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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Metropolitan Life Insurance Co | 7,934 | $241.6K | 0.00% | −194−2.4% | Reduced |
| Intersect Capital LLC | 7,926 | $241.0K | 0.04% | +94+1.2% | Added |
| Vestmark Advisory Solutions, Inc. | 7,842 | $239.0K | 0.02% | +865+12.4% | Added |
| JustInvest LLC | 7,729 | $235.0K | 0.02% | −5,953−43.5% | Reduced |
| The PNC Financial Services Group, Inc. | 7,537 | $229.0K | 0.00% | −1,143−13.2% | Reduced |
| Black Maple Capital Management LP | 7,500 | $228.0K | 0.36% | +7,500 | New |
| Level Four Advisory Services, LLC | 7,254 | $221.0K | 0.02% | −1,050−12.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 6,768 | $206.0K | 0.05% | +6,768 | 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 |
| Vestcor Inc | 6,576 | $200.0K | 0.01% | +6,576 | New |
| Asahi Life Asset Management Co., Ltd. | 5,700 | $174.0K | 0.02% | +5,700 | New |
| Banque Cantonale Vaudoise | 5,300 | $161.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 5,037 | $153.0K | 0.02% | −578−10.3% | Reduced |
| American International Group, Inc. | 4,794 | $146.0K | 0.00% | −9−0.2% | Reduced |
| Seeyond | 4,575 | $139.0K | 0.01% | +20+0.4% | Added |
| Deseret Mutual Benefit Administrators | 4,173 | $127.0K | 0.03% | +4,173 | New |
| Captrust Financial Advisors | 3,785 | $115.0K | 0.00% | +68+1.8% | 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 |
| Pinebridge Investments, L.P. | 3,112 | $95.0K | 0.00% | +286+10.1% | Added |
| Exos Asset Management LLC | 2,745 | $84.0K | 0.04% | +2,745 | New |
| Shell Asset Management Co | 2,016 | $61.0K | 0.00% | 00.0% | Unchanged |
| CSS LLC | 1,500 | $46.0K | 0.00% | +1,500 | New |
| Leonteq Securities AG | 1,443 | $43.9K | 0.00% | +1,443 | New |
| Berman Capital Advisors, LLC | 1,367 | $41.0K | 0.01% | +140+11.4% | Added |
| 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 |
| American Portfolios Advisors | 1,310 | $39.9K | 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 |
| CWM, LLC | 990 | $30.0K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 962 | $29.0K | 0.01% | +5+0.5% | Added |
| Advisory Services Network, LLC | 871 | $27.0K | 0.00% | +871 | 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 |
| 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 |
| Eaton Vance Management | 481 | $15.0K | 0.00% | −1,544−76.2% | Reduced |
| Meeder Asset Management Inc | 440 | $13.0K | 0.00% | +45+11.4% | Added |
| 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 |
| Earnest Partners LLC | 316 | $10.0K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 300 | $9.13K | 0.00% | 00.0% | Unchanged |
| 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 |
| Zions Bancorporation, N.A. | 263 | $8.00K | 0.00% | 00.0% | Unchanged |
| Arkadios Wealth Advisors | 286 | $8.00K | 0.00% | +204+248.8% | 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 |
| 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 |
| Ellevest, Inc. | 150 | $5.00K | 0.00% | −1,316−89.8% | Reduced |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | −307−69.8% | Reduced |
| MUFG Americas Holdings Corp | 103 | $3.00K | 0.00% | +103 | New |
| 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 |
| Glen Eagle Advisors, LLC | 59 | $1.80K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.02K | 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 |
| Bartlett & Co. Wealth Management LLC | 25 | $761 | 0.00% | 00.0% | Unchanged |
| Wolverine Asset Management LLC | 1 | $0 | 0.00% | +1 | New |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −5,987,489−100.0% | Sold out |
| Arctis Global LLC | 0 | $0 | 0.00% | −339,140−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −251,124−100.0% | Sold out |
| Strycker View Capital LLC | 0 | $0 | 0.00% | −239,745−100.0% | Sold out |
| State of New Jersey Common Pension Fund D | 0 | $0 | 0.00% | −239,698−100.0% | Sold out |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −180,658−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −151,636−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −147,395−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −124,900−100.0% | Sold out |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −85,761−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −48,900−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −34,800−100.0% | Sold out |
| Junson Asset Management (Hong Kong) Ltd | 0 | $0 | 0.00% | −33,750−100.0% | Sold out |
| Gyon Technologies Capital Management, LP | 0 | $0 | 0.00% | −31,198−100.0% | Sold out |
| Caxton Associates LP | 0 | $0 | 0.00% | −30,356−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −23,200−100.0% | Sold out |