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, Q3 2021
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 375
- −2 vs. Q2 2021
- Shares held
- 399.9M
- −13.7M (−3.3%) vs. Q2 2021
- Total value
- $11.9B
- −$731.7M (−5.8%) vs. Q2 2021
- New holders
- 45
- 133 more added
- Sold out
- 47
- 144 more reduced
7 institutions that held it in Q2 2021 haven't filed for Q3 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Global Financial Private Client, LLC | 33 | $997 | 0.00% | 00.0% | Unchanged |
| NEXT Financial Group, Inc | 30 | $1.00K | 0.00% | +7+30.4% | Added |
| Glassman Wealth Services | 47 | $1.00K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 25 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 23 | $1.00K | 0.00% | +23 | New |
| Focused Wealth Management, Inc | 49 | $1.00K | 0.00% | +49 | New |
| Glen Eagle Advisors, LLC | 59 | $1.75K | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 81 | $2.00K | 0.00% | −132−62.0% | Reduced |
| Sonora Investment Management, LLC | 74 | $2.00K | 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 |
| Central Trust Co | 71 | $2.00K | 0.00% | +71 | New |
| First Horizon Advisors, Inc. | 122 | $3.00K | 0.00% | +75+159.6% | Added |
| Northwestern Mutual Wealth Management Co | 100 | $3.00K | 0.00% | +100 | New |
| Stonebridge Capital Advisors LLC | 97 | $3.00K | 0.00% | +97 | New |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 185 | $5.00K | 0.00% | +185 | New |
| First Command Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $7.00K | 0.00% | −21−8.0% | Reduced |
| HM Payson & Co | 245 | $7.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 252 | $7.00K | 0.00% | +252 | New |
| Smith Group Asset Management, LLC | 248 | $7.00K | 0.00% | +248 | New |
| Wolff Wiese Magana LLC | 275 | $8.00K | 0.01% | −12−4.2% | Reduced |
| Arkadios Wealth Advisors | 287 | $8.00K | 0.00% | +1+0.3% | Added |
| Patriot Financial Group Insurance Agency, LLC | 255 | $8.00K | 0.00% | +14+5.8% | Added |
| Earnest Partners LLC | 316 | $9.00K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 312 | $9.00K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 300 | $9.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 287 | $9.00K | 0.00% | +74+34.7% | Added |
| Cahill Financial Advisors Inc | 289 | $9.00K | 0.00% | +289 | New |
| Parkside Financial Bank & Trust | 347 | $11.0K | 0.00% | +57+19.7% | Added |
| Lindbrook Capital, LLC | 376 | $11.0K | 0.00% | +67+21.7% | Added |
| Meridian Wealth Partners, LLC | 380 | $11.0K | 0.00% | +380 | New |
| Fifth Third Bancorp | 405 | $12.0K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 403 | $12.0K | 0.00% | +16+4.1% | Added |
| Institutional & Family Asset Management, LLC | 416 | $12.0K | 0.00% | +36+9.5% | Added |
| Steward Partners Investment Advisory, LLC | 392 | $12.0K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 440 | $13.0K | 0.00% | 00.0% | Unchanged |
| Carroll Financial Associates, Inc. | 481 | $14.0K | 0.00% | −282−37.0% | Reduced |
| Whittier Trust Co | 470 | $14.0K | 0.00% | +470 | New |
| Glenmede Trust Co NA | 632 | $18.0K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 631 | $19.0K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 655 | $20.0K | 0.00% | +261+66.2% | Added |
| Global Retirement Partners, LLC | 746 | $22.0K | 0.00% | −265−26.2% | Reduced |
| Parallel Advisors, LLC | 759 | $22.0K | 0.00% | +151+24.8% | Added |
| Assetmark, Inc | 792 | $23.0K | 0.00% | −213−21.2% | Reduced |
| D'Orazio & Associates, Inc. | 848 | $25.0K | 0.01% | +848 | New |
| Larson Financial Group LLC | 968 | $29.0K | 0.01% | +6+0.6% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $30.0K | 0.01% | 00.0% | Unchanged |
