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, Q1 2023
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2023. 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
- 393
- −15 vs. Q4 2022
- Shares held
- 353.1M
- −8.04M (−2.2%) vs. Q4 2022
- Total value
- $8.93B
- −$1.44B (−13.9%) vs. Q4 2022
- New holders
- 51
- 137 more added
- Sold out
- 66
- 157 more reduced
5 institutions that held it in Q4 2022 haven't filed for Q1 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2022.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Tfo-TDC, LLC | 14 | $355 | 0.00% | +12+600.0% | Added |
| 25 LLC | 20 | $472 | 0.00% | +20 | New |
| Ameritas Advisory Services, LLC | 19 | $492 | 0.00% | +19 | New |
| First Financial Corp | 21 | $532 | 0.00% | 00.0% | Unchanged |
| Baker Avenue Asset Management, LP | 22 | $559 | 0.00% | −52−70.3% | Reduced |
| Harbour Investments, Inc. | 30 | $762 | 0.00% | −87−74.4% | Reduced |
| Global Financial Private Client, LLC | 33 | $828 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Baldrige Asset Management LLC | 23 | $1.00K | 0.00% | +23 | New |
| Avion Wealth | 39 | $1.00K | 0.00% | +39 | New |
| Investors Research Corp | 42 | $1.07K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.17K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $1.29K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 52 | $1.32K | 0.00% | −44−45.8% | Reduced |
| Glen Eagle Advisors, LLC | 59 | $1.50K | 0.00% | −119−66.9% | Reduced |
| CVA Family Office, LLC | 65 | $1.65K | 0.00% | +65 | New |
| BerganKDV Wealth Management, LLC | 68 | $1.73K | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 71 | $1.80K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 78 | $1.98K | 0.00% | +78 | New |
| Disciplined Investments, LLC | 83 | $2.11K | 0.00% | +16+23.9% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $2.29K | 0.00% | +90 | New |
| Massmutual Trust Co FSB | 99 | $2.51K | 0.00% | +13+15.1% | Added |
| Hexagon Capital Partners LLC | 100 | $2.54K | 0.00% | −152−60.3% | Reduced |
| ICA Group Wealth Management, LLC | 106 | $2.69K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $2.94K | 0.00% | −117−50.2% | Reduced |
| Schubert & Co | 133 | $3.38K | 0.00% | −66−33.2% | Reduced |
| Jones Financial Companies LLLP | 154 | $3.91K | 0.00% | +148+2,466.7% | Added |
| Capital Advisors, Ltd. LLC | 138 | $4.00K | 0.00% | +23+20.0% | Added |
| Tradition Wealth Management, LLC | 154 | $4.00K | 0.00% | +154 | New |
| Bell Investment Advisors, Inc | 158 | $4.01K | 0.00% | −55−25.8% | Reduced |
| Rise Advisors, LLC | 164 | $4.16K | 0.00% | 00.0% | Unchanged |
| Oliver Lagore Vanvalin Investment Group | 188 | $4.77K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 200 | $5.08K | 0.01% | +200 | New |
| Parkside Financial Bank & Trust | 230 | $5.84K | 0.00% | −23−9.1% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $5.97K | 0.00% | 00.0% | Unchanged |
| Steward Financial Group LLC | 247 | $6.00K | 0.00% | +247 | New |
| Huntington National Bank | 247 | $6.10K | 0.00% | +247 | New |
| TCI Wealth Advisors, Inc. | 250 | $6.35K | 0.00% | −143−36.4% | Reduced |
| Glassman Wealth Services | 256 | $6.50K | 0.00% | −7−2.7% | Reduced |
| JFS Wealth Advisors, LLC | 308 | $7.82K | 0.00% | +22+7.7% | Added |
| Earnest Partners LLC | 316 | $8.02K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 327 | $8.30K | 0.00% | +327 | New |
| Cullen/Frost Bankers, Inc. | 354 | $8.99K | 0.00% | +354 | New |
| Brown Brothers Harriman & Co | 368 | $9.34K | 0.00% | +368 | New |
| Lee Financial Co | 375 | $9.52K | 0.00% | +375 | New |
| Steward Partners Investment Advisory, LLC | 392 | $9.95K | 0.00% | −56−12.5% | Reduced |
| Covestor Ltd | 403 | $10.0K | 0.01% | −8−1.9% | Reduced |
| Loomis Sayles & Co L P | 399 | $10.0K | 0.00% | +399 | New |
