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, Q4 2022
Institutional positions in Equitable Holdings, Inc. as of Dec 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
- 413
- +31 vs. Q3 2022
- Shares held
- 361.3M
- −6.25M (−1.7%) vs. Q3 2022
- Total value
- $10.4B
- +$683.3M (+7.1%) vs. Q3 2022
- New holders
- 73
- 151 more added
- Sold out
- 42
- 136 more reduced
6 institutions that held it in Q3 2022 haven't filed for Q4 2022 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2022
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Jones Financial Companies LLLP | 6 | $0 | 0.00% | +6 | New |
| Corrado Advisors, LLC | 4 | $115 | 0.00% | +4 | New |
| Tfo-TDC, LLC | 2 | $189 | 0.00% | +2 | New |
| Wolff Wiese Magana LLC | 10 | $287 | 0.00% | 00.0% | Unchanged |
| Private Advisor Group, LLC | 10,782 | $309 | 0.00% | +63+0.6% | Added |
| Money Concepts Capital Corp | 14 | $402 | 0.00% | +14 | New |
| Glass Jacobson Investment Advisors llc | 15 | $430 | 0.00% | +15 | New |
| First Financial Corp | 21 | $602 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 22 | $631 | 0.00% | +22 | New |
| Sofos Investments, Inc. | 29 | $634 | 0.01% | +29 | New |
| Accurate Wealth Management, LLC | 30 | $897 | 0.00% | +30 | New |
| Global Financial Private Client, LLC | 33 | $947 | 0.00% | 00.0% | Unchanged |
| Thompson Siegel & Walmsley LLC | 24 | $1.00K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 35 | $1.00K | 0.00% | −37−51.4% | Reduced |
| Investors Research Corp | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| Concord Wealth Partners | 50 | $1.44K | 0.00% | +50 | New |
| Focused Wealth Management, Inc | 51 | $1.45K | 0.00% | +1+2.0% | Added |
| Disciplined Investments, LLC | 67 | $1.92K | 0.00% | −3−4.3% | Reduced |
| BerganKDV Wealth Management, LLC | 68 | $1.95K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 86 | $2.00K | 0.00% | +31+56.4% | Added |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $2.04K | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 74 | $2.12K | 0.00% | +74 | New |
| SJS Investment Consulting Inc. | 96 | $2.75K | 0.00% | +50+108.7% | Added |
| Coastal Investment Advisors, Inc. | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 115 | $3.00K | 0.00% | +44+62.0% | Added |
| ICA Group Wealth Management, LLC | 106 | $3.04K | 0.00% | +106 | New |
| Harbour Investments, Inc. | 117 | $3.36K | 0.00% | +59+101.7% | Added |
| Rise Advisors, LLC | 164 | $4.71K | 0.00% | +164 | New |
| First Manhattan Co | 174 | $4.99K | 0.00% | +174 | New |
| Glen Eagle Advisors, LLC | 178 | $5.10K | 0.00% | −3,049−94.5% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 188 | $5.40K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 199 | $5.71K | 0.01% | −20−9.1% | Reduced |
| Bell Investment Advisors, Inc | 213 | $6.11K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 220 | $6.31K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 233 | $6.69K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $6.75K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 252 | $7.23K | 0.00% | −118−31.9% | Reduced |
| Parkside Financial Bank & Trust | 253 | $7.26K | 0.00% | +16+6.8% | Added |
| Glassman Wealth Services | 263 | $7.55K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 286 | $8.21K | 0.00% | +55+23.8% | Added |
| Earnest Partners LLC | 316 | $9.07K | 0.00% | 00.0% | Unchanged |
| My Personal CFO, LLC | 333 | $9.56K | 0.01% | +333 | New |
| TCI Wealth Advisors, Inc. | 393 | $11.3K | 0.00% | +3+0.8% | Added |
| Institutional & Family Asset Management, LLC | 411 | $11.8K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $12.0K | 0.00% | −26−5.6% | Reduced |
| Covestor Ltd | 411 | $12.0K | 0.01% | +411 | New |
