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 |
|---|---|---|---|---|---|
| Huntington National Bank | 161 | $8.18K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 158 | $8.02K | 0.00% | −631−80.0% | Reduced |
| Meeder Asset Management Inc | 151 | $7.67K | 0.00% | −287−65.5% | Reduced |
| High Note Wealth, LLC | 150 | $7.62K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 139 | $7.06K | 0.01% | −77−35.6% | Reduced |
| Dogwood Wealth Management LLC | 129 | $6.55K | 0.00% | +12+10.3% | Added |
| Trust Co of Vermont | 127 | $6.45K | 0.00% | 00.0% | Unchanged |
| Ancora Advisors, LLC | 117 | $5.94K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $5.08K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 99 | $5.03K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $4.75K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.57K | 0.00% | 00.0% | Unchanged |
| Larson Financial Group LLC | 90 | $4.57K | 0.00% | +28+45.2% | Added |
| Bell Investment Advisors, Inc | 88 | $4.47K | 0.00% | 00.0% | Unchanged |
| South State Corp. | 78 | $3.96K | 0.00% | −238−75.3% | Reduced |
| Webster Bank, N. A. | 78 | $3.96K | 0.00% | 00.0% | Unchanged |
| Sachetta, LLC | 70 | $3.56K | 0.00% | 00.0% | Unchanged |
| TD Private Client Wealth LLC | 69 | $3.50K | 0.00% | −18−20.7% | Reduced |
| DiNuzzo Private Wealth, Inc. | 61 | $3.25K | 0.00% | −1−1.6% | Reduced |
| Capital Advisors, Ltd. LLC | 65 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 57 | $2.89K | 0.00% | 00.0% | Unchanged |
| Spire Wealth Management | 56 | $2.84K | 0.00% | +2+3.7% | Added |
| UMA Financial Services, Inc. | 52 | $2.64K | 0.00% | 00.0% | Unchanged |
| Halbert Hargrove Global Advisors, LLC | 52 | $2.64K | 0.00% | +52 | New |
| SJS Investment Consulting Inc. | 50 | $2.54K | 0.00% | 00.0% | Unchanged |
| Cape Investment Advisory, Inc. | 44 | $2.23K | 0.00% | −78−63.9% | Reduced |
| Cromwell Holdings LLC | 44 | $2.23K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 45 | $2.22K | 0.00% | +45 | New |
| Hughes Financial Services, LLC | 46 | $2.05K | 0.00% | 00.0% | Unchanged |
| AdvisorNet Financial, Inc | 40 | $2.03K | 0.00% | 00.0% | Unchanged |
| Cloud Capital Management, LLC | 57 | $2.00K | 0.00% | +57 | New |
| Scarborough Advisors, LLC | 34 | $1.73K | 0.00% | 00.0% | Unchanged |
| Quaker Wealth Management, LLC | 34 | $1.73K | 0.00% | +33+3,300.0% | Added |
| Rialto Wealth Management, LLC | 30 | $1.52K | 0.00% | +6+25.0% | Added |
| Bare Financial Services, Inc | 30 | $1.52K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 29 | $1.47K | 0.00% | +5+20.8% | Added |
| Activest Wealth Management | 28 | $1.42K | 0.00% | 00.0% | Unchanged |
| Bay Harbor Wealth Management, LLC | 27 | $1.37K | 0.00% | +5+22.7% | Added |
| Country Trust Bank | 24 | $1.22K | 0.00% | +24 | New |
| Financial Network Wealth Advisors LLC | 23 | $1.17K | 0.00% | 00.0% | Unchanged |
| Park Place Capital Corp | 21 | $1.07K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 37 | $1.00K | 0.00% | −9−19.6% | Reduced |
| Glen Eagle Advisors, LLC | 20 | $998 | 0.00% | 00.0% | Unchanged |
| HFM Investment Advisors, LLC | 19 | $965 | 0.00% | −3−13.6% | Reduced |
| Vermillion & White Wealth Management Group, LLC | 18 | $914 | 0.00% | −236−92.9% | Reduced |
| Highline Wealth Partners LLC | 18 | $914 | 0.00% | 00.0% | Unchanged |
| Tortoise Investment Management, LLC | 17 | $863 | 0.00% | −1−5.6% | Reduced |
| Rakuten Securities, Inc. | 15 | $762 | 0.00% | −1−6.3% | Reduced |
| Guerra Advisors Inc | 15 | $762 | 0.00% | +15 | New |
| American Capital Advisory, LLC | 13 | $661 | 0.00% | −4−23.5% | Reduced |
| DecisionPoint Financial, LLC | 13 | $641 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $407 | 0.00% | +8 | New |
