Equitable Holdings (EQH)
Equitable Holdings on one page: short interest, daily short volume, fails to deliver, planned sales, large holders, 13F holders, financials, earnings dates and insider trades. Listed on NYSE, classified by the SEC as insurance agents, brokers & service.
5.8M
Short interest
settlement 2026-10-15
2.3
Days to cover
+0.8 days vs prior
13.5%
Short share of volume
2026-11-02
9
Fails to deliver
settlement 2026-10-09
Wed 3 Feb
Next earnings
estimated date
-$2.5M
Insider flow, 90 days
0 buys, 14 sells
As of 2026-11-02.
Short interest
FINRA, twice a month. The newest 48 settlements in the table, 48 in the chart. JSONAs of 15 October 2026, short interest in EQH is 5,798,391 shares, down 726,159 shares over the last month. Over the last 48 readings it ranged from 3,854,377 shares (15 May 2025) to 10,576,524 shares (29 May 2026). At the reported average volume of 2.5M shares a day that is 2.3 days to cover.
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| Settlement | Shares short | Change | Avg daily volume | Days to cover |
|---|---|---|---|---|
| 2026-10-15 | 5,798,391 | +6.1% | 2,522,762 | 2.30 |
| 2026-09-30 | 5,467,154 | -16.2% | 3,585,298 | 1.52 |
| 2026-09-15 | 6,524,550 | +32.6% | 2,868,336 | 2.27 |
| 2026-08-31 | 4,919,069 | -9.9% | 1,956,829 | 2.51 |
| 2026-08-14 | 5,459,190 | -16.6% | 3,434,224 | 1.59 |
| 2026-07-31 | 6,549,644 | +20.1% | 2,677,977 | 2.45 |
| 2026-07-15 | 5,453,324 | -4.9% | 2,657,822 | 2.05 |
| 2026-06-30 | 5,735,587 | -23.2% | 4,434,661 | 1.29 |
| 2026-06-15 | 7,469,933 | -29.4% | 3,818,300 | 1.96 |
| 2026-05-29 | 10,576,524 | +36.6% | 6,172,796 | 1.71 |
| 2026-05-15 | 7,742,851 | +7.5% | 4,490,641 | 1.72 |
| 2026-04-30 | 7,199,286 | +5.2% | 3,023,243 | 2.38 |
| 2026-04-15 | 6,846,099 | -11.8% | 4,785,058 | 1.43 |
| 2026-03-31 | 7,757,505 | -3.3% | 4,754,082 | 1.63 |
| 2026-03-13 | 8,019,332 | +19.4% | 3,356,320 | 2.39 |
| 2026-02-27 | 6,717,404 | +5.3% | 3,646,075 | 1.84 |
| 2026-02-13 | 6,378,284 | -10.2% | 3,382,125 | 1.89 |
| 2026-01-30 | 7,098,691 | -7.6% | 3,285,074 | 2.16 |
| 2026-01-15 | 7,680,687 | +20.2% | 2,379,656 | 3.23 |
| 2025-12-31 | 6,387,550 | -12.8% | 2,116,728 | 3.02 |
| 2025-12-15 | 7,328,519 | -14.7% | 2,334,070 | 3.14 |
| 2025-11-28 | 8,589,781 | +0.3% | 3,238,075 | 2.65 |
| 2025-11-14 | 8,562,373 | +10.2% | 3,324,453 | 2.58 |
| 2025-10-31 | 7,766,947 | +2.8% | 2,548,438 | 3.05 |
| 2025-10-15 | 7,556,933 | +8.5% | 2,904,099 | 2.60 |
| 2025-09-30 | 6,964,744 | -1.9% | 3,367,403 | 2.07 |
| 2025-09-15 | 7,098,877 | +4.5% | 2,725,936 | 2.60 |
| 2025-08-29 | 6,795,969 | +2.7% | 2,685,404 | 2.53 |
| 2025-08-15 | 6,619,355 | +44.5% | 3,542,641 | 1.87 |
| 2025-07-31 | 4,579,435 | -2.8% | 2,101,903 | 2.18 |
| 2025-07-15 | 4,710,233 | -23.3% | 2,380,356 | 1.98 |
| 2025-06-30 | 6,140,644 | +15.8% | 3,178,597 | 1.93 |
| 2025-06-13 | 5,302,971 | +34.1% | 2,133,778 | 2.49 |
