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, Q4 2021
Institutional positions in Equitable Holdings, Inc. as of Dec 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
- 397
- +29 vs. Q3 2021
- Shares held
- 385.2M
- −14.6M (−3.6%) vs. Q3 2021
- Total value
- $12.6B
- +$776.5M (+6.6%) vs. Q3 2021
- New holders
- 65
- 133 more added
- Sold out
- 36
- 151 more reduced
7 institutions that held it in Q3 2021 haven't filed for Q4 2021 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2021
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Allworth Financial LP | 11 | $0 | 0.00% | +11 | New |
| Credential Qtrade Securities Inc. | 26 | $852 | 0.00% | +26 | New |
| Twin Tree Management, LP | 24 | $1.00K | 0.00% | +1+4.3% | Added |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 42 | $1.00K | 0.00% | +42 | New |
| Cambridge Trust Co | 28 | $1.00K | 0.00% | +28 | New |
| Lee Financial Co | 30 | $1.00K | 0.00% | +30 | New |
| Geneos Wealth Management Inc. | 35 | $1.00K | 0.00% | +35 | New |
| Addison Advisors LLC | 38 | $1.00K | 0.00% | +38 | New |
| Newbridge Financial Services Group, Inc. | 30 | $1.00K | 0.00% | +30 | New |
| Schubert & Co | 44 | $1.00K | 0.00% | +44 | New |
| Snowden Capital Advisors LLC | 52 | $1.00K | 0.00% | +52 | New |
| Global Financial Private Client, LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $1.94K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $2.00K | 0.00% | −229−79.8% | Reduced |
| Central Trust Co | 71 | $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 |
| Focused Wealth Management, Inc | 49 | $2.00K | 0.00% | 00.0% | Unchanged |
| Aquire Wealth Advisors, LLC | 48 | $2.00K | 0.00% | +48 | New |
| NEXT Financial Group, Inc | 86 | $3.00K | 0.00% | +56+186.7% | Added |
| Barrett Asset Management, LLC | 103 | $3.00K | 0.00% | +103 | New |
| JFS Wealth Advisors, LLC | 93 | $3.00K | 0.00% | +93 | New |
| Widmann Financial Services, Inc. | 104 | $3.00K | 0.00% | +104 | New |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Command Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Patriot Financial Group Insurance Agency, LLC | 199 | $7.00K | 0.00% | −56−22.0% | Reduced |
| Carroll Financial Associates, Inc. | 244 | $8.00K | 0.00% | −237−49.3% | Reduced |
| HM Payson & Co | 245 | $8.00K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $8.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $8.00K | 0.00% | 00.0% | Unchanged |
| Amplius Wealth Advisors, LLC | 261 | $8.00K | 0.00% | +261 | New |
| Covestor Ltd | 244 | $8.00K | 0.01% | +244 | New |
| Glassman Wealth Services | 279 | $9.00K | 0.00% | +232+493.6% | Added |
| Lindbrook Capital, LLC | 309 | $10.0K | 0.00% | −67−17.8% | Reduced |
| Earnest Partners LLC | 316 | $10.0K | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 291 | $10.0K | 0.01% | +16+5.8% | Added |
| Bell Investment Advisors, Inc | 294 | $10.0K | 0.00% | +42+16.7% | Added |
| Chilton Capital Management LLC | 313 | $10.0K | 0.00% | +313 | New |
| Fortitude Advisory Group L.L.C. | 299 | $10.0K | 0.01% | +299 | New |
| Smith Group Asset Management, LLC | 325 | $11.0K | 0.00% | +77+31.0% | Added |
| Parkside Financial Bank & Trust | 364 | $12.0K | 0.00% | +17+4.9% | Added |
| Fifth Third Bancorp | 411 | $13.0K | 0.00% | +6+1.5% | Added |
| TCI Wealth Advisors, Inc. | 403 | $13.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $13.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $13.0K | 0.01% | +100+33.3% | Added |
| Institutional & Family Asset Management, LLC | 416 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 470 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 441 | $15.0K | 0.00% | +341+341.0% | Added |
