S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election
S&P 500   5,123.41
DOW   37,983.24
QQQ   438.27
5 Trends You Need to Know This Quarter
MarketBeat Week in Review – 4/8 - 4/12
Diplomat tapped as Latvia's new foreign minister as incumbent quits following flights scandal
Germany's Scholz arrives in China on a visit marked by trade tensions and Ukraine conflict
Israel hails 'success' in blocking Iran's unprecedented attack. Biden now seeks diplomatic response
It's almost April 15. Here's how to reduce stress and get your taxes done
India's Modi vows to boost social spending, make country into a manufacturing hub ahead of election

Equitable (EQH) Institutional Ownership

$36.50
-0.56 (-1.51%)
(As of 04/12/2024 ET)

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

Current
Institutional Ownership
Percentage
92.70%
Number of
Institutional Buyers
(last 12 months)
273
Total
Institutional Inflows
(last 12 months)
$2.12B
Number of
Institutional Sellers
(last 12 months)
203
Total
Institutional Outflows
(last 12 months)
$1.67B
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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
4/11/2024Benson Investment Management Company Inc.131,121$4.98M2.1%-12.0%0.040%
4/11/2024BTC 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%
2/26/2024Integrated 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%
2/21/2024V Square Quantitative Management LLC4,001$133K0.0%+66.5%0.001%
2/20/2024Quarry LP2,275$76K0.0%N/A0.001%
2/17/2024FIL Ltd2,934,345$97.71M0.1%-5.2%0.867%
2/16/2024DZ BANK AG Deutsche Zentral Genossenschafts Bank Frankfurt am Main118,070$3.93M0.0%+322.1%0.035%
2/16/2024Public Employees Retirement System of Ohio144,839$4.82M0.0%-0.5%0.043%
2/15/2024Mercer Global Advisors Inc. ADV91,817$3.06M0.0%-5.8%0.027%
2/15/2024Chartwell Investment Partners LLC107,010$3.56M0.1%+12.6%0.032%
2/15/2024Legal & General Group Plc2,378,866$79.22M0.0%+29.0%0.703%
2/15/2024Barclays PLC943,681$31.43M0.0%+84.4%0.279%
2/15/2024Vanguard Group Inc.38,012,452$1.27B0.0%+1.2%11.230%
2/15/2024Voloridge Investment Management LLC1,340,966$44.65M0.2%+4,824.4%0.396%
2/15/2024Voya Investment Management LLC2,091,920$69.66M0.1%+38.9%0.618%
2/15/2024Vident Advisory LLC104,046$3.47M0.1%+1.1%0.031%
2/15/2024Weiss Multi Strategy Advisers LLC387,121$12.89M0.3%+41.1%0.114%
2/15/2024Nuveen Asset Management LLC3,618,171$120.49M0.0%-3.9%1.069%
2/15/2024Price T Rowe Associates Inc. MD27,778,381$925.02M0.1%-14.5%8.207%
2/15/2024Profund Advisors LLC16,340$544K0.0%N/A0.005%
2/15/2024Public Sector Pension Investment Board46,379$1.54M0.0%+4.3%0.014%
2/15/2024Parkwood LLC305,416$10.17M1.0%N/A0.090%
2/15/2024Gotham Asset Management LLC14,297$476K0.0%-21.9%0.004%
2/15/2024BlueMar Capital Management LLC90,452$3.01M4.5%-54.7%0.027%
2/15/2024Comerica Bank137,937$4.59M0.0%+710.3%0.041%
2/14/2024Royal Bank of Canada43,887$1.46M0.0%-89.1%0.013%
2/14/2024Greenwich Investment Management Inc.61,512$2.05M1.5%-1.4%0.018%
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2/14/2024Pathstone Holdings LLC8,626$289K0.0%N/A0.003%
2/14/2024Pitcairn Co.13,070$435K0.0%-51.1%0.004%
2/14/2024Point72 Hong Kong Ltd29,822$993K0.1%N/A0.009%
2/14/2024Point72 Asset Management L.P.145,554$4.85M0.0%+1,006.9%0.043%
2/14/2024Creative Planning12,893$429K0.0%+53.6%0.004%
2/14/2024Cubist Systematic Strategies LLC72,819$2.43M0.0%-5.8%0.022%
2/14/2024Putnam Investments LLC414,833$13.81M0.0%-4.2%0.123%
2/14/2024Ethic Inc.94,555$3.15M0.1%+21.8%0.028%
2/14/2024MGO One Seven LLC8,118$270K0.0%+5.7%0.002%
2/14/2024Nomura Holdings Inc.275,319$9.17M0.0%N/A0.081%
2/14/2024Verition Fund Management LLC38,666$1.29M0.0%+9.8%0.011%
2/14/2024Sei Investments Co.361,649$12.04M0.0%-10.2%0.107%
