Equitable HoldingsEQH
13F holders, Q2 2025 (June 30)At the end of Q2 2025, 582 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, up 7 from Q1 2025. 81 opened new positions and 71 sold out. The largest holders were Vanguard Group Inc. ($1.9B), BlackRock, Inc. ($1.7B) and Canada Pension Plan Investment Board ($988.3M). 9 famous investors held it, including George Soros (0.1% of Soros Fund Management's portfolio), Cliff Asness (0.1% 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
Total Exit/New Position Q1 2025 → Q2 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 81 | $214.6M |
| Exits | 71 | $435.6M |
All 13F filers, Q1 2025 → Q2 2025: 25,873,301 shares bought and 28,685,935 shares sold, net −2,812,634 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 582 holders
| Vanguard Group Inc. | 0.03% | Reduce -0.1% | 33,830,911 | $1.9B |
| BlackRock, Inc. | 0.03% | Reduce -1.7% | 29,742,938 | $1.7B |
| Canada Pension Plan Investment Board | 0.85% | Reduce -6.1% | 17,616,671 | $988.3M |
| T. Rowe Price Associates Inc. | 0.11% | Reduce -14.9% | 16,761,971 | $940.3M |
| Wellington Management Group LLP | 0.13% | Add +17.9% | 12,829,637 | $719.7M |
| Norges Bank | 0.09% | Reduce -1.8% | 12,532,256 | $703.1M |
| State Street Corp. | 0.03% | Reduce -4.0% | 12,330,318 | $691.7M |
| Geode Capital Management, LLC | 0.03% | Add +26.4% | 7,428,619 | $415.8M |
| Capital International Investors | 0.07% | Add +74.6% | 7,367,536 | $413.3M |
| Invesco Ltd. | 0.06% | Reduce -2.6% | 6,773,224 | $380.0M |
| Massachusetts Financial Services Co. | 0.10% | Add +29.6% | 5,498,091 | $308.4M |
| Acadian Asset Management LLC | 0.60% | Reduce -10.1% | 5,203,375 | $291.9M |
| Conifer Management, L.L.C. | 36.51% | No change | 5,000,000 | $280.5M |
| Thornburg Investment Management Inc. | 3.51% | No change | 4,855,273 | $272.4M |
| Northern Trust Corp. | 0.03% | Add +3.2% | 4,343,185 | $243.7M |
| Pzena Investment Management LLC | 0.77% | Reduce -28.1% | 4,241,210 | $237.9M |
| Morgan Stanley | 0.02% | Add +13.7% | 4,203,651 | $235.8M |
| Dimensional Fund Advisors LP | 0.05% | Reduce -1.0% | 4,001,156 | $224.5M |
| Nordea Investment Management AB | 0.21% | Add +18.3% | 3,985,846 | $223.2M |
| Boston Partners | 0.22% | Add +71.5% | 3,565,147 | $200.0M |
| Goldman Sachs Group Inc. | 0.03% | Add +46.8% | 3,418,171 | $191.8M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.03% | Add +18.1% | 3,050,608 | $171.1M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.8% | 3,012,298 | $169.0M |
| FMR LLC | 0.01% | Reduce -4.1% | 2,946,325 | $165.3M |
| First Trust Advisors LP | 0.13% | Reduce -8.8% | 2,786,578 | $156.3M |
| Principal Financial Group Inc. | 0.07% | Reduce -7.2% | 2,311,252 | $129.7M |
| Marshall Wace, LLP | 0.15% | Add +25.1% | 2,266,927 | $127.2M |
| Federated Hermes, Inc. | 0.24% | Add +20.2% | 2,238,387 | $125.6M |
| Amundi | 0.04% | Add +4.4% | 2,219,610 | $124.0M |
| Robeco Institutional Asset Management B.V. | 0.20% | Add +553.0% | 2,166,713 | $121.6M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -0.8% | 2,089,437 | $117.2M |
| Allspring Global Investments Holdings, LLC | 0.18% | Reduce -6.8% | 1,965,757 | $109.8M |
| Nuveen, LLC | 0.03% | Reduce -2.3% | 1,863,323 | $104.5M |
| Man Group plc | 0.22% | Add +122.8% | 1,768,684 | $99.2M |
| Legal & General Group Plc | 0.02% | Reduce -0.7% | 1,564,417 | $87.8M |
| AQR Capital Management | 0.06% | Reduce -36.3% | 1,216,281 | $68.2M |
| CI Investments Inc. | 0.25% | Reduce -1.2% | 1,175,730 | $66.0M |
| Los Angeles Capital Management LLC | 0.22% | Reduce -4.2% | 1,059,919 | $59.5M |
| UBS Group AG | 0.01% | Reduce -2.6% | 1,047,597 | $58.8M |
| Ensign Peak Advisors, Inc | 0.10% | Reduce -22.4% | 1,006,738 | $56.5M |
| HSBC Holdings PLC | 0.04% | Reduce -19.4% | 1,002,959 | $56.3M |
| Bank of America Corp. | 0.00% | Reduce -0.4% | 944,372 | $53.0M |
| Rhumbline Advisers | 0.04% | Reduce -1.6% | 936,016 | $52.5M |
| Swiss National Bank | 0.03% | Add +5.1% | 928,800 | $52.1M |
| Ameriprise Financial Inc. | 0.01% | Reduce -11.1% | 905,086 | $50.8M |
