Equitable HoldingsEQH

13F holders, Q1 2024 (March 31)
446holders
8famous investors
$37.98avg. 13F price*

At the end of Q1 2024, 446 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings. The largest holders were Vanguard Group Inc. ($1.4B), BlackRock Inc. ($1.2B) and T. Rowe Price Associates Inc. ($979.6M). 8 famous investors held it, including Andreas Halvorsen (0.3% of Viking Global Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Ken Griffin (0.0% of Citadel Advisors's portfolio).

Company
Equitable Holdings Inc.
CUSIP
29452E101
Latest filing quarter
Q2 2026

History

Number of 13F holders

0200400600 Q1 2024: 446Q1 2024Q2 2024: 491Q2 2024Q3 2024: 504Q3 2024Q4 2024: 533Q4 2024Q1 2025: 575Q1 2025Q2 2025: 582Q2 2025Q3 2025: 563Q3 2025Q4 2025: 552Q4 2025Q1 2026: 543Q1 2026Q2 2026: 484Q2 2026

Total Exit/New Position Q1 2024

InstitutionsTotal Value
New Positions61$337.9M
Exits43$167.0M

Ownership 446 holders

Vanguard Group Inc. 0.03% Reduce -1.5% 37,434,676 $1.4B
BlackRock Inc. 0.03% Reduce -2.5% 32,033,227 $1.2B
T. Rowe Price Associates Inc. 0.12% Reduce -7.2% 25,771,463 $979.6M
Pzena Investment Management LLC 3.30% Reduce -4.7% 25,320,633 $962.4M
Canada Pension Plan Investment Board 0.75% Add +3.5% 18,804,685 $714.8M
Norges Bank 0.10% Reduce -6.9% 16,967,427 $644.9M
State Street Corp. 0.02% Reduce -2.2% 13,245,335 $503.5M
Massachusetts Financial Services Co. 0.11% Reduce -0.4% 9,503,715 $361.2M
Invesco Ltd. 0.06% Reduce -14.8% 7,755,177 $294.8M
Wellington Management Group LLP 0.05% Reduce -34.3% 7,380,436 $280.5M
HSBC Holdings PLC 0.20% Reduce -6.8% 7,319,080 $278.2M
First Trust Advisors LP 0.28% Add +14.4% 7,130,338 $271.0M
Conifer Management, L.L.C. 28.77% Reduce -9.8% 6,854,000 $260.5M
Geode Capital Management, LLC 0.02% Add +3.6% 6,739,503 $255.8M
Thornburg Investment Management Inc. 2.80% Reduce -3.3% 5,267,993 $200.2M
Sessa Capital IM, L.P. 7.66% No change 5,175,719 $196.7M
Bank of New York Mellon Corp 0.03% Reduce -1.7% 3,716,533 $141.3M
Northern Trust Corp. 0.02% Reduce -9.1% 3,600,350 $136.8M
Dimensional Fund Advisors LP 0.04% Reduce -10.6% 3,543,746 $134.7M
Morgan Stanley 0.01% Reduce -3.4% 2,959,149 $112.5M
Nuveen Asset Management, LLC 0.03% Reduce -24.5% 2,731,902 $103.8M
Charles Schwab Investment Management Inc. 0.02% Add +1.3% 2,124,382 $80.7M
Viking Global Investors 0.29% New 2,057,191 $78.2M
Ensign Peak Advisors, Inc 0.14% Reduce -12.8% 2,054,113 $78.1M
Legal & General Group Plc 0.02% Reduce -6.1% 1,767,175 $67.2M
Voloridge Investment Management, LLC 0.20% Add +8.7% 1,457,698 $55.4M
Goldman Sachs Group Inc. 0.01% Reduce -45.5% 1,424,185 $54.1M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Reduce -5.3% 1,418,369 $53.9M
Marshall Wace, LLP 0.09% Reduce -21.9% 1,369,192 $52.0M
CI Investments Inc. 0.20% Reduce -6.3% 1,357,644 $51.6M
Principal Financial Group Inc. 0.03% Add +0.4% 1,248,360 $47.5M
Woodline Partners LP 0.42% New 1,194,736 $45.4M
Lazard Asset Management LLC 0.06% Add +0.1% 1,139,280 $43.3M
Ameriprise Financial Inc. 0.01% Add +4.6% 1,111,186 $42.2M
Poplar Forest Capital LLC 5.35% Reduce -1.9% 1,047,458 $39.8M
Swiss National Bank 0.03% Reduce -6.7% 1,013,600 $38.5M
Rhumbline Advisers 0.04% Reduce -1.0% 1,013,433 $38.5M
Deutsche Bank AG 0.02% Add +4.0% 988,730 $37.6M
Arrowstreet Capital, Limited Partnership 0.03% New 987,769 $37.5M
Storebrand Asset Management As 0.12% Add +5.5% 915,008 $34.8M
Schroder Investment Management Group 0.04% New 877,235 $33.3M
Manufacturers Life Insurance Company, The 0.03% Reduce -1.2% 863,499 $32.8M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -0.0% 839,542 $31.9M
