Equitable (EQH)
Combines retirement products, financial advice, and AllianceBernstein asset management under one holding company.
$52.85
vs last close+0.65 (+1.25%)
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13F · 13D/G · Form 4
| Institutions | 98.02% | 267.62M shares | |
|---|---|---|---|
| 490 holders · as of Jun 30, 2026 | |||
| Insiders | 0.58% | 1.60M shares | |
| 17 holders · as of Sep 21, 2026 | |||
| Other | 1.40% | 3.82M shares | |
| remainder | |||
273.04M company shares as of Sep 23, 2026 · institutions as of Jun 30, 2026 · holders as of their latest filing
13F, as of Jun 30, 2026
490 holders · 267.62M shares · 68 new positions · 210 increased · 215 reduced · 129 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 25.90M | 9.48% | −1.43M | Aug 7, 2026 |
| Norges Bank | 18.33M | 6.71% | +18.33Mnew | Aug 12, 2026 |
| Price T Rowe Associates Inc /MD/ | 18.19M | 6.66% | +661.3K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 13.44M | 4.92% | −1.18M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 12.70M | 4.65% | +70.4K | Aug 13, 2026 |
| Harris Associates L P | 9.49M | 3.48% | +9.46M | Aug 14, 2026 |
| State Street Corp | 9.39M | 3.44% | −2.59M | Aug 7, 2026 |
| Canada Pension Plan Investment Board | 9.11M | 3.34% | −9.11M | Aug 14, 2026 |
13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Canada Pension Plan Investment Board | 6.70% | 19.28M | 13G | Feb 17, 2026 |
| Norges Bank | 6.63% | 18.60M | 13G | May 11, 2026 |
| T. Rowe Price Associates, Inc. | 5.50% | 16.79M | 13G | Aug 14, 2025 |
| Vanguard Capital Management | 5.42% | 15.22M | 13G | Apr 29, 2026 |
| Vanguard Portfolio Management | 5.24% | 14.70M | 13G | Apr 29, 2026 |
Form 4
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Sep 21, 2026 | Bertram L. Scottdirector | Sale | 2,780 | $54.35 | 23,685 |
| Sep 17, 2026 | Craig C. MacKaydirector | Sale | 2,000 | $54.28 | 16,999 |
| Sep 4, 2026 | Nick Laneofficer: See Remarks | Sale | 14,923 | $53.24 | 110,007 |
| Sep 4, 2026 | Arlene Isaacs-Lowedirector | Sale | 1,000 | $52.83 | 19,763 |
| Aug 17, 2026 | Jeffrey J. Hurdofficer: Chief Operating Officer | Sale · 6 lots | 14,359 | $51.98 | 65,019 |
| Aug 11, 2026 | Craig C. MacKaydirector | Sale | 2,200 | $51.37 | 18,999 |
| Aug 6, 2026 | Charles G.T. Stonehilldirector | Sale | 7,500 | $51.54 | 34,357 |
| Aug 6, 2026 | Bertram L. Scottdirector | Sale | 1,466 | $51.15 | 26,465 |
| Aug 10, 2026 | William James IV Eckertofficer: Chief Accounting Officer | Sale | 947 | $52.88 | 8,419 |
| Jul 20, 2026 | Mark Pearsondirector, officer: President and CEO | Sale · 2 lots | 39,700 | $48.54 | 753,403 |
House and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Michael McCaul · TX10 | Purchase | $50,001 – $100,000 | Spouse | Mar 2, 2026 | Apr 10, 2026 |