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, Q1 2024
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2024. 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
- 447
- +27 vs. Q4 2023
- Shares held
- 314.4M
- −15.6M (−4.7%) vs. Q4 2023
- Total value
- $11.9B
- +$972.5M (+8.9%) vs. Q4 2023
- New holders
- 72
- 123 more added
- Sold out
- 45
- 192 more reduced
4 institutions that held it in Q4 2023 haven't filed for Q1 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2023.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Abound Wealth Management | 1 | $40 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $77 | 0.00% | +2 | New |
| Raleigh Capital Management Inc. | 5 | $190 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Tfo-TDC, LLC | 14 | $532 | 0.00% | 00.0% | Unchanged |
| Sofos Investments, Inc. | 15 | $539 | 0.00% | +15 | New |
| WR Wealth Planners, LLC | 15 | $570 | 0.00% | +15 | New |
| Glen Eagle Advisors, LLC | 20 | $747 | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $760 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $1.18K | 0.00% | −95−75.4% | Reduced |
| Global Financial Private Client, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.41K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.60K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.75K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 50 | $1.90K | 0.00% | +42+525.0% | Added |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | +49+306.3% | Added |
| Versant Capital Management, Inc | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $2.13K | 0.00% | +2+3.7% | Added |
| Wetzel Investment Advisors, Inc. | 60 | $2.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $2.33K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 64 | $2.43K | 0.00% | +64 | New |
| Bokf, NA | 65 | $2.43K | 0.00% | −298−82.1% | Reduced |
| Parkside Financial Bank & Trust | 72 | $2.74K | 0.00% | −6−7.7% | Reduced |
| Headlands Technologies LLC | 72 | $2.74K | 0.00% | +72 | New |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.42K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 99 | $3.76K | 0.00% | −2−2.0% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 100 | $3.80K | 0.00% | +100 | New |
| ICA Group Wealth Management, LLC | 106 | $4.03K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 112 | $4.26K | 0.00% | +112 | New |
| Valley National Advisers Inc | 135 | $5.00K | 0.00% | +15+12.5% | Added |
| Fortitude Family Office, LLC | 154 | $5.85K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 156 | $5.93K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 159 | $6.04K | 0.00% | −27−14.5% | Reduced |
| Exchange Traded Concepts, LLC | 169 | $6.42K | 0.00% | +169 | New |
| RFP Financial Group LLC | 400 | $6.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 199 | $7.56K | 0.01% | −55−21.7% | Reduced |
| Mather Group, LLC. | 233 | $7.77K | 0.00% | +233 | New |
| Piscataqua Savings Bank | 206 | $7.83K | 0.01% | +206 | New |
| Bell Investment Advisors, Inc | 210 | $7.98K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $8.00K | 0.00% | +163+407.5% | Added |
| WealthCollab, LLC | 223 | $8.48K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $8.93K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 249 | $9.46K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 250 | $9.49K | 0.00% | +31+14.2% | Added |
| Massmutual Trust Co FSB | 252 | $9.58K | 0.00% | −95−27.4% | Reduced |
| Venturi Wealth Management, LLC | 264 | $10.0K | 0.00% | +264 | New |
| Huntington National Bank | 265 | $10.1K | 0.00% | +123+86.6% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 305 | $11.6K | 0.00% | +305 | New |
