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Equitable (EQH) Institutional Ownership

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$48.66 -0.93 (-1.88%)
Closing price 03:59 PM Eastern
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$48.66 0.00 (-0.01%)
As of 05:59 PM Eastern
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Institutional Ownership Changes (13F Filings) for Equitable (NYSE:EQH)

Current
Institutional Ownership
Percentage
92.70%
Number of
Institutional Buyers
(last 12 months)
396
Total
Institutional Inflows
(last 12 months)
$4.50B
Number of
Institutional Sellers
(last 12 months)
270
Total
Institutional Outflows
(last 12 months)
$2.61B
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EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/15/2025CWM LLC14,366$730K0.0%-3.5%0.005%
10/15/2025Pacer Advisors Inc.39,898$2.03M0.0%+157.5%0.013%
10/15/2025Swedbank AB722,687$36.70M0.0%+0.1%0.241%
10/15/2025Net Worth Advisory Group5,396$274K0.1%N/A0.002%
10/14/2025 Yousif Capital Management LLC97,885$4.97M0.1%-8.4%0.033%
10/10/2025 Wedge Capital Management L L P NC69,393$3.52M0.1%+3.0%0.023%
10/10/2025 Benson Investment Management Company Inc.104,242$5.29M1.8%-6.8%0.035%
10/9/2025 Board of the Pension Protection Fund23,900$1.21M1.2%-15.5%0.008%
10/9/2025 U.S. Capital Wealth Advisors LLC47,704$2.42M0.1%-5.6%0.016%
10/9/2025 Voya Investment Management LLC306,574$15.57M0.0%-31.4%0.102%
10/9/2025 Dynamic Advisor Solutions LLC64,668$3.28M0.1%+5.0%0.022%
10/8/2025 Hilltop National Bank721$37K0.0%N/A0.000%
10/7/2025 Assenagon Asset Management S.A.11,964$608K0.0%-88.6%0.004%
10/7/2025 Carolina Wealth Advisors LLC34,182$1.74M0.7%+28.2%0.011%
9/26/2025Corient Private Wealth LLC38,520$2.16M0.0%-18.8%0.013%
9/24/2025Texas Permanent School Fund Corp122,901$6.90M0.1%-17.1%0.041%
9/4/2025Osaic Holdings Inc.7,236$406K0.0%+35.0%0.002%
8/27/2025Orion Porfolio Solutions LLC32,704$1.84M0.0%+103.2%0.011%
8/26/2025Thrivent Financial for Lutherans135,371$7.59M0.0%-44.1%0.045%
8/19/2025Advisory Services Network LLC28,920$1.49M0.0%+191.6%0.010%
8/19/2025Pitcairn Co.5,813$326K0.0%-10.0%0.002%
8/18/2025Hudson Bay Capital Management LP85,019$4.77M0.0%-85.0%0.028%
8/18/2025Caxton Associates LLP96,455$5.41M0.1%+1,000.8%0.032%
8/16/2025FORA Capital LLC6,192$347K0.0%-69.5%0.002%
8/16/2025Headlands Technologies LLC485$27K0.0%-88.7%0.000%
8/15/2025CANADA LIFE ASSURANCE Co430,241$24.16M0.0%-9.1%0.144%
8/15/2025Tower Research Capital LLC TRC 11,547$648K0.0%-17.8%0.004%
8/15/2025Captrust Financial Advisors6,333$355K0.0%-8.3%0.002%
8/15/2025Vident Advisory LLC101,607$5.70M0.1%-9.3%0.034%
8/15/2025Smartleaf Asset Management LLC1,072$60K0.0%-42.9%0.000%
8/15/2025Snowden Capital Advisors LLC9,990$560K0.0%+128.6%0.003%
8/15/2025Royal London Asset Management Ltd.129,808$7.28M0.0%-6.4%0.043%
8/15/2025Redwood Investment Management LLC1,313$74K0.0%-94.8%0.000%
8/15/2025Orion Porfolio Solutions LLC19,777$1.11M0.0%+22.9%0.007%
8/15/2025Man Group plc1,768,684$99.22M0.2%+122.8%0.590%
8/15/2025Meiji Yasuda Asset Management Co Ltd.8,478$476K0.0%-32.0%0.003%
8/15/2025Lazard Asset Management LLC444,635$24.94M0.0%+20.1%0.148%
8/15/2025London Co. of Virginia29,121$1.63M0.0%N/A0.010%
8/15/2025HRT Financial LP84,248$4.73M0.0%-85.7%0.028%
8/15/2025Hudson Bay Capital Management LP85,019$4.77M0.0%-85.0%0.028%
8/15/2025Engineers Gate Manager LP12,983$728K0.0%-48.8%0.004%
8/15/2025BI Asset Management Fondsmaeglerselskab A S92,182$5.17M0.1%-53.4%0.031%
8/15/2025BNP Paribas Financial Markets442,016$24.80M0.0%+148.0%0.148%
8/15/2025Bridgeway Capital Management LLC43,800$2.46M0.1%N/A0.015%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp48,279$2.71M0.0%-19.5%0.016%
