Exploring Equitable Holdings, Inc. (EQH) Investor Profile: Who’s Buying and Why?

Exploring Equitable Holdings, Inc. (EQH) Investor Profile: Who’s Buying and Why?

US | Financial Services | Insurance - Diversified | NYSE

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Who Invests in Equitable Holdings, Inc. (EQH) and Why?

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 82.4% $15.3 billion
Retail Investors 17.6% $3.2 billion

Institutional Investor Breakdown

  • Vanguard Group: 9.7% ownership
  • BlackRock: 8.3% ownership
  • State Street Corporation: 6.5% ownership
  • Capital Research Global Investors: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 4.2%
  • Price-to-earnings ratio: 12.5
  • Projected annual growth rate: 7.3%

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 65.3%
Value Investing 22.1%
Short-term Trading 12.6%



Institutional Ownership and Major Shareholders of Equitable Holdings, Inc. (EQH)

Investor Profile and Investment Landscape

As of Q4 2023, the investor composition for the company reveals a complex investment ecosystem.

Investor Type Percentage Ownership Total Investment Value
Institutional Investors 82.4% $15.3 billion
Retail Investors 17.6% $3.2 billion

Institutional Investor Breakdown

  • Vanguard Group: 9.7% ownership
  • BlackRock: 8.3% ownership
  • State Street Corporation: 6.5% ownership
  • Capital Research Global Investors: 5.2% ownership

Investment Motivations

Key investment drivers include:

  • Dividend yield: 4.2%
  • Price-to-earnings ratio: 12.5
  • Projected annual growth rate: 7.3%

Investment Strategy Distribution

Strategy Percentage of Investors
Long-term Hold 65.3%
Value Investing 22.1%
Short-term Trading 12.6%



Key Investors and Their Influence on Equitable Holdings, Inc. (EQH)

Institutional Ownership and Major Shareholders Profile

As of Q4 2023, the institutional ownership for the company stands at 88.47%, representing significant institutional investor involvement.

Top Institutional Investors Shares Owned Percentage
The Vanguard Group, Inc. 76,453,901 12.4%
BlackRock Inc. 64,829,316 10.5%
State Street Corporation 42,716,543 6.9%

Recent Ownership Changes

  • Institutional investors increased holdings by 3.2% in last quarter
  • Net institutional purchases totaled $412 million
  • Approximately 287 institutions added new positions

Institutional Investment Metrics

Institutional investor breakdown reveals:

  • Mutual Funds: 42.6% of total institutional ownership
  • Hedge Funds: 22.3% of total institutional ownership
  • Pension Funds: 18.5% of total institutional ownership
Investor Type Total Investment Percentage
Mutual Funds $263 million 42.6%
Hedge Funds $137 million 22.3%
Pension Funds $114 million 18.5%



Market Impact and Investor Sentiment of Equitable Holdings, Inc. (EQH)

Key Investors and Their Impact

As of Q4 2023, the top institutional investors for the company include:

Investor Shares Owned Percentage of Ownership
The Vanguard Group, Inc. 52,384,563 shares 9.42%
BlackRock Inc. 47,629,184 shares 8.56%
State Street Corporation 36,215,792 shares 6.51%

Notable recent investor activities include:

  • Dimensional Fund Advisors LP increased its position by 3.7% in the last quarter
  • Goldman Sachs Group Inc. added 1,245,621 shares to its existing portfolio
  • Morgan Stanley reduced its holdings by 2.2%

Significant institutional investor movements:

Investor Net Investment Quarter Change
Geode Capital Management LLC $412.6 million +1.5%
JPMorgan Chase & Co. $387.3 million -0.9%

Insider ownership stands at 0.4%, with key executives holding 3,215,678 shares collectively.


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