Equitable Holdings, Inc.
EQHFigures shown here come from public SEC filings. Dates beside each section show the available history.
How Equitable Holdings, Inc. Makes Money
Follow each dollar of revenue through to what shareholders keep.
From revenue to net income
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Financial Summary
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SEC filings supply these figures; updates after the dates shown are not included. This page includes 10 annual periods. The latest annual period ends Dec 31, 2025. The latest insider filing shown is dated Jun 23, 2026. The latest institutional report shown is dated Mar 31, 2026; other ownership filings may exist.
Ownership
Who holds the shares, as reported in SEC ownership filings.
Reported 13F positions
Each row shows what a filer reported for one date, not a current position. The link opens that filing.
| Filer | Report date | Shares | Value | Filing |
|---|---|---|---|---|
| FEDERATED HERMES, INC. | 2026-03-31 | 787,774 | $29.2M | SEC filing |
| CITADEL ADVISORS LLC | 2026-03-31 | 3,137,357 | $116M | SEC filing |
| Invesco Ltd. | 2026-03-31 | 3,525,676 | $131M | SEC filing |
| ROTHSCHILD INVESTMENT LLC | 2026-03-31 | 8,451 | $314K | SEC filing |
| Quantbot Technologies LP | 2026-03-31 | 117,999 | $4.38M | SEC filing |
| Avion Wealth | 2026-03-31 | 32 | Not shown | SEC filing |
| OMERS ADMINISTRATION Corp | 2026-03-31 | 14,842 | $551K | SEC filing |
| NEW MEXICO EDUCATIONAL RETIREMENT BOARD | 2026-03-31 | 61,100 | Not shown | SEC filing |
| Advisory Services Network, LLC | 2026-03-31 | 49,084 | $1.82M | SEC filing |
| State of Tennessee, Department of Treasury | 2026-03-31 | 119,346 | $4.43M | SEC filing |
| Larson Financial Group LLC | 2026-03-31 | 63 | $2.34K | SEC filing |
| MANUFACTURERS LIFE INSURANCE COMPANY, THE | 2026-03-31 | 627,169 | $23.3M | SEC filing |
| MARSHALL WACE, LLP | 2026-03-31 | 2,021,093 | $75M | SEC filing |
| WPG Advisers, LLC | 2026-03-31 | 266 | $9.87K | SEC filing |
| Robeco Institutional Asset Management B.V. | 2026-03-31 | 902,007 | $33.5M | SEC filing |
| Russell Investments Group, Ltd. | 2026-03-31 | 335,357 | $12.1M | SEC filing |
| FINANCIAL CONSULATE, INC | 2026-03-31 | 6 | $223 | SEC filing |
| OP Asset Management Ltd | 2026-03-31 | 33,179 | $1.23M | SEC filing |
| HARRIS ASSOCIATES L P | 2026-03-31 | 28,245 | $1.05M | SEC filing |
| STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM | 2026-03-31 | 283,673 | $10.5M | SEC filing |
- Each value is checked against Equitable Holdings, Inc.'s share prices from within about three months of its report date (insiders' Form 4 trades and the latest close).
- Value not shown for 2 rows: the filed value is about 1,000 times too small for the share count at Equitable Holdings, Inc.'s share price.
120 filers have only one report here.
Unusually large insider trades
Each trade is compared with the other insider trades of the same kind in the same security among Equitable Holdings, Inc.'s recent filings on file. Size alone is context, not a prediction or evidence of improper trading.
