Equitable HoldingsEQH

13F holders, Q2 2025 (June 30)
582holders +7
81new positions
71sold out
9famous investors
$56.09avg. 13F price*

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

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 2025 → Q2 2025

InstitutionsTotal Value
New Positions81$214.6M
Exits71$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.

Show all 582 holders