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, Q2 2025
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 581
- +15 vs. Q1 2025
- Shares held
- 295.5M
- −2.07M (−0.7%) vs. Q1 2025
- Total value
- $16.6B
- +$1.09B (+7.0%) vs. Q1 2025
- New holders
- 86
- 221 more added
- Sold out
- 71
- 213 more reduced
8 institutions that held it in Q1 2025 haven't filed for Q2 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2025: 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, Q2 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 561 | $31.5K | 0.01% | +480+592.6% | Added |
| Harbour Investments, Inc. | 583 | $32.7K | 0.00% | +39+7.2% | Added |
| Parallel Advisors, LLC | 594 | $33.3K | 0.00% | −20−3.3% | Reduced |
| Orion Capital Management LLC | 630 | $35.3K | 0.01% | 00.0% | Unchanged |
| Versant Capital Management, Inc | 778 | $43.6K | 0.01% | +119+18.1% | Added |
| Optiver Holding B.V. | 789 | $44.3K | 0.00% | +109+16.0% | Added |
| Geneos Wealth Management Inc. | 830 | $46.6K | 0.00% | −52−5.9% | Reduced |
| MAI Capital Management | 938 | $52.6K | 0.00% | +366+64.0% | Added |
| Glenmede Investment Management, LP | 980 | $55.0K | 0.00% | +980 | New |
| Smartleaf Asset Management LLC | 1,072 | $60.0K | 0.01% | −807−42.9% | Reduced |
| LRI Investments, LLC | 1,209 | $67.8K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,286 | $72.1K | 0.03% | −14−1.1% | Reduced |
| Global Retirement Partners, LLC | 1,289 | $72.3K | 0.00% | +1,289 | New |
| Cullen/Frost Bankers, Inc. | 1,300 | $72.9K | 0.00% | +1,300 | New |
| BankPlus Trust Department | 1,335 | $74.9K | 0.02% | +1,335 | New |
| McIlrath & Eck, LLC | 1,343 | $75.3K | 0.01% | −43−3.1% | Reduced |
| Zions Bancorporation, National Association | 1,649 | $92.5K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,784 | $100.1K | 0.00% | −1,120−38.6% | Reduced |
| Massmutual Trust Co FSB | 1,871 | $105.0K | 0.00% | −7−0.4% | Reduced |
| Ronald Blue Trust, Inc. | 2,085 | $117.0K | 0.00% | −29−1.4% | Reduced |
| Bryn Mawr Trust Co | 2,359 | $132.3K | 0.00% | −7,178−75.3% | Reduced |
| Sit Investment Associates Inc | 2,450 | $137.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,503 | $140.4K | 0.02% | +10.0% | Added |
| Hantz Financial Services, Inc. | 2,515 | $141.0K | 0.00% | +2,294+1,038.0% | Added |
| Cornerstone Planning Group LLC | 2,786 | $141.9K | 0.03% | −1,042−27.2% | Reduced |
| Farther Finance Advisors, LLC | 2,532 | $142.0K | 0.00% | +1,372+118.3% | Added |
| Van Eck Associates Corp | 2,596 | $146.0K | 0.00% | −302−10.4% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,816 | $158.0K | 0.00% | −91−3.1% | Reduced |
| Groupe la Francaise | 2,949 | $165.3K | 0.00% | +223+8.2% | Added |
| FIL Ltd | 2,970 | $166.6K | 0.00% | +2,970 | New |
| Principal Securities, Inc. | 2,992 | $167.9K | 0.00% | +1,187+65.8% | Added |
| Ostrum Asset Management | 3,516 | $197.2K | 0.01% | −101−2.8% | Reduced |
| United Capital Financial Advisers, LLC | 3,608 | $202.4K | 0.00% | −251−6.5% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,639 | $204.1K | 0.00% | +654+21.9% | Added |
| USA Financial Portformulas Corp | 3,697 | $207.4K | 0.04% | −1,444−28.1% | Reduced |
| Sequoia Financial Advisors, LLC | 3,898 | $218.7K | 0.00% | +3,898 | New |
| IFP Advisors, Inc | 1,530 | $223.8K | 0.01% | +558+57.4% | Added |
| Colonial Trust Co | 4,035 | $226.4K | 0.03% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,143 | $232.4K | 0.01% | +79+1.9% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $233.2K | 0.01% | −7,088−63.0% | Reduced |
| WBI Investments | 4,244 | $238.1K | 0.06% | +4,244 | New |
| Summit Trail Advisors, LLC | 4,249 | $238.4K | 0.00% | +4,249 | New |
| Phillips Wealth Planners LLC | 4,357 | $238.7K | 0.22% | −217−4.7% | Reduced |
| BSW Wealth Partners | 4,259 | $238.9K | 0.03% | +238+5.9% | Added |
| Siemens Fonds Invest GmbH | 4,309 | $241.7K | 0.01% | +796+22.7% | Added |
| D'Orazio & Associates, Inc. | 4,310 | $241.8K | 0.03% | +9+0.2% | Added |
| Fifth Third Bancorp | 4,315 | $242.1K | 0.00% | −830−16.1% | Reduced |
