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 |
|---|---|---|---|---|---|
| APG Asset Management N.V. | 164,900 | $7.51M | 0.02% | +164,900 | New |
| La Banque Postale Asset Management SA | 161,462 | $7.62M | 0.10% | +137,033+560.9% | Added |
| Graham Capital Management, L.P. | 163,951 | $7.73M | 0.24% | −5,259−3.1% | Reduced |
| Mutual of America Capital Management LLC | 165,518 | $7.81M | 0.08% | −7,294−4.2% | Reduced |
| Andra AP-fonden | 165,600 | $7.81M | 0.13% | −93,100−36.0% | Reduced |
| Comerica Bank | 171,481 | $8.09M | 0.03% | +46,314+37.0% | Added |
| Foster & Motley Inc | 174,143 | $8.21M | 0.53% | +3,594+2.1% | Added |
| Nomura Asset Management Co Ltd | 175,305 | $8.27M | 0.02% | +33,957+24.0% | Added |
| O'Shaughnessy Asset Management, LLC | 180,658 | $8.52M | 0.07% | −5,063−2.7% | Reduced |
| Macquarie Group Ltd | 181,310 | $8.55M | 0.01% | +97,991+117.6% | Added |
| HRT Financial LP | 183,360 | $8.65M | 0.04% | +183,360 | New |
| Two Sigma Investments, LP | 185,646 | $8.76M | 0.02% | −282,000−60.3% | Reduced |
| Envestnet Asset Management Inc | 188,515 | $8.89M | 0.00% | +35,159+22.9% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,875 | $8.91M | 0.02% | +188,875 | New |
| Holocene Advisors, LP | 189,434 | $8.94M | 0.03% | +32,349+20.6% | Added |
| MetLife Investment Management | 190,606 | $8.99M | 0.05% | +10,344+5.7% | Added |
| Aviva PLC | 191,743 | $9.04M | 0.02% | +125,261+188.4% | Added |
| State of Wisconsin Investment Board | 196,457 | $9.27M | 0.02% | −63,212−24.3% | Reduced |
| Polar Capital Holdings Plc | 196,906 | $9.29M | 0.05% | +196,906 | New |
| Oppenheimer Asset Management Inc. | 204,060 | $9.63M | 0.12% | −6,241−3.0% | Reduced |
| New York State Common Retirement Fund | 204,308 | $9.64M | 0.01% | −11,000−5.1% | Reduced |
| Parkwood LLC | 228,690 | $10.8M | 1.33% | −123,233−35.0% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 236,247 | $11.1M | 0.35% | +23,250+10.9% | Added |
| Two Sigma Advisers, LP | 241,200 | $11.4M | 0.03% | +74,200+44.4% | Added |
| Pictet Asset Management Holding SA | 245,079 | $11.6M | 0.01% | +96,729+65.2% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 245,320 | $11.9M | 0.01% | +29,359+13.6% | Added |
| Victory Capital Management Inc | 253,981 | $12.0M | 0.01% | −12,696−4.8% | Reduced |
| Prudential Financial Inc | 258,215 | $12.2M | 0.02% | +196,689+319.7% | Added |
| Royal Bank of Canada | 266,292 | $12.6M | 0.00% | +9,181+3.6% | Added |
| Algert Global LLC | 270,240 | $12.7M | 0.30% | +250,188+1,247.7% | Added |
| Natixis | 271,357 | $12.8M | 0.09% | +271,357 | New |
| Lazard Asset Management LLC | 276,723 | $13.1M | 0.02% | +273,609+8,786.4% | Added |
| Korea Investment CORP | 277,291 | $13.1M | 0.03% | +125,700+82.9% | Added |
| LSV Asset Management | 288,700 | $13.6M | 0.03% | −4,100−1.4% | Reduced |
| Thrivent Financial for Lutherans | 297,199 | $14.0M | 0.03% | −14,913−4.8% | Reduced |
| Gillson Capital LP | 309,666 | $14.6M | 1.32% | +309,666 | New |
| Community Trust & Investment Co | 323,797 | $15.3M | 0.95% | +890+0.3% | Added |
| Alliancebernstein L.P. | 324,433 | $15.3M | 0.01% | −11,982−3.6% | Reduced |
| Interval Partners, LP | 349,064 | $16.5M | 0.42% | −147,346−29.7% | Reduced |
| Hudson Bay Capital Management LP | 350,000 | $16.5M | 0.10% | +50,000+16.7% | Added |
| Corebridge Financial, Inc. | 358,198 | $16.9M | 0.09% | −23,824−6.2% | Reduced |
| American Century Companies Inc | 368,706 | $17.4M | 0.01% | −101,294−21.6% | Reduced |
| DnB Asset Management AS | 370,775 | $17.5M | 0.08% | +312,635+537.7% | Added |
| AustralianSuper Pty Ltd | 378,953 | $17.9M | 0.08% | +211,332+126.1% | Added |
| Retirement Systems of Alabama | 380,991 | $18.0M | 0.07% | −7,439−1.9% | Reduced |
| National Pension Service | 397,090 | $18.7M | 0.02% | +691+0.2% | Added |
| Four Tree Island Advisory LLC | 405,850 | $19.1M | 13.22% | +405,850 | New |
| Robeco Institutional Asset Management B.V. | 415,574 | $19.6M | 0.04% | −77,828−15.8% | Reduced |
| State Board of Administration of Florida Retirement System | 417,475 | $19.7M | 0.04% | −1,440−0.3% | Reduced |
| SEI Investments Co | 422,373 | $19.9M | 0.03% | +51,838+14.0% | Added |
