EQHNYSEInsurance Agents, Brokers & ServiceFiscal year ends December 31Also trades as EQH.PA, EQH.PC
Equitable Holdings, Inc.
Financials through Q2 FY2026, quarter ended Jun 30, 2026Last filing: 10-Q on Aug 6, 2026
$53.17−0.04 (-0.08%)
Close on Oct 19, 2026
- Market cap
- $14.80B
- P/E (TTM)
- –
- Dividend yield
- 1.97%
Ownership
Institutional holdings as of Jun 30, 2026, from 13F filings
Held by institutions
266M
Shares held, 13F filers
Institutional holders
482
68 new, 123 sold out
Net institutional buying
3M
In Q2 2026
Insider trades, 12 months
1 buys · 61 sales
Net sold $28.53M
Shares held by institutions
Holders of more than 5%
Latest Schedule 13D (active) or 13G (passive) filed by each holder
| Holder | Shares | % of class | Filing | As of |
|---|---|---|---|---|
| BlackRock, Inc. | 32,843,336 | 9.70% | 13G (passive) amendment | Dec 31, 2023 |
| Norges Bank | 18,595,728 | 6.63% | 13G (passive) | Mar 31, 2026 |
| T. Rowe Price Associates, Inc. | 18,270,539 | 6.70% | 13G (passive) amendment | Jun 30, 2026 |
| Vanguard Capital Management | 15,216,306 | 5.42% | 13G (passive) | Mar 31, 2026 |
Top institutional holders
13F holdings as of Jun 30, 2026
| Holder | Shares | % of EQH | Value | Change | % of portfolio |
|---|---|---|---|---|---|
| BlackRock, Inc. | 25,895,739 | – | $1.14B | −1,426,021 | 0.02% |
| Norges Bank | 18,326,687 | – | $804.18M | New | 0.08% |
| Price T Rowe Associates Inc /Md/ | 18,186,798 | – | $798.04K | +661,264 | 0.08% |
| Vanguard Portfolio Management LLC | 13,443,991 | – | $589.92M | −1,181,538 | 0.03% |
| Vanguard Capital Management LLC | 12,703,293 | – | $557.42M | +70,371 | 0.01% |
| Harris Associates L P | 9,489,037 | – | $416.38M | +9,460,792 | 0.55% |
| State Street Corp | 9,388,296 | – | $411.96M | −2,592,879 | 0.01% |
| Canada Pension Plan Investment Board | 9,106,103 | – | $399.58M | −9,112,531 | 0.22% |
| Wellington Management Group Llp | 8,784,986 | – | $385.49M | +523,638 | 0.07% |
| Capital International Investors | 8,415,039 | – | $369.25M | −2,014,884 | 0.08% |
| Pzena Investment Management LLC | 5,561,804 | – | $244.05M | +1,097,457 | 0.72% |
| Geode Capital Management, LLC | 5,440,336 | – | $238.78M | −414,179 | 0.01% |
| Viking Global Investors LP | 5,398,896 | – | $236.90M | New | 0.68% |
| Thornburg Investment Management Inc | 5,142,337 | – | $225.65M | +148,132 | 2.16% |
| Bank Of Montreal /Can/ | 4,841,762 | – | $212.46M | −63,713 | 0.07% |
| Diamond Hill Capital Management Inc | 4,743,519 | – | $208.15M | −2,448,527 | 1.67% |
| Massachusetts Financial Services Co /Ma/ | 4,234,561 | – | $186.95M | +243,448 | 0.06% |
| Conifer Management, L.L.C. | 4,200,000 | – | $184.30M | – | 30.38% |
| Dimensional Fund Advisors LP | 3,865,401 | – | $169.62M | +8,684 | 0.03% |
| Castle Hook Partners LP | 3,599,539 | – | $157.95M | New | 0.72% |
Institutional buying and selling by quarter
Positions opened, added to, reduced and closed by 13F filers
| Quarter | Holders | Shares held | New / added | Reduced / closed | Shares bought | Shares sold |
|---|---|---|---|---|---|---|
| Q2 2026 | 482 | 266M | 68 / 145 | 210 / 123 | 56M | 52M |
| Q1 2026 | 543 | 262M | 85 / 188 | 207 / 85 | 56M | 44M |
| Q4 2025 | 552 | 281M | 75 / 160 | 252 / 75 | 36M | 28M |
| Q3 2025 | 563 | 275M | 65 / 180 | 231 / 78 | 21M | 43M |
| Q2 2025 | 582 | 296M | 87 / 222 | 212 / 71 | 27M | 29M |
| Q1 2025 | 574 | 299M | 98 / 215 | 193 / 51 | 33M | 34M |
| Q4 2024 | 533 | 302M | 85 / 189 | 198 / 45 | 29M | 26M |
| Q3 2024 | 504 | 300M | 64 / 208 | 156 / 48 | 47M | 28M |
| Q2 2024 | 491 | 307M | 94 / 158 | 176 / 43 | 33M | 46M |
| Q1 2024 | 447 | 321M | 72 / 124 | 191 / 45 | 18M | 31M |
