Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 92.37% institutional investors, 0.52% insiders, and 7.11% retail investors. Vanguard group is the largest institutional shareholder, holding 11.20% of EQH shares. Vanguard US Total Market Shares ETF is the top mutual fund, with 3.30% of its assets in Equitable shares.

EQH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Equitable	92.37%	0.52%	7.11%
Sector	Financial Services Stocks	71.97%	15.45%	12.58%
Industry	Diversified Insurance Stocks	44.66%	6.40%	48.94%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	35.64M	11.20%	$1.68B
Blackrock funding, inc. /de	29.73M	9.34%	$1.40B
Blackrock	26.33M	7.97%	$1.08B
Price t rowe associates inc /md/	21.28M	6.69%	$1.00B
Canada pension plan investment board	19.03M	5.98%	$897.75M
Norges bank	14.17M	4.45%	$668.25M
State street	13.03M	4.09%	$614.46M
Wellington management group llp	8.82M	2.77%	$415.90M
Pzena investment management	8.19M	2.57%	$386.38M
Invesco	8.09M	2.54%	$381.56M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conifer management	5.00M	30.40%	$235.85M
Algebris (uk)	666.04K	7.67%	$30.34M
Bluemar capital management	72.94K	6.21%	$2.98M
Poplar forest capital	675.63K	5.86%	$31.87M
Kempner capital management	135.38K	3.51%	$6.39M
Thornburg investment management	5.27M	3.28%	$248.49M
New vernon investment management	6.57K	3.15%	$2.38M
Benson investment management company	129.22K	2.53%	$6.10M
Jessup wealth management	123.39K	2.48%	$5.82M
M.d. sass	543.87K	1.93%	$25.65M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	14.17M	0.09%	14.17M
Wellington management group llp	8.82M	0.08%	3.30M
Nordea investment management ab	1.56M	0.08%	1.37M
Los angeles capital management	1.47M	0.28%	1.26M
Alyeska investment group	1.76M	0.31%	1.24M

Top Sellers

Holder	Shares	% Assets	Change
Pzena investment management	8.19M	1.31%	-8.24M
Blackrock	26.33M	0.02%	-5.71M
Zurich insurance group ltd/fi	-	-	-2.70M
Sessa capital im	-	-	-2.55M
Viking global investors lp	764.32K	0.12%	-2.29M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	14.17M	0.09%	14.17M	$668.25M
Bnp paribas arbitrage, snc	1.14M	0.03%	1.14M	$53.93M
Raymond james financial	634.70K	0.01%	634.70K	$29.94M
M.d. sass	543.87K	1.93%	543.87K	$25.65M
Polar capital	196.91K	0.05%	196.91K	$9.29M

Sold Out

Holder	Change
Abound wealth management	-1.00
Central trust	-2.00
Mendota financial group	-2.00
Heritage wealth advisors	-2.00
Hhm wealth advisors	-5.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Mar 31, 2025	574	7.69%	284,309,568	-5.42%	92	1.03%	307	13.28%	190	-2.56%
Dec 31, 2024	282	-43.94%	149,138,450	-47.29%	46	0.59%	145	-46.30%	101	-31.29%
Sep 30, 2024	499	2.25%	280,685,473	-8.29%	88	1.03%	267	8.98%	148	-15.43%
Jun 30, 2024	485	8.50%	306,033,514	3.15%	92	1.20%	243	23.98%	175	-6.91%
Mar 31, 2024	447	5.67%	296,687,925	-9.90%	87	0.98%	196	-11.31%	188	27.03%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	10.14M	3.30%	-139.39K
Vanguard Total Stock Mkt Idx Inv	9.90M	3.26%	5.96K
iShares Core S&P Mid-Cap ETF	9.90M	3.26%	-
Vanguard Small Cap Index	7.76M	2.55%	35.66K
First Trust Rising Dividend Achiev ETF	5.85M	1.90%	10.42K
Vanguard Small Cap Value Index Inv	4.99M	1.64%	-4.21K
Vanguard Institutional Extnd Mkt Idx Tr	4.83M	1.59%	36.23K
Thornburg Investment Income Builder A	4.81M	1.58%	-
Thornburg Investment Income Builder Sep	4.81M	1.58%	-
American Funds American Mutual A	4.75M	1.56%	3.02M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Jul 15, 2025	Pearson Mark	President and CEO	Sell	$10.62K
Jul 15, 2025	Pearson Mark	President and CEO	Sell	$511.62K
Jul 15, 2025	Pearson Mark	President and CEO	Sell	$15.91K
Jul 15, 2025	Pearson Mark	President and CEO	Sell	$1.03M
Jun 20, 2025	Eckert William James IV	Chief Accounting Officer	Sell	$212.34K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	4
2025 Q2	-	17
2025 Q1	-	25
2024 Q4	-	16
2024 Q3	-	6

EQH Ownership FAQ

Who Owns Equitable?

Equitable shareholders are primarily institutional investors at 92.37%, followed by 0.52% insiders and 7.11% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 44.66%, which Equitable exceeds.

Who owns the most shares of Equitable?

Equitable’s largest shareholders are Vanguard group (35.64M shares, 11.20%), Blackrock funding, inc. /de (29.73M shares, 9.34%), and Blackrock (26.33M shares, 7.97%). Together, they hold 28.52% 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 30.40% of its assets in 5M Equitable shares, valued at 235.85M$.

Who is the top mutual fund holder of Equitable shares?

Vanguard US Total Market Shares ETF is the top mutual fund holder of Equitable shares, with 3.30% of its total shares outstanding invested in 10.14M 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