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
- 580
- +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 |
|---|---|---|---|---|---|
| Smith Asset Management Co., LLC | 67,416 | $3.78M | 3.26% | +67,416 | New |
| Wedge Capital Management L L P | 67,379 | $3.78M | 0.07% | −673,145−90.9% | Reduced |
| Stephens Inc | 66,292 | $3.72M | 0.05% | −845−1.3% | Reduced |
| New Age Alpha Advisors, LLC | 65,859 | $3.69M | 0.16% | +65,859 | New |
| New Mexico Educational Retirement Board | 65,500 | $3.67M | 0.12% | 00.0% | Unchanged |
| Entropy Technologies, LP | 63,856 | $3.58M | 0.28% | +46,285+263.4% | Added |
| DekaBank Deutsche Girozentrale | 64,380 | $3.57M | 0.01% | −1,104−1.7% | Reduced |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $3.56M | 0.01% | 00.0% | Unchanged |
| Meridian Wealth Management, LLC | 63,193 | $3.55M | 0.15% | +63,193 | New |
| Macquarie Group Ltd | 61,943 | $3.47M | 0.00% | −10,788−14.8% | Reduced |
| Oregon Public Employees Retirement Fund | 61,835 | $3.47M | 0.06% | −1,042−1.7% | Reduced |
| Dynamic Advisor Solutions LLC | 61,582 | $3.45M | 0.11% | +61,582 | New |
| Lansforsakringar Fondforvaltning AB (publ) | 60,289 | $3.38M | 0.02% | −9,259−13.3% | Reduced |
| Susquehanna International Group, LLP | 60,044 | $3.37M | 0.01% | −32,103−34.8% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,976 | $3.36M | 0.03% | +12,146+25.4% | Added |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 59,587 | $3.34M | 0.09% | −178,382−75.0% | Reduced |
| Elo Mutual Pension Insurance Co | 59,386 | $3.33M | 0.07% | +10,610+21.8% | Added |
| Ameritas Investment Partners, Inc. | 59,004 | $3.31M | 0.10% | −1,970−3.2% | Reduced |
| Searle & Co. | 57,467 | $3.22M | 0.91% | −2,000−3.4% | Reduced |
| Toronto Dominion Bank | 55,651 | $3.12M | 0.01% | +8,611+18.3% | Added |
| Brevan Howard Capital Management LP | 54,479 | $3.06M | 0.03% | −32,148−37.1% | Reduced |
| Kingsview Wealth Management, LLC | 53,700 | $3.01M | 0.05% | +53,700 | New |
| First National Advisers, LLC | 52,517 | $2.95M | 0.43% | −476−0.9% | Reduced |
| First National Bank of Omaha | 52,158 | $2.93M | 0.19% | −1,999−3.7% | Reduced |
| Utah Retirement Systems | 51,504 | $2.89M | 0.03% | −580−1.1% | Reduced |
| Mirae Asset Global Investments Co., Ltd. | 51,457 | $2.89M | 0.01% | −41,672−44.7% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 50,558 | $2.84M | 0.08% | +50,558 | New |
| KBC Group NV | 50,482 | $2.83M | 0.01% | +10,104+25.0% | Added |
| Aquatic Capital Management LLC | 50,389 | $2.83M | 0.06% | +50,389 | New |
| Artemis Investment Management LLP | 49,834 | $2.80M | 0.04% | −727,791−93.6% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 49,165 | $2.76M | 0.02% | +2,022+4.3% | Added |
| British Columbia Investment Management Corp | 48,279 | $2.71M | 0.02% | −11,668−19.5% | Reduced |
| Alerus Financial NA | 47,246 | $2.65M | 0.19% | +686+1.5% | Added |
| Lighthouse Investment Partners, LLC | 46,435 | $2.61M | 0.11% | −69,918−60.1% | Reduced |
| Omers Administration Corp | 45,745 | $2.57M | 0.02% | +1,800+4.1% | Added |
| Cetera Investment Advisers | 45,540 | $2.55M | 0.00% | +5,348+13.3% | Added |
| Mackenzie Financial Corp | 44,685 | $2.51M | 0.00% | +5,207+13.2% | Added |
| M&T Bank Corp | 43,928 | $2.46M | 0.01% | −3,653−7.7% | Reduced |
| Bridgeway Capital Management, LLC | 43,800 | $2.46M | 0.06% | +43,800 | New |
| Stifel Financial Corp | 43,555 | $2.44M | 0.00% | +18,440+73.4% | Added |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,397 | $2.44M | 0.02% | +10,000+29.9% | Added |
| Schonfeld Strategic Advisors LLC | 43,113 | $2.42M | 0.02% | +43,113 | New |
| Diversified Trust Co | 42,186 | $2.37M | 0.05% | −90−0.2% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $2.28M | 0.04% | 00.0% | Unchanged |
| Verition Fund Management LLC | 39,584 | $2.22M | 0.01% | +1,912+5.1% | Added |
| Legacy Wealth Management, LLC | 39,240 | $2.20M | 0.67% | −1,365−3.4% | Reduced |
| Icon Advisers Inc | 39,200 | $2.20M | 0.50% | 00.0% | Unchanged |
| Prudential Financial Inc | 38,948 | $2.18M | 0.00% | −18,433−32.1% | Reduced |
