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 |
|---|---|---|---|---|---|
| Legal & General Group Plc | 1,500,652 | $70.8M | 0.02% | −142,844−8.7% | Reduced |
| Nordea Investment Management AB | 1,563,172 | $74.1M | 0.08% | +1,367,837+700.3% | Added |
| Alyeska Investment Group, L.P. | 1,758,637 | $83.0M | 0.31% | +1,236,799+237.0% | Added |
| Samlyn Capital, LLC | 1,824,168 | $86.0M | 1.37% | +125,873+7.4% | Added |
| HSBC Holdings PLC | 1,821,249 | $86.1M | 0.05% | −612,936−25.2% | Reduced |
| Millennium Management LLC | 1,871,866 | $88.3M | 0.08% | +860,871+85.2% | Added |
| Charles Schwab Investment Management Inc | 2,138,787 | $100.9M | 0.02% | −26,328−1.2% | Reduced |
| Marshall Wace, LLP | 2,275,039 | $107.3M | 0.13% | +546,937+31.6% | Added |
| Goldman Sachs Group Inc | 2,344,520 | $110.6M | 0.02% | +713,417+43.7% | Added |
| Sessa Capital IM, L.P. | 2,554,723 | $120.5M | 4.70% | −1,480,335−36.7% | Reduced |
| Principal Financial Group Inc | 2,554,890 | $120.5M | 0.07% | +159,320+6.7% | Added |
| UBS Asset Management Americas Inc | 2,558,239 | $120.7M | 0.03% | +337,883+15.2% | Added |
| Capital International Investors | 2,601,643 | $122.7M | 0.02% | +508,030+24.3% | Added |
| Amundi | 2,659,691 | $130.4M | 0.05% | +957,828+56.3% | Added |
| Bank of New York Mellon Corp | 3,029,435 | $142.9M | 0.03% | −478,612−13.6% | Reduced |
| Morgan Stanley | 3,773,229 | $178.0M | 0.01% | −26,910−0.7% | Reduced |
| Dimensional Fund Advisors LP | 4,052,772 | $191.2M | 0.05% | −82,216−2.0% | Reduced |
| Northern Trust Corp | 4,242,692 | $200.1M | 0.03% | +887,123+26.4% | Added |
| Massachusetts Financial Services Co | 4,291,332 | $202.4M | 0.06% | −213,891−4.7% | Reduced |
| Conifer Management, L.L.C. | 5,000,000 | $235.8M | 30.40% | −1,000,000−16.7% | Reduced |
| Thornburg Investment Management Inc | 5,267,993 | $248.5M | 3.28% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,523,379 | $260.5M | 0.76% | +620,926+12.7% | Added |
| Geode Capital Management, LLC | 5,629,438 | $265.1M | 0.02% | −45,873−0.8% | Reduced |
| First Trust Advisors LP | 7,840,415 | $369.8M | 0.33% | +375,232+5.0% | Added |
| Invesco Ltd. | 8,089,046 | $381.6M | 0.07% | +355,078+4.6% | Added |
| Pzena Investment Management LLC | 8,191,328 | $386.4M | 1.31% | −8,240,811−50.2% | Reduced |
| Wellington Management Group LLP | 8,817,020 | $415.9M | 0.08% | +3,303,449+59.9% | Added |
| State Street Corp | 13,026,864 | $614.5M | 0.02% | +49,994+0.4% | Added |
| Norges Bank | 14,166,852 | $668.3M | 0.09% | −563,690−3.8% | Reduced |
| Canada Pension Plan Investment Board | 19,032,270 | $897.8M | 0.85% | +79,999+0.4% | Added |
| Price T Rowe Associates Inc | 21,278,436 | $1.00B | 0.12% | +535,671+2.6% | Added |
| BlackRock, Inc. | 29,728,365 | $1.40B | 0.03% | −1,226,080−4.0% | Reduced |
| Vanguard Group Inc | 35,637,534 | $1.68B | 0.03% | −606,784−1.7% | Reduced |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −279,310−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −256,339−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −236,320−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −91,623−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −79,793−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −72,345−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −66,189−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −49,766−100.0% | Sold out |
| Public Sector Pension Investment Board | 0 | $0 | 0.00% | −42,755−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −39,641−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −24,816−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −23,716−100.0% | Sold out |
| Cambridge Investment Research Advisors, Inc. | 0 | $0 | 0.00% | −19,956−100.0% | Sold out |
| Global Endowment Management, LP | 0 | $0 | 0.00% | −18,764−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −13,977−100.0% | Sold out |
| Veriti Management LLC | 0 | $0 | 0.00% | −12,733−100.0% | Sold out |
| Ossiam | 0 | $0 | 0.00% | −12,589−100.0% | Sold out |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −12,398−100.0% | Sold out |
| Cresset Asset Management, LLC | 0 | $0 | 0.00% | −10,994−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −10,909−100.0% | Sold out |
| Abn Amro Investment Solutions | 0 | $0 | 0.00% | −10,008−100.0% | Sold out |
| Nebula Research & Development LLC | 0 | $0 | 0.00% | −9,962−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,892−100.0% | Sold out |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −9,840−100.0% | Sold out |
| Inceptionr LLC | 0 | $0 | 0.00% | −9,137−100.0% | Sold out |
| Gotham Asset Management, LLC | 0 | $0 | 0.00% | −8,948−100.0% | Sold out |
| Asahi Life Asset Management Co., Ltd. | 0 | $0 | 0.00% | −8,420−100.0% | Sold out |
| Chiron Investment Management, LLC | 0 | $0 | 0.00% | −8,136−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −6,812−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −6,250−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −5,941−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −2,174−100.0% | Sold out |
| Kayne Anderson Rudnick Investment Management LLC | 0 | $0 | 0.00% | −863−100.0% | Sold out |
| Deseret Mutual Benefit Administrators | 0 | $0 | 0.00% | −241−100.0% | Sold out |
| Capital Performance Advisors LLP | 0 | $0 | 0.00% | −215−100.0% | Sold out |
| Beacon Capital Management, LLC | 0 | $0 | 0.00% | −202−100.0% | Sold out |
| Jaffetilchin Investment Partners, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Investors Research Corp | 0 | $0 | 0.00% | −42−100.0% | Sold out |
| Claris Advisors, LLC | 0 | $0 | 0.00% | −23−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Mendota Financial Group, LLC | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Heritage Wealth Advisors | 0 | $0 | 0.00% | −2−100.0% | Sold out |
| Financial Management Professionals, Inc. | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Raymond James & Associates | – | – | – | – | Not filed |
| Eagle Asset Management Inc | – | – | – | – | Not filed |
| BlueMar Capital Management, LLC | – | – | – | – | Not filed |
| B. Metzler seel. Sohn & Co. Holding AG | – | – | – | – | Not filed |
| FinTrust Capital Advisors, LLC | – | – | – | – | Not filed |
| Raymond James Financial Services Advisors, Inc. | – | – | – | – | Not filed |
| Raymond James Trust N.A. | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| PEAK6 Investments LLC | – | – | – | – | Not filed |
| ClariVest Asset Management LLC | – | – | – | – | Not filed |
| Abich Financial Wealth Management LLC | – | – | – | – | Not filed |