Institutional shares held 278 Million
95.2K calls
88.1K puts
Total value of holdings $14.8B
$5.06M calls
$4.69M puts
Market Cap $20B
375,623,008 Shares Out.
Institutional ownership 74.02%
# of Institutions 619


Latest Institutional Activity in EQH

Top Purchases

Q2 2025
Livforsakringsbolaget Skandia, Omsesidigt Shares Held: 153K ($8.16M)
Q2 2025
Dynamic Advisor Solutions LLC Shares Held: 61.6K ($3.27M)
Q2 2025
Assenagon Asset Management S.A. Shares Held: 105K ($5.58M)
Q2 2025
Swedbank Ab Shares Held: 722K ($38.4M)
Q2 2025
Financiere Des Professionnels Fonds D,Investissement Inc. Shares Held: 11.3K ($601K)

Top Sells

Q2 2025
Wedge Capital Management L L P Shares Held: 67.4K ($3.58M)
Q2 2025
Community Trust & Investment CO Shares Held: 294K ($15.7M)
Q2 2025
Mn Services Vermogensbeheer B.V. Shares Held: 115K ($6.1M)
Q2 2025
Legacy Wealth Management, LLC / Ms Shares Held: 39.2K ($2.09M)
Q2 2025
Phillips Wealth Planners LLC Shares Held: 4.36K ($232K)

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
967K Shares
From 18 Insiders
Grant, award, or other acquisition 717K shares
Exercise of conversion of derivative security 250K shares
Sell / Disposition
959K Shares
From 16 Insiders
Open market or private sale 558K shares
Payment of exercise price or tax liability 401K shares

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