Equitable Holdings, Inc. (EQH) Ownership
EQH ownership summary
as of October 17, 2026- Institutions
- 100.9% of shares outstanding
- Insiders
- 0.60% of shares outstanding
- Shares outstanding
- 272.8M
- Float
- 253.0M shares available to trade
- Short interest
- 2.29% 5.5M shares short
- Days to cover
- 1.71 short interest up 11.1% vs prior month
- Institutions 100.87%
- Insiders 0.60%
EQH top institutional holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | BlackRock Inc | 9.49% | 25.9M | $1.38B | −1.4M (−5.2%) | June 30, 2026 |
| 2 | NORGES BANK | 6.72% | 18.3M | $975.2M | +6.8M (+58.5%) | June 30, 2026 |
| 3 | T. Rowe Price Associates, Inc. | 6.67% | 18.2M | $967.7M | +661,264 (+3.8%) | June 30, 2026 |
| 4 | Vanguard Portfolio Management, LLC | 4.93% | 13.4M | $715.4M | −1.2M (−8.1%) | June 30, 2026 |
| 5 | Vanguard Capital Management, LLC | 4.66% | 12.7M | $675.9M | +70,371 (+0.6%) | June 30, 2026 |
| 6 | Harris Associates L.P. | 3.48% | 9.5M | $504.9M | +9.5M (+33,495.5%) | June 30, 2026 |
| 7 | State Street Corp | 3.44% | 9.4M | $499.6M | −2.6M (−21.6%) | June 30, 2026 |
| 8 | Canada Pension Plan Investment Board | 3.34% | 9.1M | $484.5M | −9.1M (−50.0%) | June 30, 2026 |
| 9 | Wellington Management Company LLP | 3.22% | 8.8M | $467.4M | +523,638 (+6.3%) | June 30, 2026 |
| 10 | Capital Research & Mgmt Co - Division 3 | 3.09% | 8.4M | $447.8M | −2.0M (−19.3%) | June 30, 2026 |
| 11 | Pzena Investment Management, LLC | 2.04% | 5.6M | $295.9M | +1.1M (+24.6%) | June 30, 2026 |
| 12 | Geode Capital Management, LLC | 1.99% | 5.4M | $289.5M | −414,179 (−7.1%) | June 30, 2026 |
| 13 | Viking Global Investors LP | 1.98% | 5.4M | $287.3M | +5.4M (0.0%) | June 30, 2026 |
| 14 | Thornburg Investment Management Inc | 1.89% | 5.1M | $273.6M | +148,132 (+3.0%) | June 30, 2026 |
| 15 | Bank of Montreal | 1.78% | 4.8M | $257.6M | −63,713 (−1.3%) | June 30, 2026 |
| 16 | BMO Capital Markets Corp. | 1.78% | 4.8M | $257.6M | −63,713 (−1.3%) | June 30, 2026 |
| 17 | Diamond Hill Capital Management, LLC | 1.74% | 4.7M | $252.4M | −2.4M (−34.0%) | June 30, 2026 |
| 18 | Massachusetts Financial Services Company | 1.55% | 4.2M | $225.3M | +243,448 (+6.1%) | June 30, 2026 |
| 19 | Conifer Management, LLC | 1.54% | 4.2M | $223.5M | — | June 30, 2026 |
| 20 | Dimensional Fund Advisors, Inc. | 1.42% | 3.9M | $205.7M | +8,684 (+0.2%) | June 30, 2026 |
Value at the latest close. Change = shares bought or sold in the latest quarterly filing (13F). In the top 20, 10 holders added 24.4M shares and 9 cut 19.3M.
EQH top mutual fund and ETF holders
20 largest| # | Holder | % of shares | Shares | Value | Change | Reported |
|---|---|---|---|---|---|---|
| 1 | iShares Core S&P Mid-Cap ETF | 3.32% | 9.1M | $481.6M | — | September 30, 2026 |
| 2 | Vanguard MStar Total Stk Mkt Idx Invest | 3.28% | 9.0M | $476.5M | −10,516 (−0.1%) | August 31, 2026 |
| 3 | Vanguard Small Cap Index | 2.38% | 6.5M | $344.7M | +6,646 (+0.1%) | August 31, 2026 |
| 4 | T. Rowe Price Equity Income | 1.83% | 5.0M | $265.8M | — | August 31, 2026 |
| 5 | Thornburg Investment Income Builder A | 1.76% | 4.8M | $256.2M | — | August 31, 2026 |
| 6 | Oakmark Investor | 1.74% | 4.8M | $252.9M | +4.8M (0.0%) | June 30, 2026 |
| 7 | American Funds Washington Mutual A | 1.56% | 4.3M | $227.1M | −963,804 (−18.4%) | June 30, 2026 |
| 8 | Vanguard MStar Small Cap Value Index | 1.51% | 4.1M | $218.9M | +3,165 (+0.1%) | August 31, 2026 |
| 9 | Vanguard Windsor Investor Shares | 1.27% | 3.5M | $184.7M | +954,283 (+37.9%) | June 30, 2026 |
| 10 | Vanguard Windsor II Inv | 1.22% | 3.3M | $177.7M | +3.3M (0.0%) | June 30, 2026 |
| 11 | Vanguard Wellesley® Income Inv | 1.00% | 2.7M | $144.7M | −1.1M (−29.6%) | June 30, 2026 |
| 12 | American Funds Fundamental Invs A | 0.78% | 2.1M | $113.6M | −961,900 (−31.1%) | June 30, 2026 |
| 13 | Fidelity VIP Mid Cap Initial | 0.71% | 1.9M | $103.6M | — | August 31, 2026 |
| 14 | CREF Total Global Stock Account R3 | 0.65% | 1.8M | $94.9M | +433,918 (+32.1%) | July 31, 2026 |
| 15 | BMO Global Equity F | 0.61% | 1.7M | $88.5M | −537,151 (−24.4%) | September 30, 2026 |
| 16 | Bridge Builder Large Cap Value | 0.55% | 1.5M | $79.2M | — | September 30, 2026 |
| 17 | American Funds Capital Inc Bldr A | 0.54% | 1.5M | $78.0M | — | June 30, 2026 |
| 18 | MFS Mid Cap Value A | 0.52% | 1.4M | $75.2M | −16,580 (−1.2%) | August 31, 2026 |
| 19 | Fidelity Extended Market Index | 0.50% | 1.4M | $73.0M | −16,329 (−1.2%) | August 31, 2026 |
| 20 | State Street SPDR Port S&P 400 Md CpETF | 0.49% | 1.3M | $71.4M | −1,888 (−0.1%) | September 30, 2026 |
Funds report holdings monthly or quarterly; dates differ by fund.
