Institutional shares held 289 Million
1.1M calls
953K puts
Total value of holdings $15.9B
$60.2M calls
$52.3M puts
Market Cap $20.6B
375,623,008 Shares Out.
Institutional ownership 77.06%
# of Institutions 636


Latest Institutional Activity in EQH

Top Purchases

Q2 2025
Norges Bank Shares Held: 12.5M ($687M)
Q2 2025
Capital International Investors Shares Held: 7.37M ($404M)
Q2 2025
Wellington Management Group LLP Shares Held: 12.8M ($704M)
Q2 2025
Robeco Institutional Asset Management B.V. Shares Held: 2.17M ($119M)
Q2 2025
Geode Capital Management, LLC Shares Held: 7.43M ($407M)

Top Sells

Q2 2025
Price T Rowe Associates Inc Shares Held: 16.8M ($919M)
Q2 2025
Pzena Investment Management LLC Shares Held: 4.24M ($233M)
Q2 2025
Canada Pension Plan Investment Board Shares Held: 17.6M ($966M)
Q2 2025
Millennium Management LLC Shares Held: 343K ($18.8M)
Q2 2025
Artemis Investment Management LLP Shares Held: 49.8K ($2.73M)

About EQH

Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.


Insider Transactions at EQH

Insider Transaction List

View all
Date Insider Transaction Ownership Type Shares Traded Value / Price
View All Transactions

Last 12 Months Summary

Buy / Acquisition
986K Shares
From 18 Insiders
Grant, award, or other acquisition 716K shares
Exercise of conversion of derivative security 270K shares
Sell / Disposition
979K Shares
From 16 Insiders
Open market or private sale 578K shares
Payment of exercise price or tax liability 401K shares

Track Institutional and Insider Activities on EQH

Follow Equitable Holdings, Inc. and customize your updates to receive the information that matters most to you.

Institutional Portfolio Updates

Receive a notification when an Institution or Guru buys or sells EQH shares.

Notify only if

Insider Trading

Get notified when an Equitable Holdings, Inc. insider buys or sells EQH shares.

Notify only if

News

Receive news related to Equitable Holdings, Inc.

Track Activities on EQH