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 | 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, 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 |
|---|---|---|---|---|---|
| Alerus Financial NA | 3,717 | $137.9K | 0.01% | −29,184−88.7% | Reduced |
| MAI Capital Management | 3,132 | $116.2K | 0.00% | +2,612+502.3% | Added |
| IFP Advisors, Inc | 3,077 | $114.2K | 0.00% | +46+1.5% | Added |
| Van Eck Associates Corp | 2,961 | $110.0K | 0.00% | +138+4.9% | Added |
| Smartleaf Asset Management LLC | 2,885 | $102.8K | 0.00% | +188+7.0% | Added |
| Parkside Financial Bank & Trust | 2,763 | $102.5K | 0.01% | +37+1.4% | Added |
| Steward Partners Investment Advisory, LLC | 2,695 | $100.0K | 0.00% | −304−10.1% | Reduced |
| Quent Capital, LLC | 2,653 | $98.5K | 0.01% | −71−2.6% | Reduced |
| SRS Capital Advisors, Inc. | 2,505 | $93.5K | 0.00% | +599+31.4% | Added |
| EverSource Wealth Advisors, LLC | 2,501 | $92.8K | 0.00% | +526+26.6% | Added |
| Cornerstone Planning Group LLC | 2,042 | $89.9K | 0.01% | +29+1.4% | Added |
| Atlas Capital Advisors LLC | 2,381 | $88.4K | 0.01% | −2,269−48.8% | Reduced |
| Bayforest Capital Ltd | 2,272 | $84.3K | 0.09% | +2,272 | New |
| Northwestern Mutual Wealth Management Co | 2,262 | $83.9K | 0.00% | +400+21.5% | Added |
| FIL Ltd | 2,257 | $83.8K | 0.00% | −3,546−61.1% | Reduced |
| Allworth Financial LP | 2,062 | $76.5K | 0.00% | +2,062 | New |
| Sterling Capital Management LLC | 2,039 | $75.7K | 0.00% | −113−5.3% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $74.2K | 0.01% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 1,951 | $72.4K | 0.00% | −1,957−50.1% | Reduced |
| Zions Bancorporation, National Association | 1,745 | $64.8K | 0.00% | +106+6.5% | Added |
| Massmutual Trust Co FSB | 1,674 | $62.1K | 0.00% | +27+1.6% | Added |
| AlphaCentric Advisors LLC | 1,630 | $60.5K | 0.06% | +103+6.7% | Added |
| Ronald Blue Trust, Inc. | 1,395 | $51.8K | 0.00% | −252−15.3% | Reduced |
| Los Angeles Capital Management LLC | 1,351 | $50.1K | 0.00% | −241,446−99.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 1,300 | $48.2K | 0.00% | −1,612−55.4% | Reduced |
| LRI Investments, LLC | 1,209 | $44.9K | 0.00% | 00.0% | Unchanged |
| Essential Partners LLC | 1,084 | $40.2K | 0.01% | +770+245.2% | Added |
| CX Institutional | 985 | $37.0K | 0.00% | +985 | New |
| Versant Capital Management, Inc | 918 | $34.1K | 0.00% | +391+74.2% | Added |
| Root Financial Partners, LLC | 888 | $33.0K | 0.00% | +347+64.1% | Added |
| Parallel Advisors, LLC | 803 | $29.8K | 0.00% | +183+29.5% | Added |
| Basecamp Wealth Advisors LLC | 617 | $22.9K | 0.00% | +105+20.5% | Added |
| State of Wyoming | 595 | $22.1K | 0.00% | −21−3.4% | Reduced |
| Harbour Investments, Inc. | 592 | $22.0K | 0.00% | −28−4.5% | Reduced |
| Matrix Trust Co | 553 | $21.0K | 0.00% | +553 | New |
| 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 |
| Whittier Trust Co of Nevada Inc | 495 | $19.0K | 0.00% | −34−6.4% | Reduced |
| Caitlin John, LLC | 461 | $17.1K | 0.01% | −12−2.5% | Reduced |
| Brown Brothers Harriman & Co | 457 | $17.0K | 0.00% | 00.0% | Unchanged |
| Private Trust Co NA | 393 | $14.6K | 0.00% | −38−8.8% | Reduced |
| Leonteq Securities AG | 335 | $12.4K | 0.00% | +335 | New |
| Salomon & Ludwin, LLC | 301 | $11.4K | 0.00% | +245+437.5% | Added |
| Whipplewood Advisors, LLC | 281 | $10.4K | 0.01% | +281 | New |
| Raiffeisen Bank International AG | 291 | $10.4K | 0.00% | 00.0% | Unchanged |
| Rossby Financial, LCC | 264 | $9.93K | 0.00% | +190+256.8% | Added |
| WPG Advisers, LLC | 266 | $9.87K | 0.01% | −67−20.1% | Reduced |
| Mather Group, LLC. | 262 | $9.72K | 0.00% | +262 | New |
