Equitable HoldingsEQH
13F holders, Q4 2024 (December 31)533holders +29
55new positions
43sold out
7famous investors
$47.18avg. 13F price*
At the end of Q4 2024, 533 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 29 from Q3 2024. 55 opened new positions and 43 sold out. The largest holders were Vanguard Group Inc. ($1.7B), BlackRock, Inc. ($1.4B) and T. Rowe Price Associates Inc. ($1.0B). 7 famous investors held it, including Andreas Halvorsen (0.1% of Viking Global Investors's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and Cliff Asness (0.1% of AQR Capital Management's portfolio).
- Company
- Equitable Holdings Inc.
- CUSIP
- 29452E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q3 2024 → Q4 2024
| Institutions | Total Value | |
|---|---|---|
| New Positions | 55 | $172.7M |
| Exits | 43 | $66.4M |
All 13F filers, Q3 2024 → Q4 2024: 26,140,460 shares bought and 25,303,979 shares sold, net +836,481 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 533 holders
| Vanguard Group Inc. | 0.03% | Reduce -1.7% | 35,637,534 | $1.7B |
| BlackRock, Inc. | 0.03% | Reduce -4.0% | 29,728,365 | $1.4B |
| T. Rowe Price Associates Inc. | 0.12% | Add +2.6% | 21,278,436 | $1.0B |
| Canada Pension Plan Investment Board | 0.86% | Add +0.4% | 19,032,270 | $897.8M |
| Norges Bank | 0.09% | Reduce -3.8% | 14,166,852 | $668.3M |
| State Street Corp. | 0.02% | Add +0.4% | 13,026,864 | $614.5M |
| Wellington Management Group LLP | 0.08% | Add +59.9% | 8,817,020 | $415.9M |
| Pzena Investment Management LLC | 1.31% | Reduce -50.1% | 8,191,328 | $386.4M |
| Invesco Ltd. | 0.07% | Add +4.6% | 8,089,046 | $381.6M |
| First Trust Advisors LP | 0.33% | Add +5.0% | 7,840,415 | $369.8M |
| Geode Capital Management, LLC | 0.02% | Reduce -0.8% | 5,629,438 | $265.1M |
| Acadian Asset Management LLC | 0.76% | Add +12.7% | 5,523,379 | $260.5M |
| Thornburg Investment Management Inc. | 3.29% | No change | 5,267,993 | $248.5M |
| Conifer Management, L.L.C. | 30.40% | Reduce -16.7% | 5,000,000 | $235.8M |
| Massachusetts Financial Services Co. | 0.06% | Reduce -4.8% | 4,291,332 | $202.4M |
| Northern Trust Corp. | 0.03% | Add +26.4% | 4,242,692 | $200.1M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -2.0% | 4,052,772 | $191.2M |
| Morgan Stanley | 0.01% | Reduce -0.7% | 3,773,229 | $178.0M |
| Bank of New York Mellon Corp | 0.03% | Reduce -13.6% | 3,029,435 | $142.9M |
| Amundi | 0.05% | Add +56.3% | 2,659,691 | $130.4M |
| Capital International Investors | 0.02% | Add +24.3% | 2,601,643 | $122.7M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +15.2% | 2,558,239 | $120.7M |
| Principal Financial Group Inc. | 0.07% | Add +6.7% | 2,554,890 | $120.5M |
| Sessa Capital IM, L.P. | 4.70% | Reduce -36.7% | 2,554,723 | $120.5M |
| Goldman Sachs Group Inc. | 0.02% | Add +43.7% | 2,344,520 | $110.6M |
| Marshall Wace, LLP | 0.14% | Add +31.6% | 2,275,039 | $107.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.2% | 2,138,787 | $100.9M |
| Millennium Management | 0.08% | Add +85.2% | 1,871,866 | $88.3M |
| HSBC Holdings PLC | 0.05% | Reduce -25.2% | 1,821,249 | $86.1M |
| Samlyn Capital, LLC | 1.37% | Add +7.4% | 1,824,168 | $86.0M |
| Alyeska Investment Group, L.P. | 0.31% | Add +237.0% | 1,758,637 | $83.0M |
| Nordea Investment Management AB | 0.08% | Add +700.3% | 1,563,172 | $74.1M |
| Legal & General Group Plc | 0.02% | Reduce -8.7% | 1,500,652 | $70.8M |
| Los Angeles Capital Management LLC | 0.28% | Add +608.1% | 1,468,912 | $69.3M |
| Nuveen Asset Management, LLC | 0.02% | Add +1.7% | 1,428,600 | $67.4M |
| Woodline Partners LP | 0.43% | Add +0.3% | 1,348,880 | $63.6M |
| Deutsche Bank AG | 0.02% | Reduce -7.0% | 1,314,791 | $62.0M |
| Man Group plc | 0.18% | Add +616.6% | 1,245,568 | $58.8M |
| CI Investments Inc. | 0.21% | Reduce -4.4% | 1,174,728 | $55.4M |
| Ensign Peak Advisors, Inc | 0.10% | Add +0.7% | 1,162,116 | $54.8M |
| BNP Paribas Financial Markets | 0.04% | New | 1,143,254 | $53.9M |
| Federated Hermes, Inc. | 0.12% | Add +49.1% | 1,116,099 | $52.6M |
| Ameriprise Financial Inc. | 0.01% | Add +2.1% | 1,105,018 | $52.1M |
| AQR Capital Management | 0.06% | Add +64.9% | 1,029,638 | $48.6M |
