Free Trial

Equitable (EQH) Institutional Ownership

Equitable logo
$50.04 -1.31 (-2.55%)
Closing price 08/1/2025 03:59 PM Eastern
Extended Trading
$50.08 +0.04 (+0.08%)
As of 08/1/2025 07:39 PM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Polygon.io. Learn more.

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

Current
Institutional Ownership
Percentage
92.70%
Number of
Institutional Buyers
(last 12 months)
374
Total
Institutional Inflows
(last 12 months)
$3.63B
Number of
Institutional Sellers
(last 12 months)
237
Total
Institutional Outflows
(last 12 months)
$2.40B
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.

Skip Chart & View Institutional Buying and Selling Data

EQH Institutional Buying and Selling by Quarter

Equitable Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
8/1/2025Capital Investment Counsel LLC97,366$5.46M0.8%N/A0.032%
8/1/2025New York Life Investment Management LLC32,844$1.84M0.0%-4.9%0.011%
8/1/2025Fjarde AP Fonden Fourth Swedish National Pension Fund43,397$2.44M0.0%+29.9%0.014%
8/1/2025AustralianSuper Pty Ltd883,545$49.57M0.3%+18.0%0.293%
8/1/2025Teacher Retirement System of Texas133,460$7.49M0.0%+191.1%0.044%
8/1/2025Convergence Investment Partners LLC22,949$1.29M0.3%+6.1%0.008%
8/1/2025Bessemer Group Inc.6,233$350K0.0%+633.3%0.002%
8/1/2025Envestnet Asset Management Inc.312,021$17.50M0.0%+21.2%0.103%
7/31/2025 Nisa Investment Advisors LLC35,293$1.98M0.0%-9.3%0.012%
7/31/2025 Sumitomo Mitsui Trust Group Inc.707,318$39.68M0.0%+1.4%0.234%
7/31/2025 Asset Management One Co. Ltd.159,353$8.94M0.0%+3.2%0.053%
7/30/2025 Ethic Inc.92,151$5.16M0.1%+10.1%0.031%
7/30/2025 Cullen Frost Bankers Inc.1,300$73K0.0%N/A0.000%
7/30/2025 Securian Asset Management Inc.23,143$1.30M0.0%-1.7%0.008%
7/30/2025 DekaBank Deutsche Girozentrale64,380$3.57M0.0%-1.7%0.021%
7/29/2025 Stephens Inc. AR66,292$3.72M0.1%-1.3%0.022%
7/29/2025 VIRGINIA RETIREMENT SYSTEMS ET Al80,000$4.49M0.0%N/A0.027%
7/29/2025 Mutual of America Capital Management LLC151,129$8.48M0.1%-5.2%0.050%
7/29/2025 Foster & Motley Inc.181,501$10.18M0.6%+2.6%0.060%
7/29/2025 Applied Finance Capital Management LLC7,740$434K0.0%N/A0.003%
7/29/2025 Nordea Investment Management AB3,985,846$223.17M0.2%+18.3%1.321%
7/28/2025 Allianz Asset Management GmbH376,202$21.11M0.0%-28.3%0.125%
7/28/2025 New York State Teachers Retirement System186,895$10.49M0.0%-0.5%0.062%
7/28/2025 Mutual Advisors LLC5,233$275K0.0%-17.8%0.002%
7/25/2025 Verdence Capital Advisors LLC7,825$439K0.0%N/A0.003%
7/25/2025 Sequoia Financial Advisors LLC3,898$219K0.0%N/A0.001%
7/25/2025 Vest Financial LLC228,539$12.82M0.2%+0.4%0.076%
7/25/2025 Yousif Capital Management LLC106,893$6.00M0.1%-3.9%0.035%
7/25/2025 Pzena Investment Management LLC4,241,210$237.93M0.8%-28.1%1.406%
7/25/2025 Allspring Global Investments Holdings LLC1,965,757$109.85M0.2%-6.8%0.652%
7/25/2025 CWM LLC14,887$835K0.0%-20.1%0.005%
7/25/2025 Board of the Pension Protection Fund28,300$1.59M1.7%N/A0.009%
7/25/2025 Vanguard Personalized Indexing Management LLC37,533$2.11M0.0%+11.1%0.012%
7/25/2025 Apollon Wealth Management LLC10,269$576K0.0%N/A0.003%
7/24/2025 Benson Investment Management Company Inc.111,902$6.28M2.4%-9.8%0.037%
7/24/2025 Aberdeen Group plc187,524$10.52M0.0%+6.5%0.062%
7/24/2025 PDS Planning Inc4,829$271K0.0%+9.3%0.002%
7/24/2025 IFP Advisors Inc1,530$86K0.0%+57.4%0.001%
7/24/2025 Callan Family Office LLC4,564$256K0.0%N/A0.002%
7/23/2025 Vontobel Holding Ltd.9,326$523K0.0%-8.0%0.003%
Trump’s national nightmare is here (Ad)

