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, Q3 2025
Institutional positions in Equitable Holdings, Inc. as of Sep 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
- 563
- −11 vs. Q2 2025
- Shares held
- 273.3M
- −9.54M (−3.4%) vs. Q2 2025
- Total value
- $13.9B
- −$1.98B (−12.5%) vs. Q2 2025
- New holders
- 65
- 181 more added
- Sold out
- 76
- 230 more reduced
7 institutions that held it in Q2 2025 haven't filed for Q3 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q2 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, Q3 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q2 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Colonial Trust Co | 1,035 | $52.6K | 0.01% | −3,000−74.3% | Reduced |
| LRI Investments, LLC | 1,209 | $61.4K | 0.01% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,289 | $65.4K | 0.02% | +3+0.2% | Added |
| Cullen/Frost Bankers, Inc. | 1,300 | $66.0K | 0.00% | 00.0% | Unchanged |
| Zions Bancorporation, National Association | 1,597 | $81.1K | 0.00% | −52−3.2% | Reduced |
| Ronald Blue Trust, Inc. | 1,676 | $85.1K | 0.00% | −409−19.6% | Reduced |
| EverSource Wealth Advisors, LLC | 1,793 | $91.1K | 0.00% | +9+0.5% | Added |
| Massmutual Trust Co FSB | 1,871 | $95.0K | 0.00% | 00.0% | Unchanged |
| CIBC Private Wealth Group, LLC | 1,914 | $97.2K | 0.00% | +1,782+1,350.0% | Added |
| Northwestern Mutual Wealth Management Co | 2,025 | $102.8K | 0.00% | −1,614−44.4% | Reduced |
| Sit Investment Associates Inc | 2,450 | $124.0K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 2,499 | $126.9K | 0.01% | −4−0.2% | Reduced |
| Farther Finance Advisors, LLC | 2,565 | $130.3K | 0.00% | +33+1.3% | Added |
| Cornerstone Planning Group LLC | 2,784 | $134.5K | 0.02% | −2−0.1% | Reduced |
| Principal Securities, Inc. | 2,703 | $137.3K | 0.00% | −289−9.7% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,750 | $139.6K | 0.00% | −66−2.3% | Reduced |
| Van Eck Associates Corp | 2,753 | $140.0K | 0.00% | +157+6.0% | Added |
| Quent Capital, LLC | 2,826 | $143.5K | 0.01% | +2,826 | New |
| IFP Advisors, Inc | 2,841 | $144.3K | 0.00% | +1,311+85.7% | Added |
| FIL Ltd | 2,970 | $150.8K | 0.00% | 00.0% | Unchanged |
| Anchor Investment Management, LLC | 3,000 | $152.3K | 0.01% | −13,367−81.7% | Reduced |
| Smartleaf Asset Management LLC | 3,003 | $157.1K | 0.01% | +1,931+180.1% | Added |
| National Bank of Canada | 3,325 | $168.8K | 0.00% | −73,629−95.7% | Reduced |
| Ostrum Asset Management | 3,410 | $173.2K | 0.01% | −106−3.0% | Reduced |
| SG Americas Securities, LLC | 3,489 | $177.0K | 0.00% | −10,250−74.6% | Reduced |
| Hantz Financial Services, Inc. | 3,714 | $189.0K | 0.00% | +1,199+47.7% | Added |
| Pitcairn Co | 3,952 | $200.7K | 0.02% | −1,861−32.0% | Reduced |
| Phillips Wealth Planners LLC | 4,077 | $207.6K | 0.17% | −280−6.4% | Reduced |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $211.1K | 0.01% | 00.0% | Unchanged |
| Independent Advisor Alliance | 4,225 | $214.5K | 0.01% | +82+2.0% | Added |
| Sonoma Allocations LLC | 4,559 | $215.3K | 0.08% | +4,559 | New |
| D'Orazio & Associates, Inc. | 4,278 | $217.2K | 0.03% | −32−0.7% | Reduced |
| Wealthfront Advisers LLC | 4,295 | $218.1K | 0.00% | −110−2.5% | Reduced |
| Siemens Fonds Invest GmbH | 4,309 | $218.8K | 0.01% | 00.0% | Unchanged |
| Umb Bank N A | 4,325 | $219.6K | 0.00% | −185−4.1% | Reduced |
| Blueshift Asset Management, LLC | 4,355 | $221.1K | 0.07% | +4,355 | New |
| Fifth Third Bancorp | 4,426 | $224.8K | 0.00% | +111+2.6% | Added |
| Signaturefd, LLC | 4,551 | $231.1K | 0.00% | −15−0.3% | Reduced |
| Tudor Investment Corp Et Al | 4,597 | $233.4K | 0.00% | +4,597 | New |
| Longboard Asset Management, LP | 4,608 | $234.0K | 0.38% | 00.0% | Unchanged |
| United Capital Financial Advisers, LLC | 4,687 | $238.0K | 0.00% | +1,079+29.9% | Added |
| Miracle Mile Advisors, LLC | 4,696 | $238.5K | 0.00% | −1,615−25.6% | Reduced |
| PDS Planning, Inc | 4,703 | $238.8K | 0.02% | −126−2.6% | Reduced |
| Wedmont Private Capital | 4,708 | $240.0K | 0.01% | +53+1.1% | Added |
| HB Wealth Management, LLC | 4,771 | $242.3K | 0.00% | −17−0.4% | Reduced |
