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 636 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
---|---|---|---|---|---|
Carolina Wealth Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
26,653
shares
|
$1.46 Million
0.76% of portfolio
|
Q2 2025
Added 31.93%
|
|
Aigen Investment Management, LP
|
May 12, 2025 Q1 2025 |
26,468
shares
|
$1.45 Million
0.24% of portfolio
|
Q1 2025
Added 7.53%
|
|
Tredje Ap Fonden
|
Aug 05, 2025 Q2 2025 |
26,411
shares
|
$1.45 Million
0.01% of portfolio
|
Q4 2024
Reduced 50.0%
|
|
Jain Global LLC
New York, NY |
May 15, 2025 Q1 2025 |
26,367
shares
|
$1.45 Million
0.02% of portfolio
|
Q1 2025
Added 69.68%
|
|
Wilbanks Smith & Thomas Asset Management LLC
|
May 07, 2024 Q1 2024 |
26,197
shares
|
$1.44 Million
0.03% of portfolio
|
Q1 2024
Reduced 6.47%
|
|
Mariner, LLC
Overland Park, KS |
Aug 14, 2025 Q2 2025 |
25,001
shares
|
$1.37 Million
0.0% of portfolio
|
Q2 2025
Added 13.3%
|
|
Sciencast Management LP
|
Aug 14, 2025 Q2 2025 |
24,979
shares
|
$1.37 Million
0.31% of portfolio
|
Q2 2025
Reduced 42.45%
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
Aug 06, 2025 Q2 2025 |
23,677
shares
|
$1.3 Million
0.01% of portfolio
|
Q2 2025
Added 65.84%
|
|
Intech Investment Management LLC
West Palm Beach, FL |
Aug 08, 2025 Q2 2025 |
23,607
shares
|
$1.29 Million
0.01% of portfolio
|
Q2 2025
Reduced 25.02%
|
|
Integrated Quantitative Investments LLC
Bellevue, WA |
Aug 08, 2025 Q2 2025 |
23,288
shares
|
$1.28 Million
0.38% of portfolio
|
Q2 2025
Added 208.86%
|
|
Securian Asset Management, Inc
|
Jul 30, 2025 Q2 2025 |
23,143
shares
|
$1.27 Million
0.04% of portfolio
|
Q2 2025
Reduced 1.67%
|
|
Summit Tx Capital, L.P.
Fort Worth, TX |
May 15, 2025 Q1 2025 |
22,957
shares
|
$1.26 Million
0.05% of portfolio
|
Q1 2025
New holding
|
|
Convergence Investment Partners, LLC
|
Aug 01, 2025 Q2 2025 |
22,949
shares
|
$1.26 Million
0.34% of portfolio
|
Q2 2025
Added 6.08%
|
|
Kula Investments, LLC
Chicago, IL |
May 15, 2023 Q1 2023 |
22,160
shares
|
$1.22 Million
0.14% of portfolio
|
Q1 2023
Reduced 26.29%
|
|
Capital Insight Partners, LLC
|
Jul 17, 2025 Q2 2025 |
22,078
shares
|
$1.21 Million
0.22% of portfolio
|
Q1 2025
Added 5.05%
|
|
Assetmark, Inc
|
Aug 04, 2025 Q2 2025 |
21,932
shares
|
$1.2 Million
0.0% of portfolio
|
Q2 2025
Added 3555.33%
|
|
Pnc Financial Services Group, Inc.
Pittsburgh, PA |
Aug 08, 2025 Q2 2025 |
21,502
shares
|
$1.18 Million
0.0% of portfolio
|
Q2 2025
Added 7.6%
|
|
Prelude Capital Management, LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
21,230
shares
|
$1.16 Million
0.13% of portfolio
|
Q2 2025
Reduced 13.83%
|
|
Savant Capital, LLC
|
Aug 06, 2025 Q2 2025 |
21,112
shares
|
$1.16 Million
0.01% of portfolio
|
Q2 2025
Added 50.24%
|
|
Raiffeisen Bank International Ag
Vienna, C4 |
Aug 11, 2025 Q2 2025 |
20,982
shares
|
$1.15 Million
0.02% of portfolio
|
Q2 2025
New holding
|
|
Avanza Fonder Ab
Stockholm, V7 |
Jul 14, 2025 Q2 2025 |
20,637
shares
|
$1.13 Million
0.03% of portfolio
|
Q1 2025
Reduced 4.81%
|
|
Jefferies Financial Group Inc.
New York, NY |
Aug 12, 2025 Q2 2025 |
20,537
shares
|
$1.13 Million
0.01% of portfolio
|
Q2 2025
Reduced 70.85%
|
|
United Services Automobile Association
San Antonio, TX |
May 15, 2025 Q1 2025 |
20,443
shares
|
$1.12 Million
0.03% of portfolio
|
Q1 2025
Reduced 1.12%
|
|
Mario Gabelli
Gamco Investors, Inc. Et Al | Rye, Ny
|
Aug 13, 2025 Q2 2025 |
20,197
shares
|
$1.11 Million
0.01% of portfolio
|
Q2 2025
New holding
|
|
Fin Trust Capital Advisors, LLC
|
Oct 11, 2024 Q3 2024 |
19,990
shares
|
$1.1 Million
0.15% of portfolio
|
Q3 2024
Reduced 0.83%
|