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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 4,506 | $182.5K | 0.00% | +1,577+53.8% | Added |
| Catalyst Funds Management Pty Ltd | 4,600 | $188.0K | 0.05% | +3,400+283.3% | Added |
| Fifth Third Bancorp | 4,615 | $188.6K | 0.00% | +479+11.6% | Added |
| Advus Financial Partners, LLC | 4,956 | $202.5K | 0.06% | +4,956 | New |
| Sit Investment Associates Inc | 5,100 | $208.0K | 0.00% | −1,210−19.2% | Reduced |
| Advisor Group Holdings, Inc. | 5,105 | $208.6K | 0.00% | +1,530+42.8% | Added |
| Blair William & Co | 5,170 | $211.2K | 0.00% | +5,170 | New |
| Vestcor Inc | 5,182 | $212.0K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 5,196 | $212.3K | 0.00% | +5,196 | New |
| iA Global Asset Management Inc. | 5,213 | $213.0K | 0.00% | −919−15.0% | Reduced |
| D. E. Shaw & Co., Inc. | 5,400 | $220.6K | 0.00% | −155,232−96.6% | Reduced |
| Nomura Holdings Inc | 5,461 | $223.1K | 0.00% | −113,184−95.4% | Reduced |
| Entropy Technologies, LP | 5,534 | $226.1K | 0.02% | +5,534 | New |
| Signaturefd, LLC | 5,594 | $228.6K | 0.00% | −338−5.7% | Reduced |
| Caxton Associates LP | 5,628 | $230.0K | 0.01% | +5,628 | New |
| Seeds Investor LLC | 5,755 | $235.2K | 0.12% | +5,755 | New |
| Avidian Wealth Solutions, LLC | 5,929 | $242.3K | 0.01% | +5,929 | New |
| Group One Trading, L.P. | 5,979 | $244.3K | 0.01% | +5,979 | New |
| Boston Private Wealth LLC | 6,078 | $248.3K | 0.01% | −1,633−21.2% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,336 | $258.9K | 0.00% | +224+3.7% | Added |
| Ascent Group, LLC | 6,382 | $260.8K | 0.02% | −258−3.9% | Reduced |
| Mutual Advisors, LLC | 6,086 | $261.1K | 0.01% | +511+9.2% | Added |
| Ossiam | 6,447 | $263.4K | 0.00% | +213+3.4% | Added |
| Allspring Global Investments Holdings, LLC | 6,520 | $266.4K | 0.00% | +1,737+36.3% | Added |
| RSM US Wealth Management LLC | 6,567 | $268.0K | 0.00% | +6,567 | New |
| Atomi Financial Group, Inc. | 6,563 | $268.2K | 0.02% | +6,563 | New |
| Pacific Global Investment Management CO | 6,619 | $270.5K | 0.05% | −556−7.7% | Reduced |
| GAMMA Investing LLC | 6,657 | $272.0K | 0.04% | +4,718+243.3% | Added |
| Kathmere Capital Management, LLC | 6,685 | $273.1K | 0.03% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,750 | $275.8K | 0.12% | +6,750 | New |
| Harvest Fund Management Co., Ltd | 6,894 | $281.0K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,943 | $284.0K | 0.00% | −9,847−58.6% | Reduced |
| Brinker Capital Investments, LLC | 7,018 | $286.8K | 0.00% | +7,018 | New |
| Orion Portfolio Solutions, LLC | 7,018 | $286.8K | 0.00% | +7,018 | New |
| Oversea-Chinese Banking CORP Ltd | 7,246 | $296.1K | 0.01% | +7,246 | New |
| Simplicity Wealth,LLC | 7,399 | $302.3K | 0.01% | −184−2.4% | Reduced |
| Bleakley Financial Group, LLC | 7,399 | $302.3K | 0.01% | −184−2.4% | Reduced |
| We Are One Seven, LLC | 7,496 | $306.3K | 0.01% | +77+1.0% | Added |
| Rafferty Asset Management, LLC | 7,535 | $307.9K | 0.00% | +7,535 | New |
| Symmetry Investments LP | 7,564 | $309.1K | 0.04% | +7,564 | New |
| Quinn Opportunity Partners LLC | 7,776 | $317.7K | 0.04% | −22,637−74.4% | Reduced |
| Qsemble Capital Management, LP | 7,827 | $319.8K | 0.06% | +7,827 | New |
| Diversified Trust Co | 8,034 | $328.3K | 0.01% | +8,034 | New |
| Chiron Investment Management, LLC | 8,136 | $332.4K | 0.13% | +3,982+95.9% | Added |
| Romano Brothers and Company | 8,175 | $334.0K | 0.05% | 00.0% | Unchanged |
| MAI Capital Management | 8,208 | $335.4K | 0.00% | +107+1.3% | Added |
| US Bancorp | 8,271 | $338.0K | 0.00% | −1,797−17.8% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,350 | $341.2K | 0.23% | −1,110−11.7% | Reduced |
| Pitcairn Co | 8,758 | $357.9K | 0.02% | +752+9.4% | Added |
| Truist Financial Corp | 8,929 | $364.8K | 0.00% | +2,180+32.3% | Added |
