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 | 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, 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 |
|---|---|---|---|---|---|
| Ellsworth Advisors, LLC | 9,003 | $235.0K | 0.09% | +9,003 | New |
| Ritholtz Wealth Management | 8,930 | $233.0K | 0.01% | +8,930 | New |
| Veriti Management LLC | 8,880 | $232.0K | 0.03% | +633+7.7% | Added |
| Vestmark Advisory Solutions, Inc. | 8,785 | $229.0K | 0.01% | −89−1.0% | Reduced |
| Toroso Investments, LLC | 8,523 | $222.0K | 0.01% | +329+4.0% | Added |
| Allspring Global Investments Holdings, LLC | 8,504 | $221.0K | 0.00% | −102,378−92.3% | Reduced |
| Prudential PLC | 8,421 | $220.0K | 0.00% | −189−2.2% | Reduced |
| Cerity Partners LLC | 8,400 | $219.0K | 0.00% | +8,400 | New |
| Pacific Global Investment Management CO | 8,285 | $216.0K | 0.05% | −2,553−23.6% | Reduced |
| MetLife Investment Management | 8,067 | $210.3K | 0.00% | +1,063+15.2% | Added |
| Pitcairn Co | 7,932 | $207.0K | 0.02% | +509+6.9% | Added |
| Symmetry Partners, LLC | 7,819 | $204.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 7,806 | $202.0K | 0.00% | −1,001−11.4% | Reduced |
| AIA Group Ltd | 6,640 | $173.0K | 0.01% | +1,709+34.7% | Added |
| Ellevest, Inc. | 6,141 | $160.0K | 0.02% | −2,013−24.7% | Reduced |
| Van Eck Associates Corp | 5,819 | $152.0K | 0.00% | +1,015+21.1% | Added |
| Captrust Financial Advisors | 5,634 | $147.0K | 0.00% | −222−3.8% | Reduced |
| Tower Research Capital LLC (TRC) | 5,394 | $141.0K | 0.00% | −18,491−77.4% | Reduced |
| State of Wyoming | 4,770 | $125.0K | 0.08% | +4,770 | New |
| Seeyond | 4,353 | $113.0K | 0.01% | −88−2.0% | Reduced |
| Banque Cantonale Vaudoise | 4,100 | $107.0K | 0.01% | −1,200−22.6% | Reduced |
| American International Group, Inc. | 4,007 | $104.0K | 0.00% | +342+9.3% | Added |
| Itau Unibanco Holding S.A. | 3,907 | $102.0K | 0.00% | +3,907 | New |
| Glen Eagle Advisors, LLC | 3,109 | $81.1K | 0.02% | 00.0% | Unchanged |
| Bessemer Group Inc | 2,771 | $72.0K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,604 | $68.0K | 0.01% | +205+8.5% | Added |
| Deseret Mutual Benefit Administrators | 2,348 | $61.0K | 0.01% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,638 | $47.0K | 0.00% | −720−30.5% | Reduced |
| Fifth Third Bancorp | 1,743 | $45.0K | 0.00% | +1,641+1,608.8% | Added |
| American Portfolios Advisors | 1,431 | $37.3K | 0.00% | +140+10.8% | Added |
| Parallel Advisors, LLC | 1,306 | $34.0K | 0.00% | +319+32.3% | Added |
| Federation des caisses Desjardins du Quebec | 1,189 | $31.0K | 0.00% | +1,189 | New |
| CWM, LLC | 1,158 | $30.0K | 0.00% | −586−33.6% | Reduced |
| 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 |
| 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 |
| EverSource Wealth Advisors, LLC | 878 | $23.0K | 0.01% | +45+5.4% | Added |
| DB Wealth Management Group, LLC | 845 | $22.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 809 | $21.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 772 | $20.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 688 | $18.0K | 0.00% | +20+3.0% | Added |
| Allworth Financial LP | 656 | $17.0K | 0.00% | −241−26.9% | Reduced |
| Northwestern Mutual Wealth Management Co | 631 | $16.0K | 0.00% | +208+49.2% | Added |
| Lindbrook Capital, LLC | 564 | $15.0K | 0.00% | +267+89.9% | Added |
| 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 |
| Achmea Investment Management B.V. | 463 | $13.0K | 0.00% | +463 | 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 |
| 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 |
| Earnest Partners LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 293 | $8.00K | 0.00% | +293 | 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 |
| 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 |
| Glassman Wealth Services | 198 | $5.00K | 0.00% | −21−9.6% | Reduced |
| Lee Financial Co | 151 | $4.00K | 0.00% | +151 | New |
| Schubert & Co | 121 | $3.00K | 0.00% | +66+120.0% | Added |
| 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 |
| 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 |
| Global Financial Private Client, LLC | 33 | $869 | 0.00% | 00.0% | Unchanged |
| Venture Visionary Partners LLC | 16 | $417 | 0.00% | +16 | New |
| 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 |
| Edge Capital Group, LLC | 273 | – | – | −59,727−99.5% | Reduced |
| Select Equity Group, L.P. | 0 | $0 | 0.00% | −2,850,430−100.0% | Sold out |
| Clough Capital Partners L P | 0 | $0 | 0.00% | −837,840−100.0% | Sold out |
| Steamboat Capital Partners, LLC | 0 | $0 | 0.00% | −499,210−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −277,239−100.0% | Sold out |
| Kingdon Capital Management, L.L.C. | 0 | $0 | 0.00% | −250,000−100.0% | Sold out |