Congress trades

Equitable Holdings, Inc. (EQH)

NYSE · Financial Services · 50 congress trades · last filed 12 months ago

20
Congress disclosures shown
24d
Median delay on the congress disclosures
of the 45 day limit
7 buys·13 sells
Purchases and sales in the disclosures shown
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About Equitable Holdings, Inc.

from the company's filings and listing, as of Oct 24, 2026
Exchange
NYSE
Sector
Financial Services
Industry
Asset Management
Chief executive
Mark Pearson
Employees
8,000
Listed since
May 10, 2018
Market value
$14.4B
Price to earnings (12 mo)
-
Net income per share, as reported (12 mo)
-$3.33
Dividend yield
2.16%

www.equitableholdings.com

Earnings

6 reported quarters · next on Nov 2, 2026
QuarterEPSEPS expectedRevenueRevenue expectedResult
Q2 FY2026reported Aug 4, 2026$1.70$1.65$1.7B$3.8BEPS beatRevenue miss
Q1 FY2026reported May 4, 2026$1.62$1.60$4.2B$3.9BEPS in lineRevenue beat
Q4 FY2025reported Feb 4, 2026$1.76$1.75$3.3B$4.0BEPS in lineRevenue miss
Q3 FY2025reported Nov 4, 2025$1.48$1.61$1.4B$3.5BEPS missRevenue miss
Q2 FY2025reported Aug 5, 2025-$1.21$1.71$2.4B$4.0BEPS miss, GAAPRevenue miss
Q1 FY2025reported Apr 29, 2025$1.35$1.47$4.6B$3.8BEPS missRevenue beat

Actual against the consensus estimate at the time. A flag marks a beat or a miss of more than 1.5% either way; inside that band the quarter is in line. A flag marked GAAP compares a GAAP figure the company reported with an adjusted consensus, two different measures, so a one-time gain or charge can move it either way. A flag reads n/a only when a number is missing. Quarterly EPS is the figure set against the consensus, usually adjusted, so the quarters need not add up to the 12-month net income per share above. An estimate is a forecast made by analysts, not a company target.

Institutional holders

13F positions as of Jun 30, 2026
HolderValueSharesShares vs prior qtr% of shares out
BlackRock, Inc.$1.1B25,895,739-5.2%9.30%
Norges Bank$804.2M18,326,687New6.59%
T. Rowe Price Associates, Inc.$798.0M18,186,798+3.8%6.54%
Vanguard Portfolio Management LLC$589.9M13,443,991-8.1%4.83%
Vanguard Capital Management LLC$557.4M12,703,293+0.6%4.56%
Harris Associates L.P.$416.4M9,489,037+33495.5%3.41%
State Street Corp$412.0M9,388,296-21.6%3.37%
Canada Pension Plan Investment Board$399.6M9,106,103-50.0%3.27%
Wellington Management Group LLP$385.5M8,784,986+6.3%3.16%
Capital International Investors$369.3M8,415,039-19.3%3.02%
Pzena Investment Management LLC$244.1M5,561,804+24.6%2.00%
Geode Capital Management, LLC$238.8M5,440,336-7.1%1.95%

A 13F reports long US equity positions and is filed within 45 days of the quarter end, so these are positions as they stood on Jun 30, 2026. New: not in this holder's prior 13F as reported; a change of filer ID can also show as new. For a manager's whole book see the fund directory. What a 13F covers and leaves out is explained in our guide to Form 13F.

Tracked fund managers holding EQH

2 managers
ManagerValueSharesShare of book
Viking Global InvestorsAndreas Halvorsen$236.9M5,398,8960.7%
Castle Hook Partners$157.9M3,599,5390.7%

2 of the 97 fund managers we track list EQH shares among the largest positions in their latest 13F, filed for Q2 2026. A manager can hold it further down the book too, so this is a floor, not a count. Share of book is the position against the manager's whole disclosed 13F value.

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Congress trades in EQH

20 disclosures of 50 on record · median 24d of the 45 allowed

Since the trade: the stock's move from the trade date to the latest close we hold (figures as of Oct 24, 2026), not the member's result. Not investment advice.

