Equitable (EQH) Institutional Ownership

$41.24 -1.54 (-3.61%)

Closing price 05/19/2026 03:59 PM Eastern

Extended Trading

$41.30 +0.06 (+0.16%)

As of 05/19/2026 06:03 PM Eastern

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Current Institutional Ownership Percentage: 92.70%
Number of Institutional Buyers (last 12 months): 346
Total Institutional Inflows (last 12 months): $3.73B

Number of Institutional Sellers (last 12 months): 300
Total Institutional Outflows (last 12 months): $2.46B

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EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
5/19/2026	Bank of America Corp DE	889,016	$32.99M	0.0%	+15.8%	0.316%
5/19/2026	Janus Henderson Group PLC	61,432	$2.28M	0.0%	+78.7%	0.022%
5/19/2026	South Dakota Investment Council	377,662	$14.02M	0.3%	+18.3%	0.134%
5/18/2026	Amundi	798,857	$29.65M	0.0%	-19.1%	0.284%
5/18/2026	EverSource Wealth Advisors LLC	2,501	$93K	0.0%	+26.6%	0.001%
5/18/2026	California State Teachers Retirement System	510,346	$18.94M	0.0%	-5.9%	0.181%
5/18/2026	Royal Bank of Canada	82,672	$3.07M	0.0%	-12.9%	0.029%
5/18/2026	Empowered Funds LLC	13,254	$492K	0.0%	-71.1%	0.005%
5/18/2026	Estate Counselors LLC	45,487	$1.69M	0.2%	N/A	0.016%
5/16/2026	The Manufacturers Life Insurance Company	627,169	$23.27M	0.0%	+20.0%	0.223%
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5/16/2026	Quantinno Capital Management LP	201,321	$7.47M	0.0%	+137.5%	0.072%
5/16/2026	Advent International L.P.	12,810	$475K	0.0%	-97.6%	0.005%
5/16/2026	Lazard Asset Management LLC	902,568	$33.49M	0.1%	+25.3%	0.321%
5/15/2026	Troluce Capital Advisors LLC	200,000	$7.42M	0.5%	N/A	0.071%
5/15/2026	OMERS ADMINISTRATION Corp	14,842	$551K	0.0%	+23.2%	0.005%
5/14/2026	Gabelli Funds LLC	80,675	$2.99M	0.0%	-1.2%	0.029%
5/14/2026	Gamco Investors INC. ET AL	18,006	$668K	0.0%	-9.4%	0.006%
5/14/2026	Public Employees Retirement System of Ohio	83,128	$3.09M	0.0%	-8.1%	0.030%
5/14/2026	Compound Planning Inc.	7,829	$291K	0.0%	-13.4%	0.003%
5/14/2026	Arrowstreet Capital Limited Partnership	79,166	$2.94M	0.0%	N/A	0.028%
5/14/2026	Bank of Nova Scotia	20,428	$758K	0.0%	-54.6%	0.007%
5/14/2026	Sei Investments Co.	566,394	$21.02M	0.0%	-1.3%	0.201%
5/13/2026	Cetera Investment Advisers	27,099	$1.01M	0.0%	-22.5%	0.010%
5/13/2026	Icon Advisers Inc. Co.	36,700	$1.36M	0.3%	-6.4%	0.013%
5/13/2026	CI Investments Inc.	970,137	$36.00M	0.2%	-2.4%	0.345%
5/13/2026	First Trust Advisors LP	83,657	$3.11M	0.0%	-96.1%	0.030%
5/12/2026	ABN Amro Investment Solutions	10,704	$397K	0.0%	-20.5%	0.004%
5/8/2026	Oslo Pensjonsforsikring AS	3,823	$142K	0.0%	N/A	0.001%
5/8/2026	Commerzbank Aktiengesellschaft FI	22,123	$821K	0.0%	+124.1%	0.008%
5/7/2026	Dimensional Fund Advisors LP	3,856,717	$143.10M	0.0%	+12.5%	1.370%
5/7/2026	KBC Group NV	49,751	$1.85M	0.0%	-1.1%	0.018%
5/7/2026	SEB Asset Management AB	183,107	$6.80M	0.0%	N/A	0.065%
5/7/2026	Swiss National Bank	841,000	$31.21M	0.0%	+2.5%	0.299%
5/6/2026	California Public Employees Retirement System	405,978	$15.07M	0.0%	-5.6%	0.144%
5/6/2026	Bessemer Group Inc.	68,797	$2.55M	0.0%	-5.8%	0.024%
5/6/2026	Allspring Global Investments Holdings LLC	25,750	$969K	0.0%	-97.8%	0.009%
5/5/2026	Bank of New York Mellon Corp	2,442,698	$90.65M	0.0%	-17.0%	0.868%
5/5/2026	Illinois Municipal Retirement Fund	19,442	$721K	0.0%	-50.0%	0.007%
5/5/2026	Livforsakringsbolaget Skandia Omsesidigt	291,100	$10.80M	0.4%	+9.8%	0.103%
5/4/2026	Bleakley Financial Group LLC	10,533	$391K	0.0%	N/A	0.004%
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5/4/2026	State of Michigan Retirement System	72,286	$2.68M	0.0%	+0.7%	0.026%
5/4/2026	Principal Financial Group Inc.	1,955,557	$72.57M	0.0%	-5.0%	0.695%
5/4/2026	Chicago Partners Investment Group LLC	5,003	$186K	0.0%	N/A	0.002%
5/4/2026	J. Safra Sarasin Holding AG	19,109	$708K	0.0%	+1.5%	0.007%
5/4/2026	Applied Finance Capital Management LLC	8,594	$319K	0.0%	+9.8%	0.003%
