MetaCap

Who Owns Equitable Stock?

NYSE: EQHFinanceSpecialty InsurersUSD

52.92-0.56 (-1.05%)

At close: Oct 9, 4:00 PM ET · Delayed 15 min

Ownership breakdown

Held by institutions
100.83%
Institutional holders
707
  • Institutions 99.4%
  • Insiders 0.6%
  • Public and other 0.0%

Who owns Equitable stock?

Institutional investors own about 100.8% of Equitable's shares, spread across 707 institutions that file 13F reports. That level of institutional ownership is high, typical of large, widely followed companies. Insiders, including executives, directors and large founding shareholders, hold 0.60% of EQH.

The largest institutional holders are Blackrock Inc. (9.48%), NORGES BANK (6.71%) and Price (T.Rowe) Associates Inc (6.66%). Together, the top 10 institutions control 49.0% of shares outstanding. In their latest filings, 5 of the top 10 institutions increased their EQH positions and 5 reduced them.

Summary generated from market data by MetaCap's automated system. Methodology

Top institutional holders of EQH

Equitable top institutional holders
InstitutionShares% HeldChange
Blackrock Inc.25.90M9.48%-5.2%
NORGES BANK18.33M6.71%+58.5%
Price (T.Rowe) Associates Inc18.19M6.66%+3.8%
Vanguard Portfolio Management LLC13.44M4.92%-8.1%
Vanguard Capital Management LLC12.70M4.65%+0.6%
Harris Associates L.P.9.49M3.48%+33495.5%
State Street Corporation9.39M3.44%-21.6%
Canada Pension Plan Investment Board9.11M3.34%-50.0%
Wellington Management Group, LLP8.78M3.22%+6.3%
Capital International Investors8.42M3.08%-19.3%

% held is the share of total shares outstanding. Change is the percentage change in the position since the holder's previous 13F filing.

Top mutual fund and ETF holders of EQH

Equitable top fund holders
FundShares% Held
iShares Trust-iShares Core S&P Mid-Cap ETF9.43M3.45%
VANGUARD INDEX FUNDS-Vanguard Total Stock Market Index Fund8.94M3.27%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Index Fund6.45M2.36%
T. ROWE PRICE Eqy. INCOME Fd., INC.-T. Rowe Price Eqy. Income Fd.5.11M1.87%
THORNBURG INVESTMENT TRUST-Thornburg Investment Income Builder Fund4.81M1.76%
HARRIS ASSOCIATES INVESTMENT TRUST-Oakmark Fund4.62M1.69%
VANGUARD INDEX FUNDS-Vanguard Small-Cap Value Index Fund4.09M1.50%
VANGUARD WINDSOR FUNDS-Vanguard Windsor Fund3.47M1.27%
VANGUARD WINDSOR FUNDS-Vanguard Windsor II Fund3.44M1.26%
VANGUARD INDEX FUNDS-Vanguard Extended Market Index Fund3.23M1.18%

Frequently asked questions

Who is the largest shareholder of Equitable?

Blackrock Inc. is the largest institutional shareholder of EQH, owning 9.48% of shares outstanding (25.90M shares) as of its latest 13F filing.

What percentage of Equitable is owned by institutions?

Institutions own about 100.8% of EQH shares and 101.4% of the public float.

How much of Equitable do insiders own?

Insiders, such as officers and directors, own about 0.60% of EQH shares outstanding.

Where does institutional ownership data come from?

Investment managers with more than $100 million in US equities must file Form 13F with the SEC within 45 days of each quarter-end. Holdings are therefore up to about 4.5 months old when published.

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