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 |
|---|---|---|---|---|---|
| Magnetar Financial LLC | 24,932 | $1.27M | 0.01% | +24,932 | New |
| Brevan Howard Capital Management LP | 24,593 | $1.25M | 0.02% | −29,886−54.9% | Reduced |
| Board of the Pension Protection Fund | 23,900 | $1.21M | 1.19% | −4,400−15.5% | Reduced |
| Redwood Investment Management, LLC | 23,337 | $1.19M | 0.13% | −1,009−4.1% | Reduced |
| Assetmark, Inc | 23,281 | $1.18M | 0.00% | +1,349+6.2% | Added |
| Prelude Capital Management, LLC | 22,891 | $1.16M | 0.09% | +1,661+7.8% | Added |
| Landscape Capital Management, L.L.C. | 22,704 | $1.15M | 0.07% | +22,704 | New |
| Securian Asset Management, Inc | 22,433 | $1.14M | 0.03% | −710−3.1% | Reduced |
| Hennessy Advisors Inc | 22,000 | $1.12M | 0.04% | −5,000−18.5% | Reduced |
| Capital Insight Partners, LLC | 21,902 | $1.11M | 0.18% | −176−0.8% | Reduced |
| XTX Topco Ltd | 21,616 | $1.10M | 0.06% | −53,883−71.4% | Reduced |
| Point72 Asia (Singapore) Pte. Ltd. | 21,610 | $1.10M | 0.17% | +21,610 | New |
| Verition Fund Management LLC | 21,038 | $1.07M | 0.01% | −18,546−46.9% | Reduced |
| Crossmark Global Holdings, Inc. | 20,809 | $1.06M | 0.02% | +1,178+6.0% | Added |
| Avanza Fonder AB | 20,637 | $1.05M | 0.03% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 20,128 | $1.02M | 0.01% | −69−0.3% | Reduced |
| Hillsdale Investment Management Inc. | 19,750 | $1.00M | 0.03% | +3,500+21.5% | Added |
| Graham Capital Management, L.P. | 19,521 | $991.3K | 0.04% | −131,494−87.1% | Reduced |
| Tower Research Capital LLC (TRC) | 19,447 | $987.5K | 0.03% | +7,900+68.4% | Added |
| ISAM Funds (UK) Ltd | 19,122 | $971.0K | 0.20% | +19,122 | New |
| Rodgers Brothers Inc. | 19,000 | $964.8K | 0.12% | 00.0% | Unchanged |
| Aster Capital Management (DIFC) Ltd | 18,352 | $931.9K | 0.47% | +18,352 | New |
| Greenleaf Trust | 17,605 | $894.0K | 0.01% | +650+3.8% | Added |
| Bank of Nova Scotia | 16,282 | $826.8K | 0.00% | −128,070−88.7% | Reduced |
| Summit Trail Advisors, LLC | 16,155 | $820.4K | 0.01% | +11,906+280.2% | Added |
| Pathstone Holdings, LLC | 16,102 | $817.7K | 0.00% | +225+1.4% | Added |
| Two Sigma Securities, LLC | 15,525 | $788.4K | 0.12% | +15,525 | New |
| Gulf International Bank (UK) Ltd | 15,129 | $768.0K | 0.03% | −442−2.8% | Reduced |
| Gsa Capital Partners LLP | 15,093 | $766.0K | 0.06% | −2,450−14.0% | Reduced |
| Creative Planning | 15,011 | $762.3K | 0.00% | +730+5.1% | Added |
| Maryland State Retirement & Pension System | 14,771 | $750.1K | 0.02% | 00.0% | Unchanged |
| QRG Capital Management, Inc. | 14,745 | $748.7K | 0.01% | −78,696−84.2% | Reduced |
| CWM, LLC | 14,366 | $730.0K | 0.00% | −521−3.5% | Reduced |
| Investment Management Corp of Ontario | 14,256 | $723.9K | 0.01% | +6,719+89.1% | Added |
| CIBC Asset Management Inc | 14,248 | $723.5K | 0.00% | +94+0.7% | Added |
| Tokio Marine Asset Management Co Ltd | 14,152 | $718.6K | 0.03% | +113+0.8% | Added |
| Harvest Investment Services, LLC | 13,577 | $689.4K | 0.14% | +1,373+11.3% | Added |
| Numerai GP LLC | 13,251 | $672.9K | 0.09% | +5,350+67.7% | Added |
| CIBC World Markets Inc. | 13,202 | $670.4K | 0.00% | −226−1.7% | Reduced |
| E. Ohman J:or Asset Management AB | 13,000 | $660.1K | 0.02% | 00.0% | Unchanged |
| ProShare Advisors LLC | 12,740 | $646.9K | 0.00% | −733−5.4% | Reduced |
| NBC Securities, Inc. | 12,560 | $637.8K | 0.05% | +75+0.6% | Added |
| Atomi Financial Group, Inc. | 12,511 | $635.3K | 0.02% | +204+1.7% | Added |
| AIA Group Ltd | 12,326 | $625.9K | 0.01% | +12,326 | New |
| AXS Investments LLC | 12,000 | $609.4K | 0.19% | 00.0% | Unchanged |
| Assenagon Asset Management S.A. | 11,964 | $607.5K | 0.00% | −93,040−88.6% | Reduced |
| Kestra Investment Management, LLC | 11,358 | $576.7K | 0.02% | +11,358 | New |
