Equitable Ownership 2024 | Who Owns Equitable Now?
Institutional Ownership
92.63%
Insider Ownership
0.47%
Retail Ownership
6.89%
Institutional Holders
479.00
Equitable Institutional Shareholders
Institutional Shareholders by % of Total Shares
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| VANGUARD GROUP INC | 11.01% | 0.03% | 36,359,684 | -1,074,992 | -2.87% | 1,485,656,688 | Jun 30, 2024 |
| BLACKROCK INC. | 7.97% | 0.02% | 26,326,279 | -5,706,948 | -17.82% | 1,075,691,778 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.38% | 0.10% | 21,075,741 | -4,695,722 | -18.22% | 861,155,000 | Jun 30, 2024 |
| CANADA PENSION PLAN INVESTMENT BOARD | 5.65% | 0.75% | 18,652,997 | -151,688 | -0.81% | 762,161,457 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 5.65% | 2.68% | 18,642,684 | -6,677,949 | -26.37% | 761,740,068 | Jun 30, 2024 |
| NORGES BANK | 4.67% | 0.09% | 15,434,509 | 15,434,509 | 100.00% | 630,654,038 | Jun 30, 2024 |
| STATE STREET CORP | 3.83% | 0.02% | 12,638,665 | -606,670 | -4.58% | 516,415,852,000 | Jun 30, 2024 |
| INVESCO LTD. | 2.19% | 0.06% | 7,245,646 | -509,531 | -6.57% | 296,057,096 | Jun 30, 2024 |
| GEODE CAPITAL MANAGEMENT, LLC | 2.09% | 0.02% | 6,905,830 | 166,327 | 2.47% | 281,781,351 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 2.07% | 0.17% | 6,840,185 | -478,895 | -6.54% | 279,351,152 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.99% | 0.27% | 6,574,101 | -556,237 | -7.80% | 268,617,766 | Jun 30, 2024 |
| CONIFER MANAGEMENT, L.L.C. | 1.82% | 30.06% | 6,000,000 | -854,000 | -12.46% | 245,160,000 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 1.77% | 0.92% | 5,859,547 | 3,802,356 | 184.83% | 239,421,090 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.62% | 0.04% | 5,352,195 | -2,028,241 | -27.48% | 218,690,689 | Jun 30, 2024 |
| THORNBURG INVESTMENT MANAGEMENT INC | 1.60% | 3.03% | 5,267,993 | - | - | 215,250,194 | Jun 30, 2024 |
| SESSA CAPITAL IM, L.P. | 1.51% | 6.19% | 4,995,719 | -180,000 | -3.48% | 204,125,078 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.50% | 0.06% | 4,943,718 | -4,559,997 | -47.98% | 202,000,317 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.24% | 0.04% | 4,083,650 | 539,904 | 15.24% | 166,854,830 | Jun 30, 2024 |
| BANK OF NEW YORK MELLON CORP | 1.13% | 0.03% | 3,724,092 | 7,559 | 0.20% | 152,166,405 | Jun 30, 2024 |
| NORTHERN TRUST CORP | 1.06% | 0.02% | 3,508,515 | -91,835 | -2.55% | 143,357,924,000 | Jun 30, 2024 |
Equitable's largest institutional shareholder is VANGUARD GROUP INC, holding 11.01% of the company's total share outstanding, currently valued at $1.49B. The top 10 institutional shareholders own together 51.52% of the company.
Institutional Shareholders by % of Total Assets
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| CONIFER MANAGEMENT, L.L.C. | 1.82% | 30.06% | 6,000,000 | -854,000 | -12.46% | 245,160,000 | Jun 30, 2024 |
| ALGEBRIS (UK) LTD | 0.23% | 9.35% | 761,984 | -12,166 | -1.57% | 29,059,797 | Jun 30, 2024 |
| BLUEMAR CAPITAL MANAGEMENT, LLC | 0.02% | 6.21% | 72,939 | -26,143 | -26.39% | 2,980,288 | Jun 30, 2024 |
| SESSA CAPITAL IM, L.P. | 1.51% | 6.19% | 4,995,719 | -180,000 | -3.48% | 204,125,078 | Jun 30, 2024 |
| POPLAR FOREST CAPITAL LLC | 0.28% | 5.24% | 919,216 | -128,242 | -12.24% | 37,559,166 | Jun 30, 2024 |
| NEW VERNON INVESTMENT MANAGEMENT LLC | 0.02% | 4.06% | 76,555 | -10,937 | -12.50% | 3,128,037 | Jun 30, 2024 |
| HYPERION CAPITAL ADVISORS LP | 0.06% | 3.95% | 206,061 | - | - | 8,419,652 | Jun 30, 2024 |
| KEMPNER CAPITAL MANAGEMENT INC. | 0.05% | 3.45% | 159,372 | - | - | 6,512,000 | Jun 30, 2024 |
| SOAPSTONE MANAGEMENT L.P. | 0.04% | 3.24% | 118,750 | -81,250 | -40.63% | 4,849,750 | Jun 30, 2024 |
| GILLSON CAPITAL LP | 0.23% | 3.05% | 772,384 | -32,616 | -4.05% | 31,560,000 | Jun 30, 2024 |
| THORNBURG INVESTMENT MANAGEMENT INC | 1.60% | 3.03% | 5,267,993 | - | - | 215,250,194 | Jun 30, 2024 |
| PZENA INVESTMENT MANAGEMENT LLC | 5.65% | 2.68% | 18,642,684 | -6,677,949 | -26.37% | 761,740,068 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.02% | 2.58% | 66,315 | 66,315 | 100.00% | 2,709,631 | Jun 30, 2024 |
| JESSUP WEALTH MANAGEMENT, INC | 0.04% | 2.22% | 127,285 | 127,285 | 100.00% | 5,200,855 | Jun 30, 2024 |
| BENSON INVESTMENT MANAGEMENT COMPANY, INC. | 0.04% | 2.21% | 130,614 | -507 | -0.39% | 5,336,888 | Jun 30, 2024 |
| PARKWOOD LLC | 0.10% | 1.62% | 318,411 | 23,309 | 7.90% | 13,010,000 | Jun 30, 2024 |
| KENDALL CAPITAL MANAGEMENT | 0.03% | 1.54% | 112,729 | 3,434 | 3.14% | 4,606,107 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.47% | 1.05% | 1,550,020 | 1,550,020 | 100.00% | 63,333,817 | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.82% | 0.95% | 2,696,427 | 2,696,427 | 100.00% | 110,176,007 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.17% | 0.94% | 556,743 | 556,743 | 100.00% | 22,748,519 | Jun 30, 2024 |
The largest Equitable shareholder by % of total assets is CONIFER MANAGEMENT, L.L.C.. The company owns 6.00M shares of Equitable (EQH), representing 30.06% of its total assets.
