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, Q1 2026
Institutional positions in Equitable Holdings, Inc. as of Mar 31, 2026. 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
- 543
- +2 vs. Q4 2025
- Shares held
- 262.4M
- +25.1M (+10.6%) vs. Q4 2025
- Total value
- $9.73B
- −$1.58B (−13.9%) vs. Q4 2025
- New holders
- 85
- 189 more added
- Sold out
- 83
- 206 more reduced
11 institutions that held it in Q4 2025 haven't filed for Q1 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q4 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, Q1 2026
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2025.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 301 | $11.4K | 0.00% | +245+437.5% | Added |
| Leonteq Securities AG | 335 | $12.4K | 0.00% | +335 | New |
| Private Trust Co NA | 393 | $14.6K | 0.00% | −38−8.8% | Reduced |
| Brown Brothers Harriman & Co | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 461 | $17.1K | 0.01% | −12−2.5% | Reduced |
| Whittier Trust Co of Nevada Inc | 495 | $19.0K | 0.00% | −34−6.4% | Reduced |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $20.4K | 0.01% | 00.0% | Unchanged |
| Beacon Investment Advisory Services, Inc. | 550 | $20.4K | 0.00% | +550 | New |
| Matrix Trust Co | 553 | $21.0K | 0.00% | +553 | New |
| Harbour Investments, Inc. | 592 | $22.0K | 0.00% | −28−4.5% | Reduced |
| State of Wyoming | 595 | $22.1K | 0.00% | −21−3.4% | Reduced |
| Basecamp Wealth Advisors LLC | 617 | $22.9K | 0.00% | +105+20.5% | Added |
| Parallel Advisors, LLC | 803 | $29.8K | 0.00% | +183+29.5% | Added |
| Root Financial Partners, LLC | 888 | $33.0K | 0.00% | +347+64.1% | Added |
| Versant Capital Management, Inc | 918 | $34.1K | 0.00% | +391+74.2% | Added |
| CX Institutional | 985 | $37.0K | 0.00% | +985 | New |
| Essential Partners LLC | 1,084 | $40.2K | 0.01% | +770+245.2% | Added |
| LRI Investments, LLC | 1,209 | $44.9K | 0.00% | 00.0% | Unchanged |
| Cullen/Frost Bankers, Inc. | 1,300 | $48.2K | 0.00% | −1,612−55.4% | Reduced |
| Los Angeles Capital Management LLC | 1,351 | $50.1K | 0.00% | −241,446−99.4% | Reduced |
| Ronald Blue Trust, Inc. | 1,395 | $51.8K | 0.00% | −252−15.3% | Reduced |
| AlphaCentric Advisors LLC | 1,630 | $60.5K | 0.06% | +103+6.7% | Added |
| Massmutual Trust Co FSB | 1,674 | $62.1K | 0.00% | +27+1.6% | Added |
| Zions Bancorporation, National Association | 1,745 | $64.8K | 0.00% | +106+6.5% | Added |
| Mirae Asset Global Investments Co., Ltd. | 1,951 | $72.4K | 0.00% | −1,957−50.1% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $74.2K | 0.01% | 00.0% | Unchanged |
| Sterling Capital Management LLC | 2,039 | $75.7K | 0.00% | −113−5.3% | Reduced |
| Allworth Financial LP | 2,062 | $76.5K | 0.00% | +2,062 | New |
| FIL Ltd | 2,257 | $83.8K | 0.00% | −3,546−61.1% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,262 | $83.9K | 0.00% | +400+21.5% | Added |
| Bayforest Capital Ltd | 2,272 | $84.3K | 0.09% | +2,272 | New |
| Atlas Capital Advisors LLC | 2,381 | $88.4K | 0.01% | −2,269−48.8% | Reduced |
| Cornerstone Planning Group LLC | 2,042 | $89.9K | 0.01% | +29+1.4% | Added |
| EverSource Wealth Advisors, LLC | 2,501 | $92.8K | 0.00% | +526+26.6% | Added |
| SRS Capital Advisors, Inc. | 2,505 | $93.5K | 0.00% | +599+31.4% | Added |
| Quent Capital, LLC | 2,653 | $98.5K | 0.01% | −71−2.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 2,695 | $100.0K | 0.00% | −304−10.1% | Reduced |
| Parkside Financial Bank & Trust | 2,763 | $102.5K | 0.01% | +37+1.4% | Added |
| Smartleaf Asset Management LLC | 2,885 | $102.8K | 0.00% | +188+7.0% | Added |
| Van Eck Associates Corp | 2,961 | $110.0K | 0.00% | +138+4.9% | Added |
| IFP Advisors, Inc | 3,077 | $114.2K | 0.00% | +46+1.5% | Added |
| MAI Capital Management | 3,132 | $116.2K | 0.00% | +2,612+502.3% | Added |
| Alerus Financial NA | 3,717 | $137.9K | 0.01% | −29,184−88.7% | Reduced |
| Oslo Pensjonsforsikring AS | 3,823 | $141.9K | 0.02% | +3,823 | New |
| Umb Bank N A | 3,904 | $144.9K | 0.00% | +1,087+38.6% | Added |
| Signaturefd, LLC | 3,907 | $145.0K | 0.00% | −511−11.6% | Reduced |
