Equitable HoldingsEQH

13F holders, Q3 2024 (September 30)
504holders +13
59new positions
46sold out
9famous investors
$42.03avg. 13F price*

At the end of Q3 2024, 504 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 13 from Q2 2024. 59 opened new positions and 46 sold out. The largest holders were Vanguard Group Inc. ($1.5B), BlackRock, Inc. ($1.3B) and T. Rowe Price Associates Inc. ($871.8M). 9 famous investors held it, including Andreas Halvorsen (0.5% of Viking Global Investors's portfolio), Ken Griffin (0.0% of Citadel Advisors's portfolio) and Steve Cohen (0.0% of Point72 Asset 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 Q2 2024 → Q3 2024

InstitutionsTotal Value
New Positions59$102.8M
Exits46$200.9M

All 13F filers, Q2 2024 → Q3 2024: 15,506,523 shares bought and 27,972,599 shares sold, net −12,466,076 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.

Ownership 504 holders

Vanguard Group Inc. 0.03% Reduce -0.3% 36,244,318 $1.5B
BlackRock, Inc. 0.03% — 30,954,445 $1.3B
T. Rowe Price Associates Inc. 0.10% Reduce -1.6% 20,742,765 $871.8M
Canada Pension Plan Investment Board 0.75% Add +1.6% 18,952,271 $796.6M
Pzena Investment Management LLC 2.23% Reduce -11.9% 16,432,139 $690.6M
Norges Bank 0.09% Reduce -4.6% 14,730,542 $619.1M
State Street Corp. 0.02% Add +2.7% 12,976,870 $545.4M
Invesco Ltd. 0.06% Add +6.7% 7,733,968 $325.1M
First Trust Advisors LP 0.30% Add +13.6% 7,465,183 $313.8M
Conifer Management, L.L.C. 28.87% No change 6,000,000 $252.2M
Geode Capital Management, LLC 0.02% Reduce -17.8% 5,675,311 $238.0M
Wellington Management Group LLP 0.04% Add +3.0% 5,513,571 $231.7M
Thornburg Investment Management Inc. 2.88% No change 5,267,993 $221.4M
Acadian Asset Management LLC 0.64% Add +54.7% 4,902,453 $206.0M
Massachusetts Financial Services Co. 0.06% Reduce -8.9% 4,505,223 $189.4M
Dimensional Fund Advisors LP 0.04% Add +1.3% 4,134,988 $173.8M
Sessa Capital IM, L.P. 6.48% Reduce -19.2% 4,035,058 $169.6M
Morgan Stanley 0.01% Add +26.9% 3,800,139 $159.7M
Bank of New York Mellon Corp 0.03% Reduce -5.8% 3,508,047 $147.4M
Northern Trust Corp. 0.02% Reduce -4.4% 3,355,569 $141.0M
Viking Global Investors 0.47% Reduce -47.9% 3,050,262 $128.2M
HSBC Holdings PLC 0.06% Reduce -64.4% 2,434,185 $102.3M
Principal Financial Group Inc. 0.06% Add +21.6% 2,395,570 $100.7M
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC 0.02% Add +2.5% 2,220,356 $93.3M
Charles Schwab Investment Management Inc. 0.02% Add +3.3% 2,165,115 $91.0M
Capital International Investors 0.02% Add +75.6% 2,093,613 $88.0M
Amundi 0.03% Add +6.9% 1,701,863 $72.6M
Marshall Wace, LLP 0.10% Add +22.4% 1,728,102 $72.6M
Samlyn Capital, LLC 1.15% Add +9.6% 1,698,295 $71.4M
Legal & General Group Plc 0.02% Add +0.9% 1,643,496 $69.1M
Goldman Sachs Group Inc. 0.01% Reduce -51.9% 1,631,103 $68.6M
Deutsche Bank AG 0.02% Add +35.8% 1,413,237 $59.4M
Nuveen Asset Management, LLC 0.02% Reduce -43.0% 1,404,969 $59.1M
Arrowstreet Capital, Limited Partnership 0.05% Add +2.8% 1,395,072 $58.6M
Woodline Partners LP 0.48% Add +16.9% 1,345,033 $56.5M
CI Investments Inc. 0.20% Reduce -2.4% 1,228,839 $51.6M
Ensign Peak Advisors, Inc 0.09% Reduce -22.1% 1,154,114 $48.5M
Qube Research & Technologies Ltd 0.09% New 1,118,008 $47.0M
Ameriprise Financial Inc. 0.01% Add +1.7% 1,082,449 $45.5M
Millennium Management 0.04% Add +5.9% 1,010,995 $42.5M
Rhumbline Advisers 0.04% Reduce -6.8% 1,006,777 $42.3M
Citadel Advisors 0.04% Add +282.4% 1,003,512 $42.2M
Swiss National Bank 0.03% Reduce -0.5% 965,400 $40.6M
Storebrand Asset Management As 0.13% Reduce -2.2% 957,518 $40.2M