| Sciencast Management LP | 11,353 | $576.5K | 0.11% | −13,626−54.5% | Reduced |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $573.5K | 0.03% | 00.0% | Unchanged |
| GAMMA Investing LLC | 11,156 | $566.5K | 0.03% | −162−1.4% | Reduced |
| Metis Global Partners, LLC | 10,983 | $557.7K | 0.01% | +40.0% | Added |
| CIBC Bancorp USA Inc. | 10,896 | $553.3K | 0.00% | +10,896 | New |
| Voleon Capital Management LP | 10,784 | $547.6K | 0.01% | +10,784 | New |
| Shelton Capital Management | 10,778 | $547.3K | 0.01% | −215−2.0% | Reduced |
| Integrated Wealth Concepts LLC | 10,581 | $537.3K | 0.00% | −2,442−18.8% | Reduced |
| Fox Run Management, L.L.C. | 10,379 | $527.0K | 0.08% | +10,379 | New |
| Cambria Investment Management, L.P. | 10,314 | $523.7K | 0.03% | +2,061+25.0% | Added |
| Merit Financial Group, LLC | 10,264 | $521.2K | 0.00% | +73+0.7% | Added |
| Apollon Wealth Management, LLC | 10,259 | $521.0K | 0.01% | −10−0.1% | Reduced |
| Allstate Corp | 10,176 | $516.7K | 0.01% | +10,176 | New |
| Mount Lucas Management LP | 9,990 | $507.3K | 0.23% | −720−6.7% | Reduced |
| Everence Capital Management Inc | 9,710 | $493.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 9,601 | $487.5K | 0.02% | 00.0% | Unchanged |
| Meeder Advisory Services, Inc. | 9,594 | $487.2K | 0.02% | +1,465+18.0% | Added |
| Catalyst Funds Management Pty Ltd | 9,500 | $482.4K | 0.07% | +2,356+33.0% | Added |
| Vontobel Holding Ltd. | 9,326 | $473.6K | 0.00% | 00.0% | Unchanged |
| Atria Investments LLC | 9,191 | $466.7K | 0.01% | +2,149+30.5% | Added |
| US Bancorp | 9,124 | $463.3K | 0.00% | +26+0.3% | Added |
| Rothschild Investment LLC | 9,114 | $462.8K | 0.03% | +389+4.5% | Added |
| Profund Advisors LLC | 9,092 | $461.7K | 0.02% | −75−0.8% | Reduced |
| Walleye Capital LLC | 9,042 | $459.2K | 0.00% | +9,042 | New |
| Ellevest, Inc. | 8,282 | $420.6K | 0.06% | −1,511−15.4% | Reduced |
| Romano Brothers and Company | 7,975 | $405.0K | 0.05% | 00.0% | Unchanged |
| Meiji Yasuda Asset Management Co Ltd. | 7,760 | $394.1K | 0.02% | −718−8.5% | Reduced |
| Toroso Investments, LLC | 7,660 | $389.0K | 0.00% | +37+0.5% | Added |
| Caitlin John, LLC | 7,648 | $388.4K | 0.27% | +1,292+20.3% | Added |
| Quadrant Capital Group LLC | 7,581 | $385.0K | 0.01% | −174−2.2% | Reduced |
| Verdence Capital Advisors LLC | 7,850 | $384.0K | 0.02% | +25+0.3% | Added |
| Guggenheim Capital LLC | 7,544 | $383.1K | 0.00% | −1,496−16.5% | Reduced |
| Advisor Group Holdings, Inc. | 7,312 | $381.9K | 0.00% | +76+1.1% | Added |
| MML Investors Services, LLC | 7,346 | $373.0K | 0.00% | −45−0.6% | Reduced |
| Quest Partners LLC | 7,309 | $371.2K | 0.02% | +7,309 | New |
| Captrust Financial Advisors | 7,218 | $366.5K | 0.00% | +885+14.0% | Added |
| STRS Ohio | 7,190 | $365.1K | 0.00% | −30,294−80.8% | Reduced |
| Seeds Investor LLC | 7,108 | $361.0K | 0.08% | −1,114−13.5% | Reduced |
| Bessemer Group Inc | 6,932 | $352.0K | 0.00% | +699+11.2% | Added |
| RSM US Wealth Management LLC | 6,919 | $351.4K | 0.00% | +616+9.8% | Added |
| Ascent Group, LLC | 6,833 | $347.0K | 0.01% | −32−0.5% | Reduced |
| Coldstream Capital Management Inc | 6,760 | $343.3K | 0.00% | +1,219+22.0% | Added |
| 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 |
| Applied Finance Capital Management, LLC | 6,405 | $325.2K | 0.02% | −1,335−17.2% | Reduced |
| We Are One Seven, LLC | 6,229 | $316.3K | 0.01% | −673−9.8% | Reduced |
| Ashton Thomas Private Wealth, LLC | 6,152 | $312.4K | 0.01% | 00.0% | Unchanged |
| Counterpoint Mutual Funds LLC | 6,106 | $310.1K | 0.02% | −7,009−53.4% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $307.8K | 0.16% | 00.0% | Unchanged |
| Skopos Labs, Inc. | 5,488 | $307.1K | 0.04% | −214−3.8% | Reduced |
| Mariner, LLC | 5,970 | $303.2K | 0.00% | −19,031−76.1% | Reduced |
| Blair William & Co | 5,937 | $301.5K | 0.00% | +745+14.3% | Added |
| Park Avenue Securities LLC | 5,924 | $301.0K | 0.00% | +201+3.5% | Added |