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 618 institutions that hold shares in the stock, with a total of 279 Million shares, which have been reported (via 13F filing form) to have a value of $14.4 Billion.
| Holding | Report Date | shares Held | Holding Value (Reported) | Last Trade | Trade History |
|---|---|---|---|---|---|
|
Bogart Wealth, LLC
|
May 01, 2025 Q1 2025 |
10
shares
|
$518
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
May 05, 2025 Q1 2025 |
10
shares
|
$518
0.0% of portfolio
|
Q4 2024
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8
shares
|
$414
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
7
shares
|
$362
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Creative Financial Designs Inc
|
Apr 23, 2025 Q1 2025 |
5
shares
|
$259
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
May 02, 2025 Q1 2025 |
3
shares
|
$155
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Apr 24, 2025 Q1 2025 |
2
shares
|
$103
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Concourse Financial Group Securities, Inc.
Birmingham, AL |
May 14, 2025 Q1 2025 |
0
shares
|
$0
100.0% of portfolio
|
Q1 2025
New holding
|