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 | 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, 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 |
|---|---|---|---|---|---|
| Securian Asset Management, Inc | 23,143 | $1.30M | 0.04% | −393−1.7% | Reduced |
| Convergence Investment Partners, LLC | 22,949 | $1.29M | 0.33% | +1,316+6.1% | Added |
| Capital Insight Partners, LLC | 22,078 | $1.24M | 0.22% | 00.0% | Unchanged |
| Assetmark, Inc | 21,932 | $1.23M | 0.00% | +21,332+3,555.3% | Added |
| The PNC Financial Services Group, Inc. | 21,502 | $1.21M | 0.00% | +1,519+7.6% | Added |
| Prelude Capital Management, LLC | 21,230 | $1.19M | 0.12% | −3,406−13.8% | Reduced |
| Avanza Fonder AB | 20,637 | $1.16M | 0.03% | 00.0% | Unchanged |
| Jefferies Financial Group Inc. | 20,537 | $1.15M | 0.02% | −49,925−70.9% | Reduced |
| Raiffeisen Bank International AG | 20,982 | $1.14M | 0.02% | +20,982 | New |
| Gamco Investors, Inc. Et Al | 20,197 | $1.13M | 0.01% | +20,197 | New |
| Crossmark Global Holdings, Inc. | 19,631 | $1.10M | 0.02% | +375+1.9% | Added |
| Rodgers Brothers Inc. | 19,000 | $1.07M | 0.13% | +500+2.7% | Added |
| Lecap Asset Management Ltd | 17,621 | $988.5K | 0.35% | −40,279−69.6% | Reduced |
| Gsa Capital Partners LLP | 17,543 | $984.0K | 0.07% | +5,660+47.6% | Added |
| Pinnacle Associates Ltd | 17,315 | $971.4K | 0.01% | +6,065+53.9% | Added |
| Greenleaf Trust | 16,955 | $951.2K | 0.01% | −854−4.8% | Reduced |
| Anchor Investment Management, LLC | 16,367 | $918.2K | 0.08% | 00.0% | Unchanged |
| Hillsdale Investment Management Inc. | 16,250 | $911.6K | 0.03% | −300−1.8% | Reduced |
| Federation des caisses Desjardins du Quebec | 15,885 | $892.3K | 0.00% | −36,751−69.8% | Reduced |
| Pathstone Holdings, LLC | 15,877 | $890.7K | 0.00% | +1,844+13.1% | Added |
| Gulf International Bank (UK) Ltd | 15,571 | $873.0K | 0.03% | −3,809−19.7% | Reduced |
| Pacer Advisors, Inc. | 15,495 | $869.3K | 0.00% | −15,468−50.0% | Reduced |
| CWM, LLC | 14,887 | $835.0K | 0.00% | −3,741−20.1% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $828.7K | 0.02% | 00.0% | Unchanged |
| Vinva Investment Management Ltd | 14,603 | $817.2K | 0.02% | +14,603 | New |
| Janney Montgomery Scott LLC | 14,453 | $811.0K | 0.00% | +131+0.9% | Added |
| Creative Planning | 14,281 | $801.2K | 0.00% | +43+0.3% | Added |
| Atlas Capital Advisors LLC | 14,241 | $798.9K | 0.10% | −3,108−17.9% | Reduced |
| Maverick Capital LtdSuperinvestorMaverick Capital | 14,185 | $795.8K | 0.01% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 14,154 | $794.0K | 0.00% | +86+0.6% | Added |
| Qtron Investments LLC | 14,115 | $791.9K | 0.10% | −1,934−12.1% | Reduced |
| Tokio Marine Asset Management Co Ltd | 14,039 | $787.6K | 0.03% | +659+4.9% | Added |
| SG Americas Securities, LLC | 13,739 | $771.0K | 0.00% | −78,938−85.2% | Reduced |
| ProShare Advisors LLC | 13,473 | $755.8K | 0.00% | +271+2.1% | Added |
| Cinctive Capital Management LP | 13,443 | $754.2K | 0.04% | −45,496−77.2% | Reduced |
| CIBC World Markets Inc. | 13,428 | $753.3K | 0.00% | −803−5.6% | Reduced |
| Counterpoint Mutual Funds LLC | 13,115 | $735.8K | 0.07% | +13,115 | New |
| Integrated Wealth Concepts LLC | 13,023 | $730.6K | 0.01% | +2,931+29.0% | Added |
| E. Ohman J:or Asset Management AB | 13,000 | $729.3K | 0.02% | 00.0% | Unchanged |
| Engineers Gate Manager LP | 12,983 | $728.3K | 0.01% | −12,357−48.8% | Reduced |
| CSS LLC | 12,915 | $724.5K | 0.05% | +1,160+9.9% | Added |
| CIBC World Markets Corp | 12,777 | $716.8K | 0.00% | −1,481−10.4% | Reduced |
| Morse Asset Management, Inc | 12,690 | $711.9K | 0.16% | +490+4.0% | Added |
| NBC Securities, Inc. | 12,485 | $700.0K | 0.06% | +17+0.1% | Added |
| Atomi Financial Group, Inc. | 12,307 | $690.4K | 0.03% | +1,716+16.2% | Added |
| Harvest Investment Services, LLC | 12,204 | $684.6K | 0.15% | +6,182+102.7% | Added |
| AXS Investments LLC | 12,000 | $673.2K | 0.28% | 00.0% | Unchanged |
| Truist Financial Corp | 11,693 | $656.0K | 0.00% | +160+1.4% | Added |
