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 | 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, 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 |
|---|---|---|---|---|---|
| Yousif Capital Management, LLC | 8,886 | $255.0K | 0.00% | +605+7.3% | Added |
| Veriti Management LLC | 8,833 | $253.5K | 0.03% | +70+0.8% | Added |
| FDx Advisors, Inc. | 8,818 | $253.0K | 0.01% | +8,818 | New |
| Bleakley Financial Group, LLC | 8,794 | $252.4K | 0.01% | +8,794 | New |
| Tokio Marine Asset Management Co Ltd | 8,694 | $249.5K | 0.02% | +8,694 | New |
| Van Leeuwen & Company, LLC | 8,629 | $247.7K | 0.17% | +8,629 | New |
| Vident Investment Advisory, LLC | 8,518 | $244.5K | 0.01% | +8,518 | New |
| First National Advisers, LLC | 8,504 | $244.0K | 0.31% | +870+11.4% | Added |
| MML Investors Services, LLC | 8,474 | $243.0K | 0.00% | +115+1.4% | Added |
| Zacks Investment Management | 12,676 | $238.5K | 0.00% | +12,676 | New |
| Raymond James Financial Services Advisors, Inc. | 8,000 | $229.6K | 0.00% | +8,000 | New |
| Pacific Global Investment Management CO | 7,865 | $225.7K | 0.05% | 00.0% | Unchanged |
| Forum Financial Management, LP | 7,841 | $225.0K | 0.01% | −386−4.7% | Reduced |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | +7,521+2,705.4% | Added |
| MetLife Investment Management | 7,618 | $218.6K | 0.00% | −78−1.0% | Reduced |
| Vontobel Holding Ltd. | 7,590 | $211.9K | 0.00% | +7,590 | New |
| CIBC World Markets Inc. | 7,360 | $211.0K | 0.00% | +7,360 | New |
| Cetera Investment Advisers | 7,320 | $210.1K | 0.00% | +7,320 | New |
| Interchange Capital Partners, LLC | 7,082 | $203.2K | 0.21% | +7,082 | New |
| Dark Forest Capital Management LP | 6,987 | $200.5K | 0.05% | +6,987 | New |
| State of Wyoming | 6,889 | $197.7K | 0.07% | +586+9.3% | Added |
| Sit Investment Associates Inc | 6,600 | $189.0K | 0.01% | +6,600 | New |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 6,364 | $182.6K | 0.00% | +6,364 | New |
| Counterpoint Mutual Funds LLC | 5,221 | $149.8K | 0.16% | +5,221 | New |
| Gladius Capital Management LP | 5,089 | $146.1K | 0.05% | +5,089 | New |
| One Wealth Advisors, LLC | 5,037 | $144.6K | 0.03% | +5,037 | New |
| Ellevest, Inc. | 4,763 | $136.7K | 0.01% | +1,501+46.0% | Added |
| Banque Cantonale Vaudoise | 4,100 | $118.0K | 0.01% | 00.0% | Unchanged |
| American International Group, Inc. | 3,791 | $108.8K | 0.00% | −134−3.4% | Reduced |
| Itau Unibanco Holding S.A. | 3,691 | $106.9K | 0.00% | −433−10.5% | Reduced |
| Ossiam | 3,683 | $105.7K | 0.00% | 00.0% | Unchanged |
| AIA Group Ltd | 3,626 | $104.1K | 0.01% | −483−11.8% | Reduced |
| Fifth Third Bancorp | 3,334 | $95.7K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Co | 3,125 | $89.7K | 0.02% | +3,125 | New |
| Register Financial Advisors LLC | 3,009 | $86.4K | 0.06% | +3,009 | New |
| Romano Brothers and Company | 2,750 | $78.9K | 0.01% | +2,750 | New |
| Quent Capital, LLC | 2,703 | $77.6K | 0.01% | +4+0.1% | Added |
| CWM, LLC | 2,565 | $74.0K | 0.00% | +1,064+70.9% | Added |
| Belpointe Asset Management LLC | 2,345 | $67.3K | 0.00% | +2,345 | New |
| IFP Advisors, Inc | 2,133 | $57.0K | 0.00% | +172+8.8% | Added |
| EverSource Wealth Advisors, LLC | 1,921 | $55.1K | 0.01% | +333+21.0% | Added |
| GWM Advisors LLC | 1,993 | $45.0K | 0.00% | +1,993 | New |
| Bessemer Group Inc | 1,441 | $41.0K | 0.00% | −1,330−48.0% | Reduced |
| Advisory Services Network, LLC | 1,342 | $38.5K | 0.00% | +1,342 | New |
| Parallel Advisors, LLC | 1,207 | $34.6K | 0.00% | −1,531−55.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,167 | $33.5K | 0.01% | −937−44.5% | Reduced |
