Equitable (EQH) Institutional Ownership $42.42 +1.16 (+2.82%) As of 02:05 PM Eastern This is a fair market value price provided by Massive. Learn more. Add Compare Share Share Ownership Stock AnalysisAnalyst ForecastsChartCompetitorsDividendEarningsFinancialsHeadlinesInsider TradesOptions ChainOwnershipSEC FilingsShort InterestTrendsBuy This Stock Institutional Ownership Changes (13F Filings) for Equitable (NYSE:EQH)CurrentInstitutional OwnershipPercentage92.70%Number ofInstitutional Buyers(last 12 months)344TotalInstitutional Inflows(last 12 months)$3.73BNumber ofInstitutional Sellers(last 12 months)300TotalInstitutional Outflows(last 12 months)$2.46B 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. 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Skip Chart & View Institutional Buying and Selling Data EQH Institutional Buying and Selling by Quarter Equitable Major Shareholders & Ownership History ExportReporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails5/19/2026 Bank of America Corp DE889,016$32.99M0.0%+15.8%0.316% 5/19/2026 Janus 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 Company 627,169$23.27M0.0%+20.0%0.223% Get the Latest News and Ratings for EQH and Related StocksEnter your email address below to receive the latest news and analysts' ratings for Equitable and its competitors with MarketBeat's FREE daily newsletter. 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% 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% 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% 5/7/2026 Dimensional 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% 5/7/2026 Swiss National Bank841,000$31.21M0.0%+2.5%0.299% 5/6/2026 California Public Employees Retirement System405,978$15.07M0.0%-5.6%0.144% 5/6/2026 Bessemer Group Inc.68,797$2.55M0.0%-5.8%0.024% 5/6/2026 Allspring 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% 5/5/2026 Illinois Municipal Retirement Fund19,442$721K0.0%-50.0%0.007% 5/5/2026 Livforsakringsbolaget Skandia Omsesidigt291,100$10.80M0.4%+9.8%0.103% 5/4/2026 Bleakley Financial Group LLC10,533$391K0.0%N/A0.004% Read now. Do not delete. You’ve been warned. (Ad)Three Nobel Prize Winners expose this once-in-a-generation wealth shift: “Don’t Say I Didn’t Warn You” Porter Stansberry exposes how the convergence of three immense forces is about to rewrite everything about the American way of life: how you work, save, invest… it’s all about to change.Don’t be left behind. Click here now.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% 5/1/2026 Candriam 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% 4/30/2026 Hsbc 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% 4/29/2026 Integrated 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% 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% 4/21/2026 Compass 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% 4/20/2026 Assenagon Asset Management S.A.74,483$2.76M0.0%+437.5%0.027% 4/16/2026 SG Americas Securities LLC90,015$3.34M0.0%-89.9%0.032% 4/16/2026 E. Ohman J or Asset Management AB7,700$286K0.0%-40.8%0.003% 4/16/2026 BI Asset Management Fondsmaeglerselskab A S4,393$163K0.0%-63.8%0.002% 4/16/2026 Diversified Trust Co23,145$859K0.0%-45.1%0.008% 3/20/2026 Hsbc Holdings PLC826,042$39.55M0.0%-7.1%0.295% 3/17/2026 Rockefeller Capital Management L.P.81,192$3.87M0.0%-6.4%0.029% 3/9/2026 Corient Private Wealth LLC46,172$2.20M0.0%-2.5%0.016% 3/6/2026 Hsbc Holdings PLC826,042$39.55M0.0%-7.1%0.295% 2/26/2026 Anchor Investment Management LLC2,000$95K0.0%-33.3%0.001% 2/24/2026 Pacer Advisors Inc.46,021$2.19M0.0%+15.3%0.016% Read this warning immediately (Ad)Porter Stansberry, founder of one of the world's largest financial research firms, says he's breaking the biggest story of his 26-year career. A famous historian whose books have sold over 45 million copies in 65 languages is warning of a structural shift so large it has only one historical parallel - 1776. One Stanford economist calls it 'the biggest change ever - bigger than electricity, bigger than the steam engine.' Stansberry outlines the stocks to buy, the stocks to sell, and three money moves to position yourself on the right side of this shift.Read Porter Stansberry's full breakdown and protect your wealth now2/19/2026 T. Rowe Price Investment Management Inc.473,741$22.57M0.0%-3.0%0.165% 2/19/2026 Compound Planning Inc.9,037$431K0.0%-27.8%0.003% 2/19/2026 Invesco Ltd.4,592,408$218.83M0.0%-2.5%1.603% 2/19/2026 Corient Private Wealth LLC37,288$1.78M0.0%-21.3%0.013% 2/19/2026 Smith Asset Management Co. LLC82,004$3.91M3.2%+14.0%0.029% 2/18/2026 Mercer Global Advisors Inc. ADV111,134$5.30M0.0%+4.9%0.039% 2/18/2026 Vident Advisory LLC120,655$5.75M0.1%+16.0%0.042% 2/18/2026 State of Tennessee Department of Treasury119,346$5.54M0.0%-4.1%0.042% 2/18/2026 Mackenzie Financial Corp38,049$1.83M0.0%-16.4%0.013% 2/18/2026 Empowered Funds LLC45,909$2.19M0.0%-39.9%0.016% EQH Institutional Ownership - Frequently Asked Questions Who are the largest shareholders of EQH shares? 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. 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 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). How much institutional buying is happening at Equitable? 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. Which of Equitable's major shareholders have been selling company stock? 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). How much institutional selling is happening at Equitable? 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. Related Companies HBAN Institutional Ownership PFG Institutional Ownership AMP Institutional Ownership CRBG Institutional Ownership LNC Institutional Ownership MET Institutional Ownership MS Institutional Ownership PRU Institutional Ownership SF Institutional Ownership VOYA Institutional Ownership This page (NYSE:EQH) was last updated on 5/20/2026 by MarketBeat.com Staff. From Our PartnersNevada gold explorer near Kinross district draws attentionGold has surged past $5,300 per ounce, with Goldman Sachs and JPMorgan forecasting $6,000+ by end of 2026. Cen...Wall Street Logic | SponsoredThe Last Time This Market Moved, Early Investors Took NoticeLithium has already had one major run - and now prices are starting to move again. 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