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 | 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, 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 |
|---|---|---|---|---|---|
| Two Sigma Advisers, LP | 288,100 | $15.0M | 0.03% | +46,900+19.4% | Added |
| LSV Asset Management | 284,300 | $14.8M | 0.04% | −4,400−1.5% | Reduced |
| O'Shaughnessy Asset Management, LLC | 280,374 | $14.6M | 0.12% | +99,716+55.2% | Added |
| Natixis | 274,603 | $14.1M | 0.08% | +3,246+1.2% | Added |
| Polar Capital Holdings Plc | 265,146 | $13.8M | 0.09% | +68,240+34.7% | Added |
| Envestnet Asset Management Inc | 257,526 | $13.4M | 0.00% | +69,011+36.6% | Added |
| Steamboat Capital Partners, LLC | 250,000 | $13.0M | 3.94% | +178,062+247.5% | Added |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 246,818 | $12.9M | 0.01% | +1,498+0.6% | Added |
| Thrivent Financial for Lutherans | 242,288 | $12.6M | 0.03% | −54,911−18.5% | Reduced |
| Parkwood LLC | 240,860 | $12.5M | 1.23% | +12,170+5.3% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 237,969 | $12.4M | 0.36% | +1,722+0.7% | Added |
| CBOE Vest Financial, LLC | 227,735 | $11.9M | 0.18% | −524,356−69.7% | Reduced |
| Nomura Asset Management Co Ltd | 222,902 | $11.6M | 0.04% | +47,597+27.2% | Added |
| Aviva PLC | 219,029 | $11.4M | 0.03% | +27,286+14.2% | Added |
| BW Gestao de Investimentos Ltda. | 216,943 | $11.3M | 1.28% | +216,943 | New |
| Two Sigma Investments, LP | 216,765 | $11.3M | 0.02% | +31,119+16.8% | Added |
| State of Wisconsin Investment Board | 215,414 | $11.2M | 0.03% | +18,957+9.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 197,994 | $10.3M | 0.12% | +186,943+1,691.6% | Added |
| New York State Common Retirement Fund | 197,500 | $10.3M | 0.02% | −6,808−3.3% | Reduced |
| Pictet Asset Management Holding SA | 190,922 | $9.95M | 0.01% | −54,157−22.1% | Reduced |
| New York State Teachers Retirement System | 187,844 | $9.79M | 0.02% | +42,858+29.6% | Added |
| MetLife Investment Management | 185,734 | $9.67M | 0.05% | −4,872−2.6% | Reduced |
| Universal- Beteiligungs- und Servicegesellschaft mbH | 185,648 | $9.67M | 0.02% | −3,227−1.7% | Reduced |
| Bank of Nova Scotia | 184,388 | $9.60M | 0.02% | +132,453+255.0% | Added |
| Korea Investment CORP | 184,191 | $9.59M | 0.02% | −93,100−33.6% | Reduced |
| BNP Paribas Arbitrage, SA | 178,261 | $9.29M | 0.01% | −964,993−84.4% | Reduced |
| Algert Global LLC | 177,368 | $9.24M | 0.23% | −92,872−34.4% | Reduced |
| Foster & Motley Inc | 176,869 | $9.21M | 0.58% | +2,726+1.6% | Added |
| Standard Life Aberdeen plc | 176,067 | $9.17M | 0.02% | +105,418+149.2% | Added |
| Gillson Capital LP | 172,237 | $8.97M | 0.77% | −137,429−44.4% | Reduced |
| Forsta Ap-Fonden | 166,500 | $8.67M | 0.07% | +105,100+171.2% | Added |
| South Dakota Investment Council | 162,383 | $8.46M | 0.17% | +162,383 | New |
