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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,001 | $235.9K | 0.00% | −593−10.6% | Reduced |
| Tudor Investment Corp Et Al | 4,954 | $233.7K | 0.00% | −45,162−90.1% | Reduced |
| Fifth Third Bancorp | 4,846 | $228.6K | 0.00% | +8+0.2% | Added |
| Captrust Financial Advisors | 4,821 | $227.4K | 0.00% | +4,821 | New |
| Catalyst Funds Management Pty Ltd | 4,800 | $226.4K | 0.06% | +4,800 | New |
| American Trust | 4,716 | $222.5K | 0.02% | +4,716 | New |
| Phillips Wealth Planners LLC | 4,593 | $220.8K | 0.22% | −67−1.4% | Reduced |
| Meeder Advisory Services, Inc. | 4,624 | $218.1K | 0.01% | +4,624 | New |
| Wealthfront Advisers LLC | 4,609 | $217.4K | 0.00% | +4,609 | New |
| Longboard Asset Management, LP | 4,608 | $217.4K | 0.58% | +4,608 | New |
| Aspiriant, LLC | 4,547 | $214.5K | 0.01% | +4,547 | New |
| HB Wealth Management, LLC | 4,493 | $211.9K | 0.00% | +4,493 | New |
| Forum Financial Management, LP | 4,404 | $207.7K | 0.00% | +4,404 | New |
| Trust Point Inc. | 4,390 | $207.1K | 0.01% | +4,390 | New |
| D'Orazio & Associates, Inc. | 4,301 | $202.9K | 0.03% | +4,301 | New |
| Colonial Trust Co | 4,278 | $201.8K | 0.03% | +278+7.0% | Added |
| Wedmont Private Capital | 4,186 | $201.3K | 0.01% | +4,186 | New |
| Atlas Capital Advisors LLC | 4,229 | $199.5K | 0.03% | −94−2.2% | Reduced |
| V-Square Quantitative Management LLC | 4,034 | $190.3K | 0.03% | +29+0.7% | Added |
| Headlands Technologies LLC | 3,725 | $175.7K | 0.02% | −12,058−76.4% | Reduced |
| Ostrum Asset Management | 3,713 | $175.1K | 0.02% | −155−4.0% | Reduced |
| Cornerstone Planning Group LLC | 3,293 | $174.8K | 0.04% | 00.0% | Unchanged |
| Steward Partners Investment Advisory, LLC | 3,206 | $151.2K | 0.00% | +2,333+267.2% | Added |
| Advisor Group Holdings, Inc. | 4,434 | $146.9K | 0.00% | +1,270+40.1% | Added |
| Skopos Labs, Inc. | 2,835 | $133.7K | 0.04% | −118−4.0% | Reduced |
| Jones Financial Companies LLLP | 2,768 | $130.5K | 0.00% | +266+10.6% | Added |
| EverSource Wealth Advisors, LLC | 2,756 | $130.0K | 0.01% | +134+5.1% | Added |
| Quent Capital, LLC | 2,738 | $129.2K | 0.01% | +62+2.3% | Added |
| Van Eck Associates Corp | 2,692 | $127.0K | 0.00% | −142−5.0% | Reduced |
| Virtus Investment Advisers, Inc. | 2,600 | $122.6K | 0.10% | +2,600 | New |
| Advisors Asset Management, Inc. | 2,578 | $121.6K | 0.00% | −64−2.4% | Reduced |
| Sit Investment Associates Inc | 2,450 | $116.0K | 0.00% | −310−11.2% | Reduced |
| Ronald Blue Trust, Inc. | 2,459 | $116.0K | 0.00% | −5,489−69.1% | Reduced |
| Gen-Wealth Partners Inc | 2,100 | $99.1K | 0.04% | 00.0% | Unchanged |
| Umb Bank N A | 1,954 | $92.2K | 0.00% | +404+26.1% | Added |
| Groupe la Francaise | 1,879 | $88.7K | 0.00% | +1,879 | New |
| Principal Securities, Inc. | 1,805 | $85.1K | 0.00% | +817+82.7% | Added |
| Citadel Advisors LLC | 1,788 | $84.3K | 0.00% | −1,001,724−99.8% | Reduced |
| Smartleaf Asset Management LLC | 1,707 | $80.2K | 0.01% | +409+31.5% | Added |
| Massmutual Trust Co FSB | 1,689 | $79.7K | 0.00% | +1,265+298.3% | Added |
| Zions Bancorporation, N.A. | 1,649 | $77.8K | 0.00% | 00.0% | Unchanged |
| Quadrant Capital Group LLC | 1,593 | $75.1K | 0.01% | −72−4.3% | Reduced |
| Rise Advisors, LLC | 1,560 | $73.6K | 0.04% | −165−9.6% | Reduced |
| SRS Capital Advisors, Inc. | 1,477 | $69.7K | 0.00% | +19+1.3% | Added |
| McIlrath & Eck, LLC | 1,386 | $65.4K | 0.01% | +841+154.3% | Added |
| Global Retirement Partners, LLC | 1,324 | $62.5K | 0.00% | −155−10.5% | Reduced |
