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Equitable (EQH) Institutional Ownership

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$52.88 -0.60 (-1.13%)
Closing price 10/9/2026 03:59 PM Eastern
Extended Trading
$52.94 +0.06 (+0.12%)
As of 10/9/2026 07:51 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 Massive. Learn more.
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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)
306
Total
Institutional Inflows
(last 12 months)
$5.00B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$1.93B
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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
10/9/2026Sound Income Strategies LLC95,885$5.13M0.1%N/A0.035%
10/9/2026Wedmont Private Capital5,941$318K0.0%+28.7%0.002%
10/9/2026GAMMA Investing LLC14,522$745K0.0%+21.8%0.005%
10/8/2026Farther Finance Advisors LLC9,522$488K0.0%+142.4%0.003%
10/6/2026Eleva Capital SAS16,097$825K0.7%N/A0.006%
9/23/2026QRG Capital Management Inc.7,210$316K0.0%-2.7%0.003%
9/9/2026Sequoia Financial Advisors LLC6,947$305K0.0%-26.0%0.003%
9/9/2026Tidal Investments LLC31,661$1.39M0.0%+2.3%0.012%
9/9/2026WINTON GROUP Ltd87,200$3.83M0.1%-55.5%0.032%
9/9/2026Engineers Gate Manager LP38,750$1.70M0.0%-94.3%0.014%
9/9/2026Integrated Wealth Concepts LLC9,922$435K0.0%-24.6%0.004%
9/9/2026Squarepoint Ops LLC205,053$9.00M0.0%+91.6%0.075%
9/9/2026Baird Financial Group Inc.63,959$2.81M0.0%-7.3%0.023%
9/8/2026Allworth Financial LP1,254$55K0.0%-39.2%0.000%
9/8/2026Arizona State Retirement System77,644$3.41M0.0%-0.3%0.028%
9/8/2026Nykredit A S8,577$376K0.0%N/A0.003%
9/4/2026Parkside Financial Bank & Trust1,508$66K0.0%-45.4%0.001%
8/27/2026Corient Private Wealth LP21,516$944K0.0%-36.7%0.008%
8/26/2026Amundi123,616$5.42M0.0%-84.5%0.045%
8/26/2026HighTower Advisors LLC22,853$1.00M0.0%-11.3%0.008%
8/25/2026VIRGINIA RETIREMENT SYSTEMS ET Al59,400$2.61M0.0%N/A0.022%
8/23/2026Wedmont Private Capital4,617$217K0.0%N/A0.002%
8/23/2026HB Wealth Management LLC9,784$429K0.0%+4.8%0.004%
8/22/2026AlphaGrep UK Ltd6,077$267K0.1%N/A0.002%
8/22/2026denkapparat Operations GmbH18,636$818K0.3%+90.3%0.007%
8/21/2026Nykredit A S8,577$376K0.0%N/A0.003%
8/21/2026Legacy Financial Advisors Inc.9,901$434K0.1%N/A0.004%
8/20/2026Moore Capital Management LP345,408$15.16M0.2%N/A0.127%
8/20/2026Alyeska Investment Group L.P.1,365,626$59.92M0.2%+5,578.5%0.500%
8/20/2026Northwestern Mutual Wealth Management Co.2,967$130K0.0%+31.2%0.001%
8/20/2026Thornburg Investment Management Inc.5,142,337$225.65M2.2%+3.0%1.883%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,051,605$46.14M0.0%-49.0%0.385%
8/19/2026Royal London Asset Management Ltd.115,216$5.06M0.0%-8.4%0.042%
8/19/2026Hsbc Holdings PLC465,374$20.38M0.0%-46.8%0.170%
8/19/2026Wellington Management Group LLP8,784,986$385.49M0.1%+6.3%3.217%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt288,000$12.64M0.4%N/A0.105%
8/18/2026Empowered Funds LLC19,909$874K0.0%N/A0.007%
8/18/2026United Capital Financial Advisors LLC9,417$413K0.0%N/A0.003%
8/18/2026Glazer Capital LLC5,000$219K0.0%N/A0.002%
8/18/2026Equitable Holdings Inc.17,650$774K0.0%N/A0.006%
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8/18/2026Jefferies Financial Group Inc.26,600$1.17M0.0%N/A0.010%
8/18/2026Public Employees Retirement System of Ohio79,746$3.50M0.0%N/A0.029%
8/17/2026Capstone Investment Advisors LLC70,000$3.07M0.0%N/A0.026%
8/17/2026Redwood Investment Management LLC49,974$2.19M0.2%N/A0.018%
8/17/2026Corient Private Wealth LP19,824$870K0.0%N/A0.007%
8/17/2026Philadelphia Financial Management of San Francisco LLC226,030$9.92M0.0%N/A0.083%
8/17/2026Bank of America Corp DE942,782$41.37M0.0%N/A0.345%
8/17/2026Basswood Capital Management L.L.C.361,690$15.87M0.6%N/A0.132%
8/15/2026Caisse de depot et placement du Quebec482,997$21.19M0.0%N/A0.177%
8/15/2026Man Group plc48,328$2.12M0.0%N/A0.018%
8/15/2026Jupiter Topco LLC162,826$7.15M0.0%N/A0.060%
8/15/2026Kintayl Capital LP134,260$5.89M2.3%N/A0.049%
8/14/2026Hsbc Holdings PLC465,374$20.38M0.0%N/A0.170%
8/14/2026EFG International AG158,413$6.95M0.1%N/A0.058%
8/14/2026Canada Pension Plan Investment Board9,106,103$399.58M0.2%N/A3.335%
8/14/2026Legal & General Group Plc684,214$30.02M0.0%N/A0.251%
8/14/2026The Manufacturers Life Insurance Company649,646$28.51M0.0%N/A0.238%
8/14/2026Hyperion Capital Advisors LP8,611$378K0.2%N/A0.003%
8/14/2026Conifer Management L.L.C.4,200,000$184.30M0.0%N/A1.538%
8/13/2026Cibc World Market Inc.6,096$267K0.0%N/A0.002%
8/13/2026Connor Clark & Lunn Investment Management Ltd.75,493$3.31M0.0%N/A0.028%
8/13/2026PEAK6 LLC6,245$274K0.0%N/A0.002%
8/13/2026Meiji Yasuda Asset Management Co Ltd.6,536$287K0.0%N/A0.002%
8/13/2026Kendall Capital Management96,775$4.25M0.7%N/A0.035%
8/12/2026Northwestern Mutual Wealth Management Co.2,967$130K0.0%N/A0.001%
8/12/2026Quantbot Technologies LP139,395$6.12M0.2%N/A0.051%
8/11/2026Allworth Financial LP1,254$55K0.0%N/A0.000%
8/11/2026Algebris UK Ltd.1,957,978$85.65M5.6%N/A0.717%
8/10/2026Tocqueville Asset Management L.P.512,957$22.51M0.3%N/A0.188%
8/10/2026Bruni J V & Co. Co.766,929$33.65M0.0%N/A0.281%
8/8/2026Foster & Motley Inc.133,308$5.85M0.3%N/A0.049%
8/8/2026Four Tree Island Advisory LLC379,043$16.63M5.5%N/A0.139%
8/8/2026Meeder Advisory Services Inc.5,894$259K0.0%N/A0.002%
8/7/2026Pzena Investment Management LLC5,561,804$244.05M0.7%N/A2.038%
8/7/2026BlackRock Inc.25,895,739$1.14B0.0%N/A9.487%
8/7/2026Deutsche Bank AG41,931$1.84M0.0%N/A0.015%
8/7/2026Mitsubishi UFJ Asset Management Co. Ltd.755$33K0.0%N/A0.000%
8/7/2026Diamond Hill Capital Management LLC Investment Advisor4,743,519$208.15M1.7%N/A1.738%
8/6/2026Global Retirement Partners LLC1,567$69K0.0%N/A0.001%
8/6/2026Bank of New York Mellon Corp2,130,173$93.47M0.0%N/A0.780%
7/10/2026Wedge Capital Management L L P NC82,636$3.63M0.1%-12.4%0.030%
7/10/2026Handelsbanken Fonder AB89,100$3.91M0.0%-2.9%0.033%
7/9/2026Legacy Wealth Management LLC MS29,240$1.28M0.3%-25.5%0.011%
7/8/2026Chesley Taft & Associates LLC9,670$424K0.0%N/A0.004%
7/8/2026Community Trust & Investment Co.476,885$20.93M1.1%+22.8%0.175%
7/7/2026GAMMA Investing LLC11,919$523K0.0%+30.8%0.004%
7/7/2026Harbor Investment Advisory LLC1,545$68K0.0%+557.4%0.001%
7/2/2026 CX Institutional1,282$56K0.0%+30.2%0.000%
6/18/2026Pacer Advisors Inc.47,664$1.77M0.0%+3.6%0.017%
5/21/2026Essential Partners LLC1,084$40K0.0%+245.2%0.000%
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5/19/2026Bank of America Corp DE889,016$32.99M0.0%+15.8%0.316%
5/19/2026Janus Henderson Group PLC61,432$2.28M0.0%+78.7%0.022%
5/19/2026South Dakota Investment Council377,662$14.02M0.3%+18.3%0.134%
5/18/2026Amundi798,857$29.65M0.0%-19.1%0.284%
5/18/2026EverSource Wealth Advisors LLC2,501$93K0.0%+26.6%0.001%
5/18/2026California State Teachers Retirement System510,346$18.94M0.0%-5.9%0.181%
5/18/2026Royal Bank of Canada82,672$3.07M0.0%-12.9%0.029%
5/18/2026Empowered Funds LLC13,254$492K0.0%-71.1%0.005%
5/18/2026Estate Counselors LLC45,487$1.69M0.2%N/A0.016%
5/16/2026The Manufacturers Life Insurance Company627,169$23.27M0.0%+20.0%0.223%