Institutional Buyers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 4.67% | 0.09% | 15,434,509 | 15,434,509 | 100.00% | 630,654,038 | Jun 30, 2024 |
| VIKING GLOBAL INVESTORS LP | 1.77% | 0.92% | 5,859,547 | 3,802,356 | 184.83% | 239,421,090 | Jun 30, 2024 |
| ACADIAN ASSET MANAGEMENT LLC | 0.96% | 0.40% | 3,168,402 | 3,155,487 | 24432.73% | 129,444,000 | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.82% | 0.95% | 2,696,427 | 2,696,427 | 100.00% | 110,176,007 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.63% | 0.49% | 2,086,293 | 2,086,293 | 100.00% | 85,245,932 | Jun 30, 2024 |
| GOLDMAN SACHS GROUP INC | 1.03% | 0.02% | 3,389,721 | 1,965,536 | 138.01% | 138,504,000 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.47% | 1.05% | 1,550,020 | 1,550,020 | 100.00% | 63,333,817 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.36% | 0.01% | 1,192,271 | 1,192,271 | 100.00% | 48,716,193 | Jun 30, 2024 |
| MAN GROUP PLC | 0.34% | 0.12% | 1,127,938 | 907,401 | 411.45% | 46,087,546 | Jun 30, 2024 |
| AMUNDI | 0.48% | 0.03% | 1,592,100 | 884,904 | 125.13% | 65,371,625 | Jun 30, 2024 |
| UBS ASSET MANAGEMENT AMERICAS INC | 0.66% | 0.03% | 2,165,976 | 747,607 | 52.71% | 88,501,778 | Jun 30, 2024 |
| PRINCIPAL FINANCIAL GROUP INC | 0.60% | 0.05% | 1,969,388 | 721,028 | 57.76% | 80,469,966,000 | Jun 30, 2024 |
| BALYASNY ASSET MANAGEMENT L.P. | 0.38% | 0.09% | 1,265,432 | 720,772 | 132.33% | 51,705,552 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.18% | 0.33% | 595,091 | 595,091 | 100.00% | 24,315,418 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.17% | 0.94% | 556,743 | 556,743 | 100.00% | 22,748,519 | Jun 30, 2024 |
| FEDERATED HERMES, INC. | 0.18% | 0.06% | 600,662 | 550,436 | 1095.92% | 24,543,050,000 | Jun 30, 2024 |
| DIMENSIONAL FUND ADVISORS LP | 1.24% | 0.04% | 4,083,650 | 539,904 | 15.24% | 166,854,830 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.16% | 0.01% | 515,439 | 515,439 | 100.00% | 21,061,000 | Jun 30, 2024 |
| ALLIANZ ASSET MANAGEMENT GMBH | 0.20% | 0.04% | 674,347 | 469,204 | 228.72% | 27,553,819 | Jun 30, 2024 |
| ROYAL BANK OF CANADA | 0.14% | 0.00% | 478,161 | 437,383 | 1072.60% | 19,538,000 | Jun 30, 2024 |
As of Jun 30 2024, Equitable's largest institutional buyer is NORGES BANK. The company purchased 15.43M stocks of EQH, valued at $630.65M.
Institutional Sellers
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| PZENA INVESTMENT MANAGEMENT LLC | 5.65% | 2.68% | 18,642,684 | -6,677,949 | -26.37% | 761,740,068 | Jun 30, 2024 |
| BLACKROCK INC. | 7.97% | 0.02% | 26,326,279 | -5,706,948 | -17.82% | 1,075,691,778 | Jun 30, 2024 |
| PRICE T ROWE ASSOCIATES INC /MD/ | 6.38% | 0.10% | 21,075,741 | -4,695,722 | -18.22% | 861,155,000 | Jun 30, 2024 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 1.50% | 0.06% | 4,943,718 | -4,559,997 | -47.98% | 202,000,317 | Jun 30, 2024 |
| WELLINGTON MANAGEMENT GROUP LLP | 1.62% | 0.04% | 5,352,195 | -2,028,241 | -27.48% | 218,690,689 | Jun 30, 2024 |
| LAZARD ASSET MANAGEMENT LLC | 0.00% | 0.00% | 3,137 | -1,136,143 | -99.72% | 127,000 | Jun 30, 2024 |
| VANGUARD GROUP INC | 11.01% | 0.03% | 36,359,684 | -1,074,992 | -2.87% | 1,485,656,688 | Jun 30, 2024 |
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -877,235 | -100.00% | - | Jun 30, 2024 |
| CONIFER MANAGEMENT, L.L.C. | 1.82% | 30.06% | 6,000,000 | -854,000 | -12.46% | 245,160,000 | Jun 30, 2024 |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | 0.20% | 0.10% | 660,543 | -797,155 | -54.69% | 26,989,787 | Jun 30, 2024 |
| STATE STREET CORP | 3.83% | 0.02% | 12,638,665 | -606,670 | -4.58% | 516,415,852,000 | Jun 30, 2024 |
| ENSIGN PEAK ADVISORS, INC | 0.45% | 0.11% | 1,482,169 | -571,944 | -27.84% | 60,561,426 | Jun 30, 2024 |
| FIRST TRUST ADVISORS LP | 1.99% | 0.27% | 6,574,101 | -556,237 | -7.80% | 268,617,766 | Jun 30, 2024 |
| INVESCO LTD. | 2.19% | 0.06% | 7,245,646 | -509,531 | -6.57% | 296,057,096 | Jun 30, 2024 |
| HSBC HOLDINGS PLC | 2.07% | 0.17% | 6,840,185 | -478,895 | -6.54% | 279,351,152 | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -418,380 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -394,851 | -100.00% | - | Jun 30, 2024 |
| DZ BANK AG DEUTSCHE ZENTRAL GENOSSENSCHAFTS BANK, FRANKFURT AM MAIN | 0.08% | 0.01% | 252,400 | -340,752 | -57.45% | 10,313,064 | Jun 30, 2024 |
| SCHONFELD STRATEGIC ADVISORS LLC | 0.04% | 0.03% | 115,863 | -310,869 | -72.85% | 4,734,160 | Jun 30, 2024 |
| NUVEEN ASSET MANAGEMENT, LLC | 0.75% | 0.03% | 2,466,532 | -265,370 | -9.71% | 100,782,497 | Jun 30, 2024 |
As of Jun 30 2024, Equitable's biggest institutional seller is PZENA INVESTMENT MANAGEMENT LLC. The company sold -6.68M shares of EQH, valued at $761.74M.
