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 |
|---|---|---|---|---|---|
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −176,193−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −148,500−100.0% | Sold out |
| G&S Capital LLC | 0 | $0 | 0.00% | −94,005−100.0% | Sold out |
| Janney Montgomery Scott LLC | 0 | $0 | 0.00% | −91,973−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −79,120−100.0% | Sold out |
| Ethic Inc. | 0 | $0 | 0.00% | −67,484−100.0% | Sold out |
| TKG Advisors, LLC | 0 | $0 | 0.00% | −63,165−100.0% | Sold out |
| Redwood Investment Management, LLC | 0 | $0 | 0.00% | −51,013−100.0% | Sold out |
| Mackenzie Financial Corp | 0 | $0 | 0.00% | −47,932−100.0% | Sold out |
| Great Lakes Advisors, LLC | 0 | $0 | 0.00% | −38,960−100.0% | Sold out |
| Westpac Banking Corp | 0 | $0 | 0.00% | −37,309−100.0% | Sold out |
| USS Investment Management Ltd | 0 | $0 | 0.00% | −31,200−100.0% | Sold out |
| Royce & Associates LP | 0 | $0 | 0.00% | −30,000−100.0% | Sold out |
| Polianta Ltd | 0 | $0 | 0.00% | −24,100−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −22,165−100.0% | Sold out |
| Point72 Middle East FZE | 0 | $0 | 0.00% | −20,929−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −18,522−100.0% | Sold out |
| Brown Advisory Inc | 0 | $0 | 0.00% | −16,785−100.0% | Sold out |
| MQS Management LLC | 0 | $0 | 0.00% | −16,312−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −14,017−100.0% | Sold out |
| Bank of Nova Scotia | 0 | $0 | 0.00% | −13,541−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −13,089−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,015−100.0% | Sold out |
| Arden Trust Co | 0 | $0 | 0.00% | −11,736−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −11,708−100.0% | Sold out |
| Banque Pictet & Cie SA | 0 | $0 | 0.00% | −11,382−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −11,345−100.0% | Sold out |
| Campbell & CO Investment Adviser LLC | 0 | $0 | 0.00% | −11,125−100.0% | Sold out |
| Alps Advisors Inc | 0 | $0 | 0.00% | −10,541−100.0% | Sold out |
| Park Avenue Securities LLC | 0 | $0 | 0.00% | −9,781−100.0% | Sold out |
| Creative Planning | 0 | $0 | 0.00% | −9,569−100.0% | Sold out |
| 44 Wealth Management LLC | 0 | $0 | 0.00% | −9,518−100.0% | Sold out |
| Versor Investments LP | 0 | $0 | 0.00% | −8,900−100.0% | Sold out |
| MML Investors Services, LLC | 0 | $0 | 0.00% | −8,474−100.0% | Sold out |
| Pacific Global Investment Management CO | 0 | $0 | 0.00% | −7,865−100.0% | Sold out |
| Forum Financial Management, LP | 0 | $0 | 0.00% | −7,841−100.0% | Sold out |
| CIBC World Markets Inc. | 0 | $0 | 0.00% | −7,360−100.0% | Sold out |
| Cetera Investment Advisers | 0 | $0 | 0.00% | −7,320−100.0% | Sold out |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −6,987−100.0% | Sold out |
| State of Wyoming | 0 | $0 | 0.00% | −6,889−100.0% | Sold out |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 0 | $0 | 0.00% | −6,364−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −5,221−100.0% | Sold out |
| Itau Unibanco Holding S.A. | 0 | $0 | 0.00% | −3,691−100.0% | Sold out |
| AIA Group Ltd | 0 | $0 | 0.00% | −3,626−100.0% | Sold out |
| Comerica Securities,inc. | 0 | $0 | 0.00% | −1,061−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −1,023−100.0% | Sold out |
| My Personal CFO, LLC | 0 | $0 | 0.00% | −333−100.0% | Sold out |
| RWM Asset Management, LLC | 0 | $0 | 0.00% | −220−100.0% | Sold out |
| First Manhattan Co | 0 | $0 | 0.00% | −174−100.0% | Sold out |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | Sold out |
| Concord Wealth Partners | 0 | $0 | 0.00% | −50−100.0% | Sold out |
| Addison Advisors LLC | 0 | $0 | 0.00% | −35−100.0% | Sold out |
| Thompson Siegel & Walmsley LLC | 0 | $0 | 0.00% | −24−100.0% | Sold out |
| Accurate Wealth Management, LLC | 0 | $0 | 0.00% | −30−100.0% | Sold out |
| Sofos Investments, Inc. | 0 | $0 | 0.00% | −29−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Money Concepts Capital Corp | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| Wolff Wiese Magana LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Corrado Advisors, LLC | 0 | $0 | 0.00% | −4−100.0% | Sold out |
| Alaska Permanent Fund Corp | – | – | – | – | Not filed |
| Comerica Bank | – | – | – | – | Not filed |
| Allstate Investment Management Co | – | – | – | – | Not filed |
| Seeyond | – | – | – | – | Not filed |
| Glass Jacobson Investment Advisors llc | – | – | – | – | Not filed |