Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 94.91% institutional investors, 0.61% insiders, and 4.48% 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 3.53% of its assets in Equitable shares.

EQH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Equitable	94.91%	0.61%	4.48%
Sector	Financial Services Stocks	493.55%	13.79%	-407.34%
Industry	Asset Management Stocks	47.59%	11.88%	40.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	30.63M	10.10%	$1.46B
Blackrock funding, inc. /de	25.90M	9.21%	$1.14B
Blackrock	26.33M	7.97%	$1.08B
Norges bank	18.33M	6.51%	$804.18M
Price t rowe associates inc /md/	18.19M	6.47%	$798.04M
Vanguard capital management	12.70M	4.52%	$557.42M
Harris associates l p	9.49M	3.37%	$416.38M
State street	9.39M	3.34%	$411.96M
Canada pension plan investment board	9.11M	3.24%	$399.58M
Wellington management group llp	8.78M	3.12%	$385.49M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conifer management	4.20M	30.38%	$184.30M
Bluemar capital management	72.94K	6.21%	$2.98M
Poplar forest capital	675.63K	5.86%	$31.87M
Algebris (uk)	1.96M	5.64%	$85.65M
Four tree island advisory	379.04K	5.48%	$16.63M
New vernon investment management	58.06K	3.12%	$2.55M
Bruni j v & co /co	766.93K	3.07%	$33.65M
Kintayl capital lp	134.26K	2.34%	$5.89M
Continental advisors	123.77K	2.29%	$5.43M
Thornburg investment management	5.14M	2.16%	$225.65M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	18.33M	0.08%	18.33M
Harris associates l p	9.49M	0.55%	9.46M
Viking global investors lp	5.40M	0.68%	5.40M
Castle hook partners lp	3.60M	0.72%	3.60M
Sixth street partners management company	2.14M	0.01%	2.14M

Top Sellers

Holder	Shares	% Assets	Change
Canada pension plan investment board	9.11M	0.22%	-9.11M
Blackrock	26.33M	0.02%	-5.71M
Boston partners	-	-	-3.55M
State street	9.39M	0.01%	-2.59M
Sessa capital im	-	-	-2.55M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	18.33M	0.08%	18.33M	$804.18M
Viking global investors lp	5.40M	0.68%	5.40M	$236.90M
Castle hook partners lp	3.60M	0.72%	3.60M	$157.95M
Sixth street partners management company	2.14M	0.01%	2.14M	$94.03M
Renaissance	819.90K	0.05%	819.90K	$35.98M

Sold Out

Holder	Change
Turning point benefit group	-1.00
Abound wealth management	-1.00
Clear street markets	-2.00
Mendota financial group	-2.00
Heritage wealth advisors	-2.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Jun 30, 2026	483	-12.18%	266,971,002	1.77%	94	1.23%	212	-22.63%	207	0.49%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	9.63M	3.53%	-
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 Morn Total Stk Mkt Idx Investor	8.94M	3.27%	4.54K
Vanguard MStar Total Stk Mkt Idx Invest	8.97M	3.16%	27.37K
Vanguard Small Cap Index	6.47M	2.28%	13.17K
Capital Group American Mutual Comp	5.64M	2.01%	-
American Funds American Mutual A	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

Recent Insider Transactions

Date	Name	Role	Activity	Value
Sep 04, 2026	Lane Nick	See Remarks	Sell	$794.52K
Sep 04, 2026	Isaacs-Lowe Arlene	-	Sell	$52.83K
Aug 17, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$220.55K
Aug 17, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$26.52K
Aug 17, 2026	HURD JEFFREY J	Chief Operating Officer	Sell	$239.41K

Insider Transactions Trends

Date	Buy	Sell
2026 Q3	-	17
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 94.91%, followed by 0.61% insiders and 4.48% retail investors. The average institutional ownership in Equitable's industry, Asset Management Stocks, is 47.59%, 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 (25.9M shares, 9.21%), and Blackrock (26.33M shares, 7.97%). Together, they hold 27.28% 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 30.38% of its assets in 4.2M Equitable shares, valued at 184.3M$.

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 3.53% of its total shares outstanding invested in 9.63M Equitable shares.

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