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Equitable (EQH) Institutional Ownership

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(As of 05/9/2024 ET)
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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)
216
Total
Institutional Inflows
(last 12 months)
$1.64B
Number of
Institutional Sellers
(last 12 months)
173
Total
Institutional Outflows
(last 12 months)
$1.24B
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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
5/9/2024Mitsubishi UFJ Asset Management Co. Ltd.201,899$7.67M0.0%+19.8%0.062%
5/9/2024State Board of Administration of Florida Retirement System447,610$17.01M0.0%+5.2%0.138%
5/8/2024BNP PARIBAS ASSET MANAGEMENT Holding S.A.42,696$1.62M0.0%+28.5%0.013%
5/8/2024ProShare Advisors LLC15,306$582K0.0%-8.5%0.005%
5/8/2024Avantax Advisory Services Inc.22,554$857K0.0%N/A0.007%
5/8/2024US Bancorp DE10,068$383K0.0%+4.4%0.003%
5/8/2024Hohimer Wealth Management LLC95,521$3.63M0.9%-1.5%0.029%
5/8/2024Russell Investments Group Ltd.516,764$19.64M0.0%+2.1%0.159%
5/8/2024 QRG Capital Management Inc.78,343$2.98M0.0%-24.1%0.024%
5/7/2024 Sei Investments Co.330,730$12.57M0.0%-8.5%0.102%
5/7/2024 Swiss National Bank1,013,600$38.53M0.0%-6.7%0.312%
5/7/2024 Forsta AP Fonden110,400$4.20M0.0%-46.0%0.034%
5/7/2024 Oppenheimer Asset Management Inc.242,025$9.20M0.1%-6.2%0.074%
5/7/2024 SG Americas Securities LLC72,390$2.75M0.0%+672.4%0.022%
5/6/2024 Quantbot Technologies LP179,311$6.82M0.4%+27.0%0.055%
5/6/2024 LSV Asset Management342,682$13.03M0.0%-28.6%0.105%
5/3/2024 Mediolanum International Funds Ltd157,761$5.99M0.1%N/A0.048%
5/3/2024 Pzena Investment Management LLC25,320,633$962.44M3.3%-4.7%7.729%
5/3/2024 GSA Capital Partners LLP14,253$542K0.0%N/A0.004%
5/3/2024 BI Asset Management Fondsmaeglerselskab A S1,589$60K0.0%-58.1%0.000%
5/2/2024 Poplar Forest Capital LLC1,047,458$39.81M5.4%-1.9%0.320%
5/2/2024 Mutual of America Capital Management LLC186,953$7.11M0.1%-4.9%0.057%
5/2/2024 Daiwa Securities Group Inc.24,093$916K0.0%+10.6%0.007%
5/2/2024 Nordea Investment Management AB131,153$5.02M0.0%-3.6%0.040%
5/2/2024 Tokio Marine Asset Management Co. Ltd.13,097$498K0.0%+4.2%0.004%
5/1/2024 Capstone Investment Advisors LLC5,642$214K0.0%-50.5%0.002%
5/1/2024 Janney Montgomery Scott LLC25,295$961K0.0%-2.5%0.008%
4/30/2024 Retirement Systems of Alabama394,019$14.98M0.1%-1.1%0.120%
4/30/2024 Norden Group LLC5,580$212K0.0%N/A0.002%
4/30/2024 Vest Financial LLC521,406$19.82M0.5%+35.5%0.159%
4/30/2024 Allspring Global Investments Holdings LLC4,783$182K0.0%-90.6%0.001%
4/29/2024 Principal Financial Group Inc.1,248,360$47.45M0.0%+0.4%0.381%
4/29/2024 Mn Services Vermogensbeheer B.V.136,800$5.20M0.0%-16.9%0.042%
4/26/2024 Securian Asset Management Inc.25,803$981K0.0%-3.9%0.008%
4/26/2024 Yousif Capital Management LLC148,214$5.63M0.1%-3.3%0.045%
4/26/2024 Mesirow Financial Investment Management Inc.35,331$1.34M0.0%N/A0.011%
