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
- 562
- −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
- 229 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 | 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, 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 |
|---|---|---|---|---|---|
| Wedge Capital Management L L P | 69,393 | $3.52M | 0.06% | +2,014+3.0% | Added |
| Northwestern Mutual Investment Management Company, LLC | 66,766 | $3.39M | 0.05% | −1,086−1.6% | Reduced |
| Ethic Inc. | 66,697 | $3.39M | 0.06% | −25,454−27.6% | Reduced |
| Natixis | 66,496 | $3.38M | 0.02% | −587,701−89.8% | Reduced |
| LPL Financial LLC | 65,752 | $3.34M | 0.00% | −14,781−18.4% | Reduced |
| DekaBank Deutsche Girozentrale | 64,380 | $3.33M | 0.01% | 00.0% | Unchanged |
| Dynamic Advisor Solutions LLC | 64,668 | $3.28M | 0.10% | +3,086+5.0% | Added |
| Levin Capital Strategies, L.P. | 64,141 | $3.26M | 0.30% | +64,141 | New |
| New Age Alpha Advisors, LLC | 63,900 | $3.24M | 0.14% | −1,959−3.0% | Reduced |
| Elo Mutual Pension Insurance Co | 63,603 | $3.23M | 0.05% | +4,217+7.1% | Added |
| Meridian Wealth Management, LLC | 62,891 | $3.19M | 0.12% | −302−0.5% | Reduced |
| Macquarie Group Ltd | 62,025 | $3.15M | 0.00% | +82+0.1% | Added |
| Neuberger Berman Group LLC | 61,143 | $3.10M | 0.00% | −367,407−85.7% | Reduced |
| New Mexico Educational Retirement Board | 61,100 | $3.10M | 0.10% | −4,400−6.7% | Reduced |
| Point72 (DIFC) Ltd | 60,601 | $3.08M | 0.21% | +60,601 | New |
| Oregon Public Employees Retirement Fund | 60,335 | $3.06M | 0.04% | −1,500−2.4% | Reduced |
| B. Metzler seel. Sohn & Co. AG | 59,976 | $3.05M | 0.03% | 00.0% | Unchanged |
| Stephens Inc | 59,701 | $3.03M | 0.04% | −6,591−9.9% | Reduced |
| Searle & Co. | 57,467 | $2.92M | 0.77% | 00.0% | Unchanged |
| Ameritas Investment Partners, Inc. | 56,149 | $2.85M | 0.09% | −2,855−4.8% | Reduced |
| Dynamic Technology Lab Private Ltd | 55,394 | $2.81M | 0.48% | +55,394 | New |
| Mirae Asset Global Investments Co., Ltd. | 53,867 | $2.74M | 0.01% | +2,410+4.7% | Added |
| Entropy Technologies, LP | 53,111 | $2.70M | 0.20% | −10,745−16.8% | Reduced |
| First National Advisers, LLC | 52,893 | $2.69M | 0.36% | +376+0.7% | Added |
| Ossiam | 52,873 | $2.68M | 0.03% | +52,873 | New |
| ExodusPoint Capital Management, LP | 52,657 | $2.67M | 0.04% | +52,657 | New |
| Lecap Asset Management Ltd | 51,077 | $2.59M | 0.90% | +33,456+189.9% | Added |
| Cetera Investment Advisers | 50,958 | $2.59M | 0.00% | +5,418+11.9% | Added |
| KBC Group NV | 50,667 | $2.57M | 0.01% | +185+0.4% | Added |
| Kempner Capital Management Inc. | 50,505 | $2.56M | 2.13% | −44,274−46.7% | Reduced |
| Utah Retirement Systems | 49,693 | $2.52M | 0.02% | −1,811−3.5% | Reduced |
