Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

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 3.51% 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	746.79%	13.83%	-660.62%
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	9.59M	3.51%	-64.55K
Vanguard US Total Market Shares ETF	10.14M	3.30%	-139.39K
Vanguard Total Stock Mkt Idx Inv	8.94M	3.27%	4.54K
Vanguard Small Cap Index	6.46M	2.37%	8.34K
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
T. Rowe Price US Lg-Cp Equity Inc Comp	5.11M	1.87%	622.00K
T. Rowe Price Equity Income	5.11M	1.87%	-81.00K
Capital Group Wash Mutual Invtrs Comp	5.23M	1.86%	1.44M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 20, 2026	Pearson Mark	President and CEO	Sell	$6.69K
Jul 20, 2026	Pearson Mark	President and CEO	Sell	$1.92M
Jul 15, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$38.42K
Jul 15, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$390.04K
Jul 15, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$67.21K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	6
2026 Q2	-	20
2026 Q1	-	11
2025 Q4	-	14
2025 Q3	-	14

EQH Ownership FAQ

Who Owns Equitable?

Equitable shareholders are primarily institutional investors at 87.11%, followed by 0.61% insiders and 12.28% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 40.80%, which Equitable exceeds.

Who owns the most shares of Equitable?

Equitable’s largest shareholders are Vanguard group (30.63M shares, 10.10%), Blackrock funding, inc. /de (27.32M shares, 9.17%), and Blackrock (26.33M shares, 7.97%). Together, they hold 27.24% of Equitable’s total shares outstanding.

Does Blackrock own Equitable?

Yes, BlackRock owns 7.97% of Equitable, totaling 26.33M shares as of Jun 2024. This represents 0.02% of BlackRock's total assets, with a market value of 1.08B$. In the last quarter, BlackRock decreased its holdings by -5.707M shares, a -17.82% change.

Who is Equitable’s biggest shareholder by percentage of total assets invested?

Conifer management is Equitable’s biggest shareholder by percentage of total assets invested, with 29.75% of its assets in 4.2M Equitable shares, valued at 155.86M$.

Who is the top mutual fund holder of Equitable shares?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Equitable shares, with 3.51% of its total shares outstanding invested in 9.59M Equitable shares.

Try Tickergate Pro Free

Customize Everything. 100% Flexibility. Fast and Easy to Use (No code or Excel Needed)

Customize your own personal stocks lists, views and charts
Choose from hundreds of fields, up to 15 years of history
Conduct deep comparison analysis

Discover trending investment themes
Find your next best investment
Research stocks using tools