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, Q4 2024
Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
- 533
- +40 vs. Q3 2024
- Shares held
- 301.7M
- +3.59M (+1.2%) vs. Q3 2024
- Total value
- $14.2B
- +$1.71B (+13.6%) vs. Q3 2024
- New holders
- 85
- 188 more added
- Sold out
- 45
- 199 more reduced
11 institutions that held it in Q3 2024 haven't filed for Q4 2024 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q3 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, Q4 2024
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 2 | $95 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $142 | 0.00% | 00.0% | Unchanged |
| Raleigh Capital Management Inc. | 5 | $236 | 0.00% | 00.0% | Unchanged |
| HHM Wealth Advisors, LLC | 5 | $236 | 0.00% | +5 | New |
| CoreCap Advisors, LLC | 6 | $283 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 6 | $283 | 0.00% | +6 | New |
| Larson Financial Group LLC | 7 | $330 | 0.00% | −41−85.4% | Reduced |
| Parkworth Wealth Management, Inc. | 10 | $472 | 0.00% | +10 | New |
| NBC Securities, Inc. | 11 | $556 | 0.05% | −11,779−99.9% | Reduced |
| Riggs Asset Managment Co. Inc. | 12 | $565 | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 14 | $661 | 0.00% | +14 | New |
| WealthTrak Capital Management LLC | 15 | $708 | 0.00% | +15 | New |
| Optiver Holding B.V. | 18 | $849 | 0.00% | −98−84.5% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 18 | $849 | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $927 | 0.00% | 00.0% | Unchanged |
| Riverview Trust Co | 21 | $991 | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | +11+57.9% | Added |
| SBI Securities Co., Ltd. | 23 | $1.08K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 29 | $1.37K | 0.00% | −1−3.3% | Reduced |
| Beaird Harris Wealth Management, LLC | 37 | $1.75K | 0.00% | 00.0% | Unchanged |
| Cassady Schiller Wealth Management, LLC | 38 | $1.79K | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 42 | $1.98K | 0.00% | −1,531−97.3% | Reduced |
| Annis Gardner Whiting Capital Advisors, LLC | 43 | $2.03K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $2.17K | 0.00% | 00.0% | Unchanged |
| NewSquare Capital LLC | 46 | $2.17K | 0.00% | +46 | New |
| FLP Wealth Management, LLC | 48 | $2.26K | 0.01% | +48 | New |
| Global Financial Private Client, LLC | 50 | $2.36K | 0.00% | +17+51.5% | Added |
| Decker Retirement Planning Inc. | 54 | $2.55K | 0.00% | +54 | New |
| Bokf, NA | 55 | $2.64K | 0.00% | −10−15.4% | Reduced |
| Valued Wealth Advisors LLC | 56 | $2.64K | 0.00% | +13+30.2% | Added |
| Allworth Financial LP | 55 | $2.92K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 64 | $3.02K | 0.00% | −2−3.0% | Reduced |
| Westend Capital Management, LLC | 64 | $3.02K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.30K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $3.44K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 74 | $3.49K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 80 | $3.77K | 0.00% | −624−88.6% | Reduced |
| SJS Investment Consulting Inc. | 85 | $4.01K | 0.00% | −13−13.3% | Reduced |
| Bell Investment Advisors, Inc | 88 | $4.15K | 0.00% | −81−47.9% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 93 | $4.39K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 100 | $4.72K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $4.72K | 0.00% | +100 | New |
| Trust Co of Vermont | 136 | $6.42K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 144 | $6.79K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 145 | $6.84K | 0.00% | +145 | New |
| Bruce G. Allen Investments, LLC | 146 | $6.89K | 0.01% | −8−5.2% | Reduced |
