Equitable HoldingsEQH
13F holders, Q3 2025 (September 30)563holders −19
57new positions
77sold out
8famous investors
$50.80avg. 13F price*
At the end of Q3 2025, 563 institutions reported holding Equitable Holdings Inc. (EQH) in their 13F filings, down 19 from Q2 2025. 57 opened new positions and 77 sold out. The largest holders were Vanguard Group Inc. ($1.6B), BlackRock, Inc. ($1.5B) and Canada Pension Plan Investment Board ($889.1M). 8 famous investors held it, including Ray Dalio (0.1% of Bridgewater Associates's portfolio), Israel Englander (0.1% of Millennium Management's portfolio) and David E. Shaw (0.0% of D. E. Shaw & Co.'s portfolio).
- Company
- Equitable Holdings Inc.
- CUSIP
- 29452E101
- Latest filing quarter
- Q2 2026
History
Number of 13F holders
Total Exit/New Position Q2 2025 → Q3 2025
| Institutions | Total Value | |
|---|---|---|
| New Positions | 57 | $333.0M |
| Exits | 77 | $194.4M |
All 13F filers, Q2 2025 → Q3 2025: 19,599,534 shares bought and 29,550,682 shares sold, net −9,951,148 shares. Counts holders who added, trimmed, opened or closed a position; split-adjusted.
Ownership 563 holders
| Vanguard Group Inc. | 0.02% | Reduce -5.0% | 32,128,910 | $1.6B |
| BlackRock, Inc. | 0.03% | Reduce -2.6% | 28,982,268 | $1.5B |
| Canada Pension Plan Investment Board | 0.62% | Reduce -0.6% | 17,508,117 | $889.1M |
| T. Rowe Price Associates Inc. | 0.09% | Reduce -3.8% | 16,125,263 | $818.8M |
| Wellington Management Group LLP | 0.11% | Reduce -3.5% | 12,385,563 | $628.9M |
| State Street Corp. | 0.02% | Reduce -0.5% | 12,270,629 | $623.1M |
| Capital International Investors | 0.09% | Add +49.5% | 11,012,837 | $559.2M |
| Geode Capital Management, LLC | 0.02% | Reduce -14.1% | 6,381,374 | $328.1M |
| Thornburg Investment Management Inc. | 3.23% | Add +0.3% | 4,867,643 | $247.2M |
| Invesco Ltd. | 0.04% | Reduce -30.5% | 4,710,323 | $239.2M |
| Massachusetts Financial Services Co. | 0.07% | Reduce -15.8% | 4,629,268 | $235.1M |
| Pzena Investment Management LLC | 0.71% | Add +1.3% | 4,297,008 | $218.2M |
| Conifer Management, L.L.C. | 33.80% | Reduce -16.0% | 4,200,000 | $213.3M |
| Northern Trust Corp. | 0.03% | Reduce -6.6% | 4,054,921 | $205.9M |
| Nordea Investment Management AB | 0.18% | Reduce -0.1% | 3,982,790 | $204.7M |
| Morgan Stanley | 0.01% | Reduce -4.5% | 4,016,013 | $203.9M |
| Boston Partners | 0.19% | Add +2.0% | 3,637,414 | $184.7M |
| Dimensional Fund Advisors LP | 0.04% | Reduce -9.2% | 3,634,554 | $184.6M |
| Bank of New York Mellon Corp | 0.03% | Reduce -0.8% | 2,989,780 | $151.8M |
| FMR LLC | 0.01% | Reduce -2.8% | 2,864,692 | $145.5M |
| Acadian Asset Management LLC | 0.23% | Reduce -49.8% | 2,610,514 | $132.5M |
| First Trust Advisors LP | 0.09% | Reduce -14.4% | 2,385,501 | $121.1M |
| Goldman Sachs Group Inc. | 0.02% | Reduce -31.2% | 2,351,765 | $119.4M |
