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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 7,901 | $443.2K | 0.06% | −587−6.9% | Reduced |
| Romano Brothers and Company | 7,975 | $447.4K | 0.06% | 00.0% | Unchanged |
| Readystate Asset Management LP | 7,994 | $448.5K | 0.02% | +7,994 | New |
| Meeder Advisory Services, Inc. | 8,129 | $456.0K | 0.02% | +2,176+36.6% | Added |
| Seeds Investor LLC | 8,222 | $461.3K | 0.11% | +8+0.1% | Added |
| Cambria Investment Management, L.P. | 8,253 | $463.0K | 0.03% | −229−2.7% | Reduced |
| Fiduciary Financial Group, LLC | 8,303 | $464.0K | 0.08% | +10+0.1% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 8,478 | $475.6K | 0.02% | −3,987−32.0% | Reduced |
| Inceptionr LLC | 8,611 | $483.1K | 0.11% | +8,611 | New |
| Rothschild Investment LLC | 8,725 | $489.5K | 0.03% | −2,700−23.6% | Reduced |
| Picton Mahoney Asset Management | 8,840 | $496.0K | 0.01% | +6,840+342.0% | Added |
| Guggenheim Capital LLC | 9,040 | $507.1K | 0.00% | −494−5.2% | Reduced |
| US Bancorp | 9,098 | $510.4K | 0.00% | −1,318−12.7% | Reduced |
| Profund Advisors LLC | 9,167 | $514.3K | 0.02% | −727−7.3% | Reduced |
| Vontobel Holding Ltd. | 9,326 | $523.2K | 0.00% | −815−8.0% | Reduced |
| Impact Partnership Wealth, LLC | 9,373 | $525.8K | 0.10% | +9,373 | New |
| Fifth Third Wealth Advisors LLC | 9,601 | $538.6K | 0.02% | +26+0.3% | Added |
| Meiji Yasuda Life Insurance Co | 9,671 | $542.5K | 0.02% | −940−8.9% | Reduced |
| Everence Capital Management Inc | 9,710 | $545.0K | 0.04% | 00.0% | Unchanged |
| Ellevest, Inc. | 9,793 | $549.4K | 0.09% | +397+4.2% | Added |
| Snowden Capital Advisors LLC | 9,990 | $560.5K | 0.02% | +5,619+128.6% | Added |
| Merit Financial Group, LLC | 10,191 | $571.7K | 0.01% | +3,711+57.3% | Added |
| Apollon Wealth Management, LLC | 10,269 | $576.1K | 0.01% | +10,269 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $597.6K | 0.02% | 00.0% | Unchanged |
| Mount Lucas Management LP | 10,710 | $600.8K | 0.29% | +10,710 | New |
| Equitable Holdings, Inc. | 10,823 | $607.2K | 0.01% | −104−1.0% | Reduced |
| Metis Global Partners, LLC | 10,979 | $615.9K | 0.02% | −10,546−49.0% | Reduced |
| Shelton Capital Management | 10,993 | $616.7K | 0.01% | −259−2.3% | Reduced |
| Harvest Fund Management Co., Ltd | 11,095 | $622.0K | 0.03% | −7,128−39.1% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $633.5K | 0.04% | +11,293 | New |
| GAMMA Investing LLC | 11,318 | $634.9K | 0.04% | +947+9.1% | Added |
| L2 Asset Management, LLC | 11,385 | $638.7K | 0.10% | +11,385 | New |
| Tower Research Capital LLC (TRC) | 11,547 | $647.8K | 0.02% | −2,504−17.8% | Reduced |
| Truist Financial Corp | 11,693 | $656.0K | 0.00% | +160+1.4% | Added |
| AXS Investments LLC | 12,000 | $673.2K | 0.28% | 00.0% | Unchanged |
| Harvest Investment Services, LLC | 12,204 | $684.6K | 0.15% | +6,182+102.7% | Added |
| Atomi Financial Group, Inc. | 12,307 | $690.4K | 0.03% | +1,716+16.2% | Added |
| NBC Securities, Inc. | 12,485 | $700.0K | 0.06% | +17+0.1% | Added |
| Morse Asset Management, Inc | 12,690 | $711.9K | 0.16% | +490+4.0% | Added |
| CIBC World Markets Corp | 12,777 | $716.8K | 0.00% | −1,481−10.4% | Reduced |
| CSS LLC | 12,915 | $724.5K | 0.05% | +1,160+9.9% | Added |
| Engineers Gate Manager LP | 12,983 | $728.3K | 0.01% | −12,357−48.8% | Reduced |
| E. Ohman J:or Asset Management AB | 13,000 | $729.3K | 0.02% | 00.0% | Unchanged |
| Integrated Wealth Concepts LLC | 13,023 | $730.6K | 0.01% | +2,931+29.0% | Added |
| Counterpoint Mutual Funds LLC | 13,115 | $735.8K | 0.07% | +13,115 | New |
| CIBC World Markets Inc. | 13,428 | $753.3K | 0.00% | −803−5.6% | Reduced |
| Cinctive Capital Management LP | 13,443 | $754.2K | 0.04% | −45,496−77.2% | Reduced |
| ProShare Advisors LLC | 13,473 | $755.8K | 0.00% | +271+2.1% | Added |
| SG Americas Securities, LLC | 13,739 | $771.0K | 0.00% | −78,938−85.2% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,039 | $787.6K | 0.03% | +659+4.9% | Added |
