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
- 532
- +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 | 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, 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 |
|---|---|---|---|---|---|
| Greenleaf Trust | 17,809 | $840.1K | 0.01% | 00.0% | Unchanged |
| Y-Intercept (Hong Kong) Ltd | 17,243 | $813.4K | 0.05% | −17,387−50.2% | Reduced |
| Anchor Investment Management, LLC | 17,114 | $807.3K | 0.08% | −403−2.3% | Reduced |
| Maryland State Retirement & Pension System | 16,873 | $795.9K | 0.02% | −1,800−9.6% | Reduced |
| Unigestion Holding SA | 16,694 | $787.5K | 0.05% | −3,460−17.2% | Reduced |
| Hillsdale Investment Management Inc. | 16,550 | $780.7K | 0.04% | +16,200+4,628.6% | Added |
| Brinker Capital Investments, LLC | 16,379 | $772.6K | 0.01% | −103−0.6% | Reduced |
| Orion Portfolio Solutions, LLC | 16,379 | $772.6K | 0.01% | −103−0.6% | Reduced |
| Jain Global LLC | 15,539 | $733.0K | 0.02% | +15,539 | New |
| The PNC Financial Services Group, Inc. | 15,331 | $723.2K | 0.00% | +1,408+10.1% | Added |
| Profund Advisors LLC | 15,285 | $721.0K | 0.03% | +1,737+12.8% | Added |
| Ontario Teachers Pension Plan Board | 15,251 | $719.4K | 0.01% | −9,960−39.5% | Reduced |
| Jacobs Levy Equity Management, Inc | 15,116 | $713.0K | 0.00% | −227,047−93.8% | Reduced |
| Counterpoint Mutual Funds LLC | 14,877 | $701.7K | 0.09% | −3,555−19.3% | Reduced |
| E. Ohman J:or Asset Management AB | 14,700 | $693.4K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 14,672 | $692.1K | 0.00% | +733+5.3% | Added |
| Qtron Investments LLC | 14,357 | $677.2K | 0.10% | 00.0% | Unchanged |
| CIBC World Markets Corp | 14,341 | $676.5K | 0.00% | −4,611−24.3% | Reduced |
| Omers Administration Corp | 14,052 | $662.8K | 0.01% | −51,536−78.6% | Reduced |
| Engineers Gate Manager LP | 14,047 | $662.6K | 0.01% | −159,527−91.9% | Reduced |
| Creative Planning | 13,977 | $659.3K | 0.00% | +436+3.2% | Added |
| Petrus Trust Company, LTA | 13,907 | $656.0K | 0.06% | −2,835−16.9% | Reduced |
| Nisa Investment Advisors, LLC | 13,820 | $651.9K | 0.00% | +65+0.5% | Added |
| LMR Partners LLP | 13,760 | $649.1K | 0.01% | +13,760 | New |
| CSS LLC | 13,475 | $635.6K | 0.04% | −2,420−15.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,380 | $631.1K | 0.02% | +283+2.2% | Added |
| CIBC Asset Management Inc | 13,299 | $627.3K | 0.00% | +1,534+13.0% | Added |
| XTX Topco Ltd | 13,258 | $625.4K | 0.05% | −18,164−57.8% | Reduced |
| Gsa Capital Partners LLP | 13,253 | $625.0K | 0.05% | +7,481+129.6% | Added |
| Vinva Investment Management Ltd | 13,210 | $621.0K | 0.02% | −1,140−7.9% | Reduced |
| Prelude Capital Management, LLC | 13,115 | $618.6K | 0.05% | −1,073−7.6% | Reduced |
| Aquatic Capital Management LLC | 13,042 | $615.2K | 0.02% | −22,558−63.4% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,496 | $589.4K | 0.02% | −402−3.1% | Reduced |
| AXS Investments LLC | 12,000 | $566.0K | 0.16% | 00.0% | Unchanged |
| Quest Partners LLC | 11,895 | $561.1K | 0.07% | −51,932−81.4% | Reduced |
| Shelton Capital Management | 11,715 | $552.6K | 0.01% | −503−4.1% | Reduced |
| Pinnacle Associates Ltd | 11,660 | $550.0K | 0.01% | −750−6.0% | Reduced |
| Rothschild Investment LLC | 11,425 | $538.9K | 0.04% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 11,331 | $534.5K | 0.01% | +11,331 | New |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $530.4K | 0.01% | +11,245 | New |
| BI Asset Management Fondsmaeglerselskab A/S | 11,051 | $521.0K | 0.01% | +11,051 | New |
| Advisory Services Network, LLC | 10,885 | $513.5K | 0.01% | −1,501−12.1% | Reduced |
| Equitable Holdings, Inc. | 10,861 | $512.3K | 0.00% | −1,907−14.9% | Reduced |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $502.5K | 0.01% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 10,584 | $499.2K | 0.00% | +10,584 | New |
| Campbell & CO Investment Adviser LLC | 10,467 | $493.7K | 0.04% | −37,540−78.2% | Reduced |
| Toroso Investments, LLC | 10,162 | $479.3K | 0.00% | −6,627−39.5% | Reduced |
