Equitable HoldingsEQH

13F holders, Q2 2024 (June 30)
491holders +45
90new positions
43sold out
8famous investors
$40.85avg. 13F price*

At the end of Q2 2024, 491 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 45 from Q1 2024. 90 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock Inc. ($1.1B) and T. Rowe Price Associates Inc. ($861.2M). 8 famous investors held it, including Andreas Halvorsen (0.9% of Viking Global Investors's portfolio), Cliff Asness (0.0% of AQR Capital Management's portfolio) and Israel Englander (0.0% of Millennium Management'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 → Q2 2024

InstitutionsTotal Value
New Positions90$489.7M
Exits43$107.9M

All 13F filers, Q1 2024 → Q2 2024: 32,405,905 shares bought and 39,781,800 shares sold, net −7,375,895 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 491 holders

Vanguard Group Inc. 0.03% Reduce -2.9% 36,359,684 $1.5B
BlackRock Inc. 0.02% Reduce -17.8% 26,326,279 $1.1B
T. Rowe Price Associates Inc. 0.10% Reduce -18.2% 21,075,741 $861.2M
Canada Pension Plan Investment Board 0.75% Reduce -0.8% 18,652,997 $762.2M
Pzena Investment Management LLC 2.68% Reduce -26.4% 18,642,684 $761.7M
Norges Bank 0.09% Reduce -9.0% 15,434,509 $630.7M
State Street Corp. 0.02% Reduce -4.6% 12,638,665 $516.4M
Invesco Ltd. 0.06% Reduce -6.6% 7,245,646 $296.1M
Geode Capital Management, LLC 0.02% Add +2.5% 6,905,830 $281.8M
HSBC Holdings PLC 0.18% Reduce -6.5% 6,840,185 $279.4M
First Trust Advisors LP 0.27% Reduce -7.8% 6,574,101 $268.6M
Conifer Management, L.L.C. 30.06% Reduce -12.5% 6,000,000 $245.2M
Viking Global Investors 0.92% Add +184.8% 5,859,547 $239.4M
Wellington Management Group LLP 0.04% Reduce -27.5% 5,352,195 $218.7M
Thornburg Investment Management Inc. 3.03% No change 5,267,993 $215.3M
Sessa Capital IM, L.P. 7.97% Reduce -3.5% 4,995,719 $204.1M
Massachusetts Financial Services Co. 0.06% Reduce -48.0% 4,943,718 $202.0M
Dimensional Fund Advisors LP 0.04% Add +15.2% 4,083,650 $166.9M
Bank of New York Mellon Corp 0.03% Add +0.2% 3,724,092 $152.2M
Northern Trust Corp. 0.02% Reduce -2.5% 3,508,515 $143.4M
Goldman Sachs Group Inc. 0.03% Add +138.0% 3,389,721 $138.5M
Acadian Asset Management LLC 0.40% Add +24432.7% 3,168,402 $129.4M
Morgan Stanley 0.01% Add +1.2% 2,994,418 $122.4M
Zurich Insurance Group Ltd 0.95% New 2,696,427 $110.2M
Nuveen Asset Management, LLC 0.03% Reduce -9.7% 2,466,532 $100.8M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.03% Add +52.7% 2,165,976 $88.5M
Charles Schwab Investment Management Inc. 0.02% Reduce -1.3% 2,096,215 $85.7M
Alyeska Investment Group, L.P. 0.49% New 2,086,293 $85.2M
Principal Financial Group Inc. 0.05% Add +57.8% 1,969,388 $80.5M
Legal & General Group Plc 0.02% Reduce -7.8% 1,629,086 $66.6M
Amundi 0.03% Add +125.1% 1,592,100 $65.4M
Samlyn Capital, LLC 1.09% New 1,550,020 $63.3M
Ensign Peak Advisors, Inc 0.11% Reduce -27.8% 1,482,169 $60.6M
Marshall Wace, LLP 0.08% Add +3.1% 1,412,269 $57.7M
Arrowstreet Capital, Limited Partnership 0.05% Add +37.4% 1,357,087 $55.5M
Balyasny Asset Management L.P. 0.14% Add +132.3% 1,265,432 $51.7M
CI Investments Inc. 0.20% Reduce -7.2% 1,259,304 $51.5M
Capital International Investors 0.01% New 1,192,271 $48.7M
Woodline Partners LP 0.45% Reduce -3.6% 1,151,099 $47.0M
Man Group plc 0.13% Add +411.4% 1,127,938 $46.1M
Rhumbline Advisers 0.04% Add +6.6% 1,080,609 $44.2M
Ameriprise Financial Inc. 0.01% Reduce -4.2% 1,064,629 $43.5M
Deutsche Bank AG 0.02% Add +5.3% 1,040,803 $42.5M