| 2025-05-30 | 3,953,901 | +2.6% | 2,002,029 | 1.97 |
| 2025-05-15 | 3,854,377 | -11.4% | 2,314,754 | 1.67 |
| 2025-04-30 | 4,350,710 | -18.9% | 2,527,732 | 1.72 |
| 2025-04-15 | 5,361,810 | +11.7% | 4,146,125 | 1.29 |
| 2025-03-31 | 4,801,517 | -16.8% | 3,341,965 | 1.44 |
| 2025-03-14 | 5,772,281 | +25.6% | 3,142,586 | 1.84 |
| 2025-02-28 | 4,597,487 | -27.1% | 2,520,533 | 1.82 |
| 2025-02-14 | 6,307,397 | +18.7% | 3,221,187 | 1.96 |
| 2025-01-31 | 5,314,402 | +20.4% | 2,859,163 | 1.86 |
| 2025-01-15 | 4,412,109 | +4.2% | 2,606,277 | 1.69 |
| 2024-12-31 | 4,236,338 | -7.8% | 2,478,654 | 1.71 |
| 2024-12-13 | 4,595,520 | +9.3% | 2,253,531 | 2.04 |
| 2024-11-29 | 4,204,699 | +1.9% | 2,487,809 | 1.69 |
| 2024-11-15 | 4,128,354 | +1.1% | 2,964,836 | 1.39 |
| 2024-10-31 | 4,083,852 | -14.2% | 1,952,476 | 2.09 |
Daily short volume
FINRA Reg SHO, the last 30 sessions. JSONAs of 2 November 2026, the short share of EQH volume is 13.5%, down 25.4 points over the last five sessions. Over the last 30 readings it ranged from 13.5% (2 November 2026) to 47.2% (23 October 2026). The latest reading sits at the bottom of that range. The latest reading is 15.2 points below the 30-session average of 28.8%, on 1.1M shares reported.
| Date | Short volume | Total volume | Short share | Exempt |
|---|---|---|---|---|
| 2026-11-02 | 149K | 1.1M | 13.5% | 0 |
| 2026-10-30 | 254K | 1.1M | 22.5% | 21,882 |
| 2026-10-29 | 222K | 832K | 26.8% | 0 |
| 2026-10-28 | 246K | 836K | 29.4% | 0 |
| 2026-10-27 | 276K | 724K | 38.1% | 1,161 |
| 2026-10-26 | 228K | 587K | 38.9% | 240 |
| 2026-10-23 | 838K | 1.8M | 47.2% | 0 |
| 2026-10-22 | 191K | 613K | 31.1% | 4 |
| 2026-10-21 | 257K | 787K | 32.6% | 11 |
| 2026-10-20 | 109K | 583K | 18.8% | 0 |
| 2026-10-19 | 116K | 452K | 25.7% | 0 |
| 2026-10-16 | 176K | 981K | 17.9% | 37 |
| 2026-10-15 | 284K | 1.4M | 19.9% | 0 |
| 2026-10-14 | 184K | 597K | 30.8% | 0 |
| 2026-10-13 | 113K | 649K | 17.4% | 0 |
| 2026-10-12 | 119K | 608K | 19.6% | 0 |
| 2026-10-09 | 164K | 907K | 18.1% | 7 |
| 2026-10-08 | 177K | 543K | 32.7% | 0 |
| 2026-10-07 | 196K | 793K | 24.7% | 0 |
| 2026-10-06 | 215K | 521K | 41.3% | 12 |
| 2026-10-05 | 243K | 1.2M | 19.8% | 54 |
| 2026-10-02 | 264K | 938K | 28.1% | 0 |
| 2026-10-01 | 249K | 579K | 43.0% | 0 |
| 2026-09-30 | 206K | 552K | 37.4% | 0 |
| 2026-09-29 | 201K | 498K | 40.3% | 0 |
| 2026-09-28 | 258K | 766K | 33.6% | 1,733 |
| 2026-09-25 | 224K | 771K | 29.1% | 0 |
| 2026-09-24 | 282K | 1.1M | 25.8% | 0 |
| 2026-09-23 | 298K | 904K | 33.0% | 0 |
| 2026-09-22 | 202K | 778K | 26.0% | 5 |
Fails to deliver
SEC, the last 30 settlement dates with a fail. JSONAs of 9 October 2026, the fails-to-deliver balance in EQH is 9 shares, down 5 shares over the last settlement date. Over the last 30 readings it ranged from 1 share (9 September 2026) to 215,508 shares (19 August 2026). The latest reading sits at the bottom of that range.