Institutional New positions
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| NORGES BANK | 4.67% | 0.09% | 15,434,509 | 15,434,509 | 100.00% | 630,654,038 | Jun 30, 2024 |
| ZURICH INSURANCE GROUP LTD/FI | 0.82% | 0.95% | 2,696,427 | 2,696,427 | 100.00% | 110,176,007 | Jun 30, 2024 |
| ALYESKA INVESTMENT GROUP, L.P. | 0.63% | 0.49% | 2,086,293 | 2,086,293 | 100.00% | 85,245,932 | Jun 30, 2024 |
| SAMLYN CAPITAL, LLC | 0.47% | 1.05% | 1,550,020 | 1,550,020 | 100.00% | 63,333,817 | Jun 30, 2024 |
| CAPITAL INTERNATIONAL INVESTORS | 0.36% | 0.01% | 1,192,271 | 1,192,271 | 100.00% | 48,716,193 | Jun 30, 2024 |
| ARTEMIS INVESTMENT MANAGEMENT LLP | 0.18% | 0.33% | 595,091 | 595,091 | 100.00% | 24,315,418 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY MANAGEMENT II, LLC | 0.17% | 0.94% | 556,743 | 556,743 | 100.00% | 22,748,519 | Jun 30, 2024 |
| T. ROWE PRICE INVESTMENT MANAGEMENT, INC. | 0.16% | 0.01% | 515,439 | 515,439 | 100.00% | 21,061,000 | Jun 30, 2024 |
| COREBRIDGE FINANCIAL, INC. | 0.12% | 0.09% | 390,860 | 390,860 | 100.00% | 15,970,540 | Jun 30, 2024 |
| HUDSON BAY CAPITAL MANAGEMENT LP | 0.11% | 0.07% | 350,000 | 350,000 | 100.00% | 14,301,000 | Jun 30, 2024 |
| LIGHTHOUSE INVESTMENT PARTNERS, LLC | 0.07% | 0.37% | 228,692 | 228,692 | 100.00% | 9,344,355 | Jun 30, 2024 |
| PICTON MAHONEY ASSET MANAGEMENT | 0.05% | 0.25% | 156,100 | 156,100 | 100.00% | 6,379,000 | Jun 30, 2024 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 0.04% | 0.01% | 130,000 | 130,000 | 100.00% | 5,311,800 | Jun 30, 2024 |
| JESSUP WEALTH MANAGEMENT, INC | 0.04% | 2.22% | 127,285 | 127,285 | 100.00% | 5,200,855 | Jun 30, 2024 |
| POINT72 EUROPE (LONDON) LLP | 0.04% | 0.43% | 126,900 | 126,900 | 100.00% | 5,185,134 | Jun 30, 2024 |
| EMPOWERED FUNDS, LLC | 0.03% | 0.08% | 110,354 | 110,354 | 100.00% | 4,509,065 | Jun 30, 2024 |
| FJARDE AP-FONDEN (THE FOURTH SWEDISH NATIONAL PENSIONFUND) | 0.03% | 0.04% | 92,897 | 92,897 | 100.00% | 3,796,000 | Jun 30, 2024 |
| OMERS ADMINISTRATION CORP | 0.03% | 0.04% | 91,988 | 91,988 | 100.00% | 3,758,630 | Jun 30, 2024 |
| JUMP FINANCIAL, LLC | 0.03% | 0.07% | 87,236 | 87,236 | 100.00% | 3,564,462 | Jun 30, 2024 |
| NATIXIS | 0.03% | 0.02% | 84,058 | 84,058 | 100.00% | 3,434,610 | Jun 30, 2024 |
| BAIN CAPITAL PUBLIC EQUITY, LP | 0.02% | 2.58% | 66,315 | 66,315 | 100.00% | 2,709,631 | Jun 30, 2024 |
| SCIENCAST MANAGEMENT LP | 0.02% | 0.83% | 58,301 | 58,301 | 100.00% | 2,382,179 | Jun 30, 2024 |
| MIRAE ASSET GLOBAL INVESTMENTS CO., LTD. | 0.02% | 0.01% | 51,205 | 51,205 | 100.00% | 2,074,315 | Jun 30, 2024 |
| LA BANQUE POSTALE ASSET MANAGEMENT SA | 0.01% | 0.08% | 48,701 | 48,701 | 100.00% | 1,989,923 | Jun 30, 2024 |
| FOX RUN MANAGEMENT, L.L.C. | 0.01% | 0.33% | 42,741 | 42,741 | 100.00% | 1,746,397 | Jun 30, 2024 |
| NEW YORK LIFE INVESTMENT MANAGEMENT LLC | 0.01% | 0.02% | 41,909 | 41,909 | 100.00% | 1,712,402 | Jun 30, 2024 |
| AXA S.A. | 0.01% | 0.00% | 39,354 | 39,354 | 100.00% | 1,608,004 | Jun 30, 2024 |
| MAGNETAR FINANCIAL LLC | 0.01% | 0.03% | 37,004 | 37,004 | 100.00% | 1,511,983 | Jun 30, 2024 |
| DONOGHUE FORLINES LLC | 0.01% | 0.42% | 36,470 | 36,470 | 100.00% | 1,490,164 | Jun 30, 2024 |
| STRS OHIO | 0.01% | 0.01% | 35,964 | 35,964 | 100.00% | 1,469,489,000 | Jun 30, 2024 |
| CLEARSTEAD ADVISORS, LLC | 0.01% | 0.02% | 28,172 | 28,172 | 100.00% | 1,151,103 | Jun 30, 2024 |
| MOORE CAPITAL MANAGEMENT, LP | 0.01% | 0.02% | 26,751 | 26,751 | 100.00% | 1,093,046 | Jun 30, 2024 |
| STEAMBOAT CAPITAL PARTNERS, LLC | 0.01% | 0.37% | 24,972 | 24,972 | 100.00% | 1,020,356 | Jun 30, 2024 |
| MBB PUBLIC MARKETS I LLC | 0.01% | 0.02% | 23,600 | 23,600 | 100.00% | 964,296 | Jun 30, 2024 |
| CAMBRIDGE INVESTMENT RESEARCH ADVISORS, INC. | 0.01% | 0.00% | 23,508 | 23,508 | 100.00% | 961,000 | Jun 30, 2024 |
| FRIEDENTHAL FINANCIAL | 0.01% | 0.52% | 20,344 | 20,344 | 100.00% | 831,256 | Jun 30, 2024 |
| NATIXIS ADVISORS, L.P. | 0.01% | 0.00% | 18,887 | 18,887 | 100.00% | 772,000 | Jun 30, 2024 |
| QTRON INVESTMENTS LLC | 0.00% | 0.08% | 14,357 | 14,357 | 100.00% | 586,627 | Jun 30, 2024 |
| INCEPTIONR LLC | 0.00% | 0.15% | 13,014 | 13,014 | 100.00% | 531,752 | Jun 30, 2024 |
| POINT72 ASIA (SINGAPORE) PTE. LTD. | 0.00% | 0.10% | 12,199 | 12,199 | 100.00% | 498,446 | Jun 30, 2024 |
| ATLAS CAPITAL ADVISORS LLC | 0.00% | 0.05% | 10,220 | 10,220 | 100.00% | 417,589 | Jun 30, 2024 |
| PEARL RIVER CAPITAL, LLC | 0.00% | 0.07% | 10,211 | 10,211 | 100.00% | 417,221 | Jun 30, 2024 |
| FIFTH THIRD WEALTH ADVISORS LLC | 0.00% | 0.03% | 9,561 | 9,561 | 100.00% | 390,662 | Jun 30, 2024 |
| CAMBRIA INVESTMENT MANAGEMENT, L.P. | 0.00% | 0.02% | 9,257 | 9,257 | 100.00% | 378,241 | Jun 30, 2024 |
| FIDUCIARY FINANCIAL GROUP, LLC | 0.00% | 0.09% | 9,032 | 9,032 | 100.00% | 390,092 | Jun 30, 2024 |
| DIVERSIFIED TRUST CO | 0.00% | 0.01% | 8,034 | 8,034 | 100.00% | 328,269 | Jun 30, 2024 |
| SYMMETRY INVESTMENTS LP | 0.00% | 0.03% | 7,564 | 7,564 | 100.00% | 309,000 | Jun 30, 2024 |
| RAFFERTY ASSET MANAGEMENT, LLC | 0.00% | 0.00% | 7,535 | 7,535 | 100.00% | 307,880 | Jun 30, 2024 |
| OVERSEA-CHINESE BANKING CORP LTD | 0.00% | 0.01% | 7,246 | 7,246 | 100.00% | 296,072 | Jun 30, 2024 |
| ORION PORTFOLIO SOLUTIONS, LLC | 0.00% | 0.00% | 7,018 | 7,018 | 100.00% | 286,760 | Jun 30, 2024 |