Porter Stansberry and Jeff Brown say a new U.S. national emergency is already underway — and it could trigger the biggest forced rotation of capital since World War II. They reveal why Trump is mobilizing America’s tech giants… and name the two stocks most likely to soar as trillions shift behind the scenes.

Watch the National Emergency broadcast here
7/23/2025 Louisiana State Employees Retirement System85,500$4.80M0.1%-1.5%0.028%
7/23/2025 BankPlus Trust Department1,335$75K0.0%N/A0.000%
7/23/2025 KLP Kapitalforvaltning AS110,000$6.17M0.0%+1.9%0.036%
7/22/2025 Carolina Wealth Advisors LLC26,653$1.50M0.7%+31.9%0.009%
7/21/2025 Hennessy Advisors Inc.27,000$1.52M0.1%+12.5%0.009%
7/21/2025 QRG Capital Management Inc.93,441$5.24M0.0%+5.5%0.031%
7/21/2025 Mirae Asset Global Investments Co. Ltd.51,457$2.89M0.0%-44.7%0.017%
7/21/2025 Lecap Asset Management Ltd.17,621$989K0.3%-69.6%0.006%
7/18/2025 Robeco Institutional Asset Management B.V.2,166,713$121.55M0.2%+553.0%0.713%
7/18/2025 BSW Wealth Partners4,259$239K0.0%+5.9%0.001%
7/18/2025 USA Financial Formulas3,697$207K0.0%-28.1%0.001%
7/18/2025 LBP AM SA73,376$4.12M0.1%-44.8%0.024%
7/17/2025 Greenleaf Trust16,955$951K0.0%-4.8%0.006%
7/16/2025 Signaturefd LLC4,566$256K0.0%-7.9%0.002%
7/16/2025 Kendall Capital Management118,054$6.62M1.8%+2.5%0.039%
7/16/2025 State of Alaska Department of Revenue34,160$1.92M0.0%-5.9%0.011%
7/16/2025 Kathmere Capital Management LLC5,616$315K0.0%-17.3%0.002%
7/16/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH59,587$3.34M0.1%-75.0%0.020%
7/15/2025 Public Employees Retirement System of Ohio99,956$5.61M0.0%+3.9%0.033%
7/15/2025 Fifth Third Bancorp4,315$242K0.0%-16.1%0.001%
7/14/2025 Counterpoint Mutual Funds LLC13,115$736K0.1%N/A0.004%
7/14/2025 Caitlin John LLC6,356$357K0.3%N/A0.002%
7/14/2025 GAMMA Investing LLC11,318$635K0.0%+9.1%0.004%
7/14/2025 U.S. Capital Wealth Advisors LLC50,558$2.84M0.1%N/A0.017%
7/14/2025 Park Avenue Securities LLC5,723$321K0.0%N/A0.002%
7/11/2025 BTC Capital Management Inc.70,116$3.88M0.3%+5.9%0.023%
7/11/2025 Farther Finance Advisors LLC2,532$142K0.0%+118.3%0.001%
7/11/2025 Wedge Capital Management L L P NC67,379$3.78M0.1%-90.9%0.022%
7/11/2025 UMB Bank n.a.4,510$253K0.0%+6.6%0.001%
7/11/2025 Phillips Wealth Planners LLC4,357$239K0.2%-4.7%0.001%
7/11/2025 Assenagon Asset Management S.A.105,004$5.89M0.0%+27.5%0.035%
7/11/2025 Livforsakringsbolaget Skandia Omsesidigt153,400$8.61M0.4%+20.7%0.050%
7/11/2025 IFM Investors Pty Ltd89,385$5.01M0.0%+2.8%0.029%
7/10/2025 Community Trust & Investment Co.294,439$16.52M1.0%-7.7%0.097%
7/10/2025 Mn Services Vermogensbeheer B.V.114,700$6.44M0.0%-7.1%0.038%
7/10/2025 Swedbank AB721,838$40.50M0.0%+2.2%0.238%
7/9/2025 Dynamic Advisor Solutions LLC61,582$3.46M0.1%N/A0.020%
7/9/2025 Financiere des Professionnels Fonds d investissement inc.11,293$634K0.0%N/A0.004%
7/9/2025 Livforsakringsbolaget Skandia Omsesidigt62,500$3.51M0.0%-50.8%0.021%
7/1/2025 Legacy Wealth Management LLC MS39,240$2.20M0.7%-3.4%0.013%
6/23/2025 Swedbank AB706,485$36.80M0.0%+0.3%0.232%
6/18/2025Voya Investment Management LLC471,318$24.55M0.0%+3.1%0.155%
5/28/2025Strs Ohio30,445$1.59M0.0%N/A0.010%
5/28/2025 Ellsworth Advisors LLC40,111$2.09M0.5%+2.6%0.013%
5/21/2025 Westbourne Investments Inc.27,030$1.41M0.8%-34.5%0.009%
5/21/2025Acadian Asset Management LLC5,789,138$301.54M0.9%+4.8%1.905%
5/21/2025Geneos Wealth Management Inc.882$46K0.0%+92.6%0.000%
5/20/2025 Belpointe Asset Management LLC4,397$229K0.0%N/A0.001%
5/20/2025Intech Investment Management LLC31,486$1.64M0.0%-56.6%0.010%
5/20/2025Anchor Investment Management LLC16,367$853K0.1%-4.4%0.005%
This Crypto Is Set to Explode in January (Ad)

