EQH Institutional Ownership
Equitable Holdings, Inc.
1W: -2.3%
1M: +2.1%
3M: +10.8%
YTD: +9.7%
1Y: +7.4%
3Y: +100.8%
5Y: +98.9%
$52.64
+0.69 (+1.33%)
Weekly Expected Move ±3.2%
$49
$51
$53
$54
$56
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Institutional Ownership — EQH
609
Institutional Holders
-17 vs prior quarter
0.0%
Ownership
+0.00pp
$11B
Total Invested
69
New Positions
142
Increased
336
Reduced
122
Closed
1.50
Put/Call Ratio
Ownership Trends
Top Institutional Holders (676 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 25,895,739 | $1.4B | -1,426,021 | -5.2% | 8Q | SEC ↗ |
| 2 | NORGES BANK NEW | 18,326,687 | $965M | — | +0.0% | 1Q | SEC ↗ |
| 3 | PRICE T ROWE ASSOCIATES INC /MD | 18,186,798 | $957M | +661,264 | +3.8% | 16Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 13,443,991 | $708M | -1,181,538 | -8.1% | 2Q | SEC ↗ |
| 5 | VANGUARD CAPITAL MANAGEMENT LLC | 12,703,293 | $669M | +70,371 | +0.6% | 2Q | SEC ↗ |
| 6 | HARRIS ASSOCIATES L P | 9,489,037 | $500M | +9,460,792 | +33495.5% | 2Q | SEC ↗ |
| 7 | STATE STREET CORP | 9,388,296 | $494M | -2,592,879 | -21.6% | 26Q | SEC ↗ |
| 8 | CANADA PENSION PLAN INVESTMENT BOARD | 9,106,103 | $479M | -9,112,531 | -50.0% | 26Q | SEC ↗ |
| 9 | WELLINGTON MANAGEMENT GROUP LLP | 8,784,986 | $462M | +523,638 | +6.3% | 26Q | SEC ↗ |
| 10 | Capital International Investors | 8,415,039 | $443M | -2,014,884 | -19.3% | 9Q | SEC ↗ |
| 11 | PZENA INVESTMENT MANAGEMENT LLC | 5,561,804 | $293M | +1,097,457 | +24.6% | 26Q | SEC ↗ |
| 12 | GEODE CAPITAL MANAGEMENT, LLC | 5,440,336 | $286M | -414,179 | -7.1% | 26Q | SEC ↗ |
| 13 | VIKING GLOBAL INVESTORS LP NEW | 5,398,896 | $284M | — | +0.0% | 1Q | SEC ↗ |
| 14 | THORNBURG INVESTMENT MANAGEMENT INC | 5,142,337 | $271M | +148,132 | +3.0% | 26Q | SEC ↗ |
| 15 | BANK OF MONTREAL /CAN | 4,841,762 | $255M | -63,713 | -1.3% | 26Q | SEC ↗ |
| 16 | Diamond Hill Capital Management, LLC ( | 4,743,519 | $250M | -2,448,527 | -34.0% | 4Q | SEC ↗ |
| 17 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 4,234,561 | $223M | +243,448 | +6.1% | 26Q | SEC ↗ |
| 18 | Conifer Management, L.L.C. | 4,200,000 | $221M | — | +0.0% | 26Q | SEC ↗ |
| 19 | DIMENSIONAL FUND ADVISORS LP | 3,865,401 | $203M | +8,684 | +0.2% | 26Q | SEC ↗ |
| 20 | Castle Hook Partners LP NEW | 3,599,539 | $189M | — | +0.0% | 1Q | SEC ↗ |
| 21 | MORGAN STANLEY | 3,347,289 | $176M | +286,830 | +9.4% | 26Q | SEC ↗ |
| 22 | NORTHERN TRUST CORP | 3,261,633 | $172M | -570,249 | -14.9% | 26Q | SEC ↗ |
| 23 | Invesco Ltd. | 3,058,709 | $161M | -466,967 | -13.2% | 26Q | SEC ↗ |
| 24 | FMR LLC | 3,041,533 | $160M | +891,668 | +41.5% | 26Q | SEC ↗ |
| 25 | MARSHALL WACE, LLP | 2,779,239 | $146M | +758,146 | +37.5% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 2,656,487 | $140M | -319,537 | -10.7% | 15Q | SEC ↗ |
| 27 | Nuveen, LLC | 2,340,509 | $123M | +432,300 | +22.7% | 6Q | SEC ↗ |
| 28 | TCW GROUP INC | 2,286,057 | $120M | +657,888 | +40.4% | 20Q | SEC ↗ |
| 29 | JANE STREET GROUP, LLC | 2,263,410 | $119M | +416,992 | +22.6% | 19Q | SEC ↗ |
| 30 | Sixth Street Partners Management Compa NEW | 2,142,804 | $113M | — | +0.0% | 1Q | SEC ↗ |
