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 |
|---|---|---|---|---|---|
|
Steward Partners Investment Advisory, LLC
|
Nov 12, 2025 Q3 2025 |
2,750
shares
|
$122,980
0.0% of portfolio
|
Q3 2025
Reduced 2.34%
|
|
|
Principal Securities, Inc.
Des Moines, IA |
Nov 12, 2025 Q3 2025 |
2,703
shares
|
$120,878
0.0% of portfolio
|
Q3 2025
Reduced 9.66%
|
|
|
Farther Finance Advisors, LLC
San Francisco, CA |
Oct 14, 2025 Q3 2025 |
2,565
shares
|
$114,706
0.0% of portfolio
|
Q3 2025
Added 1.3%
|
|
|
Parkside Financial Bank & Trust
|
Oct 30, 2025 Q3 2025 |
2,499
shares
|
$111,755
0.01% of portfolio
|
Q3 2025
Reduced 0.16%
|
|
|
Ifp Advisors, Inc
|
Dec 02, 2025 Q3 2025 |
2,486
shares
|
$111,173
0.0% of portfolio
|
Q3 2025
Added 62.48%
|
|
|
Sit Investment Associates Inc
Minneapolis, MN |
Nov 13, 2025 Q3 2025 |
2,450
shares
|
$109,564
0.0% of portfolio
|
Q4 2024
Reduced 11.23%
|
|
|
Northwestern Mutual Wealth Management CO
|
Nov 14, 2025 Q3 2025 |
2,025
shares
|
$90,558
0.0% of portfolio
|
Q3 2025
Reduced 44.35%
|
|
|
Cibc Private Wealth Group, LLC
|
Nov 21, 2025 Q3 2025 |
1,914
shares
|
$85,594
0.0% of portfolio
|
Q3 2025
Added 2595.77%
|
|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,807
shares
|
$80,809
0.0% of portfolio
|
Q1 2020
Reduced 27.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
1,793
shares
|
$80,182
0.0% of portfolio
|
Q3 2025
Added 0.5%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,649
shares
|
$73,743
0.0% of portfolio
|
Q1 2024
Added 1321.55%
|
|
|
Massmutual Trust CO Fsb
|
Jan 07, 2026 Q4 2025 |
1,647
shares
|
$73,653
0.0% of portfolio
|
Q4 2025
Reduced 11.97%
|
|
|
Ronald Blue Trust, Inc.
Brentwood, TN |
Jan 16, 2026 Q4 2025 |
1,647
shares
|
$73,653
0.0% of portfolio
|
Q4 2025
Reduced 1.73%
|
|
|
Cullen/Frost Bankers, Inc.
|
Oct 31, 2025 Q3 2025 |
1,300
shares
|
$58,136
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Rise Advisors, LLC
|
Oct 08, 2025 Q3 2025 |
1,289
shares
|
$57,644
0.03% of portfolio
|
Q3 2025
Added 0.23%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Nov 03, 2025 Q3 2025 |
1,209
shares
|
$54,066
0.01% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Colonial Trust CO / Sc
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
1,035
shares
|
$46,285
0.01% of portfolio
|
Q3 2025
Reduced 74.35%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
982
shares
|
$43,915
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
845
shares
|
$37,788
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Wealthspire Advisors, LLC
New York, NY |
Nov 13, 2025 Q3 2025 |
818
shares
|
$36,580
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
817
shares
|
$36,536
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Caitong International Asset Management Co., LTD
Hong Kong, K3 |
Nov 19, 2025 Q3 2025 |
750
shares
|
$33,540
0.03% of portfolio
|
Q3 2025
New holding
|
|
|
Mai Capital Management
|
Nov 10, 2025 Q3 2025 |
721
shares
|
$32,243
0.0% of portfolio
|
Q3 2025
Added 26.05%
|
|
|
Root Financial Partners, LLC
Solana Beach, CA |
Oct 29, 2025 Q3 2025 |
710
shares
|
$31,751
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Oct 21, 2025 Q3 2025 |
692
shares
|
$30,946
0.0% of portfolio
|
Q3 2025
Reduced 46.31%
|
|