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, Q4 2023
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 424
- +41 vs. Q3 2023
- Shares held
- 330.5M
- −2.28M (−0.7%) vs. Q3 2023
- Total value
- $11.0B
- +$1.53B (+16.2%) vs. Q3 2023
- New holders
- 84
- 136 more added
- Sold out
- 43
- 153 more reduced
4 institutions that held it in Q3 2023 haven't filed for Q4 2023 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2023
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Cutler Group LP | 22 | $0 | 0.00% | +22 | New |
| Abound Wealth Management | 1 | $35 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $167 | 0.00% | +5 | New |
| Valued Wealth Advisors LLC | 8 | $229 | 0.00% | +8 | New |
| Johnson Financial Group, Inc. | 7 | $234 | 0.00% | +7 | New |
| Tfo-TDC, LLC | 14 | $466 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $655 | 0.00% | −39−66.1% | Reduced |
| Whittier Trust Co | 20 | $665 | 0.00% | −20−50.0% | Reduced |
| Bessemer Group Inc | 40 | $1.00K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $1.00K | 0.00% | −37−66.1% | Reduced |
| Capital Advisors, Ltd. LLC | 16 | $1.00K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.10K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.23K | 0.00% | +37 | New |
| Allworth Financial LP | 39 | $1.30K | 0.00% | −134−77.5% | Reduced |
| Investors Research Corp | 42 | $1.40K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.53K | 0.00% | 00.0% | Unchanged |
| Focused Wealth Management, Inc | 52 | $1.73K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $1.76K | 0.00% | +12+29.3% | Added |
| DiNuzzo Private Wealth, Inc. | 54 | $1.80K | 0.00% | +54 | New |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 60 | $2.00K | 0.00% | +60 | New |
| Sachetta, LLC | 70 | $2.33K | 0.00% | +70 | New |
| Gradient Investments LLC | 76 | $2.53K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 78 | $2.60K | 0.00% | −139−64.1% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 120 | $3.00K | 0.00% | +70+140.0% | Added |
| Farmers & Merchants Investments Inc | 100 | $3.33K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 101 | $3.36K | 0.00% | +15+17.4% | Added |
| ICA Group Wealth Management, LLC | 106 | $3.53K | 0.00% | +106 | New |
| Rise Advisors, LLC | 112 | $3.73K | 0.00% | +112 | New |
| Tennessee Valley Asset Management Partners | 112 | $3.74K | 0.00% | +112 | New |
| Zions Bancorporation, N.A. | 116 | $3.86K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 126 | $4.20K | 0.00% | −111−46.8% | Reduced |
| Huntington National Bank | 142 | $4.73K | 0.00% | +142 | New |
| Tradition Wealth Management, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $5.13K | 0.00% | +154 | New |
| Frazier Financial Advisors, LLC | 156 | $5.20K | 0.00% | +156 | New |
| Harbour Investments, Inc. | 186 | $6.19K | 0.00% | +39+26.5% | Added |
| RFP Financial Group LLC | 400 | $6.39K | 0.00% | +200+100.0% | Added |
| Bell Investment Advisors, Inc | 210 | $6.99K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 219 | $7.38K | 0.00% | +219 | New |
| WealthCollab, LLC | 223 | $7.43K | 0.01% | +223 | New |
| Institutional & Family Asset Management, LLC | 234 | $7.79K | 0.00% | −53−18.5% | Reduced |
| West Tower Group, LLC | 235 | $7.83K | 0.02% | +235 | New |
| Harbor Investment Advisory, LLC | 235 | $7.83K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 249 | $8.29K | 0.00% | −17−6.4% | Reduced |
| Glassman Wealth Services | 251 | $8.36K | 0.00% | 00.0% | Unchanged |
| Rakuten Investment Management, Inc. | 249 | $8.39K | 0.00% | +249 | New |
| Bruce G. Allen Investments, LLC | 254 | $8.46K | 0.01% | +254 | New |
