Equitable Holdings, Inc. (EQH) Bundle
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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