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, Q2 2024
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 491
- +51 vs. Q1 2024
- Shares held
- 306.6M
- −6.87M (−2.2%) vs. Q1 2024
- Total value
- $12.5B
- +$619.0M (+5.2%) vs. Q1 2024
- New holders
- 94
- 158 more added
- Sold out
- 43
- 175 more reduced
7 institutions that held it in Q1 2024 haven't filed for Q2 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2024: 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, Q2 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $204 | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 7 | $286 | 0.00% | +7 | New |
| Optiver Holding B.V. | 7 | $286 | 0.00% | +7 | New |
| RFP Financial Group LLC | 10 | $409 | 0.00% | −390−97.5% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $491 | 0.00% | +12 | New |
| Glen Eagle Advisors, LLC | 20 | $803 | 0.00% | 00.0% | Unchanged |
| Twin Tree Management, LP | 20 | $817 | 0.00% | +20 | New |
| Hexagon Capital Partners LLC | 30 | $1.23K | 0.00% | −1−3.2% | Reduced |
| Family Firm, Inc. | 32 | $1.31K | 0.00% | +32 | New |
| Opal Wealth Advisors, LLC | 32 | $1.31K | 0.00% | +32 | New |
| Global Financial Private Client, LLC | 33 | $1.35K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.51K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $1.63K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.72K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 44 | $1.80K | 0.00% | −1,678−97.4% | Reduced |
| Valued Wealth Advisors LLC | 45 | $1.84K | 0.00% | −5−10.0% | Reduced |
| First Horizon Advisors, Inc. | 46 | $1.88K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $2.17K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 60 | $2.28K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 64 | $2.61K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 65 | $2.66K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 65 | $2.66K | 0.00% | +9+16.1% | Added |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.02K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $3.02K | 0.00% | +2+2.8% | Added |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.68K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 93 | $3.80K | 0.00% | +93 | New |
| Private Ocean, LLC | 94 | $3.84K | 0.00% | +94 | New |
| SJS Investment Consulting Inc. | 99 | $4.05K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| Valley National Advisers Inc | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 144 | $5.88K | 0.00% | +144 | New |
| Bruce G. Allen Investments, LLC | 154 | $6.29K | 0.01% | −45−22.6% | Reduced |
| Fortitude Family Office, LLC | 154 | $6.29K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 207 | $8.46K | 0.00% | +207 | New |
| Bell Investment Advisors, Inc | 210 | $8.58K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 210 | $8.58K | 0.01% | +210 | New |
| Mather Group, LLC. | 233 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 223 | $9.11K | 0.01% | 00.0% | Unchanged |
| SYSTM Wealth Solutions LLC | 226 | $9.23K | 0.00% | +226 | New |
| Frazier Financial Advisors, LLC | 227 | $9.28K | 0.01% | +71+45.5% | Added |
| Harbor Investment Advisory, LLC | 235 | $9.60K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 247 | $10.1K | 0.00% | −17−6.4% | Reduced |
| JFS Wealth Advisors, LLC | 249 | $10.2K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 384 | $10.4K | 0.00% | +384 | New |
| Whittier Trust Co of Nevada Inc | 275 | $11.2K | 0.00% | +275 | New |
| Huntington National Bank | 289 | $11.8K | 0.00% | +24+9.1% | Added |
| Harbour Investments, Inc. | 367 | $15.0K | 0.00% | +208+130.8% | Added |
| Massmutual Trust Co FSB | 370 | $15.1K | 0.00% | +118+46.8% | Added |
| Covestor Ltd | 400 | $16.0K | 0.01% | +1+0.3% | Added |
| McIlrath & Eck, LLC | 421 | $17.2K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 423 | $17.3K | 0.01% | −238−36.0% | Reduced |
| Private Trust Co NA | 435 | $17.8K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 439 | $17.9K | 0.00% | +419+2,095.0% | Added |
| Brown Brothers Harriman & Co | 518 | $21.2K | 0.00% | +150+40.8% | Added |
| Principal Securities, Inc. | 542 | $22.1K | 0.00% | +125+30.0% | Added |
| ClariVest Asset Management LLC | 553 | $22.6K | 0.00% | +21+3.9% | Added |
| Innealta Capital, LLC | 575 | $23.5K | 0.01% | +575 | New |
| Smartleaf Asset Management LLC | 584 | $23.7K | 0.00% | +334+133.6% | Added |
| Assetmark, Inc | 600 | $24.5K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 613 | $25.1K | 0.00% | −32−5.0% | Reduced |
| IFP Advisors, Inc | 615 | $25.1K | 0.00% | −4,177−87.2% | Reduced |
| Cape Investment Advisory, Inc. | 700 | $28.6K | 0.01% | −408−36.8% | Reduced |
| Mizuho Bank, Ltd. | 700 | $28.6K | 0.01% | +700 | New |
| Continuum Advisory, LLC | 710 | $29.0K | 0.00% | +5+0.7% | Added |
| Gladius Capital Management LP | 783 | $32.0K | 0.03% | −251−24.3% | Reduced |
| Umb Bank N A | 832 | $34.0K | 0.00% | +52+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 873 | $35.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 876 | $35.8K | 0.00% | −55−5.9% | Reduced |
| Lindbrook Capital, LLC | 1,004 | $41.0K | 0.00% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,112 | $45.4K | 0.01% | +1,000+892.9% | Added |
| Global Retirement Partners, LLC | 1,327 | $54.2K | 0.00% | +461+53.2% | Added |
| SRS Capital Advisors, Inc. | 1,458 | $59.6K | 0.01% | +1,458 | New |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $60.5K | 0.02% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,532 | $62.6K | 0.01% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,649 | $67.4K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 1,655 | $67.6K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,665 | $68.0K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,714 | $70.0K | 0.04% | +10+0.6% | Added |
| Gen-Wealth Partners Inc | 2,100 | $85.8K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 2,366 | $96.7K | 0.04% | +2,039+623.5% | Added |
| Ronald Blue Trust, Inc. | 2,590 | $98.4K | 0.00% | +1,768+215.1% | Added |
| Jones Financial Companies LLLP | 2,432 | $99.4K | 0.00% | +761+45.5% | Added |
| Van Eck Associates Corp | 2,673 | $109.0K | 0.00% | +2,673 | New |
| Advisors Asset Management, Inc. | 2,705 | $110.5K | 0.00% | +73+2.8% | Added |
| Farther Finance Advisors, LLC | 2,763 | $112.8K | 0.01% | +1,809+189.6% | Added |
| EverSource Wealth Advisors, LLC | 2,615 | $114.0K | 0.01% | +10+0.4% | Added |
| Quent Capital, LLC | 2,914 | $119.1K | 0.01% | +4+0.1% | Added |
| Cornerstone Planning Group LLC | 3,329 | $123.3K | 0.04% | −280−7.8% | Reduced |
| Lazard Asset Management LLC | 3,137 | $127.0K | 0.00% | −1,136,143−99.7% | Reduced |
| Ostrum Asset Management | 3,821 | $156.1K | 0.01% | −298−7.2% | Reduced |
| Northwest & Ethical Investments L.P. | 3,900 | $159.4K | 0.00% | +3,900 | New |
| Cubist Systematic Strategies, LLC | 3,954 | $161.6K | 0.00% | +3,954 | New |
| V-Square Quantitative Management LLC | 3,990 | $163.0K | 0.03% | −11−0.3% | Reduced |
| Colonial Trust Co | 4,000 | $163.4K | 0.03% | 00.0% | Unchanged |
| CWM, LLC | 4,175 | $171.0K | 0.00% | +1,246+42.5% | Added |