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 |
|---|---|---|---|---|---|
| Point72 Asset Management, L.P. | 241,491 | $9.87M | 0.03% | +241,491 | New |
| Teacher Retirement System of Texas | 229,027 | $9.36M | 0.05% | +220,421+2,561.2% | Added |
| Lighthouse Investment Partners, LLC | 228,692 | $9.34M | 0.52% | +228,692 | New |
| Andra AP-fonden | 222,400 | $9.09M | 0.15% | +12,600+6.0% | Added |
| Oppenheimer Asset Management Inc. | 214,694 | $8.77M | 0.11% | −27,331−11.3% | Reduced |
| Victory Capital Management Inc | 214,687 | $8.77M | 0.01% | −3,575−1.6% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 213,700 | $8.73M | 0.03% | +13,700+6.9% | Added |
| Hyperion Capital Advisors LP | 206,061 | $8.42M | 3.95% | 00.0% | Unchanged |
| O'Shaughnessy Asset Management, LLC | 202,277 | $8.27M | 0.09% | −2,264−1.1% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,807 | $8.25M | 0.01% | −920.0% | Reduced |
| Caisse de Depot Et Placement du Quebec | 200,000 | $8.17M | 0.02% | +129,437+183.4% | Added |
| Graham Capital Management, L.P. | 180,390 | $7.37M | 0.25% | −100,426−35.8% | Reduced |
| Amalgamated Bank | 177,208 | $7.24M | 0.06% | −33,506−15.9% | Reduced |
| MetLife Investment Management | 176,515 | $7.21M | 0.04% | −10,242−5.5% | Reduced |
| Eagle Asset Management Inc | 176,143 | $7.19M | 0.04% | +4,982+2.9% | Added |
| Mutual of America Capital Management LLC | 175,045 | $7.15M | 0.08% | −11,908−6.4% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 170,668 | $6.97M | 0.23% | −22,610−11.7% | Reduced |
| Foster & Motley Inc | 166,901 | $6.82M | 0.47% | +2,754+1.7% | Added |
| Kempner Capital Management Inc. | 159,372 | $6.51M | 3.45% | 00.0% | Unchanged |
| Korea Investment CORP | 159,231 | $6.51M | 0.02% | −99,409−38.4% | Reduced |
| Picton Mahoney Asset Management | 156,100 | $6.38M | 0.27% | +156,100 | New |
| Nordea Investment Management AB | 150,875 | $6.20M | 0.01% | +19,722+15.0% | Added |
| Treasurer of the State of North Carolina | 142,176 | $5.81M | 0.02% | −8,332−5.5% | Reduced |
| Pictet Asset Management Holding SA | 141,886 | $5.80M | 0.01% | −5,358−3.6% | Reduced |
| New York State Teachers Retirement System | 141,648 | $5.79M | 0.01% | +6,646+4.9% | Added |
| Nomura Asset Management Co Ltd | 141,219 | $5.77M | 0.02% | +39,540+38.9% | Added |
| PGGM Investments | 139,713 | $5.71M | 0.08% | +97,983+234.8% | Added |
| TCW Group Inc | 134,215 | $5.48M | 0.05% | +65,232+94.6% | Added |
| Mn Services Vermogensbeheer B.V. | 133,400 | $5.45M | 0.04% | −3,400−2.5% | Reduced |
| Comerica Bank | 133,349 | $5.45M | 0.02% | −12,060−8.3% | Reduced |
| Commonwealth Equity Services, LLC | 132,971 | $5.43M | 0.01% | +127,627+2,388.2% | Added |
| Yousif Capital Management, LLC | 132,886 | $5.43M | 0.06% | −15,328−10.3% | Reduced |
| Los Angeles Capital Management LLC | 131,564 | $5.38M | 0.02% | +117,580+840.8% | Added |
| Benson Investment Management Company, Inc. | 130,614 | $5.34M | 2.21% | −507−0.4% | Reduced |
| Adage Capital Partners GP, L.L.C. | 130,000 | $5.31M | 0.01% | +130,000 | New |
| Jessup Wealth Management, Inc | 127,285 | $5.20M | 2.22% | +127,285 | New |
| Point72 Europe (London) LLP | 126,900 | $5.19M | 0.44% | +126,900 | New |
| Asset Management One Co.,Ltd. | 126,776 | $5.18M | 0.02% | −5,607−4.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 126,405 | $5.16M | 0.47% | −1,968−1.5% | Reduced |
| Public Employees Retirement System of Ohio | 124,574 | $5.09M | 0.02% | −4,409−3.4% | Reduced |
| Soapstone Management L.P. | 118,750 | $4.85M | 3.24% | −81,250−40.6% | Reduced |
| Schonfeld Strategic Advisors LLC | 115,863 | $4.73M | 0.04% | −310,869−72.8% | Reduced |
| State of New Jersey Common Pension Fund D | 113,367 | $4.63M | 0.02% | −72,134−38.9% | Reduced |
| Royal London Asset Management Ltd | 113,320 | $4.63M | 0.01% | +1,443+1.3% | Added |
| Kendall Capital Management | 112,729 | $4.61M | 1.54% | +3,434+3.1% | Added |
| Empowered Funds, LLC | 110,354 | $4.51M | 0.08% | +110,354 | New |
| Danske Bank A/S | 108,353 | $4.43M | 0.02% | −18,500−14.6% | Reduced |
| Rockefeller Capital Management L.P. | 108,176 | $4.42M | 0.01% | −4,678−4.1% | Reduced |
| Mediolanum International Funds Ltd | 115,690 | $4.38M | 0.07% | −42,071−26.7% | Reduced |
