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 | 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, 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 |
|---|---|---|---|---|---|
| State of Michigan Retirement System | 8,100 | $240.0K | 0.00% | 00.0% | Unchanged |
| Symmetry Partners, LLC | 7,819 | $239.0K | 0.02% | +1,214+18.4% | Added |
| Intersect Capital LLC | 7,840 | $232.0K | 0.04% | −86−1.1% | Reduced |
| The PNC Financial Services Group, Inc. | 7,506 | $222.0K | 0.00% | −31−0.4% | Reduced |
| Metropolitan Life Insurance Co | 7,344 | $217.7K | 0.00% | −590−7.4% | Reduced |
| Independent Financial Group, LLC | 7,065 | $209.4K | 0.02% | −1,154−14.0% | Reduced |
| Ellevest, Inc. | 6,951 | $206.0K | 0.02% | +6,801+4,534.0% | Added |
| Group One Trading, L.P. | 6,191 | $184.0K | 0.00% | +6,191 | New |
| Asahi Life Asset Management Co., Ltd. | 5,800 | $172.0K | 0.02% | +100+1.8% | Added |
| Vestcor Inc | 5,701 | $169.0K | 0.01% | −875−13.3% | Reduced |
| Banque Cantonale Vaudoise | 5,300 | $157.0K | 0.01% | 00.0% | Unchanged |
| First Mercantile Trust Co | 4,559 | $135.0K | 0.02% | −478−9.5% | Reduced |
| Seeyond | 4,529 | $134.0K | 0.01% | −46−1.0% | Reduced |
| American International Group, Inc. | 4,114 | $122.0K | 0.00% | −680−14.2% | Reduced |
| Captrust Financial Advisors | 3,971 | $118.0K | 0.00% | +186+4.9% | Added |
| Cutler Group LP | 3,267 | $96.0K | 0.01% | +3,267 | New |
| Deseret Mutual Benefit Administrators | 2,813 | $83.0K | 0.02% | −1,360−32.6% | Reduced |
| Van Eck Associates Corp | 2,593 | $77.0K | 0.00% | +1,268+95.7% | Added |
| Pinebridge Investments, L.P. | 2,390 | $71.0K | 0.00% | −722−23.2% | Reduced |
| Quadrant Capital Group LLC | 2,249 | $67.0K | 0.01% | +1,481+192.8% | Added |
| Pacer Advisors, Inc. | 2,061 | $61.0K | 0.00% | −1,627−44.1% | Reduced |
| Berman Capital Advisors, LLC | 1,435 | $42.0K | 0.01% | +68+5.0% | Added |
| American Portfolios Advisors | 1,381 | $40.9K | 0.00% | +71+5.4% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $30.0K | 0.01% | 00.0% | Unchanged |
| Larson Financial Group LLC | 968 | $29.0K | 0.01% | +6+0.6% | Added |
| D'Orazio & Associates, Inc. | 848 | $25.0K | 0.01% | +848 | New |
| Assetmark, Inc | 792 | $23.0K | 0.00% | −213−21.2% | Reduced |
| 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 |
| IFP Advisors, Inc | 655 | $20.0K | 0.00% | +261+66.2% | Added |
| Bessemer Group Inc | 631 | $19.0K | 0.00% | 00.0% | Unchanged |
| Glenmede Trust Co NA | 632 | $18.0K | 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 |
| Meeder Asset Management Inc | 440 | $13.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| First Command Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| First Command Financial Services, Inc. | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 185 | $5.00K | 0.00% | +185 | New |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 59 | $1.75K | 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 |
| Global Financial Private Client, LLC | 33 | $997 | 0.00% | 00.0% | Unchanged |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −3,424,313−100.0% | Sold out |
| Moore Capital Management, LP | 0 | $0 | 0.00% | −1,180,120−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −310,000−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −308,600−100.0% | Sold out |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 0 | $0 | 0.00% | −197,521−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −163,215−100.0% | Sold out |
| Paloma Partners Management Co | 0 | $0 | 0.00% | −150,274−100.0% | Sold out |
| Kingstown Capital Management L.P. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Forsta Ap-Fonden | 0 | $0 | 0.00% | −109,700−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −92,856−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −74,238−100.0% | Sold out |
| BI Asset Management Fondsmaeglerselskab A/S | 0 | $0 | 0.00% | −49,168−100.0% | Sold out |
| Jane Street Group, LLC | 0 | $0 | 0.00% | −42,139−100.0% | Sold out |
| Seven Eight Capital, LP | 0 | $0 | 0.00% | −39,672−100.0% | Sold out |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −30,083−100.0% | Sold out |
| Origin Asset Management LLP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Barometer Capital Management Inc. | 0 | $0 | 0.00% | −27,664−100.0% | Sold out |
| Federation des caisses Desjardins du Quebec | 0 | $0 | 0.00% | −24,443−100.0% | Sold out |
| Kemnay Advisory Services Inc. | 0 | $0 | 0.00% | −23,882−100.0% | Sold out |
| Quantitative Systematic Strategies LLC | 0 | $0 | 0.00% | −19,038−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −17,730−100.0% | Sold out |
| AGF Investments LLC | 0 | $0 | 0.00% | −15,858−100.0% | Sold out |
| Abacus Planning Group, Inc. | 0 | $0 | 0.00% | −15,588−100.0% | Sold out |
| BP PLC | 0 | $0 | 0.00% | −12,956−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −11,785−100.0% | Sold out |