DaveManuel.com · Institutional Ownership · Who Owns It
EQUITABLE HLDGS INC (EQH)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
487
Reporting holders
$11.7B
Reported value
97.2%
Of shares outstanding
0.0%
Calls
0.1%
Puts
-63
Holder change
Institutions report 265,486,837 shares against 273,035,157 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.1B | 25,895,739 | 0.02% | 8q | -5.2%-$62.6M |
| NORGES BANK | $804.2M | 18,326,687 | 0.08% | 24q | +58.5%+$296.8M |
| PRICE T ROWE ASSOCIATES INC /MD/ | $798.0M | 18,186,798 | 0.08% | 26q | +3.8%+$29.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $589.9M | 13,443,991 | 0.03% | 2q | -8.1%-$51.8M |
| VANGUARD CAPITAL MANAGEMENT LLC | $557.4M | 12,703,293 | 0.01% | 2q | +0.6%+$3.1M |
| HARRIS ASSOCIATES L P | $416.4M | 9,489,037 | 0.55% | 2q | +33495.5%+$415.1M |
| STATE STREET CORP | $412.0M | 9,388,296 | 0.01% | 26q | -21.6%-$113.8M |
| CANADA PENSION PLAN INVESTMENT BOARD | $399.6M | 9,106,103 | 0.22% | 26q | -50.0%-$399.9M |
| WELLINGTON MANAGEMENT GROUP LLP | $385.5M | 8,784,986 | 0.07% | 26q | +6.3%+$23.0M |
| Capital International Investors | $369.3M | 8,415,039 | 0.08% | 9q | -19.3%-$88.4M |
| PZENA INVESTMENT MANAGEMENT LLC | $244.1M | 5,561,804 | 0.72% | 26q | +24.6%+$48.2M |
| GEODE CAPITAL MANAGEMENT, LLC | $238.8M | 5,440,336 | 0.01% | 26q | -7.1%-$18.2M |
| VIKING GLOBAL INVESTORS LP | $236.9M | 5,398,896 | 0.68% | new | NEW |
| THORNBURG INVESTMENT MANAGEMENT INC | $225.6M | 5,142,337 | 2.16% | 26q | +3.0%+$6.5M |
| BANK OF MONTREAL /CAN/ | $212.5M | 4,841,762 | 0.07% | 26q | -1.3%-$2.8M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $208.1M | 4,743,519 | 1.67% | 4q | -34.0%-$107.4M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $187.0M | 4,234,561 | 0.06% | 26q | +6.1%+$10.7M |
| Conifer Management, L.L.C. | $184.3M | 4,200,000 | 30.38% | 26q | HELD |
| DIMENSIONAL FUND ADVISORS LP | $169.6M | 3,865,401 | 0.03% | 26q | HELD |
| Castle Hook Partners LP | $157.9M | 3,599,539 | 0.72% | new | NEW |
| MORGAN STANLEY | $146.9M | 3,347,289 | 0.01% | 26q | +9.4%+$12.6M |
| NORTHERN TRUST CORP | $143.1M | 3,261,633 | 0.02% | 26q | -14.9%-$25.0M |
| Invesco Ltd. | $134.2M | 3,058,709 | 0.01% | 26q | -13.2%-$20.5M |
| FMR LLC | $133.5M | 3,041,533 | 0.01% | 26q | +41.5%+$39.1M |
| MARSHALL WACE, LLP | $122.0M | 2,779,239 | 0.10% | 2q | +37.5%+$33.3M |
| GOLDMAN SACHS GROUP INC | $116.6M | 2,656,487 | 0.01% | 26q | -10.7%-$14.0M |
| Nuveen, LLC | $102.7M | 2,340,509 | 0.02% | 6q | +22.7%+$19.0M |
| JANE STREET GROUP, LLC | $100.4M incl. $1.0M options PUT | 2,263,410 | 0.01% | 26q | +22.6%+$18.5M |
| TCW GROUP INC | $100.3M | 2,286,057 | 0.67% | 20q | +40.4%+$28.9M |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $94.0M | 2,142,804 | 0.01% | 26q | +2.5%+$2.3M |
| Bank of New York Mellon Corp | $93.5M | 2,130,173 | 0.02% | 26q | -12.8%-$13.7M |
| D. E. Shaw & Co., Inc. | $89.3M | 2,034,078 | 0.04% | 5q | -7.6%-$7.3M |
