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 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,799 | $226.4K | 0.00% | +6,799 | New |
| Vontobel Holding Ltd. | 6,979 | $232.4K | 0.00% | +6,979 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,104 | $236.6K | 0.00% | +7,104 | New |
| Ascent Group, LLC | 7,005 | $238.9K | 0.02% | −981−12.3% | Reduced |
| Paradigm Asset Management Co LLC | 7,300 | $243.1K | 0.06% | 00.0% | Unchanged |
| Pacific Global Investment Management CO | 7,384 | $245.9K | 0.05% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,432 | $247.5K | 0.00% | +7,432 | New |
| Tributary Capital Management, LLC | 7,500 | $249.8K | 0.02% | 00.0% | Unchanged |
| Bleakley Financial Group, LLC | 7,648 | $254.7K | 0.01% | +143+1.9% | Added |
| Kathmere Capital Management, LLC | 7,699 | $256.4K | 0.03% | −1,317−14.6% | Reduced |
| Thoroughbred Financial Services, LLC | 7,894 | $262.0K | 0.02% | 00.0% | Unchanged |
| Truist Financial Corp | 7,888 | $262.7K | 0.00% | +684+9.5% | Added |
| Signaturefd, LLC | 7,992 | $266.1K | 0.01% | −2,367−22.8% | Reduced |
| We Are One Seven, LLC | 8,118 | $270.3K | 0.02% | +438+5.7% | Added |
| Romano Brothers and Company | 8,175 | $272.2K | 0.04% | −175−2.1% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,193 | $272.8K | 0.02% | +8,193 | New |
| Cerity Partners LLC | 8,256 | $274.9K | 0.00% | −1,524−15.6% | Reduced |
| Veriti Management LLC | 8,373 | $278.8K | 0.02% | +101+1.2% | Added |
| Boston Private Wealth LLC | 8,611 | $286.7K | 0.01% | −3,824−30.8% | Reduced |
| Pathstone Holdings, LLC | 8,626 | $289.1K | 0.00% | +8,626 | New |
| MAI Capital Management | 8,929 | $297.3K | 0.00% | −331−3.6% | Reduced |
| SG Americas Securities, LLC | 9,372 | $312.0K | 0.00% | −126,020−93.1% | Reduced |
| Integrated Wealth Concepts LLC | 9,394 | $312.8K | 0.01% | +29+0.3% | Added |
| Virtu Financial LLC | 9,458 | $315.0K | 0.02% | +9,458 | New |
| Cresset Asset Management, LLC | 9,483 | $315.8K | 0.00% | +294+3.2% | Added |
| Cetera Advisors LLC | 9,619 | $320.3K | 0.00% | +9,619 | New |
| US Bancorp | 9,645 | $321.2K | 0.00% | −822−7.9% | Reduced |
| CIBC World Markets Corp | 9,677 | $322.2K | 0.00% | +9,677 | New |
| Scientech Research LLC | 9,739 | $324.4K | 0.32% | +9,739 | New |
| NBC Securities, Inc. | 10,126 | $337.0K | 0.03% | −96−0.9% | Reduced |
| Advisory Services Network, LLC | 10,485 | $349.2K | 0.01% | +10,485 | New |
| Ellevest, Inc. | 10,799 | $359.6K | 0.02% | +10,799 | New |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $359.6K | 0.20% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 10,883 | $362.0K | 0.04% | +10,883 | New |
| CIBC World Markets Inc. | 10,998 | $366.0K | 0.00% | +3,779+52.3% | Added |
| Capstone Investment Advisors, LLC | 11,397 | $379.5K | 0.01% | +11,397 | New |
| Rothschild Investment LLC | 11,425 | $380.5K | 0.03% | +11,425 | New |
| CIBC Asset Management Inc | 11,444 | $381.1K | 0.00% | −792−6.5% | Reduced |
| M&T Bank Corp | 11,905 | $396.4K | 0.00% | −1,538−11.4% | Reduced |
| Van Leeuwen & Company, LLC | 11,993 | $399.4K | 0.23% | +2,116+21.4% | Added |
| Capital Insight Partners, LLC | 12,068 | $401.9K | 0.08% | +1,232+11.4% | Added |
| The PNC Financial Services Group, Inc. | 12,396 | $412.8K | 0.00% | +5,471+79.0% | Added |
| Acadian Asset Management LLC | 12,427 | $413.0K | 0.00% | −94,589−88.4% | Reduced |
| Abn Amro Investment Solutions | 12,409 | $413.2K | 0.01% | −3,191−20.5% | Reduced |
| Pinnacle Associates Ltd | 12,410 | $413.3K | 0.01% | +12,410 | New |
| Stephens Inc | 12,494 | $416.1K | 0.01% | +12,494 | New |
| Equitable Holdings, Inc. | 12,562 | $418.3K | 0.01% | +751+6.4% | Added |
| Tokio Marine Asset Management Co Ltd | 12,569 | $418.5K | 0.02% | +1,549+14.1% | Added |
| Creative Planning | 12,893 | $429.3K | 0.00% | +4,499+53.6% | Added |
| Centiva Capital, LP | 13,037 | $434.1K | 0.03% | −17,265−57.0% | Reduced |
