Equitable HoldingsEQH
13F holders, Q1 2025 (March 31)575holders +42
89new positions
51sold out
8famous investors
$52.04avg. 13F price*
At the end of Q1 2025, 575 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 42 from Q4 2024. 89 opened new positions and 51 sold out. The largest holders were Vanguard Group Inc. ($1.8B), BlackRock, Inc. ($1.6B) and T. Rowe Price Associates Inc. ($1.0B). 8 famous investors held it, including Andreas Halvorsen (0.5% of Viking Global Investors's portfolio), Cliff Asness (0.1% of AQR Capital Management's portfolio) and Israel Englander (0.1% of Millennium Management's portfolio).
- Company
- Equitable Holdings Inc.
- CUSIP
- 29452E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q4 2024 → Q1 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 89 | $317.6M |
| Exits | 51 | $348.2M |
All 13F filers, Q4 2024 → Q1 2025: 30,291,114 shares bought and 33,600,512 shares sold, net −3,309,398 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 575 holders
| Vanguard Group Inc. | 0.03% | Reduce -5.0% | 33,855,824 | $1.8B |
| BlackRock, Inc. | 0.03% | Add +1.8% | 30,255,952 | $1.6B |
| T. Rowe Price Associates Inc. | 0.13% | Reduce -7.4% | 19,708,542 | $1.0B |
| Canada Pension Plan Investment Board | 0.95% | Reduce -1.4% | 18,769,261 | $977.7M |
| State Street Corp. | 0.03% | Reduce -1.4% | 12,846,403 | $669.2M |
| Norges Bank | 0.09% | Reduce -9.9% | 12,764,163 | $664.9M |
| Wellington Management Group LLP | 0.11% | Add +23.4% | 10,878,516 | $566.7M |
| Invesco Ltd. | 0.07% | Reduce -14.1% | 6,950,836 | $362.1M |
| Pzena Investment Management LLC | 1.07% | Reduce -27.9% | 5,902,357 | $307.5M |
| Geode Capital Management, LLC | 0.02% | Add +4.4% | 5,877,068 | $305.5M |
| Acadian Asset Management LLC | 0.85% | Add +4.8% | 5,789,138 | $301.5M |
| Conifer Management, L.L.C. | 39.48% | No change | 5,000,000 | $260.4M |
| Thornburg Investment Management Inc. | 3.54% | Reduce -7.8% | 4,855,273 | $252.9M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -1.1% | 4,243,570 | $221.0M |
| Capital International Investors | 0.04% | Add +62.2% | 4,219,807 | $219.8M |
| Northern Trust Corp. | 0.03% | Reduce -0.8% | 4,210,016 | $219.3M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -0.2% | 4,043,360 | $210.6M |
| Morgan Stanley | 0.01% | Reduce -2.0% | 3,698,229 | $192.6M |
| Nordea Investment Management AB | 0.18% | Add +115.6% | 3,370,532 | $172.6M |
| Viking Global Investors | 0.54% | Add +329.1% | 3,279,559 | $170.8M |
| FMR LLC | 0.01% | Add +292.5% | 3,073,520 | $160.1M |
| First Trust Advisors LP | 0.14% | Reduce -61.0% | 3,056,851 | $159.2M |
| Bank of New York Mellon Corp | 0.03% | Add +0.2% | 3,035,946 | $158.1M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +1.0% | 2,584,190 | $134.6M |
| Principal Financial Group Inc. | 0.07% | Reduce -2.5% | 2,490,221 | $129.7M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -0.7% | 2,328,989 | $121.3M |
| Allspring Global Investments Holdings, LLC | 0.19% | Add +5536.0% | 2,109,113 | $110.3M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.5% | 2,107,339 | $109.8M |
| Boston Partners | 0.13% | New | 2,078,861 | $108.3M |
| Amundi | 0.04% | Reduce -20.1% | 2,125,294 | $106.7M |
| Nuveen, LLC | 0.03% | — | 1,906,689 | $99.3M |
| AQR Capital Management | 0.10% | Add +85.5% | 1,909,451 | $97.0M |
| Federated Hermes, Inc. | 0.21% | Add +66.8% | 1,861,576 | $97.0M |
| Marshall Wace, LLP | 0.13% | Reduce -20.3% | 1,812,602 | $94.4M |
| Legal & General Group Plc | 0.02% | Add +5.0% | 1,575,865 | $82.1M |
| Ensign Peak Advisors, Inc | 0.13% | Add +11.7% | 1,297,529 | $67.6M |
| Freestone Grove Partners LP | 0.67% | Add +20.9% | 1,242,772 | $64.7M |
| HSBC Holdings PLC | 0.04% | Reduce -31.6% | 1,244,858 | $64.2M |
| Samlyn Capital, LLC | 1.04% | Reduce -34.0% | 1,204,620 | $62.7M |
| CI Investments Inc. | 0.26% | Add +1.3% | 1,189,890 | $62.0M |
| Los Angeles Capital Management LLC | 0.25% | Reduce -24.7% | 1,106,018 | $57.6M |
| Millennium Management | 0.06% | Reduce -41.0% | 1,104,954 | $57.6M |
| Voloridge Investment Management, LLC | 0.21% | Add +8.0% | 1,094,982 | $57.0M |
| UBS Group AG | 0.01% | Add +24.4% | 1,075,906 | $56.0M |
