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 |
|---|---|---|---|---|---|
| Snowden Capital Advisors LLC | 5,701 | $289.5K | 0.01% | −4,289−42.9% | Reduced |
| Jones Financial Companies LLLP | 5,347 | $280.1K | 0.00% | +133+2.6% | Added |
| Janney Montgomery Scott LLC | 5,518 | $280.0K | 0.00% | −8,935−61.8% | Reduced |
| Net Worth Advisory Group | 5,396 | $274.0K | 0.08% | +5,396 | New |
| Commerce Bank | 5,311 | $269.7K | 0.00% | +190+3.7% | Added |
| Abn Amro Investment Solutions | 5,304 | $269.3K | 0.01% | 00.0% | Unchanged |
| UniSuper Management Pty Ltd | 5,300 | $269.1K | 0.00% | 00.0% | Unchanged |
| Fieldview Capital Management, LLC | 5,265 | $267.4K | 0.04% | +5,265 | New |
| Kathmere Capital Management, LLC | 5,199 | $264.0K | 0.02% | −417−7.4% | Reduced |
| Resources Investment Advisors, LLC. | 5,188 | $263.4K | 0.00% | −998−16.1% | Reduced |
| Rafferty Asset Management, LLC | 5,175 | $262.8K | 0.00% | −134−2.5% | Reduced |
| Callan Family Office, LLC | 5,070 | $257.5K | 0.01% | +506+11.1% | Added |
| Vestcor Inc | 5,060 | $257.0K | 0.01% | 00.0% | Unchanged |
| Forum Financial Management, LP | 5,021 | $255.0K | 0.00% | +46+0.9% | Added |
| denkapparat Operations GmbH | 4,898 | $248.7K | 0.16% | 00.0% | Unchanged |
| Sequoia Financial Advisors, LLC | 4,862 | $246.9K | 0.00% | +964+24.7% | Added |
| SRS Capital Advisors, Inc. | 4,849 | $246.2K | 0.00% | +4,549+1,516.3% | Added |
| HB Wealth Management, LLC | 4,771 | $242.3K | 0.00% | −17−0.4% | Reduced |
| Wedmont Private Capital | 4,708 | $240.0K | 0.01% | +53+1.1% | Added |
| PDS Planning, Inc | 4,703 | $238.8K | 0.02% | −126−2.6% | Reduced |
| Miracle Mile Advisors, LLC | 4,696 | $238.5K | 0.00% | −1,615−25.6% | Reduced |
| United Capital Financial Advisers, LLC | 4,687 | $238.0K | 0.00% | +1,079+29.9% | Added |
| Longboard Asset Management, LP | 4,608 | $234.0K | 0.38% | 00.0% | Unchanged |
| Tudor Investment Corp Et Al | 4,597 | $233.4K | 0.00% | +4,597 | New |
| Signaturefd, LLC | 4,551 | $231.1K | 0.00% | −15−0.3% | Reduced |
| Fifth Third Bancorp | 4,426 | $224.8K | 0.00% | +111+2.6% | Added |
| Blueshift Asset Management, LLC | 4,355 | $221.1K | 0.07% | +4,355 | New |
| Umb Bank N A | 4,325 | $219.6K | 0.00% | −185−4.1% | Reduced |
| Siemens Fonds Invest GmbH | 4,309 | $218.8K | 0.01% | 00.0% | Unchanged |
| Wealthfront Advisers LLC | 4,295 | $218.1K | 0.00% | −110−2.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,278 | $217.2K | 0.03% | −32−0.7% | Reduced |
| Sonoma Allocations LLC | 4,559 | $215.3K | 0.08% | +4,559 | New |
| Independent Advisor Alliance | 4,225 | $214.5K | 0.01% | +82+2.0% | Added |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $211.1K | 0.01% | 00.0% | Unchanged |
| Phillips Wealth Planners LLC | 4,077 | $207.6K | 0.17% | −280−6.4% | Reduced |
| Pitcairn Co | 3,952 | $200.7K | 0.02% | −1,861−32.0% | Reduced |
| Hantz Financial Services, Inc. | 3,714 | $189.0K | 0.00% | +1,199+47.7% | Added |
| SG Americas Securities, LLC | 3,489 | $177.0K | 0.00% | −10,250−74.6% | Reduced |
| Ostrum Asset Management | 3,410 | $173.2K | 0.01% | −106−3.0% | Reduced |
| National Bank of Canada | 3,325 | $168.8K | 0.00% | −73,629−95.7% | Reduced |
| Smartleaf Asset Management LLC | 3,003 | $157.1K | 0.01% | +1,931+180.1% | Added |
| Anchor Investment Management, LLC | 3,000 | $152.3K | 0.01% | −13,367−81.7% | Reduced |
| FIL Ltd | 2,970 | $150.8K | 0.00% | 00.0% | Unchanged |
| IFP Advisors, Inc | 2,841 | $144.3K | 0.00% | +1,311+85.7% | Added |
| Quent Capital, LLC | 2,826 | $143.5K | 0.01% | +2,826 | New |
| Van Eck Associates Corp | 2,753 | $140.0K | 0.00% | +157+6.0% | Added |
| Steward Partners Investment Advisory, LLC | 2,750 | $139.6K | 0.00% | −66−2.3% | Reduced |
| Principal Securities, Inc. | 2,703 | $137.3K | 0.00% | −289−9.7% | Reduced |
