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 |
|---|---|---|---|---|---|
| Merit Financial Group, LLC | 6,480 | $337.6K | 0.01% | +6,480 | New |
| Pitcairn Co | 6,459 | $336.4K | 0.02% | 00.0% | Unchanged |
| Bayforest Capital Ltd | 6,431 | $335.0K | 0.15% | +5,504+593.7% | Added |
| Panagora Asset Management Inc | 6,316 | $329.0K | 0.00% | +296+4.9% | Added |
| RSM US Wealth Management LLC | 6,180 | $321.9K | 0.00% | −2,548−29.2% | Reduced |
| Miracle Mile Advisors, LLC | 6,125 | $319.1K | 0.01% | −123−2.0% | Reduced |
| UniSuper Management Pty Ltd | 6,100 | $317.7K | 0.00% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,077 | $316.6K | 0.01% | −52,288−89.6% | Reduced |
| Mutual Advisors, LLC | 6,367 | $316.3K | 0.01% | +319+5.3% | Added |
| Hyperion Capital Advisors LP | 6,061 | $315.7K | 0.17% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 6,022 | $313.7K | 0.09% | +6,022 | New |
| Quarry LP | 6,021 | $313.6K | 0.08% | +4,740+370.0% | Added |
| Atria Investments LLC | 6,011 | $313.1K | 0.00% | +6,011 | New |
| Meeder Advisory Services, Inc. | 5,953 | $310.1K | 0.02% | +1,329+28.7% | Added |
| Commonwealth Equity Services, LLC | 5,816 | $303.0K | 0.00% | +142+2.5% | Added |
| Avidian Wealth Solutions, LLC | 5,486 | $285.8K | 0.01% | −1,111−16.8% | Reduced |
| Coldstream Capital Management Inc | 5,476 | $285.2K | 0.01% | +401+7.9% | Added |
| Holocene Advisors, LP | 5,467 | $284.8K | 0.00% | −183,967−97.1% | Reduced |
| Advisor Group Holdings, Inc. | 5,359 | $279.2K | 0.00% | +925+20.9% | Added |
| Rafferty Asset Management, LLC | 5,312 | $276.7K | 0.00% | −1,845−25.8% | Reduced |
| MML Investors Services, LLC | 5,217 | $272.0K | 0.00% | +5,217 | New |
| Blair William & Co | 5,192 | $270.4K | 0.00% | +20+0.4% | Added |
| Vestcor Inc | 5,183 | $270.0K | 0.01% | +14+0.3% | Added |
| Fifth Third Bancorp | 5,145 | $268.0K | 0.00% | +299+6.2% | Added |
| USA Financial Portformulas Corp | 5,141 | $267.8K | 0.04% | +5,141 | New |
| Signaturefd, LLC | 4,960 | $258.4K | 0.00% | −41−0.8% | Reduced |
| Forum Financial Management, LP | 4,929 | $256.8K | 0.00% | +525+11.9% | Added |
| Resources Investment Advisors, LLC. | 4,890 | $254.7K | 0.00% | +4,890 | New |
| Cresset Asset Management, LLC | 4,851 | $252.7K | 0.00% | +4,851 | New |
| Oppenheimer & Co Inc | 4,831 | $251.6K | 0.00% | +4,831 | New |
| Centiva Capital, LP | 4,810 | $250.6K | 0.01% | −4,815−50.0% | Reduced |
| Abn Amro Investment Solutions | 4,725 | $246.1K | 0.01% | +4,725 | New |
| Longboard Asset Management, LP | 4,608 | $240.0K | 0.70% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 4,604 | $239.8K | 0.00% | +111+2.5% | Added |
| V-Square Quantitative Management LLC | 4,582 | $238.7K | 0.03% | +548+13.6% | Added |
| 111 Capital | 4,575 | $238.3K | 0.05% | +4,575 | New |
| Wealthfront Advisers LLC | 4,509 | $234.9K | 0.00% | −100−2.2% | Reduced |
| Commerce Bank | 4,440 | $231.3K | 0.00% | +4,440 | New |
| PDS Planning, Inc | 4,418 | $230.1K | 0.02% | +4,418 | New |
| Belpointe Asset Management LLC | 4,397 | $229.0K | 0.01% | +4,397 | New |
| TownSquare Capital, LLC | 4,387 | $228.5K | 0.00% | +4,387 | New |
| Snowden Capital Advisors LLC | 4,371 | $227.7K | 0.01% | +4,371 | New |
| Headlands Technologies LLC | 4,303 | $224.1K | 0.03% | +578+15.5% | Added |
| D'Orazio & Associates, Inc. | 4,301 | $224.0K | 0.03% | 00.0% | Unchanged |
| Umb Bank N A | 4,229 | $220.3K | 0.00% | +2,275+116.4% | Added |
| Trust Point Inc. | 4,117 | $214.5K | 0.02% | −273−6.2% | Reduced |
| Phillips Wealth Planners LLC | 4,574 | $212.3K | 0.22% | −19−0.4% | Reduced |
| Independent Advisor Alliance | 4,064 | $211.7K | 0.01% | +4,064 | New |
| Wedmont Private Capital | 4,539 | $210.7K | 0.01% | +353+8.4% | Added |