| PRINCIPAL FINANCIAL GROUP INC | $87.9M | 2,003,499 | 0.04% | 25q | +2.5%+$2.1M |
| ALGEBRIS (UK) LTD | $85.6M | 1,957,978 | 5.64% | 26q | -3.9%-$3.5M |
| VANGUARD FIDUCIARY TRUST CO | $79.3M | 1,806,589 | 0.02% | 2q | HELD |
| UBS Group AG | $78.6M | 1,791,434 | 0.01% | 26q | -7.1%-$6.0M |
| NORDEA INVESTMENT MANAGEMENT AB | $64.8M | 1,480,717 | 0.05% | 26q | -44.4%-$51.7M |
| CITADEL ADVISORS LLC | $61.9M incl. $1.4M options CALL+PUT | 1,379,294 | 0.01% | 26q | -56.0%-$78.9M |
| Alyeska Investment Group, L.P. | $59.9M | 1,365,626 | 0.15% | 2q | +5578.5%+$58.9M |
| Qube Research & Technologies Ltd | $57.9M | 1,319,494 | 0.05% | new | NEW |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $51.5M | 1,173,049 | 0.02% | 2q | +1381.8%+$48.0M |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | $50.5M | 1,150,000 | 0.07% | 2q | +283.3%+$37.3M |
| Woodline Partners LP | $47.4M | 1,080,780 | 0.15% | 3q | -51.5%-$50.4M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $46.1M | 1,051,605 | 0.01% | 27q | -49.0%-$44.3M |
| CI INVESTMENTS INC. | $41.7M | 949,760 | 0.13% | 26q | -2.1%-$894.1K |
| BANK OF AMERICA CORP /DE/ | $41.4M | 942,782 | 0.00% | 26q | +6.0%+$2.4M |
| LAZARD ASSET MANAGEMENT LLC | $38.8M | 884,177 | 0.06% | 26q | -2.0%-$807.0K |
| RENAISSANCE TECHNOLOGIES LLC | $36.0M | 819,900 | 0.05% | new | NEW |
| BRUNI J V & CO /CO | $33.7M | 766,929 | 3.07% | 6q | +13.5%+$4.0M |
| RHUMBLINE ADVISERS | $33.4M | 762,284 | 0.03% | 27q | -10.5%-$3.9M |
| Zurich Insurance Group Ltd/FI | $33.1M | 754,713 | 0.23% | new | NEW |
| VOLORIDGE INVESTMENT MANAGEMENT, LLC | $32.9M | 749,733 | 0.14% | 2q | +888.8%+$29.6M |
| VANGUARD ASSET MANAGEMENT, Ltd | $31.8M | 725,081 | 0.02% | 2q | +27.0%+$6.8M |
| JPMORGAN CHASE & CO | $31.0M | 689,495 | 0.00% | 26q | +46.1%+$9.8M |
| Legal & General Group Plc | $30.0M | 684,214 | 0.01% | 26q | -48.3%-$28.1M |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | $28.5M | 649,646 | 0.02% | 26q | +3.6%+$986.3K |
| MILLENNIUM MANAGEMENT LLC | $26.8M | 611,226 | 0.01% | 26q | -76.5%-$87.2M |
| Ensign Peak Advisors, Inc | $25.9M | 590,435 | 0.04% | 27q | -11.0%-$3.2M |
| STOREBRAND ASSET MANAGEMENT AS | $25.8M | 588,797 | 0.06% | 26q | -10.8%-$3.1M |
| Swiss National Bank | $24.8M | 565,200 | 0.01% | 13q | -32.8%-$12.1M |
| AMERIPRISE FINANCIAL INC | $23.4M | 532,551 | 0.00% | 26q | -67.1%-$47.6M |
| WELLS FARGO & COMPANY/MN | $23.3M | 531,888 | 0.00% | 26q | -8.8%-$2.3M |
| TOCQUEVILLE ASSET MANAGEMENT L.P. | $22.5M | 512,957 | 0.30% | 5q | +4.1%+$877.8K |
| Caisse de depot et placement du Quebec | $21.2M | 482,997 | 0.03% | new | NEW |
| COMMUNITY TRUST & INVESTMENT CO | $20.9M | 476,885 | 1.08% | 20q | +22.8%+$3.9M |
| HSBC HOLDINGS PLC | $20.4M | 465,374 | 0.01% | 26q | -46.8%-$17.9M |
| Prana Capital Management, LP | $19.6M | 445,828 | 0.59% | new | NEW |
| California Public Employees Retirement System | $17.8M | 405,258 | 0.01% | 26q | HELD |