| Cornerstone Planning Group LLC | 2,784 | $134.5K | 0.02% | −2−0.1% | Reduced |
| Farther Finance Advisors, LLC | 2,565 | $130.3K | 0.00% | +33+1.3% | Added |
| Parkside Financial Bank & Trust | 2,499 | $126.9K | 0.01% | −4−0.2% | Reduced |
| Sit Investment Associates Inc | 2,450 | $124.0K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,025 | $102.8K | 0.00% | −1,614−44.4% | Reduced |
| CIBC Private Wealth Group, LLC | 1,914 | $97.2K | 0.00% | +1,782+1,350.0% | Added |
| Massmutual Trust Co FSB | 1,871 | $95.0K | 0.00% | 00.0% | Unchanged |
| EverSource Wealth Advisors, LLC | 1,793 | $91.1K | 0.00% | +9+0.5% | Added |
| Ronald Blue Trust, Inc. | 1,676 | $85.1K | 0.00% | −409−19.6% | Reduced |
| Zions Bancorporation, National Association | 1,597 | $81.1K | 0.00% | −52−3.2% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,300 | $66.0K | 0.00% | 00.0% | Unchanged |
| Rise Advisors, LLC | 1,289 | $65.4K | 0.02% | +3+0.2% | Added |
| LRI Investments, LLC | 1,209 | $61.4K | 0.01% | 00.0% | Unchanged |
| Colonial Trust Co | 1,035 | $52.6K | 0.01% | −3,000−74.3% | Reduced |
| Wealthspire Advisors, LLC | 818 | $41.5K | 0.00% | +818 | New |
| Versant Capital Management, Inc | 792 | $40.2K | 0.01% | +14+1.8% | Added |
| Caitong International Asset Management Co., Ltd | 750 | $38.1K | 0.03% | +750 | New |
| Hilltop National Bank | 721 | $36.6K | 0.01% | +721 | New |
| MAI Capital Management | 721 | $36.6K | 0.00% | −217−23.1% | Reduced |
| Root Financial Partners, LLC | 710 | $36.1K | 0.00% | +710 | New |
| Global Retirement Partners, LLC | 692 | $35.1K | 0.00% | −597−46.3% | Reduced |
| Orion Capital Management LLC | 635 | $32.2K | 0.01% | +5+0.8% | Added |
| Harbour Investments, Inc. | 617 | $31.3K | 0.00% | +34+5.8% | Added |
| Parallel Advisors, LLC | 588 | $29.9K | 0.00% | −6−1.0% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $27.9K | 0.01% | 00.0% | Unchanged |
| True Wealth Design, LLC | 544 | $27.6K | 0.01% | −17−3.0% | Reduced |
| Whittier Trust Co of Nevada Inc | 529 | $27.1K | 0.00% | −20−3.6% | Reduced |
| Brown Brothers Harriman & Co | 529 | $26.9K | 0.00% | 00.0% | Unchanged |
| Johnson Financial Group, Inc. | 510 | $25.9K | 0.00% | +510 | New |
| MV Capital Management, Inc. | 496 | $25.2K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 492 | $25.0K | 0.02% | +23+4.9% | Added |
| State of Wyoming | 487 | $24.7K | 0.00% | +100+25.8% | Added |
| Essential Partners LLC | 483 | $24.5K | 0.01% | +128+36.1% | Added |
| BankPlus Trust Department | 470 | $23.9K | 0.01% | −865−64.8% | Reduced |
| Contravisory Investment Management, Inc. | 470 | $23.9K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 456 | $23.2K | 0.00% | −7−1.5% | Reduced |
| Private Trust Co NA | 431 | $21.9K | 0.00% | 00.0% | Unchanged |
| Allworth Financial LP | 390 | $19.8K | 0.00% | +328+529.0% | Added |
| Hemington Wealth Management | 351 | $17.0K | 0.00% | +10+2.9% | Added |
| Salomon & Ludwin, LLC | 329 | $16.8K | 0.00% | +329 | New |
| Covestor Ltd | 324 | $16.0K | 0.01% | −192−37.2% | Reduced |
| Mather Group, LLC. | 277 | $14.1K | 0.00% | +277 | New |
| ORG Wealth Partners, LLC | 272 | $13.8K | 0.00% | +264+3,300.0% | Added |
| Washington Trust Advisors, Inc. | 271 | $13.8K | 0.00% | −12−4.2% | Reduced |
| JFS Wealth Advisors, LLC | 260 | $13.2K | 0.00% | 00.0% | Unchanged |
| Farmers & Merchants Investments Inc | 250 | $12.7K | 0.00% | +7+2.9% | Added |
| Harbor Investment Advisory, LLC | 235 | $11.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 230 | $11.8K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 217 | $11.0K | 0.00% | 00.0% | Unchanged |
| Fortitude Family Office, LLC | 206 | $10.5K | 0.00% | +7+3.5% | Added |
| WealthCollab, LLC | 178 | $9.04K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $8.63K | 0.00% | +170 | New |