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Equitable Holdings, Inc. (EQH) institutional ownership

Latest close $48.75 Jul 22, 2026
Market cap$15.1B 52-week range SectorFinancial Services
Funds holding · Q1 2026
545
reported EQH position changes
Top owners · Q1 2026
No disclosed owners are available.
Institutional activity · Q1 2026
Activity unavailable N/A
257 buyers · 288 sellers

Equitable Holdings, Inc. (EQH) price and institutional activity

Dates

Q1 2026

$0 bought by 257 investors
Diamond Hill Capital Management IncBank of Montreal +255 more
$0 sold by 288 investors
NorgesBoston Partners +286 more
Bought Sold Totals per quarter; hover a bar for the names.

Equitable Holdings, Inc. (EQH) institutional activity · 545

Investor Type Est. change Change Δ Own Date
Norges · Exited
Change −11.6M Δ Own −100.0% Date Q1 2026
Norges Exited· Q1 2026 −11.6M −100.0% Q1 2026
Boston Partners · Exited
Change −3.6M Δ Own −100.0% Date Q1 2026
Boston Partners Exited· Q1 2026 −3.6M −100.0% Q1 2026
Capital International Investors · Reduced
Change −3.1M Date Q1 2026
Capital International Investors Reduced· Q1 2026 −3.1M Q1 2026
Diamond Hill Capital Management Inc · Added
Change +2.9M Date Q1 2026
Diamond Hill Capital Management Inc Added· Q1 2026 +2.9M Q1 2026
Bank of Montreal · Added
Change +2.5M Date Q1 2026
Bank of Montreal Added· Q1 2026 +2.5M Q1 2026
Citadel Advisors LLC Added· Q1 2026 +2.1M +197.6% Q1 2026
First Trust Advisors LP · Reduced
Change −2.0M Date Q1 2026
First Trust Advisors LP Reduced· Q1 2026 −2.0M Q1 2026
Marshall Wace, LLP · New
Change +2.0M Date Q1 2026
Marshall Wace, LLP New· Q1 2026 +2.0M Q1 2026
Jane Street Group, LLC · Added
Change +1.5M Date Q1 2026
Jane Street Group, LLC Added· Q1 2026 +1.5M Q1 2026
Millennium Management LLC · Added
Change +1.5M Date Q1 2026
Millennium Management LLC Added· Q1 2026 +1.5M Q1 2026
Federated Hermes, Inc. · Reduced
Change −1.3M Date Q1 2026
Federated Hermes, Inc. Reduced· Q1 2026 −1.3M Q1 2026
Nordea Investment Management AB · Reduced
Change −1.3M Date Q1 2026
Nordea Investment Management AB Reduced· Q1 2026 −1.3M Q1 2026
Allspring Global Investments Holdings, LLC · Reduced
Change −1.2M Date Q1 2026
Allspring Global Investments Holdings, LLC Reduced· Q1 2026 −1.2M Q1 2026
Goldman Sachs Group Inc · Added
Change +1.1M Date Q1 2026
Goldman Sachs Group Inc Added· Q1 2026 +1.1M Q1 2026
Invesco Ltd. · Reduced
Change −1.1M Δ Own −23.2% Date Q1 2026
Invesco Ltd. Reduced· Q1 2026 −1.1M −23.2% Q1 2026
Data through Q1 2026 · filed Jun 3, 2026
15 of 545

Famous investor activity in Equitable Holdings, Inc. (EQH)