| Retirement Systems of Alabama | $17.6M | 401,671 | 0.05% | 4q | -12.3%-$2.5M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $17.3M incl. $4.3M options CALL+PUT | 294,892 | 0.00% | 26q | +172.8%+$10.9M |
| TrinityBridge Ltd | $17.1M | 390,370 | 0.46% | 4q | -38.4%-$10.7M |
| Four Tree Island Advisory LLC | $16.6M | 379,043 | 5.48% | 7q | +2.3%+$375.8K |
| RAYMOND JAMES FINANCIAL INC | $16.5M | 376,581 | 0.00% | 7q | -4.5%-$778.7K |
| Point72 Asset Management, L.P. | $16.3M | 372,563 | 0.02% | 4q | +12.7%+$1.8M |
| BASSWOOD CAPITAL MANAGEMENT, L.L.C. | $15.9M | 361,690 | 0.63% | 5q | +43.8%+$4.8M |
| South Dakota Investment Council | $15.5M | 352,587 | 0.27% | 6q | -6.6%-$1.1M |
| MOORE CAPITAL MANAGEMENT, LP | $15.2M | 345,408 | 0.22% | new | NEW |
| AQR CAPITAL MANAGEMENT LLC | $14.8M | 337,278 | 0.01% | 26q | -66.6%-$29.6M |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $14.3M | 325,268 | 0.01% | 26q | -36.3%-$8.1M |
| SEI INVESTMENTS CO | $14.1M | 320,617 | 0.01% | 26q | -43.4%-$10.8M |
| Livforsakringsbolaget Skandia, Omsesidigt | $12.6M | 288,000 | 0.41% | 26q | -1.1%-$136.0K |
| Robeco Institutional Asset Management B.V. | $12.3M | 279,374 | 0.02% | 26q | -69.0%-$27.3M |
| Hudson Bay Capital Management LP | $12.2M | 277,992 | 0.03% | new | NEW |
| Bridgewater Associates, LP | $11.5M | 261,023 | 0.05% | 8q | -43.1%-$8.7M |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | $11.4M | 260,263 | 0.02% | 26q | -8.3%-$1.0M |
| Quantinno Capital Management LP | $11.4M | 258,842 | 0.01% | 12q | +28.6%+$2.5M |
| ENVESTNET ASSET MANAGEMENT INC | $11.3M | 257,501 | 0.00% | 26q | -19.9%-$2.8M |
| Swedbank AB | $11.2M | 254,765 | 0.01% | 21q | -49.7%-$11.0M |
| ALLIANCEBERNSTEIN L.P. | $10.4M | 280,808 | 0.00% | 26q | +1.4%+$144.6K |
| Gillson Capital LP | $10.2M | 232,000 | 0.60% | 2q | +10.5%+$965.3K |
| Philadelphia Financial Management of San Francisco, LLC | $9.9M | 226,030 | 2.00% | new | NEW |
| TWO SIGMA INVESTMENTS, LP | $9.3M | 210,911 | 0.01% | 2q | +232.1%+$6.5M |
| STATE OF WISCONSIN INVESTMENT BOARD | $9.1M | 207,164 | 0.02% | 26q | +5.6%+$479.4K |
| Squarepoint Ops LLC | $9.0M | 205,053 | 0.01% | 4q | +91.6%+$4.3M |
| BARCLAYS PLC | $8.6M | 195,786 | 0.00% | 18q | -48.5%-$8.1M |
| Aberdeen Group plc | $8.4M | 192,191 | 0.01% | 26q | +8.6%+$667.8K |
| Russell Investments Group, Ltd. | $8.3M | 189,558 | 0.01% | 26q | -43.5%-$6.4M |
| CANADA LIFE ASSURANCE Co | $8.1M | 184,819 | 0.01% | 25q | -22.2%-$2.3M |
| New York Life Investment Management LLC | $8.0M | 183,046 | 0.06% | 9q | +415.8%+$6.5M |
| SIT INVESTMENT ASSOCIATES INC | $8.0M | 181,975 | 0.15% | 15q | +5.9%+$444.3K |
Showing the largest 100 of 487 reported holders.
What the company announced
Form 8-K filings from the last 120 days, showing only the items worth a reader's attention. Earnings releases, exhibit attachments and general disclosures are filed constantly and are left out. Filed is when the SEC received it; event is the date the company says the thing happened.
