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Vanguard Portfolio Management (EQH) discloses 13.5M-share Equitable Holdings position

(Moderate)
(Neutral)
Form Type
SCHEDULE 13G/A

Rhea-AI Filing Summary

Vanguard Portfolio Management LLC, on behalf of itself and certain affiliates, reports beneficial ownership of 13,495,380 shares of Equitable Holdings Inc common stock. This position represents 4.94% of the class as of June 30, 2026.

Vanguard Portfolio Management has sole voting power over 51,389 shares and sole dispositive power over 13,495,380 shares, with no shared voting or dispositive power. The holdings include securities held by Vanguard funds and other client accounts over which Vanguard entities exercise voting and/or dispositive power. Vanguard states it is reporting ownership of 5 percent or less of the class and that no other single person has an interest in more than 5% of the securities reported.

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Beneficial ownership 13,495,380 shares Equitable Holdings Inc common stock reported by Vanguard Portfolio Management
Percent of class 4.94% Equitable Holdings Inc common stock held by Vanguard Portfolio Management
Sole voting power 51,389 shares Shares of Equitable Holdings Inc over which Vanguard has sole voting power
Shared voting power 0 shares Equitable Holdings Inc shares with shared voting power reported
Sole dispositive power 13,495,380 shares Equitable Holdings Inc shares over which Vanguard has sole dispositive power
Shared dispositive power 0 shares Equitable Holdings Inc shares with shared dispositive power reported
beneficially owned financial
"reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard"
Beneficially owned describes securities or assets where a person has the economic rights and control—such as the right to receive dividends and to direct voting—even if legal title is held in another name. Think of it like having the keys and using a car that’s registered to someone else: you get the benefits and make decisions. Investors care because beneficial ownership reveals who truly controls value and voting power, affecting corporate decisions and takeover dynamics.
sole voting power financial
"Sole Voting Power 51,389.00 6 | Shared Voting Power 0.00"
Sole voting power is the exclusive right to cast votes attached to a shareholder’s stock without needing approval from anyone else. Like holding the only remote control for a TV, it lets that holder decide corporate matters such as board members, mergers, and policy changes, making it important to investors because it concentrates control and can strongly influence a company’s strategy and the value of its shares.
sole dispositive power financial
"Sole Dispositive Power 13,495,380.00 8 | Shared Dispositive Power 0.00"
Sole dispositive power is the exclusive legal authority to decide what happens to a security — for example, whether to sell, transfer, or retain shares — without needing anyone else’s permission. Investors care because it signals who truly controls the economic outcome of an investment: like holding the only key to a safe, the holder can realize gains or losses and may trigger regulatory reporting, insider rules, or influence over corporate ownership.
percent of class financial
"Percent of class: 4.94 %"
Percent of class is the portion of a specific category of securities—such as a company’s common shares, preferred shares, or a bond series—that takes part in or approves a corporate action (vote, consent, tender, etc.). Investors watch this number because it reveals how much support or opposition exists within that particular shareholder group; like counting how many members of a club back a proposal, it can determine whether a plan passes or how influence is distributed.
Schedule 13G/A regulatory
"Ownership of 5 Percent or Less of a Class. | Ownership of 5 percent or less"
A Schedule 13G/A is an amended public filing with the U.S. securities regulator that updates a previous Schedule 13G, disclosing when an individual or group holds a substantial (typically over 5%) stake in a company and is claiming a passive, non‑controlling intent. Investors monitor these updates because rising or falling holdings can signal changing confidence, potential future moves, or shifts in voting power — like watching a public ledger where large shareholders quietly adjust their positions.

AI-generated analysis. How Rhea-AI works. Not financial advice.

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FAQ

What percentage of Equitable Holdings Inc (EQH) does Vanguard Portfolio Management report owning?

Vanguard Portfolio Management reports beneficial ownership of 4.94% of Equitable Holdings Inc common stock. This corresponds to 13,495,380 shares reported as of June 30, 2026 under a Schedule 13G/A filing.

How many Equitable Holdings Inc (EQH) shares does Vanguard Portfolio Management beneficially own?

Vanguard Portfolio Management reports beneficial ownership of 13,495,380 shares of Equitable Holdings Inc common stock. This stake represents 4.94% of the outstanding class as disclosed in the Schedule 13G/A amendment.

What voting power does Vanguard Portfolio Management have over Equitable Holdings Inc (EQH) shares?

Vanguard Portfolio Management has sole voting power over 51,389 shares of Equitable Holdings Inc. It reports no shared voting power, while holding sole dispositive power over 13,495,380 shares of common stock.

What dispositive power does Vanguard Portfolio Management report for its Equitable Holdings Inc (EQH) position?

Vanguard Portfolio Management reports sole dispositive power over 13,495,380 shares of Equitable Holdings Inc common stock. It indicates no shared dispositive power over any EQH shares in this Schedule 13G/A.

Does any other investor hold more than 5% interest in the Equitable Holdings Inc (EQH) shares reported by Vanguard?

No. Vanguard states that while various funds and accounts may receive dividends or sale proceeds, no one other person's interest in the securities reported is more than 5% of the class.

Which Vanguard entities are included in the Equitable Holdings Inc (EQH) Schedule 13G/A filing?

The filing covers securities beneficially owned or deemed owned by Vanguard Portfolio Management LLC and affiliates including Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC, plus certain Vanguard funds and managed accounts.





29452E101

(CUSIP Number)
06/30/2026

(Date of Event Which Requires Filing of this Statement)


Check the appropriate box to designate the rule pursuant to which this Schedule is filed:
Rule 13d-1(b)
Rule 13d-1(c)
Rule 13d-1(d)




schemaVersion:


SCHEDULE 13G




Comment for Type of Reporting Person: In accordance with SEC Release No. 34-39538 (January 12, 1998), this Schedule 13G reflects the securities beneficially owned, or deemed to be beneficially owned, by Vanguard Portfolio Management LLC and the following affiliates of Vanguard Portfolio Management LLC or business divisions of such affiliates: Vanguard Fiduciary Trust Company and Vanguard Global Advisers, LLC. This Schedule 13G includes securities held by Vanguard funds, or sleeves thereof, over which Vanguard Portfolio Management LLC exercises dispositive power, in addition to securities held by clients over which the affiliates or business divisions of such affiliates indicated above exercise dispositive and/or voting power. This Schedule 13G does not include securities, if any, beneficially owned by other subsidiaries or affiliates of Vanguard Portfolio Management LLC, or business divisions of such subsidiaries whose ownership of securities is disaggregated from that of the reporting business unit in accordance with such release.


SCHEDULE 13G



Vanguard Portfolio Management
Signature:My Trieu-Gatt
Name/Title:Authorized Signatory, Head of Global Fund Administration
Date:07/31/2026