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, Q2 2026
Institutional positions in Equitable Holdings, Inc. as of Jun 30, 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
- 484
- −55 vs. Q1 2026
- Shares held
- 265.5M
- +3.26M (+1.2%) vs. Q1 2026
- Total value
- $11.6B
- +$1.92B (+19.7%) vs. Q1 2026
- New holders
- 68
- 142 more added
- Sold out
- 123
- 214 more reduced
4 institutions that held it in Q1 2026 haven't filed for Q2 2026 yet. Not filing isn't selling, so they aren't counted as sold out or in the changes above.
Compare with Q1 2026: 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, Q2 2026
Shares, value and share of portfolio for each institution holding Equitable Holdings, Inc.; share changes are against Q1 2026.
| Institution | Shares | Value | % of portfolio | Change in shares | Action |
|---|---|---|---|---|---|
| Caitong International Asset Management Co., Ltd | 1 | $44 | 0.00% | +1 | New |
| Freestone Grove Partners LP | 2 | $88 | 0.00% | −56,630−100.0% | Reduced |
| TFC Financial Management | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Maryland Capital Advisors Inc. | 3 | $132 | 0.00% | +3 | New |
| Creative Financial Designs Inc | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Raffa Wealth Management, LLC | 5 | $219 | 0.00% | 00.0% | Unchanged |
| Medallion Wealth Advisors, LLC | 5 | $219 | 0.00% | +5 | New |
| HFM Investment Advisors, LLC | 5 | $220 | 0.00% | 00.0% | Unchanged |
| SBI Securities Co., Ltd. | 6 | $263 | 0.00% | 00.0% | Unchanged |
| 1015 Capital Partners, LLC | 6 | $263 | 0.00% | 00.0% | Unchanged |
| GHP Investment Advisors, Inc. | 6 | $264 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $307 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $307 | 0.00% | +7 | New |
| Seneschal Advisors, LLC | 8 | $352 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $483 | 0.00% | 00.0% | Unchanged |
| DecisionPoint Financial, LLC | 13 | $573 | 0.00% | 00.0% | Unchanged |
| Central Trust Co | 17 | $746 | 0.00% | +4+30.8% | Added |
| True Wealth Design, LLC | 17 | $746 | 0.00% | +17 | New |
| First Horizon Corp | 18 | $790 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $790 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $834 | 0.00% | +13+216.7% | Added |
| South State Corp. | 20 | $878 | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.01K | 0.00% | +6+35.3% | Added |
| Country Trust Bank | 24 | $1.05K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $1.10K | 0.00% | +4+19.0% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $1.19K | 0.00% | 00.0% | Unchanged |
| Bogart Wealth, LLC | 29 | $1.27K | 0.00% | +1+3.6% | Added |
| Dunhill Financial, LLC | 33 | $1.45K | 0.00% | −6−15.4% | Reduced |
| MV Capital Management, Inc. | 34 | $1.49K | 0.00% | +31+1,033.3% | Added |
| Larson Financial Group LLC | 35 | $1.54K | 0.00% | −28−44.4% | Reduced |
| Wealth Enhancement Trust Services, Inc. | 39 | $1.71K | 0.00% | +9+30.0% | Added |
| Transamerica Financial Advisors, Inc. | 39 | $1.71K | 0.00% | +30+333.3% | Added |
| MidFirst Bank | 40 | $1.75K | 0.00% | 00.0% | Unchanged |
| American Capital Advisory, LLC | 41 | $1.80K | 0.00% | +19+86.4% | Added |
| Atlantic Trust, LLC | 42 | $1.84K | 0.00% | +42 | New |
| Sunrise Financial Services, LLC | 45 | $1.98K | 0.00% | 00.0% | Unchanged |
| Avion Wealth | 57 | $2.00K | 0.00% | +25+78.1% | Added |
| Cornerstone Financial Management LLC | 47 | $2.06K | 0.00% | +12+34.3% | Added |
| First Command Advisory Services, Inc. | 51 | $2.24K | 0.00% | 00.0% | Unchanged |
| DiNuzzo Private Wealth, Inc. | 51 | $2.24K | 0.00% | 00.0% | Unchanged |
| Valued Wealth Advisors LLC | 53 | $2.32K | 0.00% | −3−5.4% | Reduced |
| UMA Financial Services, Inc. | 54 | $2.37K | 0.00% | +18+50.0% | Added |
| AdvisorNet Financial, Inc | 65 | $2.85K | 0.00% | +2+3.2% | Added |
| CoreCap Advisors, LLC | 66 | $2.90K | 0.00% | +47+247.4% | Added |
