Skip to main content

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
Sonoma Allocations LLC0$00.00%−4,559−100.0%Sold out
Independent Advisor Alliance0$00.00%−4,225−100.0%Sold out
Dai-Ichi Life Insurance Company, Ltd0$00.00%−4,157−100.0%Sold out
Phillips Wealth Planners LLC0$00.00%−4,077−100.0%Sold out
Pitcairn Co0$00.00%−3,952−100.0%Sold out
Principal Securities, Inc.0$00.00%−2,703−100.0%Sold out
Rise Advisors, LLC0$00.00%−1,289−100.0%Sold out
Colonial Trust Co0$00.00%−1,035−100.0%Sold out
Wealthspire Advisors, LLC0$00.00%−818−100.0%Sold out
Caitong International Asset Management Co., Ltd0$00.00%−750−100.0%Sold out
Hilltop National Bank0$00.00%−721−100.0%Sold out
Global Retirement Partners, LLC0$00.00%−692−100.0%Sold out
Orion Capital Management LLC0$00.00%−635−100.0%Sold out
True Wealth Design, LLC0$00.00%−544−100.0%Sold out
Contravisory Investment Management, Inc.0$00.00%−470−100.0%Sold out
Allworth Financial LP0$00.00%−390−100.0%Sold out
Mather Group, LLC.0$00.00%−277−100.0%Sold out
ORG Wealth Partners, LLC0$00.00%−272−100.0%Sold out
Atlantic Trust, LLC0$00.00%−217−100.0%Sold out
Dogwood Wealth Management LLC0$00.00%−129−100.0%Sold out
Halbert Hargrove Global Advisors, LLC0$00.00%−52−100.0%Sold out
Cloud Capital Management, LLC0$00.00%−57−100.0%Sold out
Park Place Capital Corp0$00.00%−21−100.0%Sold out
Glen Eagle Advisors, LLC0$00.00%−20−100.0%Sold out
Tortoise Investment Management, LLC0$00.00%−17−100.0%Sold out
Financial Management Professionals, Inc.0$00.00%−8−100.0%Sold out
Advisors Asset Management, Inc.0$00.00%−11−100.0%Sold out
Cubist Systematic Strategies, LLC––––Not filed
Point72 Europe (London) LLP––––Not filed
Point72 Hong Kong Ltd––––Not filed
Point72 (DIFC) Ltd––––Not filed
AXA Investment Managers S.A.––––Not filed
EFG Asset Management (North America) Corp.––––Not filed
EFG Asset Management (Americas) Corp.––––Not filed
Point72 Asia (Singapore) Pte. Ltd.––––Not filed
CIBC Bancorp USA Inc.––––Not filed
Hemington Wealth Management––––Not filed
Guerra Advisors Inc––––Not filed