| Mutual of America Capital Management LLC | 159,502 | $8.31M | 0.10% | −6,016−3.6% | Reduced |
| Comerica Bank | 159,494 | $8.31M | 0.03% | −11,987−7.0% | Reduced |
| Brown Advisory Inc | 157,167 | $8.19M | 0.01% | +157,167 | New |
| Asset Management One Co.,Ltd. | 154,482 | $8.05M | 0.03% | +20,317+15.1% | Added |
| Swiss Life Asset Management Ltd | 148,455 | $7.73M | 0.06% | +109,546+281.5% | Added |
| Oppenheimer Asset Management Inc. | 148,279 | $7.72M | 0.10% | −55,781−27.3% | Reduced |
| Amalgamated Bank | 148,240 | $7.72M | 0.07% | −5,870−3.8% | Reduced |
| APG Asset Management N.V. | 159,500 | $7.69M | 0.02% | −5,400−3.3% | Reduced |
| Skandinaviska Enskilda Banken AB (publ) | 144,668 | $7.54M | 0.04% | +61,046+73.0% | Added |
| Treasurer of the State of North Carolina | 142,986 | $7.45M | 0.03% | +4,010+2.9% | Added |
| Great Lakes Advisors, LLC | 142,118 | $7.40M | 0.07% | +142,118 | New |
| PGGM Investments | 139,736 | $7.28M | 0.10% | 00.0% | Unchanged |
| Virginia Retirement Systems Et Al | 139,500 | $7.27M | 0.05% | +139,500 | New |
| Royal London Asset Management Ltd | 138,746 | $7.23M | 0.02% | +24,547+21.5% | Added |
| Jessup Wealth Management, Inc | 133,225 | $6.94M | 2.92% | +9,836+8.0% | Added |
| La Banque Postale Asset Management SA | 132,891 | $6.92M | 0.11% | −28,571−17.7% | Reduced |
| Livforsakringsbolaget Skandia, Omsesidigt | 127,100 | $6.62M | 0.37% | +62,800+97.7% | Added |
| Mediolanum International Funds Ltd | 127,360 | $6.58M | 0.09% | +100,797+379.5% | Added |
| State of Tennessee, Treasury Department | 124,458 | $6.48M | 0.02% | 00.0% | Unchanged |
| Benson Investment Management Company, Inc. | 124,107 | $6.46M | 2.81% | −5,118−4.0% | Reduced |
| Mn Services Vermogensbeheer B.V. | 123,500 | $6.43M | 0.05% | −15,000−10.8% | Reduced |
| Empowered Funds, LLC | 122,328 | $6.37M | 0.09% | +113,495+1,284.9% | Added |
| Trexquant Investment LP | 119,733 | $6.24M | 0.07% | +78,624+191.3% | Added |
| Lighthouse Investment Partners, LLC | 116,353 | $6.06M | 0.28% | +30,989+36.3% | Added |
| Uniplan Investment Counsel, Inc. | 116,009 | $6.04M | 0.59% | −4,515−3.7% | Reduced |
| Kendall Capital Management | 115,139 | $6.00M | 1.76% | +1,335+1.2% | Added |
| Danske Bank A/S | 114,273 | $5.95M | 0.02% | +2,917+2.6% | Added |
| Vident Advisory, LLC | 112,054 | $5.84M | 0.09% | −13,254−10.6% | Reduced |
| Yousif Capital Management, LLC | 111,255 | $5.80M | 0.07% | −4,128−3.6% | Reduced |
| Winton Group Ltd | 111,024 | $5.78M | 0.35% | +111,024 | New |
| KLP Kapitalforvaltning AS | 108,000 | $5.63M | 0.03% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 106,599 | $5.55M | 0.05% | +101,645+2,051.8% | Added |
| Caisse des Depots Et Consignations | 105,228 | $5.48M | 0.26% | +20,643+24.4% | Added |
| Caisse de Depot Et Placement du Quebec | 103,170 | $5.37M | 0.01% | +103,170 | New |