| Russell Investments Group, Ltd. | 0.07% | Add +38.0% | 1,031,229 | $48.6M |
| Freestone Grove Partners LP | 0.59% | — | 1,027,594 | $48.5M |
| Voloridge Investment Management, LLC | 0.17% | Add +108.2% | 1,013,563 | $47.8M |
| Artemis Investment Management LLP | 0.66% | Add +7.2% | 975,926 | $46.0M |
| Rhumbline Advisers | 0.04% | Reduce -4.5% | 961,471 | $45.4M |
| Storebrand Asset Management As | 0.13% | Reduce -5.5% | 905,106 | $42.7M |
| Arrowstreet Capital, Limited Partnership | 0.03% | Reduce -35.4% | 900,918 | $42.5M |
| Swiss National Bank | 0.03% | Reduce -7.3% | 895,200 | $42.2M |
| Wedge Capital Management L L P | 0.74% | Add +1092.4% | 875,589 | $41.3M |
| UBS Group AG | 0.01% | Add +103.5% | 864,608 | $40.8M |
| Qube Research & Technologies Ltd | 0.06% | Reduce -29.8% | 784,888 | $37.0M |
| FMR LLC | 0.00% | Add +10.2% | 783,118 | $36.9M |
| Viking Global Investors | 0.12% | Reduce -74.9% | 764,323 | $36.1M |
| Vest Financial, LLC | 0.63% | Add +11.7% | 752,091 | $35.5M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.4% | 722,019 | $34.1M |
| Swedbank AB | 0.04% | Reduce -0.8% | 704,520 | $33.2M |
| Bain Capital Public Equity Management II, LLC | 1.52% | Reduce -3.3% | 702,849 | $33.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -23.3% | 696,813 | $32.9M |
| Poplar Forest Capital LLC | 5.86% | Reduce -26.1% | 675,631 | $31.9M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +2.8% | 673,077 | $31.7M |
| Allianz Asset Management GmbH | 0.04% | Add +3.7% | 643,633 | $30.4M |
| Algebris (uk) Ltd. | 8.41% | Reduce -9.4% | 666,039 | $30.3M |
| Raymond James Financial Inc. | 0.01% | — | 634,702 | $29.9M |
| Bank of America Corp. | 0.00% | Add +62.1% | 634,049 | $29.9M |
| Franklin Resources Inc. | 0.01% | Reduce -15.3% | 625,723 | $29.5M |
| Barclays PLC | 0.01% | Add +24.0% | 622,055 | $29.3M |
| California State Teachers Retirement System | 0.03% | Add +5.3% | 611,461 | $28.8M |
| California Public Employees Retirement System | 0.02% | Reduce -10.5% | 577,178 | $27.2M |
| Wells Fargo & Company | 0.01% | Add +0.2% | 565,814 | $26.7M |
| M.D. Sass, LLC | 1.97% | New | 543,868 | $25.7M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -3.2% | 524,200 | $24.7M |
| Brandywine Global Investment Management, LLC | 0.18% | Add +13.4% | 513,391 | $24.2M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -8.8% | 479,149 | $22.6M |
| Voya Investment Management LLC | 0.03% | Reduce -5.6% | 457,280 | $21.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +2.2% | 436,216 | $20.6M |
| Citigroup Inc. | 0.02% | Add +63.1% | 435,368 | $20.5M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.06% | Reduce -31.4% | 431,060 | $20.3M |
| Bank of Montreal | 0.01% | Add +10.5% | 429,766 | $20.3M |
| Balyasny Asset Management L.P. | 0.05% | Reduce -52.1% | 422,373 | $19.9M |
| Sei Investments Co. | 0.03% | Add +14.0% | 422,373 | $19.9M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -0.3% | 417,475 | $19.7M |
| Robeco Institutional Asset Management B.V. | 0.04% | Reduce -15.8% | 415,574 | $19.6M |
| Four Tree Island Advisory LLC | 13.22% | — | 405,850 | $19.1M |
| National Pension Service | 0.02% | Add +0.2% | 397,090 | $18.7M |
| Retirement Systems of Alabama | 0.07% | Reduce -1.9% | 380,991 | $18.0M |
| AustralianSuper Pty Ltd | 0.08% | Add +126.1% | 378,953 | $17.9M |
| DNB Asset Management AS | 0.08% | Add +537.7% | 370,775 | $17.5M |
| American Century Companies Inc. | 0.01% | Reduce -21.6% | 368,706 | $17.4M |
| Corebridge Financial, Inc. | 0.09% | Reduce -6.2% | 358,198 | $16.9M |
| Hudson Bay Capital Management LP | 0.12% | Add +16.7% | 350,000 | $16.5M |
| Interval Partners, LP | 0.42% | Reduce -29.7% | 349,064 | $16.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -3.6% | 324,433 | $15.3M |
| Community Trust & Investment Co. | 0.95% | Add +0.3% | 323,797 | $15.3M |
| Gillson Capital LP | 1.32% | New | 309,666 | $14.6M |
| Thrivent Financial for Lutherans | 0.03% | Reduce -4.8% | 297,199 | $14.0M |
| LSV Asset Management | 0.03% | Reduce -1.4% | 288,700 | $13.6M |
"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.