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
- 503
- +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 | 562 | $13.9B |
| Q2 2025 | 580 | $16.6B |
| Q1 2025 | 573 | $15.5B |
| Q4 2024 | 532 | $14.2B |
| Q3 2024 | 503 | $12.6B |
| Q2 2024 | 490 | $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 |
|---|---|---|---|---|---|
| Brinker Capital Investments, LLC | 16,482 | $692.8K | 0.01% | +9,464+134.9% | Added |
| Orion Portfolio Solutions, LLC | 16,482 | $692.8K | 0.01% | +9,464+134.9% | Added |
| Healthcare of Ontario Pension Plan Trust Fund | 16,151 | $678.8K | 0.00% | −197,549−92.4% | Reduced |
| CSS LLC | 15,895 | $668.1K | 0.04% | +5,000+45.9% | Added |
| Headlands Technologies LLC | 15,783 | $663.4K | 0.08% | +15,783 | New |
| Bank of Nova Scotia | 15,101 | $634.7K | 0.00% | −902−5.6% | Reduced |
| Metis Global Partners, LLC | 15,038 | $632.0K | 0.02% | −849−5.3% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $617.8K | 0.02% | 00.0% | Unchanged |
| Qtron Investments LLC | 14,357 | $603.4K | 0.08% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 14,350 | $602.4K | 0.03% | +14,350 | New |
| Prelude Capital Management, LLC | 14,188 | $596.3K | 0.05% | +407+3.0% | Added |
| MQS Management LLC | 13,977 | $587.5K | 0.33% | +13,977 | New |
| ProShare Advisors LLC | 13,939 | $585.9K | 0.00% | −479−3.3% | Reduced |
| The PNC Financial Services Group, Inc. | 13,923 | $585.2K | 0.00% | −341−2.4% | Reduced |
| Nisa Investment Advisors, LLC | 13,755 | $578.1K | 0.00% | 00.0% | Unchanged |
| Profund Advisors LLC | 13,548 | $569.4K | 0.02% | +2,174+19.1% | Added |
| Creative Planning | 13,541 | $569.1K | 0.00% | +476+3.6% | Added |
| Bridgewater Associates, LP | 13,414 | $563.8K | 0.00% | +13,414 | New |
| Tokio Marine Asset Management Co Ltd | 13,097 | $550.5K | 0.02% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 12,898 | $542.1K | 0.02% | +546+4.4% | Added |
| Pathstone Holdings, LLC | 12,826 | $539.1K | 0.00% | +317+2.5% | Added |
| Equitable Holdings, Inc. | 12,768 | $536.6K | 0.01% | +10.0% | Added |
| Veriti Management LLC | 12,733 | $535.2K | 0.03% | +548+4.5% | Added |
| Ossiam | 12,589 | $529.1K | 0.01% | +6,142+95.3% | Added |
| ISAM Funds (UK) Ltd | 12,398 | $521.1K | 0.30% | +12,398 | New |
| Shelton Capital Management | 12,218 | $513.5K | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 12,386 | $506.1K | 0.01% | 00.0% | Unchanged |
| AXS Investments LLC | 12,000 | $504.4K | 0.13% | 00.0% | Unchanged |
| NBC Securities, Inc. | 11,790 | $495.0K | 0.04% | −72−0.6% | Reduced |
| CIBC Asset Management Inc | 11,765 | $494.5K | 0.00% | +584+5.2% | Added |
| Rothschild Investment LLC | 11,425 | $480.2K | 0.03% | 00.0% | Unchanged |
| Verition Fund Management LLC | 11,409 | $479.5K | 0.00% | −2,303−16.8% | Reduced |
| Cresset Asset Management, LLC | 10,994 | $462.1K | 0.00% | +541+5.2% | Added |
| Epoch Investment Partners, Inc. | 10,909 | $458.5K | 0.00% | 00.0% | Unchanged |
| Raymond James Financial Services Advisors, Inc. | 10,701 | $449.8K | 0.00% | −3,772−26.1% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $447.7K | 0.01% | +3,407+47.0% | Added |
| Vise Technologies, Inc. | 10,390 | $436.7K | 0.06% | +10,390 | New |
| Tributary Capital Management, LLC | 10,170 | $427.4K | 0.03% | −330−3.1% | Reduced |
| Abn Amro Investment Solutions | 10,008 | $420.6K | 0.01% | −4,627−31.6% | Reduced |
| Ellevest, Inc. | 9,971 | $419.1K | 0.02% | −40−0.4% | Reduced |
| Nebula Research & Development LLC | 9,962 | $418.7K | 0.05% | +9,962 | New |
| Scientech Research LLC | 9,892 | $415.8K | 0.08% | +9,892 | New |
| Two Sigma Securities, LLC | 9,840 | $413.6K | 0.03% | +9,840 | New |
| Pinnacle Associates Ltd | 12,410 | $413.3K | 0.01% | +163+1.3% | Added |
| Fiduciary Financial Group, LLC | 9,637 | $412.8K | 0.09% | +605+6.7% | Added |
| Fifth Third Wealth Advisors LLC | 9,672 | $406.5K | 0.02% | +111+1.2% | Added |
| Integrated Wealth Concepts LLC | 9,508 | $399.6K | 0.00% | −19−0.2% | Reduced |
| Truist Financial Corp | 9,297 | $390.8K | 0.00% | +368+4.1% | Added |
