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, Q3 2022
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 388
- −3 vs. Q2 2022
- Shares held
- 367.8M
- −822.8K (−0.2%) vs. Q2 2022
- Total value
- $9.69B
- +$85.8M (+0.9%) vs. Q2 2022
- New holders
- 44
- 154 more added
- Sold out
- 47
- 141 more reduced
4 institutions that held it in Q2 2022 haven't filed for Q3 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | −268−96.4% | Reduced |
| Atticus Wealth Management, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $902 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| HM Payson & Co | 44 | $1.00K | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 24 | $1.00K | 0.00% | −2−7.7% | Reduced |
| Focused Wealth Management, Inc | 50 | $1.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.00K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.00K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 52 | $1.00K | 0.00% | +52 | New |
| First Financial Corp | 21 | $1.00K | 0.00% | +21 | New |
| Massmutual Trust Co FSB | 55 | $1.00K | 0.00% | +55 | New |
| HWG Holdings LP | 19 | $1.00K | 0.00% | +19 | New |
| SJS Investment Consulting Inc. | 46 | $1.00K | 0.00% | +46 | New |
| Central Trust Co | 71 | $2.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 58 | $2.00K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 68 | $2.00K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 70 | $2.00K | 0.00% | −9−11.4% | Reduced |
| Capital Advisors, Ltd. LLC | 71 | $2.00K | 0.00% | +48+208.7% | Added |
| CVA Family Office, LLC | 75 | $2.00K | 0.00% | +65+650.0% | Added |
| Addison Advisors LLC | 72 | $2.00K | 0.00% | +64+800.0% | Added |
| Loomis Sayles & Co L P | 63 | $2.00K | 0.00% | +63 | New |
| Coastal Investment Advisors, Inc. | 100 | $3.00K | 0.00% | +100 | New |
| Lee Financial Co | 151 | $4.00K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $5.00K | 0.00% | +188 | New |
| JFS Wealth Advisors, LLC | 231 | $6.00K | 0.00% | −161−41.1% | Reduced |
| Parkside Financial Bank & Trust | 237 | $6.00K | 0.00% | −48−16.8% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $6.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 233 | $6.00K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 220 | $6.00K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $6.00K | 0.00% | −32−13.1% | Reduced |
| Schubert & Co | 219 | $6.00K | 0.01% | +98+81.0% | Added |
| Simplex Trading, LLC | 265 | $6.00K | 0.00% | +265 | New |
| Glassman Wealth Services | 263 | $7.00K | 0.00% | +65+32.8% | Added |
| Earnest Partners LLC | 316 | $8.00K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 320 | $8.00K | 0.00% | +56+21.2% | Added |
| FinTrust Capital Advisors, LLC | 278 | $8.00K | 0.00% | +278 | New |
| TCI Wealth Advisors, Inc. | 390 | $10.0K | 0.00% | +21+5.7% | Added |
| Hexagon Capital Partners LLC | 370 | $10.0K | 0.00% | +370 | New |
| Evoke Wealth, LLC | 432 | $11.0K | 0.00% | −111−20.4% | Reduced |
| Institutional & Family Asset Management, LLC | 411 | $11.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 451 | $11.0K | 0.00% | +27+6.4% | Added |
| Crewe Advisors LLC | 410 | $11.0K | 0.00% | +117+39.9% | Added |
| Achmea Investment Management B.V. | 463 | $12.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 461 | $12.0K | 0.00% | +26+6.0% | Added |
| Steward Partners Investment Advisory, LLC | 448 | $12.0K | 0.00% | +56+14.3% | Added |
| Riverview Trust Co | 485 | $13.0K | 0.01% | +485 | New |
| Whittier Trust Co of Nevada Inc | 546 | $14.0K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 573 | $15.0K | 0.00% | −83−12.7% | Reduced |
| Ronald Blue Trust, Inc. | 587 | $15.0K | 0.00% | +132+29.0% | Added |
