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Equitable Holdings, Inc.

EQH
Exchange
NYSE
Industry
Insurance Agents, Brokers & Service
SEC CIK
0001333986

In the last 90 days, Equitable Holdings, Inc. insiders filed 0 open-market purchases and 11 sales; 484 institutions reported holding it in 13F filings for Q2 2026, worth $11.6B in total; superinvestors Harris Associates (Oakmark) and Viking Global Investors hold it.

Other share classesEQH.PAEQH.PC

13F holders, Q1 2021

Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2021. Investment managers with $100 million or more in US stocks report their long positions on Form 13F within 45 days after each quarter ends. How 13F works

Institutional holders
366
No complete 13F data for Q4 2020
Shares held
411.1M
No complete 13F data for Q4 2020
Total value
$13.4B
No complete 13F data for Q4 2020

Holders and value by quarter

Institutions reporting EQH on Form 13F each quarter since Q1 2021, and the total value they reported. Values are as of each quarter end, so they also move with the share price.

Institutional holdersQ1 2021: 366 institutions
Q1 2021: 366 institutionsQ2 2021: 384 institutionsQ3 2021: 375 institutionsQ4 2021: 397 institutionsQ1 2022: 398 institutionsQ2 2022: 395 institutionsQ3 2022: 388 institutionsQ4 2022: 413 institutionsQ1 2023: 393 institutionsQ2 2023: 380 institutionsQ3 2023: 387 institutionsQ4 2023: 424 institutionsQ1 2024: 447 institutionsQ2 2024: 491 institutionsQ3 2024: 504 institutionsQ4 2024: 533 institutionsQ1 2025: 574 institutionsQ2 2025: 581 institutionsQ3 2025: 563 institutionsQ4 2025: 552 institutionsQ1 2026: 543 institutionsQ2 2026: 484 institutions
Value heldQ1 2021: $13.4B
Q1 2021: $13.4BQ2 2021: $12.6BQ3 2021: $11.9BQ4 2021: $12.6BQ1 2022: $11.6BQ2 2022: $9.61BQ3 2022: $9.69BQ4 2022: $10.4BQ1 2023: $8.93BQ2 2023: $9.35BQ3 2023: $9.46BQ4 2023: $11.0BQ1 2024: $11.9BQ2 2024: $12.5BQ3 2024: $12.6BQ4 2024: $14.2BQ1 2025: $15.5BQ2 2025: $16.6BQ3 2025: $13.9BQ4 2025: $13.4BQ1 2026: $9.73BQ2 2026: $11.6B
Institutions holding EQH and their total value by quarter
QuarterHoldersValue
Q2 2026484$11.6B
Q1 2026543$9.73B
Q4 2025552$13.4B
Q3 2025563$13.9B
Q2 2025581$16.6B
Q1 2025574$15.5B
Q4 2024533$14.2B
Q3 2024504$12.6B
Q2 2024491$12.5B
Q1 2024447$11.9B
Q4 2023424$11.0B
Q3 2023387$9.46B
Q2 2023380$9.35B
Q1 2023393$8.93B
Q4 2022413$10.4B
Q3 2022388$9.69B
Q2 2022395$9.61B
Q1 2022398$11.6B
Q4 2021397$12.6B
Q3 2021375$11.9B
Q2 2021384$12.6B
Q1 2021366$13.4B

Institutions, Q1 2021

Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc..

Livermore's 13F data starts with Q1 2021, so Q1 2021 has no change from the previous quarter.

