Axa Equitable Holdings Inc (EQH) Ownership

46.73 ↑0.13 (0.28%)

As of December 31, 1969, 7:00pm EST.

Institutions
Mutual Funds

Institutional Ownership

Vanguard Group Inc is the biggest individual institutional holder of Axa Equitable Holdings Inc (EQH), owning a total of 36.4 million shares. Combined, the top 34 institutional holders of EQH own 89.95% of the company with a total of 288.3 million shares.

In the latest ownership report on June 30th 2024, the top 34 institutional holders decreased their combined ownership of EQH by 26.4 million shares. 5 institutions bought 4,586,684 total additional shares and increased their ownership by an average of 40.79%. However 15 institutions sold 30,955,305 total shares and decreased their ownership by an average of 13.39%.

Overall this is a negative sign as the number of shares owned by the top 20 institutional holders of Axa Equitable Holdings decreased by a net total of -26,368,621 in the latest quarter.

Institution Ownership Chart

Latest Institutional Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.526%	-2.872%	36,359,684	-1,074,992	2024-06-30
BlackRock Inc	8.345%	-17.816%	26,326,279	-5,706,948	2024-06-30
T. Rowe Price Associates, Inc.	6.681%	-18.221%	21,075,741	-4,695,722	2024-06-30
Canada Pension Plan Investment Board	5.913%	-0.807%	18,652,997	-151,688	2024-06-30
Pzena Investment Management, LLC	5.910%	-26.374%	18,642,684	-6,677,949	2024-06-30
NORGES BANK	4.893%	-15.275%	15,434,509	-2,782,600	2024-06-30
State Street Corp	4.006%	-4.580%	12,638,665	-606,670	2024-06-30
Amvescap Plc.	2.297%	-6.570%	7,245,646	-509,531	2024-06-30
Geode Capital Management, LLC	2.189%	2.468%	6,905,830	166,327	2024-06-30
HSBC Holdings PLC	2.168%	-6.543%	6,840,185	-478,895	2024-06-30
First Trust Advisors L.P.	2.084%	-7.801%	6,574,101	-556,237	2024-06-30
Conifer Management, LLC	1.902%	-12.460%	6,000,000	-854,000	2024-06-30
Morgan Stanley - Brokerage Accounts	1.898%	1.192%	5,988,836	70,538	2024-06-30
Viking Global Investors LP	1.857%	184.832%	5,859,547	3,802,356	2024-06-30
Wellington Management Company LLP	1.697%	-27.481%	5,352,195	-2,028,241	2024-06-30
Thornburg Investment Management Inc	1.670%	0.000%	5,267,993	0	2024-06-30
Sessa Capital IM LP	1.584%	-3.478%	4,995,719	-180,000	2024-06-30
Massachusetts Financial Services Company	1.567%	-47.981%	4,943,718	-4,559,997	2024-06-30
Dimensional Fund Advisors, Inc.	1.295%	15.235%	4,083,650	539,904	2024-06-30
Bank of New York Mellon Corp	1.181%	0.203%	3,724,092	7,559	2024-06-30
Northern Trust Corp	1.107%	-2.551%	3,508,515	-91,835	2024-06-30

Top Institutions

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Group Inc	11.526%	-2.872%	36,359,684	-1,074,992	2024-06-30
BlackRock Inc	8.345%	-17.816%	26,326,279	-5,706,948	2024-06-30
T. Rowe Price Associates, Inc.	6.681%	-18.221%	21,075,741	-4,695,722	2024-06-30
Canada Pension Plan Investment Board	5.913%	-0.807%	18,652,997	-151,688	2024-06-30
Pzena Investment Management, LLC	5.910%	-26.374%	18,642,684	-6,677,949	2024-06-30
NORGES BANK	4.893%	-15.275%	15,434,509	-2,782,600	2024-06-30
State Street Corporation	4.142%	-2.245%	13,245,335	-304,121	2024-03-31
State Street Corp	4.006%	-4.580%	12,638,665	-606,670	2024-06-30
Amvescap Plc.	2.297%	-6.570%	7,245,646	-509,531	2024-06-30
Geode Capital Management, LLC	2.189%	2.468%	6,905,830	166,327	2024-06-30
HSBC Holdings PLC	2.168%	-6.543%	6,840,185	-478,895	2024-06-30
First Trust Advisors L.P.	2.084%	-7.801%	6,574,101	-556,237	2024-06-30
Thrivent Financial For Lutherans	1.763%	7.882%	6,275,967	458,522	2022-12-31
Conifer Management, LLC	1.902%	-12.460%	6,000,000	-854,000	2024-06-30
Morgan Stanley - Brokerage Accounts	1.898%	1.192%	5,988,836	70,538	2024-06-30
Viking Global Investors LP	1.857%	184.832%	5,859,547	3,802,356	2024-06-30
Wellington Management Company LLP	1.697%	-27.481%	5,352,195	-2,028,241	2024-06-30
Thornburg Investment Management Inc	1.670%	0.000%	5,267,993	0	2024-06-30
Goldman Sachs Group Inc	1.608%	105.105%	5,229,396	2,679,783	2023-12-31
Sessa Capital IM LP	1.584%	-3.478%	4,995,719	-180,000	2024-06-30
Massachusetts Financial Services Company	1.567%	-47.981%	4,943,718	-4,559,997	2024-06-30
CI Investments Inc	1.378%	-15.748%	4,826,489	-902,114	2023-03-31
Samlyn Capital, LLC	1.204%	13.360%	4,393,359	517,783	2022-09-30
FMR Inc	1.209%	-10.786%	4,303,303	-520,242	2022-12-31
Dimensional Fund Advisors, Inc.	1.295%	15.235%	4,083,650	539,904	2024-06-30
Ensign Peak Advisors Inc	1.093%	3.255%	4,044,150	127,468	2022-06-30
Neuberger Berman Group LLC	1.073%	24.325%	3,917,357	766,449	2022-09-30
Bank of New York Mellon Corp	1.181%	0.203%	3,724,092	7,559	2024-06-30
Citadel Advisors Llc	1.093%	297.911%	3,698,402	2,768,947	2023-06-30
Northern Trust Corp	1.107%	-2.551%	3,508,515	-91,835	2024-06-30
Hotchkis & Wiley Capital Management LLC	1.013%	-0.728%	3,341,032	-24,500	2023-09-30
Fidelity International Ltd	0.890%	-5.246%	2,934,345	-162,455	2023-12-31
ClearBridge Advisors, LLC	0.863%	-16.343%	2,921,487	-570,736	2023-09-30
Nuveen Asset Management, LLC	0.854%	-24.495%	2,731,902	-886,269	2024-03-31