| Federated Hermes, Inc. | 0.19% | Reduce -3.1% | 2,169,090 | $110.1M |
| Principal Financial Group Inc. | 0.05% | Reduce -7.8% | 2,131,033 | $108.2M |
| Charles Schwab Investment Management Inc. | 0.02% | Reduce -1.5% | 2,057,210 | $104.5M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | 0.48% | New | 1,999,742 | $101.5M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | 0.02% | Reduce -34.6% | 1,994,905 | $101.3M |
| Nuveen, LLC | 0.03% | Add +6.2% | 1,978,702 | $100.5M |
| Robeco Institutional Asset Management B.V. | 0.14% | Reduce -11.9% | 1,909,776 | $97.0M |
| Allspring Global Investments Holdings, LLC | 0.15% | Reduce -3.5% | 1,897,904 | $93.5M |
| Legal & General Group Plc | 0.02% | Reduce -2.3% | 1,528,910 | $77.6M |
| Millennium Management | 0.06% | Add +337.4% | 1,502,360 | $76.3M |
| JPMorgan Chase & Co. | 0.00% | Add +90.8% | 1,436,704 | $73.0M |
| London Co. of Virginia | 0.35% | Add +4141.8% | 1,235,243 | $62.7M |
| AQR Capital Management | 0.04% | Reduce -3.2% | 1,177,554 | $59.8M |
| Marshall Wace, LLP | 0.07% | Reduce -48.8% | 1,161,882 | $59.0M |
| Ameriprise Financial Inc. | 0.01% | Add +24.8% | 1,129,330 | $57.3M |
| CI Investments Inc. | 0.21% | Reduce -4.7% | 1,120,835 | $56.9M |
| Callodine Capital Management, LP | 4.68% | Add +40.9% | 1,042,693 | $52.9M |
| Ensign Peak Advisors, Inc | 0.08% | Add +0.5% | 1,012,021 | $51.4M |
| D. E. Shaw & Co. | 0.04% | Add +2559.3% | 919,924 | $46.7M |
| Los Angeles Capital Management LLC | 0.16% | Reduce -13.5% | 916,952 | $46.6M |
| Rhumbline Advisers | 0.04% | Reduce -3.3% | 904,867 | $45.9M |
| Bank of America Corp. | 0.00% | Reduce -5.4% | 893,149 | $45.4M |
| HSBC Holdings PLC | 0.03% | Reduce -11.4% | 889,059 | $45.3M |
| TrinityBridge Ltd | 1.00% | New | 887,970 | $45.1M |
| Amundi | 0.01% | Reduce -60.3% | 880,506 | $44.8M |
| Swiss National Bank | 0.03% | Reduce -5.7% | 876,000 | $44.5M |
| TCW Group Inc. | 0.36% | Add +28.5% | 848,249 | $43.1M |
| HG Vora Capital Management, LLC | 5.50% | New | 800,000 | $40.6M |
| Storebrand Asset Management As | 0.10% | Add +0.2% | 748,039 | $38.0M |
| Swedbank AB | 0.04% | Add +0.1% | 722,687 | $36.7M |
| Deutsche Bank AG | 0.01% | Reduce -12.6% | 712,642 | $36.2M |
| Sumitomo Mitsui Trust Group, Inc. | 0.02% | Add +0.7% | 712,408 | $36.2M |
| Algebris (uk) Ltd. | 4.16% | Add +28.6% | 712,460 | $36.2M |
| AustralianSuper Pty Ltd | 0.17% | Reduce -19.6% | 709,960 | $36.1M |
| Baird Financial Group, Inc. | 0.06% | Reduce -20.6% | 709,084 | $36.0M |
| American Century Companies Inc. | 0.02% | Add +22.0% | 704,600 | $35.8M |
| Bruni J V & Co. | 3.46% | Add +0.0% | 674,665 | $34.3M |
| Wells Fargo & Company | 0.01% | Reduce -0.9% | 661,687 | $33.6M |
| Manufacturers Life Insurance Company, The | 0.03% | Reduce -6.3% | 614,183 | $31.2M |