| Lindbrook Capital, LLC | 440 | $12.6K | 0.00% | −255−36.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 448 | $12.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 454 | $13.0K | 0.00% | −198−30.4% | Reduced |
| Northwestern Mutual Wealth Management Co | 474 | $13.6K | 0.00% | −306−39.2% | Reduced |
| Riverview Trust Co | 485 | $14.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 451 | $14.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 546 | $15.7K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 571 | $16.0K | 0.00% | −639−52.8% | Reduced |
| Trust Co of Vermont | 624 | $17.9K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 709 | $18.0K | 0.00% | +122+20.8% | Added |
| Farther Finance Advisors, LLC | 630 | $18.1K | 0.01% | +630 | New |
| Allworth Financial LP | 650 | $18.7K | 0.00% | +77+13.4% | Added |
| Washington Trust Advisors, Inc. | 657 | $18.9K | 0.00% | −387−37.1% | Reduced |
| Umb Bank N A | 772 | $22.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $24.3K | 0.02% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,004 | $28.8K | 0.00% | −17−1.7% | Reduced |
| Harvest Fund Management Co., Ltd | 1,023 | $29.0K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,060 | $30.4K | 0.00% | +177+20.0% | Added |
| Comerica Securities,inc. | 1,061 | $30.5K | 0.00% | +1,061 | New |
| Deseret Mutual Benefit Administrators | 1,167 | $33.5K | 0.01% | −937−44.5% | Reduced |
| Parallel Advisors, LLC | 1,207 | $34.6K | 0.00% | −1,531−55.9% | Reduced |
| Advisory Services Network, LLC | 1,342 | $38.5K | 0.00% | +1,342 | New |
| Bessemer Group Inc | 1,441 | $41.0K | 0.00% | −1,330−48.0% | Reduced |
| GWM Advisors LLC | 1,993 | $45.0K | 0.00% | +1,993 | New |
| EverSource Wealth Advisors, LLC | 1,921 | $55.1K | 0.01% | +333+21.0% | Added |
| IFP Advisors, Inc | 2,133 | $57.0K | 0.00% | +172+8.8% | Added |
| Belpointe Asset Management LLC | 2,345 | $67.3K | 0.00% | +2,345 | New |
| CWM, LLC | 2,565 | $74.0K | 0.00% | +1,064+70.9% | Added |
| Quent Capital, LLC | 2,703 | $77.6K | 0.01% | +4+0.1% | Added |
| Romano Brothers and Company | 2,750 | $78.9K | 0.01% | +2,750 | New |
| Register Financial Advisors LLC | 3,009 | $86.4K | 0.06% | +3,009 | New |
| Colonial Trust Co | 3,125 | $89.7K | 0.02% | +3,125 | New |
| Fifth Third Bancorp | 3,334 | $95.7K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 3,626 | $104.1K | 0.01% | −483−11.8% | Reduced |
| Ossiam | 3,683 | $105.7K | 0.00% | 00.0% | Unchanged |
| Itau Unibanco Holding S.A. | 3,691 | $106.9K | 0.00% | −433−10.5% | Reduced |
| American International Group, Inc. | 3,791 | $108.8K | 0.00% | −134−3.4% | Reduced |
| Banque Cantonale Vaudoise | 4,100 | $118.0K | 0.01% | 00.0% | Unchanged |
| Ellevest, Inc. | 4,763 | $136.7K | 0.01% | +1,501+46.0% | Added |
| One Wealth Advisors, LLC | 5,037 | $144.6K | 0.03% | +5,037 | New |
| Gladius Capital Management LP | 5,089 | $146.1K | 0.05% | +5,089 | New |
| Counterpoint Mutual Funds LLC | 5,221 | $149.8K | 0.16% | +5,221 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,364 | $182.6K | 0.00% | +6,364 | New |
| Sit Investment Associates Inc | 6,600 | $189.0K | 0.01% | +6,600 | New |
| State of Wyoming | 6,889 | $197.7K | 0.07% | +586+9.3% | Added |
| Dark Forest Capital Management LP | 6,987 | $200.5K | 0.05% | +6,987 | New |
| Interchange Capital Partners, LLC | 7,082 | $203.2K | 0.21% | +7,082 | New |
| Cetera Investment Advisers | 7,320 | $210.1K | 0.00% | +7,320 | New |
| CIBC World Markets Inc. | 7,360 | $211.0K | 0.00% | +7,360 | New |
| Vontobel Holding Ltd. | 7,590 | $211.9K | 0.00% | +7,590 | New |
| MetLife Investment Management | 7,618 | $218.6K | 0.00% | −78−1.0% | Reduced |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | +7,521+2,705.4% | Added |