| Balyasny Asset Management LLC | 422,373 | $19.9M | 0.05% | −459,043−52.1% | Reduced |
| Bank of Montreal | 429,766 | $20.3M | 0.01% | +40,825+10.5% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 431,060 | $20.3M | 0.06% | −197,055−31.4% | Reduced |
| Citigroup Inc | 435,368 | $20.5M | 0.02% | +168,452+63.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 436,216 | $20.6M | 0.05% | +9,416+2.2% | Added |
| Voya Investment Management LLC | 457,280 | $21.6M | 0.02% | −27,043−5.6% | Reduced |
| Great West Life Assurance Co | 479,149 | $22.6M | 0.04% | −46,183−8.8% | Reduced |
| Brandywine Global Investment Management, LLC | 513,391 | $24.2M | 0.18% | +60,643+13.4% | Added |
| T. Rowe Price Investment Management, Inc. | 524,200 | $24.7M | 0.02% | −17,181−3.2% | Reduced |
| M.D. Sass Investors Services, Inc. | 543,868 | $25.7M | 1.97% | +543,868 | New |
| Wells Fargo & Company | 565,814 | $26.7M | 0.01% | +968+0.2% | Added |
| California Public Employees Retirement System | 577,178 | $27.2M | 0.02% | −67,860−10.5% | Reduced |
| California State Teachers Retirement System | 611,461 | $28.8M | 0.03% | +30,896+5.3% | Added |
| Barclays PLC | 622,055 | $29.3M | 0.01% | +120,557+24.0% | Added |
| Franklin Resources Inc | 625,723 | $29.5M | 0.01% | −112,714−15.3% | Reduced |
| Bank of America Corp | 634,049 | $29.9M | 0.00% | +242,953+62.1% | Added |
| Raymond James Financial Inc | 634,702 | $29.9M | 0.01% | +634,702 | New |
| Algebris (UK) Ltd | 666,039 | $30.3M | 7.67% | −69,188−9.4% | Reduced |
| Allianz Asset Management GmbH | 643,633 | $30.4M | 0.04% | +23,134+3.7% | Added |
| Manufacturers Life Insurance Company, The | 673,077 | $31.7M | 0.03% | +18,136+2.8% | Added |
| Poplar Forest Capital LLC | 675,631 | $31.9M | 5.86% | −238,313−26.1% | Reduced |
| JPMorgan Chase & Co | 696,813 | $32.9M | 0.00% | −211,840−23.3% | Reduced |
| Bain Capital Public Equity Management II, LLC | 702,849 | $33.2M | 1.52% | −23,719−3.3% | Reduced |
| Swedbank AB | 704,520 | $33.2M | 0.04% | −5,622−0.8% | Reduced |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,019 | $34.1M | 0.02% | +10,164+1.4% | Added |
| CBOE Vest Financial, LLC | 752,091 | $35.5M | 0.63% | +78,725+11.7% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 764,323 | $36.1M | 0.12% | −2,285,939−74.9% | Reduced |
| FMR LLC | 783,118 | $36.9M | 0.00% | +72,167+10.2% | Added |
| Qube Research & Technologies Ltd | 784,888 | $37.0M | 0.06% | −333,120−29.8% | Reduced |
| UBS Group AG | 864,608 | $40.8M | 0.01% | +439,762+103.5% | Added |
| Wedge Capital Management L L P | 875,589 | $41.3M | 0.74% | +802,160+1,092.4% | Added |
| Swiss National Bank | 895,200 | $42.2M | 0.03% | −70,200−7.3% | Reduced |
| Arrowstreet Capital, Limited Partnership | 900,918 | $42.5M | 0.03% | −494,154−35.4% | Reduced |
| Storebrand Asset Management AS | 905,106 | $42.7M | 0.13% | −52,412−5.5% | Reduced |
| Rhumbline Advisers | 961,471 | $45.4M | 0.04% | −45,306−4.5% | Reduced |
| Artemis Investment Management LLP | 975,926 | $46.0M | 0.66% | +65,197+7.2% | Added |
| Voloridge Investment Management, LLC | 1,013,563 | $47.8M | 0.17% | +526,781+108.2% | Added |
| Freestone Grove Partners LP | 1,027,594 | $48.5M | 0.59% | +1,027,594 | New |
| Russell Investments Group, Ltd. | 1,031,229 | $48.6M | 0.07% | +283,910+38.0% | Added |
| AQR Capital Management LLC | 1,029,638 | $48.6M | 0.06% | +405,316+64.9% | Added |
| Ameriprise Financial Inc | 1,105,018 | $52.1M | 0.01% | +22,569+2.1% | Added |
| Federated Hermes, Inc. | 1,116,099 | $52.6M | 0.12% | +367,441+49.1% | Added |
| BNP Paribas Arbitrage, SA | 1,143,254 | $53.9M | 0.04% | +1,143,254 | New |
| Ensign Peak Advisors, Inc | 1,162,116 | $54.8M | 0.10% | +8,002+0.7% | Added |
| Ci Investments Inc. | 1,174,728 | $55.4M | 0.21% | −54,111−4.4% | Reduced |
| Man Group plc | 1,245,568 | $58.8M | 0.18% | +1,071,763+616.6% | Added |
| Deutsche Bank AG | 1,314,791 | $62.0M | 0.02% | −98,446−7.0% | Reduced |
| Woodline Partners LP | 1,348,880 | $63.6M | 0.43% | +3,847+0.3% | Added |
| Nuveen Asset Management, LLC | 1,428,600 | $67.4M | 0.02% | +23,631+1.7% | Added |
| Los Angeles Capital Management LLC | 1,468,912 | $69.3M | 0.28% | +1,261,466+608.1% | Added |