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
- 490
- +50 vs. Q1 2024
- Shares held
- 306.6M
- −6.88M (−2.2%) vs. Q1 2024
- Total value
- $12.5B
- +$618.8M (+5.2%) vs. Q1 2024
- New holders
- 93
- 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 |
|---|---|---|---|---|---|
| Algert Global LLC | 14,188 | $579.7K | 0.02% | +3,540+33.2% | Added |
| Jefferies Financial Group Inc. | 14,000 | $572.0K | 0.01% | −43,000−75.4% | Reduced |
| Prelude Capital Management, LLC | 13,781 | $563.1K | 0.05% | −2,963−17.7% | Reduced |
| Nisa Investment Advisors, LLC | 13,755 | $562.0K | 0.00% | +95+0.7% | Added |
| Tower Research Capital LLC (TRC) | 13,747 | $561.7K | 0.01% | +3,109+29.2% | Added |
| Verition Fund Management LLC | 13,712 | $560.3K | 0.00% | −30,621−69.1% | Reduced |
| Quest Partners LLC | 13,374 | $546.5K | 0.07% | −9,936−42.6% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,097 | $535.1K | 0.03% | 00.0% | Unchanged |
| Creative Planning | 13,065 | $533.8K | 0.00% | +198+1.5% | Added |
| Inceptionr LLC | 13,014 | $531.8K | 0.15% | +13,014 | New |
| Equitable Holdings, Inc. | 12,767 | $521.7K | 0.01% | +32+0.3% | Added |
| Pathstone Holdings, LLC | 12,509 | $511.1K | 0.00% | +2,963+31.0% | Added |
| Advisory Services Network, LLC | 12,386 | $506.1K | 0.01% | +926+8.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,352 | $504.7K | 0.02% | −936−7.0% | Reduced |
| Oak Thistle LLC | 12,259 | $500.9K | 0.37% | +12,259 | New |
| Pinnacle Associates Ltd | 12,247 | $500.4K | 0.01% | +27+0.2% | Added |
| Shelton Capital Management | 12,218 | $499.2K | 0.01% | −1,505−11.0% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 12,199 | $498.4K | 0.10% | +12,199 | New |
| Veriti Management LLC | 12,185 | $497.9K | 0.03% | +3,024+33.0% | Added |
| AXS Investments LLC | 12,000 | $490.3K | 0.14% | −20,000−62.5% | Reduced |
| NBC Securities, Inc. | 11,862 | $484.0K | 0.04% | +1,742+17.2% | Added |
| Dynamic Technology Lab Private Ltd | 11,424 | $467.0K | 0.05% | +11,424 | New |
| Rothschild Investment LLC | 11,425 | $466.8K | 0.03% | 00.0% | Unchanged |
| Prudential PLC | 11,391 | $465.4K | 0.00% | +11,391 | New |
| Profund Advisors LLC | 11,374 | $464.7K | 0.02% | −3,875−25.4% | Reduced |
| CIBC Asset Management Inc | 11,181 | $456.9K | 0.00% | −285−2.5% | Reduced |
| Epoch Investment Partners, Inc. | 10,909 | $445.7K | 0.00% | +10,909 | New |
| CSS LLC | 10,895 | $445.2K | 0.03% | −3,500−24.3% | Reduced |
| Tributary Capital Management, LLC | 10,500 | $429.0K | 0.04% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,453 | $427.1K | 0.00% | +1,001+10.6% | Added |
| Atlas Capital Advisors LLC | 10,220 | $417.6K | 0.05% | +10,220 | New |
| Pearl River Capital, LLC | 10,211 | $417.2K | 0.07% | +10,211 | New |
| Quadrature Capital Ltd | 10,120 | $413.3K | 0.01% | −22,452−68.9% | Reduced |
| Ellevest, Inc. | 10,011 | $409.0K | 0.02% | −680−6.4% | Reduced |
| Boothbay Fund Management, LLC | 9,976 | $407.6K | 0.01% | +9,976 | New |
| Gotham Asset Management, LLC | 9,858 | $402.8K | 0.01% | −1,207−10.9% | Reduced |
| Sanctuary Advisors, LLC | 10,861 | $400.7K | 0.00% | +10,861 | New |
| Fifth Third Wealth Advisors LLC | 9,561 | $390.7K | 0.03% | +9,561 | New |
| Fiduciary Financial Group, LLC | 9,032 | $390.1K | 0.09% | +9,032 | New |
| Integrated Wealth Concepts LLC | 9,527 | $389.3K | 0.01% | +8+0.1% | Added |
| Cambria Investment Management, L.P. | 9,257 | $378.2K | 0.02% | +9,257 | New |
| Truist Financial Corp | 8,929 | $364.8K | 0.00% | +2,180+32.3% | Added |
| Pitcairn Co | 8,758 | $357.9K | 0.02% | +752+9.4% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,350 | $341.2K | 0.23% | −1,110−11.7% | Reduced |
| US Bancorp | 8,271 | $338.0K | 0.00% | −1,797−17.8% | Reduced |
| MAI Capital Management | 8,208 | $335.4K | 0.00% | +107+1.3% | Added |
