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 | 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, 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 |
|---|---|---|---|---|---|
| MetLife Investment Management | 7,634 | $193.8K | 0.00% | +16+0.2% | Added |
| Sit Investment Associates Inc | 7,375 | $187.0K | 0.01% | +775+11.7% | Added |
| Gladius Capital Management LP | 4,724 | $119.9K | 0.04% | −365−7.2% | Reduced |
| TD Private Client Wealth LLC | 4,699 | $119.3K | 0.01% | −14,383−75.4% | Reduced |
| Advisory Services Network, LLC | 4,517 | $114.7K | 0.00% | +3,175+236.6% | Added |
| Banque Cantonale Vaudoise | 4,100 | $104.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,034 | $102.4K | 0.01% | +4,034 | New |
| Simplex Trading, LLC | 4,015 | $101.0K | 0.00% | +4,015 | New |
| Ossiam | 3,899 | $99.0K | 0.00% | +216+5.9% | Added |
| American International Group, Inc. | 3,710 | $94.2K | 0.00% | −81−2.1% | Reduced |
| Fifth Third Bancorp | 3,226 | $81.9K | 0.00% | −108−3.2% | Reduced |
| Colonial Trust Co | 3,040 | $77.2K | 0.02% | −85−2.7% | Reduced |
| Quent Capital, LLC | 2,707 | $68.5K | 0.01% | +4+0.1% | Added |
| CWM, LLC | 2,648 | $67.0K | 0.00% | +83+3.2% | Added |
| Belpointe Asset Management LLC | 2,335 | $59.3K | 0.00% | −10−0.4% | Reduced |
| National Bank of Canada | 2,294 | $56.5K | 0.00% | −48,253−95.5% | Reduced |
| Register Financial Advisors LLC | 2,061 | $52.3K | 0.04% | −948−31.5% | Reduced |
| Ellevest, Inc. | 1,822 | $46.3K | 0.00% | −2,941−61.7% | Reduced |
| IFP Advisors, Inc | 1,156 | $30.1K | 0.00% | −977−45.8% | Reduced |
| Global Retirement Partners, LLC | 1,215 | $29.8K | 0.00% | +155+14.6% | Added |
| Deseret Mutual Benefit Administrators | 1,167 | $29.6K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,155 | $29.3K | 0.00% | −766−39.9% | Reduced |
| Umb Bank N A | 978 | $24.8K | 0.00% | +206+26.7% | Added |
| Parallel Advisors, LLC | 976 | $24.8K | 0.00% | −231−19.1% | Reduced |
| DB Wealth Management Group, LLC | 845 | $21.5K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 810 | $21.0K | 0.00% | −631−43.8% | Reduced |
| Quadrant Capital Group LLC | 821 | $20.8K | 0.00% | −183−18.2% | Reduced |
| 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 |
| Northwestern Mutual Wealth Management Co | 734 | $18.6K | 0.00% | +260+54.9% | Added |
| Washington Trust Advisors, Inc. | 657 | $16.7K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 641 | $16.3K | 0.00% | +11+1.7% | Added |
| Trust Co of Vermont | 624 | $15.8K | 0.00% | 00.0% | Unchanged |
| Assetmark, Inc | 600 | $15.2K | 0.00% | −27,775−97.9% | Reduced |
| Allworth Financial LP | 579 | $14.7K | 0.00% | −71−10.9% | Reduced |
| Whittier Trust Co of Nevada Inc | 546 | $13.9K | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 485 | $12.3K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co | 454 | $11.5K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 442 | $11.2K | 0.00% | −25,821−98.3% | Reduced |
| Private Trust Co NA | 435 | $11.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 435 | $11.0K | 0.00% | −16−3.5% | Reduced |
| GWM Advisors LLC | 426 | $10.8K | 0.00% | −1,567−78.6% | Reduced |
| Lindbrook Capital, LLC | 421 | $10.7K | 0.00% | −19−4.3% | Reduced |
| McIlrath & Eck, LLC | 421 | $10.7K | 0.00% | +421 | New |
| Institutional & Family Asset Management, LLC | 411 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 403 | $10.0K | 0.01% | −8−1.9% | Reduced |
| Loomis Sayles & Co L P | 399 | $10.0K | 0.00% | +399 | New |