| CHOREO, LLC | 0.00% | 0.00% | 6,567 | 6,567 | 100.00% | 268,037 | Jun 30, 2024 |
| ATOMI FINANCIAL GROUP, INC. | 0.00% | 0.02% | 6,563 | 6,563 | 100.00% | 268,164 | Jun 30, 2024 |
| GROUP ONE TRADING, L.P. | 0.00% | 0.00% | 5,979 | 5,979 | 100.00% | 244,302,000 | Jun 30, 2024 |
| AVIDIAN WEALTH SOLUTIONS, LLC | 0.00% | 0.01% | 5,929 | 5,929 | 100.00% | 242,277 | Jun 30, 2024 |
| SEEDS INVESTOR LLC | 0.00% | 0.12% | 5,755 | 5,755 | 100.00% | 235,155 | Jun 30, 2024 |
| CAXTON ASSOCIATES LP | 0.00% | 0.01% | 5,628 | 5,628 | 100.00% | 229,960 | Jun 30, 2024 |
| ENTROPY TECHNOLOGIES, LP | 0.00% | 0.02% | 5,534 | 5,534 | 100.00% | 226,119 | Jun 30, 2024 |
| BLAIR WILLIAM & CO/IL | 0.00% | 0.00% | 5,170 | 5,170 | 100.00% | 211,249 | Jun 30, 2024 |
| 0.00% | 0.00% | 3,900 | 3,900 | 100.00% | 159,352 | Jun 30, 2024 | |
| CSS LLC/IL | 0.00% | 0.00% | 1,600 | 1,600 | 100.00% | 65,376 | Jun 30, 2024 |
| SRS CAPITAL ADVISORS, INC. | 0.00% | 0.01% | 1,458 | 1,458 | 100.00% | 59,574 | Jun 30, 2024 |
| INTERVAL PARTNERS, LP | 0.00% | 0.09% | 1,064 | 1,064 | 100.00% | 4,347,504 | Jun 30, 2024 |
| MIZUHO BANK, LTD. | 0.00% | 0.01% | 700 | 700 | 100.00% | 28,602 | Jun 30, 2024 |
| INNEALTA CAPITAL, LLC | 0.00% | 0.01% | 575 | 575 | 100.00% | 23,494 | Jun 30, 2024 |
| SPIRE WEALTH MANAGEMENT | 0.00% | 0.00% | 384 | 384 | 100.00% | 10,437 | Jun 30, 2024 |
| SYSTM WEALTH SOLUTIONS LLC | 0.00% | 0.00% | 226 | 226 | 100.00% | 9,235 | Jun 30, 2024 |
| REDWOOD WEALTH MANAGEMENT GROUP, LLC | 0.00% | 0.01% | 210 | 210 | 100.00% | 8,581 | Jun 30, 2024 |
| MEEDER ASSET MANAGEMENT INC | 0.00% | 0.00% | 207 | 207 | 100.00% | 8,458 | Jun 30, 2024 |
| IAG WEALTH PARTNERS, LLC | - | 0.00% | 144 | 144 | 100.00% | 5,883 | Jun 30, 2024 |
| PRIVATE OCEAN, LLC | - | 0.00% | 94 | 94 | 100.00% | 3,841 | Jun 30, 2024 |
| SOUTHSTATE CORP | - | 0.00% | 93 | 93 | 100.00% | 3,800 | Jun 30, 2024 |
| FAMILY FIRM, INC. | - | 0.00% | 32 | 32 | 100.00% | 1,308 | Jun 30, 2024 |
| OPAL WEALTH ADVISORS, LLC | - | 0.00% | 32 | 32 | 100.00% | 1,308 | Jun 30, 2024 |
| TWIN TREE MANAGEMENT, LP | - | - | 20 | 20 | 100.00% | 817 | Jun 30, 2024 |
| RIGGS ASSET MANAGMENT CO. INC. | - | 0.00% | 12 | 12 | 100.00% | 491 | Jun 30, 2024 |
| OPTIVER HOLDING B.V. | - | - | 7 | 7 | 100.00% | 286 | Jun 30, 2024 |
| LARSON FINANCIAL GROUP LLC | - | - | 7 | 7 | 100.00% | 286 | Jun 30, 2024 |
Equitable's largest new institutional shareholder by number of shares is NORGES BANK, purchased 15.43M shares, valued at $630.65M, as of undefined.
Institutional Sold Out
| Name | % Total Shares | % Total Assets | Current Shares | Change Amount | Change % | Market Value | Date |
|---|---|---|---|---|---|---|---|
| SCHRODER INVESTMENT MANAGEMENT GROUP | - | - | - | -877,235 | -100.00% | - | Jun 30, 2024 |
| AMERICAN INTERNATIONAL GROUP, INC. | - | - | - | -418,380 | -100.00% | - | Jun 30, 2024 |
| WINTON GROUP LTD | - | - | - | -394,851 | -100.00% | - | Jun 30, 2024 |
| QUBE RESEARCH & TECHNOLOGIES LTD | - | - | - | -225,271 | -100.00% | - | Jun 30, 2024 |
| HOHIMER WEALTH MANAGEMENT, LLC | - | - | - | -95,521 | -100.00% | - | Jun 30, 2024 |
| RENAISSANCE TECHNOLOGIES LLC | - | - | - | -68,200 | -100.00% | - | Jun 30, 2024 |
| LECAP ASSET MANAGEMENT LTD | - | - | - | -64,301 | -100.00% | - | Jun 30, 2024 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | - | - | - | -63,440 | -100.00% | - | Jun 30, 2024 |
| UBS GROUP AG | - | - | - | -61,000 | -100.00% | - | Jun 30, 2024 |
| GREENWICH INVESTMENT MANAGEMENT, INC. | - | - | - | -57,738 | -100.00% | - | Jun 30, 2024 |
| BAYESIAN CAPITAL MANAGEMENT, LP | - | - | - | -34,200 | -100.00% | - | Jun 30, 2024 |
| MACKENZIE FINANCIAL CORP | - | - | - | -30,736 | -100.00% | - | Jun 30, 2024 |
| CAMPBELL & CO INVESTMENT ADVISER LLC | - | - | - | -28,201 | -100.00% | - | Jun 30, 2024 |
| SQUAREPOINT OPS LLC | - | - | - | -26,220 | -100.00% | - | Jun 30, 2024 |
| FULTON BANK, N.A. | - | - | - | -22,112 | -100.00% | - | Jun 30, 2024 |
| MEIJI YASUDA LIFE INSURANCE CO | - | - | - | -21,490 | -100.00% | - | Jun 30, 2024 |
| ACHMEA INVESTMENT MANAGEMENT B.V. | - | - | - | -20,983 | -100.00% | - | Jun 30, 2024 |
| BRIDGEFRONT CAPITAL, LLC | - | - | - | -18,840 | -100.00% | - | Jun 30, 2024 |
| TWINBEECH CAPITAL LP | - | - | - | -17,914 | -100.00% | - | Jun 30, 2024 |
| AQUATIC CAPITAL MANAGEMENT LLC | - | - | - | -17,500 | -100.00% | - | Jun 30, 2024 |
| GSA CAPITAL PARTNERS LLP | - | - | - | -14,253 | -100.00% | - | Jun 30, 2024 |
| WOLVERINE TRADING, LLC | - | - | - | -9,500 | -100.00% | - | Jun 30, 2024 |
| TEZA CAPITAL MANAGEMENT LLC | - | - | - | -6,810 | -100.00% | - | Jun 30, 2024 |
| SAVANT CAPITAL, LLC | - | - | - | -6,269 | -100.00% | - | Jun 30, 2024 |
| WALLEYE CAPITAL LLC | - | - | - | -6,147 | -100.00% | - | Jun 30, 2024 |
| LOMBARD ODIER ASSET MANAGEMENT (SWITZERLAND) SA | - | - | - | -6,144 | -100.00% | - | Jun 30, 2024 |
| PETRUS TRUST COMPANY, LTA | - | - | - | -5,624 | -100.00% | - | Jun 30, 2024 |
| NORDEN GROUP LLC | - | - | - | -5,580 | -100.00% | - | Jun 30, 2024 |
| PARADIGM ASSET MANAGEMENT CO LLC | - | - | - | -5,400 | -100.00% | - | Jun 30, 2024 |
| SUMMIT GLOBAL INVESTMENTS | - | - | - | -5,356 | -100.00% | - | Jun 30, 2024 |
| BI ASSET MANAGEMENT FONDSMAEGLERSELSKAB A/S | - | - | - | -1,589 | -100.00% | - | Jun 30, 2024 |
