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Equitable (EQH) Institutional Ownership

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$50.36 -0.79 (-1.55%)
Closing price 08/7/2025 03:59 PM Eastern
Extended Trading
$50.32 -0.03 (-0.06%)
As of 08/7/2025 05:12 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

Institutional Ownership Changes (13F Filings) for Equitable (NYSE:EQH)

Current
Institutional Ownership
Percentage
92.70%
Number of
Institutional Buyers
(last 12 months)
379
Total
Institutional Inflows
(last 12 months)
$3.56B
Number of
Institutional Sellers
(last 12 months)
235
Total
Institutional Outflows
(last 12 months)
$2.43B
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EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/7/2025Boston Partners3,565,147$199.96M0.2%+71.5%1.182%
8/7/2025Vise Technologies Inc.33,604$1.89M0.1%N/A0.011%
8/7/2025Illinois Municipal Retirement Fund104,300$5.85M0.1%+153.1%0.035%
8/7/2025ProShare Advisors LLC13,473$756K0.0%+2.1%0.004%
8/7/2025Profund Advisors LLC9,167$514K0.0%-7.3%0.003%
8/7/2025Searle & CO.57,467$3.22M0.9%-3.4%0.019%
8/7/2025Acadian Asset Management LLC5,203,375$291.88M0.6%-10.1%1.725%
8/7/2025Mitsubishi UFJ Asset Management Co. Ltd.275,681$15.47M0.0%+11.7%0.091%
8/7/2025Aviva PLC233,133$13.08M0.0%+6.4%0.077%
8/7/2025Los Angeles Capital Management LLC1,059,919$59.46M0.2%-4.2%0.351%
8/6/2025 AGF Management Ltd.23,677$1.33M0.0%+65.8%0.008%
8/6/2025 True Wealth Design LLC561$31K0.0%+592.6%0.000%
8/6/2025Summit Investment Advisors Inc.60,974$3.18M2.6%-2.8%0.020%
8/6/2025 Metis Global Partners LLC10,979$616K0.0%-49.0%0.004%
8/6/2025 Savant Capital LLC21,112$1.18M0.0%+50.2%0.007%
8/6/2025 Andra AP fonden7,200$404K0.0%N/A0.002%
8/6/2025 Resona Asset Management Co. Ltd.103,912$5.83M0.0%+7.4%0.034%
8/6/2025 EFG Asset Management North America Corp.38,539$2.16M0.3%+100.6%0.013%
8/5/2025 Ellevest Inc.9,793$549K0.1%+4.2%0.003%
8/5/2025 Bank of New York Mellon Corp3,012,298$168.99M0.0%-0.8%0.999%
8/5/2025 Bank of Montreal Can32,079$1.80M0.0%-15.4%0.011%
8/5/2025 South Dakota Investment Council186,883$10.48M0.2%+15.1%0.062%
8/5/2025 State of Michigan Retirement System76,786$4.31M0.0%-2.3%0.025%
8/5/2025 iA Global Asset Management Inc.7,444$418K0.0%+10.2%0.002%
8/5/2025 Jessup Wealth Management Inc128,044$7.18M2.9%-3.9%0.042%
8/4/2025 Pinnacle Associates Ltd.17,315$971K0.0%+53.9%0.006%
8/4/2025 Mesirow Financial Investment Management Inc.38,473$2.16M0.0%-45.7%0.013%
8/4/2025 Strs Ohio37,484$2.10M0.0%+23.1%0.012%
8/4/2025 Impact Partnership Wealth LLC9,373$526K0.1%N/A0.003%
8/4/2025 Amalgamated Bank146,113$8.20M0.1%-1.4%0.048%
8/4/2025 Atria Investments Inc7,042$395K0.0%+17.2%0.002%
8/4/2025 Assetmark Inc.21,932$1.23M0.0%+3,555.3%0.007%
8/4/2025 Hantz Financial Services Inc.2,515$141K0.0%+1,038.0%0.001%
8/1/2025 Capital Investment Counsel LLC97,366$5.46M0.8%N/A0.032%
