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 |
|---|---|---|---|---|---|
| Stephens Inc | 10,382 | $31.6 萬 | 0.00% | −46−0.4% | 減碼 |
| Allstate Corp | 10,384 | $31.6 萬 | 0.01% | +102+1.0% | 加碼 |
| Signaturefd, LLC | 10,565 | $32.2 萬 | 0.01% | +4,516+74.7% | 加碼 |
| FDx Advisors, Inc. | 10,738 | $32.7 萬 | 0.01% | +10,738 | 新進 |
| IBM Retirement Fund | 10,886 | $33.1 萬 | 0.03% | −2,846−20.7% | 減碼 |
| Verdence Capital Advisors LLC | 10,908 | $33.2 萬 | 0.05% | +2,627+31.7% | 加碼 |
| Cipher Capital LP | 11,247 | $34.2 萬 | 0.19% | +11,247 | 新進 |
| Raymond James Trust N.A. | 11,318 | $34.5 萬 | 0.01% | +647+6.1% | 加碼 |
| Rothschild Investment Corp | 11,425 | $34.8 萬 | 0.03% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 11,706 | $35.6 萬 | 0.07% | −290−2.4% | 減碼 |
| MidWestOne Financial Group, Inc. | 11,787 | $35.9 萬 | 0.08% | −6,038−33.9% | 減碼 |
| Occudo Quantitative Strategies LP | 11,857 | $36.1 萬 | 0.06% | +11,857 | 新進 |
| Kingsview Wealth Management, LLC | 11,785 | $36.4 萬 | 0.02% | +2,350+24.9% | 加碼 |
| M&T Bank Corp | 12,306 | $37.4 萬 | 0.00% | −390−3.1% | 減碼 |
| Brown Advisory Inc | 12,425 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| BP PLC | 12,956 | $39.4 萬 | 0.02% | −7,352−36.2% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,962 | $39.5 萬 | 0.00% | −373−2.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 13,033 | $39.7 萬 | 0.04% | +13,033 | 新進 |
| Rodgers Brothers Inc. | 14,300 | $43.5 萬 | 0.08% | −200−1.4% | 減碼 |
| Tower Research Capital LLC (TRC) | 15,148 | $46.2 萬 | 0.01% | −8,286−35.4% | 減碼 |
| Golden Green, Inc. | 15,578 | $47.4 萬 | 0.36% | +49+0.3% | 加碼 |
| Abacus Planning Group, Inc. | 15,588 | $47.5 萬 | 0.15% | −4,391−22.0% | 減碼 |
| Kestra Advisory Services, LLC | 15,597 | $47.5 萬 | 0.01% | −1,952−11.1% | 減碼 |
| AGF Investments LLC | 15,858 | $48.3 萬 | 0.05% | +15,782+20,765.8% | 加碼 |
| CIBC World Markets Inc. | 16,235 | $49.4 萬 | 0.00% | +16,235 | 新進 |
| First Republic Investment Management, Inc. | 16,474 | $50.2 萬 | 0.00% | +5,320+47.7% | 加碼 |
| CIBC Asset Management Inc | 16,901 | $51.5 萬 | 0.00% | +26+0.2% | 加碼 |
| Greenleaf Trust | 17,352 | $52.8 萬 | 0.01% | 00.0% | 不變 |
| Winton Group Ltd | 17,730 | $54.0 萬 | 0.03% | −26,450−59.9% | 減碼 |
| M Holdings Securities, Inc. | 18,369 | $55.9 萬 | 0.05% | +18,369 | 新進 |
| Point72 Hong Kong Ltd | 18,412 | $56.1 萬 | 0.04% | +9,087+97.4% | 加碼 |
| Csenge Advisory Group | 18,561 | $57.4 萬 | 0.05% | −678−3.5% | 減碼 |
| Quantitative Systematic Strategies LLC | 19,038 | $58.0 萬 | 0.20% | −51,629−73.1% | 減碼 |
| Sciencast Management LP | 19,910 | $58.7 萬 | 0.12% | +19,910 | 新進 |
