$EQH

$54.59 +$1.01 (1.89%) Close

$EQH Overview Financial Statements SEC Filings Executives News Red Flags Capital Raising Ownership Insider Transactions Congressional Trades

Ownership

13F as of Q2 2026 · 273.0M shares outstanding

Who owns EQH?

By type of holder

Institutions 97.1% Insiders 0.6% Everyone else 2.3%

Concentration Top 10 holders own 49.0%

BlackRock, Inc. 9.5% · Norges Bank 6.7%

Institutional ownership

97.1%

+1.0 pts vs last qtr

Institutional holders

483

-60 vs last qtr

Net shares bought

+2.8M

by institutions in Q2 2026

New / sold out

67 / 127

positions opened vs closed

How is ownership changing?

Institutions, last 8 quarters

Biggest buyers in Q2 2026

Norges Bank NEW +18.3M
Harris Associates L P +9.5M

Biggest sellers in Q2 2026

Canada Pension Plan Investment Board −9.1M
State Street Corp −2.6M

Who is planning to sell?

Notices of proposed sale, last 12 months

$28.5M

27 notices from 11 people

Shares covered

639.7K

0.23% of the company

Arranged in advance

90%

of the value is under a 10b5-1 plan

Under a 10b5-1 plan No plan

Largest proposed sellers

Mark Pearson President / ceo / director 10b5-1 $15.6M
Nick Lane Officer 10b5-1 $5.29M

Every notice on Red Flags →

A Form 144 is notice of a planned sale, not the sale itself. What insiders actually sold is on Insider Transactions.

Is your stake being diluted?

Diluted share count, FY2016–FY2025

−46.9%

−6.78% a year

Each share's claim on the business

+88.2%

grew without buying or selling a share

Spent on buybacks vs paid in stock

$8.3B vs —

over 10 fiscal years

Diluted shares, split-adjusted

Buybacks Stock-based comp

How patient are the owners?

Institutional shares by how long they've been held

5+ years67% 3–5 years3% 1–3 years8% Under 1 year22%

Quarterly turnover

20.5%

of institutional shares changed hands

Top 10 managers, median time held

5 years

Super Investors

Investment managers reporting EQH on Form 13F

Holder	Shares	% of company	Change vs last qtr	Held since	% of their book
B BlackRock, Inc.	25.9M	9.48%	−1.4M (−5.2%)	≤2021	0.0%
Shares held by quarter Peak holding31.0M (Q3'24) Change over 8 quarters−5.1M Share of the company9.480% BlackRock, Inc.'s full portfolio →
NB Norges Bank	18.3M	6.71%	NEW	Q2 '26	0.1%
Shares held by quarter Peak holding18.3M (Q2'26) Change over 8 quarters+3.6M Share of the company6.710% Norges Bank's full portfolio →

BlackRock, Inc.

25.9M

% of company

9.48%

Change vs last qtr

−1.4M (−5.2%)

Held since

≤2021

Norges Bank

18.3M

% of company

6.71%

Change vs last qtr

NEW

Held since

Q2 '26

28 more super investors behind a free account

See every manager holding Equitable Holdings, Inc., how their position has changed, and how long they've held it.

Institutional Funds

Mutual funds and ETFs reporting EQH on Form N-PORT; together they hold 43.8% of the company

Fund	Position value	Shares	% of company	% of the fund	As of
IC iShares Core S&P Mid-Cap ETF iShares Trust	$406M	9.2M	3.39%	0.33%	June 30, 2026
VT Vanguard Total Stock Market Index Fund Vanguard Index Funds	$392M	8.9M	3.27%	0.02%	June 30, 2026

iShares Core S&P Mid-Cap ETF

iShares Trust

Position value

$406M

% of company

3.39%

% of the fund

0.33%

As of

June 30, 2026

Vanguard Total Stock Market Index Fund

Vanguard Index Funds

Position value

$392M

% of company

3.27%

% of the fund

0.02%

As of

June 30, 2026

23 more funds behind a free account

See every fund holding Equitable Holdings, Inc. and how much of the fund the position is.

Insiders and 5%+ holders

From Forms 3/4/5 and Schedules 13D/G

Holder	Shares	% of company	Change vs last qtr	8 quarters	Held since	% of their book
PM Pearson Mark Insider	754.8K	0.28%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.280% Pearson Mark's insider activity →
RR Raju Robin M Insider	186.5K	0.07%	—	—	—	—
Insider holdings come from Form 3/4/5 filings, which are not quarterly. Share of the company0.070% Raju Robin M's insider activity →

Pearson Mark

Insider

754.8K

% of company

0.28%

Change vs last qtr

—

Held since

—

Raju Robin M

Insider

186.5K

% of company

0.07%

Change vs last qtr

—

Held since

—

15 more holders behind a free account

See every insider and 5%+ holder of Equitable Holdings, Inc..

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