| NVERSES CAPITAL, LLC | - | - | - | -1,300 | -100.00% | - | Jun 30, 2024 |
| NEW COVENANT TRUST COMPANY, N.A. | - | - | - | -744 | -100.00% | - | Jun 30, 2024 |
| NEWEDGE ADVISORS, LLC | - | - | - | -327 | -100.00% | - | Jun 30, 2024 |
| NELSON, VAN DENBURG & CAMPBELL WEALTH MANAGEMENT GROUP, LLC | - | - | - | -305 | -100.00% | - | Jun 30, 2024 |
| PISCATAQUA SAVINGS BANK | - | - | - | -206 | -100.00% | - | Jun 30, 2024 |
| EXCHANGE TRADED CONCEPTS, LLC | - | - | - | -169 | -100.00% | - | Jun 30, 2024 |
| ICA GROUP WEALTH MANAGEMENT, LLC | - | - | - | -106 | -100.00% | - | Jun 30, 2024 |
| COASTAL INVESTMENT ADVISORS, INC. | - | - | - | -100 | -100.00% | - | Jun 30, 2024 |
| HEADLANDS TECHNOLOGIES LLC | - | - | - | -72 | -100.00% | - | Jun 30, 2024 |
| AVION WEALTH | - | - | - | -19 | -100.00% | - | Jun 30, 2024 |
| FINANCIAL GRAVITY ASSET MANAGEMENT, INC. | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| WR WEALTH PLANNERS, LLC | - | - | - | -15 | -100.00% | - | Jun 30, 2024 |
| TFO-TDC, LLC | - | - | - | -14 | -100.00% | - | Jun 30, 2024 |
| JOHNSON FINANCIAL GROUP, INC. | - | - | - | -7 | -100.00% | - | Jun 30, 2024 |
| - | - | - | -1 | -100.00% | - | Jun 30, 2024 |
Equitable's largest sold out institutional shareholder by shares sold is SCHRODER INVESTMENT MANAGEMENT GROUP, sold -0.88M shares, valued at -, as of undefined.
Equitable Mutual Fund Holders
| Name | % Total Assets | Total Shares | Change Amount | Change % | Date |
|---|---|---|---|---|---|
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 45.03% | 10,377,000 | - | - | Jan 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 9.53% | 40,468,000 | - | - | Mar 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 6.63% | 3,460,000 | - | - | Mar 31, 2024 |
| AGF Investments Trust | 3.01% | -56,826 | - | - | Mar 31, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 2.66% | 2,807,732 | - | - | Jan 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS 16 | 2.36% | 623,000 | - | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 2.30% | 1,200,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Value Fund, Inc. | 2.05% | 10,549,312 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 1.90% | 8,045,000 | -510,000 | -5.96% | Mar 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.81% | 1,217,566 | - | - | Mar 28, 2024 |
| Clough Global Equity Fund | 1.75% | 108,200 | - | - | Jan 31, 2024 |
| BLACKROCK LARGE CAP FOCUS VALUE FUND, INC. | 1.74% | 1,167,075 | - | - | Mar 28, 2024 |
| MFS SERIES TRUST VII | 1.66% | 268,111 | -40,339 | -13.08% | Jan 31, 2024 |
| JOHN HANCOCK CAPITAL SERIES | 1.58% | 1,663,342 | -54,394 | -3.17% | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND VI | 1.23% | 6,794,553 | 740,786 | 12.24% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 1.21% | 1,000,000 | - | - | Dec 31, 2023 |
| MFS SERIES TRUST XI | 1.10% | 5,262,637 | -66,569 | -1.25% | Mar 31, 2024 |
| T. Rowe Price Equity Income Fund, Inc. | 1.09% | 4,630,689 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.98% | 1,605,000 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.96% | 220,600 | - | - | Jan 31, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.96% | 405,012 | - | - | Jan 31, 2024 |
| BlackRock Enhanced Equity Dividend Trust | 0.94% | 725,482 | - | - | Mar 31, 2024 |
| Transparent Value Trust | 0.94% | 15,036 | - | - | Dec 31, 2023 |
| Voya VARIABLE FUNDS | 0.92% | 792,341 | - | - | Mar 31, 2024 |
| Voya VARIABLE PRODUCTS TRUST | 0.89% | 318,218 | - | - | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.88% | 725,000 | - | - | Dec 31, 2023 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.85% | 11,448,244 | - | - | Jan 31, 2024 |
| AMG Funds II | 0.84% | 375,000 | - | - | Mar 28, 2024 |
| Invesco Management Trust | 0.77% | 14,500,000 | - | - | Feb 29, 2024 |
| JOHN HANCOCK INVESTMENT TRUST II | 0.74% | 312,351 | - | - | Jan 31, 2024 |
| Keeley Funds, Inc. | 0.71% | 180,863 | - | - | Dec 29, 2023 |
| PFM Multi-Manager Series Trust | 0.70% | 575,000 | - | - | Dec 31, 2023 |
| Vanguard Montgomery Funds | 0.70% | 166,013 | - | - | Mar 31, 2024 |
| LORD ABBETT MID CAP STOCK FUND INC | 0.69% | 187,090 | - | - | Mar 31, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.67% | 3,955,000 | - | - | Feb 29, 2024 |
| SPDR S&P MIDCAP 400 ETF TRUST | 0.65% | 2,565,388 | -14,062 | -0.55% | Mar 28, 2024 |
| DELAWARE GROUP EQUITY FUNDS IV | 0.62% | 720,000 | - | - | Mar 28, 2024 |
| BLACKROCK EQUITY DIVIDEND FUND | 0.61% | 7,114,596 | - | - | Jan 31, 2024 |
| Invesco Management Trust | 0.61% | 11,429,000 | - | - | Feb 29, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.58% | 300,000 | - | - | Jun 30, 2023 |
| T. Rowe Price Financial Services Fund, Inc. | 0.51% | 409,950 | -19,800 | -4.61% | Mar 31, 2024 |
| Clough Global Opportunities Fund | 0.49% | 195,900 | - | - | Jan 31, 2024 |
| Clough Global Dividend & Income Fund | 0.49% | 51,400 | - | - | Jan 31, 2024 |
| MORGAN STANLEY VARIABLE INVESTMENT SERIES | 0.48% | 250,000 | - | - | Jun 30, 2023 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.46% | 720,000 | - | - | Feb 29, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.46% | 371,413 | - | - | Dec 31, 2023 |
| BNY MELLON MIDCAP INDEX FUND, INC. | 0.46% | 196,748 | 196,748 | - | Jan 31, 2024 |
