EQH at a glance
Equitable Holdings Inc (EQH, SEC CIK 1333986) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 25, 2026 and Form 4 insider filings as recently as September 21, 2026. SignalX summarizes each filing with AI and tracks the company's insider trades and institutional holders.
- For the fiscal year ended December 31, 2025 (FY2025), Equitable Holdings Inc (EQH) reported revenue of $11.7 billion (down 6.2% from FY2024) and a net loss of $1.4 billion. Diluted EPS was -$4.83.
- As of June 30, 2026, 34 institutional investment managers tracked by SignalX reported holding Equitable Holdings Inc (EQH) shares worth $5.2 billion in 13F-HR filings.
- The most recent insider open-market sale reported on Form 4 was by SCOTT BERTRAM L on September 21, 2026 of 2,780 shares at $54.35 per share.
- In the last 90 days, EQH insiders reported 0 open-market purchases ($0) and 20 open-market sales ($5.1M) on Form 4, a net sale of $5.1M.
Source: SEC EDGAR (XBRL financial data, 13F-HR and Form 4 filings).
- Revenue · FY2025
- $11.7B
- −6.2% vs prior year
- Insiders · 90 days
- 0 buys · 20 sells
- Net −$5.1M
- 13F holders
- 34 funds
- $5.2B · −1 vs prior quarter
- Latest 10-Q
- Aug 6, 2026
- Quarterly report
SignalX for EQH
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Recent Insider Transactions (Form 4)
Latest reported trades by officers, directors and 10% owners
| Insider | Type | Date | Shares | Price |
|---|---|---|---|---|
| SCOTT BERTRAM L | Sell | Sep 21, 2026 | 2,780 | $54.35 |
| MacKay Craig C | Sell | Sep 17, 2026 | 2,000 | $54.27 |
| Isaacs-Lowe Arlene | Sell | Sep 4, 2026 | 1,000 | $52.83 |
| Lane Nick | Sell | Sep 4, 2026 | 14,923 | $53.24 |
| HURD JEFFREY J | M | Aug 17, 2026 | 9,359 | $21.34 |
| HURD JEFFREY J | M | Aug 17, 2026 | 9,359 | - |
| HURD JEFFREY J | Sell | Aug 17, 2026 | 2,459 | $51.39 |
| HURD JEFFREY J | Sell | Aug 17, 2026 | 4,659 | $51.39 |
Financial SummaryXBRL
| Metric | FY2023 | FY2024 | FY2025 | |
|---|---|---|---|---|
| Profitability | ||||
| Revenue | $10.5B | $12.4B | $11.7B | |
| Net Income | $1.3B | $1.3B | -$1.4B | |
| Net Margin | 12.4% | 10.5% | -11.8% | |
| Balance Sheet | ||||
| Total Assets | $276.8B | $295.9B | $318.0B | |
| Equity | $2.6B | $1.6B | -$74.0M | |
| ROE | 49.2% | 82.5% | 1864.9% | |
| Per Share | ||||
| EPS | $3.48 | $3.78 | $-4.83 | |
| Cash Flow | ||||
| Operating CF | -$208.0M | $2.0B | $714.0M | |
Source: XBRL data in Equitable Holdings Inc (EQH)'s 10-K filings on SEC EDGAR, in USD. Compare across companies →
13F Fund Holdings: Quarterly Trend
Latest: Q2 2026Aggregate EQH share value held by 13F filers tracked by SignalX, by quarter.
Quarterly totals table
| Quarter | Funds | Total value |
|---|---|---|
| Q2 2026 | 34 | $5.17B |
| Q1 2026 | 35 | $4.54B |
| Q4 2025 | 31 | $5.83B |
| Q3 2025 | 32 | $6.49B |
| Q2 2025 | 32 | $7.36B |
| Q1 2025 | 30 | $4.66B |
| Q4 2024 | 25 | $3.71B |
| Q3 2024 | 21 | $1.71B |
- FMR LLC (Fidelity)+891.7K (+41%)
- T. Rowe Price Group+661.3K (+4%)
- Morgan Stanley+286.8K (+9%)
- JPMorgan Chase & Co+217.6K (+46%)
- Two Sigma Investments+147.4K (+232%)
- State Street Corp−2.59M (-22%)
- Millennium Management−1.99M (-76%)
- Citadel Advisors LLC−1.76M (-56%)
- BlackRock−1.43M (-5%)
- Vanguard Portfolio Management LLC−1.18M (-8%)
- Viking Global Investors+5.40M
- Renaissance Technologies LLC+819.9K
Source: 13F-HR filings on SEC EDGAR (aggregated from 240 fund-quarter rows). Reflects only 13F filers tracked by SignalX, not the full institutional ownership universe. How 13F filings work
Latest 2026 SEC Filings: 10-K, 10-Q, 8-K & Form 4
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EQH SEC filings: frequently asked questions
Are EQH insiders buying or selling?
In the last 90 days, Equitable Holdings Inc (EQH) officers, directors and 10% owners reported no open-market purchases and 20 open-market sales worth $5.1 million by 8 insiders on Form 4. Many insider sales are pre-planned or for taxes, so purchases usually carry more information.
Which institutions hold EQH stock?
As of June 30, 2026, the largest Equitable Holdings Inc (EQH) holders among the 13F filers tracked by SignalX were BlackRock ($1.1 billion), T. Rowe Price Group ($798.0 million), Vanguard Portfolio Management LLC ($589.9 million), Vanguard Capital Management LLC ($557.4 million), State Street Corp ($412.0 million). 13F-HR reports are filed up to 45 days after each quarter ends.
What was EQH's revenue in fiscal year 2025?
For the fiscal year ended December 31, 2025 (FY2025), Equitable Holdings Inc (EQH) reported revenue of $11.7 billion (down 6.2% from FY2024) and a net loss of $1.4 billion. Diluted EPS was -$4.83. The figures come from the XBRL data in the 10-K.
What are the latest EQH SEC filings?
Equitable Holdings Inc (EQH) filed its latest 10-K annual report on February 25, 2026, a 10-Q quarterly report on August 6, 2026, an 8-K current report on September 25, 2026 and a Form 4 insider filing on September 21, 2026.
What is EQH's SEC CIK number?
Equitable Holdings Inc (EQH)'s SEC Central Index Key (CIK) is 1333986. EDGAR lists every EQH filing under that number.
Ask anything about EQH
The research agent reads EQH's filings, financials, insider trades and 13F holders, then answers with sources.