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 |
|---|---|---|---|---|---|
| Illinois Municipal Retirement Fund | 41,213 | $1.94M | 0.03% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 41,255 | $1.95M | 1.15% | +41,255 | New |
| M&T Bank Corp | 42,323 | $2.00M | 0.01% | +3,605+9.3% | Added |
| Bastion Asset Management Inc. | 42,943 | $2.02M | 1.34% | +42,943 | New |
| Quantinno Capital Management LP | 42,817 | $2.02M | 0.02% | +17,095+66.5% | Added |
| Candriam Luxembourg S.C.A. | 44,283 | $2.09M | 0.01% | +17,617+66.1% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,168 | $2.22M | 0.00% | +31,017+192.0% | Added |
| Investment Management Corp of Ontario | 47,730 | $2.25M | 0.07% | +27,690+138.2% | Added |
| Credit Agricole S A | 48,185 | $2.27M | 0.01% | +2,869+6.3% | Added |
| CI Private Wealth, LLC | 48,546 | $2.29M | 0.00% | −1,673−3.3% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 48,725 | $2.30M | 0.02% | +1,751+3.7% | Added |
| CAPROCK Group, Inc. | 49,759 | $2.35M | 0.08% | +49,759 | New |
| Nomura Holdings Inc | 49,831 | $2.35M | 0.01% | +49,831 | New |
| Wiley Bros.-Aintree Capital, LLC | 49,467 | $2.36M | 0.03% | +9,355+23.3% | Added |
| Prudential PLC | 50,112 | $2.36M | 0.01% | −52,712−51.3% | Reduced |
| New Vernon Investment Management LLC | 6,568 | $2.38M | 4.04% | −75,920−92.0% | Reduced |
| Daiwa Securities Group Inc. | 50,975 | $2.40M | 0.01% | +20,382+66.6% | Added |
| Bank of Nova Scotia | 51,935 | $2.45M | 0.00% | +36,834+243.9% | Added |
| Utah Retirement Systems | 52,356 | $2.47M | 0.03% | −1,700−3.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,595 | $2.58M | 0.01% | −15,236−21.8% | Reduced |
| BTC Capital Management, Inc. | 55,015 | $2.60M | 0.24% | −5,630−9.3% | Reduced |
| Generali Asset Management SPA SGR | 57,008 | $2.69M | 0.07% | +57,008 | New |
| Ashton Thomas Private Wealth, LLC | 58,365 | $2.75M | 0.11% | +663+1.1% | Added |
| Searle & Co. | 59,467 | $2.81M | 0.81% | 00.0% | Unchanged |
| Susquehanna International Group, LLP | 59,789 | $2.82M | 0.00% | +39,613+196.3% | Added |
| British Columbia Investment Management Corp | 60,708 | $2.86M | 0.02% | +6,430+11.8% | Added |
| Neuberger Berman Group LLC | 60,890 | $2.87M | 0.00% | −1,519−2.4% | Reduced |
| LPL Financial LLC | 61,325 | $2.89M | 0.00% | +5,724+10.3% | Added |
| Forsta Ap-Fonden | 61,400 | $2.90M | 0.02% | −2,100−3.3% | Reduced |
| Ameritas Investment Partners, Inc. | 62,760 | $2.96M | 0.10% | −2,842−4.3% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.99M | 0.01% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 63,777 | $3.01M | 0.06% | −1,023−1.6% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | $3.03M | 0.16% | 00.0% | Unchanged |
| First National Advisers, LLC | 65,084 | $3.07M | 0.50% | +3,174+5.1% | Added |
| New Mexico Educational Retirement Board | 65,500 | $3.09M | 0.10% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 67,728 | $3.19M | 0.02% | +67,728 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 68,469 | $3.23M | 0.02% | +68,469 | New |
| Stephens Inc | 68,734 | $3.24M | 0.05% | −2,286−3.2% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,202 | $3.26M | 0.02% | −1,284−1.8% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 69,639 | $3.28M | 0.07% | −1,302−1.8% | Reduced |
| Natixis Advisors, L.P. | 69,871 | $3.30M | 0.01% | +36,550+109.7% | Added |
| First National Bank of Omaha | 70,717 | $3.34M | 0.22% | −4,072−5.4% | Reduced |
| Standard Life Aberdeen plc | 70,649 | $3.34M | 0.01% | −13,921−16.5% | Reduced |
| MUFG Securities EMEA plc | 70,999 | $3.35M | 0.06% | +70,999 | New |
| Steamboat Capital Partners, LLC | 71,938 | $3.39M | 1.05% | −1,542−2.1% | Reduced |
| Intech Investment Management LLC | 72,541 | $3.42M | 0.03% | +11,450+18.7% | Added |
| NFC Investments, LLC | 75,000 | $3.54M | 0.98% | +75,000 | New |
| Alaska Permanent Fund Corp | 75,719 | $3.57M | 0.05% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 76,300 | $3.60M | 0.01% | 00.0% | Unchanged |
| State of Michigan Retirement System | 78,586 | $3.71M | 0.02% | −2,900−3.6% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 79,693 | $3.75M | 0.02% | +38,512+93.5% | Added |
