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, Q1 2022
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2022. 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
- 398
- +7 vs. Q4 2021
- Shares held
- 375.5M
- −9.25M (−2.4%) vs. Q4 2021
- Total value
- $11.6B
- −$1.01B (−8.0%) vs. Q4 2021
- New holders
- 57
- 142 more added
- Sold out
- 50
- 164 more reduced
6 institutions that held it in Q4 2021 haven't filed for Q1 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2021.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 10 | $0 | 0.00% | +10 | New |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | New |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | New |
| Thompson Siegel & Walmsley LLC | 26 | $1.00K | 0.00% | −2,872−99.1% | Reduced |
| Albion Financial Group | 21 | $1.00K | 0.00% | −21−50.0% | Reduced |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 35 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 47 | $1.00K | 0.00% | +9+23.7% | Added |
| Prospera Financial Services Inc | 19 | $1.00K | 0.00% | +19 | New |
| Atticus Wealth Management, LLC | 19 | $1.00K | 0.00% | +19 | New |
| TCWP LLC | 45 | $1.00K | 0.00% | +45 | New |
| Global Financial Private Client, LLC | 33 | $1.02K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 62 | $2.00K | 0.00% | −60−49.2% | Reduced |
| Central Trust Co | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 50 | $2.00K | 0.00% | +1+2.0% | Added |
| BerganKDV Wealth Management, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 55 | $2.00K | 0.00% | +11+25.0% | Added |
| Creative Financial Designs Inc | 66 | $2.00K | 0.00% | +66 | New |
| Disciplined Investments, LLC | 68 | $2.00K | 0.00% | +68 | New |
| Concord Wealth Partners | 50 | $2.00K | 0.00% | +50 | New |
| Spire Wealth Management | 100 | $3.00K | 0.00% | −399−80.0% | Reduced |
| Fifth Third Bancorp | 102 | $3.00K | 0.00% | −309−75.2% | Reduced |
| Rock Creek Group, LP | 128 | $4.00K | 0.00% | +128 | New |
| Cordant, Inc. | 135 | $4.00K | 0.00% | +135 | New |
| Beaird Harris Wealth Management, LLC | 125 | $4.00K | 0.00% | +125 | New |
| Patriot Financial Group Insurance Agency, LLC | 195 | $6.00K | 0.00% | −4−2.0% | Reduced |
| Glassman Wealth Services | 219 | $7.00K | 0.00% | −60−21.5% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $7.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 242 | $7.00K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 215 | $7.00K | 0.00% | +122+131.2% | Added |
| Lindbrook Capital, LLC | 297 | $9.00K | 0.00% | −12−3.9% | Reduced |
| Wolff Wiese Magana LLC | 278 | $9.00K | 0.01% | −13−4.5% | Reduced |
| Fortitude Advisory Group L.L.C. | 299 | $9.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 289 | $9.00K | 0.00% | +44+18.0% | Added |
| Smith Group Asset Management, LLC | 308 | $10.0K | 0.00% | −17−5.2% | Reduced |
| Earnest Partners LLC | 316 | $10.0K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $12.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $12.0K | 0.01% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 392 | $12.0K | 0.00% | +28+7.7% | Added |
| Northwestern Mutual Wealth Management Co | 423 | $13.0K | 0.00% | −18−4.1% | Reduced |
| Institutional & Family Asset Management, LLC | 411 | $13.0K | 0.00% | −5−1.2% | Reduced |
| TCI Wealth Advisors, Inc. | 407 | $13.0K | 0.00% | +4+1.0% | Added |
| Covestor Ltd | 429 | $13.0K | 0.01% | +185+75.8% | Added |
| AdvisorNet Financial, Inc | 429 | $13.0K | 0.00% | +429 | New |
| Meeder Asset Management Inc | 446 | $14.0K | 0.00% | −41−8.4% | Reduced |
| Simplex Trading, LLC | 525 | $16.0K | 0.00% | −14,976−96.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 552 | $17.0K | 0.00% | 00.0% | Unchanged |