| Colonial Trust Co | 4,035 | $210.2K | 0.03% | −243−5.7% | Reduced |
| BSW Wealth Partners | 4,021 | $209.5K | 0.03% | +4,021 | New |
| NewEdge Wealth, LLC | 3,914 | $203.9K | 0.00% | −1,289−24.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,859 | $201.0K | 0.00% | +3,859 | New |
| Ostrum Asset Management | 3,617 | $188.4K | 0.01% | −96−2.6% | Reduced |
| Cornerstone Planning Group LLC | 3,828 | $187.2K | 0.04% | +535+16.2% | Added |
| Siemens Fonds Invest GmbH | 3,513 | $183.0K | 0.01% | +3,513 | New |
| Skopos Labs, Inc. | 3,430 | $178.7K | 0.04% | +595+21.0% | Added |
| Boston Private Wealth LLC | 3,214 | $167.4K | 0.01% | +3,214 | New |
| Northwestern Mutual Wealth Management Co | 2,985 | $155.5K | 0.00% | +1,922+180.8% | Added |
| Steward Partners Investment Advisory, LLC | 2,907 | $151.4K | 0.00% | −299−9.3% | Reduced |
| EverSource Wealth Advisors, LLC | 2,904 | $151.3K | 0.01% | +148+5.4% | Added |
| Jones Financial Companies LLLP | 2,927 | $151.2K | 0.00% | +159+5.7% | Added |
| Van Eck Associates Corp | 2,898 | $151.0K | 0.00% | +206+7.7% | Added |
| Quent Capital, LLC | 2,797 | $145.7K | 0.02% | +59+2.2% | Added |
| Groupe la Francaise | 2,726 | $145.3K | 0.00% | +847+45.1% | Added |
| Parkside Financial Bank & Trust | 2,502 | $130.3K | 0.02% | +2,428+3,281.1% | Added |
| Sit Investment Associates Inc | 2,450 | $128.0K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 2,114 | $110.1K | 0.00% | −345−14.0% | Reduced |
| Picton Mahoney Asset Management | 2,000 | $104.0K | 0.00% | +2,000 | New |
| Massmutual Trust Co FSB | 1,878 | $97.8K | 0.00% | +189+11.2% | Added |
| Smartleaf Asset Management LLC | 1,879 | $97.1K | 0.01% | +172+10.1% | Added |
| Zions Bancorporation, National Association | 1,649 | $85.9K | 0.01% | +1,649 | New |
| Principal Securities, Inc. | 1,805 | $85.1K | 0.00% | 00.0% | Unchanged |
| Wayfinding Financial, LLC | 1,545 | $80.0K | 0.04% | +1,545 | New |
| McIlrath & Eck, LLC | 1,386 | $72.2K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,300 | $67.7K | 0.03% | −260−16.7% | Reduced |
| Simplex Trading, LLC | 1,288 | $67.0K | 0.00% | +1,288 | New |
| LRI Investments, LLC | 1,209 | $63.0K | 0.01% | 00.0% | Unchanged |
| Farther Finance Advisors, LLC | 1,160 | $60.6K | 0.00% | −47−3.9% | Reduced |
| Sterling Capital Management LLC | 1,048 | $54.6K | 0.00% | −4,056−79.5% | Reduced |
| Lindbrook Capital, LLC | 982 | $51.2K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 972 | $50.6K | 0.00% | +129+15.3% | Added |
| Advisors Asset Management, Inc. | 912 | $47.5K | 0.00% | −1,666−64.6% | Reduced |
| Geneos Wealth Management Inc. | 882 | $45.9K | 0.00% | +424+92.6% | Added |
| Bessemer Group Inc | 850 | $44.0K | 0.00% | +172+25.4% | Added |
| SRS Capital Advisors, Inc. | 790 | $41.2K | 0.00% | −687−46.5% | Reduced |
| Optiver Holding B.V. | 680 | $35.4K | 0.00% | +662+3,677.8% | Added |
| Versant Capital Management, Inc | 659 | $34.3K | 0.01% | +127+23.9% | Added |
| Orion Capital Management LLC | 630 | $32.8K | 0.01% | +630 | New |
| Parallel Advisors, LLC | 614 | $32.0K | 0.00% | −14−2.2% | Reduced |
| Assetmark, Inc | 600 | $31.3K | 0.00% | −199−24.9% | Reduced |
| MAI Capital Management | 572 | $29.8K | 0.00% | +47+9.0% | Added |
| Harbour Investments, Inc. | 544 | $28.3K | 0.00% | +27+5.2% | Added |
| Whittier Trust Co of Nevada Inc | 543 | $28.3K | 0.00% | +61+12.7% | Added |
| WPG Advisers, LLC | 519 | $27.0K | 0.03% | +9+1.8% | Added |
| Walleye Trading LLC | 506 | $26.4K | 0.00% | +506 | New |
| MV Capital Management, Inc. | 496 | $25.8K | 0.00% | +496 | New |
| Covestor Ltd | 490 | $25.0K | 0.02% | +51+11.6% | Added |
| Contravisory Investment Management, Inc. | 470 | $24.5K | 0.01% | +470 | New |
| South State Corp. | 469 | $24.4K | 0.00% | +376+404.3% | Added |