EQH Equitable Holdings Inc.
Financials, filed as EQUITABLE HLDGS INC (COM), Equity As of 2026 Q3 among managers we track Quote on Google Finance, opens in a new tab
In 2026 Q3 Richard Pzena added to Equitable.
Who owns this now
Largest portfolio weights among holders, up to 0.8% (Richard Pzena, Pzena Investment Management). Not free-float ownership.
Who owns EQH
Sorted by value, long equity only, as of 2026 Q3.
| History | |||||
|---|---|---|---|---|---|
| Richard Pzena, Pzena Investment Management | Add +1.0% | 5,618,993 | $288M | History |
Insider trades
Open-market buys and sales by EQH's executives, directors and 10% owners in the last 12 months, from their Form 4s
- $4,863 bought by 1 insider
- $2.6M sold by 6 insiders outside a trading plan
- $25.9M sold by 3 insiders under 10b5-1 plans
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Bertram L Scott DirectorSale$151K 2,780 shares at $54.35 11% of stakeTraded Sep 21 Filed Sep 21
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Craig C MacKay DirectorSale$109K 2,000 shares at $54.28 11% of stakeTraded Sep 17 Filed Sep 18
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Nick Lane See RemarksSale$795K 14,923 shares at $53.24 12% of stakeTraded Sep 4 Filed Sep 8
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Arlene Isaacs-Lowe DirectorSale$53K 1,000 shares at $52.83 4.8% of stakeTraded Sep 4 Filed Sep 4
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Jeffrey J Hurd COOPlanned sale$746K 14,359 shares at $51.98 18% of stakeTraded Aug 17 Filed Aug 18
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Craig C MacKay DirectorSale$113K 2,200 shares at $51.37 10% of stakeTraded Aug 11 Filed Aug 11
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William James Eckert IV Chief Accounting OfficerSale$50K 947 shares at $52.88 10% of stakeTraded Aug 10 Filed Aug 10
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Charles G.t. Stonehill DirectorSale$387K 7,500 shares at $51.54 18% of stakeTraded Aug 6 Filed Aug 10
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Bertram L Scott DirectorSale$75K 1,466 shares at $51.15 5.2% of stakeTraded Aug 6 Filed Aug 10
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Mark Pearson CEOPlanned sale$1.9M 39,700 shares at $48.54 5% of stakeTraded Jul 20 Filed Jul 21
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Jeffrey J Hurd COOPlanned sale$702K 14,358 shares at $48.86 17% of stakeTraded Jul 15 Filed Jul 17
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Mark Pearson CEOPlanned sale$1.8M 39,700 shares at $45.29 4.9% of stakeTraded Jun 18 Filed Jun 23
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Jeffrey J Hurd COOPlanned sale$648K 14,358 shares at $45.11 16% of stakeTraded Jun 15 Filed Jun 18
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William James Eckert IV Chief Accounting OfficerSale$259K 6,200 shares at $41.83 40% of stakeTraded Jun 10 Filed Jun 10
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Bertram L Scott DirectorSale$101K 2,470 shares at $41.08 8.1% of stakeTraded Jun 4 Filed Jun 5
Also filed in the last 12 months, not counted as buying or selling: 51 stock grants, 22 option exercises, and 14 share withholdings for taxes.
Congress
1 member of Congress traded EQH in the last three years: 1 buy and 1 sale. 1 member listed it in 2025 annual reports.
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Lisa C. McClain
Sell
$1K–$15K
Jul 16, 2025
filed Aug 13, 2025
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Lisa C. McClain
Buy
$1K–$15K
Jun 17, 2025
filed Aug 13, 2025
SEC filings
Recent issuer filings from EDGAR, 16 shown.
| Filed | Form | Detail | Links |
|---|---|---|---|
| 10-Q | Filing Doc | ||
| 8-K | 2.02,7.01,9.01 | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| 8-K | 5.02,5.07,9.01 | Filing Doc | |
| SCHEDULE 13G | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| DEF 14A | Filing Doc | ||
| DEFA14A | Filing Doc | ||
| 10-Q | Filing Doc | ||
| 8-K | 2.02,7.01,9.01 | Filing Doc | |
| SCHEDULE 13G/A | — | Filing Doc | |
| 8-K | 5.07,8.01,9.01 | Filing Doc | |
| 8-K | 8.01 | Filing Doc | |
| 8-K | 8.01 | Filing Doc |
No filings match this filter.
Financials
US-GAAP annual figures by fiscal year, as tagged in Form 10-K. Each value links to its SEC filing.
Income statement
Balance sheet
Ownership over time
13Fs that reported it each quarter. Click a bar for that quarter’s holders.
Further reading
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- How to Read a Financial Report (Tracy & Tracy) View on Amazon
- Financial Statements QuickStudy Laminated Guide View on Amazon