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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 440 | $22.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 439 | $22.9K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 435 | $22.7K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 383 | $19.9K | 0.00% | +183+91.5% | Added |
| Whipplewood Advisors, LLC | 338 | $19.0K | 0.01% | −34−9.1% | Reduced |
| Hemington Wealth Management | 309 | $16.0K | 0.00% | +133+75.6% | Added |
| NewSquare Capital LLC | 296 | $15.4K | 0.00% | +250+543.5% | Added |
| Mather Group, LLC. | 277 | $14.4K | 0.00% | −32−10.4% | Reduced |
| JFS Wealth Advisors, LLC | 260 | $13.5K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $12.2K | 0.00% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 221 | $12.0K | 0.00% | +221 | New |
| Atlantic Trust, LLC | 217 | $11.3K | 0.00% | +217 | New |
| Farmers & Merchants Investments Inc | 203 | $10.6K | 0.00% | +103+103.0% | Added |
| WealthCollab, LLC | 178 | $9.27K | 0.01% | 00.0% | Unchanged |
| Continuum Advisory, LLC | 176 | $9.17K | 0.00% | −390−68.9% | Reduced |
| Huntington National Bank | 161 | $8.39K | 0.00% | −103−39.0% | Reduced |
| Fortitude Family Office, LLC | 154 | $8.02K | 0.00% | 00.0% | Unchanged |
| High Note Wealth, LLC | 150 | $7.81K | 0.00% | 00.0% | Unchanged |
| Atala Financial Inc | 145 | $7.55K | 0.01% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 142 | $7.40K | 0.01% | −4−2.7% | Reduced |
| Trust Co of Vermont | 127 | $6.62K | 0.00% | −9−6.6% | Reduced |
| Saudi Central Bank | 123 | $6.41K | 0.03% | +123 | New |
| Colonial Trust Advisors | 100 | $5.21K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 100 | $5.21K | 0.00% | +93+1,328.6% | Added |
| Global Financial Private Client, LLC | 96 | $5.00K | 0.00% | +46+92.0% | Added |
| IAG Wealth Partners, LLC | 94 | $4.88K | 0.00% | −50−34.7% | Reduced |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.69K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $4.58K | 0.00% | 00.0% | Unchanged |
| Washington Trust Advisors, Inc. | 87 | $4.52K | 0.00% | +87 | New |
| SJS Investment Consulting Inc. | 85 | $4.43K | 0.00% | 00.0% | Unchanged |
| True Wealth Design, LLC | 81 | $4.22K | 0.00% | +67+478.6% | Added |
| Cape Investment Advisory, Inc. | 80 | $4.17K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.65K | 0.00% | 00.0% | Unchanged |
| Salem Investment Counselors Inc | 67 | $3.49K | 0.00% | +67 | New |
| Rakuten Securities, Inc. | 67 | $3.49K | 0.00% | +67 | New |
| Westend Capital Management, LLC | 64 | $3.33K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 63 | $3.28K | 0.00% | −1−1.6% | Reduced |
| CIBC Private Wealth Group, LLC | 71 | $3.12K | 0.00% | +71 | New |
| Allworth Financial LP | 62 | $3.10K | 0.00% | +7+12.7% | Added |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 56 | $2.93K | 0.00% | 00.0% | Unchanged |
| Bokf, NA | 55 | $2.87K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 54 | $2.81K | 0.00% | +54 | New |
| First Horizon Advisors, Inc. | 46 | $2.40K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 42 | $2.19K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 38 | $1.98K | 0.00% | +38 | New |
| Beaird Harris Wealth Management, LLC | 37 | $1.93K | 0.00% | 00.0% | Unchanged |
| Private Wealth Asset Management, LLC | 30 | $1.56K | 0.00% | +30 | New |
| Hexagon Capital Partners LLC | 28 | $1.46K | 0.00% | −1−3.4% | Reduced |
| Hughes Financial Services, LLC | 23 | $1.20K | 0.00% | +23 | New |