This Could Be the Most Important Crypto Law in History While the world celebrates Bitcoin becoming 2025’s top-performing asset, smart hedge funds are accumulating elsewhere. During the upcoming Crypto Hedge Fund Summit, you'll discover exactly which coins they’ve loaded up on before this historic vote.

Click here to claim your free seat!
5/19/2025 Bayforest Capital Ltd6,431$335K0.1%+593.7%0.002%
5/19/2025UBS AM A Distinct Business Unit of UBS Asset Management Americas LLC2,584,190$134.61M0.0%+1.0%0.850%
5/16/2025Empowered Funds LLC122,328$6.37M0.1%+1,284.9%0.040%
5/16/2025 Ascent Group LLC6,874$358K0.0%+6.6%0.002%
5/16/2025Meiji Yasuda Life Insurance Co10,611$553K0.0%+73.9%0.003%
5/16/2025United Services Automobile Association20,443$1.06M0.0%-1.1%0.007%
5/16/2025Great Lakes Advisors LLC142,118$7.40M0.1%N/A0.047%
5/16/2025Caxton Associates LLP8,762$456K0.0%N/A0.003%
5/16/2025Sciencast Management LP43,405$2.26M0.5%N/A0.014%
5/16/2025Ashton Thomas Private Wealth LLC6,077$317K0.0%-89.6%0.002%
(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, 557 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.76B), Price T Rowe Associates Inc. MD ($1.03B), Canada Pension Plan Investment Board ($977.69M), BlackRock Inc. ($807.49M), Norges Bank ($668.25M), Wellington Management Group LLP ($566.66M), and State Street Corp ($545.42M).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 467 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 ($32.38M), Hsbc Holdings PLC ($7.52M), Wellington Management Group LLP ($5.53M), Acadian Asset Management LLC ($3.53M), Pzena Investment Management LLC ($3.42M), Zurich Insurance Group Ltd FI ($2.70M), and Principal Financial Group Inc. ($2.46M).

How much institutional buying is happening at Equitable?

Institutional investors have bought a total of 76,504,506 shares in the last 24 months. This purchase volume represents approximately $3.63B in transactions.

Which of Equitable's major shareholders have been selling company stock?

Of the 237 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: Pzena Investment Management LLC ($14.40M), Massachusetts Financial Services Co. MA ($5.26M), Sessa Capital IM L.P. ($2.62M), Vanguard Group Inc. ($2.39M), Principal Financial Group Inc. ($1.76M), Hsbc Holdings PLC ($1.67M), and Price T Rowe Associates Inc. MD ($1.57M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 50,483,827 shares in the last 24 months. This volume of shares sold represents approximately $2.40B in transactions.



This page (NYSE:EQH) was last updated on 8/2/2025 by MarketBeat.com Staff
From Our Partners