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Equitable (EQH) Institutional Ownership

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$52.80 -0.96 (-1.79%)
Closing price 07/11/2025 03:59 PM Eastern
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$52.80 0.00 (0.00%)
As of 07/11/2025 05:23 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 Polygon.io. 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)
368
Total
Institutional Inflows
(last 12 months)
$3.55B
Number of
Institutional Sellers
(last 12 months)
232
Total
Institutional Outflows
(last 12 months)
$2.56B
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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
7/11/2025BTC Capital Management Inc.70,116$3.88M0.3%+5.9%0.023%
7/11/2025Farther Finance Advisors LLC2,532$142K0.0%+118.3%0.001%
7/11/2025Wedge Capital Management L L P NC67,379$3.78M0.1%-90.9%0.022%
7/11/2025 UMB Bank n.a.4,510$253K0.0%+6.6%0.001%
7/11/2025Phillips Wealth Planners LLC4,357$239K0.2%-4.7%0.001%
7/11/2025Assenagon Asset Management S.A.105,004$5.89M0.0%+27.5%0.035%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt153,400$8.61M0.4%+20.7%0.050%
7/11/2025IFM Investors Pty Ltd89,385$5.01M0.0%+2.8%0.029%
7/10/2025 Community Trust & Investment Co.294,439$16.52M1.0%-7.7%0.097%
7/10/2025 Mn Services Vermogensbeheer B.V.114,700$6.44M0.0%-7.1%0.038%
7/10/2025 Swedbank AB721,838$40.50M0.0%+2.2%0.238%
7/9/2025 Dynamic Advisor Solutions LLC61,582$3.46M0.1%N/A0.020%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.11,293$634K0.0%N/A0.004%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt62,500$3.51M0.0%-50.8%0.021%
7/1/2025 Legacy Wealth Management LLC MS39,240$2.20M0.7%-3.4%0.013%
6/23/2025 Swedbank AB706,485$36.80M0.0%+0.3%0.232%
6/18/2025Voya Investment Management LLC471,318$24.55M0.0%+3.1%0.155%
5/28/2025Strs Ohio30,445$1.59M0.0%N/A0.010%
5/28/2025Ellsworth Advisors LLC40,111$2.09M0.5%+2.6%0.013%
5/21/2025 Westbourne Investments Inc.27,030$1.41M0.8%-34.5%0.009%
5/21/2025Acadian Asset Management LLC5,789,138$301.54M0.9%+4.8%1.905%
5/21/2025Geneos Wealth Management Inc.882$46K0.0%+92.6%0.000%
5/20/2025Belpointe Asset Management LLC4,397$229K0.0%N/A0.001%
5/20/2025Intech Investment Management LLC31,486$1.64M0.0%-56.6%0.010%
5/20/2025Anchor Investment Management LLC16,367$853K0.1%-4.4%0.005%
5/19/2025Bayforest Capital Ltd6,431$335K0.1%+593.7%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,584,190$134.61M0.0%+1.0%0.850%
5/16/2025Empowered Funds LLC122,328$6.37M0.1%+1,284.9%0.040%
5/16/2025Ascent Group LLC6,874$358K0.0%+6.6%0.002%
5/16/2025Meiji Yasuda Life Insurance Co10,611$553K0.0%+73.9%0.003%
5/16/2025United Services Automobile Association20,443$1.06M0.0%-1.1%0.007%
5/16/2025Great Lakes Advisors LLC142,118$7.40M0.1%N/A0.047%
5/16/2025Caxton Associates LLP8,762$456K0.0%N/A0.003%
5/16/2025Sciencast Management LP43,405$2.26M0.5%N/A0.014%
5/16/2025Ashton Thomas Private Wealth LLC6,077$317K0.0%-89.6%0.002%
5/16/2025Goldman Sachs Group Inc.2,328,989$121.32M0.0%-0.7%0.766%
