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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, 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
Cornerstone Financial Management LLC35$1.30K0.00%+16+84.2%Added
Scarborough Advisors, LLC34$1.26K0.00%00.0%Unchanged
Wealth Enhancement Trust Services, Inc.30$1.11K0.00%00.0%Unchanged
Bogart Wealth, LLC28$1.04K0.00%+28New
Cromwell Holdings LLC27$1.00K0.00%−1−3.6%Reduced
Bay Harbor Wealth Management, LLC27$1.00K0.00%−13−32.5%Reduced
Avion Wealth32$1.00K0.00%+1+3.2%Added
Country Trust Bank24$8910.00%00.0%Unchanged
American Capital Advisory, LLC22$8170.00%+20+1,000.0%Added
TopTier Wealth Management, LLC22$8160.00%+22New
Rialto Wealth Management, LLC21$7800.00%+5+31.3%Added
Activest Wealth Management21$7790.00%−55−72.4%Reduced
TD Private Client Wealth LLC21$7790.00%+1+5.0%Added
South State Corp.20$7430.00%−28−58.3%Reduced
Park Place Capital Corp20$7420.00%+20New
CoreCap Advisors, LLC19$7050.00%00.0%Unchanged
Highline Wealth Partners LLC18$6680.00%00.0%Unchanged
First Horizon Corp18$6680.00%+18New
Principia Wealth Advisory, LLC17$6310.00%−26−60.5%Reduced
Walleye Trading LLC17$6310.00%+17New
Rakuten Securities, Inc.15$5570.00%+5+50.0%Added
Intentional Wealth Strategies, LLC15$5570.00%+15New
Central Trust Co13$4830.00%00.0%Unchanged
DecisionPoint Financial, LLC13$4830.00%00.0%Unchanged
North Star Investment Management Corp.12$4450.00%−43−78.2%Reduced
Arlington Trust Co LLC11$4080.00%+11New
Transamerica Financial Advisors, Inc.9$3330.00%−7−43.8%Reduced
Seneschal Advisors, LLC8$2970.00%00.0%Unchanged
Atlantic Union Bankshares Corp8$2970.00%+8New
ROSS\JOHNSON & Associates LLC7$2600.00%00.0%Unchanged
1015 Capital Partners, LLC6$2230.00%−10−62.5%Reduced
Hughes Financial Services, LLC6$2230.00%−9−60.0%Reduced
SBI Securities Co., Ltd.6$2230.00%−1−14.3%Reduced
Westside Investment Management, Inc.6$2230.00%00.0%Unchanged
GHP Investment Advisors, Inc.6$2230.00%+6New
Financial Consulate, Inc6$2230.00%+6New
Vermillion Wealth Management, Inc.6$2230.00%+6New
HFM Investment Advisors, LLC5$1860.00%−9−64.3%Reduced
Creative Financial Designs Inc5$1860.00%+5New
Raffa Wealth Management, LLC5$1860.00%+5New
Curio Wealth, LLC5$1860.00%+5New
MV Capital Management, Inc.3$1120.00%−493−99.4%Reduced
TFC Financial Management2$750.00%00.0%Unchanged
Boston Partners0$00.00%−3,554,613−100.0%Sold out
London Co of Virginia0$00.00%−970,930−100.0%Sold out
Qube Research & Technologies Ltd0$00.00%−668,146−100.0%Sold out
Jain Global LLC0$00.00%−494,548−100.0%Sold out
HG Vora Capital Management, LLC0$00.00%−400,000−100.0%Sold out
Prana Capital Management, LP0$00.00%−323,978−100.0%Sold out
Tudor Investment Corp Et Al0$00.00%−258,692−100.0%Sold out
CBOE Vest Financial, LLC0$00.00%−236,225−100.0%Sold out
Skandinaviska Enskilda Banken AB (publ)0$00.00%−155,305−100.0%Sold out
