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 |
|---|---|---|---|---|---|
|
Pds Planning, Inc
|
Oct 21, 2025 Q3 2025 |
4,703
shares
|
$210,318
0.02% of portfolio
|
Q3 2025
Reduced 2.61%
|
|
|
Miracle Mile Advisors, LLC
|
Oct 20, 2025 Q3 2025 |
4,696
shares
|
$210,005
0.0% of portfolio
|
Q3 2025
Reduced 25.59%
|
|
|
United Capital Financial Advisers, LLC
Newport Beach, CA |
Nov 14, 2025 Q3 2025 |
4,687
shares
|
$209,602
0.0% of portfolio
|
Q3 2025
Added 29.91%
|
|
|
Sonoma Allocations LLC
Santa Rosa, CA |
Oct 24, 2025 Q3 2025 |
4,559
shares
|
$203,878
0.08% of portfolio
|
Q3 2025
New holding
|
|
|
Signaturefd, LLC
Atlanta, GA |
Oct 21, 2025 Q3 2025 |
4,551
shares
|
$203,520
0.0% of portfolio
|
Q3 2025
Reduced 0.33%
|
|
|
Fifth Third Bancorp
|
Nov 07, 2025 Q3 2025 |
4,426
shares
|
$197,930
0.0% of portfolio
|
Q3 2025
Added 2.57%
|
|
|
Peak6 Investments LLC
Chicago, IL |
Nov 13, 2024 Q3 2024 |
4,400
shares
|
$196,768
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Blueshift Asset Management, LLC
Red Bank, NJ |
Nov 13, 2025 Q3 2025 |
4,355
shares
|
$194,755
0.07% of portfolio
|
Q3 2025
New holding
|
|
|
Umb Bank, N.A.
|
Nov 04, 2025 Q3 2025 |
4,325
shares
|
$193,414
0.0% of portfolio
|
Q3 2025
Reduced 4.1%
|
|
|
Siemens Fonds Invest Gmb H
Munich, 2M |
Nov 14, 2025 Q3 2025 |
4,309
shares
|
$192,698
0.01% of portfolio
|
Q2 2025
Added 22.66%
|
|
|
Wealthfront Advisers LLC
|
Nov 06, 2025 Q3 2025 |
4,295
shares
|
$192,072
0.0% of portfolio
|
Q3 2025
Reduced 2.5%
|
|
|
D'Orazio & Associates, Inc.
Falls Church, VA |
Nov 07, 2025 Q3 2025 |
4,278
shares
|
$191,312
0.03% of portfolio
|
Q3 2025
Reduced 0.74%
|
|
|
Independent Advisor Alliance
|
Nov 04, 2025 Q3 2025 |
4,225
shares
|
$188,942
0.01% of portfolio
|
Q3 2025
Added 1.98%
|
|
|
Dai Ichi Life Insurance Company, LTD
Tokyo, M0 |
Nov 14, 2025 Q3 2025 |
4,157
shares
|
$185,901
0.01% of portfolio
|
Q2 2025
Reduced 63.03%
|
|
|
Phillips Wealth Planners LLC
Starkville, MS |
Nov 07, 2025 Q3 2025 |
4,077
shares
|
$182,323
0.17% of portfolio
|
Q3 2025
Reduced 6.43%
|
|
|
Pitcairn CO
Jenkintown, PA |
Nov 12, 2025 Q3 2025 |
3,952
shares
|
$176,733
0.02% of portfolio
|
Q3 2025
Reduced 32.01%
|
|
|
Hantz Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
3,714
shares
|
$166,090
0.0% of portfolio
|
Q3 2025
Added 47.67%
|
|
|
Ostrum Asset Management
Paris, I0 |
Nov 14, 2025 Q3 2025 |
3,410
shares
|
$152,495
0.01% of portfolio
|
Q3 2025
Reduced 3.01%
|
|
|
National Bank Of Canada
|
Nov 14, 2025 Q3 2025 |
3,325
shares
|
$148,694
0.0% of portfolio
|
Q3 2025
Reduced 95.68%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Nov 05, 2025 Q3 2025 |
3,003
shares
|
$134,294
0.01% of portfolio
|
Q3 2025
Added 180.13%
|
|
|
Anchor Investment Management, LLC
Columbia, SC |
Nov 14, 2025 Q3 2025 |
3,000
shares
|
$134,160
0.01% of portfolio
|
Q3 2025
Reduced 81.67%
|
|
|
Fil LTD
Hamilton, D0 |
Nov 13, 2025 Q3 2025 |
2,970
shares
|
$132,818
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Quent Capital, LLC
|
Oct 27, 2025 Q3 2025 |
2,826
shares
|
$126,378
0.01% of portfolio
|
Q3 2025
New holding
|
|
|
Cornerstone Planning Group LLC
Fairfield, NJ |
Nov 04, 2025 Q3 2025 |
2,784
shares
|
$124,500
0.02% of portfolio
|
Q3 2025
Reduced 0.07%
|
|
|
Van Eck Associates Corp
|
Nov 13, 2025 Q3 2025 |
2,753
shares
|
$123,114
0.0% of portfolio
|
Q3 2025
Added 6.05%
|
|