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 |
|---|---|---|---|---|---|
| Canada Pension Plan Investment Board | 18,952,271 | $796.6M | 0.75% | +299,274+1.6% | Added |
| Price T Rowe Associates Inc | 20,742,765 | $871.8M | 0.10% | −332,976−1.6% | Reduced |
| BlackRock, Inc. | 30,954,445 | $1.30B | 0.03% | +30,954,445 | New |
| Vanguard Group Inc | 36,244,318 | $1.52B | 0.03% | −115,366−0.3% | Reduced |
| Zurich Insurance Group Ltd | 0 | $0 | 0.00% | −2,696,427−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −772,384−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −257,754−100.0% | Sold out |
| Teacher Retirement System of Texas | 0 | $0 | 0.00% | −229,027−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −156,100−100.0% | Sold out |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −110,354−100.0% | Sold out |
| Point72 (DIFC) Ltd | 0 | $0 | 0.00% | −104,965−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −87,236−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −84,058−100.0% | Sold out |
| Sciencast Management LP | 0 | $0 | 0.00% | −58,301−100.0% | Sold out |
| APG Asset Management N.V. | 0 | $0 | 0.00% | −48,066−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −42,741−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −36,470−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −26,751−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −23,832−100.0% | Sold out |
| MBB Public Markets I LLC | 0 | $0 | 0.00% | −23,600−100.0% | Sold out |
| Friedenthal Financial | 0 | $0 | 0.00% | −20,344−100.0% | Sold out |
| Capstone Investment Advisors, LLC | 0 | $0 | 0.00% | −15,981−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −14,000−100.0% | Sold out |
| Point72 Asia (Singapore) Pte. Ltd. | 0 | $0 | 0.00% | −12,199−100.0% | Sold out |
| Pearl River Capital, LLC | 0 | $0 | 0.00% | −10,211−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −10,120−100.0% | Sold out |
| Sanctuary Advisors, LLC | 0 | $0 | 0.00% | −10,861−100.0% | Sold out |
| MAI Capital Management | 0 | $0 | 0.00% | −8,208−100.0% | Sold out |
| Symmetry Investments LP | 0 | $0 | 0.00% | −7,564−100.0% | Sold out |
| Simplicity Wealth,LLC | 0 | $0 | 0.00% | −7,399−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −6,750−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −6,078−100.0% | Sold out |
| Group One Trading, L.P. | 0 | $0 | 0.00% | −5,979−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −5,628−100.0% | Sold out |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −5,534−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −5,461−100.0% | Sold out |
| D. E. Shaw & Co., Inc. | 0 | $0 | 0.00% | −5,400−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −5,196−100.0% | Sold out |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −4,600−100.0% | Sold out |
| Northwest & Ethical Investments L.P. | 0 | $0 | 0.00% | −3,900−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −783−100.0% | Sold out |
| Innealta Capital, LLC | 0 | $0 | 0.00% | −575−100.0% | Sold out |
| Spire Wealth Management | 0 | $0 | 0.00% | −384−100.0% | Sold out |
| Frazier Financial Advisors, LLC | 0 | $0 | 0.00% | −227−100.0% | Sold out |
| SYSTM Wealth Solutions LLC | 0 | $0 | 0.00% | −226−100.0% | Sold out |
| Redwood Wealth Management Group, LLC | 0 | $0 | 0.00% | −210−100.0% | Sold out |
| Valley National Advisers Inc | 0 | $0 | 0.00% | −135−100.0% | Sold out |
| Wetzel Investment Advisors, Inc. | 0 | $0 | 0.00% | −60−100.0% | Sold out |
| Family Firm, Inc. | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Opal Wealth Advisors, LLC | 0 | $0 | 0.00% | −32−100.0% | Sold out |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| RFP Financial Group LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| BlackRock Inc. | – | – | – | – | Not filed |
| Fjarde AP-fonden (The Fourth Swedish National Pensionfund) | – | – | – | – | Not filed |
| Private Ocean, LLC | – | – | – | – | Not filed |