Equitable (EQH) Institutional Ownership

$51.44 -2.53 (-4.68%)

Closing price 02/21/2025 03:59 PM Eastern

Extended Trading

$51.38 -0.05 (-0.11%)

As of 02/21/2025 07:40 PM Eastern

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Current Institutional Ownership Percentage: 92.70%
Number of Institutional Buyers (last 12 months): 315
Total Institutional Inflows (last 12 months): $2.79B

Number of Institutional Sellers (last 12 months): 203
Total Institutional Outflows (last 12 months): $2.21B

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EQH Institutional Buying and Selling by Quarter

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
2/22/2025	American Trust	4,716	$222K	0.0%	N/A	0.002%
2/20/2025	Mackenzie Financial Corp	33,241	$1.57M	0.0%	-9.3%	0.011%
2/20/2025	Forum Financial Management LP	4,404	$208K	0.0%	N/A	0.001%
2/19/2025	Toronto Dominion Bank	84,148	$3.97M	0.0%	+87.9%	0.027%
2/19/2025	Invst LLC	24,165	$1.14M	0.1%	+1.5%	0.008%
2/19/2025	Public Employees Retirement System of Ohio	108,571	$5.12M	0.0%	-8.5%	0.035%
2/18/2025	Vise Technologies Inc.	26,429	$1.25M	0.1%	+154.4%	0.008%
2/18/2025	McIlrath & Eck LLC	1,386	$65K	0.0%	+154.3%	0.000%
2/18/2025	CSS LLC IL	13,475	$636K	0.0%	-23.0%	0.004%
2/17/2025	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	2,558,239	$120.67M	0.0%	+15.2%	0.816%
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2/17/2025	Voloridge Investment Management LLC	1,013,563	$47.81M	0.2%	+108.2%	0.323%
2/17/2025	Worldquant Millennium Advisors LLC	67,728	$3.20M	0.0%	N/A	0.022%
2/17/2025	Woodline Partners LP	1,348,880	$63.63M	0.4%	+0.3%	0.430%
2/17/2025	Vident Advisory LLC	125,308	$5.91M	0.1%	+18.0%	0.040%
2/17/2025	Virtus Investment Advisers Inc.	2,600	$123K	0.1%	N/A	0.001%
2/17/2025	Two Sigma Advisers LP	241,200	$11.38M	0.0%	+44.4%	0.077%
2/17/2025	Two Sigma Investments LP	185,646	$8.76M	0.0%	-60.3%	0.059%
2/17/2025	Tidal Investments LLC	10,162	$479K	0.0%	-39.5%	0.003%
2/17/2025	Steamboat Capital Partners LLC	71,938	$3.39M	1.1%	-2.1%	0.023%
2/17/2025	Toronto Dominion Bank	84,148	$3.97M	0.0%	+87.9%	0.027%
2/17/2025	Sessa Capital IM L.P.	2,554,723	$120.51M	4.3%	-36.7%	0.815%
2/17/2025	Rafferty Asset Management LLC	7,157	$338K	0.0%	-2.9%	0.002%
2/17/2025	Redwood Investment Management LLC	30,264	$1.43M	0.1%	-14.4%	0.010%
2/17/2025	Point72 Europe London LLP	85,800	$4.05M	0.2%	+27.4%	0.027%
2/17/2025	Polar Capital Holdings Plc	196,906	$9.29M	0.1%	N/A	0.063%
2/17/2025	ProShare Advisors LLC	14,672	$692K	0.0%	+5.3%	0.005%
2/17/2025	Quantinno Capital Management LP	42,817	$2.02M	0.0%	+66.5%	0.014%
2/17/2025	Parkwood LLC	228,690	$10.79M	1.2%	-35.0%	0.073%
2/17/2025	Man Group plc	1,245,568	$58.75M	0.2%	+616.6%	0.398%
2/17/2025	Nissay Asset Management Corp Japan ADV	38,617	$1.83M	0.0%	-2.2%	0.012%
2/17/2025	Nomura Holdings Inc.	49,831	$2.35M	0.0%	N/A	0.016%
2/17/2025	Nuveen Asset Management LLC	1,428,600	$67.39M	0.0%	+1.7%	0.456%
2/17/2025	OMERS ADMINISTRATION Corp	14,052	$663K	0.0%	-78.6%	0.004%