4/25/2024 New York State Teachers Retirement System135,002$5.13M0.0%+1.6%0.041%
4/25/2024 Bank of New York Mellon Corp3,716,533$141.27M0.0%-1.7%1.134%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 613,284$23.31M0.1%+5.8%0.187%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund128,997$4.90M0.1%+20.7%0.039%
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4/24/2024 Simplicity Wealth LLC7,583$288K0.0%N/A0.002%
4/24/2024 Assenagon Asset Management S.A.340,767$12.95M0.0%+75.1%0.104%
4/23/2024 Global Retirement Partners LLC866$33K0.0%-25.3%0.000%
4/23/2024 Louisiana State Employees Retirement System90,300$3.43M0.1%+1.0%0.028%
4/23/2024 Amalgamated Bank210,714$8.01M0.1%-9.5%0.064%
4/22/2024 IFM Investors Pty Ltd92,782$3.53M0.0%-7.5%0.028%
4/22/2024Ashton Thomas Private Wealth LLC69,503$2.64M0.2%+265.0%0.021%
4/19/2024 First Trust Direct Indexing L.P.9,161$348K0.0%+9.4%0.003%
4/19/2024 Norden Group LLC5,580$212K0.0%N/A0.002%
4/19/2024 State of Alaska Department of Revenue34,050$1.29M0.0%-0.9%0.010%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.839,542$31.91M0.0%0.0%0.256%
4/19/2024 Handelsinvest Investeringsforvaltning9,298$353K0.2%-34.2%0.003%
4/18/2024 State of Michigan Retirement System84,486$3.21M0.0%+1.0%0.026%
4/18/2024 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH193,278$7.35M0.3%-57.5%0.059%
4/18/2024 Allspring Global Investments Holdings LLC4,783$182K0.0%-90.6%0.001%
4/18/2024 Tributary Capital Management LLC10,500$399K0.0%+40.0%0.003%
4/16/2024Kathmere Capital Management LLC6,685$254K0.0%-13.2%0.002%
4/16/2024 Capital Insight Partners LLC17,172$653K0.1%+42.3%0.005%
4/11/2024 Benson Investment Management Company Inc.131,121$4.98M2.1%-12.0%0.040%
4/11/2024 BTC Capital Management Inc.71,721$2.73M0.2%N/A0.022%
4/9/2024 Alaska Permanent Fund Corp80,727$3.07M0.0%-6.0%0.024%
4/9/2024 Rise Advisors LLC1,704$65K0.0%+1,421.4%0.001%
4/5/2024 GAMMA Investing LLC1,939$74K0.0%+26.4%0.001%
4/5/2024 Los Angeles Capital Management LLC13,984$532K0.0%N/A0.004%
3/27/2024Nomura Holdings Inc.275,319$9.17M0.0%N/A0.084%
3/25/2024Quadrature Capital Ltd78,903$2.63M0.0%N/A0.024%
3/11/2024Vanguard Group Inc.38,012,452$1.27B0.0%+1.2%11.529%
3/5/2024Wellington Management Group LLP11,240,981$374.33M0.1%-34.7%3.409%
3/1/2024Royal London Asset Management Ltd.117,742$3.92M0.0%-6.1%0.036%
3/1/2024Goldman Sachs Group Inc.2,614,698$87.07M0.0%+0.1%0.793%
2/28/2024American International Group Inc.433,020$14.42M0.1%+6,869.6%0.128%
2/26/2024 Integrated Advisors Network LLC30,393$1.01M0.1%-3.2%0.009%
2/26/2024Virtu Financial LLC9,458$315K0.0%N/A0.003%
2/26/2024Teachers Retirement System of The State of Kentucky86,833$2.89M0.0%N/A0.026%
2/21/2024 V Square Quantitative Management LLC4,001$133K0.0%+66.5%0.001%
2/20/2024Quarry LP2,275$76K0.0%N/A0.001%
2/15/2024Parkwood LLC305,416$10.17M1.0%N/A0.090%
2/15/2024BlueMar Capital Management LLC90,452$3.01M4.5%-54.7%0.027%
2/14/2024Greenwich Investment Management Inc.61,512$2.05M1.5%-1.4%0.018%
2/14/2024Nomura Holdings Inc.275,319$9.17M0.0%N/A0.081%