Equitable Holdings, Inc. (EQH) insider trading

Company insiders, action and economics first; trade and filed dates last.
Dates
Insider Title Type Price Qty Value Owned ΔOwn Trade date Filed date
Pearson Mark · Director 2 operations −$1.9M
Price $48.54–$49.19 Qty −40K Owned 753K ΔOwn −5.0% Trade date Jul 20, 2026 Filed date Jul 21, 2026
Pearson Mark Director 2 operations $48.54–$49.19 −40K −$1.9M 753K −5.0% Jul 20, 2026 Jul 21, 2026
Pearson Mark · Director 2 operations 0
Price $23.18 Owned 0 Trade date Jul 20, 2026 Filed date Jul 21, 2026
Pearson Mark Director 2 operations $23.18 0 0 Jul 20, 2026 Jul 21, 2026
Hurd Jeffrey J. · Officer 4 operations −$702K
Price $48.01–$49.03 Qty −14K Owned 70K ΔOwn −17.1% Trade date Jul 15, 2026 Filed date Jul 17, 2026
Hurd Jeffrey J. Officer 4 operations $48.01–$49.03 −14K −$702K 70K −17.1% Jul 15, 2026 Jul 17, 2026
Hurd Jeffrey J. · Officer 2 operations 0
Price $21.34 Owned 9K Trade date Jul 15, 2026 Filed date Jul 17, 2026
Hurd Jeffrey J. Officer 2 operations $21.34 0 9K Jul 15, 2026 Jul 17, 2026
Pearson Mark · Director Sell −$1.8M
Price $45.28 Qty −40K Owned 766K ΔOwn −4.9% Trade date Jun 18, 2026 Filed date Jun 23, 2026
Pearson Mark Director Sell $45.28 −40K −$1.8M 766K −4.9% Jun 18, 2026 Jun 23, 2026
Pearson Mark · Director 2 operations 0
Price $23.18 Owned 27K Trade date Jun 18, 2026 Filed date Jun 23, 2026
Pearson Mark Director 2 operations $23.18 0 27K Jun 18, 2026 Jun 23, 2026
Hurd Jeffrey J. · Officer 2 operations −$648K
Price $45.11–$45.11 Qty −14K Owned 75K Trade date Jun 15, 2026 Filed date Jun 18, 2026
Hurd Jeffrey J. Officer 2 operations $45.11–$45.11 −14K −$648K 75K Jun 15, 2026 Jun 18, 2026
Hurd Jeffrey J. · Officer 2 operations 0
Price $21.34 Owned 19K Trade date Jun 15, 2026 Filed date Jun 18, 2026
Hurd Jeffrey J. Officer 2 operations $21.34 0 19K Jun 15, 2026 Jun 18, 2026
Eckert William James IV · Officer Sell −$259K
Price $41.83 Qty −6K Owned 9K Trade date Jun 10, 2026 Filed date Jun 10, 2026
Eckert William James IV Officer Sell $41.83 −6K −$259K 9K Jun 10, 2026 Jun 10, 2026
Meyers Kurt · Officer Grant (A) 250
Owned 35K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Meyers Kurt Officer Grant (A) 250 35K Jun 8, 2026 Jun 10, 2026
Raju Robin M. · CFO Grant (A) 406
Owned 186K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Raju Robin M. CFO Grant (A) 406 186K Jun 8, 2026 Jun 10, 2026
Bernstein Seth P. · Officer Grant (A) 131
Owned 56K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Bernstein Seth P. Officer Grant (A) 131 56K Jun 8, 2026 Jun 10, 2026
Lane Nick · Officer Grant (A) 398
Owned 125K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Lane Nick Officer Grant (A) 398 125K Jun 8, 2026 Jun 10, 2026
Hurd Jeffrey J. · Officer Grant (A) 344
Owned 80K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Hurd Jeffrey J. Officer Grant (A) 344 80K Jun 8, 2026 Jun 10, 2026
Pearson Mark · Director Grant (A) 2K
Owned 778K Trade date Jun 8, 2026 Filed date Jun 10, 2026
Pearson Mark Director Grant (A) 2K 778K Jun 8, 2026 Jun 10, 2026
15 of 123
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Equitable Holdings, Inc. (EQH) activist and large shareholders

Dates
Owner/Filer identity Shares reported % of shares outstanding Filing date
Vanguard Group Inc 38.0M
% of shares outstanding 11.2% Filing date Feb 13, 2024
Vanguard Group Inc 38.0M 11.2% Feb 13, 2024
BlackRock Inc. 32.8M
% of shares outstanding 9.7% Filing date Jan 24, 2024
BlackRock Inc. 32.8M 9.7% Jan 24, 2024
Pzena Investment Management LLC 26.8M
% of shares outstanding 7.9% Filing date Feb 8, 2024
Pzena Investment Management LLC 26.8M 7.9% Feb 8, 2024
Norges Bank 18.6M
% of shares outstanding 6.6% Filing date May 11, 2026
Norges Bank 18.6M 6.6% May 11, 2026
T. Rowe Price Associates 20.8M
% of shares outstanding 6.6% Filing date Nov 14, 2024
T. Rowe Price Associates 20.8M 6.6% Nov 14, 2024
Vanguard Capital Management 15.2M
% of shares outstanding 5.4% Filing date Apr 29, 2026
Vanguard Capital Management 15.2M 5.4% Apr 29, 2026
Canada Pension Plan Investment Board 18.2M
% of shares outstanding 5.4% Filing date Feb 14, 2024
Canada Pension Plan Investment Board 18.2M 5.4% Feb 14, 2024
Vanguard Portfolio Management 14.7M
% of shares outstanding 5.2% Filing date Apr 29, 2026
Vanguard Portfolio Management 14.7M 5.2% Apr 29, 2026
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Equitable Holdings, Inc. (EQH) ownership FAQ

Who owns EQH?

545 reporting institutions disclosed EQH position changes in the Q1 2026 snapshot.

How is institutional activity calculated?

For each manager, WhoBought compares accepted consecutive 13F share counts. Share change is current shares minus prior shares. Estimated dollar change is that signed share change multiplied by the split-adjusted quarter-mean close. The activity table on this page uses Q1 2026.

What are activist and large shareholder filings?

An investor crossing 5% of a share class generally files Schedule 13D for activist intent or Schedule 13G for a passive position. The technical form names appear here rather than in the activity rows.

Where does this data come from?

Ownership and institutional activity come from SEC Form 13F filings. Insider activity comes from SEC Form 4, and large-shareholder activity from SEC Schedules 13D and 13G. FMP supplies price data only. Company logos use the local verified Parqet cache with one shared fallback.

Why are ownership reports delayed?

Form 13F is a quarterly disclosure and is normally filed after the quarter ends. Every ownership and activity value therefore names its represented period; it is not presented as a live position.

How are missing table values shown?

A muted dash marks a missing table value. It means the filing omitted the value, comparable data is unavailable, or no prior position exists for comparison.