Equitable (EQH) Institutional Ownership

$43.08

+0.72 (+1.70%)

(As of 07/26/2024 ET)

Current Institutional Ownership Percentage: 92.70%
Number of Institutional Buyers (last 12 months): 212
Total Institutional Inflows (last 12 months): $1.64B

Number of Institutional Sellers (last 12 months): 174
Total Institutional Outflows (last 12 months): $1.24B

Get EQH Insider Trade Alerts

Want to know when executives and insiders are buying or selling Equitable stock? Sign up for InsiderTrades.com's daily newsletter to get the latest insider transactions delivered to your inbox daily.

EQH Institutional Buying and Selling by Quarter

Ad Unstoppable Prosperity

“Generational Bull Run” Incoming

LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event.

You can find out what they are by clicking here now.

Equitable Major Shareholders & Ownership History

Export to Excel

Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
7/26/2024	Jessup Wealth Management Inc	127,285	$5.20M	2.2%	N/A	0.039%
7/26/2024	Atomi Financial Group Inc.	6,563	$268K	0.0%	N/A	0.002%
7/26/2024	Allspring Global Investments Holdings LLC	6,520	$266K	0.0%	+36.3%	0.002%
7/26/2024	State of Michigan Retirement System	79,286	$3.24M	0.0%	-6.2%	0.024%
7/26/2024	Bank of New York Mellon Corp	3,724,092	$152.17M	0.0%	+0.2%	1.145%
7/25/2024	Mn Services Vermogensbeheer B.V.	133,400	$5.45M	0.0%	-2.5%	0.041%
Get the Latest News and Ratings for EQH and Related Stocks Enter your email address below to receive the latest news and analysts' ratings for Equitable and its competitors with MarketBeat's FREE daily newsletter.
7/25/2024	Capital Insight Partners LLC	17,612	$720K	0.1%	+2.6%	0.005%
7/24/2024	LRI Investments LLC	1,112	$45K	0.0%	+892.9%	0.000%
7/24/2024	Retirement Systems of Alabama	377,345	$15.42M	0.1%	-4.2%	0.116%
7/24/2024	Louisiana State Employees Retirement System	86,500	$3.53M	0.1%	-4.2%	0.027%
7/24/2024	&PARTNERS	34,328	$1.40M	0.1%	+0.7%	0.011%
7/23/2024	Hennessy Advisors Inc.	15,000	$613K	0.0%	N/A	0.005%
7/23/2024	Fifth Third Wealth Advisors LLC	9,561	$391K	0.0%	N/A	0.003%
7/22/2024	Fifth Third Bancorp	4,615	$189K	0.0%	+11.6%	0.001%
7/19/2024	BTC Capital Management Inc.	62,735	$2.56M	0.2%	-12.5%	0.019%
7/19/2024	Raymond James & Associates	246,215	$10.06M	0.0%	+117.3%	0.076%
7/19/2024	Sumitomo Mitsui Trust Holdings Inc.	704,135	$28.77M	0.0%	-16.1%	0.216%
7/19/2024	TCW Group Inc.	134,215	$5.48M	0.0%	+94.6%	0.041%
7/19/2024	Gladius Capital Management LP	783	$32K	0.0%	-24.3%	0.000%
7/18/2024	Blue Trust Inc.	2,590	$98K	0.0%	+215.1%	0.001%
7/18/2024	Benson Investment Management Company Inc.	130,614	$5.34M	2.2%	-0.4%	0.040%
7/18/2024	Ellsworth Advisors LLC	31,990	$1.31M	0.4%	+12.7%	0.010%
7/18/2024	Assenagon Asset Management S.A.	248,960	$10.17M	0.0%	-26.9%	0.077%
7/18/2024	Fiduciary Financial Group LLC	9,032	$390K	0.1%	N/A	0.003%
7/18/2024	Swedbank AB	711,504	$29.07M	0.0%	-0.7%	0.219%
7/17/2024	Community Trust & Investment Co.	327,794	$13.39M	0.9%	-2.3%	0.101%
7/17/2024	Wedge Capital Management L L P NC	70,760	$2.89M	0.1%	-11.9%	0.022%
7/16/2024	PGGM Investments	139,713	$5.71M	0.1%	+234.8%	0.043%
7/16/2024	Diversified Trust Co	8,034	$328K	0.0%	N/A	0.002%
7/16/2024	Friedenthal Financial	20,344	$831K	0.5%	N/A	0.006%
7/15/2024	Securian Asset Management Inc.	24,384	$996K	0.0%	-5.5%	0.007%
