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 |
|---|---|---|---|---|---|
| Brown Brothers Harriman & Co | 457 | $20.1K | 0.00% | 00.0% | Unchanged |
| Caitlin John, LLC | 461 | $20.2K | 0.01% | 00.0% | Unchanged |
| National Bank of Canada | 501 | $22.0K | 0.00% | −5,251−91.3% | Reduced |
| Basecamp Wealth Advisors LLC | 527 | $23.1K | 0.00% | −90−14.6% | Reduced |
| Beacon Investment Advisory Services, Inc. | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Mirae Asset Global Investments Co., Ltd. | 635 | $27.9K | 0.00% | −1,316−67.5% | Reduced |
| Harbour Investments, Inc. | 668 | $29.3K | 0.00% | +76+12.8% | Added |
| Atlas Capital Advisors LLC | 738 | $32.4K | 0.00% | −1,643−69.0% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 755 | $33.1K | 0.00% | −309,133−99.8% | Reduced |
| Quarry LP | 805 | $35.3K | 0.01% | −14,380−94.7% | Reduced |
| Parallel Advisors, LLC | 833 | $36.6K | 0.00% | +30+3.7% | Added |
| V-Square Quantitative Management LLC | 853 | $37.4K | 0.00% | −4,051−82.6% | Reduced |
| Versant Capital Management, Inc | 992 | $43.5K | 0.00% | +74+8.1% | Added |
| CX Institutional | 1,282 | $56.0K | 0.00% | +297+30.2% | Added |
| EverSource Wealth Advisors, LLC | 1,329 | $58.3K | 0.00% | −1,172−46.9% | Reduced |
| Ronald Blue Trust, Inc. | 1,337 | $58.7K | 0.00% | −58−4.2% | Reduced |
| Los Angeles Capital Management LLC | 1,351 | $59.3K | 0.00% | 00.0% | Unchanged |
| Parkside Financial Bank & Trust | 1,508 | $66.2K | 0.00% | −1,255−45.4% | Reduced |
| Harbor Investment Advisory, LLC | 1,545 | $67.8K | 0.00% | +1,310+557.4% | Added |
| Global Retirement Partners, LLC | 1,567 | $68.7K | 0.00% | +1,567 | New |
| Massmutual Trust Co FSB | 1,635 | $71.7K | 0.00% | −39−2.3% | Reduced |
| Alerus Financial NA | 1,666 | $73.1K | 0.00% | −2,051−55.2% | Reduced |
| Regatta Research & Money Management | 1,702 | $74.7K | 0.07% | +1,702 | New |
| Cornerstone Planning Group LLC | 1,693 | $82.5K | 0.01% | −349−17.1% | Reduced |
| Anchor Investment Management, LLC | 2,000 | $87.8K | 0.01% | 00.0% | Unchanged |
| LRI Investments, LLC | 2,133 | $93.6K | 0.01% | +924+76.4% | Added |
| Bessemer Group Inc | 2,426 | $106.0K | 0.00% | −66,371−96.5% | Reduced |
| Quent Capital, LLC | 2,798 | $122.8K | 0.01% | +145+5.5% | Added |
| Smartleaf Asset Management LLC | 2,885 | $127.4K | 0.00% | 00.0% | Unchanged |
| Northwestern Mutual Wealth Management Co | 2,967 | $130.2K | 0.00% | +705+31.2% | Added |
| IFP Advisors, Inc | 3,027 | $132.8K | 0.00% | −50−1.6% | Reduced |
| Steward Partners Investment Advisory, LLC | 3,161 | $138.7K | 0.00% | +466+17.3% | Added |
| SRS Capital Advisors, Inc. | 3,299 | $144.8K | 0.00% | +794+31.7% | Added |
| Aster Capital Management (DIFC) Ltd | 3,400 | $149.2K | 0.03% | +3,400 | New |
| Simplex Trading, LLC | 3,527 | $154.8K | 0.00% | −3,611−50.6% | Reduced |
| Signaturefd, LLC | 3,609 | $158.4K | 0.00% | −298−7.6% | Reduced |
| Farther Finance Advisors, LLC | 3,928 | $172.4K | 0.00% | −72−1.8% | Reduced |
| Umb Bank N A | 4,346 | $190.7K | 0.00% | +442+11.3% | Added |
| Blueshift Asset Management, LLC | 4,804 | $210.8K | 0.05% | −13,117−73.2% | Reduced |
| Jump Financial, LLC | 4,828 | $211.9K | 0.00% | −188,847−97.5% | Reduced |
| Chevy Chase Trust Holdings, Inc. | 4,848 | $212.7K | 0.00% | +4,848 | New |
| Sterling Capital Management LLC | 4,891 | $214.6K | 0.00% | +2,852+139.9% | Added |
| Wedmont Private Capital | 4,617 | $217.0K | 0.01% | +4,617 | New |
| Glazer Capital, LLC | 5,000 | $219.0K | 0.01% | +5,000 | New |
| Seeds Investor LLC | 5,081 | $223.0K | 0.02% | +5,081 | New |
| PDS Planning, Inc | 5,082 | $223.0K | 0.01% | +5,082 | New |
| Laird Norton Trust Company, LLC | 5,104 | $223.9K | 0.00% | +5,104 | New |
| Walleye Trading LLC | 5,207 | $228.5K | 0.00% | +5,190+30,529.4% | Added |
| Assetmark, Inc | 5,214 | $228.8K | 0.00% | −15,438−74.8% | Reduced |
| J. Safra Sarasin Holding AG | 6,183 | $229.5K | 0.00% | −12,926−67.6% | Reduced |