| Baird Financial Group, Inc. | 0.09% | Add +30.0% | 892,667 | $50.1M |
| AustralianSuper Pty Ltd | 0.25% | Add +18.0% | 883,545 | $49.6M |
| Deutsche Bank AG | 0.02% | Add +7.8% | 815,431 | $45.7M |
| Woodline Partners LP | 0.24% | New | 806,464 | $45.2M |
| Raymond James Financial Inc. | 0.02% | Add +5.0% | 806,079 | $45.2M |
| JPMorgan Chase & Co. | 0.00% | Reduce -26.9% | 753,109 | $42.2M |
| Storebrand Asset Management As | 0.12% | Add +15.4% | 746,534 | $41.9M |
| Callodine Capital Management, LP | 4.30% | Add +131.0% | 739,843 | $41.5M |
| Swedbank AB | 0.05% | Add +2.2% | 721,838 | $40.5M |
| T. Rowe Price Investment Management, Inc. | 0.03% | Reduce -18.3% | 719,927 | $40.4M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +1.4% | 707,318 | $39.7M |
| Bruni J V & Co. | 3.98% | Add +7.2% | 674,394 | $37.8M |
| Wells Fargo & Company | 0.01% | Reduce -28.4% | 667,651 | $37.5M |
| TCW Group Inc. | 0.29% | Add +119.2% | 660,032 | $37.0M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.09% | Add +19.2% | 659,235 | $37.0M |
| Manufacturers Life Insurance Company, The | 0.03% | Add +0.8% | 655,742 | $36.8M |
| Natixis | 0.18% | Add +138.2% | 654,197 | $36.7M |
| Franklin Resources Inc. | 0.01% | Reduce -10.0% | 630,552 | $35.4M |
| Sei Investments Co. | 0.04% | Add +2.7% | 626,017 | $35.1M |
| Freestone Grove Partners LP | 0.26% | Reduce -51.0% | 608,913 | $34.2M |
| California Public Employees Retirement System | 0.02% | Add +6.0% | 594,949 | $33.4M |
| California State Teachers Retirement System | 0.04% | Reduce -4.2% | 584,409 | $32.8M |
| American Century Companies Inc. | 0.02% | Add +27.9% | 577,537 | $32.4M |
| Russell Investments Group, Ltd. | 0.04% | Reduce -38.8% | 576,159 | $32.3M |
| Algebris (uk) Ltd. | 5.00% | Add +37.7% | 553,972 | $31.0M |
| Royal Bank of Canada | 0.01% | Add +62.4% | 535,180 | $30.0M |
| Fiera Capital Corp | 0.10% | New | 532,240 | $29.9M |
| Tocqueville Asset Management L.P. | 0.46% | New | 532,136 | $29.9M |
| Voloridge Investment Management, LLC | 0.11% | Reduce -53.5% | 509,645 | $28.6M |
| Gillson Capital LP | 2.08% | Add +182.3% | 486,260 | $27.3M |
| DNB Asset Management AS | 0.11% | Reduce -1.5% | 464,442 | $26.1M |
| Voya Investment Management LLC | 0.03% | Reduce -5.2% | 446,795 | $25.1M |
| Lazard Asset Management LLC | 0.04% | Add +20.1% | 444,635 | $24.9M |
| BNP Paribas Financial Markets | 0.02% | Add +148.0% | 442,016 | $24.8M |
| CANADA LIFE ASSURANCE Co | 0.04% | Reduce -9.1% | 430,241 | $24.2M |
| Neuberger Berman Group LLC | 0.02% | Reduce -0.0% | 428,550 | $24.0M |
| Barclays PLC | 0.01% | Add +33.8% | 425,866 | $23.9M |
| Citadel Advisors | 0.02% | Reduce -47.4% | 411,112 | $23.1M |
| National Pension Service | 0.02% | Add +1.0% | 401,717 | $22.5M |
| State Board of Administration of Florida Retirement System | 0.04% | Add +1.0% | 395,675 | $22.2M |
| Allianz Asset Management GmbH | 0.03% | Reduce -28.3% | 376,202 | $21.1M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Reduce -21.6% | 362,216 | $20.3M |
| Four Tree Island Advisory LLC | 14.28% | Reduce -14.1% | 361,860 | $20.3M |
| Victory Capital Management Inc. | 0.01% | Reduce -14.1% | 360,762 | $20.2M |
| Citigroup Inc. | 0.01% | Reduce -4.4% | 348,087 | $19.5M |
| Millennium Management | 0.02% | Reduce -68.9% | 343,470 | $19.3M |
| New York State Common Retirement Fund | 0.03% | Add +73.7% | 343,097 | $19.2M |
| Skandinaviska Enskilda Banken AB (publ) | 0.08% | Add +126.6% | 327,774 | $18.4M |
| Envestnet Asset Management Inc. | 0.01% | Add +21.2% | 312,021 | $17.5M |
| Alliancebernstein L.P. | 0.01% | Reduce -0.9% | 312,003 | $17.5M |
| O'shaughnessy Asset Management, LLC | 0.12% | Add +7.4% | 301,124 | $16.9M |
| Community Trust & Investment Co. | 0.96% | Reduce -7.7% | 294,439 | $16.5M |
| Qube Research & Technologies Ltd | 0.02% | Add +1126.5% | 291,126 | $16.3M |
| Mitsubishi UFJ Asset Management Co., Ltd. | 0.01% | Add +11.7% | 275,681 | $15.5M |
| Janus Henderson Group PLC | 0.01% | Add +828.6% | 259,621 | $14.6M |
"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.