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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
+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.

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: 490 institutionsQ3 2024: 503 institutionsQ4 2024: 532 institutionsQ1 2025: 573 institutionsQ2 2025: 580 institutionsQ3 2025: 562 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 2025562$13.9B
Q2 2025580$16.6B
Q1 2025573$15.5B
Q4 2024532$14.2B
Q3 2024503$12.6B
Q2 2024490$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
Capital Advisors, Ltd. LLC65$3.00K0.00%00.0%Unchanged
Coston, McIsaac & Partners70$3.00K0.00%00.0%Unchanged
DiNuzzo Private Wealth, Inc.60$2.86K0.00%−1−1.6%Reduced
Valued Wealth Advisors LLC58$2.77K0.00%+1+1.8%Added
Salomon & Ludwin, LLC56$2.76K0.00%−273−83.0%Reduced
North Star Investment Management Corp.55$2.62K0.00%+55New
Spire Wealth Management54$2.57K0.00%−2−3.6%Reduced
AdvisorNet Financial, Inc53$2.52K0.00%+13+32.5%Added
Vermillion & White Wealth Management Group, LLC53$2.52K0.00%+35+194.4%Added
First Command Advisory Services, Inc.51$2.43K0.00%+51New
Bare Financial Services, Inc50$2.38K0.00%+20+66.7%Added
South State Corp.48$2.29K0.00%−30−38.5%Reduced
Tucker Asset Management LLC46$2.19K0.00%+46New
Sunrise Financial Services, LLC45$2.14K0.00%+45New
Principia Wealth Advisory, LLC43$2.05K0.00%+14+48.3%Added
Cape Investment Advisory, Inc.42$2.00K0.00%−2−4.5%Reduced
Motiv8 Investments LLC46$2.00K0.00%+46New
Bay Harbor Wealth Management, LLC40$1.91K0.00%+13+48.1%Added
Scarborough Advisors, LLC34$1.62K0.00%00.0%Unchanged
Quaker Wealth Management, LLC33$1.57K0.00%−1−2.9%Reduced
Wealth Enhancement Trust Services, Inc.30$1.43K0.00%+30New
Cromwell Holdings LLC28$1.33K0.00%−16−36.4%Reduced
Country Trust Bank24$1.14K0.00%00.0%Unchanged
Financial Network Wealth Advisors LLC23$1.10K0.00%00.0%Unchanged
Richardson Capital Management LLC22$1.05K0.00%+22New
UMA Financial Services, Inc.21$1.00K0.00%−31−59.6%Reduced
Avion Wealth31$1.00K0.00%−6−16.2%Reduced
TD Private Client Wealth LLC20$9530.00%−49−71.0%Reduced
CoreCap Advisors, LLC19$9050.00%+19New
Cornerstone Financial Management LLC19$9050.00%+19New
Highline Wealth Partners LLC18$8580.00%00.0%Unchanged
Rialto Wealth Management, LLC16$7630.00%−14−46.7%Reduced
Transamerica Financial Advisors, Inc.16$7620.00%+8+100.0%Added
1015 Capital Partners, LLC16$7620.00%+16New
Hughes Financial Services, LLC15$7150.00%−31−67.4%Reduced
HFM Investment Advisors, LLC14$6680.00%−5−26.3%Reduced
Washington Trust Advisors, Inc.14$6670.00%−257−94.8%Reduced
DecisionPoint Financial, LLC13$6200.00%00.0%Unchanged
Central Trust Co13$6200.00%+13New
Rakuten Securities, Inc.10$4770.00%−5−33.3%Reduced
Seneschal Advisors, LLC8$3820.00%00.0%Unchanged
SBI Securities Co., Ltd.7$3340.00%00.0%Unchanged
Private Wealth Asset Management, LLC7$3340.00%00.0%Unchanged
ROSS\JOHNSON & Associates LLC7$3340.01%00.0%Unchanged
Dunhill Financial, LLC7$3220.00%+7New
Westside Investment Management, Inc.6$2860.00%+6New
Private Wealth Management Group, LLC3$1430.00%00.0%Unchanged
