Institutional Ownership Equitable Holdings, Inc. (EQH)
This table provides information about the institutional ownership of Equitable Holdings, Inc. (EQH). We have compiled data on the 618 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Redwood Investment Management, LLC
Scottsdale, AZ |
May 14, 2025 Q1 2025 |
25,239
shares
|
$1.31 Million
0.14% of portfolio
|
Q1 2025
Reduced 16.6%
|
|
|
Stifel Financial Corp
St. Louis, MO |
May 13, 2025 Q1 2025 |
25,115
shares
|
$1.3 Million
0.0% of portfolio
|
Q1 2025
Added 28.33%
|
|
|
Prelude Capital Management, LLC
New York, NY |
May 15, 2025 Q1 2025 |
24,636
shares
|
$1.28 Million
0.1% of portfolio
|
Q1 2025
Added 87.85%
|
|
|
Invst, LLC
Indianapolis, IN |
Feb 19, 2025 Q4 2024 |
24,165
shares
|
$1.25 Million
0.14% of portfolio
|
Q4 2024
Added 1.53%
|
|
|
Hennessy Advisors Inc
Novato, CA |
Apr 16, 2025 Q1 2025 |
24,000
shares
|
$1.24 Million
0.04% of portfolio
|
Q1 2025
Added 20.0%
|
|
|
Qube Research & Technologies LTD
London, X0 |
May 15, 2025 Q1 2025 |
23,737
shares
|
$1.23 Million
0.0% of portfolio
|
Q1 2025
Reduced 96.98%
|
|
|
Highland Capital Management, LLC
|
Apr 24, 2025 Q1 2025 |
23,722
shares
|
$1.23 Million
0.08% of portfolio
|
Q1 2025
New holding
|
|
|
Securian Asset Management, Inc
|
May 01, 2025 Q1 2025 |
23,536
shares
|
$1.22 Million
0.04% of portfolio
|
Q1 2025
Reduced 0.64%
|
|
|
Gabelli Funds LLC
Rye, NY |
May 14, 2025 Q1 2025 |
23,500
shares
|
$1.22 Million
0.01% of portfolio
|
Q3 2024
Reduced 2.08%
|
|
|
Avantax Advisory Services, Inc.
|
May 06, 2025 Q1 2025 |
23,160
shares
|
$1.2 Million
0.01% of portfolio
|
Q1 2025
Added 27.81%
|
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
22,957
shares
|
$1.19 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Allstate Corp
Northbrook, IL |
May 14, 2025 Q1 2025 |
22,745
shares
|
$1.18 Million
0.04% of portfolio
|
Q1 2025
Added 149.12%
|
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,160
shares
|
$1.15 Million
0.14% of portfolio
|
Q1 2023
Reduced 26.29%
|
|
|
Capital Insight Partners, LLC
|
Apr 30, 2025 Q1 2025 |
22,078
shares
|
$1.14 Million
0.2% of portfolio
|
Q1 2025
Added 5.05%
|
|
|
Mariner, LLC
Overland Park, KS |
May 15, 2025 Q1 2025 |
22,067
shares
|
$1.14 Million
0.0% of portfolio
|
Q1 2025
Added 13.62%
|
|
|
Convergence Investment Partners, LLC
|
May 06, 2025 Q1 2025 |
21,633
shares
|
$1.12 Million
0.32% of portfolio
|
Q1 2025
New holding
|
|
|
Metis Global Partners, LLC
|
May 07, 2025 Q1 2025 |
21,525
shares
|
$1.11 Million
0.03% of portfolio
|
Q1 2025
Added 1.52%
|
|
|
Avanza Fonder Ab
Stockholm, V7 |
Apr 15, 2025 Q1 2025 |
20,637
shares
|
$1.07 Million
0.04% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
20,443
shares
|
$1.06 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
|
Fora Capital, LLC
Miami, FL |
May 14, 2025 Q1 2025 |
20,322
shares
|
$1.05 Million
0.12% of portfolio
|
Q1 2025
New holding
|
|
|
Carolina Wealth Advisors, LLC
|
Apr 24, 2025 Q1 2025 |
20,203
shares
|
$1.05 Million
0.59% of portfolio
|
Q1 2025
Added 290.62%
|
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,990
shares
|
$1.04 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.83%
|
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
19,983
shares
|
$1.04 Million
0.0% of portfolio
|
Q1 2025
Added 30.34%
|
|
|
Gulf International Bank (Uk) LTD
|
May 13, 2025 Q1 2025 |
19,380
shares
|
$1 Million
0.03% of portfolio
|
Q1 2025
Reduced 30.89%
|
|
|
Crossmark Global Holdings, Inc.
|
Apr 29, 2025 Q1 2025 |
19,256
shares
|
$997,460
0.02% of portfolio
|
Q1 2025
Added 0.42%
|