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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 8,917 | $425.0K | 0.00% | +3,399+61.6% | Added |
| MML Investors Services, LLC | 9,027 | $430.1K | 0.00% | +1,681+22.9% | Added |
| Atomi Financial Group, Inc. | 9,037 | $430.6K | 0.01% | −3,474−27.8% | Reduced |
| Rothschild Investment LLC | 9,129 | $435.0K | 0.02% | +15+0.2% | Added |
| Prudential PLC | 9,177 | $437.3K | 0.00% | −152,462−94.3% | Reduced |
| Cynosure Management, LLC | 9,205 | $438.6K | 0.04% | +9,205 | New |
| GAMMA Investing LLC | 9,306 | $443.4K | 0.02% | −1,850−16.6% | Reduced |
| Vontobel Holding Ltd. | 9,326 | $444.4K | 0.00% | 00.0% | Unchanged |
| Shelton Capital Management | 9,457 | $450.6K | 0.01% | −1,321−12.3% | Reduced |
| Fifth Third Wealth Advisors LLC | 9,618 | $458.3K | 0.02% | +17+0.2% | Added |
| Everence Capital Management Inc | 9,710 | $463.0K | 0.03% | 00.0% | Unchanged |
| Numerai GP LLC | 9,790 | $466.5K | 0.06% | −3,461−26.1% | Reduced |
| Commerzbank Aktiengesellschaft | 9,874 | $470.0K | 0.01% | +9,874 | New |
| Mount Lucas Management LP | 9,866 | $470.1K | 0.21% | −124−1.2% | Reduced |
| Teacher Retirement System of Texas | 9,953 | $474.3K | 0.00% | −29,861−75.0% | Reduced |
| Hennessy Advisors Inc | 10,000 | $476.5K | 0.02% | −12,000−54.5% | Reduced |
| Baader Bank INC | 10,317 | $491.6K | 0.04% | +10,317 | New |
| Kestra Investment Management, LLC | 10,377 | $494.5K | 0.01% | −981−8.6% | Reduced |
| CIBC World Markets Corp | 10,394 | $495.3K | 0.00% | +10,394 | New |
| North Dakota State Investment Board | 10,587 | $504.5K | 0.02% | +10,587 | New |
| Merit Financial Group, LLC | 10,621 | $506.1K | 0.00% | +357+3.5% | Added |
| Verition Fund Management LLC | 10,752 | $512.3K | 0.00% | −10,286−48.9% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,789 | $514.0K | 0.12% | −44,605−80.5% | Reduced |
| Tower Research Capital LLC (TRC) | 11,165 | $532.0K | 0.01% | −8,282−42.6% | Reduced |
| ProShare Advisors LLC | 11,490 | $547.5K | 0.00% | −1,250−9.8% | Reduced |
| Jump Financial, LLC | 11,990 | $571.3K | 0.01% | −88,033−88.0% | Reduced |
| AXS Investments LLC | 12,000 | $571.8K | 0.20% | 00.0% | Unchanged |
| Omers Administration Corp | 12,045 | $573.9K | 0.00% | −35,353−74.6% | Reduced |
| BI Asset Management Fondsmaeglerselskab A/S | 12,147 | $579.0K | 0.01% | −158,139−92.9% | Reduced |
| Siemens Fonds Invest GmbH | 12,146 | $584.0K | 0.03% | +7,837+181.9% | Added |
| AIA Group Ltd | 12,326 | $587.3K | 0.01% | 00.0% | Unchanged |
| NBC Securities, Inc. | 12,349 | $588.5K | 0.04% | −211−1.7% | Reduced |
| Aquatic Capital Management LLC | 12,539 | $597.5K | 0.02% | +12,539 | New |
| Meiji Yasuda Asset Management Co Ltd. | 12,615 | $601.1K | 0.03% | +4,855+62.6% | Added |
| Sequoia Financial Advisors, LLC | 12,856 | $612.6K | 0.00% | +7,994+164.4% | Added |
| Rakuten Investment Management, Inc. | 12,689 | $613.8K | 0.00% | −51,750−80.3% | Reduced |
| Quantitative Investment Management, LLC | 12,934 | $616.0K | 0.06% | +12,934 | New |
| E. Ohman J:or Asset Management AB | 13,000 | $619.5K | 0.01% | 00.0% | Unchanged |
| Abn Amro Investment Solutions | 13,471 | $641.9K | 0.01% | +8,167+154.0% | Added |
| Assenagon Asset Management S.A. | 13,858 | $660.3K | 0.00% | +1,894+15.8% | Added |
| Winton Group Ltd | 14,000 | $667.1K | 0.02% | +14,000 | New |
| Tokio Marine Asset Management Co Ltd | 14,152 | $674.3K | 0.02% | 00.0% | Unchanged |
| Equitable Holdings, Inc. | 14,228 | $678.0K | 0.00% | +14,228 | New |
| Polymer Capital Management (US) LLC | 14,537 | $692.7K | 0.09% | +14,537 | New |
| Creative Planning | 14,643 | $697.8K | 0.00% | −368−2.5% | Reduced |
| Maryland State Retirement & Pension System | 14,771 | $703.8K | 0.01% | 00.0% | Unchanged |
| Gulf International Bank (UK) Ltd | 15,129 | $721.0K | 0.02% | 00.0% | Unchanged |
| Mariner, LLC | 15,315 | $729.3K | 0.00% | +9,345+156.5% | Added |
| Fox Run Management, L.L.C. | 16,119 | $768.1K | 0.12% | +5,740+55.3% | Added |
| Bokf, NA | 16,424 | $782.6K | 0.01% | −11,841−41.9% | Reduced |
