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 |
|---|---|---|---|---|---|
| New York State Common Retirement Fund | 215,308 | $9.05M | 0.01% | −29,000−11.9% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,961 | $9.08M | 0.01% | +14,154+7.0% | Added |
| Twinbeech Capital LP | 236,320 | $9.93M | 0.19% | +236,320 | New |
| Jacobs Levy Equity Management, Inc | 242,163 | $10.2M | 0.04% | +224,987+1,309.9% | Added |
| Eagle Asset Management Inc | 221,465 | $10.5M | 0.05% | +45,322+25.7% | Added |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 256,339 | $10.8M | 0.01% | +3,939+1.6% | Added |
| Royal Bank of Canada | 257,111 | $10.8M | 0.00% | −221,050−46.2% | Reduced |
| Andra AP-fonden | 258,700 | $10.9M | 0.16% | +36,300+16.3% | Added |
| State of Wisconsin Investment Board | 259,669 | $10.9M | 0.03% | +11,600+4.7% | Added |
| Victory Capital Management Inc | 266,677 | $11.2M | 0.01% | +51,990+24.2% | Added |
| Citigroup Inc | 266,916 | $11.2M | 0.01% | −4,695−1.7% | Reduced |
| Point72 Asset Management, L.P. | 279,310 | $11.7M | 0.04% | +37,819+15.7% | Added |
| Trexquant Investment LP | 286,909 | $12.1M | 0.15% | +231,253+415.5% | Added |
| LSV Asset Management | 292,800 | $12.3M | 0.03% | −27,982−8.7% | Reduced |
| Hudson Bay Capital Management LP | 300,000 | $12.6M | 0.09% | −50,000−14.3% | Reduced |
| Thrivent Financial for Lutherans | 312,112 | $13.1M | 0.02% | −28,165−8.3% | Reduced |
| Community Trust & Investment Co | 322,907 | $13.6M | 0.86% | −4,887−1.5% | Reduced |
| Alliancebernstein L.P. | 336,415 | $14.1M | 0.00% | +1,392+0.4% | Added |
| Parkwood LLC | 351,923 | $14.8M | 1.80% | +33,512+10.5% | Added |
| Raymond James & Associates | 359,998 | $15.1M | 0.01% | +113,783+46.2% | Added |
| SEI Investments Co | 370,535 | $15.6M | 0.02% | +23,060+6.6% | Added |
| Corebridge Financial, Inc. | 382,022 | $16.1M | 0.09% | −8,838−2.3% | Reduced |
| Retirement Systems of Alabama | 388,430 | $16.3M | 0.06% | +11,085+2.9% | Added |
| Bank of Montreal | 388,941 | $16.3M | 0.01% | +357,417+1,133.8% | Added |
| Bank of America Corp | 391,096 | $16.4M | 0.00% | −151,505−27.9% | Reduced |
| National Pension Service | 396,399 | $16.7M | 0.02% | +394,744+23,851.6% | Added |
| State Board of Administration of Florida Retirement System | 418,915 | $17.6M | 0.03% | −6,670−1.6% | Reduced |
| UBS Group AG | 424,846 | $17.9M | 0.01% | +49,593+13.2% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 426,800 | $17.9M | 0.04% | −15,909−3.6% | Reduced |
| Two Sigma Investments, LP | 467,646 | $19.7M | 0.04% | −108,164−18.8% | Reduced |
| American Century Companies Inc | 470,000 | $19.8M | 0.01% | +34,433+7.9% | Added |
| Brandywine Global Investment Management, LLC | 452,748 | $19.9M | 0.13% | +109,506+31.9% | Added |
| Voya Investment Management LLC | 484,323 | $20.4M | 0.02% | −27,255−5.3% | Reduced |
| Voloridge Investment Management, LLC | 486,782 | $20.5M | 0.07% | −173,761−26.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 493,402 | $20.7M | 0.04% | −15,439−3.0% | Reduced |
| Interval Partners, LP | 496,410 | $20.9M | 0.60% | −101,660−17.0% | Reduced |
| Barclays PLC | 501,498 | $21.1M | 0.01% | +59,844+13.5% | Added |
| Alyeska Investment Group, L.P. | 521,838 | $21.9M | 0.11% | −1,564,455−75.0% | Reduced |
| Great West Life Assurance Co | 525,332 | $22.1M | 0.04% | +35,323+7.2% | Added |
| T. Rowe Price Investment Management, Inc. | 541,381 | $22.8M | 0.01% | +25,942+5.0% | Added |
| Wells Fargo & Company | 564,846 | $23.7M | 0.01% | +95,474+20.3% | Added |
| California State Teachers Retirement System | 580,565 | $24.4M | 0.03% | +8,713+1.5% | Added |
| AQR Capital Management LLC | 624,322 | $26.0M | 0.04% | −103,570−14.2% | Reduced |
| Allianz Asset Management GmbH | 620,499 | $26.1M | 0.04% | −53,848−8.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 628,115 | $26.4M | 0.08% | +65,701+11.7% | Added |
| California Public Employees Retirement System | 645,038 | $27.1M | 0.02% | +11,989+1.9% | Added |
| Manufacturers Life Insurance Company, The | 654,941 | $27.5M | 0.02% | −90,858−12.2% | Reduced |
| Algebris (UK) Ltd | 735,227 | $27.8M | 11.61% | −26,757−3.5% | Reduced |
| CBOE Vest Financial, LLC | 673,366 | $28.3M | 0.55% | +113,856+20.3% | Added |
