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 |
|---|---|---|---|---|---|
| Parkwood LLC | 318,411 | $13.0M | 1.64% | +23,309+7.9% | Added |
| LSV Asset Management | 320,782 | $13.1M | 0.03% | −21,900−6.4% | Reduced |
| Community Trust & Investment Co | 327,794 | $13.4M | 0.91% | −7,656−2.3% | Reduced |
| Alliancebernstein L.P. | 335,023 | $13.7M | 0.00% | −19,297−5.4% | Reduced |
| Thrivent Financial for Lutherans | 340,277 | $13.9M | 0.03% | −39,159−10.3% | Reduced |
| Brandywine Global Investment Management, LLC | 343,242 | $14.0M | 0.10% | +123,656+56.3% | Added |
| SEI Investments Co | 347,475 | $14.2M | 0.02% | +16,745+5.1% | Added |
| Hudson Bay Capital Management LP | 350,000 | $14.3M | 0.11% | +350,000 | New |
| UBS Group AG | 375,253 | $15.3M | 0.00% | +69,541+22.7% | Added |
| Retirement Systems of Alabama | 377,345 | $15.4M | 0.06% | −16,674−4.2% | Reduced |
| Corebridge Financial, Inc. | 390,860 | $16.0M | 0.09% | +390,860 | New |
| State Board of Administration of Florida Retirement System | 425,585 | $17.4M | 0.03% | −22,025−4.9% | Reduced |
| American Century Companies Inc | 435,567 | $17.8M | 0.01% | +202,021+86.5% | Added |
| Barclays PLC | 441,654 | $18.0M | 0.01% | −184,559−29.5% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 442,709 | $18.1M | 0.04% | −13,213−2.9% | Reduced |
| Jane Street Group, LLC | 467,700 | $19.1M | 0.02% | +413,225+758.6% | Added |
| Wells Fargo & Company | 469,372 | $19.2M | 0.00% | +111,433+31.1% | Added |
| Royal Bank of Canada | 478,161 | $19.5M | 0.00% | +437,383+1,072.6% | Added |
| Great West Life Assurance Co | 490,009 | $20.0M | 0.04% | +56,015+12.9% | Added |
| Robeco Institutional Asset Management B.V. | 508,841 | $20.8M | 0.04% | +143,775+39.4% | Added |
| Voya Investment Management LLC | 511,578 | $20.9M | 0.02% | −16,968−3.2% | Reduced |
| T. Rowe Price Investment Management, Inc. | 515,439 | $21.1M | 0.01% | +515,439 | New |
| Bank of America Corp | 542,601 | $22.2M | 0.00% | +26,142+5.1% | Added |
| Bain Capital Public Equity Management II, LLC | 556,743 | $22.7M | 1.02% | +556,743 | New |
| FMR LLC | 558,104 | $22.8M | 0.00% | −7,014−1.2% | Reduced |
| CBOE Vest Financial, LLC | 559,510 | $22.9M | 0.55% | +38,104+7.3% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 562,414 | $23.0M | 0.07% | −50,870−8.3% | Reduced |
| California State Teachers Retirement System | 571,852 | $23.4M | 0.03% | −51,083−8.2% | Reduced |
| Two Sigma Investments, LP | 575,810 | $23.5M | 0.06% | +250,728+77.1% | Added |
| Artemis Investment Management LLP | 595,091 | $24.3M | 0.33% | +595,091 | New |
| Interval Partners, LP | 598,070 | $24.4M | 0.72% | −49,609−7.7% | Reduced |
| Federated Hermes, Inc. | 600,662 | $24.5M | 0.06% | +550,436+1,095.9% | Added |
| California Public Employees Retirement System | 633,049 | $25.9M | 0.02% | +4,165+0.7% | Added |
| Voloridge Investment Management, LLC | 660,543 | $27.0M | 0.10% | −797,155−54.7% | Reduced |
| Allianz Asset Management GmbH | 674,347 | $27.6M | 0.04% | +469,204+228.7% | Added |
| Russell Investments Group, Ltd. | 679,706 | $27.6M | 0.04% | +162,942+31.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 704,135 | $28.8M | 0.02% | −135,407−16.1% | Reduced |
| Algebris (UK) Ltd | 761,984 | $29.1M | 9.35% | −12,166−1.6% | Reduced |
| Swedbank AB | 711,504 | $29.1M | 0.04% | −5,058−0.7% | Reduced |
| AQR Capital Management LLC | 727,892 | $29.7M | 0.05% | +249,639+52.2% | Added |
| Manufacturers Life Insurance Company, The | 745,799 | $30.5M | 0.03% | −117,700−13.6% | Reduced |
| JPMorgan Chase & Co | 755,196 | $30.9M | 0.00% | +121,102+19.1% | Added |
| Franklin Resources Inc | 771,963 | $31.5M | 0.01% | +103,917+15.6% | Added |
| Gillson Capital LP | 772,384 | $31.6M | 3.05% | −32,616−4.1% | Reduced |
| Poplar Forest Capital LLC | 919,216 | $37.6M | 5.24% | −128,242−12.2% | Reduced |
| Millennium Management LLC | 954,727 | $39.0M | 0.03% | +369,981+63.3% | Added |
| Swiss National Bank | 970,000 | $39.6M | 0.03% | −43,600−4.3% | Reduced |
| Storebrand Asset Management AS | 979,507 | $40.0M | 0.13% | +64,499+7.0% | Added |
| Deutsche Bank AG | 1,040,803 | $42.5M | 0.02% | +52,073+5.3% | Added |