| Pitcairn Co | 13,070 | $435.2K | 0.03% | −13,665−51.1% | Reduced |
| Edgestream Partners, L.P. | 13,225 | $440.4K | 0.03% | +13,225 | New |
| Federation des caisses Desjardins du Quebec | 13,326 | $443.8K | 0.00% | 00.0% | Unchanged |
| Aviva PLC | 13,623 | $453.6K | 0.00% | −51,651−79.1% | Reduced |
| Shelton Capital Management | 13,723 | $457.0K | 0.01% | +13,723 | New |
| Sawtooth Solutions, LLC | 13,787 | $459.1K | 0.01% | +6,282+83.7% | Added |
| Epoch Investment Partners, Inc. | 13,839 | $460.8K | 0.00% | 00.0% | Unchanged |
| Boothbay Fund Management, LLC | 14,061 | $468.2K | 0.02% | −3,923−21.8% | Reduced |
| Handelsinvest Investeringsforvaltning | 14,125 | $470.0K | 0.19% | −105,875−88.2% | Reduced |
| Bank of Nova Scotia | 14,164 | $471.6K | 0.00% | −121,042−89.5% | Reduced |
| Gotham Asset Management, LLC | 14,297 | $476.1K | 0.01% | −4,019−21.9% | Reduced |
| Machina Capital S.A.S. | 14,380 | $478.9K | 0.31% | +14,380 | New |
| CSS LLC | 14,395 | $479.4K | 0.04% | −1,600−10.0% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $489.5K | 0.02% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 15,112 | $503.2K | 0.05% | +66+0.4% | Added |
| Quantinno Capital Management LP | 15,333 | $511.0K | 0.02% | +2,498+19.5% | Added |
| Teacher Retirement System of Texas | 16,006 | $533.0K | 0.00% | −11,560−41.9% | Reduced |
| Profund Advisors LLC | 16,340 | $544.1K | 0.02% | +16,340 | New |
| ProShare Advisors LLC | 16,736 | $557.3K | 0.00% | +16,736 | New |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $562.1K | 0.01% | 00.0% | Unchanged |
| Schonfeld Strategic Advisors LLC | 17,040 | $567.4K | 0.00% | −344,383−95.3% | Reduced |
| APG Asset Management N.V. | 18,866 | $568.7K | 0.00% | +5,806+44.5% | Added |
| Mariner, LLC | 17,232 | $573.8K | 0.00% | +1,287+8.1% | Added |
| Investment Management Corp of Ontario | 17,340 | $577.4K | 0.01% | −23,165−57.2% | Reduced |
| FinTrust Capital Advisors, LLC | 17,733 | $590.5K | 0.12% | −820−4.4% | Reduced |
| Swiss Life Asset Management Ltd | 17,775 | $593.6K | 0.01% | +17,775 | New |
| Greenleaf Trust | 17,973 | $598.5K | 0.01% | +168+0.9% | Added |
| Rodgers Brothers Inc. | 18,500 | $616.0K | 0.10% | −27,650−59.9% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,501 | $616.1K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 19,043 | $634.1K | 0.04% | +2,516+15.2% | Added |
| Algert Global LLC | 19,520 | $650.0K | 0.03% | +19,520 | New |
| Anchor Investment Management, LLC | 20,510 | $683.0K | 0.08% | +70.0% | Added |
| Ossiam | 20,677 | $688.5K | 0.01% | +2,264+12.3% | Added |
| Crossmark Global Holdings, Inc. | 20,870 | $695.0K | 0.01% | +20,870 | New |
| Prudential Financial Inc | 21,013 | $699.7K | 0.00% | +9,052+75.7% | Added |
| Advisor Group Holdings, Inc. | 21,760 | $724.0K | 0.00% | +7,780+55.7% | Added |
| Daiwa Securities Group Inc. | 21,793 | $726.0K | 0.00% | +700+3.3% | Added |
| Candriam Luxembourg S.C.A. | 21,825 | $726.8K | 0.01% | −9,951−31.3% | Reduced |
| Fulton Bank, N.A. | 21,990 | $732.3K | 0.03% | +843+4.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 22,154 | $737.7K | 0.00% | +761+3.6% | Added |
| Prudential PLC | 22,398 | $745.9K | 0.01% | −148−0.7% | Reduced |
| Aquatic Capital Management LLC | 23,300 | $776.0K | 0.02% | +13,700+142.7% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $796.4K | 0.01% | 00.0% | Unchanged |
| Gabelli Funds LLC | 24,000 | $799.2K | 0.01% | 00.0% | Unchanged |
| Trexquant Investment LP | 25,045 | $834.0K | 0.02% | +25,045 | New |
| Janney Montgomery Scott LLC | 25,956 | $864.0K | 0.00% | −57,015−68.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 26,490 | $882.1K | 0.02% | +26,490 | New |
| Public Employees Retirement Association of Colorado | 26,805 | $893.0K | 0.00% | −17,462−39.4% | Reduced |
| Ellsworth Advisors, LLC | 26,839 | $893.7K | 0.28% | +26,839 | New |
| Securian Asset Management, Inc | 26,851 | $894.1K | 0.03% | +26,851 | New |