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, Q3 2024
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 504
- +16 vs. Q2 2024
- Shares held
- 298.8M
- +18.6M (+6.6%) vs. Q2 2024
- Total value
- $12.6B
- +$1.11B (+9.7%) vs. Q2 2024
- New holders
- 64
- 209 more added
- Sold out
- 48
- 154 more reduced
3 institutions that held it in Q2 2024 haven't filed for Q3 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Avion Wealth | 19 | $0 | 0.00% | 00.0% | Unchanged |
| Financial Management Professionals, Inc. | 5 | $0 | 0.00% | +5 | New |
| Heritage Wealth Advisors | 2 | $84 | 0.00% | +2 | New |
| TFC Financial Management | 2 | $85 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 2 | $85 | 0.00% | +2 | New |
| Mendota Financial Group, LLC | 2 | $85 | 0.00% | +2 | New |
| Private Wealth Management Group, LLC | 3 | $127 | 0.00% | +3 | New |
| Raleigh Capital Management Inc. | 5 | $210 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $252 | 0.00% | +6 | New |
| Riggs Asset Managment Co. Inc. | 12 | $505 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 18 | $757 | 0.00% | +18 | New |
| Glen Eagle Advisors, LLC | 20 | $826 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 21 | $883 | 0.00% | +21 | New |
| Claris Advisors, LLC | 23 | $967 | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.56K | 0.00% | 00.0% | Unchanged |
| Investors Research Corp | 42 | $1.76K | 0.00% | 00.0% | Unchanged |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.81K | 0.00% | −1,437−97.1% | Reduced |
| Valued Wealth Advisors LLC | 43 | $1.81K | 0.00% | −2−4.4% | Reduced |
| First Horizon Advisors, Inc. | 46 | $1.93K | 0.00% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 36 | $2.00K | 0.00% | −6,858−99.5% | Reduced |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 48 | $2.02K | 0.00% | +41+585.7% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.10K | 0.00% | +50 | New |
| Allworth Financial LP | 55 | $2.31K | 0.00% | +16+41.0% | Added |
| Westend Capital Management, LLC | 64 | $2.69K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 65 | $2.70K | 0.00% | 00.0% | Unchanged |
| Jaffetilchin Investment Partners, LLC | 65 | $2.75K | 0.00% | +65 | New |
| DiNuzzo Private Wealth, Inc. | 66 | $2.77K | 0.00% | +1+1.5% | Added |
| Sachetta, LLC | 70 | $2.94K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $3.07K | 0.00% | +29+65.9% | Added |
| Parkside Financial Bank & Trust | 74 | $3.11K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.78K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 93 | $3.91K | 0.00% | 00.0% | Unchanged |
| Abich Financial Wealth Management LLC | 95 | $3.99K | 0.01% | +95 | New |
| SJS Investment Consulting Inc. | 98 | $4.12K | 0.00% | −1−1.0% | Reduced |
| Farmers & Merchants Investments Inc | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 116 | $4.88K | 0.00% | +109+1,557.1% | Added |
| Hemington Wealth Management | 114 | $5.00K | 0.00% | +114 | New |
| Trust Co of Vermont | 136 | $5.72K | 0.00% | +136 | New |
| IAG Wealth Partners, LLC | 144 | $6.05K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $6.47K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 154 | $6.47K | 0.01% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 169 | $7.10K | 0.00% | −41−19.5% | Reduced |
| Versant Capital Management, Inc | 180 | $7.57K | 0.00% | +127+239.6% | Added |
| Venturi Wealth Management, LLC | 185 | $7.78K | 0.00% | −62−25.1% | Reduced |
| Beacon Capital Management, LLC | 202 | $8.49K | 0.00% | +202 | New |
| Capital Performance Advisors LLP | 215 | $9.04K | 0.00% | +215 | New |
