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 |
|---|---|---|---|---|---|
|
Mml Investors Services, LLC
Springfield, MA |
May 14, 2025 Q1 2025 |
5,217
shares
|
$286,100
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Jones Financial Companies Lllp
|
Aug 13, 2025 Q2 2025 |
5,214
shares
|
$285,935
0.0% of portfolio
|
Q2 2025
Added 78.13%
|
|
|
Blair William & CO
Chicago, IL |
Jul 24, 2025 Q2 2025 |
5,192
shares
|
$284,729
0.0% of portfolio
|
Q1 2025
Added 0.39%
|
|
|
Commerce Bank
Kansas City, MO |
Aug 07, 2025 Q2 2025 |
5,121
shares
|
$280,835
0.0% of portfolio
|
Q2 2025
Added 15.34%
|
|
|
Vestcor Inc
Fredericton, A3 |
Aug 08, 2025 Q2 2025 |
5,060
shares
|
$277,490
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Jul 30, 2025 Q2 2025 |
4,975
shares
|
$272,829
0.0% of portfolio
|
Q2 2025
Added 0.93%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Aug 08, 2025 Q2 2025 |
4,898
shares
|
$268,606
0.22% of portfolio
|
Q2 2025
New holding
|
|
|
Pds Planning, Inc
|
Jul 24, 2025 Q2 2025 |
4,829
shares
|
$264,822
0.02% of portfolio
|
Q2 2025
Added 9.3%
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Aug 13, 2025 Q2 2025 |
4,794
shares
|
$262,902
0.0% of portfolio
|
Q2 2025
Reduced 10.54%
|
|
|
Hb Wealth Management, LLC
|
Jul 17, 2025 Q2 2025 |
4,788
shares
|
$262,573
0.0% of portfolio
|
Q2 2025
Added 4.0%
|
|
|
Wedmont Private Capital
|
Jul 10, 2025 Q2 2025 |
4,655
shares
|
$255,280
0.01% of portfolio
|
Q2 2025
Added 2.56%
|
|
|
Panagora Asset Management Inc
Boston, MA |
Aug 13, 2025 Q2 2025 |
4,624
shares
|
$253,580
0.0% of portfolio
|
Q2 2025
Reduced 26.79%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jul 10, 2025 Q2 2025 |
4,608
shares
|
$252,702
0.64% of portfolio
|
Q4 2024
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Jul 16, 2025 Q2 2025 |
4,566
shares
|
$250,399
0.0% of portfolio
|
Q2 2025
Reduced 7.94%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Jul 24, 2025 Q2 2025 |
4,564
shares
|
$250,289
0.01% of portfolio
|
Q2 2025
New holding
|
|
|
Umb Bank, N.A.
|
Jul 11, 2025 Q2 2025 |
4,510
shares
|
$247,328
0.0% of portfolio
|
Q2 2025
Added 6.64%
|
|
|
Jeremy Grantham
Grantham, Mayo, Van Otterloo & Co. LLC | Boston, Ma
|
Aug 13, 2025 Q2 2025 |
4,505
shares
|
$247,054
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jul 17, 2025 Q2 2025 |
4,455
shares
|
$244,312
0.03% of portfolio
|
Q2 2025
Reduced 2.77%
|
|
|
Wealthfront Advisers LLC
|
Jul 31, 2025 Q2 2025 |
4,405
shares
|
$241,570
0.0% of portfolio
|
Q2 2025
Reduced 2.31%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$241,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,371
shares
|
$239,705
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jul 11, 2025 Q2 2025 |
4,357
shares
|
$238,937
0.22% of portfolio
|
Q2 2025
Reduced 4.74%
|
|
|
Fifth Third Bancorp
|
Jul 15, 2025 Q2 2025 |
4,315
shares
|
$236,634
0.0% of portfolio
|
Q2 2025
Reduced 16.13%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Aug 08, 2025 Q2 2025 |
4,310
shares
|
$236,360
0.03% of portfolio
|
Q2 2025
Added 0.21%
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,303
shares
|
$235,976
0.03% of portfolio
|
Q1 2025
Added 15.52%
|