| WealthTrak Capital Management LLC | 20 | $1.04K | 0.00% | +5+33.3% | Added |
| Glen Eagle Advisors, LLC | 20 | $1.02K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 30 | $1.00K | 0.00% | 00.0% | Unchanged |
| Vermillion & White Wealth Management Group, LLC | 18 | $938 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $938 | 0.00% | +18 | New |
| SBI Securities Co., Ltd. | 17 | $886 | 0.00% | −6−26.1% | Reduced |
| Bare Financial Services, Inc | 17 | $886 | 0.00% | +17 | New |
| Halbert Hargrove Global Advisors, LLC | 16 | $834 | 0.00% | +16 | New |
| Cromwell Holdings LLC | 16 | $833 | 0.00% | +16 | New |
| Garde Capital, Inc. | 15 | $782 | 0.00% | +15 | New |
| CVA Family Office, LLC | 14 | $729 | 0.00% | +14 | New |
| Riggs Asset Managment Co. Inc. | 12 | $626 | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 12 | $625 | 0.00% | +12 | New |
| CoreCap Advisors, LLC | 11 | $573 | 0.00% | +5+83.3% | Added |
| HFM Investment Advisors, LLC | 11 | $573 | 0.00% | +11 | New |
| Parkworth Wealth Management, Inc. | 10 | $521 | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 10 | $521 | 0.00% | +10 | New |
| Principia Wealth Advisory, LLC | 8 | $397 | 0.00% | +2+33.3% | Added |
| ROSS\JOHNSON & Associates LLC | 7 | $364 | 0.01% | +7 | New |
| Creative Financial Designs Inc | 5 | $260 | 0.00% | +5 | New |
| Private Wealth Management Group, LLC | 3 | $157 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $105 | 0.00% | 00.0% | Unchanged |
| Sessa Capital IM, L.P. | 0 | $0 | 0.00% | −2,554,723−100.0% | Sold out |
| Woodline Partners LP | 0 | $0 | 0.00% | −1,348,880−100.0% | Sold out |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −900,918−100.0% | Sold out |
| Bain Capital Public Equity Management II, LLC | 0 | $0 | 0.00% | −702,849−100.0% | Sold out |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −422,373−100.0% | Sold out |
| Interval Partners, LP | 0 | $0 | 0.00% | −349,064−100.0% | Sold out |
| Andra AP-fonden | 0 | $0 | 0.00% | −165,600−100.0% | Sold out |
| Adage Capital Partners GP, L.L.C. | 0 | $0 | 0.00% | −125,000−100.0% | Sold out |
| Bain Capital Public Equity, LP | 0 | $0 | 0.00% | −104,514−100.0% | Sold out |
| Point72 Europe (London) LLP | 0 | $0 | 0.00% | −85,800−100.0% | Sold out |
| MUFG Securities EMEA plc | 0 | $0 | 0.00% | −70,999−100.0% | Sold out |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −67,728−100.0% | Sold out |
| Generali Asset Management SPA SGR | 0 | $0 | 0.00% | −57,008−100.0% | Sold out |
| Nomura Holdings Inc | 0 | $0 | 0.00% | −49,831−100.0% | Sold out |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −38,307−100.0% | Sold out |
| Schonfeld Strategic Advisors LLC | 0 | $0 | 0.00% | −37,642−100.0% | Sold out |
| DRW Securities, LLC | 0 | $0 | 0.00% | −32,700−100.0% | Sold out |
| Crestline Management, LP | 0 | $0 | 0.00% | −31,541−100.0% | Sold out |
| Bridgefront Capital, LLC | 0 | $0 | 0.00% | −27,729−100.0% | Sold out |
| Invst, LLC | 0 | $0 | 0.00% | −24,165−100.0% | Sold out |
| Smith Asset Management Co., LLC | 0 | $0 | 0.00% | −51,443−100.0% | Sold out |
| Soapstone Management L.P. | 0 | $0 | 0.00% | −18,750−100.0% | Sold out |
| Y-Intercept (Hong Kong) Ltd | 0 | $0 | 0.00% | −17,243−100.0% | Sold out |
| Jacobs Levy Equity Management, Inc | 0 | $0 | 0.00% | −15,116−100.0% | Sold out |
| Counterpoint Mutual Funds LLC | 0 | $0 | 0.00% | −14,877−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −13,210−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −13,042−100.0% | Sold out |