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 |
|---|---|---|---|---|---|
|
Park Place Capital Corp
Birmingham, AL |
Jul 17, 2025 Q2 2025 |
21
shares
|
$1,151
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Wealth Trak Capital Management LLC
Virginia Beach, VA |
May 15, 2025 Q1 2025 |
20
shares
|
$1,096
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Glen Eagle Advisors, LLC
Kingston, NJ |
May 15, 2025 Q1 2025 |
20
shares
|
$1,096
0.0% of portfolio
|
Q4 2023
Reduced 66.1%
|
|
|
Ameritas Advisory Services, LLC
Lincoln, NE |
Jul 21, 2025 Q2 2025 |
19
shares
|
$1,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Stephens Consulting, LLC
Flint, MI |
Jul 25, 2025 Q2 2025 |
19
shares
|
$1,041
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Tortoise Investment Management, LLC
|
Aug 08, 2025 Q2 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Trifecta Capital Advisors, LLC
Northbrook, IL |
Jul 23, 2025 Q2 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Highline Wealth Partners LLC
Sherman Oaks, CA |
Jul 16, 2025 Q2 2025 |
18
shares
|
$987
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
American Capital Advisory, LLC
Ketchum, ID |
Aug 05, 2025 Q2 2025 |
17
shares
|
$932
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Sbi Securities Co., Ltd.
Tokyo, M0 |
Aug 07, 2025 Q2 2025 |
16
shares
|
$877
0.0% of portfolio
|
Q2 2025
Reduced 5.88%
|
|
|
Parkworth Wealth Management, Inc.
Los Gatos, CA |
Aug 13, 2025 Q2 2025 |
16
shares
|
$877
0.0% of portfolio
|
Q2 2025
Added 60.0%
|
|
|
Arlington Trust CO LLC
Birmingham, AL |
Jul 08, 2025 Q2 2025 |
15
shares
|
$822
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Garde Capital, Inc.
Seattle, WA |
Jul 03, 2025 Q2 2025 |
15
shares
|
$822
0.0% of portfolio
|
Q1 2025
New holding
|
|
|
Advisors Asset Management, Inc.
Monument, CO |
Aug 12, 2025 Q2 2025 |
14
shares
|
$767
0.0% of portfolio
|
Q2 2025
Reduced 98.46%
|
|
|
Riggs Asset Managment Co. Inc.
|
Aug 13, 2025 Q2 2025 |
12
shares
|
$658
0.0% of portfolio
|
Q2 2024
New holding
|
|
|
Core Cap Advisors, LLC
Southfield, MI |
May 09, 2025 Q1 2025 |
11
shares
|
$603
0.0% of portfolio
|
Q1 2025
Added 83.33%
|
|
|
Financial Management Professionals, Inc.
|
Jul 15, 2025 Q2 2025 |
8
shares
|
$438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Org Wealth Partners, LLC
Dallas, TX |
Jul 16, 2025 Q2 2025 |
8
shares
|
$438
0.0% of portfolio
|
Q2 2025
New holding
|
|
|
Principia Wealth Advisory, LLC
Dallas, TX |
Apr 11, 2025 Q1 2025 |
8
shares
|
$438
0.0% of portfolio
|
Q1 2025
Added 33.33%
|
|
|
Ross\Johnson & Associates LLC
Plymouth, MN |
May 16, 2025 Q1 2025 |
7
shares
|
$383
0.01% of portfolio
|
Q1 2025
New holding
|
|
|
Private Wealth Asset Management, LLC
Cedar Rapids, IA |
Jul 28, 2025 Q2 2025 |
7
shares
|
$383
0.0% of portfolio
|
Q2 2025
Reduced 76.67%
|
|
|
Private Wealth Management Group, LLC
Princeton, NJ |
Jul 29, 2025 Q2 2025 |
3
shares
|
$164
0.0% of portfolio
|
Q3 2024
New holding
|
|
|
Tfc Financial Management
|
Jul 29, 2025 Q2 2025 |
2
shares
|
$109
0.0% of portfolio
|
Q1 2024
New holding
|
|
|
Quaker Wealth Management, LLC
|
Aug 01, 2025 Q2 2025 |
1
shares
|
$54
0.0% of portfolio
|
Q2 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
|