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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 70,824 | $3.69M | 0.07% | +35,425+100.1% | Added |
| Jefferies Financial Group Inc. | 70,462 | $3.67M | 0.06% | +70,462 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 69,548 | $3.62M | 0.02% | +1,079+1.6% | Added |
| Northwestern Mutual Investment Management Company, LLC | 68,904 | $3.59M | 0.06% | −735−1.1% | Reduced |
| Qsemble Capital Management, LP | 68,064 | $3.55M | 0.38% | −14,596−17.7% | Reduced |
| Stephens Inc | 67,137 | $3.50M | 0.05% | −1,597−2.3% | Reduced |
| BTC Capital Management, Inc. | 66,217 | $3.45M | 0.32% | +11,202+20.4% | Added |
| New Mexico Educational Retirement Board | 65,500 | $3.41M | 0.12% | 00.0% | Unchanged |
| DekaBank Deutsche Girozentrale | 65,484 | $3.31M | 0.01% | +1,104+1.7% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $3.31M | 0.01% | +16,332+34.6% | Added |
| Oregon Public Employees Retirement Fund | 62,877 | $3.28M | 0.06% | −900−1.4% | Reduced |
| ExodusPoint Capital Management, LP | 62,140 | $3.24M | 0.04% | −61,201−49.6% | Reduced |
| Ameritas Investment Partners, Inc. | 60,974 | $3.18M | 0.11% | −1,786−2.8% | Reduced |
| British Columbia Investment Management Corp | 59,947 | $3.12M | 0.02% | −761−1.3% | Reduced |
| Searle & Co. | 59,467 | $3.10M | 0.88% | 00.0% | Unchanged |
| Cinctive Capital Management LP | 58,939 | $3.07M | 0.24% | −21,135−26.4% | Reduced |
| Lecap Asset Management Ltd | 57,900 | $3.02M | 0.70% | +48,771+534.2% | Added |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,905 | $3.02M | 0.01% | +26,165+82.4% | Added |
| Prudential Financial Inc | 57,381 | $2.99M | 0.00% | −200,834−77.8% | Reduced |
| Quantinno Capital Management LP | 56,138 | $2.92M | 0.02% | +13,321+31.1% | Added |
| Pinebridge Investments, L.P. | 54,965 | $2.86M | 0.02% | −68,057−55.3% | Reduced |
| First National Bank of Omaha | 54,157 | $2.82M | 0.19% | −16,560−23.4% | Reduced |
| First National Advisers, LLC | 52,993 | $2.76M | 0.44% | −12,091−18.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 52,636 | $2.74M | 0.01% | −1,959−3.6% | Reduced |
| Utah Retirement Systems | 52,084 | $2.71M | 0.03% | −272−0.5% | Reduced |
| Ieq Capital, LLC | 50,114 | $2.61M | 0.02% | +20,001+66.4% | Added |
| Oak Thistle LLC | 49,886 | $2.60M | 0.52% | +49,886 | New |
| Elo Mutual Pension Insurance Co | 48,776 | $2.54M | 0.06% | +15,398+46.1% | Added |
| B. Metzler seel. Sohn & Co. AG | 47,830 | $2.49M | 0.03% | −895−1.8% | Reduced |
| Investment Management Corp of Ontario | 47,730 | $2.49M | 0.05% | 00.0% | Unchanged |
| M&T Bank Corp | 47,581 | $2.48M | 0.01% | +5,258+12.4% | Added |
| CI Private Wealth, LLC | 47,432 | $2.47M | 0.00% | −1,114−2.3% | Reduced |
| Toronto Dominion Bank | 47,040 | $2.45M | 0.01% | −37,108−44.1% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,143 | $2.44M | 0.03% | −2,324−4.7% | Reduced |
| Credit Agricole S A | 46,567 | $2.43M | 0.01% | −1,618−3.4% | Reduced |
| Alerus Financial NA | 46,560 | $2.43M | 0.19% | +46,560 | New |
| Teacher Retirement System of Texas | 45,842 | $2.39M | 0.01% | +45,842 | New |
| Prudential PLC | 44,537 | $2.32M | 0.01% | −5,575−11.1% | Reduced |
| Omers Administration Corp | 43,945 | $2.29M | 0.02% | +29,893+212.7% | Added |
| National Bank of Canada | 43,939 | $2.29M | 0.00% | −84,863−65.9% | Reduced |
| Donoghue Forlines LLC | 43,779 | $2.28M | 0.72% | +43,779 | New |
| Bastion Asset Management Inc. | 43,845 | $2.27M | 1.22% | +902+2.1% | Added |
| Sciencast Management LP | 43,405 | $2.26M | 0.52% | +43,405 | New |
| Quantessence Capital LLC | 42,802 | $2.23M | 0.56% | +37,380+689.4% | Added |
| CAPROCK Group, Inc. | 42,322 | $2.20M | 0.07% | −7,437−14.9% | Reduced |
| Diversified Trust Co | 42,276 | $2.20M | 0.05% | +14,380+51.5% | Added |
| Candriam Luxembourg S.C.A. | 41,228 | $2.15M | 0.01% | −3,055−6.9% | Reduced |
| Illinois Municipal Retirement Fund | 41,213 | $2.15M | 0.03% | 00.0% | Unchanged |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $2.12M | 0.04% | −104−0.3% | Reduced |
