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 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 8,694 | $382.4K | 0.00% | −68,163−88.7% | Reduced |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,697 | $381.6K | 0.00% | −44,500−83.7% | Reduced |
| CIBC Asset Management Inc | 8,669 | $380.4K | 0.00% | −11,949−58.0% | Reduced |
| Hyperion Capital Advisors LP | 8,611 | $377.9K | 0.17% | 00.0% | Unchanged |
| Nykredit A/S | 8,577 | $376.4K | 0.00% | +8,577 | New |
| US Bancorp | 8,523 | $374.0K | 0.00% | −137−1.6% | Reduced |
| North Dakota State Investment Board | 8,493 | $372.7K | 0.02% | −297−3.4% | Reduced |
| Lido Advisors, LLC | 8,368 | $367.2K | 0.00% | +8,368 | New |
| Profund Advisors LLC | 8,193 | $359.5K | 0.01% | −412−4.8% | Reduced |
| Romano Brothers and Company | 8,175 | $358.7K | 0.04% | 00.0% | Unchanged |
| Rothschild Investment LLC | 8,059 | $353.6K | 0.01% | −392−4.6% | Reduced |
| LSV Asset Management | 7,900 | $347.0K | 0.00% | −211,100−96.4% | Reduced |
| Ellevest, Inc. | 7,636 | $335.1K | 0.04% | +7,636 | New |
| Captrust Financial Advisors | 7,496 | $328.9K | 0.00% | −6,668−47.1% | Reduced |
| Abel Hall, LLC | 7,427 | $325.9K | 0.06% | −911−10.9% | Reduced |
| Atomi Financial Group, Inc. | 7,404 | $324.9K | 0.01% | −425−5.4% | Reduced |
| QRG Capital Management, Inc. | 7,210 | $316.4K | 0.00% | −197−2.7% | Reduced |
| Phoenix Holdings Ltd. | 7,200 | $315.0K | 0.00% | +7,200 | New |
| Quadrant Capital Group LLC | 7,062 | $309.9K | 0.01% | +61+0.9% | Added |
| Sequoia Financial Advisors, LLC | 6,947 | $304.8K | 0.00% | −2,446−26.0% | Reduced |
| Meridian Wealth Management, LLC | 6,928 | $304.0K | 0.01% | −56,664−89.1% | Reduced |
| Meiji Yasuda Asset Management Co Ltd. | 6,536 | $286.8K | 0.01% | −5,680−46.5% | Reduced |
| Ascent Group, LLC | 6,489 | $284.7K | 0.01% | −63−1.0% | Reduced |
| Advisor Group Holdings, Inc. | 6,450 | $283.0K | 0.00% | +1,419+28.2% | Added |
| PEAK6 LLC | 6,245 | $274.0K | 0.01% | +590+10.4% | Added |
| CIBC World Markets Inc. | 6,096 | $267.5K | 0.00% | −31−0.5% | Reduced |
| AlphaGrep UK Ltd | 6,077 | $266.7K | 0.08% | −11,073−64.6% | Reduced |
| Compass Advisory Group LLC | 6,060 | $265.9K | 0.06% | −6,862−53.1% | Reduced |
| Coldstream Capital Management Inc | 6,053 | $265.6K | 0.00% | −39−0.6% | Reduced |
| Meeder Advisory Services, Inc. | 5,894 | $258.6K | 0.01% | +5,894 | New |
| We Are One Seven, LLC | 5,766 | $253.0K | 0.00% | −553−8.8% | Reduced |
| Kathmere Capital Management, LLC | 5,631 | $247.1K | 0.01% | +5,631 | New |
| Nomura Asset Management International Inc. | 5,435 | $238.0K | 0.00% | −10,965−66.9% | Reduced |
| TD Asset Management Inc | 5,300 | $232.6K | 0.00% | −42,906−89.0% | Reduced |
| J. Safra Sarasin Holding AG | 6,183 | $229.5K | 0.00% | −12,926−67.6% | Reduced |
| Assetmark, Inc | 5,214 | $228.8K | 0.00% | −15,438−74.8% | Reduced |
| Walleye Trading LLC | 5,207 | $228.5K | 0.00% | +5,190+30,529.4% | Added |
| Laird Norton Trust Company, LLC | 5,104 | $223.9K | 0.00% | +5,104 | New |
| PDS Planning, Inc | 5,082 | $223.0K | 0.01% | +5,082 | New |
| Seeds Investor LLC | 5,081 | $223.0K | 0.02% | +5,081 | New |
| Glazer Capital, LLC | 5,000 | $219.0K | 0.01% | +5,000 | New |
| Wedmont Private Capital | 4,617 | $217.0K | 0.01% | +4,617 | New |
| Sterling Capital Management LLC | 4,891 | $214.6K | 0.00% | +2,852+139.9% | Added |
| Chevy Chase Trust Holdings, Inc. | 4,848 | $212.7K | 0.00% | +4,848 | New |
| Jump Financial, LLC | 4,828 | $211.9K | 0.00% | −188,847−97.5% | Reduced |
| Blueshift Asset Management, LLC | 4,804 | $210.8K | 0.05% | −13,117−73.2% | Reduced |
| Umb Bank N A | 4,346 | $190.7K | 0.00% | +442+11.3% | Added |
| Farther Finance Advisors, LLC | 3,928 | $172.4K | 0.00% | −72−1.8% | Reduced |
| Signaturefd, LLC | 3,609 | $158.4K | 0.00% | −298−7.6% | Reduced |
| Simplex Trading, LLC | 3,527 | $154.8K | 0.00% | −3,611−50.6% | Reduced |
