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, Q1 2025
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2025. 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
- 574
- +47 vs. Q4 2024
- Shares held
- 298.3M
- −1.18M (−0.4%) vs. Q4 2024
- Total value
- $15.5B
- +$1.39B (+9.9%) vs. Q4 2024
- New holders
- 98
- 215 more added
- Sold out
- 51
- 193 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,855,824 | $1.76B | 0.03% | −1,781,710−5.0% | Reduced |
| BlackRock, Inc. | 30,255,952 | $1.58B | 0.03% | +527,587+1.8% | Added |
| Price T Rowe Associates Inc | 19,708,542 | $1.03B | 0.13% | −1,569,894−7.4% | Reduced |
| Canada Pension Plan Investment Board | 18,769,261 | $977.7M | 0.95% | −263,009−1.4% | Reduced |
| State Street Corp | 12,846,403 | $669.2M | 0.03% | −180,461−1.4% | Reduced |
| Norges Bank | 12,764,163 | $664.9M | 0.09% | −1,402,689−9.9% | Reduced |
| Wellington Management Group LLP | 10,878,516 | $566.7M | 0.11% | +2,061,496+23.4% | Added |
| Invesco Ltd. | 6,950,836 | $362.1M | 0.07% | −1,138,210−14.1% | Reduced |
| Pzena Investment Management LLC | 5,902,357 | $307.5M | 1.07% | −2,288,971−27.9% | Reduced |
| Geode Capital Management, LLC | 5,877,068 | $305.5M | 0.02% | +247,630+4.4% | Added |
| Acadian Asset Management LLC | 5,789,138 | $301.5M | 0.85% | +265,759+4.8% | Added |
| Conifer Management, L.L.C. | 5,000,000 | $260.4M | 39.48% | 00.0% | Unchanged |
| Thornburg Investment Management Inc | 4,855,273 | $252.9M | 3.54% | −412,720−7.8% | Reduced |
| Massachusetts Financial Services Co | 4,243,570 | $221.0M | 0.07% | −47,762−1.1% | Reduced |
| Capital International Investors | 4,219,807 | $219.8M | 0.04% | +1,618,164+62.2% | Added |
| Northern Trust Corp | 4,210,016 | $219.3M | 0.03% | −32,676−0.8% | Reduced |
| Dimensional Fund Advisors LP | 4,043,360 | $210.6M | 0.05% | −9,412−0.2% | Reduced |
| Morgan Stanley | 3,698,229 | $192.6M | 0.01% | −75,000−2.0% | Reduced |
| Nordea Investment Management AB | 3,370,532 | $172.6M | 0.18% | +1,807,360+115.6% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,279,559 | $170.8M | 0.54% | +2,515,236+329.1% | Added |
| FMR LLC | 3,073,520 | $160.1M | 0.01% | +2,290,402+292.5% | Added |
| First Trust Advisors LP | 3,056,851 | $159.2M | 0.14% | −4,783,564−61.0% | Reduced |
| Bank of New York Mellon Corp | 3,035,946 | $158.1M | 0.03% | +6,511+0.2% | Added |
| UBS Asset Management Americas Inc | 2,584,190 | $134.6M | 0.03% | +25,951+1.0% | Added |
| Principal Financial Group Inc | 2,490,221 | $129.7M | 0.07% | −64,669−2.5% | Reduced |
| Goldman Sachs Group Inc | 2,328,989 | $121.3M | 0.02% | −15,531−0.7% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,109,113 | $110.3M | 0.19% | +2,071,691+5,536.0% | Added |
| Charles Schwab Investment Management Inc | 2,107,339 | $109.8M | 0.02% | −31,448−1.5% | Reduced |
| Boston Partners | 2,078,861 | $108.3M | 0.13% | +2,078,861 | New |
| Amundi | 2,125,294 | $106.7M | 0.04% | −534,397−20.1% | Reduced |
