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 636 institutions that hold shares in the stock, with a total of 298 Million shares, which have been reported (via 13F filing form) to have a value of $16.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
American Portfolios Advisors
Holbrook, NY |
Mar 17, 2023 Q3 2022 |
1,807
shares
|
$99,095
0.0% of portfolio
|
Q1 2020
Reduced 27.5%
|
|
|
Ever Source Wealth Advisors, LLC
|
Aug 13, 2025 Q2 2025 |
1,784
shares
|
$97,834
0.01% of portfolio
|
Q2 2025
Reduced 38.57%
|
|
|
Zions Bancorporation, N.A.
|
Feb 11, 2025 Q4 2024 |
1,649
shares
|
$90,431
0.0% of portfolio
|
Q1 2024
Added 1321.55%
|
|
|
Ifp Advisors, Inc
|
Jul 24, 2025 Q2 2025 |
1,530
shares
|
$83,905
0.0% of portfolio
|
Q2 2025
Added 57.41%
|
|
|
Mc Ilrath & Eck, LLC
|
May 16, 2025 Q1 2025 |
1,386
shares
|
$76,008
0.01% of portfolio
|
Q4 2024
Added 154.31%
|
|
|
Bank Plus Trust Department
Jackson, MS |
Jul 23, 2025 Q2 2025 |
1,335
shares
|
$73,211
0.02% of portfolio
|
Q2 2025
New holding
|
|
|
Cullen/Frost Bankers, Inc.
|
Jul 30, 2025 Q2 2025 |
1,300
shares
|
$71,292
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Global Retirement Partners, LLC
|
Aug 12, 2025 Q2 2025 |
1,289
shares
|
$70,688
0.0% of portfolio
|
Q2 2025
Reduced 2.64%
|
|
|
Rise Advisors, LLC
|
Jul 08, 2025 Q2 2025 |
1,286
shares
|
$70,524
0.03% of portfolio
|
Q2 2025
Reduced 1.08%
|
|
|
Lri Investments, LLC
Palm Beach Gardens, FL |
Jul 25, 2025 Q2 2025 |
1,209
shares
|
$66,301
0.01% of portfolio
|
Q3 2024
Added 8.72%
|
|
|
Lindbrook Capital, LLC
|
May 05, 2025 Q1 2025 |
982
shares
|
$53,852
0.0% of portfolio
|
Q4 2024
Reduced 2.19%
|
|
|
Geneos Wealth Management Inc.
|
May 21, 2025 Q1 2025 |
882
shares
|
$48,368
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Db Wealth Management Group, LLC
San Diego, CA |
Jan 09, 2024 Q4 2023 |
845
shares
|
$46,339
0.02% of portfolio
|
Q1 2022
New holding
|
|
|
Desjardins Global Asset Management Inc.
Montreal, A8 |
Jan 30, 2024 Q4 2023 |
817
shares
|
$44,804
0.0% of portfolio
|
Q3 2023
New holding
|
|
|
Versant Capital Management, Inc
|
Jul 07, 2025 Q2 2025 |
778
shares
|
$42,665
0.01% of portfolio
|
Q2 2025
Added 18.06%
|
|
|
Optiver Holding B.V.
Amsterdam, P7 |
May 15, 2025 Q1 2025 |
680
shares
|
$37,291
0.0% of portfolio
|
Q1 2025
Added 3677.78%
|
|
|
Orion Capital Management LLC
|
Jul 31, 2025 Q2 2025 |
630
shares
|
$34,549
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Parallel Advisors, LLC
|
Jul 07, 2025 Q2 2025 |
594
shares
|
$32,574
0.0% of portfolio
|
Q2 2025
Reduced 3.26%
|
|
|
Harbour Investments, Inc.
Madison, WI |
Jul 28, 2025 Q2 2025 |
583
shares
|
$31,971
0.0% of portfolio
|
Q2 2025
Added 7.17%
|
|
|
Mai Capital Management
|
May 15, 2025 Q1 2025 |
572
shares
|
$31,368
0.0% of portfolio
|
Q1 2025
Added 8.95%
|
|
|
True Wealth Design, LLC
Akron, OH |
Aug 06, 2025 Q2 2025 |
561
shares
|
$30,765
0.01% of portfolio
|
Q2 2025
Added 592.59%
|
|
|
Clari Vest Asset Management LLC
San Diego, CA |
Nov 12, 2024 Q3 2024 |
553
shares
|
$30,326
0.0% of portfolio
|
Q2 2024
Added 3.95%
|
|
|
Whittier Trust CO Of Nevada Inc
|
Jul 30, 2025 Q2 2025 |
549
shares
|
$30,107
0.0% of portfolio
|
Q2 2025
Added 1.1%
|
|
|
Brown Brothers Harriman & CO
New York, NY |
Aug 11, 2025 Q2 2025 |
529
shares
|
$29,010
0.0% of portfolio
|
Q2 2025
Added 20.23%
|
|
|
Covestor LTD
Boston, MA |
Aug 11, 2025 Q2 2025 |
516
shares
|
$28,297
0.02% of portfolio
|
Q2 2025
Added 5.31%
|