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
- 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.
| 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, 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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 23,160 | $1.21M | 0.01% | +5,039+27.8% | Added |
| SummitTX Capital, L.P. | 22,957 | $1.20M | 0.05% | +22,957 | New |
| Allstate Corp | 22,745 | $1.18M | 0.03% | +13,615+149.1% | Added |
| Capital Insight Partners, LLC | 22,078 | $1.15M | 0.20% | +1,062+5.1% | Added |
| Mariner, LLC | 22,067 | $1.15M | 0.00% | +2,646+13.6% | Added |
| Avanza Fonder AB | 20,637 | $1.13M | 0.04% | −1,043−4.8% | Reduced |
| Convergence Investment Partners, LLC | 21,633 | $1.13M | 0.31% | +21,633 | New |
| Metis Global Partners, LLC | 21,525 | $1.12M | 0.03% | +323+1.5% | Added |
| FORA Capital, LLC | 20,322 | $1.06M | 0.11% | +20,322 | New |
| United Services Automobile Association | 20,443 | $1.06M | 0.03% | −232−1.1% | Reduced |
| Carolina Wealth Advisors, LLC | 20,203 | $1.05M | 0.57% | +15,031+290.6% | Added |
| The PNC Financial Services Group, Inc. | 19,983 | $1.04M | 0.00% | +4,652+30.3% | Added |
| Gulf International Bank (UK) Ltd | 19,380 | $1.01M | 0.03% | −8,664−30.9% | Reduced |
| Crossmark Global Holdings, Inc. | 19,256 | $1.00M | 0.02% | +80+0.4% | Added |
| EFG Asset Management (North America) Corp. | 19,216 | $1.00M | 0.17% | +19,216 | New |
| Quantbot Technologies LP | 18,689 | $973.5K | 0.03% | −65,390−77.8% | Reduced |
| CWM, LLC | 18,628 | $970.0K | 0.00% | +9,936+114.3% | Added |
| Rodgers Brothers Inc. | 18,500 | $963.7K | 0.13% | 00.0% | Unchanged |
| Harvest Fund Management Co., Ltd | 18,223 | $949.0K | 0.05% | +9,656+112.7% | Added |
| Greenleaf Trust | 17,809 | $927.7K | 0.01% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 17,640 | $918.9K | 0.24% | +12,840+267.5% | Added |
| Entropy Technologies, LP | 17,571 | $915.3K | 0.09% | +17,571 | New |
| Atlas Capital Advisors LLC | 17,349 | $903.7K | 0.11% | +13,120+310.2% | Added |
| Hillsdale Investment Management Inc. | 16,550 | $862.1K | 0.04% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 16,367 | $852.6K | 0.08% | −747−4.4% | Reduced |
| AMG National Trust Bank | 16,266 | $847.3K | 0.02% | −10,245−38.6% | Reduced |
| 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 |
| Qtron Investments LLC | 16,049 | $836.0K | 0.13% | +1,692+11.8% | Added |
| EFG Asset Management (Americas) Corp. | 15,447 | $804.6K | 0.16% | +15,447 | New |
| Maryland State Retirement & Pension System | 14,771 | $769.4K | 0.02% | −2,102−12.5% | Reduced |
| Janney Montgomery Scott LLC | 14,322 | $746.0K | 0.00% | −3,614−20.1% | Reduced |
| Agf Management Ltd | 14,277 | $743.7K | 0.00% | +14,277 | New |
| CIBC World Markets Corp | 14,258 | $742.7K | 0.01% | −83−0.6% | Reduced |
| Creative Planning | 14,238 | $741.7K | 0.00% | +261+1.9% | Added |
| CIBC World Markets Inc. | 14,231 | $741.3K | 0.00% | +6,453+83.0% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,185 | $738.9K | 0.01% | +6,476+84.0% | Added |
| CIBC Asset Management Inc | 14,068 | $732.8K | 0.00% | +769+5.8% | Added |
| Tower Research Capital LLC (TRC) | 14,051 | $731.9K | 0.02% | −10,802−43.5% | Reduced |
| Pathstone Holdings, LLC | 14,033 | $731.2K | 0.00% | +4,285+44.0% | Added |
| FJ Capital Management LLC | 13,648 | $710.9K | 0.07% | +13,648 | New |
| Tokio Marine Asset Management Co Ltd | 13,380 | $697.0K | 0.03% | 00.0% | Unchanged |
| ProShare Advisors LLC | 13,202 | $687.7K | 0.00% | −1,470−10.0% | Reduced |
| Boothbay Fund Management, LLC | 13,166 | $685.8K | 0.02% | +13,166 | New |
| E. Ohman J:or Asset Management AB | 13,000 | $677.2K | 0.02% | −1,700−11.6% | Reduced |
| XTX Topco Ltd | 12,762 | $664.8K | 0.03% | −496−3.7% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 12,465 | $649.3K | 0.03% | −31−0.2% | Reduced |
| NBC Securities, Inc. | 12,468 | $649.0K | 0.06% | +12,457+113,245.5% | Added |