| Nuveen, LLC | 1,906,689 | $99.3M | 0.03% | +1,906,689 | New |
| AQR Capital Management LLC | 1,909,451 | $97.0M | 0.10% | +879,813+85.4% | Added |
| Federated Hermes, Inc. | 1,861,576 | $97.0M | 0.21% | +745,477+66.8% | Added |
| Marshall Wace, LLP | 1,812,602 | $94.4M | 0.13% | −462,437−20.3% | Reduced |
| Legal & General Group Plc | 1,575,865 | $82.1M | 0.02% | +75,213+5.0% | Added |
| Ensign Peak Advisors, Inc | 1,297,529 | $67.6M | 0.13% | +135,413+11.7% | Added |
| Freestone Grove Partners LP | 1,242,772 | $64.7M | 0.67% | +215,178+20.9% | Added |
| HSBC Holdings PLC | 1,244,858 | $64.2M | 0.04% | −576,391−31.6% | Reduced |
| Samlyn Capital, LLC | 1,204,620 | $62.7M | 1.03% | −619,548−34.0% | Reduced |
| Ci Investments Inc. | 1,189,890 | $62.0M | 0.26% | +15,162+1.3% | Added |
| Los Angeles Capital Management LLC | 1,106,018 | $57.6M | 0.25% | −362,894−24.7% | Reduced |
| Millennium Management LLC | 1,104,954 | $57.6M | 0.06% | −766,912−41.0% | Reduced |
| Voloridge Investment Management, LLC | 1,094,982 | $57.0M | 0.21% | +81,419+8.0% | Added |
| UBS Group AG | 1,075,906 | $56.0M | 0.01% | +211,298+24.4% | Added |
| JPMorgan Chase & Co | 1,029,516 | $53.6M | 0.00% | +332,703+47.7% | Added |
| Ameriprise Financial Inc | 1,017,970 | $53.0M | 0.01% | −87,048−7.9% | Reduced |
| Rhumbline Advisers | 950,995 | $49.5M | 0.05% | −10,476−1.1% | Reduced |
| Bank of America Corp | 948,141 | $49.4M | 0.00% | +314,092+49.5% | Added |
| Russell Investments Group, Ltd. | 940,623 | $48.7M | 0.07% | −90,606−8.8% | Reduced |
| Wells Fargo & Company | 932,926 | $48.6M | 0.01% | +367,112+64.9% | Added |
| Swiss National Bank | 883,700 | $46.0M | 0.03% | −11,500−1.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 880,932 | $45.9M | 0.03% | +356,732+68.1% | Added |
| Man Group plc | 793,857 | $41.4M | 0.12% | −451,711−36.3% | Reduced |
| Citadel Advisors LLC | 781,310 | $40.7M | 0.04% | +779,522+43,597.4% | Added |
| Artemis Investment Management LLP | 777,625 | $40.5M | 0.62% | −198,301−20.3% | Reduced |
| Raymond James Financial Inc | 767,829 | $40.0M | 0.02% | +133,127+21.0% | Added |
| Deutsche Bank AG | 756,576 | $39.4M | 0.02% | −558,215−42.5% | Reduced |
| AustralianSuper Pty Ltd | 748,829 | $39.0M | 0.22% | +369,876+97.6% | Added |
| Wedge Capital Management L L P | 740,524 | $38.6M | 0.75% | −135,065−15.4% | Reduced |
| Alyeska Investment Group, L.P. | 714,193 | $37.2M | 0.15% | −1,044,444−59.4% | Reduced |
| Franklin Resources Inc | 700,627 | $36.5M | 0.01% | +74,904+12.0% | Added |
| M.D. Sass Investors Services, Inc. | 699,064 | $36.4M | 3.21% | +155,196+28.5% | Added |
| Sumitomo Mitsui Trust Holdings, Inc. | 697,807 | $36.3M | 0.03% | −24,212−3.4% | Reduced |
| Baird Financial Group, Inc. | 686,620 | $35.8M | 0.07% | +686,620 | New |
| Manufacturers Life Insurance Company, The | 650,385 | $33.9M | 0.03% | −22,692−3.4% | Reduced |
