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 | 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, 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 |
|---|---|---|---|---|---|
| Virtu Financial LLC | 9,458 | $315.0K | 0.02% | +9,458 | New |
| Integrated Wealth Concepts LLC | 9,394 | $312.8K | 0.01% | +29+0.3% | Added |
| SG Americas Securities, LLC | 9,372 | $312.0K | 0.00% | −126,020−93.1% | Reduced |
| MAI Capital Management | 8,929 | $297.3K | 0.00% | −331−3.6% | Reduced |
| Pathstone Holdings, LLC | 8,626 | $289.1K | 0.00% | +8,626 | New |
| Boston Private Wealth LLC | 8,611 | $286.7K | 0.01% | −3,824−30.8% | Reduced |
| Veriti Management LLC | 8,373 | $278.8K | 0.02% | +101+1.2% | Added |
| Cerity Partners LLC | 8,256 | $274.9K | 0.00% | −1,524−15.6% | Reduced |
| Campbell & CO Investment Adviser LLC | 8,193 | $272.8K | 0.02% | +8,193 | New |
| Romano Brothers and Company | 8,175 | $272.2K | 0.04% | −175−2.1% | Reduced |
| We Are One Seven, LLC | 8,118 | $270.3K | 0.02% | +438+5.7% | Added |
| Signaturefd, LLC | 7,992 | $266.1K | 0.01% | −2,367−22.8% | Reduced |
| Truist Financial Corp | 7,888 | $262.7K | 0.00% | +684+9.5% | Added |
| Thoroughbred Financial Services, LLC | 7,894 | $262.0K | 0.02% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 7,699 | $256.4K | 0.03% | −1,317−14.6% | Reduced |
| Bleakley Financial Group, LLC | 7,648 | $254.7K | 0.01% | +143+1.9% | Added |
| Tributary Capital Management, LLC | 7,500 | $249.8K | 0.02% | 00.0% | Unchanged |
| Captrust Financial Advisors | 7,432 | $247.5K | 0.00% | +7,432 | New |
| Pacific Global Investment Management CO | 7,384 | $245.9K | 0.05% | 00.0% | Unchanged |
| Paradigm Asset Management Co LLC | 7,300 | $243.1K | 0.06% | 00.0% | Unchanged |
| Ascent Group, LLC | 7,005 | $238.9K | 0.02% | −981−12.3% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,104 | $236.6K | 0.00% | +7,104 | New |
| Vontobel Holding Ltd. | 6,979 | $232.4K | 0.00% | +6,979 | New |
| Cetera Investment Advisers | 6,799 | $226.4K | 0.00% | +6,799 | New |
| Commonwealth Equity Services, LLC | 6,734 | $224.0K | 0.00% | −7,590−53.0% | Reduced |
| Sit Investment Associates Inc | 5,910 | $197.0K | 0.00% | −965−14.0% | Reduced |
| iA Global Asset Management Inc. | 5,852 | $195.0K | 0.00% | −1,146−16.4% | Reduced |
| Vestcor Inc | 5,240 | $174.0K | 0.01% | −91−1.7% | Reduced |
| Fifth Third Bancorp | 4,219 | $140.5K | 0.00% | +1,109+35.7% | Added |
| Ostrum Asset Management | 4,119 | $137.2K | 0.01% | −20,742−83.4% | Reduced |
| V-Square Quantitative Management LLC | 4,001 | $133.2K | 0.03% | +1,598+66.5% | Added |
| Colonial Trust Co | 4,000 | $133.2K | 0.03% | 00.0% | Unchanged |
| BI Asset Management Fondsmaeglerselskab A/S | 3,794 | $126.0K | 0.00% | −2,743−42.0% | Reduced |
| MV Capital Management, Inc. | 3,660 | $121.9K | 0.02% | −374−9.3% | Reduced |
| TD Private Client Wealth LLC | 3,347 | $111.5K | 0.00% | −220−6.2% | Reduced |
| Quent Capital, LLC | 2,907 | $96.8K | 0.01% | −31−1.1% | Reduced |
| UniSuper Management Pty Ltd | 2,600 | $86.6K | 0.00% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 2,590 | $86.2K | 0.03% | +87+3.5% | Added |
| 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 |
| Quarry LP | 2,275 | $75.8K | 0.04% | +2,275 | New |
| Quadrant Capital Group LLC | 2,269 | $75.6K | 0.01% | +1,641+261.3% | Added |
| AdvisorNet Financial, Inc | 1,951 | $65.0K | 0.01% | +35+1.8% | Added |
| Harvest Fund Management Co., Ltd | 1,925 | $64.0K | 0.01% | +1,925 | New |
| National Pension Service | 1,655 | $55.1K | 0.00% | 00.0% | Unchanged |
| Advisors Asset Management, Inc. | 1,642 | $54.7K | 0.00% | +1,642 | New |
| GAMMA Investing LLC | 1,534 | $50.1K | 0.01% | +1,534 | New |
| Global Retirement Partners, LLC | 1,159 | $37.5K | 0.00% | +39+3.5% | Added |
