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 |
|---|---|---|---|---|---|
|
Poplar Forest Capital LLC
|
May 06, 2025 Q1 2025 |
526,779
shares
|
$27.3 Million
4.94% of portfolio
|
Q1 2025
Reduced 22.03%
|
|
|
Allianz Asset Management Gmb H
Munich, 2M |
May 05, 2025 Q1 2025 |
524,934
shares
|
$27.2 Million
0.04% of portfolio
|
Q1 2025
Reduced 18.44%
|
|
|
Philadelphia Financial Management Of San Francisco, LLC
San Francisco, CA |
May 15, 2025 Q1 2025 |
474,225
shares
|
$24.6 Million
5.66% of portfolio
|
Q1 2025
New holding
|
|
|
Great West Life Assurance CO
Winnipeg, A2 |
May 15, 2025 Q1 2025 |
473,481
shares
|
$24.5 Million
0.04% of portfolio
|
Q1 2025
Reduced 1.18%
|
|
|
Voya Investment Management LLC
Atlanta, GA |
May 15, 2025 Q1 2025 |
471,318
shares
|
$24.4 Million
0.03% of portfolio
|
Q1 2025
Added 3.07%
|
|
|
Mitsubishi Ufj Trust & Banking Corp
Tokyo, M0 |
May 09, 2025 Q1 2025 |
461,875
shares
|
$23.9 Million
0.06% of portfolio
|
Q1 2025
Added 5.88%
|
|
|
American Century Companies Inc
Kansas City, MO |
May 13, 2025 Q1 2025 |
451,709
shares
|
$23.4 Million
0.01% of portfolio
|
Q1 2025
Added 22.51%
|
|
|
Neuberger Berman Group LLC
New York, NY |
May 13, 2025 Q1 2025 |
428,631
shares
|
$22.2 Million
0.02% of portfolio
|
Q1 2025
Added 603.94%
|
|
|
Four Tree Island Advisory LLC
Portsmouth, NH |
May 05, 2025 Q1 2025 |
421,462
shares
|
$21.8 Million
15.42% of portfolio
|
Q1 2025
Added 3.85%
|
|
|
Victory Capital Management Inc
|
May 02, 2025 Q1 2025 |
419,903
shares
|
$21.8 Million
0.02% of portfolio
|
Q1 2025
Added 65.33%
|
|
|
Putnam Investments LLC
Boston, MA |
Feb 14, 2024 Q4 2023 |
414,833
shares
|
$21.5 Million
0.02% of portfolio
|
Q4 2023
Reduced 4.16%
|
|
|
Algebris (Uk) LTD
London, X0 |
May 08, 2025 Q1 2025 |
402,273
shares
|
$20.8 Million
4.08% of portfolio
|
Q1 2025
Reduced 39.6%
|
|
|
National Pension Service
Jeonju Si, Jeollabuk Do, M5 |
May 12, 2025 Q1 2025 |
397,607
shares
|
$20.6 Million
0.02% of portfolio
|
Q1 2025
Added 0.13%
|
|
|
State Board Of Administration Of Florida Retirement System
|
May 12, 2025 Q1 2025 |
391,695
shares
|
$20.3 Million
0.04% of portfolio
|
Q1 2025
Reduced 6.18%
|
|
|
Retirement Systems Of Alabama
|
Apr 21, 2025 Q1 2025 |
377,186
shares
|
$19.5 Million
0.08% of portfolio
|
Q1 2025
Reduced 1.0%
|
|
|
Lazard Asset Management LLC
New York, NY |
May 15, 2025 Q1 2025 |
370,068
shares
|
$19.2 Million
0.03% of portfolio
|
Q1 2025
Added 33.73%
|
|
|
Citigroup Inc
|
May 12, 2025 Q1 2025 |
364,015
shares
|
$18.9 Million
0.01% of portfolio
|
Q1 2025
Reduced 16.39%
|
|
|
Raymond James & Associates
St Petersburg, FL |
Oct 18, 2024 Q3 2024 |
359,998
shares
|
$18.6 Million
0.01% of portfolio
|
Q3 2024
Added 46.21%
|
|
|
Robeco Institutional Asset Management B.V.
|
Apr 23, 2025 Q1 2025 |
331,824
shares
|
$17.2 Million
0.03% of portfolio
|
Q1 2025
Reduced 20.15%
|
|
|
Royal Bank Of Canada
Toronto, A6 |
May 15, 2025 Q1 2025 |
329,454
shares
|
$17.1 Million
0.0% of portfolio
|
Q1 2025
Added 23.72%
|
|
|
Callodine Capital Management, LP
Boston, MA |
May 14, 2025 Q1 2025 |
320,289
shares
|
$16.6 Million
2.99% of portfolio
|
Q1 2025
New holding
|
|
|
Community Trust & Investment CO
|
Apr 17, 2025 Q1 2025 |
319,013
shares
|
$16.5 Million
1.09% of portfolio
|
Q1 2025
Reduced 1.48%
|
|
|
Barclays PLC
London, X0 |
May 15, 2025 Q1 2025 |
318,262
shares
|
$16.5 Million
0.0% of portfolio
|
Q1 2025
Reduced 48.84%
|
|
|
Alliancebernstein L.P.
New York, NY |
May 15, 2025 Q1 2025 |
314,884
shares
|
$16.3 Million
0.01% of portfolio
|
Q1 2025
Reduced 2.94%
|
|
|
Tcw Group Inc
|
May 07, 2025 Q1 2025 |
301,131
shares
|
$15.6 Million
0.15% of portfolio
|
Q1 2025
Added 104.93%
|