| Q4 2023 | 424 | 334M | 85 / 136 | 153 / 43 | 39M | 38M |
| Q3 2023 | 386 | 333M | 49 / 124 | 150 / 41 | 13M | 25M |
Top mutual fund and ETF holders
Latest monthly portfolio reports (Form N-PORT)
| Fund | Shares | % of EQH | Value | % of fund | As of |
|---|---|---|---|---|---|
| iShares Core S&P Mid-Cap ETF | 9,243,997 | – | $405.63M | 0.33% | Jun 30, 2026 |
| Vanguard Total Stock Market Index Fund | 8,936,614 | – | $392.14M | 0.02% | Jun 30, 2026 |
| Vanguard Small-Cap Index Fund | 6,449,628 | – | $283.01M | 0.15% | Jun 30, 2026 |
| T. Rowe Price Equity Income Fund | 5,105,000 | – | $224.01M | 1.27% | Jun 30, 2026 |
| Thornburg Investment Income Builder Fund | 4,814,078 | – | $211.24M | 0.94% | Jun 30, 2026 |
| Oakmark Fund | 4,620,967 | – | $202.77M | 0.84% | Jun 30, 2026 |
| Vanguard Small-Cap Value Index Fund | 4,089,841 | – | $179.46M | 0.26% | Jun 30, 2026 |
| Vanguard Windsor Fund | 3,470,611 | – | $165.37M | 0.65% | Jul 31, 2026 |
| Vanguard Windsor Ii Fund | 3,440,191 | – | $163.93M | 0.25% | Jul 31, 2026 |
| Vanguard Extended Market Index Fund | 3,228,480 | – | $141.67M | 0.15% | Jun 30, 2026 |
| Vanguard Wellesley Income Fund | 2,718,775 | – | $119.30M | 0.25% | Jun 30, 2026 |
| American Funds Fundamental Investors | 2,134,480 | – | $93.66M | 0.05% | Jun 30, 2026 |
| VIP Mid Cap Portfolio | 1,947,300 | – | $85.45M | 0.89% | Jun 30, 2026 |
| Bridge Builder Large Cap Value Fund | 1,489,285 | – | $65.35M | 0.23% | Jun 30, 2026 |
| Capital Income Builder | 1,466,314 | – | $69.87M | 0.05% | Jul 31, 2026 |
Officers, directors and major owners
People who filed Forms 3, 4 or 5 in the last two years
| Name | Role | Shares owned | Latest filing |
|---|---|---|---|
| Mark Pearson | President and CEO, Director | 754,761 | Aug 11, 2026 |
| Nick Lane | See Remarks | 110,007 | Sep 8, 2026 |
| Jeffrey J. Hurd | Chief Operating Officer | 79,378 | Aug 18, 2026 |
| Robin M. Raju | Chief Financial Officer | 186,501 | Aug 11, 2026 |
| Kurt Meyers | Chief Legal Officer, Secretary | 35,286 | Aug 11, 2026 |
| William James Eckert IV | Chief Accounting Officer | 8,467 | Aug 11, 2026 |
| Seth P. Bernstein | See Remarks | 55,970 | Aug 11, 2026 |
| Jose Ramon Gonzalez | Chief Legal Officer | 88,556 | Aug 14, 2025 |
| Bertram L. Scott | Director | 23,685 | Sep 21, 2026 |
| Craig C. MacKay | Director | 16,999 | Sep 18, 2026 |
| Arlene Isaacs-Lowe | Director | 19,763 | Sep 4, 2026 |
| Charles G.T. Stonehill | Director | 34,357 | Aug 10, 2026 |
| Daniel G. Kaye | Director | 60,086 | May 21, 2026 |
| George Stansfield | Director | 43,227 | May 21, 2026 |
| Francis Hondal | Director | 30,331 | May 21, 2026 |
| Joan M. Lammtennant | Director | 54,788 | May 21, 2026 |
| Douglas A. Dachille | Director | 7,793 | May 21, 2026 |
Insider trades
Common stock transactions reported on Form 4, newest first
| Insider | Date | Transaction | Shares | Price | Value | Shares after |
|---|---|---|---|---|---|---|
| Bertram L. Scott Director | Sep 21, 2026 | Sale | −2,780 | $54.35 | $151.09K | 23,685 |
| Craig C. MacKay Director | Sep 17, 2026 | Sale | −2,000 | $54.28 | $108.56K | 16,999 |
| Nick Lane See Remarks | Sep 4, 2026 | Sale | −14,923 | $53.24 | $794.50K | 110,007 |
| Arlene Isaacs-Lowe Director | Sep 4, 2026 | Sale | −1,000 | $52.83 | $52.83K | 19,763 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Option exercise | +9,359 | $21.34 | $199.72K | 79,378 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −4,659 | $51.39 | $239.43K | 74,719 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −4,200 | $52.51 | $220.54K | 70,519 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −500 | $53.05 | $26.53K | 70,019 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −2,459 | $51.39 | $126.37K | 67,560 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −300 | $53.06 | $15.92K | 65,019 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 17, 2026 | Sale(10b5-1 plan) | −2,241 | $52.50 | $117.65K | 65,319 |