| Qtron Investments LLC | 14,115 | $791.9K | 0.10% | −1,934−12.1% | Reduced |
| CIBC Asset Management Inc | 14,154 | $794.0K | 0.00% | +86+0.6% | Added |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,185 | $795.8K | 0.01% | 00.0% | Unchanged |
| Atlas Capital Advisors LLC | 14,241 | $798.9K | 0.10% | −3,108−17.9% | Reduced |
| Creative Planning | 14,281 | $801.2K | 0.00% | +43+0.3% | Added |
| Janney Montgomery Scott LLC | 14,453 | $811.0K | 0.00% | +131+0.9% | Added |
| Vinva Investment Management Ltd | 14,603 | $817.2K | 0.02% | +14,603 | New |
| Maryland State Retirement & Pension System | 14,771 | $828.7K | 0.02% | 00.0% | Unchanged |
| CWM, LLC | 14,887 | $835.0K | 0.00% | −3,741−20.1% | Reduced |
| Pacer Advisors, Inc. | 15,495 | $869.3K | 0.00% | −15,468−50.0% | Reduced |
| Gulf International Bank (UK) Ltd | 15,571 | $873.0K | 0.03% | −3,809−19.7% | Reduced |
| Pathstone Holdings, LLC | 15,877 | $890.7K | 0.00% | +1,844+13.1% | Added |
| Federation des caisses Desjardins du Quebec | 15,885 | $892.3K | 0.00% | −36,751−69.8% | Reduced |
| Hillsdale Investment Management Inc. | 16,250 | $911.6K | 0.03% | −300−1.8% | Reduced |
| Anchor Investment Management, LLC | 16,367 | $918.2K | 0.08% | 00.0% | Unchanged |
| Greenleaf Trust | 16,955 | $951.2K | 0.01% | −854−4.8% | Reduced |
| Pinnacle Associates Ltd | 17,315 | $971.4K | 0.01% | +6,065+53.9% | Added |
| Gsa Capital Partners LLP | 17,543 | $984.0K | 0.07% | +5,660+47.6% | Added |
| Lecap Asset Management Ltd | 17,621 | $988.5K | 0.35% | −40,279−69.6% | Reduced |
| Rodgers Brothers Inc. | 19,000 | $1.07M | 0.13% | +500+2.7% | Added |
| Crossmark Global Holdings, Inc. | 19,631 | $1.10M | 0.02% | +375+1.9% | Added |
| Gamco Investors, Inc. Et Al | 20,197 | $1.13M | 0.01% | +20,197 | New |
| Raiffeisen Bank International AG | 20,982 | $1.14M | 0.02% | +20,982 | New |
| Jefferies Financial Group Inc. | 20,537 | $1.15M | 0.02% | −49,925−70.9% | Reduced |
| Avanza Fonder AB | 20,637 | $1.16M | 0.03% | 00.0% | Unchanged |
| Prelude Capital Management, LLC | 21,230 | $1.19M | 0.12% | −3,406−13.8% | Reduced |
| The PNC Financial Services Group, Inc. | 21,502 | $1.21M | 0.00% | +1,519+7.6% | Added |
| Assetmark, Inc | 21,932 | $1.23M | 0.00% | +21,332+3,555.3% | Added |
| Capital Insight Partners, LLC | 22,078 | $1.24M | 0.22% | 00.0% | Unchanged |
| Convergence Investment Partners, LLC | 22,949 | $1.29M | 0.33% | +1,316+6.1% | Added |
| Securian Asset Management, Inc | 23,143 | $1.30M | 0.04% | −393−1.7% | Reduced |
| Integrated Quantitative Investments LLC | 23,288 | $1.31M | 0.38% | +15,748+208.9% | Added |
| Intech Investment Management LLC | 23,607 | $1.32M | 0.01% | −7,879−25.0% | Reduced |
| Agf Management Ltd | 23,677 | $1.33M | 0.01% | +9,400+65.8% | Added |
| Redwood Investment Management, LLC | 24,346 | $1.37M | 0.14% | −893−3.5% | Reduced |
| Sciencast Management LP | 24,979 | $1.40M | 0.29% | −18,426−42.5% | Reduced |
| Mariner, LLC | 25,001 | $1.40M | 0.00% | +2,934+13.3% | Added |
| Tredje AP-fonden | 26,411 | $1.48M | 0.01% | 00.0% | Unchanged |
| Advisory Services Network, LLC | 28,920 | $1.49M | 0.02% | +19,004+191.6% | Added |
| Carolina Wealth Advisors, LLC | 26,653 | $1.50M | 0.74% | +6,450+31.9% | Added |
| Ieq Capital, LLC | 26,775 | $1.50M | 0.01% | −23,339−46.6% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.50M | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 26,857 | $1.51M | 0.02% | +430+1.6% | Added |
| Hennessy Advisors Inc | 27,000 | $1.51M | 0.05% | +3,000+12.5% | Added |
| Avantax Advisory Services, Inc. | 28,190 | $1.58M | 0.01% | +5,030+21.7% | Added |
| Board of the Pension Protection Fund | 28,300 | $1.59M | 1.72% | +28,300 | New |
| London Co of Virginia | 29,121 | $1.63M | 0.01% | +29,121 | New |
| Ontario Teachers Pension Plan Board | 29,641 | $1.66M | 0.03% | +1,571+5.6% | Added |
| Bokf, NA | 29,792 | $1.67M | 0.03% | +29,737+54,067.3% | Added |
| Jump Financial, LLC | 30,517 | $1.71M | 0.02% | +30,517 | New |