| Settlement | Shares failed | Price | Value |
|---|---|---|---|
| 2026-10-09 | 9 | $53.48 | $481 |
| 2026-10-05 | 14 | $52.64 | $737 |
| 2026-10-02 | 14 | $51.95 | $727 |
| 2026-09-23 | 35 | $52.20 | $2K |
| 2026-09-09 | 1 | $52.04 | $52 |
| 2026-09-03 | 2 | $51.52 | $103 |
| 2026-08-19 | 215,508 | $50.84 | $11.0M |
| 2026-08-13 | 78,817 | $51.87 | $4.1M |
| 2026-07-30 | 4 | $48.35 | $193 |
| 2026-07-10 | 476 | $46.69 | $22K |
| 2026-06-26 | 396 | $43.84 | $17K |
| 2026-06-22 | 45 | $45.29 | $2K |
| 2026-06-18 | 15,649 | $45.50 | $712K |
| 2026-06-03 | 2,024 | $41.59 | $84K |
| 2026-06-01 | 129 | $41.35 | $5K |
| 2026-05-18 | 341 | $42.58 | $15K |
| 2026-05-06 | 12,350 | $44.04 | $544K |
| 2026-04-29 | 17,420 | $41.84 | $729K |
| 2026-04-14 | 266 | $38.22 | $10K |
| 2026-04-07 | 128,880 | $38.45 | $5.0M |
| 2026-04-06 | 128,880 | $37.79 | $4.9M |
| 2026-03-24 | 1,545 | $38.08 | $59K |
| 2026-03-23 | 88,735 | $37.35 | $3.3M |
| 2026-03-18 | 18,495 | $38.55 | $713K |
| 2026-03-06 | 72 | $39.78 | $3K |
| 2026-03-05 | 72 | $40.14 | $3K |
| 2026-03-03 | 1,143 | $40.49 | $46K |
| 2026-02-19 | 29 | $45.55 | $1K |
| 2026-02-18 | 16 | $45.25 | $724 |
| 2026-02-12 | 41 | $44.55 | $2K |
Insider trades
SEC Form 4, newest first. JSONInsiders at EQH reported 14 open-market sells worth $2.5M in the last 90 days and no open-market buys. Latest filing: SCOTT BERTRAM L (Director) on 2026-09-21.
| Date | Insider | Title | Type | Shares | Price | Value | Owned after |
|---|---|---|---|---|---|---|---|
| 2026-09-21 | SCOTT BERTRAM L | Director | Sell | 3K | $54.35 | $151K | 24K |
| 2026-09-17 | MacKay Craig C | Director | Sell | 2K | $54.27 | $109K | 17K |
| 2026-09-04 | Lane Nick | See Remarks | Sell | 15K | $53.24 | $795K | 110K |
| 2026-09-04 | Isaacs-Lowe Arlene | Director | Sell | 1K | $52.83 | $53K | 20K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 300 | $53.06 | $16K | 65K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 2K | $52.50 | $118K | 65K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 2K | $51.39 | $126K | 68K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 500 | $53.05 | $27K | 70K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 4K | $52.51 | $221K | 71K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Sell | 5K | $51.39 | $239K | 75K |
| 2026-08-17 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 79K |
| 2026-08-11 | MacKay Craig C | Director | Sell | 2K | $51.37 | $113K | 19K |
| 2026-08-10 | Pearson Mark | President and CEO | Grant | 1K | $0.00 | $0 | 755K |
| 2026-08-10 | Raju Robin M | Chief Financial Officer | Grant | 320 | $0.00 | $0 | 187K |
| 2026-08-10 | HURD JEFFREY J | Chief Operating Officer | Grant | 272 | $0.00 | $0 | 70K |
| 2026-08-10 | Lane Nick | See Remarks | Grant | 314 | $0.00 | $0 | 125K |
| 2026-08-10 | Meyers Kurt | Chief Legal Officer, Secretary | Grant | 197 | $0.00 | $0 | 35K |
| 2026-08-10 | Eckert William James IV | Chief Accounting Officer | Grant | 48 | $0.00 | $0 | 8K |
| 2026-08-10 | Eckert William James IV | Chief Accounting Officer | Sell | 947 | $52.88 | $50K | 8K |
| 2026-08-10 | BERNSTEIN SETH P | See Remarks | Grant | 104 | $0.00 | $0 | 56K |
| 2026-08-06 | Stonehill Charles G.T. | Director | Sell | 8K | $51.54 | $387K | 34K |
| 2026-08-06 | SCOTT BERTRAM L | Director | Sell | 1K | $51.15 | $75K | 26K |
| 2026-07-20 | Pearson Mark | President and CEO | Sell | 136 | $49.19 | $7K | 753K |
