Equitable
- Market cap
- 14.52B
- P/E (TTM)i
- -16.18
- P/Bi
- -7.84
- EPSi
- -4.83
- Div yieldi
- 2.09%
- 52W posi
- 90%
Anonymous reader poll. Unscientific, not investment advice.
✦ Quant Ownership Signal how this is computed
- The number of reporting institutions decreased by 1 in the most recent period (2026/Q3).
- Total institutional ownership (as a % of shares) was little changed.
Institutional ownership
- Held by institutions
- 99.56% -0.05pp
- Institutions
- 614 -1
- As of
- 2026/Q3 vs. prior period
Ownership vs. money flow
DivergingInstitutions trimmed shares last reporting period, and the stock has seen net inflows in main-fund flow over the last 20 trading sessions - the two are pointing in different directions.
Institutional ownership changes are reported quarterly with a lag; fund-flow data is daily. Treat this as a directional cross-check, not a precise timing signal.
Holder types
Top holders as of 2026-06-30
Bar length is relative to the largest holder shown here, not to 100% of the company.
Insiders
50 filings tracked · 23 buys · 27 sells
| Name | Role | Stake |
|---|---|---|
| Mark Pearson | Chief Executive Officer | 0.28% |
| Robin Raju | Chief Financial Officer | 0.07% |
| Nicholas Lane | President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions | 0.04% |
| Jeffrey Hurd | Chief Operating Officer | 0.02% |
| Daniel Kaye | Independent Director | 0.02% |
| Seth Bernstein | President & CEO of AllianceBernstein Corporation | 0.02% |
| Joan Lamm-Tennant | Independent Chairperson | 0.02% |
| George Stansfield | Director | 0.02% |
| Kurt Meyers | Head of Life Insurance | 0.01% |
| Charles Gerald Stonehill | Independent Director | 0.01% |
Insider transactions most recent Form 4 filings
| Date | Name | Role | Type | Shares | Price |
|---|---|---|---|---|---|
| 2026-09-20 | Bertram Scott | Independent Director | Open Market Disposition | -2,780 | $54.35 |
| 2026-09-16 | Craig MacKay | Independent Director | Open Market Disposition | -2,000 | $54.28 |
| 2026-09-03 | Nicholas Lane | President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions | Open Market Disposition | -14,923 | $53.24 |
| 2026-09-03 | Arlene Isaacs-Lowe | Independent Director | Open Market Disposition | -1,000 | $52.83 |
| 2026-08-16 | Jeffrey Hurd | Chief Operating Officer | Automatic Disposition | -5,000 | $51.39–53.06 |
| 2026-08-16 | Jeffrey Hurd | Chief Operating Officer | Derivative Exercise and Sale | -9,359 | $21.34–53.05 |
| 2026-08-10 | Craig MacKay | Independent Director | Open Market Disposition | -2,200 | $51.37 |
| 2026-08-09 | Seth Bernstein | President & CEO of AllianceBernstein Corporation | Other Acquisition | +103 | -- |
| 2026-08-09 | William Eckert | Chief Accounting Officer | Other Acquisition | +47 | -- |
| 2026-08-09 | William Eckert | Chief Accounting Officer | Open Market Disposition | -947 | $52.88 |
| 2026-08-09 | Mark Pearson | Chief Executive Officer | Other Acquisition | +1,358 | -- |
| 2026-08-09 | Jeffrey Hurd | Chief Operating Officer | Other Acquisition | +271 | -- |
| 2026-08-09 | Nicholas Lane | President of Equitable, Senior EVP & Head of Retirement, Wealth Management & Protection Solutions | Other Acquisition | +314 | -- |
| 2026-08-09 | Robin Raju | Chief Financial Officer | Other Acquisition | +320 | -- |
| 2026-08-09 | Kurt Meyers | Head of Life Insurance | Other Acquisition | +197 | -- |
| 2026-08-05 | Charles Gerald Stonehill | Independent Director | Open Market Disposition | -7,500 | $51.54 |
| 2026-08-05 | Bertram Scott | Independent Director | Open Market Disposition | -1,466 | $51.15 |
| 2026-07-19 | Mark Pearson | Chief Executive Officer | Automatic Disposition | -12,500 | $48.54–49.19 |
| 2026-07-19 | Mark Pearson | Chief Executive Officer | Derivative Exercise and Sale | -27,200 | $23.18–48.54 |
| 2026-07-14 | Jeffrey Hurd | Chief Operating Officer | Automatic Disposition | -5,000 | $48.02–49.03 |
Form 4 filings, most recent per company. "Other Derivative Acquisition" rows are mostly RSU/option vesting, not open-market buying - the Type column says which.
Quote time 2026-10-07 19:54:59 · For reference only, not investment advice and not tailored to your situation.