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Disclosery

EQH EQUITABLE HLDGS INC

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Stock (common), issuer CIK 1333986

519 managers (534 13F filers) reported a position in EQH shares at 2024-12-31, 301,667,817 shares in all. 55 filers opened a position and 45 filers sold out during the quarter.

Managers
519
13F filers
534
New
55
Added
188
Reduced
199
Sold out
45
Shares held by filers
301,667,817

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, Q4 2024

Filers in the available 13F reports with a share position at 2024-12-31, 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
HB Wealth Management, LLC4,493$212K<0.01%new13F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,404$208K<0.01%new13F-HR/ATimelineGroup
TRUST POINT INC.4,390$207K0.01%new13F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,378$207K+378Timeline
D'Orazio & Associates, Inc.4,301$203K0.03%new13F-HRTimeline
Wedmont Private Capital4,186$201K0.01%new13F-HRTimeline
ATLAS CAPITAL ADVISORS INC.4,229$199K0.03%-9413F-HRTimeline
V-Square Quantitative Management LLC4,034$190K0.03%+2913F-HRTimeline
Headlands Technologies LLC3,725$176K0.02%-12,05813F-HRTimeline
OSTRUM ASSET MANAGEMENT3,713$175K0.02%-15513F-HRTimeline
Cornerstone Planning Group LLC3,293$175K0.04%013F-HRTimeline
Steward Partners Investment Advisory, L…3,206$151K<0.01%+2,33313F-HRTimeline
OSAIC HOLDINGS, INC.in group OSAIC HOLDINGS, INC.4,434$147K<0.01%+1,27013F-HR/ATimelineGroup
Brooklyn Investment Group2,835$134K0.04%-11813F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP2,768$131K<0.01%+26613F-HRTimelineGroup
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…2,756$130K0.01%+13413F-HRTimelineGroup
Quent Capital, LLC2,738$129K0.01%+6213F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,692$127K<0.01%-14213F-HRTimelineGroup
Virtus Investment Advisers, LLCin group Virtus Investment Advisers, L…2,600$123K0.1%new13F-HRTimelineGroup
Advisors Asset Management, Inc.2,578$122K<0.01%-6413F-HR/ATimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,450$116K<0.01%-31013F-HRTimelineGroup
Blue Trust, Inc.2,459$116K<0.01%-5,48913F-HR/ATimeline
Gen-Wealth Partners Inc2,100$99.1K0.04%013F-HRTimeline
Oslo Pensjonsforsikring AS2,056$97K0.01%013F-HRTimeline
UMB Bank, n.a.1,954$92.2K<0.01%+40413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Groupe la Francaisein group Groupe la Francaise1,879$88.7K<0.01%13F-HRTimelineGroup
CITADEL ADVISORS LLCin group CITADEL ADVISORS LLC1,788$84.3K<0.01%-1,001,72413F-HRTimelineGroup
Smartleaf Asset Management LLC1,707$80.2K0.01%+40913F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,689$79.7K<0.01%+1,26513F-HRTimeline
Zions Bancorporation, N.A.1,649$77.8K<0.01%013F-HRTimeline
QUADRANT CAPITAL GROUP LLC1,593$75.1K0.01%-7213F-HRTimeline
Rise Advisors, LLC1,560$73.6K0.04%-16513F-HRTimeline
Arax Advisory Partners1,477$69.7K<0.01%+1913F-HRTimeline
McIlrath & Eck, LLC1,386$65.4K0.01%+84113F-HRTimeline
Global Retirement Partners, LLC1,324$62.5K<0.01%-15513F-HRTimeline
Caitong International Asset Management …1,285$60.6K0.06%13F-HR/ATimeline
Quarry LP1,281$60.4K0.01%-6,90113F-HRTimeline
LRI Investments, LLC1,209$57K0.01%013F-HRTimeline
Farther Finance Advisors, LLC1,207$56.9K<0.01%-14013F-HRTimeline
Mizuho Bank, Ltd.in group MIZUHO FINANCIAL GROUP INC1,130$53.3K0.01%+43013F-HRTimelineGroup
Lindbrook Capital, LLC982$46.3K<0.01%-2213F-HRTimeline
Bayforest Capital Ltd927$43.7K0.05%13F-HRTimeline
IFP Advisors, Inc843$39.8K<0.01%+12413F-HRTimeline
ASSETMARK, INCin group ASSETMARK, INC799$37.7K<0.01%+19913F-HRTimelineGroup
BESSEMER GROUP INCin group BESSEMER GROUP INC678$32K<0.01%+35713F-HRTimelineGroup
Parallel Advisors, LLC628$29.6K<0.01%+113F-HRTimeline
Continuum Advisory, LLC566$26.7K<0.01%-3913F-HRTimeline
Versant Capital Management, Inc532$25.1K0.01%+35213F-HRTimeline
MAI Capital Management525$24.7K<0.01%new13F-HRTimeline
HARBOUR INVESTMENTS, INC.517$24.4K<0.01%-413F-HRTimeline
LGT Financial Advisors LLC514$24.2K0.05%new13F-HRTimeline
