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Equitable (EQH) Institutional Ownership

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$50.15 0.00 (0.00%)
As of 08/28/2026 03:58 PM Eastern
Compare

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

Current
Institutional Ownership
Percentage
92.70%
Number of
Institutional Buyers
(last 12 months)
307
Total
Institutional Inflows
(last 12 months)
$5.59B
Number of
Institutional Sellers
(last 12 months)
258
Total
Institutional Outflows
(last 12 months)
$1.91B
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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
8/27/2026 Corient Private Wealth LP21,516$944K0.0%-36.7%0.008%
8/26/2026 Amundi123,616$5.42M0.0%-84.5%0.045%
8/26/2026 HighTower Advisors LLC22,853$1.00M0.0%-11.3%0.008%
8/25/2026 VIRGINIA RETIREMENT SYSTEMS ET Al59,400$2.61M0.0%N/A0.022%
8/24/2026 California State Teachers Retirement System14,272,760$626.29M0.0%+2,696.7%5.227%
8/23/2026 Wedmont Private Capital4,617$217K0.0%N/A0.002%
8/23/2026 HB Wealth Management LLC9,784$429K0.0%+4.8%0.004%
8/22/2026 AlphaGrep UK Ltd6,077$267K0.1%N/A0.002%
8/22/2026 denkapparat Operations GmbH18,636$818K0.3%+90.3%0.007%
8/21/2026 Nykredit A S8,577$376K0.0%N/A0.003%
8/21/2026 Legacy Financial Advisors Inc.9,901$434K0.1%N/A0.004%
8/20/2026 Moore Capital Management LP345,408$15.16M0.2%N/A0.127%
8/20/2026 Alyeska Investment Group L.P.1,365,626$59.92M0.2%+5,578.5%0.500%
8/20/2026 Northwestern Mutual Wealth Management Co.2,967$130K0.0%+31.2%0.001%
8/20/2026 Thornburg Investment Management Inc.5,142,337$225.65M2.2%+3.0%1.883%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,051,605$46.14M0.0%-49.0%0.385%
8/19/2026 Royal London Asset Management Ltd.115,216$5.06M0.0%-8.4%0.042%
8/19/2026 Hsbc Holdings PLC465,374$20.38M0.0%-46.8%0.170%
8/19/2026 Wellington Management Group LLP8,784,986$385.49M0.1%+6.3%3.217%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt288,000$12.64M0.4%N/A0.105%
8/18/2026 Empowered Funds LLC19,909$874K0.0%N/A0.007%
8/18/2026 United Capital Financial Advisors LLC9,417$413K0.0%N/A0.003%
8/18/2026 Glazer Capital LLC5,000$219K0.0%N/A0.002%
8/18/2026 Equitable Holdings Inc.17,650$774K0.0%N/A0.006%
8/18/2026Jefferies Financial Group Inc.26,600$1.17M0.0%N/A0.010%
8/18/2026 Public Employees Retirement System of Ohio79,746$3.50M0.0%N/A0.029%
8/17/2026 Capstone Investment Advisors LLC70,000$3.07M0.0%N/A0.026%
8/17/2026 Redwood Investment Management LLC49,974$2.19M0.2%N/A0.018%
8/17/2026 Corient Private Wealth LP19,824$870K0.0%N/A0.007%
8/17/2026 Philadelphia Financial Management of San Francisco LLC226,030$9.92M0.0%N/A0.083%
8/17/2026 Bank of America Corp DE942,782$41.37M0.0%N/A0.345%
8/17/2026 Basswood Capital Management L.L.C.361,690$15.87M0.6%N/A0.132%
8/15/2026 Caisse de depot et placement du Quebec482,997$21.19M0.0%N/A0.177%
8/15/2026 Man Group plc48,328$2.12M0.0%N/A0.018%
8/15/2026 Jupiter Topco LLC162,826$7.15M0.0%N/A0.060%
8/15/2026 Kintayl Capital LP134,260$5.89M2.3%N/A0.049%
8/14/2026 Hsbc Holdings PLC465,374$20.38M0.0%N/A0.170%
8/14/2026 EFG International AG158,413$6.95M0.1%N/A0.058%
8/14/2026 Canada Pension Plan Investment Board9,106,103$399.58M0.2%N/A3.335%
8/14/2026 Legal & General Group Plc684,214$30.02M0.0%N/A0.251%
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8/14/2026 The Manufacturers Life Insurance Company649,646$28.51M0.0%N/A0.238%
8/14/2026 Hyperion Capital Advisors LP8,611$378K0.2%N/A0.003%
8/14/2026 Conifer Management L.L.C.4,200,000$184.30M0.0%N/A1.538%
8/13/2026 Cibc World Market Inc.6,096$267K0.0%N/A0.002%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.75,493$3.31M0.0%N/A0.028%
8/13/2026 PEAK6 LLC6,245$274K0.0%N/A0.002%