| Mercer Global Advisors Inc | 79,846 | $3.77M | 0.01% | +79,846 | New |
| Cinctive Capital Management LP | 80,074 | $3.78M | 0.20% | +80,074 | New |
| Ethic Inc. | 81,020 | $3.82M | 0.08% | +5,951+7.9% | Added |
| Keeley-Teton Advisors, LLC | 81,195 | $3.83M | 0.44% | −10,612−11.6% | Reduced |
| Qsemble Capital Management, LP | 82,660 | $3.90M | 0.52% | +4,204+5.4% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 83,622 | $3.93M | 0.02% | +4,344+5.5% | Added |
| Quantbot Technologies LP | 84,079 | $3.97M | 0.14% | −22,496−21.1% | Reduced |
| Toronto Dominion Bank | 84,148 | $3.97M | 0.01% | +39,354+87.9% | Added |
| Caisse des Depots Et Consignations | 84,585 | $3.99M | 0.20% | +84,585 | New |
| Lighthouse Investment Partners, LLC | 85,364 | $4.03M | 0.16% | +61,763+261.7% | Added |
| Point72 Europe (London) LLP | 85,800 | $4.05M | 0.23% | +18,451+27.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 86,393 | $4.08M | 0.04% | +86,393 | New |
| IFM Investors Pty Ltd | 86,959 | $4.10M | 0.04% | −2,681−3.0% | Reduced |
| Louisiana State Employees Retirement System | 87,000 | $4.10M | 0.08% | −1,600−1.8% | Reduced |
| Xponance, Inc. | 87,149 | $4.11M | 0.04% | +4,775+5.8% | Added |
| QRG Capital Management, Inc. | 88,301 | $4.17M | 0.04% | +4,269+5.1% | Added |
| Pacer Advisors, Inc. | 90,485 | $4.27M | 0.01% | +43,837+94.0% | Added |
| Resona Asset Management Co.,Ltd. | 91,764 | $4.33M | 0.03% | −6,862−7.0% | Reduced |
| Arizona State Retirement System | 92,012 | $4.34M | 0.03% | −1,170−1.3% | Reduced |
| Rockefeller Capital Management L.P. | 98,510 | $4.65M | 0.01% | −5,869−5.6% | Reduced |
| Teachers Retirement System of the State of Kentucky | 99,290 | $4.68M | 0.04% | −4,930−4.7% | Reduced |
| Richard Bernstein Advisors LLC | 99,859 | $4.71M | 0.11% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 101,502 | $4.79M | 0.01% | −61,847−37.9% | Reduced |
| Bain Capital Public Equity, LP | 104,514 | $4.93M | 3.29% | −19,818−15.9% | Reduced |
| KLP Kapitalforvaltning AS | 108,000 | $5.09M | 0.02% | +108,000 | New |
| Public Employees Retirement System of Ohio | 108,571 | $5.12M | 0.02% | −10,091−8.5% | Reduced |
| Danske Bank A/S | 111,356 | $5.25M | 0.02% | +16,403+17.3% | Added |
| State of New Jersey Common Pension Fund D | 113,367 | $5.35M | 0.02% | 00.0% | Unchanged |
| Kendall Capital Management | 113,804 | $5.37M | 1.57% | −1,395−1.2% | Reduced |
| Royal London Asset Management Ltd | 114,199 | $5.39M | 0.01% | +879+0.8% | Added |
| Yousif Capital Management, LLC | 115,383 | $5.44M | 0.06% | −6,349−5.2% | Reduced |
| Uniplan Investment Counsel, Inc. | 120,524 | $5.69M | 0.53% | +1,367+1.1% | Added |
| Pinebridge Investments, L.P. | 123,022 | $5.80M | 0.04% | +25,752+26.5% | Added |
| ExodusPoint Capital Management, LP | 123,341 | $5.82M | 0.06% | +96,295+356.0% | Added |
| Jessup Wealth Management, Inc | 123,389 | $5.82M | 2.48% | −8,476−6.4% | Reduced |
| State of Tennessee, Treasury Department | 124,458 | $5.87M | 0.02% | −3,512−2.7% | Reduced |
| Adage Capital Partners GP, L.L.C. | 125,000 | $5.90M | 0.01% | +25,000+25.0% | Added |
| Vident Advisory, LLC | 125,308 | $5.91M | 0.10% | +19,145+18.0% | Added |
| National Bank of Canada | 128,802 | $6.08M | 0.01% | −44,104−25.5% | Reduced |
| Benson Investment Management Company, Inc. | 129,225 | $6.10M | 2.53% | −1,275−1.0% | Reduced |
| Asset Management One Co.,Ltd. | 134,165 | $6.37M | 0.02% | −26,873−16.7% | Reduced |
| Kempner Capital Management Inc. | 135,385 | $6.39M | 3.51% | −23,987−15.1% | Reduced |
| Mn Services Vermogensbeheer B.V. | 138,500 | $6.53M | 0.04% | +8,300+6.4% | Added |
| Summit Global Investments | 138,740 | $6.54M | 0.41% | +121,621+710.4% | Added |
| Treasurer of the State of North Carolina | 138,976 | $6.55M | 0.03% | −3,790−2.7% | Reduced |
| PGGM Investments | 139,736 | $6.59M | 0.09% | −2,270−1.6% | Reduced |
| New York State Teachers Retirement System | 144,986 | $6.84M | 0.01% | +2,205+1.5% | Added |
| TCW Group Inc | 146,940 | $6.93M | 0.06% | +14,480+10.9% | Added |
| Amalgamated Bank | 154,110 | $7.27M | 0.06% | −3,250−2.1% | Reduced |