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 |
|---|---|---|---|---|---|
| Donoghue Forlines LLC | 0 | $0 | 0.00% | −43,779−100.0% | Sold out |
| Bastion Asset Management Inc. | 0 | $0 | 0.00% | −43,845−100.0% | Sold out |
| Quantessence Capital LLC | 0 | $0 | 0.00% | −42,802−100.0% | Sold out |
| Summit Global Investments | 0 | $0 | 0.00% | −32,712−100.0% | Sold out |
| Concentric Capital Strategies, LP | 0 | $0 | 0.00% | −28,407−100.0% | Sold out |
| Westbourne Investments, Inc. | 0 | $0 | 0.00% | −27,030−100.0% | Sold out |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −26,468−100.0% | Sold out |
| Highland Capital Management, LLC | 0 | $0 | 0.00% | −23,722−100.0% | Sold out |
| SummitTX Capital, L.P. | 0 | $0 | 0.00% | −22,957−100.0% | Sold out |
| Allstate Corp | 0 | $0 | 0.00% | −22,745−100.0% | Sold out |
| United Services Automobile Association | 0 | $0 | 0.00% | −20,443−100.0% | Sold out |
| AMG National Trust Bank | 0 | $0 | 0.00% | −16,266−100.0% | Sold out |
| EFG Asset Management (Americas) Corp. | 0 | $0 | 0.00% | −15,447−100.0% | Sold out |
| FJ Capital Management LLC | 0 | $0 | 0.00% | −13,648−100.0% | Sold out |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −13,166−100.0% | Sold out |
| Quest Partners LLC | 0 | $0 | 0.00% | −11,834−100.0% | Sold out |
| Walleye Capital LLC | 0 | $0 | 0.00% | −10,778−100.0% | Sold out |
| GWN Securities Inc. | 0 | $0 | 0.00% | −10,330−100.0% | Sold out |
| Scientech Research LLC | 0 | $0 | 0.00% | −10,595−100.0% | Sold out |
| Laurion Capital Management LP | 0 | $0 | 0.00% | −9,325−100.0% | Sold out |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −8,419−100.0% | Sold out |
| Vestmark Advisory Solutions, Inc. | 0 | $0 | 0.00% | −7,929−100.0% | Sold out |
| Quadrature Capital Ltd | 0 | $0 | 0.00% | −6,794−100.0% | Sold out |
| LMR Partners LLP | 0 | $0 | 0.00% | −6,784−100.0% | Sold out |
| Sherbrooke Park Advisers LLC | 0 | $0 | 0.00% | −6,531−100.0% | Sold out |
| Smith Group Asset Management, LLC | 0 | $0 | 0.00% | −6,520−100.0% | Sold out |
| Quarry LP | 0 | $0 | 0.00% | −6,021−100.0% | Sold out |
| Holocene Advisors, LP | 0 | $0 | 0.00% | −5,467−100.0% | Sold out |
| Oppenheimer & Co Inc | 0 | $0 | 0.00% | −4,831−100.0% | Sold out |
| Centiva Capital, LP | 0 | $0 | 0.00% | −4,810−100.0% | Sold out |
| 111 Capital | 0 | $0 | 0.00% | −4,575−100.0% | Sold out |
| Belpointe Asset Management LLC | 0 | $0 | 0.00% | −4,397−100.0% | Sold out |
| TownSquare Capital, LLC | 0 | $0 | 0.00% | −4,387−100.0% | Sold out |
| Trust Point Inc. | 0 | $0 | 0.00% | −4,117−100.0% | Sold out |
| NewEdge Wealth, LLC | 0 | $0 | 0.00% | −3,914−100.0% | Sold out |
| Boston Private Wealth LLC | 0 | $0 | 0.00% | −3,214−100.0% | Sold out |
| Quent Capital, LLC | 0 | $0 | 0.00% | −2,797−100.0% | Sold out |
| Wayfinding Financial, LLC | 0 | $0 | 0.00% | −1,545−100.0% | Sold out |
| Simplex Trading, LLC | 0 | $0 | 0.00% | −1,288−100.0% | Sold out |
| Walleye Trading LLC | 0 | $0 | 0.00% | −506−100.0% | Sold out |
| Mather Group, LLC. | 0 | $0 | 0.00% | −277−100.0% | Sold out |
| Continuum Advisory, LLC | 0 | $0 | 0.00% | −176−100.0% | Sold out |
| Atala Financial Inc | 0 | $0 | 0.00% | −145−100.0% | Sold out |
| Saudi Central Bank | 0 | $0 | 0.00% | −123−100.0% | Sold out |
| Global Financial Private Client, LLC | 0 | $0 | 0.00% | −96−100.0% | Sold out |
| Salem Investment Counselors Inc | 0 | $0 | 0.00% | −67−100.0% | Sold out |
| Hexagon Capital Partners LLC | 0 | $0 | 0.00% | −28−100.0% | Sold out |
| Halbert Hargrove Global Advisors, LLC | 0 | $0 | 0.00% | −16−100.0% | Sold out |
| CVA Family Office, LLC | 0 | $0 | 0.00% | −14−100.0% | Sold out |
| CoreCap Advisors, LLC | 0 | $0 | 0.00% | −11−100.0% | Sold out |
| Bogart Wealth, LLC | 0 | $0 | 0.00% | −10−100.0% | Sold out |
| Creative Financial Designs Inc | 0 | $0 | 0.00% | −5−100.0% | Sold out |
| Poplar Forest Capital LLC | – | – | – | – | Not filed |
| Keeley-Teton Advisors, LLC | – | – | – | – | Not filed |
| Credit Agricole S A | – | – | – | – | Not filed |
| CAPROCK Group, Inc. | – | – | – | – | Not filed |
| Unigestion Holding SA | – | – | – | – | Not filed |
| Orion Portfolio Solutions, LLC | – | – | – | – | Not filed |
| Rakuten Investment Management, Inc. | – | – | – | – | Not filed |
| Lindbrook Capital, LLC | – | – | – | – | Not filed |