Equitable Holdings EQH Institutional Ownership

NYSE EQH

$53.97 -0.05 (-0.09%)

At close: Sep 18, 2026 · 4:00 PM EDT

Institutions by Trading Activity

484 Institutions

Increased 215 44.4%

Unchanged 63 13.0%

Reduced 206 42.6%

Ownership Statistics

13F · as of 30 Jun, 2026

Institutional Ownership

96.17%

▲+13.53 pp QoQ

Shares Held by Institutions

267.63Mn

of 278.30Mn outstanding

▲+19.40% QoQ

Shares Outstanding

278.30Mn

10.67Mn held outside 13F filers

Institutional Investors

484

filed 13F for Jun 2026

▼-49 vs prior quarter

Net Shares Added (QoQ)

+43.49Mn

accumulated since last quarter

Value of Holdings

$14.44Bn

reported market value

Shares Owned by Institutions

Shares held % of outstanding

Latest —

Average ownership —

Peak ownership —

Shares Purchased/Sold by Institutions

Accumulated Distributed

Latest quarter —

Net over range —

Accumulating quarters —

Ownership Summary

Quarter ending 30 Jun, 2026

Equitable Holdings, Inc. (NYSE:EQH) has 484 institutional investors with active 13F positions as of June 2026.

These investors held 96.2% of outstanding shares in June 2026, up from 82.6% in March 2026.
Their total shares held in EQH increased 19.4% from the prior quarter, while the number of investors in Equitable Holdings decreased 16.98% year over year.
Among the 484 funds, 215 bought more Equitable Holdings shares, 206 sold down, and 63 held their ground.
Combined, these investors held 267.63Mn shares in EQH for June 2026, up by 43.49Mn shares quarter on quarter, and down 29.91Mn shares year over year.
BlackRock, Inc. leads ownership in EQH with 25.9Mn shares as of June 30, 2026, equal to 9.3% of outstanding shares.
The most significant purchases of EQH for the quarter ending June 2026 came from NORGES BANK (18.33Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (13.44Mn), VANGUARD CAPITAL MANAGEMENT LLC (12.7Mn), HARRIS ASSOCIATES L P (9.46Mn), VIKING GLOBAL INVESTORS LP (5.4Mn).
The biggest sellers of Equitable Holdings for the quarter ending June 2026 included CANADA PENSION PLAN INVESTMENT BOARD (9.11Mn), State Street Corp (2.59Mn), Diamond Hill Capital Management, LLC (Investment Advisor) (2.45Mn), Capital International Investors (2.01Mn), MILLENNIUM MANAGEMENT LLC (1.99Mn).
Per Business Quant, the top 10 investors in EQH for the quarter ending June 2026 include BlackRock, Inc. (25.9Mn), NORGES BANK (18.33Mn), PRICE T ROWE ASSOCIATES INC /MD/ (18.19Mn), VANGUARD PORTFOLIO MANAGEMENT LLC (13.44Mn), VANGUARD CAPITAL MANAGEMENT LLC (12.7Mn), HARRIS ASSOCIATES L P (9.49Mn), State Street Corp (9.39Mn), CANADA PENSION PLAN INVESTMENT BOARD (9.11Mn), WELLINGTON MANAGEMENT GROUP LLP (8.78Mn), Capital International Investors (8.42Mn).

Form 13F Holdings

483 Institutional Holders

Report period 30 Jun, 2026

Total shares held 267.63Mn

Of outstanding 96.17%

#	Institution	CIK	Shares Held	% of Outstanding	Change (QoQ)	Change (%)	Value (USD)
1	BlackRock, Inc.	0002012383	25,895,739	9.30%	▼1,426,021	-5.22%	$1.14Bn
2	NORGES BANK	0001374170	18,326,687	6.59%	▲18,326,687	0.00%	$804.18Mn
3	PRICE T ROWE ASSOCIATES INC /MD/	0000080255	18,186,798	6.53%	▲661,264	+3.77%	$798.04K
4	VANGUARD PORTFOLIO MANAGEMENT LLC	0002100121	13,443,991	4.83%	▲13,443,991	0.00%	$589.92Mn
5	VANGUARD CAPITAL MANAGEMENT LLC	0002100119	12,703,293	4.56%	▲12,703,293	0.00%	$557.42Mn
6	HARRIS ASSOCIATES L P	0000813917	9,489,037	3.41%	▲9,460,792	+33,495.46%	$416.38Mn
7	State Street Corp	0000093751	9,388,296	3.37%	▼2,592,879	-21.64%	$411.96Mn
8	CANADA PENSION PLAN INVESTMENT BOARD	0001283718	9,106,103	3.27%	▼9,112,531	-50.02%	$399.58Mn
9	WELLINGTON MANAGEMENT GROUP LLP	0000902219	8,784,986	3.16%	▲523,638	+6.34%	$385.49Mn
10	Capital International Investors	0001562230	8,415,039	3.02%	▼2,014,884	-19.32%	$369.25Mn
11	PZENA INVESTMENT MANAGEMENT LLC	0001027796	5,561,804	2.00%	▲1,097,457	+24.58%	$244.05Mn
12	GEODE CAPITAL MANAGEMENT, LLC	0001214717	5,440,336	1.95%	▼414,179	-7.07%	$238.78Mn
13	VIKING GLOBAL INVESTORS LP	0001103804	5,398,896	1.94%	▲5,398,896	0.00%	$236.90Mn
14	THORNBURG INVESTMENT MANAGEMENT INC	0001145020	5,142,337	1.85%	▲148,132	+2.97%	$225.65Mn
15	Bank Of Montreal /Can/	0000927971	4,841,762	1.74%	▼63,713	-1.30%	$212.46Mn
16	Diamond Hill Capital Management, LLC (Investment Advisor)	0001217541	4,743,519	1.70%	▼2,448,527	-34.04%	$208.15Mn
17	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	0000912938	4,234,561	1.52%	▲243,448	+6.10%	$186.95Mn
18	Conifer Management, L.L.C.	0001773994	4,200,000	1.51%	0	0.00%	$184.30Mn
19	DIMENSIONAL FUND ADVISORS LP	0000354204	3,865,401	1.39%	▲8,684	+0.23%	$169.62Mn
20	Castle Hook Partners LP	0001687241	3,599,539	1.29%	▲3,599,539	0.00%	$157.95Mn

Showing 1 to 20 of 483 holders