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 |
|---|---|---|---|---|---|
|
Algebris (Uk) LTD
London, X0 |
Aug 13, 2025 Q2 2025 |
553,972
shares
|
$30.4 Million
5.5% of portfolio
|
Q2 2025
Added 37.71%
|
|
|
Jane Street Group, LLC
New York, NY |
May 19, 2025 Q1 2025 |
553,945
shares
|
$30.4 Million
0.01% of portfolio
|
Q1 2025
Added 1859.06%
|
|
|
Fiera Capital Corp
Montreal, A8 |
Aug 08, 2025 Q2 2025 |
532,240
shares
|
$29.2 Million
0.11% of portfolio
|
Q2 2025
New holding
|
|
|
Tocqueville Asset Management L.P.
New York, NY |
Aug 12, 2025 Q2 2025 |
532,136
shares
|
$29.2 Million
0.47% of portfolio
|
Q2 2025
New holding
|
|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
526,779
shares
|
$28.9 Million
4.94% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Gillson Capital LP
Chicago, IL |
Aug 14, 2025 Q2 2025 |
486,260
shares
|
$26.7 Million
2.08% of portfolio
|
Q2 2025
Added 182.32%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
474,225
shares
|
$26 Million
5.66% of portfolio
|
Q1 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
473,481
shares
|
$26 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
Aug 14, 2025 Q2 2025 |
446,795
shares
|
$24.5 Million
0.03% of portfolio
|
Q2 2025
Reduced 5.2%
|
|
|
Neuberger Berman Group LLC
New York, NY |
Aug 13, 2025 Q2 2025 |
428,550
shares
|
$23.5 Million
0.02% of portfolio
|
Q2 2025
Reduced 0.02%
|
|
|
Barclays PLC
London, X0 |
Aug 14, 2025 Q2 2025 |
425,866
shares
|
$23.4 Million
0.01% of portfolio
|
Q2 2025
Added 33.81%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
414,833
shares
|
$22.7 Million
0.02% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
Aug 07, 2025 Q2 2025 |
401,717
shares
|
$22 Million
0.02% of portfolio
|
Q2 2025
Added 1.03%
|
|
|
State Board Of Administration Of Florida Retirement System
|
Aug 13, 2025 Q2 2025 |
395,675
shares
|
$21.7 Million
0.04% of portfolio
|
Q2 2025
Added 1.02%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
Jul 28, 2025 Q2 2025 |
376,202
shares
|
$20.6 Million
0.03% of portfolio
|
Q2 2025
Reduced 28.33%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
370,068
shares
|
$20.3 Million
0.03% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
362,216
shares
|
$19.9 Million
0.05% of portfolio
|
Q2 2025
Reduced 21.58%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
Aug 13, 2025 Q2 2025 |
361,860
shares
|
$19.8 Million
14.28% of portfolio
|
Q2 2025
Reduced 14.14%
|
|
|
Victory Capital Management Inc
|
Aug 13, 2025 Q2 2025 |
360,762
shares
|
$19.8 Million
0.01% of portfolio
|
Q2 2025
Reduced 14.08%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,998
shares
|
$19.7 Million
0.01% of portfolio
|
Q3 2024
Added 46.21%
|
|
|
Citigroup Inc
|
Aug 11, 2025 Q2 2025 |
348,087
shares
|
$19.1 Million
0.01% of portfolio
|
Q2 2025
Reduced 4.38%
|
|
|
New York State Common Retirement Fund
|
Aug 13, 2025 Q2 2025 |
343,097
shares
|
$18.8 Million
0.03% of portfolio
|
Q2 2025
Added 73.72%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
329,454
shares
|
$18.1 Million
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Skandinaviska Enskilda Banken Ab (Publ)
Stockholm, V7 |
Aug 13, 2025 Q2 2025 |
327,774
shares
|
$18 Million
0.08% of portfolio
|
Q2 2025
Added 126.57%
|
|
|
Envestnet Asset Management Inc
|
Jul 31, 2025 Q2 2025 |
312,021
shares
|
$17.1 Million
0.01% of portfolio
|
Q2 2025
Added 21.16%
|