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, 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.

Institutional holdersQ1 2026: 543 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 heldQ1 2026: $9.73B
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, Q1 2026

Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q4 2025.

Institutions holding EQH in Q1 2026
InstitutionSharesValue% of portfolioChange in sharesAction
Ellevest, Inc.0$00.00%−4,369−100.0%Sold out
PharVision Advisers, LLC0$00.00%−4,279−100.0%Sold out
D'Orazio & Associates, Inc.0$00.00%−4,271−100.0%Sold out
AlphaCore Capital LLC0$00.00%−4,237−100.0%Sold out
Kestra Advisory Services, LLC0$00.00%−2,925−100.0%Sold out
Carolina Wealth Advisors, LLC0$00.00%−1,222−100.0%Sold out
Optiver Holding B.V.0$00.00%−1,000−100.0%Sold out
Johnson Financial Group, Inc.0$00.00%−948−100.0%Sold out
DV Trading LLC0$00.00%−800−100.0%Sold out
BankPlus Trust Department0$00.00%−470−100.0%Sold out
SageView Advisory Group, LLC0$00.00%−282−100.0%Sold out
Meeder Asset Management Inc0$00.00%−157−100.0%Sold out
Fideuram Asset Management (Ireland) dac0$00.00%−134−100.0%Sold out
Elyxium Wealth, LLC0$00.00%−111−100.0%Sold out
IMG Wealth Management, Inc.0$00.00%−99−100.0%Sold out
Sachetta, LLC0$00.00%−68−100.0%Sold out
HM Payson & Co0$00.00%−63−100.0%Sold out
Vermillion & White Wealth Management Group, LLC0$00.00%−53−100.0%Sold out
Tucker Asset Management LLC0$00.00%−46−100.0%Sold out
Cape Investment Advisory, Inc.0$00.00%−42−100.0%Sold out
Financial Network Wealth Advisors LLC0$00.00%−23−100.0%Sold out
Private Wealth Asset Management, LLC0$00.00%−7−100.0%Sold out
Triumph Capital Management0$00.00%−3−100.0%Sold out
Private Wealth Management Group, LLC0$00.00%−3−100.0%Sold out
Clear Street Markets LLC0$00.00%−2−100.0%Sold out
Turning Point Benefit Group, Inc.0$00.00%−1−100.0%Sold out
Vanguard Group Inc––––Not filed
Norges Bank––––Not filed
Capitolis Liquid Global Markets LLC––––Not filed
Forsta Ap-Fonden––––Not filed
Brandywine Global Investment Management, LLC––––Not filed
Comerica Bank––––Not filed
Kempner Capital Management Inc.––––Not filed
CIBC World Markets Corp––––Not filed
CIBC Private Wealth Group, LLC––––Not filed
Trust Co of Vermont––––Not filed
Motiv8 Investments LLC––––Not filed