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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | $3.03M | 0.16% | 00.0% | Unchanged |
| Oregon Public Employees Retirement Fund | 63,777 | $3.01M | 0.06% | −1,023−1.6% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $2.99M | 0.01% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 62,760 | $2.96M | 0.10% | −2,842−4.3% | Reduced |
| Forsta Ap-Fonden | 61,400 | $2.90M | 0.02% | −2,100−3.3% | Reduced |
| LPL Financial LLC | 61,325 | $2.89M | 0.00% | +5,724+10.3% | Added |
| Neuberger Berman Group LLC | 60,890 | $2.87M | 0.00% | −1,519−2.4% | Reduced |
| British Columbia Investment Management Corp | 60,708 | $2.86M | 0.02% | +6,430+11.8% | Added |
| Susquehanna International Group, LLP | 59,789 | $2.82M | 0.00% | +39,613+196.3% | Added |
| Searle & Co. | 59,467 | $2.81M | 0.81% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 58,365 | $2.75M | 0.11% | +663+1.1% | Added |
| Generali Asset Management SPA SGR | 57,008 | $2.69M | 0.07% | +57,008 | New |
| BTC Capital Management, Inc. | 55,015 | $2.60M | 0.24% | −5,630−9.3% | Reduced |
| Federation des caisses Desjardins du Quebec | 54,595 | $2.58M | 0.01% | −15,236−21.8% | Reduced |
| Utah Retirement Systems | 52,356 | $2.47M | 0.03% | −1,700−3.1% | Reduced |
| Bank of Nova Scotia | 51,935 | $2.45M | 0.00% | +36,834+243.9% | Added |
| Daiwa Securities Group Inc. | 50,975 | $2.40M | 0.01% | +20,382+66.6% | Added |
| New Vernon Investment Management LLC | 6,568 | $2.38M | 4.04% | −75,920−92.0% | Reduced |
| Prudential PLC | 50,112 | $2.36M | 0.01% | −52,712−51.3% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 49,467 | $2.36M | 0.03% | +9,355+23.3% | Added |
| Nomura Holdings Inc | 49,831 | $2.35M | 0.01% | +49,831 | New |
| CAPROCK Group, Inc. | 49,759 | $2.35M | 0.08% | +49,759 | New |
| B. Metzler seel. Sohn & Co. AG | 48,725 | $2.30M | 0.02% | +1,751+3.7% | Added |
| CI Private Wealth, LLC | 48,546 | $2.29M | 0.00% | −1,673−3.3% | Reduced |
| Credit Agricole S A | 48,185 | $2.27M | 0.01% | +2,869+6.3% | Added |
| Investment Management Corp of Ontario | 47,730 | $2.25M | 0.07% | +27,690+138.2% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 47,168 | $2.22M | 0.00% | +31,017+192.0% | Added |
| Candriam Luxembourg S.C.A. | 44,283 | $2.09M | 0.01% | +17,617+66.1% | Added |
| Quantinno Capital Management LP | 42,817 | $2.02M | 0.02% | +17,095+66.5% | Added |
| Bastion Asset Management Inc. | 42,943 | $2.02M | 1.34% | +42,943 | New |
| M&T Bank Corp | 42,323 | $2.00M | 0.01% | +3,605+9.3% | Added |
| Westbourne Investments, Inc. | 41,255 | $1.95M | 1.15% | +41,255 | New |
| Illinois Municipal Retirement Fund | 41,213 | $1.94M | 0.03% | 00.0% | Unchanged |
| Trexquant Investment LP | 41,109 | $1.94M | 0.02% | −245,800−85.7% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,832 | $1.93M | 0.03% | −120.0% | Reduced |
| Legacy Wealth Management, LLC | 40,605 | $1.92M | 0.76% | −265−0.6% | Reduced |
| KBC Group NV | 40,339 | $1.90M | 0.01% | −9,318−18.8% | Reduced |
| Concentric Capital Strategies, LP | 39,202 | $1.85M | 0.12% | +39,202 | New |
| Icon Advisers Inc | 39,200 | $1.85M | 0.42% | 00.0% | Unchanged |
| Ellsworth Advisors, LLC | 39,107 | $1.84M | 0.48% | +3,317+9.3% | Added |
| Nissay Asset Management Corp | 38,617 | $1.83M | 0.01% | −876−2.2% | Reduced |
| Swiss Life Asset Management Ltd | 38,909 | $1.83M | 0.01% | +38,909 | New |
| New Age Alpha Advisors, LLC | 38,307 | $1.81M | 0.07% | +38,307 | New |
| STRS Ohio | 37,901 | $1.79M | 0.01% | +558+1.5% | Added |
| Allspring Global Investments Holdings, LLC | 37,422 | $1.78M | 0.00% | +30,570+446.1% | Added |
| Schonfeld Strategic Advisors LLC | 37,642 | $1.78M | 0.01% | −11,426−23.3% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,097 | $1.75M | 0.02% | −56,100−60.2% | Reduced |
| State of Alaska, Department of Revenue | 35,725 | $1.69M | 0.02% | −1,415−3.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 35,399 | $1.67M | 0.03% | +140.0% | Added |
