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, Q4 2024
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 533
- +40 vs. Q3 2024
- Shares held
- 301.7M
- +3.59M (+1.2%) vs. Q3 2024
- Total value
- $14.2B
- +$1.71B (+13.6%) vs. Q3 2024
- New holders
- 85
- 188 more added
- Sold out
- 45
- 199 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,637,534 | $1.68B | 0.03% | −606,784−1.7% | Reduced |
| BlackRock, Inc. | 29,728,365 | $1.40B | 0.03% | −1,226,080−4.0% | Reduced |
| Price T Rowe Associates Inc | 21,278,436 | $1.00B | 0.12% | +535,671+2.6% | Added |
| Canada Pension Plan Investment Board | 19,032,270 | $897.8M | 0.85% | +79,999+0.4% | Added |
| Norges Bank | 14,166,852 | $668.3M | 0.09% | −563,690−3.8% | Reduced |
| State Street Corp | 13,026,864 | $614.5M | 0.02% | +49,994+0.4% | Added |
| Wellington Management Group LLP | 8,817,020 | $415.9M | 0.08% | +3,303,449+59.9% | Added |
| Pzena Investment Management LLC | 8,191,328 | $386.4M | 1.31% | −8,240,811−50.2% | Reduced |
| Invesco Ltd. | 8,089,046 | $381.6M | 0.07% | +355,078+4.6% | Added |
| First Trust Advisors LP | 7,840,415 | $369.8M | 0.33% | +375,232+5.0% | Added |
| Geode Capital Management, LLC | 5,629,438 | $265.1M | 0.02% | −45,873−0.8% | Reduced |
| Acadian Asset Management LLC | 5,523,379 | $260.5M | 0.76% | +620,926+12.7% | Added |
| Thornburg Investment Management Inc | 5,267,993 | $248.5M | 3.28% | 00.0% | Unchanged |
| Conifer Management, L.L.C. | 5,000,000 | $235.8M | 30.40% | −1,000,000−16.7% | Reduced |
| Massachusetts Financial Services Co | 4,291,332 | $202.4M | 0.06% | −213,891−4.7% | Reduced |
| Northern Trust Corp | 4,242,692 | $200.1M | 0.03% | +887,123+26.4% | Added |
| Dimensional Fund Advisors LP | 4,052,772 | $191.2M | 0.05% | −82,216−2.0% | Reduced |
| Morgan Stanley | 3,773,229 | $178.0M | 0.01% | −26,910−0.7% | Reduced |
| Bank of New York Mellon Corp | 3,029,435 | $142.9M | 0.03% | −478,612−13.6% | Reduced |
| Amundi | 2,659,691 | $130.4M | 0.05% | +957,828+56.3% | Added |
| Capital International Investors | 2,601,643 | $122.7M | 0.02% | +508,030+24.3% | Added |
| UBS Asset Management Americas Inc | 2,558,239 | $120.7M | 0.03% | +337,883+15.2% | Added |
| Principal Financial Group Inc | 2,554,890 | $120.5M | 0.07% | +159,320+6.7% | Added |
| Sessa Capital IM, L.P. | 2,554,723 | $120.5M | 4.70% | −1,480,335−36.7% | Reduced |
| Goldman Sachs Group Inc | 2,344,520 | $110.6M | 0.02% | +713,417+43.7% | Added |
| Marshall Wace, LLP | 2,275,039 | $107.3M | 0.13% | +546,937+31.6% | Added |
| Charles Schwab Investment Management Inc | 2,138,787 | $100.9M | 0.02% | −26,328−1.2% | Reduced |
| Millennium Management LLC | 1,871,866 | $88.3M | 0.08% | +860,871+85.2% | Added |
| HSBC Holdings PLC | 1,821,249 | $86.1M | 0.05% | −612,936−25.2% | Reduced |
| Samlyn Capital, LLC | 1,824,168 | $86.0M | 1.37% | +125,873+7.4% | Added |
| Alyeska Investment Group, L.P. | 1,758,637 | $83.0M | 0.31% | +1,236,799+237.0% | Added |