EQH insider transactions
latest 20| Date | Name | Transaction | Price | Shares | Value |
|---|---|---|---|---|---|
| 2026-04-20 | Mark Pearson | Sell | $41.63 | 39,700 | $1.7M |
| 2026-04-15 | Nick Lane | Sell | $40.44 | 10,000 | $404,400 |
| 2026-04-15 | Mark Pearson | Sell | $40.03 | 1,387 | $55,522 |
| 2026-04-15 | Jeffrey J Hurd | Sell | $40.58 | 14,358 | $582,648 |
| 2026-04-08 | Jeffrey J Hurd | Sell | $40.04 | 14,358 | $574,894 |
| 2026-04-08 | Mark Pearson | Sell | $40.05 | 38,313 | $1.5M |
| 2026-04-08 | Nick Lane | Sell | $40.04 | 10,000 | $400,400 |
| 2026-01-20 | Mark Pearson | Sell | $46.20 | 39,700 | $1.8M |
| 2026-01-15 | Jeffrey J Hurd | Sell | $47.65 | 6,790 | $323,544 |
| 2026-01-15 | Nick Lane | Sell | $47.65 | 30,000 | $1.4M |
| 2025-12-18 | Mark Pearson | Sell | $47.88 | 39,700 | $1.9M |
| 2025-12-18 | Nick Lane | Sell | $47.87 | 30,000 | $1.4M |
| 2025-12-15 | Jeffrey J Hurd | Sell | $48.35 | 6,790 | $328,296 |
| 2025-12-10 | William James Iv Eckert | Sell | $47.27 | 4,300 | $203,261 |
| 2025-11-18 | Mark Pearson | Sell | $43.14 | 39,700 | $1.7M |
| 2025-11-17 | Jeffrey J Hurd | Sell | $43.28 | 6,790 | $293,871 |
| 2025-10-27 | Michael T. McCaul | Sell | $48.95 | — | — |
| 2025-10-24 | Ro Khanna | Buy | $48.85 | — | — |
| 2025-10-20 | Mark Pearson | Sell | $48.17 | 39,700 | $1.9M |
| 2025-10-16 | Ro Khanna | Buy | $47.16 | — | — |
Reported trades by company officers, directors and other filers (including disclosures by members of Congress where EODHD lists them). "—" where the filing gives no share count.
EQH shares outstanding
Year-end shares outstanding, adjusted for splits.
Who owns EQH
Institutional investors own 100.9% of Equitable's shares and insiders 0.60%. The largest holder is BlackRock Inc with 9.49% of the shares (25.9M), as of June 30, 2026. Among the top 20 institutions, 10 added shares and 9 reduced their stake in the latest filings. Short interest is 2.29% of the float, or 1.71 days of average trading volume. The share count fell 48.6% since 2016.
Related: EQH analyst forecast, EQH key metrics, EQH dividend history. See the EQH stock overview for the latest quote and news.
EQH ownership FAQ
Who owns the most Equitable stock?
The largest shareholders of Equitable are BlackRock Inc (9.49%), NORGES BANK (6.72%), T. Rowe Price Associates, Inc. (6.67%), Vanguard Portfolio Management, LLC (4.93%), Vanguard Capital Management, LLC (4.66%).
What percentage of Equitable is owned by institutions?
Institutions hold 100.9% of Equitable's shares outstanding; insiders hold 0.60%.
Which funds own Equitable?
The largest fund holders of Equitable are iShares Core S&P Mid-Cap ETF (3.32%), Vanguard MStar Total Stk Mkt Idx Invest (3.28%), Vanguard Small Cap Index (2.38%), T. Rowe Price Equity Income (1.83%), Thornburg Investment Income Builder A (1.76%).
What is Equitable's short interest?
5.5M shares of Equitable were sold short, 2.29% of the float; at the average daily volume it would take 1.71 days to cover.
Are insiders buying or selling Equitable?
Of the latest 20 reported insider transactions in Equitable (since October 16, 2025), 2 were purchases and 18 were sales.
How many shares of Equitable are outstanding?
Equitable has 272.8M shares outstanding, of which 253.0M are in the public float.