Institutional shares held 274 Million
111K calls
195K puts
Total value of holdings $12.8B
$5.18M calls
$9.11M puts
Market Cap $17.5B
375,623,008 Shares Out.
Institutional ownership 72.85%
# of Institutions 530


Latest Institutional Activity in EQH

Top Purchases

Q3 2024
Acadian Asset Management LLC Shares Held: 4.9M ($228M)
Q3 2024
Qube Research & Technologies LTD Shares Held: 1.12M ($52.1M)
Q3 2024
Capital International Investors Shares Held: 2.09M ($97.6M)
Q3 2024
First Trust Advisors LP Shares Held: 7.47M ($348M)
Q3 2024
Morgan Stanley Shares Held: 3.8M ($177M)

Top Sells

Q3 2024
Hsbc Holdings PLC Shares Held: 2.43M ($113M)
Q3 2024
Viking Global Investors LP Shares Held: 3.05M ($142M)
Q3 2024
Pzena Investment Management LLC Shares Held: 16.4M ($766M)
Q3 2024
Goldman Sachs Group Inc Shares Held: 1.63M ($76M)
Q3 2024
Principal Financial Group Inc Shares Held: 278K ($13M)

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

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Date Insider Transaction Ownership Type Shares Traded Value / Price
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Last 12 Months Summary

Buy / Acquisition
934K Shares
From 18 Insiders
Grant, award, or other acquisition 461K shares
Exercise of conversion of derivative security 473K shares
Sell / Disposition
994K Shares
From 16 Insiders
Open market or private sale 787K shares
Payment of exercise price or tax liability 207K shares

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