Equitable Holdings, Inc.
EQH- 交易所
- NYSE
- 產業
- Insurance Agents, Brokers & Service
- SEC CIK
- 0001333986
近 90 天，Equitable Holdings, Inc. 內部人申報 0 筆公開市場買進、11 筆賣出；2026 年第 2 季末有 484 家機構在 13F 申報持有，市值合計 $116.5 億；Oakmark（Harris Associates）和維京全球投資兩位大師持有。
2021 年第 2 季 13F 持有人
Equitable Holdings, Inc. 在 2021/6/30 季末的機構持股。管理 1 億美元以上美股的機構，每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 384
- 較 2021 年第 1 季 +19 家
- 持有股數
- 4.14 億
- 較 2021 年第 1 季 +315.6 萬 (+0.8%)
- 總市值
- $125.9 億
- 較 2021 年第 1 季 −$7.95 億 (−5.9%)
- 新進機構
- 59
- 另有 136 家加碼
- 清倉機構
- 40
- 另有 143 家減碼
另有 1 家機構在 2021 年第 1 季持有、還沒有申報 2021 年第 2 季 13F：沒申報不算清倉，也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起，每季在 13F 申報持有 EQH 的機構家數與合計市值。市值是各季季末的申報市值，也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 484 | $116.5 億 |
| 2026 年第 1 季 | 543 | $97.3 億 |
| 2025 年第 4 季 | 552 | $133.6 億 |
| 2025 年第 3 季 | 563 | $138.9 億 |
| 2025 年第 2 季 | 581 | $165.7 億 |
| 2025 年第 1 季 | 574 | $155.3 億 |
| 2024 年第 4 季 | 533 | $142.3 億 |
| 2024 年第 3 季 | 504 | $125.6 億 |
| 2024 年第 2 季 | 491 | $125.3 億 |
| 2024 年第 1 季 | 447 | $119.4 億 |
| 2023 年第 4 季 | 424 | $109.8 億 |
| 2023 年第 3 季 | 387 | $94.6 億 |
| 2023 年第 2 季 | 380 | $93.5 億 |
| 2023 年第 1 季 | 393 | $89.3 億 |
| 2022 年第 4 季 | 413 | $103.7 億 |
| 2022 年第 3 季 | 388 | $96.9 億 |
| 2022 年第 2 季 | 395 | $96.1 億 |
| 2022 年第 1 季 | 398 | $116.1 億 |
| 2021 年第 4 季 | 397 | $126.3 億 |
| 2021 年第 3 季 | 375 | $118.6 億 |
| 2021 年第 2 季 | 384 | $125.9 億 |
| 2021 年第 1 季 | 366 | $134.0 億 |
2021 年第 2 季持有機構
每家機構持有 Equitable Holdings, Inc. 的股數、市值與佔組合比重；股數變化跟 2021 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 51,267,597 | $15.6 億 | 0.14% | −2,560,628−4.8% | 減碼 |
| Vanguard Group Inc | 39,812,647 | $12.1 億 | 0.03% | −984,479−2.4% | 減碼 |
| BlackRock Inc. | 37,528,640 | $11.4 億 | 0.03% | −790,526−2.1% | 減碼 |
| Norges Bank | 20,638,468 | $6.28 億 | 0.14% | −667,118−3.1% | 減碼 |
| Pzena Investment Management LLC | 20,404,949 | $6.21 億 | 2.42% | +351,283+1.8% | 加碼 |
| Canada Pension Plan Investment Board | 17,999,904 | $5.48 億 | 0.66% | 00.0% | 不變 |
| Invesco Ltd. | 15,921,095 | $4.85 億 | 0.12% | −84,603−0.5% | 減碼 |
| Wellington Management Group LLP | 15,782,002 | $4.81 億 | 0.08% | +2,334,933+17.4% | 加碼 |
| State Street Corp | 10,608,472 | $3.23 億 | 0.02% | +252,471+2.4% | 加碼 |
| Conifer Management, L.L.C. | 8,323,777 | $2.53 億 | 17.10% | −676,223−7.5% | 減碼 |
| Nuveen Asset Management, LLC | 6,661,202 | $2.03 億 | 0.06% | +366,861+5.8% | 加碼 |
| Massachusetts Financial Services Co | 6,546,188 | $1.99 億 | 0.06% | −291,493−4.3% | 減碼 |
| Thrivent Financial for Lutherans | 5,778,498 | $1.76 億 | 0.36% | +166,202+3.0% | 加碼 |
| Thornburg Investment Management Inc | 5,664,660 | $1.72 億 | 1.98% | −174,032−3.0% | 減碼 |
| Geode Capital Management, LLC | 4,744,612 | $1.44 億 | 0.02% | +220,400+4.9% | 加碼 |
| Sessa Capital IM, L.P. | 4,638,521 | $1.41 億 | 7.71% | −325,918−6.6% | 減碼 |
| Neuberger Berman Group LLC | 4,595,236 | $1.40 億 | 0.12% | +1,884,271+69.5% | 加碼 |
| FMR LLC | 4,478,840 | $1.36 億 | 0.01% | +1,386,641+44.8% | 加碼 |
| FIL Ltd | 4,227,217 | $1.29 億 | 0.14% | −84,453−2.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 4,219,569 | $1.28 億 | 0.39% | −5,030,335−54.4% | 減碼 |
| Clearbridge Investments, LLC | 3,932,783 | $1.20 億 | 0.08% | +18,962+0.5% | 加碼 |
| Citadel Advisors LLC | 3,805,511 | $1.16 億 | 0.12% | +1,404,866+58.5% | 加碼 |