| California Public Employees Retirement System | 0.02% | Add +0.8% | 599,428 | $30.4M |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 0.07% | Reduce -10.4% | 590,641 | $30.0M |
| Jane Street Group, LLC | 0.04% | Add +370.3% | 588,107 | $29.9M |
| Raymond James Financial Inc. | 0.01% | Reduce -27.4% | 585,075 | $29.7M |
| DNB Asset Management AS | 0.11% | Add +24.7% | 579,347 | $29.4M |
| Sei Investments Co. | 0.03% | Reduce -11.1% | 556,374 | $28.3M |
| California State Teachers Retirement System | 0.03% | Reduce -5.8% | 550,804 | $28.0M |
| Bridgewater Associates | 0.11% | Add +1534.4% | 549,951 | $27.9M |
| Lazard Asset Management LLC | 0.04% | Add +22.4% | 544,089 | $27.6M |
| Barclays PLC | 0.01% | Add +25.1% | 532,833 | $27.1M |
| Advent International, L.P. | 0.54% | New | 529,600 | $26.9M |
| Freestone Grove Partners LP | 0.20% | Reduce -14.5% | 520,733 | $26.4M |
| Fiera Capital Corp | 0.09% | Reduce -2.4% | 519,672 | $26.4M |
| UBS Group AG | 0.01% | Reduce -51.2% | 511,612 | $26.0M |
| National Pension Service | 0.02% | Add +24.6% | 500,428 | $25.4M |
| T. Rowe Price Investment Management, Inc. | 0.02% | Reduce -32.2% | 488,142 | $24.8M |
| Franklin Resources Inc. | 0.01% | Reduce -25.6% | 468,848 | $23.8M |
| BNP Paribas Financial Markets | 0.02% | Reduce -0.9% | 437,912 | $22.2M |
| Balyasny Asset Management L.P. | 0.05% | New | 432,220 | $21.9M |
| Mitsubishi UFJ Trust & Banking Corp | 0.05% | Add +18.9% | 430,860 | $21.9M |
| Citigroup Inc. | 0.01% | Add +14.0% | 396,920 | $20.2M |
| Envestnet Asset Management Inc. | 0.01% | Add +23.8% | 386,333 | $19.6M |
| CANADA LIFE ASSURANCE Co | 0.03% | Reduce -13.8% | 370,638 | $19.4M |
| Tocqueville Asset Management L.P. | 0.28% | Reduce -29.9% | 372,748 | $18.9M |
| HRT Financial LP | 0.07% | Add +332.0% | 363,949 | $18.5M |
| Retirement Systems of Alabama | 0.06% | New | 362,158 | $18.4M |
| Four Tree Island Advisory LLC | 11.58% | Reduce -0.9% | 358,469 | $18.2M |
| Victory Capital Management Inc. | 0.01% | Reduce -3.8% | 346,935 | $17.6M |
| New York State Common Retirement Fund | 0.02% | Reduce -1.2% | 339,097 | $17.2M |
| State Board of Administration of Florida Retirement System | 0.03% | Reduce -18.3% | 323,367 | $16.4M |
| Brown Advisory Inc. | 0.02% | Add +42.9% | 317,584 | $16.1M |
| Voya Investment Management LLC | 0.02% | Reduce -31.4% | 306,574 | $15.6M |
| South Dakota Investment Council | 0.30% | Add +63.9% | 306,327 | $15.6M |
| Community Trust & Investment Co. | 0.82% | Add +1.9% | 300,158 | $15.2M |
| Korea Investment CORP | 0.03% | Add +24.9% | 299,391 | $15.2M |
| O'shaughnessy Asset Management, LLC | 0.09% | Reduce -1.1% | 297,803 | $15.1M |
| Alliancebernstein L.P. | 0.00% | Reduce -5.7% | 294,354 | $14.9M |
| Pictet Asset Management Holding SA | 0.01% | Add +17.6% | 280,640 | $14.3M |
"% of holder's portfolio" is EQH's weight in each manager's 13F, not the share of Equitable Holdings Inc. the manager owns.