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Equitable (EQH) Institutional Ownership

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$53.45 -0.60 (-1.10%)
As of 02:08 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)
399
Total
Institutional Inflows
(last 12 months)
$4.52B
Number of
Institutional Sellers
(last 12 months)
268
Total
Institutional Outflows
(last 12 months)
$2.60B
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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
9/4/2025 Osaic Holdings Inc.7,236$406K0.0%+35.0%0.002%
8/27/2025 Orion Porfolio Solutions LLC32,704$1.84M0.0%+103.2%0.011%
8/26/2025 Thrivent Financial for Lutherans135,371$7.59M0.0%-44.1%0.045%
8/19/2025 Advisory Services Network LLC28,920$1.49M0.0%+191.6%0.010%
8/19/2025 Pitcairn Co.5,813$326K0.0%-10.0%0.002%
8/18/2025 Hudson Bay Capital Management LP85,019$4.77M0.0%-85.0%0.028%
8/18/2025 Caxton Associates LLP96,455$5.41M0.1%+1,000.8%0.032%
8/16/2025 FORA Capital LLC6,192$347K0.0%-69.5%0.002%
8/16/2025 Headlands Technologies LLC485$27K0.0%-88.7%0.000%
8/15/2025 CANADA LIFE ASSURANCE Co430,241$24.16M0.0%-9.1%0.144%
8/15/2025 Tower Research Capital LLC TRC 11,547$648K0.0%-17.8%0.004%
8/15/2025 Captrust Financial Advisors6,333$355K0.0%-8.3%0.002%
8/15/2025 Vident Advisory LLC101,607$5.70M0.1%-9.3%0.034%
8/15/2025 Smartleaf Asset Management LLC1,072$60K0.0%-42.9%0.000%
8/15/2025 Snowden Capital Advisors LLC9,990$560K0.0%+128.6%0.003%
8/15/2025 Royal London Asset Management Ltd.129,808$7.28M0.0%-6.4%0.043%
8/15/2025 Redwood Investment Management LLC1,313$74K0.0%-94.8%0.000%
8/15/2025 Orion Porfolio Solutions LLC19,777$1.11M0.0%+22.9%0.007%
8/15/2025 Man Group plc1,768,684$99.22M0.2%+122.8%0.590%
8/15/2025 Meiji Yasuda Asset Management Co Ltd.8,478$476K0.0%-32.0%0.003%
8/15/2025 Lazard Asset Management LLC444,635$24.94M0.0%+20.1%0.148%
8/15/2025 London Co. of Virginia29,121$1.63M0.0%N/A0.010%
8/15/2025 HRT Financial LP84,248$4.73M0.0%-85.7%0.028%
8/15/2025 Hudson Bay Capital Management LP85,019$4.77M0.0%-85.0%0.028%
8/15/2025 Engineers Gate Manager LP12,983$728K0.0%-48.8%0.004%
8/15/2025 BI Asset Management Fondsmaeglerselskab A S92,182$5.17M0.1%-53.4%0.031%
8/15/2025 BNP Paribas Financial Markets442,016$24.80M0.0%+148.0%0.148%
8/15/2025 Bridgeway Capital Management LLC43,800$2.46M0.1%N/A0.015%
8/15/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp48,279$2.71M0.0%-19.5%0.016%
8/15/2025 Brevan Howard Capital Management LP54,479$3.06M0.0%-37.1%0.018%
8/15/2025 Bank of America Corp DE944,372$52.98M0.0%-0.4%0.315%
8/15/2025 Ameriprise Financial Inc.905,086$50.78M0.0%-11.1%0.302%
8/15/2025 AQR Capital Management LLC1,216,281$68.23M0.1%-36.3%0.406%
8/14/2025 Basswood Capital Management L.L.C.247,122$13.86M0.6%N/A0.083%
8/14/2025 Lighthouse Investment Partners LLC46,435$2.61M0.1%-60.1%0.016%
8/14/2025 California State Teachers Retirement System584,409$32.79M0.0%-4.2%0.195%
8/14/2025 Raymond James Financial Inc.806,079$45.22M0.0%+5.0%0.269%
8/14/2025 Canada Pension Plan Investment Board17,616,671$988.30M0.8%-6.1%5.881%
8/14/2025 Soros Fund Management LLC86,500$4.85M0.1%+130.7%0.029%
8/14/2025 Quantinno Capital Management LP76,418$4.29M0.0%+36.1%0.026%
8/14/2025 Alliancebernstein L.P.312,003$17.50M0.0%-0.9%0.104%
8/14/2025 The Manufacturers Life Insurance Company 655,742$36.79M0.0%+0.8%0.219%
8/14/2025 Sei Investments Co.626,017$35.12M0.0%+45.8%0.209%
8/14/2025 Qube Research & Technologies Ltd291,126$16.33M0.0%+1,126.5%0.097%
8/14/2025 Investment Management Corp of Ontario7,537$423K0.0%-84.2%0.003%
8/14/2025 AXA S.A.33,918$1.90M0.0%-61.2%0.011%
8/14/2025 State Street Corp12,330,318$691.73M0.0%-4.0%4.116%
8/14/2025 Daiwa Securities Group Inc.32,893$1.85M0.0%-19.2%0.011%
8/14/2025 L2 Asset Management LLC11,385$639K0.1%N/A0.004%
8/14/2025 Natixis654,197$36.70M0.2%+138.2%0.218%
8/14/2025 Bank of Nova Scotia144,352$8.10M0.0%-21.7%0.048%