| VANGUARD VALLEY FORGE FUNDS | 0.45% | 236,865 | - | - | Mar 31, 2024 |
| LIBERTY ALL STAR EQUITY FUND | 0.41% | 331,351 | - | - | Dec 31, 2023 |
| Natixis ETF Trust | 0.39% | 80,000 | - | - | Mar 31, 2024 |
| AIM EQUITY FUNDS (INVESCO EQUITY FUNDS) | 0.39% | 5,190,610 | -1,517,255 | -22.62% | Jan 31, 2024 |
| Clough Funds Trust | 0.38% | 15,900 | - | - | Jan 31, 2023 |
| Nuveen Core Equity Alpha Fund | 0.38% | 27,100 | - | - | Mar 31, 2024 |
| Community Capital Trust | 0.37% | 13,949,000 | - | - | Feb 29, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.36% | 437,387 | -22,310 | -4.85% | Jan 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.35% | 433,677 | - | - | Mar 31, 2024 |
| Ultimus Managers Trust | 0.34% | 3,964,000 | - | - | Feb 29, 2024 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.30% | 1,785,000 | - | - | Feb 29, 2024 |
| VANGUARD WINDSOR FUNDS | 0.30% | 11,493,572 | -3,925,806 | -25.46% | Jan 31, 2024 |
| BLACKROCK MID-CAP VALUE SERIES, INC. | 0.30% | 363,603 | - | - | Jan 31, 2024 |
| VANGUARD WINDSOR FUNDS | 0.29% | 11,095,936 | - | - | Jan 31, 2024 |
| BlackRock Enhanced Equity Dividend Trust | 0.29% | 221,475 | -5,971 | -2.63% | Mar 31, 2024 |
| Keeley Funds, Inc. | 0.29% | 73,380 | -6,330 | -7.94% | Dec 29, 2023 |
| SCHRODER SERIES TRUST | 0.27% | 221,000 | - | - | Oct 31, 2021 |
| T. Rowe Price Financial Services Fund, Inc. | 0.27% | 220,009 | - | - | Mar 31, 2024 |
| PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 | 0.27% | 61,100 | - | - | Jan 31, 2024 |
| FIRST TRUST EXCHANGE-TRADED ALPHADEX FUND | 0.26% | 1,021,878 | - | - | Jan 31, 2024 |
| T. Rowe Price U.S. Equity Research Fund, Inc. | 0.26% | 323,863 | -119,460 | -26.95% | Mar 31, 2024 |
| T. Rowe Price Multi-Sector Account Portfolios, Inc. | 0.25% | 400,000 | - | - | Feb 29, 2024 |
| FIRST TRUST EXCHANGE-TRADED FUND | 0.25% | 2,512,895 | - | - | Mar 31, 2024 |
| SCHRODER SERIES TRUST | 0.25% | 203,000 | -67,000 | -24.81% | Oct 31, 2021 |
| T. Rowe Price Corporate Income Fund, Inc. | 0.25% | 1,460,000 | - | - | Feb 29, 2024 |
| Securian Funds Trust | 0.24% | 2,450,000 | - | - | Mar 31, 2024 |
| T. Rowe Price New Income Fund, Inc. | 0.23% | 41,322,000 | 3,390,000 | 8.94% | Feb 29, 2024 |
| Securian Funds Trust | 0.22% | 2,270,000 | - | - | Mar 31, 2024 |
| T. Rowe Price Equity Series, Inc. | 0.21% | 346,131 | -25,100 | -6.76% | Mar 31, 2024 |
| VALUE LINE ASSET ALLOCATION FUND INC | 0.20% | 800,000 | - | - | Mar 31, 2024 |
| BLACKROCK EQUITY DIVIDEND FUND | 0.20% | 2,330,301 | -118,400 | -4.84% | Jan 31, 2024 |
| T. Rowe Price Spectrum Funds II, Inc. | 0.19% | 2,745,000 | 195,000 | 7.65% | Feb 29, 2024 |
| ANCHOR SERIES TRUST | 0.19% | 5,985,000 | - | - | Sep 30, 2021 |
| Nuveen S&P 500 Dynamic Overwrite Fund | 0.19% | 5,499 | - | - | Mar 31, 2024 |
| Federated Hermes Index Trust | 0.18% | 41,576 | 41,576 | - | Jan 31, 2024 |
| Vanguard Montgomery Funds | 0.17% | 41,624 | -82,862 | -66.56% | Mar 31, 2024 |
| PFM Multi-Manager Series Trust | 0.17% | 138,000 | - | - | Dec 31, 2023 |
| AMERICAN PENSION INVESTORS TRUST | 0.16% | 1,000,000 | - | - | Jan 31, 2024 |
| NEW COVENANT FUNDS | 0.15% | 673,000 | - | - | Dec 31, 2023 |
| VANGUARD ADMIRAL FUNDS | 0.15% | 647,889 | 647,889 | - | Feb 29, 2024 |
| COMMERCE FUNDS | 0.15% | 3,000,000 | - | - | Jan 31, 2024 |
| Securian Funds Trust | 0.15% | 1,500,000 | - | - | Mar 31, 2024 |
| VANGUARD FENWAY FUNDS | 0.13% | 3,183,146 | - | - | Mar 31, 2024 |
| T. Rowe Price Fixed Income Series, Inc. | 0.12% | 255,000 | - | - | Mar 31, 2024 |
| SCHRODER SERIES TRUST | 0.12% | 100,000 | -144,000 | -59.02% | Oct 31, 2021 |
| VALUE LINE FUNDS VARIABLE TRUST | 0.12% | 100,000 | - | - | Mar 31, 2022 |
| LoCorr Investment Trust | 0.12% | 3,140,000 | 415,000 | 15.23% | Mar 31, 2024 |
| FIDELITY CAPITAL TRUST | 0.12% | 1,338,757 | - | - | Jan 31, 2024 |
| VANGUARD HORIZON FUNDS | 0.11% | 2,699,107 | -201,725 | -6.95% | Mar 31, 2024 |
| T. Rowe Price Equity Funds, Inc. | 0.11% | 1,239,144 | -94,428 | -7.08% | Mar 31, 2024 |
| Principal Exchange-Traded Funds | 0.11% | 1,364,000 | - | - | Mar 31, 2024 |
| JOHN HANCOCK FINANCIAL OPPORTUNITIES FUND | 0.11% | 145,837 | - | - | Mar 31, 2024 |
| ANCHOR SERIES TRUST | 0.11% | 3,405,000 | - | - | Sep 30, 2021 |
Equitable's largest mutual fund holder by % of total assets is "PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10", owning 10.38M shares, compromising 45.03% of its total assets.
Equitable Institutional Ownership Trends
Institutional Holdings Trend
| Date | Holdings | Change % |
|---|---|---|
| 30 Jun, 24 | 479 | 7.16% |
| 31 Mar, 24 | 447 | 5.67% |
| 31 Dec, 23 | 423 | 8.74% |
| 30 Sep, 23 | 389 | 2.91% |
| 30 Jun, 23 | 378 | -4.30% |
| 31 Mar, 23 | 395 | -4.82% |
| 31 Dec, 22 | 415 | 6.96% |
| 30 Sep, 22 | 388 | -1.52% |
| 30 Jun, 22 | 394 | -2.23% |
| 31 Mar, 22 | 403 | -0.49% |
| 31 Dec, 21 | 405 | 4.38% |
| 30 Sep, 21 | 388 | -0.26% |
| 30 Jun, 21 | 389 | 4.57% |
| 31 Mar, 21 | 372 | 3.05% |
| 31 Dec, 20 | 361 | 14.97% |
| 30 Sep, 20 | 314 | 0.64% |
| 30 Jun, 20 | 312 | 14.29% |
| 31 Mar, 20 | 273 | 911.11% |
| 31 Dec, 19 | 27 | 2600.00% |
| 30 Sep, 19 | 1 | - |
| 30 Jun, 19 | 1 | - |
| 31 Mar, 19 | 1 | - |
As of 30 Jun 24, 479 institutions are holding Equitable's shares, representing an increase of 7.16% compared to the previous quarter.
Shares Outstanding Trend
| Date | Shares Outstanding | Change % |
|---|---|---|
| 30 Jun, 24 | 305,865,105 | 3.09% |
| 31 Mar, 24 | 296,687,925 | -9.90% |
| 31 Dec, 23 | 329,294,135 | 5.78% |
| 30 Sep, 23 | 311,292,461 | -9.14% |
| 30 Jun, 23 | 342,592,555 | -2.46% |
| 31 Mar, 23 | 351,238,211 | -2.26% |
| 31 Dec, 22 | 359,365,416 | -1.80% |
| 30 Sep, 22 | 365,940,752 | -0.27% |
| 30 Jun, 22 | 366,915,066 | -1.76% |
| 31 Mar, 22 | 373,484,760 | -2.61% |
| 31 Dec, 21 | 383,497,640 | -3.67% |
| 30 Sep, 21 | 398,127,882 | -3.36% |
| 30 Jun, 21 | 411,954,040 | 0.56% |
| 31 Mar, 21 | 409,664,009 | 0.03% |
| 31 Dec, 20 | 409,522,343 | -1.81% |
| 30 Sep, 20 | 417,051,438 | -0.83% |
| 30 Jun, 20 | 420,529,699 | 0.83% |
| 31 Mar, 20 | 417,079,724 | 3491.76% |
| 31 Dec, 19 | 11,612,128 | 1172842.22% |
| 30 Sep, 19 | 990 | - |
| 30 Jun, 19 | 990 | - |
| 31 Mar, 19 | 990 | - |
Equitable (EQH) has 305.87M shares outstanding as of 30 Jun 24, up 3.09% compared to the previous quarter.
Institutional Ownership Trend
| Date | Ownership % | Change % |
|---|---|---|
| 30 Jun, 24 | 92.63% | 1.20% |
| 31 Mar, 24 | 87.99% | 0.98% |
| 31 Dec, 23 | 94.62% | 1.23% |
| 30 Sep, 23 | 87.64% | 0.98% |
| 30 Jun, 23 | 94.67% | 1.01% |
| 31 Mar, 23 | 97.05% | 1.02% |
| 31 Dec, 22 | 97.49% | 1.02% |
| 30 Sep, 22 | 97.71% | 1.04% |
| 30 Jun, 22 | 96.84% | 1.05% |
| 31 Mar, 22 | 96.11% | 1.14% |
| 31 Dec, 21 | 91.88% | 0.98% |
| 30 Sep, 21 | 96.80% | 1.03% |
| 30 Jun, 21 | 97.11% | 1.09% |
| 31 Mar, 21 | 94.35% | 1.14% |
| 31 Dec, 20 | 90.92% | 1.05% |
| 30 Sep, 20 | 93.20% | 1.07% |
| 30 Jun, 20 | 93.37% | 1.14% |
| 31 Mar, 20 | 90.47% | 1634.75% |
| 31 Dec, 19 | 2.35% | 5826690300.00% |
| 30 Sep, 19 | 0.00% | 500700.00% |
| 30 Jun, 19 | 0.00% | 527400.00% |
| 31 Mar, 19 | 0.00% | - |
As of 30 Jun 24, Equitable is held by 92.63% institutional shareholders, representing a 1.20% growth compared to 31 Mar 24.
Institutional Increased Positions Trend
| Date | Increased Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 239 | 21.94% |
| 31 Mar, 24 | 196 | -11.31% |
| 31 Dec, 23 | 221 | 24.16% |
| 30 Sep, 23 | 178 | 10.56% |
| 30 Jun, 23 | 161 | -13.44% |
| 31 Mar, 23 | 186 | -18.06% |
| 31 Dec, 22 | 227 | 14.65% |
| 30 Sep, 22 | 198 | -0.50% |
| 30 Jun, 22 | 199 | 2.05% |
| 31 Mar, 22 | 195 | 2.63% |
| 31 Dec, 21 | 190 | 7.34% |
| 30 Sep, 21 | 177 | -7.33% |
| 30 Jun, 21 | 191 | 22.44% |
| 31 Mar, 21 | 156 | -13.81% |
| 31 Dec, 20 | 181 | 19.08% |
| 30 Sep, 20 | 152 | -12.64% |
| 30 Jun, 20 | 174 | -32.03% |
| 31 Mar, 20 | 256 | 884.62% |
| 31 Dec, 19 | 26 | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | -100.00% |
| 31 Mar, 19 | 1 | - |
239 institutional shareholders have increased their position in EQH stock as of 30 Jun 24 compared to 196 in the previous quarter (a 21.94% increase).
Institutional Reduced Positions Trend
| Date | Reduced Positions | Change % |
|---|---|---|
| 30 Jun, 24 | 174 | -7.45% |
| 31 Mar, 24 | 188 | 27.03% |
| 31 Dec, 23 | 148 | 2.78% |
| 30 Sep, 23 | 144 | -12.73% |
| 30 Jun, 23 | 165 | 3.77% |
| 31 Mar, 23 | 159 | 19.55% |
| 31 Dec, 22 | 133 | -4.32% |
| 30 Sep, 22 | 139 | -6.08% |
| 30 Jun, 22 | 148 | -8.64% |
| 31 Mar, 22 | 162 | 5.88% |
| 31 Dec, 21 | 153 | 4.79% |
| 30 Sep, 21 | 146 | 2.82% |
| 30 Jun, 21 | 142 | -12.35% |
| 31 Mar, 21 | 162 | 14.08% |
| 31 Dec, 20 | 142 | 19.33% |
| 30 Sep, 20 | 119 | 14.42% |
| 30 Jun, 20 | 104 | 1385.71% |
| 31 Mar, 20 | 7 | - |
| 31 Dec, 19 | - | - |
| 30 Sep, 19 | - | - |
| 30 Jun, 19 | - | - |
| 31 Mar, 19 | - | - |
174 institutional shareholders have reduced their position in EQH stock as of 30 Jun 24 compared to 188 in the previous quarter (a -7.45% decrease).
All Institutional Ownership Trend Data
| Date | Holdings | Change % | Shares Outstanding | Change % | Ownership % | Change % | Increased Positions | Change % | Reduced Positions | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| 30 Jun, 24 | 479 | 7.16% | 305,865,105 | 3.09% | 92.63% | 1.20% | 239 | 21.94% | 174 | -7.45% |
| 31 Mar, 24 | 447 | 5.67% | 296,687,925 | -9.90% | 87.99% | 0.98% | 196 | -11.31% | 188 | 27.03% |
| 31 Dec, 23 | 423 | 8.74% | 329,294,135 | 5.78% | 94.62% | 1.23% | 221 | 24.16% | 148 | 2.78% |
| 30 Sep, 23 | 389 | 2.91% | 311,292,461 | -9.14% | 87.64% | 0.98% | 178 | 10.56% | 144 | -12.73% |
| 30 Jun, 23 | 378 | -4.30% | 342,592,555 | -2.46% | 94.67% | 1.01% | 161 | -13.44% | 165 | 3.77% |
| 31 Mar, 23 | 395 | -4.82% | 351,238,211 | -2.26% | 97.05% | 1.02% | 186 | -18.06% | 159 | 19.55% |
| 31 Dec, 22 | 415 | 6.96% | 359,365,416 | -1.80% | 97.49% | 1.02% | 227 | 14.65% | 133 | -4.32% |
| 30 Sep, 22 | 388 | -1.52% | 365,940,752 | -0.27% | 97.71% | 1.04% | 198 | -0.50% | 139 | -6.08% |
| 30 Jun, 22 | 394 | -2.23% | 366,915,066 | -1.76% | 96.84% | 1.05% | 199 | 2.05% | 148 | -8.64% |
| 31 Mar, 22 | 403 | -0.49% | 373,484,760 | -2.61% | 96.11% | 1.14% | 195 | 2.63% | 162 | 5.88% |
| 31 Dec, 21 | 405 | 4.38% | 383,497,640 | -3.67% | 91.88% | 0.98% | 190 | 7.34% | 153 | 4.79% |
| 30 Sep, 21 | 388 | -0.26% | 398,127,882 | -3.36% | 96.80% | 1.03% | 177 | -7.33% | 146 | 2.82% |
| 30 Jun, 21 | 389 | 4.57% | 411,954,040 | 0.56% | 97.11% | 1.09% | 191 | 22.44% | 142 | -12.35% |
| 31 Mar, 21 | 372 | 3.05% | 409,664,009 | 0.03% | 94.35% | 1.14% | 156 | -13.81% | 162 | 14.08% |
| 31 Dec, 20 | 361 | 14.97% | 409,522,343 | -1.81% | 90.92% | 1.05% | 181 | 19.08% | 142 | 19.33% |
| 30 Sep, 20 | 314 | 0.64% | 417,051,438 | -0.83% | 93.20% | 1.07% | 152 | -12.64% | 119 | 14.42% |
| 30 Jun, 20 | 312 | 14.29% | 420,529,699 | 0.83% | 93.37% | 1.14% | 174 | -32.03% | 104 | 1385.71% |
| 31 Mar, 20 | 273 | 911.11% | 417,079,724 | 3491.76% | 90.47% | 1634.75% | 256 | 884.62% | 7 | - |
| 31 Dec, 19 | 27 | 2600.00% | 11,612,128 | 1172842.22% | 2.35% | 5826690300.00% | 26 | - | - | - |
| 30 Sep, 19 | 1 | - | 990 | - | 0.00% | 500700.00% | - | - | - | - |
| 30 Jun, 19 | 1 | - | 990 | - | 0.00% | 527400.00% | - | -100.00% | - | - |
| 31 Mar, 19 | 1 | - | 990 | - | 0.00% | - | 1 | - | - | - |
Equitable Insider Shareholders Trades
Open Market Insider Trades
Open Market Insider Buys
| Date | Name | Relation | Role | Transaction | Buy/Sell | Shares | Price | Value | Shares Held | Source |
|---|
Insider Sells
All Insider Owners Trades
The last insider sell of Equitable's stock was made by HURD JEFFREY J on Jul 17 2024, selling 9,969 shares at $43.09 per share (valued at $429.59K).
Equitable Insider Ownership Trends
All Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | 7 | 1 | 700.00% |
| Q2 2024 | 19 | 15 | 126.67% |
| Q1 2024 | 28 | 37 | 75.68% |
| Q4 2023 | 10 | 9 | 111.11% |
| Q3 2023 | 7 | - | - |
| Q2 2023 | 15 | - | - |
| Q1 2023 | 21 | 23 | 91.30% |
| Q4 2022 | 9 | 6 | 150.00% |
| Q3 2022 | 13 | 17 | 76.47% |
| Q2 2022 | 19 | 15 | 126.67% |
| Q1 2022 | 27 | 38 | 71.05% |
| Q4 2021 | 12 | 15 | 80.00% |
| Q3 2021 | 10 | 12 | 83.33% |
| Q2 2021 | 15 | 3 | 500.00% |
| Q1 2021 | 32 | 42 | 76.19% |
| Q4 2020 | 13 | 3 | 433.33% |
| Q3 2020 | 13 | 1 | 1300.00% |
| Q2 2020 | 20 | 5 | 400.00% |
| Q1 2020 | 46 | 17 | 270.59% |
| Q4 2019 | 6 | 3 | 200.00% |
7 total buy trades, and 1 total sell trades (buy/sell ratio of 7.00%) were made by Equitable's insiders, as of Q3 2024.
Open Market Insider Trades Trend
| Date | Buy | Sell | Buy/Sell Ratio |
|---|---|---|---|
| Q3 2024 | - | 1 | - |
| Q2 2024 | - | 11 | - |
| Q1 2024 | - | 16 | - |
| Q4 2023 | - | 6 | - |
| Q3 2023 | - | - | - |
| Q2 2023 | - | - | - |
| Q1 2023 | 1 | 3 | 33.33% |
| Q4 2022 | - | 2 | - |
| Q3 2022 | - | 8 | - |
| Q2 2022 | - | 7 | - |
| Q1 2022 | - | 8 | - |
| Q4 2021 | - | 11 | - |
| Q3 2021 | - | 8 | - |
| Q2 2021 | - | - | - |
| Q1 2021 | - | 5 | - |
| Q4 2020 | - | 2 | - |
| Q3 2020 | - | - | - |
| Q2 2020 | - | - | - |
| Q1 2020 | 15 | - | - |
| Q4 2019 | - | 3 | - |
As of Q3 2024, Insider owners conducted 0 open market buy trades and 1 open market sell trades of Equitable's stocks.
EQH Ownership FAQ
Who Owns Equitable?
Equitable is owned by institutional shareholders (92.63%), insiders (0.47%), and public (6.89%). The largest institutional shareholder of Equitable is VANGUARD GROUP INC (11.01% of total shares) and the top mutual fund owner is PRUDENTIAL INVESTMENT PORTFOLIOS, INC. 10 (45.03% of total shares).
Who are the major institutional shareholders of Equitable?
Equitable's major institutional shareholders are VANGUARD GROUP INC, BLACKROCK INC., PRICE T ROWE ASSOCIATES INC /MD/, CANADA PENSION PLAN INVESTMENT BOARD, and PZENA INVESTMENT MANAGEMENT LLC. The top five shareholders own together 36.66% of the company's share outstanding.
How many Equitable shareholders are there?
As of Jun 2024, there are 479 institutional shareholders of Equitable.
What percentage of Equitable is owned by VANGUARD GROUP INC?
VANGUARD GROUP INC owns 36.36M shares of Equitable, representing 11.01% of the company's total shares outstanding, valued at $1.49B (as of Jun 2024).
What percentage of Equitable is owned by BLACKROCK INC?
As of Jun 2024, BLACKROCK INC holds 26.33M shares of Equitable (EQH), compromising 7.97% of the company, valued at $1.08B.
What percentage of Equitable is owned by PRICE T ROWE ASSOCIATES INC /MD/?
PRICE T ROWE ASSOCIATES INC /MD/ is the third largest holder of Equitable. The company owns 21.08M of the company's shares outstanding (worth $861.16M).