Vanguard reports 5.42% stake in Equitable Holdings
Equitable Holdings Inc Schedule 13G shows Vanguard Capital Management beneficially owned 15,216,306 shares of Common Stock as of 03/31/2026, representing 5.42% of the class.
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Rhea-AI Filing Summary
Equitable Holdings Inc Schedule 13G shows Vanguard Capital Management beneficially owned 15,216,306 shares of Common Stock as of 03/31/2026, representing 5.42% of the class. The filing reports sole voting power of 2,583,384 shares and sole dispositive power over 15,216,306 shares. The filing is signed on 04/29/2026 by Ashley Grim as Head of Global Fund Administration and states the position includes holdings across Vanguard affiliates and managed accounts.
Insights
Vanguard holds a passive 5.42% stake in EQH as of 03/31/2026.
The Schedule 13G reports beneficial ownership of 15,216,306 shares and class ownership of 5.42%, indicating a significant institutional stake that meets the SEC threshold for disclosure. The filing attributes dispositive authority to Vanguard Capital Management and notes holdings across affiliated funds and managed accounts.
Watch subsequent filings for any conversion to active ownership or Form 13D amendments; timing not specified in the excerpt.
Voting and dispositive powers are split within Vanguard’s reporting structure.
The report lists sole voting power of 2,583,384 shares and sole dispositive power of 15,216,306 shares, reflecting that voting authority is a subset of economic control. The disclosure follows SEC Release No. 34-39538 language describing affiliated holdings and managed accounts.
For governance impact, note the voting fraction relative to total outstanding shares; further context requires the company’s outstanding share count not included here.
Key Figures
Key Terms
Schedule 13G regulatory
beneficially owned financial
sole dispositive power legal
affiliates and managed accounts other
FAQ
AI-generated questions and answers. How Rhea-AI works. Not financial advice.
What stake does Vanguard Capital Management report in Equitable Holdings (EQH)?
How much voting power does Vanguard have in EQH?
Does the Schedule 13G indicate active control by Vanguard over EQH?
Who signed the Schedule 13G for Vanguard and when?
Does Vanguard’s filing list other parties with more than 5% ownership?
AI-generated analysis. How Rhea-AI works. Not financial advice.