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
- 503
- +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 |
|---|---|---|---|---|---|
| Jacobs Levy Equity Management, Inc | 242,163 | $10.2M | 0.04% | +224,987+1,309.9% | Added |
| Twinbeech Capital LP | 236,320 | $9.93M | 0.19% | +236,320 | New |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 215,961 | $9.08M | 0.01% | +14,154+7.0% | Added |
| New York State Common Retirement Fund | 215,308 | $9.05M | 0.01% | −29,000−11.9% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 212,997 | $8.95M | 0.28% | +42,329+24.8% | Added |
| Oppenheimer Asset Management Inc. | 210,301 | $8.84M | 0.11% | −4,393−2.0% | Reduced |
| Los Angeles Capital Management LLC | 207,446 | $8.72M | 0.04% | +75,882+57.7% | Added |
| Caisse de Depot Et Placement du Quebec | 200,000 | $8.41M | 0.02% | 00.0% | Unchanged |
| Nordea Investment Management AB | 195,335 | $8.22M | 0.01% | +44,460+29.5% | Added |
| O'Shaughnessy Asset Management, LLC | 185,721 | $8.17M | 0.07% | −16,556−8.2% | Reduced |
| MetLife Investment Management | 180,262 | $7.58M | 0.04% | +3,747+2.1% | Added |
| Man Group plc | 173,805 | $7.31M | 0.02% | −954,133−84.6% | Reduced |
| Engineers Gate Manager LP | 173,574 | $7.30M | 0.14% | +127,742+278.7% | Added |
| National Bank of Canada | 172,906 | $7.27M | 0.01% | +129,913+302.2% | Added |
| Mutual of America Capital Management LLC | 172,812 | $7.26M | 0.08% | −2,233−1.3% | Reduced |
| Foster & Motley Inc | 170,549 | $7.17M | 0.45% | +3,648+2.2% | Added |
| Graham Capital Management, L.P. | 169,210 | $7.11M | 0.23% | −11,180−6.2% | Reduced |
| AustralianSuper Pty Ltd | 167,621 | $7.05M | 0.04% | +167,621 | New |
| Two Sigma Advisers, LP | 167,000 | $7.02M | 0.02% | −117,900−41.4% | Reduced |
| Assenagon Asset Management S.A. | 163,349 | $6.87M | 0.01% | −85,611−34.4% | Reduced |
| Asset Management One Co.,Ltd. | 161,038 | $6.77M | 0.02% | +34,262+27.0% | Added |
| Edgestream Partners, L.P. | 160,303 | $6.74M | 0.30% | +160,303 | New |
| Kempner Capital Management Inc. | 159,372 | $6.70M | 3.43% | 00.0% | Unchanged |
| Amalgamated Bank | 157,360 | $6.61M | 0.05% | −19,848−11.2% | Reduced |
| Holocene Advisors, LP | 157,085 | $6.60M | 0.03% | +130,306+486.6% | Added |
| Envestnet Asset Management Inc | 153,356 | $6.45M | 0.00% | +50,971+49.8% | Added |
| Korea Investment CORP | 151,591 | $6.37M | 0.02% | −7,640−4.8% | Reduced |
| Pictet Asset Management Holding SA | 148,350 | $6.24M | 0.01% | +6,464+4.6% | Added |
| New York State Teachers Retirement System | 142,781 | $6.00M | 0.01% | +1,133+0.8% | Added |
| Treasurer of the State of North Carolina | 142,766 | $6.00M | 0.02% | +590+0.4% | Added |
| PGGM Investments | 142,006 | $5.97M | 0.08% | +2,293+1.6% | Added |
| Nomura Asset Management Co Ltd | 141,348 | $5.94M | 0.02% | +129+0.1% | Added |
| TCW Group Inc | 132,460 | $5.57M | 0.05% | −1,755−1.3% | Reduced |
| Jessup Wealth Management, Inc | 131,865 | $5.54M | 2.54% | +4,580+3.6% | Added |
| Benson Investment Management Company, Inc. | 130,500 | $5.48M | 2.17% | −114−0.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 130,200 | $5.47M | 0.04% | −3,200−2.4% | Reduced |
| State of Tennessee, Treasury Department | 127,970 | $5.38M | 0.02% | +40,770+46.8% | Added |
| Comerica Bank | 125,167 | $5.26M | 0.02% | −8,182−6.1% | Reduced |
| Bain Capital Public Equity, LP | 124,332 | $5.23M | 4.04% | +58,017+87.5% | Added |
| Yousif Capital Management, LLC | 121,732 | $5.12M | 0.06% | −11,154−8.4% | Reduced |
| Uniplan Investment Counsel, Inc. | 119,157 | $5.01M | 0.44% | −7,248−5.7% | Reduced |
| Public Employees Retirement System of Ohio | 118,662 | $4.99M | 0.02% | −5,912−4.7% | Reduced |
| Kendall Capital Management | 115,199 | $4.84M | 1.49% | +2,470+2.2% | Added |
| State of New Jersey Common Pension Fund D | 113,367 | $4.76M | 0.02% | 00.0% | Unchanged |
| Royal London Asset Management Ltd | 113,320 | $4.76M | 0.01% | 00.0% | Unchanged |
| Quantbot Technologies LP | 106,575 | $4.48M | 0.18% | +86,314+426.0% | Added |
| Vident Advisory, LLC | 106,163 | $4.46M | 0.11% | +7,066+7.1% | Added |
| Rockefeller Capital Management L.P. | 104,379 | $4.39M | 0.01% | −3,797−3.5% | Reduced |
