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Equitable (EQH) Institutional Ownership

Equitable logo
$47.08 +0.56 (+1.20%)
(As of 01:40 PM ET)
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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)
230
Total
Institutional Inflows
(last 12 months)
$1.91B
Number of
Institutional Sellers
(last 12 months)
157
Total
Institutional Outflows
(last 12 months)
$1.56B
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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
12/19/2024 Principal Financial Group Inc.2,117,568$89.00M0.0%+7.5%0.676%
12/6/2024 Retirement Systems of Alabama388,430$16.33M0.1%+2.9%0.124%
11/27/2024 Franklin Resources Inc.738,437$32.49M0.0%-4.3%0.236%
11/19/2024 Unigestion Holding SA20,154$847K0.0%N/A0.006%
11/19/2024 TCW Group Inc.132,460$5.57M0.0%-1.3%0.042%
11/18/2024 Teachers Retirement System of The State of Kentucky104,220$4.38M0.0%-2.5%0.033%
11/18/2024 Toronto Dominion Bank44,794$1.88M0.0%+27.1%0.014%
11/18/2024 Coldstream Capital Management Inc.5,058$215K0.0%N/A0.002%
11/16/2024 Geode Capital Management LLC5,675,311$238.00M0.0%-17.8%1.811%
11/15/2024 M&T Bank Corp38,718$1.63M0.0%+29.1%0.012%
11/15/2024 Barclays PLC501,498$21.08M0.0%+13.5%0.160%
11/15/2024 Public Employees Retirement System of Ohio118,662$4.99M0.0%-4.7%0.038%
11/15/2024 Y Intercept Hong Kong Ltd34,630$1.46M0.1%-56.1%0.011%
11/15/2024 First National Bank of Omaha74,789$3.14M0.2%-6.7%0.024%
11/15/2024 Orion Portfolio Solutions LLC16,482$693K0.0%+134.9%0.005%
11/15/2024 XTX Topco Ltd31,422$1.32M0.1%-5.4%0.010%
11/15/2024 iSAM Funds UK Ltd12,398$521K0.3%N/A0.004%
11/15/2024 National Bank of Canada FI172,906$7.27M0.0%+302.2%0.055%
11/15/2024 iA Global Asset Management Inc.7,407$311K0.0%+42.1%0.002%
11/15/2024 United Services Automobile Association20,675$869K0.0%-12.0%0.007%
11/15/2024 Wellington Management Group LLP5,513,571$231.74M0.0%+3.0%1.760%
11/15/2024 State Street Corp12,976,870$545.42M0.0%+2.7%4.141%
11/15/2024 Stifel Financial Corp22,532$947K0.0%-55.5%0.007%
11/15/2024 Quantinno Capital Management LP25,722$1.08M0.0%+17.4%0.008%
11/15/2024 Quarry LP8,182$344K0.1%+245.8%0.003%
11/15/2024 Redwood Investment Management LLC35,353$1.48M0.1%+4.2%0.011%
11/15/2024 Petrus Trust Company LTA16,742$704K0.1%N/A0.005%
11/15/2024 Point72 Asset Management L.P.279,310$11.74M0.0%+15.7%0.089%
11/15/2024 Prana Capital Management LP24,816$1.04M0.0%N/A0.008%
11/15/2024 New Vernon Investment Management LLC82,488$3.47M3.7%+7.7%0.026%
11/15/2024 Investment Management Corp of Ontario20,040$842K0.0%+21.2%0.006%
11/15/2024 Jacobs Levy Equity Management Inc.242,163$10.18M0.0%+1,309.9%0.077%
11/15/2024 Holocene Advisors LP157,085$6.60M0.0%+486.6%0.050%
11/15/2024 Centiva Capital LP67,486$2.84M0.1%+27.5%0.022%
11/15/2024 Point72 Hong Kong Ltd72,345$3.04M0.2%N/A0.023%
11/14/2024 BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp54,278$2.28M0.0%-13.5%0.017%
11/14/2024 Maverick Capital Ltd.41,100$1.73M0.0%+11.6%0.013%
11/14/2024 Edgestream Partners L.P.160,303$6.74M0.3%N/A0.051%
11/14/2024 Point72 Europe London LLP67,349$2.83M0.2%-46.9%0.021%
11/14/2024 Verition Fund Management LLC11,409$480K0.0%-16.8%0.004%
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11/14/2024 Rockefeller Capital Management L.P.104,379$4.39M0.0%-3.5%0.033%
11/14/2024 Vinva Investment Management Ltd14,350$602K0.0%N/A0.005%
11/14/2024 Hyperion Capital Advisors LP6,061$255K0.1%-97.1%0.002%
11/14/2024 Public Sector Pension Investment Board42,755$1.80M0.0%-1.2%0.014%
11/14/2024 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,220,356$93.32M0.0%+2.5%0.709%
11/14/2024 Zurcher Kantonalbank Zurich Cantonalbank628,115$26.40M0.1%+11.7%0.200%
11/14/2024 MetLife Investment Management LLC180,262$7.58M0.0%+2.1%0.058%
11/14/2024 Healthcare of Ontario Pension Plan Trust Fund16,151$679K0.0%-92.4%0.005%
11/13/2024 Bridgewater Associates LP13,414$564K0.0%N/A0.004%
11/13/2024 Brooklyn Investment Group2,953$124K0.0%N/A0.001%