| Daiwa Securities Group Inc. | 40,693 | $2.12M | 0.01% | −10,282−20.2% | Reduced |
| Legacy Wealth Management, LLC | 40,605 | $2.12M | 0.69% | 00.0% | Unchanged |
| KBC Group NV | 40,378 | $2.10M | 0.01% | +39+0.1% | Added |
| Manning & Napier Advisors LLC | 40,289 | $2.10M | 0.03% | +40,289 | New |
| Cetera Investment Advisers | 40,192 | $2.09M | 0.00% | +40,192 | New |
| Ellsworth Advisors, LLC | 40,111 | $2.09M | 0.55% | +1,004+2.6% | Added |
| Mackenzie Financial Corp | 39,478 | $2.06M | 0.00% | +6,237+18.8% | Added |
| Cerity Partners LLC | 39,469 | $2.06M | 0.00% | +16,587+72.5% | Added |
| Icon Advisers Inc | 39,200 | $2.04M | 0.48% | 00.0% | Unchanged |
| Nisa Investment Advisors, LLC | 38,921 | $2.03M | 0.01% | +25,101+181.6% | Added |
| Nissay Asset Management Corp | 38,406 | $2.00M | 0.01% | −211−0.5% | Reduced |
| Bank of Montreal | 37,921 | $1.98M | 0.00% | −391,845−91.2% | Reduced |
| Verition Fund Management LLC | 37,672 | $1.96M | 0.01% | +6,351+20.3% | Added |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 37,500 | $1.95M | 0.03% | +37,500 | New |
| EJF Capital LLC | 37,400 | $1.95M | 1.24% | +6,885+22.6% | Added |
| TD Asset Management Inc | 36,646 | $1.91M | 0.00% | +3,961+12.1% | Added |
| State of Alaska, Department of Revenue | 36,315 | $1.89M | 0.02% | +590+1.7% | Added |
| Wealth Enhancement Advisory Services, LLC | 34,841 | $1.81M | 0.00% | +7,240+26.2% | Added |
| OP Asset Management Ltd | 34,639 | $1.80M | 0.03% | +34,639 | New |
| New York Life Investment Management LLC | 34,523 | $1.80M | 0.02% | −692−2.0% | Reduced |
| JustInvest LLC | 33,798 | $1.76M | 0.03% | +1,890+5.9% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,397 | $1.74M | 0.02% | −3,700−10.0% | Reduced |
| Bridgewater Associates, LP | 32,880 | $1.71M | 0.01% | +7,926+31.8% | Added |
| Summit Global Investments | 32,712 | $1.70M | 0.12% | −106,028−76.4% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $1.67M | 0.02% | −262−0.8% | Reduced |
| Intech Investment Management LLC | 31,486 | $1.64M | 0.02% | −41,055−56.6% | Reduced |
| Pacer Advisors, Inc. | 30,963 | $1.61M | 0.00% | −59,522−65.8% | Reduced |
| Integrated Advisors Network LLC | 30,931 | $1.61M | 0.08% | +909+3.0% | Added |
| Ritholtz Wealth Management | 30,791 | $1.60M | 0.05% | +1,938+6.7% | Added |
| STRS Ohio | 30,445 | $1.59M | 0.01% | −7,456−19.7% | Reduced |
| Concentric Capital Strategies, LP | 28,407 | $1.48M | 0.15% | −10,795−27.5% | Reduced |
| Unigestion Holding SA | 28,207 | $1.47M | 0.09% | +11,513+69.0% | Added |
| HighTower Advisors, LLC | 28,193 | $1.47M | 0.00% | +5,987+27.0% | Added |
| Ontario Teachers Pension Plan Board | 28,070 | $1.46M | 0.02% | +12,819+84.1% | Added |
| Janus Henderson Group PLC | 27,958 | $1.44M | 0.00% | +4,430+18.8% | Added |
| Graham Capital Management, L.P. | 27,626 | $1.44M | 0.05% | −136,325−83.1% | Reduced |
| Westbourne Investments, Inc. | 27,030 | $1.41M | 0.85% | −14,225−34.5% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.40M | 0.01% | 00.0% | Unchanged |
| Aigen Investment Management, LP | 26,468 | $1.38M | 0.22% | +1,853+7.5% | Added |
| Clearstead Advisors, LLC | 26,427 | $1.38M | 0.02% | −1,874−6.6% | Reduced |
| Tredje AP-fonden | 26,411 | $1.38M | 0.01% | 00.0% | Unchanged |
| Jain Global LLC | 26,367 | $1.37M | 0.03% | +10,828+69.7% | Added |
| Engineers Gate Manager LP | 25,340 | $1.32M | 0.02% | +11,293+80.4% | Added |
| Redwood Investment Management, LLC | 25,239 | $1.31M | 0.14% | −5,025−16.6% | Reduced |
| Stifel Financial Corp | 25,115 | $1.31M | 0.00% | +5,545+28.3% | Added |
| Prelude Capital Management, LLC | 24,636 | $1.28M | 0.13% | +11,521+87.8% | Added |
| Hennessy Advisors Inc | 24,000 | $1.25M | 0.04% | +4,000+20.0% | Added |
| Qube Research & Technologies Ltd | 23,737 | $1.24M | 0.00% | −761,151−97.0% | Reduced |
| Highland Capital Management, LLC | 23,722 | $1.24M | 0.07% | +23,722 | New |
| Securian Asset Management, Inc | 23,536 | $1.23M | 0.04% | −151−0.6% | Reduced |
| Gabelli Funds LLC | 23,500 | $1.22M | 0.01% | 00.0% | Unchanged |