Equitable Holdings, Inc. (EQH) Institutional Ownership

Institutions by Trading Activity

Ownership Statistics

0Shares Outstanding

10,838,688Shares held by institutions

$386,399,227Value of institutional holdings

97.83%Institutional ownership %

4.73%Shares Changed QoQ

579No. of institutional investors

Shares Owned by Institutions

Shares Purchased/Sold by Institutions

Ownership Summary

Equitable Holdings, Inc. (NYSE:EQH) is held by 540 institutional investors per 13F filings through December 2025.

These investors collectively held 88.9% of Equitable Holdings's outstanding shares in December 2025, down from 93.1% in September 2025.
They increased total shares held in Equitable Holdings by 4.01% from the prior quarter, while the number of investors in EQH increased 1.89% year over year.
Among the 540 funds, 227 bought more Equitable Holdings shares, 250 sold down, and 63 held their ground.
The aggregate institutional position in Equitable Holdings amounted to 263.31Mn shares as of December 2025, up by 10.15Mn shares quarter on quarter, and down 47.05Mn shares year over year.
VANGUARD GROUP INC is the top holder of Equitable Holdings as of December 31, 2025, with 30.63Mn shares representing 10.34% of outstanding stock.
The largest buyers of Equitable Holdings for the quarter ending December 2025 were NORGES BANK (11.56Mn), Capital International Investors (2.53Mn), Bank Of Montreal /Can/ (2.39Mn), DIAMOND HILL CAPITAL MANAGEMENT INC (2.29Mn), Woodline Partners LP (1.9Mn).
The largest sellers of Equitable Holdings for the quarter ending December 2025 were WELLINGTON MANAGEMENT GROUP LLP (4.08Mn), Jpmorgan Chase & Co (1.84Mn), BlackRock, Inc. (1.67Mn), VANGUARD GROUP INC (1.5Mn), ACADIAN ASSET MANAGEMENT LLC (1.43Mn).
Per Business Quant data, the top 10 holders of Equitable Holdings for the quarter ending December 2025 are VANGUARD GROUP INC (30.63Mn), BlackRock, Inc. (27.32Mn), CANADA PENSION PLAN INVESTMENT BOARD (19.28Mn), Capital International Investors (13.55Mn), State Street Corp (12.23Mn), NORGES BANK (11.56Mn), WELLINGTON MANAGEMENT GROUP LLP (8.3Mn), GEODE CAPITAL MANAGEMENT, LLC (6.36Mn), THORNBURG INVESTMENT MANAGEMENT INC (4.89Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.82Mn).

540 Institutional Holders

10,838,688 Total Shares Held

Rows:

Download Data

Owner Name	Date	Change (QoQ)	Change (%)	Value (USD)
BlackRock, Inc.	31 Dec, 2025	-1,666,529	-5.75%	$0.00
VANGUARD GROUP INC	31 Dec, 2025	-1,495,785	-4.66%	$0.00
Conifer Management, L.L.C.	31 Dec, 2025	0	0.00%	$0.00
HSBC HOLDINGS PLC	31 Dec, 2025	763,025	85.82%	$0.00
CANADA PENSION PLAN INVESTMENT BOARD	31 Dec, 2025	1,775,936	10.14%	$0.00
ALGEBRIS (UK) LTD	31 Dec, 2025	1,875,418	263.23%	$0.00
Barclays Plc	31 Dec, 2025	-511,064	-49.41%	$0.00
Capital International Investors	31 Dec, 2025	2,532,791	23.00%	$0.00
Woodline Partners LP	31 Dec, 2025	1,904,440	0.00%	$0.00
Rockefeller Capital Management L.P.	31 Dec, 2025	75,658	87.24%	$0.00
State Street Corp	31 Dec, 2025	-37,362	-0.30%	$0.00
Nuveen, LLC	31 Dec, 2025	-128,718	-6.51%	$0.00
NORGES BANK	31 Dec, 2025	11,563,370	0.00%	$0.00
Allspring Global Investments Holdings, LLC	31 Dec, 2025	-711,277	-37.48%	$0.00
WELLINGTON MANAGEMENT GROUP LLP	31 Dec, 2025	-4,080,920	-32.95%	$0.00
PFA Pension, Forsikringsaktieselskab	31 Dec, 2025	1,023,485	0.00%	$0.00
GEODE CAPITAL MANAGEMENT, LLC	31 Dec, 2025	-25,616	-0.40%	$0.00
UBS Group AG	31 Dec, 2025	497,180	97.18%	$0.00
THORNBURG INVESTMENT MANAGEMENT INC	31 Dec, 2025	22,087	0.45%	$0.00
T. Rowe Price Investment Management, Inc.	31 Dec, 2025	412,395	84.48%	$0.00

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