| Meiji Yasuda Life Insurance Co | 9,231 | $388.0K | 0.01% | +9,231 | New |
| Inceptionr LLC | 9,137 | $384.0K | 0.09% | −3,877−29.8% | Reduced |
| Cambria Investment Management, L.P. | 9,030 | $379.5K | 0.02% | −227−2.5% | Reduced |
| Gotham Asset Management, LLC | 8,948 | $376.1K | 0.00% | −910−9.2% | Reduced |
| RSM US Wealth Management LLC | 8,544 | $356.4K | 0.01% | +1,977+30.1% | Added |
| Tower Research Capital LLC (TRC) | 8,446 | $355.0K | 0.01% | −5,301−38.6% | Reduced |
| Asahi Life Asset Management Co., Ltd. | 8,420 | $353.9K | 0.21% | +70+0.8% | Added |
| US Bancorp | 8,292 | $348.5K | 0.00% | +21+0.3% | Added |
| Quarry LP | 8,182 | $343.9K | 0.11% | +5,816+245.8% | Added |
| Romano Brothers and Company | 8,175 | $343.6K | 0.04% | 00.0% | Unchanged |
| Chiron Investment Management, LLC | 8,136 | $342.0K | 0.12% | 00.0% | Unchanged |
| We Are One Seven, LLC | 7,840 | $329.5K | 0.01% | +344+4.6% | Added |
| Quinn Opportunity Partners LLC | 7,776 | $326.8K | 0.03% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 7,948 | $324.8K | 0.00% | +5,358+206.9% | Added |
| Wealth Enhancement Advisory Services, LLC | 7,506 | $315.5K | 0.00% | +1,170+18.5% | Added |
| GAMMA Investing LLC | 7,453 | $313.3K | 0.03% | +796+12.0% | Added |
| iA Global Asset Management Inc. | 7,407 | $311.0K | 0.01% | +2,194+42.1% | Added |
| Rafferty Asset Management, LLC | 7,373 | $309.9K | 0.00% | −162−2.1% | Reduced |
| Bleakley Financial Group, LLC | 7,293 | $306.5K | 0.01% | −106−1.4% | Reduced |
| Seeds Investor LLC | 7,164 | $301.1K | 0.11% | +1,409+24.5% | Added |
| Aigen Investment Management, LP | 7,008 | $294.5K | 0.06% | −11,422−62.0% | Reduced |
| Pitcairn Co | 6,964 | $292.7K | 0.02% | −1,794−20.5% | Reduced |
| Allspring Global Investments Holdings, LLC | 6,852 | $288.0K | 0.00% | +332+5.1% | Added |
| Impact Partnership Wealth, LLC | 6,812 | $286.3K | 0.06% | +6,812 | New |
| Kathmere Capital Management, LLC | 6,685 | $281.0K | 0.03% | 00.0% | Unchanged |
| Raymond James Trust N.A. | 6,677 | $280.6K | 0.01% | +6,677 | New |
| Mutual Advisors, LLC | 6,066 | $277.5K | 0.01% | −20−0.3% | Reduced |
| Savant Capital, LLC | 6,448 | $271.0K | 0.00% | +6,448 | New |
| Ascent Group, LLC | 6,382 | $268.2K | 0.02% | 00.0% | Unchanged |
| Atomi Financial Group, Inc. | 6,368 | $267.6K | 0.02% | −195−3.0% | Reduced |
| Pacific Global Investment Management CO | 6,250 | $262.7K | 0.05% | −369−5.6% | Reduced |
| CIBC World Markets Inc. | 6,144 | $258.0K | 0.00% | −799−11.5% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $254.7K | 0.12% | −200,000−97.1% | Reduced |
| Avidian Wealth Solutions, LLC | 6,059 | $254.7K | 0.01% | +130+2.2% | Added |
| CWM, LLC | 5,998 | $252.0K | 0.00% | +1,823+43.7% | Added |
| Sterling Capital Management LLC | 5,964 | $250.7K | 0.00% | +5,964 | New |
| Rakuten Investment Management, Inc. | 5,950 | $249.8K | 0.00% | +1,444+32.0% | Added |
| Sherbrooke Park Advisers LLC | 5,941 | $249.7K | 0.06% | +5,941 | New |
| Gsa Capital Partners LLP | 5,772 | $243.0K | 0.02% | +5,772 | New |
| Signaturefd, LLC | 5,594 | $235.1K | 0.00% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 5,575 | $234.0K | 0.00% | −127,396−95.8% | Reduced |
| Vestcor Inc | 5,182 | $218.0K | 0.01% | 00.0% | Unchanged |
| Blair William & Co | 5,171 | $217.3K | 0.00% | +10.0% | Added |
| Coldstream Capital Management Inc | 5,058 | $215.3K | 0.00% | +5,058 | New |
| Phillips Wealth Planners LLC | 4,660 | $207.7K | 0.20% | +4,660 | New |
| Fifth Third Bancorp | 4,838 | $203.3K | 0.00% | +223+4.8% | Added |
| PEAK6 Investments LLC | 4,400 | $184.9K | 0.01% | +4,400 | New |
| Atlas Capital Advisors LLC | 4,323 | $181.7K | 0.03% | −5,897−57.7% | Reduced |
| V-Square Quantitative Management LLC | 4,005 | $168.3K | 0.02% | +15+0.4% | Added |
| Colonial Trust Co | 4,000 | $168.1K | 0.03% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,868 | $162.6K | 0.01% | +47+1.2% | Added |
| Cornerstone Planning Group LLC | 3,293 | $150.9K | 0.04% | −36−1.1% | Reduced |