7/15/2024	Artemis Investment Management LLP	595,091	$24.32M	0.3%	N/A	0.183%
7/12/2024	SG Americas Securities LLC	57,641	$2.36M	0.0%	-20.4%	0.018%
7/12/2024	QRG Capital Management Inc.	80,998	$3.31M	0.0%	+3.4%	0.025%
7/10/2024	CWM LLC	4,175	$171K	0.0%	+42.5%	0.001%
7/5/2024	DNB Asset Management AS	58,140	$2.38M	0.0%	+15.2%	0.018%
7/2/2024	GAMMA Investing LLC	6,657	$272K	0.0%	+243.3%	0.002%
7/1/2024	Kathmere Capital Management LLC	7,699	$315K	0.0%	+15.2%	0.002%
6/11/2024	EverSource Wealth Advisors LLC	2,605	$96K	0.0%	+141.4%	0.001%
6/4/2024	DekaBank Deutsche Girozentrale	65,484	$2.45M	0.0%	-3.1%	0.020%
“Generational Bull Run” Incoming (Ad) LIVE Cash Flow Workshop Event / Hosted Virtually Weds @ 7PM EST Everyone who attends will also receive 3 special FREE Gifts during the event. You can find out what they are by clicking here now.
5/28/2024	Teachers Retirement System of The State of Kentucky	106,900	$4.06M	0.0%	+23.1%	0.033%
5/24/2024	Cetera Advisors LLC	13,227	$503K	0.0%	+37.5%	0.004%
5/24/2024	Invst LLC	22,742	$851K	0.1%	N/A	0.007%
5/24/2024	PGGM Investments	41,730	$1.59M	0.0%	N/A	0.013%
5/23/2024	Community Trust & Investment Co.	335,450	$12.75M	0.9%	-0.2%	0.103%
5/21/2024	Swedbank AB	716,562	$27.24M	0.0%	N/A	0.220%
5/20/2024	Algebris UK Ltd	774,150	$27.28M	12.1%	-57.1%	0.238%
5/17/2024	New Covenant Trust Company N.A.	744	$28K	0.0%	N/A	0.000%
5/17/2024	iA Global Asset Management Inc.	6,132	$233K	0.0%	+4.8%	0.002%
5/17/2024	Comerica Bank	145,409	$5.53M	0.0%	+5.4%	0.045%
5/17/2024	Tidal Investments LLC	26,396	$1.00M	0.0%	-3.8%	0.008%
5/16/2024	Redwood Investment Management LLC	39,598	$1.51M	0.1%	N/A	0.012%
5/16/2024	California State Teachers Retirement System	622,935	$23.68M	0.0%	+2.3%	0.192%
5/16/2024	EJF Capital LLC	30,515	$1.16M	0.8%	-50.2%	0.009%
5/16/2024	Meiji Yasuda Life Insurance Co	21,490	$817K	0.0%	-18.9%	0.007%
5/16/2024	Interval Partners LP	647,679	$24.62M	0.7%	+85.3%	0.199%
5/16/2024	Jacobs Levy Equity Management Inc.	18,047	$686K	0.0%	-2.5%	0.006%
5/16/2024	Bayesian Capital Management LP	34,200	$1.30M	0.1%	N/A	0.011%
5/16/2024	BlueMar Capital Management LLC	99,082	$3.77M	6.3%	+9.5%	0.030%
5/15/2024	Ascent Group LLC	6,640	$252K	0.0%	-5.2%	0.002%
5/15/2024	SVB Wealth LLC	7,711	$293K	0.0%	-10.5%	0.002%
5/15/2024	Public Employees Retirement System of Ohio	128,983	$4.90M	0.0%	-10.9%	0.040%
5/15/2024	Price T Rowe Associates Inc. MD	25,771,463	$979.58M	0.1%	-7.2%	7.924%
5/15/2024	Lazard Asset Management LLC	1,139,280	$43.30M	0.1%	+0.1%	0.350%
5/15/2024	LRI Investments LLC	1,112	$45K	0.0%	N/A	0.000%
5/15/2024	Quadrature Capital Ltd	32,572	$1.24M	0.0%	-58.7%	0.010%
5/15/2024	Keeley Teton Advisors LLC	94,203	$3.58M	0.4%	-2.3%	0.029%
5/14/2024	Canada Pension Plan Investment Board	18,804,685	$714.77M	0.8%	+3.5%	5.782%
5/14/2024	Toronto Dominion Bank	33,928	$1.29M	0.0%	-85.1%	0.010%
5/14/2024	Advisors Asset Management Inc.	2,632	$100K	0.0%	+60.3%	0.001%
5/14/2024	Vident Advisory LLC	96,450	$3.67M	0.1%	-7.3%	0.030%
5/14/2024	Pitcairn Co.	8,006	$304K	0.0%	-38.7%	0.002%
5/14/2024	Healthcare of Ontario Pension Plan Trust Fund	200,000	$7.60M	0.0%	N/A	0.061%
5/14/2024	CANADA LIFE ASSURANCE Co	433,994	$16.50M	0.0%	-18.0%	0.133%
5/14/2024	American International Group Inc.	418,380	$15.90M	0.1%	-3.4%	0.129%
5/13/2024	Thornburg Investment Management Inc.	5,267,993	$200.24M	2.8%	-3.3%	1.620%
