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 Mar 31, 2025
Ownership Breakdown
586
Institutional Holders
▲ 47 vs Q4
$17.81B
Total Inst. Value
▲ $3.62B vs Q4
281.52M
Shares Outstanding
freeFloat 99.40%
298.55M
13F Shares Held
▼ 2.31M vs Q4
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
Q1 2025 · SEC 13F
Showing top 10 holders
| Holder | Shares | % Owned | Weight | Value | Reported | Change |
|---|---|---|---|---|---|---|
VANGUARD GROUP INC insurance agents, brokers & service | 33.86M | 11.00% | 11.00% | $1.76T | May 9, 2025 | ▼ 1.78M |
BLACKROCK, INC. insurance agents, brokers & service | 30.26M | 9.83% | 9.83% | $1.58T | May 2, 2025 | ▲ 527.6K |
PRICE T ROWE ASSOCIATES INC /MD/ insurance agents, brokers & service | 19.71M | 6.40% | 6.40% | $1.03T | May 14, 2025 | ▼ 1.57M |
CANADA PENSION PLAN INVESTMENT BOARD insurance agents, brokers & service | 18.77M | 6.10% | 6.10% | $977.69B | May 15, 2025 | ▼ 263.0K |
STATE STREET CORP insurance agents, brokers & service | 12.85M | 4.17% | 4.17% | $669.17B | May 15, 2025 | ▼ 180.5K |
NORGES BANK insurance agents, brokers & service | 12.76M | 4.15% | 4.15% | $664.89B | May 11, 2026 | ▼ 1.40M |
WELLINGTON MANAGEMENT GROUP LLP insurance agents, brokers & service | 10.88M | 3.53% | 3.53% | $566.66B | May 13, 2025 | ▲ 2.06M |
INVESCO LTD. insurance agents, brokers & service | 6.95M | 2.26% | 2.26% | $362.07B | May 12, 2025 | ▼ 1.14M |
PZENA INVESTMENT MANAGEMENT LLC insurance agents, brokers & service | 5.90M | 1.92% | 1.92% | $307.45B | May 2, 2025 | ▼ 2.29M |
GEODE CAPITAL MANAGEMENT, LLC insurance agents, brokers & service | 5.88M | 1.91% | 1.91% | $305.50B | May 13, 2025 | ▲ 247.6K |
Data from SEC Form 13F filings. Ownership bar normalised to largest holder. Change flags: isNew / isSoldOut / changeInSharesNumber (FMP extract-analytics/holder).
Institutional Activity
Q1 2025 vs prior quarter
Q1 2025
22
Increased
+16.81M shares2
New Positions
first time holders25
Decreased
−17.61M shares0
Sold Out
fully exitedNet shares change (top 50)
797.8K
+16.81M / −17.61M
Net new holders
-1
2 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 33.86 million shares — equal to 11.00% of outstanding shares — as of March 31, 2025.
A total of 586 institutional investors currently hold EQH stock, with a combined institutional value of approximately $17.81 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 11.00% stake. Company insiders hold 0.60%. Data sourced from SEC Form 13F as of March 31, 2025.