| 2026-07-20 | Pearson Mark | President and CEO | Sell | 40K | $48.54 | $1.9M | 754K |
| 2026-07-20 | Pearson Mark | President and CEO | Exercise or conversion | 27K | $23.18 | $630K | 793K |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 4K | $49.03 | $206K | 70K |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 800 | $48.02 | $38K | 74K |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 8K | $49.01 | $390K | 75K |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 1K | $48.01 | $67K | 83K |
| 2026-07-15 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 84K |
| 2026-06-18 | Pearson Mark | President and CEO | Sell | 40K | $45.29 | $1.8M | 766K |
| 2026-06-18 | Pearson Mark | President and CEO | Exercise or conversion | 27K | $23.18 | $630K | 806K |
| 2026-06-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 5K | $45.11 | $226K | 75K |
| 2026-06-15 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 89K |
| 2026-06-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 9K | $45.11 | $422K | 80K |
| 2026-06-10 | Eckert William James IV | Chief Accounting Officer | Sell | 6K | $41.83 | $259K | 9K |
| 2026-06-08 | Meyers Kurt | Chief Legal Officer, Secretary | Grant | 250 | $0.00 | $0 | 35K |
| 2026-06-08 | Raju Robin M | Chief Financial Officer | Grant | 406 | $0.00 | $0 | 186K |
| 2026-06-08 | Lane Nick | See Remarks | Grant | 398 | $0.00 | $0 | 125K |
| 2026-06-08 | HURD JEFFREY J | Chief Operating Officer | Grant | 344 | $0.00 | $0 | 80K |
| 2026-06-08 | Pearson Mark | President and CEO | Grant | 2K | $0.00 | $0 | 778K |
| 2026-06-08 | Eckert William James IV | Chief Accounting Officer | Grant | 61 | $0.00 | $0 | 16K |
| 2026-06-08 | BERNSTEIN SETH P | See Remarks | Grant | 131 | $0.00 | $0 | 56K |
| 2026-06-04 | SCOTT BERTRAM L | Director | Sell | 2K | $41.08 | $101K | 28K |
| 2026-05-20 | Hondal Francis | Director | Grant | 4K | $42.05 | $185K | 30K |
| 2026-05-20 | Stansfield George | Director | Grant | 4K | $42.05 | $185K | 43K |
| 2026-05-20 | Kaye Daniel G | Director | Grant | 4K | $42.05 | $185K | 60K |
| 2026-05-20 | Stonehill Charles G.T. | Director | Grant | 4K | $42.05 | $185K | 42K |
| 2026-05-20 | SCOTT BERTRAM L | Director | Grant | 4K | $42.05 | $185K | 30K |
| 2026-05-20 | MacKay Craig C | Director | Grant | 4K | $42.05 | $185K | 21K |
| 2026-05-20 | LAMMTENNANT JOAN M | Director | Grant | 7K | $42.05 | $290K | 55K |
| 2026-05-20 | Isaacs-Lowe Arlene | Director | Grant | 4K | $42.05 | $185K | 21K |
| 2026-05-20 | Dachille Douglas A. | Director | Grant | 4K | $42.05 | $185K | 8K |
| 2026-05-18 | Pearson Mark | President and CEO | Sell | 40K | $42.60 | $1.7M | 777K |
| 2026-05-18 | Pearson Mark | President and CEO | Exercise or conversion | 27K | $23.18 | $630K | 816K |
| 2026-05-15 | Lane Nick | See Remarks | Sell | 4K | $42.45 | $187K | 124K |
| 2026-05-15 | Lane Nick | See Remarks | Exercise or conversion | 4K | $23.18 | $102K | 129K |
| 2026-05-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 5K | $42.45 | $212K | 79K |
| 2026-05-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 9K | $42.44 | $397K | 84K |
| 2026-05-15 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 94K |
| 2026-05-15 | Eckert William James IV | Chief Accounting Officer | Sell | 7K | $42.48 | $310K | 16K |
| 2026-04-20 | Pearson Mark | President and CEO | Sell | 40K | $41.63 | $1.7M | 789K |
| 2026-04-20 | Pearson Mark | President and CEO | Exercise or conversion | 27K | $23.18 | $630K | 829K |