| 31 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 2,142,804 | $113M | +53,034 | +2.5% | 15Q | SEC ↗ |
| 32 | Bank of New York Mellon Corp | 2,130,173 | $112M | -312,525 | -12.8% | 26Q | SEC ↗ |
| 33 | D. E. Shaw & Co., Inc. | 2,034,078 | $107M | -166,986 | -7.6% | 5Q | SEC ↗ |
| 34 | PRINCIPAL FINANCIAL GROUP INC | 2,003,499 | $105M | +47,942 | +2.5% | 25Q | SEC ↗ |
| 35 | ALGEBRIS (UK) LTD | 1,957,978 | $103M | -79,759 | -3.9% | 26Q | SEC ↗ |
| 36 | VANGUARD FIDUCIARY TRUST CO | 1,806,589 | $95M | +5,455 | +0.3% | 2Q | SEC ↗ |
| 37 | UBS Group AG | 1,791,434 | $94M | -135,916 | -7.1% | 26Q | SEC ↗ |
| 38 | NORDEA INVESTMENT MANAGEMENT AB | 1,480,717 | $78M | -1,180,400 | -44.4% | 26Q | SEC ↗ |
| 39 | CITADEL ADVISORS LLC | 1,379,294 | $73M | -1,758,063 | -56.0% | 26Q | SEC ↗ |
| 40 | Alyeska Investment Group, L.P. | 1,365,626 | $72M | +1,341,577 | +5578.5% | 2Q | SEC ↗ |
| 41 | Qube Research & Technologies Ltd NEW | 1,319,494 | $69M | — | +0.0% | 1Q | SEC ↗ |
| 42 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 1,173,049 | $62M | +1,093,883 | +1381.8% | 2Q | SEC ↗ |
| 43 | ADAGE CAPITAL PARTNERS GP, L.L.C. | 1,150,000 | $61M | +850,000 | +283.3% | 2Q | SEC ↗ |
| 44 | Woodline Partners LP | 1,080,780 | $57M | -1,149,546 | -51.5% | 3Q | SEC ↗ |
| 45 | UBS AM, a distinct business unit of UB | 1,051,605 | $55M | -1,010,277 | -49.0% | 27Q | SEC ↗ |
| 46 | CI INVESTMENTS INC. | 949,760 | $50M | -20,377 | -2.1% | 26Q | SEC ↗ |
| 47 | BANK OF AMERICA CORP /DE | 942,782 | $50M | +53,766 | +6.0% | 15Q | SEC ↗ |
| 48 | LAZARD ASSET MANAGEMENT LLC | 884,177 | $47M | -18,391 | -2.0% | 26Q | SEC ↗ |
| 49 | RENAISSANCE TECHNOLOGIES LLC NEW | 819,900 | $43M | — | +0.0% | 1Q | SEC ↗ |
| 50 | BRUNI J V & CO /CO | 766,929 | $40M | +91,467 | +13.5% | 6Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 18,326,687 | $965M |
| VIKING GLOBAL INVESTORS LP | 5,398,896 | $284M |
| Castle Hook Partners LP | 3,599,539 | $189M |
| Sixth Street Partners Management Co | 2,142,804 | $113M |
| Qube Research & Technologies Ltd | 1,319,494 | $69M |
| RENAISSANCE TECHNOLOGIES LLC | 819,900 | $43M |
| Zurich Insurance Group Ltd/FI | 754,713 | $40M |
| Caisse de depot et placement du Que | 482,997 | $25M |
| Prana Capital Management, LP | 445,828 | $23M |
| MOORE CAPITAL MANAGEMENT, LP | 345,408 | $18M |
| Hudson Bay Capital Management LP | 277,992 | $15M |
| Philadelphia Financial Management o | 226,030 | $12M |
| Jupiter Topco LLC | 162,826 | $9M |
| Y-Intercept (Hong Kong) Ltd | 156,199 | $8M |
| Kintayl Capital LP | 134,260 | $7M |
| SummitTX Capital, L.P. | 96,135 | $5M |
| LMR Partners LLP | 86,876 | $5M |
| Weiss Asset Management LP | 75,840 | $4M |
| CAPSTONE INVESTMENT ADVISORS, LLC | 70,000 | $4M |
| DRW Securities, LLC | 67,989 | $4M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Boston Partners | 3,554,613 | $187M |
| ACADIAN ASSET MANAGEMENT LLC | 1,469,425 | $77M |
| PFA Pension, Forsikringsaktieselska | 1,022,919 | $54M |
| LONDON CO OF VIRGINIA | 970,930 | $51M |
| Fiera Capital Corp | 694,016 | $37M |
| AustralianSuper Pty Ltd | 653,453 | $34M |
| Jain Global LLC | 494,548 | $26M |
| HG Vora Capital Management, LLC | 400,000 | $21M |
