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Public ownership evidence

Equitable Holdings, Inc. (EQH) Ownership Disclosures

Read EQH insider transactions, institutional 13F filings and Congressional disclosures with report dates, public availability and original receipts.

As of 2026-10-14T02:54:47.600Z

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2026-09-212026-09-21SCOTT BERTRAM LS2,780Not reported

First displayed source row from Recent Form 4 activity. The full bounded history and coverage notes remain below.

The displayed observation date is 2026-09-21 and its public availability date is 2026-09-21. Subtracting those calendar dates gives 0 days of disclosure lag. Historical public research can use the record from the availability date, rather than backdating knowledge to the observation date. The calendar-day difference does not assert an intraday publication time.

This row is code S: a sale. A purchase-following rule excludes this sale even if the reported dollar amount is large.

Open the linked original receipts to verify the row, then inspect a second record before drawing a pattern. This public filing observation supplies source evidence, not a completed copy-trading return.

SEC 0001628280-26-062881 ↗SEC 0001628280-26-062733 ↗SEC 0001628280-26-060907 ↗

Recent Form 4 activity

Inspect all 27 displayed rows: Recent Form 4 activity

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2026-09-212026-09-21SCOTT BERTRAM LS2,780Not reported
2026-09-182026-09-17MacKay Craig CS2,000Not reported
2026-09-082026-09-04Lane NickS14,923Not reported
2026-09-052026-09-04Isaacs-Lowe ArleneS1,000Not reported
2026-08-192026-08-17HURD JEFFREY JS300Not reported
2026-08-192026-08-17HURD JEFFREY JS2,241Not reported
2026-08-192026-08-17HURD JEFFREY JS2,459Not reported
2026-08-192026-08-17HURD JEFFREY JS500Not reported
2026-08-192026-08-17HURD JEFFREY JS4,200Not reported
2026-08-192026-08-17HURD JEFFREY JS4,659Not reported
2026-08-122026-08-10Pearson MarkA1,358.69Not reported
2026-08-122026-08-10Raju Robin MA320.47Not reported
2026-08-122026-08-10Eckert William James IVA47.93Not reported
2026-08-122026-08-10HURD JEFFREY JA271.91Not reported
2026-08-122026-08-10Lane NickA314.11Not reported
2026-08-122026-08-10BERNSTEIN SETH PA103.73Not reported
2026-08-122026-08-10Meyers KurtA197.41Not reported
2026-08-122026-08-11MacKay Craig CS2,200Not reported
2026-08-112026-08-10Eckert William James IVS947Not reported
2026-08-112026-08-06Stonehill Charles G.T.S7,500Not reported
2026-08-112026-08-06SCOTT BERTRAM LS1,466Not reported
2026-07-222026-07-20Pearson MarkS136Not reported
2026-07-222026-07-20Pearson MarkS39,564Not reported
2026-07-182026-07-15HURD JEFFREY JS4,200Not reported
2026-07-182026-07-15HURD JEFFREY JS800Not reported
2026-07-182026-07-15HURD JEFFREY JS7,958Not reported
2026-07-182026-07-15HURD JEFFREY JS1,400Not reported

90-day public availability window, up to 50 records.

Recent institutional filing receipts

Inspect all 50 displayed rows: Recent institutional filing receipts

These are raw ticker-matched positions in recent 13F receipts, including amendments. They are not deduplicated current ownership totals. Open the manager profile to inspect its effective filing book.

