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 |
|---|---|---|---|---|---|
| Torren Management, LLC | 204 | $8.93K | 0.00% | +1+0.5% | Added |
| Clearstead Advisors, LLC | 203 | $8.91K | 0.00% | −30,445−99.3% | Reduced |
| Kennebec Savings Bank | 200 | $8.78K | 0.01% | +200 | New |
| Bare Financial Services, Inc | 195 | $8.56K | 0.00% | +130+200.0% | Added |
| Pinnacle Wealth Planning Services, Inc. | 187 | $8.21K | 0.00% | +4+2.2% | Added |
| CVA Family Office, LLC | 185 | $8.12K | 0.00% | 00.0% | Unchanged |
| WealthCollab, LLC | 178 | $7.81K | 0.00% | 00.0% | Unchanged |
| Plante Moran Financial Advisors, LLC | 176 | $7.71K | 0.00% | −24−12.0% | Reduced |
| Zions Bancorporation, National Association | 170 | $7.46K | 0.00% | −1,575−90.3% | Reduced |
| Action Point Financial Planning, LLC | 164 | $7.11K | 0.00% | +164 | New |
| Covestor Ltd | 159 | $7.00K | 0.00% | −7−4.2% | Reduced |
| Manchester Capital Management LLC | 157 | $6.89K | 0.00% | −13−7.6% | Reduced |
| Washington Trust Advisors, Inc. | 157 | $6.89K | 0.00% | +39+33.1% | 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 |
| High Note Wealth, LLC | 153 | $6.71K | 0.00% | +7+4.8% | Added |
| Continuum Advisory, LLC | 131 | $5.75K | 0.00% | +131 | New |
| TD Private Client Wealth LLC | 129 | $5.66K | 0.00% | +108+514.3% | Added |
| Trust Co of Vermont | 127 | $5.57K | 0.00% | +127 | New |
| Ares Financial Consulting, LLC | 125 | $5.49K | 0.00% | 00.0% | Unchanged |
| Bruce G. Allen Investments, LLC | 124 | $5.44K | 0.00% | −15−10.8% | Reduced |
| Meeder Asset Management Inc | 122 | $5.35K | 0.00% | +122 | New |
| JDM Financial Group LLC | 119 | $5.22K | 0.00% | 00.0% | Unchanged |
| Rialto Wealth Management, LLC | 112 | $4.92K | 0.00% | +91+433.3% | Added |
| Frazier Financial Advisors, LLC | 109 | $4.78K | 0.00% | 00.0% | Unchanged |
| Whittier Trust Co | 95 | $4.51K | 0.00% | 00.0% | Unchanged |
| Colonial Trust Advisors | 100 | $4.39K | 0.00% | 00.0% | Unchanged |
| ZRC Wealth Management, LLC | 98 | $4.30K | 0.00% | +98 | New |
| IAG Wealth Partners, LLC | 94 | $4.11K | 0.00% | 00.0% | Unchanged |
| Jackson, Grant Investment Advisers, Inc. | 90 | $3.95K | 0.00% | 00.0% | Unchanged |
| 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 |
| Cromwell Holdings LLC | 83 | $3.64K | 0.00% | +56+207.4% | Added |
| Bell Investment Advisors, Inc | 82 | $3.60K | 0.00% | −19−18.8% | Reduced |
| Keating Financial Advisory Services, Inc. | 80 | $3.51K | 0.00% | +22+37.9% | Added |
| Webster Bank, N. A. | 78 | $3.42K | 0.00% | 00.0% | Unchanged |
| North Star Investment Management Corp. | 76 | $3.33K | 0.00% | +64+533.3% | Added |
| Cedar Mountain Advisors, LLC | 72 | $3.16K | 0.00% | 00.0% | Unchanged |
| Capital Advisors, Ltd. LLC | 60 | $3.00K | 0.00% | 00.0% | Unchanged |
| Coston, McIsaac & Partners | 70 | $3.00K | 0.00% | 00.0% | Unchanged |
| CoreCap Advisors, LLC | 66 | $2.90K | 0.00% | +47+247.4% | Added |
| AdvisorNet Financial, Inc | 65 | $2.85K | 0.00% | +2+3.2% | Added |
| UMA Financial Services, Inc. | 54 | $2.37K | 0.00% | +18+50.0% | Added |
| Valued Wealth Advisors LLC | 53 | $2.32K | 0.00% | −3−5.4% | Reduced |
| 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 |
| Cornerstone Financial Management LLC | 47 | $2.06K | 0.00% | +12+34.3% | Added |