| Teachers Retirement System of the State of Kentucky | 99,290 | $5.17M | 0.05% | 00.0% | Unchanged |
| State of New Jersey Common Pension Fund D | 97,283 | $5.07M | 0.02% | −16,084−14.2% | Reduced |
| Resona Asset Management Co.,Ltd. | 96,774 | $5.04M | 0.03% | +5,010+5.5% | Added |
| Public Employees Retirement System of Ohio | 96,218 | $5.01M | 0.02% | −12,353−11.4% | Reduced |
| Richard Bernstein Advisors LLC | 95,894 | $5.00M | 0.12% | −3,965−4.0% | Reduced |
| Kempner Capital Management Inc. | 94,779 | $4.94M | 2.78% | −40,606−30.0% | Reduced |
| SG Americas Securities, LLC | 92,677 | $4.83M | 0.02% | +72,997+370.9% | Added |
| Mirae Asset Global Investments Co., Ltd. | 93,129 | $4.81M | 0.02% | +13,436+16.9% | Added |
| Susquehanna International Group, LLP | 92,147 | $4.80M | 0.01% | +32,358+54.1% | Added |
| Edgestream Partners, L.P. | 91,731 | $4.78M | 0.16% | +68,513+295.1% | Added |
| Arizona State Retirement System | 90,613 | $4.72M | 0.03% | −1,399−1.5% | Reduced |
| New Vernon Investment Management LLC | 89,799 | $4.68M | 6.26% | +83,231+1,267.2% | Added |
| Rockefeller Capital Management L.P. | 89,463 | $4.66M | 0.01% | −9,047−9.2% | Reduced |
| QRG Capital Management, Inc. | 88,561 | $4.61M | 0.05% | +260+0.3% | Added |
| Mercer Global Advisors Inc | 87,447 | $4.56M | 0.01% | +7,601+9.5% | Added |
| AXA S.A. | 87,338 | $4.55M | 0.01% | +87,338 | New |
| IFM Investors Pty Ltd | 86,959 | $4.53M | 0.05% | 00.0% | Unchanged |
| Louisiana State Employees Retirement System | 86,800 | $4.52M | 0.09% | −200−0.2% | Reduced |
| Brevan Howard Capital Management LP | 86,627 | $4.51M | 0.13% | +64,994+300.4% | Added |
| Police & Firemen's Retirement System of New Jersey | 86,389 | $4.50M | 0.05% | −40.0% | Reduced |
| Natixis Advisors, L.P. | 85,255 | $4.44M | 0.01% | +15,384+22.0% | Added |
| Xponance, Inc. | 84,280 | $4.39M | 0.04% | −2,869−3.3% | Reduced |
| Ethic Inc. | 83,674 | $4.38M | 0.09% | +2,654+3.3% | Added |
| Assenagon Asset Management S.A. | 82,384 | $4.29M | 0.01% | −19,118−18.8% | Reduced |
| Public Sector Pension Investment Board | 80,000 | $4.17M | 0.02% | +80,000 | New |
| Keeley-Teton Advisors, LLC | 79,187 | $4.12M | 0.50% | −2,008−2.5% | Reduced |
| State of Michigan Retirement System | 78,586 | $4.09M | 0.02% | 00.0% | Unchanged |
| Chase Investment Counsel Corp | 77,963 | $4.06M | 1.49% | +77,963 | New |
| Handelsbanken Fonder AB | 76,300 | $3.97M | 0.02% | 00.0% | Unchanged |
| NFC Investments, LLC | 75,000 | $3.91M | 1.16% | 00.0% | Unchanged |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 74,079 | $3.86M | 0.02% | +4,877+7.0% | Added |
| Macquarie Group Ltd | 72,731 | $3.79M | 0.00% | −108,579−59.9% | Reduced |
| Alaska Permanent Fund Corp | 75,719 | $3.74M | 0.05% | 00.0% | Unchanged |
| LPL Financial LLC | 71,414 | $3.72M | 0.00% | +10,089+16.5% | Added |