| First National Bank of Omaha | 49,669 | $2.52M | 0.16% | −2,489−4.8% | Reduced |
| Toronto Dominion Bank | 49,404 | $2.51M | 0.00% | −6,247−11.2% | Reduced |
| Wiley Bros.-Aintree Capital, LLC | 47,916 | $2.43M | 0.02% | −1,249−2.5% | Reduced |
| U.S. Capital Wealth Advisors, LLC | 47,704 | $2.42M | 0.07% | −2,854−5.6% | Reduced |
| Omers Administration Corp | 47,398 | $2.41M | 0.02% | +1,653+3.6% | Added |
| Alerus Financial NA | 47,390 | $2.41M | 0.12% | +144+0.3% | Added |
| CI Private Wealth, LLC | 47,367 | $2.41M | 0.00% | +8,847+23.0% | Added |
| Prudential Financial Inc | 47,105 | $2.39M | 0.00% | +8,157+20.9% | Added |
| Tredje AP-fonden | 46,888 | $2.38M | 0.02% | +20,477+77.5% | Added |
| Advisory Services Network, LLC | 45,677 | $2.32M | 0.03% | +16,757+57.9% | Added |
| AXA Investment Managers S.A. | 45,584 | $2.31M | 0.01% | +45,584 | New |
| Mackenzie Financial Corp | 45,514 | $2.31M | 0.00% | +829+1.9% | Added |
| Holocene Advisors, LP | 44,847 | $2.28M | 0.01% | +44,847 | New |
| Bridgeway Capital Management, LLC | 43,800 | $2.22M | 0.05% | 00.0% | Unchanged |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,797 | $2.22M | 0.02% | +400+0.9% | Added |
| British Columbia Investment Management Corp | 43,679 | $2.22M | 0.01% | −4,600−9.5% | Reduced |
| CAPROCK Group, Inc. | 41,591 | $2.22M | 0.05% | +41,591 | New |
| EFG Asset Management (North America) Corp. | 43,486 | $2.21M | 0.29% | +4,947+12.8% | Added |
| Diversified Trust Co | 42,186 | $2.14M | 0.04% | 00.0% | Unchanged |
| L2 Asset Management, LLC | 41,101 | $2.09M | 0.30% | +29,716+261.0% | Added |
| M&T Bank Corp | 41,056 | $2.09M | 0.01% | −2,872−6.5% | Reduced |
| Ruane, Cunniff & Goldfarb L.P. | 40,636 | $2.06M | 0.03% | −92−0.2% | Reduced |
| The PNC Financial Services Group, Inc. | 40,502 | $2.06M | 0.00% | +19,000+88.4% | Added |
| Pacer Advisors, Inc. | 39,898 | $2.03M | 0.01% | +24,403+157.5% | Added |
| Teacher Retirement System of Texas | 39,814 | $2.02M | 0.01% | −93,646−70.2% | Reduced |
| Artemis Investment Management LLP | 39,538 | $2.01M | 0.02% | −10,296−20.7% | Reduced |
| Icon Advisers Inc | 39,200 | $1.99M | 0.44% | 00.0% | Unchanged |
| Janus Henderson Group PLC | 38,895 | $1.98M | 0.00% | −220,726−85.0% | Reduced |
| Candriam Luxembourg S.C.A. | 38,597 | $1.96M | 0.01% | 00.0% | Unchanged |
| Mesirow Financial Investment Management, Inc. | 38,117 | $1.94M | 0.03% | −356−0.9% | Reduced |
| Nissay Asset Management Corp | 37,707 | $1.91M | 0.01% | −474−1.2% | Reduced |
| EJF Capital LLC | 37,400 | $1.90M | 1.10% | 00.0% | Unchanged |
| JustInvest LLC | 36,682 | $1.86M | 0.02% | −851−2.3% | Reduced |
| Intech Investment Management LLC | 36,594 | $1.86M | 0.02% | +12,987+55.0% | Added |
| Wealth Enhancement Advisory Services, LLC | 35,538 | $1.81M | 0.00% | +791+2.3% | Added |
