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 |
|---|---|---|---|---|---|
| Meiji Yasuda Asset Management Co Ltd. | 12,496 | $589.4K | 0.02% | −402−3.1% | Reduced |
| Aquatic Capital Management LLC | 13,042 | $615.2K | 0.02% | −22,558−63.4% | Reduced |
| Prelude Capital Management, LLC | 13,115 | $618.6K | 0.05% | −1,073−7.6% | Reduced |
| Vinva Investment Management Ltd | 13,210 | $621.0K | 0.02% | −1,140−7.9% | Reduced |
| Gsa Capital Partners LLP | 13,253 | $625.0K | 0.05% | +7,481+129.6% | Added |
| XTX Topco Ltd | 13,258 | $625.4K | 0.05% | −18,164−57.8% | Reduced |
| CIBC Asset Management Inc | 13,299 | $627.3K | 0.00% | +1,534+13.0% | Added |
| Tokio Marine Asset Management Co Ltd | 13,380 | $631.1K | 0.02% | +283+2.2% | Added |
| CSS LLC | 13,475 | $635.6K | 0.04% | −2,420−15.2% | Reduced |
| LMR Partners LLP | 13,760 | $649.1K | 0.01% | +13,760 | New |
| Nisa Investment Advisors, LLC | 13,820 | $651.9K | 0.00% | +65+0.5% | Added |
| Petrus Trust Company, LTA | 13,907 | $656.0K | 0.06% | −2,835−16.9% | Reduced |
| Creative Planning | 13,977 | $659.3K | 0.00% | +436+3.2% | Added |
| Engineers Gate Manager LP | 14,047 | $662.6K | 0.01% | −159,527−91.9% | Reduced |
| Omers Administration Corp | 14,052 | $662.8K | 0.01% | −51,536−78.6% | Reduced |
| CIBC World Markets Corp | 14,341 | $676.5K | 0.00% | −4,611−24.3% | Reduced |
| Qtron Investments LLC | 14,357 | $677.2K | 0.10% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,672 | $692.1K | 0.00% | +733+5.3% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $693.4K | 0.02% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 14,877 | $701.7K | 0.09% | −3,555−19.3% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,116 | $713.0K | 0.00% | −227,047−93.8% | Reduced |
| Ontario Teachers Pension Plan Board | 15,251 | $719.4K | 0.01% | −9,960−39.5% | Reduced |
| Profund Advisors LLC | 15,285 | $721.0K | 0.03% | +1,737+12.8% | Added |
| The PNC Financial Services Group, Inc. | 15,331 | $723.2K | 0.00% | +1,408+10.1% | Added |
| Jain Global LLC | 15,539 | $733.0K | 0.02% | +15,539 | New |
| Brinker Capital Investments, LLC | 16,379 | $772.6K | 0.01% | −103−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 16,379 | $772.6K | 0.01% | −103−0.6% | Reduced |
| Hillsdale Investment Management Inc. | 16,550 | $780.7K | 0.04% | +16,200+4,628.6% | Added |
| Unigestion Holding SA | 16,694 | $787.5K | 0.05% | −3,460−17.2% | Reduced |
| Maryland State Retirement & Pension System | 16,873 | $795.9K | 0.02% | −1,800−9.6% | Reduced |
| Anchor Investment Management, LLC | 17,114 | $807.3K | 0.08% | −403−2.3% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 17,243 | $813.4K | 0.05% | −17,387−50.2% | Reduced |
| Greenleaf Trust | 17,809 | $840.1K | 0.01% | 00.0% | Unchanged |
| Janney Montgomery Scott LLC | 17,936 | $846.0K | 0.00% | +448+2.6% | Added |
| Avantax Advisory Services, Inc. | 18,121 | $854.7K | 0.01% | −4,133−18.6% | Reduced |
| Rodgers Brothers Inc. | 18,500 | $872.6K | 0.11% | 00.0% | Unchanged |
| Soapstone Management L.P. | 18,750 | $884.8K | 0.83% | −81,250−81.3% | Reduced |
| Crossmark Global Holdings, Inc. | 19,176 | $904.0K | 0.02% | −258−1.3% | Reduced |
| Mariner, LLC | 19,421 | $916.1K | 0.00% | +854+4.6% | Added |
| Stifel Financial Corp | 19,570 | $923.1K | 0.00% | −2,962−13.1% | Reduced |
| SG Americas Securities, LLC | 19,680 | $928.0K | 0.00% | −7,832−28.5% | Reduced |
| Hennessy Advisors Inc | 20,000 | $943.4K | 0.03% | +1,000+5.3% | Added |
| United Services Automobile Association | 20,675 | $975.2K | 0.03% | 00.0% | Unchanged |
| Capital Insight Partners, LLC | 21,016 | $991.3K | 0.17% | +2,700+14.7% | Added |
| Metis Global Partners, LLC | 21,202 | $1.00M | 0.03% | +6,164+41.0% | Added |
| Brevan Howard Capital Management LP | 21,633 | $1.02M | 0.03% | +21,633 | New |
| Avanza Fonder AB | 21,680 | $1.02M | 0.03% | +21,680 | New |
| Cerity Partners LLC | 22,882 | $1.04M | 0.00% | +439+2.0% | Added |
| HighTower Advisors, LLC | 22,206 | $1.05M | 0.00% | −10,890−32.9% | Reduced |
