XOOMAR

Equitable Holdings, Inc. (EQH)

Every FINRA and SEC series the site collects for Equitable Holdings, Inc.: short interest with days to cover, daily short sale volume, fails to deliver and Form 4 insider trades. Listed on NYSE, classified by the SEC as insurance agents, brokers & service.

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4.9M

Short interest

settlement 2026-08-31

2.5

Days to cover

-9.9% vs prior

28.7%

Short share of volume

2026-09-11

78,817

Fails to deliver

settlement 2026-08-13

-$5.9M

Insider flow, 90 days

0 buys, 15 sells

As of 2026-09-11.

Short interest

FINRA, twice a month; the last 12 months shown, all 48 settlements in the JSON

As of 31 August 2026, short interest in EQH is 4,919,069 shares, down 1,630,575 shares over the last month. Over the last 48 readings it ranged from 3,838,985 shares (13 September 2024) to 10,576,524 shares (29 May 2026). At the reported average volume of 2.0M shares a day that is 2.5 days to cover.

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SettlementShares shortChangeAvg daily volumeDays to cover
2026-08-314,919,069-9.9%1,956,8292.51
2026-08-145,459,190-16.6%3,434,2241.59
2026-07-316,549,644+20.1%2,677,9772.45
2026-07-155,453,324-4.9%2,657,8222.05
2026-06-305,735,587-23.2%4,434,6611.29
2026-06-157,469,933-29.4%3,818,3001.96
2026-05-2910,576,524+36.6%6,172,7961.71
2026-05-157,742,851+7.5%4,490,6411.72
2026-04-307,199,286+5.2%3,023,2432.38
2026-04-156,846,099-11.8%4,785,0581.43
2026-03-317,757,505-3.3%4,754,0821.63
2026-03-138,019,332+19.4%3,356,3202.39
2026-02-276,717,404+5.3%3,646,0751.84
2026-02-136,378,284-10.2%3,382,1251.89
2026-01-307,098,691-7.6%3,285,0742.16
2026-01-157,680,687+20.2%2,379,6563.23
2025-12-316,387,550-12.8%2,116,7283.02
2025-12-157,328,519-14.7%2,334,0703.14
2025-11-288,589,781+0.3%3,238,0752.65
2025-11-148,562,373+10.2%3,324,4532.58
2025-10-317,766,947+2.8%2,548,4383.05
2025-10-157,556,933+8.5%2,904,0992.60
2025-09-306,964,744-1.9%3,367,4032.07
2025-09-157,098,877+4.5%2,725,9362.60

Daily short volume

FINRA Reg SHO, last 60 sessions. JSON

As of 11 September 2026, the short share of EQH volume is 28.7%, down 1.3 points over the last five sessions. Over the last 52 readings it ranged from 10.9% (5 August 2026) to 61.2% (20 July 2026). The latest reading is 3.0 points below the 30-session average of 31.6%, on 728K shares reported.

DateShort volumeTotal volumeShort shareExempt
2026-09-11209K728K28.7%15
2026-09-10250K862K29.0%290
2026-09-091.1M3.1M36.0%220
2026-09-08476K982K48.4%38
2026-09-04302K756K40.0%0
2026-09-03317K1.1M29.9%309
2026-09-02503K1.0M49.7%0
2026-09-01430K712K60.4%13
2026-08-31404K768K52.6%133
2026-08-2889K300K29.5%0
2026-08-27112K731K15.3%677
2026-08-26207K792K26.2%61
2026-08-25172K380K45.4%0
2026-08-24267K872K30.6%1
2026-08-21214K799K26.8%0
2026-08-20186K917K20.3%764
2026-08-19129K437K29.6%0
2026-08-18224K543K41.3%28
2026-08-17255K489K52.2%0
2026-08-14182K385K47.2%0
2026-08-13234K636K36.7%0
2026-08-12635K1.4M46.0%1
2026-08-11476K1.8M27.2%712
2026-08-10169K931K18.1%0
2026-08-07113K677K16.7%0
2026-08-06148K994K14.9%0
2026-08-05393K3.6M10.9%0
2026-08-04230K1.5M14.9%11
2026-08-03178K1.5M12.3%15
2026-07-31256K2.1M12.0%300

Fails to deliver

SEC, by settlement date. JSON

As of 13 August 2026, the fails-to-deliver balance in EQH is 78,817 shares, up 78,813 shares over the last settlement date. Over the last 52 readings it ranged from 4 shares (30 July 2026) to 135,376 shares (8 September 2025).

