Equitable Holdings Inc Major Shareholders & Ownership History
| Major Shareholder Name | Reporting Date | Shares Held | Market Value | Change in Shares | Ownership |
|---|---|---|---|---|---|
| BLACKROCK, INC. | 05/13/2026 | 27.32 M | $1.01 B | 0.02% | 9.17% |
| CANADA PENSION PLAN INVESTMENT BOARD | 05/15/2026 | 18.22 M | $676.09 M | -5.52% | 6.11% |
| PRICE T ROWE ASSOCIATES INC /MD/ | 05/15/2026 | 17.53 M | $650.37 M | 1.55% | 5.88% |
| 05/15/2026 | 14.63 M | $542.75 M | 100.00% | 4.91% | |
| 05/15/2026 | 12.63 M | $468.81 M | 100.00% | 4.24% | |
| STATE STREET CORP | 05/15/2026 | 11.98 M | $444.62 M | -2.06% | 4.02% |
| CAPITAL INTERNATIONAL INVESTORS | 05/13/2026 | 10.43 M | $387.05 M | -23.00% | 3.50% |
| WELLINGTON MANAGEMENT GROUP LLP | 05/15/2026 | 8.26 M | $306.58 M | -0.52% | 2.77% |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 05/07/2026 | 7.19 M | $266.90 M | 67.47% | 2.41% |
| GEODE CAPITAL MANAGEMENT, LLC | 05/15/2026 | 5.85 M | $216.71 M | -7.89% | 1.96% |
| THORNBURG INVESTMENT MANAGEMENT INC | 05/12/2026 | 4.99 M | $185.33 M | 2.14% | 1.68% |
| BANK OF MONTREAL /CAN/ | 05/13/2026 | 4.91 M | $182.04 M | 102.30% | 1.65% |
| PZENA INVESTMENT MANAGEMENT LLC | 04/24/2026 | 4.46 M | $165.67 M | 3.21% | 1.50% |
| CONIFER MANAGEMENT, L.L.C. | 05/15/2026 | 4.20 M | $155.86 M | 0.00% | 1.41% |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 05/14/2026 | 3.99 M | $148.94 M | -17.25% | 1.34% |
| DIMENSIONAL FUND ADVISORS LP | 05/07/2026 | 3.86 M | $143.09 M | 12.54% | 1.29% |
| NORTHERN TRUST CORP | 05/14/2026 | 3.83 M | $142.20 M | -1.24% | 1.29% |
| INVESCO LTD. | 05/12/2026 | 3.53 M | $130.84 M | -23.23% | 1.18% |
| CITADEL ADVISORS LLC | 05/15/2026 | 3.14 M | $116.43 M | 197.65% | 1.05% |
| MORGAN STANLEY | 05/15/2026 | 3.06 M | $113.57 M | -5.84% | 1.03% |
| GOLDMAN SACHS GROUP INC | 05/15/2026 | 2.98 M | $110.44 M | 61.68% | 1.00% |
| NORDEA INVESTMENT MANAGEMENT AB | 05/13/2026 | 2.66 M | $95.24 M | -32.94% | 0.89% |
| MILLENNIUM MANAGEMENT LLC | 05/15/2026 | 2.60 M | $96.41 M | 127.83% | 0.87% |
| BANK OF NEW YORK MELLON CORP | 05/05/2026 | 2.44 M | $90.65 M | -17.02% | 0.82% |
| WOODLINE PARTNERS LP | 05/15/2026 | 2.23 M | $82.77 M | 17.11% | 0.75% |
| D. E. SHAW & CO., INC. | 05/15/2026 | 2.20 M | $81.68 M | 35.89% | 0.74% |
| FMR LLC | 05/15/2026 | 2.15 M | $79.78 M | -24.46% | 0.72% |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 05/15/2026 | 2.09 M | $77.55 M | 4.84% | 0.70% |
| UBS ASSET MANAGEMENT AMERICAS INC | 05/13/2026 | 2.06 M | $76.52 M | 8.76% | 0.69% |
| ALGEBRIS (UK) LTD | 05/13/2026 | 2.04 M | $75.50 M | 57.48% | 0.68% |
| MARSHALL WACE, LLP | 05/15/2026 | 2.02 M | $75.00 M | 100.00% | 0.68% |
| PRINCIPAL FINANCIAL GROUP INC | 05/04/2026 | 1.96 M | $72.57 M | -5.04% | 0.66% |
| UBS GROUP AG | 05/05/2026 | 1.93 M | $71.52 M | 91.06% | 0.65% |
| NUVEEN, LLC | 04/30/2026 | 1.91 M | $70.81 M | 3.15% | 0.64% |
| JANE STREET GROUP, LLC | 05/12/2026 | 1.85 M | $68.52 M | 376.38% | 0.62% |
| VANGUARD FIDUCIARY TRUST CO | 05/15/2026 | 1.80 M | $66.84 M | 100.00% | 0.60% |
| TCW GROUP INC | 05/14/2026 | 1.63 M | $60.42 M | 24.30% | 0.55% |
| AMERIPRISE FINANCIAL INC | 05/15/2026 | 1.62 M | $60.00 M | 34.75% | 0.54% |
| ACADIAN ASSET MANAGEMENT LLC | 05/13/2026 | 1.47 M | $54.52 M | 24.28% | 0.49% |
| LEGAL & GENERAL GROUP PLC | 05/08/2026 | 1.32 M | $49.15 M | -7.35% | 0.44% |
| WORLDQUANT MILLENNIUM ADVISORS LLC | 05/15/2026 | 1.03 M | $38.36 M | 125.85% | 0.35% |
| 04/28/2026 | 1.02 M | $37.96 M | -0.06% | 0.34% | |
| AQR CAPITAL MANAGEMENT LLC | 05/15/2026 | 1.01 M | $36.69 M | -7.98% | 0.34% |
| CI INVESTMENTS INC. | 05/13/2026 | 970.14 K | $36.00 M | -2.43% | 0.33% |
| LAZARD ASSET MANAGEMENT LLC | 05/15/2026 | 902.57 K | $33.49 M | 25.26% | 0.30% |
| ROBECO INSTITUTIONAL ASSET MANAGEMENT B.V. | 04/21/2026 | 902.01 K | $33.47 M | -32.26% | 0.30% |
| BANK OF AMERICA CORP /DE/ | 05/18/2026 | 889.02 K | $32.99 M | 15.79% | 0.30% |
| HSBC HOLDINGS PLC | 04/30/2026 | 873.96 K | $32.43 M | 5.80% | 0.29% |
| RHUMBLINE ADVISERS | 05/12/2026 | 851.61 K | $31.60 M | -1.22% | 0.29% |
| SWISS NATIONAL BANK | 05/07/2026 | 841.00 K | $31.21 M | 2.46% | 0.28% |
Equitable Holdings Inc institutional Ownership - FAQ's
During the previous two years, 700 institutional investors and hedge funds held shares of Equitable Holdings Inc. The most heavily invested institutionals were:
BlackRock, Inc.: 27.32 M
CANADA PENSION PLAN INVESTMENT BOARD: 18.22 M
PRICE T ROWE ASSOCIATES INC /MD/: 17.53 M
STATE STREET CORP: 11.98 M
Capital International Investors: 10.43 M
WELLINGTON MANAGEMENT GROUP LLP: 8.26 M
87.99% of Equitable Holdings Inc stock is owned by institutional investors.
Institutional investors have bought a total of 312.04 M shares in the last 24 months. This purchase volume represents approximately $12.30 B in transactions.