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
Date	Value	Name	Entity	Shares	Max Price
23 Dec 24	SellUS$79,356	William Eckert	Individual	1,700	US$46.68
19 Nov 24	SellUS$46,409	Craig MacKay	Individual	1,000	US$46.41
19 Sep 24	SellUS$148,456	William Eckert	Individual	3,500	US$42.42
02 May 24	SellUS$1,134,781	Seth Bernstein	Individual	29,818	US$38.06
15 Apr 24	SellUS$72,167	Mark Pearson	Individual	1,954	US$36.93
18 Mar 24	SellUS$247,011	Bertram Scott	Individual	7,000	US$35.29
21 Feb 24	SellUS$170,122	Charles Gerald Stonehill	Individual	5,000	US$34.02

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 Type	Number of Shares	Ownership Percentage
State or Government	270,736	0.0674%
Individual Insiders	1,430,655	0.356%
Institutions	399,986,303	99.6%

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

Top Shareholders

Top 25 shareholders own 102.11% of the company

Ownership	Name	Shares	Current Value	Change %	Portfolio %
30.3%	Guggenheim Partners, LLC	94,994,000	US$4.5b	-4.54%	38.2%
11.6%	The Vanguard Group, Inc.	36,244,318	US$1.7b	-0.32%	0.02%
9.88%	BlackRock, Inc.	30,954,445	US$1.5b	17.6%	0.02%
6.79%	T. Rowe Price Group, Inc.	21,284,146	US$1.0b	-1.42%	0.09%
6.05%	Canada Pension Plan Investment Board	18,952,271	US$894.0m	1.6%	0.73%
5.24%	Pzena Investment Management, Inc.	16,432,139	US$775.1m	-11.9%	1.44%
4.71%	Norges Bank Investment Management	14,745,913	US$695.6m	-4.46%	0.06%
4.14%	State Street Global Advisors, Inc.	12,976,870	US$612.1m	2.68%	0.02%
2.38%	First Trust Advisors LP	7,465,183	US$352.1m	13.6%	0.29%
1.98%	Invesco Ltd.	6,201,320	US$292.5m	-5.15%	0.08%
1.91%	Conifer Management, LLC	6,000,000	US$283.0m	0%	13.11%
1.81%	Geode Capital Management, LLC	5,675,311	US$267.7m	-17.8%	0.02%
1.76%	Wellington Management Group LLP	5,513,571	US$260.1m	3.02%	0.04%
1.68%	Thornburg Investment Management, Inc.	5,267,993	US$248.5m	0%	1.38%
1.56%	Acadian Asset Management LLC	4,902,453	US$231.2m	54.7%	0.57%
1.44%	Massachusetts Financial Services Company	4,505,223	US$212.5m	-8.87%	0.05%
1.32%	Dimensional Fund Advisors LP	4,134,988	US$195.0m	1.26%	0.03%
1.29%	Sessa Capital IM, L.P.	4,035,058	US$190.3m	-19.2%	7.07%
1.09%	BNY Asset Management	3,429,061	US$161.7m	-6.12%	0.03%
1.07%	Northern Trust Global Investments	3,355,569	US$158.3m	-4.36%	0.02%
0.97%	Viking Global Investors LP	3,050,262	US$143.9m	-47.9%	0.5%
0.84%	UBS Asset Management AG	2,645,202	US$124.8m	4.09%	0.01%
0.83%	Morgan Stanley, Investment Banking and Brokerage Investments	2,585,319	US$121.9m	50.4%	0.01%
0.78%	HSBC Global Asset Management (UK) Limited	2,434,185	US$114.8m	-64.4%	0.05%
0.69%	Charles Schwab Investment Management, Inc.	2,165,115	US$102.1m	3.29%	0.02%

Company Analysis and Financial Data Status

Data	Last Updated (UTC time)
Company Analysis	2025/01/02 02:25
End of Day Share Price	2025/01/02 00:00
Earnings	2024/09/30
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 here.

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

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

Analyst Sources

Equitable Holdings, Inc. is covered by 18 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.

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