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$1.96 Billion0.03% of portfolio
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Black Rock Inc. New York, NY26.3MShares$1.45 Billion0.02% of portfolio
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Price T Rowe Associates Inc Baltimore, MD21.3MShares$1.17 Billion0.12% of portfolio
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Canada Pension Plan Investment Board Toronto Ontario, A619MShares$1.05 Billion0.92% of portfolio
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Norges Bank Oslo, Q814.2MShares$779 Million0.09% of portfolio
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State Street Corp Boston, MA13MShares$717 Million0.02% of portfolio
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Wellington Management Group LLP Boston, MA8.82MShares$485 Million0.08% of portfolio
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Richard Pzena Pzena Investment Management LLC8.19MShares$451 Million1.36% of portfolio
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Invesco Ltd. Atlanta, GA8.09MShares$445 Million0.07% of portfolio
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First Trust Advisors LP Wheaton, IL7.84MShares$431 Million0.34% 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 allDate | Insider | Transaction | Ownership Type | Shares Traded | Value / Price |
---|---|---|---|---|---|
Feb 27
2025
|
Arlene Isaacs Lowe Director |
SELL
Open market or private sale
|
Direct |
1,350
-8.37%
|
$72,900
$54.4 P/Share
|
Feb 18
2025
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,666
-6.01%
|
$366,630
$55.38 P/Share
|
Feb 14
2025
|
Nick Lane |
SELL
Open market or private sale
|
Direct |
25,000
-4.33%
|
$1,350,000
$54.78 P/Share
|
Feb 14
2025
|
Nick Lane |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+3.24%
|
$115,000
$23.18 P/Share
|
Feb 14
2025
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-0.81%
|
$1,620,000
$54.91 P/Share
|
Feb 14
2025
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+2.62%
|
$460,000
$23.18 P/Share
|
Feb 13
2025
|
Seth P Bernstein Officer |
BUY
Grant, award, or other acquisition
|
Direct |
7,502
+7.21%
|
-
|
Feb 13
2025
|
William James Iv Eckert Chief Accounting Officer |
BUY
Grant, award, or other acquisition
|
Direct |
3,376
+13.82%
|
-
|
Feb 13
2025
|
Nick Lane |
BUY
Grant, award, or other acquisition
|
Direct |
22,506
+13.51%
|
-
|
Feb 13
2025
|
Mark Pearson President and CEO |
BUY
Grant, award, or other acquisition
|
Direct |
94,524
+11.54%
|
-
|
Feb 13
2025
|
Robin M Raju Chief Financial Officer |
BUY
Grant, award, or other acquisition
|
Direct |
22,506
+13.53%
|
-
|
Feb 13
2025
|
Jose Ramon Gonzalez Chief Legal Officer |
BUY
Grant, award, or other acquisition
|
Direct |
9,003
+9.74%
|
-
|
Feb 13
2025
|
Jeffrey J Hurd Chief Operating Officer |
BUY
Grant, award, or other acquisition
|
Direct |
18,755
+14.46%
|
-
|
Jan 15
2025
|
Nick Lane |
SELL
Open market or private sale
|
Direct |
25,000
-5.88%
|
$1,275,000
$51.77 P/Share
|
Jan 15
2025
|
Nick Lane |
BUY
Exercise of conversion of derivative security
|
Direct |
5,000
+3.3%
|
$115,000
$23.18 P/Share
|
Jan 15
2025
|
Mark Pearson President and CEO |
SELL
Open market or private sale
|
Direct |
30,000
-1.53%
|
$1,530,000
$51.78 P/Share
|
Jan 15
2025
|
Mark Pearson President and CEO |
BUY
Exercise of conversion of derivative security
|
Direct |
20,000
+1.5%
|
$440,000
$22.26 P/Share
|
Jan 15
2025
|
Jeffrey J Hurd Chief Operating Officer |
SELL
Open market or private sale
|
Direct |
6,666
-6.74%
|
$359,964
$54.65 P/Share
|
Dec 23
2024
|
William James Iv Eckert Chief Accounting Officer |
SELL
Open market or private sale
|
Direct |
1,700
-8.77%
|
$78,200
$46.68 P/Share
|
Dec 18
2024
|
Nick Lane |
SELL
Open market or private sale
|
Direct |
25,000
-2.66%
|
$1,125,000
$45.69 P/Share
|
Last 12 Months Summary
Grant, award, or other acquisition | 228K shares |
---|---|
Exercise of conversion of derivative security | 318K shares |
Open market or private sale | 589K shares |
---|