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 |
|---|---|---|---|---|---|
|
Bsw Wealth Partners
Boulder, CO |
Jul 18, 2025 Q2 2025 |
4,259
shares
|
$233,563
0.03% of portfolio
|
Q2 2025
Added 5.92%
|
|
|
Wbi Investments, Inc.
|
Aug 11, 2025 Q2 2025 |
4,244
shares
|
$232,740
0.07% of portfolio
|
Q2 2025
New holding
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Aug 13, 2025 Q2 2025 |
4,157
shares
|
$227,969
0.01% of portfolio
|
Q2 2025
Reduced 63.03%
|
|
|
Independent Advisor Alliance
|
Aug 11, 2025 Q2 2025 |
4,143
shares
|
$227,202
0.01% of portfolio
|
Q2 2025
Added 1.94%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Aug 13, 2025 Q2 2025 |
4,035
shares
|
$221,279
0.03% of portfolio
|
Q1 2025
Reduced 5.68%
|
|
|
Usa Financial Portformulas Corp
Ada, MI |
Jul 18, 2025 Q2 2025 |
3,697
shares
|
$202,743
0.04% of portfolio
|
Q2 2025
Reduced 28.09%
|
|
|
Northwestern Mutual Wealth Management CO
|
Aug 13, 2025 Q2 2025 |
3,639
shares
|
$199,562
0.0% of portfolio
|
Q2 2025
Added 21.91%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Aug 11, 2025 Q2 2025 |
3,608
shares
|
$197,862
0.0% of portfolio
|
Q2 2025
Reduced 6.5%
|
|
|
Ostrum Asset Management
Paris, I0 |
Aug 13, 2025 Q2 2025 |
3,516
shares
|
$192,817
0.01% of portfolio
|
Q2 2025
Reduced 2.79%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
May 15, 2025 Q1 2025 |
3,513
shares
|
$192,652
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Aug 12, 2025 Q2 2025 |
3,430
shares
|
$188,101
0.04% of portfolio
|
Q1 2025
Added 20.99%
|
|
|
Svb Wealth LLC
Boston, MA |
May 14, 2025 Q1 2025 |
3,214
shares
|
$176,255
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Aug 11, 2025 Q2 2025 |
2,992
shares
|
$164,081
0.0% of portfolio
|
Q2 2025
Added 65.76%
|
|
|
Groupe La Francaise
Paris, I0 |
Aug 13, 2025 Q2 2025 |
2,949
shares
|
$161,723
0.0% of portfolio
|
Q2 2025
Added 8.18%
|
|
|
Van Eck Associates Corp
|
May 15, 2025 Q1 2025 |
2,898
shares
|
$158,926
0.0% of portfolio
|
Q1 2025
Added 7.65%
|
|
|
Steward Partners Investment Advisory, LLC
|
Aug 12, 2025 Q2 2025 |
2,816
shares
|
$154,429
0.0% of portfolio
|
Q2 2025
Reduced 3.13%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Aug 11, 2025 Q2 2025 |
2,786
shares
|
$152,784
0.03% of portfolio
|
Q2 2025
Reduced 27.22%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Jul 11, 2025 Q2 2025 |
2,532
shares
|
$138,854
0.0% of portfolio
|
Q2 2025
Added 118.28%
|
|
|
Hantz Financial Services, Inc.
|
Aug 04, 2025 Q2 2025 |
2,515
shares
|
$137,922
0.0% of portfolio
|
Q2 2025
Added 1038.01%
|
|
|
Parkside Financial Bank & Trust
|
Aug 06, 2025 Q2 2025 |
2,503
shares
|
$137,264
0.02% of portfolio
|
Q2 2025
Added 0.04%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
May 13, 2025 Q1 2025 |
2,450
shares
|
$134,358
0.0% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Bryn Mawr Trust CO
Bryn Mawr, PA |
Jul 28, 2025 Q2 2025 |
2,359
shares
|
$129,367
0.0% of portfolio
|
Q2 2025
Reduced 75.26%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jul 24, 2025 Q2 2025 |
2,085
shares
|
$114,341
0.0% of portfolio
|
Q2 2025
Reduced 1.37%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
May 14, 2025 Q1 2025 |
1,879
shares
|
$103,044
0.01% of portfolio
|
Q1 2025
Added 10.08%
|
|
|
Massmutual Trust CO Fsb
|
Jul 08, 2025 Q2 2025 |
1,871
shares
|
$102,605
0.0% of portfolio
|
Q2 2025
Reduced 0.37%
|