| ALGERT GLOBAL LLC | 279,150 | $15M |
| Vest Financial, LLC | 236,225 | $12M |
| Korea Investment CORP | 234,591 | $12M |
| Troluce Capital Advisors LLC | 200,000 | $11M |
| T. Rowe Price Investment Management | 155,366 | $8M |
| Skandinaviska Enskilda Banken AB (p | 155,305 | $8M |
| INTECH INVESTMENT MANAGEMENT LLC | 149,216 | $8M |
| DANSKE BANK A/S | 144,861 | $8M |
| Jessup Wealth Management, Inc | 143,071 | $8M |
| HRT FINANCIAL LP | 137,568 | $7M |
| TWINBEECH CAPITAL LP | 137,510 | $7M |
| FORA Capital, LLC | 134,898 | $7M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| HARRIS ASSOCIATES L P | +9,460,792 | +33495.5% | 9,489,037 |
| Alyeska Investment Group, L.P. | +1,341,577 | +5578.5% | 1,365,626 |
| PZENA INVESTMENT MANAGEMENT LLC | +1,097,457 | +24.6% | 5,561,804 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +1,093,883 | +1381.8% | 1,173,049 |
| FMR LLC | +891,668 | +41.5% | 3,041,533 |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | +850,000 | +283.3% | 1,150,000 |
| MARSHALL WACE, LLP | +758,146 | +37.5% | 2,779,239 |
| VOLORIDGE INVESTMENT MANAGEMENT, LL | +673,908 | +888.8% | 749,733 |
| PRICE T ROWE ASSOCIATES INC /MD | +661,264 | +3.8% | 18,186,798 |
| TCW GROUP INC | +657,888 | +40.4% | 2,286,057 |
| WELLINGTON MANAGEMENT GROUP LLP | +523,638 | +6.3% | 8,784,986 |
| Nuveen, LLC | +432,300 | +22.7% | 2,340,509 |
| JANE STREET GROUP, LLC | +416,992 | +22.6% | 2,263,410 |
| MORGAN STANLEY | +286,830 | +9.4% | 3,347,289 |
| MASSACHUSETTS FINANCIAL SERVICES CO | +243,448 | +6.1% | 4,234,561 |
| JPMORGAN CHASE & CO | +217,606 | +46.1% | 689,495 |
| SUSQUEHANNA INTERNATIONAL GROUP, LL | +186,806 | +172.8% | 294,892 |
| VANGUARD ASSET MANAGEMENT, Ltd | +154,228 | +27.0% | 725,081 |
| THORNBURG INVESTMENT MANAGEMENT INC | +148,132 | +3.0% | 5,142,337 |
| New York Life Investment Management | +147,561 | +415.8% | 183,046 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| CANADA PENSION PLAN INVESTMENT BOAR | -9,112,531 | -50.0% | 9,106,103 |
| STATE STREET CORP | -2,592,879 | -21.6% | 9,388,296 |
| Diamond Hill Capital Management, LL | -2,448,527 | -34.0% | 4,743,519 |
| Capital International Investors | -2,014,884 | -19.3% | 8,415,039 |
| MILLENNIUM MANAGEMENT LLC | -1,986,825 | -76.5% | 611,226 |
| CITADEL ADVISORS LLC | -1,758,063 | -56.0% | 1,379,294 |
| BlackRock, Inc. | -1,426,021 | -5.2% | 25,895,739 |
| VANGUARD PORTFOLIO MANAGEMENT LLC | -1,181,538 | -8.1% | 13,443,991 |
| NORDEA INVESTMENT MANAGEMENT AB | -1,180,400 | -44.4% | 1,480,717 |
| Woodline Partners LP | -1,149,546 | -51.5% | 1,080,780 |
| AMERIPRISE FINANCIAL INC | -1,084,193 | -67.1% | 532,551 |
| WORLDQUANT MILLENNIUM ADVISORS LLC | -1,024,514 | -99.1% | 9,060 |
| UBS AM, a distinct business unit of | -1,010,277 | -49.0% | 1,051,605 |
| FEDERATED HERMES, INC. | -760,186 | -96.5% | 27,588 |
| Amundi | -675,241 | -84.5% | 123,616 |
| AQR CAPITAL MANAGEMENT LLC | -674,027 | -66.6% | 337,278 |
| DEUTSCHE BANK AG | -655,950 | -94.0% | 41,931 |
| Legal & General Group Plc | -640,221 | -48.3% | 684,214 |
| Engineers Gate Manager LP | -637,263 | -94.3% | 38,750 |
| Robeco Institutional Asset Manageme | -622,633 | -69.0% | 279,374 |