| Meeder Asset Management Inc | 487 | $16.0K | 0.00% | +47+10.7% | Added |
| Eaton Vance Management | 485 | $16.0K | 0.00% | +485 | New |
| Spire Wealth Management | 499 | $16.0K | 0.00% | +499 | New |
| Whittier Trust Co of Nevada Inc | 552 | $18.0K | 0.00% | +367+198.4% | Added |
| Evoke Wealth, LLC | 578 | $19.0K | 0.00% | +578 | New |
| IFP Advisors, Inc | 695 | $23.0K | 0.00% | +40+6.1% | Added |
| Quantbot Technologies LP | 702 | $23.0K | 0.00% | +702 | New |
| Aquatic Capital Management LLC | 700 | $23.0K | 0.04% | +700 | New |
| Umb Bank N A | 772 | $25.0K | 0.00% | +772 | New |
| CWM, LLC | 759 | $25.0K | 0.00% | +759 | New |
| EverSource Wealth Advisors, LLC | 833 | $27.0K | 0.01% | +833 | New |
| Larson Financial Group LLC | 973 | $32.0K | 0.01% | +5+0.5% | Added |
| Glenmede Trust Co NA | 1,009 | $32.0K | 0.00% | +377+59.7% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $33.0K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 1,052 | $34.0K | 0.00% | +293+38.6% | Added |
| Washington Trust Advisors, Inc. | 1,208 | $40.0K | 0.00% | +1,208 | New |
| American Portfolios Advisors | 1,381 | $45.3K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 1,815 | $60.0K | 0.01% | +1,815 | New |
| Tower Research Capital LLC (TRC) | 1,890 | $62.0K | 0.00% | −21,498−91.9% | Reduced |
| Pinebridge Investments, L.P. | 2,314 | $76.0K | 0.00% | −76−3.2% | Reduced |
| Assetmark, Inc | 2,426 | $80.0K | 0.00% | +1,634+206.3% | Added |
| Quadrant Capital Group LLC | 2,476 | $81.0K | 0.01% | +227+10.1% | Added |
| Confluence Wealth Services, Inc. | 2,515 | $82.0K | 0.03% | +2,515 | New |
| Bessemer Group Inc | 2,771 | $91.0K | 0.00% | +2,140+339.1% | Added |
| Deseret Mutual Benefit Administrators | 2,813 | $92.0K | 0.02% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 2,898 | $95.0K | 0.00% | −951,423−99.7% | Reduced |
| Van Eck Associates Corp | 3,320 | $109.0K | 0.00% | +727+28.0% | Added |
| AIA Group Ltd | 3,715 | $122.0K | 0.01% | +3,715 | New |
| American International Group, Inc. | 3,894 | $128.0K | 0.00% | −220−5.3% | Reduced |
| Seeyond | 4,529 | $148.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,501 | $148.0K | 0.00% | +530+13.3% | Added |
| Vestcor Inc | 4,808 | $158.0K | 0.01% | −893−15.7% | Reduced |
| Banque Cantonale Vaudoise | 5,300 | $173.0K | 0.01% | 00.0% | Unchanged |
| Cutler Group LP | 5,600 | $183.0K | 0.01% | +2,333+71.4% | Added |
| Park Avenue Securities LLC | 6,119 | $201.0K | 0.00% | +6,119 | New |
| IBM Retirement Fund | 6,169 | $202.0K | 0.03% | −4,717−43.3% | Reduced |
| Vontobel Holding Ltd. | 6,163 | $202.0K | 0.00% | +6,163 | New |
| Vident Investment Advisory, LLC | 6,214 | $203.0K | 0.01% | +6,214 | New |
| Kestra Private Wealth Services, LLC | 6,248 | $205.0K | 0.01% | +6,248 | New |
| FORA Capital, LLC | 6,422 | $211.0K | 0.08% | +6,422 | New |
| Diversified Trust Co | 6,838 | $224.0K | 0.01% | +6,838 | New |
| Private Advisor Group, LLC | 6,856 | $225.0K | 0.00% | +6,856 | New |
| Toroso Investments, LLC | 7,066 | $232.0K | 0.01% | +7,066 | New |
| Metropolitan Life Insurance Co | 7,229 | $237.0K | 0.00% | −115−1.6% | Reduced |
| MML Investors Services, LLC | 7,446 | $244.0K | 0.00% | +7,446 | New |
| Clear Street Markets LLC | 7,500 | $246.0K | 0.02% | +7,500 | New |
| qPULA Trading Management LP | 7,709 | $253.0K | 0.45% | +7,709 | New |
| Symmetry Partners, LLC | 7,819 | $256.0K | 0.02% | 00.0% | Unchanged |
| Intersect Capital LLC | 7,840 | $257.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 7,875 | $258.0K | 0.02% | +924+13.3% | Added |