| Trust Co of Vermont | 624 | $16.0K | 0.00% | +624 | New |
| Whittier Trust Co | 652 | $17.0K | 0.00% | −36−5.2% | Reduced |
| Lindbrook Capital, LLC | 695 | $18.0K | 0.00% | +131+23.2% | Added |
| Umb Bank N A | 772 | $20.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 780 | $21.0K | 0.00% | +149+23.6% | Added |
| DB Wealth Management Group, LLC | 845 | $22.0K | 0.02% | 00.0% | Unchanged |
| Larson Financial Group LLC | 992 | $26.0K | 0.00% | +6+0.6% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,021 | $27.0K | 0.00% | +10+1.0% | Added |
| Global Retirement Partners, LLC | 883 | $27.0K | 0.00% | +74+9.1% | Added |
| Washington Trust Advisors, Inc. | 1,044 | $28.0K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 1,210 | $32.0K | 0.00% | −4,184−77.6% | Reduced |
| National Bank of Canada | 1,416 | $37.0K | 0.00% | −43,313−96.8% | Reduced |
| CWM, LLC | 1,501 | $40.0K | 0.00% | +343+29.6% | Added |
| EverSource Wealth Advisors, LLC | 1,588 | $43.0K | 0.01% | +710+80.9% | Added |
| American Portfolios Advisors | 1,807 | $47.6K | 0.00% | +376+26.3% | Added |
| Deseret Mutual Benefit Administrators | 2,104 | $55.0K | 0.02% | −244−10.4% | Reduced |
| IFP Advisors, Inc | 1,961 | $57.0K | 0.00% | +323+19.7% | Added |
| Quent Capital, LLC | 2,699 | $71.0K | 0.01% | +95+3.6% | Added |
| Parallel Advisors, LLC | 2,738 | $72.0K | 0.00% | +1,432+109.6% | Added |
| Bessemer Group Inc | 2,771 | $73.0K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 3,227 | $85.0K | 0.02% | +118+3.8% | Added |
| Ellevest, Inc. | 3,262 | $86.0K | 0.01% | −2,879−46.9% | Reduced |
| Fifth Third Bancorp | 3,334 | $88.0K | 0.00% | +1,591+91.3% | Added |
| Ossiam | 3,683 | $97.0K | 0.00% | +3,683 | New |
| American International Group, Inc. | 3,925 | $103.0K | 0.00% | −82−2.0% | Reduced |
| AIA Group Ltd | 4,109 | $108.0K | 0.01% | −2,531−38.1% | Reduced |
| Seeyond | 4,129 | $108.0K | 0.01% | −224−5.1% | Reduced |
| Banque Cantonale Vaudoise | 4,100 | $108.0K | 0.01% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 4,124 | $109.0K | 0.00% | +217+5.6% | Added |
| Twin Tree Management, LP | 5,293 | $139.0K | 0.00% | −44,411−89.4% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 5,680 | $150.0K | 0.05% | +5,680 | New |
| State of Wyoming | 6,303 | $166.0K | 0.08% | +1,533+32.1% | Added |
| Van Eck Associates Corp | 6,502 | $171.0K | 0.00% | +683+11.7% | Added |
| Wipfli Financial Advisors LLC, | 6,543 | $172.0K | 0.01% | +6,543 | New |
| Federation des caisses Desjardins du Quebec | 7,358 | $193.9K | 0.00% | +6,169+518.8% | Added |
| First National Advisers, LLC | 7,634 | $201.0K | 0.30% | +7,634 | New |
| MetLife Investment Management | 7,696 | $202.8K | 0.00% | −371−4.6% | Reduced |
| Capula Management Ltd | 7,760 | $204.0K | 0.03% | +7,760 | New |
| Pacific Global Investment Management CO | 7,865 | $207.0K | 0.05% | −420−5.1% | Reduced |
| Engineers Gate Manager LP | 7,935 | $209.0K | 0.01% | −35,666−81.8% | Reduced |
| PGGM Investments | 8,063 | $212.0K | 0.00% | +8,063 | New |
| Forum Financial Management, LP | 8,227 | $217.0K | 0.01% | −1,956−19.2% | Reduced |
| Bank of Nova Scotia | 8,282 | $218.0K | 0.00% | −62,118−88.2% | Reduced |
| Yousif Capital Management, LLC | 8,281 | $218.0K | 0.00% | −1,410−14.5% | Reduced |
| MML Investors Services, LLC | 8,359 | $220.0K | 0.00% | +8,359 | New |
| Chilton Investment Co LLC | 8,600 | $227.0K | 0.01% | −349,720−97.6% | Reduced |
| Prudential PLC | 8,717 | $230.0K | 0.00% | +296+3.5% | Added |
| Veriti Management LLC | 8,763 | $231.0K | 0.03% | −117−1.3% | Reduced |
| Pitcairn Co | 8,785 | $231.0K | 0.03% | +853+10.8% | Added |