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.
13F holders, Q2 2021
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 384
- +19 vs. Q1 2021
- Shares held
- 413.8M
- +3.16M (+0.8%) vs. Q1 2021
- Total value
- $12.6B
- −$794.6M (−5.9%) vs. Q1 2021
- New holders
- 59
- 136 more added
- Sold out
- 40
- 143 more reduced
1 institution that held it in Q1 2021 haven't filed for Q2 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2021: new holders, sold out and not filed yet
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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 484 | $11.6B |
| Q1 2026 | 543 | $9.73B |
| Q4 2025 | 552 | $13.4B |
| Q3 2025 | 563 | $13.9B |
| Q2 2025 | 581 | $16.6B |
| Q1 2025 | 574 | $15.5B |
| Q4 2024 | 533 | $14.2B |
| Q3 2024 | 504 | $12.6B |
| Q2 2024 | 491 | $12.5B |
| Q1 2024 | 447 | $11.9B |
| Q4 2023 | 424 | $11.0B |
| Q3 2023 | 387 | $9.46B |
| Q2 2023 | 380 | $9.35B |
| Q1 2023 | 393 | $8.93B |
| Q4 2022 | 413 | $10.4B |
| Q3 2022 | 388 | $9.69B |
| Q2 2022 | 395 | $9.61B |
| Q1 2022 | 398 | $11.6B |
| Q4 2021 | 397 | $12.6B |
| Q3 2021 | 375 | $11.9B |
| Q2 2021 | 384 | $12.6B |
| Q1 2021 | 366 | $13.4B |
Institutions, Q2 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Bartlett & Co. Wealth Management LLC | 25 | $761 | 0.00% | 00.0% | Unchanged |
| Glassman Wealth Services | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Corp | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Bartlett & Co. LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 23 | $1.00K | 0.00% | −17−42.5% | Reduced |
| Capital Analysts, LLC | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Savior LLC | 28 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Global Financial Private Client, LLC | 33 | $1.02K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $1.80K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| FourThought Financial, LLC | 76 | $2.00K | 0.00% | 00.0% | Unchanged |
| Sonora Investment Management, LLC | 74 | $2.00K | 0.00% | +74 | New |
| MUFG Americas Holdings Corp | 103 | $3.00K | 0.00% | +103 | New |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | −307−69.8% | Reduced |
| Ellevest, Inc. | 150 | $5.00K | 0.00% | −1,316−89.8% | Reduced |
| Harbour Investments, Inc. | 213 | $6.00K | 0.00% | −6−2.7% | Reduced |
| First Command Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 213 | $6.00K | 0.00% | +132+163.0% | Added |
| HM Payson & Co | 245 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 241 | $7.00K | 0.00% | −1−0.4% | Reduced |
| Smith Asset Management Group LP | 232 | $7.00K | 0.00% | +232 | New |
| Zions Bancorporation, N.A. | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 286 | $8.00K | 0.00% | +204+248.8% | Added |
| Lindbrook Capital, LLC | 309 | $9.00K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 290 | $9.00K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 287 | $9.00K | 0.01% | +65+29.3% | Added |
| Simplex Trading, LLC | 312 | $9.00K | 0.00% | +312 | New |
| Lake Point Wealth Management | 300 | $9.00K | 0.00% | +300 | New |
| Anchor Investment Management, LLC | 300 | $9.13K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 316 | $10.0K | 0.00% | 00.0% | Unchanged |
| Fifth Third Bancorp | 405 | $12.0K | 0.00% | −17−4.0% | Reduced |
| TCI Wealth Advisors, Inc. | 387 | $12.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 394 | $12.0K | 0.00% | +19+5.1% | Added |
| Institutional & Family Asset Management, LLC | 380 | $12.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $12.0K | 0.00% | +80+25.6% | Added |
| Meeder Asset Management Inc | 440 | $13.0K | 0.00% | +45+11.4% | Added |
| Eaton Vance Management | 481 | $15.0K | 0.00% | −1,544−76.2% | Reduced |
| Bessemer Group Inc | 631 | $19.0K | 0.00% | −11,723−94.9% | Reduced |
| Parallel Advisors, LLC | 608 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 632 | $19.0K | 0.00% | +632 | New |
| PNC Managed Account Solutions, Inc. | 612 | $19.0K | 0.00% | +612 | New |
