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 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,792 | $182.1K | 0.01% | +3,667+326.0% | Added |
| UniSuper Management Pty Ltd | 4,800 | $182.4K | 0.00% | +2,200+84.6% | Added |
| Vestcor Inc | 5,182 | $197.0K | 0.01% | −58−1.1% | Reduced |
| Commonwealth Equity Services, LLC | 5,344 | $203.0K | 0.00% | −1,390−20.6% | Reduced |
| Summit Global Investments | 5,356 | $204.0K | 0.02% | −26,595−83.2% | Reduced |
| Paradigm Asset Management Co LLC | 5,400 | $205.3K | 0.05% | −1,900−26.0% | Reduced |
| Mutual Advisors, LLC | 5,575 | $211.9K | 0.01% | +5,575 | New |
| Petrus Trust Company, LTA | 5,624 | $213.8K | 0.02% | −9,488−62.8% | Reduced |
| Capstone Investment Advisors, LLC | 5,642 | $214.5K | 0.00% | −5,755−50.5% | Reduced |
| Signaturefd, LLC | 5,932 | $225.5K | 0.00% | −2,060−25.8% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,112 | $232.3K | 0.00% | +6,112 | New |
| iA Global Asset Management Inc. | 6,132 | $233.0K | 0.00% | +280+4.8% | Added |
| Lombard Odier Asset Management (Switzerland) SA | 6,144 | $233.5K | 0.02% | +6,144 | New |
| Walleye Capital LLC | 6,147 | $233.6K | 0.00% | +6,147 | New |
| Ossiam | 6,234 | $237.0K | 0.00% | −14,443−69.9% | Reduced |
| Savant Capital, LLC | 6,269 | $238.3K | 0.00% | +6,269 | New |
| Sit Investment Associates Inc | 6,310 | $240.0K | 0.01% | +400+6.8% | Added |
| Ascent Group, LLC | 6,640 | $252.4K | 0.02% | −365−5.2% | Reduced |
| Kathmere Capital Management, LLC | 6,685 | $254.1K | 0.03% | −1,014−13.2% | Reduced |
| Truist Financial Corp | 6,749 | $256.5K | 0.00% | −1,139−14.4% | Reduced |
| Teza Capital Management LLC | 6,810 | $258.8K | 0.03% | +6,810 | New |
| Harvest Fund Management Co., Ltd | 6,894 | $262.0K | 0.02% | +4,969+258.1% | Added |
| Pacific Global Investment Management CO | 7,175 | $272.7K | 0.05% | −209−2.8% | Reduced |
| We Are One Seven, LLC | 7,419 | $282.0K | 0.01% | −699−8.6% | Reduced |
| Bleakley Financial Group, LLC | 7,583 | $288.2K | 0.01% | −65−0.8% | Reduced |
| Simplicity Wealth,LLC | 7,583 | $288.2K | 0.01% | +7,583 | New |
| Boston Private Wealth LLC | 7,711 | $293.1K | 0.01% | −900−10.5% | Reduced |
| Pitcairn Co | 8,006 | $304.3K | 0.02% | −5,064−38.7% | Reduced |
| MAI Capital Management | 8,101 | $307.9K | 0.00% | −828−9.3% | Reduced |
| Romano Brothers and Company | 8,175 | $310.7K | 0.04% | 00.0% | Unchanged |
| Teacher Retirement System of Texas | 8,606 | $327.0K | 0.00% | −7,400−46.2% | Reduced |
| Veriti Management LLC | 9,161 | $348.2K | 0.03% | +788+9.4% | Added |
| Handelsinvest Investeringsforvaltning | 9,298 | $353.0K | 0.17% | −4,827−34.2% | Reduced |
| Cresset Asset Management, LLC | 9,452 | $359.3K | 0.00% | −31−0.3% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 9,460 | $359.6K | 0.22% | −1,340−12.4% | Reduced |
| Integrated Wealth Concepts LLC | 9,519 | $361.8K | 0.01% | +125+1.3% | Added |
| Pathstone Holdings, LLC | 9,546 | $362.9K | 0.00% | +920+10.7% | Added |
| US Bancorp | 10,068 | $382.7K | 0.00% | +423+4.4% | Added |
| NBC Securities, Inc. | 10,120 | $384.0K | 0.04% | −6−0.1% | Reduced |
| Tributary Capital Management, LLC | 10,500 | $399.1K | 0.03% | +3,000+40.0% | Added |
| Tower Research Capital LLC (TRC) | 10,638 | $404.4K | 0.01% | −36,158−77.3% | Reduced |
| Algert Global LLC | 10,648 | $404.7K | 0.02% | −8,872−45.5% | Reduced |
| Ellevest, Inc. | 10,691 | $406.4K | 0.03% | −108−1.0% | Reduced |
| M&T Bank Corp | 10,742 | $408.3K | 0.00% | −1,163−9.8% | Reduced |
| Gotham Asset Management, LLC | 11,065 | $420.6K | 0.01% | −3,232−22.6% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,131 | $423.1K | 0.00% | −11,023−49.8% | Reduced |
| Bank of Nova Scotia | 11,130 | $423.4K | 0.00% | −3,034−21.4% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 11,162 | $424.3K | 0.01% | +4,058+57.1% | Added |
| Rothschild Investment LLC | 11,425 | $434.3K | 0.03% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 11,460 | $435.6K | 0.01% | +975+9.3% | Added |