| Integrated Wealth Concepts LLC | 9,980 | $470.8K | 0.01% | +472+5.0% | Added |
| Pathstone Holdings, LLC | 9,748 | $459.8K | 0.00% | −3,078−24.0% | Reduced |
| Everence Capital Management Inc | 9,710 | $458.0K | 0.03% | +9,710 | New |
| Guggenheim Capital LLC | 9,664 | $455.9K | 0.00% | −12,404−56.2% | Reduced |
| Tributary Capital Management, LLC | 9,640 | $454.7K | 0.04% | −530−5.2% | Reduced |
| Centiva Capital, LP | 9,625 | $454.0K | 0.02% | −57,861−85.7% | Reduced |
| Ellevest, Inc. | 9,594 | $452.5K | 0.03% | −377−3.8% | Reduced |
| Truist Financial Corp | 9,554 | $450.7K | 0.00% | +257+2.8% | Added |
| Fifth Third Wealth Advisors LLC | 9,544 | $450.2K | 0.02% | −128−1.3% | Reduced |
| Fiduciary Financial Group, LLC | 9,142 | $439.5K | 0.10% | −495−5.1% | Reduced |
| Allstate Corp | 9,130 | $430.7K | 0.01% | +9,130 | New |
| Lecap Asset Management Ltd | 9,129 | $430.6K | 0.12% | −35,975−79.8% | Reduced |
| Empowered Funds, LLC | 8,833 | $416.7K | 0.01% | +8,833 | New |
| RSM US Wealth Management LLC | 8,728 | $410.5K | 0.01% | +184+2.2% | Added |
| CWM, LLC | 8,692 | $410.0K | 0.00% | +2,694+44.9% | Added |
| Cambria Investment Management, L.P. | 8,645 | $407.8K | 0.02% | −385−4.3% | Reduced |
| US Bancorp | 8,595 | $405.4K | 0.00% | +303+3.7% | Added |
| Harvest Fund Management Co., Ltd | 8,567 | $404.0K | 0.02% | +8,531+23,697.2% | Added |
| GAMMA Investing LLC | 8,410 | $396.7K | 0.03% | +957+12.8% | Added |
| Romano Brothers and Company | 8,175 | $385.6K | 0.05% | 00.0% | Unchanged |
| Vestmark Advisory Solutions, Inc. | 8,027 | $378.6K | 0.01% | +8,027 | New |
| Seeds Investor LLC | 7,912 | $373.2K | 0.11% | +748+10.4% | Added |
| We Are One Seven, LLC | 7,887 | $372.0K | 0.01% | +47+0.6% | Added |
| CIBC World Markets Inc. | 7,778 | $367.0K | 0.00% | +1,634+26.6% | Added |
| Quinn Opportunity Partners LLC | 7,776 | $366.8K | 0.03% | 00.0% | Unchanged |
| Maverick Capital LtdSuperinvestorMaverick Capital | 7,709 | $363.6K | 0.01% | −33,391−81.2% | Reduced |
| Axq Capital, LP | 7,650 | $360.9K | 0.16% | +7,650 | New |
| iA Global Asset Management Inc. | 7,559 | $357.0K | 0.01% | +152+2.1% | Added |
| Bleakley Financial Group, LLC | 7,236 | $341.3K | 0.01% | −57−0.8% | Reduced |
| Rafferty Asset Management, LLC | 7,157 | $337.6K | 0.00% | −216−2.9% | Reduced |
| Kathmere Capital Management, LLC | 6,732 | $317.5K | 0.03% | +47+0.7% | Added |
| Mutual Advisors, LLC | 6,048 | $311.7K | 0.01% | −18−0.3% | Reduced |
| Avidian Wealth Solutions, LLC | 6,597 | $311.2K | 0.01% | +538+8.9% | Added |
| Atomi Financial Group, Inc. | 6,577 | $310.2K | 0.02% | +209+3.3% | Added |
| Savant Capital, LLC | 6,537 | $308.4K | 0.00% | +89+1.4% | Added |
| R Squared Ltd | 6,520 | $307.5K | 0.30% | +6,520 | New |
| Smith Group Asset Management, LLC | 6,470 | $305.2K | 0.02% | +6,470 | New |
| Pitcairn Co | 6,459 | $304.7K | 0.02% | −505−7.3% | Reduced |
| Ascent Group, LLC | 6,450 | $304.2K | 0.02% | +68+1.1% | Added |
| Miracle Mile Advisors, LLC | 6,248 | $294.7K | 0.01% | +6,248 | New |
| Meiji Yasuda Life Insurance Co | 6,101 | $287.8K | 0.01% | −3,130−33.9% | Reduced |
| UniSuper Management Pty Ltd | 6,100 | $287.7K | 0.00% | −29,206−82.7% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $285.9K | 0.15% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 6,020 | $284.0K | 0.00% | +6,020 | New |
| Polymer Capital Management (US) LLC | 5,781 | $272.7K | 0.09% | +5,781 | New |
| Commonwealth Equity Services, LLC | 5,674 | $268.0K | 0.00% | +99+1.8% | Added |
| Quantessence Capital LLC | 5,422 | $255.8K | 0.11% | +5,422 | New |
| NewEdge Wealth, LLC | 5,203 | $245.4K | 0.00% | +5,203 | New |
| Vestcor Inc | 5,169 | $244.0K | 0.01% | −13−0.3% | Reduced |
| Carolina Wealth Advisors, LLC | 5,172 | $244.0K | 0.13% | +4,019+348.6% | Added |
| Blair William & Co | 5,172 | $244.0K | 0.00% | +10.0% | Added |
| Sterling Capital Management LLC | 5,104 | $240.8K | 0.00% | −860−14.4% | Reduced |
| Coldstream Capital Management Inc | 5,075 | $239.4K | 0.01% | +17+0.3% | Added |