Gillson Capital LP 2.91% New 805,000 $30.6M
Algebris (uk) Ltd. 12.11% Reduce -57.1% 774,150 $27.3M
Swedbank AB 0.04% Add +1.1% 716,562 $27.2M
Credit Suisse AG/ 0.03% Reduce -13.8% 685,363 $26.1M
Amundi 0.01% Add +6.8% 707,196 $25.6M
Franklin Resources Inc. 0.01% Add +217.1% 668,046 $25.4M
Interval Partners, LP 0.93% Add +85.3% 647,679 $24.6M
Citadel Advisors 0.02% Reduce -8.9% 636,740 $24.2M
JPMorgan Chase & Co. 0.00% Add +11.2% 634,094 $24.1M
California Public Employees Retirement System 0.02% Reduce -5.3% 628,884 $23.9M
Barclays PLC 0.01% Reduce -33.6% 626,213 $23.8M
California State Teachers Retirement System 0.03% Add +2.3% 622,935 $23.7M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +5.8% 613,284 $23.3M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.03% Add +402.4% 593,152 $22.5M
Millennium Management 0.02% Add +157.0% 584,746 $22.2M
FMR LLC 0.00% Reduce -1.3% 565,118 $21.5M
Balyasny Asset Management L.P. 0.05% New 544,660 $20.7M
Voya Investment Management LLC 0.02% Reduce -74.7% 528,546 $20.1M
Vest Financial, LLC 0.53% Add +35.5% 521,406 $19.8M
Russell Investments Group, Ltd. 0.03% Add +2.1% 516,764 $19.6M
Bank of America Corp. 0.00% Add +79.6% 516,459 $19.6M
AQR Capital Management 0.03% Reduce -17.8% 478,253 $18.2M
Mitsubishi UFJ Trust & Banking Corp 0.04% Add +2.1% 455,922 $17.2M
CANADA LIFE ASSURANCE Co 0.03% Reduce -18.0% 433,994 $16.5M
Schonfeld Strategic Advisors LLC 0.13% Add +2404.3% 426,732 $16.2M
American International Group, Inc. 0.06% Reduce -3.4% 418,380 $15.9M
WINTON GROUP Ltd 1.06% New 394,851 $15.0M
Retirement Systems of Alabama 0.06% Reduce -1.1% 394,019 $15.0M
Thrivent Financial for Lutherans 0.03% Add +25.4% 379,436 $14.4M
Robeco Institutional Asset Management B.V. 0.03% Reduce -16.7% 365,066 $13.9M
Wells Fargo & Company 0.00% Reduce -17.6% 357,939 $13.6M
Alliancebernstein L.P. 0.00% Reduce -1.0% 354,320 $13.5M
LSV Asset Management 0.03% Reduce -28.6% 342,682 $13.0M
Assenagon Asset Management S.A. 0.03% Add +75.1% 340,767 $13.0M
Community Trust & Investment Co. 0.90% Reduce -0.2% 335,450 $12.8M
Sei Investments Co. 0.02% Reduce -8.6% 330,730 $12.6M
Two Sigma Investments, LP 0.03% Reduce -45.5% 325,082 $12.4M
UBS Group AG 0.00% Add +68.4% 305,712 $11.6M
State Board of Administration of Florida Retirement System 0.03% Add +5.2% 447,610 $11.4M
Parkwood LLC 1.17% Reduce -3.4% 295,102 $11.2M
Graham Capital Management, L.P. 0.56% Add +30.0% 280,816 $10.7M
Texas Permanent School Fund Corp. 0.08% Reduce -0.1% 274,610 $10.4M
Korea Investment CORP 0.02% Reduce -13.8% 258,640 $9.8M
New York State Common Retirement Fund 0.01% Reduce -17.7% 249,150 $9.5M
Oppenheimer Asset Management Inc. 0.13% Reduce -6.2% 242,025 $9.2M
Holocene Advisors, LP 0.03% New 237,765 $9.0M
State of Wisconsin Investment Board 0.02% Add +23.7% 235,917 $9.0M
American Century Companies Inc. 0.01% Reduce -28.4% 233,546 $8.9M
Qube Research & Technologies Ltd 0.02% New 225,271 $8.6M
Man Group plc 0.02% Add +320.9% 220,537 $8.4M
Brandywine Global Investment Management, LLC 0.06% Reduce -66.2% 219,586 $8.3M
Victory Capital Management Inc. 0.01% Add +9.8% 218,262 $8.3M
Amalgamated Bank 0.07% Reduce -9.5% 210,714 $8.0M
Andra AP-fonden 0.14% New 209,800 $8.0M
Hyperion Capital Advisors LP 3.69% No change 206,061 $7.8M
Allianz Asset Management GmbH 0.01% Reduce -38.2% 205,143 $7.8M
O'shaughnessy Asset Management, LLC 0.09% Reduce -79.3% 204,541 $7.8M

"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.

Show all 446 holders