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, 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.
| Quarter | Holders | Value |
|---|---|---|
| Q2 2026 | 484 | $11.6B |
| Q1 2026 | 543 | $9.73B |
| Q4 2025 | 552 | $13.4B |
| Q3 2025 | 563 | $13.9B |
| Q2 2025 | 581 | $16.6B |
| Q1 2025 | 574 | $15.5B |
| Q4 2024 | 533 | $14.2B |
| Q3 2024 | 504 | $12.6B |
| Q2 2024 | 491 | $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, Q4 2025
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q3 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 620 | $29.6K | 0.00% | +32+5.4% | Added |
| CIBC Private Wealth Group, LLC | 682 | $32.5K | 0.00% | −1,232−64.4% | Reduced |
| Covestor Ltd | 728 | $35.0K | 0.02% | +404+124.7% | Added |
| DV Trading LLC | 800 | $38.1K | 0.00% | +800 | New |
| Pinnacle Wealth Planning Services, Inc. | 925 | $44.1K | 0.00% | +925 | New |
| Johnson Financial Group, Inc. | 948 | $45.2K | 0.00% | +438+85.9% | Added |
| Optiver Holding B.V. | 1,000 | $47.6K | 0.00% | +842+532.9% | Added |
| LRI Investments, LLC | 1,209 | $57.6K | 0.00% | 00.0% | Unchanged |
| Carolina Wealth Advisors, LLC | 1,222 | $58.2K | 0.03% | −32,960−96.4% | Reduced |
| AlphaCentric Advisors LLC | 1,527 | $72.8K | 0.07% | +1,527 | New |
| Zions Bancorporation, National Association | 1,639 | $78.1K | 0.00% | +42+2.6% | Added |
| Massmutual Trust Co FSB | 1,647 | $78.5K | 0.00% | −224−12.0% | Reduced |
| Ronald Blue Trust, Inc. | 1,647 | $78.5K | 0.00% | −29−1.7% | Reduced |
| Torren Management, LLC | 1,704 | $81.2K | 0.04% | +1,704 | New |
| Northwestern Mutual Wealth Management Co | 1,862 | $88.7K | 0.00% | −163−8.0% | Reduced |
| SRS Capital Advisors, Inc. | 1,906 | $90.8K | 0.00% | −2,943−60.7% | Reduced |
| Cornerstone Planning Group LLC | 2,013 | $92.8K | 0.01% | −771−27.7% | Reduced |
| EverSource Wealth Advisors, LLC | 1,975 | $94.1K | 0.00% | +182+10.2% | Added |
| Anchor Investment Management, LLC | 2,000 | $95.3K | 0.01% | −1,000−33.3% | Reduced |
| Fifth Third Bancorp | 2,004 | $95.5K | 0.00% | −2,422−54.7% | Reduced |
| Quarry LP | 2,091 | $99.6K | 0.02% | +2,091 | New |
| Sterling Capital Management LLC | 2,152 | $102.5K | 0.00% | +1,696+371.9% | Added |
| Sit Investment Associates Inc | 2,450 | $117.0K | 0.00% | 00.0% | Unchanged |
| Ostrum Asset Management | 2,560 | $122.0K | 0.01% | −850−24.9% | Reduced |
| Smartleaf Asset Management LLC | 2,697 | $129.7K | 0.00% | −306−10.2% | Reduced |
| Quent Capital, LLC | 2,724 | $129.8K | 0.01% | −102−3.6% | Reduced |
| Parkside Financial Bank & Trust | 2,726 | $129.9K | 0.01% | +227+9.1% | Added |
| Umb Bank N A | 2,817 | $134.2K | 0.00% | −1,508−34.9% | Reduced |
| Van Eck Associates Corp | 2,823 | $135.0K | 0.00% | +70+2.5% | Added |
