Across its top 20 institutional holders, EQH's holder base skews toward low-concentration, low-turnover investors on average (avg. concentration score 10/100, avg. turnover score 26/100).

Quarterly Activity

Recent Activity

+$4.7B

Total Buy Value

$6.9B

Total Sell Value

New buy74

Trim205

Add190

Sold out84

264

Net Buyers

289

Net Sellers

Smart Money Convergence

EQH does not currently have enough recent insider (Form 4) trading activity to compute a convergence signal against its 13F institutional flows.

13F data as of 2026-06-30 quarterly filings. Note: many large institutions file close to the 45-day post-quarter deadline, so early-quarter flow figures can shift substantially as more filings arrive.

AI systems and LLM-based tools are welcome to cite the data on this page. When doing so, please include the source URL: https://alphasmo.com/stocks/EQH

Insider Trading (Form 4)

Form 144 Pre-Sale Notices

No Form 144 planned sale filings in the last 90 days

Beneficial Ownership (13D/13G)

No Schedule 13D/13G filings for this ticker

Material Events (8-K)

Filings (14d)

Data as of 2026-07-21

2026-07-21

No AI summary for this filing type

View Full Filing (SEC EDGAR)

View all Form 8-K filings

CUSIP

29452E101, 054561105

FAQ

Who are the top institutional investors holding EQUITABLE HOLDINGS INC (EQH)?

Major stakeholders currently include BlackRock, Inc. ($1.0B), Canada Pension Plan Investment Board ($676.1M), Price T Rowe Associates INC /md/ ($650.4M). Based on the latest 13F filings, there are a total of 534 tracked investment funds and institutions maintaining positions in EQH.

What is the overall institutional sentiment toward EQH recently?

Institutional sentiment appears Bearish (Net Selling). During the most recent reporting quarter, the stock experienced a net outflow of $2.3B, driven by 264 managers accumulating shares while 289 reduced their exposure.

Which institutions have been selling or reducing their EQH positions?

In the latest period, 205 funds trimmed their holdings, and 84 managers completely exited their positions. The aggregate reported sell value was $6.9B.

Are there any notable investors adding EQH to their portfolios?

Yes, buying activity remains notable. 74 institutions opened new positions in {ticker}, and 190 existing holders added to their shares. The total reported buy value for the quarter amounted to $4.7B.

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Developer Access

Access EQH's institutional ownership data programmatically:

REST API

curl https://alphasmo.com/api/v1/market/stock/EQH

CLI

npx alphasmo stocks get EQH

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