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 |
|---|---|---|---|---|---|
| FORA Capital, LLC | 6,192 | $347.4K | 0.04% | −14,130−69.5% | Reduced |
| Resources Investment Advisors, LLC. | 6,186 | $347.1K | 0.00% | +1,296+26.5% | Added |
| Ashton Thomas Private Wealth, LLC | 6,152 | $345.1K | 0.01% | +75+1.2% | Added |
| Hyperion Capital Advisors LP | 6,061 | $340.0K | 0.21% | 00.0% | Unchanged |
| Commonwealth Equity Services, LLC | 6,019 | $338.0K | 0.00% | +203+3.5% | Added |
| Pitcairn Co | 5,813 | $326.1K | 0.02% | −646−10.0% | Reduced |
| Park Avenue Securities LLC | 5,723 | $321.0K | 0.00% | +5,723 | New |
| Skopos Labs, Inc. | 5,702 | $319.9K | 0.04% | +2,272+66.2% | Added |
| Kathmere Capital Management, LLC | 5,616 | $315.1K | 0.02% | −1,171−17.3% | Reduced |
| Coldstream Capital Management Inc | 5,541 | $310.9K | 0.01% | +65+1.2% | Added |
| Avidian Wealth Solutions, LLC | 5,335 | $299.3K | 0.01% | −151−2.8% | Reduced |
| Rafferty Asset Management, LLC | 5,309 | $297.8K | 0.00% | −3−0.1% | Reduced |
| Abn Amro Investment Solutions | 5,304 | $297.6K | 0.01% | +579+12.3% | Added |
| UniSuper Management Pty Ltd | 5,300 | $297.3K | 0.00% | −800−13.1% | Reduced |
| Jones Financial Companies LLLP | 5,214 | $291.8K | 0.00% | +2,287+78.1% | Added |
| Blair William & Co | 5,192 | $291.3K | 0.00% | 00.0% | Unchanged |
| Commerce Bank | 5,121 | $287.3K | 0.00% | +681+15.3% | Added |
| Vestcor Inc | 5,060 | $284.0K | 0.01% | −123−2.4% | Reduced |
| Forum Financial Management, LP | 4,975 | $279.1K | 0.00% | +46+0.9% | Added |
| Mutual Advisors, LLC | 5,233 | $275.4K | 0.01% | −1,134−17.8% | Reduced |
| denkapparat Operations GmbH | 4,898 | $274.8K | 0.22% | +4,898 | New |
| PDS Planning, Inc | 4,829 | $270.9K | 0.02% | +411+9.3% | Added |
| HB Wealth Management, LLC | 4,788 | $268.6K | 0.00% | +184+4.0% | Added |
| Panagora Asset Management Inc | 4,624 | $259.4K | 0.00% | −1,692−26.8% | Reduced |
| Longboard Asset Management, LP | 4,608 | $258.5K | 0.64% | 00.0% | Unchanged |
| Signaturefd, LLC | 4,566 | $256.2K | 0.00% | −394−7.9% | Reduced |
| Callan Family Office, LLC | 4,564 | $256.0K | 0.01% | +4,564 | New |
| Umb Bank N A | 4,510 | $253.0K | 0.00% | +281+6.6% | Added |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,505 | $252.7K | 0.00% | +4,505 | New |
| V-Square Quantitative Management LLC | 4,455 | $249.9K | 0.03% | −127−2.8% | Reduced |
| Wedmont Private Capital | 4,655 | $247.6K | 0.01% | +116+2.6% | Added |
| Wealthfront Advisers LLC | 4,405 | $247.1K | 0.00% | −104−2.3% | Reduced |
| Petrus Trust Company, LTA | 4,404 | $247.1K | 0.03% | −5,185−54.1% | Reduced |
| Fifth Third Bancorp | 4,315 | $242.1K | 0.00% | −830−16.1% | Reduced |
| D'Orazio & Associates, Inc. | 4,310 | $241.8K | 0.03% | +9+0.2% | Added |
| Siemens Fonds Invest GmbH | 4,309 | $241.7K | 0.01% | +796+22.7% | Added |
| BSW Wealth Partners | 4,259 | $238.9K | 0.03% | +238+5.9% | Added |
| Phillips Wealth Planners LLC | 4,357 | $238.7K | 0.22% | −217−4.7% | Reduced |
| Summit Trail Advisors, LLC | 4,249 | $238.4K | 0.00% | +4,249 | New |
| WBI Investments | 4,244 | $238.1K | 0.06% | +4,244 | New |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $233.2K | 0.01% | −7,088−63.0% | Reduced |
| Independent Advisor Alliance | 4,143 | $232.4K | 0.01% | +79+1.9% | Added |
| Colonial Trust Co | 4,035 | $226.4K | 0.03% | 00.0% | Unchanged |
| IFP Advisors, Inc | 1,530 | $223.8K | 0.01% | +558+57.4% | Added |
| Sequoia Financial Advisors, LLC | 3,898 | $218.7K | 0.00% | +3,898 | New |
| USA Financial Portformulas Corp | 3,697 | $207.4K | 0.04% | −1,444−28.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 3,639 | $204.1K | 0.00% | +654+21.9% | Added |
| United Capital Financial Advisers, LLC | 3,608 | $202.4K | 0.00% | −251−6.5% | Reduced |
| Ostrum Asset Management | 3,516 | $197.2K | 0.01% | −101−2.8% | Reduced |
