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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 9,575 | $498.8K | 0.03% | +31+0.3% | Added |
| Petrus Trust Company, LTA | 9,589 | $499.5K | 0.05% | −4,318−31.0% | Reduced |
| Everence Capital Management Inc | 9,710 | $506.0K | 0.03% | 00.0% | Unchanged |
| Profund Advisors LLC | 9,894 | $515.4K | 0.02% | −5,391−35.3% | Reduced |
| Advisory Services Network, LLC | 9,916 | $516.5K | 0.01% | −969−8.9% | Reduced |
| Integrated Wealth Concepts LLC | 10,092 | $525.7K | 0.01% | +112+1.1% | Added |
| Vontobel Holding Ltd. | 10,141 | $528.2K | 0.00% | −443−4.2% | Reduced |
| GAMMA Investing LLC | 10,371 | $540.2K | 0.04% | +1,961+23.3% | Added |
| US Bancorp | 10,416 | $542.6K | 0.00% | +1,821+21.2% | Added |
| Atomi Financial Group, Inc. | 10,591 | $551.7K | 0.03% | +4,014+61.0% | Added |
| Scientech Research LLC | 10,595 | $551.9K | 0.15% | +10,595 | New |
| Meiji Yasuda Life Insurance Co | 10,611 | $552.7K | 0.01% | +4,510+73.9% | Added |
| GWN Securities Inc. | 10,330 | $554.6K | 0.03% | +10,330 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $554.9K | 0.02% | 00.0% | Unchanged |
| Walleye Capital LLC | 10,778 | $561.4K | 0.01% | +10,778 | New |
| Equitable Holdings, Inc. | 10,927 | $569.2K | 0.01% | +66+0.6% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $585.8K | 0.02% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 11,250 | $586.0K | 0.01% | −410−3.5% | Reduced |
| Shelton Capital Management | 11,252 | $586.1K | 0.01% | −463−4.0% | Reduced |
| Rothschild Investment LLC | 11,425 | $595.1K | 0.04% | 00.0% | Unchanged |
| Truist Financial Corp | 11,533 | $600.7K | 0.00% | +1,979+20.7% | Added |
| CSS LLC | 11,755 | $612.3K | 0.04% | −1,720−12.8% | Reduced |
| Quest Partners LLC | 11,834 | $616.4K | 0.07% | −61−0.5% | Reduced |
| Gsa Capital Partners LLP | 11,883 | $619.0K | 0.06% | −1,370−10.3% | Reduced |
| AXS Investments LLC | 12,000 | $625.1K | 0.17% | 00.0% | Unchanged |
| Morse Asset Management, Inc | 12,200 | $635.5K | 0.16% | +12,200 | New |
| NBC Securities, Inc. | 12,468 | $649.0K | 0.06% | +12,457+113,245.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,465 | $649.3K | 0.03% | −31−0.2% | Reduced |
| XTX Topco Ltd | 12,762 | $664.8K | 0.03% | −496−3.7% | Reduced |
| E. Ohman J:or Asset Management AB | 13,000 | $677.2K | 0.02% | −1,700−11.6% | Reduced |
| Boothbay Fund Management, LLC | 13,166 | $685.8K | 0.02% | +13,166 | New |
| ProShare Advisors LLC | 13,202 | $687.7K | 0.00% | −1,470−10.0% | Reduced |
| Tokio Marine Asset Management Co Ltd | 13,380 | $697.0K | 0.03% | 00.0% | Unchanged |
| FJ Capital Management LLC | 13,648 | $710.9K | 0.07% | +13,648 | New |
| Pathstone Holdings, LLC | 14,033 | $731.2K | 0.00% | +4,285+44.0% | Added |
| Tower Research Capital LLC (TRC) | 14,051 | $731.9K | 0.02% | −10,802−43.5% | Reduced |
| CIBC Asset Management Inc | 14,068 | $732.8K | 0.00% | +769+5.8% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,185 | $738.9K | 0.01% | +6,476+84.0% | Added |
| CIBC World Markets Inc. | 14,231 | $741.3K | 0.00% | +6,453+83.0% | Added |
| Creative Planning | 14,238 | $741.7K | 0.00% | +261+1.9% | Added |
| CIBC World Markets Corp | 14,258 | $742.7K | 0.01% | −83−0.6% | Reduced |
| Agf Management Ltd | 14,277 | $743.7K | 0.00% | +14,277 | New |
| Janney Montgomery Scott LLC | 14,322 | $746.0K | 0.00% | −3,614−20.1% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $769.4K | 0.02% | −2,102−12.5% | Reduced |
| EFG Asset Management (Americas) Corp. | 15,447 | $804.6K | 0.16% | +15,447 | New |
| Qtron Investments LLC | 16,049 | $836.0K | 0.13% | +1,692+11.8% | Added |
| Brinker Capital Investments, LLC | 16,092 | $838.3K | 0.01% | −287−1.8% | Reduced |
| Orion Portfolio Solutions, LLC | 16,092 | $838.3K | 0.01% | −287−1.8% | Reduced |
| AMG National Trust Bank | 16,266 | $847.3K | 0.02% | −10,245−38.6% | Reduced |
| Anchor Investment Management, LLC | 16,367 | $852.6K | 0.08% | −747−4.4% | Reduced |