| Candriam Luxembourg S.C.A. | 38,597 | $2.17M | 0.01% | −2,631−6.4% | Reduced |
| EFG Asset Management (North America) Corp. | 38,539 | $2.16M | 0.31% | +19,323+100.6% | Added |
| CI Private Wealth, LLC | 38,520 | $2.16M | 0.00% | −8,912−18.8% | Reduced |
| Mesirow Financial Investment Management, Inc. | 38,473 | $2.16M | 0.04% | −32,351−45.7% | Reduced |
| Ellsworth Advisors, LLC | 38,204 | $2.14M | 0.52% | −1,907−4.8% | Reduced |
| Nissay Asset Management Corp | 38,181 | $2.14M | 0.01% | −225−0.6% | Reduced |
| Empowered Funds, LLC | 37,835 | $2.12M | 0.02% | −84,493−69.1% | Reduced |
| Cerity Partners LLC | 37,568 | $2.11M | 0.00% | −1,901−4.8% | Reduced |
| JustInvest LLC | 37,533 | $2.11M | 0.02% | +3,735+11.1% | Added |
| STRS Ohio | 37,484 | $2.10M | 0.01% | +7,039+23.1% | Added |
| EJF Capital LLC | 37,400 | $2.10M | 1.67% | 00.0% | Unchanged |
| TD Asset Management Inc | 36,494 | $2.05M | 0.00% | −152−0.4% | Reduced |
| Two Sigma Advisers, LP | 35,900 | $2.01M | 0.00% | −252,200−87.5% | Reduced |
| Nisa Investment Advisors, LLC | 35,293 | $1.98M | 0.01% | −3,628−9.3% | Reduced |
| D. E. Shaw & Co., Inc. | 34,592 | $1.94M | 0.00% | +34,592 | New |
| OP Asset Management Ltd | 34,589 | $1.94M | 0.03% | −50−0.1% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 34,747 | $1.93M | 0.00% | −94−0.3% | Reduced |
| State of Alaska, Department of Revenue | 34,160 | $1.92M | 0.02% | −2,155−5.9% | Reduced |
| Dorsey Wright & Associates | 34,080 | $1.91M | 0.45% | +34,080 | New |
| AXA S.A. | 33,918 | $1.90M | 0.01% | −53,420−61.2% | Reduced |
| Bridgewater Associates, LP | 33,649 | $1.89M | 0.01% | +769+2.3% | Added |
| Vise Technologies, Inc. | 33,604 | $1.89M | 0.08% | +33,604 | New |
| Daiwa Securities Group Inc. | 32,893 | $1.84M | 0.01% | −7,800−19.2% | Reduced |
| New York Life Investment Management LLC | 32,844 | $1.84M | 0.02% | −1,679−4.9% | Reduced |
| Brinker Capital Investments, LLC | 32,704 | $1.83M | 0.02% | +16,612+103.2% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $1.80M | 0.02% | 00.0% | Unchanged |
| Bank of Montreal | 32,079 | $1.80M | 0.00% | −5,842−15.4% | Reduced |
| Integrated Advisors Network LLC | 31,686 | $1.78M | 0.08% | +755+2.4% | Added |
| HighTower Advisors, LLC | 31,432 | $1.76M | 0.00% | +3,239+11.5% | Added |
| Two Sigma Investments, LP | 31,388 | $1.76M | 0.00% | −185,377−85.5% | Reduced |
| Cresset Asset Management, LLC | 31,348 | $1.76M | 0.01% | +26,497+546.2% | Added |
| Ritholtz Wealth Management | 30,807 | $1.73M | 0.04% | +16+0.1% | Added |
| Weiss Asset Management LP | 30,743 | $1.72M | 0.03% | +30,743 | New |
| Jump Financial, LLC | 30,517 | $1.71M | 0.02% | +30,517 | New |
| Bokf, NA | 29,792 | $1.67M | 0.03% | +29,737+54,067.3% | Added |
| Ontario Teachers Pension Plan Board | 29,641 | $1.66M | 0.03% | +1,571+5.6% | Added |
| London Co of Virginia | 29,121 | $1.63M | 0.01% | +29,121 | New |
| Board of the Pension Protection Fund | 28,300 | $1.59M | 1.72% | +28,300 | New |
| Avantax Advisory Services, Inc. | 28,190 | $1.58M | 0.01% | +5,030+21.7% | Added |
| Hennessy Advisors Inc | 27,000 | $1.51M | 0.05% | +3,000+12.5% | Added |
| Clearstead Advisors, LLC | 26,857 | $1.51M | 0.02% | +430+1.6% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.50M | 0.01% | 00.0% | Unchanged |
| Ieq Capital, LLC | 26,775 | $1.50M | 0.01% | −23,339−46.6% | Reduced |
| Carolina Wealth Advisors, LLC | 26,653 | $1.50M | 0.74% | +6,450+31.9% | Added |
| Advisory Services Network, LLC | 28,920 | $1.49M | 0.02% | +19,004+191.6% | Added |
| Tredje AP-fonden | 26,411 | $1.48M | 0.01% | 00.0% | Unchanged |
| Mariner, LLC | 25,001 | $1.40M | 0.00% | +2,934+13.3% | Added |
| Sciencast Management LP | 24,979 | $1.40M | 0.29% | −18,426−42.5% | Reduced |
| Redwood Investment Management, LLC | 24,346 | $1.37M | 0.14% | −893−3.5% | Reduced |
| Agf Management Ltd | 23,677 | $1.33M | 0.01% | +9,400+65.8% | Added |
| Intech Investment Management LLC | 23,607 | $1.32M | 0.01% | −7,879−25.0% | Reduced |
| Integrated Quantitative Investments LLC | 23,288 | $1.31M | 0.38% | +15,748+208.9% | Added |