5/16/2025Dynamic Technology Lab Private Ltd8,419$439K0.1%N/A0.003%
5/16/2025Uniplan Investment Counsel Inc.116,009$6.04M0.6%-3.7%0.038%
5/16/2025 Rise Advisors LLC1,300$68K0.0%-16.7%0.000%
5/16/2025Samlyn Capital LLC1,204,620$62.75M0.9%-34.0%0.396%
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5/16/2025Parkwood LLC240,860$12.55M1.1%+5.3%0.079%
5/16/2025Petrus Trust Company LTA9,589$499K0.0%-31.0%0.003%
5/16/2025Philadelphia Financial Management of San Francisco LLC474,225$24.70M4.8%N/A0.156%
5/16/2025Nissay Asset Management Corp Japan ADV38,406$2.00M0.0%-0.5%0.013%
5/16/2025Millennium Management LLC1,104,954$57.56M0.0%-41.0%0.364%
5/16/2025EFG Asset Management North America Corp.19,216$1.00M0.2%N/A0.006%
5/16/2025EJF Capital LLC37,400$1.95M1.2%+22.6%0.012%
5/16/2025Cinctive Capital Management LP58,939$3.07M0.2%-26.4%0.019%
5/16/2025Concentric Capital Strategies LP28,407$1.48M0.1%-27.5%0.009%
5/16/2025Alliancebernstein L.P.314,884$16.40M0.0%-2.9%0.104%
5/16/2025BW Gestao de Investimentos Ltda.216,943$11.30M0.4%N/A0.071%
5/16/2025AQR Capital Management LLC1,909,451$96.98M0.1%+85.4%0.628%
5/16/2025Advisors Asset Management Inc.912$48K0.0%-64.6%0.000%
5/16/2025Alyeska Investment Group L.P.714,193$37.20M0.1%-59.4%0.235%
5/16/2025Amundi2,125,294$106.71M0.0%-20.1%0.699%
5/15/2025Federation des caisses Desjardins du Quebec52,636$2.74M0.0%-3.6%0.017%
5/15/2025Maverick Capital Ltd.14,185$739K0.0%+84.0%0.005%
5/15/2025FJ Capital Management LLC13,648$711K0.1%N/A0.004%
5/15/2025Royal Bank of Canada329,454$17.16M0.0%+23.7%0.108%
5/15/2025Graham Capital Management L.P.27,626$1.44M0.0%-83.1%0.009%
5/15/2025Steamboat Capital Partners LLC250,000$13.02M3.9%+247.5%0.082%
5/15/2025Quarry LP6,021$314K0.1%+370.0%0.002%
5/15/2025Baird Financial Group Inc.686,620$35.77M0.1%N/A0.226%
5/15/2025New Vernon Investment Management LLC89,799$4.68M6.3%+1,267.2%0.030%
5/15/2025Vident Advisory LLC112,054$5.84M0.1%-10.6%0.037%
5/15/2025The Manufacturers Life Insurance Company 650,385$33.88M0.0%-3.4%0.214%
5/15/2025Canada Pension Plan Investment Board18,769,261$977.69M0.9%-1.4%6.176%
5/15/2025WPG Advisers LLC519$27K0.0%N/A0.000%
5/15/2025Trexquant Investment LP119,733$6.24M0.1%+191.3%0.039%
5/15/2025Lansforsakringar Fondforvaltning AB publ 69,548$3.62M0.0%+1.6%0.023%
5/15/2025OMERS ADMINISTRATION Corp43,945$2.29M0.0%+212.7%0.014%
5/15/2025Callodine Capital Management LP320,289$16.68M2.8%N/A0.105%
5/14/2025B. Metzler seel. Sohn & Co. AG47,830$2.49M0.0%-1.8%0.016%
5/14/2025Ieq Capital LLC50,114$2.61M0.0%+66.4%0.016%
5/14/2025Redwood Investment Management LLC25,239$1.32M0.1%-16.6%0.008%
5/14/2025Keeley Teton Advisors LLC79,187$4.13M0.5%-2.5%0.026%
5/14/2025Rafferty Asset Management LLC5,312$277K0.0%-25.8%0.002%
5/14/2025FORA Capital LLC20,322$1.06M0.1%N/A0.007%
5/14/2025Orion Capital Management LLC630$33K0.0%N/A0.000%
5/14/2025Caisse DE Depot ET Placement DU Quebec103,170$5.37M0.0%N/A0.034%
5/14/2025Corebridge Financial Inc.345,759$18.01M0.1%-3.5%0.114%
5/14/2025Comerica Bank159,494$8.31M0.0%-7.0%0.052%
