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 | 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, 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 |
|---|---|---|---|---|---|
| qPULA Trading Management LP | 7,709 | $253.0K | 0.45% | +7,709 | New |
| Clear Street Markets LLC | 7,500 | $246.0K | 0.02% | +7,500 | New |
| MML Investors Services, LLC | 7,446 | $244.0K | 0.00% | +7,446 | New |
| Metropolitan Life Insurance Co | 7,229 | $237.0K | 0.00% | −115−1.6% | Reduced |
| Toroso Investments, LLC | 7,066 | $232.0K | 0.01% | +7,066 | New |
| Private Advisor Group, LLC | 6,856 | $225.0K | 0.00% | +6,856 | New |
| Diversified Trust Co | 6,838 | $224.0K | 0.01% | +6,838 | New |
| FORA Capital, LLC | 6,422 | $211.0K | 0.08% | +6,422 | New |
| Kestra Private Wealth Services, LLC | 6,248 | $205.0K | 0.01% | +6,248 | New |
| Vident Investment Advisory, LLC | 6,214 | $203.0K | 0.01% | +6,214 | 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 |
| Park Avenue Securities LLC | 6,119 | $201.0K | 0.00% | +6,119 | New |
| Cutler Group LP | 5,600 | $183.0K | 0.01% | +2,333+71.4% | Added |
| Banque Cantonale Vaudoise | 5,300 | $173.0K | 0.01% | 00.0% | Unchanged |
| Vestcor Inc | 4,808 | $158.0K | 0.01% | −893−15.7% | Reduced |
| Seeyond | 4,529 | $148.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 4,501 | $148.0K | 0.00% | +530+13.3% | Added |
| American International Group, Inc. | 3,894 | $128.0K | 0.00% | −220−5.3% | Reduced |
| AIA Group Ltd | 3,715 | $122.0K | 0.01% | +3,715 | New |
| Van Eck Associates Corp | 3,320 | $109.0K | 0.00% | +727+28.0% | Added |
| Thompson Siegel & Walmsley LLC | 2,898 | $95.0K | 0.00% | −951,423−99.7% | Reduced |
| Deseret Mutual Benefit Administrators | 2,813 | $92.0K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,771 | $91.0K | 0.00% | +2,140+339.1% | Added |
| Confluence Wealth Services, Inc. | 2,515 | $82.0K | 0.03% | +2,515 | New |
| Quadrant Capital Group LLC | 2,476 | $81.0K | 0.01% | +227+10.1% | Added |
| Assetmark, Inc | 2,426 | $80.0K | 0.00% | +1,634+206.3% | Added |
| Pinebridge Investments, L.P. | 2,314 | $76.0K | 0.00% | −76−3.2% | Reduced |
| Tower Research Capital LLC (TRC) | 1,890 | $62.0K | 0.00% | −21,498−91.9% | Reduced |
| Quent Capital, LLC | 1,815 | $60.0K | 0.01% | +1,815 | New |
| American Portfolios Advisors | 1,381 | $45.3K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,208 | $40.0K | 0.00% | +1,208 | New |
| Parallel Advisors, LLC | 1,052 | $34.0K | 0.00% | +293+38.6% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $33.0K | 0.01% | 00.0% | Unchanged |
| 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 |
| EverSource Wealth Advisors, LLC | 833 | $27.0K | 0.01% | +833 | New |
| Umb Bank N A | 772 | $25.0K | 0.00% | +772 | New |
| CWM, LLC | 759 | $25.0K | 0.00% | +759 | 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 |
| Evoke Wealth, LLC | 578 | $19.0K | 0.00% | +578 | New |
| Whittier Trust Co of Nevada Inc | 552 | $18.0K | 0.00% | +367+198.4% | 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 | 470 | $15.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 441 | $15.0K | 0.00% | +341+341.0% | Added |
| Institutional & Family Asset Management, LLC | 416 | $14.0K | 0.00% | 00.0% | Unchanged |
| 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 |
| Parkside Financial Bank & Trust | 364 | $12.0K | 0.00% | +17+4.9% | Added |
| Smith Group Asset Management, LLC | 325 | $11.0K | 0.00% | +77+31.0% | 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 |
| Glassman Wealth Services | 279 | $9.00K | 0.00% | +232+493.6% | Added |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 199 | $7.00K | 0.00% | −56−22.0% | Reduced |
| First Command Bank | 196 | $6.00K | 0.00% | 00.0% | Unchanged |
| Private Capital Group, LLC | 133 | $4.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 122 | $4.00K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Glen Eagle Advisors, LLC | 59 | $1.94K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.08K | 0.00% | 00.0% | Unchanged |
| 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 |
| Credential Qtrade Securities Inc. | 26 | $852 | 0.00% | +26 | New |
| Allworth Financial LP | 11 | $0 | 0.00% | +11 | New |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −1,795,383−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −325,000−100.0% | Sold out |
| AMP Capital Investors Ltd | 0 | $0 | 0.00% | −254,979−100.0% | Sold out |