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 |
|---|---|---|---|---|---|
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $1.67M | 0.02% | −262−0.8% | Reduced |
| Summit Global Investments | 32,712 | $1.70M | 0.12% | −106,028−76.4% | Reduced |
| Bridgewater Associates, LP | 32,880 | $1.71M | 0.01% | +7,926+31.8% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,397 | $1.74M | 0.02% | −3,700−10.0% | Reduced |
| JustInvest LLC | 33,798 | $1.76M | 0.03% | +1,890+5.9% | Added |
| New York Life Investment Management LLC | 34,523 | $1.80M | 0.02% | −692−2.0% | Reduced |
| OP Asset Management Ltd | 34,639 | $1.80M | 0.03% | +34,639 | New |
| Wealth Enhancement Advisory Services, LLC | 34,841 | $1.81M | 0.00% | +7,240+26.2% | Added |
| State of Alaska, Department of Revenue | 36,315 | $1.89M | 0.02% | +590+1.7% | Added |
| TD Asset Management Inc | 36,646 | $1.91M | 0.00% | +3,961+12.1% | Added |
| EJF Capital LLC | 37,400 | $1.95M | 1.24% | +6,885+22.6% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 37,500 | $1.95M | 0.03% | +37,500 | New |
| Verition Fund Management LLC | 37,672 | $1.96M | 0.01% | +6,351+20.3% | Added |
| Bank of Montreal | 37,921 | $1.98M | 0.00% | −391,845−91.2% | Reduced |
| Nissay Asset Management Corp | 38,406 | $2.00M | 0.01% | −211−0.5% | Reduced |
| Nisa Investment Advisors, LLC | 38,921 | $2.03M | 0.01% | +25,101+181.6% | Added |
| Icon Advisers Inc | 39,200 | $2.04M | 0.48% | 00.0% | Unchanged |
| Cerity Partners LLC | 39,469 | $2.06M | 0.00% | +16,587+72.5% | Added |
| Mackenzie Financial Corp | 39,478 | $2.06M | 0.00% | +6,237+18.8% | Added |
| Ellsworth Advisors, LLC | 40,111 | $2.09M | 0.55% | +1,004+2.6% | Added |
| Cetera Investment Advisers | 40,192 | $2.09M | 0.00% | +40,192 | New |
| Manning & Napier Advisors LLC | 40,289 | $2.10M | 0.03% | +40,289 | New |
| KBC Group NV | 40,378 | $2.10M | 0.01% | +39+0.1% | Added |
| Legacy Wealth Management, LLC | 40,605 | $2.12M | 0.69% | 00.0% | Unchanged |
| Daiwa Securities Group Inc. | 40,693 | $2.12M | 0.01% | −10,282−20.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $2.12M | 0.04% | −104−0.3% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $2.15M | 0.03% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 41,228 | $2.15M | 0.01% | −3,055−6.9% | Reduced |
| Diversified Trust Co | 42,276 | $2.20M | 0.05% | +14,380+51.5% | Added |
| CAPROCK Group, Inc. | 42,322 | $2.20M | 0.07% | −7,437−14.9% | Reduced |
| Quantessence Capital LLC | 42,802 | $2.23M | 0.56% | +37,380+689.4% | Added |
| Sciencast Management LP | 43,405 | $2.26M | 0.52% | +43,405 | New |
| Bastion Asset Management Inc. | 43,845 | $2.27M | 1.22% | +902+2.1% | Added |
| Donoghue Forlines LLC | 43,779 | $2.28M | 0.72% | +43,779 | New |
| National Bank of Canada | 43,939 | $2.29M | 0.00% | −84,863−65.9% | Reduced |
| Omers Administration Corp | 43,945 | $2.29M | 0.02% | +29,893+212.7% | Added |
| Prudential PLC | 44,537 | $2.32M | 0.01% | −5,575−11.1% | Reduced |
| Teacher Retirement System of Texas | 45,842 | $2.39M | 0.01% | +45,842 | New |
| Alerus Financial NA | 46,560 | $2.43M | 0.19% | +46,560 | New |
| Credit Agricole S A | 46,567 | $2.43M | 0.01% | −1,618−3.4% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,143 | $2.44M | 0.03% | −2,324−4.7% | Reduced |
| Toronto Dominion Bank | 47,040 | $2.45M | 0.01% | −37,108−44.1% | Reduced |
| CI Private Wealth, LLC | 47,432 | $2.47M | 0.00% | −1,114−2.3% | Reduced |
| M&T Bank Corp | 47,581 | $2.48M | 0.01% | +5,258+12.4% | Added |
| Investment Management Corp of Ontario | 47,730 | $2.49M | 0.05% | 00.0% | Unchanged |
| B. Metzler seel. Sohn & Co. AG | 47,830 | $2.49M | 0.03% | −895−1.8% | Reduced |
| Elo Mutual Pension Insurance Co | 48,776 | $2.54M | 0.06% | +15,398+46.1% | Added |
| Oak Thistle LLC | 49,886 | $2.60M | 0.52% | +49,886 | New |
| Ieq Capital, LLC | 50,114 | $2.61M | 0.02% | +20,001+66.4% | Added |
| Utah Retirement Systems | 52,084 | $2.71M | 0.03% | −272−0.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 52,636 | $2.74M | 0.01% | −1,959−3.6% | Reduced |
