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Equitable (EQH) Institutional Ownership

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$53.66 -0.05 (-0.09%)
Closing price 05/20/2025 03:59 PM Eastern
Extended Trading
$53.71 +0.05 (+0.09%)
As of 08:02 AM 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)
365
Total
Institutional Inflows
(last 12 months)
$3.56B
Number of
Institutional Sellers
(last 12 months)
229
Total
Institutional Outflows
(last 12 months)
$2.52B
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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
5/20/2025Belpointe Asset Management LLC4,397$229K0.0%N/A0.001%
5/20/2025Intech Investment Management LLC31,486$1.64M0.0%-56.6%0.010%
5/20/2025Anchor Investment Management LLC16,367$853K0.1%-4.4%0.005%
5/19/2025 Bayforest Capital Ltd6,431$335K0.1%+593.7%0.002%
5/19/2025 UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,584,190$134.61M0.0%+1.0%0.850%
5/16/2025 Empowered Funds LLC122,328$6.37M0.1%+1,284.9%0.040%
5/16/2025 Ascent Group LLC6,874$358K0.0%+6.6%0.002%
5/16/2025 Meiji Yasuda Life Insurance Co10,611$553K0.0%+73.9%0.003%
5/16/2025 United Services Automobile Association20,443$1.06M0.0%-1.1%0.007%
5/16/2025 Great Lakes Advisors LLC142,118$7.40M0.1%N/A0.047%
5/16/2025 Caxton Associates LLP8,762$456K0.0%N/A0.003%
5/16/2025 Sciencast Management LP43,405$2.26M0.5%N/A0.014%
5/16/2025 Ashton Thomas Private Wealth LLC6,077$317K0.0%-89.6%0.002%
5/16/2025 Goldman Sachs Group Inc.2,328,989$121.32M0.0%-0.7%0.766%
5/16/2025 Dynamic Technology Lab Private Ltd8,419$439K0.1%N/A0.003%
5/16/2025 Uniplan Investment Counsel Inc.116,009$6.04M0.6%-3.7%0.038%
5/16/2025 Rise Advisors LLC1,300$68K0.0%-16.7%0.000%
5/16/2025 Samlyn Capital LLC1,204,620$62.75M0.9%-34.0%0.396%
5/16/2025 Parkwood LLC240,860$12.55M1.1%+5.3%0.079%
5/16/2025 Petrus Trust Company LTA9,589$499K0.0%-31.0%0.003%
5/16/2025 Philadelphia Financial Management of San Francisco LLC474,225$24.70M4.8%N/A0.156%
5/16/2025 Nissay Asset Management Corp Japan ADV38,406$2.00M0.0%-0.5%0.013%
5/16/2025 Millennium Management LLC1,104,954$57.56M0.0%-41.0%0.364%
5/16/2025 EFG Asset Management North America Corp.19,216$1.00M0.2%N/A0.006%
5/16/2025 EJF Capital LLC37,400$1.95M1.2%+22.6%0.012%
5/16/2025 Cinctive Capital Management LP58,939$3.07M0.2%-26.4%0.019%
5/16/2025 Concentric Capital Strategies LP28,407$1.48M0.1%-27.5%0.009%
5/16/2025 Alliancebernstein L.P.314,884$16.40M0.0%-2.9%0.104%
5/16/2025 BW Gestao de Investimentos Ltda.216,943$11.30M0.4%N/A0.071%
5/16/2025 AQR Capital Management LLC1,909,451$96.98M0.1%+85.4%0.628%
5/16/2025 Advisors Asset Management Inc.912$48K0.0%-64.6%0.000%
5/16/2025 Alyeska Investment Group L.P.714,193$37.20M0.1%-59.4%0.235%
5/16/2025 Amundi2,125,294$106.71M0.0%-20.1%0.699%
5/15/2025 Federation des caisses Desjardins du Quebec52,636$2.74M0.0%-3.6%0.017%
5/15/2025 Maverick Capital Ltd.14,185$739K0.0%+84.0%0.005%