| Craig C. MacKay Director | Aug 11, 2026 | Sale | −2,200 | $51.37 | $113.01K | 18,999 |
| Mark Pearson President and CEO, Director | Aug 10, 2026 | Award | +1,358.69 | – | – | 754,761 |
| Kurt Meyers Chief Legal Officer, Secretary | Aug 10, 2026 | Award | +197.41 | – | – | 35,286 |
| Jeffrey J. Hurd Chief Operating Officer | Aug 10, 2026 | Award | +271.91 | – | – | 70,019 |
| Robin M. Raju Chief Financial Officer | Aug 10, 2026 | Award | +320.47 | – | – | 186,501 |
| Seth P. Bernstein See Remarks | Aug 10, 2026 | Award | +103.73 | – | – | 55,970 |
| William James Eckert IV Chief Accounting Officer | Aug 10, 2026 | Award | +47.93 | – | – | 8,467 |
| Nick Lane See Remarks | Aug 10, 2026 | Award | +314.11 | – | – | 124,930 |
| William James Eckert IV Chief Accounting Officer | Aug 10, 2026 | Sale | −947 | $52.88 | $50.08K | 8,419 |
| Charles G.T. Stonehill Director | Aug 6, 2026 | Sale | −7,500 | $51.54 | $386.55K | 34,357 |
| Bertram L. Scott Director | Aug 6, 2026 | Sale | −1,466 | $51.15 | $74.99K | 26,465 |
| Mark Pearson President and CEO, Director | Jul 20, 2026 | Sale(10b5-1 plan) | −39,564 | $48.54 | $1.92M | 753,539 |
| Mark Pearson President and CEO, Director | Jul 20, 2026 | Sale(10b5-1 plan) | −136 | $49.19 | $6.69K | 753,403 |
| Mark Pearson President and CEO, Director | Jul 20, 2026 | Option exercise | +27,200 | $23.18 | $630.50K | 793,103 |
| Jeffrey J. Hurd Chief Operating Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −7,958 | $49.01 | $390.02K | 74,748 |
| Jeffrey J. Hurd Chief Operating Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −1,400 | $48.01 | $67.21K | 82,706 |
| Jeffrey J. Hurd Chief Operating Officer | Jul 15, 2026 | Option exercise | +9,358 | $21.34 | $199.70K | 84,106 |
| Jeffrey J. Hurd Chief Operating Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −4,200 | $49.03 | $205.93K | 69,748 |
| Jeffrey J. Hurd Chief Operating Officer | Jul 15, 2026 | Sale(10b5-1 plan) | −800 | $48.02 | $38.42K | 73,948 |
| Mark Pearson President and CEO, Director | Jun 18, 2026 | Sale(10b5-1 plan) | −39,700 | $45.29 | $1.80M | 765,903 |
| Mark Pearson President and CEO, Director | Jun 18, 2026 | Option exercise | +27,200 | $23.18 | $630.50K | 805,603 |
| Jeffrey J. Hurd Chief Operating Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −5,000 | $45.11 | $225.55K | 74,748 |
| Jeffrey J. Hurd Chief Operating Officer | Jun 15, 2026 | Option exercise | +9,358 | $21.34 | $199.70K | 89,106 |
| Jeffrey J. Hurd Chief Operating Officer | Jun 15, 2026 | Sale(10b5-1 plan) | −9,358 | $45.11 | $422.14K | 79,748 |
| William James Eckert IV Chief Accounting Officer | Jun 10, 2026 | Sale | −6,200 | $41.83 | $259.35K | 9,366 |
| Kurt Meyers Chief Legal Officer, Secretary | Jun 8, 2026 | Award | +249.82 | – | – | 35,043 |
| Seth P. Bernstein See Remarks | Jun 8, 2026 | Award | +131.27 | – | – | 55,866 |
| Nick Lane See Remarks | Jun 8, 2026 | Award | +397.5 | – | – | 124,616 |
| Jeffrey J. Hurd Chief Operating Officer | Jun 8, 2026 | Award | +344.1 | – | – | 79,748 |
| William James Eckert IV Chief Accounting Officer | Jun 8, 2026 | Award | +60.66 | – | – | 15,566 |
| Mark Pearson President and CEO, Director | Jun 8, 2026 | Award | +1,719.42 | – | – | 778,403 |
| Robin M. Raju Chief Financial Officer | Jun 8, 2026 | Award | +405.56 | – | – | 186,180 |
| Bertram L. Scott Director | Jun 4, 2026 | Sale | −2,470 | $41.08 | $101.47K | 27,931 |
