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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.

Other share classesEQH.PAEQH.PC

13F holders, Q4 2025

Institutional positions in Equitable Holdings, Inc. as of Dec 31, 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
552
0 vs. Q3 2025
Shares held
280.2M
+7.43M (+2.7%) vs. Q3 2025
Total value
$13.4B
−$499.9M (−3.6%) vs. Q3 2025
New holders
75
157 more added
Sold out
75
255 more reduced

11 institutions that held it in Q3 2025 haven't filed for Q4 2025 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.

Compare with Q3 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.

Institutional holdersQ4 2025: 552 institutions
Q1 2021: 366 institutionsQ2 2021: 384 institutionsQ3 2021: 375 institutionsQ4 2021: 397 institutionsQ1 2022: 398 institutionsQ2 2022: 395 institutionsQ3 2022: 388 institutionsQ4 2022: 413 institutionsQ1 2023: 393 institutionsQ2 2023: 380 institutionsQ3 2023: 387 institutionsQ4 2023: 424 institutionsQ1 2024: 447 institutionsQ2 2024: 491 institutionsQ3 2024: 504 institutionsQ4 2024: 533 institutionsQ1 2025: 574 institutionsQ2 2025: 581 institutionsQ3 2025: 563 institutionsQ4 2025: 552 institutionsQ1 2026: 543 institutionsQ2 2026: 484 institutions
Value heldQ4 2025: $13.4B
Q1 2021: $13.4BQ2 2021: $12.6BQ3 2021: $11.9BQ4 2021: $12.6BQ1 2022: $11.6BQ2 2022: $9.61BQ3 2022: $9.69BQ4 2022: $10.4BQ1 2023: $8.93BQ2 2023: $9.35BQ3 2023: $9.46BQ4 2023: $11.0BQ1 2024: $11.9BQ2 2024: $12.5BQ3 2024: $12.6BQ4 2024: $14.2BQ1 2025: $15.5BQ2 2025: $16.6BQ3 2025: $13.9BQ4 2025: $13.4BQ1 2026: $9.73BQ2 2026: $11.6B
Institutions holding EQH and their total value by quarter
QuarterHoldersValue
Q2 2026484$11.6B
Q1 2026543$9.73B
Q4 2025552$13.4B
Q3 2025563$13.9B
Q2 2025581$16.6B
Q1 2025574$15.5B
Q4 2024533$14.2B
Q3 2024504$12.6B
Q2 2024491$12.5B
Q1 2024447$11.9B
Q4 2023424$11.0B
Q3 2023387$9.46B
Q2 2023380$9.35B
Q1 2023393$8.93B
Q4 2022413$10.4B
Q3 2022388$9.69B
Q2 2022395$9.61B
Q1 2022398$11.6B
Q4 2021397$12.6B
Q3 2021375$11.9B
Q2 2021384$12.6B
Q1 2021366$13.4B

Institutions, Q4 2025

Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2025.

