Institutional shares held 285 Million
93.2K calls
210K puts
Total value of holdings $14.1B
$4.61M calls
$10.4M puts
Market Cap $18.9B
375,623,008 Shares Out.
Institutional ownership 75.87%
# of Institutions 586


Latest Institutional Activity in EQH

Top Purchases

Q1 2025
Allspring Global Investments Holdings, LLC Shares Held: 2.11M ($106M)
Q1 2025
Australian Super Pty LTD Shares Held: 749K ($37.7M)
Q1 2025
Victory Capital Management Inc Shares Held: 420K ($21.1M)
Q1 2025
South Dakota Investment Council Shares Held: 162K ($8.17M)
Q1 2025
Brown Advisory Inc Shares Held: 157K ($7.91M)

Top Sells

Q1 2025
Pzena Investment Management LLC Shares Held: 5.9M ($297M)
Q1 2025
Gamma Investing LLC Shares Held: 10.4K ($522K)
Q1 2025
Cboe Vest Financial, LLC Shares Held: 228K ($11.5M)
Q1 2025
Los Angeles Capital Management LLC Shares Held: 1.11M ($55.6M)
Q1 2025
Artemis Investment Management LLP Shares Held: 778K ($39.1M)

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
928K Shares
From 17 Insiders
Grant, award, or other acquisition 723K shares
Exercise of conversion of derivative security 205K shares
Sell / Disposition
833K Shares
From 13 Insiders
Open market or private sale 432K shares
Payment of exercise price or tax liability 401K shares

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