| Storebrand Asset Management AS | 646,865 | $33.7M | 0.11% | −258,241−28.5% | Reduced |
| Bruni J V & Co | 629,047 | $32.8M | 3.81% | +629,047 | New |
| California State Teachers Retirement System | 609,858 | $31.8M | 0.04% | −1,603−0.3% | Reduced |
| SEI Investments Co | 609,585 | $31.8M | 0.04% | +187,212+44.3% | Added |
| HRT Financial LP | 589,809 | $30.7M | 0.19% | +406,449+221.7% | Added |
| Brandywine Global Investment Management, LLC | 575,298 | $30.0M | 0.22% | +61,907+12.1% | Added |
| Hudson Bay Capital Management LP | 566,501 | $29.5M | 0.19% | +216,501+61.9% | Added |
| California Public Employees Retirement System | 561,111 | $29.2M | 0.02% | −16,067−2.8% | Reduced |
| Jane Street Group, LLC | 553,945 | $28.9M | 0.05% | +525,669+1,859.1% | Added |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 552,873 | $28.8M | 0.08% | +121,813+28.3% | Added |
| Poplar Forest Capital LLC | 526,779 | $27.4M | 4.88% | −148,852−22.0% | Reduced |
| Allianz Asset Management GmbH | 524,934 | $27.3M | 0.04% | −118,699−18.4% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 474,225 | $24.7M | 5.49% | +474,225 | New |
| Great West Life Assurance Co | 473,481 | $24.7M | 0.04% | −5,668−1.2% | Reduced |
| DnB Asset Management AS | 471,714 | $24.6M | 0.11% | +100,939+27.2% | Added |
| Voya Investment Management LLC | 471,318 | $24.6M | 0.03% | +14,038+3.1% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 461,875 | $24.1M | 0.06% | +25,659+5.9% | Added |
| American Century Companies Inc | 451,709 | $23.5M | 0.01% | +83,003+22.5% | Added |
| Neuberger Berman Group LLC | 428,631 | $22.3M | 0.02% | +367,741+603.9% | Added |
| Four Tree Island Advisory LLC | 421,462 | $22.0M | 15.42% | +15,612+3.8% | Added |
| Victory Capital Management Inc | 419,903 | $21.9M | 0.02% | +165,922+65.3% | Added |
| National Pension Service | 397,607 | $20.7M | 0.02% | +517+0.1% | Added |
| State Board of Administration of Florida Retirement System | 391,695 | $20.4M | 0.04% | −25,780−6.2% | Reduced |
| Retirement Systems of Alabama | 377,186 | $19.6M | 0.08% | −3,805−1.0% | Reduced |
| Algebris (UK) Ltd | 402,273 | $19.4M | 3.53% | −263,766−39.6% | Reduced |
| Lazard Asset Management LLC | 370,068 | $19.3M | 0.03% | +93,345+33.7% | Added |
| Citigroup Inc | 364,015 | $19.0M | 0.01% | −71,353−16.4% | Reduced |
| Corebridge Financial, Inc. | 345,759 | $18.0M | 0.10% | −12,439−3.5% | Reduced |
| Robeco Institutional Asset Management B.V. | 331,824 | $17.3M | 0.03% | −83,750−20.2% | Reduced |
| Royal Bank of Canada | 329,454 | $17.2M | 0.00% | +63,162+23.7% | Added |
| Callodine Capital Management, LP | 320,289 | $16.7M | 2.78% | +320,289 | New |
| Community Trust & Investment Co | 319,013 | $16.6M | 1.06% | −4,784−1.5% | Reduced |
| Barclays PLC | 318,262 | $16.6M | 0.01% | −303,793−48.8% | Reduced |
| Alliancebernstein L.P. | 314,884 | $16.4M | 0.01% | −9,549−2.9% | Reduced |
| TCW Group Inc | 301,131 | $15.7M | 0.14% | +154,191+104.9% | Added |