| First National Advisers, LLC | 52,993 | $2.76M | 0.44% | −12,091−18.6% | Reduced |
| First National Bank of Omaha | 54,157 | $2.82M | 0.19% | −16,560−23.4% | Reduced |
| Pinebridge Investments, L.P. | 54,965 | $2.86M | 0.02% | −68,057−55.3% | Reduced |
| Quantinno Capital Management LP | 56,138 | $2.92M | 0.02% | +13,321+31.1% | Added |
| Prudential Financial Inc | 57,381 | $2.99M | 0.00% | −200,834−77.8% | Reduced |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,905 | $3.02M | 0.01% | +26,165+82.4% | Added |
| Lecap Asset Management Ltd | 57,900 | $3.02M | 0.70% | +48,771+534.2% | Added |
| Cinctive Capital Management LP | 58,939 | $3.07M | 0.24% | −21,135−26.4% | Reduced |
| Searle & Co. | 59,467 | $3.10M | 0.88% | 00.0% | Unchanged |
| British Columbia Investment Management Corp | 59,947 | $3.12M | 0.02% | −761−1.3% | Reduced |
| Ameritas Investment Partners, Inc. | 60,974 | $3.18M | 0.11% | −1,786−2.8% | Reduced |
| ExodusPoint Capital Management, LP | 62,140 | $3.24M | 0.04% | −61,201−49.6% | Reduced |
| Oregon Public Employees Retirement Fund | 62,877 | $3.28M | 0.06% | −900−1.4% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $3.31M | 0.01% | +16,332+34.6% | Added |
| DekaBank Deutsche Girozentrale | 65,484 | $3.31M | 0.01% | +1,104+1.7% | Added |
| New Mexico Educational Retirement Board | 65,500 | $3.41M | 0.12% | 00.0% | Unchanged |
| BTC Capital Management, Inc. | 66,217 | $3.45M | 0.32% | +11,202+20.4% | Added |
| Stephens Inc | 67,137 | $3.50M | 0.05% | −1,597−2.3% | Reduced |
| Qsemble Capital Management, LP | 68,064 | $3.55M | 0.38% | −14,596−17.7% | Reduced |
| Northwestern Mutual Investment Management Company, LLC | 68,904 | $3.59M | 0.06% | −735−1.1% | Reduced |
| Lansforsakringar Fondforvaltning AB (publ) | 69,548 | $3.62M | 0.02% | +1,079+1.6% | Added |
| Jefferies Financial Group Inc. | 70,462 | $3.67M | 0.06% | +70,462 | New |
| Mesirow Financial Investment Management, Inc. | 70,824 | $3.69M | 0.07% | +35,425+100.1% | Added |
| LPL Financial LLC | 71,414 | $3.72M | 0.00% | +10,089+16.5% | Added |
| Alaska Permanent Fund Corp | 75,719 | $3.74M | 0.05% | 00.0% | Unchanged |
| Macquarie Group Ltd | 72,731 | $3.79M | 0.00% | −108,579−59.9% | Reduced |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,079 | $3.86M | 0.02% | +4,877+7.0% | Added |
| NFC Investments, LLC | 75,000 | $3.91M | 1.16% | 00.0% | Unchanged |
| Handelsbanken Fonder AB | 76,300 | $3.97M | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 77,963 | $4.06M | 1.49% | +77,963 | New |
| State of Michigan Retirement System | 78,586 | $4.09M | 0.02% | 00.0% | Unchanged |
| Keeley-Teton Advisors, LLC | 79,187 | $4.12M | 0.50% | −2,008−2.5% | Reduced |
| Public Sector Pension Investment Board | 80,000 | $4.17M | 0.02% | +80,000 | New |
| Assenagon Asset Management S.A. | 82,384 | $4.29M | 0.01% | −19,118−18.8% | Reduced |
| Ethic Inc. | 83,674 | $4.38M | 0.09% | +2,654+3.3% | Added |
| Xponance, Inc. | 84,280 | $4.39M | 0.04% | −2,869−3.3% | Reduced |
| Natixis Advisors, L.P. | 85,255 | $4.44M | 0.01% | +15,384+22.0% | Added |
| Police & Firemen's Retirement System of New Jersey | 86,389 | $4.50M | 0.05% | −40.0% | Reduced |
| Brevan Howard Capital Management LP | 86,627 | $4.51M | 0.13% | +64,994+300.4% | Added |
| Louisiana State Employees Retirement System | 86,800 | $4.52M | 0.09% | −200−0.2% | Reduced |
| IFM Investors Pty Ltd | 86,959 | $4.53M | 0.05% | 00.0% | Unchanged |
| AXA S.A. | 87,338 | $4.55M | 0.01% | +87,338 | New |
| Mercer Global Advisors Inc | 87,447 | $4.56M | 0.01% | +7,601+9.5% | Added |
| QRG Capital Management, Inc. | 88,561 | $4.61M | 0.05% | +260+0.3% | Added |
| Rockefeller Capital Management L.P. | 89,463 | $4.66M | 0.01% | −9,047−9.2% | Reduced |
| New Vernon Investment Management LLC | 89,799 | $4.68M | 6.26% | +83,231+1,267.2% | Added |
| Arizona State Retirement System | 90,613 | $4.72M | 0.03% | −1,399−1.5% | Reduced |
| Edgestream Partners, L.P. | 91,731 | $4.78M | 0.16% | +68,513+295.1% | Added |
| Susquehanna International Group, LLP | 92,147 | $4.80M | 0.01% | +32,358+54.1% | Added |