| Evoke Wealth, LLC | 578 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 668 | $21.0K | 0.00% | +198+42.1% | Added |
| Global Retirement Partners, LLC | 809 | $23.0K | 0.00% | +809 | New |
| Umb Bank N A | 772 | $24.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 813 | $25.0K | 0.02% | +813 | New |
| EverSource Wealth Advisors, LLC | 833 | $26.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $26.0K | 0.02% | +845 | New |
| Allworth Financial LP | 897 | $28.0K | 0.00% | +886+8,054.5% | Added |
| Larson Financial Group LLC | 979 | $30.0K | 0.00% | +6+0.6% | Added |
| Parallel Advisors, LLC | 987 | $31.0K | 0.00% | −65−6.2% | Reduced |
| Harvest Fund Management Co., Ltd | 1,023 | $31.0K | 0.01% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 1,044 | $32.0K | 0.00% | −164−13.6% | Reduced |
| American Portfolios Advisors | 1,291 | $39.9K | 0.00% | −90−6.5% | Reduced |
| Selective Wealth Management, Inc. | 1,500 | $46.0K | 0.02% | +1,500 | New |
| CWM, LLC | 1,744 | $54.0K | 0.00% | +985+129.8% | Added |
| IFP Advisors, Inc | 2,358 | $68.0K | 0.00% | +1,663+239.3% | Added |
| Deseret Mutual Benefit Administrators | 2,348 | $73.0K | 0.01% | −465−16.5% | Reduced |
| Quent Capital, LLC | 2,399 | $74.0K | 0.01% | +584+32.2% | Added |
| Quadrant Capital Group LLC | 2,421 | $75.0K | 0.01% | −55−2.2% | Reduced |
| Bessemer Group Inc | 2,771 | $86.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,109 | $96.1K | 0.03% | +3,050+5,169.5% | Added |
| American International Group, Inc. | 3,665 | $113.0K | 0.00% | −229−5.9% | Reduced |
| Seeyond | 4,441 | $137.0K | 0.01% | −88−1.9% | Reduced |
| Van Eck Associates Corp | 4,804 | $148.0K | 0.00% | +1,484+44.7% | Added |
| AIA Group Ltd | 4,931 | $152.0K | 0.01% | +1,216+32.7% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,993 | $154.0K | 0.01% | +4,993 | New |
| Twin Tree Management, LP | 5,041 | $156.0K | 0.00% | +5,017+20,904.2% | Added |
| Banque Cantonale Vaudoise | 5,300 | $164.0K | 0.01% | 00.0% | Unchanged |
| Captrust Financial Advisors | 5,856 | $181.0K | 0.00% | +1,355+30.1% | Added |
| Vestcor Inc | 5,994 | $185.0K | 0.01% | +1,186+24.7% | Added |
| MetLife Investment Management | 7,004 | $216.5K | 0.00% | +7,004 | New |
| MML Investors Services, LLC | 7,100 | $219.0K | 0.00% | −346−4.6% | Reduced |
| Assetmark, Inc | 7,172 | $222.0K | 0.00% | +4,746+195.6% | Added |
| Pitcairn Co | 7,423 | $229.0K | 0.02% | −983−11.7% | Reduced |
| CIBC World Markets Inc. | 7,475 | $231.0K | 0.00% | −654−8.0% | Reduced |
| Banco Santander, S.A. | 7,574 | $234.0K | 0.00% | +7,574 | New |
| Balentine LLC | 7,618 | $235.0K | 0.01% | +7,618 | New |
| Nomura Holdings Inc | 7,725 | $238.0K | 0.00% | −42,458−84.6% | Reduced |
| Symmetry Partners, LLC | 7,819 | $242.0K | 0.02% | 00.0% | Unchanged |
| Interchange Capital Partners, LLC | 8,162 | $252.0K | 0.26% | −52−0.6% | Reduced |
| Ellevest, Inc. | 8,154 | $252.0K | 0.02% | +279+3.5% | Added |
| Teza Capital Management LLC | 8,151 | $252.0K | 0.09% | +8,151 | New |
| Toroso Investments, LLC | 8,194 | $253.0K | 0.01% | +1,128+16.0% | Added |
| Veriti Management LLC | 8,247 | $255.0K | 0.03% | −252−3.0% | Reduced |
| Intersect Capital LLC | 8,505 | $263.0K | 0.05% | +665+8.5% | Added |
| Prudential PLC | 8,610 | $266.0K | 0.00% | +8,610 | New |
| Virtu Financial LLC | 8,742 | $270.0K | 0.02% | +8,742 | New |
| The PNC Financial Services Group, Inc. | 8,807 | $273.0K | 0.00% | −39−0.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,874 | $274.0K | 0.02% | +8,874 | New |
| Stephens Inc | 9,078 | $281.0K | 0.00% | −771−7.8% | Reduced |
| We Are One Seven, LLC | 9,144 | $283.0K | 0.03% | +9,144 | New |
| Private Advisor Group, LLC | 9,261 | $287.0K | 0.00% | +2,405+35.1% | Added |
| Integrated Wealth Concepts LLC | 9,702 | $300.0K | 0.01% | −635−6.1% | Reduced |