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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.

Other share classesEQH.PAEQH.PC

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
573
+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
214 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.

Institutional holdersQ1 2025: 573 institutions
Q1 2021: 366 institutionsQ2 2021: 384 institutionsQ3 2021: 375 institutionsQ4 2021: 397 institutionsQ1 2022: 398 institutionsQ2 2022: 395 institutionsQ3 2022: 388 institutionsQ4 2022: 413 institutionsQ1 2023: 393 institutionsQ2 2023: 380 institutionsQ3 2023: 387 institutionsQ4 2023: 424 institutionsQ1 2024: 447 institutionsQ2 2024: 490 institutionsQ3 2024: 503 institutionsQ4 2024: 532 institutionsQ1 2025: 573 institutionsQ2 2025: 580 institutionsQ3 2025: 562 institutionsQ4 2025: 552 institutionsQ1 2026: 543 institutionsQ2 2026: 484 institutions
Value heldQ1 2025: $15.5B
Q1 2021: $13.4BQ2 2021: $12.6BQ3 2021: $11.9BQ4 2021: $12.6BQ1 2022: $11.6BQ2 2022: $9.61BQ3 2022: $9.69BQ4 2022: $10.4BQ1 2023: $8.93BQ2 2023: $9.35BQ3 2023: $9.46BQ4 2023: $11.0BQ1 2024: $11.9BQ2 2024: $12.5BQ3 2024: $12.6BQ4 2024: $14.2BQ1 2025: $15.5BQ2 2025: $16.6BQ3 2025: $13.9BQ4 2025: $13.4BQ1 2026: $9.73BQ2 2026: $11.6B
Institutions holding EQH and their total value by quarter
QuarterHoldersValue
Q2 2026484$11.6B
Q1 2026543$9.73B
Q4 2025552$13.4B
Q3 2025562$13.9B
Q2 2025580$16.6B
Q1 2025573$15.5B
Q4 2024532$14.2B
Q3 2024503$12.6B
Q2 2024490$12.5B
Q1 2024447$11.9B
Q4 2023424$11.0B
Q3 2023387$9.46B
Q2 2023380$9.35B
Q1 2023393$8.93B
Q4 2022413$10.4B
Q3 2022388$9.69B
Q2 2022395$9.61B
Q1 2022398$11.6B
Q4 2021397$12.6B
Q3 2021375$11.9B
Q2 2021384$12.6B
Q1 2021366$13.4B

Institutions, Q1 2025

Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2024.

Institutions holding EQH in Q1 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Campbell & CO Investment Adviser LLC0$00.00%−10,467−100.0%Sold out
Quinn Opportunity Partners LLC0$00.00%−7,776−100.0%Sold out
Axq Capital, LP0$00.00%−7,650−100.0%Sold out
Bleakley Financial Group, LLC0$00.00%−7,236−100.0%Sold out
Savant Capital, LLC0$00.00%−6,537−100.0%Sold out
R Squared Ltd0$00.00%−6,520−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−5,781−100.0%Sold out
American Trust0$00.00%−4,716−100.0%Sold out
Aspiriant, LLC0$00.00%−4,547−100.0%Sold out
Virtus Investment Advisers, Inc.0$00.00%−2,600−100.0%Sold out
Gen-Wealth Partners Inc0$00.00%−2,100−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−1,285−100.0%Sold out
Mizuho Bank, Ltd.0$00.00%−1,130−100.0%Sold out
LGT Financial Advisors LLC0$00.00%−514−100.0%Sold out
Exchange Traded Concepts, LLC0$00.00%−253−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−210−100.0%Sold out
Venturi Wealth Management, LLC0$00.00%−185−100.0%Sold out
TD Private Client Wealth LLC0$00.00%−73−100.0%Sold out
Decker Retirement Planning Inc.0$00.00%−54−100.0%Sold out
FLP Wealth Management, LLC0$00.00%−48−100.0%Sold out
Annis Gardner Whiting Capital Advisors, LLC0$00.00%−43−100.0%Sold out
Riverview Trust Co0$00.00%−21−100.0%Sold out
HHM Wealth Advisors, LLC0$00.00%−5−100.0%Sold out
Raleigh Capital Management Inc.0$00.00%−5−100.0%Sold out
Nuveen Asset Management, LLC––––Not filed
Swedbank AB––––Not filed
Vise Technologies, Inc.––––Not filed
Zions Bancorporation, N.A.––––Not filed
Global Retirement Partners, LLC––––Not filed
Cassady Schiller Wealth Management, LLC––––Not filed