Institutions holding EQH in Q1 2021
InstitutionSharesValue% of portfolioChange in sharesAction
Northwestern Mutual Wealth Management Co13$00.00%––
Bartlett & Co. Wealth Management LLC25$8150.00%––
First Horizon Corp46$1.00K0.00%––
Bartlett & Co. LLC25$1.00K0.00%––
First Horizon Advisors, Inc.47$1.00K0.00%––
NEXT Financial Group, Inc40$1.00K0.00%––
Capital Analysts, LLC40$1.00K0.00%––
Investors Research Corp42$1.00K0.00%––
Savior LLC28$1.00K0.00%––
Global Financial Private Client, LLC33$1.09K0.00%––
Glen Eagle Advisors, LLC59$1.93K0.00%––
AGF Investments LLC76$2.00K0.00%––
Glassman Wealth Services47$2.00K0.00%––
BerganKDV Wealth Management, LLC68$2.00K0.00%––
Firestone Capital Management51$2.00K0.00%––
Arkadios Wealth Advisors82$2.00K0.00%––
Eudaimonia Partners, LLC57$2.00K0.00%––
FourThought Financial, LLC76$2.00K0.00%––
Creative Financial Designs Inc81$3.00K0.00%––
Stuart Chaussee & Associates, Inc.102$3.00K0.00%––
Allred Capital Management, LLC109$3.56K0.00%––
Manchester Financial Inc153$5.00K0.00%––
First Command Bank196$6.00K0.00%––
First Command Financial Services, Inc.196$6.00K0.00%––
Harbour Investments, Inc.219$7.00K0.00%––
Carroll Financial Associates, Inc.244$7.00K0.00%––
Wolff Wiese Magana LLC222$7.00K0.01%––
HM Payson & Co245$8.00K0.00%––
Harbor Investment Advisory, LLC235$8.00K0.00%––
Patriot Financial Group Insurance Agency, LLC242$8.00K0.00%––
Parkside Financial Bank & Trust290$9.00K0.00%––
Zions Bancorporation, N.A.263$9.00K0.00%––
Anchor Investment Management, LLC300$9.79K0.00%––
Earnest Partners LLC316$10.0K0.00%––
Lindbrook Capital, LLC309$10.0K0.00%––
Steward Partners Investment Advisory, LLC312$10.2K0.00%––
Meridian Wealth Partners, LLC345$11.0K0.00%––
Institutional & Family Asset Management, LLC380$12.0K0.00%––
Meeder Asset Management Inc395$13.0K0.00%––
TCI Wealth Advisors, Inc.387$13.0K0.01%––
IFP Advisors, Inc375$13.0K0.00%––
Fifth Third Bancorp422$14.0K0.00%––
Private Capital Group, LLC440$14.0K0.00%––
Van Eck Associates Corp537$18.0K0.00%––
Parallel Advisors, LLC608$20.0K0.00%––
Acadian Asset Management LLC852$28.0K0.00%––
Assetmark, Inc909$30.0K0.00%––
CWM, LLC990$30.0K0.00%––
Larson Financial Group LLC957$31.0K0.01%––
Global Retirement Partners, LLC1,010$33.0K0.00%––
Berman Capital Advisors, LLC1,227$40.0K0.01%––
American Portfolios Advisors1,310$42.7K0.00%––
Ellevest, Inc.1,466$48.0K0.01%––
Factorial Partners, LLC2,000$65.2K0.05%––
Eaton Vance Management2,025$66.0K0.00%––
Shell Asset Management Co2,016$66.0K0.00%––
Quadrant Capital Group LLC2,112$69.0K0.01%––
Pinebridge Investments, L.P.2,826$92.0K0.00%––
Captrust Financial Advisors3,717$121.0K0.00%––
SG Americas Securities, LLC4,228$138.0K0.00%––
Seeyond4,555$148.0K0.01%––
American International Group, Inc.4,803$157.0K0.00%––
Banque Cantonale Vaudoise5,300$173.0K0.01%––
First Mercantile Trust Co5,615$183.0K0.02%––
Signaturefd, LLC6,049$197.0K0.01%––
People's United Financial, Inc.6,225$203.0K0.00%––
Private Advisor Group, LLC6,257$204.0K0.00%––
Virtu Financial LLC6,312$206.0K0.01%––
Kestra Private Wealth Services, LLC6,366$208.0K0.01%––
Barings LLC6,503$212.0K0.01%––
Tudor Investment Corp Et Al6,487$212.0K0.00%––
Symmetry Partners, LLC6,605$215.0K0.02%––
Parallax Volatility Advisers, L.P.6,721$219.0K0.00%––
Ameritas Investment Company, LLC6,759$220.5K0.02%––
Sowell Financial Services LLC6,411$225.0K0.01%––
Park Avenue Securities LLC6,916$226.0K0.01%––
Vestmark Advisory Solutions, Inc.6,977$228.0K0.02%––
Interchange Capital Partners, LLC4,451$231.0K0.13%––
Corient Capital Partners, LLC7,771$253.0K0.02%––
Intersect Capital LLC7,832$255.0K0.05%––
Longfellow Investment Management Co LLC8,016$262.0K0.03%––
Metropolitan Life Insurance Co8,128$265.1K0.00%––
US Bancorp8,131$266.0K0.00%––
MML Investors Services, LLC8,182$267.0K0.00%––
Verdence Capital Advisors LLC8,281$270.0K0.05%––
Level Four Advisory Services, LLC8,304$271.0K0.02%––
Jane Street Group, LLC8,383$273.0K0.00%––
The PNC Financial Services Group, Inc.8,680$283.0K0.00%––
State of Michigan Retirement System8,800$287.0K0.00%––
Equitable Holdings, Inc.8,991$293.0K0.01%––
Candriam Luxembourg S.C.A.12,310$303.0K0.00%––
Point72 Hong Kong Ltd9,325$304.0K0.02%––
Kingsview Wealth Management, LLC9,435$311.0K0.02%––
Independent Financial Group, LLC9,552$311.6K0.04%––
Lombard Odier Asset Management (Switzerland) SA9,871$322.0K0.02%––
Pitcairn Co9,931$324.0K0.02%––
44 Wealth Management LLC10,190$332.0K0.14%––
Allstate Corp10,282$335.0K0.01%––
Stephens Inc10,428$340.0K0.01%––
Arden Trust Co10,587$345.0K0.06%––