| Ci Investments Inc. | 3,725,884 | $1.13 億 | 0.42% | +938,938+33.7% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 3,424,313 | $1.04 億 | 4.47% | −527,334−13.3% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 3,373,971 | $1.03 億 | 0.13% | −159,107−4.5% | 減碼 |
| Ensign Peak Advisors, Inc | 3,183,643 | $9,694 萬 | 0.20% | −260,933−7.6% | 減碼 |
| Franklin Resources Inc | 3,104,050 | $9,452 萬 | 0.04% | +3,073,138+9,941.6% | 加碼 |
| Bank of New York Mellon Corp | 2,921,618 | $8,896 萬 | 0.02% | +1,664,002+132.3% | 加碼 |
| Owl Creek Asset Management, L.P. | 2,837,409 | $8,640 萬 | 4.07% | +2,837,409 | 新進 |
| Lord, Abbett & Co. LLC | 2,758,081 | $8,399 萬 | 0.20% | +824,997+42.7% | 加碼 |
| Bank of America Corp | 2,747,091 | $8,365 萬 | 0.01% | +250,109+10.0% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,596,303 | $7,906 萬 | 0.09% | +1,549,210+148.0% | 加碼 |
| Northern Trust Corp | 2,510,076 | $7,643 萬 | 0.01% | −268,084−9.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,472,764 | $7,530 萬 | 0.17% | −236,861−8.7% | 減碼 |
| Morgan Stanley | 2,383,749 | $7,259 萬 | 0.01% | +862,470+56.7% | 加碼 |
| Legal & General Group Plc | 2,326,128 | $7,083 萬 | 0.02% | −175,188−7.0% | 減碼 |
| Artemis Investment Management LLP | 2,270,937 | $6,920 萬 | 0.60% | −1,084,795−32.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,225,289 | $6,775 萬 | 0.02% | +35,242+1.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,009,036 | $6,118 萬 | 0.02% | −3,165−0.2% | 減碼 |
| Point72 Asset Management, L.P. | 1,813,500 | $5,522 萬 | 0.28% | +1,076,500+146.1% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,807,970 | $5,505 萬 | 0.03% | −82,635−4.4% | 減碼 |
| Balyasny Asset Management LLC | 1,711,555 | $5,212 萬 | 0.29% | −299,026−14.9% | 減碼 |
| Renaissance Technologies LLC | 1,656,200 | $5,043 萬 | 0.06% | +1,656,200 | 新進 |
| GMT Capital Corp | 1,463,500 | $4,456 萬 | 3.33% | +1,070,300+272.2% | 加碼 |
| Poplar Forest Capital LLC | 1,415,423 | $4,310 萬 | 4.23% | −66,562−4.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,339,599 | $4,079 萬 | 0.02% | −282,053−17.4% | 減碼 |
| Clark Capital Management Group, Inc. | 1,320,212 | $4,020 萬 | 0.56% | +13,979+1.1% | 加碼 |
| Goldman Sachs Group Inc | 1,293,516 | $3,939 萬 | 0.01% | −2,333,132−64.3% | 減碼 |
| Assenagon Asset Management S.A. | 1,281,917 | $3,903 萬 | 0.17% | +1,281,917 | 新進 |
| Moore Capital Management, LP | 1,180,120 | $3,594 萬 | 0.66% | +17,993+1.5% | 加碼 |
| Millennium Management LLC | 1,169,351 | $3,561 萬 | 0.05% | +796,361+213.5% | 加碼 |
| Soapstone Management L.P. | 1,125,000 | $3,426 萬 | 13.75% | +205,000+22.3% | 加碼 |
| Clough Capital Partners L P | 1,098,600 | $3,345 萬 | 1.88% | −3,600−0.3% | 減碼 |
| Parametric Portfolio Associates LLC | 1,051,186 | $3,201 萬 | 0.02% | −23,641−2.2% | 減碼 |
| Wedge Capital Management L L P | 1,043,645 | $3,178 萬 | 0.39% | +87,301+9.1% | 加碼 |
| Epoch Investment Partners, Inc. | 1,033,501 | $3,147 萬 | 0.17% | −1,344,224−56.5% | 減碼 |
| STRS Ohio | 1,009,613 | $3,074 萬 | 0.11% | −407,480−28.8% | 減碼 |
| Janus Henderson Group PLC | 968,953 | $2,950 萬 | 0.01% | +203,667+26.6% | 加碼 |
| Thompson Siegel & Walmsley LLC | 960,820 | $2,926 萬 | 0.40% | +370,322+62.7% | 加碼 |
| State of Wisconsin Investment Board | 948,861 | $2,889 萬 | 0.06% | +11,668+1.2% | 加碼 |