| IFP Advisors, Inc | 1,125 | $37.5K | 0.00% | +324+40.4% | Added |
| Cape Investment Advisory, Inc. | 1,101 | $36.7K | 0.02% | +7+0.6% | Added |
| EverSource Wealth Advisors, LLC | 1,079 | $35.9K | 0.00% | +24+2.3% | Added |
| Ronald Blue Trust, Inc. | 1,262 | $35.0K | 0.00% | +704+126.2% | Added |
| Lindbrook Capital, LLC | 1,004 | $33.4K | 0.00% | +591+143.1% | Added |
| Farther Finance Advisors, LLC | 953 | $31.7K | 0.00% | +335+54.2% | Added |
| Northwestern Mutual Wealth Management Co | 911 | $30.3K | 0.00% | +164+22.0% | Added |
| Deseret Mutual Benefit Administrators | 867 | $28.9K | 0.02% | −238−21.5% | Reduced |
| DB Wealth Management Group, LLC | 845 | $28.1K | 0.02% | 00.0% | Unchanged |
| Desjardins Global Asset Management Inc. | 817 | $27.2K | 0.00% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 812 | $27.0K | 0.00% | +420+107.1% | Added |
| Loomis Sayles & Co L P | 764 | $25.0K | 0.00% | −39−4.9% | Reduced |
| Umb Bank N A | 698 | $23.2K | 0.00% | −1,142−62.1% | Reduced |
| Parallel Advisors, LLC | 617 | $20.5K | 0.00% | +135+28.0% | Added |
| Assetmark, Inc | 600 | $20.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 573 | $19.1K | 0.00% | +573 | New |
| EntryPoint Capital, LLC | 563 | $18.7K | 0.02% | +563 | New |
| ClariVest Asset Management LLC | 462 | $15.4K | 0.00% | +49+11.9% | Added |
| Private Trust Co NA | 435 | $14.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 421 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 401 | $13.0K | 0.01% | +2+0.5% | Added |
| Brown Brothers Harriman & Co | 368 | $12.3K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 363 | $12.1K | 0.00% | +298+458.5% | Added |
| Massmutual Trust Co FSB | 347 | $11.6K | 0.00% | +166+91.7% | Added |
| GWM Advisors LLC | 325 | $10.8K | 0.00% | +13+4.2% | Added |
| Whittier Trust Co of Nevada Inc | 324 | $10.8K | 0.00% | −94−22.5% | Reduced |
| Lee Financial Co | 322 | $10.7K | 0.00% | −141−30.5% | Reduced |
| Bruce G. Allen Investments, LLC | 254 | $8.46K | 0.01% | +254 | New |
| Rakuten Investment Management, Inc. | 249 | $8.39K | 0.00% | +249 | New |
| Glassman Wealth Services | 251 | $8.36K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 249 | $8.29K | 0.00% | −17−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $7.83K | 0.00% | 00.0% | Unchanged |
| West Tower Group, LLC | 235 | $7.83K | 0.02% | +235 | New |
| Institutional & Family Asset Management, LLC | 234 | $7.79K | 0.00% | −53−18.5% | Reduced |
| WealthCollab, LLC | 223 | $7.43K | 0.01% | +223 | New |
| Smartleaf Asset Management LLC | 219 | $7.38K | 0.00% | +219 | New |
| Bell Investment Advisors, Inc | 210 | $6.99K | 0.00% | 00.0% | Unchanged |
| RFP Financial Group LLC | 400 | $6.39K | 0.00% | +200+100.0% | Added |
| Harbour Investments, Inc. | 186 | $6.19K | 0.00% | +39+26.5% | Added |
| Frazier Financial Advisors, LLC | 156 | $5.20K | 0.00% | +156 | New |
| Fortitude Family Office, LLC | 154 | $5.13K | 0.00% | +154 | New |
| Tradition Wealth Management, LLC | 154 | $5.00K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 142 | $4.73K | 0.00% | +142 | New |
| Hexagon Capital Partners LLC | 126 | $4.20K | 0.00% | −111−46.8% | Reduced |
| Zions Bancorporation, N.A. | 116 | $3.86K | 0.00% | 00.0% | Unchanged |
| Tennessee Valley Asset Management Partners | 112 | $3.74K | 0.00% | +112 | New |
| Rise Advisors, LLC | 112 | $3.73K | 0.00% | +112 | New |
| ICA Group Wealth Management, LLC | 106 | $3.53K | 0.00% | +106 | New |
| SJS Investment Consulting Inc. | 101 | $3.36K | 0.00% | +15+17.4% | Added |
| Farmers & Merchants Investments Inc | 100 | $3.33K | 0.00% | +100 | New |
| Valley National Advisers Inc | 120 | $3.00K | 0.00% | +70+140.0% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.00K | 0.00% | 00.0% | Unchanged |