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. iShares Core S&P Mid-Cap ETF is the top mutual fund, with 3.31% 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 |
| Mendota financial group | -2.00 |
| Central trust | -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 |
|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 10.06M | 3.31% | - |
| Vanguard US Total Market Shares ETF | 10.14M | 3.30% | -139.39K |
| Vanguard Total Stock Mkt Idx Inv | 9.90M | 3.26% | 201.96K |
| Vanguard Small Cap Index | 7.73M | 2.54% | 46.75K |
| First Trust Rising Dividend Achiev ETF | 5.85M | 1.90% | 10.42K |
| T. Rowe Price Equity Income | 5.11M | 1.66% | -200.00K |
| T. Rowe Price US Lg-Cp Equity Inc Comp | 5.11M | 1.66% | -550.00K |
| Vanguard Small Cap Value Index Inv | 5.00M | 1.64% | 15.74K |
| Thornburg Investment Income Builder A | 4.81M | 1.58% | - |
| Thornburg Investment Income Builder Sep | 4.81M | 1.58% | - |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| May 23, 2025 | MacKay Craig C | - | Sell | $77.92K |
| May 15, 2025 | HURD JEFFREY J | Chief Operating Officer | Sell | $352.70K |
| May 15, 2025 | Lane Nick | See Remarks | Sell | $264.57K |
| May 15, 2025 | Pearson Mark | President and CEO | Sell | $1.06M |
| May 15, 2025 | Pearson Mark | President and CEO | Sell | $528.98K |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2025 Q2 | - | 12 |
| 2025 Q1 | - | 25 |
| 2024 Q4 | - | 16 |
| 2024 Q3 | - | 6 |
| 2024 Q2 | - | 11 |
EQH Ownership FAQ
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