11/13/2024 Quantbot Technologies LP106,575$4.48M0.2%+426.0%0.034%
11/13/2024 FMR LLC710,951$29.88M0.0%+27.4%0.227%
11/13/2024 The Manufacturers Life Insurance Company654,941$27.53M0.0%-12.2%0.209%
11/13/2024 Qsemble Capital Management LP78,456$3.30M0.6%+902.4%0.025%
11/13/2024 Bank of Montreal Can388,941$16.33M0.0%+1,133.8%0.124%
11/13/2024 Dynamic Technology Lab Private Ltd49,766$2.09M0.2%+335.6%0.016%
11/13/2024 Daiwa Securities Group Inc.30,593$1.29M0.0%+34.8%0.010%
11/12/2024 Swedbank AB710,142$29.85M0.0%-0.2%0.227%
11/12/2024 Pitcairn Co.6,964$293K0.0%-20.5%0.002%
11/12/2024 Algert Global LLC20,052$843K0.0%+41.3%0.006%
11/12/2024 Cerity Partners LLC22,443$943K0.0%+53.5%0.007%
11/12/2024 Citigroup Inc.266,916$11.22M0.0%-1.7%0.085%
11/12/2024 Raymond James Trust N.A.6,677$281K0.0%N/A0.002%
11/12/2024 Sessa Capital IM L.P.4,035,058$169.59M6.2%-19.2%1.288%
11/12/2024 Eagle Asset Management Inc.221,465$9.31M0.0%+25.7%0.071%
11/12/2024 Charles Schwab Investment Management Inc.2,165,115$91M0.0%+3.3%0.691%
11/12/2024 Massachusetts Financial Services Co. MA4,505,223$189.36M0.1%-8.9%1.438%
11/9/2024 Intech Investment Management LLC61,091$2.57M0.0%+4.7%0.019%
11/8/2024 Pzena Investment Management LLC16,432,139$690.64M2.2%-11.9%5.185%
11/8/2024 Ontario Teachers Pension Plan Board25,211$1.06M0.0%-10.2%0.008%
11/8/2024 B. Metzler seel. Sohn & Co. Holding AG46,974$1.97M0.0%N/A0.015%
11/7/2024 Quest Partners LLC63,827$2.68M0.2%+377.2%0.020%
11/7/2024 AMG National Trust Bank26,339$1.11M0.0%-38.2%0.008%
11/7/2024 Swiss National Bank965,400$40.58M0.0%-0.5%0.305%
11/7/2024 Thrivent Financial for Lutherans312,112$13.12M0.0%-8.3%0.098%
11/6/2024 Mutual of America Capital Management LLC172,812$7.26M0.1%-1.3%0.055%
11/6/2024 Natixis Advisors LLC33,321$1.40M0.0%+76.4%0.011%
11/6/2024 CIBC Asset Management Inc11,765$494K0.0%+5.2%0.004%
11/6/2024 Metis Global Partners LLC15,038$632K0.0%-5.3%0.005%
11/6/2024 Oppenheimer Asset Management Inc.210,301$8.84M0.1%-2.0%0.066%
11/5/2024 MQS Management LLC13,977$587K0.3%N/A0.004%
11/5/2024 Victory Capital Management Inc.266,677$11.21M0.0%+24.2%0.084%
11/5/2024 Aigen Investment Management LP7,008$295K0.1%-62.0%0.002%
11/5/2024 Ashton Thomas Private Wealth LLC57,702$2.43M0.1%-15.2%0.018%
11/5/2024 Sumitomo Mitsui Trust Group Inc.711,855$29.92M0.0%+1.1%0.225%
11/5/2024 OVERSEA CHINESE BANKING Corp Ltd10,653$448K0.0%+47.0%0.003%
11/5/2024 GSA Capital Partners LLP5,772$243K0.0%N/A0.002%
11/4/2024 Los Angeles Capital Management LLC207,446$8.72M0.0%+57.7%0.065%
11/2/2024 Covestor Ltd646$27K0.0%+61.5%0.000%
11/1/2024 Summit Global Investments17,119$720K0.0%N/A0.005%
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10/31/2024 Principal Financial Group Inc.278,002$11.69M0.0%-85.9%0.085%
10/31/2024 Poplar Forest Capital LLC913,944$38.41M5.2%-0.6%0.281%
10/30/2024 Foster & Motley Inc.170,549$7.17M0.5%+2.2%0.052%
10/30/2024 Amalgamated Bank157,360$6.61M0.1%-11.2%0.048%
10/30/2024 Gulf International Bank UK Ltd28,044$1.18M0.0%-5.0%0.009%
10/30/2024 Mn Services Vermogensbeheer B.V.130,200$5.47M0.0%-2.4%0.040%
10/30/2024 QRG Capital Management Inc.84,032$3.53M0.0%+3.7%0.026%
10/30/2024 Asset Management One Co. Ltd.161,038$6.77M0.0%+27.0%0.050%
10/30/2024 National Pension Service396,399$16.66M0.0%+23,851.6%0.122%
10/29/2024 Robeco Institutional Asset Management B.V.493,402$20.74M0.0%-3.0%0.152%
(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, 439 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 358 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. ($2.08M), and Schroder Investment Management Group ($1.89M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 79,071,238 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 79,811,007 shares in the last 24 months. This volume of shares sold represents approximately $2.63B in transactions.


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This page (NYSE:EQH) was last updated on 12/23/2024 by MarketBeat.com Staff
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