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Disclosery

EQH EQUITABLE HLDGS INC

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Stock (common), issuer CIK 1333986

567 managers (583 13F filers) reported a position in EQH shares at 2025-06-30, 295,510,253 shares in all. 82 filers opened a position and 71 filers sold out during the quarter.

Managers
567
13F filers
583
New
82
Added
221
Reduced
213
Sold out
71
Shares held by filers
295,510,253

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 2025

Filers in the available 13F reports with a share position at 2025-06-30, 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
Avidian Wealth Enterprises, LLC5,335$299K0.01%-15113F-HRTimeline
Rafferty Asset Management, LLC5,309$298K<0.01%-313F-HRTimeline
ABN AMRO INVESTMENT SOLUTIONSin group ABN AMRO INVESTMENT SOLUTIONS5,304$298K0.01%+57913F-HRTimelineGroup
UniSuper Management Pty Ltd5,300$297K<0.01%-80013F-HRTimeline
JONES FINANCIAL COMPANIES LLLPin group JONES FINANCIAL COMPANIES LLLP5,214$292K<0.01%+2,28713F-HRTimelineGroup
BLAIR WILLIAM & CO/IL5,192$291K<0.01%013F-HRTimeline
COMMERCE BANKin group COMMERCE BANK5,121$287K<0.01%+68113F-HRTimelineGroup
Vestcor Inc5,060$284K0.01%-12313F-HRTimeline
Forum Financial Management, LPin group Forum Financial Management, LP4,975$279K<0.01%+4613F-HRTimelineGroup
Mutual Advisors, LLC5,233$275K0.01%-1,13413F-HRTimeline
denkapparat Operations GmbH4,898$275K0.22%new13F-HRTimeline
PDS Planning, Inc4,829$271K0.02%+41113F-HRTimeline
HB Wealth Management, LLC4,788$269K<0.01%+18413F-HRTimeline
PANAGORA ASSET MANAGEMENT INC4,624$259K<0.01%-1,69213F-HRTimeline
Longboard Asset Management, LP4,608$259K0.64%013F-HRTimeline
SIGNATUREFD, LLC4,566$256K<0.01%-39413F-HRTimeline
Callan Family Office, LLC4,564$256K0.01%new13F-HRTimeline
UMB Bank, n.a.4,510$253K<0.01%+28113F-HR/ATimeline
Grantham, Mayo, Van Otterloo & Co. LLC4,505$253K<0.01%new13F-HRTimeline
V-Square Quantitative Management LLC4,455$250K0.03%-12713F-HRTimeline
Wedmont Private Capital4,655$248K0.01%+11613F-HRTimeline
Wealthfront Advisers LLC4,405$247K<0.01%-10413F-HRTimeline
Petrus Trust Company, LTA4,404$247K0.03%-5,18513F-HRTimeline
D'Orazio & Associates, Inc.4,310$242K0.03%+913F-HRTimeline
Siemens Fonds Invest GmbH4,309$242K0.01%+79613F-HRTimeline
BSW Wealth Partners4,259$239K0.03%+23813F-HRTimeline
Phillips Wealth Planners LLC4,357$239K0.22%-21713F-HRTimeline
Summit Trail Advisors, LLC4,249$238K<0.01%new13F-HRTimeline
WBI INVESTMENTS, LLCin group WBI INVESTMENTS, LLC4,244$238K0.06%new13F-HRTimelineGroup
Daiichi Life Insurance Co., Ltd.in group Daiichi Life Insurance Co., L…4,157$233K0.01%-7,08813F-HRTimelineGroup
Independent Advisor Alliance4,143$232K0.01%+7913F-HRTimeline
Colonial Trust Advisorsgroup of 2 filers holding4,135$232K0Timeline
IFP Advisors, Inc1,530$224K0.01%+55813F-HRTimeline
Sequoia Financial Advisors, LLC3,898$219K<0.01%new13F-HRTimeline
USA FINANCIAL FORMULAS3,697$207K0.04%-1,44413F-HRTimeline
UNITED CAPITAL FINANCIAL ADVISORS, LLCin group UNITED CAPITAL FINANCIAL ADVI…3,608$202K<0.01%-25113F-HRTimelineGroup
OSTRUM ASSET MANAGEMENT3,516$197K0.01%-10113F-HRTimeline
FIL Ltdin group FIL Ltd2,970$167K<0.01%new13F-HRTimelineGroup
Groupe la Francaisein group Groupe la Francaise2,949$165K<0.01%+22313F-HRTimelineGroup
Steward Partners Investment Advisory, L…2,816$158K<0.01%-9113F-HRTimeline
VAN ECK ASSOCIATES CORPin group VAN ECK ASSOCIATES CORP2,596$146K<0.01%-30213F-HRTimelineGroup
Farther Finance Advisors, LLC2,532$142K<0.01%+1,37213F-HRTimeline
Cornerstone Planning Group LLC2,786$142K0.03%-1,04213F-HRTimeline
HANTZ FINANCIAL SERVICES, INC.2,515$141K<0.01%+2,29413F-HRTimelineThe filing omitted confidential holdings, a later amendment may add them.
