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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,834 | $129.0K | 0.00% | +161+6.0% | Added |
| Lazard Asset Management LLC | 3,114 | $130.0K | 0.00% | −23−0.7% | Reduced |
| Advisor Group Holdings, Inc. | 3,164 | $133.0K | 0.00% | −1,941−38.0% | Reduced |
| Cornerstone Planning Group LLC | 3,293 | $150.9K | 0.04% | −36−1.1% | Reduced |
| Ostrum Asset Management | 3,868 | $162.6K | 0.01% | +47+1.2% | Added |
| Colonial Trust Co | 4,000 | $168.1K | 0.03% | 00.0% | Unchanged |
| V-Square Quantitative Management LLC | 4,005 | $168.3K | 0.02% | +15+0.4% | Added |
| Atlas Capital Advisors LLC | 4,323 | $181.7K | 0.03% | −5,897−57.7% | Reduced |
| PEAK6 Investments LLC | 4,400 | $184.9K | 0.01% | +4,400 | New |
| Fifth Third Bancorp | 4,838 | $203.3K | 0.00% | +223+4.8% | Added |
| Phillips Wealth Planners LLC | 4,660 | $207.7K | 0.20% | +4,660 | New |
| Advus Financial Partners, LLC | 4,956 | $208.3K | 0.06% | 00.0% | Unchanged |
| Coldstream Capital Management Inc | 5,058 | $215.3K | 0.00% | +5,058 | New |
| Blair William & Co | 5,171 | $217.3K | 0.00% | +10.0% | Added |
| Vestcor Inc | 5,182 | $218.0K | 0.01% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,575 | $234.0K | 0.00% | −127,396−95.8% | Reduced |
| Signaturefd, LLC | 5,594 | $235.1K | 0.00% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 5,772 | $243.0K | 0.02% | +5,772 | New |
| Sherbrooke Park Advisers LLC | 5,941 | $249.7K | 0.06% | +5,941 | New |
| Rakuten Investment Management, Inc. | 5,950 | $249.8K | 0.00% | +1,444+32.0% | Added |
| Sterling Capital Management LLC | 5,964 | $250.7K | 0.00% | +5,964 | New |
| CWM, LLC | 5,998 | $252.0K | 0.00% | +1,823+43.7% | Added |
| Avidian Wealth Solutions, LLC | 6,059 | $254.7K | 0.01% | +130+2.2% | Added |
| Hyperion Capital Advisors LP | 6,061 | $254.7K | 0.12% | −200,000−97.1% | Reduced |
| CIBC World Markets Inc. | 6,144 | $258.0K | 0.00% | −799−11.5% | Reduced |
| Pacific Global Investment Management CO | 6,250 | $262.7K | 0.05% | −369−5.6% | Reduced |
| Atomi Financial Group, Inc. | 6,368 | $267.6K | 0.02% | −195−3.0% | Reduced |
| Ascent Group, LLC | 6,382 | $268.2K | 0.02% | 00.0% | Unchanged |
| Savant Capital, LLC | 6,448 | $271.0K | 0.00% | +6,448 | New |
| Mutual Advisors, LLC | 6,066 | $277.5K | 0.01% | −20−0.3% | Reduced |
| Raymond James Trust N.A. | 6,677 | $280.6K | 0.01% | +6,677 | New |
| Kathmere Capital Management, LLC | 6,685 | $281.0K | 0.03% | 00.0% | Unchanged |
| Impact Partnership Wealth, LLC | 6,812 | $286.3K | 0.06% | +6,812 | New |
| Allspring Global Investments Holdings, LLC | 6,852 | $288.0K | 0.00% | +332+5.1% | Added |
| Pitcairn Co | 6,964 | $292.7K | 0.02% | −1,794−20.5% | Reduced |
| Aigen Investment Management, LP | 7,008 | $294.5K | 0.06% | −11,422−62.0% | Reduced |
| Seeds Investor LLC | 7,164 | $301.1K | 0.11% | +1,409+24.5% | Added |
| Bleakley Financial Group, LLC | 7,293 | $306.5K | 0.01% | −106−1.4% | Reduced |
| Rafferty Asset Management, LLC | 7,373 | $309.9K | 0.00% | −162−2.1% | Reduced |
| iA Global Asset Management Inc. | 7,407 | $311.0K | 0.01% | +2,194+42.1% | Added |
| GAMMA Investing LLC | 7,453 | $313.3K | 0.03% | +796+12.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,506 | $315.5K | 0.00% | +1,170+18.5% | Added |
| Ronald Blue Trust, Inc. | 7,948 | $324.8K | 0.00% | +5,358+206.9% | Added |
| Quinn Opportunity Partners LLC | 7,776 | $326.8K | 0.03% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,840 | $329.5K | 0.01% | +344+4.6% | Added |
| Chiron Investment Management, LLC | 8,136 | $342.0K | 0.12% | 00.0% | Unchanged |
| Romano Brothers and Company | 8,175 | $343.6K | 0.04% | 00.0% | Unchanged |
| Quarry LP | 8,182 | $343.9K | 0.11% | +5,816+245.8% | Added |
| US Bancorp | 8,292 | $348.5K | 0.00% | +21+0.3% | Added |
| Asahi Life Asset Management Co., Ltd. | 8,420 | $353.9K | 0.21% | +70+0.8% | Added |
