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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 9,601 | $487.5K | 0.02% | 00.0% | Unchanged |
| Everence Capital Management Inc | 9,710 | $493.0K | 0.03% | 00.0% | Unchanged |
| Mount Lucas Management LP | 9,990 | $507.3K | 0.23% | −720−6.7% | Reduced |
| Allstate Corp | 10,176 | $516.7K | 0.01% | +10,176 | New |
| Apollon Wealth Management, LLC | 10,259 | $521.0K | 0.01% | −10−0.1% | Reduced |
| Merit Financial Group, LLC | 10,264 | $521.2K | 0.00% | +73+0.7% | Added |
| Cambria Investment Management, L.P. | 10,314 | $523.7K | 0.03% | +2,061+25.0% | Added |
| Fox Run Management, L.L.C. | 10,379 | $527.0K | 0.08% | +10,379 | New |
| Integrated Wealth Concepts LLC | 10,581 | $537.3K | 0.00% | −2,442−18.8% | Reduced |
| Shelton Capital Management | 10,778 | $547.3K | 0.01% | −215−2.0% | Reduced |
| Voleon Capital Management LP | 10,784 | $547.6K | 0.01% | +10,784 | New |
| CIBC Bancorp USA Inc. | 10,896 | $553.3K | 0.00% | +10,896 | New |
| Metis Global Partners, LLC | 10,983 | $557.7K | 0.01% | +40.0% | Added |
| GAMMA Investing LLC | 11,156 | $566.5K | 0.03% | −162−1.4% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $573.5K | 0.03% | 00.0% | Unchanged |
| Sciencast Management LP | 11,353 | $576.5K | 0.11% | −13,626−54.5% | Reduced |
| Kestra Investment Management, LLC | 11,358 | $576.7K | 0.02% | +11,358 | New |
| Assenagon Asset Management S.A. | 11,964 | $607.5K | 0.00% | −93,040−88.6% | Reduced |
| AXS Investments LLC | 12,000 | $609.4K | 0.19% | 00.0% | Unchanged |
| AIA Group Ltd | 12,326 | $625.9K | 0.01% | +12,326 | New |
| Atomi Financial Group, Inc. | 12,511 | $635.3K | 0.02% | +204+1.7% | Added |
| NBC Securities, Inc. | 12,560 | $637.8K | 0.05% | +75+0.6% | Added |
| ProShare Advisors LLC | 12,740 | $646.9K | 0.00% | −733−5.4% | Reduced |
| E. Ohman J:or Asset Management AB | 13,000 | $660.1K | 0.02% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 13,202 | $670.4K | 0.00% | −226−1.7% | Reduced |
| Numerai GP LLC | 13,251 | $672.9K | 0.09% | +5,350+67.7% | Added |
| Harvest Investment Services, LLC | 13,577 | $689.4K | 0.14% | +1,373+11.3% | Added |
| Tokio Marine Asset Management Co Ltd | 14,152 | $718.6K | 0.03% | +113+0.8% | Added |
| CIBC Asset Management Inc | 14,248 | $723.5K | 0.00% | +94+0.7% | Added |
| Investment Management Corp of Ontario | 14,256 | $723.9K | 0.01% | +6,719+89.1% | Added |
| CWM, LLC | 14,366 | $730.0K | 0.00% | −521−3.5% | Reduced |
| QRG Capital Management, Inc. | 14,745 | $748.7K | 0.01% | −78,696−84.2% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $750.1K | 0.02% | 00.0% | Unchanged |
| Creative Planning | 15,011 | $762.3K | 0.00% | +730+5.1% | Added |
| Gsa Capital Partners LLP | 15,093 | $766.0K | 0.06% | −2,450−14.0% | Reduced |
| Gulf International Bank (UK) Ltd | 15,129 | $768.0K | 0.03% | −442−2.8% | Reduced |
| Two Sigma Securities, LLC | 15,525 | $788.4K | 0.12% | +15,525 | New |
| Pathstone Holdings, LLC | 16,102 | $817.7K | 0.00% | +225+1.4% | Added |
| Summit Trail Advisors, LLC | 16,155 | $820.4K | 0.01% | +11,906+280.2% | Added |
| Bank of Nova Scotia | 16,282 | $826.8K | 0.00% | −128,070−88.7% | Reduced |
| Greenleaf Trust | 17,605 | $894.0K | 0.01% | +650+3.8% | Added |
| Aster Capital Management (DIFC) Ltd | 18,352 | $931.9K | 0.47% | +18,352 | New |
| Rodgers Brothers Inc. | 19,000 | $964.8K | 0.12% | 00.0% | Unchanged |
| ISAM Funds (UK) Ltd | 19,122 | $971.0K | 0.20% | +19,122 | New |
| Tower Research Capital LLC (TRC) | 19,447 | $987.5K | 0.03% | +7,900+68.4% | Added |
| Graham Capital Management, L.P. | 19,521 | $991.3K | 0.04% | −131,494−87.1% | Reduced |
| Hillsdale Investment Management Inc. | 19,750 | $1.00M | 0.03% | +3,500+21.5% | Added |
| Gamco Investors, Inc. Et Al | 20,128 | $1.02M | 0.01% | −69−0.3% | Reduced |
| Avanza Fonder AB | 20,637 | $1.05M | 0.03% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,809 | $1.06M | 0.02% | +1,178+6.0% | Added |