| Teachers Retirement System of the State of Kentucky | 106,900 | $4.37M | 0.04% | 00.0% | Unchanged |
| Point72 (DIFC) Ltd | 104,965 | $4.29M | 0.38% | +59,938+133.1% | Added |
| Envestnet Asset Management Inc | 102,385 | $4.18M | 0.00% | +46,027+81.7% | Added |
| Resona Asset Management Co.,Ltd. | 100,798 | $4.11M | 0.02% | −12,913−11.4% | Reduced |
| Richard Bernstein Advisors LLC | 99,859 | $4.08M | 0.09% | 00.0% | Unchanged |
| Vident Advisory, LLC | 99,097 | $4.05M | 0.11% | +2,647+2.7% | Added |
| Keeley-Teton Advisors, LLC | 93,118 | $3.80M | 0.49% | −1,085−1.2% | Reduced |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | 92,897 | $3.80M | 0.04% | +92,897 | New |
| Omers Administration Corp | 91,988 | $3.76M | 0.04% | +91,988 | New |
| IFM Investors Pty Ltd | 91,739 | $3.75M | 0.04% | −1,043−1.1% | Reduced |
| Arizona State Retirement System | 89,996 | $3.68M | 0.02% | −3,104−3.3% | Reduced |
| Jump Financial, LLC | 87,236 | $3.56M | 0.07% | +87,236 | New |
| State of Tennessee, Treasury Department | 87,200 | $3.56M | 0.01% | +15,000+20.8% | Added |
| Louisiana State Employees Retirement System | 86,500 | $3.53M | 0.07% | −3,800−4.2% | Reduced |
| Macquarie Group Ltd | 85,219 | $3.48M | 0.00% | +19,341+29.4% | Added |
| DekaBank Deutsche Girozentrale | 85,875 | $3.44M | 0.01% | +20,391+31.1% | Added |
| Natixis | 84,058 | $3.43M | 0.02% | +84,058 | New |
| Xponance, Inc. | 83,097 | $3.40M | 0.03% | −8,783−9.6% | Reduced |
| QRG Capital Management, Inc. | 80,998 | $3.31M | 0.04% | +2,655+3.4% | Added |
| Alaska Permanent Fund Corp | 75,719 | $3.30M | 0.05% | −5,008−6.2% | Reduced |
| First National Bank of Omaha | 80,197 | $3.28M | 0.22% | +26,040+48.1% | Added |
| State of Michigan Retirement System | 79,286 | $3.24M | 0.02% | −5,200−6.2% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 78,837 | $3.22M | 0.18% | −22,400−22.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 76,771 | $3.14M | 0.02% | +3,673+5.0% | Added |
| New Vernon Investment Management LLC | 76,555 | $3.13M | 4.06% | −10,937−12.5% | Reduced |
| Standard Life Aberdeen plc | 75,942 | $3.10M | 0.01% | −44,698−37.1% | Reduced |
| Ethic Inc. | 73,324 | $3.00M | 0.07% | −1,745−2.3% | Reduced |
| BlueMar Capital Management, LLC | 72,939 | $2.98M | 6.21% | −26,143−26.4% | Reduced |
| Stephens Inc | 71,582 | $2.92M | 0.04% | +5,420+8.2% | Added |
| Wedge Capital Management L L P | 70,760 | $2.89M | 0.05% | −9,580−11.9% | Reduced |
| Federation des caisses Desjardins du Quebec | 69,991 | $2.86M | 0.02% | +52,369+297.2% | Added |
| Prudential Financial Inc | 69,017 | $2.82M | 0.00% | +44,903+186.2% | Added |
| Northwestern Mutual Investment Management Company, LLC | 68,235 | $2.79M | 0.07% | −1,750−2.5% | Reduced |
| Handelsbanken Fonder AB | 68,200 | $2.79M | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 68,072 | $2.78M | 0.15% | −1,431−2.1% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 67,763 | $2.77M | 0.02% | −1,645−2.4% | Reduced |
| Bain Capital Public Equity, LP | 66,315 | $2.71M | 2.96% | +66,315 | New |
| New Mexico Educational Retirement Board | 65,500 | $2.68M | 0.09% | 00.0% | Unchanged |
| Aviva PLC | 65,061 | $2.66M | 0.01% | +51,519+380.4% | Added |
| Ameritas Investment Partners, Inc. | 65,028 | $2.66M | 0.09% | −4,164−6.0% | Reduced |
| Oregon Public Employees Retirement Fund | 63,500 | $2.59M | 0.05% | −14,000−18.1% | Reduced |
| British Columbia Investment Management Corp | 62,759 | $2.56M | 0.02% | +22,346+55.3% | Added |
| BTC Capital Management, Inc. | 62,735 | $2.56M | 0.24% | −8,986−12.5% | Reduced |
| Neuberger Berman Group LLC | 62,515 | $2.55M | 0.00% | −304−0.5% | Reduced |
| Searle & Co. | 59,967 | $2.45M | 0.57% | −333−0.6% | Reduced |
| First National Advisers, LLC | 58,948 | $2.41M | 0.44% | +14,623+33.0% | Added |
| Intech Investment Management LLC | 58,326 | $2.38M | 0.03% | −42,150−42.0% | Reduced |
| Sciencast Management LP | 58,301 | $2.38M | 0.83% | +58,301 | New |
| DnB Asset Management AS | 58,140 | $2.38M | 0.01% | +7,674+15.2% | Added |
| SG Americas Securities, LLC | 57,641 | $2.35M | 0.01% | −14,749−20.4% | Reduced |
| Trexquant Investment LP | 55,656 | $2.27M | 0.03% | +55,656 | New |