Equitable Ownership | Who Owns Equitable?
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
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