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 557 institutions that hold shares in the stock, with a total of 291 Million shares, which have been reported (via 13F filing form) to have a value of $15.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Principal Securities, Inc.
Des Moines, IA |
Jan 30, 2025 Q4 2024 |
1,805
shares
|
$96,838
0.0% of portfolio
|
Q4 2024
Added 82.69%
|
|
|
Smartleaf Asset Management LLC
Boston, MA |
Feb 05, 2025 Q4 2024 |
1,707
shares
|
$91,580
0.01% of portfolio
|
Q4 2024
Added 31.51%
|
|
|
Massmutual Trust CO Fsb
|
Jan 16, 2025 Q4 2024 |
1,689
shares
|
$90,614
0.0% of portfolio
|
Q4 2024
Added 298.35%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,649
shares
|
$88,468
0.0% of portfolio
|
Q1 2024
Added 1321.55%
|
|
|
Quadrant Capital Group LLC
Cincinnati, OH |
Feb 12, 2025 Q4 2024 |
1,593
shares
|
$85,464
0.01% of portfolio
|
Q4 2024
Reduced 4.32%
|
|
|
Rise Advisors, LLC
|
Jan 07, 2025 Q4 2024 |
1,560
shares
|
$83,694
0.04% of portfolio
|
Q4 2024
Reduced 9.57%
|
|
|
Srs Capital Advisors, Inc.
Denver, CO |
Feb 05, 2025 Q4 2024 |
1,477
shares
|
$79,241
0.0% of portfolio
|
Q4 2024
Added 1.3%
|
|
|
Global Retirement Partners, LLC
|
Jan 31, 2025 Q4 2024 |
1,324
shares
|
$71,032
0.0% of portfolio
|
Q4 2024
Reduced 10.48%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 15, 2024 Q3 2024 |
1,209
shares
|
$64,862
0.01% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Feb 07, 2025 Q4 2024 |
1,207
shares
|
$64,755
0.0% of portfolio
|
Q4 2024
Reduced 10.39%
|
|
|
Mizuho Bank, Ltd.
Tokyo, M0 |
Feb 13, 2025 Q4 2024 |
1,130
shares
|
$60,624
0.01% of portfolio
|
Q4 2024
Added 61.43%
|
|
|
Northwestern Mutual Wealth Management CO
|
Feb 11, 2025 Q4 2024 |
1,063
shares
|
$57,029
0.0% of portfolio
|
Q4 2024
Added 10.5%
|
|
|
Lindbrook Capital, LLC
|
Feb 06, 2025 Q4 2024 |
982
shares
|
$52,684
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Nov 13, 2024 Q3 2024 |
863
shares
|
$46,299
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
845
shares
|
$45,334
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Ifp Advisors, Inc
|
Feb 04, 2025 Q4 2024 |
843
shares
|
$45,226
0.0% of portfolio
|
Q4 2024
Added 17.25%
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
817
shares
|
$43,832
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Assetmark, Inc
|
Feb 06, 2025 Q4 2024 |
799
shares
|
$42,866
0.0% of portfolio
|
Q4 2024
Added 33.17%
|
|
|
Covestor LTD
Boston, MA |
Nov 01, 2024 Q3 2024 |
646
shares
|
$34,657
0.02% of portfolio
|
Q3 2024
Added 61.5%
|
|
|
Parallel Advisors, LLC
|
Feb 10, 2025 Q4 2024 |
628
shares
|
$33,692
0.0% of portfolio
|
Q4 2024
Added 0.16%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Nov 15, 2024 Q3 2024 |
605
shares
|
$32,458
0.0% of portfolio
|
Q3 2024
Reduced 14.79%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
553
shares
|
$29,668
0.0% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Mc Ilrath & Eck, LLC
|
Nov 19, 2024 Q3 2024 |
545
shares
|
$29,239
0.0% of portfolio
|
Q3 2024
Added 29.45%
|
|
|
Versant Capital Management, Inc
|
Jan 02, 2025 Q4 2024 |
532
shares
|
$28,541
0.01% of portfolio
|
Q4 2024
Added 195.56%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Feb 10, 2025 Q4 2024 |
517
shares
|
$27,737
0.0% of portfolio
|
Q4 2024
Reduced 0.77%
|