Equitable Holdings, Inc.· EQH

🇺🇸 US · LargeSP400NYSE

Financial Services Asset Management Website

Price: $53.95
Day: -0.17%
Mkt Cap: $14.73B
52W Range: $35.20 – $55.15
Volume: 12.69M
Beta: 1.09

D55D FrameworkQuarterly Data

Holdings Analysis

Insider activity, institutional flows, and fund ownership.

Smart Money: 3.0 / 5 (Neutral), from 3 of 3 components
Institutions Q2 2026: 490 institutions hold; 210 added, 215 reduced
Insiders Q3 2026: no purchases, 19 sales ($5.0M)

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Equitable Holdings, Inc.

EQH|Financial Services|Asset Management

Current price: $54

Smart Money

Dimension 5 of 5

Insider selling pace · Q3 2026

0.6x

quarter in progress, filings still arriving

Seller breadth · Q3 2026

8 sellers

vs 4.5 avg per quarter

Institutional net breadth · Q2 2026

-66

278 adding vs 344 reducing

Institutional ownership · Q2 2026

96.2%

490 institutions

Insider Selling Pace

Each quarter's selling vs this stock's own trailing 6-quarter average

Light <0.5xRoutineElevated >1.5xHeavy >3xBuying

Institutional Positions

Institutions adding above the line, reducing below, net as a line

NewIncreasedReducedClosedNet

Largest Institutional Holders, Q2 2026

By reported market value, and how each moved in the quarter

Holder

Change

BLACKROCK, INC.

25.9M

-4.2%

NORGES BANK

18.3M

+100.0%

PRICE T ROWE ASSOCIATES INC /MD/

18.2M

+4.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

13.4M

-7.1%

VANGUARD CAPITAL MANAGEMENT LLC

12.7M

+1.6%

HARRIS ASSOCIATES L P

9.5M

—

ETF & Fund Activity, Q2 2026

How the covering funds split between buying, holding and selling

355

69 buying355 unchanged85 selling

367 funds held EQH in Q2 2026, holding 308.0M shares between them, up 1.3% on the quarter.

Largest fund holders

SPDR SERIES TRUST2.3M sh

Northern Lights Fund Trust20.9K sh

NATIONWIDE MUTUAL FUNDS15.9K sh

Notable Insider Transactions, Q3 2026

Largest open-market purchases and sales by value in the last eight quarters

Sale · May 6

BERNSTEIN SETH P

$3.0M

Sale · Sep 18

Pearson Mark

$2.1M

Sale · Aug 18

Pearson Mark

$2.1M

Insider transactions from SEC Form 4 filings; institutional holdings from quarterly 13F filings, which are reported with a lag and can overlap between filers. 13F: quarterly institutional holdings report · ETF: Exchange-Traded Fund

See the complete picture

The full 5D Framework: Business Quality · Peer Comparison · Valuation · Analyst Sentiment · Smart Money

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Generated September 22, 2026

For educational purposes only. Not financial advice. Data may be delayed or incomplete.

Smart Money Sentiment

EQH Smart Money Sentiment Score

A weighted 1-5 sentiment score across three smart money signals.

Smart Money

3.0/5

Neutral

Weighted across 3 components

Component Breakdown (3 of 3 available)

Insider Activity

40% weight

Institutional Flow

50% weight

Fund Flow

10% weight

-25

Overall Smart Money sentiment of 3.0/5 (Neutral) based on a weighted combination of 3 components. Insider activity uses a relative-baseline comparison against the stock's own history; institutional flow tracks position momentum and 13F share changes; fund flow measures ETF / mutual-fund buying vs selling. Higher scores indicate stronger bullish sentiment from professional investors.Last updated September 21, 2026.

Insider Trading Activity

Insider trading analysis comparing the latest quarter against the stock's own historical baseline.

Insider Selling Pace for EQH

Each quarter's selling vs the stock's own trailing 6-quarter average; 1.0x is typical for this stock. Green triangles mark quarters with insider buying.

Neutral

Routine insider selling in Q3 2026

19 sales totaling $5.0M (98.5K shares)

Share volume is at a routine pace (0.6x average)

