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Equitable (EQH) Institutional Ownership

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$53.17 +0.34 (+0.65%)
As of 01/22/2025 03:59 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)
240
Total
Institutional Inflows
(last 12 months)
$2.02B
Number of
Institutional Sellers
(last 12 months)
158
Total
Institutional Outflows
(last 12 months)
$1.52B
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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
1/22/2025Pacer Advisors Inc.90,485$4.27M0.0%+94.0%0.029%
1/22/2025KBC Group NV40,339$1.90M0.0%-18.8%0.013%
1/22/2025Blue Trust Inc.10,931$516K0.0%+37.5%0.003%
1/21/2025 Tributary Capital Management LLC9,640$455K0.0%-5.2%0.003%
1/21/2025 MEAG MUNICH ERGO Kapitalanlagegesellschaft mbH236,247$11.11M0.4%+10.9%0.075%
1/17/2025 Janney Montgomery Scott LLC17,936$846K0.0%+2.6%0.006%
1/17/2025 SG Americas Securities LLC19,680$928K0.0%-28.5%0.006%
1/17/2025 Atomi Financial Group Inc.6,577$310K0.0%+3.3%0.002%
1/16/2025 Aspiriant LLC4,547$214K0.0%N/A0.001%
1/16/2025 Crossmark Global Holdings Inc.19,176$904K0.0%-1.3%0.006%
1/16/2025 MassMutual Private Wealth & Trust FSB1,689$80K0.0%+298.3%0.001%
1/16/2025 UMB Bank n.a.1,954$92K0.0%+26.1%0.001%
1/16/2025 Ellsworth Advisors LLC39,107$1.85M0.5%+9.3%0.012%
1/16/2025 Artemis Investment Management LLP975,926$46.03M0.7%+7.2%0.311%
1/15/2025 HB Wealth Management LLC4,493$212K0.0%N/A0.001%
1/15/2025 Wedge Capital Management L L P NC875,589$41.30M0.7%+1,092.4%0.279%
1/15/2025 Avanza Fonder AB21,680$1.02M0.0%N/A0.007%
1/15/2025 Hennessy Advisors Inc.20,000$943K0.0%+5.3%0.006%
1/15/2025 Ritholtz Wealth Management28,853$1.36M0.0%+15.4%0.009%
1/14/2025 Carolina Wealth Advisors LLC5,172$244K0.1%+348.6%0.002%
1/14/2025 Assenagon Asset Management S.A.101,502$4.79M0.0%-37.9%0.032%
1/14/2025 Community Trust & Investment Co.323,797$15.27M0.9%+0.3%0.103%
1/14/2025 Fiduciary Financial Group LLC9,142$440K0.1%-5.1%0.003%
1/13/2025 Benson Investment Management Company Inc.129,225$6.10M2.5%-1.0%0.041%
1/13/2025 Miracle Mile Advisors LLC6,248$295K0.0%N/A0.002%
1/13/2025 Wedmont Private Capital4,186$201K0.0%N/A0.001%
1/7/2025 Diversified Trust Co27,896$1.32M0.0%+29.4%0.009%
1/6/2025 Legacy Wealth Management LLC MS40,605$1.92M0.8%-0.6%0.013%
1/6/2025 Nordea Investment Management AB1,563,172$74.13M0.1%+700.3%0.499%
1/3/2025 Everence Capital Management Inc.9,710$458K0.0%N/A0.003%
1/3/2025 GAMMA Investing LLC8,410$397K0.0%+12.8%0.003%
1/3/2025 Versant Capital Management Inc532$25K0.0%+195.6%0.000%
12/26/2024JPMorgan Chase & Co.908,653$38.19M0.0%+20.3%0.290%
12/19/2024Principal Financial Group Inc.2,117,568$89.00M0.0%+7.5%0.676%
12/6/2024Retirement Systems of Alabama388,430$16.33M0.1%+2.9%0.124%
11/27/2024Franklin Resources Inc.738,437$32.49M0.0%-4.3%0.236%
11/19/2024Unigestion Holding SA20,154$847K0.0%N/A0.006%
11/19/2024TCW Group Inc.132,460$5.57M0.0%-1.3%0.042%
11/18/2024Teachers Retirement System of The State of Kentucky104,220$4.38M0.0%-2.5%0.033%
11/18/2024Toronto Dominion Bank44,794$1.88M0.0%+27.1%0.014%
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11/18/2024Coldstream Capital Management Inc.5,058$215K0.0%N/A0.002%
11/16/2024Geode Capital Management LLC5,675,311$238.00M0.0%-17.8%1.811%
11/15/2024M&T Bank Corp38,718$1.63M0.0%+29.1%0.012%
11/15/2024Barclays PLC501,498$21.08M0.0%+13.5%0.160%
11/15/2024Public Employees Retirement System of Ohio118,662$4.99M0.0%-4.7%0.038%
11/15/2024Y Intercept Hong Kong Ltd34,630$1.46M0.1%-56.1%0.011%
11/15/2024First National Bank of Omaha74,789$3.14M0.2%-6.7%0.024%
11/15/2024Orion Portfolio Solutions LLC16,482$693K0.0%+134.9%0.005%
11/15/2024XTX Topco Ltd31,422$1.32M0.1%-5.4%0.010%
11/15/2024iSAM Funds UK Ltd12,398$521K0.3%N/A0.004%
11/15/2024National Bank of Canada FI172,906$7.27M0.0%+302.2%0.055%
