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, Q1 2025
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2025. 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
- 574
- +47 vs. Q4 2024
- Shares held
- 298.3M
- −1.18M (−0.4%) vs. Q4 2024
- Total value
- $15.5B
- +$1.39B (+9.9%) vs. Q4 2024
- New holders
- 98
- 215 more added
- Sold out
- 51
- 193 more reduced
6 institutions that held it in Q4 2024 haven't filed for Q1 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2024.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| TFC Financial Management | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| Creative Financial Designs Inc | 5 | $260 | 0.00% | +5 | New |
| ROSS\JOHNSON & Associates LLC | 7 | $364 | 0.01% | +7 | New |
| Principia Wealth Advisory, LLC | 8 | $397 | 0.00% | +2+33.3% | Added |
| Parkworth Wealth Management, Inc. | 10 | $521 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $521 | 0.00% | +10 | New |
| CoreCap Advisors, LLC | 11 | $573 | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 11 | $573 | 0.00% | +11 | New |
| Bay Harbor Wealth Management, LLC | 12 | $625 | 0.00% | +12 | New |
| Riggs Asset Managment Co. Inc. | 12 | $626 | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 14 | $729 | 0.00% | +14 | New |
| Garde Capital, Inc. | 15 | $782 | 0.00% | +15 | New |
| Cromwell Holdings LLC | 16 | $833 | 0.00% | +16 | New |
| Halbert Hargrove Global Advisors, LLC | 16 | $834 | 0.00% | +16 | New |
| SBI Securities Co., Ltd. | 17 | $886 | 0.00% | −6−26.1% | Reduced |
| Bare Financial Services, Inc | 17 | $886 | 0.00% | +17 | New |
| Vermillion & White Wealth Management Group, LLC | 18 | $938 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $938 | 0.00% | +18 | New |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Glen Eagle Advisors, LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| WealthTrak Capital Management LLC | 20 | $1.04K | 0.00% | +5+33.3% | Added |
| Hughes Financial Services, LLC | 23 | $1.20K | 0.00% | +23 | New |
| Hexagon Capital Partners LLC | 28 | $1.46K | 0.00% | −1−3.4% | Reduced |
| Private Wealth Asset Management, LLC | 30 | $1.56K | 0.00% | +30 | New |
| Beaird Harris Wealth Management, LLC | 37 | $1.93K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $1.98K | 0.00% | +38 | New |
| AdvisorNet Financial, Inc | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| First Horizon Advisors, Inc. | 46 | $2.40K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 54 | $2.81K | 0.00% | +54 | New |
| Bokf, NA | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 56 | $2.93K | 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 |
| Allworth Financial LP | 62 | $3.10K | 0.00% | +7+12.7% | Added |
| CIBC Private Wealth Group, LLC | 71 | $3.12K | 0.00% | +71 | New |
| DiNuzzo Private Wealth, Inc. | 63 | $3.28K | 0.00% | −1−1.6% | Reduced |
| Westend Capital Management, LLC | 64 | $3.33K | 0.00% | 00.0% | Unchanged |
| Rakuten Securities, Inc. | 67 | $3.49K | 0.00% | +67 | New |
| Salem Investment Counselors Inc | 67 | $3.49K | 0.00% | +67 | New |
| Sachetta, LLC | 70 | $3.65K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 80 | $4.17K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $4.22K | 0.00% | +67+478.6% | Added |
| SJS Investment Consulting Inc. | 85 | $4.43K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 87 | $4.52K | 0.00% | +87 | New |
| Bell Investment Advisors, Inc | 88 | $4.58K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $4.88K | 0.00% | −50−34.7% | Reduced |
| Global Financial Private Client, LLC | 96 | $5.00K | 0.00% | +46+92.0% | Added |
