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 | 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, 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 |
|---|---|---|---|---|---|
| Paradigm Asset Management Co LLC | 7,300 | $207.2K | 0.06% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,219 | $205.0K | 0.00% | −376−5.0% | Reduced |
| Truist Financial Corp | 7,204 | $204.5K | 0.00% | +7,204 | New |
| Private Advisor Group, LLC | 7,169 | $203.5K | 0.00% | −2,227−23.7% | Reduced |
| iA Global Asset Management Inc. | 6,998 | $199.0K | 0.01% | −617−8.1% | Reduced |
| The PNC Financial Services Group, Inc. | 6,925 | $196.6K | 0.00% | −92−1.3% | Reduced |
| Sit Investment Associates Inc | 6,875 | $195.0K | 0.01% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 6,537 | $186.0K | 0.00% | 00.0% | Unchanged |
| American International Group, Inc. | 6,213 | $176.4K | 0.00% | −433−6.5% | Reduced |
| Banque Cantonale Vaudoise | 5,838 | $166.0K | 0.01% | +1,738+42.4% | Added |
| Vestcor Inc | 5,331 | $151.0K | 0.01% | −3,493−39.6% | Reduced |
| MV Capital Management, Inc. | 4,034 | $114.5K | 0.02% | 00.0% | Unchanged |
| Colonial Trust Co | 4,000 | $113.6K | 0.03% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 3,567 | $101.3K | 0.00% | −944−20.9% | Reduced |
| Fifth Third Bancorp | 3,110 | $88.3K | 0.00% | +30+1.0% | Added |
| State of Wyoming | 3,100 | $88.0K | 0.02% | +3,100 | New |
| Quent Capital, LLC | 2,938 | $83.4K | 0.01% | +226+8.3% | Added |
| CWM, LLC | 2,647 | $75.0K | 0.00% | +506+23.6% | Added |
| UniSuper Management Pty Ltd | 2,600 | $73.8K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,503 | $71.1K | 0.03% | −179−6.7% | Reduced |
| V-Square Quantitative Management LLC | 2,403 | $68.2K | 0.03% | +116+5.1% | Added |
| Cary Street Partner Investment Advisory LLC | 2,365 | $67.1K | 0.00% | +2,365 | New |
| Register Financial Advisors LLC | 2,067 | $58.7K | 0.04% | +3+0.1% | Added |
| AdvisorNet Financial, Inc | 1,916 | $54.4K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 1,840 | $52.2K | 0.00% | +1,034+128.3% | Added |
| National Pension Service | 1,655 | $45.5K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 1,105 | $31.4K | 0.02% | −62−5.3% | Reduced |
| Cape Investment Advisory, Inc. | 1,094 | $31.1K | 0.02% | +8+0.7% | Added |
| Global Retirement Partners, LLC | 1,120 | $30.1K | 0.00% | −101−8.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,055 | $30.0K | 0.00% | +156+17.4% | Added |
| DB Wealth Management Group, LLC | 845 | $24.0K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 817 | $23.2K | 0.00% | +817 | New |
| Loomis Sayles & Co L P | 803 | $23.0K | 0.00% | +592+280.6% | Added |
| IFP Advisors, Inc | 801 | $22.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 747 | $21.2K | 0.00% | +27+3.8% | Added |
| Quadrant Capital Group LLC | 628 | $17.8K | 0.00% | +51+8.8% | Added |
| Farther Finance Advisors, LLC | 618 | $17.5K | 0.00% | +19+3.2% | Added |
| Assetmark, Inc | 600 | $17.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 558 | $15.0K | 0.00% | +370+196.8% | Added |
| Parallel Advisors, LLC | 482 | $13.7K | 0.00% | −50−9.4% | Reduced |
| Lee Financial Co | 463 | $13.1K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $12.3K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 413 | $12.0K | 0.00% | +29+7.6% | Added |
| McIlrath & Eck, LLC | 421 | $12.0K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 418 | $11.9K | 0.00% | −164−28.2% | Reduced |
| Lindbrook Capital, LLC | 413 | $11.7K | 0.00% | +61+17.3% | Added |
| Steward Partners Investment Advisory, LLC | 392 | $11.1K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $11.0K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 368 | $10.4K | 0.00% | 00.0% | Unchanged |
| Earnest Partners LLC | 316 | $8.97K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 312 | $8.85K | 0.00% | +3+1.0% | Added |
| Institutional & Family Asset Management, LLC | 287 | $8.15K | 0.00% | −114−28.4% | Reduced |
| Steward Financial Group LLC | 342 | $8.00K | 0.00% | +342 | New |
| JFS Wealth Advisors, LLC | 266 | $7.55K | 0.00% | +82+44.6% | Added |
| Glassman Wealth Services | 251 | $7.13K | 0.00% | −10−3.8% | Reduced |
| Hexagon Capital Partners LLC | 237 | $6.73K | 0.00% | +89+60.1% | Added |
| Harbor Investment Advisory, LLC | 235 | $6.67K | 0.00% | −9−3.7% | Reduced |
| Parkside Financial Bank & Trust | 217 | $6.16K | 0.00% | +18+9.0% | Added |
| Bell Investment Advisors, Inc | 210 | $5.96K | 0.00% | +81+62.8% | Added |
| RFP Financial Group LLC | 200 | $5.68K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 181 | $5.14K | 0.00% | +11+6.5% | Added |
| Allworth Financial LP | 173 | $4.91K | 0.00% | +158+1,053.3% | Added |
| Barrett & Company, Inc. | 150 | $4.26K | 0.00% | +150 | New |
| Harbour Investments, Inc. | 147 | $4.17K | 0.00% | +127+635.0% | Added |
| Tradition Wealth Management, LLC | 154 | $4.00K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 116 | $3.29K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 100 | $2.72K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $2.56K | 0.00% | +90 | New |
| SJS Investment Consulting Inc. | 86 | $2.44K | 0.00% | +14+19.4% | Added |
| Gradient Investments LLC | 76 | $2.16K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 65 | $1.73K | 0.00% | +65 | New |
| Glen Eagle Advisors, LLC | 59 | $1.68K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $1.47K | 0.00% | +1+2.0% | Added |
| First Horizon Advisors, Inc. | 46 | $1.30K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.19K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 41 | $1.16K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 40 | $1.13K | 0.00% | −414−91.2% | Reduced |
| 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 |
| Global Financial Private Client, LLC | 33 | $906 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $380 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 10 | $284 | 0.00% | −36−78.3% | Reduced |
| Crewe Advisors LLC | 5 | $142 | 0.00% | +5 | New |
| Abound Wealth Management | 1 | $29 | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 16 | $0 | 0.00% | 00.0% | Unchanged |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −1,500,000−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −1,202,894−100.0% | Sold out |
| Glenmede Trust Co NA | 0 | $0 | 0.00% | −499,293−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −342,485−100.0% | Sold out |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −300,000−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −261,300−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −260,938−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −256,579−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −207,220−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −152,043−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −141,014−100.0% | Sold out |
| Quantbot Technologies LP | 0 | $0 | 0.00% | −116,891−100.0% | Sold out |
| Vident Investment Advisory, LLC | 0 | $0 | 0.00% | −87,959−100.0% | Sold out |