Storebrand Asset Management As 0.13% Add +7.0% 979,507 $40.0M
Swiss National Bank 0.03% Reduce -4.3% 970,000 $39.6M
Millennium Management 0.03% Add +63.3% 954,727 $39.0M
Poplar Forest Capital LLC 5.24% Reduce -12.2% 919,216 $37.6M
Gillson Capital LP 3.05% Reduce -4.0% 772,384 $31.6M
Franklin Resources Inc. 0.01% Add +15.6% 771,963 $31.5M
JPMorgan Chase & Co. 0.00% Add +19.1% 755,196 $30.9M
Manufacturers Life Insurance Company, The 0.03% Reduce -13.6% 745,799 $30.5M
AQR Capital Management 0.05% Add +52.2% 727,892 $29.7M
Swedbank AB 0.04% Reduce -0.7% 711,504 $29.1M
Algebris (uk) Ltd. 9.35% Reduce -1.6% 761,984 $29.1M
Sumitomo Mitsui Trust Group, Inc. 0.02% Reduce -16.1% 704,135 $28.8M
Russell Investments Group, Ltd. 0.04% Add +31.5% 679,706 $27.6M
Allianz Asset Management GmbH 0.04% Add +228.7% 674,347 $27.6M
Voloridge Investment Management, LLC 0.10% Reduce -54.7% 660,543 $27.0M
California Public Employees Retirement System 0.02% Add +0.7% 633,049 $25.9M
Federated Hermes, Inc. 0.06% Add +1095.9% 600,662 $24.5M
Interval Partners, LP 0.72% Reduce -7.7% 598,070 $24.4M
Artemis Investment Management LLP 0.33% New 595,091 $24.3M
Two Sigma Investments, LP 0.06% Add +77.1% 575,810 $23.5M
California State Teachers Retirement System 0.03% Reduce -8.2% 571,852 $23.4M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.07% Reduce -8.3% 562,414 $23.0M
Vest Financial, LLC 0.55% Add +7.3% 559,510 $22.9M
FMR LLC 0.00% Reduce -1.2% 558,104 $22.8M
Bain Capital Public Equity Management II, LLC 1.02% New 556,743 $22.7M
Bank of America Corp. 0.00% Add +5.1% 542,601 $22.2M
T. Rowe Price Investment Management, Inc. 0.01% New 515,439 $21.1M
Voya Investment Management LLC 0.02% Reduce -3.2% 511,578 $20.9M
Robeco Institutional Asset Management B.V. 0.04% Add +39.4% 508,841 $20.8M
CANADA LIFE ASSURANCE Co 0.04% Add +12.9% 490,009 $20.0M
Royal Bank of Canada 0.00% Add +1072.6% 478,161 $19.5M
Wells Fargo & Company 0.01% Add +31.1% 469,372 $19.2M
Jane Street Group, LLC 0.02% Add +758.6% 467,700 $19.1M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -2.9% 442,709 $18.1M
Barclays PLC 0.01% Reduce -29.5% 441,654 $18.0M
American Century Companies Inc. 0.01% Add +86.5% 435,567 $17.8M
State Board of Administration of Florida Retirement System 0.03% Reduce -4.9% 425,585 $17.4M
Corebridge Financial, Inc. 0.09% — 390,860 $16.0M
Retirement Systems of Alabama 0.06% Reduce -4.2% 377,345 $15.4M
UBS Group AG 0.00% Add +22.8% 375,253 $15.3M
Hudson Bay Capital Management LP 0.13% New 350,000 $14.3M
Sei Investments Co. 0.02% Add +5.1% 347,475 $14.2M
Brandywine Global Investment Management, LLC 0.11% Add +56.3% 343,242 $14.0M
Thrivent Financial for Lutherans 0.03% Reduce -10.3% 340,277 $13.9M
Alliancebernstein L.P. 0.00% Reduce -5.5% 335,023 $13.7M
Community Trust & Investment Co. 0.91% Reduce -2.3% 327,794 $13.4M
LSV Asset Management 0.03% Reduce -6.4% 320,782 $13.1M
Parkwood LLC 1.62% Add +7.9% 318,411 $13.0M
Two Sigma Advisers, LP 0.03% Add +85.5% 284,900 $11.6M
Citigroup Inc. 0.01% Add +189.6% 271,611 $11.1M
Citadel Advisors 0.01% Reduce -58.8% 262,394 $10.7M
HRT Financial LP 0.06% Add +283.6% 257,754 $10.5M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Reduce -57.5% 252,400 $10.3M
Assenagon Asset Management S.A. 0.03% Reduce -26.9% 248,960 $10.2M
State of Wisconsin Investment Board 0.03% Add +5.2% 248,069 $10.1M
Raymond James & Associates 0.01% Add +117.3% 246,215 $10.1M
New York State Common Retirement Fund 0.01% Reduce -1.9% 244,308 $10.0M

"% 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 491 holders