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
- 573
- +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
- 214 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 |
|---|---|---|---|---|---|
| SG Americas Securities, LLC | 92,677 | $4.83M | 0.02% | +72,997+370.9% | Added |
| Kempner Capital Management Inc. | 94,779 | $4.94M | 2.78% | −40,606−30.0% | Reduced |
| Richard Bernstein Advisors LLC | 95,894 | $5.00M | 0.12% | −3,965−4.0% | Reduced |
| Public Employees Retirement System of Ohio | 96,218 | $5.01M | 0.02% | −12,353−11.4% | Reduced |
| Resona Asset Management Co.,Ltd. | 96,774 | $5.04M | 0.03% | +5,010+5.5% | Added |
| State of New Jersey Common Pension Fund D | 97,283 | $5.07M | 0.02% | −16,084−14.2% | Reduced |
| Teachers Retirement System of the State of Kentucky | 99,290 | $5.17M | 0.05% | 00.0% | Unchanged |
| Caisse de Depot Et Placement du Quebec | 103,170 | $5.37M | 0.01% | +103,170 | New |
| Caisse des Depots Et Consignations | 105,228 | $5.48M | 0.26% | +20,643+24.4% | Added |
| Tudor Investment Corp Et Al | 106,599 | $5.55M | 0.05% | +101,645+2,051.8% | Added |
| KLP Kapitalforvaltning AS | 108,000 | $5.63M | 0.03% | 00.0% | Unchanged |
| Winton Group Ltd | 111,024 | $5.78M | 0.35% | +111,024 | New |
| Yousif Capital Management, LLC | 111,255 | $5.80M | 0.07% | −4,128−3.6% | Reduced |
| Vident Advisory, LLC | 112,054 | $5.84M | 0.09% | −13,254−10.6% | Reduced |
| Danske Bank A/S | 114,273 | $5.95M | 0.02% | +2,917+2.6% | Added |
| Kendall Capital Management | 115,139 | $6.00M | 1.76% | +1,335+1.2% | Added |
| Uniplan Investment Counsel, Inc. | 116,009 | $6.04M | 0.59% | −4,515−3.7% | Reduced |
| Lighthouse Investment Partners, LLC | 116,353 | $6.06M | 0.28% | +30,989+36.3% | Added |
| Trexquant Investment LP | 119,733 | $6.24M | 0.07% | +78,624+191.3% | Added |
| Empowered Funds, LLC | 122,328 | $6.37M | 0.09% | +113,495+1,284.9% | Added |
| Mn Services Vermogensbeheer B.V. | 123,500 | $6.43M | 0.05% | −15,000−10.8% | Reduced |
| Benson Investment Management Company, Inc. | 124,107 | $6.46M | 2.81% | −5,118−4.0% | Reduced |
| State of Tennessee, Treasury Department | 124,458 | $6.48M | 0.02% | 00.0% | Unchanged |
| Mediolanum International Funds Ltd | 127,360 | $6.58M | 0.09% | +100,797+379.5% | Added |
| Livforsakringsbolaget Skandia, Omsesidigt | 127,100 | $6.62M | 0.37% | +62,800+97.7% | Added |
| La Banque Postale Asset Management SA | 132,891 | $6.92M | 0.11% | −28,571−17.7% | Reduced |
| Jessup Wealth Management, Inc | 133,225 | $6.94M | 2.92% | +9,836+8.0% | Added |
| Royal London Asset Management Ltd | 138,746 | $7.23M | 0.02% | +24,547+21.5% | Added |
| Virginia Retirement Systems Et Al | 139,500 | $7.27M | 0.05% | +139,500 | New |
| PGGM Investments | 139,736 | $7.28M | 0.10% | 00.0% | Unchanged |
| Great Lakes Advisors, LLC | 142,118 | $7.40M | 0.07% | +142,118 | New |