Poplar Forest Capital LLC 5.23% Reduce -0.6% 913,944 $38.4M
Artemis Investment Management LLP 0.58% Add +53.0% 910,729 $38.3M
JPMorgan Chase & Co. 0.00% Add +20.3% 908,653 $38.2M
Balyasny Asset Management L.P. 0.10% Reduce -30.4% 881,416 $37.0M
Franklin Resources Inc. 0.01% Reduce -4.3% 738,437 $32.5M
Federated Hermes, Inc. 0.07% Add +24.6% 748,658 $31.5M
Russell Investments Group, Ltd. 0.05% Add +9.9% 747,319 $31.4M
Bain Capital Public Equity Management II, LLC 1.39% Add +30.5% 726,568 $30.5M
Sumitomo Mitsui Trust Group, Inc. 0.02% Add +1.1% 711,855 $29.9M
FMR LLC 0.00% Add +27.4% 710,951 $29.9M
Swedbank AB 0.04% Reduce -0.2% 710,142 $29.8M
Vest Financial, LLC 0.55% Add +20.4% 673,366 $28.3M
Algebris (uk) Ltd. 11.61% Reduce -3.5% 735,227 $27.8M
Manufacturers Life Insurance Company, The 0.02% Reduce -12.2% 654,941 $27.5M
California Public Employees Retirement System 0.02% Add +1.9% 645,038 $27.1M
Zurcher Kantonalbank (Zurich Cantonalbank) 0.08% Add +11.7% 628,115 $26.4M
Allianz Asset Management GmbH 0.04% Reduce -8.0% 620,499 $26.1M
AQR Capital Management 0.04% Reduce -14.2% 624,322 $26.0M
California State Teachers Retirement System 0.03% Add +1.5% 580,565 $24.4M
Wells Fargo & Company 0.01% Add +20.3% 564,846 $23.7M
T. Rowe Price Investment Management, Inc. 0.01% Add +5.0% 541,381 $22.8M
CANADA LIFE ASSURANCE Co 0.04% Add +7.2% 525,332 $22.1M
Alyeska Investment Group, L.P. 0.11% Reduce -75.0% 521,838 $21.9M
Barclays PLC 0.01% Add +13.6% 501,498 $21.1M
Interval Partners, LP 0.60% Reduce -17.0% 496,410 $20.9M
Robeco Institutional Asset Management B.V. 0.04% Reduce -3.0% 493,402 $20.7M
Voloridge Investment Management, LLC 0.07% Reduce -26.3% 486,782 $20.5M
Voya Investment Management LLC 0.02% Reduce -5.3% 484,323 $20.4M
Brandywine Global Investment Management, LLC 0.13% Add +31.9% 452,748 $19.9M
American Century Companies Inc. 0.01% Add +7.9% 470,000 $19.8M
Two Sigma Investments, LP 0.05% Reduce -18.8% 467,646 $19.7M
Mitsubishi UFJ Trust & Banking Corp 0.04% Reduce -3.6% 426,800 $17.9M
UBS Group AG 0.01% Add +13.2% 424,846 $17.9M
State Board of Administration of Florida Retirement System 0.03% Reduce -1.6% 418,915 $17.6M
National Pension Service 0.02% Add +23851.6% 396,399 $16.7M
Bank of America Corp. 0.00% Reduce -27.9% 391,096 $16.4M
Bank of Montreal 0.01% Add +1133.8% 388,941 $16.3M
Retirement Systems of Alabama 0.06% Add +2.9% 388,430 $16.3M
Corebridge Financial, Inc. 0.09% Reduce -2.3% 382,022 $16.1M
Sei Investments Co. 0.02% Add +6.6% 370,535 $15.6M
Raymond James & Associates 0.01% Add +46.2% 359,998 $15.1M
Parkwood LLC 1.80% Add +10.5% 351,923 $14.8M
Alliancebernstein L.P. 0.00% Add +0.4% 336,415 $14.1M
Community Trust & Investment Co. 0.86% Reduce -1.5% 322,907 $13.6M
Thrivent Financial for Lutherans 0.03% Reduce -8.3% 312,112 $13.1M
Hudson Bay Capital Management LP 0.10% Reduce -14.3% 300,000 $12.6M
LSV Asset Management 0.03% Reduce -8.7% 292,800 $12.3M
Trexquant Investment LP 0.15% Add +415.5% 286,909 $12.1M
Point72 Asset Management 0.04% Add +15.7% 279,310 $11.7M
Citigroup Inc. 0.01% Reduce -1.7% 266,916 $11.2M
Victory Capital Management Inc. 0.01% Add +24.2% 266,677 $11.2M
State of Wisconsin Investment Board 0.03% Add +4.7% 259,669 $10.9M
Andra AP-fonden 0.16% Add +16.3% 258,700 $10.9M
Royal Bank of Canada 0.00% Reduce -46.2% 257,111 $10.8M
DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main 0.01% Add +1.6% 256,339 $10.8M
Eagle Asset Management Inc. 0.05% Add +25.7% 221,465 $10.5M

"% 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 504 holders