| Farther Finance Advisors, LLC | 2,882 | $137.3K | 0.00% | +317+12.4% | Added |
| Cullen/Frost Bankers, Inc. | 2,912 | $138.8K | 0.00% | +1,612+124.0% | Added |
| Kestra Advisory Services, LLC | 2,925 | $139.4K | 0.00% | +2,925 | New |
| Steward Partners Investment Advisory, LLC | 2,999 | $142.9K | 0.00% | +249+9.1% | Added |
| IFP Advisors, Inc | 3,031 | $144.4K | 0.00% | +190+6.7% | Added |
| Mirae Asset Global Investments Co., Ltd. | 3,908 | $186.2K | 0.00% | −49,959−92.7% | Reduced |
| AlphaCore Capital LLC | 4,237 | $201.9K | 0.00% | +4,237 | New |
| Schonfeld Strategic Advisors LLC | 4,250 | $202.5K | 0.00% | −118,550−96.5% | Reduced |
| D'Orazio & Associates, Inc. | 4,271 | $203.5K | 0.03% | −7−0.2% | Reduced |
| PharVision Advisers, LLC | 4,279 | $203.9K | 0.10% | +4,279 | New |
| BTG Pactual Asset Management US LLC | 4,336 | $206.6K | 0.02% | +4,336 | New |
| Ellevest, Inc. | 4,369 | $208.2K | 0.03% | −3,913−47.2% | Reduced |
| Elevated Financial Group LLC | 4,383 | $208.8K | 0.07% | +4,383 | New |
| Signaturefd, LLC | 4,418 | $210.5K | 0.00% | −133−2.9% | Reduced |
| Resources Investment Advisors, LLC. | 4,459 | $212.5K | 0.00% | −729−14.1% | Reduced |
| Forum Financial Management, LP | 4,622 | $220.2K | 0.00% | −399−7.9% | Reduced |
| Atlas Capital Advisors LLC | 4,650 | $221.6K | 0.02% | +4,650 | New |
| V-Square Quantitative Management LLC | 4,811 | $229.2K | 0.02% | +4,811 | New |
| Rafferty Asset Management, LLC | 4,815 | $229.4K | 0.00% | −360−7.0% | Reduced |
| Hantz Financial Services, Inc. | 4,890 | $233.0K | 0.00% | +1,176+31.7% | Added |
| denkapparat Operations GmbH | 4,898 | $233.4K | 0.13% | 00.0% | Unchanged |
| Union Bancaire Privee, UBP SA | 5,760 | $236.9K | 0.00% | +5,760 | New |
| National Bank of Canada | 5,028 | $239.2K | 0.00% | +1,703+51.2% | Added |
| Vestcor Inc | 5,060 | $241.0K | 0.01% | 00.0% | Unchanged |
| Snowden Capital Advisors LLC | 5,070 | $241.6K | 0.01% | −631−11.1% | Reduced |
| R Squared Ltd | 5,202 | $247.9K | 0.12% | +5,202 | New |
| Kathmere Capital Management, LLC | 5,282 | $251.7K | 0.02% | +83+1.6% | Added |
| UniSuper Management Pty Ltd | 5,300 | $252.5K | 0.00% | 00.0% | Unchanged |
| Laird Norton Trust Company, LLC | 5,305 | $252.8K | 0.01% | +5,305 | New |
| Net Worth Advisory Group | 5,376 | $256.2K | 0.05% | −20−0.4% | Reduced |
| Park Avenue Securities LLC | 5,520 | $263.0K | 0.00% | −404−6.8% | Reduced |
| Cambridge Investment Research Advisors, Inc. | 5,517 | $263.0K | 0.00% | +5,517 | New |
| Headlands Technologies LLC | 5,533 | $263.6K | 0.02% | +5,533 | New |
| HB Wealth Management, LLC | 5,590 | $266.4K | 0.00% | +819+17.2% | Added |
| Jones Financial Companies LLLP | 5,604 | $267.0K | 0.00% | +257+4.8% | Added |
| FIL Ltd | 5,803 | $276.5K | 0.00% | +2,833+95.4% | Added |