| Farther Finance Advisors, LLC | 4,000 | $150.5K | 0.00% | +1,118+38.8% | Added |
| BI Asset Management Fondsmaeglerselskab A/S | 4,393 | $163.0K | 0.00% | −7,754−63.8% | Reduced |
| V-Square Quantitative Management LLC | 4,904 | $182.0K | 0.02% | +93+1.9% | Added |
| Advisor Group Holdings, Inc. | 5,031 | $186.7K | 0.00% | −810−13.9% | Reduced |
| Vestcor Inc | 5,060 | $188.0K | 0.01% | 00.0% | Unchanged |
| MML Investors Services, LLC | 5,571 | $206.8K | 0.00% | −3,456−38.3% | Reduced |
| Chicago Partners Investment Group LLC | 5,003 | $208.0K | 0.00% | +5,003 | New |
| RSM US Wealth Management LLC | 5,627 | $208.8K | 0.00% | −397−6.6% | Reduced |
| PEAK6 LLC | 5,655 | $209.9K | 0.01% | +5,655 | New |
| Everence Capital Management Inc | 5,665 | $210.0K | 0.01% | −4,045−41.7% | Reduced |
| National Bank of Canada | 5,752 | $213.8K | 0.00% | +724+14.4% | Added |
| Lecap Asset Management Ltd | 5,770 | $214.1K | 0.08% | −29,135−83.5% | Reduced |
| nVerses Capital, LLC | 5,970 | $221.5K | 0.20% | +5,970 | New |
| Coldstream Capital Management Inc | 6,092 | $226.1K | 0.00% | −1,293−17.5% | Reduced |
| CIBC World Markets Inc. | 6,127 | $227.4K | 0.00% | +86+1.4% | Added |
| Tributary Capital Management, LLC | 6,135 | $227.7K | 0.02% | −80−1.3% | Reduced |
| We Are One Seven, LLC | 6,319 | $234.5K | 0.00% | +209+3.4% | Added |
| Regions Financial Corp | 6,465 | $239.9K | 0.00% | +321+5.2% | Added |
| Ascent Group, LLC | 6,552 | $243.1K | 0.01% | −260−3.8% | Reduced |
| BTG Pactual Asset Management US LLC | 6,580 | $244.2K | 0.02% | +2,244+51.8% | Added |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,794 | $252.1K | 0.37% | +6,794 | New |
| Mirabella Financial Services LLP | 6,804 | $252.5K | 0.02% | +6,804 | New |
| STRS Ohio | 6,831 | $253.5K | 0.00% | −371−5.2% | Reduced |
| Aigen Investment Management, LP | 6,844 | $254.0K | 0.07% | +6,844 | New |
| Great Lakes Advisors, LLC | 6,845 | $254.0K | 0.00% | −90,522−93.0% | Reduced |
| Quadrant Capital Group LLC | 7,001 | $259.8K | 0.01% | −63−0.9% | Reduced |
| Brighton Jones LLC | 7,070 | $262.4K | 0.01% | +7,070 | New |
| Simplex Trading, LLC | 7,138 | $264.9K | 0.01% | +6,977+4,333.5% | Added |
| Natixis | 7,211 | $267.6K | 0.00% | −47,778−86.9% | Reduced |
| Catalyst Funds Management Pty Ltd | 7,342 | $272.5K | 0.05% | +7,342 | New |
| Kestra Investment Management, LLC | 7,395 | $274.4K | 0.00% | −2,982−28.7% | Reduced |
| QRG Capital Management, Inc. | 7,407 | $274.9K | 0.00% | −9,645−56.6% | Reduced |
| Counterpoint Mutual Funds LLC | 7,644 | $283.7K | 0.04% | +1,346+21.4% | Added |
| E. Ohman J:or Asset Management AB | 7,700 | $285.7K | 0.01% | −5,300−40.8% | Reduced |
| Frec Markets, Inc. | 7,822 | $290.3K | 0.05% | +7,822 | New |
| Atomi Financial Group, Inc. | 7,829 | $290.5K | 0.01% | −1,208−13.4% | Reduced |
| Romano Brothers and Company | 8,175 | $303.4K | 0.03% | 00.0% | Unchanged |
| Two Sigma Securities, LLC | 8,197 | $304.2K | 0.04% | +8,197 | New |
| Abel Hall, LLC | 8,338 | $309.4K | 0.07% | +8,338 | New |
| Rothschild Investment LLC | 8,451 | $313.6K | 0.02% | −678−7.4% | Reduced |
| Applied Finance Capital Management, LLC | 8,594 | $318.9K | 0.02% | +768+9.8% | Added |
| Profund Advisors LLC | 8,605 | $319.3K | 0.01% | −12−0.1% | Reduced |
| Hyperion Capital Advisors LP | 8,611 | $319.6K | 0.15% | +2,550+42.1% | Added |
| US Bancorp | 8,660 | $321.4K | 0.00% | +8+0.1% | Added |
| Agf Management Ltd | 8,785 | $326.0K | 0.00% | −18,486−67.8% | Reduced |
| North Dakota State Investment Board | 8,790 | $326.2K | 0.01% | −1,797−17.0% | Reduced |
| R Squared Ltd | 8,970 | $332.9K | 0.18% | +3,768+72.4% | Added |
| GAMMA Investing LLC | 9,114 | $338.2K | 0.02% | −192−2.1% | Reduced |
| Prudential PLC | 9,177 | $340.6K | 0.00% | 00.0% | Unchanged |
| Vontobel Holding Ltd. | 9,326 | $346.1K | 0.00% | 00.0% | Unchanged |
| HB Wealth Management, LLC | 9,340 | $346.6K | 0.00% | +3,750+67.1% | Added |
| Sequoia Financial Advisors, LLC | 9,393 | $348.6K | 0.00% | −3,463−26.9% | Reduced |
| Shelton Capital Management | 9,457 | $350.9K | 0.01% | 00.0% | Unchanged |
| denkapparat Operations GmbH | 9,792 | $363.4K | 0.15% | +4,894+99.9% | Added |