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 |
|---|---|---|---|---|---|
| CSS LLC | 15,895 | $668.1K | 0.04% | +5,000+45.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,151 | $678.8K | 0.00% | −197,549−92.4% | Reduced |
| Brinker Capital Investments, LLC | 16,482 | $692.8K | 0.01% | +9,464+134.9% | Added |
| Orion Portfolio Solutions, LLC | 16,482 | $692.8K | 0.01% | +9,464+134.9% | Added |
| Petrus Trust Company, LTA | 16,742 | $703.7K | 0.07% | +16,742 | New |
| Toroso Investments, LLC | 16,789 | $705.6K | 0.01% | +101+0.6% | Added |
| Summit Global Investments | 17,119 | $720.0K | 0.05% | +17,119 | New |
| Janney Montgomery Scott LLC | 17,488 | $735.0K | 0.00% | −2,860−14.1% | Reduced |
| Anchor Investment Management, LLC | 17,517 | $736.3K | 0.07% | 00.0% | Unchanged |
| Greenleaf Trust | 17,809 | $748.5K | 0.01% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 18,316 | $769.8K | 0.13% | +704+4.0% | Added |
| Counterpoint Mutual Funds LLC | 18,432 | $774.7K | 0.15% | +18,432 | New |
| Rodgers Brothers Inc. | 18,500 | $777.6K | 0.10% | 00.0% | Unchanged |
| Mariner, LLC | 18,567 | $780.2K | 0.00% | +319+1.7% | Added |
| Maryland State Retirement & Pension System | 18,673 | $784.8K | 0.02% | −6,780−26.6% | Reduced |
| Global Endowment Management, LP | 18,764 | $788.7K | 0.08% | −71−0.4% | Reduced |
| CIBC World Markets Corp | 18,952 | $796.6K | 0.01% | +1,286+7.3% | Added |
| Hennessy Advisors Inc | 19,000 | $798.6K | 0.03% | +4,000+26.7% | Added |
| Crossmark Global Holdings, Inc. | 19,434 | $816.0K | 0.01% | +70.0% | Added |
| Cambridge Investment Research Advisors, Inc. | 19,956 | $839.0K | 0.00% | −3,552−15.1% | Reduced |
| FinTrust Capital Advisors, LLC | 19,990 | $840.2K | 0.14% | −167−0.8% | Reduced |
| Investment Management Corp of Ontario | 20,040 | $842.3K | 0.02% | +3,500+21.2% | Added |
| Algert Global LLC | 20,052 | $842.8K | 0.02% | +5,864+41.3% | Added |
| Unigestion Holding SA | 20,154 | $847.1K | 0.04% | +20,154 | New |
| Susquehanna International Group, LLP | 20,176 | $848.0K | 0.00% | −3,943−16.3% | Reduced |
| United Services Automobile Association | 20,675 | $869.0K | 0.02% | −2,824−12.0% | Reduced |
| Diversified Trust Co | 21,560 | $906.2K | 0.02% | +13,526+168.4% | Added |
| Guggenheim Capital LLC | 22,068 | $927.5K | 0.01% | +22,068 | New |
| Avantax Advisory Services, Inc. | 22,254 | $935.3K | 0.01% | +2,932+15.2% | Added |
| Cerity Partners LLC | 22,443 | $943.3K | 0.00% | +7,823+53.5% | Added |
| Stifel Financial Corp | 22,532 | $947.0K | 0.00% | −28,135−55.5% | Reduced |
| Gabelli Funds LLC | 23,500 | $987.7K | 0.01% | −500−2.1% | Reduced |
| Janus Henderson Group PLC | 23,528 | $989.0K | 0.00% | 00.0% | Unchanged |
| Lighthouse Investment Partners, LLC | 23,601 | $992.0K | 0.05% | −205,091−89.7% | Reduced |
| Boothbay Fund Management, LLC | 23,716 | $996.8K | 0.03% | +13,740+137.7% | Added |
| Invst, LLC | 23,800 | $1.00M | 0.12% | −81−0.3% | Reduced |
| Crestline Management, LP | 24,322 | $1.02M | 0.06% | +24,322 | New |
| La Banque Postale Asset Management SA | 24,429 | $1.03M | 0.02% | −24,272−49.8% | Reduced |
| Prana Capital Management, LP | 24,816 | $1.04M | 0.05% | +24,816 | New |
| Securian Asset Management, Inc | 24,864 | $1.05M | 0.03% | +480+2.0% | Added |
| Ritholtz Wealth Management | 25,010 | $1.05M | 0.03% | −221−0.9% | Reduced |
| Ontario Teachers Pension Plan Board | 25,211 | $1.06M | 0.01% | −2,856−10.2% | Reduced |
| Quantinno Capital Management LP | 25,722 | $1.08M | 0.01% | +3,815+17.4% | Added |
| AMG National Trust Bank | 26,339 | $1.11M | 0.03% | −16,298−38.2% | Reduced |
| Candriam Luxembourg S.C.A. | 26,666 | $1.12M | 0.01% | −104−0.4% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.13M | 0.00% | 00.0% | Unchanged |
| ExodusPoint Capital Management, LP | 27,046 | $1.14M | 0.01% | +27,046 | New |
| SG Americas Securities, LLC | 27,512 | $1.16M | 0.00% | −30,129−52.3% | Reduced |
| Gulf International Bank (UK) Ltd | 28,044 | $1.18M | 0.03% | −1,469−5.0% | Reduced |
