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
- +1 vs. Q3 2025
- Shares held
- 280.2M
- +7.43M (+2.7%) vs. Q3 2025
- Total value
- $13.4B
- −$499.6M (−3.6%) vs. Q3 2025
- New holders
- 75
- 157 more added
- Sold out
- 74
- 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 | 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, 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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 17,052 | $812.5K | 0.01% | +2,307+15.6% | Added |
| Summit Trail Advisors, LLC | 16,475 | $785.0K | 0.01% | +320+2.0% | Added |
| Bokf, NA | 16,424 | $782.6K | 0.01% | −11,841−41.9% | Reduced |
| Fox Run Management, L.L.C. | 16,119 | $768.1K | 0.12% | +5,740+55.3% | Added |
| Mariner, LLC | 15,315 | $729.3K | 0.00% | +9,345+156.5% | Added |
| Gulf International Bank (UK) Ltd | 15,129 | $721.0K | 0.02% | 00.0% | Unchanged |
| Maryland State Retirement & Pension System | 14,771 | $703.8K | 0.01% | 00.0% | Unchanged |
| Creative Planning | 14,643 | $697.8K | 0.00% | −368−2.5% | Reduced |
| Polymer Capital Management (US) LLC | 14,537 | $692.7K | 0.09% | +14,537 | New |
| Equitable Holdings, Inc. | 14,228 | $678.0K | 0.00% | +14,228 | New |
| Tokio Marine Asset Management Co Ltd | 14,152 | $674.3K | 0.02% | 00.0% | Unchanged |
| Winton Group Ltd | 14,000 | $667.1K | 0.02% | +14,000 | New |
| Assenagon Asset Management S.A. | 13,858 | $660.3K | 0.00% | +1,894+15.8% | Added |
| Abn Amro Investment Solutions | 13,471 | $641.9K | 0.01% | +8,167+154.0% | Added |
| E. Ohman J:or Asset Management AB | 13,000 | $619.5K | 0.01% | 00.0% | Unchanged |
| Quantitative Investment Management, LLC | 12,934 | $616.0K | 0.06% | +12,934 | New |
| Rakuten Investment Management, Inc. | 12,689 | $613.8K | 0.00% | −51,750−80.3% | Reduced |
| Sequoia Financial Advisors, LLC | 12,856 | $612.6K | 0.00% | +7,994+164.4% | Added |
| Meiji Yasuda Asset Management Co Ltd. | 12,615 | $601.1K | 0.03% | +4,855+62.6% | Added |
| Aquatic Capital Management LLC | 12,539 | $597.5K | 0.02% | +12,539 | New |
| NBC Securities, Inc. | 12,349 | $588.5K | 0.04% | −211−1.7% | Reduced |
| AIA Group Ltd | 12,326 | $587.3K | 0.01% | 00.0% | Unchanged |
| Siemens Fonds Invest GmbH | 12,146 | $584.0K | 0.03% | +7,837+181.9% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 12,147 | $579.0K | 0.01% | −158,139−92.9% | Reduced |
| Omers Administration Corp | 12,045 | $573.9K | 0.00% | −35,353−74.6% | Reduced |
| AXS Investments LLC | 12,000 | $571.8K | 0.20% | 00.0% | Unchanged |
| Jump Financial, LLC | 11,990 | $571.3K | 0.01% | −88,033−88.0% | Reduced |
| ProShare Advisors LLC | 11,490 | $547.5K | 0.00% | −1,250−9.8% | Reduced |
| Tower Research Capital LLC (TRC) | 11,165 | $532.0K | 0.01% | −8,282−42.6% | Reduced |
| Dynamic Technology Lab Private Ltd | 10,789 | $514.0K | 0.12% | −44,605−80.5% | Reduced |
| Verition Fund Management LLC | 10,752 | $512.3K | 0.00% | −10,286−48.9% | Reduced |
| Merit Financial Group, LLC | 10,621 | $506.1K | 0.00% | +357+3.5% | Added |
| North Dakota State Investment Board | 10,587 | $504.5K | 0.02% | +10,587 | New |
| CIBC World Markets Corp | 10,394 | $495.3K | 0.00% | +10,394 | New |
| Kestra Investment Management, LLC | 10,377 | $494.5K | 0.01% | −981−8.6% | Reduced |
| Baader Bank INC | 10,317 | $491.6K | 0.04% | +10,317 | New |
| Hennessy Advisors Inc | 10,000 | $476.5K | 0.02% | −12,000−54.5% | Reduced |
| Teacher Retirement System of Texas | 9,953 | $474.3K | 0.00% | −29,861−75.0% | Reduced |
| Mount Lucas Management LP | 9,866 | $470.1K | 0.21% | −124−1.2% | Reduced |
| Commerzbank Aktiengesellschaft | 9,874 | $470.0K | 0.01% | +9,874 | New |
| Numerai GP LLC | 9,790 | $466.5K | 0.06% | −3,461−26.1% | Reduced |
| Everence Capital Management Inc | 9,710 | $463.0K | 0.03% | 00.0% | Unchanged |
| Fifth Third Wealth Advisors LLC | 9,618 | $458.3K | 0.02% | +17+0.2% | Added |
| Shelton Capital Management | 9,457 | $450.6K | 0.01% | −1,321−12.3% | Reduced |
| Vontobel Holding Ltd. | 9,326 | $444.4K | 0.00% | 00.0% | Unchanged |
| GAMMA Investing LLC | 9,306 | $443.4K | 0.02% | −1,850−16.6% | Reduced |
