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 | 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, 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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 11,130 | $423.4K | 0.00% | −3,034−21.4% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 11,131 | $423.1K | 0.00% | −11,023−49.8% | Reduced |
| Gotham Asset Management, LLC | 11,065 | $420.6K | 0.01% | −3,232−22.6% | Reduced |
| M&T Bank Corp | 10,742 | $408.3K | 0.00% | −1,163−9.8% | Reduced |
| Ellevest, Inc. | 10,691 | $406.4K | 0.03% | −108−1.0% | Reduced |
| Algert Global LLC | 10,648 | $404.7K | 0.02% | −8,872−45.5% | Reduced |
| Tower Research Capital LLC (TRC) | 10,638 | $404.4K | 0.01% | −36,158−77.3% | Reduced |
| Tributary Capital Management, LLC | 10,500 | $399.1K | 0.03% | +3,000+40.0% | Added |
| NBC Securities, Inc. | 10,120 | $384.0K | 0.04% | −6−0.1% | Reduced |
| US Bancorp | 10,068 | $382.7K | 0.00% | +423+4.4% | Added |
| Pathstone Holdings, LLC | 9,546 | $362.9K | 0.00% | +920+10.7% | Added |
| Integrated Wealth Concepts LLC | 9,519 | $361.8K | 0.01% | +125+1.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 9,460 | $359.6K | 0.22% | −1,340−12.4% | Reduced |
| Cresset Asset Management, LLC | 9,452 | $359.3K | 0.00% | −31−0.3% | Reduced |
| Handelsinvest Investeringsforvaltning | 9,298 | $353.0K | 0.17% | −4,827−34.2% | Reduced |
| Veriti Management LLC | 9,161 | $348.2K | 0.03% | +788+9.4% | Added |
| Teacher Retirement System of Texas | 8,606 | $327.0K | 0.00% | −7,400−46.2% | Reduced |
| Romano Brothers and Company | 8,175 | $310.7K | 0.04% | 00.0% | Unchanged |
| MAI Capital Management | 8,101 | $307.9K | 0.00% | −828−9.3% | Reduced |
| Pitcairn Co | 8,006 | $304.3K | 0.02% | −5,064−38.7% | Reduced |
| Boston Private Wealth LLC | 7,711 | $293.1K | 0.01% | −900−10.5% | 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 |
| We Are One Seven, LLC | 7,419 | $282.0K | 0.01% | −699−8.6% | Reduced |
| Pacific Global Investment Management CO | 7,175 | $272.7K | 0.05% | −209−2.8% | Reduced |
| Harvest Fund Management Co., Ltd | 6,894 | $262.0K | 0.02% | +4,969+258.1% | Added |
| Teza Capital Management LLC | 6,810 | $258.8K | 0.03% | +6,810 | New |
| Truist Financial Corp | 6,749 | $256.5K | 0.00% | −1,139−14.4% | Reduced |
| Kathmere Capital Management, LLC | 6,685 | $254.1K | 0.03% | −1,014−13.2% | Reduced |
| Ascent Group, LLC | 6,640 | $252.4K | 0.02% | −365−5.2% | Reduced |
| Sit Investment Associates Inc | 6,310 | $240.0K | 0.01% | +400+6.8% | Added |
| Savant Capital, LLC | 6,269 | $238.3K | 0.00% | +6,269 | New |
| Ossiam | 6,234 | $237.0K | 0.00% | −14,443−69.9% | Reduced |
| Walleye Capital LLC | 6,147 | $233.6K | 0.00% | +6,147 | New |
| Lombard Odier Asset Management (Switzerland) SA | 6,144 | $233.5K | 0.02% | +6,144 | New |
| iA Global Asset Management Inc. | 6,132 | $233.0K | 0.00% | +280+4.8% | Added |
| Wealth Enhancement Advisory Services, LLC | 6,112 | $232.3K | 0.00% | +6,112 | New |
| Signaturefd, LLC | 5,932 | $225.5K | 0.00% | −2,060−25.8% | Reduced |
| Capstone Investment Advisors, LLC | 5,642 | $214.5K | 0.00% | −5,755−50.5% | Reduced |
| Petrus Trust Company, LTA | 5,624 | $213.8K | 0.02% | −9,488−62.8% | Reduced |
| Mutual Advisors, LLC | 5,575 | $211.9K | 0.01% | +5,575 | New |
| Paradigm Asset Management Co LLC | 5,400 | $205.3K | 0.05% | −1,900−26.0% | Reduced |
| Summit Global Investments | 5,356 | $204.0K | 0.02% | −26,595−83.2% | Reduced |
| Commonwealth Equity Services, LLC | 5,344 | $203.0K | 0.00% | −1,390−20.6% | Reduced |
| Vestcor Inc | 5,182 | $197.0K | 0.01% | −58−1.1% | Reduced |
| UniSuper Management Pty Ltd | 4,800 | $182.4K | 0.00% | +2,200+84.6% | Added |
| IFP Advisors, Inc | 4,792 | $182.1K | 0.01% | +3,667+326.0% | Added |
| Allspring Global Investments Holdings, LLC | 4,783 | $181.8K | 0.00% | −46,204−90.6% | Reduced |
