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 |
|---|---|---|---|---|---|
| Banque Cantonale Vaudoise | 4,100 | $111.0K | 0.01% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,034 | $109.6K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 4,000 | $108.6K | 0.03% | +960+31.6% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 3,694 | $100.3K | 0.00% | +3,694 | New |
| Tower Research Capital LLC (TRC) | 3,496 | $95.0K | 0.00% | +2,702+340.3% | Added |
| National Bank of Canada | 3,486 | $94.6K | 0.00% | +1,192+52.0% | Added |
| Fifth Third Bancorp | 3,080 | $83.7K | 0.00% | −146−4.5% | Reduced |
| Quent Capital, LLC | 2,712 | $73.6K | 0.01% | +5+0.2% | Added |
| Cornerstone Planning Group LLC | 2,682 | $72.8K | 0.03% | +2,682 | New |
| UniSuper Management Pty Ltd | 2,600 | $70.6K | 0.00% | +2,600 | New |
| V-Square Quantitative Management LLC | 2,287 | $62.1K | 0.05% | +2,287 | New |
| CWM, LLC | 2,141 | $58.0K | 0.00% | −507−19.1% | Reduced |
| Register Financial Advisors LLC | 2,064 | $56.1K | 0.04% | +3+0.1% | Added |
| AdvisorNet Financial, Inc | 1,916 | $52.0K | 0.00% | +1,474+333.5% | Added |
| National Pension Service | 1,655 | $44.6K | 0.00% | −198,130−99.2% | Reduced |
| Global Retirement Partners, LLC | 1,221 | $33.2K | 0.00% | +6+0.5% | Added |
| Deseret Mutual Benefit Administrators | 1,167 | $31.7K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 1,086 | $29.5K | 0.02% | +1,008+1,292.3% | Added |
| Natixis | 954 | $25.9K | 0.00% | +954 | New |
| EverSource Wealth Advisors, LLC | 899 | $24.4K | 0.00% | −256−22.2% | Reduced |
| DB Wealth Management Group, LLC | 845 | $22.9K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 834 | $22.0K | 0.00% | −3,181−79.2% | Reduced |
| Bessemer Group Inc | 810 | $22.0K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 806 | $21.9K | 0.00% | −172−17.6% | Reduced |
| IFP Advisors, Inc | 801 | $20.9K | 0.00% | −355−30.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 720 | $19.5K | 0.00% | −14−1.9% | Reduced |
| Assetmark, Inc | 600 | $16.3K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 599 | $16.3K | 0.00% | −42−6.6% | Reduced |
| Whittier Trust Co of Nevada Inc | 582 | $15.8K | 0.00% | +36+6.6% | Added |
| Quadrant Capital Group LLC | 577 | $15.7K | 0.00% | −244−29.7% | Reduced |
| Parallel Advisors, LLC | 532 | $14.4K | 0.00% | −444−45.5% | Reduced |
| Lee Financial Co | 463 | $12.6K | 0.00% | +88+23.5% | Added |
| Whittier Trust Co | 454 | $12.3K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $11.8K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 421 | $11.4K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 384 | $11.0K | 0.00% | −51−11.7% | Reduced |
| Covestor Ltd | 399 | $11.0K | 0.01% | −4−1.0% | Reduced |
| Institutional & Family Asset Management, LLC | 401 | $10.9K | 0.00% | −10−2.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 392 | $10.6K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 368 | $9.99K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 352 | $9.56K | 0.00% | −69−16.4% | Reduced |
| Earnest Partners LLC | 316 | $8.58K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 309 | $8.40K | 0.00% | −117−27.5% | Reduced |
| Quarry LP | 303 | $8.23K | 0.01% | +303 | New |
| Glassman Wealth Services | 261 | $7.09K | 0.00% | +5+2.0% | Added |
| Harbor Investment Advisory, LLC | 244 | $6.63K | 0.00% | +9+3.8% | Added |
| Loomis Sayles & Co L P | 211 | $6.00K | 0.00% | −188−47.1% | Reduced |
| RFP Financial Group LLC | 200 | $5.43K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 199 | $5.41K | 0.00% | −31−13.5% | Reduced |
| JFS Wealth Advisors, LLC | 184 | $5.00K | 0.00% | −124−40.3% | Reduced |
| Massmutual Trust Co FSB | 170 | $4.62K | 0.00% | +71+71.7% | Added |
| Rise Advisors, LLC | 164 | $4.45K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 148 | $4.02K | 0.00% | +48+48.0% | Added |
| 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 |
| Bell Investment Advisors, Inc | 129 | $3.50K | 0.00% | −29−18.4% | Reduced |
| Zions Bancorporation, N.A. | 116 | $3.15K | 0.00% | 00.0% | Unchanged |
| ICA Group Wealth Management, LLC | 106 | $2.88K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 100 | $2.72K | 0.00% | +100 | New |
| Gradient Investments LLC | 76 | $2.06K | 0.00% | +76 | New |
| SJS Investment Consulting Inc. | 72 | $1.96K | 0.00% | +20+38.5% | Added |
| BerganKDV Wealth Management, LLC | 68 | $1.85K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 59 | $1.60K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 51 | $1.39K | 0.00% | 00.0% | Unchanged |
| Disciplined Investments, LLC | 47 | $1.28K | 0.00% | −36−43.4% | Reduced |
| 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 |
| Investors Research Corp | 42 | $1.14K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $1.11K | 0.00% | +41 | New |
| Coston, McIsaac & Partners | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Safeguard Financial, LLC | 24 | $1.00K | 0.00% | +24 | New |
| Global Financial Private Client, LLC | 33 | $904 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 27 | $669 | 0.00% | +27 | New |
| Harbour Investments, Inc. | 20 | $543 | 0.00% | −10−33.3% | Reduced |
| Allworth Financial LP | 15 | $408 | 0.00% | −564−97.4% | Reduced |
| Tfo-TDC, LLC | 14 | $380 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $28 | 0.00% | +1 | New |
| 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 |
| Viking Global Investors LPSuperinvestorViking Global Investors | 0 | $0 | 0.00% | −3,989,446−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −1,265,901−100.0% | Sold out |
| STRS Ohio | 0 | $0 | 0.00% | −917,000−100.0% | Sold out |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −666,254−100.0% | Sold out |
| GMT Capital Corp | 0 | $0 | 0.00% | −536,200−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −499,111−100.0% | Sold out |
| Brookfield Asset Management Inc. | 0 | $0 | 0.00% | −489,194−100.0% | Sold out |
| Oliver Luxxe Assets LLC | 0 | $0 | 0.00% | −208,030−100.0% | Sold out |
| Natixis Advisors, L.P. | 0 | $0 | 0.00% | −154,443−100.0% | Sold out |
| Squarepoint Ops LLC | 0 | $0 | 0.00% | −137,138−100.0% | Sold out |
| American Trust Investment Advisors, LLC | 0 | $0 | 0.00% | −97,055−100.0% | Sold out |
| PGGM Investments | 0 | $0 | 0.00% | −64,243−100.0% | Sold out |
| Jupiter Asset Management Ltd | 0 | $0 | 0.00% | −60,673−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −51,064−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −41,432−100.0% | Sold out |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −39,456−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −39,100−100.0% | Sold out |
| Caisse de Depot Et Placement du Quebec | 0 | $0 | 0.00% | −37,610−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −34,116−100.0% | Sold out |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −25,178−100.0% | Sold out |