Equitable Holdings, Inc. EQH
We take great care to ensure that the data presented and summarized in this overview for Equitable Holdings, Inc. is accurate and up-to-date, based on a comprehensive analysis of 13F filing forms for institutional ownership and form 4 filings for insider transactions. Please note that this data may differ from other sources and should not be relied upon as the sole basis for investment decisions.
Top Institutions Holding EQH
View all-
Vanguard Group Inc Valley Forge, PA32.1MShares$1.44 Billion0.03% of portfolio
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Black Rock Inc. New York, NY26.3MShares$1.18 Billion0.02% of portfolio
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Canada Pension Plan Investment Board Toronto Ontario, A617.5MShares$783 Million0.68% of portfolio
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Price T Rowe Associates Inc Baltimore, MD16.1MShares$721 Million0.09% of portfolio
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Wellington Management Group LLP Boston, MA12.4MShares$554 Million0.12% of portfolio
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State Street Corp Boston, MA12.3MShares$549 Million0.02% of portfolio
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Capital International Investors Los Angeles, CA11MShares$492 Million0.09% of portfolio
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Geode Capital Management, LLC Boston, MA6.38MShares$285 Million0.02% of portfolio
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Thornburg Investment Management Inc4.87MShares$218 Million3.54% of portfolio
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Invesco Ltd. Atlanta, GA4.71MShares$211 Million0.04% of portfolio
Latest Institutional Activity in EQH
Top Purchases
Top Sells
About EQH
Equitable Holdings, Inc., together with its consolidated subsidiaries, operates as a diversified financial services company worldwide. The company operates through four segments: Individual Retirement, Group Retirement, Investment Management and Research, and Protection Solutions. The Individual Retirement segment offers a suite of variable annuity products primarily to affluent and high net worth individuals. The Group Retirement segment provides tax-deferred investment and retirement services or products to plans sponsored by educational entities, municipalities, and not-for-profit entities, as well as small and medium-sized businesses. The Investment Management and Research segment offers diversified investment management, research, and related solutions to various clients through institutional, retail, and private wealth management channels; and distributes its institutional research products and solutions. The Protection Solutions segment provides various variable universal life, indexed universal life, and term life products to help affluent and high net worth individuals, as well as small and medium-sized business owners; and a suite of life, short- and long-term disability, dental, and vision insurance products to small and medium-size businesses. The company was formerly known as AXA Equitable Holdings, Inc. and changed its name to Equitable Holdings, Inc. in January 2020. Equitable Holdings, Inc. was founded in 1859 and is based in New York, New York.
Insider Transactions at EQH
Insider Transaction List
View all| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|---|---|---|---|---|---|
|
Jan 20
2026
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
39,700
-2.89%
|
$1,826,200
$46.44 P/Share
|
|
Jan 20
2026
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
27,200
+3.78%
|
$625,600
$23.18 P/Share
|
|
Jan 15
2026
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,790
-10.98%
|
$319,130
$47.65 P/Share
|
|
Jan 15
2026
|
Nick Lane Officer |
SELL
Open market or private sale
|
Direct |
30,000
-8.38%
|
$1,410,000
$47.65 P/Share
|
|
Jan 15
2026
|
Nick Lane Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+7.15%
|
$230,000
$23.18 P/Share
|
|
Dec 18
2025
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
39,700
-5.63%
|
$1,865,900
$47.88 P/Share
|
|
Dec 18
2025
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
27,200
+3.71%
|
$625,600
$23.18 P/Share
|
|
Dec 18
2025
|
Nick Lane Officer |
SELL
Open market or private sale
|
Direct |
30,000
-7.17%
|
$1,410,000
$47.87 P/Share
|
|
Dec 18
2025
|
Nick Lane Officer |
BUY
Exercise of conversion of derivative security
|
Direct |
10,000
+6.25%
|
$230,000
$23.18 P/Share
|
|
Dec 15
2025
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,790
-9.9%
|
$325,920
$48.35 P/Share
|
|
Dec 10
2025
|
William James Iv Eckert Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
4,300
-21.58%
|
$202,100
$47.27 P/Share
|
|
Dec 01
2025
|
Robin M Raju Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
329
+0.23%
|
-
|
|
Dec 01
2025
|
William James Iv Eckert Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
53
+0.27%
|
-
|
|
Dec 01
2025
|
Kurt Meyers Chief Legal Officer, Secretary |
BUY
Grant, award, or other acquisition
|
Direct |
163
+0.74%
|
-
|
|
Dec 01
2025
|
Mark Pearson President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
1,405
+0.21%
|
-
|
|
Dec 01
2025
|
Seth P Bernstein Officer |
BUY
Grant, award, or other acquisition
|
Direct |
115
+0.26%
|
-
|
|
Dec 01
2025
|
Nick Lane Officer |
BUY
Grant, award, or other acquisition
|
Direct |
333
+0.24%
|
-
|
|
Dec 01
2025
|
Jeffrey J Hurd Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
294
+0.43%
|
-
|
|
Nov 18
2025
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
39,700
-2.79%
|
$1,707,100
$43.32 P/Share
|
|
Nov 18
2025
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
27,200
+3.66%
|
$625,600
$23.18 P/Share
|
Last 12 Months Summary
| Grant, award, or other acquisition | 716K shares |
|---|---|
| Exercise of conversion of derivative security | 349K shares |
| Open market or private sale | 706K shares |
|---|---|
| Payment of exercise price or tax liability | 401K shares |