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 |
|---|---|---|---|---|---|
| JFS Wealth Advisors, LLC | 249 | $9.46K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $8.93K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 223 | $8.48K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $8.00K | 0.00% | +163+407.5% | Added |
| Bell Investment Advisors, Inc | 210 | $7.98K | 0.00% | 00.0% | Unchanged |
| Piscataqua Savings Bank | 206 | $7.83K | 0.01% | +206 | New |
| Mather Group, LLC. | 233 | $7.77K | 0.00% | +233 | New |
| Bruce G. Allen Investments, LLC | 199 | $7.56K | 0.01% | −55−21.7% | Reduced |
| RFP Financial Group LLC | 400 | $6.62K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 169 | $6.42K | 0.00% | +169 | New |
| Harbour Investments, Inc. | 159 | $6.04K | 0.00% | −27−14.5% | Reduced |
| Frazier Financial Advisors, LLC | 156 | $5.93K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $5.85K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 135 | $5.00K | 0.00% | +15+12.5% | Added |
| LRI Investments, LLC | 112 | $4.26K | 0.00% | +112 | New |
| ICA Group Wealth Management, LLC | 106 | $4.03K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $3.80K | 0.00% | 00.0% | Unchanged |
| Coastal Investment Advisors, Inc. | 100 | $3.80K | 0.00% | +100 | New |
| SJS Investment Consulting Inc. | 99 | $3.76K | 0.00% | −2−2.0% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.42K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 72 | $2.74K | 0.00% | −6−7.7% | Reduced |
| Headlands Technologies LLC | 72 | $2.74K | 0.00% | +72 | New |
| Bokf, NA | 65 | $2.43K | 0.00% | −298−82.1% | Reduced |
| Westend Capital Management, LLC | 64 | $2.43K | 0.00% | +64 | New |
| Sachetta, LLC | 70 | $2.33K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 60 | $2.17K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 56 | $2.13K | 0.00% | +2+3.7% | Added |
| Versant Capital Management, Inc | 53 | $2.02K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $2.00K | 0.00% | +49+306.3% | Added |
| Valued Wealth Advisors LLC | 50 | $1.90K | 0.00% | +42+525.0% | Added |
| First Horizon Advisors, Inc. | 46 | $1.75K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.60K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $1.48K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.41K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.24K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 31 | $1.18K | 0.00% | −95−75.4% | Reduced |
| Avion Wealth | 19 | $1.00K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 20 | $760 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $747 | 0.00% | 00.0% | Unchanged |
| WR Wealth Planners, LLC | 15 | $570 | 0.00% | +15 | New |
| Sofos Investments, Inc. | 15 | $539 | 0.00% | +15 | New |
| Tfo-TDC, LLC | 14 | $532 | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 7 | $267 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $190 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $77 | 0.00% | +2 | New |
| Abound Wealth Management | 1 | $40 | 0.00% | 00.0% | Unchanged |
| FIL Ltd | 0 | $0 | 0.00% | −2,934,345−100.0% | Sold out |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,081,001−100.0% | Sold out |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −387,121−100.0% | Sold out |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,554−100.0% | Sold out |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −107,010−100.0% | Sold out |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −91,817−100.0% | Sold out |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −82,400−100.0% | Sold out |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −72,819−100.0% | Sold out |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −44,369−100.0% | Sold out |
| Oak Thistle LLC | 0 | $0 | 0.00% | −43,394−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,970−100.0% | Sold out |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,718−100.0% | Sold out |
| Shell Asset Management Co | 0 | $0 | 0.00% | −36,304−100.0% | Sold out |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −31,849−100.0% | Sold out |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −29,822−100.0% | Sold out |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −29,531−100.0% | Sold out |
| Zacks Investment Management | 0 | $0 | 0.00% | −42,244−100.0% | Sold out |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,045−100.0% | Sold out |
| Prudential PLC | 0 | $0 | 0.00% | −22,398−100.0% | Sold out |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −17,775−100.0% | Sold out |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,380−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,061−100.0% | Sold out |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −13,839−100.0% | Sold out |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,225−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,883−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,739−100.0% | Sold out |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,619−100.0% | Sold out |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,458−100.0% | Sold out |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −7,894−100.0% | Sold out |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,432−100.0% | Sold out |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −6,979−100.0% | Sold out |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −3,660−100.0% | Sold out |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,401−100.0% | Sold out |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −764−100.0% | Sold out |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −563−100.0% | Sold out |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −324−100.0% | Sold out |
| Lee Financial Co | 0 | $0 | 0.00% | −322−100.0% | Sold out |
| Glassman Wealth Services | 0 | $0 | 0.00% | −251−100.0% | Sold out |
| West Tower Group, LLC | 0 | $0 | 0.00% | −235−100.0% | Sold out |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −234−100.0% | Sold out |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | Sold out |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −112−100.0% | Sold out |
| Gradient Investments LLC | 0 | $0 | 0.00% | −76−100.0% | Sold out |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −52−100.0% | Sold out |
| Cutler Group LP | 0 | $0 | 0.00% | −22−100.0% | Sold out |
| Putnam Investments LLC | – | – | – | – | Not filed |
| Sawtooth Solutions, LLC | – | – | – | – | Not filed |
| DB Wealth Management Group, LLC | – | – | – | – | Not filed |
| Desjardins Global Asset Management Inc. | – | – | – | – | Not filed |