2/17/2025	Millennium Management LLC	1,871,866	$88.30M	0.0%	+75.0%	0.597%
2/17/2025	Lazard Asset Management LLC	276,723	$13.05M	0.0%	+8,786.4%	0.088%
2/17/2025	LMR Partners LLP	13,760	$649K	0.0%	N/A	0.004%
2/17/2025	Lighthouse Investment Partners LLC	85,364	$4.03M	0.1%	+261.7%	0.027%
2/17/2025	Investment Management Corp of Ontario	47,730	$2.25M	0.1%	+138.2%	0.015%
2/17/2025	Jacobs Levy Equity Management Inc.	15,116	$713K	0.0%	-93.8%	0.005%
2/17/2025	Hudson Bay Capital Management LP	350,000	$16.51M	0.1%	+16.7%	0.112%
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here.
2/17/2025	Graham Capital Management L.P.	163,951	$7.73M	0.1%	-3.1%	0.052%
2/17/2025	Ellevest Inc.	9,594	$453K	0.0%	-3.8%	0.003%
2/17/2025	Ensign Peak Advisors Inc	1,162,116	$54.82M	0.1%	+0.7%	0.371%
2/17/2025	Ethic Inc.	81,020	$3.82M	0.1%	+7.9%	0.026%
2/17/2025	Deutsche Bank AG	1,314,791	$62.02M	0.0%	-7.0%	0.420%
2/17/2025	Colonial Trust Co SC	4,278	$202K	0.0%	+7.0%	0.001%
2/17/2025	Concentric Capital Strategies LP	39,202	$1.85M	0.1%	N/A	0.013%
2/17/2025	Conifer Management L.L.C.	5,000,000	$235.85M	31.3%	-16.7%	1.596%
2/17/2025	Crestline Management LP	31,541	$1.49M	0.0%	+29.7%	0.010%
2/17/2025	Centiva Capital LP	9,625	$454K	0.0%	-85.7%	0.003%
2/17/2025	Brevan Howard Capital Management LP	21,633	$1.02M	0.0%	N/A	0.007%
2/17/2025	Bridgefront Capital LLC	27,729	$1.31M	0.4%	-20.3%	0.009%
2/17/2025	Captrust Financial Advisors	4,821	$227K	0.0%	N/A	0.002%
2/17/2025	Bain Capital Public Equity Management II LLC	702,849	$33.15M	1.5%	-3.3%	0.224%
2/17/2025	Bain Capital Public Equity LP	104,514	$4.93M	3.2%	-15.9%	0.033%
2/17/2025	Balyasny Asset Management L.P.	422,373	$19.92M	0.0%	-52.1%	0.135%
2/17/2025	Bastion Asset Management Inc.	42,943	$2.02M	1.3%	N/A	0.014%
2/17/2025	Bank of America Corp DE	634,049	$29.91M	0.0%	+69.9%	0.202%
2/17/2025	BNP Paribas Financial Markets	1,143,254	$53.93M	0.0%	N/A	0.365%
2/17/2025	Ameriprise Financial Inc.	1,105,018	$52.12M	0.0%	+2.1%	0.353%
2/17/2025	Algert Global LLC	270,240	$12.75M	0.3%	+1,247.7%	0.086%
2/17/2025	Alyeska Investment Group L.P.	1,758,637	$82.96M	0.3%	+237.0%	0.561%
2/14/2025	Meiji Yasuda Life Insurance Co	6,101	$288K	0.0%	-33.9%	0.002%
2/14/2025	Mercer Global Advisors Inc. ADV	79,846	$3.77M	0.0%	N/A	0.025%
2/14/2025	Westbourne Investments Inc.	41,255	$1.95M	1.1%	N/A	0.013%
2/14/2025	Freestone Grove Partners LP	1,027,594	$48.47M	0.6%	N/A	0.328%
2/14/2025	Comerica Bank	171,481	$8.09M	0.0%	+37.0%	0.055%
2/14/2025	Utah Retirement Systems	52,356	$2.47M	0.0%	-3.1%	0.017%
2/14/2025	Schonfeld Strategic Advisors LLC	37,642	$1.78M	0.0%	-23.3%	0.012%
2/14/2025	AQR Capital Management LLC	1,029,638	$48.57M	0.1%	+64.9%	0.329%
2/14/2025	Northern Trust Corp	4,242,692	$200.13M	0.0%	+26.4%	1.354%
2/14/2025	The Manufacturers Life Insurance Company	673,077	$31.75M	0.0%	+2.8%	0.215%
2/14/2025	Tudor Investment Corp ET AL	4,954	$234K	0.0%	-90.1%	0.002%
2/14/2025	Quarry LP	1,281	$60K	0.0%	-84.3%	0.000%
2/14/2025	Aquatic Capital Management LLC	13,042	$615K	0.0%	-63.4%	0.004%