| Swedbank AB | 710,142 | $29.8M | 0.04% | −1,362−0.2% | Reduced |
| FMR LLC | 710,951 | $29.9M | 0.00% | +152,847+27.4% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,855 | $29.9M | 0.02% | +7,720+1.1% | Added |
| Bain Capital Public Equity Management II, LLC | 726,568 | $30.5M | 1.39% | +169,825+30.5% | Added |
| Russell Investments Group, Ltd. | 747,319 | $31.4M | 0.05% | +67,613+9.9% | Added |
| Federated Hermes, Inc. | 748,658 | $31.5M | 0.07% | +147,996+24.6% | Added |
| Franklin Resources Inc | 738,437 | $32.5M | 0.01% | −33,526−4.3% | Reduced |
| Balyasny Asset Management LLC | 881,416 | $37.0M | 0.10% | −384,016−30.3% | Reduced |
| JPMorgan Chase & Co | 908,653 | $38.2M | 0.00% | +153,457+20.3% | Added |
| Artemis Investment Management LLP | 910,729 | $38.3M | 0.58% | +315,638+53.0% | Added |
| Poplar Forest Capital LLC | 913,944 | $38.4M | 5.23% | −5,272−0.6% | Reduced |
| Storebrand Asset Management AS | 957,518 | $40.2M | 0.13% | −21,989−2.2% | Reduced |
| Swiss National Bank | 965,400 | $40.6M | 0.03% | −4,600−0.5% | Reduced |
| Citadel Advisors LLC | 1,003,512 | $42.2M | 0.04% | +741,118+282.4% | Added |
| Rhumbline Advisers | 1,006,777 | $42.3M | 0.04% | −73,832−6.8% | Reduced |
| Millennium Management LLC | 1,010,995 | $42.5M | 0.04% | +56,268+5.9% | Added |
| Ameriprise Financial Inc | 1,082,449 | $45.5M | 0.01% | +17,820+1.7% | Added |
| Qube Research & Technologies Ltd | 1,118,008 | $47.0M | 0.09% | +1,118,008 | New |
| Ensign Peak Advisors, Inc | 1,154,114 | $48.5M | 0.09% | −328,055−22.1% | Reduced |
| Ci Investments Inc. | 1,228,839 | $51.6M | 0.20% | −30,465−2.4% | Reduced |
| Woodline Partners LP | 1,345,033 | $56.5M | 0.48% | +193,934+16.8% | Added |
| Arrowstreet Capital, Limited Partnership | 1,395,072 | $58.6M | 0.05% | +37,985+2.8% | Added |
| Nuveen Asset Management, LLC | 1,404,969 | $59.1M | 0.02% | −1,061,563−43.0% | Reduced |
| Deutsche Bank AG | 1,413,237 | $59.4M | 0.02% | +372,434+35.8% | Added |
| Goldman Sachs Group Inc | 1,631,103 | $68.6M | 0.01% | −1,758,618−51.9% | Reduced |
| Legal & General Group Plc | 1,643,496 | $69.1M | 0.02% | +14,410+0.9% | Added |
| Samlyn Capital, LLC | 1,698,295 | $71.4M | 1.15% | +148,275+9.6% | Added |
| Marshall Wace, LLP | 1,728,102 | $72.6M | 0.09% | +315,833+22.4% | Added |
| Amundi | 1,701,863 | $72.6M | 0.03% | +109,763+6.9% | Added |
| Capital International Investors | 2,093,613 | $88.0M | 0.02% | +901,342+75.6% | Added |
| Charles Schwab Investment Management Inc | 2,165,115 | $91.0M | 0.02% | +68,900+3.3% | Added |
| UBS Asset Management Americas Inc | 2,220,356 | $93.3M | 0.02% | +54,380+2.5% | Added |
| Principal Financial Group Inc | 2,395,570 | $100.7M | 0.05% | +426,182+21.6% | Added |
| HSBC Holdings PLC | 2,434,185 | $102.3M | 0.06% | −4,406,000−64.4% | Reduced |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,050,262 | $128.2M | 0.47% | −2,809,285−47.9% | Reduced |
| Northern Trust Corp | 3,355,569 | $141.0M | 0.02% | −152,946−4.4% | Reduced |
| Bank of New York Mellon Corp | 3,508,047 | $147.4M | 0.03% | −216,045−5.8% | Reduced |
| Morgan Stanley | 3,800,139 | $159.7M | 0.01% | +805,721+26.9% | Added |
| Sessa Capital IM, L.P. | 4,035,058 | $169.6M | 6.48% | −960,661−19.2% | Reduced |
| Dimensional Fund Advisors LP | 4,134,988 | $173.8M | 0.04% | +51,338+1.3% | Added |
| Massachusetts Financial Services Co | 4,505,223 | $189.4M | 0.06% | −438,495−8.9% | Reduced |
| Acadian Asset Management LLC | 4,902,453 | $206.0M | 0.64% | +1,734,051+54.7% | Added |
| Thornburg Investment Management Inc | 5,267,993 | $221.4M | 2.88% | 00.0% | Unchanged |
| Wellington Management Group LLP | 5,513,571 | $231.7M | 0.04% | +161,376+3.0% | Added |
| Geode Capital Management, LLC | 5,675,311 | $238.0M | 0.02% | −1,230,519−17.8% | Reduced |
| Conifer Management, L.L.C. | 6,000,000 | $252.2M | 28.87% | 00.0% | Unchanged |
| First Trust Advisors LP | 7,465,183 | $313.8M | 0.30% | +891,082+13.6% | Added |
| Invesco Ltd. | 7,733,968 | $325.1M | 0.06% | +488,322+6.7% | Added |
| State Street Corp | 12,976,870 | $545.4M | 0.02% | +338,205+2.7% | Added |
| Norges Bank | 14,730,542 | $619.1M | 0.09% | −703,967−4.6% | Reduced |
| Pzena Investment Management LLC | 16,432,139 | $690.6M | 2.23% | −2,210,545−11.9% | Reduced |