| New York Life Investment Management LLC | 35,215 | $1.66M | 0.02% | −4,702−11.8% | Reduced |
| Elo Mutual Pension Insurance Co | 33,378 | $1.57M | 0.03% | +4,498+15.6% | Added |
| Mackenzie Financial Corp | 33,241 | $1.57M | 0.00% | −3,428−9.3% | Reduced |
| DRW Securities, LLC | 32,700 | $1.54M | 0.10% | +32,700 | New |
| TD Asset Management Inc | 32,685 | $1.54M | 0.00% | +3,845+13.3% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $1.52M | 0.02% | 00.0% | Unchanged |
| JustInvest LLC | 31,908 | $1.51M | 0.02% | +617+2.0% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,740 | $1.50M | 0.00% | +44+0.1% | Added |
| Crestline Management, LP | 31,541 | $1.49M | 0.05% | +7,219+29.7% | Added |
| Verition Fund Management LLC | 31,321 | $1.48M | 0.01% | +19,912+174.5% | Added |
| EJF Capital LLC | 30,515 | $1.44M | 0.99% | 00.0% | Unchanged |
| Redwood Investment Management, LLC | 30,264 | $1.43M | 0.14% | −5,089−14.4% | Reduced |
| Ieq Capital, LLC | 30,113 | $1.42M | 0.01% | +30,113 | New |
| Integrated Advisors Network LLC | 30,022 | $1.42M | 0.07% | −588−1.9% | Reduced |
| Ritholtz Wealth Management | 28,853 | $1.36M | 0.04% | +3,843+15.4% | Added |
| Clearstead Advisors, LLC | 28,301 | $1.33M | 0.02% | −769−2.6% | Reduced |
| Jane Street Group, LLC | 28,276 | $1.33M | 0.00% | −65,602−69.9% | Reduced |
| Gulf International Bank (UK) Ltd | 28,044 | $1.32M | 0.03% | 00.0% | Unchanged |
| Diversified Trust Co | 27,896 | $1.32M | 0.03% | +6,336+29.4% | Added |
| Bridgefront Capital, LLC | 27,729 | $1.31M | 0.44% | −7,048−20.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 27,601 | $1.30M | 0.00% | +20,095+267.7% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.26M | 0.01% | 00.0% | Unchanged |
| Vise Technologies, Inc. | 26,429 | $1.25M | 0.10% | +16,039+154.4% | Added |
| AMG National Trust Bank | 26,511 | $1.25M | 0.03% | +172+0.7% | Added |
| Tredje AP-fonden | 26,411 | $1.25M | 0.01% | −26,411−50.0% | Reduced |
| Mediolanum International Funds Ltd | 26,563 | $1.25M | 0.02% | −37,293−58.4% | Reduced |
| Bridgewater Associates, LP | 24,954 | $1.18M | 0.01% | +11,540+86.0% | Added |
| Tower Research Capital LLC (TRC) | 24,853 | $1.17M | 0.02% | +16,407+194.3% | Added |
| Aigen Investment Management, LP | 24,615 | $1.16M | 0.20% | +17,607+251.2% | Added |
| Invst, LLC | 24,165 | $1.14M | 0.14% | +365+1.5% | Added |
| Securian Asset Management, Inc | 23,687 | $1.12M | 0.03% | −1,177−4.7% | Reduced |
| Janus Henderson Group PLC | 23,528 | $1.11M | 0.00% | 00.0% | Unchanged |
| Gabelli Funds LLC | 23,500 | $1.11M | 0.01% | 00.0% | Unchanged |
| Edgestream Partners, L.P. | 23,218 | $1.10M | 0.05% | −137,085−85.5% | Reduced |
| Smith Asset Management Co., LLC | 51,443 | $1.05M | 1.03% | +51,443 | New |
| HighTower Advisors, LLC | 22,206 | $1.05M | 0.00% | −10,890−32.9% | Reduced |
| Cerity Partners LLC | 22,882 | $1.04M | 0.00% | +439+2.0% | Added |
| Avanza Fonder AB | 21,680 | $1.02M | 0.03% | +21,680 | New |
| Brevan Howard Capital Management LP | 21,633 | $1.02M | 0.03% | +21,633 | New |
| Metis Global Partners, LLC | 21,202 | $1.00M | 0.03% | +6,164+41.0% | Added |
| Capital Insight Partners, LLC | 21,016 | $991.3K | 0.17% | +2,700+14.7% | Added |
| United Services Automobile Association | 20,675 | $975.2K | 0.03% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 20,000 | $943.4K | 0.03% | +1,000+5.3% | Added |
| SG Americas Securities, LLC | 19,680 | $928.0K | 0.00% | −7,832−28.5% | Reduced |
| Stifel Financial Corp | 19,570 | $923.1K | 0.00% | −2,962−13.1% | Reduced |
| Mariner, LLC | 19,421 | $916.1K | 0.00% | +854+4.6% | Added |
| Crossmark Global Holdings, Inc. | 19,176 | $904.0K | 0.02% | −258−1.3% | Reduced |
| Soapstone Management L.P. | 18,750 | $884.8K | 0.83% | −81,250−81.3% | Reduced |
| Rodgers Brothers Inc. | 18,500 | $872.6K | 0.11% | 00.0% | Unchanged |
| Avantax Advisory Services, Inc. | 18,121 | $854.7K | 0.01% | −4,133−18.6% | Reduced |
| Janney Montgomery Scott LLC | 17,936 | $846.0K | 0.00% | +448+2.6% | Added |