Equitable Ownership | Who Owns Equitable?
Equitable Ownership Summary
Equitable is owned by 87.11% institutional investors, 0.61% insiders, and 12.28% retail investors. Vanguard group is the largest institutional shareholder, holding 10.10% of EQH shares. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.37% of its assets in Equitable shares.
EQH Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Equitable | 87.11% | 0.61% | 12.28% |
| Sector | Financial Services Stocks | 37.05% | 15.59% | 47.36% |
| Industry | Diversified Insurance Stocks | 40.80% | 12.14% | 47.06% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Vanguard group | 30.63M | 10.10% | $1.46B |
| Blackrock funding, inc. /de | 27.32M | 9.17% | $1.01B |
| Blackrock | 26.33M | 7.97% | $1.08B |
| Canada pension plan investment board | 18.22M | 6.11% | $676.09M |
| Price t rowe associates inc /md/ | 17.53M | 5.88% | $650.37M |
| State street | 11.98M | 4.02% | $444.62M |
| Norges bank | 11.56M | 3.81% | $550.99M |
| Capital investors | 10.43M | 3.50% | $387.05M |
| Wellington management group llp | 8.26M | 2.77% | $306.58M |
| Diamond hill capital management | 7.19M | 2.41% | $266.90M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Conifer management | 4.20M | 29.75% | $155.86M |
| Four tree island advisory | 370.48K | 6.94% | $13.75M |
| Bluemar capital management | 72.94K | 6.21% | $2.98M |
| Poplar forest capital | 675.63K | 5.86% | $31.87M |
| Algebris (uk) | 2.04M | 5.46% | $75.50M |
| Bruni j v & co /co | 675.46K | 2.62% | $25.07M |
| Kempner capital management | 46.03K | 2.10% | $2.22M |
| Thornburg investment management | 4.99M | 1.92% | $185.33M |
| Diamond hill capital management | 7.19M | 1.67% | $266.90M |
| Continental advisors | 82.50K | 1.56% | $3.06M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Norges bank | 11.56M | 0.06% | 11.56M |
| Diamond hill capital management | 7.19M | 1.67% | 2.90M |
| Bank of montreal /can/ | 4.91M | 0.07% | 2.48M |
| Citadel advisors | 3.14M | 0.02% | 2.08M |
| Marshall wace, llp | 2.02M | 0.07% | 2.02M |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 26.33M | 0.02% | -5.71M |
| Boston partners | - | - | -3.55M |
| Viking global investors lp | - | - | -3.28M |
| Capital investors | 10.43M | 0.09% | -3.12M |
| Zurich insurance group ltd/fi | - | - | -2.70M |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 11.56M | 0.06% | 11.56M | $550.99M |
| Vanguard fiduciary trust | 1.80M | 0.02% | 1.80M | $66.84M |
| Vanguard asset management | 570.85K | 0.02% | 570.85K | $21.18M |
| Adage capital partners gp | 300.00K | 0.02% | 300.00K | $11.13M |
| Lighthouse investment partners | 212.64K | 0.27% | 212.64K | $7.89M |
Sold Out
| Holder | Change |
|---|---|
| Turning point benefit group | -1.00 |
| Abound wealth management | -1.00 |
| Mendota financial group | -2.00 |
| Heritage wealth advisors | -2.00 |
| Clear street markets | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Mar 31, 2026 | 539 | -2.36% | 259,671,901 | -7.11% | 87 | 0.91% | 265 | 15.72% | 204 | -20.00% |
| Dec 31, 2025 | 415 | -27.45% | 198,368,325 | -27.22% | 65 | 0.81% | 162 | -34.41% | 196 | -15.15% |
| Sep 30, 2025 | 405 | -31.47% | 191,368,228 | -35.03% | 63 | 0.67% | 162 | -47.91% | 169 | -19.52% |
| Jun 30, 2025 | 587 | 1.21% | 294,237,540 | 3.15% | 97 | 1.13% | 308 | -1.28% | 209 | 9.42% |
| Mar 31, 2025 | 574 | 7.69% | 284,309,568 | -5.42% | 92 | 1.03% | 307 | 13.28% | 190 | -2.56% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9.54M | 3.37% | - |
| Vanguard US Total Market Shares ETF | 10.14M | 3.30% | -139.39K |
| Vanguard Total Stock Mkt Idx Inv | 8.95M | 3.18% | 23.09K |
| Vanguard Small Cap Index | 6.46M | 2.29% | -14.33K |
| American Funds American Mutual A | 5.64M | 2.01% | - |
| Capital Group American Mutual Comp | 5.64M | 2.01% | - |
| First Trust Rising Dividend Achiev ETF | 5.85M | 1.90% | 10.42K |
| American Funds Washington Mutual A | 5.23M | 1.86% | 1.44M |
| Capital Group Wash Mutual Invtrs Comp | 5.23M | 1.86% | 1.44M |
| Thornburg Investment Income Builder A | 4.81M | 1.71% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Jun 10, 2026 | Eckert William James IV | Chief Accounting Officer | Sell | $259.35K |
| Jun 04, 2026 | SCOTT BERTRAM L | - | Sell | $101.48K |
| Aug 12, 2025 | Hondal Francis | - | Buy | $4.84K |
| Jun 09, 2025 | Hondal Francis | - | Buy | $4.81K |
| Dec 01, 2025 | Hondal Francis | - | Buy | $4.86K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2026 Q2 | - | 17 |
| 2026 Q1 | - | 11 |
| 2025 Q4 | - | 14 |
| 2025 Q3 | - | 14 |
| 2025 Q2 | - | 17 |
EQH Ownership FAQ
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