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Equitable (EQH) Institutional Ownership

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$47.32 +0.08 (+0.16%)
Closing price 03:59 PM Eastern
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$47.32 +0.01 (+0.02%)
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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)
312
Total
Institutional Inflows
(last 12 months)
$2.80B
Number of
Institutional Sellers
(last 12 months)
204
Total
Institutional Outflows
(last 12 months)
$2.05B
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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 DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
4/15/2025SG Americas Securities LLC92,677$4.83M0.0%+370.9%0.030%
4/15/2025Avanza Fonder AB20,637$1.13M0.0%-4.8%0.007%
4/15/2025Livforsakringsbolaget Skandia Omsesidigt127,100$6.62M0.4%+97.7%0.041%
4/15/2025Fiduciary Financial Group LLC8,293$432K0.1%-9.3%0.003%
4/15/2025 GAMMA Investing LLC10,371$540K0.0%+23.3%0.003%
4/14/2025Yousif Capital Management LLC111,255$5.80M0.1%-3.6%0.036%
4/14/2025Wedge Capital Management L L P NC740,524$38.57M0.7%-15.4%0.241%
4/14/2025Wedmont Private Capital4,539$236K0.0%+8.4%0.001%
4/14/2025UMB Bank n.a.4,229$220K0.0%+116.4%0.001%
4/11/2025 E. Ohman J or Asset Management AB13,000$677K0.0%-11.6%0.004%
4/11/2025 Vest Financial LLC227,735$11.86M0.2%-69.7%0.074%
4/10/2025 Benson Investment Management Company Inc.124,107$6.47M2.8%-4.0%0.040%
4/10/2025 Unigestion Holding SA28,207$1.47M0.1%+69.0%0.009%
4/9/2025 Merit Financial Group LLC6,480$338K0.0%N/A0.002%
4/9/2025 NBC Securities Inc.12,468$649K0.1%+113,245.5%0.004%
4/8/2025 Rhumbline Advisers950,995$49.54M0.0%-1.1%0.310%
4/8/2025 BTC Capital Management Inc.66,217$3.45M0.3%+20.4%0.022%
4/7/2025 Summit Global Investments32,712$1.70M0.1%-76.4%0.011%
4/7/2025 GAMMA Investing LLC540,225$28.14M0.0%+6,323.6%0.176%
3/18/2025California State Teachers Retirement System611,461$28.84M0.0%+5.3%0.199%
3/17/2025Wealth Enhancement Advisory Services LLC27,601$1.30M0.0%+267.7%0.009%
2/28/2025Universal Beteiligungs und Servicegesellschaft mbH188,875$8.91M0.0%N/A0.060%
2/25/2025Integrated Advisors Network LLC30,022$1.42M0.1%-1.9%0.010%
2/22/2025American Trust4,716$222K0.0%N/A0.002%
2/20/2025Mackenzie Financial Corp33,241$1.57M0.0%-9.3%0.011%
2/20/2025Forum Financial Management LP4,404$208K0.0%N/A0.001%
2/19/2025Toronto Dominion Bank84,148$3.97M0.0%+87.9%0.027%
2/19/2025Invst LLC24,165$1.14M0.1%+1.5%0.008%
2/19/2025Public Employees Retirement System of Ohio108,571$5.12M0.0%-8.5%0.035%
2/18/2025Vise Technologies Inc.26,429$1.25M0.1%+154.4%0.008%
2/18/2025McIlrath & Eck LLC1,386$65K0.0%+154.3%0.000%
2/18/2025CSS LLC IL13,475$636K0.0%-23.0%0.004%
2/17/2025UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC2,558,239$120.67M0.0%+15.2%0.816%
2/17/2025Voloridge Investment Management LLC1,013,563$47.81M0.2%+108.2%0.323%
2/17/2025Worldquant Millennium Advisors LLC67,728$3.20M0.0%N/A0.022%
2/17/2025Woodline Partners LP1,348,880$63.63M0.4%+0.3%0.430%
2/17/2025Vident Advisory LLC125,308$5.91M0.1%+18.0%0.040%
2/17/2025Virtus Investment Advisers Inc.2,600$123K0.1%N/A0.001%
2/17/2025Two Sigma Advisers LP241,200$11.38M0.0%+44.4%0.077%
2/17/2025Two Sigma Investments LP185,646$8.76M0.0%-60.3%0.059%
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2/17/2025Tidal Investments LLC10,162$479K0.0%-39.5%0.003%
2/17/2025Steamboat Capital Partners LLC71,938$3.39M1.1%-2.1%0.023%
2/17/2025Toronto Dominion Bank84,148$3.97M0.0%+87.9%0.027%
2/17/2025Sessa Capital IM L.P.2,554,723$120.51M4.3%-36.7%0.815%
2/17/2025Rafferty Asset Management LLC7,157$338K0.0%-2.9%0.002%