| Joan M. Lammtennant Director | May 20, 2026 | Award | +6,897 | $42.05 | $290.02K | 54,788 |
| Daniel G. Kaye Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 60,086 |
| Craig C. MacKay Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 21,199 |
| Arlene Isaacs-Lowe Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 20,763 |
| Bertram L. Scott Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 30,401 |
| Charles G.T. Stonehill Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 41,857 |
| Douglas A. Dachille Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 7,793 |
| Francis Hondal Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 30,331 |
| George Stansfield Director | May 20, 2026 | Award | +4,400 | $42.05 | $185.02K | 43,227 |
| Mark Pearson President and CEO, Director | May 18, 2026 | Sale(10b5-1 plan) | −39,700 | $42.60 | $1.69M | 776,683 |
| Mark Pearson President and CEO, Director | May 18, 2026 | Option exercise | +27,200 | $23.18 | $630.50K | 816,383 |
| William James Eckert IV Chief Accounting Officer | May 15, 2026 | Sale | −7,300 | $42.49 | $310.18K | 15,506 |
| Nick Lane See Remarks | May 15, 2026 | Sale(10b5-1 plan) | −4,417 | $42.45 | $187.50K | 124,218 |
| Nick Lane See Remarks | May 15, 2026 | Option exercise | +4,417 | $23.18 | $102.39K | 128,635 |
| Jeffrey J. Hurd Chief Operating Officer | May 15, 2026 | Option exercise | +9,358 | $21.34 | $199.70K | 93,761 |
| Jeffrey J. Hurd Chief Operating Officer | May 15, 2026 | Sale(10b5-1 plan) | −5,000 | $42.45 | $212.25K | 79,403 |
Awards, option exercises, tax withholding and gifts are shown alongside open-market buys and sales. Each name links to the filing on SEC EDGAR.
Planned insider sales
Notices of proposed sale filed on Form 144 before shares are sold
| Seller | Filed | Shares | Market value | Planned sale | Acquired through |
|---|---|---|---|---|---|
| L. Scott Bertram Director | Sep 21, 2026 | 2,780 | $151.09K | Sep 21, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Mackay Craig Director | Sep 17, 2026 | 2,000 | $108.55K | Sep 17, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Lane Nick Officer | Sep 4, 2026 | 14,923 | $794.52K | Sep 4, 2026 | Restricted Stock |
| Isaacs-Lowe Arlene Director | Sep 4, 2026 | 1,000 | $52.83K | Sep 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Hurd Jeffrey Officer | Aug 17, 2026 | 14,359 | $762.32K | Aug 17, 2026 | Exercise of Stock Options |
| Mackay Craig Director | Aug 11, 2026 | 2,200 | $113.00K | Aug 11, 2026 | Restricted Stock Vesting Under a Registered Plan |
| J. Eckert William Iv Officer | Aug 10, 2026 | 947 | $50.07K | Aug 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Stonehill Charles Director | Aug 6, 2026 | 7,500 | $386.55K | Aug 6, 2026 | Restricted Stock Vesting Under a Registered Plan |
| L. Scott Bertram Director | Aug 6, 2026 | 1,466 | $74.99K | Aug 6, 2026 | Restricted Stock Vesting Under a Registered Plan |
| J. Eckert William Iv Officer | Jun 10, 2026 | 6,200 | $259.35K | Jun 10, 2026 | Restricted Stock Vesting Under a Registered Plan |
| L. Scott Bertram Director | Jun 4, 2026 | 2,470 | $101.48K | Jun 4, 2026 | Restricted Stock Vesting Under a Registered Plan |
| Pearson Mark President / CEO / Director | May 18, 2026 | 119,100 | $5.07M | May 18, 2026 | RSU |
| J. Eckert William Iv Officer | May 15, 2026 | 7,300 | $310.14K | May 15, 2026 | Restricted stock vesting under a registered plan |
| Lane Nick Officer | May 15, 2026 | 4,417 | $187.81K | May 15, 2026 | Exercise of Stock Options |
| Hurd Jeffrey Officer | May 15, 2026 | 43,074 | $1.83M | May 15, 2026 | Exercise of Stock Options |