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, Q3 2023
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 387
- +9 vs. Q2 2023
- Shares held
- 332.9M
- −12.3M (−3.6%) vs. Q2 2023
- Total value
- $9.46B
- +$108.2M (+1.2%) vs. Q2 2023
- New holders
- 49
- 124 more added
- Sold out
- 40
- 149 more reduced
2 institutions that held it in Q2 2023 haven't filed for Q3 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Abound Wealth Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Crewe Advisors LLC | 5 | $142 | 0.00% | +5 | New |
| Twin Tree Management, LP | 10 | $284 | 0.00% | −36−78.3% | Reduced |
| Tfo-TDC, LLC | 14 | $380 | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $906 | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | −770−95.1% | Reduced |
| Coston, McIsaac & Partners | 70 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 56 | $1.00K | 0.00% | +17+43.6% | Added |
| Valley National Advisers Inc | 50 | $1.00K | 0.00% | +50 | New |
| Whittier Trust Co | 40 | $1.13K | 0.00% | −414−91.2% | Reduced |
| Versant Capital Management, Inc | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $1.47K | 0.00% | +1+2.0% | Added |
| Glen Eagle Advisors, LLC | 59 | $1.68K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 65 | $1.73K | 0.00% | +65 | New |
| Gradient Investments LLC | 76 | $2.16K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 86 | $2.44K | 0.00% | +14+19.4% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $2.56K | 0.00% | +90 | New |
| Coastal Investment Advisors, Inc. | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $3.29K | 0.00% | 00.0% | Unchanged |
| Tradition Wealth Management, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 147 | $4.17K | 0.00% | +127+635.0% | Added |
| Barrett & Company, Inc. | 150 | $4.26K | 0.00% | +150 | New |
| Allworth Financial LP | 173 | $4.91K | 0.00% | +158+1,053.3% | Added |
| Massmutual Trust Co FSB | 181 | $5.14K | 0.00% | +11+6.5% | Added |
| RFP Financial Group LLC | 200 | $5.68K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 210 | $5.96K | 0.00% | +81+62.8% | Added |
| Parkside Financial Bank & Trust | 217 | $6.16K | 0.00% | +18+9.0% | Added |
| Harbor Investment Advisory, LLC | 235 | $6.67K | 0.00% | −9−3.7% | Reduced |
| Hexagon Capital Partners LLC | 237 | $6.73K | 0.00% | +89+60.1% | Added |
| Glassman Wealth Services | 251 | $7.13K | 0.00% | −10−3.8% | Reduced |
| JFS Wealth Advisors, LLC | 266 | $7.55K | 0.00% | +82+44.6% | Added |
| Steward Financial Group LLC | 342 | $8.00K | 0.00% | +342 | New |
| Institutional & Family Asset Management, LLC | 287 | $8.15K | 0.00% | −114−28.4% | Reduced |
| GWM Advisors LLC | 312 | $8.85K | 0.00% | +3+1.0% | Added |
| Earnest Partners LLC | 316 | $8.97K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 368 | $10.4K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $11.0K | 0.01% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 392 | $11.1K | 0.00% | 00.0% | Unchanged |
| Lindbrook Capital, LLC | 413 | $11.7K | 0.00% | +61+17.3% | Added |
| Whittier Trust Co of Nevada Inc | 418 | $11.9K | 0.00% | −164−28.2% | Reduced |
| McIlrath & Eck, LLC | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 413 | $12.0K | 0.00% | +29+7.6% | Added |
| Private Trust Co NA | 435 | $12.3K | 0.00% | 00.0% | Unchanged |
| Lee Financial Co | 463 | $13.1K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 482 | $13.7K | 0.00% | −50−9.4% | Reduced |
| Ronald Blue Trust, Inc. | 558 | $15.0K | 0.00% | +370+196.8% | Added |
| Assetmark, Inc | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 618 | $17.5K | 0.00% | +19+3.2% | Added |
| Quadrant Capital Group LLC | 628 | $17.8K | 0.00% | +51+8.8% | Added |