5/1/2026	Commonwealth of Pennsylvania Public School Empls Retrmt SYS	70,982	$2.63M	0.0%	-1.0%	0.025%
5/1/2026	Fifth Third Bancorp	100,120	$3.72M	0.0%	+4,896.0%	0.036%
5/1/2026	Candriam S.C.A.	25,218	$936K	0.0%	-9.7%	0.009%
5/1/2026	Sequoia Financial Advisors LLC	9,393	$349K	0.0%	-26.9%	0.003%
4/30/2026	Hsbc Holdings PLC	873,962	$32.43M	0.0%	+5.8%	0.310%
4/30/2026	Sumitomo Mitsui Trust Group Inc.	637,076	$23.64M	0.0%	-5.5%	0.226%
4/30/2026	Resona Asset Management Co. Ltd.	89,642	$3.31M	0.0%	+3.3%	0.032%
4/30/2026	Oregon Public Employees Retirement Fund	58,135	$2.16M	0.0%	+2.1%	0.021%
4/29/2026	R Squared Ltd	8,970	$333K	0.2%	+72.4%	0.003%
4/29/2026	Swedbank AB	506,555	$18.80M	0.0%	-0.7%	0.180%
4/29/2026	Integrated Advisors Network LLC	31,038	$1.15M	0.1%	-2.5%	0.011%
4/28/2026	Abel Hall LLC	8,338	$309K	0.1%	N/A	0.003%
4/28/2026	Kepler Cheuvreux Suisse SA	36,397	$1.35M	0.1%	-47.9%	0.013%
4/28/2026	Praxis Investment Management Inc.	5,665	$210K	0.0%	-41.7%	0.002%
4/28/2026	QRG Capital Management Inc.	7,407	$275K	0.0%	-56.6%	0.003%
4/27/2026	HB Wealth Management LLC	9,340	$347K	0.0%	+67.1%	0.003%
4/27/2026	Counterpoint Mutual Funds LLC	7,644	$284K	0.0%	+21.4%	0.003%
4/27/2026	New York State Teachers Retirement System	113,992	$4.23M	0.0%	-13.9%	0.040%
4/27/2026	Fjarde AP Fonden Fourth Swedish National Pension Fund	53,197	$1.97M	0.0%	+32.0%	0.019%
4/25/2026	Strs Ohio	6,831	$253K	0.0%	-5.2%	0.002%
4/25/2026	Pzena Investment Management LLC	4,464,347	$165.67M	0.5%	+3.2%	1.586%
4/24/2026	Root Financial Partners LLC	888	$33K	0.0%	+64.1%	0.000%
4/24/2026	IFM Investors Pty Ltd	83,925	$3.11M	0.0%	-2.3%	0.030%
4/23/2026	Capital Investment Counsel LLC	99,460	$3.69M	0.5%	-0.9%	0.035%
4/23/2026	Apollon Wealth Management LLC	10,658	$396K	0.0%	+29.3%	0.004%
4/22/2026	Janney Montgomery Scott LLC	28,300	$1.05M	0.0%	+217.4%	0.010%
4/22/2026	Pictet Asset Management Holding SA	336,272	$12.47M	0.0%	+24.4%	0.120%
4/21/2026	Compass Advisory Group LLC	12,922	$480K	0.1%	N/A	0.005%
4/21/2026	Foster & Motley Inc.	171,571	$6.37M	0.3%	-3.3%	0.061%
4/21/2026	Louisiana State Employees Retirement System	82,100	$3.05M	0.1%	N/A	0.029%
4/20/2026	BTC Capital Management Inc.	106,789	$3.96M	0.3%	+47.2%	0.038%
4/20/2026	Blue Trust Inc.	1,395	$52K	0.0%	-15.3%	0.000%
4/20/2026	Fifth Third Wealth Advisors LLC	10,314	$383K	0.0%	+7.2%	0.004%
4/20/2026	OP Asset Management Ltd	33,179	$1.23M	0.0%	N/A	0.012%
4/20/2026	Assenagon Asset Management S.A.	74,483	$2.76M	0.0%	+437.5%	0.027%
4/16/2026	SG Americas Securities LLC	90,015	$3.34M	0.0%	-89.9%	0.032%
4/16/2026	E. Ohman J or Asset Management AB	7,700	$286K	0.0%	-40.8%	0.003%
4/16/2026	BI Asset Management Fondsmaeglerselskab A S	4,393	$163K	0.0%	-63.8%	0.002%
4/16/2026	Diversified Trust Co	23,145	$859K	0.0%	-45.1%	0.008%
3/20/2026	Hsbc Holdings PLC	826,042	$39.55M	0.0%	-7.1%	0.295%
3/17/2026	Rockefeller Capital Management L.P.	81,192	$3.87M	0.0%	-6.4%	0.029%
3/9/2026	Corient Private Wealth LLC	46,172	$2.20M	0.0%	-2.5%	0.016%
3/6/2026	Hsbc Holdings PLC	826,042	$39.55M	0.0%	-7.1%	0.295%
2/26/2026	Anchor Investment Management LLC	2,000	$95K	0.0%	-33.3%	0.001%
2/24/2026	Pacer Advisors Inc.	46,021	$2.19M	0.0%	+15.3%	0.016%
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2/19/2026	T. Rowe Price Investment Management Inc.	473,741	$22.57M	0.0%	-3.0%	0.165%
2/19/2026	Compound Planning Inc.	9,037	$431K	0.0%	-27.8%	0.003%
2/19/2026	Invesco Ltd.	4,592,408	$218.83M	0.0%	-2.5%	1.603%
2/19/2026	Corient Private Wealth LLC	37,288	$1.78M	0.0%	-21.3%	0.013%
2/19/2026	Smith Asset Management Co. LLC	82,004	$3.91M	3.2%	+14.0%	0.029%
2/18/2026	Mercer Global Advisors Inc. ADV	111,134	$5.30M	0.0%	+4.9%	0.039%
2/18/2026	Vident Advisory LLC	120,655	$5.75M	0.1%	+16.0%	0.042%
2/18/2026	State of Tennessee Department of Treasury	119,346	$5.54M	0.0%	-4.1%	0.042%
2/18/2026	Mackenzie Financial Corp	38,049	$1.83M	0.0%	-16.4%	0.013%
2/18/2026	Empowered Funds LLC	45,909	$2.19M	0.0%	-39.9%	0.016%

