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Equitable (EQH) Institutional Ownership

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$48.66 -0.33 (-0.67%)
As of 01:52 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)
335
Total
Institutional Inflows
(last 12 months)
$3.60B
Number of
Institutional Sellers
(last 12 months)
293
Total
Institutional Outflows
(last 12 months)
$2.40B
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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
7/10/2026 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%
5/18/2026EverSource 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%
5/18/2026Estate Counselors LLC45,487$1.69M0.2%N/A0.016%
5/16/2026The Manufacturers Life Insurance Company 627,169$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%
5/14/2026Compound Planning Inc.7,829$291K0.0%-13.4%0.003%
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%
5/12/2026ABN Amro Investment Solutions10,704$397K0.0%-20.5%0.004%
5/8/2026Oslo Pensjonsforsikring AS3,823$142K0.0%N/A0.001%
5/8/2026Commerzbank Aktiengesellschaft FI22,123$821K0.0%+124.1%0.008%
5/7/2026Dimensional Fund Advisors LP3,856,717$143.10M0.0%+12.5%1.370%
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5/7/2026KBC Group NV49,751$1.85M0.0%-1.1%0.018%
5/7/2026SEB 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%
5/5/2026Bank 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%
5/4/2026Bleakley Financial Group LLC10,533$391K0.0%N/A0.004%
5/4/2026State of Michigan Retirement System72,286$2.68M0.0%+0.7%0.026%
5/4/2026Principal Financial Group Inc.1,955,557$72.57M0.0%-5.0%0.695%
5/4/2026Chicago Partners Investment Group LLC5,003$186K0.0%N/A0.002%
5/4/2026J. Safra Sarasin Holding AG19,109$708K0.0%+1.5%0.007%
5/4/2026Applied 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%
5/1/2026Fifth 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%
4/30/2026Sumitomo Mitsui Trust Group Inc.637,076$23.64M0.0%-5.5%0.226%
4/30/2026Resona Asset Management Co. Ltd.89,642$3.31M0.0%+3.3%0.032%
4/30/2026Oregon Public Employees Retirement Fund58,135$2.16M0.0%+2.1%0.021%
4/29/2026R 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%
4/28/2026Abel Hall LLC8,338$309K0.1%N/A0.003%
4/28/2026 Kepler Cheuvreux Suisse SA36,397$1.35M0.1%-47.9%0.013%
4/28/2026Praxis 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%
4/27/2026HB Wealth Management LLC9,340$347K0.0%+67.1%0.003%
4/27/2026Counterpoint Mutual Funds LLC7,644$284K0.0%+21.4%0.003%
4/27/2026New York State Teachers Retirement System113,992$4.23M0.0%-13.9%0.040%
4/27/2026Fjarde AP Fonden Fourth Swedish National Pension Fund53,197$1.97M0.0%+32.0%0.019%
4/25/2026Strs Ohio6,831$253K0.0%-5.2%0.002%
4/25/2026Pzena Investment Management LLC4,464,347$165.67M0.5%+3.2%1.586%
4/24/2026Root Financial Partners LLC888$33K0.0%+64.1%0.000%
4/24/2026IFM 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%
4/23/2026Apollon Wealth Management LLC10,658$396K0.0%+29.3%0.004%
4/22/2026Janney Montgomery Scott LLC28,300$1.05M0.0%+217.4%0.010%
4/22/2026Pictet Asset Management Holding SA336,272$12.47M0.0%+24.4%0.120%
4/21/2026Compass Advisory Group LLC12,922$480K0.1%N/A0.005%
4/21/2026Foster & Motley Inc.171,571$6.37M0.3%-3.3%0.061%
4/21/2026Louisiana 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%
4/20/2026Blue 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%
4/20/2026OP 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%
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4/16/2026SG 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%
4/16/2026BI 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%
3/20/2026Hsbc Holdings PLC826,042$39.55M0.0%-7.1%0.295%
3/17/2026Rockefeller Capital Management L.P.81,192$3.87M0.0%-6.4%0.029%
3/9/2026Corient Private Wealth LLC46,172$2.20M0.0%-2.5%0.016%
3/6/2026Hsbc Holdings PLC826,042$39.55M0.0%-7.1%0.295%
2/26/2026Anchor Investment Management LLC2,000$95K0.0%-33.3%0.001%
2/24/2026Pacer Advisors Inc.46,021$2.19M0.0%+15.3%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 537 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 70,631,494 shares in the last 24 months. This purchase volume represents approximately $3.60B in transactions.

Of the 293 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 48,828,958 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.


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This page (NYSE:EQH) was last updated on 7/20/2026 by MarketBeat.com Staff.
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