11/15/2024iA Global Asset Management Inc.7,407$311K0.0%+42.1%0.002%
11/15/2024United Services Automobile Association20,675$869K0.0%-12.0%0.007%
11/15/2024Wellington Management Group LLP5,513,571$231.74M0.0%+3.0%1.760%
11/15/2024State Street Corp12,976,870$545.42M0.0%+2.7%4.141%
11/15/2024Stifel Financial Corp22,532$947K0.0%-55.5%0.007%
11/15/2024Quantinno Capital Management LP25,722$1.08M0.0%+17.4%0.008%
11/15/2024Quarry LP8,182$344K0.1%+245.8%0.003%
11/15/2024Redwood Investment Management LLC35,353$1.48M0.1%+4.2%0.011%
11/15/2024Petrus Trust Company LTA16,742$704K0.1%N/A0.005%
11/15/2024Point72 Asset Management L.P.279,310$11.74M0.0%+15.7%0.089%
11/15/2024Prana Capital Management LP24,816$1.04M0.0%N/A0.008%
11/15/2024New Vernon Investment Management LLC82,488$3.47M3.7%+7.7%0.026%
11/15/2024Investment Management Corp of Ontario20,040$842K0.0%+21.2%0.006%
11/15/2024Jacobs Levy Equity Management Inc.242,163$10.18M0.0%+1,309.9%0.077%
11/15/2024Holocene Advisors LP157,085$6.60M0.0%+486.6%0.050%
11/15/2024Centiva Capital LP67,486$2.84M0.1%+27.5%0.022%
11/15/2024Point72 Hong Kong Ltd72,345$3.04M0.2%N/A0.023%
11/14/2024BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp54,278$2.28M0.0%-13.5%0.017%
11/14/2024Maverick Capital Ltd.41,100$1.73M0.0%+11.6%0.013%
11/14/2024Edgestream Partners L.P.160,303$6.74M0.3%N/A0.051%
11/14/2024Point72 Europe London LLP67,349$2.83M0.2%-46.9%0.021%
11/14/2024Verition Fund Management LLC11,409$480K0.0%-16.8%0.004%
11/14/2024Rockefeller Capital Management L.P.104,379$4.39M0.0%-3.5%0.033%
11/14/2024Vinva Investment Management Ltd14,350$602K0.0%N/A0.005%
11/14/2024Hyperion Capital Advisors LP6,061$255K0.1%-97.1%0.002%
11/14/2024Public Sector Pension Investment Board42,755$1.80M0.0%-1.2%0.014%
11/14/2024UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,220,356$93.32M0.0%+2.5%0.709%
11/14/2024Zurcher Kantonalbank Zurich Cantonalbank628,115$26.40M0.1%+11.7%0.200%
11/14/2024MetLife Investment Management LLC180,262$7.58M0.0%+2.1%0.058%
11/14/2024Healthcare of Ontario Pension Plan Trust Fund16,151$679K0.0%-92.4%0.005%
11/13/2024Bridgewater Associates LP13,414$564K0.0%N/A0.004%
11/13/2024 Brooklyn Investment Group2,953$124K0.0%N/A0.001%
11/13/2024Quantbot Technologies LP106,575$4.48M0.2%+426.0%0.034%
11/13/2024FMR LLC710,951$29.88M0.0%+27.4%0.227%
11/13/2024The Manufacturers Life Insurance Company654,941$27.53M0.0%-12.2%0.209%
11/13/2024Qsemble Capital Management LP78,456$3.30M0.6%+902.4%0.025%
11/13/2024Bank of Montreal Can388,941$16.33M0.0%+1,133.8%0.124%
11/13/2024Dynamic Technology Lab Private Ltd49,766$2.09M0.2%+335.6%0.016%
11/13/2024Daiwa Securities Group Inc.30,593$1.29M0.0%+34.8%0.010%
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11/12/2024Swedbank AB710,142$29.85M0.0%-0.2%0.227%
11/12/2024Pitcairn Co.6,964$293K0.0%-20.5%0.002%
11/12/2024Algert Global LLC20,052$843K0.0%+41.3%0.006%
11/12/2024Cerity Partners LLC22,443$943K0.0%+53.5%0.007%
11/12/2024Citigroup Inc.266,916$11.22M0.0%-1.7%0.085%
11/12/2024Raymond James Trust N.A.6,677$281K0.0%N/A0.002%
11/12/2024Sessa Capital IM L.P.4,035,058$169.59M6.2%-19.2%1.288%
11/12/2024Eagle Asset Management Inc.221,465$9.31M0.0%+25.7%0.071%
11/12/2024Charles Schwab Investment Management Inc.2,165,115$91M0.0%+3.3%0.691%
11/12/2024Massachusetts Financial Services Co. MA4,505,223$189.36M0.1%-8.9%1.438%
(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, 447 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 365 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 81,305,844 shares in the last 24 months. This purchase volume represents approximately $2.74B 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 79,862,373 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 1/23/2025 by MarketBeat.com Staff
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