Equitable Holdings, Inc.
Total Trades
138
Buys
1
Sells
83
Largest Trade
N/A
Insiders
13
Institutional Funds
461
Inst. Value
$1M+
Activist Filings
19
Insider Trades
| Insider | Title | Type | Value | Shares | Price | Date |
|---|---|---|---|---|---|---|
| Lane Nick | Insider | SELL | $1M+ | 25K | $51.65 | Jan 16, 2025 |
| HURD JEFFREY J | COO | SELL | $100K–$500K | 7K | $54.65 | Jan 16, 2025 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $22.38 | Jan 16, 2025 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $51.65 | Jan 16, 2025 |
| Eckert William James IV | Chief Accounting O… | SELL | $50K–$100K | 2K | $46.68 | Dec 23, 2024 |
| MacKay Craig C | Director | SELL | $15K–$50K | 1K | $46.41 | Nov 19, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $47.43 | Nov 18, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $21.34 | Nov 18, 2024 |
| HURD JEFFREY J | COO | SELL | $100K–$500K | 7K | $47.53 | Nov 12, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $44.40 | Oct 16, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $21.34 | Oct 16, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $21.34 | Aug 30, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $42.20 | Aug 30, 2024 |
| HURD JEFFREY J | COO | SELL | $100K–$500K | 10K | $39.62 | Jun 17, 2024 |
| BERNSTEIN SETH P | See Remarks | EXERCISE | $1M+ | 123K | $20.81 | May 3, 2024 |
| BERNSTEIN SETH P | See Remarks | SELL | $1M+ | 152K | $38.06 | May 3, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $21.34 | Apr 16, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $36.24 | Apr 16, 2024 |
| HURD JEFFREY J | COO | SELL | $100K–$500K | 10K | $36.24 | Apr 16, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 30K | $37.66 | Apr 2, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $21.34 | Apr 2, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 60K | $33.77 | Mar 4, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $500K+ | 40K | $21.34 | Mar 4, 2024 |
| HURD JEFFREY J | COO | GRANT | N/A | 20K | — | Mar 1, 2024 |
| HURD JEFFREY J | COO | SELL | $100K–$500K | 10K | $34.28 | Mar 1, 2024 |
| Stonehill Charles G.T. | Director | SELL | $100K–$500K | 5K | $34.02 | Feb 23, 2024 |
| Lane Nick | (See Remarks) | SELL | $500K+ | 20K | $34.27 | Feb 16, 2024 |
| Lane Nick | (See Remarks) | EXERCISE | $100K–$500K | 10K | $23.18 | Feb 16, 2024 |
| Lane Nick | (See Remarks) | GRANT | N/A | 32K | — | Feb 16, 2024 |
| Eckert William James IV | Chief Accounting O… | SELL | $50K–$100K | 2K | $32.27 | Feb 16, 2024 |
| Eckert William James IV | Chief Accounting O… | GRANT | N/A | 5K | — | Feb 16, 2024 |
| Lane Nick | (See Remarks) | SELL | $500K+ | 20K | $34.02 | Feb 9, 2024 |
| Lane Nick | (See Remarks) | EXERCISE | $100K–$500K | 10K | $23.18 | Feb 9, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $500K+ | 40K | $20.04 | Feb 2, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 60K | $32.38 | Feb 2, 2024 |
| Lane Nick | (See Remarks) | EXERCISE | $100K–$500K | 5K | $23.18 | Jan 17, 2024 |
| Lane Nick | (See Remarks) | SELL | $100K–$500K | 10K | $32.29 | Jan 17, 2024 |
| Pearson Mark | President and CEO | EXERCISE | $500K+ | 40K | $18.74 | Jan 3, 2024 |
| Pearson Mark | President and CEO | SELL | $1M+ | 60K | $33.07 | Jan 3, 2024 |
| Lane Nick | (See Remarks) | EXERCISE | $100K–$500K | 5K | $23.18 | Dec 26, 2023 |