| JFS Wealth Advisors, LLC | 257 | $9.54K | 0.00% | −84−24.6% | Reduced |
| Farmers & Merchants Investments Inc | 250 | $9.28K | 0.00% | 00.0% | Unchanged |
| Harbor Investment Advisory, LLC | 235 | $8.72K | 0.00% | 00.0% | Unchanged |
| TD Waterhouse Canada Inc. | 216 | $8.13K | 0.00% | +216 | New |
| Fortitude Family Office, LLC | 213 | $7.90K | 0.00% | +5+2.4% | Added |
| Torren Management, LLC | 203 | $7.54K | 0.00% | −1,501−88.1% | Reduced |
| Plante Moran Financial Advisors, LLC | 200 | $7.43K | 0.00% | +200 | New |
| SJS Investment Consulting Inc. | 192 | $7.13K | 0.00% | +114+146.2% | Added |
| CVA Family Office, LLC | 185 | $6.87K | 0.00% | +185 | New |
| Pinnacle Wealth Planning Services, Inc. | 183 | $6.79K | 0.00% | −742−80.2% | Reduced |
| WealthCollab, LLC | 178 | $6.61K | 0.00% | 00.0% | Unchanged |
| Manchester Capital Management LLC | 170 | $6.31K | 0.00% | 00.0% | Unchanged |
| Covestor Ltd | 166 | $6.00K | 0.00% | −562−77.2% | Reduced |
| Joseph Group Capital Management | 151 | $5.60K | 0.00% | +151 | New |
| High Note Wealth, LLC | 146 | $5.42K | 0.00% | −4−2.7% | Reduced |
| Cassaday & Co Wealth Management LLC | 143 | $5.31K | 0.00% | +143 | New |
| Richardson Capital Management LLC | 141 | $5.23K | 0.00% | +119+540.9% | Added |
| Bruce G. Allen Investments, LLC | 139 | $5.16K | 0.00% | 00.0% | Unchanged |
| Ares Financial Consulting, LLC | 125 | $4.70K | 0.00% | 00.0% | Unchanged |
| JDM Financial Group LLC | 119 | $4.42K | 0.00% | +119 | New |
| Washington Trust Advisors, Inc. | 118 | $4.38K | 0.00% | +104+742.9% | Added |
| Ancora Advisors, LLC | 117 | $4.34K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $4.04K | 0.00% | +109 | New |
| Huntington National Bank | 106 | $3.93K | 0.00% | −29−21.5% | Reduced |
| Bell Investment Advisors, Inc | 101 | $3.75K | 0.00% | +13+14.8% | Added |
| Colonial Trust Advisors | 100 | $3.71K | 0.00% | 00.0% | Unchanged |
| Chilton Capital Management LLC | 100 | $3.71K | 0.00% | +100 | New |
| Whittier Trust Co | 95 | $3.65K | 0.00% | −135−58.7% | Reduced |
| IAG Wealth Partners, LLC | 94 | $3.47K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.34K | 0.00% | 00.0% | Unchanged |
| Hilton Head Capital Partners, LLC | 84 | $3.12K | 0.00% | 00.0% | Unchanged |
| Webster Bank, N. A. | 78 | $2.90K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 72 | $2.67K | 0.00% | +72 | New |
| Bare Financial Services, Inc | 65 | $2.41K | 0.00% | +15+30.0% | Added |
| Larson Financial Group LLC | 63 | $2.34K | 0.00% | −12−16.0% | Reduced |
| AdvisorNet Financial, Inc | 63 | $2.34K | 0.00% | +10+18.9% | Added |
| Keating Financial Advisory Services, Inc. | 58 | $2.15K | 0.00% | −176−75.2% | Reduced |
| Valued Wealth Advisors LLC | 56 | $2.06K | 0.00% | −2−3.4% | Reduced |
| Spire Wealth Management | 54 | $2.00K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $2.00K | 0.00% | −5−7.7% | Reduced |
| Coston, McIsaac & Partners | 70 | $2.00K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $1.89K | 0.00% | −9−15.0% | Reduced |
| First Command Advisory Services, Inc. | 51 | $1.89K | 0.00% | 00.0% | Unchanged |
| Wealth Preservation Advisors, LLC | 49 | $1.82K | 0.00% | +49 | New |
| Sunrise Financial Services, LLC | 45 | $1.67K | 0.00% | 00.0% | Unchanged |
| GWM Advisors LLC | 45 | $1.67K | 0.00% | +45 | New |
| MidFirst Bank | 40 | $1.48K | 0.00% | +40 | New |
| Dunhill Financial, LLC | 39 | $1.48K | 0.00% | +32+457.1% | Added |
| Twin Peaks Wealth Advisors, LLC | 38 | $1.41K | 0.00% | +38 | New |
| Quaker Wealth Management, LLC | 37 | $1.37K | 0.00% | +4+12.1% | Added |
| Albion Financial Group | 37 | $1.37K | 0.00% | +37 | New |
| UMA Financial Services, Inc. | 36 | $1.34K | 0.00% | +15+71.4% | Added |