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, Q2 2022
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 395
- +4 vs. Q1 2022
- Shares held
- 368.7M
- −5.12M (−1.4%) vs. Q1 2022
- Total value
- $9.61B
- −$1.94B (−16.8%) vs. Q1 2022
- New holders
- 53
- 143 more added
- Sold out
- 49
- 153 more reduced
7 institutions that held it in Q1 2022 haven't filed for Q2 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2022: 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, Q2 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Geneos Wealth Management Inc. | 35 | $0 | 0.00% | 00.0% | Unchanged |
| Atticus Wealth Management, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 8 | $0 | 0.00% | −39−83.0% | Reduced |
| CVA Family Office, LLC | 10 | $0 | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16 | $417 | 0.00% | +16 | New |
| Global Financial Private Client, LLC | 33 | $869 | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 44 | $1.00K | 0.00% | −245−84.8% | Reduced |
| Patriot Financial Group Insurance Agency, LLC | 53 | $1.00K | 0.00% | −142−72.8% | Reduced |
| Focused Wealth Management, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.00K | 0.00% | −16−25.8% | Reduced |
| Concord Wealth Partners | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 26 | $1.00K | 0.00% | 00.0% | Unchanged |
| Albion Financial Group | 21 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 23 | $1.00K | 0.00% | +23 | New |
| Tfo-TDC, LLC | 43 | $1.00K | 0.00% | +43 | New |
| Fieldpoint Private Securities, LLC | 25 | $1.00K | 0.00% | +25 | New |
| Steward Financial Group LLC | 70 | $1.00K | 0.00% | +70 | New |
| Central Trust Co | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 79 | $2.00K | 0.00% | +11+16.2% | Added |
| Prospera Financial Services Inc | 77 | $2.00K | 0.00% | +58+305.3% | Added |
| Harbour Investments, Inc. | 58 | $2.00K | 0.00% | +58 | New |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | +70 | New |
| Schubert & Co | 121 | $3.00K | 0.00% | +66+120.0% | Added |
| Lee Financial Co | 151 | $4.00K | 0.00% | +151 | New |
| Glassman Wealth Services | 198 | $5.00K | 0.00% | −21−9.6% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 233 | $6.00K | 0.00% | −9−3.7% | Reduced |
| RWM Asset Management, LLC | 220 | $6.00K | 0.00% | +220 | New |
| Bell Investment Advisors, Inc | 245 | $6.00K | 0.00% | +245 | New |
| Meeder Asset Management Inc | 264 | $7.00K | 0.00% | −182−40.8% | Reduced |
| Parkside Financial Bank & Trust | 285 | $7.00K | 0.00% | −107−27.3% | Reduced |
| Wolff Wiese Magana LLC | 278 | $7.00K | 0.01% | 00.0% | Unchanged |
| Earnest Partners LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 293 | $8.00K | 0.00% | +293 | New |
| TCI Wealth Advisors, Inc. | 369 | $10.0K | 0.00% | −38−9.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 392 | $10.0K | 0.00% | 00.0% | Unchanged |
| Lake Point Wealth Management | 400 | $10.0K | 0.01% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 392 | $10.0K | 0.00% | +177+82.3% | Added |
| Jones Financial Companies LLLP | 395 | $10.0K | 0.00% | +395 | New |
| ClariVest Asset Management LLC | 424 | $10.0K | 0.00% | +424 | New |
| Institutional & Family Asset Management, LLC | 411 | $11.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 430 | $11.0K | 0.01% | +1+0.2% | Added |
| Private Trust Co NA | 435 | $11.0K | 0.00% | +435 | New |
| Achmea Investment Management B.V. | 463 | $13.0K | 0.00% | +463 | New |
| Evoke Wealth, LLC | 543 | $14.0K | 0.00% | −35−6.1% | Reduced |
| Whittier Trust Co of Nevada Inc | 546 | $14.0K | 0.00% | −6−1.1% | Reduced |
| Ronald Blue Trust, Inc. | 455 | $14.0K | 0.00% | +455 | New |
| Lindbrook Capital, LLC | 564 | $15.0K | 0.00% | +267+89.9% | Added |
