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 620 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 |
|---|---|---|---|---|---|
|
Org Wealth Partners, LLC
Dallas, TX |
Oct 24, 2025 Q3 2025 |
272
shares
|
$12,163
0.0% of portfolio
|
Q3 2025
Added 3300.0%
|
|
|
Washington Trust Advisors, Inc.
|
Nov 10, 2025 Q3 2025 |
271
shares
|
$12,119
0.0% of portfolio
|
Q3 2025
Reduced 4.24%
|
|
|
Jfs Wealth Advisors, LLC
|
Nov 10, 2025 Q3 2025 |
260
shares
|
$11,627
0.0% of portfolio
|
Q4 2024
Added 1.56%
|
|
|
Farmers & Merchants Investments Inc
|
Oct 17, 2025 Q3 2025 |
250
shares
|
$11,180
0.0% of portfolio
|
Q3 2025
Added 2.88%
|
|
|
Harbor Investment Advisory, LLC
|
Oct 27, 2025 Q3 2025 |
235
shares
|
$10,509
0.0% of portfolio
|
Q3 2023
Reduced 3.69%
|
|
|
Whittier Trust CO
|
Oct 31, 2025 Q3 2025 |
230
shares
|
$10,285
0.0% of portfolio
|
Q2 2025
Reduced 47.61%
|
|
|
Clearstead Trust, LLC
Portland, ME |
Nov 10, 2025 Q3 2025 |
217
shares
|
$9,704
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Oct 17, 2025 Q3 2025 |
206
shares
|
$9,212
0.0% of portfolio
|
Q3 2025
Added 3.52%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
Nov 13, 2025 Q3 2025 |
178
shares
|
$7,960
0.0% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Manchester Capital Management LLC
Manchester, VT |
Nov 14, 2025 Q3 2025 |
170
shares
|
$7,602
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Huntington National Bank
Columbus, OH |
Nov 12, 2025 Q3 2025 |
161
shares
|
$7,199
0.0% of portfolio
|
Q1 2025
Reduced 39.02%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
Nov 10, 2025 Q3 2025 |
158
shares
|
$7,065
0.0% of portfolio
|
Q3 2025
Reduced 79.97%
|
|
|
Meeder Asset Management Inc
|
Oct 24, 2025 Q3 2025 |
151
shares
|
$6,752
0.0% of portfolio
|
Q3 2025
Reduced 65.53%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Nov 03, 2025 Q3 2025 |
150
shares
|
$6,708
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Bruce G. Allen Investments, LLC
Denver, CO |
Oct 30, 2025 Q3 2025 |
139
shares
|
$6,216
0.01% of portfolio
|
Q3 2025
Reduced 35.65%
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Nov 10, 2025 Q3 2025 |
129
shares
|
$5,768
0.0% of portfolio
|
Q3 2025
Added 10.26%
|
|
|
Trust CO Of Vermont
|
Oct 14, 2025 Q3 2025 |
127
shares
|
$5,679
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Aug 19, 2025 Q2 2025 |
122
shares
|
$5,455
0.0% of portfolio
|
Q2 2025
Added 52.5%
|
|
|
Ancora Advisors, LLC
Cleveland, OH |
Nov 14, 2025 Q3 2025 |
117
shares
|
$5,232
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
Nov 10, 2025 Q3 2025 |
100
shares
|
$4,472
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Nov 05, 2025 Q3 2025 |
99
shares
|
$4,427
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Iag Wealth Partners, LLC
|
Nov 12, 2025 Q3 2025 |
94
shares
|
$4,203
0.0% of portfolio
|
Q1 2025
Reduced 34.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
94
shares
|
$4,203
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Larson Financial Group LLC
|
Nov 14, 2025 Q3 2025 |
90
shares
|
$4,024
0.0% of portfolio
|
Q3 2025
Added 45.16%
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Nov 10, 2025 Q3 2025 |
90
shares
|
$4,024
0.0% of portfolio
|
Q3 2023
New holding
|
|