| Lane Nick | (See Remarks) | SELL | $100K–$500K | 10K | $33.30 | Dec 26, 2023 |
| Kaye Daniel G | Director | SELL | $100K–$500K | 5K | $33.85 | Dec 22, 2023 |
| Pearson Mark | President and CEO | EXERCISE | $1M+ | 80K | $18.74 | Dec 1, 2023 |
| Pearson Mark | President and CEO | SELL | $1M+ | 120K | $30.38 | Dec 1, 2023 |
| Matus Kristi Ann | Director | SELL | $100K–$500K | 19K | $23.34 | Mar 24, 2023 |
| Eckert William James IV | Chief Accounting O… | SELL | $100K–$500K | 8K | $25.38 | Mar 22, 2023 |
| Raju Robin M | CFO | BUY | $15K–$50K | 2K | $23.78 | Mar 15, 2023 |
| Pearson Mark | President and CEO | SELL | $500K+ | 30K | $30.19 | Nov 16, 2022 |
| Pearson Mark | President and CEO | EXERCISE | $100K–$500K | 20K | $18.74 | Nov 16, 2022 |
| Pearson Mark | President and CEO | SELL | $500K+ | 30K | $30.05 | Oct 28, 2022 |
Institutional Ownership
13F filings as of Dec 31, 2025 · 461 funds holding
| Fund | Shares | Value | Type |
|---|---|---|---|
| Capital International Investors | 13.5M | $1M+ | SH |
| STATE STREET CORP | 12.2M | $1M+ | SH |
| NORGES BANK | 11.6M | $1M+ | SH |
| GEODE CAPITAL MANAGEMENT, LLC | 5.4M | $1M+ | SH |
| THORNBURG INVESTMENT MANAGEMENT INC | 4.9M | $1M+ | SH |
| DIAMOND HILL CAPITAL MANAGEMENT INC | 4.3M | $1M+ | SH |
| Conifer Management, L.L.C. | 4.2M | $1M+ | SH |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | 3.6M | $1M+ | SH |
| Boston Partners | 3.3M | $1M+ | SH |
| DIMENSIONAL FUND ADVISORS LP | 3.0M | $1M+ | SH |
| BANK OF MONTREAL /CAN/ | 2.4M | $1M+ | SH |
| FIRST TRUST ADVISORS LP | 2.1M | $1M+ | SH |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | 2.0M | $1M+ | SH |
| Robeco Institutional Asset Management B.V. | 1.3M | $1M+ | SH |
| ALGEBRIS (UK) LTD | 1.3M | $1M+ | SH |
| ALGEBRIS (UK) LTD | 1.3M | $1M+ | SH |
| ACADIAN ASSET MANAGEMENT LLC | 1.2M | $1M+ | SH |
| PFA Pension, Forsikringsaktieselskab | 1.0M | $1M+ | SH |
| CI INVESTMENTS INC. | 994K | $1M+ | SH |
| SG Americas Securities, LLC | 894K | $1M+ | SH |
Activist & 5%+ Owners
SC 13D/13G filings — investors holding 5%+ of outstanding shares
Canada Pension Plan Investment Board
SC 13G/A · Feb 17, 2026
6.7%
19.3M shares
T. Rowe Price Associates, Inc.
SC 13G/A · Aug 14, 2025
5.5%
16.8M shares
PZENA INVESTMENT MANAGEMENT LLC
SC 13G · Jan 30, 2025
2.6%
8.2M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Nov 14, 2024
6.6%
20.8M shares
PZENA INVESTMENT MANAGEMENT LLC
SC 13G · Oct 22, 2024
5.2%
16.5M shares
NORGES BANK (THE CENTRAL BANK OF NORWAY)
SC 13G/A · Oct 10, 2024
4.7%
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2024
8.2%
27.8M shares
Canada Pension Plan Investment Board
SC 13G · Feb 14, 2024
5.4%
18.2M shares
The Vanguard Group - 23-1945930
SC 13G/A · Feb 13, 2024
11.2%
38.0M shares
NORGES BANK (THE CENTRAL BANK OF NORWAY)
SC 13G/A · Jan 26, 2024
5.4%
SC 13G/A · Jan 24, 2024
9.7%
32.8M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2023
8.8%
32.7M shares
NORGES BANK (THE CENTRAL BANK OF NORWAY)
SC 13G/A · Feb 14, 2023
5.2%
SC 13G/A · Jan 27, 2023
8.7%
32.2M shares
/ PZENA INVESTMENT MANAGEMENT, LLC
SC 13G/A · Jan 25, 2023
6.1%
22.6M shares
The Vanguard Group - 23-1945930
SC 13G/A · Mar 9, 2022
10.6%
41.4M shares
T. ROWE PRICE ASSOCIATES, INC. 52-0556948
SC 13G/A · Feb 14, 2022
11.1%
45.0M shares
SC 13G/A · Jan 31, 2022
3.3%
13.5M shares
/ PZENA INVESTMENT MANAGEMENT, LLC
SC 13G · Jan 24, 2022
5.5%
22.1M shares