| Morse Asset Management, Inc | 12,200 | $635.5K | 0.16% | +12,200 | New |
| AXS Investments LLC | 12,000 | $625.1K | 0.17% | 00.0% | Unchanged |
| Gsa Capital Partners LLP | 11,883 | $619.0K | 0.06% | −1,370−10.3% | Reduced |
| Quest Partners LLC | 11,834 | $616.4K | 0.07% | −61−0.5% | Reduced |
| CSS LLC | 11,755 | $612.3K | 0.04% | −1,720−12.8% | Reduced |
| Truist Financial Corp | 11,533 | $600.7K | 0.00% | +1,979+20.7% | Added |
| Rothschild Investment LLC | 11,425 | $595.1K | 0.04% | 00.0% | Unchanged |
| Shelton Capital Management | 11,252 | $586.1K | 0.01% | −463−4.0% | Reduced |
| Pinnacle Associates Ltd | 11,250 | $586.0K | 0.01% | −410−3.5% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $585.8K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 10,927 | $569.2K | 0.01% | +66+0.6% | Added |
| Walleye Capital LLC | 10,778 | $561.4K | 0.01% | +10,778 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $554.9K | 0.02% | 00.0% | Unchanged |
| GWN Securities Inc. | 10,330 | $554.6K | 0.03% | +10,330 | New |
| Meiji Yasuda Life Insurance Co | 10,611 | $552.7K | 0.01% | +4,510+73.9% | Added |
| Scientech Research LLC | 10,595 | $551.9K | 0.15% | +10,595 | New |
| Atomi Financial Group, Inc. | 10,591 | $551.7K | 0.03% | +4,014+61.0% | Added |
| US Bancorp | 10,416 | $542.6K | 0.00% | +1,821+21.2% | Added |
| GAMMA Investing LLC | 10,371 | $540.2K | 0.04% | +1,961+23.3% | Added |
| Vontobel Holding Ltd. | 10,141 | $528.2K | 0.00% | −443−4.2% | Reduced |
| Integrated Wealth Concepts LLC | 10,092 | $525.7K | 0.01% | +112+1.1% | Added |
| Advisory Services Network, LLC | 9,916 | $516.5K | 0.01% | −969−8.9% | Reduced |
| Profund Advisors LLC | 9,894 | $515.4K | 0.02% | −5,391−35.3% | Reduced |
| Everence Capital Management Inc | 9,710 | $506.0K | 0.03% | 00.0% | Unchanged |
| Petrus Trust Company, LTA | 9,589 | $499.5K | 0.05% | −4,318−31.0% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,575 | $498.8K | 0.03% | +31+0.3% | Added |
| Bryn Mawr Trust Co | 9,537 | $496.8K | 0.01% | −1,794−15.8% | Reduced |
| Guggenheim Capital LLC | 9,534 | $496.6K | 0.00% | −130−1.3% | Reduced |
| Ellevest, Inc. | 9,396 | $489.4K | 0.03% | −198−2.1% | Reduced |
| Laurion Capital Management LP | 9,325 | $485.7K | 0.04% | +9,325 | New |
| Caxton Associates LLP | 8,762 | $456.4K | 0.02% | +8,762 | New |
| Rakuten Investment Management, Inc. | 8,646 | $446.7K | 0.00% | +8,646 | New |
| Quadrant Capital Group LLC | 8,491 | $442.3K | 0.02% | +6,898+433.0% | Added |
| Numerai GP LLC | 8,488 | $442.1K | 0.08% | +8,488 | New |
| Cambria Investment Management, L.P. | 8,482 | $441.8K | 0.03% | −163−1.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 8,419 | $439.0K | 0.06% | +8,419 | New |
| Seeds Investor LLC | 8,214 | $427.9K | 0.12% | +302+3.8% | Added |
| Romano Brothers and Company | 7,975 | $415.4K | 0.05% | −200−2.4% | Reduced |
| Vestmark Advisory Solutions, Inc. | 7,929 | $413.0K | 0.01% | −98−1.2% | Reduced |
| Integrated Quantitative Investments LLC | 7,540 | $392.8K | 0.19% | +7,540 | New |
| Toroso Investments, LLC | 7,452 | $388.2K | 0.00% | −2,710−26.7% | Reduced |
| Fiduciary Financial Group, LLC | 8,293 | $379.8K | 0.08% | −849−9.3% | Reduced |
| We Are One Seven, LLC | 7,079 | $368.7K | 0.01% | −808−10.2% | Reduced |
| Captrust Financial Advisors | 6,904 | $359.6K | 0.00% | +2,083+43.2% | Added |
| Ascent Group, LLC | 6,874 | $358.1K | 0.02% | +424+6.6% | Added |
| Tributary Capital Management, LLC | 6,865 | $357.6K | 0.03% | −2,775−28.8% | Reduced |
| Quadrature Capital Ltd | 6,794 | $353.9K | 0.01% | +6,794 | New |
| Kathmere Capital Management, LLC | 6,787 | $353.5K | 0.03% | +55+0.8% | Added |
| LMR Partners LLP | 6,784 | $353.4K | 0.01% | −6,976−50.7% | Reduced |
| iA Global Asset Management Inc. | 6,752 | $352.0K | 0.01% | −807−10.7% | Reduced |
| Sherbrooke Park Advisers LLC | 6,531 | $340.2K | 0.16% | +6,531 | New |
| Smith Group Asset Management, LLC | 6,520 | $339.6K | 0.03% | +50+0.8% | Added |