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 |
|---|---|---|---|---|---|
| DnB Asset Management AS | 58,140 | $2.44M | 0.01% | 00.0% | Unchanged |
| Searle & Co. | 59,467 | $2.50M | 0.62% | −500−0.8% | Reduced |
| BTC Capital Management, Inc. | 60,645 | $2.55M | 0.23% | −2,090−3.3% | Reduced |
| Intech Investment Management LLC | 61,091 | $2.57M | 0.03% | +2,765+4.7% | Added |
| Prudential Financial Inc | 61,526 | $2.59M | 0.00% | −7,491−10.9% | Reduced |
| First National Advisers, LLC | 61,910 | $2.60M | 0.41% | +2,962+5.0% | Added |
| Neuberger Berman Group LLC | 62,409 | $2.62M | 0.00% | −106−0.2% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.66M | 0.00% | −21,495−25.0% | Reduced |
| Forsta Ap-Fonden | 63,500 | $2.67M | 0.02% | +14,100+28.5% | Added |
| Mediolanum International Funds Ltd | 63,856 | $2.68M | 0.04% | −51,834−44.8% | Reduced |
| Quest Partners LLC | 63,827 | $2.68M | 0.24% | +50,453+377.2% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | $2.70M | 0.15% | +14,900+30.2% | Added |
| Oregon Public Employees Retirement Fund | 64,800 | $2.72M | 0.05% | +1,300+2.0% | Added |
| New Mexico Educational Retirement Board | 65,500 | $2.75M | 0.09% | 00.0% | Unchanged |
| Omers Administration Corp | 65,588 | $2.76M | 0.03% | −26,400−28.7% | Reduced |
| Ameritas Investment Partners, Inc. | 65,602 | $2.76M | 0.09% | +574+0.9% | Added |
| Oak Thistle LLC | 66,189 | $2.78M | 0.90% | +53,930+439.9% | Added |
| Aviva PLC | 66,482 | $2.79M | 0.01% | +1,421+2.2% | Added |
| Point72 Europe (London) LLP | 67,349 | $2.83M | 0.24% | −59,551−46.9% | Reduced |
| Centiva Capital, LP | 67,486 | $2.84M | 0.13% | +14,556+27.5% | Added |
| Ethic Inc. | 75,069 | $2.85M | 0.07% | +1,745+2.4% | Added |
| Federation des caisses Desjardins du Quebec | 69,831 | $2.93M | 0.01% | −160−0.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,486 | $2.96M | 0.02% | +2,723+4.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 70,941 | $2.98M | 0.07% | +2,706+4.0% | Added |
| Stephens Inc | 71,020 | $2.98M | 0.04% | −562−0.8% | Reduced |
| Point72 Hong Kong Ltd | 72,345 | $3.04M | 0.22% | +72,345 | New |
| BlueMar Capital Management, LLC | 72,939 | $3.07M | 6.14% | 00.0% | Unchanged |
| Wedge Capital Management L L P | 73,429 | $3.09M | 0.05% | +2,669+3.8% | Added |
| Steamboat Capital Partners, LLC | 73,480 | $3.09M | 0.97% | +48,508+194.2% | Added |
| First National Bank of Omaha | 74,789 | $3.14M | 0.20% | −5,408−6.7% | Reduced |
| Alaska Permanent Fund Corp | 75,719 | $3.18M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 76,300 | $3.21M | 0.01% | +8,100+11.9% | Added |
| Qsemble Capital Management, LP | 78,456 | $3.30M | 0.61% | +70,629+902.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 79,278 | $3.33M | 0.02% | +2,507+3.3% | Added |
| Seven Eight Capital, LP | 79,793 | $3.35M | 0.30% | +43,545+120.1% | Added |
| State of Michigan Retirement System | 81,486 | $3.42M | 0.02% | +2,200+2.8% | Added |
| Xponance, Inc. | 82,374 | $3.46M | 0.03% | −723−0.9% | Reduced |
| New Vernon Investment Management LLC | 82,488 | $3.47M | 3.73% | +5,933+7.7% | Added |
| Macquarie Group Ltd | 83,319 | $3.50M | 0.00% | −1,900−2.2% | Reduced |
| QRG Capital Management, Inc. | 84,032 | $3.53M | 0.04% | +3,034+3.7% | Added |
| Standard Life Aberdeen plc | 84,570 | $3.56M | 0.01% | +8,628+11.4% | Added |
| Louisiana State Employees Retirement System | 88,600 | $3.72M | 0.07% | +2,100+2.4% | Added |
| IFM Investors Pty Ltd | 89,640 | $3.77M | 0.04% | −2,099−2.3% | Reduced |
| Magnetar Financial LLC | 91,623 | $3.85M | 0.08% | +54,619+147.6% | Added |
| Keeley-Teton Advisors, LLC | 91,807 | $3.86M | 0.43% | −1,311−1.4% | Reduced |
| Arizona State Retirement System | 93,182 | $3.92M | 0.02% | +3,186+3.5% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,197 | $3.92M | 0.04% | +93,197 | New |
| Jane Street Group, LLC | 93,878 | $3.95M | 0.01% | −373,822−79.9% | Reduced |
| Danske Bank A/S | 94,953 | $3.99M | 0.01% | −13,400−12.4% | Reduced |
| Pinebridge Investments, L.P. | 97,270 | $4.09M | 0.03% | +97,270 | New |
| Resona Asset Management Co.,Ltd. | 98,626 | $4.14M | 0.02% | −2,172−2.2% | Reduced |
