Equitable Holdings, Inc. (EQH) Institutional Ownership

Ownership Summary

According to SEC filings for the period ending December 2025, Equitable Holdings, Inc. (NYSE:EQH) is held by 521 institutional firms.

• These investors collectively held 93.3% of the company's total shares outstanding in December 2025, down from 99.8% in September 2025.
• The company experienced a 4.71% quarterly change in institutional shares held, alongside a decrease of 1.51% in total owners annually.
• Among the 521 institutional holders of Equitable Holdings, 219 added to their stakes while 240 trimmed their positions and 62 held steady.
• This class of investors increased its holdings in Equitable Holdings to 254.77Mn shares for the 13F-cycle ending December 2025, up by 11.47Mn shares quarter on quarter, and down 46.17Mn shares year over year.
• With 30.63Mn shares, VANGUARD GROUP INC commands the largest institutional position in Equitable Holdings as of December 31, 2025, equating to 11.22% of the company.
• Among the most significant buyers of Equitable Holdings during 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 (1.90Mn).
• Leading sellers of Equitable Holdings stock in December 2025 included WELLINGTON MANAGEMENT GROUP LLP (4.08Mn), BlackRock, Inc. (1.67Mn), VANGUARD GROUP INC (1.50Mn), ACADIAN ASSET MANAGEMENT LLC (1.43Mn), MORGAN STANLEY (765.71K).
• The top 10 institutional holders of Equitable Holdings for the quarter ending December 2025 included 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 (8.30Mn), GEODE CAPITAL MANAGEMENT, LLC (6.36Mn), THORNBURG INVESTMENT MANAGEMENT INC (4.89Mn), MASSACHUSETTS FINANCIAL SERVICES CO /MA/ (4.82Mn).