Equitable Holdings ($EQH) Insider Trading & Smart Money Activity
Equitable Holdings, Inc. ($EQH) has 3 insider trades, 3 13F position changes and 5 analyst ratings on file. In the last 12 months on the open market, no insider bought and 2 insiders sold ($259.64K), net -$259.64K.
- Insider buyers (12 mo)
- 0
- Insider sellers (12 mo)
- 2
- Net insider $ (12 mo)
- -$259.64K
- Congress trades (12 mo)
- 0
- 13F moves on file
- 3
- Analyst ratings on file
- 5
EQH insider buying and selling by quarter
| Quarter | Insider buys | Insider sales | Congress buys / sales | 13F added / cut |
|---|---|---|---|---|
| Q1 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
| Q2 2026 | 0 | 0 | 0 / 0 | 3 / 0 |
| Q3 2026 | 0 | 2 · $259.64K | 0 / 0 | 0 / 0 |
| Q4 2026 | 0 | 0 | 0 / 0 | 0 / 0 |
Insider buys and sales count open-market trades only (Form 4 codes P and S). Grants, option exercises and tax withholding are left out.
All EQH insider, congress, 13F and analyst activity
| Date | Source | Who | Action | Shares | Value / amount | ΔOwn | 1W | 1M | 6M | Filing | Story |
|---|---|---|---|---|---|---|---|---|---|---|---|
| Analyst | Wells Fargo | Reiterates to Overweight | PT $65 | Read | |||||||
| Analyst | Mizuho | Reiterates to Outperform | PT $66 | -0.7% | — | ||||||
| Analyst | Barclays | Reiterates to Overweight | PT $61 | -0.7% | — | ||||||
| Insider | Scott Bertram LDirector | Sell (Open-market sale) | 2.78K sh | $151.09K | -2.9% | — | |||||
| Insider | MacKay Craig CDirector | Sell (Open-market sale) | 2K sh | $108.55K | -2.6% | — | |||||
| Insider | Mark PearsonPresident and CEO | Buy (Option exercise) | 27.20K sh | $630.50K | -3.2% | +6.2% | Read | ||||
| Analyst | UBS | Reiterates to buy | PT $63 | +3.8% | +9.6% | Read | |||||
| Analyst | UBS | Reiterates to buy | PT $63 | +3.8% | +9.6% | Read | |||||
| 13F | Woodline Partners | Added | +325.89K sh | $97.87M | 0.0% | +7.0% | — | ||||
| 13F | Pzena Investment Management | Added | +139K sh | $195.90M | +2.6% | +2.8% | — | ||||
| 13F | Pzena Investment Management | Added | +139K sh | $194.58M | +2.6% | +2.8% | — |
1W / 1M / 6M = how EQH moved from the trade or filing date.
Insider trading in EQH: who is buying and selling
| Insider | Role | Trades | Open-market net | Shares held | Last trade |
|---|---|---|---|---|---|
| Scott Bertram L | Director | 1 | -$151.09K | Sep 21, 2026 | |
| MacKay Craig C | Director | 1 | -$108.55K | Sep 17, 2026 | |
| Mark Pearson | President and CEO | 1 | — | Jun 18, 2026 |
Institutions moving EQH (13F)
Analyst ratings on EQH
Frequently asked questions
Are EQH insiders buying or selling?
Over the last 12 months 0 insiders made 0 open-market purchases worth $0 and 2 insiders made 2 open-market sales worth $259.64K, a net -$259.64K.
What is the latest insider trade in EQH?
Scott Bertram L, Director filed a sell (open-market sale) of 2.78K sh worth $151.09K on Sep 21, 2026.
Which institutions changed their EQH positions?
Recent 13F filers moving the stock include Pzena Investment Management and Woodline Partners.
Other asset management stocks
Data comes from public SEC Form 4 and 13F filings and STOCK Act disclosures. Dates are the trade or filing date reported. This page is for research only and is not investment advice.
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