Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 97.04% institutional investors, 0.50% insiders, and 2.45% 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	97.04%	0.50%	2.45%
Sector	Financial Services Stocks	51.64%	15.54%	32.82%
Industry	Diversified Insurance Stocks	59.44%	6.40%	34.17%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	35.64M	11.20%	$1.68B
Blackrock funding, inc. /de	29.74M	9.81%	$1.67B
Blackrock	26.33M	7.97%	$1.08B
Price t rowe associates inc /md/	21.28M	6.69%	$1.00B
Canada pension plan investment board	17.62M	5.81%	$988.30M
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	36.51%	$280.50M
New vernon investment management	100.35K	6.55%	$5.63M
Bluemar capital management	72.94K	6.21%	$2.98M
Poplar forest capital	675.63K	5.86%	$31.87M
Algebris (uk)	553.97K	4.89%	$31.03M
Callodine capital management, lp	739.84K	4.30%	$41.51M
Thornburg investment management	4.86M	3.50%	$272.38M
Steamboat capital partners	196.80K	3.14%	$11.04M
Jessup wealth management	128.04K	2.88%	$7.18M
Kempner capital management	94.78K	2.85%	$5.32M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	14.17M	0.09%	14.17M
Wellington management group llp	8.82M	0.08%	3.30M
Capital investors	7.37M	0.07%	3.15M
Robeco institutional asset management b.v.	2.17M	0.20%	1.83M
Massachusetts financial services co /ma/	5.50M	0.10%	1.25M

Top Sellers

Holder	Shares	% Assets	Change
Pzena investment management	8.19M	1.31%	-8.24M
Blackrock	26.33M	0.02%	-5.71M
Viking global investors lp	-	-	-3.28M
Zurich insurance group ltd/fi	-	-	-2.70M
Sessa capital im	-	-	-2.55M

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
Fiera capital	532.24K	0.10%	532.24K	$29.86M
Basswood capital management	247.12K	0.64%	247.12K	$13.86M
Horizon investments	156.08K	0.14%	156.08K	$8.71M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard US Total Market Shares ETF	10.14M	3.30%	-139.39K
iShares Core S&P Mid-Cap ETF	9.91M	3.29%	-
Vanguard Total Stock Mkt Idx Inv	9.55M	3.17%	-216.65K
Vanguard Small Cap Index	7.38M	2.45%	-47.02K
First Trust Rising Dividend Achiev ETF	5.85M	1.90%	10.42K
Thornburg Investment Income Builder A	4.81M	1.58%	-
Thornburg Investment Income Builder Sep	4.81M	1.58%	-
Vanguard Small Cap Value Index Inv	4.75M	1.57%	9.38K
American Funds American Mutual A	4.75M	1.56%	3.02M
Capital Group American Mutual Comp	4.75M	1.56%	3.02M

Recent Insider Transactions

Date	Name	Role	Activity	Value
Aug 21, 2025	SCOTT BERTRAM L	-	Sell	$134.84K
Aug 15, 2025	HURD JEFFREY J	Chief Operating Officer	Sell	$367.29K
Aug 18, 2025	Pearson Mark	President and CEO	Sell	$27.28K
Aug 18, 2025	Pearson Mark	President and CEO	Sell	$2.08M
Jul 15, 2025	Pearson Mark	President and CEO	Sell	$511.62K

Insider Transactions Trends

Date	Buy	Sell
2025 Q3	-	8
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 97.04%, followed by 0.50% insiders and 2.46% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 59.44%, 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 (29.74M shares, 9.81%), and Blackrock (26.33M shares, 7.97%). Together, they hold 28.98% 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 36.51% of its assets in 5M Equitable shares, valued at 280.5M$.

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.

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