| Nordea Investment Management AB | 1,563,172 | $74.1M | 0.08% | +1,367,837+700.3% | Added |
| Legal & General Group Plc | 1,500,652 | $70.8M | 0.02% | −142,844−8.7% | Reduced |
| Los Angeles Capital Management LLC | 1,468,912 | $69.3M | 0.28% | +1,261,466+608.1% | Added |
| Nuveen Asset Management, LLC | 1,428,600 | $67.4M | 0.02% | +23,631+1.7% | Added |
| Woodline Partners LP | 1,348,880 | $63.6M | 0.43% | +3,847+0.3% | Added |
| Deutsche Bank AG | 1,314,791 | $62.0M | 0.02% | −98,446−7.0% | Reduced |
| Man Group plc | 1,245,568 | $58.8M | 0.18% | +1,071,763+616.6% | Added |
| Ci Investments Inc. | 1,174,728 | $55.4M | 0.21% | −54,111−4.4% | Reduced |
| Ensign Peak Advisors, Inc | 1,162,116 | $54.8M | 0.10% | +8,002+0.7% | Added |
| BNP Paribas Arbitrage, SA | 1,143,254 | $53.9M | 0.04% | +1,143,254 | New |
| Federated Hermes, Inc. | 1,116,099 | $52.6M | 0.12% | +367,441+49.1% | Added |
| Ameriprise Financial Inc | 1,105,018 | $52.1M | 0.01% | +22,569+2.1% | Added |
| AQR Capital Management LLC | 1,029,638 | $48.6M | 0.06% | +405,316+64.9% | Added |
| Russell Investments Group, Ltd. | 1,031,229 | $48.6M | 0.07% | +283,910+38.0% | Added |
| Freestone Grove Partners LP | 1,027,594 | $48.5M | 0.59% | +1,027,594 | New |
| Voloridge Investment Management, LLC | 1,013,563 | $47.8M | 0.17% | +526,781+108.2% | Added |
| Artemis Investment Management LLP | 975,926 | $46.0M | 0.66% | +65,197+7.2% | Added |
| Rhumbline Advisers | 961,471 | $45.4M | 0.04% | −45,306−4.5% | Reduced |
| Storebrand Asset Management AS | 905,106 | $42.7M | 0.13% | −52,412−5.5% | Reduced |
| Arrowstreet Capital, Limited Partnership | 900,918 | $42.5M | 0.03% | −494,154−35.4% | Reduced |
| Swiss National Bank | 895,200 | $42.2M | 0.03% | −70,200−7.3% | Reduced |
| Wedge Capital Management L L P | 875,589 | $41.3M | 0.74% | +802,160+1,092.4% | Added |
| UBS Group AG | 864,608 | $40.8M | 0.01% | +439,762+103.5% | Added |
| Qube Research & Technologies Ltd | 784,888 | $37.0M | 0.06% | −333,120−29.8% | Reduced |
| FMR LLC | 783,118 | $36.9M | 0.00% | +72,167+10.2% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 764,323 | $36.1M | 0.12% | −2,285,939−74.9% | Reduced |
| CBOE Vest Financial, LLC | 752,091 | $35.5M | 0.63% | +78,725+11.7% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,019 | $34.1M | 0.02% | +10,164+1.4% | Added |
| Swedbank AB | 704,520 | $33.2M | 0.04% | −5,622−0.8% | Reduced |
| Bain Capital Public Equity Management II, LLC | 702,849 | $33.2M | 1.52% | −23,719−3.3% | Reduced |
| JPMorgan Chase & Co | 696,813 | $32.9M | 0.00% | −211,840−23.3% | Reduced |
| Poplar Forest Capital LLC | 675,631 | $31.9M | 5.86% | −238,313−26.1% | Reduced |
| Manufacturers Life Insurance Company, The | 673,077 | $31.7M | 0.03% | +18,136+2.8% | Added |
| Allianz Asset Management GmbH | 643,633 | $30.4M | 0.04% | +23,134+3.7% | Added |