8/1/2025 New York Life Investment Management LLC32,844$1.84M0.0%-4.9%0.011%
8/1/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund43,397$2.44M0.0%+29.9%0.014%
8/1/2025 AustralianSuper Pty Ltd883,545$49.57M0.3%+18.0%0.293%
8/1/2025 Teacher Retirement System of Texas133,460$7.49M0.0%+191.1%0.044%
8/1/2025 Convergence Investment Partners LLC22,949$1.29M0.3%+6.1%0.008%
8/1/2025 Bessemer Group Inc.6,233$350K0.0%+633.3%0.002%
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8/1/2025 Envestnet Asset Management Inc.312,021$17.50M0.0%+21.2%0.103%
7/31/2025 Nisa Investment Advisors LLC35,293$1.98M0.0%-9.3%0.012%
7/31/2025 Sumitomo Mitsui Trust Group Inc.707,318$39.68M0.0%+1.4%0.234%
7/31/2025 Asset Management One Co. Ltd.159,353$8.94M0.0%+3.2%0.053%
7/30/2025 Ethic Inc.92,151$5.16M0.1%+10.1%0.031%
7/30/2025 Cullen Frost Bankers Inc.1,300$73K0.0%N/A0.000%
7/30/2025 Securian Asset Management Inc.23,143$1.30M0.0%-1.7%0.008%
7/30/2025 DekaBank Deutsche Girozentrale64,380$3.57M0.0%-1.7%0.021%
7/29/2025 Stephens Inc. AR66,292$3.72M0.1%-1.3%0.022%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al80,000$4.49M0.0%N/A0.027%
7/29/2025 Mutual of America Capital Management LLC151,129$8.48M0.1%-5.2%0.050%
7/29/2025 Foster & Motley Inc.181,501$10.18M0.6%+2.6%0.060%
7/29/2025 Applied Finance Capital Management LLC7,740$434K0.0%N/A0.003%
7/29/2025 Nordea Investment Management AB3,985,846$223.17M0.2%+18.3%1.321%
7/28/2025 Allianz Asset Management GmbH376,202$21.11M0.0%-28.3%0.125%
7/28/2025 New York State Teachers Retirement System186,895$10.49M0.0%-0.5%0.062%
7/28/2025 Mutual Advisors LLC5,233$275K0.0%-17.8%0.002%
7/25/2025 Verdence Capital Advisors LLC7,825$439K0.0%N/A0.003%
7/25/2025 Sequoia Financial Advisors LLC3,898$219K0.0%N/A0.001%
7/25/2025 Vest Financial LLC228,539$12.82M0.2%+0.4%0.076%
7/25/2025 Yousif Capital Management LLC106,893$6.00M0.1%-3.9%0.035%
7/25/2025 Pzena Investment Management LLC4,241,210$237.93M0.8%-28.1%1.406%
7/25/2025 Allspring Global Investments Holdings LLC1,965,757$109.85M0.2%-6.8%0.652%
7/25/2025 CWM LLC14,887$835K0.0%-20.1%0.005%
7/25/2025 Board of the Pension Protection Fund28,300$1.59M1.7%N/A0.009%
7/25/2025 Vanguard Personalized Indexing Management LLC37,533$2.11M0.0%+11.1%0.012%
7/25/2025 Apollon Wealth Management LLC10,269$576K0.0%N/A0.003%
7/24/2025 Benson Investment Management Company Inc.111,902$6.28M2.4%-9.8%0.037%
7/24/2025 Aberdeen Group plc187,524$10.52M0.0%+6.5%0.062%
7/24/2025 PDS Planning Inc4,829$271K0.0%+9.3%0.002%
7/24/2025 IFP Advisors Inc1,530$86K0.0%+57.4%0.001%
7/24/2025 Callan Family Office LLC4,564$256K0.0%N/A0.002%
7/23/2025 Vontobel Holding Ltd.9,326$523K0.0%-8.0%0.003%
7/23/2025 Louisiana State Employees Retirement System85,500$4.80M0.1%-1.5%0.028%
7/23/2025 BankPlus Trust Department1,335$75K0.0%N/A0.000%
7/23/2025 KLP Kapitalforvaltning AS110,000$6.17M0.0%+1.9%0.036%