| Caitong International Asset Management Co., Ltd | 1,285 | $60.6K | 0.06% | +1,285 | New |
| Quarry LP | 1,281 | $60.4K | 0.01% | −6,901−84.3% | Reduced |
| LRI Investments, LLC | 1,209 | $57.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,207 | $56.9K | 0.00% | −140−10.4% | Reduced |
| Mizuho Bank, Ltd. | 1,130 | $53.3K | 0.01% | +430+61.4% | Added |
| Northwestern Mutual Wealth Management Co | 1,063 | $50.1K | 0.00% | +101+10.5% | Added |
| Lindbrook Capital, LLC | 982 | $46.3K | 0.00% | −22−2.2% | Reduced |
| Bayforest Capital Ltd | 927 | $43.7K | 0.05% | +927 | New |
| IFP Advisors, Inc | 843 | $39.8K | 0.00% | +124+17.2% | Added |
| Assetmark, Inc | 799 | $37.7K | 0.00% | +199+33.2% | Added |
| Bessemer Group Inc | 678 | $32.0K | 0.00% | +357+111.2% | Added |
| Parallel Advisors, LLC | 628 | $29.6K | 0.00% | +1+0.2% | Added |
| Continuum Advisory, LLC | 566 | $26.7K | 0.00% | −39−6.4% | Reduced |
| Versant Capital Management, Inc | 532 | $25.1K | 0.01% | +352+195.6% | Added |
| MAI Capital Management | 525 | $24.7K | 0.00% | +525 | New |
| Harbour Investments, Inc. | 517 | $24.4K | 0.00% | −4−0.8% | Reduced |
| LGT Financial Advisors LLC | 514 | $24.2K | 0.05% | +514 | New |
| WPG Advisers, LLC | 510 | $24.1K | 0.02% | +510 | New |
| Whittier Trust Co of Nevada Inc | 482 | $22.7K | 0.00% | +71+17.3% | Added |
| Geneos Wealth Management Inc. | 458 | $21.6K | 0.00% | −36−7.3% | Reduced |
| Covestor Ltd | 439 | $21.0K | 0.01% | −207−32.0% | Reduced |
| Brown Brothers Harriman & Co | 440 | $20.8K | 0.00% | −144−24.7% | Reduced |
| Whittier Trust Co | 439 | $20.7K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $20.5K | 0.00% | 00.0% | Unchanged |
| Whipplewood Advisors, LLC | 372 | $17.5K | 0.01% | +372 | New |
| Mather Group, LLC. | 309 | $14.6K | 0.00% | +60+24.1% | Added |
| Huntington National Bank | 264 | $12.5K | 0.00% | −41−13.4% | Reduced |
| JFS Wealth Advisors, LLC | 260 | $12.3K | 0.00% | +4+1.6% | Added |
| Exchange Traded Concepts, LLC | 253 | $11.9K | 0.00% | +253 | New |
| Harbor Investment Advisory, LLC | 235 | $11.1K | 0.00% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 210 | $9.91K | 0.00% | −1,824−89.7% | Reduced |
| Meeder Asset Management Inc | 200 | $9.43K | 0.00% | −16−7.4% | Reduced |
| Venturi Wealth Management, LLC | 185 | $8.73K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 178 | $8.40K | 0.01% | −45−20.2% | Reduced |
| Hemington Wealth Management | 176 | $8.00K | 0.00% | +62+54.4% | Added |
| Fortitude Family Office, LLC | 154 | $7.26K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 150 | $7.08K | 0.00% | +150 | New |
| Bruce G. Allen Investments, LLC | 146 | $6.89K | 0.01% | −8−5.2% | Reduced |
| Atala Financial Inc | 145 | $6.84K | 0.00% | +145 | New |
| IAG Wealth Partners, LLC | 144 | $6.79K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 136 | $6.42K | 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 |
| South State Corp. | 93 | $4.39K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.25K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $4.15K | 0.00% | −81−47.9% | Reduced |
| SJS Investment Consulting Inc. | 85 | $4.01K | 0.00% | −13−13.3% | Reduced |
| Cape Investment Advisory, Inc. | 80 | $3.77K | 0.00% | −624−88.6% | Reduced |
| Parkside Financial Bank & Trust | 74 | $3.49K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 73 | $3.44K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.30K | 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 |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |