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 |
|---|---|---|---|---|---|
| California Public Employees Retirement System | 561,111 | $29.2M | 0.02% | −16,067−2.8% | Reduced |
| Hudson Bay Capital Management LP | 566,501 | $29.5M | 0.19% | +216,501+61.9% | Added |
| Brandywine Global Investment Management, LLC | 575,298 | $30.0M | 0.22% | +61,907+12.1% | Added |
| HRT Financial LP | 589,809 | $30.7M | 0.19% | +406,449+221.7% | Added |
| SEI Investments Co | 609,585 | $31.8M | 0.04% | +187,212+44.3% | Added |
| California State Teachers Retirement System | 609,858 | $31.8M | 0.04% | −1,603−0.3% | Reduced |
| Bruni J V & Co | 629,047 | $32.8M | 3.81% | +629,047 | New |
| Storebrand Asset Management AS | 646,865 | $33.7M | 0.11% | −258,241−28.5% | Reduced |
| Manufacturers Life Insurance Company, The | 650,385 | $33.9M | 0.03% | −22,692−3.4% | Reduced |
| Baird Financial Group, Inc. | 686,620 | $35.8M | 0.07% | +686,620 | New |
| Sumitomo Mitsui Trust Holdings, Inc. | 697,807 | $36.3M | 0.03% | −24,212−3.4% | Reduced |
| M.D. Sass Investors Services, Inc. | 699,064 | $36.4M | 3.21% | +155,196+28.5% | Added |
| Franklin Resources Inc | 700,627 | $36.5M | 0.01% | +74,904+12.0% | Added |
| Alyeska Investment Group, L.P. | 714,193 | $37.2M | 0.15% | −1,044,444−59.4% | Reduced |
| Wedge Capital Management L L P | 740,524 | $38.6M | 0.75% | −135,065−15.4% | Reduced |
| AustralianSuper Pty Ltd | 748,829 | $39.0M | 0.22% | +369,876+97.6% | Added |
| Deutsche Bank AG | 756,576 | $39.4M | 0.02% | −558,215−42.5% | Reduced |
| Raymond James Financial Inc | 767,829 | $40.0M | 0.02% | +133,127+21.0% | Added |
| Artemis Investment Management LLP | 777,625 | $40.5M | 0.62% | −198,301−20.3% | Reduced |
| Citadel Advisors LLC | 781,310 | $40.7M | 0.04% | +779,522+43,597.4% | Added |
| Man Group plc | 793,857 | $41.4M | 0.12% | −451,711−36.3% | Reduced |
| T. Rowe Price Investment Management, Inc. | 880,932 | $45.9M | 0.03% | +356,732+68.1% | Added |
| Swiss National Bank | 883,700 | $46.0M | 0.03% | −11,500−1.3% | Reduced |
| Wells Fargo & Company | 932,926 | $48.6M | 0.01% | +367,112+64.9% | Added |
| Russell Investments Group, Ltd. | 940,623 | $48.7M | 0.07% | −90,606−8.8% | Reduced |
| Bank of America Corp | 948,141 | $49.4M | 0.00% | +314,092+49.5% | Added |
| Rhumbline Advisers | 950,995 | $49.5M | 0.05% | −10,476−1.1% | Reduced |
| Ameriprise Financial Inc | 1,017,970 | $53.0M | 0.01% | −87,048−7.9% | Reduced |
| JPMorgan Chase & Co | 1,029,516 | $53.6M | 0.00% | +332,703+47.7% | Added |
| UBS Group AG | 1,075,906 | $56.0M | 0.01% | +211,298+24.4% | Added |
| Voloridge Investment Management, LLC | 1,094,982 | $57.0M | 0.21% | +81,419+8.0% | Added |
| Millennium Management LLC | 1,104,954 | $57.6M | 0.06% | −766,912−41.0% | Reduced |
| Los Angeles Capital Management LLC | 1,106,018 | $57.6M | 0.25% | −362,894−24.7% | Reduced |
| Ci Investments Inc. | 1,189,890 | $62.0M | 0.26% | +15,162+1.3% | Added |
| Samlyn Capital, LLC | 1,204,620 | $62.7M | 1.03% | −619,548−34.0% | Reduced |
| HSBC Holdings PLC | 1,244,858 | $64.2M | 0.04% | −576,391−31.6% | Reduced |
| Freestone Grove Partners LP | 1,242,772 | $64.7M | 0.67% | +215,178+20.9% | Added |
| Ensign Peak Advisors, Inc | 1,297,529 | $67.6M | 0.13% | +135,413+11.7% | Added |
| Legal & General Group Plc | 1,575,865 | $82.1M | 0.02% | +75,213+5.0% | Added |
| Marshall Wace, LLP | 1,812,602 | $94.4M | 0.13% | −462,437−20.3% | Reduced |
| Federated Hermes, Inc. | 1,861,576 | $97.0M | 0.21% | +745,477+66.8% | Added |
| AQR Capital Management LLC | 1,909,451 | $97.0M | 0.10% | +879,813+85.4% | Added |
| Nuveen, LLC | 1,906,689 | $99.3M | 0.03% | +1,906,689 | New |
| Amundi | 2,125,294 | $106.7M | 0.04% | −534,397−20.1% | Reduced |
| Boston Partners | 2,078,861 | $108.3M | 0.13% | +2,078,861 | New |
