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 615 institutions that hold shares in the stock, with a total of 268 Million shares, which have been reported (via 13F filing form) to have a value of $12 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Counterpoint Mutual Funds LLC
|
Nov 10, 2025 Q3 2025 |
6,106
shares
|
$273,060
0.03% of portfolio
|
Q3 2025
Reduced 53.44%
|
|
|
Hyperion Capital Advisors LP
New York, NY |
Nov 13, 2025 Q3 2025 |
6,061
shares
|
$271,047
0.18% of portfolio
|
Q3 2024
Reduced 97.06%
|
|
|
Mariner, LLC
Overland Park, KS |
Nov 14, 2025 Q3 2025 |
5,970
shares
|
$266,978
0.0% of portfolio
|
Q3 2025
Reduced 76.12%
|
|
|
Blair William & CO
Chicago, IL |
Nov 12, 2025 Q3 2025 |
5,937
shares
|
$265,502
0.0% of portfolio
|
Q3 2025
Added 14.35%
|
|
|
Union Bancaire Privee, Ubp Sa
Geneva 1, V8 |
Jan 05, 2026 Q4 2025 |
5,760
shares
|
$257,587
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Snowden Capital Advisors LLC
New York, NY |
Nov 14, 2025 Q3 2025 |
5,701
shares
|
$254,948
0.01% of portfolio
|
Q3 2025
Reduced 42.93%
|
|
|
Park Avenue Securities LLC
|
Jan 05, 2026 Q4 2025 |
5,520
shares
|
$246,854
0.0% of portfolio
|
Q4 2025
Reduced 6.82%
|
|
|
Janney Montgomery Scott LLC
|
Oct 27, 2025 Q3 2025 |
5,518
shares
|
$246,764
0.0% of portfolio
|
Q3 2025
Reduced 61.82%
|
|
|
Skopos Labs, Inc.
Riverhead, NY |
Nov 14, 2025 Q3 2025 |
5,488
shares
|
$245,423
0.03% of portfolio
|
Q3 2025
Reduced 26.86%
|
|
|
Net Worth Advisory Group
Sandy, UT |
Jan 13, 2026 Q4 2025 |
5,376
shares
|
$240,414
0.05% of portfolio
|
Q4 2025
Reduced 0.37%
|
|
|
Jones Financial Companies Lllp
|
Nov 04, 2025 Q3 2025 |
5,347
shares
|
$239,117
0.0% of portfolio
|
Q3 2025
Added 2.55%
|
|
|
Commerce Bank
Kansas City, MO |
Nov 12, 2025 Q3 2025 |
5,311
shares
|
$237,507
0.0% of portfolio
|
Q3 2025
Added 3.71%
|
|
|
Abn Amro Investment Solutions
Paris Cedex 008, |
Nov 07, 2025 Q3 2025 |
5,304
shares
|
$237,194
0.01% of portfolio
|
Q3 2023
Added 194.12%
|
|
|
Uni Super Management Pty LTD
Melbourne, Victoria, C3 |
Oct 31, 2025 Q3 2025 |
5,300
shares
|
$237,016
0.0% of portfolio
|
Q2 2025
Reduced 13.11%
|
|
|
Kathmere Capital Management, LLC
Wayne, PA |
Jan 13, 2026 Q4 2025 |
5,282
shares
|
$236,211
0.02% of portfolio
|
Q4 2025
Added 1.6%
|
|
|
Fieldview Capital Management, LLC
Niles, MI |
Nov 13, 2025 Q3 2025 |
5,265
shares
|
$235,450
0.04% of portfolio
|
Q3 2025
New holding
|
|
|
Resources Investment Advisors, Llc.
Overland Park, KS |
Nov 10, 2025 Q3 2025 |
5,188
shares
|
$232,007
0.0% of portfolio
|
Q3 2025
Reduced 16.13%
|
|
|
Rafferty Asset Management, LLC
New York, NY |
Nov 12, 2025 Q3 2025 |
5,175
shares
|
$231,426
0.0% of portfolio
|
Q3 2025
Reduced 2.52%
|
|
|
Callan Family Office, LLC
Radnor, PA |
Nov 04, 2025 Q3 2025 |
5,070
shares
|
$226,730
0.01% of portfolio
|
Q3 2025
Added 11.09%
|
|
|
Vestcor Inc
Fredericton, A3 |
Nov 13, 2025 Q3 2025 |
5,060
shares
|
$226,283
0.01% of portfolio
|
Q2 2025
Reduced 2.37%
|
|
|
Forum Financial Management, LP
Lombard, IL |
Oct 24, 2025 Q3 2025 |
5,021
shares
|
$224,539
0.0% of portfolio
|
Q3 2025
Added 0.92%
|
|
|
Denkapparat Operations Gmb H
Berlin, 2M |
Nov 07, 2025 Q3 2025 |
4,898
shares
|
$219,038
0.16% of portfolio
|
Q2 2025
New holding
|
|
|
Sequoia Financial Advisors, LLC
|
Oct 28, 2025 Q3 2025 |
4,862
shares
|
$217,428
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Nov 14, 2025 Q3 2025 |
4,849
shares
|
$216,847
0.0% of portfolio
|
Q3 2025
Added 1516.33%
|
|
|
Hb Wealth Management, LLC
|
Oct 23, 2025 Q3 2025 |
4,771
shares
|
$213,359
0.0% of portfolio
|
Q3 2025
Reduced 0.36%
|
|