| Cynosure Management, LLC | 9,205 | $438.6K | 0.04% | +9,205 | New |
| Prudential PLC | 9,177 | $437.3K | 0.00% | −152,462−94.3% | Reduced |
| Rothschild Investment LLC | 9,129 | $435.0K | 0.02% | +15+0.2% | Added |
| Atomi Financial Group, Inc. | 9,037 | $430.6K | 0.01% | −3,474−27.8% | Reduced |
| MML Investors Services, LLC | 9,027 | $430.1K | 0.00% | +1,681+22.9% | Added |
| Janney Montgomery Scott LLC | 8,917 | $425.0K | 0.00% | +3,399+61.6% | Added |
| L2 Asset Management, LLC | 8,728 | $415.9K | 0.06% | −32,373−78.8% | Reduced |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,670 | $413.1K | 0.00% | +8,670 | New |
| Fieldview Capital Management, LLC | 8,668 | $413.0K | 0.07% | +3,403+64.6% | Added |
| US Bancorp | 8,652 | $412.3K | 0.00% | −472−5.2% | Reduced |
| Profund Advisors LLC | 8,617 | $410.6K | 0.01% | −475−5.2% | Reduced |
| United Capital Financial Advisers, LLC | 8,580 | $408.8K | 0.00% | +3,893+83.1% | Added |
| Captrust Financial Advisors | 8,574 | $408.5K | 0.00% | +1,356+18.8% | Added |
| AlphaGrep UK Ltd | 8,449 | $402.6K | 0.13% | +8,449 | New |
| Skopos Labs, Inc. | 8,148 | $394.1K | 0.02% | +2,660+48.5% | Added |
| Apollon Wealth Management, LLC | 8,244 | $392.8K | 0.01% | −2,015−19.6% | Reduced |
| Romano Brothers and Company | 8,175 | $389.5K | 0.04% | +200+2.5% | Added |
| Verdence Capital Advisors LLC | 8,059 | $384.0K | 0.02% | +209+2.7% | Added |
| Mediolanum International Funds Ltd | 7,892 | $379.4K | 0.00% | −233,283−96.7% | Reduced |
| Applied Finance Capital Management, LLC | 7,826 | $372.9K | 0.03% | +1,421+22.2% | Added |
| Integrated Wealth Concepts LLC | 7,734 | $368.5K | 0.00% | −2,847−26.9% | Reduced |
| Boothbay Fund Management, LLC | 7,675 | $365.7K | 0.01% | +7,675 | New |
| RMB Capital Management, LLC | 7,389 | $352.1K | 0.01% | +7,389 | New |
| Coldstream Capital Management Inc | 7,385 | $351.9K | 0.00% | +625+9.2% | Added |
| STRS Ohio | 7,202 | $343.2K | 0.00% | +12+0.2% | Added |
| Quest Partners LLC | 7,070 | $336.9K | 0.02% | −239−3.3% | Reduced |
| Quadrant Capital Group LLC | 7,064 | $336.6K | 0.01% | −517−6.8% | Reduced |
| Twinbeech Capital LP | 6,900 | $328.8K | 0.02% | +6,900 | New |
| Ascent Group, LLC | 6,812 | $324.6K | 0.01% | −21−0.3% | Reduced |
| Seeds Investor LLC | 6,743 | $321.3K | 0.06% | −365−5.1% | Reduced |
| Counterpoint Mutual Funds LLC | 6,298 | $300.1K | 0.02% | +192+3.1% | Added |
| Tributary Capital Management, LLC | 6,215 | $296.1K | 0.03% | −270−4.2% | Reduced |
| Regions Financial Corp | 6,144 | $292.8K | 0.00% | +6,144 | New |
| We Are One Seven, LLC | 6,110 | $291.1K | 0.01% | −119−1.9% | Reduced |
| RSM US Wealth Management LLC | 6,024 | $289.6K | 0.00% | −895−12.9% | Reduced |
| Hyperion Capital Advisors LP | 6,061 | $288.8K | 0.14% | 00.0% | Unchanged |
| CIBC World Markets Inc. | 6,041 | $287.9K | 0.00% | −7,161−54.2% | Reduced |
| Ashton Thomas Private Wealth, LLC | 5,860 | $279.2K | 0.01% | −292−4.7% | Reduced |
| Callan Family Office, LLC | 5,844 | $278.5K | 0.01% | +774+15.3% | Added |
| Advisor Group Holdings, Inc. | 5,841 | $278.4K | 0.00% | −1,471−20.1% | Reduced |
| Atria Investments LLC | 5,817 | $277.2K | 0.00% | −3,374−36.7% | Reduced |
| FIL Ltd | 5,803 | $276.5K | 0.00% | +2,833+95.4% | Added |
| Jones Financial Companies LLLP | 5,604 | $267.0K | 0.00% | +257+4.8% | Added |
| HB Wealth Management, LLC | 5,590 | $266.4K | 0.00% | +819+17.2% | Added |
| Headlands Technologies LLC | 5,533 | $263.6K | 0.02% | +5,533 | New |
| 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 |
| Net Worth Advisory Group | 5,376 | $256.2K | 0.05% | −20−0.4% | Reduced |
| Laird Norton Trust Company, LLC | 5,305 | $252.8K | 0.01% | +5,305 | New |
| UniSuper Management Pty Ltd | 5,300 | $252.5K | 0.00% | 00.0% | Unchanged |
| Kathmere Capital Management, LLC | 5,282 | $251.7K | 0.02% | +83+1.6% | Added |
| R Squared Ltd | 5,202 | $247.9K | 0.12% | +5,202 | New |
| Snowden Capital Advisors LLC | 5,070 | $241.6K | 0.01% | −631−11.1% | Reduced |
| Vestcor Inc | 5,060 | $241.0K | 0.01% | 00.0% | Unchanged |