8/14/2025 California Public Employees Retirement System594,949$33.38M0.0%+6.0%0.199%
8/14/2025 Callodine Capital Management LP739,843$41.51M4.3%+131.0%0.247%
8/14/2025 Cerity Partners LLC37,568$2.11M0.0%-4.8%0.013%
8/14/2025 Federated Hermes Inc.2,238,387$125.57M0.2%+20.2%0.747%
8/13/2025 Gabelli Funds LLC82,257$4.62M0.0%+250.0%0.027%
8/13/2025 Gamco Investors INC. ET AL20,197$1.13M0.0%N/A0.007%
8/13/2025 Jump Financial LLC30,517$1.71M0.0%N/A0.010%
8/13/2025 Qtron Investments LLC14,115$792K0.1%-12.1%0.005%
8/13/2025 Cresset Asset Management LLC34,710$1.95M0.0%+615.5%0.012%
8/13/2025 Brown Advisory Inc.222,252$12.47M0.0%+41.4%0.074%
8/13/2025 Four Tree Island Advisory LLC361,860$20.30M14.5%-14.1%0.120%
8/13/2025 Amundi2,219,610$123.97M0.0%+4.4%0.736%
8/13/2025 Marshall Wace LLP2,266,927$127.18M0.1%+25.1%0.751%
8/13/2025 Baird Financial Group Inc.892,667$50.08M0.1%+30.0%0.296%
8/13/2025 First Trust Advisors LP2,786,578$156.33M0.1%-8.8%0.924%
8/13/2025 EverSource Wealth Advisors LLC1,784$100K0.0%-38.6%0.001%
8/13/2025 Invesco Ltd.6,773,224$379.98M0.1%-2.6%2.245%
8/13/2025 Groupe la Francaise2,949$165K0.0%+8.2%0.001%
8/13/2025 Quantbot Technologies LP87,194$4.89M0.1%+366.6%0.029%
8/13/2025 M&T Bank Corp43,928$2.47M0.0%-7.7%0.015%
8/13/2025 OMERS ADMINISTRATION Corp45,745$2.57M0.0%+4.1%0.015%
8/13/2025 M.D. Sass LLC112,423$6.31M0.5%-83.9%0.037%
8/13/2025 Edgestream Partners L.P.168,926$9.48M0.3%+84.2%0.056%
8/13/2025 Shelton Capital Management10,993$617K0.0%-2.3%0.004%
8/13/2025 Panagora Asset Management Inc.4,624$259K0.0%-26.8%0.002%
8/13/2025 First National Advisers LLC52,517$2.95M0.4%-0.9%0.017%
8/13/2025 New York State Common Retirement Fund343,097$19.25M0.0%+73.7%0.114%
8/13/2025 Schroder Investment Management Group118,675$6.66M0.0%-3.6%0.039%
8/13/2025 Skandinaviska Enskilda Banken AB publ 327,774$18.39M0.1%+126.6%0.109%
8/13/2025 Norges Bank12,532,256$703.06M0.1%N/A4.154%
8/13/2025 Hsbc Holdings PLC1,002,959$56.32M0.0%-19.4%0.332%
8/13/2025 Northwestern Mutual Wealth Management Co.3,639$204K0.0%+21.9%0.001%
8/13/2025 Grantham Mayo Van Otterloo & Co. LLC4,505$253K0.0%N/A0.001%
8/13/2025 State Board of Administration of Florida Retirement System395,675$22.20M0.0%+1.0%0.131%
8/13/2025 Korea Investment CORP239,691$13.45M0.0%+30.1%0.079%
8/13/2025 Quadrant Capital Group LLC7,755$435K0.0%-8.7%0.003%
8/13/2025 Vinva Investment Management Ltd14,603$817K0.0%N/A0.005%
8/13/2025 Russell Investments Group Ltd.576,159$32.26M0.0%-38.7%0.191%
8/12/2025 Inceptionr LLC8,611$483K0.1%N/A0.003%
8/12/2025 Elo Mutual Pension Insurance Co59,386$3.33M0.1%+21.8%0.020%
8/12/2025 XTX Topco Ltd75,499$4.24M0.2%+491.6%0.025%
8/12/2025 NFC Investments LLC75,300$4.22M1.2%+0.4%0.025%
8/12/2025 Ameritas Investment Partners Inc.59,004$3.31M0.1%-3.2%0.020%
8/12/2025Jefferies Financial Group Inc.20,537$1.15M0.0%-70.9%0.007%
8/12/2025 Prudential Financial Inc.38,948$2.19M0.0%-32.1%0.013%
8/12/2025 Charles Schwab Investment Management Inc.2,089,437$117.22M0.0%-0.8%0.693%
8/12/2025 American Century Companies Inc.577,537$32.40M0.0%+27.9%0.191%
8/12/2025 Rhumbline Advisers936,016$52.51M0.0%-1.6%0.310%
8/12/2025 Franklin Resources Inc.630,552$35.37M0.0%-10.0%0.209%
(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, 575 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 487 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 89,362,932 shares in the last 24 months. This purchase volume represents approximately $4.52B in transactions.

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

Of the 268 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 52,119,589 shares in the last 24 months. This volume of shares sold represents approximately $2.60B in transactions.


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This page (NYSE:EQH) was last updated on 9/15/2025 by MarketBeat.com Staff
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