| Algebris (UK) Ltd | 666,039 | $30.3M | 7.67% | −69,188−9.4% | Reduced |
| Raymond James Financial Inc | 634,702 | $29.9M | 0.01% | +634,702 | New |
| Bank of America Corp | 634,049 | $29.9M | 0.00% | +242,953+62.1% | Added |
| Franklin Resources Inc | 625,723 | $29.5M | 0.01% | −112,714−15.3% | Reduced |
| Barclays PLC | 622,055 | $29.3M | 0.01% | +120,557+24.0% | Added |
| California State Teachers Retirement System | 611,461 | $28.8M | 0.03% | +30,896+5.3% | Added |
| California Public Employees Retirement System | 577,178 | $27.2M | 0.02% | −67,860−10.5% | Reduced |
| Wells Fargo & Company | 565,814 | $26.7M | 0.01% | +968+0.2% | Added |
| M.D. Sass Investors Services, Inc. | 543,868 | $25.7M | 1.97% | +543,868 | New |
| T. Rowe Price Investment Management, Inc. | 524,200 | $24.7M | 0.02% | −17,181−3.2% | Reduced |
| Brandywine Global Investment Management, LLC | 513,391 | $24.2M | 0.18% | +60,643+13.4% | Added |
| Great West Life Assurance Co | 479,149 | $22.6M | 0.04% | −46,183−8.8% | Reduced |
| Voya Investment Management LLC | 457,280 | $21.6M | 0.02% | −27,043−5.6% | Reduced |
| Mitsubishi UFJ Trust & Banking Corp | 436,216 | $20.6M | 0.05% | +9,416+2.2% | Added |
| Citigroup Inc | 435,368 | $20.5M | 0.02% | +168,452+63.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 431,060 | $20.3M | 0.06% | −197,055−31.4% | Reduced |
| Bank of Montreal | 429,766 | $20.3M | 0.01% | +40,825+10.5% | Added |
| Balyasny Asset Management LLC | 422,373 | $19.9M | 0.05% | −459,043−52.1% | Reduced |
| SEI Investments Co | 422,373 | $19.9M | 0.03% | +51,838+14.0% | Added |
| State Board of Administration of Florida Retirement System | 417,475 | $19.7M | 0.04% | −1,440−0.3% | Reduced |
| Robeco Institutional Asset Management B.V. | 415,574 | $19.6M | 0.04% | −77,828−15.8% | Reduced |
| Four Tree Island Advisory LLC | 405,850 | $19.1M | 13.22% | +405,850 | New |
| National Pension Service | 397,090 | $18.7M | 0.02% | +691+0.2% | Added |
| Retirement Systems of Alabama | 380,991 | $18.0M | 0.07% | −7,439−1.9% | Reduced |
| AustralianSuper Pty Ltd | 378,953 | $17.9M | 0.08% | +211,332+126.1% | Added |
| DnB Asset Management AS | 370,775 | $17.5M | 0.08% | +312,635+537.7% | Added |
| American Century Companies Inc | 368,706 | $17.4M | 0.01% | −101,294−21.6% | Reduced |
| Corebridge Financial, Inc. | 358,198 | $16.9M | 0.09% | −23,824−6.2% | Reduced |
| Hudson Bay Capital Management LP | 350,000 | $16.5M | 0.10% | +50,000+16.7% | Added |
| Interval Partners, LP | 349,064 | $16.5M | 0.42% | −147,346−29.7% | Reduced |
| Alliancebernstein L.P. | 324,433 | $15.3M | 0.01% | −11,982−3.6% | Reduced |
| Community Trust & Investment Co | 323,797 | $15.3M | 0.95% | +890+0.3% | Added |
| Gillson Capital LP | 309,666 | $14.6M | 1.32% | +309,666 | New |
| Thrivent Financial for Lutherans | 297,199 | $14.0M | 0.03% | −14,913−4.8% | Reduced |
| LSV Asset Management | 288,700 | $13.6M | 0.03% | −4,100−1.4% | Reduced |