| 2026-04-15 | Lane Nick | See Remarks | Sell | 10K | $40.44 | $404K | 124K |
| 2026-04-15 | Lane Nick | See Remarks | Exercise or conversion | 10K | $23.18 | $232K | 134K |
| 2026-04-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 5K | $40.44 | $202K | 84K |
| 2026-04-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 1K | $41.06 | $43K | 89K |
| 2026-04-15 | HURD JEFFREY J | Chief Operating Officer | Sell | 8K | $40.61 | $337K | 90K |
| 2026-04-15 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 99K |
| 2026-04-15 | Pearson Mark | President and CEO | Sell | 1K | $40.03 | $56K | 802K |
| 2026-04-15 | Pearson Mark | President and CEO | Exercise or conversion | 1K | $23.18 | $32K | 803K |
| 2026-04-08 | HURD JEFFREY J | Chief Operating Officer | Sell | 5K | $40.00 | $200K | 89K |
| 2026-04-08 | HURD JEFFREY J | Chief Operating Officer | Sell | 9K | $40.06 | $375K | 94K |
| 2026-04-08 | HURD JEFFREY J | Chief Operating Officer | Exercise or conversion | 9K | $21.34 | $200K | 104K |
| 2026-04-08 | Lane Nick | See Remarks | Sell | 10K | $40.04 | $400K | 124K |
| 2026-04-08 | Lane Nick | See Remarks | Exercise or conversion | 10K | $23.18 | $232K | 134K |
| 2026-04-08 | Pearson Mark | President and CEO | Sell | 38K | $40.05 | $1.5M | 802K |
| 2026-04-08 | Pearson Mark | President and CEO | Exercise or conversion | 26K | $23.18 | $598K | 840K |
| 2026-03-12 | Pearson Mark | President and CEO | Grant | 2K | $0.00 | $0 | 814K |
| 2026-03-12 | Meyers Kurt | Chief Legal Officer, Secretary | Grant | 241 | $0.00 | $0 | 34K |
| 2026-03-12 | Lane Nick | See Remarks | Grant | 384 | $0.00 | $0 | 124K |
| 2026-03-12 | Raju Robin M | Chief Financial Officer | Grant | 392 | $0.00 | $0 | 186K |
| 2026-03-12 | HURD JEFFREY J | Chief Operating Officer | Grant | 332 | $0.00 | $0 | 94K |
| 2026-03-12 | Eckert William James IV | Chief Accounting Officer | Grant | 59 | $0.00 | $0 | 23K |
| 2026-03-12 | BERNSTEIN SETH P | See Remarks | Grant | 127 | $0.00 | $0 | 56K |
| 2026-03-02 | Eckert William James IV | Chief Accounting Officer | Grant | 11K | $0.00 | $0 | 28K |
| 2026-03-02 | HURD JEFFREY J | Chief Operating Officer | Grant | 58K | $0.00 | $0 | 124K |
| 2026-03-02 | Pearson Mark | President and CEO | Grant | 261K | $0.00 | $0 | 957K |
| 2026-03-02 | Meyers Kurt | Chief Legal Officer, Secretary | Grant | 7K | $0.00 | $0 | 37K |
| 2026-03-02 | Lane Nick | See Remarks | Grant | 64K | $0.00 | $0 | 157K |
| 2026-03-02 | BERNSTEIN SETH P | See Remarks | Grant | 20K | $0.00 | $0 | 67K |
| 2026-03-02 | Lane Nick | See Remarks | Tax withholding | 33K | $40.22 | $1.3M | 124K |
| 2026-03-02 | Lane Nick | See Remarks | Grant | 64K | $0.00 | $0 | 157K |
| 2026-03-02 | Lane Nick | See Remarks | Tax withholding | 15K | $40.22 | $619K | 92K |
| 2026-03-02 | Meyers Kurt | Chief Legal Officer, Secretary | Tax withholding | 3K | $40.22 | $118K | 34K |
| 2026-03-02 | Meyers Kurt | Chief Legal Officer, Secretary | Grant | 7K | $0.00 | $0 | 37K |
| 2026-03-02 | Meyers Kurt | Chief Legal Officer, Secretary | Tax withholding | 1K | $40.22 | $56K | 30K |
| 2026-03-02 | Pearson Mark | President and CEO | Tax withholding | 144K | $40.22 | $5.8M | 813K |
| 2026-03-02 | Pearson Mark | President and CEO | Grant | 261K | $0.00 | $0 | 957K |
| 2026-03-02 | Pearson Mark | President and CEO | Tax withholding | 68K | $40.22 | $2.7M | 696K |
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 rarer.