| Avion Wealth | 57 | $2.00K | 0.00% | +25+78.1% | Added |
| Sunrise Financial Services, LLC | 45 | $1.98K | 0.00% | 00.0% | Unchanged |
| Atlantic Trust, LLC | 42 | $1.84K | 0.00% | +42 | New |
| American Capital Advisory, LLC | 41 | $1.80K | 0.00% | +19+86.4% | Added |
| MidFirst Bank | 40 | $1.75K | 0.00% | 00.0% | Unchanged |
| 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 |
| Larson Financial Group LLC | 35 | $1.54K | 0.00% | −28−44.4% | Reduced |
| MV Capital Management, Inc. | 34 | $1.49K | 0.00% | +31+1,033.3% | Added |
| Dunhill Financial, LLC | 33 | $1.45K | 0.00% | −6−15.4% | Reduced |
| Bogart Wealth, LLC | 29 | $1.27K | 0.00% | +1+3.6% | Added |
| Bay Harbor Wealth Management, LLC | 27 | $1.19K | 0.00% | 00.0% | Unchanged |
| Activest Wealth Management | 25 | $1.10K | 0.00% | +4+19.0% | Added |
| Country Trust Bank | 24 | $1.05K | 0.00% | 00.0% | Unchanged |
| Principia Wealth Advisory, LLC | 23 | $1.01K | 0.00% | +6+35.3% | Added |
| South State Corp. | 20 | $878 | 0.00% | 00.0% | Unchanged |
| Hughes Financial Services, LLC | 19 | $834 | 0.00% | +13+216.7% | Added |
| First Horizon Corp | 18 | $790 | 0.00% | 00.0% | Unchanged |
| Highline Wealth Partners LLC | 18 | $790 | 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 |
| DecisionPoint Financial, LLC | 13 | $573 | 0.00% | 00.0% | Unchanged |
| Arlington Trust Co LLC | 11 | $483 | 0.00% | 00.0% | Unchanged |
| Seneschal Advisors, LLC | 8 | $352 | 0.00% | 00.0% | Unchanged |
| ROSS\JOHNSON & Associates LLC | 7 | $307 | 0.00% | 00.0% | Unchanged |
| Motco | 7 | $307 | 0.00% | +7 | New |
| GHP Investment Advisors, Inc. | 6 | $264 | 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 |
| HFM Investment Advisors, LLC | 5 | $220 | 0.00% | 00.0% | Unchanged |
| 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 |
| Maryland Capital Advisors Inc. | 3 | $132 | 0.00% | +3 | New |
| Freestone Grove Partners LP | 2 | $88 | 0.00% | −56,630−100.0% | Reduced |
| TFC Financial Management | 2 | $88 | 0.00% | 00.0% | Unchanged |
| Caitong International Asset Management Co., Ltd | 1 | $44 | 0.00% | +1 | New |
| Acadian Asset Management LLC | 0 | $0 | 0.00% | −1,469,425−100.0% | Sold out |
| PFA Pension, Forsikringsaktieselskab | 0 | $0 | 0.00% | −1,022,919−100.0% | Sold out |
| Fiera Capital Corp | 0 | $0 | 0.00% | −694,016−100.0% | Sold out |
| AustralianSuper Pty Ltd | 0 | $0 | 0.00% | −653,453−100.0% | Sold out |
| Algert Global LLC | 0 | $0 | 0.00% | −279,150−100.0% | Sold out |
| Korea Investment CORP | 0 | $0 | 0.00% | −234,591−100.0% | Sold out |
| Troluce Capital Advisors LLC | 0 | $0 | 0.00% | −200,000−100.0% | Sold out |
| T. Rowe Price Investment Management, Inc. | 0 | $0 | 0.00% | −155,366−100.0% | Sold out |
| Intech Investment Management LLC | 0 | $0 | 0.00% | −149,216−100.0% | Sold out |
| Danske Bank A/S | 0 | $0 | 0.00% | −144,861−100.0% | Sold out |
| HRT Financial LP | 0 | $0 | 0.00% | −137,568−100.0% | Sold out |
| Twinbeech Capital LP | 0 | $0 | 0.00% | −137,510−100.0% | Sold out |
| FORA Capital, LLC | 0 | $0 | 0.00% | −134,898−100.0% | Sold out |
| Tredje AP-fonden | 0 | $0 | 0.00% | −128,641−100.0% | Sold out |
| Asset Management One Co.,Ltd. | 0 | $0 | 0.00% | −120,304−100.0% | Sold out |
| Mn Services Vermogensbeheer B.V. | 0 | $0 | 0.00% | −116,285−100.0% | Sold out |