| Meeder Asset Management Inc | 216 | $9.08K | 0.00% | +9+4.3% | Added |
| WealthCollab, LLC | 223 | $9.37K | 0.01% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $9.88K | 0.00% | 00.0% | Unchanged |
| Deseret Mutual Benefit Administrators | 241 | $10.1K | 0.01% | −182−43.0% | Reduced |
| Mather Group, LLC. | 249 | $10.5K | 0.00% | +16+6.9% | Added |
| JFS Wealth Advisors, LLC | 256 | $10.8K | 0.00% | +7+2.8% | Added |
| Huntington National Bank | 305 | $12.8K | 0.00% | +16+5.5% | Added |
| Bessemer Group Inc | 321 | $14.0K | 0.00% | +118+58.1% | Added |
| Hillsdale Investment Management Inc. | 350 | $14.7K | 0.00% | +350 | New |
| Whittier Trust Co of Nevada Inc | 411 | $17.3K | 0.00% | +136+49.5% | Added |
| Massmutual Trust Co FSB | 424 | $17.8K | 0.00% | +54+14.6% | Added |
| Private Trust Co NA | 435 | $18.3K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 439 | $18.4K | 0.00% | 00.0% | Unchanged |
| Geneos Wealth Management Inc. | 494 | $20.8K | 0.00% | +494 | New |
| Harbour Investments, Inc. | 521 | $21.9K | 0.00% | +154+42.0% | Added |
| ClariVest Asset Management LLC | 553 | $22.6K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 545 | $22.9K | 0.00% | +124+29.5% | Added |
| Brown Brothers Harriman & Co | 584 | $24.5K | 0.00% | +66+12.7% | Added |
| Assetmark, Inc | 600 | $25.2K | 0.00% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 627 | $26.4K | 0.00% | +14+2.3% | Added |
| Covestor Ltd | 646 | $27.0K | 0.02% | +246+61.5% | Added |
| Continuum Advisory, LLC | 605 | $28.8K | 0.00% | −105−14.8% | Reduced |
| Mizuho Bank, Ltd. | 700 | $29.4K | 0.01% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 704 | $29.6K | 0.01% | +4+0.6% | Added |
| IFP Advisors, Inc | 719 | $30.2K | 0.00% | +104+16.9% | Added |
| Kayne Anderson Rudnick Investment Management LLC | 863 | $36.3K | 0.00% | +863 | New |
| Steward Partners Investment Advisory, LLC | 873 | $36.7K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 962 | $40.4K | 0.00% | +86+9.8% | Added |
| Principal Securities, Inc. | 988 | $41.5K | 0.00% | +446+82.3% | Added |
| Lindbrook Capital, LLC | 1,004 | $42.2K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,153 | $48.5K | 0.02% | +1,153 | New |
| Smartleaf Asset Management LLC | 1,298 | $54.5K | 0.01% | +714+122.3% | Added |
| Farther Finance Advisors, LLC | 1,347 | $56.6K | 0.00% | −1,416−51.2% | Reduced |
| LRI Investments, LLC | 1,209 | $57.6K | 0.01% | +97+8.7% | Added |
| SRS Capital Advisors, Inc. | 1,458 | $61.3K | 0.01% | 00.0% | Unchanged |
| Global Retirement Partners, LLC | 1,479 | $62.2K | 0.00% | +152+11.5% | Added |
| Umb Bank N A | 1,550 | $65.1K | 0.00% | +718+86.3% | Added |
| AdvisorNet Financial, Inc | 1,573 | $66.1K | 0.00% | +41+2.7% | Added |
| Zions Bancorporation, N.A. | 1,649 | $69.3K | 0.01% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,665 | $70.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,725 | $72.5K | 0.03% | +11+0.6% | Added |
| Aster Capital Management (DIFC) Ltd | 2,034 | $85.5K | 0.02% | +2,034 | New |
| Cubist Systematic Strategies, LLC | 2,174 | $91.4K | 0.00% | −1,780−45.0% | Reduced |
| Gen-Wealth Partners Inc | 2,100 | $97.0K | 0.04% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 2,502 | $105.0K | 0.00% | +70+2.9% | Added |
| EverSource Wealth Advisors, LLC | 2,622 | $110.2K | 0.01% | +7+0.3% | Added |
| Advisors Asset Management, Inc. | 2,642 | $111.0K | 0.00% | −63−2.3% | Reduced |
| Quent Capital, LLC | 2,676 | $112.5K | 0.01% | −238−8.2% | Reduced |
| Sit Investment Associates Inc | 2,760 | $116.0K | 0.00% | −2,340−45.9% | Reduced |
| Skopos Labs, Inc. | 2,953 | $124.1K | 0.04% | +2,953 | New |