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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 61,091 | $2.57M | 0.03% | +2,765+4.7% | Added |
| BTC Capital Management, Inc. | 60,645 | $2.55M | 0.23% | −2,090−3.3% | Reduced |
| Searle & Co. | 59,467 | $2.50M | 0.62% | −500−0.8% | Reduced |
| DnB Asset Management AS | 58,140 | $2.44M | 0.01% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 57,702 | $2.43M | 0.13% | −10,370−15.2% | Reduced |
| LPL Financial LLC | 55,601 | $2.34M | 0.00% | +147+0.3% | Added |
| British Columbia Investment Management Corp | 54,278 | $2.28M | 0.01% | −8,481−13.5% | Reduced |
| Utah Retirement Systems | 54,056 | $2.27M | 0.03% | 00.0% | Unchanged |
| Tredje AP-fonden | 52,822 | $2.22M | 0.02% | 00.0% | Unchanged |
| CI Private Wealth, LLC | 50,219 | $2.11M | 0.00% | +7,035+16.3% | Added |
| Tudor Investment Corp Et Al | 50,116 | $2.11M | 0.02% | +50,116 | New |
| Dynamic Technology Lab Private Ltd | 49,766 | $2.09M | 0.22% | +38,342+335.6% | Added |
| KBC Group NV | 49,657 | $2.09M | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 49,068 | $2.06M | 0.02% | −66,795−57.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 48,007 | $2.02M | 0.15% | +48,007 | New |
| 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 |
| Pacer Advisors, Inc. | 46,648 | $1.96M | 0.00% | +813+1.8% | Added |
| Credit Agricole S A | 45,316 | $1.90M | 0.01% | +650+1.5% | Added |
| Lecap Asset Management Ltd | 45,104 | $1.90M | 0.41% | +45,104 | New |
| Toronto Dominion Bank | 44,794 | $1.88M | 0.00% | +9,563+27.1% | Added |
| Public Sector Pension Investment Board | 42,755 | $1.80M | 0.01% | −500−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $1.73M | 0.02% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 41,181 | $1.73M | 0.01% | −10,024−19.6% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 41,100 | $1.73M | 0.03% | +4,260+11.6% | Added |
| Legacy Wealth Management, LLC | 40,870 | $1.72M | 0.63% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,844 | $1.72M | 0.03% | −45−0.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 40,112 | $1.69M | 0.03% | +5,784+16.8% | Added |
| New York Life Investment Management LLC | 39,917 | $1.68M | 0.02% | −1,992−4.8% | Reduced |
| AXA S.A. | 39,641 | $1.67M | 0.00% | +287+0.7% | Added |
| Nissay Asset Management Corp | 39,493 | $1.66M | 0.01% | +799+2.1% | Added |
| Icon Advisers Inc | 39,200 | $1.65M | 0.35% | 00.0% | Unchanged |
| M&T Bank Corp | 38,718 | $1.63M | 0.01% | +8,735+29.1% | Added |
| STRS Ohio | 37,343 | $1.57M | 0.01% | +1,379+3.8% | Added |
| State of Alaska, Department of Revenue | 37,140 | $1.56M | 0.02% | +3,890+11.7% | Added |
| Mackenzie Financial Corp | 36,669 | $1.54M | 0.00% | +36,669 | New |
| Ellsworth Advisors, LLC | 35,790 | $1.50M | 0.39% | +3,800+11.9% | Added |
| Aquatic Capital Management LLC | 35,600 | $1.50M | 0.04% | +35,600 | New |
| Mesirow Financial Investment Management, Inc. | 35,385 | $1.49M | 0.03% | +50.0% | Added |
| Redwood Investment Management, LLC | 35,353 | $1.48M | 0.13% | +1,409+4.2% | Added |
| UniSuper Management Pty Ltd | 35,306 | $1.48M | 0.01% | +9,066+34.6% | Added |
| Bridgefront Capital, LLC | 34,777 | $1.46M | 0.56% | +34,777 | New |
| Y-Intercept (Hong Kong) Ltd | 34,630 | $1.46M | 0.09% | −44,207−56.1% | Reduced |
| Natixis Advisors, L.P. | 33,321 | $1.40M | 0.00% | +14,434+76.4% | Added |
| HighTower Advisors, LLC | 33,096 | $1.39M | 0.00% | +162+0.5% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.36M | 0.01% | 00.0% | Unchanged |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,696 | $1.33M | 0.00% | −13,004−29.1% | Reduced |
| XTX Topco Ltd | 31,422 | $1.32M | 0.10% | −1,806−5.4% | Reduced |
| JustInvest LLC | 31,291 | $1.32M | 0.02% | −113−0.4% | Reduced |
| Integrated Advisors Network LLC | 30,610 | $1.29M | 0.06% | +1,704+5.9% | Added |
| Daiwa Securities Group Inc. | 30,593 | $1.29M | 0.01% | +7,900+34.8% | Added |