Triumph Capital Management3$1430.00%+3New
American Capital Advisory, LLC2$960.00%−11−84.6%Reduced
TFC Financial Management2$960.00%00.0%Unchanged
Clear Street Markets LLC2$950.00%+2New
Turning Point Benefit Group, Inc.1$470.00%00.0%Unchanged
Marshall Wace, LLP0$00.00%−1,161,882−100.0%Sold out
Callodine Capital Management, LP0$00.00%−1,042,693−100.0%Sold out
Balyasny Asset Management LLC0$00.00%−432,220−100.0%Sold out
Manning & Napier Advisors LLC0$00.00%−170,000−100.0%Sold out
Commonwealth Equity Services, LLC0$00.00%−131,861−100.0%Sold out
Oppenheimer Asset Management Inc.0$00.00%−126,451−100.0%Sold out
Chase Investment Counsel Corp0$00.00%−119,920−100.0%Sold out
Polar Capital Holdings Plc0$00.00%−107,591−100.0%Sold out
Hudson Bay Capital Management LP0$00.00%−101,706−100.0%Sold out
M.D. Sass Investors Services, Inc.0$00.00%−93,773−100.0%Sold out
Edgestream Partners, L.P.0$00.00%−79,203−100.0%Sold out
Uniplan Investment Counsel, Inc.0$00.00%−79,001−100.0%Sold out
Empowered Funds, LLC0$00.00%−76,395−100.0%Sold out
New Age Alpha Advisors, LLC0$00.00%−63,900−100.0%Sold out
Elo Mutual Pension Insurance Co0$00.00%−63,603−100.0%Sold out
Stephens Inc0$00.00%−59,701−100.0%Sold out
Entropy Technologies, LP0$00.00%−53,111−100.0%Sold out
Ossiam0$00.00%−52,873−100.0%Sold out
Artemis Investment Management LLP0$00.00%−39,538−100.0%Sold out
Susquehanna Fundamental Investments, LLC0$00.00%−33,223−100.0%Sold out
Atlantic Union Bankshares Corp0$00.00%−33,168−100.0%Sold out
Weiss Asset Management LP0$00.00%−30,024−100.0%Sold out
Magnetar Financial LLC0$00.00%−24,932−100.0%Sold out
Landscape Capital Management, L.L.C.0$00.00%−22,704−100.0%Sold out
Hillsdale Investment Management Inc.0$00.00%−19,750−100.0%Sold out
ISAM Funds (UK) Ltd0$00.00%−19,122−100.0%Sold out
Aster Capital Management (DIFC) Ltd0$00.00%−18,352−100.0%Sold out
Two Sigma Securities, LLC0$00.00%−15,525−100.0%Sold out
Gsa Capital Partners LLP0$00.00%−15,093−100.0%Sold out
Harvest Investment Services, LLC0$00.00%−13,577−100.0%Sold out
Financiere des Professionnels - Fonds d,investissement inc.0$00.00%−11,293−100.0%Sold out
Metis Global Partners, LLC0$00.00%−10,983−100.0%Sold out
Voleon Capital Management LP0$00.00%−10,784−100.0%Sold out
Cambria Investment Management, L.P.0$00.00%−10,314−100.0%Sold out
Meeder Advisory Services, Inc.0$00.00%−9,594−100.0%Sold out
Catalyst Funds Management Pty Ltd0$00.00%−9,500−100.0%Sold out
Walleye Capital LLC0$00.00%−9,042−100.0%Sold out
Guggenheim Capital LLC0$00.00%−7,544−100.0%Sold out
Diametric Capital, LP0$00.00%−6,485−100.0%Sold out
Blair William & Co0$00.00%−5,937−100.0%Sold out
Commerce Bank0$00.00%−5,311−100.0%Sold out
Wedmont Private Capital0$00.00%−4,708−100.0%Sold out
PDS Planning, Inc0$00.00%−4,703−100.0%Sold out
Miracle Mile Advisors, LLC0$00.00%−4,696−100.0%Sold out
Longboard Asset Management, LP0$00.00%−4,608−100.0%Sold out
Blueshift Asset Management, LLC0$00.00%−4,355−100.0%Sold out
Wealthfront Advisers LLC0$00.00%−4,295−100.0%Sold out
Sonoma Allocations LLC0$00.00%−4,559−100.0%Sold out