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 |
|---|---|---|---|---|---|
|
Tributary Capital Management, LLC
|
Jul 30, 2025 Q2 2025 |
6,765
shares
|
$370,992
0.03% of portfolio
|
Q2 2025
Reduced 1.46%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,677
shares
|
$366,166
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,543
shares
|
$358,818
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
May 15, 2025 Q1 2025 |
6,531
shares
|
$358,160
0.16% of portfolio
|
Q1 2025
New holding
|
|
|
Pitcairn CO
Jenkintown, PA |
May 09, 2025 Q1 2025 |
6,459
shares
|
$354,211
0.02% of portfolio
|
Q4 2024
Reduced 7.25%
|
|
|
Caitlin John, LLC
Brighton, MI |
Jul 14, 2025 Q2 2025 |
6,356
shares
|
$348,563
0.32% of portfolio
|
Q2 2025
New holding
|
|
|
Miracle Mile Advisors, LLC
|
Jul 22, 2025 Q2 2025 |
6,311
shares
|
$346,095
0.01% of portfolio
|
Q2 2025
Added 3.04%
|
|
|
Choreo, LLC
Minneapolis, MN |
Aug 12, 2025 Q2 2025 |
6,303
shares
|
$345,656
0.0% of portfolio
|
Q2 2025
Added 1.99%
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Aug 01, 2025 Q2 2025 |
6,233
shares
|
$341,817
0.0% of portfolio
|
Q2 2025
Added 633.29%
|
|
|
Fora Capital, LLC
Miami, FL |
Aug 13, 2025 Q2 2025 |
6,192
shares
|
$339,569
0.04% of portfolio
|
Q2 2025
Reduced 69.53%
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Aug 07, 2025 Q2 2025 |
6,186
shares
|
$339,240
0.0% of portfolio
|
Q2 2025
Added 26.5%
|
|
|
Ashton Thomas Private Wealth, LLC
Scottsdale, AZ |
Jul 31, 2025 Q2 2025 |
6,152
shares
|
$337,375
0.01% of portfolio
|
Q2 2025
Added 1.23%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
May 14, 2025 Q1 2025 |
6,061
shares
|
$332,385
0.18% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Harvest Investment Services, LLC
|
May 15, 2025 Q1 2025 |
6,022
shares
|
$330,246
0.1% of portfolio
|
Q1 2025
New holding
|
|
|
Quarry LP
New York, NY |
May 15, 2025 Q1 2025 |
6,021
shares
|
$330,191
0.07% of portfolio
|
Q1 2025
Added 370.02%
|
|
|
Commonwealth Equity Services, LLC
|
Aug 06, 2025 Q2 2025 |
6,019
shares
|
$330,081
0.0% of portfolio
|
Q2 2025
Added 3.49%
|
|
|
Park Avenue Securities LLC
|
Jul 14, 2025 Q2 2025 |
5,723
shares
|
$313,849
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jul 16, 2025 Q2 2025 |
5,616
shares
|
$307,981
0.03% of portfolio
|
Q2 2025
Reduced 17.25%
|
|
|
Coldstream Capital Management Inc
|
Aug 12, 2025 Q2 2025 |
5,541
shares
|
$303,868
0.01% of portfolio
|
Q2 2025
Added 1.19%
|
|
|
Holocene Advisors, LP
New York, NY |
May 15, 2025 Q1 2025 |
5,467
shares
|
$299,810
0.0% of portfolio
|
Q1 2025
Reduced 97.11%
|
|
|
Avidian Wealth Solutions, LLC
|
Jul 30, 2025 Q2 2025 |
5,335
shares
|
$292,571
0.01% of portfolio
|
Q2 2025
Reduced 2.75%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
May 14, 2025 Q1 2025 |
5,312
shares
|
$291,310
0.0% of portfolio
|
Q1 2025
Reduced 25.78%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Aug 08, 2025 Q2 2025 |
5,304
shares
|
$290,871
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Jul 22, 2025 Q2 2025 |
5,300
shares
|
$290,652
0.0% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jul 28, 2025 Q2 2025 |
5,233
shares
|
$286,977
0.01% of portfolio
|
Q2 2025
Reduced 17.81%
|