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, Q3 2024
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 504
- +16 vs. Q2 2024
- Shares held
- 298.8M
- +18.6M (+6.6%) vs. Q2 2024
- Total value
- $12.6B
- +$1.11B (+9.7%) vs. Q2 2024
- New holders
- 64
- 209 more added
- Sold out
- 48
- 154 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,244,318 | $1.52B | 0.03% | −115,366−0.3% | Reduced |
| BlackRock, Inc. | 30,954,445 | $1.30B | 0.03% | +30,954,445 | New |
| Price T Rowe Associates Inc | 20,742,765 | $871.8M | 0.10% | −332,976−1.6% | Reduced |
| Canada Pension Plan Investment Board | 18,952,271 | $796.6M | 0.75% | +299,274+1.6% | Added |
| Pzena Investment Management LLC | 16,432,139 | $690.6M | 2.23% | −2,210,545−11.9% | Reduced |
| Norges Bank | 14,730,542 | $619.1M | 0.09% | −703,967−4.6% | Reduced |
| State Street Corp | 12,976,870 | $545.4M | 0.02% | +338,205+2.7% | Added |
| Invesco Ltd. | 7,733,968 | $325.1M | 0.06% | +488,322+6.7% | Added |
| First Trust Advisors LP | 7,465,183 | $313.8M | 0.30% | +891,082+13.6% | Added |
| Conifer Management, L.L.C. | 6,000,000 | $252.2M | 28.87% | 00.0% | Unchanged |
| Geode Capital Management, LLC | 5,675,311 | $238.0M | 0.02% | −1,230,519−17.8% | Reduced |
| Wellington Management Group LLP | 5,513,571 | $231.7M | 0.04% | +161,376+3.0% | Added |
| Thornburg Investment Management Inc | 5,267,993 | $221.4M | 2.88% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 4,902,453 | $206.0M | 0.64% | +1,734,051+54.7% | Added |
| Massachusetts Financial Services Co | 4,505,223 | $189.4M | 0.06% | −438,495−8.9% | Reduced |
| Dimensional Fund Advisors LP | 4,134,988 | $173.8M | 0.04% | +51,338+1.3% | Added |
| Sessa Capital IM, L.P. | 4,035,058 | $169.6M | 6.48% | −960,661−19.2% | Reduced |
| Morgan Stanley | 3,800,139 | $159.7M | 0.01% | +805,721+26.9% | Added |
| Bank of New York Mellon Corp | 3,508,047 | $147.4M | 0.03% | −216,045−5.8% | Reduced |
| Northern Trust Corp | 3,355,569 | $141.0M | 0.02% | −152,946−4.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,050,262 | $128.2M | 0.47% | −2,809,285−47.9% | Reduced |
| HSBC Holdings PLC | 2,434,185 | $102.3M | 0.06% | −4,406,000−64.4% | Reduced |
| Principal Financial Group Inc | 2,395,570 | $100.7M | 0.05% | +426,182+21.6% | Added |
| UBS Asset Management Americas Inc | 2,220,356 | $93.3M | 0.02% | +54,380+2.5% | Added |
| Charles Schwab Investment Management Inc | 2,165,115 | $91.0M | 0.02% | +68,900+3.3% | Added |
| Capital International Investors | 2,093,613 | $88.0M | 0.02% | +901,342+75.6% | Added |
| Amundi | 1,701,863 | $72.6M | 0.03% | +109,763+6.9% | Added |
| Marshall Wace, LLP | 1,728,102 | $72.6M | 0.09% | +315,833+22.4% | Added |
| Samlyn Capital, LLC | 1,698,295 | $71.4M | 1.15% | +148,275+9.6% | Added |
| Legal & General Group Plc | 1,643,496 | $69.1M | 0.02% | +14,410+0.9% | Added |
| Goldman Sachs Group Inc | 1,631,103 | $68.6M | 0.01% | −1,758,618−51.9% | Reduced |
