Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 65.42% institutional investors, 0.57% insiders, and 34.01% retail investors. Vanguard group is the largest institutional shareholder, holding 10.10% 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	65.42%	0.57%	34.01%
Sector	Financial Services Stocks	32.19%	15.44%	52.37%
Industry	Diversified Insurance Stocks	36.79%	11.93%	51.28%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	30.63M	10.10%	$1.46B
Blackrock funding, inc. /de	27.32M	9.01%	$1.30B
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
Capital investors	13.55M	4.47%	$645.45M
Wellington management group llp	12.39M	4.08%	$628.94M
State street	12.27M	4.05%	$623.10M
Norges bank	11.56M	3.81%	$550.99M
Geode capital management	6.36M	2.10%	$307.44M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conifer management	4.20M	33.80%	$213.28M
Four tree island advisory	361.58K	9.51%	$17.23M
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
Algebris (uk)	1.29M	4.84%	$61.69M
New vernon investment management	100.35K	4.76%	$5.10M
Thornburg investment management	4.87M	3.22%	$247.18M
Bruni j v & co /co	675.21K	3.16%	$32.17M
Steamboat capital partners	185.23K	2.45%	$9.41M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	11.56M	0.06%	11.56M
Capital investors	13.55M	0.10%	2.53M
Bank of montreal /can/	2.42M	0.04%	2.39M
Diamond hill capital management	4.29M	1.05%	2.29M
London co of virginia	1.24M	0.35%	1.21M

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
Sessa capital im	-	-	-2.55M
Invesco	4.71M	0.04%	-2.06M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	11.56M	0.06%	11.56M	$550.99M
Hg vora capital management	800.00K	5.50%	800.00K	$40.62M
Advent corp/ma	529.60K	0.54%	529.60K	$26.89M
Point72 asset management	200.30K	0.02%	200.30K	$10.17M
Connor, clark & lunn investment management	184.26K	0.02%	184.26K	$8.78M

Sold Out

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

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
Dec 31, 2025	415	-27.45%	198,368,325	-27.22%	65	0.81%	162	-34.41%	196	-15.15%
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%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
iShares Core S&P Mid-Cap ETF	9.27M	3.31%	-389.33K
Vanguard US Total Market Shares ETF	10.14M	3.30%	-139.39K
Vanguard Total Stock Mkt Idx Inv	9.06M	3.23%	20.69K
Vanguard Small Cap Index	6.49M	2.32%	-1.21K
American Funds American Mutual A	5.64M	2.01%	-
Capital Group American Mutual Comp	5.64M	2.01%	-
First Trust Rising Dividend Achiev ETF	5.85M	1.90%	10.42K
Thornburg Investment Income Builder A	4.81M	1.72%	-
Thornburg Investment Income Builder Sep	4.81M	1.72%	-
T. Rowe Price US Lg-Cp Equity Inc Comp	4.38M	1.56%	289.50K

Recent Insider Transactions

Date	Name	Role	Activity	Value
Feb 17, 2026	Lane Nick	See Remarks	Sell	$289.98K
Feb 17, 2026	Lane Nick	See Remarks	Sell	$159.94K
Feb 17, 2026	Lane Nick	See Remarks	Sell	$326.16K
Feb 17, 2026	Lane Nick	See Remarks	Sell	$573.57K
Feb 18, 2026	Pearson Mark	President and CEO	Sell	$1.81M

Insider Transactions Trends

Date	Buy	Sell
2026 Q1	-	11
2025 Q4	-	14
2025 Q3	-	14
2025 Q2	-	17
2025 Q1	-	25

EQH Ownership FAQ

Who Owns Equitable?

Equitable shareholders are primarily institutional investors at 65.42%, followed by 0.57% insiders and 34.01% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 36.79%, which Equitable exceeds.

Who owns the most shares of Equitable?

Equitable’s largest shareholders are Vanguard group (30.63M shares, 10.10%), Blackrock funding, inc. /de (27.32M shares, 9.01%), and Blackrock (26.33M shares, 7.97%). Together, they hold 27.09% 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?

iShares Core S&P Mid-Cap ETF is the top mutual fund holder of Equitable shares, with 3.31% of its total shares outstanding invested in 9.27M Equitable shares.

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