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 |
|---|---|---|---|---|---|
| Advisor Group Holdings, Inc. | 3,164 | $133.0K | 0.00% | −1,941−38.0% | Reduced |
| Lazard Asset Management LLC | 3,114 | $130.0K | 0.00% | −23−0.7% | Reduced |
| Van Eck Associates Corp | 2,834 | $129.0K | 0.00% | +161+6.0% | Added |
| Skopos Labs, Inc. | 2,953 | $124.1K | 0.04% | +2,953 | New |
| Sit Investment Associates Inc | 2,760 | $116.0K | 0.00% | −2,340−45.9% | Reduced |
| Quent Capital, LLC | 2,676 | $112.5K | 0.01% | −238−8.2% | Reduced |
| Advisors Asset Management, Inc. | 2,642 | $111.0K | 0.00% | −63−2.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,622 | $110.2K | 0.01% | +7+0.3% | Added |
| Jones Financial Companies LLLP | 2,502 | $105.0K | 0.00% | +70+2.9% | Added |
| Gen-Wealth Partners Inc | 2,100 | $97.0K | 0.04% | 00.0% | Unchanged |
| Cubist Systematic Strategies, LLC | 2,174 | $91.4K | 0.00% | −1,780−45.0% | Reduced |
| Aster Capital Management (DIFC) Ltd | 2,034 | $85.5K | 0.02% | +2,034 | New |
| Rise Advisors, LLC | 1,725 | $72.5K | 0.03% | +11+0.6% | Added |
| Quadrant Capital Group LLC | 1,665 | $70.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, N.A. | 1,649 | $69.3K | 0.01% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 1,573 | $66.1K | 0.00% | +41+2.7% | Added |
| Umb Bank N A | 1,550 | $65.1K | 0.00% | +718+86.3% | Added |
| Global Retirement Partners, LLC | 1,479 | $62.2K | 0.00% | +152+11.5% | Added |
| SRS Capital Advisors, Inc. | 1,458 | $61.3K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 1,209 | $57.6K | 0.01% | +97+8.7% | Added |
| Farther Finance Advisors, LLC | 1,347 | $56.6K | 0.00% | −1,416−51.2% | Reduced |
| Smartleaf Asset Management LLC | 1,298 | $54.5K | 0.01% | +714+122.3% | Added |
| Carolina Wealth Advisors, LLC | 1,153 | $48.5K | 0.02% | +1,153 | New |
| Lindbrook Capital, LLC | 1,004 | $42.2K | 0.00% | 00.0% | Unchanged |
| Principal Securities, Inc. | 988 | $41.5K | 0.00% | +446+82.3% | Added |
| Northwestern Mutual Wealth Management Co | 962 | $40.4K | 0.00% | +86+9.8% | Added |
| Steward Partners Investment Advisory, LLC | 873 | $36.7K | 0.00% | 00.0% | Unchanged |
| Kayne Anderson Rudnick Investment Management LLC | 863 | $36.3K | 0.00% | +863 | New |
| IFP Advisors, Inc | 719 | $30.2K | 0.00% | +104+16.9% | Added |
| Cape Investment Advisory, Inc. | 704 | $29.6K | 0.01% | +4+0.6% | Added |
| Mizuho Bank, Ltd. | 700 | $29.4K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 605 | $28.8K | 0.00% | −105−14.8% | Reduced |
| Covestor Ltd | 646 | $27.0K | 0.02% | +246+61.5% | Added |
| Parallel Advisors, LLC | 627 | $26.4K | 0.00% | +14+2.3% | Added |
| Assetmark, Inc | 600 | $25.2K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 584 | $24.5K | 0.00% | +66+12.7% | Added |
| McIlrath & Eck, LLC | 545 | $22.9K | 0.00% | +124+29.5% | Added |
| ClariVest Asset Management LLC | 553 | $22.6K | 0.00% | 00.0% | Unchanged |
| Harbour Investments, Inc. | 521 | $21.9K | 0.00% | +154+42.0% | Added |
| Geneos Wealth Management Inc. | 494 | $20.8K | 0.00% | +494 | New |
| Whittier Trust Co | 439 | $18.4K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $18.3K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 424 | $17.8K | 0.00% | +54+14.6% | Added |
| Whittier Trust Co of Nevada Inc | 411 | $17.3K | 0.00% | +136+49.5% | Added |
| Hillsdale Investment Management Inc. | 350 | $14.7K | 0.00% | +350 | New |