- 2026-06-18 · Pearson Mark: Larger than 74 of the 79 other insider sales of Common Stock on file. SEC filing
- 2026-05-18 · Pearson Mark: Larger than 74 of the 79 other insider sales of Common Stock on file. SEC filing
- 2026-04-20 · Pearson Mark: Larger than 74 of the 79 other insider sales of Common Stock on file. SEC filing
- 2026-02-18 · Pearson Mark: Larger than 74 of the 79 other insider sales of Common Stock on file. SEC filing
- 2025-12-18 · Pearson Mark: Larger than 74 of the 79 other insider sales of Common Stock on file. SEC filing
- 2025-09-18 · Pearson Mark: Larger than 73 of the 79 other insider sales of Common Stock on file. SEC filing
- 2025-08-18 · Pearson Mark: Larger than 72 of the 79 other insider sales of Common Stock on file. SEC filing
- 2025-05-06 · BERNSTEIN SETH P: Larger than all 79 other insider sales of Common Stock on file. SEC filing
- 2024-03-04 · Hondal Francis: Larger than 10 of the 11 other insider purchases of Common Stock on file. SEC filing
- 2023-12-04 · Hondal Francis: Larger than all 11 other insider purchases of Common Stock on file. SEC filing
Purchases & sales (open market or private)
| Security | Code | Price | Filing | |||
|---|---|---|---|---|---|---|
| 2026-06-18 | Pearson Mark · President and CEO | Common Stock | S — Open market or private sale | −39,700 | 45.29 | SEC filing |
| 2026-06-15 | HURD JEFFREY J · Chief Operating Officer | Common Stock | S — Open market or private sale | −5,000 | 45.11 | SEC filing |
| 2026-06-15 | HURD JEFFREY J · Chief Operating Officer | Common Stock | S — Open market or private sale | −9,358 | 45.11 | SEC filing |
| 2026-06-10 | Eckert William James IV · Chief Accounting Officer | Common Stock | S — Open market or private sale | −6,200 | 41.83 | SEC filing |
| 2026-06-04 | SCOTT BERTRAM L · Director | Common Stock | S — Open market or private sale | −2,470 | 41.08 | SEC filing |
| 2026-05-18 | Pearson Mark · President and CEO | Common Stock | S — Open market or private sale | −39,700 | 42.60 | SEC filing |
| 2026-05-15 | Eckert William James IV · Chief Accounting Officer | Common Stock | S — Open market or private sale | −7,300 | 42.49 | SEC filing |
| 2026-05-15 | HURD JEFFREY J · Chief Operating Officer | Common Stock | S — Open market or private sale | −5,000 | 42.45 | SEC filing |
Showing 8 of 20 rows
Grants, exercises, tax & gifts
| Security | Code | Filing | |||
|---|---|---|---|---|---|
| 2026-06-18 | Pearson Mark · President and CEO | Employee Stock Option (right to buy) | M — Exercise or conversion of derivative security | −27,200 | SEC filing |
| 2026-06-18 | Pearson Mark · President and CEO | Common Stock | M — Exercise or conversion of derivative security | +27,200 | SEC filing |
| 2026-06-15 | HURD JEFFREY J · Chief Operating Officer | Common Stock | M — Exercise or conversion of derivative security | +9,358 | SEC filing |
| 2026-06-15 | HURD JEFFREY J · Chief Operating Officer | Employee Stock Options (right to buy) | M — Exercise or conversion of derivative security | −9,358 | SEC filing |
| 2026-06-08 | Eckert William James IV · Chief Accounting Officer | Common Stock | A — Grant, award, or other acquisition | +61 | SEC filing |
| 2026-06-08 | Lane Nick · See Remarks | Common Stock | A — Grant, award, or other acquisition | +398 | SEC filing |
| 2026-06-08 | Meyers Kurt · Chief Legal Officer, Secretary | Common Stock | A — Grant, award, or other acquisition | +250 | SEC filing |
| 2026-06-08 | HURD JEFFREY J · Chief Operating Officer | Common Stock | A — Grant, award, or other acquisition | +344 | SEC filing |
Showing 8 of 30 rows
These tables describe filed transactions, not current holdings. Prices are shown as filed; a currency is added only when the filing's data names one. Amended and possible duplicate rows are left out of size comparisons and transaction groups.