| Verition Fund Management LLC | 21,038 | $1.07M | 0.01% | −18,546−46.9% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 21,610 | $1.10M | 0.17% | +21,610 | New |
| XTX Topco Ltd | 21,616 | $1.10M | 0.06% | −53,883−71.4% | Reduced |
| Capital Insight Partners, LLC | 21,902 | $1.11M | 0.18% | −176−0.8% | Reduced |
| Hennessy Advisors Inc | 22,000 | $1.12M | 0.04% | −5,000−18.5% | Reduced |
| Securian Asset Management, Inc | 22,433 | $1.14M | 0.03% | −710−3.1% | Reduced |
| Landscape Capital Management, L.L.C. | 22,704 | $1.15M | 0.07% | +22,704 | New |
| Prelude Capital Management, LLC | 22,891 | $1.16M | 0.09% | +1,661+7.8% | Added |
| Assetmark, Inc | 23,281 | $1.18M | 0.00% | +1,349+6.2% | Added |
| Redwood Investment Management, LLC | 23,337 | $1.19M | 0.13% | −1,009−4.1% | Reduced |
| Board of the Pension Protection Fund | 23,900 | $1.21M | 1.19% | −4,400−15.5% | Reduced |
| Brevan Howard Capital Management LP | 24,593 | $1.25M | 0.02% | −29,886−54.9% | Reduced |
| Magnetar Financial LLC | 24,932 | $1.27M | 0.01% | +24,932 | New |
| Daiwa Securities Group Inc. | 25,393 | $1.29M | 0.00% | −7,500−22.8% | Reduced |
| Clearstead Advisors, LLC | 25,597 | $1.30M | 0.02% | −1,260−4.7% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.36M | 0.01% | 00.0% | Unchanged |
| Pinnacle Associates Ltd | 27,405 | $1.39M | 0.02% | +10,090+58.3% | Added |
| Agf Management Ltd | 27,479 | $1.40M | 0.01% | +3,802+16.1% | Added |
| Bokf, NA | 28,265 | $1.44M | 0.02% | −1,527−5.1% | Reduced |
| Federation des caisses Desjardins du Quebec | 28,322 | $1.44M | 0.01% | +12,437+78.3% | Added |
| Axq Capital, LP | 28,791 | $1.46M | 0.56% | +28,791 | New |
| Raiffeisen Bank International AG | 28,836 | $1.51M | 0.02% | +7,854+37.4% | Added |
| Nisa Investment Advisors, LLC | 29,912 | $1.52M | 0.01% | −5,381−15.2% | Reduced |
| Weiss Asset Management LP | 30,024 | $1.52M | 0.02% | −719−2.3% | Reduced |
| Ritholtz Wealth Management | 30,039 | $1.53M | 0.03% | −768−2.5% | Reduced |
| Bank of Montreal | 30,102 | $1.53M | 0.00% | −1,977−6.2% | Reduced |
| Smith Asset Management Co., LLC | 71,949 | $1.56M | 1.33% | +4,533+6.7% | Added |
| Integrated Advisors Network LLC | 31,231 | $1.59M | 0.07% | −455−1.4% | Reduced |
| New York Life Investment Management LLC | 31,503 | $1.60M | 0.01% | −1,341−4.1% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.62M | 0.01% | −132−0.4% | Reduced |
| State of Alaska, Department of Revenue | 32,239 | $1.64M | 0.02% | −1,921−5.6% | Reduced |
| Cerity Partners LLC | 32,466 | $1.65M | 0.00% | −5,102−13.6% | Reduced |
| HighTower Advisors, LLC | 32,680 | $1.66M | 0.00% | +1,248+4.0% | Added |
| Truist Financial Corp | 32,820 | $1.67M | 0.00% | +21,127+180.7% | Added |
| Cresset Asset Management, LLC | 32,907 | $1.67M | 0.01% | +1,559+5.0% | Added |
| Brinker Capital Investments, LLC | 33,093 | $1.68M | 0.01% | +389+1.2% | Added |
| Atlantic Union Bankshares Corp | 33,168 | $1.68M | 0.03% | +33,168 | New |
| Susquehanna Fundamental Investments, LLC | 33,223 | $1.69M | 0.07% | +33,223 | New |
| Legacy Wealth Management, LLC | 33,335 | $1.69M | 0.51% | −5,905−15.0% | Reduced |
| Inceptionr LLC | 33,558 | $1.70M | 0.41% | +24,947+289.7% | Added |
| Vise Technologies, Inc. | 33,816 | $1.72M | 0.06% | +212+0.6% | Added |
| Credit Agricole S A | 34,046 | $1.73M | 0.01% | +34,046 | New |
| Carolina Wealth Advisors, LLC | 34,182 | $1.74M | 0.75% | +7,529+28.2% | Added |
| OP Asset Management Ltd | 34,589 | $1.76M | 0.02% | 00.0% | Unchanged |
| TD Asset Management Inc | 35,139 | $1.78M | 0.00% | −1,355−3.7% | Reduced |
| Richard Bernstein Advisors LLC | 35,576 | $1.81M | 0.05% | −51,759−59.3% | Reduced |
| EFG Asset Management (Americas) Corp. | 35,653 | $1.81M | 0.31% | +35,653 | New |
| Wealth Enhancement Advisory Services, LLC | 35,538 | $1.81M | 0.00% | +791+2.3% | Added |
| Intech Investment Management LLC | 36,594 | $1.86M | 0.02% | +12,987+55.0% | Added |
| JustInvest LLC | 36,682 | $1.86M | 0.02% | −851−2.3% | Reduced |