| Quadrant Capital Group LLC | 768 | $23.0K | 0.00% | −1,344−63.6% | Reduced |
| Carroll Financial Associates, Inc. | 763 | $23.0K | 0.00% | +519+212.7% | Added |
| Advisory Services Network, LLC | 871 | $27.0K | 0.00% | +871 | New |
| Larson Financial Group LLC | 962 | $29.0K | 0.01% | +5+0.5% | Added |
| CWM, LLC | 990 | $30.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,011 | $31.0K | 0.00% | +1+0.1% | Added |
| Assetmark, Inc | 1,005 | $31.0K | 0.00% | +96+10.6% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $31.0K | 0.00% | +1,023 | New |
| American Portfolios Advisors | 1,310 | $39.9K | 0.00% | 00.0% | Unchanged |
| Van Eck Associates Corp | 1,325 | $40.0K | 0.00% | +788+146.7% | Added |
| Alpha Paradigm Partners, LLC | 1,303 | $40.0K | 0.02% | +1,303 | New |
| Berman Capital Advisors, LLC | 1,367 | $41.0K | 0.01% | +140+11.4% | Added |
| Leonteq Securities AG | 1,443 | $43.9K | 0.00% | +1,443 | New |
| CSS LLC | 1,500 | $46.0K | 0.00% | +1,500 | New |
| Shell Asset Management Co | 2,016 | $61.0K | 0.00% | 00.0% | Unchanged |
| Exos Asset Management LLC | 2,745 | $84.0K | 0.04% | +2,745 | New |
| Pinebridge Investments, L.P. | 3,112 | $95.0K | 0.00% | +286+10.1% | Added |
| Panagora Asset Management Inc | 3,691 | $112.0K | 0.00% | −190,608−98.1% | Reduced |
| Pacer Advisors, Inc. | 3,688 | $112.0K | 0.00% | +3,688 | New |
| Captrust Financial Advisors | 3,785 | $115.0K | 0.00% | +68+1.8% | Added |
| Deseret Mutual Benefit Administrators | 4,173 | $127.0K | 0.03% | +4,173 | New |
| Seeyond | 4,575 | $139.0K | 0.01% | +20+0.4% | Added |
| American International Group, Inc. | 4,794 | $146.0K | 0.00% | −9−0.2% | Reduced |
| First Mercantile Trust Co | 5,037 | $153.0K | 0.02% | −578−10.3% | Reduced |
| Banque Cantonale Vaudoise | 5,300 | $161.0K | 0.01% | 00.0% | Unchanged |
| Asahi Life Asset Management Co., Ltd. | 5,700 | $174.0K | 0.02% | +5,700 | New |
| Vestcor Inc | 6,576 | $200.0K | 0.01% | +6,576 | New |
| Symmetry Partners, LLC | 6,605 | $201.0K | 0.01% | 00.0% | Unchanged |
| Cetera Investment Advisers | 6,593 | $201.0K | 0.00% | +6,593 | New |
| Y-Intercept (Hong Kong) Ltd | 6,768 | $206.0K | 0.05% | +6,768 | New |
| Level Four Advisory Services, LLC | 7,254 | $221.0K | 0.02% | −1,050−12.6% | Reduced |
| Black Maple Capital Management LP | 7,500 | $228.0K | 0.36% | +7,500 | New |
| The PNC Financial Services Group, Inc. | 7,537 | $229.0K | 0.00% | −1,143−13.2% | Reduced |
| JustInvest LLC | 7,729 | $235.0K | 0.02% | −5,953−43.5% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,842 | $239.0K | 0.02% | +865+12.4% | Added |
| Intersect Capital LLC | 7,926 | $241.0K | 0.04% | +94+1.2% | Added |
| Metropolitan Life Insurance Co | 7,934 | $241.6K | 0.00% | −194−2.4% | Reduced |
| US Bancorp | 8,035 | $244.0K | 0.00% | −96−1.2% | Reduced |
| Illinois Municipal Retirement Fund | 8,031 | $245.0K | 0.01% | +8,031 | New |
| State of Michigan Retirement System | 8,100 | $247.0K | 0.00% | −700−8.0% | Reduced |
| Corient Capital Partners, LLC | 8,225 | $250.0K | 0.02% | +454+5.8% | Added |
| Independent Financial Group, LLC | 8,219 | $250.3K | 0.03% | −1,333−14.0% | Reduced |
| Oppenheimer & Co Inc | 8,434 | $257.0K | 0.00% | −4,000−32.2% | Reduced |
| Diametric Capital, LP | 48,234 | $262.0K | 0.19% | +4,626+10.6% | Added |
| Vontobel Holding Ltd. | 8,917 | $267.0K | 0.00% | +8,917 | New |
| Veriti Management LLC | 8,893 | $271.0K | 0.04% | +8,893 | New |
| Equitable Holdings, Inc. | 8,991 | $274.0K | 0.00% | 00.0% | Unchanged |
| Pitcairn Co | 9,500 | $289.0K | 0.02% | −431−4.3% | Reduced |
| Quadrature Capital Ltd | 9,587 | $292.0K | 0.01% | +9,587 | New |
| Lombard Odier Asset Management (Switzerland) SA | 9,871 | $301.0K | 0.02% | 00.0% | Unchanged |
| 44 Wealth Management LLC | 10,041 | $306.0K | 0.12% | −149−1.5% | Reduced |
| Arden Trust Co | 10,244 | $312.0K | 0.05% | −343−3.2% | Reduced |
| World Asset Management Inc | 10,382 | $316.0K | 0.03% | −1,574−13.2% | Reduced |