5/15/2025 FJ Capital Management LLC13,648$711K0.1%N/A0.004%
5/15/2025 Royal Bank of Canada329,454$17.16M0.0%+23.7%0.108%
5/15/2025 Graham Capital Management L.P.27,626$1.44M0.0%-83.1%0.009%
5/15/2025 Steamboat Capital Partners LLC250,000$13.02M3.9%+247.5%0.082%
5/15/2025 Quarry LP6,021$314K0.1%+370.0%0.002%
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5/15/2025 Baird Financial Group Inc.686,620$35.77M0.1%N/A0.226%
5/15/2025 New Vernon Investment Management LLC89,799$4.68M6.3%+1,267.2%0.030%
5/15/2025 Vident Advisory LLC112,054$5.84M0.1%-10.6%0.037%
5/15/2025 The Manufacturers Life Insurance Company 650,385$33.88M0.0%-3.4%0.214%
5/15/2025 Canada Pension Plan Investment Board18,769,261$977.69M0.9%-1.4%6.176%
5/15/2025 WPG Advisers LLC519$27K0.0%N/A0.000%
5/15/2025 Trexquant Investment LP119,733$6.24M0.1%+191.3%0.039%
5/15/2025 Lansforsakringar Fondforvaltning AB publ 69,548$3.62M0.0%+1.6%0.023%
5/15/2025 OMERS ADMINISTRATION Corp43,945$2.29M0.0%+212.7%0.014%
5/15/2025 Callodine Capital Management LP320,289$16.68M2.8%N/A0.105%
5/14/2025 B. Metzler seel. Sohn & Co. AG47,830$2.49M0.0%-1.8%0.016%
5/14/2025 Ieq Capital LLC50,114$2.61M0.0%+66.4%0.016%
5/14/2025 Redwood Investment Management LLC25,239$1.32M0.1%-16.6%0.008%
5/14/2025 Keeley Teton Advisors LLC79,187$4.13M0.5%-2.5%0.026%
5/14/2025 Rafferty Asset Management LLC5,312$277K0.0%-25.8%0.002%
5/14/2025 FORA Capital LLC20,322$1.06M0.1%N/A0.007%
5/14/2025 Orion Capital Management LLC630$33K0.0%N/A0.000%
5/14/2025 Caisse DE Depot ET Placement DU Quebec103,170$5.37M0.0%N/A0.034%
5/14/2025 Corebridge Financial Inc.345,759$18.01M0.1%-3.5%0.114%
5/14/2025 Comerica Bank159,494$8.31M0.0%-7.0%0.052%
5/14/2025 MetLife Investment Management LLC185,734$9.68M0.1%-2.6%0.061%
5/14/2025 SVB Wealth LLC3,214$167K0.0%N/A0.001%
5/14/2025 APG Asset Management N.V.159,500$7.69M0.0%-3.3%0.052%
5/14/2025 Northwestern Mutual Wealth Management Co.2,985$155K0.0%+180.8%0.001%
5/14/2025 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp59,947$3.12M0.0%-1.3%0.020%
5/14/2025 Groupe la Francaise2,726$145K0.0%+45.1%0.001%
5/14/2025 Allstate Corp22,745$1.19M0.0%+149.1%0.007%
5/14/2025 Compound Planning Inc.10,591$552K0.0%+61.0%0.003%
5/14/2025 Ameriprise Financial Inc.1,017,970$53.03M0.0%-7.9%0.335%
5/14/2025 Price T Rowe Associates Inc. MD19,708,542$1.03B0.1%-7.4%6.485%
5/14/2025 Candriam S.C.A.41,228$2.15M0.0%-6.9%0.014%
5/14/2025 T. Rowe Price Investment Management Inc.880,932$45.89M0.0%+68.1%0.290%
5/14/2025 Credit Agricole S A46,567$2.43M0.0%-3.4%0.015%
5/14/2025 BI Asset Management Fondsmaeglerselskab A S197,994$10.31M0.1%+1,691.6%0.065%
5/14/2025 Hsbc Holdings PLC1,244,858$64.19M0.0%-31.6%0.410%
5/14/2025 Quantbot Technologies LP18,689$974K0.0%-77.8%0.006%
5/14/2025 Wellington Management Group LLP10,878,516$566.66M0.1%+23.4%3.580%
5/14/2025 Korea Investment CORP184,191$9.60M0.0%-33.6%0.061%
