L3VLUP
ProSign in

EQH in the 13F filings

Equitable Holdings Inc · CUSIP 29452E101

Sector · InsuranceTheme · Financial services· L3VLUP-defined
Quarter
Q2 2026Q1 2026Q4 2025Q3 2025Q2 2025Q1 2025Q4 2024Q3 2024Q2 2024Q1 2024Q4 2023Q3 2023
Quarter end
31 Dec 2024
the date the book describes
Filed
14 Feb 2025
latest of these filings; the earliest 11 Feb 2025
Managers listing it
23
at least, of 95 tracked, among listed positions
Comparable managers
94
filed both Q3 2024 and Q4 2024; 15 listed it in both
Shares listed
60,559,784
combined, among listed positions
Reported value
$2.9bn
combined, at the quarter end

Among the 94 comparable managers: 16 buyers (opened or added shares) and 6 sellers (trimmed or exited), at least, among listed positions. Their net change in shares is not known from listed positions, because at least one of them lists it in only one of the two quarters.

Managers listing EQH in Q4 2024

Share of 13F value is the position’s reported value over everything the manager reported that quarter. The share change is against Q3 2024, and only where both filings list the position. A rise in value with no rise in shares is the price, not buying.

23 of 23 holders

ActionFiling
T. Rowe Price Associates Inc21,278,436$1.0bn0.12%Added+535,67114 Feb 2025 (the filing on sec.gov)
Wellington Management Group LLP8,817,020$416m0.08%Added+3,303,44912 Feb 2025 (the filing on sec.gov)
Invesco Ltd8,089,046$382m0.07%Added+355,07813 Feb 2025 (the filing on sec.gov)
Acadian Asset Management LLC5,523,379$261m0.76%Added+620,92611 Feb 2025 (the filing on sec.gov)
MFS Investment Management4,291,332$202m0.06%Trimmed-213,89112 Feb 2025 (the filing on sec.gov)
Marshall Wace LLP2,275,039$107m0.13%Added+546,93713 Feb 2025 (the filing on sec.gov)
Millennium Management LLC1,871,866$88munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Woodline Partners LP1,348,880$64m0.43%Added+3,84714 Feb 2025 (the filing on sec.gov)
Man Group PLC1,245,568$59m0.15%Addedn.a.14 Feb 2025 (the filing on sec.gov)
AQR Capital Management LLC1,029,638$49m0.06%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Freestone Grove Partners LP1,027,594$48m0.59%Heldn.a.14 Feb 2025 (the filing on sec.gov)
Voloridge Investment Management LLC1,013,563$48m0.17%Added+526,78114 Feb 2025 (the filing on sec.gov)
Arrowstreet Capital LP900,918$42munder 0.1%Trimmed-494,15412 Feb 2025 (the filing on sec.gov)
Viking Global Investors LP764,323$36m0.12%Trimmed-2,285,93914 Feb 2025 (the filing on sec.gov)
Hudson Bay Capital Management LP350,000$17m0.06%Added+50,00014 Feb 2025 (the filing on sec.gov)
Two Sigma Advisers LP241,200$11munder 0.1%Addedn.a.14 Feb 2025 (the filing on sec.gov)
Holocene Advisors LP189,434$8.9munder 0.1%Added+32,34914 Feb 2025 (the filing on sec.gov)
ExodusPoint Capital Management LP123,341$5.8munder 0.1%Addedn.a.12 Feb 2025 (the filing on sec.gov)
Quantbot Technologies LP84,079$4.0m0.14%Trimmed-22,49611 Feb 2025 (the filing on sec.gov)
Ruane Cunniff & Goldfarb LP40,832$1.9munder 0.1%Trimmed-1214 Feb 2025 (the filing on sec.gov)
Bridgewater Associates LP24,954$1.2munder 0.1%Addedn.a.13 Feb 2025 (the filing on sec.gov)
Brevan Howard Capital Management LP21,633$1.0munder 0.1%Newnew14 Feb 2025 (the filing on sec.gov)
Maverick Capital Ltd7,709$364kunder 0.1%Trimmed-33,39114 Feb 2025 (the filing on sec.gov)

Largest increases and reductions, by shares

Q3 2024 to Q4 2024, among managers that listed it in both quarters or opened it.

Increases

Reductions

New positions and exits

At least these many: a manager is shown exiting only where its own filing shows the position gone.

New (1)

Exited (0)

No exit shown by a manager’s own filing.

Ownership over time

Every quarter on file. A quarter-end value moves with the price as well as with the shares held; buyers and sellers count comparable managers, by shares.
17 in Q3 2024 to 17 in Q2 2026

Tracked managers listing it, at least.

01020302020202120222023202420252026
the quarter shown share split complete books; unmarked quarters rest on listed positionsClick a quarter to open it.
EQH by quarter
QuarterHoldersReported valueBuyersSellers
Q4 20191$20mn.a.n.a.
Q1 202013$1.6bnn.a.n.a.
Q2 202018$2.4bnn.a.n.a.
Q3 202015$2.2bnn.a.n.a.
Q4 202018$2.9bnn.a.n.a.
Q1 202117$3.5bnn.a.n.a.
Q2 202119$3.3bnn.a.n.a.
Q3 202116$2.9bnn.a.n.a.
Q4 202117$3.0bnn.a.n.a.
Q1 202216$2.2bnn.a.n.a.
Q2 202217$2.0bnn.a.n.a.
Q3 202212$2.2bnn.a.n.a.
Q4 202213$2.3bnn.a.n.a.
Q1 202316$2.0bnn.a.n.a.
Q2 202312$2.1bnn.a.n.a.
Q3 20239$2.0bnn.a.n.a.
Q4 202310$2.0bn56
Q1 202415$2.2bn96
Q2 202420$2.3bn137
Q3 202417$2.2bn99
Q4 202423$2.9bn166
Q1 202519$3.1bn138
Q2 202517$3.1bn98
Q3 20259$1.9bn211
Q4 202512$1.6bn1421
Q1 202616$1.5bn2017
Q2 202617$2.4bn2517

Compare with…

Holders over time, buyers and sellers, and the managers holding both, side by side for up to four stocks.

EQH and V →EQH and AXP →EQH and BAC →Choose a stock to compare with EQH →

How much of the picture this is

A 13F is a manager’s long US-listed equity book at a quarter end, filed up to 45 days later. It shows no shorts, cash, bonds or performance, and it is never today’s portfolio. Large books are listed to their largest positions, so a manager missing from this table may still hold a small position below that line. These are 95 tracked managers, not the institutional market.

Which funds own EQH, latest filings →Back to the 13F Explorer →