| Comerica Securities,inc. | 1,061 | $30.5K | 0.00% | +1,061 | New |
| Global Retirement Partners, LLC | 1,060 | $30.4K | 0.00% | +177+20.0% | Added |
| Harvest Fund Management Co., Ltd | 1,023 | $29.0K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,004 | $28.8K | 0.00% | −17−1.7% | Reduced |
| DB Wealth Management Group, LLC | 845 | $24.3K | 0.02% | 00.0% | Unchanged |
| Umb Bank N A | 772 | $22.0K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 657 | $18.9K | 0.00% | −387−37.1% | Reduced |
| Allworth Financial LP | 650 | $18.7K | 0.00% | +77+13.4% | Added |
| Farther Finance Advisors, LLC | 630 | $18.1K | 0.01% | +630 | New |
| Ronald Blue Trust, Inc. | 709 | $18.0K | 0.00% | +122+20.8% | Added |
| Trust Co of Vermont | 624 | $17.9K | 0.00% | 00.0% | Unchanged |
| Tower Research Capital LLC (TRC) | 571 | $16.0K | 0.00% | −639−52.8% | Reduced |
| Whittier Trust Co of Nevada Inc | 546 | $15.7K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 485 | $14.0K | 0.01% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 451 | $14.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 474 | $13.6K | 0.00% | −306−39.2% | Reduced |
| Whittier Trust Co | 454 | $13.0K | 0.00% | −198−30.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 448 | $12.9K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 440 | $12.6K | 0.00% | −255−36.7% | Reduced |
| Private Trust Co NA | 435 | $12.0K | 0.00% | −26−5.6% | Reduced |
| Covestor Ltd | 411 | $12.0K | 0.01% | +411 | New |
| Institutional & Family Asset Management, LLC | 411 | $11.8K | 0.00% | 00.0% | Unchanged |
| TCI Wealth Advisors, Inc. | 393 | $11.3K | 0.00% | +3+0.8% | Added |
| My Personal CFO, LLC | 333 | $9.56K | 0.01% | +333 | New |
| Earnest Partners LLC | 316 | $9.07K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 286 | $8.21K | 0.00% | +55+23.8% | Added |
| Glassman Wealth Services | 263 | $7.55K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 253 | $7.26K | 0.00% | +16+6.8% | Added |
| Hexagon Capital Partners LLC | 252 | $7.23K | 0.00% | −118−31.9% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $6.75K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 233 | $6.69K | 0.00% | 00.0% | Unchanged |
| RWM Asset Management, LLC | 220 | $6.31K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 213 | $6.11K | 0.00% | 00.0% | Unchanged |
| Schubert & Co | 199 | $5.71K | 0.01% | −20−9.1% | Reduced |
| Oliver Lagore Vanvalin Investment Group | 188 | $5.40K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 178 | $5.10K | 0.00% | −3,049−94.5% | Reduced |
| First Manhattan Co | 174 | $4.99K | 0.00% | +174 | New |
| Rise Advisors, LLC | 164 | $4.71K | 0.00% | +164 | New |
| Harbour Investments, Inc. | 117 | $3.36K | 0.00% | +59+101.7% | Added |
| ICA Group Wealth Management, LLC | 106 | $3.04K | 0.00% | +106 | New |
| Capital Advisors, Ltd. LLC | 115 | $3.00K | 0.00% | +44+62.0% | Added |
| Coastal Investment Advisors, Inc. | 100 | $2.87K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 96 | $2.75K | 0.00% | +50+108.7% | Added |
| Baker Avenue Asset Management, LP | 74 | $2.12K | 0.00% | +74 | New |
| Central Trust Co | 71 | $2.04K | 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 |
| BerganKDV Wealth Management, LLC | 68 | $1.95K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 67 | $1.92K | 0.00% | −3−4.3% | Reduced |
| Focused Wealth Management, Inc | 51 | $1.45K | 0.00% | +1+2.0% | Added |
| Concord Wealth Partners | 50 | $1.44K | 0.00% | +50 | New |
| First Horizon Advisors, Inc. | 46 | $1.32K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.21K | 0.00% | 00.0% | Unchanged |
| Addison Advisors LLC | 35 | $1.00K | 0.00% | −37−51.4% | Reduced |