| Northwestern Mutual Wealth Management Co | 631 | $16.0K | 0.00% | +208+49.2% | Added |
| Allworth Financial LP | 656 | $17.0K | 0.00% | −241−26.9% | Reduced |
| Whittier Trust Co | 688 | $18.0K | 0.00% | +20+3.0% | Added |
| Umb Bank N A | 772 | $20.0K | 0.00% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 809 | $21.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $22.0K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 878 | $23.0K | 0.01% | +45+5.4% | Added |
| Quadrant Capital Group LLC | 1,011 | $26.0K | 0.00% | −1,410−58.2% | Reduced |
| Larson Financial Group LLC | 986 | $26.0K | 0.00% | +7+0.7% | Added |
| Washington Trust Advisors, Inc. | 1,044 | $27.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,023 | $27.0K | 0.01% | 00.0% | Unchanged |
| CWM, LLC | 1,158 | $30.0K | 0.00% | −586−33.6% | Reduced |
| Federation des caisses Desjardins du Quebec | 1,189 | $31.0K | 0.00% | +1,189 | New |
| Parallel Advisors, LLC | 1,306 | $34.0K | 0.00% | +319+32.3% | Added |
| American Portfolios Advisors | 1,431 | $37.3K | 0.00% | +140+10.8% | Added |
| Fifth Third Bancorp | 1,743 | $45.0K | 0.00% | +1,641+1,608.8% | Added |
| IFP Advisors, Inc | 1,638 | $47.0K | 0.00% | −720−30.5% | Reduced |
| Deseret Mutual Benefit Administrators | 2,348 | $61.0K | 0.01% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,604 | $68.0K | 0.01% | +205+8.5% | Added |
| Bessemer Group Inc | 2,771 | $72.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,109 | $81.1K | 0.02% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,907 | $102.0K | 0.00% | +3,907 | New |
| American International Group, Inc. | 4,007 | $104.0K | 0.00% | +342+9.3% | Added |
| Banque Cantonale Vaudoise | 4,100 | $107.0K | 0.01% | −1,200−22.6% | Reduced |
| Seeyond | 4,353 | $113.0K | 0.01% | −88−2.0% | Reduced |
| State of Wyoming | 4,770 | $125.0K | 0.08% | +4,770 | New |
| Tower Research Capital LLC (TRC) | 5,394 | $141.0K | 0.00% | −18,491−77.4% | Reduced |
| Captrust Financial Advisors | 5,634 | $147.0K | 0.00% | −222−3.8% | Reduced |
| Van Eck Associates Corp | 5,819 | $152.0K | 0.00% | +1,015+21.1% | Added |
| Ellevest, Inc. | 6,141 | $160.0K | 0.02% | −2,013−24.7% | Reduced |
| AIA Group Ltd | 6,640 | $173.0K | 0.01% | +1,709+34.7% | Added |
| The PNC Financial Services Group, Inc. | 7,806 | $202.0K | 0.00% | −1,001−11.4% | Reduced |
| Symmetry Partners, LLC | 7,819 | $204.0K | 0.01% | 00.0% | Unchanged |
| Pitcairn Co | 7,932 | $207.0K | 0.02% | +509+6.9% | Added |
| MetLife Investment Management | 8,067 | $210.3K | 0.00% | +1,063+15.2% | Added |
| Pacific Global Investment Management CO | 8,285 | $216.0K | 0.05% | −2,553−23.6% | Reduced |
| Cerity Partners LLC | 8,400 | $219.0K | 0.00% | +8,400 | New |
| Prudential PLC | 8,421 | $220.0K | 0.00% | −189−2.2% | Reduced |
| Allspring Global Investments Holdings, LLC | 8,504 | $221.0K | 0.00% | −102,378−92.3% | Reduced |
| Toroso Investments, LLC | 8,523 | $222.0K | 0.01% | +329+4.0% | Added |
| Vestmark Advisory Solutions, Inc. | 8,785 | $229.0K | 0.01% | −89−1.0% | Reduced |
| Veriti Management LLC | 8,880 | $232.0K | 0.03% | +633+7.7% | Added |
| Ritholtz Wealth Management | 8,930 | $233.0K | 0.01% | +8,930 | New |
| Ellsworth Advisors, LLC | 9,003 | $235.0K | 0.09% | +9,003 | New |
| Vestcor Inc | 9,066 | $236.0K | 0.01% | +3,072+51.3% | Added |
| Corient Capital Partners, LLC | 9,267 | $242.0K | 0.02% | −1,933−17.3% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,507 | $248.0K | 0.00% | −2,900−23.4% | Reduced |
| 44 Wealth Management LLC | 9,662 | $252.0K | 0.10% | −6,506−40.2% | Reduced |
| Yousif Capital Management, LLC | 9,691 | $253.0K | 0.00% | −1,205−11.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,751 | $254.0K | 0.01% | +49+0.5% | Added |