Institutional Ownership Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH). We have compiled data on the 541 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $15.2 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Vanguard Group Inc
Valley Forge, PA |
Nov 13, 2024 Q3 2024 |
36,244,318
shares
|
$1.97 Billion
0.03% of portfolio
|
Q3 2024
Reduced 0.32%
|
|
|
Black Rock Inc.
New York, NY |
Aug 13, 2024 Q2 2024 |
26,326,279
shares
|
$1.43 Billion
0.02% of portfolio
|
Q2 2024
Reduced 17.82%
|
|
|
Price T Rowe Associates Inc
Baltimore, MD |
Nov 14, 2024 Q3 2024 |
20,742,765
shares
|
$1.13 Billion
0.1% of portfolio
|
Q3 2024
Reduced 1.58%
|
|
|
Canada Pension Plan Investment Board
Toronto Ontario, A6 |
Nov 14, 2024 Q3 2024 |
18,952,271
shares
|
$1.03 Billion
0.81% of portfolio
|
Q3 2024
Added 1.6%
|
|
|
Richard Pzena
Pzena Investment Management LLC
|
Nov 08, 2024 Q3 2024 |
16,432,139
shares
|
$894 Million
2.29% of portfolio
|
Q3 2024
Reduced 11.86%
|
|
|
State Street Corp
Boston, MA |
Nov 14, 2024 Q3 2024 |
12,976,870
shares
|
$706 Million
0.02% of portfolio
|
Q3 2024
Added 2.68%
|
|
|
Invesco Ltd.
Atlanta, GA |
Nov 12, 2024 Q3 2024 |
7,733,968
shares
|
$421 Million
0.07% of portfolio
|
Q3 2024
Added 6.74%
|
|
|
First Trust Advisors LP
Wheaton, IL |
Nov 13, 2024 Q3 2024 |
7,465,183
shares
|
$406 Million
0.31% of portfolio
|
Q3 2024
Added 13.55%
|
|
|
Greg Alexander
Conifer Management, L.L.C. | New York, Ny
|
Nov 13, 2024 Q3 2024 |
6,000,000
shares
|
$327 Million
30.39% of portfolio
|
Q2 2024
Reduced 12.46%
|
|
|
Geode Capital Management, LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
5,675,311
shares
|
$309 Million
0.02% of portfolio
|
Q3 2024
Reduced 17.82%
|
|
|
Wellington Management Group LLP
Boston, MA |
Nov 14, 2024 Q3 2024 |
5,513,571
shares
|
$300 Million
0.04% of portfolio
|
Q3 2024
Added 3.02%
|
|
|
Thornburg Investment Management Inc
|
Nov 08, 2024 Q3 2024 |
5,267,993
shares
|
$287 Million
3.09% of portfolio
|
Q1 2024
Reduced 3.25%
|
|
|
Acadian Asset Management LLC
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,902,453
shares
|
$267 Million
0.64% of portfolio
|
Q3 2024
Added 54.73%
|
|
|
Massachusetts Financial Services CO
Boston, MA |
Nov 12, 2024 Q3 2024 |
4,505,223
shares
|
$245 Million
0.06% of portfolio
|
Q3 2024
Reduced 8.87%
|
|
|
Dimensional Fund Advisors LP
Austin, TX |
Nov 07, 2024 Q3 2024 |
4,134,988
shares
|
$225 Million
0.04% of portfolio
|
Q3 2024
Added 1.26%
|
|
|
Sessa Capital Im, L.P.
New York, NY |
Nov 12, 2024 Q3 2024 |
4,035,058
shares
|
$220 Million
7.08% of portfolio
|
Q3 2024
Reduced 19.23%
|
|
|
Morgan Stanley
New York, NY |
Nov 14, 2024 Q3 2024 |
3,800,139
shares
|
$207 Million
0.01% of portfolio
|
Q3 2024
Added 26.91%
|
|
|
Northern Trust Corp
Chicago, IL |
Nov 13, 2024 Q3 2024 |
3,355,569
shares
|
$183 Million
0.02% of portfolio
|
Q3 2024
Reduced 4.36%
|
|
|
Viking Global Investors LP
|
Nov 14, 2024 Q3 2024 |
3,050,262
shares
|
$166 Million
0.5% of portfolio
|
Q3 2024
Reduced 47.94%
|
|
|
Principal Financial Group Inc
Des Moines, IA |
Jan 31, 2025 Q4 2024 |
2,554,890
shares
|
$139 Million
0.07% of portfolio
|
Q4 2024
Added 20.65%
|
|
|
Hsbc Holdings PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,434,185
shares
|
$132 Million
0.06% of portfolio
|
Q3 2024
Reduced 64.41%
|
|
|
Ubs Asset Management Americas Inc
Chicago, IL |
Nov 14, 2024 Q3 2024 |
2,220,356
shares
|
$121 Million
0.02% of portfolio
|
Q3 2024
Added 2.51%
|
|
|
Charles Schwab Investment Management Inc
San Francisco, CA |
Nov 12, 2024 Q3 2024 |
2,165,115
shares
|
$118 Million
0.02% of portfolio
|
Q3 2024
Added 3.29%
|
|
|
Capital International Investors
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
2,093,613
shares
|
$114 Million
0.02% of portfolio
|
Q3 2024
Added 75.6%
|
|
|
Legal & General Group PLC
London, X0 |
Nov 14, 2024 Q3 2024 |
2,091,403
shares
|
$114 Million
0.02% of portfolio
|
Q3 2024
Added 0.34%
|