Equitable Holdings, Inc.
Equitable Holdings, Inc. (EQH) Stock Ownership
Institutional vs insider vs public ownership from 13F and float data — top holders, activity, and insider trades below.
SEC 13F · FMP · EQH · as of Sep 30, 2024
Ownership Breakdown
510
Institutional Holders
▲ 15 vs Q2
$12.49B
Total Inst. Value
▼ $2.40M vs Q2
281.52M
Shares Outstanding
freeFloat 99.40%
297.21M
13F Shares Held
▼ 8.66M vs Q2
Institutional ownership = 13F shares ÷ total outstanding. Insider % = 100 − free float. Public % = free float − institution %. Data: FMP /symbol-positions-summary + /shares-float + SEC EDGAR.
Top Institutional Holders
EQH largest shareholders · institutional ownership
Q3 2024 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC insurance agents, brokers & service | 36.24M | 11.39% | 11.39% | $1.52T | Nov 13, 2024 | ▼ 115.4K |
BLACKROCK, INC. insurance agents, brokers & service | 30.95M | 9.73% | 9.73% | $1.30T | Nov 13, 2024 | NEW |
PRICE T ROWE ASSOCIATES INC /MD/ insurance agents, brokers & service | 20.74M | 6.52% | 6.52% | $871.82B | Nov 14, 2024 | ▼ 333.0K |
CANADA PENSION PLAN INVESTMENT BOARD insurance agents, brokers & service | 18.95M | 5.96% | 5.96% | $796.56B | Nov 14, 2024 | ▲ 299.3K |
PZENA INVESTMENT MANAGEMENT LLC insurance agents, brokers & service | 16.43M | 5.16% | 5.16% | $690.64B | Nov 8, 2024 | ▼ 2.21M |
NORGES BANK insurance agents, brokers & service | 14.73M | 4.63% | 4.63% | $619.12B | Nov 12, 2025 | ▼ 704.0K |
STATE STREET CORP insurance agents, brokers & service | 12.98M | 4.08% | 4.08% | $545.42B | Nov 14, 2024 | ▲ 338.2K |
INVESCO LTD. insurance agents, brokers & service | 7.73M | 2.43% | 2.43% | $325.06B | Nov 12, 2024 | ▲ 488.3K |
FIRST TRUST ADVISORS LP insurance agents, brokers & service | 7.47M | 2.35% | 2.35% | $313.76B | Nov 13, 2024 | ▲ 891.1K |
CONIFER MANAGEMENT, L.L.C. insurance agents, brokers & service | 6.00M | 1.89% | 1.89% | $252.18B | Nov 14, 2024 | — held |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q3 2024 vs prior quarter
Q3 2024
27
Increased
+9.75M shares1
New Positions
first time holders20
Decreased
−17.26M shares0
Sold Out
fully exitedNet shares change (top 50)
7.50M
+9.75M / −17.26M
Net new holders
+8
1 new / 0 exited
Based on top 50 institutional holders by position size. Fields: isNew, isSoldOut, changeInSharesNumber (FMP extract-analytics/holder, limit=50).
Insider Buying vs Selling
EQH insider trading · insider activity
Source: SEC Form 4
Insiders have been net buyers of shares recently. Selling may be driven by pre-scheduled Rule 10b5-1 plans rather than negative sentiment.
19
Buy transactions
26
Sell transactions
0.73
Buy/Sell ratio
$0M
Total disposed
Recent Insider Transactions
Showing 10 most recent · Common Stock only
| Name · Role | Date | Type | Shares | Price | Value | After Trans. | Filing |
|---|---|---|---|---|---|---|---|
SCOTT BERTRAM L director | Jun 4, 2026 | Sale | 2,470 | $41.08 | $101.5K | 27.9K | Form 4 ↗ |
Hondal Francis director | May 20, 2026 | Award | 4,400 | $42.05 | $185.0K | 30.3K | Form 4 ↗ |
Hondal Francis director | Dec 1, 2025 | Purchase | 103.777 | $46.86 | $4.9K | 25.9K | Form 4 ↗ |
Hondal Francis director | Aug 12, 2025 | Purchase | 91.59 | $52.82 | $4.8K | 25.8K | Form 4 ↗ |
Hondal Francis director | Jun 9, 2025 | Purchase | 88.074 | $54.66 | $4.8K | 25.7K | Form 4 ↗ |
Hondal Francis director | Mar 12, 2025 | Purchase | 85.282 | $49.94 | $4.3K | 25.6K | Form 4 ↗ |
Hondal Francis director | Dec 3, 2024 | Purchase | 88.536 | $47.86 | $4.2K | 25.6K | Form 4 ↗ |
Hondal Francis director | Aug 13, 2024 | Purchase | 109.089 | $38.60 | $4.2K | 25.5K | Form 4 ↗ |
Hondal Francis director | Jun 10, 2024 | Purchase | 103.725 | $40.36 | $4.2K | 25.4K | Form 4 ↗ |
Hondal Francis director | Mar 4, 2024 | Purchase | 112.009 | $34.04 | $3.8K | 25.3K | Form 4 ↗ |
Source: /insider-trading/search (FMP stable). Buy/Sell direction: acquisitionOrDisposition A=Buy, D=Sell. RSU vesting (M-Exempt) excluded from sentiment bar. All data from SEC EDGAR public filings.
About institutional & insider ownership
Equitable Holdings, Inc. (EQH) is primarily owned by institutional investors, who hold approximately 100.0% of total shares outstanding. Company insiders own approximately 0.60%, while retail and public investors account for the remaining 0.00%.
The largest institutional shareholder of Equitable Holdings, Inc. is VANGUARD GROUP INC, holding approximately 36.24 million shares — equal to 11.39% of outstanding shares — as of September 30, 2024.
A total of 510 institutional investors currently hold EQH stock, with a combined institutional value of approximately $12.49 billion as of the most recent 13F filing period.
Frequently asked questions
EQH ownershipEquitable Holdings, Inc. (EQH) is primarily owned by institutional investors, who hold approximately 100.0% of shares. The largest shareholder is VANGUARD GROUP INC with a 11.39% stake. Company insiders hold 0.60%. Data sourced from SEC Form 13F as of September 30, 2024.