Equitable
Combines retirement products, financial advice, and AllianceBernstein asset management under one holding company.
$49.68
After-hours close−0.52 (−1.04%)
At close$50.20(+0.10%)
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Breakdown13F · Form 4
Institutions 103.16%Insiders 0.59%
A 13F quarter can total more than the shares outstanding — sub-advisers file the same block twice, and a filer's own share count can be a quarter stale. No split is drawn from it.
Shares outstanding 272.96M · Float 271.29M · 99.4% free float
Institutions13F, as of Jun 30, 2026
488 holders · 281.59M shares · 69 new positions · 214 increased · 209 reduced · 131 closed
| Holder | Shares | % outstanding | Chg q/q | Filed |
|---|---|---|---|---|
| BlackRock, Inc. | 25.90M | 9.49% | −1.43M | Aug 7, 2026 |
| Norges Bank | 18.33M | 6.71% | +18.33Mnew | Aug 12, 2026 |
| Price T Rowe Associates Inc /MD/ | 18.19M | 6.66% | +661.3K | Aug 14, 2026 |
| Vanguard Portfolio Management LLC | 13.44M | 4.93% | −1.18M | Aug 13, 2026 |
| Vanguard Capital Management LLC | 12.70M | 4.65% | +70.4K | Aug 13, 2026 |
| Harris Associates L P | 9.49M | 3.48% | +9.46M | Aug 14, 2026 |
| State Street Corp | 9.39M | 3.44% | −2.59M | Aug 7, 2026 |
| Canada Pension Plan Investment Board | 9.11M | 3.34% | −9.11M | Aug 14, 2026 |
Beneficial owners13D/G · 5% or more, as filed
| Holder | % of class | Shares | Form | Filed |
|---|---|---|---|---|
| Canada Pension Plan Investment Board | 6.70% | 19.28M | 13G | Feb 17, 2026 ↗ |
| Norges Bank | 6.63% | 18.60M | 13G | May 11, 2026 ↗ |
| T. Rowe Price Associates, Inc. | 5.50% | 16.79M | 13G | Aug 14, 2025 ↗ |
| Vanguard Capital Management | 5.42% | 15.22M | 13G | Apr 29, 2026 ↗ |
| Vanguard Portfolio Management | 5.24% | 14.70M | 13G | Apr 29, 2026 ↗ |
InsidersForm 4
| Insider | Role | Shares | % outstanding | Filed |
|---|---|---|---|---|
| Mark Pearson | director, officer: President and CEO | 754.8K | 0.28% | Aug 11, 2026 |
| Robin M. Raju | officer: Chief Financial Officer | 186.5K | 0.07% | Aug 11, 2026 |
| Nick Lane | officer: See Remarks | 124.9K | 0.05% | Aug 11, 2026 |
| Jose Ramon Gonzalez | officer: Chief Legal Officer | 88.6K | 0.03% | Aug 14, 2025 |
| Jeffrey J. Hurd | officer: Chief Operating Officer | 65.0K | 0.02% | Aug 18, 2026 |
| Daniel G. Kaye | director | 60.1K | 0.02% | May 21, 2026 |
| Seth P. Bernstein | officer: See Remarks | 56.0K | 0.02% | Aug 11, 2026 |
| Joan M. Lammtennant | director | 54.8K | 0.02% | May 21, 2026 |
| George Stansfield | director | 43.2K | 0.02% | May 21, 2026 |
| Kurt Meyers | officer: Chief Legal Officer, Secretary | 35.3K | 0.01% | Aug 11, 2026 |
1 ten-percent owner holds 44.16M shares by Form 4, outside the officers-and-directors figure above · 6 people have not refiled in the last 18 months (291.7K shares), so they are not in the figure above
Latest trades
| Date | Insider | Type | Shares | Avg price | Owned after |
|---|---|---|---|---|---|
| Aug 17, 2026 | Jeffrey J. Hurdofficer: Chief Operating Officer | Sale · 6 lots | 14,359 | $51.98 | 65,019 |
| Aug 11, 2026 | Craig C. MacKaydirector | Sale | 2,200 | $51.37 | 18,999 |
| Aug 6, 2026 | Charles G.T. Stonehilldirector | Sale | 7,500 | $51.54 | 34,357 |
| Aug 6, 2026 | Bertram L. Scottdirector | Sale | 1,466 | $51.15 | 26,465 |
| Aug 10, 2026 | William James IV Eckertofficer: Chief Accounting Officer | Sale | 947 | $52.88 | 8,419 |
| Jul 20, 2026 | Mark Pearsondirector, officer: President and CEO | Sale · 2 lots | 39,700 | $48.54 | 753,403 |
| Jul 15, 2026 | Jeffrey J. Hurdofficer: Chief Operating Officer | Sale · 4 lots | 14,358 | $48.86 | 69,748 |
| Jun 18, 2026 | Mark Pearsondirector, officer: President and CEO | Sale | 39,700 | $45.29 | 765,903 |
| Jun 15, 2026 | Jeffrey J. Hurdofficer: Chief Operating Officer | Sale · 2 lots | 14,358 | $45.11 | 74,748 |
| Jun 10, 2026 | William James IV Eckertofficer: Chief Accounting Officer | Sale | 6,200 | $41.83 | 9,366 |
CongressHouse and Senate disclosures
| Member | Type | Amount | Owner | Traded | Disclosed |
|---|---|---|---|---|---|
| Rep. Michael McCaul · TX10 | Purchase | $50,001 – $100,000 | Spouse | Mar 2, 2026 | Apr 10, 2026 ↗ |