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 | 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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 7,696 | $202.8K | 0.00% | −371−4.6% | Reduced |
| First National Advisers, LLC | 7,634 | $201.0K | 0.30% | +7,634 | New |
| Federation des caisses Desjardins du Quebec | 7,358 | $193.9K | 0.00% | +6,169+518.8% | Added |
| Wipfli Financial Advisors LLC, | 6,543 | $172.0K | 0.01% | +6,543 | New |
| Van Eck Associates Corp | 6,502 | $171.0K | 0.00% | +683+11.7% | Added |
| State of Wyoming | 6,303 | $166.0K | 0.08% | +1,533+32.1% | Added |
| Asahi Life Asset Management Co., Ltd. | 5,680 | $150.0K | 0.05% | +5,680 | New |
| Twin Tree Management, LP | 5,293 | $139.0K | 0.00% | −44,411−89.4% | Reduced |
| Itau Unibanco Holding S.A. | 4,124 | $109.0K | 0.00% | +217+5.6% | Added |
| 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 |
| American International Group, Inc. | 3,925 | $103.0K | 0.00% | −82−2.0% | Reduced |
| Ossiam | 3,683 | $97.0K | 0.00% | +3,683 | New |
| Fifth Third Bancorp | 3,334 | $88.0K | 0.00% | +1,591+91.3% | Added |
| Ellevest, Inc. | 3,262 | $86.0K | 0.01% | −2,879−46.9% | Reduced |
| Glen Eagle Advisors, LLC | 3,227 | $85.0K | 0.02% | +118+3.8% | Added |
| Bessemer Group Inc | 2,771 | $73.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 2,738 | $72.0K | 0.00% | +1,432+109.6% | Added |
| Quent Capital, LLC | 2,699 | $71.0K | 0.01% | +95+3.6% | Added |
| IFP Advisors, Inc | 1,961 | $57.0K | 0.00% | +323+19.7% | Added |
| Deseret Mutual Benefit Administrators | 2,104 | $55.0K | 0.02% | −244−10.4% | Reduced |
| American Portfolios Advisors | 1,807 | $47.6K | 0.00% | +376+26.3% | Added |
| EverSource Wealth Advisors, LLC | 1,588 | $43.0K | 0.01% | +710+80.9% | Added |
| CWM, LLC | 1,501 | $40.0K | 0.00% | +343+29.6% | Added |
| National Bank of Canada | 1,416 | $37.0K | 0.00% | −43,313−96.8% | Reduced |
| Tower Research Capital LLC (TRC) | 1,210 | $32.0K | 0.00% | −4,184−77.6% | Reduced |
| Washington Trust Advisors, Inc. | 1,044 | $28.0K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,023 | $27.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,021 | $27.0K | 0.00% | +10+1.0% | Added |
| Global Retirement Partners, LLC | 883 | $27.0K | 0.00% | +74+9.1% | Added |
| Larson Financial Group LLC | 992 | $26.0K | 0.00% | +6+0.6% | Added |
| DB Wealth Management Group, LLC | 845 | $22.0K | 0.02% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 780 | $21.0K | 0.00% | +149+23.6% | Added |
| Umb Bank N A | 772 | $20.0K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 695 | $18.0K | 0.00% | +131+23.2% | Added |
| Whittier Trust Co | 652 | $17.0K | 0.00% | −36−5.2% | Reduced |
| Trust Co of Vermont | 624 | $16.0K | 0.00% | +624 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 546 | $14.0K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 485 | $13.0K | 0.01% | +485 | New |
| 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 |
| 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 |
| TCI Wealth Advisors, Inc. | 390 | $10.0K | 0.00% | +21+5.7% | Added |
| Hexagon Capital Partners LLC | 370 | $10.0K | 0.00% | +370 | New |
| 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 |
| Glassman Wealth Services | 263 | $7.00K | 0.00% | +65+32.8% | Added |
| 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 |
| Oliver Lagore Vanvalin Investment Group | 188 | $5.00K | 0.00% | +188 | New |
| Lee Financial Co | 151 | $4.00K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 100 | $3.00K | 0.00% | +100 | 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 |
| 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 |
| Global Financial Private Client, LLC | 33 | $902 | 0.00% | 00.0% | Unchanged |
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | −268−96.4% | Reduced |
| Atticus Wealth Management, LLC | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −500,000−100.0% | Sold out |
| NFJ Investment Group, LLC | 0 | $0 | 0.00% | −419,277−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −323,129−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Owl Creek Asset Management, L.P. | 0 | $0 | 0.00% | −217,727−100.0% | Sold out |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −172,274−100.0% | Sold out |
| Employees Retirement System of Texas | 0 | $0 | 0.00% | −135,991−100.0% | Sold out |
| Rafferty Asset Management, LLC | 0 | $0 | 0.00% | −121,614−100.0% | Sold out |
| SG Americas Securities, LLC | 0 | $0 | 0.00% | −107,090−100.0% | Sold out |
| Jump Financial, LLC | 0 | $0 | 0.00% | −96,132−100.0% | Sold out |
| Natixis | 0 | $0 | 0.00% | −78,300−100.0% | Sold out |
| D.A. Davidson & Co. | 0 | $0 | 0.00% | −44,272−100.0% | Sold out |