Vanguard reports 14.7M shares (5.24%) of Equitable
Equitable Holdings Inc Schedule 13G shows Vanguard Portfolio Management reported beneficial ownership of 14,700,544 shares of common stock as of 03/31/2026.
Rhea-AI Filing Summary
Equitable Holdings Inc Schedule 13G shows Vanguard Portfolio Management reported beneficial ownership of 14,700,544 shares of common stock as of 03/31/2026. The filing states this represents 5.24% of the class, with 75,015 shares of sole voting power and 14,700,544 shares of sole dispositive power. The filing explains these holdings reflect positions managed by Vanguard Portfolio Management LLC and certain affiliates, including shares held by Vanguard funds and managed accounts. The report is signed by Ashley Grim as Head of Global Fund Administration on 04/29/2026.
Positive
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Negative
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Insights
Vanguard holds a passive >5% stake reported under Schedule 13G.
The filing records 14,700,544 shares (5.24%) of Equitable Holdings common stock as of 03/31/2026, with dispositive power attributed to Vanguard Portfolio Management LLC and affiliated sub-advisors and funds. The disclosure follows the co-registration rules for institutional passive investors.
Implications are procedural: this is a beneficial-ownership disclosure showing non‑activist institutional holdings; subsequent filings would show changes in percent or voting intent. Timing and cash-flow treatment are not stated in the excerpt.
Key Figures
Key Terms
Schedule 13G regulatory
beneficially owned financial
sole dispositive power regulatory
Investment Company Act of 1940 regulatory
FAQ
Which Vanguard entities are included in the Schedule 13G for EQH?
Does the Schedule 13G indicate Vanguard is an activist investor in EQH?
What date was the Schedule 13G signed for the EQH filing?
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