Parkside Financial Bank & Trust2,503$140K0.02%+113F-HRTimeline
SIT INVESTMENT ASSOCIATES INCin group SIT INVESTMENT ASSOCIATES INC2,450$137K<0.01%013F-HRTimelineGroup
Wilmington Savings Fund Society, FSB2,359$132K<0.01%-7,17813F-HRTimeline
Blue Trust, Inc.2,085$117K<0.01%-2913F-HRTimeline
MassMutual Private Wealth & Trust, FSB1,871$105K<0.01%-713F-HRTimeline
Oslo Pensjonsforsikring AS1,806$101K0.02%013F-HRTimeline
EverSource Wealth Advisors, LLCin group EverSource Wealth Advisors, L…1,784$100K<0.01%-1,12013F-HRTimelineGroup
ZIONS BANCORPORATION, NATIONAL ASSOCIAT…1,649$92.5K<0.01%013F-HRTimeline
McIlrath & Eck, LLC1,343$75.3K0.01%-4313F-HRTimeline
BankPlus Trust Departmentin group BankPlus Trust Department1,335$74.9K0.02%new13F-HRTimelineGroup
Cullen/Frost Bankers, Inc.in group Cullen/Frost Bankers, Inc.1,300$72.9K<0.01%new13F-HRTimelineGroup
Global Retirement Partners, LLC1,289$72.3K<0.01%13F-HRTimeline
Rise Advisors, LLC1,286$72.1K0.03%-1413F-HRTimeline
LRI Investments, LLC1,209$67.8K0.01%013F-HRTimeline
Smartleaf Asset Management LLC1,072$60K0.01%-80713F-HRTimeline
Glenmede Investment Management, LP980$55K<0.01%13F-HRTimeline
MAI Capital Management938$52.6K<0.01%+36613F-HRTimeline
Geneos Wealth Management Inc.830$46.6K<0.01%-5213F-HRTimeline
Optiver Holding B.V.in group Optiver Holding B.V.789$44.3K<0.01%+10913F-HRTimelineGroup
Versant Capital Management, Inc778$43.6K0.01%+11913F-HRTimeline
Orion Capital Management LLC630$35.3K0.01%013F-HRTimeline
Parallel Advisors, LLC594$33.3K<0.01%-2013F-HRTimeline
HARBOUR INVESTMENTS, INC.583$32.7K<0.01%+3913F-HRTimeline
True Wealth Design, LLC561$31.5K0.01%+48013F-HRTimeline
TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU…550$30.9K0.01%new13F-HRTimeline
WHITTIER TRUST CO OF NEVADA INC549$30.8K<0.01%+613F-HRTimeline
BROWN BROTHERS HARRIMAN & COin group BROWN BROTHERS HARRIMAN & CO529$29.7K<0.01%+8913F-HRTimelineGroup
Covestor Ltd516$29K0.02%+2613F-HRTimeline
MV CAPITAL MANAGEMENT, INC.496$27.8K<0.01%013F-HRTimeline
Headlands Technologies LLC485$27.2K<0.01%-3,81813F-HRTimeline
CONTRAVISORY INVESTMENT MANAGEMENT, INC.470$26.4K0.01%013F-HRTimeline
WPG Advisers, LLC469$26.3K0.02%-5013F-HRTimeline
Sterling Capital Management LLC463$26K<0.01%-58513F-HR/ATimeline
PRIVATE TRUST CO NA431$24.2K<0.01%-413F-HRTimeline
First Horizon Advisors, Inc.429$24.1K<0.01%+38313F-HRTimeline
Arax Advisory Partners300$22.4K<0.01%-49013F-HRTimeline
State of Wyoming387$21.7K<0.01%new13F-HRTimeline
Whipplewood Advisors, LLC359$20.1K0.01%+2113F-HRTimeline
Essential Partners LLC355$19.9K0.01%13F-HRTimeline
Hemington Wealth Management341$19K<0.01%+3213F-HRTimeline