| Summit Trail Advisors, LLC | 16,475 | $785.0K | 0.01% | +320+2.0% | Added |
| QRG Capital Management, Inc. | 17,052 | $812.5K | 0.01% | +2,307+15.6% | Added |
| CWM, LLC | 17,310 | $825.0K | 0.00% | +2,944+20.5% | Added |
| Pathstone Holdings, LLC | 17,390 | $828.7K | 0.00% | +1,288+8.0% | Added |
| Greenleaf Trust | 17,559 | $836.7K | 0.01% | −46−0.3% | Reduced |
| J. Safra Sarasin Holding AG | 18,819 | $896.7K | 0.01% | +18,819 | New |
| Rodgers Brothers Inc. | 19,000 | $905.4K | 0.11% | 00.0% | Unchanged |
| Gamco Investors, Inc. Et Al | 19,882 | $947.4K | 0.01% | −246−1.2% | Reduced |
| Jefferies Financial Group Inc. | 20,000 | $953.0K | 0.01% | +20,000 | New |
| Allstate Corp | 20,148 | $960.1K | 0.01% | +9,972+98.0% | Added |
| Investment Management Corp of Ontario | 20,212 | $963.1K | 0.01% | +5,956+41.8% | Added |
| Assetmark, Inc | 20,472 | $975.5K | 0.00% | −2,809−12.1% | Reduced |
| CIBC Asset Management Inc | 20,534 | $978.4K | 0.00% | +6,286+44.1% | Added |
| Avanza Fonder AB | 20,637 | $983.4K | 0.02% | 00.0% | Unchanged |
| Crossmark Global Holdings, Inc. | 20,795 | $990.9K | 0.01% | −14−0.1% | Reduced |
| Securian Asset Management, Inc | 20,881 | $995.0K | 0.04% | −1,552−6.9% | Reduced |
| Brinker Capital Investments, LLC | 21,088 | $1.00M | 0.01% | −12,005−36.3% | Reduced |
| Capital Insight Partners, LLC | 21,296 | $1.02M | 0.22% | −606−2.8% | Reduced |
| Nomura Asset Management International Inc. | 21,835 | $1.04M | 0.00% | +21,835 | New |
| Toroso Investments, LLC | 21,883 | $1.04M | 0.00% | +14,223+185.7% | Added |
| XTX Topco Ltd | 22,247 | $1.06M | 0.03% | +631+2.9% | Added |
| Mesirow Financial Investment Management, Inc. | 23,833 | $1.14M | 0.02% | −14,284−37.5% | Reduced |
| Prelude Capital Management, LLC | 23,871 | $1.14M | 0.08% | +980+4.3% | Added |
| Ritholtz Wealth Management | 24,586 | $1.17M | 0.02% | −5,453−18.2% | Reduced |
| Credit Agricole S A | 25,177 | $1.20M | 0.00% | −8,869−26.1% | Reduced |
| Daiwa Securities Group Inc. | 25,393 | $1.21M | 0.00% | 00.0% | Unchanged |
| Levin Capital Strategies, L.P. | 25,518 | $1.22M | 0.11% | −38,623−60.2% | Reduced |
| Federation des caisses Desjardins du Quebec | 25,531 | $1.22M | 0.00% | −2,791−9.9% | Reduced |
| Susquehanna Portfolio Strategies, LLC | 25,795 | $1.23M | 0.02% | −252,979−90.7% | Reduced |
| Clearstead Advisors, LLC | 25,926 | $1.24M | 0.02% | +329+1.3% | Added |
| Inceptionr LLC | 26,064 | $1.24M | 0.34% | −7,494−22.3% | Reduced |
| Public Employees Retirement Association of Colorado | 26,805 | $1.28M | 0.00% | 00.0% | Unchanged |
| Agf Management Ltd | 27,271 | $1.30M | 0.01% | −208−0.8% | Reduced |
| Truist Financial Corp | 27,455 | $1.31M | 0.00% | −5,365−16.3% | Reduced |
| Candriam Luxembourg S.C.A. | 27,917 | $1.33M | 0.01% | −10,680−27.7% | Reduced |
| New York Life Investment Management LLC | 28,417 | $1.35M | 0.01% | −3,086−9.8% | Reduced |
| State of Alaska, Department of Revenue | 28,584 | $1.36M | 0.01% | −3,655−11.3% | Reduced |
| Wealth Enhancement Advisory Services, LLC | 30,475 | $1.49M | 0.00% | −5,063−14.2% | Reduced |
| HighTower Advisors, LLC | 31,621 | $1.51M | 0.00% | −1,059−3.2% | Reduced |
| Integrated Advisors Network LLC | 31,849 | $1.52M | 0.07% | +618+2.0% | Added |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $1.52M | 0.01% | 00.0% | Unchanged |
| Richard Bernstein Advisors LLC | 32,152 | $1.53M | 0.05% | −3,424−9.6% | Reduced |
| Cresset Asset Management, LLC | 32,845 | $1.57M | 0.01% | −62−0.2% | Reduced |
| Alerus Financial NA | 32,901 | $1.57M | 0.08% | −14,489−30.6% | Reduced |
| Y-Intercept (Hong Kong) Ltd | 33,019 | $1.57M | 0.04% | +33,019 | New |
| Nisa Investment Advisors, LLC | 33,335 | $1.59M | 0.01% | +3,423+11.4% | Added |
| Janus Henderson Group PLC | 34,380 | $1.64M | 0.00% | −4,515−11.6% | Reduced |
| Vise Technologies, Inc. | 34,640 | $1.65M | 0.03% | +824+2.4% | Added |
| Axq Capital, LP | 34,662 | $1.65M | 0.37% | +5,871+20.4% | Added |
| Board of the Pension Protection Fund | 34,700 | $1.65M | 1.57% | +10,800+45.2% | Added |