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 |
|---|---|---|---|---|---|
|
Td Private Client Wealth LLC
New York, NY |
Oct 27, 2025 Q3 2025 |
69
shares
|
$3,085
0.0% of portfolio
|
Q3 2025
Reduced 20.69%
|
|
|
Bergan Kdv Wealth Management, LLC
|
Jul 24, 2023 Q2 2023 |
68
shares
|
$3,040
0.0% of portfolio
|
Q2 2020
New holding
|
|
|
Capital Advisors, Ltd. LLC
|
Oct 16, 2025 Q3 2025 |
65
shares
|
$2,906
0.0% of portfolio
|
Q1 2024
Added 306.25%
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jan 15, 2026 Q4 2025 |
60
shares
|
$2,683
0.0% of portfolio
|
Q4 2025
Reduced 1.64%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Oct 28, 2025 Q3 2025 |
57
shares
|
$2,549
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Cloud Capital Management, LLC
Seattle, WA |
Nov 03, 2025 Q3 2025 |
57
shares
|
$2,549
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Spire Wealth Management
|
Jan 14, 2026 Q4 2025 |
54
shares
|
$2,414
0.0% of portfolio
|
Q4 2025
Reduced 3.57%
|
|
|
Uma Financial Services, Inc.
|
Nov 04, 2025 Q3 2025 |
52
shares
|
$2,325
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Halbert Hargrove Global Advisors, LLC
|
Oct 16, 2025 Q3 2025 |
52
shares
|
$2,325
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Oct 21, 2025 Q3 2025 |
50
shares
|
$2,236
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Nov 14, 2025 Q3 2025 |
46
shares
|
$2,057
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Rossby Financial, Lcc
Melbourne, FL |
Nov 10, 2025 Q3 2025 |
45
shares
|
$2,012
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Cape Investment Advisory, Inc.
Mcdonough, GA |
Dec 29, 2025 Q3 2025 |
44
shares
|
$1,967
0.0% of portfolio
|
Q3 2025
Reduced 63.93%
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Oct 23, 2025 Q3 2025 |
44
shares
|
$1,967
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Advisor Net Financial, Inc
|
Oct 09, 2025 Q3 2025 |
40
shares
|
$1,788
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$1,699
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Avion Wealth
The Woodlands, TX |
Oct 24, 2025 Q3 2025 |
37
shares
|
$1,654
0.0% of portfolio
|
Q3 2025
Reduced 19.57%
|
|
|
Quaker Wealth Management, LLC
|
Nov 05, 2025 Q3 2025 |
34
shares
|
$1,520
0.0% of portfolio
|
Q3 2025
Added 3300.0%
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
34
shares
|
$1,520
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Nov 10, 2025 Q3 2025 |
30
shares
|
$1,341
0.0% of portfolio
|
Q2 2025
Added 76.47%
|
|
|
Activest Wealth Management
|
Nov 03, 2025 Q3 2025 |
28
shares
|
$1,252
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bay Harbor Wealth Management, LLC
|
Oct 09, 2025 Q3 2025 |
27
shares
|
$1,207
0.0% of portfolio
|
Q3 2025
Added 22.73%
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$1,118
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Aug 14, 2025 Q2 2025 |
24
shares
|
$1,073
0.0% of portfolio
|
Q2 2025
Added 200.0%
|
|
|
Country Trust Bank
|
Oct 28, 2025 Q3 2025 |
24
shares
|
$1,073
0.0% of portfolio
|
Q3 2025
New holding
|
|