8/13/2026 Meiji Yasuda Asset Management Co Ltd.6,536$287K0.0%N/A0.002%
8/13/2026 Kendall Capital Management96,775$4.25M0.7%N/A0.035%
8/12/2026 Northwestern Mutual Wealth Management Co.2,967$130K0.0%N/A0.001%
8/12/2026 Quantbot Technologies LP139,395$6.12M0.2%N/A0.051%
8/11/2026 Allworth Financial LP1,254$55K0.0%N/A0.000%
8/11/2026 Algebris UK Ltd.1,957,978$85.65M5.6%N/A0.717%
8/10/2026 Tocqueville Asset Management L.P.512,957$22.51M0.3%N/A0.188%
8/10/2026 Bruni J V & Co. Co.766,929$33.65M0.0%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 Advisor4,743,519$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%
6/18/2026 Pacer Advisors Inc.47,664$1.77M0.0%+3.6%0.017%
5/21/2026 Essential Partners LLC1,084$40K0.0%+245.2%0.000%
5/19/2026 Bank 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%
5/19/2026 South Dakota Investment Council377,662$14.02M0.3%+18.3%0.134%
5/18/2026 Amundi798,857$29.65M0.0%-19.1%0.284%
5/18/2026 EverSource Wealth Advisors LLC2,501$93K0.0%+26.6%0.001%
5/18/2026 California State Teachers Retirement System510,346$18.94M0.0%-5.9%0.181%
5/18/2026 Royal Bank of Canada82,672$3.07M0.0%-12.9%0.029%
5/18/2026 Empowered Funds LLC13,254$492K0.0%-71.1%0.005%
5/18/2026 Estate Counselors LLC45,487$1.69M0.2%N/A0.016%
5/16/2026 The Manufacturers Life Insurance Company627,169$23.27M0.0%+20.0%0.223%
5/16/2026 Quantinno Capital Management LP201,321$7.47M0.0%+137.5%0.072%
5/16/2026 Advent International L.P.12,810$475K0.0%-97.6%0.005%
5/16/2026 Lazard Asset Management LLC902,568$33.49M0.1%+25.3%0.321%
5/15/2026 Troluce Capital Advisors LLC200,000$7.42M0.5%N/A0.071%
5/15/2026 OMERS ADMINISTRATION Corp14,842$551K0.0%+23.2%0.005%
5/14/2026 Gabelli Funds LLC80,675$2.99M0.0%-1.2%0.029%
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5/14/2026 Gamco Investors INC. ET AL18,006$668K0.0%-9.4%0.006%
5/14/2026 Public 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%
5/14/2026 Arrowstreet Capital Limited Partnership79,166$2.94M0.0%N/A0.028%
5/14/2026 Bank of Nova Scotia20,428$758K0.0%-54.6%0.007%
5/14/2026 Sei Investments Co.566,394$21.02M0.0%-1.3%0.201%
5/13/2026 Cetera Investment Advisers27,099$1.01M0.0%-22.5%0.010%
5/13/2026 Icon Advisers Inc. Co.36,700$1.36M0.3%-6.4%0.013%
5/13/2026 CI Investments Inc.970,137$36.00M0.2%-2.4%0.345%
5/13/2026 First Trust Advisors LP83,657$3.11M0.0%-96.1%0.030%


EQH Institutional Ownership - Frequently Asked Questions

During the previous two years, 626 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.46B), BlackRock Inc. ($1.14B), Price T Rowe Associates Inc. MD ($822.35M), Capital International Investors ($645.45M), California State Teachers Retirement System ($626.29M), 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 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), BlackRock Inc. ($25.90M), California State Teachers Retirement System ($13.79M), Canada Pension Plan Investment Board ($9.19M), Capital International Investors ($6.69M), Wellington Management Group LLP ($6.05M), and Pzena Investment Management LLC ($5.78M).

Institutional investors have bought a total of 122,890,238 shares in the last 24 months. This purchase volume represents approximately $5.59B in transactions.

Of the 258 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. ($3.20M), First Trust Advisors LP ($2.70M), Amundi ($2.20M), Invesco Ltd. ($2.18M), UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC ($2.16M), and Allspring Global Investments Holdings LLC ($1.94M).

Institutional investors have sold a total of 40,474,487 shares in the last 24 months. This volume of shares sold represents approximately $1.91B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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