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 618 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Oppenheimer & CO Inc
New York, NY |
Apr 22, 2025 Q1 2025 |
4,831
shares
|
$250,245
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Centiva Capital, LP
New York, NY |
May 15, 2025 Q1 2025 |
4,810
shares
|
$249,158
0.01% of portfolio
|
Q1 2025
Reduced 50.03%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Apr 22, 2025 Q1 2025 |
4,608
shares
|
$238,694
0.7% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
May 07, 2025 Q1 2025 |
4,604
shares
|
$238,487
0.0% of portfolio
|
Q1 2025
Added 2.47%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
May 13, 2025 Q1 2025 |
4,582
shares
|
$237,347
0.03% of portfolio
|
Q1 2025
Added 13.58%
|
|
|
111 Capital
Paris, I0 |
May 15, 2025 Q1 2025 |
4,575
shares
|
$236,985
0.05% of portfolio
|
Q1 2025
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Apr 23, 2025 Q1 2025 |
4,574
shares
|
$236,933
0.22% of portfolio
|
Q1 2025
Reduced 0.41%
|
|
|
Wedmont Private Capital
|
Apr 14, 2025 Q1 2025 |
4,539
shares
|
$235,120
0.01% of portfolio
|
Q1 2025
Added 8.43%
|
|
|
Wealthfront Advisers LLC
|
May 02, 2025 Q1 2025 |
4,509
shares
|
$233,566
0.0% of portfolio
|
Q1 2025
Reduced 2.17%
|
|
|
Commerce Bank
Kansas City, MO |
May 08, 2025 Q1 2025 |
4,440
shares
|
$229,992
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Pds Planning, Inc
|
Apr 23, 2025 Q1 2025 |
4,418
shares
|
$228,852
0.02% of portfolio
|
Q1 2025
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$227,920
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Belpointe Asset Management LLC
|
May 20, 2025 Q1 2025 |
4,397
shares
|
$227,764
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Townsquare Capital LLC
|
May 12, 2025 Q1 2025 |
4,387
shares
|
$227,246
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
May 14, 2025 Q1 2025 |
4,371
shares
|
$226,417
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Headlands Technologies LLC
Chicago, IL |
May 09, 2025 Q1 2025 |
4,303
shares
|
$222,895
0.03% of portfolio
|
Q1 2025
Added 15.52%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Apr 17, 2025 Q1 2025 |
4,301
shares
|
$222,791
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Umb Bank, N.A.
|
Apr 14, 2025 Q1 2025 |
4,229
shares
|
$219,062
0.0% of portfolio
|
Q1 2025
Added 116.43%
|
|
|
Trust Point Inc.
La Crosse, WI |
Apr 17, 2025 Q1 2025 |
4,117
shares
|
$213,260
0.02% of portfolio
|
Q1 2025
Reduced 6.22%
|
|
|
Independent Advisor Alliance
|
May 12, 2025 Q1 2025 |
4,064
shares
|
$210,515
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
May 13, 2025 Q1 2025 |
4,035
shares
|
$209,013
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Bsw Wealth Partners
Boulder, CO |
Apr 24, 2025 Q1 2025 |
4,021
shares
|
$208,287
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
May 09, 2025 Q1 2025 |
3,914
shares
|
$202,745
0.0% of portfolio
|
Q1 2025
Reduced 24.77%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
May 13, 2025 Q1 2025 |
3,859
shares
|
$199,896
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Apr 30, 2025 Q1 2025 |
3,828
shares
|
$198,290
0.04% of portfolio
|
Q1 2025
Added 16.25%
|