| Institutional & Family Asset Management, LLC | 411 | $10.4K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 421 | $10.7K | 0.00% | −19−4.3% | Reduced |
| McIlrath & Eck, LLC | 421 | $10.7K | 0.00% | +421 | New |
| GWM Advisors LLC | 426 | $10.8K | 0.00% | −1,567−78.6% | Reduced |
| ClariVest Asset Management LLC | 435 | $11.0K | 0.00% | −16−3.5% | Reduced |
| Private Trust Co NA | 435 | $11.0K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 442 | $11.2K | 0.00% | −25,821−98.3% | Reduced |
| Whittier Trust Co | 454 | $11.5K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 485 | $12.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 546 | $13.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 579 | $14.7K | 0.00% | −71−10.9% | Reduced |
| Assetmark, Inc | 600 | $15.2K | 0.00% | −27,775−97.9% | Reduced |
| Trust Co of Vermont | 624 | $15.8K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 641 | $16.3K | 0.00% | +11+1.7% | Added |
| Washington Trust Advisors, Inc. | 657 | $16.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 734 | $18.6K | 0.00% | +260+54.9% | Added |
| Ronald Blue Trust, Inc. | 694 | $20.0K | 0.00% | −15−2.1% | Reduced |
| Tower Research Capital LLC (TRC) | 794 | $20.0K | 0.00% | +223+39.1% | Added |
| Quadrant Capital Group LLC | 821 | $20.8K | 0.00% | −183−18.2% | Reduced |
| Bessemer Group Inc | 810 | $21.0K | 0.00% | −631−43.8% | Reduced |
| DB Wealth Management Group, LLC | 845 | $21.5K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 976 | $24.8K | 0.00% | −231−19.1% | Reduced |
| Umb Bank N A | 978 | $24.8K | 0.00% | +206+26.7% | Added |
| EverSource Wealth Advisors, LLC | 1,155 | $29.3K | 0.00% | −766−39.9% | Reduced |
| Deseret Mutual Benefit Administrators | 1,167 | $29.6K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,215 | $29.8K | 0.00% | +155+14.6% | Added |
| IFP Advisors, Inc | 1,156 | $30.1K | 0.00% | −977−45.8% | Reduced |
| Ellevest, Inc. | 1,822 | $46.3K | 0.00% | −2,941−61.7% | Reduced |
| Register Financial Advisors LLC | 2,061 | $52.3K | 0.04% | −948−31.5% | Reduced |
| National Bank of Canada | 2,294 | $56.5K | 0.00% | −48,253−95.5% | Reduced |
| Belpointe Asset Management LLC | 2,335 | $59.3K | 0.00% | −10−0.4% | Reduced |
| CWM, LLC | 2,648 | $67.0K | 0.00% | +83+3.2% | Added |
| Quent Capital, LLC | 2,707 | $68.5K | 0.01% | +4+0.1% | Added |
| Colonial Trust Co | 3,040 | $77.2K | 0.02% | −85−2.7% | Reduced |
| Fifth Third Bancorp | 3,226 | $81.9K | 0.00% | −108−3.2% | Reduced |
| American International Group, Inc. | 3,710 | $94.2K | 0.00% | −81−2.1% | Reduced |
| Ossiam | 3,899 | $99.0K | 0.00% | +216+5.9% | Added |
| Simplex Trading, LLC | 4,015 | $101.0K | 0.00% | +4,015 | New |
| MV Capital Management, Inc. | 4,034 | $102.4K | 0.01% | +4,034 | New |
| Banque Cantonale Vaudoise | 4,100 | $104.0K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 4,517 | $114.7K | 0.00% | +3,175+236.6% | Added |
| TD Private Client Wealth LLC | 4,699 | $119.3K | 0.01% | −14,383−75.4% | Reduced |
| Gladius Capital Management LP | 4,724 | $119.9K | 0.04% | −365−7.2% | Reduced |
| Sit Investment Associates Inc | 7,375 | $187.0K | 0.01% | +775+11.7% | Added |
| MetLife Investment Management | 7,634 | $193.8K | 0.00% | +16+0.2% | Added |
| Industrial Alliance Investment Management Inc. | 7,685 | $195.0K | 0.01% | +7,685 | New |
| Romano Brothers and Company | 7,900 | $200.6K | 0.03% | +5,150+187.3% | Added |
| Tributary Capital Management, LLC | 7,900 | $200.6K | 0.02% | +7,900 | New |
| Vontobel Holding Ltd. | 7,986 | $202.8K | 0.00% | +396+5.2% | Added |
| Yousif Capital Management, LLC | 8,326 | $211.4K | 0.00% | −560−6.3% | Reduced |
| One Wealth Advisors, LLC | 8,521 | $216.3K | 0.05% | +3,484+69.2% | Added |
| Bleakley Financial Group, LLC | 8,571 | $217.6K | 0.01% | −223−2.5% | Reduced |