Jessup Wealth Management, Inc0$00.00%−143,071−100.0%Sold out
Benson Investment Management Company, Inc.0$00.00%−120,375−100.0%Sold out
Sciencast Management LP0$00.00%−113,185−100.0%Sold out
Smith Asset Management Co., LLC0$00.00%−82,004−100.0%Sold out
NFC Investments, LLC0$00.00%−75,300−100.0%Sold out
Redwood Investment Management, LLC0$00.00%−50,269−100.0%Sold out
Caxton Associates LLP0$00.00%−45,000−100.0%Sold out
U.S. Capital Wealth Advisors, LLC0$00.00%−43,095−100.0%Sold out
CAPROCK Group, Inc.0$00.00%−41,285−100.0%Sold out
Munich Reinsurance Co Stock Corp in Munich0$00.00%−39,595−100.0%Sold out
Mackenzie Financial Corp0$00.00%−38,049−100.0%Sold out
Campbell & CO Investment Adviser LLC0$00.00%−35,759−100.0%Sold out
Steamboat Capital Partners, LLC0$00.00%−34,842−100.0%Sold out
Y-Intercept (Hong Kong) Ltd0$00.00%−33,019−100.0%Sold out
Inceptionr LLC0$00.00%−26,064−100.0%Sold out
Susquehanna Portfolio Strategies, LLC0$00.00%−25,795−100.0%Sold out
Levin Capital Strategies, L.P.0$00.00%−25,518−100.0%Sold out
Capital Insight Partners, LLC0$00.00%−21,296−100.0%Sold out
Polymer Capital Management (US) LLC0$00.00%−14,537−100.0%Sold out
Rakuten Investment Management, Inc.0$00.00%−12,689−100.0%Sold out
Aquatic Capital Management LLC0$00.00%−12,539−100.0%Sold out
Baader Bank INC0$00.00%−10,317−100.0%Sold out
Hennessy Advisors Inc0$00.00%−10,000−100.0%Sold out
Teacher Retirement System of Texas0$00.00%−9,953−100.0%Sold out
Numerai GP LLC0$00.00%−9,790−100.0%Sold out
Cynosure Management, LLC0$00.00%−9,205−100.0%Sold out
Fieldview Capital Management, LLC0$00.00%−8,668−100.0%Sold out
Verdence Capital Advisors LLC0$00.00%−8,059−100.0%Sold out
Mediolanum International Funds Ltd0$00.00%−7,892−100.0%Sold out
RMB Capital Management, LLC0$00.00%−7,389−100.0%Sold out
Quest Partners LLC0$00.00%−7,070−100.0%Sold out
Seeds Investor LLC0$00.00%−6,743−100.0%Sold out
Ashton Thomas Private Wealth, LLC0$00.00%−5,860−100.0%Sold out
Callan Family Office, LLC0$00.00%−5,844−100.0%Sold out
Atria Investments LLC0$00.00%−5,817−100.0%Sold out
Headlands Technologies LLC0$00.00%−5,533−100.0%Sold out
Park Avenue Securities LLC0$00.00%−5,520−100.0%Sold out
Cambridge Investment Research Advisors, Inc.0$00.00%−5,517−100.0%Sold out
Net Worth Advisory Group0$00.00%−5,376−100.0%Sold out
Laird Norton Trust Company, LLC0$00.00%−5,305−100.0%Sold out
UniSuper Management Pty Ltd0$00.00%−5,300−100.0%Sold out
Kathmere Capital Management, LLC0$00.00%−5,282−100.0%Sold out
Snowden Capital Advisors LLC0$00.00%−5,070−100.0%Sold out
Union Bancaire Privee, UBP SA0$00.00%−5,760−100.0%Sold out
Rafferty Asset Management, LLC0$00.00%−4,815−100.0%Sold out
Forum Financial Management, LP0$00.00%−4,622−100.0%Sold out
Resources Investment Advisors, LLC.0$00.00%−4,459−100.0%Sold out
Elevated Financial Group LLC0$00.00%−4,383−100.0%Sold out