| High Note Wealth, LLC | 150 | $7.08K | 0.00% | +150 | New |
| Fortitude Family Office, LLC | 154 | $7.26K | 0.00% | 00.0% | Unchanged |
| Hemington Wealth Management | 176 | $8.00K | 0.00% | +62+54.4% | Added |
| WealthCollab, LLC | 178 | $8.40K | 0.01% | −45−20.2% | Reduced |
| Venturi Wealth Management, LLC | 185 | $8.73K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 200 | $9.43K | 0.00% | −16−7.4% | Reduced |
| Aster Capital Management (DIFC) Ltd | 210 | $9.91K | 0.00% | −1,824−89.7% | Reduced |
| Harbor Investment Advisory, LLC | 235 | $11.1K | 0.00% | 00.0% | Unchanged |
| Exchange Traded Concepts, LLC | 253 | $11.9K | 0.00% | +253 | New |
| JFS Wealth Advisors, LLC | 260 | $12.3K | 0.00% | +4+1.6% | Added |
| Huntington National Bank | 264 | $12.5K | 0.00% | −41−13.4% | Reduced |
| Mather Group, LLC. | 309 | $14.6K | 0.00% | +60+24.1% | Added |
| Whipplewood Advisors, LLC | 372 | $17.5K | 0.01% | +372 | New |
| Private Trust Co NA | 435 | $20.5K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 439 | $20.7K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 440 | $20.8K | 0.00% | −144−24.7% | Reduced |
| Covestor Ltd | 439 | $21.0K | 0.01% | −207−32.0% | Reduced |
| Geneos Wealth Management Inc. | 458 | $21.6K | 0.00% | −36−7.3% | Reduced |
| Whittier Trust Co of Nevada Inc | 482 | $22.7K | 0.00% | +71+17.3% | Added |
| WPG Advisers, LLC | 510 | $24.1K | 0.02% | +510 | New |
| LGT Financial Advisors LLC | 514 | $24.2K | 0.05% | +514 | New |
| Harbour Investments, Inc. | 517 | $24.4K | 0.00% | −4−0.8% | Reduced |
| MAI Capital Management | 525 | $24.7K | 0.00% | +525 | New |
| Versant Capital Management, Inc | 532 | $25.1K | 0.01% | +352+195.6% | Added |
| Continuum Advisory, LLC | 566 | $26.7K | 0.00% | −39−6.4% | Reduced |
| Parallel Advisors, LLC | 628 | $29.6K | 0.00% | +1+0.2% | Added |
| Bessemer Group Inc | 678 | $32.0K | 0.00% | +357+111.2% | Added |
| Assetmark, Inc | 799 | $37.7K | 0.00% | +199+33.2% | Added |
| IFP Advisors, Inc | 843 | $39.8K | 0.00% | +124+17.2% | Added |
| Bayforest Capital Ltd | 927 | $43.7K | 0.05% | +927 | New |
| Lindbrook Capital, LLC | 982 | $46.3K | 0.00% | −22−2.2% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,063 | $50.1K | 0.00% | +101+10.5% | Added |
| Mizuho Bank, Ltd. | 1,130 | $53.3K | 0.01% | +430+61.4% | Added |
| Farther Finance Advisors, LLC | 1,207 | $56.9K | 0.00% | −140−10.4% | Reduced |
| LRI Investments, LLC | 1,209 | $57.0K | 0.01% | 00.0% | Unchanged |
| Quarry LP | 1,281 | $60.4K | 0.01% | −6,901−84.3% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,285 | $60.6K | 0.06% | +1,285 | New |
| Global Retirement Partners, LLC | 1,324 | $62.5K | 0.00% | −155−10.5% | Reduced |
| McIlrath & Eck, LLC | 1,386 | $65.4K | 0.01% | +841+154.3% | Added |
| SRS Capital Advisors, Inc. | 1,477 | $69.7K | 0.00% | +19+1.3% | Added |
| Rise Advisors, LLC | 1,560 | $73.6K | 0.04% | −165−9.6% | Reduced |
| Quadrant Capital Group LLC | 1,593 | $75.1K | 0.01% | −72−4.3% | Reduced |
| Zions Bancorporation, N.A. | 1,649 | $77.8K | 0.00% | 00.0% | Unchanged |
| Massmutual Trust Co FSB | 1,689 | $79.7K | 0.00% | +1,265+298.3% | Added |
| Smartleaf Asset Management LLC | 1,707 | $80.2K | 0.01% | +409+31.5% | Added |
| Citadel Advisors LLC | 1,788 | $84.3K | 0.00% | −1,001,724−99.8% | Reduced |
| Principal Securities, Inc. | 1,805 | $85.1K | 0.00% | +817+82.7% | Added |
| Groupe la Francaise | 1,879 | $88.7K | 0.00% | +1,879 | New |
| Umb Bank N A | 1,954 | $92.2K | 0.00% | +404+26.1% | Added |
| Gen-Wealth Partners Inc | 2,100 | $99.1K | 0.04% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,459 | $116.0K | 0.00% | −5,489−69.1% | Reduced |