| TD Asset Management Inc | 28,840 | $1.21M | 0.00% | −90.0% | Reduced |
| Elo Mutual Pension Insurance Co | 28,880 | $1.21M | 0.03% | +145+0.5% | Added |
| Clearstead Advisors, LLC | 29,070 | $1.22M | 0.02% | +898+3.2% | Added |
| EJF Capital LLC | 30,515 | $1.28M | 0.85% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 30,593 | $1.29M | 0.01% | +7,900+34.8% | Added |
| Integrated Advisors Network LLC | 30,610 | $1.29M | 0.06% | +1,704+5.9% | Added |
| JustInvest LLC | 31,291 | $1.32M | 0.02% | −113−0.4% | Reduced |
| XTX Topco Ltd | 31,422 | $1.32M | 0.10% | −1,806−5.4% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,696 | $1.33M | 0.00% | −13,004−29.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.36M | 0.01% | 00.0% | Unchanged |
| HighTower Advisors, LLC | 33,096 | $1.39M | 0.00% | +162+0.5% | Added |
| Natixis Advisors, L.P. | 33,321 | $1.40M | 0.00% | +14,434+76.4% | Added |
| Y-Intercept (Hong Kong) Ltd | 34,630 | $1.46M | 0.09% | −44,207−56.1% | Reduced |
| Bridgefront Capital, LLC | 34,777 | $1.46M | 0.56% | +34,777 | New |
| UniSuper Management Pty Ltd | 35,306 | $1.48M | 0.01% | +9,066+34.6% | Added |
| Redwood Investment Management, LLC | 35,353 | $1.48M | 0.13% | +1,409+4.2% | Added |
| Mesirow Financial Investment Management, Inc. | 35,385 | $1.49M | 0.03% | +50.0% | Added |
| Aquatic Capital Management LLC | 35,600 | $1.50M | 0.04% | +35,600 | New |
| Ellsworth Advisors, LLC | 35,790 | $1.50M | 0.39% | +3,800+11.9% | Added |
| Mackenzie Financial Corp | 36,669 | $1.54M | 0.00% | +36,669 | New |
| State of Alaska, Department of Revenue | 37,140 | $1.56M | 0.02% | +3,890+11.7% | Added |
| STRS Ohio | 37,343 | $1.57M | 0.01% | +1,379+3.8% | Added |
| M&T Bank Corp | 38,718 | $1.63M | 0.01% | +8,735+29.1% | Added |
| Icon Advisers Inc | 39,200 | $1.65M | 0.35% | 00.0% | Unchanged |
| Nissay Asset Management Corp | 39,493 | $1.66M | 0.01% | +799+2.1% | Added |
| AXA S.A. | 39,641 | $1.67M | 0.00% | +287+0.7% | Added |
| New York Life Investment Management LLC | 39,917 | $1.68M | 0.02% | −1,992−4.8% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,112 | $1.69M | 0.03% | +5,784+16.8% | Added |
| Ruane, Cunniff & Goldfarb L.P. | 40,844 | $1.72M | 0.03% | −45−0.1% | Reduced |
| Legacy Wealth Management, LLC | 40,870 | $1.72M | 0.63% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 41,100 | $1.73M | 0.03% | +4,260+11.6% | Added |
| Mirae Asset Global Investments Co., Ltd. | 41,181 | $1.73M | 0.01% | −10,024−19.6% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.73M | 0.02% | 00.0% | Unchanged |
| Public Sector Pension Investment Board | 42,755 | $1.80M | 0.01% | −500−1.2% | Reduced |
| Toronto Dominion Bank | 44,794 | $1.88M | 0.00% | +9,563+27.1% | Added |
| Lecap Asset Management Ltd | 45,104 | $1.90M | 0.41% | +45,104 | New |
| Credit Agricole S A | 45,316 | $1.90M | 0.01% | +650+1.5% | Added |
| Pacer Advisors, Inc. | 46,648 | $1.96M | 0.00% | +813+1.8% | Added |
| B. Metzler seel. Sohn & Co. AG | 46,974 | $1.97M | 0.02% | +5,069+12.1% | Added |
| B. Metzler seel. Sohn & Co. Holding AG | 46,974 | $1.97M | 0.02% | +46,974 | New |
| Campbell & CO Investment Adviser LLC | 48,007 | $2.02M | 0.15% | +48,007 | New |
| Schonfeld Strategic Advisors LLC | 49,068 | $2.06M | 0.02% | −66,795−57.6% | Reduced |
| KBC Group NV | 49,657 | $2.09M | 0.01% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 49,766 | $2.09M | 0.22% | +38,342+335.6% | Added |
| Tudor Investment Corp Et Al | 50,116 | $2.11M | 0.02% | +50,116 | New |
| CI Private Wealth, LLC | 50,219 | $2.11M | 0.00% | +7,035+16.3% | Added |
| Tredje AP-fonden | 52,822 | $2.22M | 0.02% | 00.0% | Unchanged |
| Utah Retirement Systems | 54,056 | $2.27M | 0.03% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 54,278 | $2.28M | 0.01% | −8,481−13.5% | Reduced |
| LPL Financial LLC | 55,601 | $2.34M | 0.00% | +147+0.3% | Added |
| Ashton Thomas Private Wealth, LLC | 57,702 | $2.43M | 0.13% | −10,370−15.2% | Reduced |