| Tower Research Capital LLC (TRC) | 8,446 | $355.0K | 0.01% | −5,301−38.6% | Reduced |
| RSM US Wealth Management LLC | 8,544 | $356.4K | 0.01% | +1,977+30.1% | Added |
| Gotham Asset Management, LLC | 8,948 | $376.1K | 0.00% | −910−9.2% | Reduced |
| Cambria Investment Management, L.P. | 9,030 | $379.5K | 0.02% | −227−2.5% | Reduced |
| Inceptionr LLC | 9,137 | $384.0K | 0.09% | −3,877−29.8% | Reduced |
| Meiji Yasuda Life Insurance Co | 9,231 | $388.0K | 0.01% | +9,231 | New |
| Truist Financial Corp | 9,297 | $390.8K | 0.00% | +368+4.1% | Added |
| Integrated Wealth Concepts LLC | 9,508 | $399.6K | 0.00% | −19−0.2% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,672 | $406.5K | 0.02% | +111+1.2% | Added |
| Fiduciary Financial Group, LLC | 9,637 | $412.8K | 0.09% | +605+6.7% | Added |
| Pinnacle Associates Ltd | 12,410 | $413.3K | 0.01% | +163+1.3% | Added |
| Two Sigma Securities, LLC | 9,840 | $413.6K | 0.03% | +9,840 | New |
| Scientech Research LLC | 9,892 | $415.8K | 0.08% | +9,892 | New |
| Nebula Research & Development LLC | 9,962 | $418.7K | 0.05% | +9,962 | New |
| Ellevest, Inc. | 9,971 | $419.1K | 0.02% | −40−0.4% | Reduced |
| Abn Amro Investment Solutions | 10,008 | $420.6K | 0.01% | −4,627−31.6% | Reduced |
| Tributary Capital Management, LLC | 10,170 | $427.4K | 0.03% | −330−3.1% | Reduced |
| Vise Technologies, Inc. | 10,390 | $436.7K | 0.06% | +10,390 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $447.7K | 0.01% | +3,407+47.0% | Added |
| Raymond James Financial Services Advisors, Inc. | 10,701 | $449.8K | 0.00% | −3,772−26.1% | Reduced |
| Epoch Investment Partners, Inc. | 10,909 | $458.5K | 0.00% | 00.0% | Unchanged |
| Cresset Asset Management, LLC | 10,994 | $462.1K | 0.00% | +541+5.2% | Added |
| Verition Fund Management LLC | 11,409 | $479.5K | 0.00% | −2,303−16.8% | Reduced |
| Rothschild Investment LLC | 11,425 | $480.2K | 0.03% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 11,765 | $494.5K | 0.00% | +584+5.2% | Added |
| NBC Securities, Inc. | 11,790 | $495.0K | 0.04% | −72−0.6% | Reduced |
| AXS Investments LLC | 12,000 | $504.4K | 0.13% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,386 | $506.1K | 0.01% | 00.0% | Unchanged |
| Shelton Capital Management | 12,218 | $513.5K | 0.01% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 12,398 | $521.1K | 0.30% | +12,398 | New |
| Ossiam | 12,589 | $529.1K | 0.01% | +6,142+95.3% | Added |
| Veriti Management LLC | 12,733 | $535.2K | 0.03% | +548+4.5% | Added |
| Equitable Holdings, Inc. | 12,768 | $536.6K | 0.01% | +10.0% | Added |
| Pathstone Holdings, LLC | 12,826 | $539.1K | 0.00% | +317+2.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,898 | $542.1K | 0.02% | +546+4.4% | Added |
| Tokio Marine Asset Management Co Ltd | 13,097 | $550.5K | 0.02% | 00.0% | Unchanged |
| Bridgewater Associates, LP | 13,414 | $563.8K | 0.00% | +13,414 | New |
| Creative Planning | 13,541 | $569.1K | 0.00% | +476+3.6% | Added |
| Profund Advisors LLC | 13,548 | $569.4K | 0.02% | +2,174+19.1% | Added |
| Nisa Investment Advisors, LLC | 13,755 | $578.1K | 0.00% | 00.0% | Unchanged |
| The PNC Financial Services Group, Inc. | 13,923 | $585.2K | 0.00% | −341−2.4% | Reduced |
| ProShare Advisors LLC | 13,939 | $585.9K | 0.00% | −479−3.3% | Reduced |
| MQS Management LLC | 13,977 | $587.5K | 0.33% | +13,977 | New |
| Prelude Capital Management, LLC | 14,188 | $596.3K | 0.05% | +407+3.0% | Added |
| Vinva Investment Management Ltd | 14,350 | $602.4K | 0.03% | +14,350 | New |
| Qtron Investments LLC | 14,357 | $603.4K | 0.08% | 00.0% | Unchanged |
| E. Ohman J:or Asset Management AB | 14,700 | $617.8K | 0.02% | 00.0% | Unchanged |
| Metis Global Partners, LLC | 15,038 | $632.0K | 0.02% | −849−5.3% | Reduced |
| Bank of Nova Scotia | 15,101 | $634.7K | 0.00% | −902−5.6% | Reduced |
| Headlands Technologies LLC | 15,783 | $663.4K | 0.08% | +15,783 | New |