SettlementShares failedPriceValue
2026-08-1378,817$51.87$4.1M
2026-07-304$48.35$193
2026-07-10476$46.69$22K
2026-06-26396$43.84$17K
2026-06-2245$45.29$2K
2026-06-1815,649$45.50$712K
2026-06-032,024$41.59$84K
2026-06-01129$41.35$5K
2026-05-18341$42.58$15K
2026-05-0612,350$44.04$544K
2026-04-2917,420$41.84$729K
2026-04-14266$38.22$10K
2026-04-07128,880$38.45$5.0M
2026-04-06128,880$37.79$4.9M
2026-03-241,545$38.08$59K
2026-03-2388,735$37.35$3.3M
2026-03-1818,495$38.55$713K
2026-03-0672$39.78$3K
2026-03-0572$40.14$3K
2026-03-031,143$40.49$46K
2026-02-1929$45.55$1K
2026-02-1816$45.25$724
2026-02-1241$44.55$2K
2026-02-0978$45.52$4K
2026-02-0572,268$44.80$3.2M
2026-01-22478$45.74$22K
2025-12-1013,110$46.74$613K
2025-12-0932,555$46.04$1.5M
2025-12-049,810$45.63$448K
2025-12-019,148$46.69$427K

Insider trades

SEC Form 4, newest first, 50 of 100 shown. JSON

Insiders at EQH reported 15 open-market sells worth $5.9M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Lane Nick (See Remarks) on 2026-09-04.

DateInsiderTitleTypeSharesPriceValueOwned after
2026-09-04Lane NickSee RemarksSell15K$53.24$795K110K
2026-09-04Isaacs-Lowe Arlenen/aSell1K$52.83$53K20K
2026-08-17HURD JEFFREY JChief Operating OfficerSell300$53.06$16K65K
2026-08-17HURD JEFFREY JChief Operating OfficerSell2K$52.50$118K65K
2026-08-17HURD JEFFREY JChief Operating OfficerSell2K$51.39$126K68K
2026-08-17HURD JEFFREY JChief Operating OfficerSell500$53.05$27K70K
2026-08-17HURD JEFFREY JChief Operating OfficerSell4K$52.51$221K71K
2026-08-17HURD JEFFREY JChief Operating OfficerSell5K$51.39$239K75K
2026-08-17HURD JEFFREY JChief Operating OfficerOption exercise9K$21.34$200K79K
2026-08-11MacKay Craig Cn/aSell2K$51.37$113K19K
2026-08-10Pearson MarkPresident and CEOGrant1K$0.00$0755K
2026-08-10Raju Robin MChief Financial OfficerGrant320$0.00$0187K
2026-08-10HURD JEFFREY JChief Operating OfficerGrant272$0.00$070K
2026-08-10Lane NickSee RemarksGrant314$0.00$0125K
2026-08-10Meyers KurtChief Legal Officer, SecretaryGrant197$0.00$035K
2026-08-10Eckert William James IVChief Accounting OfficerGrant48$0.00$08K
2026-08-10Eckert William James IVChief Accounting OfficerSell947$52.88$50K8K
2026-08-10BERNSTEIN SETH PSee RemarksGrant104$0.00$056K
2026-08-06Stonehill Charles G.T.n/aSell8K$51.54$387K34K
2026-08-06SCOTT BERTRAM Ln/aSell1K$51.15$75K26K
2026-07-20Pearson MarkPresident and CEOSell136$49.19$7K753K
2026-07-20Pearson MarkPresident and CEOSell40K$48.54$1.9M754K
2026-07-20Pearson MarkPresident and CEOOption exercise27K$23.18$630K793K
2026-06-18Pearson MarkPresident and CEOSell40K$45.29$1.8M766K
2026-06-18Pearson MarkPresident and CEOOption exercise27K$23.18$630K806K
2026-06-15HURD JEFFREY JChief Operating OfficerSell5K$45.11$226K75K
2026-06-15HURD JEFFREY JChief Operating OfficerOption exercise9K$21.34$200K89K
2026-06-15HURD JEFFREY JChief Operating OfficerSell9K$45.11$422K80K
2026-06-10Eckert William James IVChief Accounting OfficerSell6K$41.83$259K9K
2026-06-08Meyers KurtChief Legal Officer, SecretaryGrant250$0.00$035K
2026-06-08Raju Robin MChief Financial OfficerGrant406$0.00$0186K
2026-06-08Lane NickSee RemarksGrant398$0.00$0125K
2026-06-08HURD JEFFREY JChief Operating OfficerGrant344$0.00$080K
2026-06-08Pearson MarkPresident and CEOGrant2K$0.00$0778K
2026-06-08Eckert William James IVChief Accounting OfficerGrant61$0.00$016K
2026-06-08BERNSTEIN SETH PSee RemarksGrant131$0.00$056K
2026-06-04SCOTT BERTRAM Ln/aSell2K$41.08$101K28K
2026-05-20Hondal Francisn/aGrant4K$42.05$185K30K
2026-05-20Stansfield Georgen/aGrant4K$42.05$185K43K
2026-05-20Kaye Daniel Gn/aGrant4K$42.05$185K60K
2026-05-20Stonehill Charles G.T.n/aGrant4K$42.05$185K42K
2026-05-20SCOTT BERTRAM Ln/aGrant4K$42.05$185K30K
2026-05-20MacKay Craig Cn/aGrant4K$42.05$185K21K
2026-05-20LAMMTENNANT JOAN Mn/aGrant7K$42.05$290K55K
2026-05-20Isaacs-Lowe Arlenen/aGrant4K$42.05$185K21K
2026-05-20Dachille Douglas A.n/aGrant4K$42.05$185K8K
2026-05-18Pearson MarkPresident and CEOSell40K$42.60$1.7M777K
2026-05-18Pearson MarkPresident and CEOOption exercise27K$23.18$630K816K
2026-05-15Lane NickSee RemarksSell4K$42.45$187K124K
2026-05-15Lane NickSee RemarksOption exercise4K$23.18$102K129K