| Petrus Trust Company, LTA | 4,404 | $247.1K | 0.03% | −5,185−54.1% | Reduced |
| Wealthfront Advisers LLC | 4,405 | $247.1K | 0.00% | −104−2.3% | Reduced |
| Wedmont Private Capital | 4,655 | $247.6K | 0.01% | +116+2.6% | Added |
| V-Square Quantitative Management LLC | 4,455 | $249.9K | 0.03% | −127−2.8% | Reduced |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,505 | $252.7K | 0.00% | +4,505 | New |
| Umb Bank N A | 4,510 | $253.0K | 0.00% | +281+6.6% | Added |
| Callan Family Office, LLC | 4,564 | $256.0K | 0.01% | +4,564 | New |
| Signaturefd, LLC | 4,566 | $256.2K | 0.00% | −394−7.9% | Reduced |
| Longboard Asset Management, LP | 4,608 | $258.5K | 0.64% | 00.0% | Unchanged |
| Panagora Asset Management Inc | 4,624 | $259.4K | 0.00% | −1,692−26.8% | Reduced |
| HB Wealth Management, LLC | 4,788 | $268.6K | 0.00% | +184+4.0% | Added |
| PDS Planning, Inc | 4,829 | $270.9K | 0.02% | +411+9.3% | Added |
| denkapparat Operations GmbH | 4,898 | $274.8K | 0.22% | +4,898 | New |
| Mutual Advisors, LLC | 5,233 | $275.4K | 0.01% | −1,134−17.8% | Reduced |
| Forum Financial Management, LP | 4,975 | $279.1K | 0.00% | +46+0.9% | Added |
| Advus Financial Partners, LLC | 4,985 | $279.7K | 0.07% | 00.0% | Unchanged |
| Vestcor Inc | 5,060 | $284.0K | 0.01% | −123−2.4% | Reduced |
| Commerce Bank | 5,121 | $287.3K | 0.00% | +681+15.3% | Added |
| Blair William & Co | 5,192 | $291.3K | 0.00% | 00.0% | Unchanged |
| Jones Financial Companies LLLP | 5,214 | $291.8K | 0.00% | +2,287+78.1% | Added |
| UniSuper Management Pty Ltd | 5,300 | $297.3K | 0.00% | −800−13.1% | Reduced |
| Abn Amro Investment Solutions | 5,304 | $297.6K | 0.01% | +579+12.3% | Added |
| Rafferty Asset Management, LLC | 5,309 | $297.8K | 0.00% | −3−0.1% | Reduced |
| Avidian Wealth Solutions, LLC | 5,335 | $299.3K | 0.01% | −151−2.8% | Reduced |
| Coldstream Capital Management Inc | 5,541 | $310.9K | 0.01% | +65+1.2% | Added |
| Kathmere Capital Management, LLC | 5,616 | $315.1K | 0.02% | −1,171−17.3% | Reduced |
| Skopos Labs, Inc. | 5,702 | $319.9K | 0.04% | +2,272+66.2% | Added |
| Park Avenue Securities LLC | 5,723 | $321.0K | 0.00% | +5,723 | New |
| Pitcairn Co | 5,813 | $326.1K | 0.02% | −646−10.0% | Reduced |
| Commonwealth Equity Services, LLC | 6,019 | $338.0K | 0.00% | +203+3.5% | Added |
| Hyperion Capital Advisors LP | 6,061 | $340.0K | 0.21% | 00.0% | Unchanged |
| Ashton Thomas Private Wealth, LLC | 6,152 | $345.1K | 0.01% | +75+1.2% | Added |
| Resources Investment Advisors, LLC. | 6,186 | $347.1K | 0.00% | +1,296+26.5% | Added |
| FORA Capital, LLC | 6,192 | $347.4K | 0.04% | −14,130−69.5% | Reduced |
| Bessemer Group Inc | 6,233 | $350.0K | 0.00% | +5,383+633.3% | Added |
| RSM US Wealth Management LLC | 6,303 | $353.6K | 0.00% | +123+2.0% | Added |
| Miracle Mile Advisors, LLC | 6,311 | $354.0K | 0.01% | +186+3.0% | Added |
| Captrust Financial Advisors | 6,333 | $355.3K | 0.00% | −571−8.3% | Reduced |
| Caitlin John, LLC | 6,356 | $356.6K | 0.32% | +6,356 | New |
| Tributary Capital Management, LLC | 6,765 | $379.5K | 0.03% | −100−1.5% | Reduced |
| Ascent Group, LLC | 6,865 | $385.1K | 0.02% | −9−0.1% | Reduced |
| We Are One Seven, LLC | 6,902 | $387.2K | 0.01% | −177−2.5% | Reduced |
| Atria Investments LLC | 7,042 | $395.1K | 0.00% | +1,031+17.2% | Added |
| Catalyst Funds Management Pty Ltd | 7,144 | $400.8K | 0.11% | −10,496−59.5% | Reduced |
| Andra AP-fonden | 7,200 | $403.9K | 0.01% | +7,200 | New |
| Advisor Group Holdings, Inc. | 7,236 | $406.0K | 0.00% | +1,877+35.0% | Added |
| MML Investors Services, LLC | 7,391 | $415.0K | 0.00% | +2,174+41.7% | Added |
| iA Global Asset Management Inc. | 7,444 | $418.0K | 0.01% | +692+10.2% | Added |
| Investment Management Corp of Ontario | 7,537 | $422.8K | 0.01% | −40,193−84.2% | Reduced |
| Toroso Investments, LLC | 7,623 | $427.6K | 0.00% | +171+2.3% | Added |
| Applied Finance Capital Management, LLC | 7,740 | $434.2K | 0.03% | +7,740 | New |
| Quadrant Capital Group LLC | 7,755 | $435.1K | 0.02% | −736−8.7% | Reduced |
| Verdence Capital Advisors LLC | 7,825 | $439.0K | 0.03% | +7,825 | New |