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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,450 | $116.0K | 0.00% | −310−11.2% | Reduced |
| Advisors Asset Management, Inc. | 2,578 | $121.6K | 0.00% | −64−2.4% | Reduced |
| Virtus Investment Advisers, Inc. | 2,600 | $122.6K | 0.10% | +2,600 | New |
| Van Eck Associates Corp | 2,692 | $127.0K | 0.00% | −142−5.0% | Reduced |
| Quent Capital, LLC | 2,738 | $129.2K | 0.01% | +62+2.3% | Added |
| EverSource Wealth Advisors, LLC | 2,756 | $130.0K | 0.01% | +134+5.1% | Added |
| Jones Financial Companies LLLP | 2,768 | $130.5K | 0.00% | +266+10.6% | Added |
| Skopos Labs, Inc. | 2,835 | $133.7K | 0.04% | −118−4.0% | Reduced |
| Advisor Group Holdings, Inc. | 4,434 | $146.9K | 0.00% | +1,270+40.1% | Added |
| Steward Partners Investment Advisory, LLC | 3,206 | $151.2K | 0.00% | +2,333+267.2% | Added |
| Cornerstone Planning Group LLC | 3,293 | $174.8K | 0.04% | 00.0% | Unchanged |
| Ostrum Asset Management | 3,713 | $175.1K | 0.02% | −155−4.0% | Reduced |
| Headlands Technologies LLC | 3,725 | $175.7K | 0.02% | −12,058−76.4% | Reduced |
| V-Square Quantitative Management LLC | 4,034 | $190.3K | 0.03% | +29+0.7% | Added |
| Atlas Capital Advisors LLC | 4,229 | $199.5K | 0.03% | −94−2.2% | Reduced |
| Wedmont Private Capital | 4,186 | $201.3K | 0.01% | +4,186 | New |
| Colonial Trust Co | 4,278 | $201.8K | 0.03% | +278+7.0% | Added |
| D'Orazio & Associates, Inc. | 4,301 | $202.9K | 0.03% | +4,301 | New |
| Trust Point Inc. | 4,390 | $207.1K | 0.01% | +4,390 | New |
| Forum Financial Management, LP | 4,404 | $207.7K | 0.00% | +4,404 | New |
| HB Wealth Management, LLC | 4,493 | $211.9K | 0.00% | +4,493 | New |
| Aspiriant, LLC | 4,547 | $214.5K | 0.01% | +4,547 | New |
| Longboard Asset Management, LP | 4,608 | $217.4K | 0.58% | +4,608 | New |
| Wealthfront Advisers LLC | 4,609 | $217.4K | 0.00% | +4,609 | New |
| Meeder Advisory Services, Inc. | 4,624 | $218.1K | 0.01% | +4,624 | New |
| Phillips Wealth Planners LLC | 4,593 | $220.8K | 0.22% | −67−1.4% | Reduced |
| American Trust | 4,716 | $222.5K | 0.02% | +4,716 | New |
| Catalyst Funds Management Pty Ltd | 4,800 | $226.4K | 0.06% | +4,800 | New |
| Captrust Financial Advisors | 4,821 | $227.4K | 0.00% | +4,821 | New |
| Fifth Third Bancorp | 4,846 | $228.6K | 0.00% | +8+0.2% | Added |
| Tudor Investment Corp Et Al | 4,954 | $233.7K | 0.00% | −45,162−90.1% | Reduced |
| Advus Financial Partners, LLC | 4,956 | $233.8K | 0.07% | 00.0% | Unchanged |
| Signaturefd, LLC | 5,001 | $235.9K | 0.00% | −593−10.6% | Reduced |
| Coldstream Capital Management Inc | 5,075 | $239.4K | 0.01% | +17+0.3% | Added |
| Sterling Capital Management LLC | 5,104 | $240.8K | 0.00% | −860−14.4% | Reduced |
| Blair William & Co | 5,172 | $244.0K | 0.00% | +10.0% | Added |
| Carolina Wealth Advisors, LLC | 5,172 | $244.0K | 0.13% | +4,019+348.6% | Added |
| Vestcor Inc | 5,169 | $244.0K | 0.01% | −13−0.3% | Reduced |
| NewEdge Wealth, LLC | 5,203 | $245.4K | 0.00% | +5,203 | New |
| Quantessence Capital LLC | 5,422 | $255.8K | 0.11% | +5,422 | New |
| Commonwealth Equity Services, LLC | 5,674 | $268.0K | 0.00% | +99+1.8% | Added |
| Polymer Capital Management (US) LLC | 5,781 | $272.7K | 0.09% | +5,781 | New |
| Panagora Asset Management Inc | 6,020 | $284.0K | 0.00% | +6,020 | New |
| Hyperion Capital Advisors LP | 6,061 | $285.9K | 0.15% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 6,100 | $287.7K | 0.00% | −29,206−82.7% | Reduced |
| Meiji Yasuda Life Insurance Co | 6,101 | $287.8K | 0.01% | −3,130−33.9% | Reduced |
| Miracle Mile Advisors, LLC | 6,248 | $294.7K | 0.01% | +6,248 | New |
| Ascent Group, LLC | 6,450 | $304.2K | 0.02% | +68+1.1% | Added |
| Pitcairn Co | 6,459 | $304.7K | 0.02% | −505−7.3% | Reduced |
| Smith Group Asset Management, LLC | 6,470 | $305.2K | 0.02% | +6,470 | New |
