Equitable Holdings, Inc. — Institutional Ownership
Which tracked institutions hold EQH, and how they changed the position last quarter. Latest holdings as of Jun 30, 2026. Source: SEC 13-F filings.
37
Funds holding
$2765577688
Total value held
Buying
19 added/new · 18 reduced
| # | Institution | Value | Shares | Δ Shares | Change (QoQ) |
|---|---|---|---|---|---|
| 1 | Blackrock, Inc. | $1136305038 | 25895739 | -1426021 | -5.22% |
| 2 | State Street Corp | $411958428 | 9388296 | -2592879 | -21.64% |
| 3 | Bank Of Montreal /Can/ | $212456501 | 4841762 | -63713 | -1.30% |
| 4 | Morgan Stanley | $146879086 | 3347289 | +286830 | +9.37% |
| 5 | Northern Trust Corp | $143120457 | 3261633 | -570249 | -14.88% |
| 6 | Invesco Ltd. | $134216152 | 3058709 | +3058709 | NEW BUY |
| 7 | Goldman Sachs Group Inc | $116566632 | 2656487 | -319537 | -10.74% |
| 8 | Bank Of New York Mellon Corp | $93471972 | 2130173 | -312525 | -12.79% |
| 9 | Principal Financial Group Inc | $87917960 | 2003499 | +47942 | +2.45% |
| 10 | Ubs Group Ag | $78608123 | 1791434 | +1791434 | NEW BUY |
| 11 | Bank Of America Corp /De/ | $41369285 | 942782 | +53766 | +6.05% |
| 12 | Jpmorgan Chase & Co | $31023634 | 689495 | +217606 | +46.11% |
| 13 | Ameriprise Financial Inc | $23368338 | 532551 | +532551 | NEW BUY |
| 14 | Wells Fargo & Company/Mn | $23339240 | 531888 | -51540 | -8.83% |
| 15 | Raymond James Financial Inc | $16524388 | 376581 | -17747 | -4.50% |
| 16 | Sei Investments Co | $14068662 | 320617 | -245777 | -43.39% |
| 17 | Barclays Plc | $8591091 | 195786 | -184327 | -48.49% |
| 18 | Stifel Financial Corp | $7861004 | 179148 | +179148 | NEW BUY |
| 19 | Prudential Financial Inc | $6517277 | 148525 | -4731 | -3.09% |
| 20 | Franklin Resources Inc | $6421844 | 146350 | -386446 | -72.53% |
| 21 | Fifth Third Bancorp | $4243569 | 96709 | -3411 | -3.41% |
| 22 | Citigroup Inc | $3651618 | 83218 | -315358 | -79.12% |
| 23 | Toronto Dominion Bank | $3093202 | 70492 | +30891 | +78.01% |
| 24 | Allstate Corp | $3044658 | 69386 | +49238 | +244.38% |
| 25 | Royal Bank Of Canada | $2312000 | 52645 | -30027 | -36.32% |
| 26 | Janus Henderson Group Plc | $2279888 | 61432 | +61432 | NEW BUY |
| 27 | M&T Bank Corp | $1658014 | 37786 | -6273 | -14.24% |
| 28 | Federated Hermes, Inc. | $1210561 | 27588 | +27588 | NEW BUY |
| 29 | Jefferies Financial Group Inc. | $1167208 | 26600 | +26600 | NEW BUY |
| 30 | Pnc Financial Services Group, Inc. | $1159554 | 26638 | +998 | +3.89% |
| 31 | Equitable Holdings, Inc. | $774472 | 17650 | -5354 | -23.27% |
| 32 | Us Bancorp \De\ | $373988 | 8523 | -137 | -1.58% |
| 33 | Cullen/Frost Bankers, Inc. | $13603 | 310 | +310 | NEW BUY |
| 34 | Zions Bancorporation, National Association /Ut/ | $7460 | 170 | +170 | NEW BUY |
| 35 | Amalgamated Financial Corp. | $1113 | 36022 | +36022 | NEW BUY |
| 36 | Southstate Bank Corp | $878 | 20 | +20 | NEW BUY |
| 37 | First Horizon Corp | $790 | 18 | +18 | NEW BUY |
Aggregated across tracked institutional filers. Reported quarterly on SEC Form 13-F and may lag. For research only — not investment advice.