8/15/2025Brevan Howard Capital Management LP54,479$3.06M0.0%-37.1%0.018%
8/15/2025Bank of America Corp DE944,372$52.98M0.0%-0.4%0.315%
8/15/2025Ameriprise Financial Inc.905,086$50.78M0.0%-11.1%0.302%
8/15/2025AQR Capital Management LLC1,216,281$68.23M0.1%-36.3%0.406%
8/14/2025Basswood Capital Management L.L.C.247,122$13.86M0.6%N/A0.083%
8/14/2025Lighthouse Investment Partners LLC46,435$2.61M0.1%-60.1%0.016%
8/14/2025California State Teachers Retirement System584,409$32.79M0.0%-4.2%0.195%
8/14/2025Raymond James Financial Inc.806,079$45.22M0.0%+5.0%0.269%
8/14/2025Canada Pension Plan Investment Board17,616,671$988.30M0.8%-6.1%5.881%
8/14/2025Soros Fund Management LLC86,500$4.85M0.1%+130.7%0.029%
8/14/2025Quantinno Capital Management LP76,418$4.29M0.0%+36.1%0.026%
8/14/2025Alliancebernstein L.P.312,003$17.50M0.0%-0.9%0.104%
8/14/2025The Manufacturers Life Insurance Company 655,742$36.79M0.0%+0.8%0.219%
8/14/2025Sei Investments Co.626,017$35.12M0.0%+45.8%0.209%
8/14/2025Qube Research & Technologies Ltd291,126$16.33M0.0%+1,126.5%0.097%
8/14/2025Investment Management Corp of Ontario7,537$423K0.0%-84.2%0.003%
8/14/2025AXA S.A.33,918$1.90M0.0%-61.2%0.011%
8/14/2025State Street Corp12,330,318$691.73M0.0%-4.0%4.116%
8/14/2025Daiwa Securities Group Inc.32,893$1.85M0.0%-19.2%0.011%
8/14/2025L2 Asset Management LLC11,385$639K0.1%N/A0.004%
8/14/2025Natixis654,197$36.70M0.2%+138.2%0.218%
8/14/2025Bank of Nova Scotia144,352$8.10M0.0%-21.7%0.048%
8/14/2025California Public Employees Retirement System594,949$33.38M0.0%+6.0%0.199%
8/14/2025Callodine Capital Management LP739,843$41.51M4.3%+131.0%0.247%
8/14/2025Cerity Partners LLC37,568$2.11M0.0%-4.8%0.013%
8/14/2025Federated Hermes Inc.2,238,387$125.57M0.2%+20.2%0.747%
8/13/2025Gabelli Funds LLC82,257$4.62M0.0%+250.0%0.027%
8/13/2025Gamco Investors INC. ET AL20,197$1.13M0.0%N/A0.007%
8/13/2025Jump Financial LLC30,517$1.71M0.0%N/A0.010%
8/13/2025Qtron Investments LLC14,115$792K0.1%-12.1%0.005%
8/13/2025Cresset Asset Management LLC34,710$1.95M0.0%+615.5%0.012%
8/13/2025Brown Advisory Inc.222,252$12.47M0.0%+41.4%0.074%
8/13/2025Four Tree Island Advisory LLC361,860$20.30M14.5%-14.1%0.120%
8/13/2025Amundi2,219,610$123.97M0.0%+4.4%0.736%
8/13/2025Marshall Wace LLP2,266,927$127.18M0.1%+25.1%0.751%
8/13/2025Baird Financial Group Inc.892,667$50.08M0.1%+30.0%0.296%
8/13/2025First Trust Advisors LP2,786,578$156.33M0.1%-8.8%0.924%
8/13/2025EverSource Wealth Advisors LLC1,784$100K0.0%-38.6%0.001%
8/13/2025Invesco Ltd.6,773,224$379.98M0.1%-2.6%2.245%
8/13/2025Groupe la Francaise2,949$165K0.0%+8.2%0.001%
8/13/2025Quantbot Technologies LP87,194$4.89M0.1%+366.6%0.029%
8/13/2025M&T Bank Corp43,928$2.47M0.0%-7.7%0.015%
8/13/2025OMERS ADMINISTRATION Corp45,745$2.57M0.0%+4.1%0.015%
8/13/2025M.D. Sass LLC112,423$6.31M0.5%-83.9%0.037%
8/13/2025Edgestream Partners L.P.168,926$9.48M0.3%+84.2%0.056%
8/13/2025Shelton Capital Management10,993$617K0.0%-2.3%0.004%
8/13/2025Panagora Asset Management Inc.4,624$259K0.0%-26.8%0.002%
8/13/2025First National Advisers LLC52,517$2.95M0.4%-0.9%0.017%
8/13/2025New York State Common Retirement Fund343,097$19.25M0.0%+73.7%0.114%
8/13/2025Schroder Investment Management Group118,675$6.66M0.0%-3.6%0.039%
8/13/2025Skandinaviska Enskilda Banken AB publ 327,774$18.39M0.1%+126.6%0.109%
8/13/2025Norges Bank12,532,256$703.06M0.1%N/A4.154%
8/13/2025Hsbc Holdings PLC1,002,959$56.32M0.0%-19.4%0.332%
8/13/2025Northwestern Mutual Wealth Management Co.3,639$204K0.0%+21.9%0.001%
8/13/2025Grantham Mayo Van Otterloo & Co. LLC4,505$253K0.0%N/A0.001%
(Data available from 1/1/2016 forward)