Institutions holding EQH in Q4 2025
InstitutionSharesValue% of portfolioChange in sharesAction
Turning Point Benefit Group, Inc.1$470.00%00.0%Unchanged
Clear Street Markets LLC2$950.00%+2New
American Capital Advisory, LLC2$960.00%−11−84.6%Reduced
TFC Financial Management2$960.00%00.0%Unchanged
Private Wealth Management Group, LLC3$1430.00%00.0%Unchanged
Triumph Capital Management3$1430.00%+3New
Westside Investment Management, Inc.6$2860.00%+6New
Dunhill Financial, LLC7$3220.00%+7New
SBI Securities Co., Ltd.7$3340.00%00.0%Unchanged
Private Wealth Asset Management, LLC7$3340.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC7$3340.01%00.0%Unchanged
Seneschal Advisors, LLC8$3820.00%00.0%Unchanged
Rakuten Securities, Inc.10$4770.00%−5−33.3%Reduced
DecisionPoint Financial, LLC13$6200.00%00.0%Unchanged
Central Trust Co13$6200.00%+13New
Washington Trust Advisors, Inc.14$6670.00%−257−94.8%Reduced
HFM Investment Advisors, LLC14$6680.00%−5−26.3%Reduced
Hughes Financial Services, LLC15$7150.00%−31−67.4%Reduced
Transamerica Financial Advisors, Inc.16$7620.00%+8+100.0%Added
1015 Capital Partners, LLC16$7620.00%+16New
Rialto Wealth Management, LLC16$7630.00%−14−46.7%Reduced
Highline Wealth Partners LLC18$8580.00%00.0%Unchanged
CoreCap Advisors, LLC19$9050.00%+19New
Cornerstone Financial Management LLC19$9050.00%+19New
TD Private Client Wealth LLC20$9530.00%−49−71.0%Reduced
Avion Wealth31$1.00K0.00%−6−16.2%Reduced
UMA Financial Services, Inc.21$1.00K0.00%−31−59.6%Reduced
Richardson Capital Management LLC22$1.05K0.00%+22New
Financial Network Wealth Advisors LLC23$1.10K0.00%00.0%Unchanged
Country Trust Bank24$1.14K0.00%00.0%Unchanged
Cromwell Holdings LLC28$1.33K0.00%−16−36.4%Reduced
Wealth Enhancement Trust Services, Inc.30$1.43K0.00%+30New
Quaker Wealth Management, LLC33$1.57K0.00%−1−2.9%Reduced
Scarborough Advisors, LLC34$1.62K0.00%00.0%Unchanged
Bay Harbor Wealth Management, LLC40$1.91K0.00%+13+48.1%Added
Motiv8 Investments LLC46$2.00K0.00%+46New
Cape Investment Advisory, Inc.42$2.00K0.00%−2−4.5%Reduced
Principia Wealth Advisory, LLC43$2.05K0.00%+14+48.3%Added
Sunrise Financial Services, LLC45$2.14K0.00%+45New
Tucker Asset Management LLC46$2.19K0.00%+46New
South State Corp.48$2.29K0.00%−30−38.5%Reduced
Bare Financial Services, Inc50$2.38K0.00%+20+66.7%Added
First Command Advisory Services, Inc.51$2.43K0.00%+51New
AdvisorNet Financial, Inc53$2.52K0.00%+13+32.5%Added
Vermillion & White Wealth Management Group, LLC53$2.52K0.00%+35+194.4%Added
Spire Wealth Management54$2.57K0.00%−2−3.6%Reduced
North Star Investment Management Corp.55$2.62K0.00%+55New
Salomon & Ludwin, LLC56$2.76K0.00%−273−83.0%Reduced
Valued Wealth Advisors LLC58$2.77K0.00%+1+1.8%Added
DiNuzzo Private Wealth, Inc.60$2.86K0.00%−1−1.6%Reduced
Capital Advisors, Ltd. LLC65$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners70$3.00K0.00%00.0%Unchanged
HM Payson & Co63$3.00K0.00%+63New
Sachetta, LLC68$3.24K0.00%−2−2.9%Reduced
Rossby Financial, LCC74$3.53K0.00%+29+64.4%Added
Larson Financial Group LLC75$3.57K0.00%−15−16.7%Reduced
Activest Wealth Management76$3.62K0.00%+48+171.4%Added
Webster Bank, N. A.78$3.72K0.00%00.0%Unchanged
SJS Investment Consulting Inc.78$3.72K0.00%+28+56.0%Added
Hilton Head Capital Partners, LLC84$4.00K0.00%+84New
Bell Investment Advisors, Inc88$4.19K0.00%00.0%Unchanged
Jackson, Grant Investment Advisers, Inc.90$4.29K0.00%00.0%Unchanged
IAG Wealth Partners, LLC94$4.46K0.00%00.0%Unchanged
IMG Wealth Management, Inc.99$4.72K0.00%00.0%Unchanged
Colonial Trust Advisors100$4.76K0.00%00.0%Unchanged
Elyxium Wealth, LLC111$5.29K0.00%+111New
Ancora Advisors, LLC117$5.58K0.00%00.0%Unchanged
Ares Financial Consulting, LLC125$5.96K0.01%+125New
Trust Co of Vermont127$6.05K0.00%00.0%Unchanged
Huntington National Bank135$6.43K0.00%−26−16.1%Reduced
Fideuram Asset Management (Ireland) dac134$6.61K0.00%+134New
Bruce G. Allen Investments, LLC139$6.62K0.00%00.0%Unchanged
High Note Wealth, LLC150$7.15K0.00%00.0%Unchanged
Meeder Asset Management Inc157$7.48K0.00%+6+4.0%Added
Simplex Trading, LLC161$7.67K0.00%+161New
Manchester Capital Management LLC170$8.10K0.00%00.0%Unchanged
WealthCollab, LLC178$8.48K0.00%00.0%Unchanged
Fortitude Family Office, LLC208$9.91K0.00%+2+1.0%Added
Keating Financial Advisory Services, Inc.234$11.2K0.00%+234New
Harbor Investment Advisory, LLC235$11.2K0.00%00.0%Unchanged
Whittier Trust Co230$11.2K0.00%00.0%Unchanged
Farmers & Merchants Investments Inc250$11.9K0.00%00.0%Unchanged
SageView Advisory Group, LLC282$13.4K0.00%+282New
Raiffeisen Bank International AG291$14.0K0.00%−28,545−99.0%Reduced
Essential Partners LLC314$15.0K0.00%−169−35.0%Reduced
WPG Advisers, LLC333$15.9K0.01%−159−32.3%Reduced
JFS Wealth Advisors, LLC341$16.2K0.00%+81+31.2%Added
Private Trust Co NA431$20.5K0.00%00.0%Unchanged
Brown Brothers Harriman & Co457$21.8K0.00%−72−13.6%Reduced
BankPlus Trust Department470$22.4K0.01%00.0%Unchanged
Caitlin John, LLC473$22.5K0.01%−7,175−93.8%Reduced
MV Capital Management, Inc.496$23.6K0.00%00.0%Unchanged
Basecamp Wealth Advisors LLC512$24.4K0.01%+512New
MAI Capital Management520$24.8K0.00%−201−27.9%Reduced
Versant Capital Management, Inc527$25.1K0.00%−265−33.5%Reduced
Root Financial Partners, LLC541$25.8K0.00%−169−23.8%Reduced
Whittier Trust Co of Nevada Inc529$25.8K0.00%00.0%Unchanged
Towarzystwo Funduszy Inwestycyjnych Pzu SA550$26.2K0.01%00.0%Unchanged
State of Wyoming616$29.4K0.00%+129+26.5%Added
Harbour Investments, Inc.620$29.5K0.00%+3+0.5%Added