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, Q2 2023
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 380
- −11 vs. Q1 2023
- Shares held
- 345.4M
- −7.62M (−2.2%) vs. Q1 2023
- Total value
- $9.35B
- +$424.3M (+4.8%) vs. Q1 2023
- New holders
- 48
- 117 more added
- Sold out
- 59
- 165 more reduced
2 institutions that held it in Q1 2023 haven't filed for Q2 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2023: 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, Q2 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | −122−88.4% | Reduced |
| Avion Wealth | 39 | $0 | 0.00% | 00.0% | Unchanged |
| Comerica Bank | 847,501 | $0 | 0.00% | +847,501 | New |
| Abound Wealth Management | 1 | $28 | 0.00% | +1 | New |
| Tfo-TDC, LLC | 14 | $380 | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 15 | $408 | 0.00% | −564−97.4% | Reduced |
| Harbour Investments, Inc. | 20 | $543 | 0.00% | −10−33.3% | Reduced |
| Sofos Investments, Inc. | 27 | $669 | 0.00% | +27 | New |
| Global Financial Private Client, LLC | 33 | $904 | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Versant Capital Management, Inc | 41 | $1.11K | 0.00% | +41 | New |
| Investors Research Corp | 42 | $1.14K | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 46 | $1.25K | 0.00% | −281−85.9% | Reduced |
| First Horizon Advisors, Inc. | 46 | $1.25K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 47 | $1.28K | 0.00% | −36−43.4% | Reduced |
| Focused Wealth Management, Inc | 51 | $1.39K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $1.60K | 0.00% | 00.0% | Unchanged |
| BerganKDV Wealth Management, LLC | 68 | $1.85K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 72 | $1.96K | 0.00% | +20+38.5% | Added |
| Gradient Investments LLC | 76 | $2.06K | 0.00% | +76 | New |
| Coastal Investment Advisors, Inc. | 100 | $2.72K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 106 | $2.88K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $3.15K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 129 | $3.50K | 0.00% | −29−18.4% | Reduced |
| Ronald Blue Trust, Inc. | 188 | $4.00K | 0.00% | −506−72.9% | Reduced |
| Tradition Wealth Management, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 148 | $4.02K | 0.00% | +48+48.0% | Added |
| Rise Advisors, LLC | 164 | $4.45K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 170 | $4.62K | 0.00% | +71+71.7% | Added |
| JFS Wealth Advisors, LLC | 184 | $5.00K | 0.00% | −124−40.3% | Reduced |
| Parkside Financial Bank & Trust | 199 | $5.41K | 0.00% | −31−13.5% | Reduced |
| RFP Financial Group LLC | 200 | $5.43K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 211 | $6.00K | 0.00% | −188−47.1% | Reduced |
| Harbor Investment Advisory, LLC | 244 | $6.63K | 0.00% | +9+3.8% | Added |
| Glassman Wealth Services | 261 | $7.09K | 0.00% | +5+2.0% | Added |
| Quarry LP | 303 | $8.23K | 0.01% | +303 | New |
| GWM Advisors LLC | 309 | $8.40K | 0.00% | −117−27.5% | Reduced |
| Earnest Partners LLC | 316 | $8.58K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 352 | $9.56K | 0.00% | −69−16.4% | Reduced |
| Brown Brothers Harriman & Co | 368 | $9.99K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $10.6K | 0.00% | 00.0% | Unchanged |
| Institutional & Family Asset Management, LLC | 401 | $10.9K | 0.00% | −10−2.4% | Reduced |
| ClariVest Asset Management LLC | 384 | $11.0K | 0.00% | −51−11.7% | Reduced |
| Covestor Ltd | 399 | $11.0K | 0.01% | −4−1.0% | Reduced |
| McIlrath & Eck, LLC | 421 | $11.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $11.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 454 | $12.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 463 | $12.6K | 0.00% | +88+23.5% | Added |
| Parallel Advisors, LLC | 532 | $14.4K | 0.00% | −444−45.5% | Reduced |