5/14/2025MetLife Investment Management LLC185,734$9.68M0.1%-2.6%0.061%
5/14/2025SVB Wealth LLC3,214$167K0.0%N/A0.001%
5/14/2025APG Asset Management N.V.159,500$7.69M0.0%-3.3%0.052%
5/14/2025Northwestern Mutual Wealth Management Co.2,985$155K0.0%+180.8%0.001%
5/14/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp59,947$3.12M0.0%-1.3%0.020%
5/14/2025Groupe la Francaise2,726$145K0.0%+45.1%0.001%
5/14/2025Allstate Corp22,745$1.19M0.0%+149.1%0.007%
5/14/2025Compound Planning Inc.10,591$552K0.0%+61.0%0.003%
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5/14/2025Ameriprise Financial Inc.1,017,970$53.03M0.0%-7.9%0.335%
5/14/2025Price T Rowe Associates Inc. MD19,708,542$1.03B0.1%-7.4%6.485%
5/14/2025Candriam S.C.A.41,228$2.15M0.0%-6.9%0.014%
5/14/2025T. Rowe Price Investment Management Inc.880,932$45.89M0.0%+68.1%0.290%
5/14/2025Credit Agricole S A46,567$2.43M0.0%-3.4%0.015%
5/14/2025BI Asset Management Fondsmaeglerselskab A S197,994$10.31M0.1%+1,691.6%0.065%
5/14/2025Hsbc Holdings PLC1,244,858$64.19M0.0%-31.6%0.410%
5/14/2025Quantbot Technologies LP18,689$974K0.0%-77.8%0.006%
5/14/2025Wellington Management Group LLP10,878,516$566.66M0.1%+23.4%3.580%
5/14/2025Korea Investment CORP184,191$9.60M0.0%-33.6%0.061%
(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, 549 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.76B), Price T Rowe Associates Inc. MD ($1.03B), Canada Pension Plan Investment Board ($977.69M), BlackRock Inc. ($807.49M), Norges Bank ($668.25M), Wellington Management Group LLP ($566.66M), and State Street Corp ($545.42M).Learn more on Equitable's institutional investors.

What percentage of Equitable's stock is owned by institutional investors?

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

Which institutional investors have been buying Equitable's stock?

Of the 459 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 ($32.38M), Hsbc Holdings PLC ($7.52M), Wellington Management Group LLP ($5.53M), Acadian Asset Management LLC ($3.53M), Pzena Investment Management LLC ($3.42M), Zurich Insurance Group Ltd FI ($2.70M), and Principal Financial Group Inc. ($2.46M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 75,603,384 shares in the last 24 months. This purchase volume represents approximately $3.55B in transactions.

Which of Equitable's major shareholders have been selling company stock?

Of the 232 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: Pzena Investment Management LLC ($19.42M), Massachusetts Financial Services Co. MA ($5.26M), Sessa Capital IM L.P. ($2.62M), Vanguard Group Inc. ($2.39M), Principal Financial Group Inc. ($1.76M), Hsbc Holdings PLC ($1.67M), and Price T Rowe Associates Inc. MD ($1.57M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 55,223,852 shares in the last 24 months. This volume of shares sold represents approximately $2.56B in transactions.


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This page (NYSE:EQH) was last updated on 7/12/2025 by MarketBeat.com Staff
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