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 542 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Chiron Investment Management, LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
8,136
shares
|
$436,496
0.12% of portfolio
|
Q2 2024
Added 95.86%
|
|
|
Vestmark Advisory Solutions, Inc.
|
Feb 06, 2025 Q4 2024 |
8,027
shares
|
$430,648
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Mgo One Seven LLC
Beachwood, OH |
Oct 15, 2024 Q3 2024 |
7,840
shares
|
$420,616
0.01% of portfolio
|
Q3 2024
Added 4.59%
|
|
|
Cibc World Market Inc.
Toronto, A6 |
Jan 23, 2025 Q4 2024 |
7,778
shares
|
$417,289
0.0% of portfolio
|
Q4 2024
Added 26.6%
|
|
|
Quinn Opportunity Partners LLC
Charlottesville, VA |
Nov 13, 2024 Q3 2024 |
7,776
shares
|
$417,182
0.03% of portfolio
|
Q2 2024
Reduced 74.43%
|
|
|
Wealth Enhancement Advisory Services, LLC
|
Jan 10, 2025 Q4 2024 |
7,528
shares
|
$403,877
0.0% of portfolio
|
Q4 2024
Added 0.29%
|
|
|
I A Global Asset Management Inc.
Quebec, A8 |
Nov 14, 2024 Q3 2024 |
7,407
shares
|
$397,385
0.01% of portfolio
|
Q3 2024
Added 42.09%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 13, 2024 Q3 2024 |
7,373
shares
|
$395,561
0.0% of portfolio
|
Q3 2024
Reduced 2.15%
|
|
|
Bleakley Financial Group, LLC
Fairfield, NJ |
Jan 27, 2025 Q4 2024 |
7,236
shares
|
$388,211
0.01% of portfolio
|
Q4 2024
Reduced 0.78%
|
|
|
Seeds Investor LLC
New York, NY |
Oct 31, 2024 Q3 2024 |
7,164
shares
|
$384,348
0.11% of portfolio
|
Q3 2024
Added 24.48%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2024 Q3 2024 |
6,964
shares
|
$373,618
0.02% of portfolio
|
Q3 2024
Reduced 20.48%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 14, 2025 Q4 2024 |
6,732
shares
|
$361,171
0.03% of portfolio
|
Q4 2024
Added 0.7%
|
|
|
Raymond James Trust N.A.
|
Nov 12, 2024 Q3 2024 |
6,677
shares
|
$358,221
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Avidian Wealth Solutions, LLC
|
Jan 29, 2025 Q4 2024 |
6,597
shares
|
$353,929
0.01% of portfolio
|
Q4 2024
Added 8.88%
|
|
|
Atomi Financial Group, Inc.
Irvine, CA |
Jan 16, 2025 Q4 2024 |
6,577
shares
|
$352,856
0.02% of portfolio
|
Q4 2024
Added 3.28%
|
|
|
Wipfli Financial Advisors Llc,
|
Oct 26, 2022 Q3 2022 |
6,543
shares
|
$351,031
0.01% of portfolio
|
Q3 2022
New holding
|
|
|
Savant Capital, LLC
|
Jan 28, 2025 Q4 2024 |
6,537
shares
|
$350,710
0.0% of portfolio
|
Q4 2024
Added 1.38%
|
|
|
R Squared LTD
Central, K3 |
Jan 22, 2025 Q4 2024 |
6,520
shares
|
$349,798
0.3% of portfolio
|
Q4 2024
New holding
|
|
|
Smith Group Asset Management, LLC
Dallas, TX |
Jan 22, 2025 Q4 2024 |
6,470
shares
|
$347,115
0.02% of portfolio
|
Q4 2024
New holding
|
|
|
Ascent Group, LLC
|
Nov 14, 2024 Q3 2024 |
6,382
shares
|
$342,394
0.02% of portfolio
|
Q2 2024
Reduced 3.89%
|
|
|
Miracle Mile Advisors, LLC
|
Jan 13, 2025 Q4 2024 |
6,248
shares
|
$335,205
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2024 Q3 2024 |
6,061
shares
|
$325,172
0.12% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Mutual Advisors, LLC
Casper, WY |
Jan 17, 2025 Q4 2024 |
6,048
shares
|
$324,475
0.01% of portfolio
|
Q4 2024
Reduced 0.3%
|
|
|
Sterling Capital Management LLC
Charlotte, NC |
Nov 12, 2024 Q3 2024 |
5,964
shares
|
$319,968
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Sherbrooke Park Advisers LLC
White Plains, NY |
Nov 14, 2024 Q3 2024 |
5,941
shares
|
$318,734
0.06% of portfolio
|
Q3 2024
New holding
|