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 |
|---|---|---|---|---|---|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Apr 14, 2025 Q1 2025 |
1,160
shares
|
$60,088
0.0% of portfolio
|
Q1 2025
Reduced 3.89%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
May 13, 2025 Q1 2025 |
1,048
shares
|
$54,286
0.0% of portfolio
|
Q1 2025
Reduced 79.47%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
982
shares
|
$50,867
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Ifp Advisors, Inc
|
May 05, 2025 Q1 2025 |
972
shares
|
$50,349
0.0% of portfolio
|
Q1 2025
Added 15.3%
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
May 15, 2025 Q1 2025 |
912
shares
|
$47,241
0.0% of portfolio
|
Q1 2025
Reduced 64.62%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
882
shares
|
$45,687
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Bessemer Group Inc
Woodbridge, NJ |
Apr 23, 2025 Q1 2025 |
850
shares
|
$44,030
0.0% of portfolio
|
Q1 2025
Added 25.37%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
845
shares
|
$43,771
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
817
shares
|
$42,320
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
May 14, 2025 Q1 2025 |
790
shares
|
$40,922
0.0% of portfolio
|
Q1 2025
Reduced 46.51%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
680
shares
|
$35,224
0.0% of portfolio
|
Q1 2025
Added 3677.78%
|
|
|
Versant Capital Management, Inc
|
Apr 03, 2025 Q1 2025 |
659
shares
|
$34,136
0.01% of portfolio
|
Q1 2025
Added 23.87%
|
|
|
Orion Capital Management LLC
|
May 14, 2025 Q1 2025 |
630
shares
|
$32,634
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Apr 07, 2025 Q1 2025 |
614
shares
|
$31,805
0.0% of portfolio
|
Q1 2025
Reduced 2.23%
|
|
|
Assetmark, Inc
|
May 06, 2025 Q1 2025 |
600
shares
|
$31,080
0.0% of portfolio
|
Q1 2025
Reduced 24.91%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
572
shares
|
$29,629
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
553
shares
|
$28,645
0.0% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Harbour Investments, Inc.
Madison, WI |
May 08, 2025 Q1 2025 |
544
shares
|
$28,179
0.0% of portfolio
|
Q1 2025
Added 5.22%
|
|
|
Whittier Trust CO Of Nevada Inc
|
May 02, 2025 Q1 2025 |
543
shares
|
$28,127
0.0% of portfolio
|
Q1 2025
Added 12.66%
|
|
|
Wpg Advisers, LLC
Baltimore, MD |
May 15, 2025 Q1 2025 |
519
shares
|
$26,884
0.03% of portfolio
|
Q1 2025
Added 1.76%
|
|
|
Walleye Trading LLC
Plymouth, MN |
May 14, 2025 Q1 2025 |
506
shares
|
$26,210
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Mv Capital Management, Inc.
|
Apr 15, 2025 Q1 2025 |
496
shares
|
$25,692
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Covestor LTD
Boston, MA |
May 12, 2025 Q1 2025 |
490
shares
|
$25,382
0.02% of portfolio
|
Q1 2025
Added 11.62%
|
|
|
Contravisory Investment Management, Inc.
|
Apr 10, 2025 Q1 2025 |
470
shares
|
$24,346
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
South State Corp
|
May 12, 2025 Q1 2025 |
469
shares
|
$24,294
0.0% of portfolio
|
Q1 2025
Added 404.3%
|