| Cambria Investment Management, L.P. | 9,257 | $378.2K | 0.02% | +9,257 | New |
| Integrated Wealth Concepts LLC | 9,527 | $389.3K | 0.01% | +8+0.1% | Added |
| Fiduciary Financial Group, LLC | 9,032 | $390.1K | 0.09% | +9,032 | New |
| Fifth Third Wealth Advisors LLC | 9,561 | $390.7K | 0.03% | +9,561 | New |
| Sanctuary Advisors, LLC | 10,861 | $400.7K | 0.00% | +10,861 | New |
| Gotham Asset Management, LLC | 9,858 | $402.8K | 0.01% | −1,207−10.9% | Reduced |
| Boothbay Fund Management, LLC | 9,976 | $407.6K | 0.01% | +9,976 | New |
| Ellevest, Inc. | 10,011 | $409.0K | 0.02% | −680−6.4% | Reduced |
| Quadrature Capital Ltd | 10,120 | $413.3K | 0.01% | −22,452−68.9% | Reduced |
| Pearl River Capital, LLC | 10,211 | $417.2K | 0.07% | +10,211 | New |
| Atlas Capital Advisors LLC | 10,220 | $417.6K | 0.05% | +10,220 | New |
| Cresset Asset Management, LLC | 10,453 | $427.1K | 0.00% | +1,001+10.6% | Added |
| Tributary Capital Management, LLC | 10,500 | $429.0K | 0.04% | 00.0% | Unchanged |
| CSS LLC | 10,895 | $445.2K | 0.03% | −3,500−24.3% | Reduced |
| Epoch Investment Partners, Inc. | 10,909 | $445.7K | 0.00% | +10,909 | New |
| CIBC Asset Management Inc | 11,181 | $456.9K | 0.00% | −285−2.5% | Reduced |
| Profund Advisors LLC | 11,374 | $464.7K | 0.02% | −3,875−25.4% | Reduced |
| Prudential PLC | 11,391 | $465.4K | 0.00% | +11,391 | New |
| Rothschild Investment LLC | 11,425 | $466.8K | 0.03% | 00.0% | Unchanged |
| Dynamic Technology Lab Private Ltd | 11,424 | $467.0K | 0.05% | +11,424 | New |
| NBC Securities, Inc. | 11,862 | $484.0K | 0.04% | +1,742+17.2% | Added |
| AXS Investments LLC | 12,000 | $490.3K | 0.14% | −20,000−62.5% | Reduced |
| Veriti Management LLC | 12,185 | $497.9K | 0.03% | +3,024+33.0% | Added |
| Point72 Asia (Singapore) Pte. Ltd. | 12,199 | $498.4K | 0.10% | +12,199 | New |
| Shelton Capital Management | 12,218 | $499.2K | 0.01% | −1,505−11.0% | Reduced |
| Pinnacle Associates Ltd | 12,247 | $500.4K | 0.01% | +27+0.2% | Added |
| Oak Thistle LLC | 12,259 | $500.9K | 0.37% | +12,259 | New |
| Meiji Yasuda Asset Management Co Ltd. | 12,352 | $504.7K | 0.02% | −936−7.0% | Reduced |
| Advisory Services Network, LLC | 12,386 | $506.1K | 0.01% | +926+8.1% | Added |
| Pathstone Holdings, LLC | 12,509 | $511.1K | 0.00% | +2,963+31.0% | Added |
| Equitable Holdings, Inc. | 12,767 | $521.7K | 0.01% | +32+0.3% | Added |
| Inceptionr LLC | 13,014 | $531.8K | 0.15% | +13,014 | New |
| Creative Planning | 13,065 | $533.8K | 0.00% | +198+1.5% | Added |
| Tokio Marine Asset Management Co Ltd | 13,097 | $535.1K | 0.03% | 00.0% | Unchanged |
| Quest Partners LLC | 13,374 | $546.5K | 0.07% | −9,936−42.6% | Reduced |
| Verition Fund Management LLC | 13,712 | $560.3K | 0.00% | −30,621−69.1% | Reduced |
| Tower Research Capital LLC (TRC) | 13,747 | $561.7K | 0.01% | +3,109+29.2% | Added |
| Nisa Investment Advisors, LLC | 13,755 | $562.0K | 0.00% | +95+0.7% | Added |
| Prelude Capital Management, LLC | 13,781 | $563.1K | 0.05% | −2,963−17.7% | Reduced |
| Jefferies Financial Group Inc. | 14,000 | $572.0K | 0.01% | −43,000−75.4% | Reduced |
| Algert Global LLC | 14,188 | $579.7K | 0.02% | +3,540+33.2% | Added |
| The PNC Financial Services Group, Inc. | 14,264 | $582.8K | 0.00% | +911+6.8% | Added |
| Qtron Investments LLC | 14,357 | $586.6K | 0.08% | +14,357 | New |
| ProShare Advisors LLC | 14,418 | $589.1K | 0.00% | −888−5.8% | Reduced |
| Raymond James Financial Services Advisors, Inc. | 14,473 | $591.4K | 0.00% | +3,342+30.0% | Added |
| Cerity Partners LLC | 14,620 | $597.4K | 0.00% | −2,424−14.2% | Reduced |
| Abn Amro Investment Solutions | 14,635 | $598.0K | 0.01% | +2,226+17.9% | Added |
| E. Ohman J:or Asset Management AB | 14,700 | $600.6K | 0.01% | 00.0% | Unchanged |
| Hennessy Advisors Inc | 15,000 | $612.9K | 0.02% | +15,000 | New |
| Metis Global Partners, LLC | 15,887 | $649.1K | 0.02% | −270−1.7% | Reduced |