| JPMorgan Chase & Co. | 0.00% | Add +47.8% | 1,029,516 | $53.6M |
| Ameriprise Financial Inc. | 0.01% | Reduce -7.9% | 1,017,970 | $53.0M |
| Rhumbline Advisers | 0.05% | Reduce -1.1% | 950,995 | $49.5M |
| Bank of America Corp. | 0.00% | Add +49.5% | 948,141 | $49.4M |
| Russell Investments Group, Ltd. | 0.07% | Reduce -8.8% | 940,623 | $48.7M |
| Wells Fargo & Company | 0.01% | Add +64.9% | 932,926 | $48.6M |
| Swiss National Bank | 0.03% | Reduce -1.3% | 883,700 | $46.0M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Add +68.0% | 880,932 | $45.9M |
| Man Group plc | 0.13% | Reduce -36.3% | 793,857 | $41.4M |
| Citadel Advisors | 0.04% | Add +43597.4% | 781,310 | $40.7M |
| Artemis Investment Management LLP | 0.62% | Reduce -20.3% | 777,625 | $40.5M |
| Raymond James Financial Inc. | 0.02% | Add +21.0% | 767,829 | $40.0M |
| Deutsche Bank AG | 0.02% | Reduce -42.5% | 756,576 | $39.4M |
| AustralianSuper Pty Ltd | 0.22% | Add +97.6% | 748,829 | $39.0M |
| Wedge Capital Management L L P | 0.75% | Reduce -15.4% | 740,524 | $38.6M |
| Alyeska Investment Group, L.P. | 0.15% | Reduce -59.4% | 714,193 | $37.2M |
| Swedbank AB | 0.05% | Add +0.3% | 706,485 | $36.8M |
| Franklin Resources Inc. | 0.01% | Add +12.0% | 700,627 | $36.5M |
| M.D. Sass, LLC | 3.21% | Add +28.5% | 699,064 | $36.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.03% | Reduce -3.4% | 697,807 | $36.3M |
| Baird Financial Group, Inc. | 0.07% | New | 686,620 | $35.8M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -3.4% | 650,385 | $33.9M |
| Storebrand Asset Management As | 0.11% | Reduce -28.5% | 646,865 | $33.7M |
| Bruni J V & Co. | 3.81% | New | 629,047 | $32.8M |
| California State Teachers Retirement System | 0.04% | Reduce -0.3% | 609,858 | $31.8M |
| Sei Investments Co. | 0.04% | Add +44.3% | 609,585 | $31.8M |
| HRT Financial LP | 0.19% | Add +221.7% | 589,809 | $30.7M |
| Brandywine Global Investment Management, LLC | 0.22% | Add +12.1% | 575,298 | $30.0M |
| Hudson Bay Capital Management LP | 0.22% | Add +61.9% | 566,501 | $29.5M |
| California Public Employees Retirement System | 0.02% | Reduce -2.8% | 561,111 | $29.2M |
| Jane Street Group, LLC | 0.05% | Add +1859.1% | 553,945 | $28.9M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.08% | Add +28.3% | 552,873 | $28.8M |
| Poplar Forest Capital LLC | 4.88% | Reduce -22.0% | 526,779 | $27.4M |
| Allianz Asset Management GmbH | 0.04% | Reduce -18.4% | 524,934 | $27.3M |
| Philadelphia Financial Management of San Francisco, LLC | 5.49% | New | 474,225 | $24.7M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -1.2% | 473,481 | $24.7M |
| DNB Asset Management AS | 0.11% | Add +27.2% | 471,714 | $24.6M |
| Voya Investment Management LLC | 0.03% | Add +3.1% | 471,318 | $24.6M |
| Mitsubishi UFJ Trust & Banking Corp | 0.06% | Add +5.9% | 461,875 | $24.1M |
| American Century Companies Inc. | 0.01% | Add +22.5% | 451,709 | $23.5M |
| Neuberger Berman Group LLC | 0.02% | Add +603.9% | 428,631 | $22.3M |
| Four Tree Island Advisory LLC | 15.42% | Add +3.9% | 421,462 | $22.0M |
| Victory Capital Management Inc. | 0.02% | Add +65.3% | 419,903 | $21.9M |
| National Pension Service | 0.02% | Add +0.1% | 397,607 | $20.7M |
| State Board of Administration of Florida Retirement System | 0.04% | Reduce -6.2% | 391,695 | $20.4M |
| Retirement Systems of Alabama | 0.08% | Reduce -1.0% | 377,186 | $19.6M |
| Algebris (uk) Ltd. | 3.71% | Reduce -39.6% | 402,273 | $19.4M |
| Lazard Asset Management LLC | 0.03% | Add +33.7% | 370,068 | $19.3M |
| Citigroup Inc. | 0.01% | Reduce -16.4% | 364,015 | $19.0M |
| Corebridge Financial, Inc. | 0.10% | Reduce -3.5% | 345,759 | $18.0M |
| Robeco Institutional Asset Management B.V. | 0.03% | Reduce -20.1% | 331,824 | $17.3M |
| Royal Bank of Canada | 0.00% | Add +23.7% | 329,454 | $17.2M |
| Callodine Capital Management, LP | 2.78% | New | 320,289 | $16.7M |
| Community Trust & Investment Co. | 1.06% | Reduce -1.5% | 319,013 | $16.6M |
| Barclays PLC | 0.01% | Reduce -48.8% | 318,262 | $16.6M |
| Alliancebernstein L.P. | 0.01% | Reduce -2.9% | 314,884 | $16.4M |
"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.