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Cornerstone Financial Management LLC2026-06-302026-08-2947$2,062None
Cornerstone Financial Management LLC2026-03-312026-08-2935$1,299None
Cornerstone Financial Management LLC2025-12-312026-08-2919$905None
Corient Private Wealth LP2026-06-302026-08-286,712$294,523None
Corient Private Wealth LP2026-06-302026-08-2814,804$649,600None
Redwood Investment Management, LLC2024-12-312026-08-2830,264$1,428,000None
Redwood Investment Management, LLC2025-03-312026-08-2825,239$1,315,000None
Principia Wealth Advisory, LLC2026-06-302026-08-2723$1,009None
Principia Wealth Advisory, LLC2026-03-312026-08-2717$631None
Advisors Asset Management, Inc.2024-03-312026-08-272,632$100,042None
Advisors Asset Management, Inc.2025-03-312026-08-27912$47,506None
Advisors Asset Management, Inc.2023-12-312026-08-271,642$54,679None
Redwood Investment Management, LLC2025-06-302026-08-2724,346$1,366,000None
Redwood Investment Management, LLC2025-09-302026-08-2723,337$1,185,000None
Redwood Investment Management, LLC2025-12-312026-08-2750,269$2,395,000None
Advus Financial Partners, LLC2025-09-302026-08-264,890$248,314None
Advus Financial Partners, LLC2025-06-302026-08-264,985$279,659None
Advus Financial Partners, LLC2025-03-312026-08-264,985$259,669None
Advus Financial Partners, LLC2024-12-312026-08-264,956$233,775None
Advus Financial Partners, LLC2024-09-302026-08-264,956$208,301None
Advus Financial Partners, LLC2024-06-302026-08-264,956$202,502None
VIRGINIA RETIREMENT SYSTEMS ET Al2026-06-302026-08-2659,400$2,606,472None
Advisors Asset Management, Inc.2025-06-302026-08-2514$785None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-25325,268$14,272,760None
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM2026-06-302026-08-2514,272,760$325,268,000None
Advisors Asset Management, Inc.2024-09-302026-08-222,642$111,043None
Advisors Asset Management, Inc.2024-06-302026-08-222,705$110,526None
Advisors Asset Management, Inc.2024-12-312026-08-222,578$121,604None
MERCER GLOBAL ADVISORS INC /ADV2026-06-302026-08-2030,636$1,344,300None
JDM Financial Group LLC2026-06-302026-08-19119$5,222None
Ensign Peak Advisors, Inc2026-03-312026-08-19663,288$24,614,618None
Ensign Peak Advisors, Inc2025-12-312026-08-19651,388$31,038,638None
Ensign Peak Advisors, Inc2025-09-302026-08-191,012,021$51,390,426None
Livforsakringsbolaget Skandia, Omsesidigt2026-06-302026-08-19288,000$12,637,440None
Caitlin John, LLC2026-06-302026-08-18461$20,229None
Corient Private Wealth LP2026-06-302026-08-1819,824$869,878None
Redwood Investment Management, LLC2026-06-302026-08-1849,974$2,193,000None
Empowered Funds, LLC2026-06-302026-08-1814,214$623,710None
Empowered Funds, LLC2026-06-302026-08-184,275$187,587None
Empowered Funds, LLC2026-06-302026-08-181,267$55,596None
Empowered Funds, LLC2026-06-302026-08-18153$6,714None
Transamerica Financial Advisors, LLC2026-06-302026-08-1839$1,711None
UNITED CAPITAL FINANCIAL ADVISORS, LLC2026-06-302026-08-189,417$413,225None
CAPSTONE INVESTMENT ADVISORS, LLC2026-06-302026-08-1870,000$3,071,600None
Equitable Holdings, Inc.2026-06-302026-08-1817,650$774,472None
Jefferies Financial Group Inc.2026-06-302026-08-1826,600$1,167,208None
GLAZER CAPITAL, LLC2026-06-302026-08-185,000$219,000None
PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO2026-06-302026-08-1879,746$3,499,254None
EFG International AG2026-06-302026-08-1515,999$702,036None
EFG International AG2026-06-302026-08-151,510$66,374None

90-day public filing window, up to 50 source positions.

Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Cornerstone Financial Management LLC ↗Corient Private Wealth LP ↗Corient Private Wealth LP ↗Redwood Investment Management, LLC ↗Redwood Investment Management, LLC ↗Principia Wealth Advisory, LLC ↗Principia Wealth Advisory, LLC ↗Advisors Asset Management, Inc. ↗

Recent Congressional disclosures

No matching Congressional transactions were returned in this source preview.

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Bounded public source preview, up to 25 disclosed events.

How to read the disclosure dates

The tables report different things: insider transactions, institutional positions and Congressional transaction ranges. Read each table with its source dates and units. They cannot be added into a combined ownership percentage.

  1. Company insiders

    SEC Form 4 purchases, sales and awards report transactions and their public filing availability.

  2. Institutional managers

    13F reports disclose delayed quarter-end positions. They are not a record of trades between quarters.

  3. Congressional filers

    Periodic transaction reports disclose transaction dates and amount brackets. Public filing dates determine what researchers could know.

Institutional source directory ↗Congressional source directory ↗

Read the transaction codes

Awards use transaction code A, purchases P and sales S. An acquisition from an award is not the same as an open-market purchase. Joint filers may share a transaction. Use original receipts and availability dates to interpret the events.