| Quadrant Capital Group LLC | 577 | $15.7K | 0.00% | −244−29.7% | Reduced |
| Whittier Trust Co of Nevada Inc | 582 | $15.8K | 0.00% | +36+6.6% | Added |
| Farther Finance Advisors, LLC | 599 | $16.3K | 0.00% | −42−6.6% | Reduced |
| Assetmark, Inc | 600 | $16.3K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 720 | $19.5K | 0.00% | −14−1.9% | Reduced |
| IFP Advisors, Inc | 801 | $20.9K | 0.00% | −355−30.7% | Reduced |
| Umb Bank N A | 806 | $21.9K | 0.00% | −172−17.6% | Reduced |
| Simplex Trading, LLC | 834 | $22.0K | 0.00% | −3,181−79.2% | Reduced |
| Bessemer Group Inc | 810 | $22.0K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $22.9K | 0.01% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 899 | $24.4K | 0.00% | −256−22.2% | Reduced |
| Natixis | 954 | $25.9K | 0.00% | +954 | New |
| Cape Investment Advisory, Inc. | 1,086 | $29.5K | 0.02% | +1,008+1,292.3% | Added |
| Deseret Mutual Benefit Administrators | 1,167 | $31.7K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,221 | $33.2K | 0.00% | +6+0.5% | Added |
| National Pension Service | 1,655 | $44.6K | 0.00% | −198,130−99.2% | Reduced |
| AdvisorNet Financial, Inc | 1,916 | $52.0K | 0.00% | +1,474+333.5% | Added |
| Register Financial Advisors LLC | 2,064 | $56.1K | 0.04% | +3+0.1% | Added |
| CWM, LLC | 2,141 | $58.0K | 0.00% | −507−19.1% | Reduced |
| V-Square Quantitative Management LLC | 2,287 | $62.1K | 0.05% | +2,287 | New |
| UniSuper Management Pty Ltd | 2,600 | $70.6K | 0.00% | +2,600 | New |
| Cornerstone Planning Group LLC | 2,682 | $72.8K | 0.03% | +2,682 | New |
| Quent Capital, LLC | 2,712 | $73.6K | 0.01% | +5+0.2% | Added |
| Fifth Third Bancorp | 3,080 | $83.7K | 0.00% | −146−4.5% | Reduced |
| National Bank of Canada | 3,486 | $94.6K | 0.00% | +1,192+52.0% | Added |
| Tower Research Capital LLC (TRC) | 3,496 | $95.0K | 0.00% | +2,702+340.3% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,694 | $100.3K | 0.00% | +3,694 | New |
| Colonial Trust Co | 4,000 | $108.6K | 0.03% | +960+31.6% | Added |
| MV Capital Management, Inc. | 4,034 | $109.6K | 0.01% | 00.0% | Unchanged |
| Banque Cantonale Vaudoise | 4,100 | $111.0K | 0.01% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 4,511 | $122.5K | 0.01% | −188−4.0% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,537 | $178.0K | 0.00% | −101,911−94.0% | Reduced |
| American International Group, Inc. | 6,646 | $180.5K | 0.00% | +2,936+79.1% | Added |
| Sit Investment Associates Inc | 6,875 | $187.0K | 0.00% | −500−6.8% | Reduced |
| The PNC Financial Services Group, Inc. | 7,017 | $190.6K | 0.00% | −4,523−39.2% | Reduced |
| Paradigm Asset Management Co LLC | 7,300 | $198.3K | 0.05% | +7,300 | New |
| Pacific Global Investment Management CO | 7,384 | $200.5K | 0.04% | +7,384 | New |
| CIBC World Markets Inc. | 7,595 | $206.0K | 0.00% | +7,595 | New |
| iA Global Asset Management Inc. | 7,615 | $207.0K | 0.01% | +7,615 | New |
| Tributary Capital Management, LLC | 7,700 | $209.1K | 0.02% | −200−2.5% | Reduced |
| Ossiam | 7,992 | $217.1K | 0.00% | +4,093+105.0% | Added |
| Yousif Capital Management, LLC | 8,013 | $217.6K | 0.00% | −313−3.8% | Reduced |
| One Wealth Advisors, LLC | 8,144 | $221.2K | 0.05% | −377−4.4% | Reduced |
| Ascent Group, LLC | 7,616 | $221.5K | 0.02% | +7,616 | New |
| Townsend & Associates, Inc | 7,679 | $221.8K | 0.06% | −864−10.1% | Reduced |
| We Are One Seven, LLC | 8,206 | $222.9K | 0.02% | +8,206 | New |
| FinTrust Capital Advisors, LLC | 7,799 | $223.8K | 0.05% | 00.0% | Unchanged |
| Cerity Partners LLC | 8,365 | $227.2K | 0.00% | −208−2.4% | Reduced |
| Sawtooth Solutions, LLC | 8,386 | $227.8K | 0.01% | −9,607−53.4% | Reduced |
| Bleakley Financial Group, LLC | 8,386 | $227.8K | 0.01% | −185−2.2% | Reduced |