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
- 490
- +50 vs. Q1 2024
- Shares held
- 306.6M
- −6.88M (−2.2%) vs. Q1 2024
- Total value
- $12.5B
- +$618.8M (+5.2%) vs. Q1 2024
- New holders
- 93
- 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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 55,454 | $2.27M | 0.00% | +14,177+34.3% | Added |
| Utah Retirement Systems | 54,056 | $2.21M | 0.03% | −4,400−7.5% | Reduced |
| Centiva Capital, LP | 52,930 | $2.16M | 0.10% | +40,944+341.6% | Added |
| Tredje AP-fonden | 52,822 | $2.16M | 0.02% | −831−1.5% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,205 | $2.07M | 0.01% | +51,205 | New |
| Stifel Financial Corp | 50,667 | $2.07M | 0.00% | −27,428−35.1% | Reduced |
| KBC Group NV | 49,657 | $2.03M | 0.01% | −6,940−12.3% | Reduced |
| Forsta Ap-Fonden | 49,400 | $2.02M | 0.02% | −61,000−55.3% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $2.02M | 0.16% | 00.0% | Unchanged |
| La Banque Postale Asset Management SA | 48,701 | $1.99M | 0.08% | +48,701 | New |
| Pacer Advisors, Inc. | 45,835 | $1.87M | 0.00% | −2,035−4.3% | Reduced |
| Engineers Gate Manager LP | 45,832 | $1.87M | 0.04% | +45,832 | New |
| APG Asset Management N.V. | 48,066 | $1.83M | 0.00% | +29,600+160.3% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 44,700 | $1.83M | 0.00% | +2,004+4.7% | Added |
| Credit Agricole S A | 44,666 | $1.83M | 0.01% | +22,000+97.1% | Added |
| Public Sector Pension Investment Board | 43,255 | $1.77M | 0.01% | −2,503−5.5% | Reduced |
| CI Private Wealth, LLC | 43,184 | $1.76M | 0.00% | −1,596−3.6% | Reduced |
| National Bank of Canada | 42,993 | $1.75M | 0.00% | +563+1.3% | Added |
| Fox Run Management, L.L.C. | 42,741 | $1.75M | 0.33% | +42,741 | New |
| AMG National Trust Bank | 42,637 | $1.74M | 0.05% | −103−0.2% | Reduced |
| New York Life Investment Management LLC | 41,909 | $1.71M | 0.02% | +41,909 | New |
| B. Metzler seel. Sohn & Co. AG | 41,905 | $1.71M | 0.02% | +25,024+148.2% | Added |
| Illinois Municipal Retirement Fund | 41,213 | $1.68M | 0.03% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $1.67M | 0.03% | 00.0% | Unchanged |
| Legacy Wealth Management, LLC | 40,870 | $1.67M | 0.71% | 00.0% | Unchanged |
| AXA S.A. | 39,354 | $1.61M | 0.00% | +39,354 | New |
| Icon Advisers Inc | 39,200 | $1.60M | 0.36% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 38,694 | $1.58M | 0.01% | −277−0.7% | Reduced |
| Magnetar Financial LLC | 37,004 | $1.51M | 0.03% | +37,004 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 36,840 | $1.51M | 0.03% | +25,678+230.0% | Added |
| Donoghue Forlines LLC | 36,470 | $1.49M | 0.42% | +36,470 | New |
| Seven Eight Capital, LP | 36,248 | $1.48M | 0.15% | −153,274−80.9% | Reduced |
| STRS Ohio | 35,964 | $1.47M | 0.01% | +35,964 | New |
| Mesirow Financial Investment Management, Inc. | 35,380 | $1.45M | 0.03% | +49+0.1% | Added |
| Toronto Dominion Bank | 35,231 | $1.44M | 0.00% | +1,303+3.8% | Added |
| Wiley Bros.-Aintree Capital, LLC | 34,328 | $1.40M | 0.06% | +254+0.7% | Added |
| State of Alaska, Department of Revenue | 33,250 | $1.36M | 0.02% | −800−2.3% | Reduced |
| XTX Topco Ltd | 33,228 | $1.36M | 0.12% | +985+3.1% | Added |
| HighTower Advisors, LLC | 32,934 | $1.34M | 0.00% | +32,934 | New |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.32M | 0.02% | +8,541+35.9% | Added |
| Ellsworth Advisors, LLC | 31,990 | $1.31M | 0.36% | +3,617+12.7% | Added |
| Bank of Montreal | 31,524 | $1.30M | 0.00% | −19,506−38.2% | Reduced |
| JustInvest LLC | 31,404 | $1.28M | 0.02% | +3,123+11.0% | Added |
| Redwood Investment Management, LLC | 33,944 | $1.26M | 0.11% | −5,654−14.3% | Reduced |
| EJF Capital LLC | 30,515 | $1.25M | 0.92% | 00.0% | Unchanged |
| M&T Bank Corp | 29,983 | $1.23M | 0.00% | +19,241+179.1% | Added |
| Gulf International Bank (UK) Ltd | 29,513 | $1.21M | 0.03% | 00.0% | Unchanged |
| Integrated Advisors Network LLC | 28,906 | $1.18M | 0.06% | −454−1.5% | Reduced |
| TD Asset Management Inc | 28,849 | $1.18M | 0.00% | −7,026−19.6% | Reduced |
