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All holdings

Equitable Holdings

EQH

Source: the SEC Form 13F filings of the managers we follow, latest for Q3 2026. How we use them

Managers holding
3
In their latest 13F (Q3 2026)
See who
Value held
$602m
Combined value at quarter end
Last quarter
1 bought
1 sold or trimmed
Price at Q2 ’26 end
$43.88
+18.2% in the quarter

Prices here are quarter-end prices implied by the 13F filings. Today’s price on Yahoo Finance

Share price change by quarter

+2.9%Q3 ’24
+12.2%Q4 ’24
+10.4%Q1 ’25
+7.7%Q2 ’25
-9.5%Q3 ’25
-6.2%Q4 ’25
-22.1%Q1 ’26
+18.2%Q2 ’26
Q3 ’24: +2.9%; Q4 ’24: +12.2%; Q1 ’25: +10.4%; Q2 ’25: +7.7%; Q3 ’25: -9.5%; Q4 ’25: -6.2%; Q1 ’26: -22.1%; Q2 ’26: +18.2%

Change in the quarter-end price implied by managers’ 13F filings, adjusted for stock splits. Excludes dividends.

Managers holding it, by quarter

2Q4 ’23
2Q1 ’24
2Q2 ’24
2Q3 ’24
2Q4 ’24
2Q1 ’25
2Q2 ’25
2Q3 ’25
2Q4 ’25
3Q1 ’26
3Q2 ’26
0Q3 ’26
Q4 ’23: 2; Q1 ’24: 2; Q2 ’24: 2; Q3 ’24: 2; Q4 ’24: 2; Q1 ’25: 2; Q2 ’25: 2; Q3 ’25: 2; Q4 ’25: 2; Q1 ’26: 3; Q2 ’26: 3; Q3 ’26: 0

Counts the managers on this site whose 13F for that quarter includes Equitable Holdings.

Who holds it

Each manager’s latest 13F, sorted by how much of their portfolio it is. Changes are against their previous quarter.

Managers holding Equitable Holdings
Conifer Management30.4%$184m$184mUnchanged26 qtrs
Harris Associates (Oakmark)0.6%$416m$416mAdded +33496%2 qtrs
Ruane, Cunniff & Goldfarb (Sequoia)0.0%$1.8m$1.8mTrimmed -0.4%23 qtrs

Download the holders: CSV · JSON · Markdown

Directors buying and selling

Open-market trades by directors, officers and 10% holders over the last 12 months. How this works
From their Form 4 filings with the SEC. Grants, option exercises and shares sold to pay tax are left out.
Insider purchases and sales of Equitable Holdings
Bought or soldFiling
21 Sep 2026Scott Bertram LDirector▼ Sold2,780$54.35$151kForm 4
17 Sep 2026Mackay Craig CDirector▼ Sold2,000$54.27$109kForm 4
4 Sep 2026Lane NickSee Remarks▼ Sold14,923$53.24$795kForm 4
4 Sep 2026Isaacs-Lowe ArleneDirector▼ Sold1,000$52.83$53kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold4,659$51.39$239kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold4,200$52.51$221kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold2,459$51.39$126kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold2,241$52.50$118kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold500$53.05$27kForm 4
17 Aug 2026Hurd Jeffrey JChief Operating Officer▼ Sold300$53.06$16kForm 4
11 Aug 2026Mackay Craig CDirector▼ Sold2,200$51.37$113kForm 4
10 Aug 2026Eckert William James IVChief Accounting Officer▼ Sold947$52.88$50kForm 4
6 Aug 2026Stonehill Charles G.T.Director▼ Sold7,500$51.54$387kForm 4
6 Aug 2026Scott Bertram LDirector▼ Sold1,466$51.15$75kForm 4
20 Jul 2026Pearson MarkPresident and CEO▼ Sold39,564$48.54$1.9mForm 4
20 Jul 2026Pearson MarkPresident and CEO▼ Sold136$49.19$7kForm 4
15 Jul 2026Hurd Jeffrey JChief Operating Officer▼ Sold7,958$49.01$390kForm 4
15 Jul 2026Hurd Jeffrey JChief Operating Officer▼ Sold4,200$49.03$206kForm 4
15 Jul 2026Hurd Jeffrey JChief Operating Officer▼ Sold1,400$48.01$67kForm 4
15 Jul 2026Hurd Jeffrey JChief Operating Officer▼ Sold800$48.02$38kForm 4

About the company

Sector
Insurance · Insurance Agents, Brokers & Service
Incorporated in
Delaware
Financial year ends
31 December
Shares outstanding
273m at 4 Aug 2026
SEC filings
Annual reports and other filings on EDGAR

Revenue and profit

$12bn2016
$12bn2017
$12bn2018
$9.6bn2019
$12bn2020
$7.6bn2021
$13bn2022
$10bn2023
$12bn2024
$12bn2025
2016: $12bn; 2017: $12bn; 2018: $12bn; 2019: $9.6bn; 2020: $12bn; 2021: $7.6bn; 2022: $13bn; 2023: $10bn; 2024: $12bn; 2025: $12bn
Equitable Holdings revenue and net income by year
YearRevenueNet income
2025$12bn−$1k
2024$12bn$1k
2023$10bn$1k
2022$13bn$2k
2021$7.6bn$2k
2020$12bn−$648m
2019$9.6bn−$1.8bn
2018$12bn$1.9bn
2017$12bn$778m
2016$12bn$1.3bn

From the company’s XBRL financial statements filed with the SEC, for each financial year. Gaps mean the company didn’t report that figure in a standard form.