Company Analysis

Equitable Holdings, Inc. (EQH)

NYSE: EQH · Insurance Agents, Brokers & Service · New York, NY · filing with the SEC since 2005
Grade4.5
◀ Past 6.0● Present 4.7▶ Future 3.0

Who owns Equitable Holdings, Inc.

As filed with the SEC
Holders of 5% or more
3
T. Rowe Price Associates, Inc. holds 6.7% of COMMON STOCK, as its SCHEDULE 13G/A filed Aug 14, 2026 says.
Directors and officers
17
report now, of 28 people on the record since 2018. Their holdings as a group are not read here.
Institutions as a whole
n/a
The record does not read the share held by managers that file Form 13F, so none is printed and no split of the rest is estimated. What it holds is the 3 named at left.
Holders of 5% or moreshare of the class, as filed
T. Rowe Price Associates, Inc.
SCHEDULE 13G/A · filed Aug 14, 2026 · COMMON STOCK · 5.5% in Aug 14, 2025
6.7%
Norges Bank
6.63%
Vanguard Capital Management
5.42%
Vanguard Portfolio Management
SCHEDULE 13G/A · filed Jul 31, 2026 · Common Stock · reported falling below 5%, from 5.24% in Apr 29, 2026
under 5%
Canada Pension Plan Investment Board
SCHEDULE 13G/A · filed Aug 14, 2026 · Common Stock · reported falling below 5%, from 6.7% in Feb 17, 2026
under 5%
Pzena Investment Management LLC
SCHEDULE 13G · filed Jan 30, 2025 · Common Stock · reported falling below 5%, from 5.2% in Oct 22, 2024
under 5%
The Vanguard Group
SCHEDULE 13G/A · filed Mar 26, 2026 · Common Stock · reported falling below 5%
under 5%
What EQH reports owning in othersstakes of 5% or more, and other ties
Alliancebernstein L.P.
SCHEDULE 13D/A · filed Jul 14, 2025 · Units of Limited Partnership Interest
68.2%
AB Private Lending Fund
SCHEDULE 13G/A · filed Aug 14, 2026 · Class I Common Shares of Beneficial Interest
66.7%
Rivernorth Opportunities Fund, Inc.
SCHEDULE 13G · filed Oct 9, 2026 · Series B Mandatory Redeemable Preferred Shares
47%
Calamos Strategic Total Return CSQ
SCHEDULE 13G · filed Sep 11, 2026 · Series H Mandatory Redeemable Preferred Shares
19.9%
AllianceBernstein Holding, L.P. AB
SCHEDULE 13D/A · filed Jul 14, 2025 · Units of Limited Partnership Interest · reported falling below 5%
under 5%
Other ties the annual report names
Alliance Bernstein
An entity · legal entity · owns, named in the 10-K filed Feb 25, 2026

144 subsidiaries in 28 countries, from the list filed with the 10-K filed Feb 25, 2026. Its Form 13F-HR for Jun 30, 2026 lists 1,799 holdings. The record carries no value for them.

Insider tradesForm 4
65sales
1purchases
53sales on a scheduled plan
8people selling
$30.8Msold, in dollars
$0bought, in dollars
Open-market trades on Form 4 from Sep 30, 2025 to Sep 30, 2026. A scheduled plan is a selling program set in advance under SEC rule 10b5-1. The trades are listed as filed and do not feed the grade.
By calendar yearSoldBought
181920212223242526
2026 runs to Sep 30, 2026. Dollars as filed, summed by the transaction date.
People who traded in the window9 of 29 on the roster
PersonRole as filedSalesSoldOn a planBuysBought
Pearson MarkPresident and CEO15$17.8M150$0
Lane NickReporting person's title is President of Equitable Financial.14$6.0M130$0
Hurd Jeffrey JChief Operating Officer25$5.1M250$0
Eckert William James IVChief Accounting Officer4$800,00000$0
Stonehill Charles G.T.director1$400,00000$0
Scott Bertram Ldirector3$300,00000$0
Mackay Craig Cdirector2$200,00000$0
Isaacs-Lowe Arlenedirector1$100,00000$0
Hondal Francisdirector0$001$0
SI Assistanton EQH · research, not advice