| Northwestern Mutual Wealth Management Co | 747 | $21.2K | 0.00% | +27+3.8% | Added |
| IFP Advisors, Inc | 801 | $22.7K | 0.00% | 00.0% | Unchanged |
| Loomis Sayles & Co L P | 803 | $23.0K | 0.00% | +592+280.6% | Added |
| Desjardins Global Asset Management Inc. | 817 | $23.2K | 0.00% | +817 | New |
| DB Wealth Management Group, LLC | 845 | $24.0K | 0.02% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,055 | $30.0K | 0.00% | +156+17.4% | Added |
| Global Retirement Partners, LLC | 1,120 | $30.1K | 0.00% | −101−8.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,094 | $31.1K | 0.02% | +8+0.7% | Added |
| Deseret Mutual Benefit Administrators | 1,105 | $31.4K | 0.02% | −62−5.3% | Reduced |
| National Pension Service | 1,655 | $45.5K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,840 | $52.2K | 0.00% | +1,034+128.3% | Added |
| AdvisorNet Financial, Inc | 1,916 | $54.4K | 0.00% | 00.0% | Unchanged |
| Register Financial Advisors LLC | 2,067 | $58.7K | 0.04% | +3+0.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,365 | $67.1K | 0.00% | +2,365 | New |
| V-Square Quantitative Management LLC | 2,403 | $68.2K | 0.03% | +116+5.1% | Added |
| Cornerstone Planning Group LLC | 2,503 | $71.1K | 0.03% | −179−6.7% | Reduced |
| UniSuper Management Pty Ltd | 2,600 | $73.8K | 0.00% | 00.0% | Unchanged |
| CWM, LLC | 2,647 | $75.0K | 0.00% | +506+23.6% | Added |
| Quent Capital, LLC | 2,938 | $83.4K | 0.01% | +226+8.3% | Added |
| State of Wyoming | 3,100 | $88.0K | 0.02% | +3,100 | New |
| Fifth Third Bancorp | 3,110 | $88.3K | 0.00% | +30+1.0% | Added |
| TD Private Client Wealth LLC | 3,567 | $101.3K | 0.00% | −944−20.9% | Reduced |
| Colonial Trust Co | 4,000 | $113.6K | 0.03% | 00.0% | Unchanged |
| MV Capital Management, Inc. | 4,034 | $114.5K | 0.02% | 00.0% | Unchanged |
| Vestcor Inc | 5,331 | $151.0K | 0.01% | −3,493−39.6% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $166.0K | 0.01% | +1,738+42.4% | Added |
| American International Group, Inc. | 6,213 | $176.4K | 0.00% | −433−6.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 6,537 | $186.0K | 0.00% | 00.0% | Unchanged |
| Sit Investment Associates Inc | 6,875 | $195.0K | 0.01% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 6,925 | $196.6K | 0.00% | −92−1.3% | Reduced |
| iA Global Asset Management Inc. | 6,998 | $199.0K | 0.01% | −617−8.1% | Reduced |
| Private Advisor Group, LLC | 7,169 | $203.5K | 0.00% | −2,227−23.7% | Reduced |
| Truist Financial Corp | 7,204 | $204.5K | 0.00% | +7,204 | New |
| CIBC World Markets Inc. | 7,219 | $205.0K | 0.00% | −376−5.0% | Reduced |
| Paradigm Asset Management Co LLC | 7,300 | $207.2K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,986 | $207.7K | 0.02% | +370+4.9% | Added |
| Pacific Global Investment Management CO | 7,384 | $209.6K | 0.05% | 00.0% | Unchanged |
| Tributary Capital Management, LLC | 7,500 | $212.9K | 0.02% | −200−2.6% | Reduced |
| Sawtooth Solutions, LLC | 7,505 | $213.1K | 0.01% | −881−10.5% | Reduced |
| Bleakley Financial Group, LLC | 7,505 | $213.1K | 0.01% | −881−10.5% | Reduced |
| We Are One Seven, LLC | 7,680 | $218.0K | 0.02% | −526−6.4% | Reduced |
| Thoroughbred Financial Services, LLC | 7,894 | $224.0K | 0.02% | +7,894 | New |
| Veriti Management LLC | 8,272 | $234.8K | 0.03% | −495−5.6% | Reduced |
| Yousif Capital Management, LLC | 8,333 | $236.6K | 0.00% | +320+4.0% | Added |
| Romano Brothers and Company | 8,350 | $237.1K | 0.04% | −200−2.3% | Reduced |
| Creative Planning | 8,394 | $238.3K | 0.00% | +8,394 | New |
| Symmetry Partners, LLC | 8,419 | $239.0K | 0.01% | −1,327−13.6% | Reduced |
| Kathmere Capital Management, LLC | 9,016 | $256.0K | 0.04% | +211+2.4% | Added |