# EQUITABLE HLDGS INC (EQH)

> Institutional ownership reported to the SEC as of Q3 2026, from Form 13F filings. Source: https://holderbook.com/stocks/EQH/

- Reporting holders: 12
- Reported value: $8.7M
- Held through calls: 0.0%
- Held through puts: 0.0%

A 13F reports long US equity positions only. Shorts, bonds, foreign listings and cash are not visible here, and positions are disclosed up to 45 days after the quarter ends.

## Largest holders

| Manager | Value | Shares | Share of their book | Quarters held |
|---|---|---|---|---|
| [Sound Income Strategies, LLC](https://holderbook.com/funds/1730960-sound-income-strategies-llc/) | $5.1M | 95,885 | 0.2% | 1 |
| [Eleva Capital SAS](https://holderbook.com/funds/2054496-eleva-capital-sas/) | $1.1M | 16,097 | 1.0% | 1 |
| [GAMMA Investing LLC](https://holderbook.com/funds/2010235-gamma-investing-llc/) | $744.5K | 14,522 | 0.0% | 12 |
| [Vann Equity Management LLC](https://holderbook.com/funds/2018412-vann-equity-management-llc/) | $668.9K | 13,046 | 0.4% | 3 |
| [Farther Finance Advisors, LLC](https://holderbook.com/funds/1992825-farther-finance-advisors-llc/) | $488.2K | 9,522 | 0.0% | 16 |
| [Wedmont Private Capital](https://holderbook.com/funds/1904274-wedmont-private-capital/) | $317.7K | 5,941 | 0.0% | 2 |
| [MassMutual Private Wealth & Trust, FSB](https://holderbook.com/funds/1103653-massmutual-private-wealth-trust-fsb/) | $83.4K | 1,627 | 0.0% | 17 |
| [Versant Capital Management, Inc](https://holderbook.com/funds/1735057-versant-capital-management-inc/) | $55.3K | 1,079 | 0.0% | 14 |
| [CoreCap Advisors, LLC](https://holderbook.com/funds/1902501-corecap-advisors-llc/) | $20.6K | 401 | 0.0% | 4 |
| [Planning Strategies Inc.](https://holderbook.com/funds/2139665-planning-strategies-inc/) | $13.1K | 255 | 0.0% | 2 |
| [ELEVATION WEALTH PARTNERS, LLC](https://holderbook.com/funds/1976256-elevation-wealth-partners-llc/) | $5.0K | 98 | 0.0% | 2 |
| [Wealth Enhancement Trust Services, Inc.](https://holderbook.com/funds/2067696-wealth-enhancement-trust-services-inc/) | $1.5K | 30 | 0.0% | 4 |
| [CX Institutional](https://holderbook.com/funds/1737089-cx-institutional/) | $70 | 1,368 | 0.0% | 3 |

## Quarter by quarter

| Quarter | Holders | Reported value |
|---|---|---|
| Q3 2026 | 12 | $8.7M |
| Q2 2026 | 484 | $12.3B |
| Q1 2026 | 544 | $9.9B |
| Q4 2025 | 553 | $13.5B |
| Q3 2025 | 566 | $14.0B |
| Q2 2025 | 585 | $16.7B |
| Q1 2025 | 574 | $15.3B |
| Q4 2024 | 534 | $14.2B |
| Q3 2024 | 502 | $12.6B |
| Q2 2024 | 489 | $12.5B |
| Q1 2024 | 449 | $12.2B |
| Q4 2023 | 425 | $11.1B |