Equitable Holdings, Inc. - Common Stock (EQH) Institutional Ownership

13F Institutional Holders and Ownership History from Q1 2019 to Q4 2025

Type / Class
Equity / Common Stock
Symbol
EQH on NYSE
Shares outstanding
287,821,687
Price per share
$45.74
All holders as of 31 Dec 2025
Q4 2025
Total 13F shares
278,617,437
Total reported value
$13,282,333,902
% of total 13F portfolios
0.01%
Share change
+6,427,510
Value change
+$292,559,533
Number of holders
544
Price from insider filings
$45.74
Reported Shares, Excluding Options vs Price
Reported Value, Excluding Options
Total Investors

Significant Owners of Equitable Holdings, Inc. - Common Stock (EQH) based on Schedule 13D/G filings

Filer Ownership Change % Holdings Value Net Change Nb Shares Change % Reporting Name Report Period
CANADA PENSION PLAN INVESTMENT BOARD 6.7% $918,885,125 19,284,053 Canada Pension Plan Investment Board 31 Dec 2025
PRICE T ROWE ASSOCIATES INC /MD/ 5.5% $902,609,864 16,789,618 T. Rowe Price Associates, Inc. 30 Jun 2025
PZENA INVESTMENT MANAGEMENT LLC 2.6% -52% $420,134,649 -$422,656,262 8,234,705 -50% PZENA INVESTMENT MANAGEMENT LLC 31 Dec 2024

As of 31 Dec 2025, 544 institutional investors reported holding 278,617,437 shares of Equitable Holdings, Inc. - Common Stock (EQH). This represents 97% of the company’s total 287,821,687 outstanding shares.

Top 25 Institutional Shareholders

The largest institutional shareholders of Equitable Holdings, Inc. - Common Stock (EQH) together control 71% of the company’s outstanding shares — a level of ownership often associated with strong institutional conviction and long‑term capital commitment.

Institution Ownership % Shares Held Share Change % Portfolio % Holdings Value
VANGUARD GROUP INC 11% 30,633,125 -4.7% 0.02% $1,459,668,407
BlackRock, Inc. 9.5% 27,315,739 -5.8% 0.02% $1,301,594,950
CANADA PENSION PLAN INVESTMENT BOARD 6.7% 19,284,053 +10% 0.61% $918,885,125
PRICE T ROWE ASSOCIATES INC /MD/ 6% 17,258,124 +7% 0.09% $822,351,000
Capital International Investors 4.7% 13,545,628 +23% 0.1% $645,449,174
STATE STREET CORP 4.3% 12,233,267 -0.3% 0.02% $582,915,173
NORGES BANK 4% 11,563,370 0.06% $550,994,581
WELLINGTON MANAGEMENT GROUP LLP 2.9% 8,304,643 -33% 0.07% $395,716,240
GEODE CAPITAL MANAGEMENT, LLC 2.2% 6,355,758 -0.4% 0.02% $307,438,664
THORNBURG INVESTMENT MANAGEMENT INC 1.7% 4,889,730 +0.45% 2.9% $232,995,635
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ 1.7% 4,822,908 +4.2% 0.07% $229,811,566
Invesco Ltd. 1.6% 4,592,408 -2.5% 0.03% $218,828,241
PZENA INVESTMENT MANAGEMENT LLC 1.5% 4,325,348 +0.66% 0.62% $206,102,832
DIAMOND HILL CAPITAL MANAGEMENT INC 1.5% 4,294,644 +115% 1% $204,639,787
Conifer Management, L.L.C. 1.5% 4,200,000 0% 33% $200,130,000
NORDEA INVESTMENT MANAGEMENT AB 1.4% 3,967,985 -0.37% 0.16% $189,907,763
NORTHERN TRUST CORP 1.3% 3,880,069 -4.3% 0.02% $184,885,286
Boston Partners 1.2% 3,554,613 -2.3% 0.18% $169,370,261
DIMENSIONAL FUND ADVISORS LP 1.2% 3,427,096 -5.7% 0.03% $163,308,820
MORGAN STANLEY 1.1% 3,250,299 -19% 0.01% $154,876,832
Bank of New York Mellon Corp 1% 2,943,674 -1.5% 0.02% $140,266,074
FMR LLC 0.99% 2,846,087 -0.65% 0.01% $135,616,064
BANK OF MONTREAL /CAN/ 0.84% 2,424,823 +7955% 0.05% $116,585,490
FIRST TRUST ADVISORS LP 0.74% 2,128,146 -11% 0.07% $101,406,139
FEDERATED HERMES, INC. 0.74% 2,127,323 -1.9% 0.17% $101,366,941

Institutional Holders of Equitable Holdings, Inc. - Common Stock (EQH) across Reporting Periods

Period Reported Shares, Excl. Options Value, Excl. Options Value Change Price (Median) Investors
2025 Q4 278,617,437 $13,282,333,902 +$292,559,533 $47.65 544
2025 Q3 272,404,708 $13,837,206,019 -$1,229,466,253 $50.78 557
2025 Q2 294,796,289 $16,533,804,341 +$570,053,359 $56.10 576
2025 Q1 280,840,557 $14,615,066,384 -$637,552,377 $52.09 571
2024 Q4 300,589,967 $14,182,686,974 +$26,614,624 $47.17 528
2024 Q3 297,117,542 $12,488,478,559 -$554,420,573 $42.03 497
2024 Q2 305,761,119 $12,490,444,193 -$268,462,570 $40.86 487
2024 Q1 312,535,328 $11,875,846,466 -$568,019,613 $38.01 441
2023 Q4 327,787,686 $10,915,777,098 -$94,509,383 $33.30 415
2023 Q3 332,242,638 $9,432,007,779 -$323,080,816 $28.39 383
2023 Q2 343,658,187 $9,328,213,379 -$179,957,124 $27.16 373
2023 Q1 350,644,273 $8,898,597,303 -$259,075,185 $25.39 389
2022 Q4 361,351,066 $10,373,130,127 -$204,195,701 $28.70 407
2022 Q3 368,897,124 $9,723,319,774 -$8,890,041 $26.35 378
2022 Q2 367,978,762 $9,592,519,548 -$167,383,420 $26.07 381
2022 Q1 374,548,603 $11,577,578,705 -$295,490,739 $30.91 385
2021 Q4 384,252,410 $12,598,176,659 -$497,244,360 $32.79 388
2021 Q3 398,921,665 $11,821,686,882 -$413,532,575 $29.64 367
2021 Q2 412,979,101 $12,570,081,061 +$42,191,741 $30.45 372
2021 Q1 410,475,876 $13,385,990,393 +$53,205,514 $32.62 350
2020 Q4 409,921,496 $10,486,789,376 -$194,649,439 $25.59 343
2020 Q3 417,811,678 $7,619,737,067 -$40,169,948 $18.24 300
2020 Q2 420,786,997 $8,115,422,727 +$98,883,685 $19.29 296
2020 Q1 416,986,884 $6,026,535,581 +$5,854,425,564 $14.45 260
2019 Q4 11,250,265 $278,734,194 +$231,260,194 $24.78 25
2019 Q3 990 $30,000 $30.30 1
2019 Q2 990 $30,000 $30.30 1
2019 Q1 990 $30,000 $30.30 1