2/14/2024Shell Asset Management Co.36,304$1.21M0.1%-36.6%0.011%
2/14/2024Quadrature Capital Ltd78,903$2.63M0.0%N/A0.023%
2/14/2024Seven Eight Capital LP180,790$6.02M0.7%N/A0.053%
2/14/2024Schroder Investment Management Group930,814$31.00M0.0%-33.4%0.275%
2/13/2024First National Bank of Omaha68,758$2.29M0.1%-13.2%0.020%
2/13/2024Northern Trust Corp3,958,417$131.82M0.0%+24.6%1.169%
2/13/2024American International Group Inc.433,020$14.42M0.1%+6,869.6%0.128%
2/13/2024Keeley Teton Advisors LLC96,414$3.21M0.4%-7.2%0.028%
2/13/2024Tower Research Capital LLC TRC 46,796$1.56M0.0%+47.8%0.014%
2/13/2024First Trust Advisors LP6,232,821$207.55M0.2%+0.3%1.841%
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2/13/2024Goldman Sachs Group Inc.2,614,698$87.07M0.0%+0.1%0.772%
2/13/2024Royal London Asset Management Ltd.117,742$3.92M0.0%-6.1%0.035%
2/13/2024CIBC Asset Management Inc11,444$381K0.0%-6.5%0.003%
2/13/2024The Manufacturers Life Insurance Company 873,992$29.10M0.0%+47.4%0.258%
2/13/2024KBC Group NV65,170$2.17M0.0%+449.4%0.019%
2/13/2024California State Teachers Retirement System609,094$20.28M0.0%-2.4%0.180%
2/13/2024 FinTrust Capital Advisors LLC17,733$591K0.1%-4.4%0.005%
2/12/2024Eagle Asset Management Inc.166,108$5.53M0.0%-7.7%0.049%
2/12/2024Global Endowment Management LP29,102$969K0.1%-15.7%0.009%
2/12/2024Bank of Nova Scotia14,164$472K0.0%-89.5%0.004%
(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, 426 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), Pzena Investment Management LLC ($962.44M), Price T Rowe Associates Inc. MD ($937.60M), BlackRock Inc. ($807.49M), Norges Bank ($606.63M), Canada Pension Plan Investment Board ($478.72M), and Wellington Management Group LLP ($374.33M).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 350 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 ($18.22M), Hsbc Holdings PLC ($7.52M), Price T Rowe Associates Inc. MD ($5.80M), Pzena Investment Management LLC ($5.24M), Select Equity Group L.P. ($2.85M), Massachusetts Financial Services Co. MA ($2.40M), and Schroder Investment Management Group ($1.89M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 93,571,127 shares in the last 24 months. This purchase volume represents approximately $2.76B in transactions.

Which Equitable major shareholders have been selling company stock?

Of the 266 institutional investors that sold Equitable stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($11.41M), BlackRock Inc. ($5.35M), Assenagon Asset Management S.A. ($2.97M), Neuberger Berman Group LLC ($2.89M), Clearbridge Investments LLC ($2.77M), FMR LLC ($2.46M), and Nuveen Asset Management LLC ($1.99M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 78,594,203 shares in the last 24 months. This volume of shares sold represents approximately $2.23B in transactions.


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This page (NYSE:EQH) was last updated on 5/9/2024 by MarketBeat.com Staff

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