2/14/2024Shell Asset Management Co.36,304$1.21M0.1%-36.6%0.011%
2/14/2024Ossiam20,677$689K0.0%+12.3%0.006%
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%
2/13/2024Envestnet Asset Management Inc.162,771$5.42M0.0%-17.3%0.048%
2/13/2024Stephens Inc. AR12,494$416K0.0%N/A0.004%
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%
2/13/2024Cibc World Markets Corp9,677$322K0.0%N/A0.003%
2/13/2024Keeley Teton Advisors LLC96,414$3.21M0.4%-7.2%0.028%
2/13/2024Public Employees Retirement Association of Colorado26,805$893K0.0%+88.4%0.008%
2/13/2024Crossmark Global Holdings Inc.20,870$695K0.0%N/A0.006%
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%
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%
2/13/2024Campbell & CO Investment Adviser LLC8,193$273K0.0%N/A0.002%
2/13/2024California State Teachers Retirement System609,094$20.28M0.0%-2.4%0.180%
2/13/2024FinTrust 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%
2/12/2024Capstone Investment Advisors LLC11,397$380K0.0%N/A0.003%
2/12/2024TFO Wealth Partners LLC11,305$376K0.0%+80,650.0%0.003%
2/12/2024Treasurer of the State of North Carolina153,398$5.11M0.0%-2.3%0.045%
2/12/2024Allianz Asset Management GmbH332,013$11.06M0.0%-8.3%0.098%
2/12/2024Stifel Financial Corp194,096$6.46M0.0%-32.3%0.057%
2/12/2024TD Asset Management Inc36,446$1.21M0.0%+31.1%0.011%
2/12/2024Steward Partners Investment Advisory LLC812$27K0.0%+107.1%0.000%
2/12/2024Hsbc Holdings PLC7,849,706$262.69M0.2%+1,161.7%2.319%
2/9/2024Intech Investment Management LLC62,436$2.08M0.0%-25.4%0.018%
2/9/2024Nomura Asset Management Co. Ltd.88,548$2.95M0.0%+0.4%0.026%
2/9/2024Advisory Services Network LLC10,485$349K0.0%N/A0.003%
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2/9/2024TCW Group Inc.71,986$2.40M0.0%+0.5%0.021%
2/9/2024Hohimer Wealth Management LLC96,937$3.23M0.8%-1.4%0.029%
2/9/2024US Bancorp DE9,645$321K0.0%-7.9%0.003%
2/9/2024Ontario Teachers Pension Plan Board69,671$2.32M0.0%+19.8%0.021%
2/9/2024Pzena Investment Management LLC26,568,063$884.72M3.3%-1.2%7.849%
2/9/2024Aigen Investment Management LP37,970$1.26M0.2%-7.6%0.011%
2/9/2024Franklin Resources Inc.210,673$7.02M0.0%+127.8%0.062%
2/9/2024Trexquant Investment LP25,045$834K0.0%N/A0.007%
2/9/2024Corient Private Wealth LLC45,433$1.51M0.0%-3.2%0.013%
2/9/2024Clearbridge Investments LLC1,081,001$36.00M0.0%-63.0%0.319%
(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, 472 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.27B), Price T Rowe Associates Inc. MD ($925.02M), Pzena Investment Management LLC ($884.72M), 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 416 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 ($37.50M), Hsbc Holdings PLC ($7.52M), First Trust Advisors LP ($6.99M), Price T Rowe Associates Inc. MD ($5.80M), Pzena Investment Management LLC ($5.24M), Assenagon Asset Management S.A. ($3.17M), and Select Equity Group L.P. ($2.85M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 139,438,191 shares in the last 24 months. This purchase volume represents approximately $4.06B in transactions.

Which Equitable major shareholders have been selling company stock?

Of the 299 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 ($12.67M), Price T Rowe Associates Inc. MD ($6.86M), Thrivent Financial for Lutherans ($5.91M), BlackRock Inc. ($5.35M), Assenagon Asset Management S.A. ($2.97M), Deutsche Bank AG ($2.94M), and Neuberger Berman Group LLC ($2.89M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 103,639,932 shares in the last 24 months. This volume of shares sold represents approximately $2.94B in transactions.


This page (NYSE:EQH) was last updated on 4/14/2024 by MarketBeat.com Staff

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