Equitable (EQH) Institutional Ownership

$47.62 +0.82 (+1.75%)

(As of 11/22/2024 ET)

Current Institutional Ownership Percentage: 92.70%
Number of Institutional Buyers (last 12 months): 231
Total Institutional Inflows (last 12 months): $1.92B

Number of Institutional Sellers (last 12 months): 157
Total Institutional Outflows (last 12 months): $1.66B

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EQH Institutional Buying and Selling by Quarter

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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
11/19/2024	Unigestion Holding SA	20,154	$847K	0.0%	N/A	0.006%
11/19/2024	TCW Group Inc.	132,460	$5.57M	0.0%	-1.3%	0.042%
11/18/2024	Teachers Retirement System of The State of Kentucky	104,220	$4.38M	0.0%	-2.5%	0.033%
11/18/2024	Toronto Dominion Bank	44,794	$1.88M	0.0%	+27.1%	0.014%
11/18/2024	Coldstream Capital Management Inc.	5,058	$215K	0.0%	N/A	0.002%
11/16/2024	Geode Capital Management LLC	5,675,311	$238.00M	0.0%	-17.8%	1.811%
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11/15/2024	M&T Bank Corp	38,718	$1.63M	0.0%	+29.1%	0.012%
11/15/2024	Barclays PLC	501,498	$21.08M	0.0%	+13.5%	0.160%
11/15/2024	Public Employees Retirement System of Ohio	118,662	$4.99M	0.0%	-4.7%	0.038%
11/15/2024	Y Intercept Hong Kong Ltd	34,630	$1.46M	0.1%	-56.1%	0.011%
11/15/2024	First National Bank of Omaha	74,789	$3.14M	0.2%	-6.7%	0.024%
11/15/2024	Orion Portfolio Solutions LLC	16,482	$693K	0.0%	+134.9%	0.005%
11/15/2024	XTX Topco Ltd	31,422	$1.32M	0.1%	-5.4%	0.010%
11/15/2024	iSAM Funds UK Ltd	12,398	$521K	0.3%	N/A	0.004%
11/15/2024	National Bank of Canada FI	172,906	$7.27M	0.0%	+302.2%	0.055%
11/15/2024	iA Global Asset Management Inc.	7,407	$311K	0.0%	+42.1%	0.002%
11/15/2024	United Services Automobile Association	20,675	$869K	0.0%	-12.0%	0.007%
11/15/2024	Wellington Management Group LLP	5,513,571	$231.74M	0.0%	+3.0%	1.760%
11/15/2024	State Street Corp	12,976,870	$545.42M	0.0%	+2.7%	4.141%
11/15/2024	Stifel Financial Corp	22,532	$947K	0.0%	-55.5%	0.007%
11/15/2024	Quantinno Capital Management LP	25,722	$1.08M	0.0%	+17.4%	0.008%
11/15/2024	Quarry LP	8,182	$344K	0.1%	+245.8%	0.003%
11/15/2024	Redwood Investment Management LLC	35,353	$1.48M	0.1%	+4.2%	0.011%
11/15/2024	Petrus Trust Company LTA	16,742	$704K	0.1%	N/A	0.005%
11/15/2024	Point72 Asset Management L.P.	279,310	$11.74M	0.0%	+15.7%	0.089%
11/15/2024	Prana Capital Management LP	24,816	$1.04M	0.0%	N/A	0.008%
11/15/2024	New Vernon Investment Management LLC	82,488	$3.47M	3.7%	+7.7%	0.026%
11/15/2024	Investment Management Corp of Ontario	20,040	$842K	0.0%	+21.2%	0.006%
11/15/2024	Jacobs Levy Equity Management Inc.	242,163	$10.18M	0.0%	+1,309.9%	0.077%
11/15/2024	Holocene Advisors LP	157,085	$6.60M	0.0%	+486.6%	0.050%
11/15/2024	Centiva Capital LP	67,486	$2.84M	0.1%	+27.5%	0.022%
11/15/2024	Point72 Hong Kong Ltd	72,345	$3.04M	0.2%	N/A	0.023%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	54,278	$2.28M	0.0%	-13.5%	0.017%
11/14/2024	Maverick Capital Ltd.	41,100	$1.73M	0.0%	+11.6%	0.013%
11/14/2024	Edgestream Partners L.P.	160,303	$6.74M	0.3%	N/A	0.051%
11/14/2024	Point72 Europe London LLP	67,349	$2.83M	0.2%	-46.9%	0.021%
11/14/2024	Verition Fund Management LLC	11,409	$480K	0.0%	-16.8%	0.004%
11/14/2024	Rockefeller Capital Management L.P.	104,379	$4.39M	0.0%	-3.5%	0.033%
11/14/2024	Vinva Investment Management Ltd	14,350	$602K	0.0%	N/A	0.005%
11/14/2024	Hyperion Capital Advisors LP	6,061	$255K	0.1%	-97.1%	0.002%
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11/14/2024	Public Sector Pension Investment Board	42,755	$1.80M	0.0%	-1.2%	0.014%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,220,356	$93.32M	0.0%	+2.5%	0.709%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	628,115	$26.40M	0.1%	+11.7%	0.200%
11/14/2024	MetLife Investment Management LLC	180,262	$7.58M	0.0%	+2.1%	0.058%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	16,151	$679K	0.0%	-92.4%	0.005%