| Schonfeld Strategic Advisors LLC | 918,247 | $2,796 萬 | 0.31% | +458,771+99.8% | 加碼 |
| Alyeska Investment Group, L.P. | 917,715 | $2,794 萬 | 0.32% | +79,722+9.5% | 加碼 |
| California Public Employees Retirement System | 864,910 | $2,634 萬 | 0.02% | −47,173−5.2% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 840,072 | $2,558 萬 | 0.06% | +524,391+166.1% | 加碼 |
| Wells Fargo & Company | 838,386 | $2,553 萬 | 0.01% | −382,709−31.3% | 減碼 |
| Swedbank AB | 802,071 | $2,442 萬 | 0.05% | −455−0.1% | 減碼 |
| Ameriprise Financial Inc | 794,727 | $2,420 萬 | 0.01% | −29,528−3.6% | 減碼 |
| Lazard Asset Management LLC | 759,721 | $2,313 萬 | 0.03% | +184,488+32.1% | 加碼 |
| Storebrand Asset Management AS | 734,391 | $2,236 萬 | 0.11% | +505,097+220.3% | 加碼 |
| Manufacturers Life Insurance Company, The | 709,476 | $2,160 萬 | 0.02% | −89,966−11.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 701,327 | $2,136 萬 | 0.42% | +154,171+28.2% | 加碼 |
| Deutsche Bank AG | 699,607 | $2,130 萬 | 0.01% | −631,462−47.4% | 減碼 |
| California State Teachers Retirement System | 688,129 | $2,095 萬 | 0.03% | −139,275−16.8% | 減碼 |
| Gillson Capital LP | 652,610 | $1,987 萬 | 1.86% | +169,636+35.1% | 加碼 |
| Algebris (UK) Ltd | 646,859 | $1,970 萬 | 10.93% | +31,685+5.2% | 加碼 |
| EJF Capital LLC | 635,327 | $1,935 萬 | 1.74% | −285,673−31.0% | 減碼 |
| APG Asset Management N.V. | 691,510 | $1,776 萬 | 0.03% | −11,100−1.6% | 減碼 |
| Credit Suisse AG | 587,080 | $1,758 萬 | 0.01% | −479,507−45.0% | 減碼 |
| Amundi | 576,577 | $1,756 萬 | 0.01% | +576,577 | 新進 |
| Two Sigma Investments, LP | 571,264 | $1,740 萬 | 0.05% | +76,071+15.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 527,355 | $1,606 萬 | 0.03% | −3,740−0.7% | 減碼 |
| Steamboat Capital Partners, LLC | 494,861 | $1,507 萬 | 3.88% | +94,861+23.7% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 493,403 | $1,502 萬 | 0.08% | +138,785+39.1% | 加碼 |
| NFJ Investment Group, LLC | 490,806 | $1,495 萬 | 0.28% | +490,806 | 新進 |
| Soros Fund Management LLC大師索羅斯基金管理 | 488,871 | $1,489 萬 | 0.27% | +31,000+6.8% | 加碼 |
| New York State Common Retirement Fund | 465,533 | $1,418 萬 | 0.01% | −17,478−3.6% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 461,904 | $1,407 萬 | 4.20% | +257,871+126.4% | 加碼 |
| Putnam Investments LLC | 460,889 | $1,403 萬 | 0.02% | +233,946+103.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 441,874 | $1,346 萬 | 0.07% | +136,660+44.8% | 加碼 |
| Hudson Bay Capital Management LP | 425,000 | $1,294 萬 | 0.16% | +125,000+41.7% | 加碼 |
| Great West Life Assurance Co | 406,461 | $1,237 萬 | 0.03% | −31,481−7.2% | 減碼 |
| Citigroup Inc | 404,409 | $1,231 萬 | 0.01% | −174,789−30.2% | 減碼 |
| JPMorgan Chase & Co | 401,759 | $1,223 萬 | 0.00% | +23,465+6.2% | 加碼 |
| Envestnet Asset Management Inc | 401,120 | $1,221 萬 | 0.01% | −74,064−15.6% | 減碼 |
| Russell Investments Group, Ltd. | 397,549 | $1,209 萬 | 0.02% | −232,319−36.9% | 減碼 |
| Brandywine Global Investment Management, LLC | 382,772 | $1,166 萬 | 0.09% | −16,268−4.1% | 減碼 |
| Man Group plc | 376,341 | $1,146 萬 | 0.04% | +220,838+142.0% | 加碼 |
| First Trust Advisors LP | 370,508 | $1,128 萬 | 0.01% | −81,893−18.1% | 減碼 |
| Royce & Associates LP | 353,420 | $1,076 萬 | 0.07% | −186,366−34.5% | 減碼 |
| Raymond James & Associates | 345,462 | $1,052 萬 | 0.01% | +11,216+3.4% | 加碼 |