Planned sales (Form 144)
Newest first. JSON28 Form 144 notices on file for EQH worth $25.5M at the prices reported; 9 in the last 90 days worth $2.5M. Latest: BERTRAM L SCOTT filed on 2026-09-21 to sell 2,780 shares ($151K) from 2026-09-21.
| Filed | Seller | Shares | Market value | Of outstanding | Sale from | Broker |
|---|---|---|---|---|---|---|
| 2026-09-21 | BERTRAM L SCOTTDirector | 3K | $151K | 0.001% | 2026-09-21 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-09-17 | CRAIG MACKAYDirector | 2K | $109K | 0.001% | 2026-09-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-09-04 | ARLENE ISAACS-LOWEDirector | 1K | $53K | 0.000% | 2026-09-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-09-04 | Nick LaneOfficer | 15K | $795K | 0.005% | 2026-09-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-17 | JEFFREY HURDOfficer | 14K | $762K | 0.005% | 2026-08-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-11 | CRAIG MACKAYDirector | 2K | $113K | 0.001% | 2026-08-11 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-10 | WILLIAM J ECKERT IVOfficer | 947 | $50K | 0.000% | 2026-08-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-06 | CHARLES STONEHILLDirector | 8K | $387K | 0.003% | 2026-08-06 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-08-06 | BERTRAM L SCOTTDirector | 1K | $75K | 0.001% | 2026-08-06 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-10 | WILLIAM J ECKERT IVOfficer | 6K | $259K | 0.002% | 2026-06-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-06-04 | BERTRAM L SCOTTDirector | 2K | $101K | 0.001% | 2026-06-04 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-15 | JEFFREY HURDOfficer | 43K | $1.8M | 0.015% | 2026-05-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-15 | NICK LANEOfficer | 4K | $188K | 0.002% | 2026-05-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-15 | WILLIAM J ECKERT IVOfficer | 7K | $310K | 0.003% | 2026-05-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-05-08 | BERTRAM L SCOTTDirector | 6K | $252K | 0.002% | 2026-05-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-15 | JEFFREY HURDOfficer | 14K | $563K | 0.005% | 2026-04-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-15 | NICK LANEOfficer | 10K | $392K | 0.004% | 2026-04-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-08 | NICK LANEOfficer | 10K | $378K | 0.004% | 2026-04-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-04-08 | JEFFREY HURDOfficer | 14K | $542K | 0.005% | 2026-04-08 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2026-02-18 | Mark PearsonPresident / CEO / Director | 119K | $5.4M | 0.042% | 2026-02-18 | J.P. Morgan Securities LLC |
| 2025-12-23 | Gonzalez Jose RamonOfficer | 2K | $118K | 0.001% | 2025-12-23 | Fidelity Brokerage Services LLC |
| 2025-12-18 | NICK LANEOfficer | 90K | $4.3M | 0.031% | 2025-12-18 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-15 | JEFFREY J HURDOfficer | 14K | $655K | 0.005% | 2025-12-15 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-12-10 | WILLIAM J ECKERT IVOfficer | 4K | $182K | 0.002% | 2025-12-10 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-11-18 | Mark PearsonPresident / CEO / Director | 119K | $5.1M | 0.042% | 2025-11-18 | J.P. Morgan Securities LLC |
| 2025-11-17 | JEFFREY J HURDOfficer | 7K | $304K | 0.002% | 2025-11-17 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-22 | ROBIN RAJUOfficer | 37K | $2.0M | 0.012% | 2025-09-22 | Morgan Stanley Smith Barney LLC Executive Financial Services |
| 2025-09-16 | ARLENE ISAACS-LOWEDirector | 2K | $95K | 0.001% | 2025-09-16 | Morgan Stanley Smith Barney LLC Executive Financial Services |
Large holders (13D and 13G)
One row per reporting person with its latest filing, newest first. JSON3 holders report 5% or more of EQH in their latest filing, 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.
