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 637 institutions that hold shares in the stock, with a total of 281 Million shares, which have been reported (via 13F filing form) to have a value of $14.9 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|
Fortitude Family Office, LLC
Scottsdale, AZ |
Jul 14, 2025 Q2 2025 |
199
shares
|
$10,568
0.0% of portfolio
|
Q2 2025
Added 29.22%
|
|
|
Wealth Collab, LLC
Bellevue, WA |
May 14, 2025 Q1 2025 |
178
shares
|
$9,453
0.01% of portfolio
|
Q4 2024
Reduced 20.18%
|
|
|
Continuum Advisory, LLC
Eagle, ID |
Apr 22, 2025 Q1 2025 |
176
shares
|
$9,347
0.0% of portfolio
|
Q1 2025
Reduced 68.9%
|
|
|
Huntington National Bank
Columbus, OH |
Aug 05, 2025 Q2 2025 |
161
shares
|
$8,550
0.0% of portfolio
|
Q1 2025
Reduced 39.02%
|
|
|
High Note Wealth, LLC
Deephaven, MN |
Jul 23, 2025 Q2 2025 |
150
shares
|
$7,966
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Gfg Capital, LLC
|
Jul 24, 2025 Q2 2025 |
134
shares
|
$7,116
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trust CO Of Vermont
|
Jul 18, 2025 Q2 2025 |
127
shares
|
$6,744
0.0% of portfolio
|
Q1 2025
Reduced 6.62%
|
|
|
Saudi Central Bank
Riyadh, T0 |
May 15, 2025 Q1 2025 |
123
shares
|
$6,532
0.03% of portfolio
|
Q1 2025
New holding
|
|
|
Dogwood Wealth Management LLC
Lenexa, KS |
Jul 18, 2025 Q2 2025 |
117
shares
|
$6,213
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Colonial Trust Advisors
Spartanburg, SC |
May 13, 2025 Q1 2025 |
100
shares
|
$5,311
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Img Wealth Management, Inc.
Jacksonville, FL |
Jul 30, 2025 Q2 2025 |
99
shares
|
$5,257
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Abich Financial Wealth Management LLC
Ashburn, VA |
Oct 25, 2024 Q3 2024 |
95
shares
|
$5,045
0.01% of portfolio
|
Q3 2024
New holding
|
|
|
Iag Wealth Partners, LLC
|
Apr 16, 2025 Q1 2025 |
94
shares
|
$4,992
0.0% of portfolio
|
Q1 2025
Reduced 34.72%
|
|
|
Private Ocean, LLC
|
Jul 30, 2024 Q2 2024 |
94
shares
|
$4,992
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Jackson, Grant Investment Advisers, Inc.
|
Jul 17, 2025 Q2 2025 |
90
shares
|
$4,779
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Bell Investment Advisors, Inc
Oakland, CA |
Aug 08, 2025 Q2 2025 |
88
shares
|
$4,673
0.0% of portfolio
|
Q4 2024
Reduced 47.93%
|
|
|
Td Private Client Wealth LLC
New York, NY |
Jul 15, 2025 Q2 2025 |
87
shares
|
$4,620
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
May 16, 2025 Q1 2025 |
80
shares
|
$4,248
0.0% of portfolio
|
Q4 2024
Reduced 88.64%
|
|
|
Webster Bank, N. A.
|
Jul 08, 2025 Q2 2025 |
78
shares
|
$4,142
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Motco
|
Aug 01, 2025 Q2 2025 |
73
shares
|
$3,877
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cibc Private Wealth Group, LLC
|
May 14, 2025 Q1 2025 |
71
shares
|
$3,770
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Sachetta, LLC
Lynnfield, MA |
Jul 23, 2025 Q2 2025 |
70
shares
|
$3,717
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Coston, Mc Isaac & Partners
Bar Harbor, ME |
Aug 12, 2025 Q2 2025 |
70
shares
|
$3,717
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
68
shares
|
$3,611
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Aug 08, 2025 Q2 2025 |
67
shares
|
$3,558
0.0% of portfolio
|
Q1 2025
New holding
|