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, PA35.6MShares$1.86 Billion0.03% of portfolio
-
Black Rock Inc. New York, NY26.3MShares$1.37 Billion0.02% of portfolio
-
Price T Rowe Associates Inc Baltimore, MD21.3MShares$1.11 Billion0.12% of portfolio
-
Canada Pension Plan Investment Board Toronto Ontario, A619MShares$991 Million0.92% of portfolio
-
Norges Bank Oslo, Q814.2MShares$738 Million0.09% of portfolio
-
State Street Corp Boston, MA13MShares$679 Million0.02% of portfolio
-
Richard Pzena Pzena Investment Management LLC8.19MShares$427 Million1.36% of portfolio
-
Invesco Ltd. Atlanta, GA8.09MShares$421 Million0.07% of portfolio
-
First Trust Advisors LP Wheaton, IL7.84MShares$408 Million0.34% of portfolio
-
Geode Capital Management, LLC Boston, MA5.63MShares$293 Million0.02% 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 |
|---|---|---|---|---|---|
| Date | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
|
Mar 17
2025
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,666
-2.94%
|
$339,966
$51.7 P/Share
|
|
Mar 14
2025
|
Nick Lane |
SELL
Open market or private sale
|
Direct |
5,000
-1.75%
|
$255,000
$51.17 P/Share
|
|
Mar 14
2025
|
Nick Lane |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+3.35%
|
$115,000
$23.18 P/Share
|
|
Mar 14
2025
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-1.28%
|
$1,530,000
$51.31 P/Share
|
|
Mar 14
2025
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+2.49%
|
$460,000
$23.18 P/Share
|
|
Mar 12
2025
|
Jeffrey J Hurd Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
228
+0.2%
|
-
|
|
Mar 12
2025
|
Seth P Bernstein Officer |
BUY
Grant, award, or other acquisition
|
Direct |
89
+0.09%
|
-
|
|
Mar 12
2025
|
Nick Lane |
BUY
Grant, award, or other acquisition
|
Direct |
258
+0.19%
|
-
|
|
Mar 12
2025
|
Robin M Raju Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
255
+0.17%
|
-
|
|
Mar 12
2025
|
Jose Ramon Gonzalez Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
123
+0.14%
|
-
|
|
Mar 12
2025
|
William James Iv Eckert Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
41
+0.17%
|
-
|
|
Mar 12
2025
|
Mark Pearson President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
1,090
+0.14%
|
-
|
|
Feb 28
2025
|
Jose Ramon Gonzalez Chief Legal Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
23,309
-11.94%
|
$1,281,995
$55.02 P/Share
|
|
Feb 28
2025
|
Jose Ramon Gonzalez Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
30,658
+22.36%
|
-
|
|
Feb 28
2025
|
Seth P Bernstein Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
19,035
-8.57%
|
$1,046,925
$55.02 P/Share
|
|
Feb 28
2025
|
Seth P Bernstein Officer |
BUY
Grant, award, or other acquisition
|
Direct |
25,549
+17.89%
|
-
|
|
Feb 28
2025
|
Robin M Raju Chief Financial Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
36,841
-11.52%
|
$2,026,255
$55.02 P/Share
|
|
Feb 28
2025
|
Robin M Raju Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
43,432
+20.1%
|
-
|
|
Feb 28
2025
|
William James Iv Eckert Chief Accounting Officer |
SELL
Payment of exercise price or tax liability
|
Direct |
8,426
-16.18%
|
$463,430
$55.02 P/Share
|
|
Feb 28
2025
|
William James Iv Eckert Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
11,114
+27.42%
|
-
|
Last 12 Months Summary
| Grant, award, or other acquisition | 723K shares |
|---|---|
| Exercise of conversion of derivative security | 323K shares |
| Open market or private sale | 583K shares |
|---|---|
| Payment of exercise price or tax liability | 401K shares |