| Filed | Form | Holder | Shares | Of class | Event |
|---|---|---|---|---|---|
| 2026-08-14 | 13G/Ano. 2 | Canada Pension Plan Investment Boardnon-US institution | 9.1M | 3.3% | 2026-06-30 |
| 2026-08-14 | 13G/Ano. 8 | T. Rowe Price Associates, Inc.investment adviser | 18.3M | 6.7% | 2026-06-30 |
| 2026-07-31 | 13G/Ano. 1 | Vanguard Portfolio Managementinvestment adviser | 13.5M | 4.9% | 2026-06-30 |
| 2026-05-11 | 13G | Norges Banknon-US institution, other entity | 18.6M | 6.6% | 2026-03-31 |
| 2026-04-29 | 13G | Vanguard Capital Managementinvestment adviser | 15.2M | 5.4% | 2026-03-31 |
| 2026-03-26 | 13G/Ano. 7 | The Vanguard Groupinvestment adviser | 0 | 0.0% | 2026-03-13 |
13F holders
Tracked managers holding EQH at their latest 13F. JSON9 of the 30 tracked managers held EQH at their latest 13F, $501.3M 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.
| Fund | Quarter | Shares | Value | Of portfolio | Change in shares |
|---|---|---|---|---|---|
| Viking Global Investors | 2026-06-30 | 5.4M | $236.9M | 0.68% | new |
| D. E. Shaw & Co. | 2026-06-30 | 2.0M | $89.3M | 0.04% | -167K |
| Citadel Advisors | 2026-06-30 | 1.4M | $60.5M | 0.01% | -1.8M |
| Renaissance Technologies | 2026-06-30 | 820K | $36.0M | 0.05% | new |
| Millennium Management | 2026-06-30 | 611K | $26.8M | 0.01% | -2.0M |
| Point72 Asset Management | 2026-06-30 | 373K | $16.3M | 0.02% | +42K |
| AQR Capital Management | 2026-06-30 | 337K | $14.8M | 0.01% | -674K |
| Bridgewater Associates | 2026-06-30 | 261K | $11.5M | 0.05% | -197K |
| Two Sigma Investments | 2026-06-30 | 211K | $9.3M | 0.01% | +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. JSONIn Q2 FY 2026 (quarter ended 2026-06-30) Equitable Holdings 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
| Quarter | Period end | Revenue | Net income | Margin | Diluted EPS |
|---|---|---|---|---|---|
| Q2 FY 2026 | 2026-06-30 | $1.66B | -$453.0M | -27.3% | -1.68 |
| Q1 FY 2026 | 2026-03-31 | $4.23B | $621.0M | 14.7% | 2.14 |
| Q4 FY 2025derived | 2025-12-31 | $3.28B | $215.0M | 6.6% | n/a |
| Q3 FY 2025 | 2025-09-30 | $1.45B | -$1.31B | -90.3% | -4.47 |
| Q2 FY 2025 | 2025-06-30 | $2.36B | -$349.0M | -14.8% | -1.21 |
| Q1 FY 2025 | 2025-03-31 | $4.58B | $63.0M | 1.4% | 0.16 |
| Q4 FY 2024derived | 2024-12-31 | $3.62B | $892.0M | 24.7% | n/a |
| Q3 FY 2024 | 2024-09-30 | $3.07B | -$132.0M | -4.3% | -0.46 |
Fiscal years, with buybacks and dividends
| Fiscal year | Ends | Revenue | Net income | Operating cash flow | Capex | Buybacks | Dividends |
|---|---|---|---|---|---|---|---|
| FY 2025 | 2025-12-31 | $11.66B | -$1.38B | $714.0M | n/a | $1.45B | $314.0M |
| FY 2024 | 2024-12-31 | $12.43B | $1.28B | $2.01B | n/a | $1.01B | $302.0M |
| FY 2023 | 2023-12-31 | $10.46B | $1.28B | -$208.0M | n/a | $919.0M | $301.0M |
| FY 2022 | 2022-12-31 | n/a | $2.14B | n/a | n/a | $849.0M | $294.0M |
| FY 2021 | 2021-12-31 | $7.61B | $1.75B | -$193.0M | n/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 the cash the company paid to repurchase its common stock in the year, not the amount authorized. 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 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 puts those series for one ticker on one URL, with planned sales, large holders, 13F holders and financials beside them, 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 one-line summary of the latest figures and its own JSON and CSV links, and says when its source last updated.