| American Portfolios Advisors | 1,381 | $40.9K | 0.00% | +71+5.4% | Added |
| Berman Capital Advisors, LLC | 1,435 | $42.0K | 0.01% | +68+5.0% | Added |
| Pacer Advisors, Inc. | 2,061 | $61.0K | 0.00% | −1,627−44.1% | Reduced |
| Quadrant Capital Group LLC | 2,249 | $67.0K | 0.01% | +1,481+192.8% | Added |
| Pinebridge Investments, L.P. | 2,390 | $71.0K | 0.00% | −722−23.2% | Reduced |
| Van Eck Associates Corp | 2,593 | $77.0K | 0.00% | +1,268+95.7% | Added |
| Deseret Mutual Benefit Administrators | 2,813 | $83.0K | 0.02% | −1,360−32.6% | Reduced |
| Cutler Group LP | 3,267 | $96.0K | 0.01% | +3,267 | New |
| Captrust Financial Advisors | 3,971 | $118.0K | 0.00% | +186+4.9% | Added |
| American International Group, Inc. | 4,114 | $122.0K | 0.00% | −680−14.2% | Reduced |
| Seeyond | 4,529 | $134.0K | 0.01% | −46−1.0% | Reduced |
| First Mercantile Trust Co | 4,559 | $135.0K | 0.02% | −478−9.5% | Reduced |
| Banque Cantonale Vaudoise | 5,300 | $157.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 5,701 | $169.0K | 0.01% | −875−13.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,800 | $172.0K | 0.02% | +100+1.8% | Added |
| Group One Trading, L.P. | 6,191 | $184.0K | 0.00% | +6,191 | New |
| Ellevest, Inc. | 6,951 | $206.0K | 0.02% | +6,801+4,534.0% | Added |
| Independent Financial Group, LLC | 7,065 | $209.4K | 0.02% | −1,154−14.0% | Reduced |
| Metropolitan Life Insurance Co | 7,344 | $217.7K | 0.00% | −590−7.4% | Reduced |
| The PNC Financial Services Group, Inc. | 7,506 | $222.0K | 0.00% | −31−0.4% | Reduced |
| Intersect Capital LLC | 7,840 | $232.0K | 0.04% | −86−1.1% | Reduced |
| Symmetry Partners, LLC | 7,819 | $239.0K | 0.02% | +1,214+18.4% | Added |
| State of Michigan Retirement System | 8,100 | $240.0K | 0.00% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,141 | $241.0K | 0.02% | +299+3.8% | Added |
| Equitable Holdings, Inc. | 8,500 | $252.0K | 0.00% | −491−5.5% | Reduced |
| Pitcairn Co | 8,560 | $254.0K | 0.02% | −940−9.9% | Reduced |
| Veriti Management LLC | 8,683 | $257.0K | 0.04% | −210−2.4% | Reduced |
| Raymond James Trust N.A. | 8,732 | $259.0K | 0.01% | −2,586−22.8% | Reduced |
| Walleye Capital LLC | 8,766 | $260.0K | 0.01% | +8,766 | New |
| Ethic Inc. | 8,967 | $266.0K | 0.03% | +8,967 | New |
| Corient Capital Partners, LLC | 9,194 | $273.0K | 0.02% | +969+11.8% | Added |
| World Asset Management Inc | 9,361 | $277.0K | 0.03% | −1,021−9.8% | Reduced |
| Black Maple Capital Management LP | 9,500 | $282.0K | 0.43% | +2,000+26.7% | Added |
| Integrated Wealth Concepts LLC | 9,887 | $293.0K | 0.01% | +9,887 | New |
| XTX Topco Ltd | 9,949 | $295.0K | 0.10% | +9,949 | New |
| 44 Wealth Management LLC | 10,086 | $299.0K | 0.11% | +45+0.4% | Added |
| Allstate Corp | 10,384 | $308.0K | 0.01% | 00.0% | Unchanged |
| US Bancorp | 10,599 | $313.0K | 0.00% | +2,564+31.9% | Added |
| Campbell & CO Investment Adviser LLC | 10,600 | $314.0K | 0.10% | +10,600 | New |
| IBM Retirement Fund | 10,886 | $323.0K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,028 | $327.0K | 0.00% | +11,028 | New |
| CIBC World Markets Inc. | 11,120 | $330.0K | 0.00% | −5,115−31.5% | Reduced |
| Signaturefd, LLC | 11,179 | $331.0K | 0.01% | +614+5.8% | Added |
| Jacobs Levy Equity Management, Inc | 11,216 | $332.0K | 0.00% | +11,216 | New |
| Barings LLC | 11,377 | $337.0K | 0.01% | −11,530−50.3% | Reduced |
| Teza Capital Management LLC | 11,378 | $337.0K | 0.16% | +11,378 | New |
| Rothschild Investment Corp | 11,425 | $339.0K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 10,792 | $340.0K | 0.10% | −9,118−45.8% | Reduced |