| SRS Capital Advisors, Inc. | 4,849 | $246.2K | 0.00% | +4,549+1,516.3% | Added |
| Sequoia Financial Advisors, LLC | 4,862 | $246.9K | 0.00% | +964+24.7% | Added |
| Advus Financial Partners, LLC | 4,890 | $248.3K | 0.06% | −95−1.9% | Reduced |
| denkapparat Operations GmbH | 4,898 | $248.7K | 0.16% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,021 | $255.0K | 0.00% | +46+0.9% | Added |
| Vestcor Inc | 5,060 | $257.0K | 0.01% | 00.0% | Unchanged |
| Callan Family Office, LLC | 5,070 | $257.5K | 0.01% | +506+11.1% | Added |
| Rafferty Asset Management, LLC | 5,175 | $262.8K | 0.00% | −134−2.5% | Reduced |
| Resources Investment Advisors, LLC. | 5,188 | $263.4K | 0.00% | −998−16.1% | Reduced |
| Kathmere Capital Management, LLC | 5,199 | $264.0K | 0.02% | −417−7.4% | Reduced |
| Fieldview Capital Management, LLC | 5,265 | $267.4K | 0.04% | +5,265 | New |
| UniSuper Management Pty Ltd | 5,300 | $269.1K | 0.00% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 5,304 | $269.3K | 0.01% | 00.0% | Unchanged |
| Commerce Bank | 5,311 | $269.7K | 0.00% | +190+3.7% | Added |
| Net Worth Advisory Group | 5,396 | $274.0K | 0.08% | +5,396 | New |
| Janney Montgomery Scott LLC | 5,518 | $280.0K | 0.00% | −8,935−61.8% | Reduced |
| Jones Financial Companies LLLP | 5,347 | $280.1K | 0.00% | +133+2.6% | Added |
| Snowden Capital Advisors LLC | 5,701 | $289.5K | 0.01% | −4,289−42.9% | Reduced |
| Park Avenue Securities LLC | 5,924 | $301.0K | 0.00% | +201+3.5% | Added |
| Blair William & Co | 5,937 | $301.5K | 0.00% | +745+14.3% | Added |
| Mariner, LLC | 5,970 | $303.2K | 0.00% | −19,031−76.1% | Reduced |
| Skopos Labs, Inc. | 5,488 | $307.1K | 0.04% | −214−3.8% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $307.8K | 0.16% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,106 | $310.1K | 0.02% | −7,009−53.4% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,152 | $312.4K | 0.01% | 00.0% | Unchanged |
| We Are One Seven, LLC | 6,229 | $316.3K | 0.01% | −673−9.8% | Reduced |
| Applied Finance Capital Management, LLC | 6,405 | $325.2K | 0.02% | −1,335−17.2% | Reduced |
| Tributary Capital Management, LLC | 6,485 | $329.3K | 0.03% | −280−4.1% | Reduced |
| Diametric Capital, LP | 6,485 | $329.3K | 0.12% | +6,485 | New |
| Coldstream Capital Management Inc | 6,760 | $343.3K | 0.00% | +1,219+22.0% | Added |
| Ascent Group, LLC | 6,833 | $347.0K | 0.01% | −32−0.5% | Reduced |
| RSM US Wealth Management LLC | 6,919 | $351.4K | 0.00% | +616+9.8% | Added |
| Bessemer Group Inc | 6,932 | $352.0K | 0.00% | +699+11.2% | Added |
| Seeds Investor LLC | 7,108 | $361.0K | 0.08% | −1,114−13.5% | Reduced |
| STRS Ohio | 7,190 | $365.1K | 0.00% | −30,294−80.8% | Reduced |
| Captrust Financial Advisors | 7,218 | $366.5K | 0.00% | +885+14.0% | Added |
| Quest Partners LLC | 7,309 | $371.2K | 0.02% | +7,309 | New |
| MML Investors Services, LLC | 7,346 | $373.0K | 0.00% | −45−0.6% | Reduced |
| Advisor Group Holdings, Inc. | 7,312 | $381.9K | 0.00% | +76+1.1% | Added |
| Guggenheim Capital LLC | 7,544 | $383.1K | 0.00% | −1,496−16.5% | Reduced |
| Verdence Capital Advisors LLC | 7,850 | $384.0K | 0.02% | +25+0.3% | Added |
| Quadrant Capital Group LLC | 7,581 | $385.0K | 0.01% | −174−2.2% | Reduced |
| Caitlin John, LLC | 7,648 | $388.4K | 0.27% | +1,292+20.3% | Added |
| Toroso Investments, LLC | 7,660 | $389.0K | 0.00% | +37+0.5% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 7,760 | $394.1K | 0.02% | −718−8.5% | Reduced |
| Romano Brothers and Company | 7,975 | $405.0K | 0.05% | 00.0% | Unchanged |
| Ellevest, Inc. | 8,282 | $420.6K | 0.06% | −1,511−15.4% | Reduced |
| Walleye Capital LLC | 9,042 | $459.2K | 0.00% | +9,042 | New |
| Profund Advisors LLC | 9,092 | $461.7K | 0.02% | −75−0.8% | Reduced |
| Rothschild Investment LLC | 9,114 | $462.8K | 0.03% | +389+4.5% | Added |
| US Bancorp | 9,124 | $463.3K | 0.00% | +26+0.3% | Added |
| Atria Investments LLC | 9,191 | $466.7K | 0.01% | +2,149+30.5% | Added |
| Vontobel Holding Ltd. | 9,326 | $473.6K | 0.00% | 00.0% | Unchanged |
| Catalyst Funds Management Pty Ltd | 9,500 | $482.4K | 0.07% | +2,356+33.0% | Added |
| Meeder Advisory Services, Inc. | 9,594 | $487.2K | 0.02% | +1,465+18.0% | Added |