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 |
|---|---|---|---|---|---|
|
Capital Advisors, Ltd. LLC
|
Jul 24, 2025 Q2 2025 |
65
shares
|
$3,564
0.0% of portfolio
|
Q1 2024
Added 306.25%
|
|
|
Westend Capital Management, LLC
Sausalito, CA |
Jul 14, 2025 Q2 2025 |
64
shares
|
$3,509
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Di Nuzzo Private Wealth, Inc.
Beaver, PA |
Jul 17, 2025 Q2 2025 |
62
shares
|
$3,400
0.0% of portfolio
|
Q2 2025
Reduced 1.59%
|
|
|
Allworth Financial LP
|
Aug 07, 2025 Q2 2025 |
62
shares
|
$3,400
0.0% of portfolio
|
Q1 2025
Added 12.73%
|
|
|
Larson Financial Group LLC
|
Aug 08, 2025 Q2 2025 |
62
shares
|
$3,400
0.0% of portfolio
|
Q2 2025
Reduced 38.0%
|
|
|
Valued Wealth Advisors LLC
Holladay, UT |
Aug 06, 2025 Q2 2025 |
57
shares
|
$3,125
0.0% of portfolio
|
Q2 2025
Added 1.79%
|
|
|
Spire Wealth Management
|
Aug 04, 2025 Q2 2025 |
54
shares
|
$2,961
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Uma Financial Services, Inc.
|
Jul 11, 2025 Q2 2025 |
52
shares
|
$2,851
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sjs Investment Consulting Inc.
Sylvania, OH |
Jul 15, 2025 Q2 2025 |
50
shares
|
$2,742
0.0% of portfolio
|
Q2 2025
Reduced 41.18%
|
|
|
Hughes Financial Services, LLC
Herndon, VA |
Aug 07, 2025 Q2 2025 |
46
shares
|
$2,522
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Avion Wealth
The Woodlands, TX |
Jul 30, 2025 Q2 2025 |
46
shares
|
$2,522
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cromwell Holdings LLC
Jackson, WY |
Jul 21, 2025 Q2 2025 |
44
shares
|
$2,412
0.0% of portfolio
|
Q2 2025
Added 175.0%
|
|
|
Advisor Net Financial, Inc
|
Jul 14, 2025 Q2 2025 |
40
shares
|
$2,193
0.0% of portfolio
|
Q2 2025
Reduced 4.76%
|
|
|
Kayne Anderson Rudnick Investment Management LLC
Los Angeles, CA |
Aug 13, 2025 Q2 2025 |
39
shares
|
$2,138
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Cassady Schiller Wealth Management, LLC
Cincinnati, OH |
Feb 10, 2025 Q4 2024 |
38
shares
|
$2,083
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Beaird Harris Wealth Management, LLC
Dallas, TX |
May 15, 2025 Q1 2025 |
37
shares
|
$2,029
0.0% of portfolio
|
Q4 2023
New holding
|
|
|
Scarborough Advisors, LLC
Annapolis, MD |
Aug 05, 2025 Q2 2025 |
34
shares
|
$1,864
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Bare Financial Services, Inc
Gap, PA |
Aug 13, 2025 Q2 2025 |
30
shares
|
$1,645
0.0% of portfolio
|
Q2 2025
Added 76.47%
|
|
|
Activest Wealth Management
|
Jul 29, 2025 Q2 2025 |
28
shares
|
$1,535
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Fieldpoint Private Securities, LLC
|
Aug 05, 2022 Q2 2022 |
25
shares
|
$1,371
0.0% of portfolio
|
Q2 2022
New holding
|
|
|
Rialto Wealth Management, LLC
Syracuse, NY |
Aug 06, 2025 Q2 2025 |
24
shares
|
$1,316
0.0% of portfolio
|
Q2 2025
Reduced 36.84%
|
|
|
Baldrige Asset Management LLC
|
Apr 17, 2023 Q1 2023 |
23
shares
|
$1,261
0.0% of portfolio
|
Q1 2023
New holding
|
|
|
Hfm Investment Advisors, LLC
Glassboro, NJ |
Jul 22, 2025 Q2 2025 |
22
shares
|
$1,206
0.0% of portfolio
|
Q2 2025
Added 100.0%
|
|
|
Bay Harbor Wealth Management, LLC
|
Jul 22, 2025 Q2 2025 |
22
shares
|
$1,206
0.0% of portfolio
|
Q2 2025
Added 83.33%
|
|
|
Nova Wealth Management, Inc.
Bonita Springs, FL |
Jul 07, 2025 Q2 2025 |
21
shares
|
$1,151
0.0% of portfolio
|
Q2 2025
New holding
|