| Colonial Trust Advisors | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.21K | 0.00% | +93+1,328.6% | Added |
| Saudi Central Bank | 123 | $6.41K | 0.03% | +123 | New |
| Trust Co of Vermont | 127 | $6.62K | 0.00% | −9−6.6% | Reduced |
| Bruce G. Allen Investments, LLC | 142 | $7.40K | 0.01% | −4−2.7% | Reduced |
| Atala Financial Inc | 145 | $7.55K | 0.01% | 00.0% | Unchanged |
| High Note Wealth, LLC | 150 | $7.81K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 154 | $8.02K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 161 | $8.39K | 0.00% | −103−39.0% | Reduced |
| Continuum Advisory, LLC | 176 | $9.17K | 0.00% | −390−68.9% | Reduced |
| WealthCollab, LLC | 178 | $9.27K | 0.01% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 203 | $10.6K | 0.00% | +103+103.0% | Added |
| Atlantic Trust, LLC | 217 | $11.3K | 0.00% | +217 | New |
| Hantz Financial Services, Inc. | 221 | $12.0K | 0.00% | +221 | New |
| Harbor Investment Advisory, LLC | 235 | $12.2K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 260 | $13.5K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 277 | $14.4K | 0.00% | −32−10.4% | Reduced |
| NewSquare Capital LLC | 296 | $15.4K | 0.00% | +250+543.5% | Added |
| Hemington Wealth Management | 309 | $16.0K | 0.00% | +133+75.6% | Added |
| Whipplewood Advisors, LLC | 338 | $19.0K | 0.01% | −34−9.1% | Reduced |
| Meeder Asset Management Inc | 383 | $19.9K | 0.00% | +183+91.5% | Added |
| Private Trust Co NA | 435 | $22.7K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 439 | $22.9K | 0.00% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 440 | $22.9K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 469 | $24.4K | 0.00% | +376+404.3% | Added |
| Contravisory Investment Management, Inc. | 470 | $24.5K | 0.01% | +470 | New |
| Covestor Ltd | 490 | $25.0K | 0.02% | +51+11.6% | Added |
| MV Capital Management, Inc. | 496 | $25.8K | 0.00% | +496 | New |
| Walleye Trading LLC | 506 | $26.4K | 0.00% | +506 | New |
| WPG Advisers, LLC | 519 | $27.0K | 0.03% | +9+1.8% | Added |
| Whittier Trust Co of Nevada Inc | 543 | $28.3K | 0.00% | +61+12.7% | Added |
| Harbour Investments, Inc. | 544 | $28.3K | 0.00% | +27+5.2% | Added |
| MAI Capital Management | 572 | $29.8K | 0.00% | +47+9.0% | Added |
| Assetmark, Inc | 600 | $31.3K | 0.00% | −199−24.9% | Reduced |
| Parallel Advisors, LLC | 614 | $32.0K | 0.00% | −14−2.2% | Reduced |
| Orion Capital Management LLC | 630 | $32.8K | 0.01% | +630 | New |
| Versant Capital Management, Inc | 659 | $34.3K | 0.01% | +127+23.9% | Added |
| Optiver Holding B.V. | 680 | $35.4K | 0.00% | +662+3,677.8% | Added |
| SRS Capital Advisors, Inc. | 790 | $41.2K | 0.00% | −687−46.5% | Reduced |
| Bessemer Group Inc | 850 | $44.0K | 0.00% | +172+25.4% | Added |
| Geneos Wealth Management Inc. | 882 | $45.9K | 0.00% | +424+92.6% | Added |
| Advisors Asset Management, Inc. | 912 | $47.5K | 0.00% | −1,666−64.6% | Reduced |
| IFP Advisors, Inc | 972 | $50.6K | 0.00% | +129+15.3% | Added |
| Lindbrook Capital, LLC | 982 | $51.2K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 1,048 | $54.6K | 0.00% | −4,056−79.5% | Reduced |
| Farther Finance Advisors, LLC | 1,160 | $60.6K | 0.00% | −47−3.9% | Reduced |
| LRI Investments, LLC | 1,209 | $63.0K | 0.01% | 00.0% | Unchanged |
| Simplex Trading, LLC | 1,288 | $67.0K | 0.00% | +1,288 | New |
| Rise Advisors, LLC | 1,300 | $67.7K | 0.03% | −260−16.7% | Reduced |
| McIlrath & Eck, LLC | 1,386 | $72.2K | 0.01% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,545 | $80.0K | 0.04% | +1,545 | New |