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 616 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 |
|---|---|---|---|---|---|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
23
shares
|
$1,028
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Financial Network Wealth Advisors LLC
Murray, UT |
Oct 27, 2025 Q3 2025 |
23
shares
|
$1,028
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
Nov 14, 2025 Q3 2025 |
20
shares
|
$894
0.0% of portfolio
|
Q4 2023
Reduced 66.1%
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Nov 12, 2025 Q3 2025 |
19
shares
|
$849
0.0% of portfolio
|
Q3 2025
Reduced 13.64%
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
Jan 13, 2026 Q4 2025 |
19
shares
|
$849
0.0% of portfolio
|
Q4 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jan 15, 2026 Q4 2025 |
18
shares
|
$804
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Vermillion & White Wealth Management Group, LLC
Phoenixville, PA |
Nov 25, 2025 Q3 2025 |
18
shares
|
$804
0.0% of portfolio
|
Q3 2025
Reduced 92.91%
|
|
|
Tortoise Investment Management, LLC
|
Nov 13, 2025 Q3 2025 |
17
shares
|
$760
0.0% of portfolio
|
Q3 2025
Reduced 5.56%
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Jan 09, 2026 Q4 2025 |
16
shares
|
$715
0.0% of portfolio
|
Q4 2025
Reduced 46.67%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
16
shares
|
$715
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Rakuten Securities, Inc.
Tokyo, M0 |
Oct 28, 2025 Q3 2025 |
15
shares
|
$670
0.0% of portfolio
|
Q3 2025
Reduced 6.25%
|
|
|
Guerra Advisors Inc
Miami, FL |
Nov 04, 2025 Q3 2025 |
15
shares
|
$670
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Oct 28, 2025 Q3 2025 |
13
shares
|
$581
0.0% of portfolio
|
Q3 2025
Reduced 23.53%
|
|
|
Decision Point Financial, LLC
Mesa, AZ |
Nov 10, 2025 Q3 2025 |
13
shares
|
$581
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Nov 06, 2025 Q3 2025 |
11
shares
|
$491
0.0% of portfolio
|
Q3 2025
Reduced 21.43%
|
|
|
Financial Management Professionals, Inc.
|
Oct 15, 2025 Q3 2025 |
8
shares
|
$357
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Seneschal Advisors, LLC
Tacoma, WA |
Nov 14, 2025 Q3 2025 |
8
shares
|
$357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Transamerica Financial Advisors, Inc.
Clearwater, FL |
Nov 14, 2025 Q3 2025 |
8
shares
|
$357
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Nov 03, 2025 Q3 2025 |
7
shares
|
$313
0.0% of portfolio
|
Q2 2025
Reduced 76.67%
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Nov 04, 2025 Q3 2025 |
7
shares
|
$313
0.0% of portfolio
|
Q3 2025
Reduced 56.25%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
Nov 10, 2025 Q3 2025 |
7
shares
|
$313
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Oct 17, 2025 Q3 2025 |
3
shares
|
$134
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Oct 24, 2025 Q3 2025 |
2
shares
|
$89
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Turning Point Benefit Group, Inc.
Frederick, MD |
Nov 14, 2025 Q3 2025 |
1
shares
|
$44
0.0% of portfolio
|
Q3 2025
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
Aug 12, 2025 Q2 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q2 2025
New holding
|
|