| Smith Asset Management Co., LLC | 51,443 | $1.05M | 1.03% | +51,443 | New |
| Edgestream Partners, L.P. | 23,218 | $1.10M | 0.05% | −137,085−85.5% | Reduced |
| Gabelli Funds LLC | 23,500 | $1.11M | 0.01% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 23,528 | $1.11M | 0.00% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 23,687 | $1.12M | 0.03% | −1,177−4.7% | Reduced |
| Invst, LLC | 24,165 | $1.14M | 0.14% | +365+1.5% | Added |
| Aigen Investment Management, LP | 24,615 | $1.16M | 0.20% | +17,607+251.2% | Added |
| Tower Research Capital LLC (TRC) | 24,853 | $1.17M | 0.02% | +16,407+194.3% | Added |
| Bridgewater Associates, LP | 24,954 | $1.18M | 0.01% | +11,540+86.0% | Added |
| Mediolanum International Funds Ltd | 26,563 | $1.25M | 0.02% | −37,293−58.4% | Reduced |
| Tredje AP-fonden | 26,411 | $1.25M | 0.01% | −26,411−50.0% | Reduced |
| AMG National Trust Bank | 26,511 | $1.25M | 0.03% | +172+0.7% | Added |
| Vise Technologies, Inc. | 26,429 | $1.25M | 0.10% | +16,039+154.4% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.26M | 0.01% | 00.0% | Unchanged |
| Wealth Enhancement Advisory Services, LLC | 27,601 | $1.30M | 0.00% | +20,095+267.7% | Added |
| Bridgefront Capital, LLC | 27,729 | $1.31M | 0.44% | −7,048−20.3% | Reduced |
| Diversified Trust Co | 27,896 | $1.32M | 0.03% | +6,336+29.4% | Added |
| Gulf International Bank (UK) Ltd | 28,044 | $1.32M | 0.03% | 00.0% | Unchanged |
| Jane Street Group, LLC | 28,276 | $1.33M | 0.00% | −65,602−69.9% | Reduced |
| Clearstead Advisors, LLC | 28,301 | $1.33M | 0.02% | −769−2.6% | Reduced |
| Ritholtz Wealth Management | 28,853 | $1.36M | 0.04% | +3,843+15.4% | Added |
| Integrated Advisors Network LLC | 30,022 | $1.42M | 0.07% | −588−1.9% | Reduced |
| Ieq Capital, LLC | 30,113 | $1.42M | 0.01% | +30,113 | New |
| Redwood Investment Management, LLC | 30,264 | $1.43M | 0.14% | −5,089−14.4% | Reduced |
| EJF Capital LLC | 30,515 | $1.44M | 0.99% | 00.0% | Unchanged |
| Verition Fund Management LLC | 31,321 | $1.48M | 0.01% | +19,912+174.5% | Added |
| Crestline Management, LP | 31,541 | $1.49M | 0.05% | +7,219+29.7% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,740 | $1.50M | 0.00% | +44+0.1% | Added |
| JustInvest LLC | 31,908 | $1.51M | 0.02% | +617+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.52M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 32,685 | $1.54M | 0.00% | +3,845+13.3% | Added |
| DRW Securities, LLC | 32,700 | $1.54M | 0.10% | +32,700 | New |
| Mackenzie Financial Corp | 33,241 | $1.57M | 0.00% | −3,428−9.3% | Reduced |
| Elo Mutual Pension Insurance Co | 33,378 | $1.57M | 0.03% | +4,498+15.6% | Added |
| New York Life Investment Management LLC | 35,215 | $1.66M | 0.02% | −4,702−11.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 35,399 | $1.67M | 0.03% | +140.0% | Added |
| State of Alaska, Department of Revenue | 35,725 | $1.69M | 0.02% | −1,415−3.8% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,097 | $1.75M | 0.02% | −56,100−60.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 37,642 | $1.78M | 0.01% | −11,426−23.3% | Reduced |
| Allspring Global Investments Holdings, LLC | 37,422 | $1.78M | 0.00% | +30,570+446.1% | Added |
| STRS Ohio | 37,901 | $1.79M | 0.01% | +558+1.5% | Added |
| New Age Alpha Advisors, LLC | 38,307 | $1.81M | 0.07% | +38,307 | New |
| Swiss Life Asset Management Ltd | 38,909 | $1.83M | 0.01% | +38,909 | New |
| Nissay Asset Management Corp | 38,617 | $1.83M | 0.01% | −876−2.2% | Reduced |
| Ellsworth Advisors, LLC | 39,107 | $1.84M | 0.48% | +3,317+9.3% | Added |
| Icon Advisers Inc | 39,200 | $1.85M | 0.42% | 00.0% | Unchanged |
| Concentric Capital Strategies, LP | 39,202 | $1.85M | 0.12% | +39,202 | New |
| KBC Group NV | 40,339 | $1.90M | 0.01% | −9,318−18.8% | Reduced |
| Legacy Wealth Management, LLC | 40,605 | $1.92M | 0.76% | −265−0.6% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,832 | $1.93M | 0.03% | −120.0% | Reduced |
| Trexquant Investment LP | 41,109 | $1.94M | 0.02% | −245,800−85.7% | Reduced |