| Tower Research Capital LLC (TRC) | 11,547 | $647.8K | 0.02% | −2,504−17.8% | Reduced |
| L2 Asset Management, LLC | 11,385 | $638.7K | 0.10% | +11,385 | New |
| GAMMA Investing LLC | 11,318 | $634.9K | 0.04% | +947+9.1% | Added |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $633.5K | 0.04% | +11,293 | New |
| Harvest Fund Management Co., Ltd | 11,095 | $622.0K | 0.03% | −7,128−39.1% | Reduced |
| Shelton Capital Management | 10,993 | $616.7K | 0.01% | −259−2.3% | Reduced |
| Metis Global Partners, LLC | 10,979 | $615.9K | 0.02% | −10,546−49.0% | Reduced |
| Equitable Holdings, Inc. | 10,823 | $607.2K | 0.01% | −104−1.0% | Reduced |
| Mount Lucas Management LP | 10,710 | $600.8K | 0.29% | +10,710 | New |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $597.6K | 0.02% | 00.0% | Unchanged |
| Apollon Wealth Management, LLC | 10,269 | $576.1K | 0.01% | +10,269 | New |
| Merit Financial Group, LLC | 10,191 | $571.7K | 0.01% | +3,711+57.3% | Added |
| Snowden Capital Advisors LLC | 9,990 | $560.5K | 0.02% | +5,619+128.6% | Added |
| Ellevest, Inc. | 9,793 | $549.4K | 0.09% | +397+4.2% | Added |
| Everence Capital Management Inc | 9,710 | $545.0K | 0.04% | 00.0% | Unchanged |
| Meiji Yasuda Life Insurance Co | 9,671 | $542.5K | 0.02% | −940−8.9% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,601 | $538.6K | 0.02% | +26+0.3% | Added |
| Impact Partnership Wealth, LLC | 9,373 | $525.8K | 0.10% | +9,373 | New |
| Vontobel Holding Ltd. | 9,326 | $523.2K | 0.00% | −815−8.0% | Reduced |
| Profund Advisors LLC | 9,167 | $514.3K | 0.02% | −727−7.3% | Reduced |
| US Bancorp | 9,098 | $510.4K | 0.00% | −1,318−12.7% | Reduced |
| Guggenheim Capital LLC | 9,040 | $507.1K | 0.00% | −494−5.2% | Reduced |
| Picton Mahoney Asset Management | 8,840 | $496.0K | 0.01% | +6,840+342.0% | Added |
| Rothschild Investment LLC | 8,725 | $489.5K | 0.03% | −2,700−23.6% | Reduced |
| Inceptionr LLC | 8,611 | $483.1K | 0.11% | +8,611 | New |
| Meiji Yasuda Asset Management Co Ltd. | 8,478 | $475.6K | 0.02% | −3,987−32.0% | Reduced |
| Fiduciary Financial Group, LLC | 8,303 | $464.0K | 0.08% | +10+0.1% | Added |
| Cambria Investment Management, L.P. | 8,253 | $463.0K | 0.03% | −229−2.7% | Reduced |
| Seeds Investor LLC | 8,222 | $461.3K | 0.11% | +8+0.1% | Added |
| Meeder Advisory Services, Inc. | 8,129 | $456.0K | 0.02% | +2,176+36.6% | Added |
| Readystate Asset Management LP | 7,994 | $448.5K | 0.02% | +7,994 | New |
| Romano Brothers and Company | 7,975 | $447.4K | 0.06% | 00.0% | Unchanged |
| Numerai GP LLC | 7,901 | $443.2K | 0.06% | −587−6.9% | Reduced |
| Verdence Capital Advisors LLC | 7,825 | $439.0K | 0.03% | +7,825 | New |
| Quadrant Capital Group LLC | 7,755 | $435.1K | 0.02% | −736−8.7% | Reduced |
| Applied Finance Capital Management, LLC | 7,740 | $434.2K | 0.03% | +7,740 | New |
| Toroso Investments, LLC | 7,623 | $427.6K | 0.00% | +171+2.3% | Added |
| Investment Management Corp of Ontario | 7,537 | $422.8K | 0.01% | −40,193−84.2% | Reduced |
| iA Global Asset Management Inc. | 7,444 | $418.0K | 0.01% | +692+10.2% | Added |
| MML Investors Services, LLC | 7,391 | $415.0K | 0.00% | +2,174+41.7% | Added |
| Advisor Group Holdings, Inc. | 7,236 | $406.0K | 0.00% | +1,877+35.0% | Added |
| Andra AP-fonden | 7,200 | $403.9K | 0.01% | +7,200 | New |
| Catalyst Funds Management Pty Ltd | 7,144 | $400.8K | 0.11% | −10,496−59.5% | Reduced |
| Atria Investments LLC | 7,042 | $395.1K | 0.00% | +1,031+17.2% | Added |
| We Are One Seven, LLC | 6,902 | $387.2K | 0.01% | −177−2.5% | Reduced |
| Ascent Group, LLC | 6,865 | $385.1K | 0.02% | −9−0.1% | Reduced |
| Tributary Capital Management, LLC | 6,765 | $379.5K | 0.03% | −100−1.5% | Reduced |
| Caitlin John, LLC | 6,356 | $356.6K | 0.32% | +6,356 | New |
| Captrust Financial Advisors | 6,333 | $355.3K | 0.00% | −571−8.3% | Reduced |
| Miracle Mile Advisors, LLC | 6,311 | $354.0K | 0.01% | +186+3.0% | Added |
| RSM US Wealth Management LLC | 6,303 | $353.6K | 0.00% | +123+2.0% | Added |
| Bessemer Group Inc | 6,233 | $350.0K | 0.00% | +5,383+633.3% | Added |