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
- 532
- +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 |
|---|---|---|---|---|---|
| Korea Investment CORP | 277,291 | $13.1M | 0.03% | +125,700+82.9% | Added |
| Lazard Asset Management LLC | 276,723 | $13.1M | 0.02% | +273,609+8,786.4% | Added |
| Natixis | 271,357 | $12.8M | 0.09% | +271,357 | New |
| Algert Global LLC | 270,240 | $12.7M | 0.30% | +250,188+1,247.7% | Added |
| Royal Bank of Canada | 266,292 | $12.6M | 0.00% | +9,181+3.6% | Added |
| Prudential Financial Inc | 258,215 | $12.2M | 0.02% | +196,689+319.7% | Added |
| Victory Capital Management Inc | 253,981 | $12.0M | 0.01% | −12,696−4.8% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 245,320 | $11.9M | 0.01% | +29,359+13.6% | Added |
| Pictet Asset Management Holding SA | 245,079 | $11.6M | 0.01% | +96,729+65.2% | Added |
| Two Sigma Advisers, LP | 241,200 | $11.4M | 0.03% | +74,200+44.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 236,247 | $11.1M | 0.35% | +23,250+10.9% | Added |
| Parkwood LLC | 228,690 | $10.8M | 1.33% | −123,233−35.0% | Reduced |
| New York State Common Retirement Fund | 204,308 | $9.64M | 0.01% | −11,000−5.1% | Reduced |
| Oppenheimer Asset Management Inc. | 204,060 | $9.63M | 0.12% | −6,241−3.0% | Reduced |
| Polar Capital Holdings Plc | 196,906 | $9.29M | 0.05% | +196,906 | New |
| State of Wisconsin Investment Board | 196,457 | $9.27M | 0.02% | −63,212−24.3% | Reduced |
| Aviva PLC | 191,743 | $9.04M | 0.02% | +125,261+188.4% | Added |
| MetLife Investment Management | 190,606 | $8.99M | 0.05% | +10,344+5.7% | Added |
| Holocene Advisors, LP | 189,434 | $8.94M | 0.03% | +32,349+20.6% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 188,875 | $8.91M | 0.02% | +188,875 | New |
| Envestnet Asset Management Inc | 188,515 | $8.89M | 0.00% | +35,159+22.9% | Added |
| Two Sigma Investments, LP | 185,646 | $8.76M | 0.02% | −282,000−60.3% | Reduced |
| HRT Financial LP | 183,360 | $8.65M | 0.04% | +183,360 | New |
| Macquarie Group Ltd | 181,310 | $8.55M | 0.01% | +97,991+117.6% | Added |
| O'Shaughnessy Asset Management, LLC | 180,658 | $8.52M | 0.07% | −5,063−2.7% | Reduced |
| Nomura Asset Management Co Ltd | 175,305 | $8.27M | 0.02% | +33,957+24.0% | Added |
| Foster & Motley Inc | 174,143 | $8.21M | 0.53% | +3,594+2.1% | Added |
| Comerica Bank | 171,481 | $8.09M | 0.03% | +46,314+37.0% | Added |
| Andra AP-fonden | 165,600 | $7.81M | 0.13% | −93,100−36.0% | Reduced |
| Mutual of America Capital Management LLC | 165,518 | $7.81M | 0.08% | −7,294−4.2% | Reduced |
| Graham Capital Management, L.P. | 163,951 | $7.73M | 0.24% | −5,259−3.1% | Reduced |
| La Banque Postale Asset Management SA | 161,462 | $7.62M | 0.10% | +137,033+560.9% | Added |
| APG Asset Management N.V. | 164,900 | $7.51M | 0.02% | +164,900 | New |
| Amalgamated Bank | 154,110 | $7.27M | 0.06% | −3,250−2.1% | Reduced |
| TCW Group Inc | 146,940 | $6.93M | 0.06% | +14,480+10.9% | Added |
| New York State Teachers Retirement System | 144,986 | $6.84M | 0.01% | +2,205+1.5% | Added |
| PGGM Investments | 139,736 | $6.59M | 0.09% | −2,270−1.6% | Reduced |
| Treasurer of the State of North Carolina | 138,976 | $6.55M | 0.03% | −3,790−2.7% | Reduced |
| Summit Global Investments | 138,740 | $6.54M | 0.41% | +121,621+710.4% | Added |
| Mn Services Vermogensbeheer B.V. | 138,500 | $6.53M | 0.04% | +8,300+6.4% | Added |
| Kempner Capital Management Inc. | 135,385 | $6.39M | 3.51% | −23,987−15.1% | Reduced |
| Asset Management One Co.,Ltd. | 134,165 | $6.37M | 0.02% | −26,873−16.7% | Reduced |
| Benson Investment Management Company, Inc. | 129,225 | $6.10M | 2.53% | −1,275−1.0% | Reduced |
| National Bank of Canada | 128,802 | $6.08M | 0.01% | −44,104−25.5% | Reduced |
| Vident Advisory, LLC | 125,308 | $5.91M | 0.10% | +19,145+18.0% | Added |
| Adage Capital Partners GP, L.L.C. | 125,000 | $5.90M | 0.01% | +25,000+25.0% | Added |
| State of Tennessee, Treasury Department | 124,458 | $5.87M | 0.02% | −3,512−2.7% | Reduced |
| Jessup Wealth Management, Inc | 123,389 | $5.82M | 2.48% | −8,476−6.4% | Reduced |
| ExodusPoint Capital Management, LP | 123,341 | $5.82M | 0.06% | +96,295+356.0% | Added |