11/13/2024	Bridgewater Associates LP	13,414	$564K	0.0%	N/A	0.004%
11/13/2024	Brooklyn Investment Group	2,953	$124K	0.0%	N/A	0.001%
11/13/2024	Quantbot Technologies LP	106,575	$4.48M	0.2%	+426.0%	0.034%
11/13/2024	FMR LLC	710,951	$29.88M	0.0%	+27.4%	0.227%
11/13/2024	The Manufacturers Life Insurance Company	654,941	$27.53M	0.0%	-12.2%	0.209%
11/13/2024	Qsemble Capital Management LP	78,456	$3.30M	0.6%	+902.4%	0.025%
11/13/2024	Bank of Montreal Can	388,941	$16.33M	0.0%	+1,133.8%	0.124%
11/13/2024	Dynamic Technology Lab Private Ltd	49,766	$2.09M	0.2%	+335.6%	0.016%
11/13/2024	Daiwa Securities Group Inc.	30,593	$1.29M	0.0%	+34.8%	0.010%
11/12/2024	Swedbank AB	710,142	$29.85M	0.0%	-0.2%	0.227%
11/12/2024	Pitcairn Co.	6,964	$293K	0.0%	-20.5%	0.002%
11/12/2024	Algert Global LLC	20,052	$843K	0.0%	+41.3%	0.006%
11/12/2024	Cerity Partners LLC	22,443	$943K	0.0%	+53.5%	0.007%
11/12/2024	Citigroup Inc.	266,916	$11.22M	0.0%	-1.7%	0.085%
11/12/2024	Raymond James Trust N.A.	6,677	$281K	0.0%	N/A	0.002%
11/12/2024	Sessa Capital IM L.P.	4,035,058	$169.59M	6.2%	-19.2%	1.288%
11/12/2024	Eagle Asset Management Inc.	221,465	$9.31M	0.0%	+25.7%	0.071%
11/12/2024	Charles Schwab Investment Management Inc.	2,165,115	$91M	0.0%	+3.3%	0.691%
11/12/2024	Massachusetts Financial Services Co. MA	4,505,223	$189.36M	0.1%	-8.9%	1.438%
11/9/2024	Intech Investment Management LLC	61,091	$2.57M	0.0%	+4.7%	0.019%
11/8/2024	Pzena Investment Management LLC	16,432,139	$690.64M	2.2%	-11.9%	5.185%
11/8/2024	Ontario Teachers Pension Plan Board	25,211	$1.06M	0.0%	-10.2%	0.008%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	46,974	$1.97M	0.0%	N/A	0.015%
11/7/2024	Quest Partners LLC	63,827	$2.68M	0.2%	+377.2%	0.020%
11/7/2024	AMG National Trust Bank	26,339	$1.11M	0.0%	-38.2%	0.008%
11/7/2024	Swiss National Bank	965,400	$40.58M	0.0%	-0.5%	0.305%
11/7/2024	Thrivent Financial for Lutherans	312,112	$13.12M	0.0%	-8.3%	0.098%
11/6/2024	Mutual of America Capital Management LLC	172,812	$7.26M	0.1%	-1.3%	0.055%
11/6/2024	Natixis Advisors LLC	33,321	$1.40M	0.0%	+76.4%	0.011%
11/6/2024	CIBC Asset Management Inc	11,765	$494K	0.0%	+5.2%	0.004%
11/6/2024	Metis Global Partners LLC	15,038	$632K	0.0%	-5.3%	0.005%
11/6/2024	Oppenheimer Asset Management Inc.	210,301	$8.84M	0.1%	-2.0%	0.066%
11/5/2024	MQS Management LLC	13,977	$587K	0.3%	N/A	0.004%
11/5/2024	Victory Capital Management Inc.	266,677	$11.21M	0.0%	+24.2%	0.084%
11/5/2024	Aigen Investment Management LP	7,008	$295K	0.1%	-62.0%	0.002%
11/5/2024	Ashton Thomas Private Wealth LLC	57,702	$2.43M	0.1%	-15.2%	0.018%
11/5/2024	Sumitomo Mitsui Trust Group Inc.	711,855	$29.92M	0.0%	+1.1%	0.225%
11/5/2024	OVERSEA CHINESE BANKING Corp Ltd	10,653	$448K	0.0%	+47.0%	0.003%
11/5/2024	GSA Capital Partners LLP	5,772	$243K	0.0%	N/A	0.002%
11/4/2024	Los Angeles Capital Management LLC	207,446	$8.72M	0.0%	+57.7%	0.065%
11/2/2024	Covestor Ltd	646	$27K	0.0%	+61.5%	0.000%
11/1/2024	Summit Global Investments	17,119	$720K	0.0%	N/A	0.005%
10/31/2024	Principal Financial Group Inc.	278,002	$11.69M	0.0%	-85.9%	0.085%
10/31/2024	Poplar Forest Capital LLC	913,944	$38.41M	5.2%	-0.6%	0.281%
10/30/2024	Foster & Motley Inc.	170,549	$7.17M	0.5%	+2.2%	0.052%
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10/30/2024	Amalgamated Bank	157,360	$6.61M	0.1%	-11.2%	0.048%
10/30/2024	Gulf International Bank UK Ltd	28,044	$1.18M	0.0%	-5.0%	0.009%
10/30/2024	Mn Services Vermogensbeheer B.V.	130,200	$5.47M	0.0%	-2.4%	0.040%
10/30/2024	QRG Capital Management Inc.	84,032	$3.53M	0.0%	+3.7%	0.026%
10/30/2024	Asset Management One Co. Ltd.	161,038	$6.77M	0.0%	+27.0%	0.050%
10/30/2024	National Pension Service	396,399	$16.66M	0.0%	+23,851.6%	0.122%
10/29/2024	Robeco Institutional Asset Management B.V.	493,402	$20.74M	0.0%	-3.0%	0.152%
10/29/2024	Janney Montgomery Scott LLC	17,488	$735K	0.0%	-14.1%	0.005%
10/29/2024	Phillips Wealth Planners LLC	4,660	$208K	0.2%	N/A	0.001%
10/29/2024	Farther Finance Advisors LLC	1,347	$57K	0.0%	-51.2%	0.000%

