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Equitable

US · EQH #1184 by market cap Listed 2018
53.23 -1.27 -2.33%
Live - 5344 symbols - heartbeat 127s ago · 2026-10-07 19:54
After-hours 53.23 0.00%
Market cap
14.52B
P/B
-7.84
EPS
-4.83
Reader sentiment Are you bullish or bearish on EQH?

Anonymous reader poll. Unscientific, not investment advice.

✦ Quant Ownership Signal how this is computed

Mixed / stable
  • 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

Diverging

Institutions 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

Mutual Fund72.29%
Hedge Fund11.08%
Sovereign Wealth Fund6.71%
Government Pension Fund4.89%
Public Company2.31%
Private Company1.59%
Individual/Insider0.55%
Insurance Company0.28%
Family Office/Trust0.23%

Top holders as of 2026-06-30

BlackRock 9.48% · 25.90M sh
Norges Bank Investment Management 6.71% · 18.33M sh
T. Rowe Price Group, Inc. 6.69% · 18.27M sh
Vanguard Capital Management, LLC 5.31% · 14.51M sh
Vanguard Portfolio Management, LLC 4.92% · 13.44M sh
Harris Associates L.P. 3.48% · 9.49M sh
State Street Global Advisors 3.44% · 9.39M sh
Canada Pension Plan Investment Board 3.34% · 9.11M sh
Wellington Management Group 3.22% · 8.78M sh
Capital Research 3.13% · 8.55M sh

Bar length is relative to the largest holder shown here, not to 100% of the company.

Insiders

50 filings tracked · 23 buys · 27 sells

NameRoleStake
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

DateNameRoleTypeSharesPrice
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.