| Steward Partners Investment Advisory, LLC | 392 | $9.95K | 0.00% | −56−12.5% | Reduced |
| Lee Financial Co | 375 | $9.52K | 0.00% | +375 | New |
| Brown Brothers Harriman & Co | 368 | $9.34K | 0.00% | +368 | New |
| Cullen/Frost Bankers, Inc. | 354 | $8.99K | 0.00% | +354 | New |
| Twin Tree Management, LP | 327 | $8.30K | 0.00% | +327 | New |
| Earnest Partners LLC | 316 | $8.02K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 308 | $7.82K | 0.00% | +22+7.7% | Added |
| Glassman Wealth Services | 256 | $6.50K | 0.00% | −7−2.7% | Reduced |
| TCI Wealth Advisors, Inc. | 250 | $6.35K | 0.00% | −143−36.4% | Reduced |
| Huntington National Bank | 247 | $6.10K | 0.00% | +247 | New |
| Steward Financial Group LLC | 247 | $6.00K | 0.00% | +247 | New |
| Harbor Investment Advisory, LLC | 235 | $5.97K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 230 | $5.84K | 0.00% | −23−9.1% | Reduced |
| RFP Financial Group LLC | 200 | $5.08K | 0.01% | +200 | New |
| Oliver Lagore Vanvalin Investment Group | 188 | $4.77K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 164 | $4.16K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 158 | $4.01K | 0.00% | −55−25.8% | Reduced |
| Capital Advisors, Ltd. LLC | 138 | $4.00K | 0.00% | +23+20.0% | Added |
| Tradition Wealth Management, LLC | 154 | $4.00K | 0.00% | +154 | New |
| Jones Financial Companies LLLP | 154 | $3.91K | 0.00% | +148+2,466.7% | Added |
| Schubert & Co | 133 | $3.38K | 0.00% | −66−33.2% | Reduced |
| Zions Bancorporation, N.A. | 116 | $2.94K | 0.00% | −117−50.2% | Reduced |
| ICA Group Wealth Management, LLC | 106 | $2.69K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 100 | $2.54K | 0.00% | −152−60.3% | Reduced |
| Massmutual Trust Co FSB | 99 | $2.51K | 0.00% | +13+15.1% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $2.29K | 0.00% | +90 | New |
| Disciplined Investments, LLC | 83 | $2.11K | 0.00% | +16+23.9% | Added |
| Cape Investment Advisory, Inc. | 78 | $1.98K | 0.00% | +78 | New |
| Central Trust Co | 71 | $1.80K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 68 | $1.73K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 65 | $1.65K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 59 | $1.50K | 0.00% | −119−66.9% | Reduced |
| SJS Investment Consulting Inc. | 52 | $1.32K | 0.00% | −44−45.8% | Reduced |
| Focused Wealth Management, Inc | 51 | $1.29K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.17K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.07K | 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 |
| Global Financial Private Client, LLC | 33 | $828 | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 30 | $762 | 0.00% | −87−74.4% | Reduced |
| Baker Avenue Asset Management, LP | 22 | $559 | 0.00% | −52−70.3% | Reduced |
| First Financial Corp | 21 | $532 | 0.00% | 00.0% | Unchanged |
| Ameritas Advisory Services, LLC | 19 | $492 | 0.00% | +19 | New |
| 25 LLC | 20 | $472 | 0.00% | +20 | New |
| Tfo-TDC, LLC | 14 | $355 | 0.00% | +12+600.0% | Added |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −1,812,808−100.0% | Sold out |
| Samlyn Capital, LLC | 0 | $0 | 0.00% | −1,360,291−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −790,359−100.0% | Sold out |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −335,295−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −279,046−100.0% | Sold out |
| Lord, Abbett & Co. LLC | 0 | $0 | 0.00% | −227,230−100.0% | Sold out |
| Parkwood LLC | 0 | $0 | 0.00% | −199,509−100.0% | Sold out |