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 542 institutions that hold shares in the stock, with a total of 273 Million shares, which have been reported (via 13F filing form) to have a value of $14.6 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Exchange Traded Concepts, LLC
|
Jan 21, 2025 Q4 2024 |
253
shares
|
$13,573
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Harbor Investment Advisory, LLC
|
Jan 16, 2025 Q4 2024 |
235
shares
|
$12,607
0.0% of portfolio
|
Q3 2023
Reduced 3.69%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 14, 2024 Q3 2024 |
223
shares
|
$11,963
0.01% of portfolio
|
Q4 2023
New holding
|
|
|
Meeder Asset Management Inc
|
Nov 07, 2024 Q3 2024 |
216
shares
|
$11,588
0.0% of portfolio
|
Q3 2024
Added 4.35%
|
|
|
Venturi Wealth Management, LLC
Austin, TX |
Jan 31, 2025 Q4 2024 |
185
shares
|
$9,925
0.0% of portfolio
|
Q3 2024
Reduced 25.1%
|
|
|
Hemington Wealth Management
|
Jan 29, 2025 Q4 2024 |
176
shares
|
$9,442
0.0% of portfolio
|
Q4 2024
Added 54.39%
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jan 08, 2025 Q4 2024 |
154
shares
|
$8,262
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Jan 10, 2025 Q4 2024 |
146
shares
|
$7,832
0.01% of portfolio
|
Q4 2024
Reduced 5.19%
|
|
|
Iag Wealth Partners, LLC
|
Oct 29, 2024 Q3 2024 |
144
shares
|
$7,725
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Trust CO Of Vermont
|
Jan 15, 2025 Q4 2024 |
136
shares
|
$7,296
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 14, 2024 Q3 2024 |
116
shares
|
$6,223
0.0% of portfolio
|
Q3 2024
Added 1557.14%
|
|
|
Farmers & Merchants Investments Inc
|
Jan 28, 2025 Q4 2024 |
100
shares
|
$5,365
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
95
shares
|
$5,096
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
94
shares
|
$5,043
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
South State Corp
|
Nov 08, 2024 Q3 2024 |
93
shares
|
$4,989
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jan 27, 2025 Q4 2024 |
90
shares
|
$4,828
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Feb 07, 2025 Q4 2024 |
88
shares
|
$4,721
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jan 21, 2025 Q4 2024 |
85
shares
|
$4,560
0.0% of portfolio
|
Q4 2024
Reduced 13.27%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Feb 05, 2025 Q4 2024 |
80
shares
|
$4,292
0.0% of portfolio
|
Q4 2024
Reduced 88.64%
|
|
|
Parkside Financial Bank & Trust
|
Feb 05, 2025 Q4 2024 |
74
shares
|
$3,970
0.0% of portfolio
|
Q2 2024
Added 2.78%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Nov 18, 2024 Q3 2024 |
73
shares
|
$3,916
0.0% of portfolio
|
Q3 2024
Added 65.91%
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jan 21, 2025 Q4 2024 |
70
shares
|
$3,755
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Jan 23, 2025 Q4 2024 |
70
shares
|
$3,755
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
68
shares
|
$3,648
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Bokf, Na
Tulsa, OK |
Nov 14, 2024 Q3 2024 |
65
shares
|
$3,487
0.0% of portfolio
|
Q1 2024
Reduced 82.09%
|