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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 1,805 | $85.1K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,649 | $85.9K | 0.01% | +1,649 | New |
| Smartleaf Asset Management LLC | 1,879 | $97.1K | 0.01% | +172+10.1% | Added |
| Massmutual Trust Co FSB | 1,878 | $97.8K | 0.00% | +189+11.2% | Added |
| Picton Mahoney Asset Management | 2,000 | $104.0K | 0.00% | +2,000 | New |
| Ronald Blue Trust, Inc. | 2,114 | $110.1K | 0.00% | −345−14.0% | Reduced |
| Sit Investment Associates Inc | 2,450 | $128.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,502 | $130.3K | 0.02% | +2,428+3,281.1% | Added |
| Groupe la Francaise | 2,726 | $145.3K | 0.00% | +847+45.1% | Added |
| Quent Capital, LLC | 2,797 | $145.7K | 0.02% | +59+2.2% | Added |
| Van Eck Associates Corp | 2,898 | $151.0K | 0.00% | +206+7.7% | Added |
| Jones Financial Companies LLLP | 2,927 | $151.2K | 0.00% | +159+5.7% | Added |
| EverSource Wealth Advisors, LLC | 2,904 | $151.3K | 0.01% | +148+5.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,907 | $151.4K | 0.00% | −299−9.3% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,985 | $155.5K | 0.00% | +1,922+180.8% | Added |
| Boston Private Wealth LLC | 3,214 | $167.4K | 0.01% | +3,214 | New |
| Skopos Labs, Inc. | 3,430 | $178.7K | 0.04% | +595+21.0% | Added |
| Siemens Fonds Invest GmbH | 3,513 | $183.0K | 0.01% | +3,513 | New |
| Cornerstone Planning Group LLC | 3,828 | $187.2K | 0.04% | +535+16.2% | Added |
| Ostrum Asset Management | 3,617 | $188.4K | 0.01% | −96−2.6% | Reduced |
| United Capital Financial Advisers, LLC | 3,859 | $201.0K | 0.00% | +3,859 | New |
| NewEdge Wealth, LLC | 3,914 | $203.9K | 0.00% | −1,289−24.8% | Reduced |
| BSW Wealth Partners | 4,021 | $209.5K | 0.03% | +4,021 | New |
| Colonial Trust Co | 4,035 | $210.2K | 0.03% | −243−5.7% | Reduced |
| Wedmont Private Capital | 4,539 | $210.7K | 0.01% | +353+8.4% | Added |
| Independent Advisor Alliance | 4,064 | $211.7K | 0.01% | +4,064 | New |
| Phillips Wealth Planners LLC | 4,574 | $212.3K | 0.22% | −19−0.4% | Reduced |
| Trust Point Inc. | 4,117 | $214.5K | 0.02% | −273−6.2% | Reduced |
| Umb Bank N A | 4,229 | $220.3K | 0.00% | +2,275+116.4% | Added |
| D'Orazio & Associates, Inc. | 4,301 | $224.0K | 0.03% | 00.0% | Unchanged |
| Headlands Technologies LLC | 4,303 | $224.1K | 0.03% | +578+15.5% | Added |
| Snowden Capital Advisors LLC | 4,371 | $227.7K | 0.01% | +4,371 | New |
| TownSquare Capital, LLC | 4,387 | $228.5K | 0.00% | +4,387 | New |
| Belpointe Asset Management LLC | 4,397 | $229.0K | 0.01% | +4,397 | New |
| PDS Planning, Inc | 4,418 | $230.1K | 0.02% | +4,418 | New |
| Commerce Bank | 4,440 | $231.3K | 0.00% | +4,440 | New |
| Wealthfront Advisers LLC | 4,509 | $234.9K | 0.00% | −100−2.2% | Reduced |
| 111 Capital | 4,575 | $238.3K | 0.05% | +4,575 | New |
| V-Square Quantitative Management LLC | 4,582 | $238.7K | 0.03% | +548+13.6% | Added |
| HB Wealth Management, LLC | 4,604 | $239.8K | 0.00% | +111+2.5% | Added |
| Longboard Asset Management, LP | 4,608 | $240.0K | 0.70% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 4,725 | $246.1K | 0.01% | +4,725 | New |
| Centiva Capital, LP | 4,810 | $250.6K | 0.01% | −4,815−50.0% | Reduced |
| Oppenheimer & Co Inc | 4,831 | $251.6K | 0.00% | +4,831 | New |
| Cresset Asset Management, LLC | 4,851 | $252.7K | 0.00% | +4,851 | New |
| Resources Investment Advisors, LLC. | 4,890 | $254.7K | 0.00% | +4,890 | New |
| Forum Financial Management, LP | 4,929 | $256.8K | 0.00% | +525+11.9% | Added |
| Signaturefd, LLC | 4,960 | $258.4K | 0.00% | −41−0.8% | Reduced |
| Advus Financial Partners, LLC | 4,985 | $259.7K | 0.07% | +29+0.6% | Added |
| USA Financial Portformulas Corp | 5,141 | $267.8K | 0.04% | +5,141 | New |