SouthState Bank Corpin group SouthState Bank Corp316$17.7K<0.01%-15313F-HRTimelineGroup
NewSquare Capital LLC309$17.3K<0.01%+1313F-HRTimeline
Washington Trust Advisors, Inc.283$15.9K<0.01%+19613F-HRTimeline
Keystone Global Partners, LLC281$15.8K0.01%new13F-HRTimeline
TWIN PEAKS WEALTH ADVISORS, LLC271$14.9K<0.01%new13F-HRTimeline
JFS WEALTH ADVISORS, LLC260$14.6K<0.01%013F-HRTimeline
Vermillion & White Wealth Management Gr…254$14.2K0.01%+23613F-HRTimeline
FARMERS & MERCHANTS INVESTMENTS INCin group FARMERS & MERCHANTS INVESTMEN…243$13.6K<0.01%+4013F-HRTimelineGroup
HARBOR INVESTMENT ADVISORY, LLC235$13.2K<0.01%013F-HRTimeline
WHITTIER TRUST CO230$12.9K<0.01%-20913F-HRTimeline
Clearstead Trust, LLC217$12.2K<0.01%013F-HRTimeline
Bruce G. Allen Investments, LLC216$12.1K0.01%+7413F-HRTimeline
Bayforest Capital Ltd207$11.6K0.01%-6,22413F-HRTimeline
Fortitude Family Office, LLC199$11.2K<0.01%+4513F-HRTimeline
WealthCollab, LLC178$9.99K0.01%013F-HRTimeline
HUNTINGTON NATIONAL BANKin group HUNTINGTON NATIONAL BANK161$9.03K<0.01%013F-HRTimelineGroup
High Note Wealth, LLC150$8.41K<0.01%013F-HRTimeline
GFG Capital, LLC134$7.52K<0.01%new13F-HRTimeline
CIBC Private Wealth Group LLCin group CIBC Bancorp USA Inc.132$7.41K<0.01%+6113F-HRTimelineGroup
TRUST CO OF VERMONT127$7.12K<0.01%013F-HRTimeline
Cape Investment Advisory, Inc.122$6.84K<0.01%+4213F-HRTimeline
Ancora Advisors LLCin group Ancora Advisors LLC117$6.56K<0.01%new13F-HRTimelineGroup
NewEdge Advisors, LLC117$6.56K<0.01%new13F-HRTimeline
Dogwood Wealth Management LLC117$6.41K<0.01%new13F-HRTimeline
IMG Wealth Management, Inc.99$5.55K<0.01%new13F-HRTimeline
IAG Wealth Partners, LLC94$5.25K<0.01%013F-HRTimeline
Jackson, Grant Investment Advisers, Inc.90$5.05K<0.01%013F-HRTimeline
Bell Investment Advisors, Inc88$4.94K<0.01%013F-HRTimeline
TD PRIVATE CLIENT WEALTH LLC87$4.88K<0.01%new13F-HRTimeline
WEBSTER BANK, N. A.78$4.38K<0.01%new13F-HRTimeline
ELEVATION POINT WEALTH PARTNERS, LLC74$4.15K<0.01%new13F-HR/ATimeline
Capital Advisors, Ltd. LLC65$4K<0.01%013F-HRTimeline
Sachetta, LLC70$3.93K<0.01%013F-HRTimeline
MOTCO73$3.75K<0.01%new13F-HRTimeline
Westend Capital Management, LLC64$3.59K<0.01%013F-HRTimeline
Allworth Financial LP62$3.48K<0.01%013F-HRTimeline
DiNuzzo Private Wealth, Inc.62$3.48K<0.01%-113F-HRTimeline
Larson Financial Group LLC62$3.48K<0.01%-3813F-HRTimeline
Valued Wealth Advisors LLC57$3.17K<0.01%+113F-HRTimeline
Spire Wealth Managementin group Spire Wealth Management54$3.03K<0.01%013F-HRTimelineGroup
Coston, McIsaac & Partners70$3K<0.01%013F-HRTimeline
Physician Wealth Advisors, Inc.52$2.92K<0.01%new13F-HRTimeline