| EJF Capital LLC | 30,515 | $1.28M | 0.85% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 29,070 | $1.22M | 0.02% | +898+3.2% | Added |
| Elo Mutual Pension Insurance Co | 28,880 | $1.21M | 0.03% | +145+0.5% | Added |
| TD Asset Management Inc | 28,840 | $1.21M | 0.00% | −90.0% | Reduced |
| Gulf International Bank (UK) Ltd | 28,044 | $1.18M | 0.03% | −1,469−5.0% | Reduced |
| SG Americas Securities, LLC | 27,512 | $1.16M | 0.00% | −30,129−52.3% | Reduced |
| ExodusPoint Capital Management, LP | 27,046 | $1.14M | 0.01% | +27,046 | New |
| Public Employees Retirement Association of Colorado | 26,805 | $1.13M | 0.00% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 26,666 | $1.12M | 0.01% | −104−0.4% | Reduced |
| AMG National Trust Bank | 26,339 | $1.11M | 0.03% | −16,298−38.2% | Reduced |
| Quantinno Capital Management LP | 25,722 | $1.08M | 0.01% | +3,815+17.4% | Added |
| Ontario Teachers Pension Plan Board | 25,211 | $1.06M | 0.01% | −2,856−10.2% | Reduced |
| Ritholtz Wealth Management | 25,010 | $1.05M | 0.03% | −221−0.9% | Reduced |
| Securian Asset Management, Inc | 24,864 | $1.05M | 0.03% | +480+2.0% | Added |
| Prana Capital Management, LP | 24,816 | $1.04M | 0.05% | +24,816 | New |
| La Banque Postale Asset Management SA | 24,429 | $1.03M | 0.02% | −24,272−49.8% | Reduced |
| Crestline Management, LP | 24,322 | $1.02M | 0.06% | +24,322 | New |
| Invst, LLC | 23,800 | $1.00M | 0.12% | −81−0.3% | Reduced |
| Boothbay Fund Management, LLC | 23,716 | $996.8K | 0.03% | +13,740+137.7% | Added |
| Lighthouse Investment Partners, LLC | 23,601 | $992.0K | 0.05% | −205,091−89.7% | Reduced |
| Janus Henderson Group PLC | 23,528 | $989.0K | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,500 | $987.7K | 0.01% | −500−2.1% | Reduced |
| Stifel Financial Corp | 22,532 | $947.0K | 0.00% | −28,135−55.5% | Reduced |
| Cerity Partners LLC | 22,443 | $943.3K | 0.00% | +7,823+53.5% | Added |
| Avantax Advisory Services, Inc. | 22,254 | $935.3K | 0.01% | +2,932+15.2% | Added |
| Guggenheim Capital LLC | 22,068 | $927.5K | 0.01% | +22,068 | New |
| Diversified Trust Co | 21,560 | $906.2K | 0.02% | +13,526+168.4% | Added |
| United Services Automobile Association | 20,675 | $869.0K | 0.02% | −2,824−12.0% | Reduced |
| Susquehanna International Group, LLP | 20,176 | $848.0K | 0.00% | −3,943−16.3% | Reduced |
| Unigestion Holding SA | 20,154 | $847.1K | 0.04% | +20,154 | New |
| Algert Global LLC | 20,052 | $842.8K | 0.02% | +5,864+41.3% | Added |
| Investment Management Corp of Ontario | 20,040 | $842.3K | 0.02% | +3,500+21.2% | Added |
| FinTrust Capital Advisors, LLC | 19,990 | $840.2K | 0.14% | −167−0.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 19,956 | $839.0K | 0.00% | −3,552−15.1% | Reduced |
| Crossmark Global Holdings, Inc. | 19,434 | $816.0K | 0.01% | +70.0% | Added |
| Hennessy Advisors Inc | 19,000 | $798.6K | 0.03% | +4,000+26.7% | Added |
| CIBC World Markets Corp | 18,952 | $796.6K | 0.01% | +1,286+7.3% | Added |
| Global Endowment Management, LP | 18,764 | $788.7K | 0.08% | −71−0.4% | Reduced |
| Maryland State Retirement & Pension System | 18,673 | $784.8K | 0.02% | −6,780−26.6% | Reduced |
| Mariner, LLC | 18,567 | $780.2K | 0.00% | +319+1.7% | Added |
| Rodgers Brothers Inc. | 18,500 | $777.6K | 0.10% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 18,432 | $774.7K | 0.15% | +18,432 | New |
| Capital Insight Partners, LLC | 18,316 | $769.8K | 0.13% | +704+4.0% | Added |
| Greenleaf Trust | 17,809 | $748.5K | 0.01% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 17,517 | $736.3K | 0.07% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,488 | $735.0K | 0.00% | −2,860−14.1% | Reduced |
| Summit Global Investments | 17,119 | $720.0K | 0.05% | +17,119 | New |
| Toroso Investments, LLC | 16,789 | $705.6K | 0.01% | +101+0.6% | Added |
| Petrus Trust Company, LTA | 16,742 | $703.7K | 0.07% | +16,742 | New |