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 |
|---|---|---|---|---|---|
|
Ostrum Asset Management
Paris, I0 |
May 14, 2025 Q1 2025 |
3,617
shares
|
$187,360
0.01% of portfolio
|
Q1 2025
Reduced 2.59%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,513
shares
|
$181,973
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
May 13, 2025 Q1 2025 |
3,430
shares
|
$177,674
0.04% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,214
shares
|
$166,485
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Northwestern Mutual Wealth Management CO
|
May 14, 2025 Q1 2025 |
2,985
shares
|
$154,623
0.0% of portfolio
|
Q1 2025
Added 180.81%
|
|
|
Steward Partners Investment Advisory, LLC
|
May 13, 2025 Q1 2025 |
2,907
shares
|
$150,582
0.0% of portfolio
|
Q1 2025
Reduced 9.33%
|
|
|
Ever Source Wealth Advisors, LLC
|
May 13, 2025 Q1 2025 |
2,904
shares
|
$150,427
0.01% of portfolio
|
Q1 2025
Added 5.37%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
2,898
shares
|
$150,116
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Quent Capital, LLC
|
Apr 04, 2025 Q1 2025 |
2,797
shares
|
$144,884
0.02% of portfolio
|
Q1 2025
Added 2.15%
|
|
|
Groupe La Francaise
Paris, I0 |
May 14, 2025 Q1 2025 |
2,726
shares
|
$141,206
0.0% of portfolio
|
Q1 2025
Added 45.08%
|
|
|
Parkside Financial Bank & Trust
|
May 08, 2025 Q1 2025 |
2,502
shares
|
$129,603
0.02% of portfolio
|
Q1 2025
Added 3281.08%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,450
shares
|
$126,910
0.0% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Apr 21, 2025 Q1 2025 |
2,114
shares
|
$109,505
0.0% of portfolio
|
Q1 2025
Reduced 14.03%
|
|
|
Picton Mahoney Asset Management
Toronto, A6 |
May 07, 2025 Q1 2025 |
2,000
shares
|
$103,600
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,879
shares
|
$97,332
0.01% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Massmutual Trust CO Fsb
|
Apr 01, 2025 Q1 2025 |
1,878
shares
|
$97,280
0.0% of portfolio
|
Q1 2025
Added 11.19%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,807
shares
|
$93,602
0.0% of portfolio
|
Q1 2020
Reduced 27.5%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Apr 30, 2025 Q1 2025 |
1,805
shares
|
$93,499
0.0% of portfolio
|
Q4 2024
Added 82.69%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,649
shares
|
$85,418
0.0% of portfolio
|
Q1 2024
Added 1321.55%
|
|
|
Wayfinding Financial, LLC
Lynnwood, WA |
Apr 29, 2025 Q1 2025 |
1,545
shares
|
$80,031
0.04% of portfolio
|
Q1 2025
New holding
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,386
shares
|
$71,794
0.01% of portfolio
|
Q4 2024
Added 154.31%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,324
shares
|
$68,583
0.0% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Rise Advisors, LLC
|
May 15, 2025 Q1 2025 |
1,300
shares
|
$67,340
0.03% of portfolio
|
Q1 2025
Reduced 16.67%
|
|
|
Simplex Trading, LLC
|
May 12, 2025 Q1 2025 |
1,288
shares
|
$66,718
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
May 01, 2025 Q1 2025 |
1,209
shares
|
$62,626
0.01% of portfolio
|
Q3 2024
Added 8.72%
|