| Lee Financial Co | 322 | $10.7K | 0.00% | −141−30.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 324 | $10.8K | 0.00% | −94−22.5% | Reduced |
| GWM Advisors LLC | 325 | $10.8K | 0.00% | +13+4.2% | Added |
| Massmutual Trust Co FSB | 347 | $11.6K | 0.00% | +166+91.7% | Added |
| Bokf, NA | 363 | $12.1K | 0.00% | +298+458.5% | Added |
| Brown Brothers Harriman & Co | 368 | $12.3K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 401 | $13.0K | 0.01% | +2+0.5% | Added |
| McIlrath & Eck, LLC | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $14.5K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 462 | $15.4K | 0.00% | +49+11.9% | Added |
| EntryPoint Capital, LLC | 563 | $18.7K | 0.02% | +563 | New |
| Principal Securities, Inc. | 573 | $19.1K | 0.00% | +573 | New |
| Assetmark, Inc | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 617 | $20.5K | 0.00% | +135+28.0% | Added |
| Umb Bank N A | 698 | $23.2K | 0.00% | −1,142−62.1% | Reduced |
| Loomis Sayles & Co L P | 764 | $25.0K | 0.00% | −39−4.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 812 | $27.0K | 0.00% | +420+107.1% | Added |
| Desjardins Global Asset Management Inc. | 817 | $27.2K | 0.00% | 00.0% | Unchanged |
| DB Wealth Management Group, LLC | 845 | $28.1K | 0.02% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 867 | $28.9K | 0.02% | −238−21.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 911 | $30.3K | 0.00% | +164+22.0% | Added |
| Farther Finance Advisors, LLC | 953 | $31.7K | 0.00% | +335+54.2% | Added |
| Lindbrook Capital, LLC | 1,004 | $33.4K | 0.00% | +591+143.1% | Added |
| Ronald Blue Trust, Inc. | 1,262 | $35.0K | 0.00% | +704+126.2% | Added |
| EverSource Wealth Advisors, LLC | 1,079 | $35.9K | 0.00% | +24+2.3% | Added |
| Cape Investment Advisory, Inc. | 1,101 | $36.7K | 0.02% | +7+0.6% | Added |
| IFP Advisors, Inc | 1,125 | $37.5K | 0.00% | +324+40.4% | Added |
| Global Retirement Partners, LLC | 1,159 | $37.5K | 0.00% | +39+3.5% | Added |
| GAMMA Investing LLC | 1,534 | $50.1K | 0.01% | +1,534 | New |
| Advisors Asset Management, Inc. | 1,642 | $54.7K | 0.00% | +1,642 | New |
| National Pension Service | 1,655 | $55.1K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 1,925 | $64.0K | 0.01% | +1,925 | New |
| AdvisorNet Financial, Inc | 1,951 | $65.0K | 0.01% | +35+1.8% | Added |
| Quadrant Capital Group LLC | 2,269 | $75.6K | 0.01% | +1,641+261.3% | Added |
| Quarry LP | 2,275 | $75.8K | 0.04% | +2,275 | New |
| CWM, LLC | 2,416 | $80.0K | 0.00% | −231−8.7% | Reduced |
| Van Eck Associates Corp | 2,401 | $80.0K | 0.00% | +2,401 | New |
| Cornerstone Planning Group LLC | 2,590 | $86.2K | 0.03% | +87+3.5% | Added |
| UniSuper Management Pty Ltd | 2,600 | $86.6K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,907 | $96.8K | 0.01% | −31−1.1% | Reduced |
| TD Private Client Wealth LLC | 3,347 | $111.5K | 0.00% | −220−6.2% | Reduced |
| MV Capital Management, Inc. | 3,660 | $121.9K | 0.02% | −374−9.3% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 3,794 | $126.0K | 0.00% | −2,743−42.0% | Reduced |
| Colonial Trust Co | 4,000 | $133.2K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,001 | $133.2K | 0.03% | +1,598+66.5% | Added |
| Ostrum Asset Management | 4,119 | $137.2K | 0.01% | −20,742−83.4% | Reduced |
| Fifth Third Bancorp | 4,219 | $140.5K | 0.00% | +1,109+35.7% | Added |
| Vestcor Inc | 5,240 | $174.0K | 0.01% | −91−1.7% | Reduced |
| iA Global Asset Management Inc. | 5,852 | $195.0K | 0.00% | −1,146−16.4% | Reduced |
| Sit Investment Associates Inc | 5,910 | $197.0K | 0.00% | −965−14.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,734 | $224.0K | 0.00% | −7,590−53.0% | Reduced |