Form 4 filings are due within two business days of the trade. Insiders sell for many reasons that say nothing about the company; open-market buys are the rarer, stronger signal.

Planned sales (Form 144)

Newest first. JSON

11 Form 144 notices on file for EQH worth $9.7M at the prices reported; 7 in the last 90 days worth $2.2M. Latest: ARLENE ISAACS-LOWE filed on 2026-09-04 to sell 1,000 shares ($53K) from 2026-09-04.

FiledSellerSharesMarket valueOf outstandingSale fromBroker
2026-09-04ARLENE ISAACS-LOWEDirector1K$53K0.000%2026-09-04Morgan Stanley Smith Barney LLC Executive Financial Services
2026-09-04Nick LaneOfficer15K$795K0.005%2026-09-04Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-17JEFFREY HURDOfficer14K$762K0.005%2026-08-17Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-11CRAIG MACKAYDirector2K$113K0.001%2026-08-11Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-10WILLIAM J ECKERT IVOfficer947$50K0.000%2026-08-10Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-06CHARLES STONEHILLDirector8K$387K0.003%2026-08-06Morgan Stanley Smith Barney LLC Executive Financial Services
2026-08-06BERTRAM L SCOTTDirector1K$75K0.001%2026-08-06Morgan Stanley Smith Barney LLC Executive Financial Services
2025-11-18Mark PearsonPresident / CEO / Director119K$5.1M0.042%2025-11-18J.P. Morgan Securities LLC
2025-11-17JEFFREY J HURDOfficer7K$304K0.002%2025-11-17Morgan Stanley Smith Barney LLC Executive Financial Services
2025-09-22ROBIN RAJUOfficer37K$2.0M0.012%2025-09-22Morgan Stanley Smith Barney LLC Executive Financial Services
2025-09-16ARLENE ISAACS-LOWEDirector2K$95K0.001%2025-09-16Morgan Stanley Smith Barney LLC Executive Financial Services

Large holders (13D and 13G)

One row per reporting person, newest filing first. JSON

6 holders above 5% have filed on EQH, all on Schedule 13G (passive). The largest reported stake is T. Rowe Price Associates, Inc. at 6.7% of the class (18,270,539 shares), filed 2026-08-14 for an event on 2026-06-30.

