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 |
|---|---|---|---|---|---|
|
Efg Asset Management (North America) Corp.
|
May 14, 2025 Q1 2025 |
19,216
shares
|
$995,388
0.17% of portfolio
|
Q1 2025
New holding
|
|
|
Quantbot Technologies LP
New York, NY |
May 13, 2025 Q1 2025 |
18,689
shares
|
$968,090
0.03% of portfolio
|
Q1 2025
Reduced 77.77%
|
|
|
Cwm, LLC
|
May 01, 2025 Q1 2025 |
18,628
shares
|
$964,930
0.0% of portfolio
|
Q1 2025
Added 114.31%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
May 14, 2025 Q1 2025 |
18,500
shares
|
$958,300
0.14% of portfolio
|
Q4 2023
Reduced 59.91%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
18,223
shares
|
$943,951
0.05% of portfolio
|
Q1 2025
Added 112.71%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Apr 30, 2025 Q1 2025 |
17,809
shares
|
$922,506
0.01% of portfolio
|
Q2 2024
Reduced 0.09%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
17,640
shares
|
$913,752
0.24% of portfolio
|
Q1 2025
Added 267.5%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
17,571
shares
|
$910,177
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
May 12, 2025 Q1 2025 |
17,349
shares
|
$898,678
0.11% of portfolio
|
Q1 2025
Added 310.24%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
16,550
shares
|
$857,290
0.05% of portfolio
|
Q4 2024
Added 4628.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
16,367
shares
|
$847,810
0.08% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Amg National Trust Bank
|
May 05, 2025 Q1 2025 |
16,266
shares
|
$842,578
0.02% of portfolio
|
Q1 2025
Reduced 38.64%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,092
shares
|
$833,565
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Qtron Investments LLC
Boston, MA |
May 13, 2025 Q1 2025 |
16,049
shares
|
$831,338
0.13% of portfolio
|
Q1 2025
Added 11.79%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
15,447
shares
|
$800,154
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Counterpoint Mutual Funds LLC
|
Feb 10, 2025 Q4 2024 |
14,877
shares
|
$770,628
0.09% of portfolio
|
Q4 2024
Reduced 19.29%
|
|
|
Maryland State Retirement & Pension System
|
May 09, 2025 Q1 2025 |
14,771
shares
|
$765,137
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,382
shares
|
$744,987
0.28% of portfolio
|
Q1 2024
Added 19.92%
|
|
|
Janney Montgomery Scott LLC
|
Apr 17, 2025 Q1 2025 |
14,322
shares
|
$741,879
0.0% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Agf Management LTD
Toronto Ontario Canada, A6 |
May 12, 2025 Q1 2025 |
14,277
shares
|
$739,548
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cibc World Markets Corp
New York, NY |
May 13, 2025 Q1 2025 |
14,258
shares
|
$738,564
0.01% of portfolio
|
Q1 2025
Reduced 0.58%
|
|
|
Creative Planning
Overland Park, KS |
May 15, 2025 Q1 2025 |
14,238
shares
|
$737,528
0.0% of portfolio
|
Q1 2025
Added 1.87%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
May 14, 2025 Q1 2025 |
14,231
shares
|
$737,165
0.0% of portfolio
|
Q1 2025
Added 82.96%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
14,185
shares
|
$734,783
0.01% of portfolio
|
Q1 2025
Added 84.01%
|
|
|
Cibc Asset Management Inc
Toronto, A6 |
May 13, 2025 Q1 2025 |
14,068
shares
|
$728,722
0.0% of portfolio
|
Q1 2025
Added 5.78%
|