2/14/2025	New Vernon Investment Management LLC	6,568	$310K	0.2%	-92.0%	0.002%
2/14/2025	Voya Investment Management LLC	457,280	$21.57M	0.0%	-5.6%	0.146%
2/14/2025	Integrated Wealth Concepts LLC	9,980	$471K	0.0%	+5.0%	0.003%
2/14/2025	Adage Capital Partners GP L.L.C.	125,000	$5.90M	0.0%	+25.0%	0.040%
2/14/2025	T. Rowe Price Investment Management Inc.	524,200	$24.73M	0.0%	-3.2%	0.167%
2/14/2025	Pinebridge Investments L.P.	123,022	$5.80M	0.0%	+26.5%	0.039%
2/14/2025	Price T Rowe Associates Inc. MD	21,278,436	$1.00B	0.1%	+2.6%	6.791%
2/14/2025	Quantessence Capital LLC	5,422	$256K	0.1%	N/A	0.002%
2/14/2025	Hsbc Holdings PLC	1,821,249	$86.07M	0.1%	-25.2%	0.581%
2/14/2025	Uniplan Investment Counsel Inc.	120,524	$5.69M	0.5%	+1.1%	0.038%
2/14/2025	Stifel Financial Corp	19,570	$923K	0.0%	-13.1%	0.006%
2/14/2025	State of Tennessee Department of Treasury	124,458	$5.87M	0.0%	-2.7%	0.040%
2/14/2025	Tower Research Capital LLC TRC	24,853	$1.17M	0.0%	+194.3%	0.008%
2/14/2025	Teachers Retirement System of The State of Kentucky	99,290	$4.68M	0.0%	-4.7%	0.032%
2/14/2025	MetLife Investment Management LLC	190,606	$8.99M	0.0%	+5.7%	0.061%
$5,000 DOGE check? (Ad) Elon Musk's DOGE agenda just took a very surprising turn... Earlier this week, reports emerged that a portion of the savings DOGE makes in Federal cuts could be funneled back to taxpayers. The media was quick to dub it a DOGE Dividend, with claims circulating that we could all receive a $5,000 check in the mail. Everything you need to know is right here.
2/14/2025	Natixis	271,357	$12.80M	0.1%	N/A	0.087%
2/14/2025	BI Asset Management Fondsmaeglerselskab A S	11,051	$521K	0.0%	N/A	0.004%
2/14/2025	Dimensional Fund Advisors LP	4,052,772	$191.17M	0.0%	-2.0%	1.293%
2/14/2025	First Trust Advisors LP	7,840,415	$369.83M	0.3%	+5.0%	2.502%
2/14/2025	Forum Financial Management LP	4,404	$208K	0.0%	N/A	0.001%
2/14/2025	Capital International Investors	2,601,643	$122.72M	0.0%	+24.3%	0.830%
2/13/2025	CANADA LIFE ASSURANCE Co	479,149	$22.60M	0.0%	-8.8%	0.153%
2/13/2025	Canada Pension Plan Investment Board	19,032,270	$897.75M	0.9%	+0.4%	6.074%
2/13/2025	Marshall Wace LLP	2,275,039	$107.31M	0.1%	+31.6%	0.726%
2/13/2025	Keeley Teton Advisors LLC	81,195	$3.83M	0.4%	-11.6%	0.026%

(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, 516 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 417 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 114,149,193 shares in the last 24 months. This purchase volume represents approximately $4.39B in transactions.
Which Equitable major shareholders have been selling company stock?: Of the 296 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 89,004,612 shares in the last 24 months. This volume of shares sold represents approximately $3.23B in transactions.

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This page (NYSE:EQH) was last updated on 2/22/2025 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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