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 |
|---|---|---|---|---|---|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2024 Q3 2024 |
5,594
shares
|
$300,118
0.0% of portfolio
|
Q2 2024
Reduced 5.7%
|
|
|
Commonwealth Equity Services, LLC
|
Oct 18, 2024 Q3 2024 |
5,575
shares
|
$299,098
0.0% of portfolio
|
Q3 2024
Reduced 95.81%
|
|
|
New Edge Wealth, LLC
Pittsburgh, PA |
Feb 04, 2025 Q4 2024 |
5,203
shares
|
$279,140
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 15, 2024 Q3 2024 |
5,182
shares
|
$278,014
0.01% of portfolio
|
Q1 2024
Reduced 1.11%
|
|
|
Carolina Wealth Advisors, LLC
|
Jan 14, 2025 Q4 2024 |
5,172
shares
|
$277,477
0.14% of portfolio
|
Q4 2024
Added 348.57%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2024 Q3 2024 |
5,171
shares
|
$277,424
0.0% of portfolio
|
Q3 2024
Added 0.02%
|
|
|
Coldstream Capital Management Inc
|
Nov 15, 2024 Q3 2024 |
5,058
shares
|
$271,361
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Fifth Third Bancorp
|
Jan 21, 2025 Q4 2024 |
4,846
shares
|
$259,987
0.0% of portfolio
|
Q4 2024
Added 0.17%
|
|
|
Longboard Asset Management, LP
Phoenix, AZ |
Jan 24, 2025 Q4 2024 |
4,608
shares
|
$247,219
0.58% of portfolio
|
Q4 2024
New holding
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Jan 17, 2025 Q4 2024 |
4,593
shares
|
$246,414
0.22% of portfolio
|
Q4 2024
Reduced 1.44%
|
|
|
Aspiriant, LLC
|
Jan 16, 2025 Q4 2024 |
4,547
shares
|
$243,946
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Hb Wealth Management, LLC
|
Jan 15, 2025 Q4 2024 |
4,493
shares
|
$241,049
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$236,060
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Trust Point Inc.
La Crosse, WI |
Jan 24, 2025 Q4 2024 |
4,390
shares
|
$235,523
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Atlas Capital Advisors LLC
San Francisco, CA |
Nov 05, 2024 Q3 2024 |
4,323
shares
|
$231,928
0.03% of portfolio
|
Q3 2024
Reduced 57.7%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Jan 28, 2025 Q4 2024 |
4,301
shares
|
$230,748
0.03% of portfolio
|
Q4 2024
New holding
|
|
|
Wedmont Private Capital
|
Jan 13, 2025 Q4 2024 |
4,186
shares
|
$224,578
0.01% of portfolio
|
Q4 2024
New holding
|
|
|
Advisor Group Holdings, Inc.
Phoenix, AZ |
Feb 07, 2025 Q4 2024 |
4,070
shares
|
$218,355
0.0% of portfolio
|
Q4 2024
Added 28.63%
|
|
|
V Square Quantitative Management LLC
Chicago, IL |
Jan 30, 2025 Q4 2024 |
4,034
shares
|
$216,424
0.03% of portfolio
|
Q4 2024
Added 0.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 12, 2024 Q3 2024 |
4,000
shares
|
$214,600
0.03% of portfolio
|
Q2 2023
Added 31.58%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 13, 2024 Q3 2024 |
3,868
shares
|
$207,518
0.01% of portfolio
|
Q3 2024
Added 1.23%
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Jan 29, 2025 Q4 2024 |
3,293
shares
|
$176,669
0.04% of portfolio
|
Q3 2024
Reduced 1.08%
|
|
|
Steward Partners Investment Advisory, LLC
|
Feb 06, 2025 Q4 2024 |
3,206
shares
|
$172,001
0.0% of portfolio
|
Q4 2024
Added 267.24%
|
|
|
Lazard Asset Management LLC
New York, NY |
Nov 14, 2024 Q3 2024 |
3,114
shares
|
$167,066
0.0% of portfolio
|
Q3 2024
Reduced 0.73%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Jan 15, 2025 Q4 2024 |
2,835
shares
|
$152,097
0.04% of portfolio
|
Q4 2024
Reduced 4.0%
|