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Equitable (EQH) Institutional Ownership

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$52.88 +1.36 (+2.64%)
As of 03:06 PM 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)
308
Total
Institutional Inflows
(last 12 months)
$4.98B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$2.24B
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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
8/10/2026Bruni J V & Co. Co.766,929$33.65B3.1%N/A0.281%
8/8/2026 Foster & Motley Inc.133,308$5.85M0.3%N/A0.049%
8/8/2026 Four Tree Island Advisory LLC379,043$16.63M5.5%N/A0.139%
8/8/2026 Meeder Advisory Services Inc.5,894$259K0.0%N/A0.002%
8/7/2026 Pzena Investment Management LLC5,561,804$244.05M0.7%N/A2.038%
8/7/2026 BlackRock Inc.25,895,739$1.14B0.0%N/A9.487%
8/7/2026 Deutsche Bank AG41,931$1.84M0.0%N/A0.015%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.755$33K0.0%N/A0.000%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor 4,743,519$208.15M1.7%N/A1.738%
8/6/2026 Global Retirement Partners LLC1,567$69K0.0%N/A0.001%
8/6/2026 Bank of New York Mellon Corp2,130,173$93.47M0.0%N/A0.780%
7/10/2026 Wedge Capital Management L L P NC82,636$3.63M0.1%-12.4%0.030%
7/10/2026 Handelsbanken Fonder AB89,100$3.91M0.0%-2.9%0.033%
7/9/2026 Legacy Wealth Management LLC MS29,240$1.28M0.3%-25.5%0.011%
7/8/2026 Chesley Taft & Associates LLC9,670$424K0.0%N/A0.004%
7/8/2026 Community Trust & Investment Co.476,885$20.93M1.1%+22.8%0.175%
7/7/2026 GAMMA Investing LLC11,919$523K0.0%+30.8%0.004%
7/7/2026 Harbor 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%
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%
5/18/2026 EverSource 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%
5/18/2026 Estate Counselors LLC45,487$1.69M0.2%N/A0.016%
5/16/2026The Manufacturers Life Insurance Company627,169$23.27M0.0%+20.0%0.223%
5/16/2026Quantinno Capital Management LP201,321$7.47M0.0%+137.5%0.072%
5/16/2026Advent International L.P.12,810$475K0.0%-97.6%0.005%
5/16/2026Lazard Asset Management LLC902,568$33.49M0.1%+25.3%0.321%
5/15/2026Troluce Capital Advisors LLC200,000$7.42M0.5%N/A0.071%
5/15/2026OMERS ADMINISTRATION Corp14,842$551K0.0%+23.2%0.005%
5/14/2026Gabelli Funds LLC80,675$2.99M0.0%-1.2%0.029%
5/14/2026Gamco Investors INC. ET AL18,006$668K0.0%-9.4%0.006%
5/14/2026Public Employees Retirement System of Ohio83,128$3.09M0.0%-8.1%0.030%
5/14/2026 Compound Planning Inc.7,829$291K0.0%-13.4%0.003%
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5/14/2026Arrowstreet Capital Limited Partnership79,166$2.94M0.0%N/A0.028%
5/14/2026Bank of Nova Scotia20,428$758K0.0%-54.6%0.007%
5/14/2026Sei Investments Co.566,394$21.02M0.0%-1.3%0.201%
5/13/2026Cetera Investment Advisers27,099$1.01M0.0%-22.5%0.010%
5/13/2026Icon Advisers Inc. Co.36,700$1.36M0.3%-6.4%0.013%
5/13/2026CI Investments Inc.970,137$36.00M0.2%-2.4%0.345%
5/13/2026First Trust Advisors LP83,657$3.11M0.0%-96.1%0.030%
5/12/2026 ABN Amro Investment Solutions10,704$397K0.0%-20.5%0.004%
5/8/2026 Oslo Pensjonsforsikring AS3,823$142K0.0%N/A0.001%
5/8/2026 Commerzbank Aktiengesellschaft FI22,123$821K0.0%+124.1%0.008%
5/7/2026Dimensional Fund Advisors LP3,856,717$143.10M0.0%+12.5%1.370%
5/7/2026 KBC Group NV49,751$1.85M0.0%-1.1%0.018%
5/7/2026 SEB Asset Management AB183,107$6.80M0.0%N/A0.065%
5/7/2026Swiss National Bank841,000$31.21M0.0%+2.5%0.299%
5/6/2026California Public Employees Retirement System405,978$15.07M0.0%-5.6%0.144%
5/6/2026Bessemer Group Inc.68,797$2.55M0.0%-5.8%0.024%
5/6/2026Allspring Global Investments Holdings LLC25,750$969K0.0%-97.8%0.009%
5/5/2026 Bank of New York Mellon Corp2,442,698$90.65M0.0%-17.0%0.868%
5/5/2026Illinois Municipal Retirement Fund19,442$721K0.0%-50.0%0.007%
5/5/2026Livforsakringsbolaget Skandia Omsesidigt291,100$10.80M0.4%+9.8%0.103%
5/4/2026 Bleakley Financial Group LLC10,533$391K0.0%N/A0.004%
5/4/2026 State of Michigan Retirement System72,286$2.68M0.0%+0.7%0.026%
5/4/2026 Principal Financial Group Inc.1,955,557$72.57M0.0%-5.0%0.695%
5/4/2026 Chicago Partners Investment Group LLC5,003$186K0.0%N/A0.002%
5/4/2026 J. Safra Sarasin Holding AG19,109$708K0.0%+1.5%0.007%
5/4/2026 Applied Finance Capital Management LLC8,594$319K0.0%+9.8%0.003%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS70,982$2.63M0.0%-1.0%0.025%
5/1/2026 Fifth Third Bancorp100,120$3.72M0.0%+4,896.0%0.036%
5/1/2026Candriam S.C.A.25,218$936K0.0%-9.7%0.009%
5/1/2026 Sequoia Financial Advisors LLC9,393$349K0.0%-26.9%0.003%
4/30/2026Hsbc Holdings PLC873,962$32.43M0.0%+5.8%0.310%
4/30/2026 Sumitomo Mitsui Trust Group Inc.637,076$23.64M0.0%-5.5%0.226%
4/30/2026 Resona Asset Management Co. Ltd.89,642$3.31M0.0%+3.3%0.032%
4/30/2026 Oregon Public Employees Retirement Fund58,135$2.16M0.0%+2.1%0.021%
4/29/2026 R Squared Ltd8,970$333K0.2%+72.4%0.003%
4/29/2026 Swedbank AB506,555$18.80M0.0%-0.7%0.180%
4/29/2026Integrated Advisors Network LLC31,038$1.15M0.1%-2.5%0.011%
4/28/2026 Abel Hall LLC8,338$309K0.1%N/A0.003%
4/28/2026 Kepler Cheuvreux Suisse SA36,397$1.35M0.1%-47.9%0.013%
4/28/2026 Praxis Investment Management Inc.5,665$210K0.0%-41.7%0.002%
4/28/2026 QRG Capital Management Inc.7,407$275K0.0%-56.6%0.003%
4/27/2026 HB Wealth Management LLC9,340$347K0.0%+67.1%0.003%
4/27/2026 Counterpoint Mutual Funds LLC7,644$284K0.0%+21.4%0.003%
4/27/2026 New York State Teachers Retirement System113,992$4.23M0.0%-13.9%0.040%
4/27/2026 Fjarde AP Fonden Fourth Swedish National Pension Fund53,197$1.97M0.0%+32.0%0.019%
4/25/2026 Strs Ohio6,831$253K0.0%-5.2%0.002%
4/25/2026 Pzena Investment Management LLC4,464,347$165.67M0.5%+3.2%1.586%
4/24/2026 Root Financial Partners LLC888$33K0.0%+64.1%0.000%
4/24/2026 IFM Investors Pty Ltd83,925$3.11M0.0%-2.3%0.030%
4/23/2026 Capital Investment Counsel LLC99,460$3.69M0.5%-0.9%0.035%
The $15 Gold Fund That Pays Up to $1,152/Month (Ad)