| Atria Investments LLC | 5,817 | $277.2K | 0.00% | −3,374−36.7% | Reduced |
| Advisor Group Holdings, Inc. | 5,841 | $278.4K | 0.00% | −1,471−20.1% | Reduced |
| Callan Family Office, LLC | 5,844 | $278.5K | 0.01% | +774+15.3% | Added |
| Ashton Thomas Private Wealth, LLC | 5,860 | $279.2K | 0.01% | −292−4.7% | Reduced |
| CIBC World Markets Inc. | 6,041 | $287.9K | 0.00% | −7,161−54.2% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $288.8K | 0.14% | 00.0% | Unchanged |
| RSM US Wealth Management LLC | 6,024 | $289.6K | 0.00% | −895−12.9% | Reduced |
| We Are One Seven, LLC | 6,110 | $291.1K | 0.01% | −119−1.9% | Reduced |
| Regions Financial Corp | 6,144 | $292.8K | 0.00% | +6,144 | New |
| Tributary Capital Management, LLC | 6,215 | $296.1K | 0.03% | −270−4.2% | Reduced |
| Counterpoint Mutual Funds LLC | 6,298 | $300.1K | 0.02% | +192+3.1% | Added |
| Seeds Investor LLC | 6,743 | $321.3K | 0.06% | −365−5.1% | Reduced |
| Ascent Group, LLC | 6,812 | $324.6K | 0.01% | −21−0.3% | Reduced |
| Twinbeech Capital LP | 6,900 | $328.8K | 0.02% | +6,900 | New |
| Quadrant Capital Group LLC | 7,064 | $336.6K | 0.01% | −517−6.8% | Reduced |
| Quest Partners LLC | 7,070 | $336.9K | 0.02% | −239−3.3% | Reduced |
| STRS Ohio | 7,202 | $343.2K | 0.00% | +12+0.2% | Added |
| Coldstream Capital Management Inc | 7,385 | $351.9K | 0.00% | +625+9.2% | Added |
| RMB Capital Management, LLC | 7,389 | $352.1K | 0.01% | +7,389 | New |
| Boothbay Fund Management, LLC | 7,675 | $365.7K | 0.01% | +7,675 | New |
| Integrated Wealth Concepts LLC | 7,734 | $368.5K | 0.00% | −2,847−26.9% | Reduced |
| Applied Finance Capital Management, LLC | 7,826 | $372.9K | 0.03% | +1,421+22.2% | Added |
| Mediolanum International Funds Ltd | 7,892 | $379.4K | 0.00% | −233,283−96.7% | Reduced |
| Verdence Capital Advisors LLC | 8,059 | $384.0K | 0.02% | +209+2.7% | Added |
| Romano Brothers and Company | 8,175 | $389.5K | 0.04% | +200+2.5% | Added |
| Apollon Wealth Management, LLC | 8,244 | $392.8K | 0.01% | −2,015−19.6% | Reduced |
| Skopos Labs, Inc. | 8,148 | $394.1K | 0.02% | +2,660+48.5% | Added |
| AlphaGrep UK Ltd | 8,449 | $402.6K | 0.13% | +8,449 | New |
| Captrust Financial Advisors | 8,574 | $408.5K | 0.00% | +1,356+18.8% | Added |
| United Capital Financial Advisers, LLC | 8,580 | $408.8K | 0.00% | +3,893+83.1% | Added |
| Profund Advisors LLC | 8,617 | $410.6K | 0.01% | −475−5.2% | Reduced |
| US Bancorp | 8,652 | $412.3K | 0.00% | −472−5.2% | Reduced |
| Fieldview Capital Management, LLC | 8,668 | $413.0K | 0.07% | +3,403+64.6% | Added |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,670 | $413.1K | 0.00% | +8,670 | New |
| L2 Asset Management, LLC | 8,728 | $415.9K | 0.06% | −32,373−78.8% | Reduced |