| Romano Brothers and Company | 8,175 | $334.0K | 0.05% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 8,136 | $332.4K | 0.13% | +3,982+95.9% | Added |
| Diversified Trust Co | 8,034 | $328.3K | 0.01% | +8,034 | New |
| Qsemble Capital Management, LP | 7,827 | $319.8K | 0.06% | +7,827 | New |
| Quinn Opportunity Partners LLC | 7,776 | $317.7K | 0.04% | −22,637−74.4% | Reduced |
| Symmetry Investments LP | 7,564 | $309.1K | 0.04% | +7,564 | New |
| Rafferty Asset Management, LLC | 7,535 | $307.9K | 0.00% | +7,535 | New |
| We Are One Seven, LLC | 7,496 | $306.3K | 0.01% | +77+1.0% | Added |
| 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 |
| Oversea-Chinese Banking CORP Ltd | 7,246 | $296.1K | 0.01% | +7,246 | New |
| 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 |
| CIBC World Markets Inc. | 6,943 | $284.0K | 0.00% | −9,847−58.6% | Reduced |
| Harvest Fund Management Co., Ltd | 6,894 | $281.0K | 0.02% | 00.0% | Unchanged |
| Machina Capital S.A.S. | 6,750 | $275.8K | 0.12% | +6,750 | New |
| Kathmere Capital Management, LLC | 6,685 | $273.1K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 6,657 | $272.0K | 0.04% | +4,718+243.3% | Added |
| Pacific Global Investment Management CO | 6,619 | $270.5K | 0.05% | −556−7.7% | Reduced |
| Atomi Financial Group, Inc. | 6,563 | $268.2K | 0.02% | +6,563 | New |
| RSM US Wealth Management LLC | 6,567 | $268.0K | 0.00% | +6,567 | New |
| Allspring Global Investments Holdings, LLC | 6,520 | $266.4K | 0.00% | +1,737+36.3% | Added |
| Ossiam | 6,447 | $263.4K | 0.00% | +213+3.4% | Added |
| Mutual Advisors, LLC | 6,086 | $261.1K | 0.01% | +511+9.2% | Added |
| Ascent Group, LLC | 6,382 | $260.8K | 0.02% | −258−3.9% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 6,336 | $258.9K | 0.00% | +224+3.7% | Added |
| Boston Private Wealth LLC | 6,078 | $248.3K | 0.01% | −1,633−21.2% | Reduced |
| Group One Trading, L.P. | 5,979 | $244.3K | 0.01% | +5,979 | New |
| Avidian Wealth Solutions, LLC | 5,929 | $242.3K | 0.01% | +5,929 | New |
| Seeds Investor LLC | 5,755 | $235.2K | 0.12% | +5,755 | New |
| Caxton Associates LP | 5,628 | $230.0K | 0.01% | +5,628 | New |
| Signaturefd, LLC | 5,594 | $228.6K | 0.00% | −338−5.7% | Reduced |
| Entropy Technologies, LP | 5,534 | $226.1K | 0.02% | +5,534 | New |
| Nomura Holdings Inc | 5,461 | $223.1K | 0.00% | −113,184−95.4% | Reduced |
| D. E. Shaw & Co., Inc. | 5,400 | $220.6K | 0.00% | −155,232−96.6% | Reduced |
| iA Global Asset Management Inc. | 5,213 | $213.0K | 0.00% | −919−15.0% | Reduced |
| Vontobel Holding Ltd. | 5,196 | $212.3K | 0.00% | +5,196 | New |
| Vestcor Inc | 5,182 | $212.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 5,170 | $211.2K | 0.00% | +5,170 | New |
| Advisor Group Holdings, Inc. | 5,105 | $208.6K | 0.00% | +1,530+42.8% | Added |
| Sit Investment Associates Inc | 5,100 | $208.0K | 0.00% | −1,210−19.2% | Reduced |
| Fifth Third Bancorp | 4,615 | $188.6K | 0.00% | +479+11.6% | Added |
| Catalyst Funds Management Pty Ltd | 4,600 | $188.0K | 0.05% | +3,400+283.3% | Added |
| Rakuten Investment Management, Inc. | 4,506 | $182.5K | 0.00% | +1,577+53.8% | Added |
| CWM, LLC | 4,175 | $171.0K | 0.00% | +1,246+42.5% | Added |
| Colonial Trust Co | 4,000 | $163.4K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 3,990 | $163.0K | 0.03% | −11−0.3% | Reduced |
| Cubist Systematic Strategies, LLC | 3,954 | $161.6K | 0.00% | +3,954 | New |
| Northwest & Ethical Investments L.P. | 3,900 | $159.4K | 0.00% | +3,900 | New |
| Ostrum Asset Management | 3,821 | $156.1K | 0.01% | −298−7.2% | Reduced |
| Lazard Asset Management LLC | 3,137 | $127.0K | 0.00% | −1,136,143−99.7% | Reduced |
| Cornerstone Planning Group LLC | 3,329 | $123.3K | 0.04% | −280−7.8% | Reduced |
| Quent Capital, LLC | 2,914 | $119.1K | 0.01% | +4+0.1% | Added |
| EverSource Wealth Advisors, LLC | 2,615 | $114.0K | 0.01% | +10+0.4% | Added |