| Chiron Investment Management, LLC | 4,154 | $157.9K | 0.07% | +4,154 | New |
| Fifth Third Bancorp | 4,136 | $157.2K | 0.00% | −83−2.0% | Reduced |
| Ostrum Asset Management | 4,119 | $156.6K | 0.01% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,001 | $152.1K | 0.03% | 00.0% | Unchanged |
| Colonial Trust Co | 4,000 | $152.0K | 0.03% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 3,609 | $139.1K | 0.04% | +1,019+39.3% | Added |
| Advisor Group Holdings, Inc. | 3,575 | $135.9K | 0.00% | −18,185−83.6% | Reduced |
| Rakuten Investment Management, Inc. | 2,929 | $111.3K | 0.00% | +2,680+1,076.3% | Added |
| CWM, LLC | 2,929 | $111.0K | 0.00% | +513+21.2% | Added |
| Quent Capital, LLC | 2,910 | $110.6K | 0.01% | +3+0.1% | Added |
| Advisors Asset Management, Inc. | 2,632 | $100.0K | 0.00% | +990+60.3% | Added |
| EverSource Wealth Advisors, LLC | 2,605 | $96.2K | 0.01% | +1,526+141.4% | Added |
| Gen-Wealth Partners Inc | 2,100 | $79.8K | 0.04% | +2,100 | New |
| GAMMA Investing LLC | 1,939 | $73.7K | 0.02% | +405+26.4% | Added |
| TD Private Client Wealth LLC | 1,722 | $65.5K | 0.00% | −1,625−48.6% | Reduced |
| Rise Advisors, LLC | 1,704 | $64.8K | 0.03% | +1,592+1,421.4% | Added |
| Jones Financial Companies LLLP | 1,671 | $63.5K | 0.00% | +1,671 | New |
| Quadrant Capital Group LLC | 1,665 | $63.3K | 0.00% | −604−26.6% | Reduced |
| National Pension Service | 1,655 | $62.9K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,649 | $62.7K | 0.00% | +1,533+1,321.6% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 1,589 | $60.0K | 0.00% | −2,205−58.1% | Reduced |
| AdvisorNet Financial, Inc | 1,532 | $58.2K | 0.01% | −419−21.5% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $56.3K | 0.02% | +1,480 | New |
| nVerses Capital, LLC | 1,300 | $49.4K | 0.12% | +1,300 | New |
| Catalyst Funds Management Pty Ltd | 1,200 | $45.6K | 0.01% | +1,200 | New |
| Cape Investment Advisory, Inc. | 1,108 | $42.1K | 0.02% | +7+0.6% | Added |
| Gladius Capital Management LP | 1,034 | $39.3K | 0.04% | +1,034 | New |
| Lindbrook Capital, LLC | 1,004 | $38.2K | 0.00% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 954 | $35.7K | 0.00% | +1+0.1% | Added |
| Northwestern Mutual Wealth Management Co | 931 | $35.4K | 0.00% | +20+2.2% | Added |
| Steward Partners Investment Advisory, LLC | 873 | $33.2K | 0.00% | +61+7.5% | Added |
| Global Retirement Partners, LLC | 866 | $32.9K | 0.00% | −293−25.3% | Reduced |
| Ronald Blue Trust, Inc. | 822 | $31.2K | 0.00% | −440−34.9% | Reduced |
| Umb Bank N A | 780 | $29.6K | 0.00% | +82+11.7% | Added |
| New Covenant Trust Company, N.A. | 744 | $28.3K | 0.03% | +744 | New |
| Continuum Advisory, LLC | 705 | $27.9K | 0.00% | +705 | New |
| Deseret Mutual Benefit Administrators | 661 | $25.1K | 0.01% | −206−23.8% | Reduced |
| Parallel Advisors, LLC | 645 | $24.5K | 0.00% | +28+4.5% | Added |
| Assetmark, Inc | 600 | $22.8K | 0.00% | 00.0% | Unchanged |
| ClariVest Asset Management LLC | 532 | $20.2K | 0.00% | +70+15.2% | Added |
| Private Trust Co NA | 435 | $16.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 421 | $16.0K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 417 | $15.8K | 0.00% | −156−27.2% | Reduced |
| Covestor Ltd | 399 | $15.0K | 0.01% | −2−0.5% | Reduced |
| Brown Brothers Harriman & Co | 368 | $14.0K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 327 | $12.4K | 0.00% | +2+0.6% | Added |
| Quarry LP | 327 | $12.4K | 0.01% | −1,948−85.6% | Reduced |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 305 | $11.6K | 0.00% | +305 | New |
| Huntington National Bank | 265 | $10.1K | 0.00% | +123+86.6% | Added |
| Venturi Wealth Management, LLC | 264 | $10.0K | 0.00% | +264 | New |
| Massmutual Trust Co FSB | 252 | $9.58K | 0.00% | −95−27.4% | Reduced |
| Smartleaf Asset Management LLC | 250 | $9.49K | 0.00% | +31+14.2% | Added |