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 |
|---|---|---|---|---|---|
|
Shelton Capital Management
Denver, CO |
Aug 13, 2025 Q2 2025 |
10,993
shares
|
$602,856
0.01% of portfolio
|
Q2 2025
Reduced 2.3%
|
|
|
Metis Global Partners, LLC
|
Aug 06, 2025 Q2 2025 |
10,979
shares
|
$602,088
0.02% of portfolio
|
Q2 2025
Reduced 48.99%
|
|
|
Equitable Holdings, Inc.
New York, NY |
May 13, 2025 Q1 2025 |
10,927
shares
|
$599,236
0.01% of portfolio
|
Q1 2025
Added 0.61%
|
|
|
Mount Lucas Management LP
Newtown, PA |
Aug 11, 2025 Q2 2025 |
10,710
shares
|
$587,336
0.27% of portfolio
|
Q2 2025
New holding
|
|
|
Raymond James Financial Services Advisors, Inc.
St. Petersburg, FL |
Oct 18, 2024 Q3 2024 |
10,701
shares
|
$586,842
0.0% of portfolio
|
Q3 2024
Reduced 26.06%
|
|
|
Oversea Chinese Banking Corp LTD
Great Eastern Centre, U0 |
Jul 31, 2025 Q2 2025 |
10,653
shares
|
$584,210
0.02% of portfolio
|
Q3 2024
Added 47.02%
|
|
|
Scientech Research LLC
Jersey City, NJ |
May 15, 2025 Q1 2025 |
10,595
shares
|
$581,029
0.15% of portfolio
|
Q1 2025
New holding
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
May 14, 2025 Q1 2025 |
10,591
shares
|
$580,810
0.03% of portfolio
|
Q1 2025
Added 61.03%
|
|
|
Apollon Wealth Management, LLC
Mount Pleasant, SC |
Jul 24, 2025 Q2 2025 |
10,269
shares
|
$563,151
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Merit Financial Group, LLC
|
Jul 22, 2025 Q2 2025 |
10,191
shares
|
$558,874
0.01% of portfolio
|
Q2 2025
Added 57.27%
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Aug 14, 2025 Q2 2025 |
9,990
shares
|
$547,851
0.02% of portfolio
|
Q2 2025
Added 128.55%
|
|
|
Advisory Services Network, LLC
|
May 15, 2025 Q1 2025 |
9,916
shares
|
$543,793
0.01% of portfolio
|
Q1 2025
Reduced 8.9%
|
|
|
Ellevest, Inc.
|
Aug 05, 2025 Q2 2025 |
9,793
shares
|
$537,048
0.09% of portfolio
|
Q2 2025
Added 4.23%
|
|
|
Everence Capital Management Inc
|
Jul 29, 2025 Q2 2025 |
9,710
shares
|
$532,496
0.04% of portfolio
|
Q4 2024
New holding
|
|
|
Meiji Yasuda Life Insurance CO
Tokyo, M0 |
Aug 14, 2025 Q2 2025 |
9,671
shares
|
$530,357
0.02% of portfolio
|
Q2 2025
Reduced 8.86%
|
|
|
Seeyond
Paris, I0 |
Feb 13, 2023 Q4 2022 |
9,661
shares
|
$529,809
0.03% of portfolio
|
Q4 2022
Added 133.98%
|
|
|
Fifth Third Wealth Advisors LLC
Cincinnati, OH |
Jul 24, 2025 Q2 2025 |
9,601
shares
|
$526,518
0.02% of portfolio
|
Q2 2025
Added 0.27%
|
|
|
Impact Partnership Wealth, LLC
Kennesaw, GA |
Aug 04, 2025 Q2 2025 |
9,373
shares
|
$514,015
0.1% of portfolio
|
Q2 2025
New holding
|
|
|
Vontobel Holding Ltd.
|
Jul 23, 2025 Q2 2025 |
9,326
shares
|
$511,437
0.0% of portfolio
|
Q2 2025
Reduced 8.04%
|
|
|
Laurion Capital Management LP
New York, NY |
May 15, 2025 Q1 2025 |
9,325
shares
|
$511,383
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Handelsinvest Investeringsforvaltning
|
Apr 19, 2024 Q1 2024 |
9,298
shares
|
$509,902
0.17% of portfolio
|
Q1 2024
Reduced 34.17%
|
|
|
Corient Capital Partners, LLC
Newport Beach, CA |
Nov 14, 2022 Q3 2022 |
9,267
shares
|
$508,202
0.02% of portfolio
|
Q2 2022
Reduced 17.26%
|
|
|
Profund Advisors LLC
|
Aug 07, 2025 Q2 2025 |
9,167
shares
|
$502,718
0.02% of portfolio
|
Q2 2025
Reduced 7.35%
|
|
|
Us Bancorp \De\
|
Jul 23, 2025 Q2 2025 |
9,098
shares
|
$498,934
0.0% of portfolio
|
Q2 2025
Reduced 12.65%
|
|
|
Guggenheim Capital LLC
Chicago, IL |
Aug 13, 2025 Q2 2025 |
9,040
shares
|
$495,753
0.0% of portfolio
|
Q2 2025
Reduced 5.18%
|