| Treasurer of the State of North Carolina | 142,986 | $7.45M | 0.03% | +4,010+2.9% | Added |
| Skandinaviska Enskilda Banken AB (publ) | 144,668 | $7.54M | 0.04% | +61,046+73.0% | Added |
| APG Asset Management N.V. | 159,500 | $7.69M | 0.02% | −5,400−3.3% | Reduced |
| Amalgamated Bank | 148,240 | $7.72M | 0.07% | −5,870−3.8% | Reduced |
| Oppenheimer Asset Management Inc. | 148,279 | $7.72M | 0.10% | −55,781−27.3% | Reduced |
| Swiss Life Asset Management Ltd | 148,455 | $7.73M | 0.06% | +109,546+281.5% | Added |
| Asset Management One Co.,Ltd. | 154,482 | $8.05M | 0.03% | +20,317+15.1% | Added |
| Brown Advisory Inc | 157,167 | $8.19M | 0.01% | +157,167 | New |
| Comerica Bank | 159,494 | $8.31M | 0.03% | −11,987−7.0% | Reduced |
| Mutual of America Capital Management LLC | 159,502 | $8.31M | 0.10% | −6,016−3.6% | Reduced |
| South Dakota Investment Council | 162,383 | $8.46M | 0.17% | +162,383 | New |
| Forsta Ap-Fonden | 166,500 | $8.67M | 0.07% | +105,100+171.2% | Added |
| Gillson Capital LP | 172,237 | $8.97M | 0.77% | −137,429−44.4% | Reduced |
| Standard Life Aberdeen plc | 176,067 | $9.17M | 0.02% | +105,418+149.2% | Added |
| Foster & Motley Inc | 176,869 | $9.21M | 0.58% | +2,726+1.6% | Added |
| Algert Global LLC | 177,368 | $9.24M | 0.23% | −92,872−34.4% | Reduced |
| BNP Paribas Arbitrage, SA | 178,261 | $9.29M | 0.01% | −964,993−84.4% | Reduced |
| Korea Investment CORP | 184,191 | $9.59M | 0.02% | −93,100−33.6% | Reduced |
| Bank of Nova Scotia | 184,388 | $9.60M | 0.02% | +132,453+255.0% | Added |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,648 | $9.67M | 0.02% | −3,227−1.7% | Reduced |
| MetLife Investment Management | 185,734 | $9.67M | 0.05% | −4,872−2.6% | Reduced |
| New York State Teachers Retirement System | 187,844 | $9.79M | 0.02% | +42,858+29.6% | Added |
| Pictet Asset Management Holding SA | 190,922 | $9.95M | 0.01% | −54,157−22.1% | Reduced |
| New York State Common Retirement Fund | 197,500 | $10.3M | 0.02% | −6,808−3.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 197,994 | $10.3M | 0.12% | +186,943+1,691.6% | Added |
| State of Wisconsin Investment Board | 215,414 | $11.2M | 0.03% | +18,957+9.6% | Added |
| Two Sigma Investments, LP | 216,765 | $11.3M | 0.02% | +31,119+16.8% | Added |
| BW Gestao de Investimentos Ltda. | 216,943 | $11.3M | 1.28% | +216,943 | New |
| Aviva PLC | 219,029 | $11.4M | 0.03% | +27,286+14.2% | Added |
| Nomura Asset Management Co Ltd | 222,902 | $11.6M | 0.04% | +47,597+27.2% | Added |
| CBOE Vest Financial, LLC | 227,735 | $11.9M | 0.18% | −524,356−69.7% | Reduced |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 237,969 | $12.4M | 0.36% | +1,722+0.7% | Added |
| Parkwood LLC | 240,860 | $12.5M | 1.23% | +12,170+5.3% | Added |
| Thrivent Financial for Lutherans | 242,288 | $12.6M | 0.03% | −54,911−18.5% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,818 | $12.9M | 0.01% | +1,498+0.6% | Added |
