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 |
|---|---|---|---|---|---|
| Farther Finance Advisors, LLC | 2,763 | $112.8K | 0.01% | +1,809+189.6% | Added |
| Advisors Asset Management, Inc. | 2,705 | $110.5K | 0.00% | +73+2.8% | Added |
| Van Eck Associates Corp | 2,673 | $109.0K | 0.00% | +2,673 | New |
| Jones Financial Companies LLLP | 2,432 | $99.4K | 0.00% | +761+45.5% | Added |
| Ronald Blue Trust, Inc. | 2,590 | $98.4K | 0.00% | +1,768+215.1% | Added |
| Quarry LP | 2,366 | $96.7K | 0.04% | +2,039+623.5% | Added |
| Gen-Wealth Partners Inc | 2,100 | $85.8K | 0.04% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,714 | $70.0K | 0.04% | +10+0.6% | Added |
| Quadrant Capital Group LLC | 1,665 | $68.0K | 0.01% | 00.0% | Unchanged |
| National Pension Service | 1,655 | $67.6K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,649 | $67.4K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,532 | $62.6K | 0.01% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $60.5K | 0.02% | 00.0% | Unchanged |
| SRS Capital Advisors, Inc. | 1,458 | $59.6K | 0.01% | +1,458 | New |
| Global Retirement Partners, LLC | 1,327 | $54.2K | 0.00% | +461+53.2% | Added |
| LRI Investments, LLC | 1,112 | $45.4K | 0.01% | +1,000+892.9% | Added |
| Lindbrook Capital, LLC | 1,004 | $41.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 876 | $35.8K | 0.00% | −55−5.9% | Reduced |
| Steward Partners Investment Advisory, LLC | 873 | $35.7K | 0.00% | 00.0% | Unchanged |
| Umb Bank N A | 832 | $34.0K | 0.00% | +52+6.7% | Added |
| Gladius Capital Management LP | 783 | $32.0K | 0.03% | −251−24.3% | Reduced |
| Continuum Advisory, LLC | 710 | $29.0K | 0.00% | +5+0.7% | Added |
| Mizuho Bank, Ltd. | 700 | $28.6K | 0.01% | +700 | New |
| Cape Investment Advisory, Inc. | 700 | $28.6K | 0.01% | −408−36.8% | Reduced |
| IFP Advisors, Inc | 615 | $25.1K | 0.00% | −4,177−87.2% | Reduced |
| Parallel Advisors, LLC | 613 | $25.1K | 0.00% | −32−5.0% | Reduced |
| Assetmark, Inc | 600 | $24.5K | 0.00% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 584 | $23.7K | 0.00% | +334+133.6% | Added |
| Innealta Capital, LLC | 575 | $23.5K | 0.01% | +575 | New |
| ClariVest Asset Management LLC | 553 | $22.6K | 0.00% | +21+3.9% | Added |
| Principal Securities, Inc. | 542 | $22.1K | 0.00% | +125+30.0% | Added |
| Brown Brothers Harriman & Co | 518 | $21.2K | 0.00% | +150+40.8% | Added |
| Whittier Trust Co | 439 | $17.9K | 0.00% | +419+2,095.0% | Added |
| Private Trust Co NA | 435 | $17.8K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 423 | $17.3K | 0.01% | −238−36.0% | Reduced |
| McIlrath & Eck, LLC | 421 | $17.2K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 400 | $16.0K | 0.01% | +1+0.3% | Added |
| Massmutual Trust Co FSB | 370 | $15.1K | 0.00% | +118+46.8% | Added |
| Harbour Investments, Inc. | 367 | $15.0K | 0.00% | +208+130.8% | Added |
| Huntington National Bank | 289 | $11.8K | 0.00% | +24+9.1% | Added |
| Whittier Trust Co of Nevada Inc | 275 | $11.2K | 0.00% | +275 | New |
| Spire Wealth Management | 384 | $10.4K | 0.00% | +384 | New |
| JFS Wealth Advisors, LLC | 249 | $10.2K | 0.00% | 00.0% | Unchanged |
| Venturi Wealth Management, LLC | 247 | $10.1K | 0.00% | −17−6.4% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $9.60K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 227 | $9.28K | 0.01% | +71+45.5% | Added |