| Aster Capital Management (DIFC) Ltd | 3,400 | $149.2K | 0.03% | +3,400 | New |
| SRS Capital Advisors, Inc. | 3,299 | $144.8K | 0.00% | +794+31.7% | Added |
| Steward Partners Investment Advisory, LLC | 3,161 | $138.7K | 0.00% | +466+17.3% | Added |
| IFP Advisors, Inc | 3,027 | $132.8K | 0.00% | −50−1.6% | Reduced |
| Northwestern Mutual Wealth Management Co | 2,967 | $130.2K | 0.00% | +705+31.2% | Added |
| Smartleaf Asset Management LLC | 2,885 | $127.4K | 0.00% | 00.0% | Unchanged |
| Quent Capital, LLC | 2,798 | $122.8K | 0.01% | +145+5.5% | Added |
| Bessemer Group Inc | 2,426 | $106.0K | 0.00% | −66,371−96.5% | Reduced |
| LRI Investments, LLC | 2,133 | $93.6K | 0.01% | +924+76.4% | Added |
| Anchor Investment Management, LLC | 2,000 | $87.8K | 0.01% | 00.0% | Unchanged |
| Cornerstone Planning Group LLC | 1,693 | $82.5K | 0.01% | −349−17.1% | Reduced |
| Regatta Research & Money Management | 1,702 | $74.7K | 0.07% | +1,702 | New |
| Alerus Financial NA | 1,666 | $73.1K | 0.00% | −2,051−55.2% | Reduced |
| Massmutual Trust Co FSB | 1,635 | $71.7K | 0.00% | −39−2.3% | Reduced |
| Global Retirement Partners, LLC | 1,567 | $68.7K | 0.00% | +1,567 | New |
| Harbor Investment Advisory, LLC | 1,545 | $67.8K | 0.00% | +1,310+557.4% | Added |
| Parkside Financial Bank & Trust | 1,508 | $66.2K | 0.00% | −1,255−45.4% | Reduced |
| Los Angeles Capital Management LLC | 1,351 | $59.3K | 0.00% | 00.0% | Unchanged |
| Ronald Blue Trust, Inc. | 1,337 | $58.7K | 0.00% | −58−4.2% | Reduced |
| EverSource Wealth Advisors, LLC | 1,329 | $58.3K | 0.00% | −1,172−46.9% | Reduced |
| CX Institutional | 1,282 | $56.0K | 0.00% | +297+30.2% | Added |
| Versant Capital Management, Inc | 992 | $43.5K | 0.00% | +74+8.1% | Added |
| V-Square Quantitative Management LLC | 853 | $37.4K | 0.00% | −4,051−82.6% | Reduced |
| Parallel Advisors, LLC | 833 | $36.6K | 0.00% | +30+3.7% | Added |
| Quarry LP | 805 | $35.3K | 0.01% | −14,380−94.7% | Reduced |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 755 | $33.1K | 0.00% | −309,133−99.8% | Reduced |
| Atlas Capital Advisors LLC | 738 | $32.4K | 0.00% | −1,643−69.0% | Reduced |
| Harbour Investments, Inc. | 668 | $29.3K | 0.00% | +76+12.8% | Added |
| Mirae Asset Global Investments Co., Ltd. | 635 | $27.9K | 0.00% | −1,316−67.5% | Reduced |
| Beacon Investment Advisory Services, Inc. | 550 | $24.1K | 0.00% | 00.0% | Unchanged |
| Basecamp Wealth Advisors LLC | 527 | $23.1K | 0.00% | −90−14.6% | Reduced |
| National Bank of Canada | 501 | $22.0K | 0.00% | −5,251−91.3% | Reduced |
| Caitlin John, LLC | 461 | $20.2K | 0.01% | 00.0% | Unchanged |
| Brown Brothers Harriman & Co | 457 | $20.1K | 0.00% | 00.0% | Unchanged |
| Institute for Wealth Management, LLC. | 410 | $18.0K | 0.00% | +410 | New |
| Whittier Trust Co of Nevada Inc | 379 | $17.8K | 0.00% | −116−23.4% | Reduced |
| Private Trust Co NA | 393 | $17.2K | 0.00% | 00.0% | Unchanged |
| JPL Wealth Management, LLC | 310 | $13.6K | 0.00% | −52,232−99.4% | Reduced |
| Cullen/Frost Bankers, Inc. | 310 | $13.6K | 0.00% | −990−76.2% | Reduced |
| WPG Advisers, LLC | 305 | $13.4K | 0.01% | +39+14.7% | Added |
| Salomon & Ludwin, LLC | 301 | $13.3K | 0.00% | 00.0% | Unchanged |
| Leonteq Securities AG | 287 | $12.6K | 0.00% | −48−14.3% | Reduced |
| Rossby Financial, LCC | 281 | $12.3K | 0.00% | +17+6.4% | Added |
| Huntington National Bank | 276 | $12.1K | 0.00% | +170+160.4% | Added |
| Mather Group, LLC. | 262 | $11.5K | 0.00% | 00.0% | Unchanged |
| JFS Wealth Advisors, LLC | 257 | $11.3K | 0.00% | 00.0% | Unchanged |
| Planning Strategies Inc. | 253 | $11.1K | 0.01% | +253 | New |
| TD Waterhouse Canada Inc. | 250 | $11.0K | 0.00% | +34+15.7% | Added |
| Farmers & Merchants Investments Inc | 245 | $10.8K | 0.00% | −5−2.0% | Reduced |
| Fortitude Family Office, LLC | 225 | $9.87K | 0.00% | +12+5.6% | Added |