Equus Total Return, Inc. (EQS) Institutional Ownership

Ownership Summary

Equus Total Return, Inc. (NYSE:EQS) showed up in the 13F filings of 10 institutional investors as of December 2025.

• Their combined ownership stood at 1.1% of outstanding shares in December 2025, up from 1.1% in September 2025.
• Their total shares held in EQS increased 0.61% quarter over quarter, and separately, investors owning Equus Total Return stayed flat from a year ago.
• Of these 10 holders, 3 added to their stakes in Equus Total Return, 1 trimmed positions, and 6 made no changes.
• Altogether, these fund groups held 149.37K shares in EQS by December 2025, up by 910 shares quarter on quarter, and down 42.48K shares year over year.
• Morgan Stanley leads ownership in EQS with 35.67K shares as of December 31, 2025, equal to 0.26% of outstanding shares.
• The biggest buyers of Equus Total Return for the quarter ending December 2025 included CITADEL ADVISORS LLC (23.88K), MSH Capital Advisors LLC (5.0K), UBS Group AG (739).
• The biggest sellers of Equus Total Return for the quarter ending December 2025 included SHUFRO ROSE & CO LLC (28.71K).
• Per Business Quant, the top 10 investors in EQS for the quarter ending December 2025 include Morgan Stanley (35.67K), SHUFRO ROSE & CO LLC (31.29K), CITADEL ADVISORS LLC (23.88K), MSH Capital Advisors LLC (21.67K), SCHWARZ DYGOS WHEELER INVESTMENT ADVISORS LLC (20.0K), BLUE BELL PRIVATE WEALTH MANAGEMENT, LLC (9.1K), OSAIC HOLDINGS, INC. (4.22K), NBC SECURITIES, INC. (2.8K), UBS Group AG (739), Wells Fargo & Company/Mn (1).