| Richard Bernstein Advisors LLC | 99,859 | $4.20M | 0.09% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.20M | 0.01% | −30,000−23.1% | Reduced |
| Soapstone Management L.P. | 100,000 | $4.20M | 3.49% | −18,750−15.8% | Reduced |
| Prudential PLC | 102,824 | $4.32M | 0.02% | +91,433+802.7% | Added |
| Teachers Retirement System of the State of Kentucky | 104,220 | $4.38M | 0.04% | −2,680−2.5% | Reduced |
| Rockefeller Capital Management L.P. | 104,379 | $4.39M | 0.01% | −3,797−3.5% | Reduced |
| Vident Advisory, LLC | 106,163 | $4.46M | 0.11% | +7,066+7.1% | Added |
| Quantbot Technologies LP | 106,575 | $4.48M | 0.18% | +86,314+426.0% | Added |
| Royal London Asset Management Ltd | 113,320 | $4.76M | 0.01% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 113,367 | $4.76M | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 115,199 | $4.84M | 1.49% | +2,470+2.2% | Added |
| Public Employees Retirement System of Ohio | 118,662 | $4.99M | 0.02% | −5,912−4.7% | Reduced |
| Uniplan Investment Counsel, Inc. | 119,157 | $5.01M | 0.44% | −7,248−5.7% | Reduced |
| Yousif Capital Management, LLC | 121,732 | $5.12M | 0.06% | −11,154−8.4% | Reduced |
| Bain Capital Public Equity, LP | 124,332 | $5.23M | 4.04% | +58,017+87.5% | Added |
| Comerica Bank | 125,167 | $5.26M | 0.02% | −8,182−6.1% | Reduced |
| State of Tennessee, Treasury Department | 127,970 | $5.38M | 0.02% | +40,770+46.8% | Added |
| Mn Services Vermogensbeheer B.V. | 130,200 | $5.47M | 0.04% | −3,200−2.4% | Reduced |
| Benson Investment Management Company, Inc. | 130,500 | $5.48M | 2.17% | −114−0.1% | Reduced |
| Jessup Wealth Management, Inc | 131,865 | $5.54M | 2.54% | +4,580+3.6% | Added |
| TCW Group Inc | 132,460 | $5.57M | 0.05% | −1,755−1.3% | Reduced |
| Nomura Asset Management Co Ltd | 141,348 | $5.94M | 0.02% | +129+0.1% | Added |
| PGGM Investments | 142,006 | $5.97M | 0.08% | +2,293+1.6% | Added |
| Treasurer of the State of North Carolina | 142,766 | $6.00M | 0.02% | +590+0.4% | Added |
| New York State Teachers Retirement System | 142,781 | $6.00M | 0.01% | +1,133+0.8% | Added |
| Pictet Asset Management Holding SA | 148,350 | $6.24M | 0.01% | +6,464+4.6% | Added |
| Korea Investment CORP | 151,591 | $6.37M | 0.02% | −7,640−4.8% | Reduced |
| Envestnet Asset Management Inc | 153,356 | $6.45M | 0.00% | +50,971+49.8% | Added |
| Holocene Advisors, LP | 157,085 | $6.60M | 0.03% | +130,306+486.6% | Added |
| Amalgamated Bank | 157,360 | $6.61M | 0.05% | −19,848−11.2% | Reduced |
| Kempner Capital Management Inc. | 159,372 | $6.70M | 3.43% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 160,303 | $6.74M | 0.30% | +160,303 | New |
| Asset Management One Co.,Ltd. | 161,038 | $6.77M | 0.02% | +34,262+27.0% | Added |
| Assenagon Asset Management S.A. | 163,349 | $6.87M | 0.01% | −85,611−34.4% | Reduced |
| Two Sigma Advisers, LP | 167,000 | $7.02M | 0.02% | −117,900−41.4% | Reduced |
| AustralianSuper Pty Ltd | 167,621 | $7.05M | 0.04% | +167,621 | New |
| Graham Capital Management, L.P. | 169,210 | $7.11M | 0.23% | −11,180−6.2% | Reduced |
| Foster & Motley Inc | 170,549 | $7.17M | 0.45% | +3,648+2.2% | Added |
| Mutual of America Capital Management LLC | 172,812 | $7.26M | 0.08% | −2,233−1.3% | Reduced |
| National Bank of Canada | 172,906 | $7.27M | 0.01% | +129,913+302.2% | Added |
| Engineers Gate Manager LP | 173,574 | $7.30M | 0.14% | +127,742+278.7% | Added |
| Man Group plc | 173,805 | $7.31M | 0.02% | −954,133−84.6% | Reduced |
| MetLife Investment Management | 180,262 | $7.58M | 0.04% | +3,747+2.1% | Added |
| O'Shaughnessy Asset Management, LLC | 185,721 | $8.17M | 0.07% | −16,556−8.2% | Reduced |
| Nordea Investment Management AB | 195,335 | $8.22M | 0.01% | +44,460+29.5% | Added |
| Caisse de Depot Et Placement du Quebec | 200,000 | $8.41M | 0.02% | 00.0% | Unchanged |
| Los Angeles Capital Management LLC | 207,446 | $8.72M | 0.04% | +75,882+57.7% | Added |
| Oppenheimer Asset Management Inc. | 210,301 | $8.84M | 0.11% | −4,393−2.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 212,997 | $8.95M | 0.28% | +42,329+24.8% | Added |