WPG Advisers, LLC510$24.1K0.02%13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC482$22.7K<0.01%+7113F-HRTimeline
Geneos Wealth Management Inc.458$21.6K<0.01%-3613F-HRTimeline
Covestor Ltd439$21K0.01%-20713F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO440$20.8K<0.01%-14413F-HRTimelineGroup
WHITTIER TRUST CO439$20.7K<0.01%013F-HRTimeline
PRIVATE TRUST CO NA435$20.5K<0.01%013F-HRTimeline
Whipplewood Advisors, LLC372$17.5K0.01%13F-HRTimeline
MATHER GROUP, LLC.309$14.6K<0.01%+6013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK264$12.5K<0.01%-4113F-HRTimelineGroup
JFS WEALTH ADVISORS, LLC260$12.3K<0.01%+413F-HRTimeline
EXCHANGE TRADED CONCEPTS, LLC253$11.9K<0.01%new13F-HRTimeline
HARBOR INVESTMENT ADVISORY, LLC235$11.1K<0.01%013F-HRTimeline
Aster Capital Management (DIFC) Ltd210$9.91K<0.01%-1,82413F-HRTimeline
Venturi Wealth Management, LLC185$8.73K<0.01%013F-HRTimeline
WealthCollab, LLC178$8.4K0.01%-4513F-HRTimeline
Hemington Wealth Management176$8K<0.01%+6213F-HRTimeline
Fortitude Family Office, LLC154$7.26K<0.01%013F-HRTimeline
High Note Wealth, LLC150$7.08K<0.01%new13F-HRTimeline
Bruce G. Allen Investments, LLC146$6.89K0.01%-813F-HRTimeline
Atala Financial Inc145$6.84K<0.01%13F-HRTimeline
IAG Wealth Partners, LLC144$6.79K<0.01%013F-HRTimeline
TRUST CO OF VERMONT136$6.42K<0.01%013F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…100$4.72K<0.01%013F-HRTimelineGroup
SouthState Bank Corpin group SouthState Bank Corp93$4.39K<0.01%013F-HRTimelineGroup
Jackson, Grant Investment Advisers, Inc.90$4.25K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc88$4.15K<0.01%-8113F-HRTimeline
SJS Investment Consulting Inc.85$4.01K<0.01%-1313F-HRTimeline
Cape Investment Advisory, Inc.80$3.77K<0.01%-62413F-HRTimeline
Parkside Financial Bank & Trust74$3.49K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC73$3.44K<0.01%013F-HRTimeline
Sachetta, LLC70$3.3K<0.01%013F-HRTimeline
Westend Capital Management, LLC64$3.02K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.64$3.02K<0.01%-213F-HRTimeline
Coston, McIsaac & Partners70$3K<0.01%013F-HRTimeline
Capital Advisors, Ltd. LLC65$3K<0.01%013F-HRTimeline
Allworth Financial LP55$2.92K<0.01%013F-HRTimeline
Valued Wealth Advisors LLC56$2.64K<0.01%+1313F-HRTimeline
BOKF, NAin group BOKF, NA55$2.64K<0.01%-1013F-HRTimelineGroup
Decker Retirement Planning Inc.54$2.55K<0.01%13F-HRTimeline
Global Financial Private Client, LLC50$2.36K<0.01%+1713F-HRTimeline
FLP Wealth Management, LLC48$2.26K0.01%13F-HRTimeline
NewSquare Capital LLC46$2.17K<0.01%new13F-HRTimeline
First Horizon Advisors, Inc.46$2.17K<0.01%013F-HRTimeline
Annis Gardner Whiting Capital Advisors,…43$2.03K<0.01%013F-HRTimeline
AdvisorNet Financial, Inc42$1.98K<0.01%-1,53113F-HRTimeline
Cassady Schiller Wealth Management, LLC38$1.79K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC37$1.75K<0.01%013F-HRTimeline
Hexagon Capital Partners LLC29$1.37K<0.01%-113F-HRTimeline
SBI Securities Co., Ltd.23$1.08K<0.01%13F-HRTimeline
Avion Wealth30$1K<0.01%+1113F-HRTimeline
Riverview Trust Co21$991<0.01%013F-HRTimeline
Glen Eagle Advisors, LLC20$927<0.01%013F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.18$849<0.01%-9813F-HRTimelineGroup
Vermillion & White Wealth Management Gr…18$849<0.01%013F-HRTimeline
WealthTrak Capital Management LLC15$708<0.01%13F-HRTimeline
True Wealth Design, LLC14$661<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.12$565<0.01%013F-HRTimeline
LANARK FINANCIAL, INC.11$5560.05%-11,77913F-HRTimeline
Parkworth Wealth Management, Inc.10$472<0.01%13F-HRTimeline
Larson Financial Group LLC7$330<0.01%-4113F-HRTimeline
CoreCap Advisors, LLC6$283<0.01%013F-HRTimeline
Principia Wealth Advisory, LLC6$283<0.01%13F-HRTimeline
HHM Wealth Advisors, LLC5$236<0.01%new13F-HRTimeline
Raleigh Capital Management Inc.5$236<0.01%013F-HRTimeline
Private Wealth Management Group, LLC3$142<0.01%013F-HRTimeline
TFC Financial Management, Inc.2$95<0.01%013F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$00%013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.