EQH Institutional Ownership - Frequently Asked Questions

During the previous two years, 624 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.46B), 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), Norges Bank ($551.00M), and Wellington Management Group LLP ($395.72M).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 538 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), Capital International Investors ($6.69M), Wellington Management Group LLP ($5.53M), Diamond Hill Capital Management Inc. ($4.29M), Boston Partners ($3.64M), Acadian Asset Management LLC ($3.42M), and Bank of Montreal Can ($2.79M).

Institutional investors have bought a total of 72,903,755 shares in the last 24 months. This purchase volume represents approximately $3.73B in transactions.

Of the 300 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 ($2.08M), Pzena Investment Management LLC ($1.66M), and Amundi ($1.53M).

Institutional investors have sold a total of 49,836,268 shares in the last 24 months. This volume of shares sold represents approximately $2.46B in transactions.

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This page (NYSE:EQH) was last updated on 5/20/2026 by MarketBeat.com Staff.

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Equitable (EQH) Institutional Ownership

EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

EQH Institutional Ownership - Frequently Asked Questions

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Equitable (EQH) Institutional Ownership

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

EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

EQH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQH shares?

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

Which institutional investors have been buying Equitable's stock?

How much institutional buying is happening at Equitable?

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

How much institutional selling is happening at Equitable?

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