2/17/2025Redwood Investment Management LLC30,264$1.43M0.1%-14.4%0.010%
2/17/2025Point72 Europe London LLP85,800$4.05M0.2%+27.4%0.027%
2/17/2025Polar Capital Holdings Plc196,906$9.29M0.1%N/A0.063%
2/17/2025ProShare Advisors LLC14,672$692K0.0%+5.3%0.005%
2/17/2025Quantinno Capital Management LP42,817$2.02M0.0%+66.5%0.014%
2/17/2025Parkwood LLC228,690$10.79M1.2%-35.0%0.073%
2/17/2025Man Group plc1,245,568$58.75M0.2%+616.6%0.398%
2/17/2025Nissay Asset Management Corp Japan ADV38,617$1.83M0.0%-2.2%0.012%
2/17/2025Nomura Holdings Inc.49,831$2.35M0.0%N/A0.016%
2/17/2025Nuveen Asset Management LLC1,428,600$67.39M0.0%+1.7%0.456%
2/17/2025OMERS ADMINISTRATION Corp14,052$663K0.0%-78.6%0.004%
2/17/2025Millennium Management LLC1,871,866$88.30M0.0%+75.0%0.597%
2/17/2025Lazard Asset Management LLC276,723$13.05M0.0%+8,786.4%0.088%
2/17/2025LMR Partners LLP13,760$649K0.0%N/A0.004%
2/17/2025Lighthouse Investment Partners LLC85,364$4.03M0.1%+261.7%0.027%
2/17/2025Investment Management Corp of Ontario47,730$2.25M0.1%+138.2%0.015%
2/17/2025Jacobs Levy Equity Management Inc.15,116$713K0.0%-93.8%0.005%
2/17/2025Hudson Bay Capital Management LP350,000$16.51M0.1%+16.7%0.112%
2/17/2025Graham Capital Management L.P.163,951$7.73M0.1%-3.1%0.052%
2/17/2025Ellevest Inc.9,594$453K0.0%-3.8%0.003%
2/17/2025Ensign Peak Advisors Inc1,162,116$54.82M0.1%+0.7%0.371%
2/17/2025Ethic Inc.81,020$3.82M0.1%+7.9%0.026%
2/17/2025Deutsche Bank AG1,314,791$62.02M0.0%-7.0%0.420%
2/17/2025Colonial Trust Co SC4,278$202K0.0%+7.0%0.001%
2/17/2025Concentric Capital Strategies LP39,202$1.85M0.1%N/A0.013%
2/17/2025Conifer Management L.L.C.5,000,000$235.85M31.3%-16.7%1.596%
2/17/2025Crestline Management LP31,541$1.49M0.0%+29.7%0.010%
2/17/2025Centiva Capital LP9,625$454K0.0%-85.7%0.003%
2/17/2025Brevan Howard Capital Management LP21,633$1.02M0.0%N/A0.007%
2/17/2025Bridgefront Capital LLC27,729$1.31M0.4%-20.3%0.009%
2/17/2025Captrust Financial Advisors4,821$227K0.0%N/A0.002%
2/17/2025Bain Capital Public Equity Management II LLC702,849$33.15M1.5%-3.3%0.224%
2/17/2025Bain Capital Public Equity LP104,514$4.93M3.2%-15.9%0.033%
2/17/2025Balyasny Asset Management L.P.422,373$19.92M0.0%-52.1%0.135%
2/17/2025Bastion Asset Management Inc.42,943$2.02M1.3%N/A0.014%
2/17/2025Bank of America Corp DE634,049$29.91M0.0%+69.9%0.202%
2/17/2025BNP Paribas Financial Markets1,143,254$53.93M0.0%N/A0.365%
2/17/2025Ameriprise Financial Inc.1,105,018$52.12M0.0%+2.1%0.353%
2/17/2025Algert Global LLC270,240$12.75M0.3%+1,247.7%0.086%
2/17/2025Alyeska Investment Group L.P.1,758,637$82.96M0.3%+237.0%0.561%
2/14/2025Meiji Yasuda Life Insurance Co6,101$288K0.0%-33.9%0.002%
2/14/2025Mercer Global Advisors Inc. ADV79,846$3.77M0.0%N/A0.025%
2/14/2025Westbourne Investments Inc.41,255$1.95M1.1%N/A0.013%
2/14/2025Freestone Grove Partners LP1,027,594$48.47M0.6%N/A0.328%
2/14/2025Comerica Bank171,481$8.09M0.0%+37.0%0.055%
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2/14/2025Utah Retirement Systems52,356$2.47M0.0%-3.1%0.017%
2/14/2025Schonfeld Strategic Advisors LLC37,642$1.78M0.0%-23.3%0.012%
2/14/2025AQR Capital Management LLC1,029,638$48.57M0.1%+64.9%0.329%
2/14/2025Northern Trust Corp4,242,692$200.13M0.0%+26.4%1.354%
2/14/2025The Manufacturers Life Insurance Company 673,077$31.75M0.0%+2.8%0.215%
2/14/2025Tudor Investment Corp ET AL4,954$234K0.0%-90.1%0.002%
2/14/2025Quarry LP1,281$60K0.0%-84.3%0.000%
2/14/2025Aquatic Capital Management LLC13,042$615K0.0%-63.4%0.004%
2/14/2025New Vernon Investment Management LLC6,568$310K0.2%-92.0%0.002%
2/14/2025Voya Investment Management LLC457,280$21.57M0.0%-5.6%0.146%
(Data available from 1/1/2016 forward)

