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 |
|---|---|---|---|---|---|
|
Brinker Capital Investments, LLC
|
Aug 14, 2025 Q2 2025 |
19,777
shares
|
$1.08 Million
0.0% of portfolio
|
Q2 2025
Added 22.9%
|
|
|
Crossmark Global Holdings, Inc.
|
Aug 08, 2025 Q2 2025 |
19,631
shares
|
$1.08 Million
0.02% of portfolio
|
Q2 2025
Added 1.95%
|
|
|
Rodgers Brothers Inc.
Harmony, PA |
Aug 14, 2025 Q2 2025 |
19,000
shares
|
$1.04 Million
0.15% of portfolio
|
Q2 2025
Added 2.7%
|
|
|
Harvest Fund Management Co., LTD
Beijing, F4 |
May 07, 2025 Q1 2025 |
18,223
shares
|
$999,349
0.05% of portfolio
|
Q1 2025
Added 112.71%
|
|
|
Catalyst Funds Management Pty LTD
Sydney Nsw, C3 |
May 13, 2025 Q1 2025 |
17,640
shares
|
$967,377
0.24% of portfolio
|
Q1 2025
Added 267.5%
|
|
|
Lecap Asset Management LTD
London, X0 |
Jul 21, 2025 Q2 2025 |
17,621
shares
|
$966,335
0.35% of portfolio
|
Q2 2025
Reduced 69.57%
|
|
|
Entropy Technologies, LP
New York, NY |
May 12, 2025 Q1 2025 |
17,571
shares
|
$963,593
0.09% of portfolio
|
Q1 2025
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Jul 22, 2025 Q2 2025 |
17,543
shares
|
$962,058
0.07% of portfolio
|
Q2 2025
Added 47.63%
|
|
|
Pinnacle Associates LTD
|
Aug 04, 2025 Q2 2025 |
17,315
shares
|
$949,554
0.01% of portfolio
|
Q2 2025
Added 53.91%
|
|
|
Greenleaf Trust
Kalamazoo, MI |
Jul 17, 2025 Q2 2025 |
16,955
shares
|
$929,812
0.01% of portfolio
|
Q2 2025
Reduced 4.8%
|
|
|
Hillsdale Investment Management Inc.
Toronto, A6 |
May 09, 2025 Q1 2025 |
16,550
shares
|
$907,602
0.05% of portfolio
|
Q4 2024
Added 4628.57%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
May 20, 2025 Q1 2025 |
16,367
shares
|
$897,566
0.08% of portfolio
|
Q1 2025
Reduced 4.36%
|
|
|
Orion Portfolio Solutions, LLC
|
May 15, 2025 Q1 2025 |
16,092
shares
|
$882,485
0.01% of portfolio
|
Q1 2025
Reduced 1.75%
|
|
|
Pathstone Holdings, LLC
Englewood, NJ |
Aug 12, 2025 Q2 2025 |
15,877
shares
|
$870,694
0.0% of portfolio
|
Q2 2025
Added 13.14%
|
|
|
Gulf International Bank (Uk) LTD
|
Jul 30, 2025 Q2 2025 |
15,571
shares
|
$853,913
0.03% of portfolio
|
Q2 2025
Reduced 19.65%
|
|
|
Pacer Advisors, Inc.
Malvern, PA |
Aug 12, 2025 Q2 2025 |
15,495
shares
|
$849,745
0.0% of portfolio
|
Q2 2025
Reduced 49.96%
|
|
|
Efg Asset Management (Americas) Corp.
|
May 08, 2025 Q1 2025 |
15,447
shares
|
$847,113
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Cwm, LLC
|
Jul 25, 2025 Q2 2025 |
14,887
shares
|
$816,403
0.0% of portfolio
|
Q2 2025
Reduced 20.08%
|
|
|
Maryland State Retirement & Pension System
|
Jul 23, 2025 Q2 2025 |
14,771
shares
|
$810,041
0.02% of portfolio
|
Q1 2025
Reduced 12.46%
|
|
|
Vinva Investment Management LTD
Sydney, C3 |
Aug 12, 2025 Q2 2025 |
14,603
shares
|
$800,828
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Janney Montgomery Scott LLC
|
Jul 17, 2025 Q2 2025 |
14,453
shares
|
$792,602
0.0% of portfolio
|
Q2 2025
Added 0.91%
|
|
|
Van Leeuwen & Company, LLC
Princeton, NJ |
May 10, 2024 Q1 2024 |
14,382
shares
|
$788,708
0.28% of portfolio
|
Q1 2024
Added 19.92%
|
|
|
Creative Planning
Overland Park, KS |
Aug 08, 2025 Q2 2025 |
14,281
shares
|
$783,170
0.0% of portfolio
|
Q2 2025
Added 0.3%
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Aug 12, 2025 Q2 2025 |
14,241
shares
|
$780,976
0.1% of portfolio
|
Q2 2025
Reduced 17.91%
|
|
|
Lee Ainslie
Maverick Capital LTD | Dallas, Tx
|
May 15, 2025 Q1 2025 |
14,185
shares
|
$777,905
0.01% of portfolio
|
Q1 2025
Added 84.01%
|