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 |
|---|---|---|---|---|---|
| National Bank of Canada | 5,028 | $239.2K | 0.00% | +1,703+51.2% | Added |
| Union Bancaire Privee, UBP SA | 5,760 | $236.9K | 0.00% | +5,760 | New |
| denkapparat Operations GmbH | 4,898 | $233.4K | 0.13% | 00.0% | Unchanged |
| Hantz Financial Services, Inc. | 4,890 | $233.0K | 0.00% | +1,176+31.7% | Added |
| Rafferty Asset Management, LLC | 4,815 | $229.4K | 0.00% | −360−7.0% | Reduced |
| V-Square Quantitative Management LLC | 4,811 | $229.2K | 0.02% | +4,811 | New |
| Atlas Capital Advisors LLC | 4,650 | $221.6K | 0.02% | +4,650 | New |
| Forum Financial Management, LP | 4,622 | $220.2K | 0.00% | −399−7.9% | Reduced |
| Resources Investment Advisors, LLC. | 4,459 | $212.5K | 0.00% | −729−14.1% | Reduced |
| Signaturefd, LLC | 4,418 | $210.5K | 0.00% | −133−2.9% | Reduced |
| Elevated Financial Group LLC | 4,383 | $208.8K | 0.07% | +4,383 | New |
| Ellevest, Inc. | 4,369 | $208.2K | 0.03% | −3,913−47.2% | Reduced |
| BTG Pactual Asset Management US LLC | 4,336 | $206.6K | 0.02% | +4,336 | New |
| PharVision Advisers, LLC | 4,279 | $203.9K | 0.10% | +4,279 | New |
| D'Orazio & Associates, Inc. | 4,271 | $203.5K | 0.03% | −7−0.2% | Reduced |
| Schonfeld Strategic Advisors LLC | 4,250 | $202.5K | 0.00% | −118,550−96.5% | Reduced |
| AlphaCore Capital LLC | 4,237 | $201.9K | 0.00% | +4,237 | New |
| Mirae Asset Global Investments Co., Ltd. | 3,908 | $186.2K | 0.00% | −49,959−92.7% | Reduced |
| IFP Advisors, Inc | 3,031 | $144.4K | 0.00% | +190+6.7% | Added |
| Steward Partners Investment Advisory, LLC | 2,999 | $142.9K | 0.00% | +249+9.1% | Added |
| Kestra Advisory Services, LLC | 2,925 | $139.4K | 0.00% | +2,925 | New |
| Cullen/Frost Bankers, Inc. | 2,912 | $138.8K | 0.00% | +1,612+124.0% | Added |
| Farther Finance Advisors, LLC | 2,882 | $137.3K | 0.00% | +317+12.4% | Added |
| Van Eck Associates Corp | 2,823 | $135.0K | 0.00% | +70+2.5% | Added |
| Umb Bank N A | 2,817 | $134.2K | 0.00% | −1,508−34.9% | Reduced |
| Parkside Financial Bank & Trust | 2,726 | $129.9K | 0.01% | +227+9.1% | Added |
| Quent Capital, LLC | 2,724 | $129.8K | 0.01% | −102−3.6% | Reduced |
| Smartleaf Asset Management LLC | 2,697 | $129.7K | 0.00% | −306−10.2% | Reduced |
| Ostrum Asset Management | 2,560 | $122.0K | 0.01% | −850−24.9% | Reduced |
| Sit Investment Associates Inc | 2,450 | $117.0K | 0.00% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,152 | $102.5K | 0.00% | +1,696+371.9% | Added |
| Quarry LP | 2,091 | $99.6K | 0.02% | +2,091 | New |
| Fifth Third Bancorp | 2,004 | $95.5K | 0.00% | −2,422−54.7% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $95.3K | 0.01% | −1,000−33.3% | Reduced |
| EverSource Wealth Advisors, LLC | 1,975 | $94.1K | 0.00% | +182+10.2% | Added |
| Cornerstone Planning Group LLC | 2,013 | $92.8K | 0.01% | −771−27.7% | Reduced |
| SRS Capital Advisors, Inc. | 1,906 | $90.8K | 0.00% | −2,943−60.7% | Reduced |
| Northwestern Mutual Wealth Management Co | 1,862 | $88.7K | 0.00% | −163−8.0% | Reduced |
| Torren Management, LLC | 1,704 | $81.2K | 0.04% | +1,704 | New |
| 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 |
| Zions Bancorporation, National Association | 1,639 | $78.1K | 0.00% | +42+2.6% | Added |
| AlphaCentric Advisors LLC | 1,527 | $72.8K | 0.07% | +1,527 | New |
| Carolina Wealth Advisors, LLC | 1,222 | $58.2K | 0.03% | −32,960−96.4% | Reduced |
| LRI Investments, LLC | 1,209 | $57.6K | 0.00% | 00.0% | Unchanged |
| Optiver Holding B.V. | 1,000 | $47.6K | 0.00% | +842+532.9% | Added |
| Johnson Financial Group, Inc. | 948 | $45.2K | 0.00% | +438+85.9% | Added |
