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 | 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, 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 |
|---|---|---|---|---|---|
| We Are One Seven, LLC | 9,144 | $283.0K | 0.03% | +9,144 | New |
| Stephens Inc | 9,078 | $281.0K | 0.00% | −771−7.8% | Reduced |
| Vestmark Advisory Solutions, Inc. | 8,874 | $274.0K | 0.02% | +8,874 | New |
| The PNC Financial Services Group, Inc. | 8,807 | $273.0K | 0.00% | −39−0.4% | Reduced |
| Virtu Financial LLC | 8,742 | $270.0K | 0.02% | +8,742 | New |
| Prudential PLC | 8,610 | $266.0K | 0.00% | +8,610 | New |
| Intersect Capital LLC | 8,505 | $263.0K | 0.05% | +665+8.5% | Added |
| Veriti Management LLC | 8,247 | $255.0K | 0.03% | −252−3.0% | Reduced |
| Toroso Investments, LLC | 8,194 | $253.0K | 0.01% | +1,128+16.0% | Added |
| 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 |
| Symmetry Partners, LLC | 7,819 | $242.0K | 0.02% | 00.0% | Unchanged |
| Nomura Holdings Inc | 7,725 | $238.0K | 0.00% | −42,458−84.6% | Reduced |
| Balentine LLC | 7,618 | $235.0K | 0.01% | +7,618 | New |
| Banco Santander, S.A. | 7,574 | $234.0K | 0.00% | +7,574 | New |
| CIBC World Markets Inc. | 7,475 | $231.0K | 0.00% | −654−8.0% | Reduced |
| Pitcairn Co | 7,423 | $229.0K | 0.02% | −983−11.7% | Reduced |
| Assetmark, Inc | 7,172 | $222.0K | 0.00% | +4,746+195.6% | Added |
| MML Investors Services, LLC | 7,100 | $219.0K | 0.00% | −346−4.6% | Reduced |
| MetLife Investment Management | 7,004 | $216.5K | 0.00% | +7,004 | New |
| Vestcor Inc | 5,994 | $185.0K | 0.01% | +1,186+24.7% | Added |
| Captrust Financial Advisors | 5,856 | $181.0K | 0.00% | +1,355+30.1% | Added |
| Banque Cantonale Vaudoise | 5,300 | $164.0K | 0.01% | 00.0% | Unchanged |
| Twin Tree Management, LP | 5,041 | $156.0K | 0.00% | +5,017+20,904.2% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,993 | $154.0K | 0.01% | +4,993 | New |
| AIA Group Ltd | 4,931 | $152.0K | 0.01% | +1,216+32.7% | Added |
| Van Eck Associates Corp | 4,804 | $148.0K | 0.00% | +1,484+44.7% | Added |
| Seeyond | 4,441 | $137.0K | 0.01% | −88−1.9% | Reduced |
| American International Group, Inc. | 3,665 | $113.0K | 0.00% | −229−5.9% | Reduced |
| Glen Eagle Advisors, LLC | 3,109 | $96.1K | 0.03% | +3,050+5,169.5% | Added |
| Bessemer Group Inc | 2,771 | $86.0K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 2,421 | $75.0K | 0.01% | −55−2.2% | Reduced |
| Quent Capital, LLC | 2,399 | $74.0K | 0.01% | +584+32.2% | Added |
| Deseret Mutual Benefit Administrators | 2,348 | $73.0K | 0.01% | −465−16.5% | Reduced |
| IFP Advisors, Inc | 2,358 | $68.0K | 0.00% | +1,663+239.3% | Added |
| CWM, LLC | 1,744 | $54.0K | 0.00% | +985+129.8% | Added |
| Selective Wealth Management, Inc. | 1,500 | $46.0K | 0.02% | +1,500 | New |
| American Portfolios Advisors | 1,291 | $39.9K | 0.00% | −90−6.5% | Reduced |
| Washington Trust Advisors, Inc. | 1,044 | $32.0K | 0.00% | −164−13.6% | Reduced |
| 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 |
| Larson Financial Group LLC | 979 | $30.0K | 0.00% | +6+0.6% | Added |
| Allworth Financial LP | 897 | $28.0K | 0.00% | +886+8,054.5% | Added |
| EverSource Wealth Advisors, LLC | 833 | $26.0K | 0.01% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $26.0K | 0.02% | +845 | New |
| Riverview Trust Co | 813 | $25.0K | 0.02% | +813 | New |
| Umb Bank N A | 772 | $24.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 809 | $23.0K | 0.00% | +809 | New |
| Whittier Trust Co | 668 | $21.0K | 0.00% | +198+42.1% | Added |
| Evoke Wealth, LLC | 578 | $18.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 552 | $17.0K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 525 | $16.0K | 0.00% | −14,976−96.6% | Reduced |
| Meeder Asset Management Inc | 446 | $14.0K | 0.00% | −41−8.4% | Reduced |
| 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 |
| 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 |
| 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 |
| 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 |
| 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 |
| Patriot Financial Group Insurance Agency, LLC | 195 | $6.00K | 0.00% | −4−2.0% | 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 |
| Spire Wealth Management | 100 | $3.00K | 0.00% | −399−80.0% | Reduced |
| Fifth Third Bancorp | 102 | $3.00K | 0.00% | −309−75.2% | Reduced |
| 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 |
| Global Financial Private Client, LLC | 33 | $1.02K | 0.00% | 00.0% | Unchanged |
| 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 |
| 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 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,447,623−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −841,934−100.0% | Sold out |