Gold is hitting record highs, but most investors are leaving income on the table. A $15 fund is quietly paying out up to $1,152 a month to regular investors - no mining stocks, no options, no physical metal required. Chief Income Strategist Tim Plaehn calls it a breakthrough strategy that transforms gold's rally into reliable monthly payouts. The next distribution is just days away.tc pixel

Discover the gold income fund before the next payout date
4/23/2026 Apollon Wealth Management LLC10,658$396K0.0%+29.3%0.004%
4/22/2026 Janney Montgomery Scott LLC28,300$1.05M0.0%+217.4%0.010%
4/22/2026 Pictet Asset Management Holding SA336,272$12.47M0.0%+24.4%0.120%
4/21/2026Compass Advisory Group LLC12,922$480K0.1%N/A0.005%
4/21/2026 Foster & Motley Inc.171,571$6.37M0.3%-3.3%0.061%
4/21/2026 Louisiana State Employees Retirement System82,100$3.05M0.1%N/A0.029%
4/20/2026 BTC Capital Management Inc.106,789$3.96M0.3%+47.2%0.038%
4/20/2026 Blue Trust Inc.1,395$52K0.0%-15.3%0.000%
4/20/2026 Fifth Third Wealth Advisors LLC10,314$383K0.0%+7.2%0.004%
4/20/2026 OP Asset Management Ltd33,179$1.23M0.0%N/A0.012%


EQH Institutional Ownership - Frequently Asked Questions

During the previous two years, 622 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.46B), BlackRock Inc. ($1.14B), Canada Pension Plan Investment Board ($988.30M), Price T Rowe Associates Inc. MD ($822.35M), Capital International Investors ($645.45M), State Street Corp ($582.92M), and Norges Bank ($551.00M).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 532 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), Capital International Investors ($6.69M), Pzena Investment Management LLC ($5.78M), Wellington Management Group LLP ($5.53M), Diamond Hill Capital Management LLC Investment Advisor ($4.74M), and Diamond Hill Capital Management Inc. ($4.29M).

Institutional investors have bought a total of 103,044,070 shares in the last 24 months. This purchase volume represents approximately $4.94B in transactions.

Of the 281 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. ($3.22M), First Trust Advisors LP ($2.97M), Invesco Ltd. ($2.36M), Allspring Global Investments Holdings LLC ($1.94M), Amundi ($1.53M), and Man Group plc ($1.51M).

Institutional investors have sold a total of 45,843,089 shares in the last 24 months. This volume of shares sold represents approximately $2.24B in transactions.


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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 8/10/2026. New 13F filings are added each quarter as they're published.
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