| Daiwa Securities Group Inc. | 19,484 | $59.3 萬 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 20,581 | $62.7 萬 | 0.02% | −91−0.4% | 減碼 |
| Rockefeller Capital Management L.P. | 21,927 | $66.7 萬 | 0.00% | −445−2.0% | 減碼 |
| Barings LLC | 22,907 | $69.7 萬 | 0.02% | +16,404+252.3% | 加碼 |
| Gabelli Funds LLC | 23,000 | $70.0 萬 | 0.00% | −4,000−14.8% | 減碼 |
| Nisa Investment Advisors, LLC | 23,400 | $71.3 萬 | 0.00% | −2,700−10.3% | 減碼 |
| Advisor Group Holdings, Inc. | 23,840 | $72.6 萬 | 0.00% | −1,162−4.6% | 減碼 |
| Kemnay Advisory Services Inc. | 23,882 | $72.7 萬 | 0.09% | +23,882 | 新進 |
| SG Americas Securities, LLC | 23,916 | $72.8 萬 | 0.00% | +19,688+465.7% | 加碼 |
| Nordea Investment Management AB | 24,005 | $73.1 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,313 | $74.0 萬 | 0.02% | −100−0.4% | 減碼 |
| Federation des caisses Desjardins du Quebec | 24,443 | $74.3 萬 | 0.01% | +487+2.0% | 加碼 |
| LPL Financial LLC | 24,953 | $76.0 萬 | 0.00% | +3,179+14.6% | 加碼 |
| Jennison Associates LLC | 25,361 | $77.2 萬 | 0.00% | +25,361 | 新進 |
| Macquarie Group Ltd | 25,898 | $78.8 萬 | 0.00% | −6,267−19.5% | 減碼 |
| Mercer Global Advisors Inc | 25,997 | $79.2 萬 | 0.01% | −69,194−72.7% | 減碼 |
| Maryland State Retirement & Pension System | 27,357 | $81.0 萬 | 0.03% | −3,393−11.0% | 減碼 |
| Icon Advisers Inc | 27,400 | $83.4 萬 | 0.14% | 00.0% | 不變 |
| Barometer Capital Management Inc. | 27,664 | $83.8 萬 | 0.16% | −180,896−86.7% | 減碼 |
| New York Life Investments Alternatives | 27,685 | $84.3 萬 | 0.57% | +4,941+21.7% | 加碼 |
| Boston Private Wealth LLC | 27,831 | $84.8 萬 | 0.01% | −23−0.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 28,364 | $86.4 萬 | 0.56% | +4,061+16.7% | 加碼 |
| Elo Mutual Pension Insurance Co | 28,410 | $86.5 萬 | 0.03% | −463−1.6% | 減碼 |
| Optimal Asset Management, Inc. | 28,434 | $86.6 萬 | 0.10% | 00.0% | 不變 |
| Origin Asset Management LLP | 30,000 | $91.4 萬 | 0.10% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 30,083 | $91.6 萬 | 0.05% | +1,773+6.3% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 30,459 | $92.7 萬 | 0.01% | −800−2.6% | 減碼 |
| Echo Street Capital Management LLC | 31,120 | $94.8 萬 | 0.01% | +31,120 | 新進 |
| ProShare Advisors LLC | 33,028 | $100.6 萬 | 0.00% | +528+1.6% | 加碼 |
| AMG National Trust Bank | 33,955 | $103.4 萬 | 0.03% | +64+0.2% | 加碼 |
| D.A. Davidson & Co. | 34,455 | $104.9 萬 | 0.01% | +4,573+15.3% | 加碼 |
| Ergoteles LLC | 35,260 | $107.4 萬 | 0.02% | +35,260 | 新進 |
| Agf Investments Inc. | 37,574 | $114.4 萬 | 0.01% | +37,574 | 新進 |