(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, 440 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.42B), Price T Rowe Associates Inc. MD ($979.58M), BlackRock Inc. ($807.49M), Canada Pension Plan Investment Board ($762.16M), Pzena Investment Management LLC ($690.64M), Norges Bank ($606.63M), and State Street Corp ($545.42M).Learn more on EQH's institutional investors.
What percentage of Equitable stock is owned by institutional investors?: 92.70% of Equitable stock is owned by institutional investors. Learn more on EQH's institutional investor holdings.
Which institutional investors have been buying Equitable stock?: Of the 359 institutional investors that purchased Equitable stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($18.22M), Hsbc Holdings PLC ($7.52M), Pzena Investment Management LLC ($4.30M), Acadian Asset Management LLC ($3.26M), Zurich Insurance Group Ltd FI ($2.70M), Principal Financial Group Inc. ($1.93M), and Schroder Investment Management Group ($1.89M).

How much institutional buying is happening at Equitable?: Institutional investors have bought a total of 79,402,625 shares in the last 24 months. This purchase volume represents approximately $2.63B in transactions.
Which Equitable major shareholders have been selling company stock?: Of the 255 institutional investors that sold Equitable stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Wellington Management Group LLP ($11.41M), Pzena Investment Management LLC ($10.73M), Massachusetts Financial Services Co. MA ($5.17M), BlackRock Inc. ($3.71M), Neuberger Berman Group LLC ($2.89M), Clearbridge Investments LLC ($2.50M), and Price T Rowe Associates Inc. MD ($2.44M).
How much institutional selling is happening at Equitable?: Institutional investors have sold a total of 79,990,469 shares in the last 24 months. This volume of shares sold represents approximately $2.64B in transactions.

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This page (NYSE:EQH) was last updated on 11/23/2024 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

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