MemberTypeActionAmount disclosedStock since the tradeTrade dateDisclosedDelay
Michael T. McCaulStockSale$15,001 - $50,000+7.8%After the saleS&P 500 +10.9% · -3.1 pts vs S&P 500Oct 27, 2025Nov 10, 202514d
Ro KhannaStockPurchase$1,001 - $15,000+3.6%S&P 500 +13.2% · -9.6 pts vs S&P 500Oct 6, 2025Nov 6, 202531d
Ro KhannaStockPurchase$1,001 - $15,000+11.7%S&P 500 +15.0% · -3.3 pts vs S&P 500Oct 16, 2025Nov 6, 202521d
Ro KhannaStockPurchase$1,001 - $15,000+7.9%S&P 500 +12.2% · -4.3 pts vs S&P 500Oct 24, 2025Nov 6, 202513d
Michael T. McCaulStockSale$50,001 - $100,000+0.3%After the saleS&P 500 +14.6% · -14.3 pts vs S&P 500Sep 24, 2025Oct 10, 202516d
Ro KhannaStockPurchase$1,001 - $15,000-1.2%S&P 500 +17.4% · -18.6 pts vs S&P 500Sep 5, 2025Oct 3, 202528d
Ro KhannaStockPurchase$1,001 - $15,000+1.6%S&P 500 +15.2% · -13.6 pts vs S&P 500Sep 25, 2025Oct 3, 20258d
Michael T. McCaulStockSale$50,001 - $100,000-1.6%After the saleS&P 500 +17.8% · -19.3 pts vs S&P 500Aug 22, 2025Sep 11, 202520d
Lisa C. McClainSpouseStockSale$1,001 - $15,000+2.0%After the saleS&P 500 +21.8% · -19.8 pts vs S&P 500Jul 16, 2025Aug 13, 202528d
Michael T. McCaulStockSale$100,001 - $250,000-5.7%After the saleS&P 500 +23.2% · -28.9 pts vs S&P 500Jun 27, 2025Jul 7, 202510d
Michael T. McCaulStockSale$100,001 - $250,000+12.9%After the saleS&P 500 +28.7% · -15.8 pts vs S&P 500Nov 20, 2024Dec 16, 202426d
Michael T. McCaulStockSale$15,001 - $50,000+12.9%After the saleS&P 500 +28.7% · -15.8 pts vs S&P 500Nov 20, 2024Dec 16, 202426d
Michael T. McCaulStockSale$15,001 - $50,000+30.6%After the saleS&P 500 +43.4% · -12.8 pts vs S&P 500May 20, 2024Jun 13, 202424d
Michael T. McCaulStockSale$100,001 - $250,000+30.6%After the saleS&P 500 +43.4% · -12.8 pts vs S&P 500May 20, 2024Jun 13, 202424d
Michael T. McCaulStockSale$15,001 - $50,000+59.8%After the saleS&P 500 +56.8% · +3.0 pts vs S&P 500Jan 23, 2024Feb 13, 202421d
Michael T. McCaulStockSale$1,001 - $15,000+59.8%After the saleS&P 500 +56.8% · +3.0 pts vs S&P 500Jan 23, 2024Feb 13, 202421d
Michael T. McCaulStockSale$100,001 - $250,000+124.8%After the saleS&P 500 +84.7% · +40.0 pts vs S&P 500May 12, 2023Jun 22, 202341d
Michael T. McCaulStockSale$15,001 - $50,000+124.8%After the saleS&P 500 +84.7% · +40.0 pts vs S&P 500May 12, 2023Jun 22, 202341d
Michael T. McCaulStockPurchase$15,001 - $50,000+108.6%S&P 500 +84.3% · +24.3 pts vs S&P 500Apr 14, 2023May 12, 202328d
Michael T. McCaulStockPurchase$100,001 - $250,000+108.6%S&P 500 +84.3% · +24.3 pts vs S&P 500Apr 14, 2023May 12, 202328d

Since the trade is an estimate, set beside the S&P 500 over the same window, with the gap between the two in percentage points. The filing carries a band, not a fill, and a sale keeps the stock's sign, so a positive figure after a sale means the stock kept rising after it. An option row carries the underlying stock's move. A row marked n/a is one we hold no figure for.

Every Congress trade in EQH, filterable by party, chamber, type and account.

Members of Congress reporting a position

2 members · estimate, as of Oct 23, 2026

2 members report a position (estimated). The largest estimated position is in the $15,001 - $50,000 band.

MemberParty, chamberEstimated positionShare of their portfolio
Gary J. PalmerRepublican · House$15,001 - $50,0003.2%
Lucy McBathDemocrat · House$1,001 - $15,0000.2%

Estimate, as of Oct 23, 2026. Each position is modelled from the member's disclosed transactions and annual filings: the midpoint of each disclosed band, moved with the stock's price since the trade. It is a rough estimate of a reported position, not a figure from a filing, which is why it is shown as a band. Share of portfolio sets that estimate against the member's whole estimated public-stock portfolio.

Questions

Which members of Congress have traded EQH?

Michael T. McCaul, Ro Khanna and Lisa C. McClain disclosed EQH transactions in the filings shown here.

Which members of Congress hold EQH?

2 members of Congress report a position in EQH in the estimate we hold as of Oct 23, 2026. The estimated positions belong to Gary J. Palmer and Lucy McBath. The estimate is built from disclosed transactions and annual filings, so it is shown as a band rather than a figure from a filing.

How quickly are EQH trades disclosed?

Congressional disclosures took a median of 24 days, against the 45 the STOCK Act allows.

How to read a STOCK Act filing

WHAT THE FILING ACTUALLY SAYS

$A range, not an amount. Members disclose a band such as $1,001 to $15,000. The band is the filing, and we do not narrow it.
45Up to 45 days after the trade, lawfully. The delay column counts calendar days from the transaction to its publication. Inside 45 days is within the law.
OPAn option names the underlying. A contract on a company is described using that company's name, so it can read like a share purchase. Those rows say otherwise.

Congress rows disclose a value range rather than an exact amount, and the STOCK Act allows up to 45 days to report. Full sourcing and the limits of this data are on the methodology page. A filing is a record of a transaction, not a signal, and nothing here is investment advice.

Data as of Oct 26, 2026.

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