| Steamboat Capital Partners, LLC | 250,000 | $13.0M | 3.94% | +178,062+247.5% | Added |
| Envestnet Asset Management Inc | 257,526 | $13.4M | 0.00% | +69,011+36.6% | Added |
| Polar Capital Holdings Plc | 265,146 | $13.8M | 0.09% | +68,240+34.7% | Added |
| Natixis | 274,603 | $14.1M | 0.08% | +3,246+1.2% | Added |
| O'Shaughnessy Asset Management, LLC | 280,374 | $14.6M | 0.12% | +99,716+55.2% | Added |
| LSV Asset Management | 284,300 | $14.8M | 0.04% | −4,400−1.5% | Reduced |
| Two Sigma Advisers, LP | 288,100 | $15.0M | 0.03% | +46,900+19.4% | Added |
| TCW Group Inc | 301,131 | $15.7M | 0.14% | +154,191+104.9% | Added |
| Alliancebernstein L.P. | 314,884 | $16.4M | 0.01% | −9,549−2.9% | Reduced |
| Barclays PLC | 318,262 | $16.6M | 0.01% | −303,793−48.8% | Reduced |
| Community Trust & Investment Co | 319,013 | $16.6M | 1.06% | −4,784−1.5% | Reduced |
| Callodine Capital Management, LP | 320,289 | $16.7M | 2.78% | +320,289 | New |
| Royal Bank of Canada | 329,454 | $17.2M | 0.00% | +63,162+23.7% | Added |
| Robeco Institutional Asset Management B.V. | 331,824 | $17.3M | 0.03% | −83,750−20.2% | Reduced |
| Corebridge Financial, Inc. | 345,759 | $18.0M | 0.10% | −12,439−3.5% | Reduced |
| Citigroup Inc | 364,015 | $19.0M | 0.01% | −71,353−16.4% | Reduced |
| Lazard Asset Management LLC | 370,068 | $19.3M | 0.03% | +93,345+33.7% | Added |
| Algebris (UK) Ltd | 402,273 | $19.4M | 3.53% | −263,766−39.6% | Reduced |
| Retirement Systems of Alabama | 377,186 | $19.6M | 0.08% | −3,805−1.0% | Reduced |
| State Board of Administration of Florida Retirement System | 391,695 | $20.4M | 0.04% | −25,780−6.2% | Reduced |
| National Pension Service | 397,607 | $20.7M | 0.02% | +517+0.1% | Added |
| Victory Capital Management Inc | 419,903 | $21.9M | 0.02% | +165,922+65.3% | Added |
| Four Tree Island Advisory LLC | 421,462 | $22.0M | 15.42% | +15,612+3.8% | Added |
| Neuberger Berman Group LLC | 428,631 | $22.3M | 0.02% | +367,741+603.9% | Added |
| American Century Companies Inc | 451,709 | $23.5M | 0.01% | +83,003+22.5% | Added |
| Mitsubishi UFJ Trust & Banking Corp | 461,875 | $24.1M | 0.06% | +25,659+5.9% | Added |
| Voya Investment Management LLC | 471,318 | $24.6M | 0.03% | +14,038+3.1% | Added |
| DnB Asset Management AS | 471,714 | $24.6M | 0.11% | +100,939+27.2% | Added |
| Great West Life Assurance Co | 473,481 | $24.7M | 0.04% | −5,668−1.2% | Reduced |
| Philadelphia Financial Management of San Francisco, LLC | 474,225 | $24.7M | 5.49% | +474,225 | New |
| Allianz Asset Management GmbH | 524,934 | $27.3M | 0.04% | −118,699−18.4% | Reduced |
| Poplar Forest Capital LLC | 526,779 | $27.4M | 4.88% | −148,852−22.0% | Reduced |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 552,873 | $28.8M | 0.08% | +121,813+28.3% | Added |
| Jane Street Group, LLC | 553,945 | $28.9M | 0.05% | +525,669+1,859.1% | Added |