| Quarry LP | 327 | $12.4K | 0.01% | −1,948−85.6% | Reduced |
| GWM Advisors LLC | 327 | $12.4K | 0.00% | +2+0.6% | Added |
| Brown Brothers Harriman & Co | 368 | $14.0K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 399 | $15.0K | 0.01% | −2−0.5% | Reduced |
| Principal Securities, Inc. | 417 | $15.8K | 0.00% | −156−27.2% | Reduced |
| McIlrath & Eck, LLC | 421 | $16.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $16.5K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 532 | $20.2K | 0.00% | +70+15.2% | Added |
| Assetmark, Inc | 600 | $22.8K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 645 | $24.5K | 0.00% | +28+4.5% | Added |
| Deseret Mutual Benefit Administrators | 661 | $25.1K | 0.01% | −206−23.8% | Reduced |
| Continuum Advisory, LLC | 705 | $27.9K | 0.00% | +705 | New |
| New Covenant Trust Company, N.A. | 744 | $28.3K | 0.03% | +744 | New |
| Umb Bank N A | 780 | $29.6K | 0.00% | +82+11.7% | Added |
| Ronald Blue Trust, Inc. | 822 | $31.2K | 0.00% | −440−34.9% | Reduced |
| Global Retirement Partners, LLC | 866 | $32.9K | 0.00% | −293−25.3% | Reduced |
| Steward Partners Investment Advisory, LLC | 873 | $33.2K | 0.00% | +61+7.5% | Added |
| Northwestern Mutual Wealth Management Co | 931 | $35.4K | 0.00% | +20+2.2% | Added |
| Farther Finance Advisors, LLC | 954 | $35.7K | 0.00% | +1+0.1% | Added |
| Lindbrook Capital, LLC | 1,004 | $38.2K | 0.00% | 00.0% | Unchanged |
| Gladius Capital Management LP | 1,034 | $39.3K | 0.04% | +1,034 | New |
| Cape Investment Advisory, Inc. | 1,108 | $42.1K | 0.02% | +7+0.6% | Added |
| Catalyst Funds Management Pty Ltd | 1,200 | $45.6K | 0.01% | +1,200 | New |
| nVerses Capital, LLC | 1,300 | $49.4K | 0.12% | +1,300 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $56.3K | 0.02% | +1,480 | New |
| AdvisorNet Financial, Inc | 1,532 | $58.2K | 0.01% | −419−21.5% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 1,589 | $60.0K | 0.00% | −2,205−58.1% | Reduced |
| Zions Bancorporation, N.A. | 1,649 | $62.7K | 0.00% | +1,533+1,321.6% | Added |
| National Pension Service | 1,655 | $62.9K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,665 | $63.3K | 0.00% | −604−26.6% | Reduced |
| Jones Financial Companies LLLP | 1,671 | $63.5K | 0.00% | +1,671 | New |
| Rise Advisors, LLC | 1,704 | $64.8K | 0.03% | +1,592+1,421.4% | Added |
| TD Private Client Wealth LLC | 1,722 | $65.5K | 0.00% | −1,625−48.6% | Reduced |
| GAMMA Investing LLC | 1,939 | $73.7K | 0.02% | +405+26.4% | Added |
| Gen-Wealth Partners Inc | 2,100 | $79.8K | 0.04% | +2,100 | New |
| EverSource Wealth Advisors, LLC | 2,605 | $96.2K | 0.01% | +1,526+141.4% | Added |
| Advisors Asset Management, Inc. | 2,632 | $100.0K | 0.00% | +990+60.3% | Added |
| Quent Capital, LLC | 2,910 | $110.6K | 0.01% | +3+0.1% | Added |
| CWM, LLC | 2,929 | $111.0K | 0.00% | +513+21.2% | Added |
| Rakuten Investment Management, Inc. | 2,929 | $111.3K | 0.00% | +2,680+1,076.3% | Added |
| Advisor Group Holdings, Inc. | 3,575 | $135.9K | 0.00% | −18,185−83.6% | Reduced |
| Cornerstone Planning Group LLC | 3,609 | $139.1K | 0.04% | +1,019+39.3% | Added |
| Colonial Trust Co | 4,000 | $152.0K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,001 | $152.1K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 4,119 | $156.6K | 0.01% | 00.0% | Unchanged |
| Fifth Third Bancorp | 4,136 | $157.2K | 0.00% | −83−2.0% | Reduced |
| Chiron Investment Management, LLC | 4,154 | $157.9K | 0.07% | +4,154 | New |
| Allspring Global Investments Holdings, LLC | 4,783 | $181.8K | 0.00% | −46,204−90.6% | Reduced |