| Charles Schwab Investment Management Inc | 2,107,339 | $109.8M | 0.02% | −31,448−1.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 2,109,113 | $110.3M | 0.19% | +2,071,691+5,536.0% | Added |
| Goldman Sachs Group Inc | 2,328,989 | $121.3M | 0.02% | −15,531−0.7% | Reduced |
| Principal Financial Group Inc | 2,490,221 | $129.7M | 0.07% | −64,669−2.5% | Reduced |
| UBS Asset Management Americas Inc | 2,584,190 | $134.6M | 0.03% | +25,951+1.0% | Added |
| Bank of New York Mellon Corp | 3,035,946 | $158.1M | 0.03% | +6,511+0.2% | Added |
| First Trust Advisors LP | 3,056,851 | $159.2M | 0.14% | −4,783,564−61.0% | Reduced |
| FMR LLC | 3,073,520 | $160.1M | 0.01% | +2,290,402+292.5% | Added |
| Viking Global Investors LPSuperinvestorViking Global Investors | 3,279,559 | $170.8M | 0.54% | +2,515,236+329.1% | Added |
| Nordea Investment Management AB | 3,370,532 | $172.6M | 0.18% | +1,807,360+115.6% | Added |
| Morgan Stanley | 3,698,229 | $192.6M | 0.01% | −75,000−2.0% | Reduced |
| Dimensional Fund Advisors LP | 4,043,360 | $210.6M | 0.05% | −9,412−0.2% | Reduced |
| Northern Trust Corp | 4,210,016 | $219.3M | 0.03% | −32,676−0.8% | Reduced |
| Capital International Investors | 4,219,807 | $219.8M | 0.04% | +1,618,164+62.2% | Added |
| Massachusetts Financial Services Co | 4,243,570 | $221.0M | 0.07% | −47,762−1.1% | Reduced |
| Thornburg Investment Management Inc | 4,855,273 | $252.9M | 3.54% | −412,720−7.8% | Reduced |
| Conifer Management, L.L.C. | 5,000,000 | $260.4M | 39.48% | 00.0% | Unchanged |
| Acadian Asset Management LLC | 5,789,138 | $301.5M | 0.85% | +265,759+4.8% | Added |
| Geode Capital Management, LLC | 5,877,068 | $305.5M | 0.02% | +247,630+4.4% | Added |
| Pzena Investment Management LLC | 5,902,357 | $307.5M | 1.07% | −2,288,971−27.9% | Reduced |
| Invesco Ltd. | 6,950,836 | $362.1M | 0.07% | −1,138,210−14.1% | Reduced |
| Wellington Management Group LLP | 10,878,516 | $566.7M | 0.11% | +2,061,496+23.4% | Added |
| Norges Bank | 12,764,163 | $664.9M | 0.09% | −1,402,689−9.9% | Reduced |
| State Street Corp | 12,846,403 | $669.2M | 0.03% | −180,461−1.4% | Reduced |
| Canada Pension Plan Investment Board | 18,769,261 | $977.7M | 0.95% | −263,009−1.4% | Reduced |
| Price T Rowe Associates Inc | 19,708,542 | $1.03B | 0.13% | −1,569,894−7.4% | Reduced |
| BlackRock, Inc. | 30,255,952 | $1.58B | 0.03% | +527,587+1.8% | Added |
| Vanguard Group Inc | 33,855,824 | $1.76B | 0.03% | −1,781,710−5.0% | Reduced |
| Sessa Capital IM, L.P. | 0 | $0 | 0.00% | −2,554,723−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,348,880−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −900,918−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −702,849−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −422,373−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −349,064−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −165,600−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −104,514−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −85,800−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −70,999−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −67,728−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −57,008−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −49,831−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −38,307−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −37,642−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −31,541−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −27,729−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −24,165−100.0% | Sold out |
| Smith Asset Management Co., LLC | 0 | $0 | 0.00% | −51,443−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,116−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,877−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |