Equitable Ownership | Who Owns Equitable?

Overview Forecast RevenueFinancials Chart Transcripts

Equitable Ownership Summary

Equitable is owned by 88.21% institutional investors, 0.47% insiders, and 11.32% retail investors. Vanguard group is the largest institutional shareholder, holding 11.01% of EQH shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.20% of its assets in Equitable shares.

EQH Ownership Benchmark

Type	Name	% Inst	% Insiders	% Retail
Stock	Equitable	88.21%	0.47%	11.32%
Sector	Financial Services Stocks	49.66%	13.98%	36.36%
Industry	Diversified Insurance Stocks	56.91%	5.58%	37.51%

Institutional Shareholders

Top Institutional Shareholders by Total Shares

Holder	Shares	% Holding	Value
Vanguard group	36.36M	11.01%	$1.49B
Blackrock	26.33M	7.97%	$1.08B
Price t rowe associates inc /md/	21.08M	6.38%	$861.15M
Canada pension plan investment board	18.65M	5.65%	$762.16M
Pzena investment management	18.64M	5.65%	$761.74M
Norges bank	15.43M	4.67%	$630.65M
State street	12.64M	3.83%	$516.42M
Invesco	7.25M	2.19%	$296.06M
Geode capital management	6.91M	2.09%	$281.78M
Hsbc	6.84M	2.07%	$279.35M

Top Institutional Shareholders by % of Total Assets

Holder	Shares	% Assets	Value
Conifer management	6.00M	30.06%	$245.16M
Algebris (uk)	761.98K	9.35%	$29.06M
Bluemar capital management	72.94K	6.21%	$2.98M
Sessa capital im	5.00M	6.19%	$204.13M
Poplar forest capital	919.22K	5.24%	$37.56M
New vernon investment management	76.56K	4.06%	$3.13M
Hyperion capital advisors lp	206.06K	3.95%	$8.42M
Kempner capital management	159.37K	3.45%	$6.51M
Soapstone management	118.75K	3.24%	$4.85M
Thornburg investment management	5.27M	3.03%	$215.25M

Top Buyers

Holder	Shares	% Assets	Change
Norges bank	15.43M	0.09%	15.43M
Viking global investors lp	5.86M	0.92%	3.80M
Acadian asset management	3.17M	0.40%	3.16M
Alyeska investment group	2.09M	0.49%	2.09M
Goldman sachs group	3.39M	0.02%	1.97M

Top Sellers

Holder	Shares	% Assets	Change
Pzena investment management	18.64M	2.68%	-6.68M
Blackrock	26.33M	0.02%	-5.71M
Price t rowe associates inc /md/	21.08M	0.10%	-4.70M
Massachusetts financial services co /ma/	4.94M	0.06%	-4.56M
Zurich insurance group ltd/fi	-	-	-2.70M

New Positions

Holder	Shares	% Assets	Change	Value
Norges bank	15.43M	0.09%	15.43M	$630.65M
Alyeska investment group	2.09M	0.49%	2.09M	$85.25M
Samlyn capital	1.55M	1.05%	1.55M	$63.33M
Capital investors	1.19M	0.01%	1.19M	$48.72M
Artemis investment management llp	595.09K	0.33%	595.09K	$24.32M

Sold Out

Holder	Change
Abound wealth management	-1.00
Johnson financial group	-7.00
Rfp financial group	-10.00
Tfo-tdc	-14.00
Financial gravity asset management	-15.00

Institutional Ownership Trends

Date	Holdings	Change %	Shares	Change %	Ownership	Change %	Increased Position	Change %	Decreased Position	Change %
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%
Dec 31, 2023	423	8.74%	329,294,135	5.78%	94	1.23%	221	24.16%	148	2.78%
Sep 30, 2023	389	2.91%	311,292,461	-9.14%	87	0.98%	178	10.56%	144	-12.73%

Top Mutual Funds Shareholders

Holder	Shares	% Holding	Change
Vanguard Total Stock Mkt Idx Inv	10.11M	3.20%	-31.89K
iShares Core S&P Mid-Cap ETF	10.03M	3.18%	-
Vanguard Small Cap Index	8.02M	2.54%	15.70K
Vanguard Windsor Investor Shares	7.26M	2.29%	-47.18K
T. Rowe Price Equity Income	5.96M	1.88%	-82.59K
T. Rowe Price US Lg-Cp Equity Inc Comp	5.96M	1.88%	-127.59K
First Trust Rising Dividend Achiev ETF	5.73M	1.81%	2.78K
Vanguard Small Cap Value Index Inv	5.42M	1.72%	-1.87K
Thornburg Investment Income Builder Sep	5.23M	1.65%	-
Thornburg Investment Income Builder A	5.23M	1.65%	-

Recent Insider Transactions

Date	Name	Role	Activity	Value
Dec 16, 2024	HURD JEFFREY J	Chief Operating Officer	Sell	$315.36K
Dec 16, 2024	Pearson Mark	President and CEO	Sell	$946.13K
Dec 16, 2024	Pearson Mark	President and CEO	Sell	$473.07K
Nov 19, 2024	MacKay Craig C	-	Sell	$46.41K
Nov 15, 2024	Pearson Mark	President and CEO	Sell	$474.30K

Insider Transactions Trends

Date	Buy	Sell
2024 Q4	-	9
2024 Q3	-	6
2024 Q2	-	11
2024 Q1	-	16
2023 Q4	-	6

EQH Ownership FAQ

Who Owns Equitable?

Equitable shareholders are primarily institutional investors at 88.21%, followed by 0.47% insiders and 11.32% retail investors. The average institutional ownership in Equitable's industry, Diversified Insurance Stocks, is 56.91%, which Equitable exceeds.

Who owns the most shares of Equitable?

Equitable’s largest shareholders are Vanguard group (36.36M shares, 11.01%), Blackrock (26.33M shares, 7.97%), and Price t rowe associates inc /md/ (21.08M shares, 6.38%). Together, they hold 25.37% 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 30.06% of its assets in 6M Equitable shares, valued at 245.16M$.

Who is the top mutual fund holder of Equitable shares?

Vanguard Total Stock Mkt Idx Inv is the top mutual fund holder of Equitable shares, with 3.20% of its total shares outstanding invested in 10.11M Equitable shares.

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