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 528 institutions that hold shares in the stock, with a total of 274 Million shares, which have been reported (via 13F filing form) to have a value of $13 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,964
shares
|
$330,372
0.02% of portfolio
|
Q3 2024
Reduced 20.48%
|
|
|
Allspring Global Investments Holdings, LLC
|
Oct 18, 2024 Q3 2024 |
6,852
shares
|
$325,058
0.0% of portfolio
|
Q3 2024
Added 5.09%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Oct 22, 2024 Q3 2024 |
6,812
shares
|
$323,161
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Oct 15, 2024 Q3 2024 |
6,685
shares
|
$317,136
0.03% of portfolio
|
Q2 2024
Reduced 13.17%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,677
shares
|
$316,756
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,543
shares
|
$310,399
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Nov 04, 2024 Q3 2024 |
6,448
shares
|
$305,893
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,382
shares
|
$302,762
0.02% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Oct 08, 2024 Q3 2024 |
6,368
shares
|
$302,097
0.02% of portfolio
|
Q3 2024
Reduced 2.97%
|
|
|
Pacific Global Investment Management CO
|
Nov 13, 2024 Q3 2024 |
6,250
shares
|
$296,500
0.05% of portfolio
|
Q3 2024
Reduced 5.57%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Nov 12, 2024 Q3 2024 |
6,144
shares
|
$291,471
0.0% of portfolio
|
Q3 2024
Reduced 11.51%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Oct 25, 2024 Q3 2024 |
6,066
shares
|
$287,771
0.01% of portfolio
|
Q3 2024
Reduced 0.33%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,061
shares
|
$287,533
0.12% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Avidian Wealth Solutions, LLC
|
Oct 30, 2024 Q3 2024 |
6,059
shares
|
$287,438
0.01% of portfolio
|
Q3 2024
Added 2.19%
|
|
|
Cwm, LLC
|
Oct 08, 2024 Q3 2024 |
5,998
shares
|
$284,545
0.0% of portfolio
|
Q3 2024
Added 43.66%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,964
shares
|
$282,932
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
5,941
shares
|
$281,841
0.06% of portfolio
|
Q3 2024
New holding
|
|
|
Gsa Capital Partners LLP
London, X0 |
Nov 05, 2024 Q3 2024 |
5,772
shares
|
$273,823
0.02% of portfolio
|
Q3 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,594
shares
|
$265,379
0.0% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,575
shares
|
$264,478
0.0% of portfolio
|
Q3 2024
Reduced 95.81%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
5,182
shares
|
$245,834
0.01% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,171
shares
|
$245,312
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Fifth Third Bancorp
|
Oct 17, 2024 Q3 2024 |
4,838
shares
|
$229,514
0.0% of portfolio
|
Q3 2024
Added 4.83%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Oct 28, 2024 Q3 2024 |
4,660
shares
|
$221,070
0.2% of portfolio
|
Q3 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$208,736
0.0% of portfolio
|
Q3 2024
New holding
|