| Principal Securities, Inc. | 2,992 | $167.9K | 0.00% | +1,187+65.8% | Added |
| FIL Ltd | 2,970 | $166.6K | 0.00% | +2,970 | New |
| Groupe la Francaise | 2,949 | $165.3K | 0.00% | +223+8.2% | Added |
| Steward Partners Investment Advisory, LLC | 2,816 | $158.0K | 0.00% | −91−3.1% | Reduced |
| Van Eck Associates Corp | 2,596 | $146.0K | 0.00% | −302−10.4% | Reduced |
| Farther Finance Advisors, LLC | 2,532 | $142.0K | 0.00% | +1,372+118.3% | Added |
| Cornerstone Planning Group LLC | 2,786 | $141.9K | 0.03% | −1,042−27.2% | Reduced |
| Hantz Financial Services, Inc. | 2,515 | $141.0K | 0.00% | +2,294+1,038.0% | Added |
| Parkside Financial Bank & Trust | 2,503 | $140.4K | 0.02% | +10.0% | Added |
| Sit Investment Associates Inc | 2,450 | $137.0K | 0.00% | 00.0% | Unchanged |
| Bryn Mawr Trust Co | 2,359 | $132.3K | 0.00% | −7,178−75.3% | Reduced |
| Ronald Blue Trust, Inc. | 2,085 | $117.0K | 0.00% | −29−1.4% | Reduced |
| Massmutual Trust Co FSB | 1,871 | $105.0K | 0.00% | −7−0.4% | Reduced |
| EverSource Wealth Advisors, LLC | 1,784 | $100.1K | 0.00% | −1,120−38.6% | Reduced |
| Zions Bancorporation, National Association | 1,649 | $92.5K | 0.00% | 00.0% | Unchanged |
| McIlrath & Eck, LLC | 1,343 | $75.3K | 0.01% | −43−3.1% | Reduced |
| BankPlus Trust Department | 1,335 | $74.9K | 0.02% | +1,335 | New |
| Cullen/Frost Bankers, Inc. | 1,300 | $72.9K | 0.00% | +1,300 | New |
| Global Retirement Partners, LLC | 1,289 | $72.3K | 0.00% | +1,289 | New |
| Rise Advisors, LLC | 1,286 | $72.1K | 0.03% | −14−1.1% | Reduced |
| LRI Investments, LLC | 1,209 | $67.8K | 0.01% | 00.0% | Unchanged |
| Smartleaf Asset Management LLC | 1,072 | $60.0K | 0.01% | −807−42.9% | Reduced |
| Glenmede Investment Management, LP | 980 | $55.0K | 0.00% | +980 | New |
| MAI Capital Management | 938 | $52.6K | 0.00% | +366+64.0% | Added |
| Geneos Wealth Management Inc. | 830 | $46.6K | 0.00% | −52−5.9% | Reduced |
| Optiver Holding B.V. | 789 | $44.3K | 0.00% | +109+16.0% | Added |
| Versant Capital Management, Inc | 778 | $43.6K | 0.01% | +119+18.1% | Added |
| Orion Capital Management LLC | 630 | $35.3K | 0.01% | 00.0% | Unchanged |
| Parallel Advisors, LLC | 594 | $33.3K | 0.00% | −20−3.3% | Reduced |
| Harbour Investments, Inc. | 583 | $32.7K | 0.00% | +39+7.2% | Added |
| True Wealth Design, LLC | 561 | $31.5K | 0.01% | +480+592.6% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $30.9K | 0.01% | +550 | New |
| Whittier Trust Co of Nevada Inc | 549 | $30.8K | 0.00% | +6+1.1% | Added |
| Brown Brothers Harriman & Co | 529 | $29.7K | 0.00% | +89+20.2% | Added |
| Covestor Ltd | 516 | $29.0K | 0.02% | +26+5.3% | Added |
| MV Capital Management, Inc. | 496 | $27.8K | 0.00% | 00.0% | Unchanged |
| Headlands Technologies LLC | 485 | $27.2K | 0.00% | −3,818−88.7% | Reduced |
| Contravisory Investment Management, Inc. | 470 | $26.4K | 0.01% | 00.0% | Unchanged |
| WPG Advisers, LLC | 469 | $26.3K | 0.02% | −50−9.6% | Reduced |
| Sterling Capital Management LLC | 463 | $26.0K | 0.00% | −585−55.8% | Reduced |
| Meeder Asset Management Inc | 438 | $24.6K | 0.00% | +55+14.4% | Added |
| Private Trust Co NA | 431 | $24.2K | 0.00% | −4−0.9% | Reduced |
| First Horizon Advisors, Inc. | 429 | $24.1K | 0.00% | +383+832.6% | Added |
| SRS Capital Advisors, Inc. | 300 | $22.4K | 0.00% | −490−62.0% | Reduced |
| State of Wyoming | 387 | $21.7K | 0.00% | +387 | New |
| Whipplewood Advisors, LLC | 359 | $20.1K | 0.01% | +21+6.2% | Added |
| Essential Partners LLC | 355 | $19.9K | 0.01% | +355 | New |
| Hemington Wealth Management | 341 | $19.0K | 0.00% | +32+10.4% | Added |
| South State Corp. | 316 | $17.7K | 0.00% | −153−32.6% | Reduced |
| NewSquare Capital LLC | 309 | $17.3K | 0.00% | +13+4.4% | Added |
| Washington Trust Advisors, Inc. | 283 | $15.9K | 0.00% | +196+225.3% | Added |