5/13/2024	UniSuper Management Pty Ltd	4,800	$182K	0.0%	+84.6%	0.001%
5/13/2024	Seven Eight Capital LP	189,522	$7.20M	0.8%	+4.8%	0.058%
5/13/2024	O Shaughnessy Asset Management LLC	204,541	$7.78M	0.1%	-79.3%	0.063%
5/13/2024	Ameritas Investment Partners Inc.	69,192	$2.63M	0.1%	-1.5%	0.021%
5/10/2024	Ontario Teachers Pension Plan Board	43,367	$1.65M	0.0%	-37.8%	0.013%
5/10/2024	Acadian Asset Management LLC	12,915	$490K	0.0%	+3.9%	0.004%
5/10/2024	Vanguard Group Inc.	37,434,676	$1.42B	0.0%	-1.5%	11.510%
5/10/2024	Intech Investment Management LLC	100,476	$3.82M	0.1%	+60.9%	0.031%
5/10/2024	Mitsubishi UFJ Trust & Banking Corp	455,922	$17.17M	0.0%	+2.1%	0.140%
5/9/2024	Mitsubishi UFJ Asset Management Co. Ltd.	201,899	$7.67M	0.0%	+19.8%	0.062%
5/9/2024	State Board of Administration of Florida Retirement System	447,610	$17.01M	0.0%	+5.2%	0.138%
5/8/2024	BNP PARIBAS ASSET MANAGEMENT Holding S.A.	42,696	$1.62M	0.0%	+28.5%	0.013%
5/8/2024	ProShare Advisors LLC	15,306	$582K	0.0%	-8.5%	0.005%
5/8/2024	Avantax Advisory Services Inc.	22,554	$857K	0.0%	N/A	0.007%
625,000% Gain (Ad) Imagine swapping your daily coffee expense for a future free of financial worries. It might seem far-fetched, but results like this are within reach with the right knowledge and timing in the altcoin market. Plus, you’ll get $10 in real Bitcoin when you stay to the end of the call and take a short quiz. >> Dive into the Workshop Here
5/8/2024	US Bancorp DE	10,068	$383K	0.0%	+4.4%	0.003%
5/8/2024	Hohimer Wealth Management LLC	95,521	$3.63M	0.9%	-1.5%	0.029%
5/8/2024	Russell Investments Group Ltd.	516,764	$19.64M	0.0%	+2.1%	0.159%
5/8/2024	QRG Capital Management Inc.	78,343	$2.98M	0.0%	-24.1%	0.024%
5/7/2024	Sei Investments Co.	330,730	$12.57M	0.0%	-8.5%	0.102%
5/7/2024	Swiss National Bank	1,013,600	$38.53M	0.0%	-6.7%	0.312%
5/7/2024	Forsta AP Fonden	110,400	$4.20M	0.0%	-46.0%	0.034%
5/7/2024	Oppenheimer Asset Management Inc.	242,025	$9.20M	0.1%	-6.2%	0.074%
5/7/2024	SG Americas Securities LLC	72,390	$2.75M	0.0%	+672.4%	0.022%
5/6/2024	Quantbot Technologies LP	179,311	$6.82M	0.4%	+27.0%	0.055%

(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. ($1.42B), Price T Rowe Associates Inc. MD ($979.58M), Pzena Investment Management LLC ($962.44M), BlackRock Inc. ($807.49M), Canada Pension Plan Investment Board ($714.77M), Norges Bank ($606.63M), 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 351 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), Schroder Investment Management Group ($1.89M), Assenagon Asset Management S.A. ($1.88M), and Massachusetts Financial Services Co. MA ($1.83M).

How much institutional buying is happening at Equitable?: Institutional investors have bought a total of 87,915,791 shares in the last 24 months. This purchase volume represents approximately $2.62B 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. ($4.49M), Price T Rowe Associates Inc. MD ($3.99M), Assenagon Asset Management S.A. ($3.06M), Neuberger Berman Group LLC ($2.89M), Clearbridge Investments LLC ($2.77M), and Vanguard Group Inc. ($2.52M).
How much institutional selling is happening at Equitable?: Institutional investors have sold a total of 81,465,664 shares in the last 24 months. This volume of shares sold represents approximately $2.36B in transactions.