This page follows Equitable Holdings (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 updates
- Short interest
- FINRA consolidated short interestSource: FINRA.Twice a month, about eight business days after settlement. Latest 2026-10-15.JSON and CSV
- Daily short volume
- FINRA Reg SHO daily filesSource: FINRA.Every trading day, the morning after FINRA posts it. Latest 2026-11-02.JSON and CSV
- Fails to deliver
- SEC fails-to-deliver dataSource: SEC.Twice a month, a few weeks after the half month ends. Latest 2026-10-09.JSON and CSV
- Planned sales
- SEC EDGAR Form 144Source: SEC.New notices appear shortly after the SEC posts them; a notice is filed on or before the sale. Latest 2026-09-21.JSON and CSV
- Large holders
- SEC EDGAR Schedule 13D and 13GSource: SEC.New filings appear shortly after the SEC posts them. A 13D is due within five business days of crossing 5%; a 13G follows the passive schedule. Latest 2026-08-14.JSON and CSV
- 13F holders
- SEC EDGAR Form 13F-HRSource: SEC.Quarterly, filed within 45 days of quarter end; 30 tracked managers. Latest 2026-06-30.JSON and CSV
- Financials
- SEC EDGAR 10-K and 10-Q filingsSource: SEC.Weekly; values are as filed in the 10-Q and 10-K. Latest 2026-06-30.JSON and CSV
- Earnings dates
- SEC EDGAR 8-K filings (Item 2.02)Source: SEC.Twice a day. Reported dates come from the company's 8-K filings; the next date is marked as an estimate until the 8-K arrives. Latest 2026-11-02.JSON and CSV
- Insider trades
- SEC EDGAR Form 4Source: SEC.New filings appear shortly after the SEC posts them; they're due two business days after the trade. Latest 2026-09-21.JSON and CSV
- Company record
- EDGAR filing index for CIK 1333986Ticker, name and exchange from the SEC's company list, refreshed weekly.
- Rate limits
- 10 requests a minute without a key, 30 with a free key from a free account.
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 large short position are rare and stand out; insider sells next to one 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.
Other companies the SEC classifies as insurance agents, brokers & service
Other company pages
Datasets
Frequently Asked Questions
How much of EQH is sold short?
5,798,391 shares were held short at the 2026-10-15 settlement, 2.3 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 2026-11-02, 149,087 of the 1,102,187 EQH shares reported to FINRA were sold short, 13.5% 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 9 EQH shares failed to deliver at settlement 2026-10-09. Fails are reported per settlement date and published twice a month with a lag.
Are EQH insiders buying or selling?
Insiders at EQH reported 14 open-market sells worth $2.5M in the last 90 days and no open-market buys. Latest filing: SCOTT BERTRAM L (Director) on 2026-09-21.
Have EQH insiders filed to sell?
28 Form 144 notices on file for EQH worth $25.5M at the prices reported; 9 in the last 90 days worth $2.5M. Latest: BERTRAM L SCOTT filed on 2026-09-21 to sell 2,780 shares ($151K) from 2026-09-21.
Who owns 5% or more of EQH?
3 holders report 5% or more of EQH in their latest filing, 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 FY 2026 (quarter ended 2026-06-30) Equitable Holdings 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 tracked 13F managers own EQH?
9 of the 30 tracked 13F managers held EQH shares at their latest filing, $501.3M in all. The largest: Andreas Halvorsen's Viking Global Investors (5.4M shares, $236.9M), D. E. Shaw & Co. (2.0M shares, $89.3M), Ken Griffin's Citadel Advisors (1.4M shares, $60.5M), Renaissance Technologies (820K shares, $36.0M), Izzy Englander's Millennium Management (611K shares, $26.8M), Steve Cohen's Point72 Asset Management (373K shares, $16.3M). The table above lists all 9.
Data on this page is provided for informational purposes only and is not financial advice. See our editorial policy.