymond James & Associates | 246,215 | $10.1M | 0.01% | +132,922+117.3% | Added |
| State of Wisconsin Investment Board | 248,069 | $10.1M | 0.03% | +12,152+5.2% | Added |
| Assenagon Asset Management S.A. | 248,960 | $10.2M | 0.03% | −91,807−26.9% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 252,400 | $10.3M | 0.01% | −340,752−57.4% | Reduced |
| HRT Financial LP | 257,754 | $10.5M | 0.06% | +190,570+283.7% | Added |
| Citadel Advisors LLC | 262,394 | $10.7M | 0.01% | −374,346−58.8% | Reduced |
| Citigroup Inc | 271,611 | $11.1M | 0.01% | +177,837+189.6% | Added |
| Two Sigma Advisers, LP | 284,900 | $11.6M | 0.03% | +131,300+85.5% | Added |