Skip to content
Disclosery

EQH EQUITABLE HLDGS INC

Follow

Stock (common), issuer CIK 1333986

469 managers (484 13F filers) reported a position in EQH shares at 2026-06-30, 265,475,674 shares in all. 61 filers opened a position and 123 filers sold out during the quarter.

Managers
469
13F filers
484
New
61
Added
142
Reduced
214
Sold out
123
Shares held by filers
265,475,674

Shares held by filers adds up every 13F filer's report, so a share reported by a parent and by its subsidiary counts twice (H9). Managers counts each filer group once.

13D and 13G filers

No 13D or 13G on this security in the data. Structured 13D/G data starts 2024-12-18.

Insider trades

No Form 4 transaction on this security in the data.

13F holders, Q2 2026

Filers in the available 13F reports with a share position at 2026-06-30, filer groups collapsed to one row (method), largest first. Options and principal amounts are left out. A group row states no % of portfolio, since each member reports its own portfolio: the members' percents are listed under it. A value about 1,000 times or 1/1,000 of the price other filers imply is shown as filed but neither ranks the row nor enters a sum.

HolderSharesValue% of portfolioChangeSource
Essential Partners LLC154$6.76K<0.01%-93013F-HRTimeline
High Note Wealth, LLC153$6.71K<0.01%+713F-HRTimeline
Continuum Advisory, LLC131$5.75K<0.01%new13F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC129$5.66K<0.01%+10813F-HRTimeline
TRUST CO OF VERMONT127$5.57K<0.01%13F-HRTimeline
Ares Financial Consulting, LLC125$5.49K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC124$5.44K<0.01%-1513F-HRTimeline
JDM Financial Group LLC119$5.22K<0.01%013F-HRTimeline
Rialto Wealth Management, LLC112$4.92K<0.01%+9113F-HRTimeline
Frazier Financial Advisors, LLC109$4.78K<0.01%013F-HRTimeline
WHITTIER TRUST CO95$4.51K<0.01%013F-HRTimeline
Colonial Trust Advisorsin group Colonial Trust Advisors100$4.39K<0.01%013F-HRTimelineGroup
ELEVATION WEALTH PARTNERS, LLC98$4.3K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC94$4.11K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.90$3.95K<0.01%013F-HRTimeline
SJS Investment Consulting Inc.84$3.69K<0.01%-10813F-HRTimeline
Hilton Head Capital Partners, LLC84$3.69K<0.01%013F-HRTimeline
Cromwell Holdings LLC83$3.64K<0.01%+5613F-HRTimeline
Bell Investment Advisors, Inc82$3.6K<0.01%-1913F-HRTimeline
Keating Financial Advisory Services, In…80$3.51K<0.01%+2213F-HRTimeline
WEBSTER BANK, N. A.78$3.42K<0.01%013F-HRTimeline
North Star Investment Management Corp.76$3.33K<0.01%+6413F-HRTimeline
Cedar Mountain Advisors, LLC72$3.16K<0.01%013F-HRTimeline
Coston, McIsaac & Partners70$3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC60$3K<0.01%013F-HRTimeline
CoreCap Advisors, LLC66$2.9K<0.01%+4713F-HRTimeline
AdvisorNet Financial, Inc65$2.85K<0.01%+213F-HRTimeline
Physician Wealth Advisors, Inc.54$2.37K<0.01%+1813F-HRTimeline
Valued Wealth Advisors LLC53$2.32K<0.01%-313F-HRTimeline
First Command Advisory Services, Inc.51$2.24K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.51$2.24K<0.01%013F-HRTimeline
Cornerstone Financial Management LLC47$2.06K<0.01%+1213F-HR/ATimeline
Avion Wealth57$2K<0.01%+2513F-HRTimeline
Sunrise Financial Services, LLC45$1.98K<0.01%013F-HRTimeline
Clearstead Trust, LLC42$1.84K<0.01%new13F-HRTimeline
American Capital Advisory, LLC41$1.8K<0.01%+1913F-HRTimeline
MidFirst Bank40$1.75K<0.01%013F-HRTimeline
Transamerica Financial Advisors, LLCin group Transamerica Financial Adviso…39$1.71K<0.01%+3013F-HRTimelineGroup
Wealth Enhancement Trust Services, Inc.39$1.71K<0.01%+913F-HR/ATimeline
Larson Financial Group LLC35$1.54K<0.01%-2813F-HRTimeline
MV CAPITAL MANAGEMENT, INC.34$1.49K<0.01%+3113F-HR/ATimeline
Dunhill Financial, LLC33$1.45K<0.01%-613F-HRTimeline
Bogart Wealth, LLC29$1.27K<0.01%+113F-HRTimeline
Bay Harbor Wealth Management, LLC27$1.19K<0.01%013F-HRTimeline
Activest Wealth Management25$1.1K<0.01%+413F-HRTimeline
COUNTRY TRUST BANK24$1.05K<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC23$1.01K<0.01%+613F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp20$878<0.01%013F-HRTimelineGroup
Hughes Financial Services, LLC19$834<0.01%+1313F-HRTimeline
FIRST HORIZON CORP18$790<0.01%013F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC18$790<0.01%013F-HRTimeline
CENTRAL TRUST Co17$746<0.01%+413F-HRTimeline
True Wealth Design, LLC17$746<0.01%new13F-HRTimeline
DecisionPoint Financial, LLC13$573<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC11$483<0.01%013F-HRTimelineGroup
Seneschal Advisors, LLC8$352<0.01%013F-HRTimeline
MOTCO7$307<0.01%new13F-HRTimeline
ROSS\JOHNSON & Associates LLC7$307<0.01%013F-HRTimeline
GHP Investment Advisors, Inc.6$264<0.01%013F-HRTimeline
SBI Securities Co., Ltd.6$263<0.01%013F-HRTimeline
1015 Capital Partners, LLC6$263<0.01%013F-HRTimeline
HFM Investment Advisors, LLC5$220<0.01%013F-HRTimeline
CREATIVE FINANCIAL DESIGNS INC /ADV5$219<0.01%013F-HRTimeline
RAFFA WEALTH MANAGEMENT, LLC5$219<0.01%013F-HRTimeline
Medallion Wealth Advisors, LLC5$219<0.01%new13F-HRTimeline
MARYLAND CAPITAL ADVISORS INC.3$132<0.01%13F-HRTimeline
TFC Financial Management, Inc.2$88<0.01%013F-HRTimeline
Freestone Grove Partners LP2$88<0.01%-56,63013F-HRTimeline
Caitong International Asset Management …1$44<0.01%new13F-HRTimeline