| Ameriprise Financial Inc | 1,064,629 | $43.5M | 0.01% | −46,557−4.2% | Reduced |
| Rhumbline Advisers | 1,080,609 | $44.2M | 0.04% | +67,176+6.6% | Added |
| Man Group plc | 1,127,938 | $46.1M | 0.12% | +907,401+411.5% | Added |
| Woodline Partners LP | 1,151,099 | $47.0M | 0.45% | −43,637−3.7% | Reduced |
| Capital International Investors | 1,192,271 | $48.7M | 0.01% | +1,192,271 | New |
| Ci Investments Inc. | 1,259,304 | $51.5M | 0.20% | −98,340−7.2% | Reduced |
| Balyasny Asset Management LLC | 1,265,432 | $51.7M | 0.13% | +720,772+132.3% | Added |
| Arrowstreet Capital, Limited Partnership | 1,357,087 | $55.5M | 0.05% | +369,318+37.4% | Added |
| Marshall Wace, LLP | 1,412,269 | $57.7M | 0.08% | +43,077+3.1% | Added |
| Ensign Peak Advisors, Inc | 1,482,169 | $60.6M | 0.11% | −571,944−27.8% | Reduced |
| Samlyn Capital, LLC | 1,550,020 | $63.3M | 1.09% | +1,550,020 | New |
| Amundi | 1,592,100 | $65.4M | 0.03% | +884,904+125.1% | Added |
| Legal & General Group Plc | 1,629,086 | $66.6M | 0.02% | −138,089−7.8% | Reduced |
| Principal Financial Group Inc | 1,969,388 | $80.5M | 0.05% | +721,028+57.8% | Added |
| Alyeska Investment Group, L.P. | 2,086,293 | $85.2M | 0.49% | +2,086,293 | New |
| Charles Schwab Investment Management Inc | 2,096,215 | $85.7M | 0.02% | −28,167−1.3% | Reduced |
| UBS Asset Management Americas Inc | 2,165,976 | $88.5M | 0.03% | +747,607+52.7% | Added |
| Nuveen Asset Management, LLC | 2,466,532 | $100.8M | 0.03% | −265,370−9.7% | Reduced |
| Zurich Insurance Group Ltd | 2,696,427 | $110.2M | 0.95% | +2,696,427 | New |
| Morgan Stanley | 2,994,418 | $122.4M | 0.01% | +35,269+1.2% | Added |
| Acadian Asset Management LLC | 3,168,402 | $129.4M | 0.40% | +3,155,487+24,432.7% | Added |
| Goldman Sachs Group Inc | 3,389,721 | $138.5M | 0.03% | +1,965,536+138.0% | Added |
| Northern Trust Corp | 3,508,515 | $143.4M | 0.02% | −91,835−2.6% | Reduced |
| Bank of New York Mellon Corp | 3,724,092 | $152.2M | 0.03% | +7,559+0.2% | Added |
| Dimensional Fund Advisors LP | 4,083,650 | $166.9M | 0.04% | +539,904+15.2% | Added |
| Massachusetts Financial Services Co | 4,943,718 | $202.0M | 0.06% | −4,559,997−48.0% | Reduced |
| Sessa Capital IM, L.P. | 4,995,719 | $204.1M | 7.97% | −180,000−3.5% | Reduced |
| Thornburg Investment Management Inc | 5,267,993 | $215.3M | 3.03% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,352,195 | $218.7M | 0.04% | −2,028,241−27.5% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 5,859,547 | $239.4M | 0.92% | +3,802,356+184.8% | Added |
| Conifer Management, L.L.C. | 6,000,000 | $245.2M | 30.06% | −854,000−12.5% | Reduced |
| First Trust Advisors LP | 6,574,101 | $268.6M | 0.27% | −556,237−7.8% | Reduced |
| HSBC Holdings PLC | 6,840,185 | $279.4M | 0.18% | −478,895−6.5% | Reduced |
| Geode Capital Management, LLC | 6,905,830 | $281.8M | 0.02% | +166,327+2.5% | Added |
| Invesco Ltd. | 7,245,646 | $296.1M | 0.06% | −509,531−6.6% | Reduced |
| State Street Corp | 12,638,665 | $516.4M | 0.02% | −606,670−4.6% | Reduced |
| Norges Bank | 15,434,509 | $630.7M | 0.09% | −1,532,918−9.0% | Reduced |
| Pzena Investment Management LLC | 18,642,684 | $761.7M | 2.68% | −6,677,949−26.4% | Reduced |
| Canada Pension Plan Investment Board | 18,652,997 | $762.2M | 0.75% | −151,688−0.8% | Reduced |
| Price T Rowe Associates Inc | 21,075,741 | $861.2M | 0.10% | −4,695,722−18.2% | Reduced |
| BlackRock Inc. | 26,326,279 | $1.08B | 0.02% | −5,706,948−17.8% | Reduced |
| Vanguard Group Inc | 36,359,684 | $1.49B | 0.03% | −1,074,992−2.9% | Reduced |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −877,235−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −418,380−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −394,851−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −274,610−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −225,271−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −95,521−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −68,200−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −64,301−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −63,440−100.0% | Sold out |