EQH Institutional Ownership - Frequently Asked Questions

During the previous two years, 626 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.46B), BlackRock Inc. ($1.14B), Price T Rowe Associates Inc. MD ($822.35M), Capital International Investors ($645.45M), State Street Corp ($582.92M), Norges Bank ($551.00M), and Canada Pension Plan Investment Board ($399.58M).Learn more on Equitable's institutional investors.

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

Of the 537 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 ($38.26M), BlackRock Inc. ($25.90M), Canada Pension Plan Investment Board ($9.19M), Capital International Investors ($6.69M), Wellington Management Group LLP ($6.05M), Pzena Investment Management LLC ($5.78M), and Diamond Hill Capital Management LLC Investment Advisor ($4.74M).

Institutional investors have bought a total of 109,341,409 shares in the last 24 months. This purchase volume represents approximately $5.00B in transactions.

Of the 258 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: Wellington Management Group LLP ($4.52M), Vanguard Group Inc. ($3.20M), First Trust Advisors LP ($2.70M), Amundi ($2.20M), Invesco Ltd. ($2.18M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.16M), and Allspring Global Investments Holdings LLC ($1.94M).

Institutional investors have sold a total of 40,951,250 shares in the last 24 months. This volume of shares sold represents approximately $1.93B in transactions.


Related Companies

Institutional ownership data for NYSE:EQH is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/9/2026. New 13F filings are added each quarter as they're published.
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