7/22/2025 Carolina Wealth Advisors LLC26,653$1.50M0.7%+31.9%0.009%
7/21/2025 Hennessy Advisors Inc.27,000$1.52M0.1%+12.5%0.009%
7/21/2025 QRG Capital Management Inc.93,441$5.24M0.0%+5.5%0.031%
7/21/2025 Mirae Asset Global Investments Co. Ltd.51,457$2.89M0.0%-44.7%0.017%
7/21/2025 Lecap Asset Management Ltd.17,621$989K0.3%-69.6%0.006%
7/18/2025 Robeco Institutional Asset Management B.V.2,166,713$121.55M0.2%+553.0%0.713%
7/18/2025 BSW Wealth Partners4,259$239K0.0%+5.9%0.001%
7/18/2025 USA Financial Formulas3,697$207K0.0%-28.1%0.001%
7/18/2025 LBP AM SA73,376$4.12M0.1%-44.8%0.024%
7/17/2025 Greenleaf Trust16,955$951K0.0%-4.8%0.006%
7/16/2025 Signaturefd LLC4,566$256K0.0%-7.9%0.002%
7/16/2025 Kendall Capital Management118,054$6.62M1.8%+2.5%0.039%
7/16/2025 State of Alaska Department of Revenue34,160$1.92M0.0%-5.9%0.011%
7/16/2025 Kathmere Capital Management LLC5,616$315K0.0%-17.3%0.002%
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7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH59,587$3.34M0.1%-75.0%0.020%
7/15/2025 Public Employees Retirement System of Ohio99,956$5.61M0.0%+3.9%0.033%
7/15/2025 Fifth Third Bancorp4,315$242K0.0%-16.1%0.001%
7/14/2025 Counterpoint Mutual Funds LLC13,115$736K0.1%N/A0.004%
7/14/2025 Caitlin John LLC6,356$357K0.3%N/A0.002%
7/14/2025 GAMMA Investing LLC11,318$635K0.0%+9.1%0.004%
7/14/2025 U.S. Capital Wealth Advisors LLC50,558$2.84M0.1%N/A0.017%
7/14/2025 Park Avenue Securities LLC5,723$321K0.0%N/A0.002%
7/11/2025 BTC Capital Management Inc.70,116$3.88M0.3%+5.9%0.023%
7/11/2025 Farther Finance Advisors LLC2,532$142K0.0%+118.3%0.001%
(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, 562 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.76B), Price T Rowe Associates Inc. MD ($1.03B), Canada Pension Plan Investment Board ($977.69M), BlackRock Inc. ($807.49M), Norges Bank ($668.25M), Wellington Management Group LLP ($566.66M), and State Street Corp ($545.42M).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 473 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 ($32.38M), Hsbc Holdings PLC ($7.52M), 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 74,060,034 shares in the last 24 months. This purchase volume represents approximately $3.56B in transactions.

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

Of the 235 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), Massachusetts Financial Services Co. MA ($5.26M), Sessa Capital IM L.P. ($2.62M), Vanguard Group Inc. ($2.39M), Principal Financial Group Inc. ($1.76M), Hsbc Holdings PLC ($1.67M), and Price T Rowe Associates Inc. MD ($1.57M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 50,824,859 shares in the last 24 months. This volume of shares sold represents approximately $2.43B in transactions.



This page (NYSE:EQH) was last updated on 8/8/2025 by MarketBeat.com Staff
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