| Fifth Third Bancorp | 5,145 | $268.0K | 0.00% | +299+6.2% | Added |
| Vestcor Inc | 5,183 | $270.0K | 0.01% | +14+0.3% | Added |
| Blair William & Co | 5,192 | $270.4K | 0.00% | +20+0.4% | Added |
| MML Investors Services, LLC | 5,217 | $272.0K | 0.00% | +5,217 | New |
| Rafferty Asset Management, LLC | 5,312 | $276.7K | 0.00% | −1,845−25.8% | Reduced |
| Advisor Group Holdings, Inc. | 5,359 | $279.2K | 0.00% | +925+20.9% | Added |
| Holocene Advisors, LP | 5,467 | $284.8K | 0.00% | −183,967−97.1% | Reduced |
| Coldstream Capital Management Inc | 5,476 | $285.2K | 0.01% | +401+7.9% | Added |
| Avidian Wealth Solutions, LLC | 5,486 | $285.8K | 0.01% | −1,111−16.8% | Reduced |
| Commonwealth Equity Services, LLC | 5,816 | $303.0K | 0.00% | +142+2.5% | Added |
| Meeder Advisory Services, Inc. | 5,953 | $310.1K | 0.02% | +1,329+28.7% | Added |
| Atria Investments LLC | 6,011 | $313.1K | 0.00% | +6,011 | New |
| Quarry LP | 6,021 | $313.6K | 0.08% | +4,740+370.0% | Added |
| Harvest Investment Services, LLC | 6,022 | $313.7K | 0.09% | +6,022 | New |
| Hyperion Capital Advisors LP | 6,061 | $315.7K | 0.17% | 00.0% | Unchanged |
| Mutual Advisors, LLC | 6,367 | $316.3K | 0.01% | +319+5.3% | Added |
| Ashton Thomas Private Wealth, LLC | 6,077 | $316.6K | 0.01% | −52,288−89.6% | Reduced |
| UniSuper Management Pty Ltd | 6,100 | $317.7K | 0.00% | 00.0% | Unchanged |
| Miracle Mile Advisors, LLC | 6,125 | $319.1K | 0.01% | −123−2.0% | Reduced |
| RSM US Wealth Management LLC | 6,180 | $321.9K | 0.00% | −2,548−29.2% | Reduced |
| Panagora Asset Management Inc | 6,316 | $329.0K | 0.00% | +296+4.9% | Added |
| Bayforest Capital Ltd | 6,431 | $335.0K | 0.15% | +5,504+593.7% | Added |
| Pitcairn Co | 6,459 | $336.4K | 0.02% | 00.0% | Unchanged |
| Merit Financial Group, LLC | 6,480 | $337.6K | 0.01% | +6,480 | New |
| Smith Group Asset Management, LLC | 6,520 | $339.6K | 0.03% | +50+0.8% | Added |
| Sherbrooke Park Advisers LLC | 6,531 | $340.2K | 0.16% | +6,531 | New |
| iA Global Asset Management Inc. | 6,752 | $352.0K | 0.01% | −807−10.7% | Reduced |
| LMR Partners LLP | 6,784 | $353.4K | 0.01% | −6,976−50.7% | Reduced |
| Kathmere Capital Management, LLC | 6,787 | $353.5K | 0.03% | +55+0.8% | Added |
| Quadrature Capital Ltd | 6,794 | $353.9K | 0.01% | +6,794 | New |
| Tributary Capital Management, LLC | 6,865 | $357.6K | 0.03% | −2,775−28.8% | Reduced |
| Ascent Group, LLC | 6,874 | $358.1K | 0.02% | +424+6.6% | Added |
| Captrust Financial Advisors | 6,904 | $359.6K | 0.00% | +2,083+43.2% | Added |
| We Are One Seven, LLC | 7,079 | $368.7K | 0.01% | −808−10.2% | Reduced |
| Fiduciary Financial Group, LLC | 8,293 | $379.8K | 0.08% | −849−9.3% | Reduced |
| Toroso Investments, LLC | 7,452 | $388.2K | 0.00% | −2,710−26.7% | Reduced |
| Integrated Quantitative Investments LLC | 7,540 | $392.8K | 0.19% | +7,540 | New |
| Vestmark Advisory Solutions, Inc. | 7,929 | $413.0K | 0.01% | −98−1.2% | Reduced |
| Romano Brothers and Company | 7,975 | $415.4K | 0.05% | −200−2.4% | Reduced |
| Seeds Investor LLC | 8,214 | $427.9K | 0.12% | +302+3.8% | Added |
| Dynamic Technology Lab Private Ltd | 8,419 | $439.0K | 0.06% | +8,419 | New |
| Cambria Investment Management, L.P. | 8,482 | $441.8K | 0.03% | −163−1.9% | Reduced |
| Numerai GP LLC | 8,488 | $442.1K | 0.08% | +8,488 | New |
| Quadrant Capital Group LLC | 8,491 | $442.3K | 0.02% | +6,898+433.0% | Added |
| Rakuten Investment Management, Inc. | 8,646 | $446.7K | 0.00% | +8,646 | New |
| Caxton Associates LLP | 8,762 | $456.4K | 0.02% | +8,762 | New |
| Laurion Capital Management LP | 9,325 | $485.7K | 0.04% | +9,325 | New |
| Ellevest, Inc. | 9,396 | $489.4K | 0.03% | −198−2.1% | Reduced |
| Guggenheim Capital LLC | 9,534 | $496.6K | 0.00% | −130−1.3% | Reduced |
| Bryn Mawr Trust Co | 9,537 | $496.8K | 0.01% | −1,794−15.8% | Reduced |