| Redwood Investment Management, LLC | 37,774 | $115.0 萬 | 0.19% | +11,086+41.5% | 加碼 |
| TD Asset Management Inc | 37,735 | $116.5 萬 | 0.00% | −873,423−95.9% | 減碼 |
| Seven Eight Capital, LP | 39,672 | $120.8 萬 | 0.17% | +8,472+27.2% | 加碼 |
| Maven Securities LTD | 40,210 | $121.7 萬 | 0.13% | +17,092+73.9% | 加碼 |
| Legacy Wealth Management, LLC | 40,635 | $123.7 萬 | 0.69% | 00.0% | 不變 |
| AlphaCrest Capital Management LLC | 40,852 | $124.4 萬 | 0.05% | +40,852 | 新進 |
| Chartwell Investment Partners, LLC | 41,628 | $126.8 萬 | 0.04% | +41,628 | 新進 |
| Steel Peak Wealth Management LLC | 42,060 | $128.1 萬 | 0.09% | +42,060 | 新進 |
| Jane Street Group, LLC | 42,139 | $128.3 萬 | 0.00% | +33,756+402.7% | 加碼 |
| Engineers Gate Manager LP | 42,747 | $130.2 萬 | 0.08% | +4,147+10.7% | 加碼 |
| Nissay Asset Management Corp | 42,944 | $130.8 萬 | 0.01% | −1,069−2.4% | 減碼 |
| KBC Group NV | 45,497 | $138.5 萬 | 0.00% | +5,843+14.7% | 加碼 |
| DekaBank Deutsche Girozentrale | 50,231 | $148.9 萬 | 0.00% | +10,592+26.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 49,168 | $149.7 萬 | 0.06% | +49,168 | 新進 |
| Capitolis Advisors LLC | 49,633 | $151.1 萬 | 0.02% | −24,812−33.3% | 減碼 |
| DnB Asset Management AS | 51,317 | $156.3 萬 | 0.01% | +16,783+48.6% | 加碼 |
| Blueshift Asset Management, LLC | 51,574 | $157.0 萬 | 0.09% | +51,574 | 新進 |
| American Century Companies Inc | 52,063 | $158.5 萬 | 0.00% | +25,549+96.4% | 加碼 |
| Amalgamated Bank | 53,465 | $162.8 萬 | 0.01% | +36,462+214.4% | 加碼 |
| Boothbay Fund Management, LLC | 53,561 | $163.1 萬 | 0.07% | +13,272+32.9% | 加碼 |
| Federated Hermes, Inc. | 55,350 | $168.6 萬 | 0.00% | −14,993−21.3% | 減碼 |
| Toronto Dominion Bank | 56,043 | $170.7 萬 | 0.00% | −1,483−2.6% | 減碼 |
| Comerica Bank | 57,797 | $171.5 萬 | 0.01% | −1,956−3.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 57,989 | $176.6 萬 | 0.01% | 00.0% | 不變 |
| Principal Financial Group Inc | 58,445 | $178.0 萬 | 0.00% | +11,003+23.2% | 加碼 |
| Balasa Dinverno & Foltz LLC | 61,034 | $185.8 萬 | 0.13% | −2,737−4.3% | 減碼 |
| Voya Investment Management LLC | 61,159 | $186.2 萬 | 0.00% | +4,146+7.3% | 加碼 |
| IFM Investors Pty Ltd | 61,166 | $186.3 萬 | 0.04% | +8,721+16.6% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 67,500 | $205.5 萬 | 0.12% | −2,400−3.4% | 減碼 |
| TD Private Client Wealth LLC | 68,252 | $207.8 萬 | 0.09% | −415−0.6% | 減碼 |
| British Columbia Investment Management Corp | 72,704 | $221.4 萬 | 0.01% | +7,055+10.7% | 加碼 |
| Utah Retirement Systems | 73,038 | $222.4 萬 | 0.03% | −3,900−5.1% | 減碼 |
| Vident Investment Advisory, LLC | 74,238 | $226.1 萬 | 0.07% | −417−0.6% | 減碼 |