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 |
|---|---|---|---|---|---|
| Mirabella Financial Services LLP | 0 | $0 | 0.00% | −22,874−100.0% | Sold out |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −20,426−100.0% | Sold out |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −19,775−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −17,833−100.0% | Sold out |
| Axq Capital, LP | 0 | $0 | 0.00% | −16,379−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −15,356−100.0% | Sold out |
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −14,615−100.0% | Sold out |
| Harbour Capital Advisors, LLC | 0 | $0 | 0.00% | −14,515−100.0% | Sold out |
| Interchange Capital Partners, LLC | 0 | $0 | 0.00% | −14,146−100.0% | Sold out |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −13,742−100.0% | Sold out |
| Raymond James Trust N.A. | 0 | $0 | 0.00% | −11,737−100.0% | Sold out |
| Meiji Yasuda Asset Management Co Ltd. | 0 | $0 | 0.00% | −10,496−100.0% | Sold out |
| Kapitalo Investimentos Ltda | 0 | $0 | 0.00% | −10,314−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −10,601−100.0% | Sold out |
| FDx Advisors, Inc. | 0 | $0 | 0.00% | −8,818−100.0% | Sold out |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,330−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −7,986−100.0% | Sold out |
| Industrial Alliance Investment Management Inc. | 0 | $0 | 0.00% | −7,685−100.0% | Sold out |
| Gladius Capital Management LP | 0 | $0 | 0.00% | −4,724−100.0% | Sold out |
| Advisory Services Network, LLC | 0 | $0 | 0.00% | −4,517−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −2,335−100.0% | Sold out |
| Ellevest, Inc. | 0 | $0 | 0.00% | −1,822−100.0% | Sold out |
| Washington Trust Advisors, Inc. | 0 | $0 | 0.00% | −657−100.0% | Sold out |
| Trust Co of Vermont | 0 | $0 | 0.00% | −624−100.0% | Sold out |
| Riverview Trust Co | 0 | $0 | 0.00% | −485−100.0% | Sold out |
| Cullen/Frost Bankers, Inc. | 0 | $0 | 0.00% | −354−100.0% | Sold out |
| TCI Wealth Advisors, Inc. | 0 | $0 | 0.00% | −250−100.0% | Sold out |
| Huntington National Bank | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Steward Financial Group LLC | 0 | $0 | 0.00% | −247−100.0% | Sold out |
| Oliver Lagore Vanvalin Investment Group | 0 | $0 | 0.00% | −188−100.0% | Sold out |
| Jones Financial Companies LLLP | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Schubert & Co | 0 | $0 | 0.00% | −133−100.0% | Sold out |
| Jackson, Grant Investment Advisers, Inc. | 0 | $0 | 0.00% | −90−100.0% | Sold out |
| Central Trust Co | 0 | $0 | 0.00% | −71−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −65−100.0% | Sold out |
| Baker Avenue Asset Management, LP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| First Financial Corp | 0 | $0 | 0.00% | −21−100.0% | Sold out |
| Ameritas Advisory Services, LLC | 0 | $0 | 0.00% | −19−100.0% | Sold out |
| 25 LLC | 0 | $0 | 0.00% | −20−100.0% | Sold out |
| Kula Investments, LLC | – | – | – | – | Not filed |
| Baldrige Asset Management LLC | – | – | – | – | Not filed |