SJS Investment Consulting Inc.50$2.81K<0.01%-3513F-HRTimeline
Cromwell Holdings LLC44$2.47K<0.01%+2813F-HRTimeline
Hughes Financial Services, LLC46$2.35K<0.01%+2313F-HRTimeline
AdvisorNet Financial, Inc40$2.24K<0.01%-213F-HRTimeline
KAYNE ANDERSON RUDNICK INVESTMENT MANAG…39$2.19K<0.01%new13F-HRTimeline
Beaird Harris Wealth Management, LLC37$2.08K<0.01%013F-HRTimeline
Avion Wealth46$2K<0.01%+1613F-HR/ATimeline
Scarborough Advisors, LLC34$1.91K<0.01%new13F-HRTimeline
Bare Financial Services, Inc30$1.68K<0.01%+1313F-HRTimeline
Activest Wealth Management28$1.57K<0.01%new13F-HRTimeline
Rialto Wealth Management, LLC24$1.35K<0.01%-1413F-HRTimeline
Principia Wealth Advisory, LLC24$1.35K<0.01%+1613F-HRTimeline
Financial Network Wealth Advisors LLC23$1.29K<0.01%new13F-HRTimeline
Bay Harbor Wealth Management, LLC22$1.23K<0.01%+1013F-HRTimeline
HFM Investment Advisors, LLC22$1.23K<0.01%+1113F-HRTimeline
Nova Wealth Management, Inc.21$1.18K<0.01%new13F-HRTimeline
Park Place Capital Corp21$1.17K<0.01%new13F-HRTimeline
Glen Eagle Advisors, LLC20$1.1K<0.01%013F-HRTimeline
Stephens Consulting, LLC19$1.07K<0.01%new13F-HRTimeline
Tortoise Investment Management, LLC18$1.01K<0.01%new13F-HRTimeline
Trifecta Capital Advisors, LLC18$1.01K<0.01%new13F-HRTimeline
HIGHLINE WEALTH PARTNERS LLC18$1.01K<0.01%013F-HRTimeline
American Capital Advisory, LLC17$954<0.01%new13F-HRTimeline
SBI Securities Co., Ltd.16$898<0.01%-113F-HRTimeline
Rakuten Securities, Inc.in group Rakuten Group, Inc.16$898<0.01%-5113F-HR/ATimelineGroup
Parkworth Wealth Management, Inc.16$898<0.01%+613F-HRTimeline
Garde Capital, Inc.15$842<0.01%013F-HRTimeline
Arlington Trust Co LLCin group Arlington Trust Co LLC15$842<0.01%new13F-HRTimelineGroup
WealthTrak Capital Management LLC15$842<0.01%-513F-HRTimeline
Advisors Asset Management, Inc.14$785<0.01%-89813F-HR/ATimeline
DecisionPoint Financial, LLC13$727<0.01%new13F-HRTimeline
Riggs Asset Managment Co. Inc.12$674<0.01%013F-HRTimeline
Financial Management Professionals, Inc.8$449<0.01%new13F-HRTimeline
Ascentis Wealth Management, LLCin group Ascentis Wealth Management, L…8$447<0.01%new13F-HRTimelineGroup
TOTAL INVESTMENT MANAGEMENT INC7$393<0.01%new13F-HRTimeline
Private Wealth Asset Management, LLC7$393<0.01%-2313F-HRTimeline
ROSS\JOHNSON & Associates LLC7$3930.01%013F-HRTimeline
Private Wealth Management Group, LLC3$169<0.01%013F-HRTimeline
TFC Financial Management, Inc.2$113<0.01%013F-HRTimeline
Quaker Wealth Management, LLC1$57<0.01%new13F-HRTimeline
CONCOURSE FINANCIAL GROUP SECURITIES, I…0$0013F-HRTimelineValue filed as zero, left out of ratios. Amount filed as zero, left out of ratios.