Equitable Holdings, Inc.

NYSE:EQH Stock Report

Market Cap: US$15.7b

Equitable Holdings Ownership

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

Recent Insider Transactions

NYSE:EQH Recent Insider Transactions by Companies or Individuals
DateValueNameEntityRoleSharesMax Price
23 May 25SellUS$77,925Craig MacKayIndividual1,500US$51.95
12 May 25SellUS$141,384Jose GonzalezIndividual2,626US$53.84
12 May 25SellUS$311,196Daniel KayeIndividual5,770US$53.93
06 May 25SellUS$3,026,706Seth BernsteinIndividual60,000US$50.45
27 Feb 25SellUS$73,440Arlene Isaacs-LoweIndividual1,350US$54.40
23 Dec 24SellUS$79,356William EckertIndividual1,700US$46.68
19 Nov 24SellUS$46,409Craig MacKayIndividual1,000US$46.41
19 Sep 24SellUS$148,456William EckertIndividual3,500US$42.42

Insider Trading Volume

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

Ownership Breakdown

What is the ownership structure of EQH?
Owner TypeNumber of SharesOwnership Percentage
Private Companies53,9850.0133%
State or Government267,4440.0661%
Individual Insiders1,511,7000.374%
Institutions402,781,24899.5%

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

Top Shareholders

Top 25 shareholders own 101.36% of the company
OwnershipNameSharesCurrent ValueChange %Portfolio %
31.3%
Guggenheim Partners, LLC
94,994,000US$4.9b0%38.53%
11.1%
The Vanguard Group, Inc.
33,855,824US$1.8b-5%0.02%
9.96%
BlackRock, Inc.
30,255,561US$1.6b1.77%0.02%
6.78%
T. Rowe Price Group, Inc.
20,589,474US$1.1b-5.56%0.1%
6.18%
Canada Pension Plan Investment Board
18,769,261US$972.2m-1.38%0.79%
4.66%
Norges Bank Investment Management
14,166,852US$733.8m0%0.05%
4.23%
State Street Global Advisors, Inc.
12,846,403US$665.4m-1.39%0.02%
3.58%
Wellington Management Group LLP
10,878,516US$563.5m23.4%0.09%
1.94%
Pzena Investment Management, Inc.
5,902,357US$305.7m-27.9%0.57%
1.93%
Geode Capital Management, LLC
5,877,068US$304.4m4.4%0.02%
1.9%
Acadian Asset Management LLC
5,789,138US$299.9m4.81%0.65%
1.73%
Thornburg Investment Management, Inc.
5,267,993US$272.9m0%1.33%
1.65%
Conifer Management, LLC
5,000,000US$259.0m0%13.47%
1.48%
Invesco Ltd.
4,500,608US$233.1m-19.4%0.06%
1.4%
Massachusetts Financial Services Company
4,243,570US$219.8m-1.11%0.05%
1.39%
Capital Research and Management Company
4,219,807US$218.6m62.2%0.01%
1.39%
Northern Trust Global Investments
4,210,016US$218.1m-0.77%0.03%
1.33%
Dimensional Fund Advisors LP
4,043,360US$209.4m-0.23%0.03%
1.25%
FMR LLC
3,801,798US$196.9m1,330%0.01%
1.2%
UBS Asset Management AG
3,660,096US$189.6m6.93%0.02%
1.11%
Nordea Investment Management, AB
3,370,532US$174.6m116%0.11%
1.08%
Viking Global Investors LP
3,279,559US$169.9m329%0.52%
1.01%
First Trust Advisors LP
3,056,851US$158.3m-61%0.12%
0.97%
BNY Asset Management
2,956,076US$153.1m0.14%0.03%
0.82%
Principal Global Investors, LLC
2,490,221US$129.0m-2.6%0.06%

Company Analysis and Financial Data Status

DataLast Updated (UTC time)
Company Analysis2025/05/25 00:54
End of Day Share Price 2025/05/23 00:00
Earnings2025/03/31
Annual Earnings2024/12/31

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.

PackageDataTimeframeExample US Source *
Company Financials10 years
  • Income statement
  • Cash flow statement
  • Balance sheet
Analyst Consensus Estimates+3 years
  • Forecast financials
  • Analyst price targets
Market Prices30 years
  • Stock prices
  • Dividends, Splits and Actions
Ownership10 years
  • Top shareholders
  • Insider trading
Management10 years
  • Leadership team
  • Board of directors
Key Developments10 years
  • Company announcements

* 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

Details of the analysis model used to generate this report is available on our Github page, we also have guides on how to use our reports and tutorials on Youtube.

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

Industry and Sector Metrics

Our industry and section metrics are calculated every 6 hours by Simply Wall St, details of our process are available on Github.

Analyst Sources

Equitable Holdings, Inc. is covered by 19 analysts. 8 of those analysts submitted the estimates of revenue or earnings used as inputs to our report. Analysts submissions are updated throughout the day.

AnalystInstitution
Tracy Dolin-BenguiguiBarclays
Taylor ScottBarclays
Tracy Dolin-BenguiguiBarclays