FiledFormHolderSharesOf classEvent
2026-08-1413G/Ano. 8T. Rowe Price Associates, Inc.investment adviser18.3M6.7%2026-06-30
2026-08-1413G/Ano. 2Canada Pension Plan Investment Boardnon-US institution9.1M3.3%2026-06-30
2026-07-3113G/Ano. 1Vanguard Portfolio Managementinvestment adviser13.5M4.9%2026-06-30
2026-05-1113GNorges Banknon-US institution, other entity18.6M6.6%2026-03-31
2026-04-2913GVanguard Capital Managementinvestment adviser15.2M5.4%2026-03-31
2026-04-2913GVanguard Portfolio Managementinvestment adviser14.7M5.2%2026-03-31
2026-03-2613G/Ano. 7The Vanguard Groupinvestment adviser00.0%2026-03-13
2026-02-1713G/Ano. 1Canada Pension Plan Investment Boardnon-US institution19.3M6.7%2025-12-31

13F holders

Tracked managers holding EQH at their latest 13F. JSON

9 of the 30 tracked managers held EQH at their latest 13F, $502.7M in total at quarter-end prices. Viking Global Investors is the largest at $236.9M (0.7% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 5 cut.

FundQuarterSharesValueOf portfolioChange in shares
Viking Global Investors2026-06-305.4M$236.9M0.68%+2.1M
D. E. Shaw & Co.2026-06-302.0M$89.3M0.04%-167K
Citadel Advisors2026-06-301.4M$61.9M0.01%-1.8M
Renaissance Technologies2026-06-30820K$36.0M0.05%+752K
Millennium Management2026-06-30611K$26.8M0.01%-1.3M
Point72 Asset Management2026-06-30373K$16.3M0.02%+42K
AQR Capital Management2026-06-30337K$14.8M0.01%-674K
Bridgewater Associates2026-06-30261K$11.5M0.05%-197K
Two Sigma Investments2026-06-30211K$9.3M0.01%+147K

Only the 30 tracked managers on the funds hub; a 13F reports long positions in US listed stock at quarter end, 45 days late, and says nothing about shorts or positions sold since.

Financials

SEC XBRL, as filed. JSON

In Q2 2026 (quarter ended 2026-06-30) Equitable Holdings, Inc. reported revenue of $1.66B, down 29.8% from the same quarter a year earlier, and net loss of $453.0M (-1.68 diluted EPS). In FY 2025 it generated $714.0M of operating cash flow and spent $1.45B on buybacks and $314.0M on dividends. As of 2026-06-30, cash was $17.18B against $3.84B of debt.

Cash
$17.18B
Debt
$3.84B
Equity
-$785.0M
Total assets
$334.66B
Shares outstanding
273,035,157

Quarterly, last 8 quarters

QuarterPeriod endRevenueNet incomeMarginDiluted EPS
Q2 20262026-06-30$1.66B-$453.0M-27.3%-1.68
Q1 20262026-03-31$4.23B$621.0M14.7%2.14
Q4 2025derived2025-12-31$3.28Bn/an/an/a
Q3 20252025-09-30$1.45B-$1.31B-90.3%-4.47
Q2 20252025-06-30$2.36B-$349.0M-14.8%-1.21
Q1 20252025-03-31$4.58B$63.0M1.4%0.16
Q4 2024derived2024-12-31$3.62Bn/an/an/a
Q3 20242024-09-30$3.07B-$132.0M-4.3%-0.46

Fiscal years, with buybacks and dividends

Fiscal yearEndsRevenueNet incomeOperating cash flowCapexBuybacksDividends
FY 20252025-12-31$11.66Bn/a$714.0Mn/a$1.45B$314.0M
FY 20242024-12-31$12.43Bn/a$2.01Bn/a$1.01B$302.0M
FY 20232023-12-31$10.46Bn/a-$208.0Mn/a$919.0M$301.0M
FY 20222022-12-31n/an/an/an/a$849.0M$294.0M
FY 20212021-12-31$7.61Bn/a-$193.0Mn/a$1.64B$296.0M

Quarters are the three-month figures the company reports; a fourth quarter marked derived is the fiscal year less the three reported quarters, since companies report it only inside the 10-K. Fiscal years are the annual figures. Buybacks are cash paid to repurchase common stock in the year (XBRL PaymentsForRepurchaseOfCommonStock), not authorizations. Balance sheet lines are as of 2026-06-30; shares outstanding as of 2026-08-04 from the cover page.

What this page is

Equitable Holdings, Inc. in the regulatory record

Regulators publish company data in separate files that never sit next to each other: FINRA's twice-monthly short interest, its daily short sale volume, the SEC's fails-to-deliver counts, and each insider's Form 4. A company page pulls every series the site collects for one ticker onto one URL, keyed by the SEC's own ticker list, so the short position, the daily flow, the settlement fails and what insiders are doing can be read together.

Each section has its own history table, a summary sentence built from the rows (last value, change, range with dates) and its own JSON and CSV links. Nothing on the page is written by a model; the sentences change only when the data does. A page exists only for companies with data in at least two series, and every section says when its source last updated.