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EQH Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EQH shares?

During the previous two years, 520 institutional investors and hedge funds held shares of Equitable. The most heavily invested institutionals were Vanguard Group Inc. ($1.68B), Price T Rowe Associates Inc. MD ($1.00B), Canada Pension Plan Investment Board ($897.75M), BlackRock Inc. ($807.49M), Norges Bank ($668.25M), State Street Corp ($545.42M), and Wellington Management Group LLP ($415.90M).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 420 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 ($32.38M), Hsbc Holdings PLC ($7.52M), Pzena Investment Management LLC ($4.30M), Wellington Management Group LLP ($3.46M), Acadian Asset Management LLC ($3.26M), 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 114,810,507 shares in the last 24 months. This purchase volume represents approximately $4.43B in transactions.

Which Equitable major shareholders have been selling company stock?

Of the 300 institutional investors that sold Equitable stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Pzena Investment Management LLC ($18.71M), Wellington Management Group LLP ($11.41M), Massachusetts Financial Services Co. MA ($5.38M), BlackRock Inc. ($3.71M), Sessa Capital IM L.P. ($2.62M), Clearbridge Investments LLC ($2.45M), and FMR LLC ($2.29M).

How much institutional selling is happening at Equitable?

Institutional investors have sold a total of 88,674,113 shares in the last 24 months. This volume of shares sold represents approximately $3.24B in transactions.


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This page (NYSE:EQH) was last updated on 4/15/2025 by MarketBeat.com Staff
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