| SYSTM Wealth Solutions LLC | 226 | $9.23K | 0.00% | +226 | New |
| WealthCollab, LLC | 223 | $9.11K | 0.01% | 00.0% | Unchanged |
| Bessemer Group Inc | 203 | $9.00K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 233 | $8.86K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 210 | $8.58K | 0.00% | 00.0% | Unchanged |
| Redwood Wealth Management Group, LLC | 210 | $8.58K | 0.01% | +210 | New |
| Meeder Asset Management Inc | 207 | $8.46K | 0.00% | +207 | 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 |
| IAG Wealth Partners, LLC | 144 | $5.88K | 0.00% | +144 | New |
| Valley National Advisers Inc | 135 | $5.00K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.09K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 99 | $4.05K | 0.00% | 00.0% | Unchanged |
| Private Ocean, LLC | 94 | $3.84K | 0.00% | +94 | New |
| South State Corp. | 93 | $3.80K | 0.00% | +93 | New |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.68K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $3.02K | 0.00% | +2+2.8% | Added |
| Sachetta, LLC | 70 | $3.02K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 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 |
| Westend Capital Management, LLC | 64 | $2.61K | 0.00% | 00.0% | Unchanged |
| Wetzel Investment Advisors, Inc. | 60 | $2.28K | 0.00% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 53 | $2.17K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $1.88K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 45 | $1.84K | 0.00% | −5−10.0% | Reduced |
| TD Private Client Wealth LLC | 44 | $1.80K | 0.00% | −1,678−97.4% | Reduced |
| Investors Research Corp | 42 | $1.72K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 39 | $1.63K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.51K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.35K | 0.00% | 00.0% | Unchanged |
| Family Firm, Inc. | 32 | $1.31K | 0.00% | +32 | New |
| Opal Wealth Advisors, LLC | 32 | $1.31K | 0.00% | +32 | New |
| Hexagon Capital Partners LLC | 30 | $1.23K | 0.00% | −1−3.2% | Reduced |
| Twin Tree Management, LP | 20 | $817 | 0.00% | +20 | New |
| Glen Eagle Advisors, LLC | 20 | $803 | 0.00% | 00.0% | Unchanged |
| Riggs Asset Managment Co. Inc. | 12 | $491 | 0.00% | +12 | New |
| RFP Financial Group LLC | 10 | $409 | 0.00% | −390−97.5% | Reduced |
| Larson Financial Group LLC | 7 | $286 | 0.00% | +7 | New |
| Optiver Holding B.V. | 7 | $286 | 0.00% | +7 | New |
| Raleigh Capital Management Inc. | 5 | $204 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $82 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Schroder Investment Management Group | 0 | $0 | 0.00% | −877,235−100.0% | Sold out |
| American International Group, Inc. | 0 | $0 | 0.00% | −418,380−100.0% | Sold out |
| Winton Group Ltd | 0 | $0 | 0.00% | −394,851−100.0% | Sold out |
| Texas Permanent School Fund | 0 | $0 | 0.00% | −274,610−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −225,271−100.0% | Sold out |
| Hohimer Wealth Management, LLC | 0 | $0 | 0.00% | −95,521−100.0% | Sold out |
| Renaissance Technologies LLC | 0 | $0 | 0.00% | −68,200−100.0% | Sold out |
| Lecap Asset Management Ltd | 0 | $0 | 0.00% | −64,301−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −63,440−100.0% | Sold out |
| Greenwich Investment Management, Inc. | 0 | $0 | 0.00% | −57,738−100.0% | Sold out |