| Pinebridge Investments, L.P. | 123,022 | $5.80M | 0.04% | +25,752+26.5% | Added |
| Uniplan Investment Counsel, Inc. | 120,524 | $5.69M | 0.53% | +1,367+1.1% | Added |
| Yousif Capital Management, LLC | 115,383 | $5.44M | 0.06% | −6,349−5.2% | Reduced |
| Royal London Asset Management Ltd | 114,199 | $5.39M | 0.01% | +879+0.8% | Added |
| Kendall Capital Management | 113,804 | $5.37M | 1.57% | −1,395−1.2% | Reduced |
| State of New Jersey Common Pension Fund D | 113,367 | $5.35M | 0.02% | 00.0% | Unchanged |
| Danske Bank A/S | 111,356 | $5.25M | 0.02% | +16,403+17.3% | Added |
| Public Employees Retirement System of Ohio | 108,571 | $5.12M | 0.02% | −10,091−8.5% | Reduced |
| KLP Kapitalforvaltning AS | 108,000 | $5.09M | 0.02% | +108,000 | New |
| Bain Capital Public Equity, LP | 104,514 | $4.93M | 3.29% | −19,818−15.9% | Reduced |
| Assenagon Asset Management S.A. | 101,502 | $4.79M | 0.01% | −61,847−37.9% | Reduced |
| Richard Bernstein Advisors LLC | 99,859 | $4.71M | 0.11% | 00.0% | Unchanged |
| Teachers Retirement System of the State of Kentucky | 99,290 | $4.68M | 0.04% | −4,930−4.7% | Reduced |
| Rockefeller Capital Management L.P. | 98,510 | $4.65M | 0.01% | −5,869−5.6% | Reduced |
| Arizona State Retirement System | 92,012 | $4.34M | 0.03% | −1,170−1.3% | Reduced |
| Resona Asset Management Co.,Ltd. | 91,764 | $4.33M | 0.03% | −6,862−7.0% | Reduced |
| Pacer Advisors, Inc. | 90,485 | $4.27M | 0.01% | +43,837+94.0% | Added |
| QRG Capital Management, Inc. | 88,301 | $4.17M | 0.04% | +4,269+5.1% | Added |
| Xponance, Inc. | 87,149 | $4.11M | 0.04% | +4,775+5.8% | Added |
| Louisiana State Employees Retirement System | 87,000 | $4.10M | 0.08% | −1,600−1.8% | Reduced |
| IFM Investors Pty Ltd | 86,959 | $4.10M | 0.04% | −2,681−3.0% | Reduced |
| Police & Firemen's Retirement System of New Jersey | 86,393 | $4.08M | 0.04% | +86,393 | New |
| Point72 Europe (London) LLP | 85,800 | $4.05M | 0.23% | +18,451+27.4% | Added |
| Lighthouse Investment Partners, LLC | 85,364 | $4.03M | 0.16% | +61,763+261.7% | Added |
| Caisse des Depots Et Consignations | 84,585 | $3.99M | 0.20% | +84,585 | New |
| Toronto Dominion Bank | 84,148 | $3.97M | 0.01% | +39,354+87.9% | Added |
| Quantbot Technologies LP | 84,079 | $3.97M | 0.14% | −22,496−21.1% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 83,622 | $3.93M | 0.02% | +4,344+5.5% | Added |
| Qsemble Capital Management, LP | 82,660 | $3.90M | 0.52% | +4,204+5.4% | Added |
| Keeley-Teton Advisors, LLC | 81,195 | $3.83M | 0.44% | −10,612−11.6% | Reduced |
| Ethic Inc. | 81,020 | $3.82M | 0.08% | +5,951+7.9% | Added |
| Cinctive Capital Management LP | 80,074 | $3.78M | 0.20% | +80,074 | New |
| Mercer Global Advisors Inc | 79,846 | $3.77M | 0.01% | +79,846 | New |
| Mirae Asset Global Investments Co., Ltd. | 79,693 | $3.75M | 0.02% | +38,512+93.5% | Added |
| State of Michigan Retirement System | 78,586 | $3.71M | 0.02% | −2,900−3.6% | Reduced |
| Handelsbanken Fonder AB | 76,300 | $3.60M | 0.01% | 00.0% | Unchanged |
| Alaska Permanent Fund Corp | 75,719 | $3.57M | 0.05% | 00.0% | Unchanged |
| NFC Investments, LLC | 75,000 | $3.54M | 0.98% | +75,000 | New |
| Intech Investment Management LLC | 72,541 | $3.42M | 0.03% | +11,450+18.7% | Added |
| Steamboat Capital Partners, LLC | 71,938 | $3.39M | 1.05% | −1,542−2.1% | Reduced |
| MUFG Securities EMEA plc | 70,999 | $3.35M | 0.06% | +70,999 | New |
| Standard Life Aberdeen plc | 70,649 | $3.34M | 0.01% | −13,921−16.5% | Reduced |
| First National Bank of Omaha | 70,717 | $3.34M | 0.22% | −4,072−5.4% | Reduced |
| Natixis Advisors, L.P. | 69,871 | $3.30M | 0.01% | +36,550+109.7% | Added |
| Northwestern Mutual Investment Management Company, LLC | 69,639 | $3.28M | 0.07% | −1,302−1.8% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,202 | $3.26M | 0.02% | −1,284−1.8% | Reduced |
| Stephens Inc | 68,734 | $3.24M | 0.05% | −2,286−3.2% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 68,469 | $3.23M | 0.02% | +68,469 | New |
| Worldquant Millennium Advisors LLC | 67,728 | $3.19M | 0.02% | +67,728 | New |
| New Mexico Educational Retirement Board | 65,500 | $3.09M | 0.10% | 00.0% | Unchanged |
| First National Advisers, LLC | 65,084 | $3.07M | 0.50% | +3,174+5.1% | Added |