| EFG Asset Management (Americas) Corp. | 35,653 | $1.81M | 0.31% | +35,653 | New |
| Richard Bernstein Advisors LLC | 35,576 | $1.81M | 0.05% | −51,759−59.3% | Reduced |
| TD Asset Management Inc | 35,139 | $1.78M | 0.00% | −1,355−3.7% | Reduced |
| OP Asset Management Ltd | 34,589 | $1.76M | 0.02% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 34,182 | $1.74M | 0.75% | +7,529+28.2% | Added |
| Credit Agricole S A | 34,046 | $1.73M | 0.01% | +34,046 | New |
| Vise Technologies, Inc. | 33,816 | $1.72M | 0.06% | +212+0.6% | Added |
| Inceptionr LLC | 33,558 | $1.70M | 0.41% | +24,947+289.7% | Added |
| Legacy Wealth Management, LLC | 33,335 | $1.69M | 0.51% | −5,905−15.0% | Reduced |
| Susquehanna Fundamental Investments, LLC | 33,223 | $1.69M | 0.07% | +33,223 | New |
| Atlantic Union Bankshares Corp | 33,168 | $1.68M | 0.03% | +33,168 | New |
| Brinker Capital Investments, LLC | 33,093 | $1.68M | 0.01% | +389+1.2% | Added |
| Cresset Asset Management, LLC | 32,907 | $1.67M | 0.01% | +1,559+5.0% | Added |
| Truist Financial Corp | 32,820 | $1.67M | 0.00% | +21,127+180.7% | Added |
| HighTower Advisors, LLC | 32,680 | $1.66M | 0.00% | +1,248+4.0% | Added |
| Cerity Partners LLC | 32,466 | $1.65M | 0.00% | −5,102−13.6% | Reduced |
| State of Alaska, Department of Revenue | 32,239 | $1.64M | 0.02% | −1,921−5.6% | Reduced |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.62M | 0.01% | −132−0.4% | Reduced |
| New York Life Investment Management LLC | 31,503 | $1.60M | 0.01% | −1,341−4.1% | Reduced |
| Integrated Advisors Network LLC | 31,231 | $1.59M | 0.07% | −455−1.4% | Reduced |
| Smith Asset Management Co., LLC | 71,949 | $1.56M | 1.33% | +4,533+6.7% | Added |
| Bank of Montreal | 30,102 | $1.53M | 0.00% | −1,977−6.2% | Reduced |
| Ritholtz Wealth Management | 30,039 | $1.53M | 0.03% | −768−2.5% | Reduced |
| Weiss Asset Management LP | 30,024 | $1.52M | 0.02% | −719−2.3% | Reduced |
| Nisa Investment Advisors, LLC | 29,912 | $1.52M | 0.01% | −5,381−15.2% | Reduced |
| Raiffeisen Bank International AG | 28,836 | $1.51M | 0.02% | +7,854+37.4% | Added |
| Axq Capital, LP | 28,791 | $1.46M | 0.56% | +28,791 | New |
| Federation des caisses Desjardins du Quebec | 28,322 | $1.44M | 0.01% | +12,437+78.3% | Added |
| Bokf, NA | 28,265 | $1.44M | 0.02% | −1,527−5.1% | Reduced |
| Agf Management Ltd | 27,479 | $1.40M | 0.01% | +3,802+16.1% | Added |
| Pinnacle Associates Ltd | 27,405 | $1.39M | 0.02% | +10,090+58.3% | Added |
| Public Employees Retirement Association of Colorado | 26,805 | $1.36M | 0.01% | 00.0% | Unchanged |
| Clearstead Advisors, LLC | 25,597 | $1.30M | 0.02% | −1,260−4.7% | Reduced |
| Daiwa Securities Group Inc. | 25,393 | $1.29M | 0.00% | −7,500−22.8% | Reduced |