| Financial Management Professionals, Inc. | 8 | $406 | 0.00% | 00.0% | Unchanged |
| Transamerica Financial Advisors, Inc. | 8 | $406 | 0.00% | +8 | New |
| SBI Securities Co., Ltd. | 7 | $355 | 0.00% | −9−56.3% | Reduced |
| Private Wealth Asset Management, LLC | 7 | $355 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $355 | 0.01% | 00.0% | Unchanged |
| Private Wealth Management Group, LLC | 3 | $153 | 0.00% | 00.0% | Unchanged |
| TFC Financial Management | 2 | $102 | 0.00% | 00.0% | Unchanged |
| Turning Point Benefit Group, Inc. | 1 | $49 | 0.00% | +1 | New |
| Advisors Asset Management, Inc. | 11 | $0 | 0.00% | −3−21.4% | Reduced |
| Woodline Partners LP | 0 | $0 | 0.00% | −806,464−100.0% | Sold out |
| Voloridge Investment Management, LLC | 0 | $0 | 0.00% | −509,645−100.0% | Sold out |
| Gillson Capital LP | 0 | $0 | 0.00% | −486,260−100.0% | Sold out |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −291,126−100.0% | Sold out |
| Horizon Investments, LLC | 0 | $0 | 0.00% | −156,081−100.0% | Sold out |
| PEAK6 LLC | 0 | $0 | 0.00% | −137,452−100.0% | Sold out |
| Caxton Associates LLP | 0 | $0 | 0.00% | −96,455−100.0% | Sold out |
| Soros Fund Management LLCSuperinvestorSoros Fund Management | 0 | $0 | 0.00% | −86,500−100.0% | Sold out |
| Virginia Retirement Systems Et Al | 0 | $0 | 0.00% | −80,000−100.0% | Sold out |
| Jain Global LLC | 0 | $0 | 0.00% | −74,029−100.0% | Sold out |
| Healthcare of Ontario Pension Plan Trust Fund | 0 | $0 | 0.00% | −63,500−100.0% | Sold out |
| Kingsview Wealth Management, LLC | 0 | $0 | 0.00% | −53,700−100.0% | Sold out |
| Aquatic Capital Management LLC | 0 | $0 | 0.00% | −50,389−100.0% | Sold out |
| Lighthouse Investment Partners, LLC | 0 | $0 | 0.00% | −46,435−100.0% | Sold out |
| Ellsworth Advisors, LLC | 0 | $0 | 0.00% | −38,204−100.0% | Sold out |
| Two Sigma Advisers, LP | 0 | $0 | 0.00% | −35,900−100.0% | Sold out |
| Dorsey Wright & Associates | 0 | $0 | 0.00% | −34,080−100.0% | Sold out |
| AXA S.A. | 0 | $0 | 0.00% | −33,918−100.0% | Sold out |
| Two Sigma Investments, LP | 0 | $0 | 0.00% | −31,388−100.0% | Sold out |
| Ontario Teachers Pension Plan Board | 0 | $0 | 0.00% | −29,641−100.0% | Sold out |
| Ieq Capital, LLC | 0 | $0 | 0.00% | −26,775−100.0% | Sold out |
| Integrated Quantitative Investments LLC | 0 | $0 | 0.00% | −23,288−100.0% | Sold out |
| Convergence Investment Partners, LLC | 0 | $0 | 0.00% | −22,949−100.0% | Sold out |
| Jefferies Financial Group Inc. | 0 | $0 | 0.00% | −20,537−100.0% | Sold out |
| Vinva Investment Management Ltd | 0 | $0 | 0.00% | −14,603−100.0% | Sold out |
| Maverick Capital LtdSuperinvestorMaverick Capital | 0 | $0 | 0.00% | −14,185−100.0% | Sold out |
| Qtron Investments LLC | 0 | $0 | 0.00% | −14,115−100.0% | Sold out |
| Cinctive Capital Management LP | 0 | $0 | 0.00% | −13,443−100.0% | Sold out |
| CSS LLC | 0 | $0 | 0.00% | −12,915−100.0% | Sold out |
| Morse Asset Management, Inc | 0 | $0 | 0.00% | −12,690−100.0% | Sold out |
| Harvest Fund Management Co., Ltd | 0 | $0 | 0.00% | −11,095−100.0% | Sold out |
| Equitable Holdings, Inc. | 0 | $0 | 0.00% | −10,823−100.0% | Sold out |
| Oversea-Chinese Banking CORP Ltd | 0 | $0 | 0.00% | −10,653−100.0% | Sold out |
| Meiji Yasuda Life Insurance Co | 0 | $0 | 0.00% | −9,671−100.0% | Sold out |
| Impact Partnership Wealth, LLC | 0 | $0 | 0.00% | −9,373−100.0% | Sold out |
| Picton Mahoney Asset Management | 0 | $0 | 0.00% | −8,840−100.0% | Sold out |
| Fiduciary Financial Group, LLC | 0 | $0 | 0.00% | −8,303−100.0% | Sold out |
| Readystate Asset Management LP | 0 | $0 | 0.00% | −7,994−100.0% | Sold out |