| Filed | Event date | What | Source |
|---|---|---|---|
| 2026-09-25 | 2026-09-23 | Directors or officers departed or appointed | filing |
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-07-20 | Pearson Mark | President and CEO | Sold | 39,700 | $1.9M ×2 |
| 2026-06-18 | Pearson Mark | President and CEO | Sold | 39,700 | $1.8M |
| 2026-05-18 | Pearson Mark | President and CEO | Sold | 39,700 | $1.7M |
| 2026-09-04 | Lane Nick | See Remarks | Sold | 14,923 | $794.5K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sold | 14,359 | $746.4K ×6 |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Sold | 14,358 | $701.6K ×4 |
| 2026-06-15 | HURD JEFFREY J | Chief Operating Officer | Sold | 14,358 | $647.7K ×2 |
| 2026-05-15 | HURD JEFFREY J | Chief Operating Officer | Sold | 14,358 | $609.4K ×2 |
| 2026-08-06 | Stonehill Charles G.T. | Director | Sold | 7,500 | $386.6K |
| 2026-05-15 | Eckert William James IV | Chief Accounting Officer | Sold | 7,300 | $310.1K |
| 2026-06-10 | Eckert William James IV | Chief Accounting Officer | Sold | 6,200 | $259.3K |
| 2026-05-15 | Lane Nick | See Remarks | Sold | 4,417 | $187.5K |
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 149 | $149.0M | 2,898,565 | 42 | 40 | 29 | 0.0% |
| Q2 2026 | 487 | $11.7B | 265,486,837 | 61 | 135 | 210 | 0.1% |
| Q1 2026 | 550 | $9.7B | 262,357,883 | 78 | 185 | 202 | 0.1% |
| Q4 2025 | 557 | $13.4B | 281,485,980 | 53 | 149 | 245 | 0.0% |
| Q3 2025 | 571 | $14.0B | 274,758,647 | 59 | 167 | 221 | 0.1% |
| Q2 2025 | 589 | $16.7B | 296,269,749 | 83 | 214 | 205 | 0.8% |
| Q1 2025 | 578 | $15.3B | 293,961,549 | 95 | 207 | 186 | 0.1% |
| Q4 2024 | 536 | $14.3B | 301,734,299 | 57 | 175 | 194 | 0.1% |
| Q3 2024 | 504 | $12.6B | 299,732,053 | 59 | 196 | 143 | 0.1% |
| Q2 2024 | 491 | $12.6B | 307,413,731 | 91 | 150 | 170 | 0.1% |
| Q1 2024 | 451 | $12.2B | 321,003,084 | 64 | 115 | 181 | 0.1% |
| Q4 2023 | 426 | $11.1B | 334,085,679 | 67 | 126 | 150 | 0.2% |
| Q3 2023 | 389 | $9.8B | 344,001,208 | 47 | 117 | 143 | 0.1% |
| Q2 2023 | 379 | $9.4B | 344,682,274 | 44 | 111 | 159 | 0.1% |
| Q1 2023 | 396 | $9.1B | 357,267,577 | 51 | 129 | 143 | 0.2% |
| Q4 2022 | 415 | $10.4B | 361,481,418 | 66 | 133 | 141 | 0.1% |
| Q3 2022 | 374 | $13.2B | 501,322,931 | 44 | 140 | 126 | 0.1% |
| Q2 2022 | 385 | $13.2B | 505,924,058 | 49 | 129 | 148 | 0.1% |
| Q1 2022 | 389 | $13.8B | 445,492,154 | 52 | 132 | 151 | 0.1% |
| Q4 2021 | 393 | $17.2B | 523,183,963 | 44 | 126 | 140 | 0.3% |
| Q3 2021 | 372 | $15.7B | 527,699,032 | 38 | 121 | 137 | 0.2% |
| Q2 2021 | 383 | $17.1B | 560,660,618 | 54 | 125 | 133 | 0.1% |
| Q1 2021 | 365 | $24.0B | 736,042,921 | 59 | 90 | 153 | 0.1% |
| Q4 2020 | 352 | $19.2B | 748,417,760 | 70 | 90 | 134 | 0.4% |
| Q3 2020 | 310 | $11.5B | 625,926,683 | 42 | 102 | 115 | 0.3% |
| Q2 2020 | 306 | $11.8B | 608,736,169 | 74 | 102 | 99 | 0.4% |
| Q1 2020 | 272 | $10.3B | 715,001,032 | 251 | 10 | 9 | 0.1% |
| Q4 2019 | 274 | $12.7B | 511,250,658 | 73 | 116 | 49 | 0.1% |
| Q3 2019 | 252 | $8.7B | 393,347,866 | 39 | 105 | 74 | 0.1% |
| Q2 2019 | 258 | $8.4B | 402,498,819 | 56 | 132 | 49 | 0.3% |
| Q1 2019 | 244 | $8.0B | 394,401,595 | 66 | 114 | 38 | 0.2% |
| Q4 2018 | 202 | $4.8B | 285,350,221 | 9 | 7 | 2 | 0.3% |