Mutual Fund Ownership

Vanguard Instl Ttl Stck Mkt Idx Tr is the biggest individual fund holder of Axa Equitable Holdings Inc (EQH), owning a total of 11.2 million shares. Combined, the top 32 mutual fund holders of EQH own 44.02% of the company with a total of 142.5 million shares.

In the latest ownership report on October 31st 2024, the top 32 fund holders increased their combined ownership of EQH by 109 thousand shares. 1 funds bought 2,780 total additional shares and increased their ownership by an average of 0.05%. However 1 funds sold 112,200 total shares and decreased their ownership by an average of 5.24%.

Overall this is a negative sign as the number of shares owned by the top 20 mutual funds holding Axa Equitable Holdings decreased by a net total of -109,420 in the latest report.

Mutual Funds Chart

Latest Mutual Fund Ownership Changes

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
iShares Core S&P Mid-Cap ETF	3.180%	0.000%	10,030,202	0	2024-10-31
First Trust Rising Dividend Achiev ETF	1.818%	0.049%	5,734,756	2,780	2024-10-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.644%	-5.236%	2,030,649	-112,200	2024-10-31

Top Mutual Funds

Owner	Percent Owned	Percent Change	Shares Owned	Share Change	Date Reported
Vanguard Instl Ttl Stck Mkt Idx Tr	3.306%	-0.344%	11,189,094	-38,625	2023-03-31
Vanguard Total Stock Mkt Idx Inv	3.214%	-1.356%	10,138,625	-139,387	2024-09-30
iShares Core S&P Mid-Cap ETF	3.180%	0.000%	10,030,202	0	2024-10-31
Vanguard Small Cap Index	2.538%	-2.700%	8,006,321	-222,193	2024-09-30
Vanguard Windsor Investor Shares	2.302%	-0.646%	7,261,292	-47,183	2024-09-30
T. Rowe Price Equity Income	1.889%	-1.367%	5,957,413	-82,587	2024-09-30
T. Rowe Price US Lg-Cp Equity Inc Comp	1.889%	-2.097%	5,957,413	-127,587	2024-09-30
First Trust Rising Dividend Achiev ETF	1.818%	0.049%	5,734,756	2,780	2024-10-31
Vanguard Small Cap Value Index Inv	1.718%	-1.814%	5,419,814	-100,139	2024-09-30
Thornburg Investment Income Builder A	1.657%	0.000%	5,226,798	0	2024-09-30
Thornburg Investment Income Builder Sep	1.657%	0.000%	5,226,798	0	2024-09-30
Pzena Large Cap Value	1.648%	0.000%	5,197,855	0	2024-09-30
Vanguard Institutional Extnd Mkt Idx Tr	1.491%	1.041%	4,704,444	48,485	2024-09-30
Vanguard Extended Market Index Investor	1.333%	0.545%	4,630,307	25,082	2023-08-31
Vanguard Mid Cap Index Institutional	1.166%	-0.051%	3,947,300	-2,015	2023-11-30
Invesco OFI Large Cap Core	1.091%	-6.639%	3,442,487	-244,815	2024-09-30
Invesco Main Street A	1.091%	0.000%	3,442,487	0	2024-09-30
Vanguard Mid-Cap Value ETF	0.906%	-0.563%	3,224,279	-18,243	2023-05-31
Vanguard Value Index Inv	0.877%	-3.724%	3,121,547	-120,755	2023-05-31
iShares MSCI USA Quality Factor ETF	0.848%	0.044%	3,045,405	1,346	2023-04-28
MFS Mid Cap Value Equity	0.896%	-0.410%	2,825,633	-11,643	2024-09-30
MFS Mid Cap Value A	0.896%	-0.410%	2,825,633	-11,643	2024-09-30
Hartford Balanced Income Y	0.771%	-0.951%	2,610,442	-25,073	2023-09-30
SPDR® S&P MIDCAP 400 ETF Trust	0.809%	4.624%	2,552,040	112,783	2024-09-30
Neuberger Berman Long Short Instl	0.671%	6.244%	2,483,251	145,946	2022-10-31
JHancock Classic Value A	0.666%	0.000%	2,463,525	0	2022-09-30
BlackRock Equity Dividend Instl	0.702%	-0.710%	2,283,401	-16,330	2024-04-30
T. Rowe Price Equity Income Tr-A	0.624%	-4.774%	2,030,664	-101,800	2024-03-31
State St Russell Sm/Mid Cp® Indx NL Cl C	0.644%	-5.236%	2,030,649	-112,200	2024-10-31
Fidelity Extended Market Index	0.590%	1.205%	1,859,930	22,144	2024-09-30
Vanguard Selected Value Inv	0.563%	-6.088%	1,798,807	-116,607	2024-06-30
Pzena Mid Cap Value	0.570%	0.000%	1,798,807	0	2024-09-30