| Pinnacle Wealth Planning Services, Inc. | 925 | $44.1K | 0.00% | +925 | New |
| DV Trading LLC | 800 | $38.1K | 0.00% | +800 | New |
| Covestor Ltd | 728 | $35.0K | 0.02% | +404+124.7% | Added |
| CIBC Private Wealth Group, LLC | 682 | $32.5K | 0.00% | −1,232−64.4% | Reduced |
| Parallel Advisors, LLC | 620 | $29.6K | 0.00% | +32+5.4% | Added |
| Harbour Investments, Inc. | 620 | $29.5K | 0.00% | +3+0.5% | Added |
| State of Wyoming | 616 | $29.4K | 0.00% | +129+26.5% | Added |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $26.2K | 0.01% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 529 | $25.8K | 0.00% | 00.0% | Unchanged |
| Root Financial Partners, LLC | 541 | $25.8K | 0.00% | −169−23.8% | Reduced |
| Versant Capital Management, Inc | 527 | $25.1K | 0.00% | −265−33.5% | Reduced |
| MAI Capital Management | 520 | $24.8K | 0.00% | −201−27.9% | Reduced |
| Basecamp Wealth Advisors LLC | 512 | $24.4K | 0.01% | +512 | New |
| MV Capital Management, Inc. | 496 | $23.6K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 473 | $22.5K | 0.01% | −7,175−93.8% | Reduced |
| BankPlus Trust Department | 470 | $22.4K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 457 | $21.8K | 0.00% | −72−13.6% | Reduced |
| Private Trust Co NA | 431 | $20.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 341 | $16.2K | 0.00% | +81+31.2% | Added |
| WPG Advisers, LLC | 333 | $15.9K | 0.01% | −159−32.3% | Reduced |
| Essential Partners LLC | 314 | $15.0K | 0.00% | −169−35.0% | Reduced |
| Raiffeisen Bank International AG | 291 | $14.0K | 0.00% | −28,545−99.0% | Reduced |
| SageView Advisory Group, LLC | 282 | $13.4K | 0.00% | +282 | New |
| Farmers & Merchants Investments Inc | 250 | $11.9K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 230 | $11.2K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $11.2K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 234 | $11.2K | 0.00% | +234 | New |
| Fortitude Family Office, LLC | 208 | $9.91K | 0.00% | +2+1.0% | Added |
| WealthCollab, LLC | 178 | $8.48K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $8.10K | 0.00% | 00.0% | Unchanged |
| Simplex Trading, LLC | 161 | $7.67K | 0.00% | +161 | New |
| Meeder Asset Management Inc | 157 | $7.48K | 0.00% | +6+4.0% | Added |
| High Note Wealth, LLC | 150 | $7.15K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 139 | $6.62K | 0.00% | 00.0% | Unchanged |
| Fideuram Asset Management (Ireland) dac | 134 | $6.61K | 0.00% | +134 | New |
| Huntington National Bank | 135 | $6.43K | 0.00% | −26−16.1% | Reduced |
| Trust Co of Vermont | 127 | $6.05K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 125 | $5.96K | 0.01% | +125 | New |
| Ancora Advisors, LLC | 117 | $5.58K | 0.00% | 00.0% | Unchanged |
| Elyxium Wealth, LLC | 111 | $5.29K | 0.00% | +111 | New |
| Colonial Trust Advisors | 100 | $4.76K | 0.00% | 00.0% | Unchanged |
| IMG Wealth Management, Inc. | 99 | $4.72K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $4.46K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4.29K | 0.00% | 00.0% | Unchanged |
| Bell Investment Advisors, Inc | 88 | $4.19K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 84 | $4.00K | 0.00% | +84 | New |
| SJS Investment Consulting Inc. | 78 | $3.72K | 0.00% | +28+56.0% | Added |
| Webster Bank, N. A. | 78 | $3.72K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 76 | $3.62K | 0.00% | +48+171.4% | Added |
| Larson Financial Group LLC | 75 | $3.57K | 0.00% | −15−16.7% | Reduced |
| Rossby Financial, LCC | 74 | $3.53K | 0.00% | +29+64.4% | Added |
| Sachetta, LLC | 68 | $3.24K | 0.00% | −2−2.9% | Reduced |
| HM Payson & Co | 63 | $3.00K | 0.00% | +63 | New |