| Teachers Retirement System of the State of Kentucky | 104,220 | $4.38M | 0.04% | −2,680−2.5% | Reduced |
| Prudential PLC | 102,824 | $4.32M | 0.02% | +91,433+802.7% | Added |
| Soapstone Management L.P. | 100,000 | $4.20M | 3.49% | −18,750−15.8% | Reduced |
| Adage Capital Partners GP, L.L.C. | 100,000 | $4.20M | 0.01% | −30,000−23.1% | Reduced |
| Richard Bernstein Advisors LLC | 99,859 | $4.20M | 0.09% | 00.0% | Unchanged |
| Resona Asset Management Co.,Ltd. | 98,626 | $4.14M | 0.02% | −2,172−2.2% | Reduced |
| Pinebridge Investments, L.P. | 97,270 | $4.09M | 0.03% | +97,270 | New |
| Danske Bank A/S | 94,953 | $3.99M | 0.01% | −13,400−12.4% | Reduced |
| Jane Street Group, LLC | 93,878 | $3.95M | 0.01% | −373,822−79.9% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 93,197 | $3.92M | 0.04% | +93,197 | New |
| Arizona State Retirement System | 93,182 | $3.92M | 0.02% | +3,186+3.5% | Added |
| Keeley-Teton Advisors, LLC | 91,807 | $3.86M | 0.43% | −1,311−1.4% | Reduced |
| Magnetar Financial LLC | 91,623 | $3.85M | 0.08% | +54,619+147.6% | Added |
| IFM Investors Pty Ltd | 89,640 | $3.77M | 0.04% | −2,099−2.3% | Reduced |
| Louisiana State Employees Retirement System | 88,600 | $3.72M | 0.07% | +2,100+2.4% | Added |
| Standard Life Aberdeen plc | 84,570 | $3.56M | 0.01% | +8,628+11.4% | Added |
| QRG Capital Management, Inc. | 84,032 | $3.53M | 0.04% | +3,034+3.7% | Added |
| Macquarie Group Ltd | 83,319 | $3.50M | 0.00% | −1,900−2.2% | Reduced |
| New Vernon Investment Management LLC | 82,488 | $3.47M | 3.73% | +5,933+7.7% | Added |
| Xponance, Inc. | 82,374 | $3.46M | 0.03% | −723−0.9% | Reduced |
| State of Michigan Retirement System | 81,486 | $3.42M | 0.02% | +2,200+2.8% | Added |
| Seven Eight Capital, LP | 79,793 | $3.35M | 0.30% | +43,545+120.1% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 79,278 | $3.33M | 0.02% | +2,507+3.3% | Added |
| Qsemble Capital Management, LP | 78,456 | $3.30M | 0.61% | +70,629+902.4% | Added |
| Handelsbanken Fonder AB | 76,300 | $3.21M | 0.01% | +8,100+11.9% | Added |
| Alaska Permanent Fund Corp | 75,719 | $3.18M | 0.05% | 00.0% | Unchanged |
| First National Bank of Omaha | 74,789 | $3.14M | 0.20% | −5,408−6.7% | Reduced |
| Steamboat Capital Partners, LLC | 73,480 | $3.09M | 0.97% | +48,508+194.2% | Added |
| Wedge Capital Management L L P | 73,429 | $3.09M | 0.05% | +2,669+3.8% | Added |
| BlueMar Capital Management, LLC | 72,939 | $3.07M | 6.14% | 00.0% | Unchanged |
| Point72 Hong Kong Ltd | 72,345 | $3.04M | 0.22% | +72,345 | New |
| Stephens Inc | 71,020 | $2.98M | 0.04% | −562−0.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 70,941 | $2.98M | 0.07% | +2,706+4.0% | Added |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,486 | $2.96M | 0.02% | +2,723+4.0% | Added |
| Federation des caisses Desjardins du Quebec | 69,831 | $2.93M | 0.01% | −160−0.2% | Reduced |
| Ethic Inc. | 75,069 | $2.85M | 0.07% | +1,745+2.4% | Added |
| Centiva Capital, LP | 67,486 | $2.84M | 0.13% | +14,556+27.5% | Added |
| Point72 Europe (London) LLP | 67,349 | $2.83M | 0.24% | −59,551−46.9% | Reduced |
| Aviva PLC | 66,482 | $2.79M | 0.01% | +1,421+2.2% | Added |
| Oak Thistle LLC | 66,189 | $2.78M | 0.90% | +53,930+439.9% | Added |
| Ameritas Investment Partners, Inc. | 65,602 | $2.76M | 0.09% | +574+0.9% | Added |
| Omers Administration Corp | 65,588 | $2.76M | 0.03% | −26,400−28.7% | Reduced |
| New Mexico Educational Retirement Board | 65,500 | $2.75M | 0.09% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 64,800 | $2.72M | 0.05% | +1,300+2.0% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | $2.70M | 0.15% | +14,900+30.2% | Added |
| Quest Partners LLC | 63,827 | $2.68M | 0.24% | +50,453+377.2% | Added |
| Mediolanum International Funds Ltd | 63,856 | $2.68M | 0.04% | −51,834−44.8% | Reduced |
| Forsta Ap-Fonden | 63,500 | $2.67M | 0.02% | +14,100+28.5% | Added |
| DekaBank Deutsche Girozentrale | 64,380 | $2.66M | 0.00% | −21,495−25.0% | Reduced |
| Neuberger Berman Group LLC | 62,409 | $2.62M | 0.00% | −106−0.2% | Reduced |
| First National Advisers, LLC | 61,910 | $2.60M | 0.41% | +2,962+5.0% | Added |
| Prudential Financial Inc | 61,526 | $2.59M | 0.00% | −7,491−10.9% | Reduced |