| TD Asset Management Inc | 5,300 | $232.6K | 0.00% | −42,906−89.0% | Reduced |
| Nomura Asset Management International Inc. | 5,435 | $238.0K | 0.00% | −10,965−66.9% | Reduced |
| Kathmere Capital Management, LLC | 5,631 | $247.1K | 0.01% | +5,631 | New |
| We Are One Seven, LLC | 5,766 | $253.0K | 0.00% | −553−8.8% | Reduced |
| Meeder Advisory Services, Inc. | 5,894 | $258.6K | 0.01% | +5,894 | New |
| Coldstream Capital Management Inc | 6,053 | $265.6K | 0.00% | −39−0.6% | Reduced |
| Compass Advisory Group LLC | 6,060 | $265.9K | 0.06% | −6,862−53.1% | Reduced |
| AlphaGrep UK Ltd | 6,077 | $266.7K | 0.08% | −11,073−64.6% | Reduced |
| CIBC World Markets Inc. | 6,096 | $267.5K | 0.00% | −31−0.5% | Reduced |
| PEAK6 LLC | 6,245 | $274.0K | 0.01% | +590+10.4% | Added |
| Advisor Group Holdings, Inc. | 6,450 | $283.0K | 0.00% | +1,419+28.2% | Added |
| Ascent Group, LLC | 6,489 | $284.7K | 0.01% | −63−1.0% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,536 | $286.8K | 0.01% | −5,680−46.5% | Reduced |
| Meridian Wealth Management, LLC | 6,928 | $304.0K | 0.01% | −56,664−89.1% | Reduced |
| Sequoia Financial Advisors, LLC | 6,947 | $304.8K | 0.00% | −2,446−26.0% | Reduced |
| Quadrant Capital Group LLC | 7,062 | $309.9K | 0.01% | +61+0.9% | Added |
| Phoenix Holdings Ltd. | 7,200 | $315.0K | 0.00% | +7,200 | New |
| QRG Capital Management, Inc. | 7,210 | $316.4K | 0.00% | −197−2.7% | Reduced |
| Atomi Financial Group, Inc. | 7,404 | $324.9K | 0.01% | −425−5.4% | Reduced |
| Abel Hall, LLC | 7,427 | $325.9K | 0.06% | −911−10.9% | Reduced |
| Captrust Financial Advisors | 7,496 | $328.9K | 0.00% | −6,668−47.1% | Reduced |
| Ellevest, Inc. | 7,636 | $335.1K | 0.04% | +7,636 | New |
| LSV Asset Management | 7,900 | $347.0K | 0.00% | −211,100−96.4% | Reduced |
| Rothschild Investment LLC | 8,059 | $353.6K | 0.01% | −392−4.6% | Reduced |
| Romano Brothers and Company | 8,175 | $358.7K | 0.04% | 00.0% | Unchanged |
| Profund Advisors LLC | 8,193 | $359.5K | 0.01% | −412−4.8% | Reduced |
| Lido Advisors, LLC | 8,368 | $367.2K | 0.00% | +8,368 | New |
| North Dakota State Investment Board | 8,493 | $372.7K | 0.02% | −297−3.4% | Reduced |
| US Bancorp | 8,523 | $374.0K | 0.00% | −137−1.6% | Reduced |
| Nykredit A/S | 8,577 | $376.4K | 0.00% | +8,577 | New |
| Hyperion Capital Advisors LP | 8,611 | $377.9K | 0.17% | 00.0% | Unchanged |
| CIBC Asset Management Inc | 8,669 | $380.4K | 0.00% | −11,949−58.0% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,697 | $381.6K | 0.00% | −44,500−83.7% | Reduced |
| Eurizon Capital SGR S.p.A. | 8,694 | $382.4K | 0.00% | −68,163−88.7% | Reduced |
| MML Investors Services, LLC | 8,735 | $383.3K | 0.00% | +3,164+56.8% | Added |
| R Squared Ltd | 8,777 | $385.1K | 0.20% | −193−2.2% | Reduced |
| Agf Management Ltd | 8,785 | $385.5K | 0.00% | 00.0% | Unchanged |
| Worldquant Millennium Advisors LLC | 9,060 | $397.6K | 0.00% | −1,024,514−99.1% | Reduced |
| Shelton Capital Management | 9,289 | $407.6K | 0.01% | −168−1.8% | Reduced |
| United Capital Financial Advisers, LLC | 9,417 | $413.2K | 0.00% | −4,532−32.5% | Reduced |
| Advisory Services Network, LLC | 9,655 | $423.7K | 0.00% | −39,429−80.3% | Reduced |
| Mirabella Financial Services LLP | 9,667 | $424.2K | 0.04% | +2,863+42.1% | Added |
| Chesley Taft & Associates LLC | 9,670 | $424.3K | 0.02% | +9,670 | New |
| KBC Group NV | 9,788 | $429.0K | 0.00% | −39,963−80.3% | Reduced |
| HB Wealth Management, LLC | 9,784 | $429.3K | 0.00% | +444+4.8% | Added |
| Legacy Financial Advisors, Inc. | 9,901 | $434.5K | 0.05% | +9,901 | New |
| Integrated Wealth Concepts LLC | 9,922 | $435.4K | 0.00% | −3,242−24.6% | Reduced |
| Transmarket Holdings LP | 10,040 | $440.6K | 0.32% | +10,040 | New |
| Fifth Third Wealth Advisors LLC | 10,332 | $453.4K | 0.01% | +18+0.2% | Added |
| Gateway Investment Advisers LLC | 10,425 | $457.4K | 0.00% | +10,425 | New |