| Bessemer Group Inc | 321 | $14.0K | 0.00% | +118+58.1% | Added |
| Huntington National Bank | 305 | $12.8K | 0.00% | +16+5.5% | Added |
| JFS Wealth Advisors, LLC | 256 | $10.8K | 0.00% | +7+2.8% | Added |
| Mather Group, LLC. | 249 | $10.5K | 0.00% | +16+6.9% | Added |
| Deseret Mutual Benefit Administrators | 241 | $10.1K | 0.01% | −182−43.0% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $9.88K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 223 | $9.37K | 0.01% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 216 | $9.08K | 0.00% | +9+4.3% | Added |
| Capital Performance Advisors LLP | 215 | $9.04K | 0.00% | +215 | New |
| Beacon Capital Management, LLC | 202 | $8.49K | 0.00% | +202 | New |
| Venturi Wealth Management, LLC | 185 | $7.78K | 0.00% | −62−25.1% | Reduced |
| Versant Capital Management, Inc | 180 | $7.57K | 0.00% | +127+239.6% | Added |
| Bell Investment Advisors, Inc | 169 | $7.10K | 0.00% | −41−19.5% | Reduced |
| 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 |
| IAG Wealth Partners, LLC | 144 | $6.05K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 136 | $5.72K | 0.00% | +136 | New |
| Hemington Wealth Management | 114 | $5.00K | 0.00% | +114 | New |
| Optiver Holding B.V. | 116 | $4.88K | 0.00% | +109+1,557.1% | Added |
| Farmers & Merchants Investments Inc | 100 | $4.20K | 0.00% | 00.0% | Unchanged |
| SJS Investment Consulting Inc. | 98 | $4.12K | 0.00% | −1−1.0% | Reduced |
| Abich Financial Wealth Management LLC | 95 | $3.99K | 0.01% | +95 | New |
| South State Corp. | 93 | $3.91K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.78K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $3.11K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $3.07K | 0.00% | +29+65.9% | Added |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $2.94K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 66 | $2.77K | 0.00% | +1+1.5% | Added |
| Jaffetilchin Investment Partners, LLC | 65 | $2.75K | 0.00% | +65 | New |
| Bokf, NA | 65 | $2.70K | 0.00% | 00.0% | Unchanged |
| Westend Capital Management, LLC | 64 | $2.69K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 55 | $2.31K | 0.00% | +16+41.0% | Added |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 50 | $2.10K | 0.00% | +50 | New |
| Larson Financial Group LLC | 48 | $2.02K | 0.00% | +41+585.7% | Added |
| 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 |
| First Horizon Advisors, Inc. | 46 | $1.93K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 43 | $1.81K | 0.00% | −2−4.4% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $1.81K | 0.00% | −1,437−97.1% | Reduced |
| Investors Research Corp | 42 | $1.76K | 0.00% | 00.0% | Unchanged |
| Beaird Harris Wealth Management, LLC | 37 | $1.56K | 0.00% | 00.0% | Unchanged |
| Global Financial Private Client, LLC | 33 | $1.39K | 0.00% | 00.0% | Unchanged |
| Hexagon Capital Partners LLC | 30 | $1.26K | 0.00% | 00.0% | Unchanged |
| Claris Advisors, LLC | 23 | $967 | 0.00% | +23 | New |
| Riverview Trust Co | 21 | $883 | 0.00% | +21 | New |
| Glen Eagle Advisors, LLC | 20 | $826 | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 18 | $757 | 0.00% | +18 | New |
| Riggs Asset Managment Co. Inc. | 12 | $505 | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 6 | $252 | 0.00% | +6 | New |
| Raleigh Capital Management Inc. | 5 | $210 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $127 | 0.00% | +3 | 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 |