8 different insiders sold this quarter

Buying seen in 12 of 15 quarters

0.6x

Selling pace

quarter in progress, filings still arriving

3.70%

Stake sold

of active insiders' holdings

8 sellers

Seller breadth

vs 4.5 avg per quarter

Q4 2025

Last insider purchase

buying in 12 of 16 quarters

Notable Recent Transactions, EQH

Top 8 highest-value insider trades from the last 8 quarters

BERNSTEIN SETH P

Officer

Sell

60,000 shares at $50.45

≈58.1% of their stake at the time

May 6, 2025$3.03M

Pearson Mark

CEO

Sell

39,551 shares at $54.22

≈5.4% of their stake at the time

Sep 18, 2025$2.14M

Pearson Mark

CEO

Sell

39,191 shares at $53.04

≈5.3% of their stake at the time

Aug 18, 2025$2.08M

Raju Robin M

CFO

Sell

36,888 shares at $54.00

≈20.8% of their stake at the time

Sep 22, 2025$1.99M

Pearson Mark

CEO

Sell

39,564 shares at $48.54

≈5.0% of their stake at the time

Jul 20, 2026$1.92M

Pearson Mark

CEO

Sell

39,700 shares at $47.88

≈5.6% of their stake at the time

Dec 18, 2025$1.90M

Pearson Mark

CEO

Sell

39,700 shares at $45.50

≈4.9% of their stake at the time

Feb 18, 2026$1.81M

Pearson Mark

CEO

Sell

37,500 shares at $48.15

≈5.1% of their stake at the time

Oct 20, 2025$1.81M

Institutional Ownership Analysis

Institutional ownership analysis with position momentum, 13F share flow, and ownership percentage trends.

Institutional Positions for EQH

Institutions adding (new + increased) above zero, reducing (reduced + closed) below, net as a line

New Increased Reduced Closed Net (adding − reducing)

Neutral

Mixed institutional activity in Q2 2026

96.2% institutional ownership

Balanced activity: 278 adding vs 344 reducing

13F shares increased by 2.0%, a modest change

Momentum weakening from prior quarter

-66

Net breadth

278 adding vs 344 reducing

Balanced

0.81

Add / reduce ratio

in Q2 2026

-61

New − closed

68 initiated, 129 exited

4 of 9

Top holders adding

largest holders with a known change

Position Changes

Q2 2026: how are institutions adjusting their positions?

+278 growing-344 shrinkingNet: -66

210

215

129

New (68)

Increased (210)

Reduced (215)

Closed (129)

Top Institutional Holders, EQH

Largest 8 institutional positions by ownership percentage as of Q2 2026

BLACKROCK, INC.

25.9M

$1.1B

Ownership

9.30%

-4.2%

NORGES BANK

18.3M

$804.2M

Ownership

6.59%

+100.0%

PRICE T ROWE ASSOCIATES INC /MD/

18.2M

$798.0M

Ownership

6.54%

+4.9%

VANGUARD PORTFOLIO MANAGEMENT LLC

13.4M

$589.9M

Ownership

4.83%

-7.1%

VANGUARD CAPITAL MANAGEMENT LLC

12.7M

$557.4M

Ownership

4.56%

+1.6%

HARRIS ASSOCIATES L P

9.5M

$416.4M

Ownership

3.41%

New

STATE STREET CORP

9.4M

$412.0M

Ownership

3.37%

-20.8%

CANADA PENSION PLAN INVESTMENT BOARD

9.1M

$399.6M

Ownership

3.27%

-49.5%

ETF and Mutual Fund Holdings

ETF and mutual fund activity breakdown showing buying vs selling funds, top fund holders, and detailed holdings.

Fund Activity

Q2 2026: 509 ETFs and mutual funds reporting

69 buying85 sellingNet: -16

355

Buying (69)

Unchanged (355)

Selling (85)

In total, funds bought 11.1M shares and sold 7.1M this quarter. Each fund counts once in the bar above, whatever the size of its move.

Bearish Signal

Funds distributing in Q2 2026

509 ETFs and mutual funds reporting

85 funds selling vs 69 buying

Top Fund Holders, EQH

Largest 8 ETF and mutual fund positions by shares held, each fund's latest filing

SPDR SERIES TRUST

2.3M

Weight

11.18%

Jul 31, 2026No change

Northern Lights Fund Trust

20.9K

Weight

0.04%

Jul 31, 2026No change

NATIONWIDE MUTUAL FUNDS

15.9K

Weight

0.00%

Jul 31, 2026No change

SSGA Active Trust

15.2K

Weight

0.06%

Jul 31, 2026No change

FORUM FUNDS

12.5K

Weight

58.60%

Jul 31, 2026No change

AMERICAN CENTURY CAPITAL PORTFOLIOS INC

9.0K

Weight

0.07%

Jun 30, 2026No change

PFM Multi-Manager Series Trust

7.7K

Weight

0.04%

Jun 30, 2026No change

NORTHERN LIGHTS FUND TRUST III

7.6K

Weight

0.05%

Jun 30, 2026No change

Equitable Holdings, Inc.· EQH

Holdings Analysis

Insider Trading Activity

1.3Transaction History183Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings143Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights

Search stocks

Holdings Analysis

Insider Trading Activity

1.3Transaction History183Real market purchases and sales onlyShow All Types

Institutional Ownership Analysis

2.4Detailed Holdings143Most recent institutional positions with changes and valuations

ETF and Mutual Fund Holdings

3.3Fund Holdings Details25Most recent ETF and mutual fund holdings with share counts and weights