| R Squared Ltd | 6,520 | $307.5K | 0.30% | +6,520 | New |
| Savant Capital, LLC | 6,537 | $308.4K | 0.00% | +89+1.4% | Added |
| Atomi Financial Group, Inc. | 6,577 | $310.2K | 0.02% | +209+3.3% | Added |
| Avidian Wealth Solutions, LLC | 6,597 | $311.2K | 0.01% | +538+8.9% | Added |
| Mutual Advisors, LLC | 6,048 | $311.7K | 0.01% | −18−0.3% | Reduced |
| Kathmere Capital Management, LLC | 6,732 | $317.5K | 0.03% | +47+0.7% | Added |
| Rafferty Asset Management, LLC | 7,157 | $337.6K | 0.00% | −216−2.9% | Reduced |
| Bleakley Financial Group, LLC | 7,236 | $341.3K | 0.01% | −57−0.8% | Reduced |
| iA Global Asset Management Inc. | 7,559 | $357.0K | 0.01% | +152+2.1% | Added |
| Axq Capital, LP | 7,650 | $360.9K | 0.16% | +7,650 | New |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,709 | $363.6K | 0.01% | −33,391−81.2% | Reduced |
| Quinn Opportunity Partners LLC | 7,776 | $366.8K | 0.03% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 7,778 | $367.0K | 0.00% | +1,634+26.6% | Added |
| We Are One Seven, LLC | 7,887 | $372.0K | 0.01% | +47+0.6% | Added |
| Seeds Investor LLC | 7,912 | $373.2K | 0.11% | +748+10.4% | Added |
| Vestmark Advisory Solutions, Inc. | 8,027 | $378.6K | 0.01% | +8,027 | New |
| Romano Brothers and Company | 8,175 | $385.6K | 0.05% | 00.0% | Unchanged |
| GAMMA Investing LLC | 8,410 | $396.7K | 0.03% | +957+12.8% | Added |
| Harvest Fund Management Co., Ltd | 8,567 | $404.0K | 0.02% | +8,531+23,697.2% | Added |
| US Bancorp | 8,595 | $405.4K | 0.00% | +303+3.7% | Added |
| Cambria Investment Management, L.P. | 8,645 | $407.8K | 0.02% | −385−4.3% | Reduced |
| CWM, LLC | 8,692 | $410.0K | 0.00% | +2,694+44.9% | Added |
| RSM US Wealth Management LLC | 8,728 | $410.5K | 0.01% | +184+2.2% | Added |
| Empowered Funds, LLC | 8,833 | $416.7K | 0.01% | +8,833 | New |
| Lecap Asset Management Ltd | 9,129 | $430.6K | 0.12% | −35,975−79.8% | Reduced |
| Allstate Corp | 9,130 | $430.7K | 0.01% | +9,130 | New |
| Fiduciary Financial Group, LLC | 9,142 | $439.5K | 0.10% | −495−5.1% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,544 | $450.2K | 0.02% | −128−1.3% | Reduced |
| Truist Financial Corp | 9,554 | $450.7K | 0.00% | +257+2.8% | Added |
| Ellevest, Inc. | 9,594 | $452.5K | 0.03% | −377−3.8% | Reduced |
| Centiva Capital, LP | 9,625 | $454.0K | 0.02% | −57,861−85.7% | Reduced |
| Tributary Capital Management, LLC | 9,640 | $454.7K | 0.04% | −530−5.2% | Reduced |
| Guggenheim Capital LLC | 9,664 | $455.9K | 0.00% | −12,404−56.2% | Reduced |
| Everence Capital Management Inc | 9,710 | $458.0K | 0.03% | +9,710 | New |
| Pathstone Holdings, LLC | 9,748 | $459.8K | 0.00% | −3,078−24.0% | Reduced |
| Integrated Wealth Concepts LLC | 9,980 | $470.8K | 0.01% | +472+5.0% | Added |
| Toroso Investments, LLC | 10,162 | $479.3K | 0.00% | −6,627−39.5% | Reduced |
| Campbell & CO Investment Adviser LLC | 10,467 | $493.7K | 0.04% | −37,540−78.2% | Reduced |
| Vontobel Holding Ltd. | 10,584 | $499.2K | 0.00% | +10,584 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $502.5K | 0.01% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,861 | $512.3K | 0.00% | −1,907−14.9% | Reduced |
| Advisory Services Network, LLC | 10,885 | $513.5K | 0.01% | −1,501−12.1% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 11,051 | $521.0K | 0.01% | +11,051 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $530.4K | 0.01% | +11,245 | New |
| Bryn Mawr Trust Co | 11,331 | $534.5K | 0.01% | +11,331 | New |
| Rothschild Investment LLC | 11,425 | $538.9K | 0.04% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,660 | $550.0K | 0.01% | −750−6.0% | Reduced |
| Shelton Capital Management | 11,715 | $552.6K | 0.01% | −503−4.1% | Reduced |
| Quest Partners LLC | 11,895 | $561.1K | 0.07% | −51,932−81.4% | Reduced |
| AXS Investments LLC | 12,000 | $566.0K | 0.16% | 00.0% | Unchanged |