| Elo Mutual Pension Insurance Co | 28,735 | $1.17M | 0.03% | −2,257−7.3% | Reduced |
| Clearstead Advisors, LLC | 28,172 | $1.15M | 0.02% | +28,172 | New |
| Ontario Teachers Pension Plan Board | 28,067 | $1.15M | 0.01% | −15,300−35.3% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.09M | 0.00% | 00.0% | Unchanged |
| Holocene Advisors, LP | 26,779 | $1.09M | 0.00% | −210,986−88.7% | Reduced |
| Candriam Luxembourg S.C.A. | 26,770 | $1.09M | 0.01% | +8,027+42.8% | Added |
| Moore Capital Management, LP | 26,751 | $1.09M | 0.02% | +26,751 | New |
| UniSuper Management Pty Ltd | 26,240 | $1.07M | 0.01% | +21,440+446.7% | Added |
| Maryland State Retirement & Pension System | 25,453 | $1.04M | 0.02% | −1,830−6.7% | Reduced |
| Ritholtz Wealth Management | 25,231 | $1.03M | 0.03% | −522−2.0% | Reduced |
| Steamboat Capital Partners, LLC | 24,972 | $1.02M | 0.37% | +24,972 | New |
| Securian Asset Management, Inc | 24,384 | $996.3K | 0.03% | −1,419−5.5% | Reduced |
| Susquehanna International Group, LLP | 24,119 | $985.5K | 0.00% | +10,725+80.1% | Added |
| Gabelli Funds LLC | 24,000 | $980.6K | 0.01% | 00.0% | Unchanged |
| Invst, LLC | 23,881 | $974.8K | 0.11% | +1,139+5.0% | Added |
| Cetera Investment Advisers | 23,832 | $973.8K | 0.00% | +3,860+19.3% | Added |
| MBB Public Markets I LLC | 23,600 | $964.3K | 0.02% | +23,600 | New |
| Cambridge Investment Research Advisors, Inc. | 23,508 | $961.0K | 0.00% | +23,508 | New |
| Janus Henderson Group PLC | 23,528 | $960.8K | 0.00% | −6,664−22.1% | Reduced |
| United Services Automobile Association | 23,499 | $960.2K | 0.02% | +534+2.3% | Added |
| Daiwa Securities Group Inc. | 22,693 | $927.0K | 0.00% | −1,400−5.8% | Reduced |
| Quantinno Capital Management LP | 21,907 | $895.1K | 0.02% | +2,236+11.4% | Added |
| Friedenthal Financial | 20,344 | $831.3K | 0.52% | +20,344 | New |
| Janney Montgomery Scott LLC | 20,348 | $831.0K | 0.00% | −4,947−19.6% | Reduced |
| Quantbot Technologies LP | 20,261 | $827.9K | 0.04% | −159,050−88.7% | Reduced |
| FinTrust Capital Advisors, LLC | 20,157 | $823.6K | 0.16% | +2,448+13.8% | Added |
| Crossmark Global Holdings, Inc. | 19,427 | $794.0K | 0.02% | −1,083−5.3% | Reduced |
| Avantax Advisory Services, Inc. | 19,322 | $789.5K | 0.01% | −3,232−14.3% | Reduced |
| Natixis Advisors, L.P. | 18,887 | $772.0K | 0.00% | +18,887 | New |
| Global Endowment Management, LP | 18,835 | $769.6K | 0.08% | −4,097−17.9% | Reduced |
| Rodgers Brothers Inc. | 18,500 | $755.9K | 0.10% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 18,430 | $753.0K | 0.15% | +18,430 | New |
| Mariner, LLC | 18,248 | $745.6K | 0.00% | +990+5.7% | Added |
| Greenleaf Trust | 17,809 | $727.7K | 0.01% | −16−0.1% | Reduced |
| CIBC World Markets Corp | 17,666 | $721.8K | 0.00% | +3,808+27.5% | Added |
| Capital Insight Partners, LLC | 17,612 | $719.6K | 0.14% | +440+2.6% | Added |
| Anchor Investment Management, LLC | 17,517 | $715.8K | 0.07% | −3,000−14.6% | Reduced |
| Jacobs Levy Equity Management, Inc | 17,176 | $701.8K | 0.00% | −871−4.8% | Reduced |
| Toroso Investments, LLC | 16,688 | $681.9K | 0.01% | −9,708−36.8% | Reduced |
| Investment Management Corp of Ontario | 16,540 | $675.8K | 0.02% | +1,900+13.0% | Added |
| Bank of Nova Scotia | 16,003 | $653.9K | 0.00% | +4,873+43.8% | Added |
| Capstone Investment Advisors, LLC | 15,981 | $653.0K | 0.01% | +10,339+183.3% | Added |
| Metis Global Partners, LLC | 15,887 | $649.1K | 0.02% | −270−1.7% | Reduced |
| Hennessy Advisors Inc | 15,000 | $612.9K | 0.02% | +15,000 | New |
| E. Ohman J:or Asset Management AB | 14,700 | $600.6K | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 14,635 | $598.0K | 0.01% | +2,226+17.9% | Added |
| Cerity Partners LLC | 14,620 | $597.4K | 0.00% | −2,424−14.2% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,473 | $591.4K | 0.00% | +3,342+30.0% | Added |
| ProShare Advisors LLC | 14,418 | $589.1K | 0.00% | −888−5.8% | Reduced |
| Qtron Investments LLC | 14,357 | $586.6K | 0.08% | +14,357 | New |
| The PNC Financial Services Group, Inc. | 14,264 | $582.8K | 0.00% | +911+6.8% | Added |