This page follows Equitable Holdings, Inc. (EQH), SEC CIK 1333986, listed on NYSE, classified by the SEC as insurance agents, brokers & service. The cross-market tables live on the short interest and insider transactions hubs.

Source and method

Short interest
FINRA consolidated short interestTwice a month, about eight business days after settlement. Latest 2026-08-31.JSON and CSV
Daily short volume
FINRA Reg SHO daily filesEvery trading day, loaded the following morning. Latest 2026-09-11.JSON and CSV
Fails to deliver
SEC fails-to-deliver dataTwice a month, a few weeks after the half month ends. Latest 2026-08-13.JSON and CSV
Planned sales
SEC EDGAR Form 144EDGAR read every 30 minutes; a notice is filed on or before the sell order. Latest 2026-09-04.JSON and CSV
Large holders
SEC EDGAR Schedule 13D and 13GEDGAR read every 30 minutes; 13D within five business days of crossing 5%, 13G on the passive schedule. Latest 2026-08-14.JSON and CSV
13F holders
SEC EDGAR Form 13F-HRQuarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
Financials
SEC XBRL company factsRefreshed weekly from the SEC's structured data; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
Insider trades
SEC EDGAR Form 4EDGAR read every 30 minutes; filings are due two business days after the trade. Latest 2026-09-04.JSON and CSV
Company record
EDGAR filing index for CIK 1333986Ticker, name and exchange from the SEC's company list, refreshed weekly.
Rate limits
30 requests a minute without a key, 120 a minute with a key from a free account.

Data checks. Every dataset is checked against its source once a day. This dataset passed the last run, 14 Sep 14:38 UTC.

How to read it

  • Read the position against the flow: rising short interest with a high daily short share is new shorting; rising short interest with a normal short share is old shorts holding on.
  • Insider buys next to a crowded short are the combination that has historically preceded squeezes; insider sells next to a crowded short are common and mean little.
  • Fails to deliver matter relative to the float, not in absolute shares; a million failed shares in a mega cap is noise.

Analysis of what the data shows, not advice. XOOMAR does not recommend buying, selling or holding anything.

Datasets

Frequently Asked Questions

How much of EQH is sold short?
4,919,069 shares were held short at the 2026-08-31 settlement, 2.5 days of average volume. FINRA publishes the next count about eight business days after the 15th and the last business day of the month.
What is EQH's daily short volume?
On 2026-09-11, 208,686 of the 728,261 EQH shares reported to FINRA were sold short, 28.7% of the day's reported volume. Short volume is a flow for one day, not a position.
Does EQH have fails to deliver?
The SEC's latest file shows 78,817 EQH shares failed to deliver at settlement 2026-08-13. Fails are reported per settlement date and published twice a month with a lag.
Are EQH insiders buying or selling?
Insiders at EQH reported 15 open-market sells worth $5.9M in the last 90 days and no open-market buys. Sells alone are a weak signal; insiders sell for tax, diversification and estate reasons all the time. Latest filing: Lane Nick (See Remarks) on 2026-09-04.
Have EQH insiders filed to sell?
11 Form 144 notices on file for EQH worth $9.7M at the prices reported; 7 in the last 90 days worth $2.2M. Latest: ARLENE ISAACS-LOWE filed on 2026-09-04 to sell 1,000 shares ($53K) from 2026-09-04.
Who owns more than 5% of EQH?
6 holders above 5% have filed on EQH, all on Schedule 13G (passive). The largest reported stake is T. Rowe Price Associates, Inc. at 6.7% of the class (18,270,539 shares), filed 2026-08-14 for an event on 2026-06-30.
What did EQH report last quarter?
In Q2 2026 (quarter ended 2026-06-30) Equitable Holdings, Inc. reported revenue of $1.66B, down 29.8% from the same quarter a year earlier, and net loss of $453.0M (-1.68 diluted EPS). In FY 2025 it generated $714.0M of operating cash flow and spent $1.45B on buybacks and $314.0M on dividends. As of 2026-06-30, cash was $17.18B against $3.84B of debt.
Which funds hold EQH?
9 of the 30 tracked managers held EQH at their latest 13F, $502.7M in total at quarter-end prices. Viking Global Investors is the largest at $236.9M (0.7% of its portfolio) as of 2026-06-30. Over the prior quarter 4 added shares and 5 cut.

Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.