| CIBC Asset Management Inc | 11,466 | $435.8K | 0.00% | +22+0.2% | Added |
| Centiva Capital, LP | 11,986 | $455.6K | 0.03% | −1,051−8.1% | Reduced |
| Pinnacle Associates Ltd | 12,220 | $464.5K | 0.01% | −190−1.5% | Reduced |
| Abn Amro Investment Solutions | 12,409 | $471.7K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 12,735 | $484.1K | 0.01% | +173+1.4% | Added |
| Creative Planning | 12,867 | $489.1K | 0.00% | −26−0.2% | Reduced |
| Acadian Asset Management LLC | 12,915 | $490.0K | 0.00% | +488+3.9% | Added |
| Tokio Marine Asset Management Co Ltd | 13,097 | $497.8K | 0.03% | +528+4.2% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 13,288 | $505.1K | 0.02% | +13,288 | New |
| The PNC Financial Services Group, Inc. | 13,353 | $507.5K | 0.00% | +957+7.7% | Added |
| Susquehanna International Group, LLP | 13,394 | $509.1K | 0.00% | −201,734−93.8% | Reduced |
| Aviva PLC | 13,542 | $514.7K | 0.00% | −81−0.6% | Reduced |
| Nisa Investment Advisors, LLC | 13,660 | $519.2K | 0.00% | −46,915−77.4% | Reduced |
| Shelton Capital Management | 13,723 | $521.6K | 0.01% | 00.0% | Unchanged |
| CIBC World Markets Corp | 13,858 | $526.7K | 0.00% | +4,181+43.2% | Added |
| Los Angeles Capital Management LLC | 13,984 | $531.5K | 0.00% | +13,984 | New |
| Gsa Capital Partners LLP | 14,253 | $542.0K | 0.04% | +14,253 | New |
| Van Leeuwen & Company, LLC | 14,382 | $546.7K | 0.28% | +2,389+19.9% | Added |
| CSS LLC | 14,395 | $547.2K | 0.04% | 00.0% | Unchanged |
| Investment Management Corp of Ontario | 14,640 | $556.5K | 0.02% | −2,700−15.6% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $558.7K | 0.01% | 00.0% | Unchanged |
| Profund Advisors LLC | 15,249 | $579.6K | 0.02% | −1,091−6.7% | Reduced |
| ProShare Advisors LLC | 15,306 | $581.8K | 0.00% | −1,430−8.5% | Reduced |
| Federation des caisses Desjardins du Quebec | 17,622 | $607.0K | 0.00% | +4,296+32.2% | Added |
| Metis Global Partners, LLC | 16,157 | $614.1K | 0.02% | +16,157 | New |
| Prelude Capital Management, LLC | 16,744 | $636.4K | 0.04% | +16,744 | New |
| CIBC World Markets Inc. | 16,790 | $638.0K | 0.00% | +5,792+52.7% | Added |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $641.6K | 0.01% | 00.0% | Unchanged |
| Cerity Partners LLC | 17,044 | $647.8K | 0.00% | +8,788+106.4% | Added |
| APG Asset Management N.V. | 18,466 | $649.9K | 0.00% | −400−2.1% | Reduced |
| Capital Insight Partners, LLC | 17,172 | $652.7K | 0.12% | +5,104+42.3% | Added |
| Mariner, LLC | 17,258 | $656.0K | 0.00% | +26+0.2% | Added |
| Aquatic Capital Management LLC | 17,500 | $665.2K | 0.02% | −5,800−24.9% | Reduced |
| FinTrust Capital Advisors, LLC | 17,709 | $673.1K | 0.13% | −24−0.1% | Reduced |
| Greenleaf Trust | 17,825 | $677.5K | 0.01% | −148−0.8% | Reduced |
| Twinbeech Capital LP | 17,914 | $680.9K | 0.01% | −114,459−86.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 18,047 | $686.0K | 0.00% | −454−2.5% | Reduced |
| Rodgers Brothers Inc. | 18,500 | $703.2K | 0.10% | 00.0% | Unchanged |
| Candriam Luxembourg S.C.A. | 18,743 | $712.4K | 0.00% | −3,082−14.1% | Reduced |
| Bridgefront Capital, LLC | 18,840 | $716.1K | 0.54% | +18,840 | New |
| Quantinno Capital Management LP | 19,671 | $748.0K | 0.02% | +4,338+28.3% | Added |
| Cetera Investment Advisers | 19,972 | $759.1K | 0.00% | +13,173+193.7% | Added |
| Anchor Investment Management, LLC | 20,517 | $779.9K | 0.08% | +70.0% | Added |
| Crossmark Global Holdings, Inc. | 20,510 | $780.0K | 0.01% | −360−1.7% | Reduced |
| Achmea Investment Management B.V. | 20,983 | $797.0K | 0.02% | +20,983 | New |
| Meiji Yasuda Life Insurance Co | 21,490 | $816.8K | 0.02% | −5,000−18.9% | Reduced |
| Credit Agricole S A | 22,666 | $821.4K | 0.01% | +22,666 | New |
| Fulton Bank, N.A. | 22,112 | $840.5K | 0.03% | +122+0.6% | Added |
| Invst, LLC | 22,742 | $851.5K | 0.10% | +22,742 | New |
| Avantax Advisory Services, Inc. | 22,554 | $857.3K | 0.01% | +22,554 | New |