5/13/2025 Qtron Investments LLC16,049$836K0.1%+11.8%0.005%
5/13/2025 Northern Trust Corp4,210,016$219.30M0.0%-0.8%1.385%
5/13/2025 Brooklyn Investment Group3,430$179K0.0%+21.0%0.001%
5/13/2025 Algert Global LLC177,368$9.24M0.2%-34.4%0.058%
5/13/2025 Raymond James Financial Inc.767,829$40.00M0.0%+21.0%0.253%
5/13/2025 Cresset Asset Management LLC4,851$253K0.0%N/A0.002%
5/13/2025 State of New Jersey Common Pension Fund D97,283$5.07M0.0%-14.2%0.032%
5/13/2025 American Century Companies Inc.451,709$23.53M0.0%+22.5%0.149%
5/13/2025 Ethic Inc.83,674$4.38M0.1%+3.3%0.028%
5/13/2025 Brandywine Global Investment Management LLC575,298$29.97M0.2%+12.1%0.189%
5/13/2025 Aberdeen Group plc176,067$9.17M0.0%+149.2%0.058%
5/13/2025 Dimensional Fund Advisors LP4,043,360$210.59M0.1%-0.2%1.331%
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5/13/2025 Fjarde AP Fonden Fourth Swedish National Pension Fund33,397$1.74M0.0%-10.0%0.011%
5/13/2025 Boston Partners2,078,861$108.26M0.1%N/A0.684%
5/13/2025 Gulf International Bank UK Ltd19,380$1.01M0.0%-30.9%0.006%
5/13/2025 National Pension Service397,607$20.71M0.0%+0.1%0.131%
5/13/2025 Russell Investments Group Ltd.940,623$48.74M0.1%-8.8%0.310%
5/13/2025 Prudential PLC44,537$2.32M0.0%-11.1%0.015%
5/13/2025 Resona Asset Management Co. Ltd.96,774$5.04M0.0%+5.5%0.032%
5/13/2025 HighTower Advisors LLC28,193$1.47M0.0%+27.0%0.009%
5/12/2025 Public Sector Pension Investment Board80,000$4.17M0.0%N/A0.026%
5/12/2025 Independent Advisor Alliance4,064$212K0.0%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, 548 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 EQH's institutional investors.

What percentage of Equitable stock is owned by institutional investors?

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

Which institutional investors have been buying Equitable stock?

Of the 455 institutional investors that purchased Equitable 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), Pzena Investment Management LLC ($3.42M), Acadian Asset Management LLC ($3.26M), 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 125,751,215 shares in the last 24 months. This purchase volume represents approximately $5.14B in transactions.

Which Equitable major shareholders have been selling company stock?

Of the 314 institutional investors that sold Equitable stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($21.00M), Wellington Management Group LLP ($9.53M), Massachusetts Financial Services Co. MA ($5.43M), BlackRock Inc. ($3.71M), Price T Rowe Associates Inc. MD ($3.58M), Vanguard Group Inc. ($2.97M), and Sessa Capital IM L.P. ($2.62M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 95,373,118 shares in the last 24 months. This volume of shares sold represents approximately $3.79B in transactions.



This page (NYSE:EQH) was last updated on 5/21/2025 by MarketBeat.com Staff
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