| Capital Advisors, Ltd. LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| Cedar Mountain Advisors, LLC | 72 | $3.16K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 76 | $3.33K | 0.00% | +64+533.3% | Added |
| Webster Bank, N. A. | 78 | $3.42K | 0.00% | 00.0% | Unchanged |
| Keating Financial Advisory Services, Inc. | 80 | $3.51K | 0.00% | +22+37.9% | Added |
| Bell Investment Advisors, Inc | 82 | $3.60K | 0.00% | −19−18.8% | Reduced |
| Cromwell Holdings LLC | 83 | $3.64K | 0.00% | +56+207.4% | Added |
| SJS Investment Consulting Inc. | 84 | $3.69K | 0.00% | −108−56.3% | Reduced |
| Hilton Head Capital Partners, LLC | 84 | $3.69K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.95K | 0.00% | 00.0% | Unchanged |
| IAG Wealth Partners, LLC | 94 | $4.11K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 98 | $4.30K | 0.00% | +98 | New |
| Colonial Trust Advisors | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 95 | $4.51K | 0.00% | 00.0% | Unchanged |
| Frazier Financial Advisors, LLC | 109 | $4.78K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 112 | $4.92K | 0.00% | +91+433.3% | Added |
| JDM Financial Group LLC | 119 | $5.22K | 0.00% | 00.0% | Unchanged |
| Meeder Asset Management Inc | 122 | $5.35K | 0.00% | +122 | New |
| Bruce G. Allen Investments, LLC | 124 | $5.44K | 0.00% | −15−10.8% | Reduced |
| Ares Financial Consulting, LLC | 125 | $5.49K | 0.00% | 00.0% | Unchanged |
| Trust Co of Vermont | 127 | $5.57K | 0.00% | +127 | New |
| TD Private Client Wealth LLC | 129 | $5.66K | 0.00% | +108+514.3% | Added |
| Continuum Advisory, LLC | 131 | $5.75K | 0.00% | +131 | New |
| High Note Wealth, LLC | 153 | $6.71K | 0.00% | +7+4.8% | Added |
| Essential Partners LLC | 154 | $6.76K | 0.00% | −930−85.8% | Reduced |
| Cassaday & Co Wealth Management LLC | 154 | $6.76K | 0.00% | +11+7.7% | Added |
| Washington Trust Advisors, Inc. | 157 | $6.89K | 0.00% | +39+33.1% | Added |
| Manchester Capital Management LLC | 157 | $6.89K | 0.00% | −13−7.6% | Reduced |
| Covestor Ltd | 159 | $7.00K | 0.00% | −7−4.2% | Reduced |
| Action Point Financial Planning, LLC | 164 | $7.11K | 0.00% | +164 | New |
| Zions Bancorporation, National Association | 170 | $7.46K | 0.00% | −1,575−90.3% | Reduced |
| Plante Moran Financial Advisors, LLC | 176 | $7.71K | 0.00% | −24−12.0% | Reduced |
| WealthCollab, LLC | 178 | $7.81K | 0.00% | 00.0% | Unchanged |
| CVA Family Office, LLC | 185 | $8.12K | 0.00% | 00.0% | Unchanged |
| Pinnacle Wealth Planning Services, Inc. | 187 | $8.21K | 0.00% | +4+2.2% | Added |
| Bare Financial Services, Inc | 195 | $8.56K | 0.00% | +130+200.0% | Added |
| Kennebec Savings Bank | 200 | $8.78K | 0.01% | +200 | New |
| Clearstead Advisors, LLC | 203 | $8.91K | 0.00% | −30,445−99.3% | Reduced |
| Torren Management, LLC | 204 | $8.93K | 0.00% | +1+0.5% | Added |
| Fortitude Family Office, LLC | 225 | $9.87K | 0.00% | +12+5.6% | Added |
| Farmers & Merchants Investments Inc | 245 | $10.8K | 0.00% | −5−2.0% | Reduced |
| TD Waterhouse Canada Inc. | 250 | $11.0K | 0.00% | +34+15.7% | Added |
| Planning Strategies Inc. | 253 | $11.1K | 0.01% | +253 | New |
| JFS Wealth Advisors, LLC | 257 | $11.3K | 0.00% | 00.0% | Unchanged |
| Mather Group, LLC. | 262 | $11.5K | 0.00% | 00.0% | Unchanged |
| Huntington National Bank | 276 | $12.1K | 0.00% | +170+160.4% | Added |
| Rossby Financial, LCC | 281 | $12.3K | 0.00% | +17+6.4% | Added |
| Leonteq Securities AG | 287 | $12.6K | 0.00% | −48−14.3% | Reduced |
| Salomon & Ludwin, LLC | 301 | $13.3K | 0.00% | 00.0% | Unchanged |
| WPG Advisers, LLC | 305 | $13.4K | 0.01% | +39+14.7% | Added |
| Cullen/Frost Bankers, Inc. | 310 | $13.6K | 0.00% | −990−76.2% | Reduced |
| JPL Wealth Management, LLC | 310 | $13.6K | 0.00% | −52,232−99.4% | Reduced |
| Private Trust Co NA | 393 | $17.2K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co of Nevada Inc | 379 | $17.8K | 0.00% | −116−23.4% | Reduced |
| Institute for Wealth Management, LLC. | 410 | $18.0K | 0.00% | +410 | New |