| Deutsche Bank AG | 1,413,237 | $59.4M | 0.02% | +372,434+35.8% | Added |
| Nuveen Asset Management, LLC | 1,404,969 | $59.1M | 0.02% | −1,061,563−43.0% | Reduced |
| Arrowstreet Capital, Limited Partnership | 1,395,072 | $58.6M | 0.05% | +37,985+2.8% | Added |
| Woodline Partners LP | 1,345,033 | $56.5M | 0.48% | +193,934+16.8% | Added |
| Ci Investments Inc. | 1,228,839 | $51.6M | 0.20% | −30,465−2.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,154,114 | $48.5M | 0.09% | −328,055−22.1% | Reduced |
| Qube Research & Technologies Ltd | 1,118,008 | $47.0M | 0.09% | +1,118,008 | New |
| Ameriprise Financial Inc | 1,082,449 | $45.5M | 0.01% | +17,820+1.7% | Added |
| Millennium Management LLC | 1,010,995 | $42.5M | 0.04% | +56,268+5.9% | Added |
| Rhumbline Advisers | 1,006,777 | $42.3M | 0.04% | −73,832−6.8% | Reduced |
| Citadel Advisors LLC | 1,003,512 | $42.2M | 0.04% | +741,118+282.4% | Added |
| Swiss National Bank | 965,400 | $40.6M | 0.03% | −4,600−0.5% | Reduced |
| Storebrand Asset Management AS | 957,518 | $40.2M | 0.13% | −21,989−2.2% | Reduced |
| Poplar Forest Capital LLC | 913,944 | $38.4M | 5.23% | −5,272−0.6% | Reduced |
| Artemis Investment Management LLP | 910,729 | $38.3M | 0.58% | +315,638+53.0% | Added |
| JPMorgan Chase & Co | 908,653 | $38.2M | 0.00% | +153,457+20.3% | Added |
| Balyasny Asset Management LLC | 881,416 | $37.0M | 0.10% | −384,016−30.3% | Reduced |
| Franklin Resources Inc | 738,437 | $32.5M | 0.01% | −33,526−4.3% | Reduced |
| Federated Hermes, Inc. | 748,658 | $31.5M | 0.07% | +147,996+24.6% | Added |
| Russell Investments Group, Ltd. | 747,319 | $31.4M | 0.05% | +67,613+9.9% | Added |
| Bain Capital Public Equity Management II, LLC | 726,568 | $30.5M | 1.39% | +169,825+30.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,855 | $29.9M | 0.02% | +7,720+1.1% | Added |
| FMR LLC | 710,951 | $29.9M | 0.00% | +152,847+27.4% | Added |
| Swedbank AB | 710,142 | $29.8M | 0.04% | −1,362−0.2% | Reduced |
| CBOE Vest Financial, LLC | 673,366 | $28.3M | 0.55% | +113,856+20.3% | Added |
| Algebris (UK) Ltd | 735,227 | $27.8M | 11.61% | −26,757−3.5% | Reduced |
| Manufacturers Life Insurance Company, The | 654,941 | $27.5M | 0.02% | −90,858−12.2% | Reduced |
| California Public Employees Retirement System | 645,038 | $27.1M | 0.02% | +11,989+1.9% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 628,115 | $26.4M | 0.08% | +65,701+11.7% | Added |
| Allianz Asset Management GmbH | 620,499 | $26.1M | 0.04% | −53,848−8.0% | Reduced |
| AQR Capital Management LLC | 624,322 | $26.0M | 0.04% | −103,570−14.2% | Reduced |
| California State Teachers Retirement System | 580,565 | $24.4M | 0.03% | +8,713+1.5% | Added |
| Wells Fargo & Company | 564,846 | $23.7M | 0.01% | +95,474+20.3% | Added |
| T. Rowe Price Investment Management, Inc. | 541,381 | $22.8M | 0.01% | +25,942+5.0% | Added |