| Hillsdale Investment Management Inc. | 16,550 | $862.1K | 0.04% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 17,349 | $903.7K | 0.11% | +13,120+310.2% | Added |
| Entropy Technologies, LP | 17,571 | $915.3K | 0.09% | +17,571 | New |
| Catalyst Funds Management Pty Ltd | 17,640 | $918.9K | 0.24% | +12,840+267.5% | Added |
| Greenleaf Trust | 17,809 | $927.7K | 0.01% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 18,223 | $949.0K | 0.05% | +9,656+112.7% | Added |
| Rodgers Brothers Inc. | 18,500 | $963.7K | 0.13% | 00.0% | Unchanged |
| CWM, LLC | 18,628 | $970.0K | 0.00% | +9,936+114.3% | Added |
| Quantbot Technologies LP | 18,689 | $973.5K | 0.03% | −65,390−77.8% | Reduced |
| EFG Asset Management (North America) Corp. | 19,216 | $1.00M | 0.17% | +19,216 | New |
| Crossmark Global Holdings, Inc. | 19,256 | $1.00M | 0.02% | +80+0.4% | Added |
| Gulf International Bank (UK) Ltd | 19,380 | $1.01M | 0.03% | −8,664−30.9% | Reduced |
| The PNC Financial Services Group, Inc. | 19,983 | $1.04M | 0.00% | +4,652+30.3% | Added |
| Carolina Wealth Advisors, LLC | 20,203 | $1.05M | 0.57% | +15,031+290.6% | Added |
| United Services Automobile Association | 20,443 | $1.06M | 0.03% | −232−1.1% | Reduced |
| FORA Capital, LLC | 20,322 | $1.06M | 0.11% | +20,322 | New |
| Metis Global Partners, LLC | 21,525 | $1.12M | 0.03% | +323+1.5% | Added |
| Convergence Investment Partners, LLC | 21,633 | $1.13M | 0.31% | +21,633 | New |
| Avanza Fonder AB | 20,637 | $1.13M | 0.04% | −1,043−4.8% | Reduced |
| Mariner, LLC | 22,067 | $1.15M | 0.00% | +2,646+13.6% | Added |
| Capital Insight Partners, LLC | 22,078 | $1.15M | 0.20% | +1,062+5.1% | Added |
| Allstate Corp | 22,745 | $1.18M | 0.03% | +13,615+149.1% | Added |
| SummitTX Capital, L.P. | 22,957 | $1.20M | 0.05% | +22,957 | New |
| Avantax Advisory Services, Inc. | 23,160 | $1.21M | 0.01% | +5,039+27.8% | Added |
| Gabelli Funds LLC | 23,500 | $1.22M | 0.01% | 00.0% | Unchanged |
| Securian Asset Management, Inc | 23,536 | $1.23M | 0.04% | −151−0.6% | Reduced |
| Highland Capital Management, LLC | 23,722 | $1.24M | 0.07% | +23,722 | New |
| Qube Research & Technologies Ltd | 23,737 | $1.24M | 0.00% | −761,151−97.0% | Reduced |
| Hennessy Advisors Inc | 24,000 | $1.25M | 0.04% | +4,000+20.0% | Added |
| Prelude Capital Management, LLC | 24,636 | $1.28M | 0.13% | +11,521+87.8% | Added |
| Stifel Financial Corp | 25,115 | $1.31M | 0.00% | +5,545+28.3% | Added |
| Redwood Investment Management, LLC | 25,239 | $1.31M | 0.14% | −5,025−16.6% | Reduced |
| Engineers Gate Manager LP | 25,340 | $1.32M | 0.02% | +11,293+80.4% | Added |
| Jain Global LLC | 26,367 | $1.37M | 0.03% | +10,828+69.7% | Added |
| Tredje AP-fonden | 26,411 | $1.38M | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26,427 | $1.38M | 0.02% | −1,874−6.6% | Reduced |
| Aigen Investment Management, LP | 26,468 | $1.38M | 0.22% | +1,853+7.5% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.40M | 0.01% | 00.0% | Unchanged |
| Westbourne Investments, Inc. | 27,030 | $1.41M | 0.85% | −14,225−34.5% | Reduced |
| Graham Capital Management, L.P. | 27,626 | $1.44M | 0.05% | −136,325−83.1% | Reduced |
| Janus Henderson Group PLC | 27,958 | $1.44M | 0.00% | +4,430+18.8% | Added |
| Ontario Teachers Pension Plan Board | 28,070 | $1.46M | 0.02% | +12,819+84.1% | Added |
| HighTower Advisors, LLC | 28,193 | $1.47M | 0.00% | +5,987+27.0% | Added |
| Unigestion Holding SA | 28,207 | $1.47M | 0.09% | +11,513+69.0% | Added |
| Concentric Capital Strategies, LP | 28,407 | $1.48M | 0.15% | −10,795−27.5% | Reduced |
| STRS Ohio | 30,445 | $1.59M | 0.01% | −7,456−19.7% | Reduced |
| Ritholtz Wealth Management | 30,791 | $1.60M | 0.05% | +1,938+6.7% | Added |
| Integrated Advisors Network LLC | 30,931 | $1.61M | 0.08% | +909+3.0% | Added |
| Pacer Advisors, Inc. | 30,963 | $1.61M | 0.00% | −59,522−65.8% | Reduced |
| Intech Investment Management LLC | 31,486 | $1.64M | 0.02% | −41,055−56.6% | Reduced |