Equitable Holdings Ownership

Who are the major shareholders and have insiders been buying or selling?

Recent Insider Transactions

XTRA:AXJ Recent Insider Transactions by Companies or Individuals
Date	Value	Name	Entity	Shares	Max Price
23 Dec 24	Sell€76,325	William Eckert	Individual	1,700	€44.90
19 Nov 24	Sell€43,829	Craig MacKay	Individual	1,000	€43.83
19 Sep 24	Sell€133,284	William Eckert	Individual	3,500	€38.08
02 May 24	Sell€1,060,679	Seth Bernstein	Individual	29,818	€35.57
15 Apr 24	Sell€67,873	Mark Pearson	Individual	1,954	€34.74
18 Mar 24	Sell€227,201	Bertram Scott	Individual	7,000	€32.46
21 Feb 24	Sell€157,328	Charles Gerald Stonehill	Individual	5,000	€31.47

Insider Trading Volume

Insider Buying: AXJ insiders have only sold shares in the past 3 months.

Ownership Breakdown

What is the ownership structure of AXJ?
Owner Type	Number of Shares	Ownership Percentage
Private Companies	104,568	0.0322%
State or Government	222,708	0.0685%
Individual Insiders	1,524,267	0.469%
General Public	1,706,990	0.525%
Institutions	321,686,009	98.9%

Dilution of Shares: Shareholders have not been meaningfully diluted in the past year.

Top Shareholders

Top 25 shareholders own 78.86% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
11.5%	The Vanguard Group, Inc.	37,434,676	€1.5b	-1.52%	0.02%
9.85%	BlackRock, Inc.	32,033,227	€1.3b	-2.47%	0.02%
7.92%	T. Rowe Price Group, Inc.	25,771,463	€1.0b	-7.22%	0.1%
7.79%	Pzena Investment Management, Inc.	25,320,633	€997.1m	-4.7%	2.17%
5.78%	Canada Pension Plan Investment Board	18,804,685	€740.5m	3.51%	0.49%
5.6%	Norges Bank Investment Management	18,217,109	€717.4m	0%	0.06%
4.07%	State Street Global Advisors, Inc.	13,245,335	€521.6m	-2.24%	0.02%
2.92%	Massachusetts Financial Services Company	9,503,715	€374.2m	-0.43%	0.08%
2.27%	Wellington Management Group LLP	7,380,436	€290.6m	-34.3%	0.05%
2.25%	HSBC Global Asset Management (UK) Limited	7,319,080	€288.2m	-6.76%	0.13%
2.19%	First Trust Advisors LP	7,130,338	€280.8m	14.4%	0.27%
2.11%	Conifer Management, LLC	6,854,000	€269.9m	-9.82%	14.25%
2.07%	Geode Capital Management, LLC	6,739,503	€265.4m	3.56%	0.02%
2.02%	Invesco Ltd.	6,564,719	€258.5m	-23%	0.07%
1.62%	Thornburg Investment Management, Inc.	5,267,993	€207.4m	-3.25%	1.2%
1.59%	Sessa Capital IM, L.P.	5,175,719	€203.8m	0%	9.2%
1.12%	BNY Asset Management	3,654,845	€143.9m	-1.54%	0.03%
1.11%	Northern Trust Global Investments	3,600,350	€141.8m	-9.05%	0.02%
1.09%	Dimensional Fund Advisors LP	3,543,746	€139.5m	-10.6%	0.03%
0.83%	Teachers Insurance and Annuity Association-College Retirement Equities Fund	2,711,696	€106.8m	-24.6%	0.03%
0.69%	Legal & General Investment Management Limited	2,245,369	€88.4m	-5.61%	0.02%
0.65%	Charles Schwab Investment Management, Inc.	2,124,382	€83.7m	1.32%	0.01%
0.63%	Viking Global Investors LP	2,057,191	€81.0m	0%	0.34%
0.63%	Ensign Peak Advisors, Inc.	2,054,113	€80.9m	-12.8%	0.15%
0.53%	UBS Asset Management AG	1,724,081	€67.9m	2.65%	0.01%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2024/07/16 18:29
End of Day Share Price	2024/04/18 00:00
Earnings	2024/03/31
Annual Earnings	2023/12/31

Data Sources

The data used in our company analysis is from S&P Global Market Intelligence LLC. The following data is used in our analysis model to generate this report. Data is normalised which can introduce a delay from the source being available.

Package	Data	Timeframe	Example US Source ^*
Company Financials	10 years	Income statement Cash flow statement Balance sheet	SEC Form 10-K SEC Form 10-Q
Analyst Consensus Estimates	+3 years	Forecast financials Analyst price targets	Analyst Research Reports Blue Matrix
Market Prices	30 years	Stock prices Dividends, Splits and Actions	ICE Market Data SEC Form S-1
Ownership	10 years	Top shareholders Insider trading	SEC Form 4 SEC Form 13D
Management	10 years	Leadership team Board of directors	SEC Form 10-K SEC Form DEF 14A
Key Developments	10 years	Company announcements	SEC Form 8-K

^* Example for US securities, for non-US equivalent regulatory forms and sources are used.

Unless specified all financial data is based on a yearly period but updated quarterly. This is known as Trailing Twelve Month (TTM) or Last Twelve Month (LTM) Data. Learn more.

Analysis Model and Snowflake

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Learn about the world class team who designed and built the Simply Wall St analysis model.

Industry and Sector Metrics

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Analyst Sources

Equitable Holdings, Inc. is covered by 19 analysts. 9 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

Analyst	Institution
Tracy Dolin-Benguigui	Barclays
Alex Scott	Barclays
Tracy Dolin-Benguigui	Barclays