Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 63.12% institutional investors, 0.52% insiders, and 36.37% retail investors. Vanguard group is the largest institutional shareholder, holding 10.60% 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	63.12%	0.52%	36.37%
Sector	Financial Services Stocks	36.95%	15.48%	47.58%
Industry	Diversified Insurance Stocks	41.36%	7.12%	51.53%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	32.13M	10.60%	$1.63B
Blackrock funding, inc. /de	28.98M	9.56%	$1.47B
Blackrock	26.33M	7.97%	$1.08B
Canada pension plan investment board	17.51M	5.77%	$889.06M
Price t rowe associates inc /md/	16.13M	5.32%	$818.84M
Norges bank	14.17M	4.45%	$668.25M
Wellington management group llp	12.39M	4.08%	$628.94M
State street	12.27M	4.05%	$623.10M
Capital investors	11.01M	3.63%	$559.23M
Geode capital management	6.38M	2.10%	$328.14M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conifer management	4.20M	33.80%	$213.28M
Four tree island advisory	358.47K	11.58%	$18.17M
Bluemar capital management	72.94K	6.21%	$2.98M
Poplar forest capital	675.63K	5.86%	$31.87M
Hg vora capital management	800.00K	5.50%	$40.62M
New vernon investment management	100.35K	4.76%	$5.10M
Callodine capital management, lp	1.04M	4.64%	$52.95M
Algebris (uk)	712.46K	4.09%	$36.15M
Bruni j v & co /co	674.66K	3.46%	$34.26M
Thornburg investment management	4.87M	3.22%	$247.18M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	14.17M	0.09%	14.17M
Capital investors	11.01M	0.09%	3.65M
Diamond hill capital management	2.00M	0.48%	2.00M
London co of virginia	1.24M	0.35%	1.21M
Close asset management	887.97K	1.00%	887.97K

Top Sellers

Holder	Shares	% Assets	Change
Blackrock	26.33M	0.02%	-5.71M
Viking global investors lp	-	-	-3.28M
Zurich insurance group ltd/fi	-	-	-2.70M
Acadian asset management	2.61M	0.23%	-2.59M
Sessa capital im	-	-	-2.55M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	14.17M	0.09%	14.17M	$668.25M
Diamond hill capital management	2.00M	0.48%	2.00M	$101.55M
Close asset management	887.97K	1.00%	887.97K	$45.09M
Hg vora capital management	800.00K	5.50%	800.00K	$40.62M
Advent corp/ma	529.60K	0.54%	529.60K	$26.89M

Sold Out

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

Institutional Ownership Trends

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

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	9.89M	3.30%	-
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 Sep	4.81M	1.61%	-
Thornburg Investment Income Builder A	4.81M	1.61%	-
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
Dec 10, 2025	Eckert William James IV	Chief Accounting Officer	Sell	$203.26K
Nov 18, 2025	Pearson Mark	President and CEO	Sell	$162.57K
Nov 18, 2025	Pearson Mark	President and CEO	Sell	$1.55M
Nov 17, 2025	HURD JEFFREY J	Chief Operating Officer	Sell	$131.63K
Nov 17, 2025	HURD JEFFREY J	Chief Operating Officer	Sell	$162.24K

Insider Transactions Trends

Date	Buy	Sell
2025 Q4	-	9
2025 Q3	-	14
2025 Q2	-	17
2025 Q1	-	25
2024 Q4	-	16

EQH Ownership FAQ

Who Owns Equitable?

Equitable shareholders are primarily institutional investors at 63.12%, followed by 0.52% insiders and 36.36% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 41.36%, which Equitable exceeds.

Who owns the most shares of Equitable?

Equitable’s largest shareholders are Vanguard group (32.13M shares, 10.60%), Blackrock funding, inc. /de (28.98M shares, 9.56%), and Blackrock (26.33M shares, 7.97%). Together, they hold 28.13% 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 33.80% of its assets in 4.2M Equitable shares, valued at 213.28M$.

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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