| Great West Life Assurance Co | 525,332 | $22.1M | 0.04% | +35,323+7.2% | Added |
| Alyeska Investment Group, L.P. | 521,838 | $21.9M | 0.11% | −1,564,455−75.0% | Reduced |
| Barclays PLC | 501,498 | $21.1M | 0.01% | +59,844+13.5% | Added |
| Interval Partners, LP | 496,410 | $20.9M | 0.60% | −101,660−17.0% | Reduced |
| Robeco Institutional Asset Management B.V. | 493,402 | $20.7M | 0.04% | −15,439−3.0% | Reduced |
| Voloridge Investment Management, LLC | 486,782 | $20.5M | 0.07% | −173,761−26.3% | Reduced |
| Voya Investment Management LLC | 484,323 | $20.4M | 0.02% | −27,255−5.3% | Reduced |
| Brandywine Global Investment Management, LLC | 452,748 | $19.9M | 0.13% | +109,506+31.9% | Added |
| American Century Companies Inc | 470,000 | $19.8M | 0.01% | +34,433+7.9% | Added |
| Two Sigma Investments, LP | 467,646 | $19.7M | 0.04% | −108,164−18.8% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 426,800 | $17.9M | 0.04% | −15,909−3.6% | Reduced |
| UBS Group AG | 424,846 | $17.9M | 0.01% | +49,593+13.2% | Added |
| State Board of Administration of Florida Retirement System | 418,915 | $17.6M | 0.03% | −6,670−1.6% | Reduced |
| National Pension Service | 396,399 | $16.7M | 0.02% | +394,744+23,851.6% | Added |
| Bank of America Corp | 391,096 | $16.4M | 0.00% | −151,505−27.9% | Reduced |
| Bank of Montreal | 388,941 | $16.3M | 0.01% | +357,417+1,133.8% | Added |
| Retirement Systems of Alabama | 388,430 | $16.3M | 0.06% | +11,085+2.9% | Added |
| Corebridge Financial, Inc. | 382,022 | $16.1M | 0.09% | −8,838−2.3% | Reduced |
| SEI Investments Co | 370,535 | $15.6M | 0.02% | +23,060+6.6% | Added |
| Raymond James & Associates | 359,998 | $15.1M | 0.01% | +113,783+46.2% | Added |
| Parkwood LLC | 351,923 | $14.8M | 1.80% | +33,512+10.5% | Added |
| Alliancebernstein L.P. | 336,415 | $14.1M | 0.00% | +1,392+0.4% | Added |
| Community Trust & Investment Co | 322,907 | $13.6M | 0.86% | −4,887−1.5% | Reduced |
| Thrivent Financial for Lutherans | 312,112 | $13.1M | 0.02% | −28,165−8.3% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $12.6M | 0.09% | −50,000−14.3% | Reduced |
| LSV Asset Management | 292,800 | $12.3M | 0.03% | −27,982−8.7% | Reduced |
| Trexquant Investment LP | 286,909 | $12.1M | 0.15% | +231,253+415.5% | Added |
| Point72 Asset Management, L.P. | 279,310 | $11.7M | 0.04% | +37,819+15.7% | Added |
| Citigroup Inc | 266,916 | $11.2M | 0.01% | −4,695−1.7% | Reduced |
| Victory Capital Management Inc | 266,677 | $11.2M | 0.01% | +51,990+24.2% | Added |
| State of Wisconsin Investment Board | 259,669 | $10.9M | 0.03% | +11,600+4.7% | Added |
| Andra AP-fonden | 258,700 | $10.9M | 0.16% | +36,300+16.3% | Added |
| Royal Bank of Canada | 257,111 | $10.8M | 0.00% | −221,050−46.2% | Reduced |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 256,339 | $10.8M | 0.01% | +3,939+1.6% | Added |
| Eagle Asset Management Inc | 221,465 | $10.5M | 0.05% | +45,322+25.7% | Added |