EQH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQH shares?

During the previous two years, 576 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.90B), Price T Rowe Associates Inc. MD ($1.03B), Canada Pension Plan Investment Board ($988.30M), Norges Bank ($703.06M), State Street Corp ($691.73M), Wellington Management Group LLP ($566.66M), and Geode Capital Management LLC ($415.79M).Learn more on Equitable's institutional investors.

What percentage of Equitable's stock is owned by institutional investors?

92.70% of Equitable's stock is owned by institutional investors. Learn more on EQH's institutional investor holdings.

Which institutional investors have been buying Equitable's stock?

Of the 489 institutional investors that purchased Equitable's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($44.92M), Hsbc Holdings PLC ($7.50M), Wellington Management Group LLP ($5.53M), Boston Partners ($3.57M), Acadian Asset Management LLC ($3.53M), Zurich Insurance Group Ltd FI ($2.70M), and Principal Financial Group Inc. ($2.46M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 88,982,412 shares in the last 24 months. This purchase volume represents approximately $4.50B in transactions.

Which of Equitable's major shareholders have been selling company stock?

Of the 270 institutional investors that sold Equitable's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($14.40M), Sessa Capital IM L.P. ($2.44M), Vanguard Group Inc. ($2.41M), Principal Financial Group Inc. ($1.76M), Price T Rowe Associates Inc. MD ($1.57M), Hsbc Holdings PLC ($1.43M), and Canada Pension Plan Investment Board ($1.42M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 52,376,839 shares in the last 24 months. This volume of shares sold represents approximately $2.61B in transactions.


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This page (NYSE:EQH) was last updated on 10/15/2025 by MarketBeat.com Staff
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