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 3 季 13F 持有人
Equitable Holdings, Inc. 在 2021/9/30 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
- 375
- 較 2021 年第 2 季 −2 家
- 持有股數
- 4.00 億
- 較 2021 年第 2 季 −1,368 萬 (−3.3%)
- 總市值
- $118.6 億
- 較 2021 年第 2 季 −$7.32 億 (−5.8%)
- 新進機構
- 45
- 另有 133 家加碼
- 清倉機構
- 47
- 另有 144 家減碼
另有 7 家機構在 2021 年第 2 季持有、還沒有申報 2021 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 44,894,037 | $13.3 億 | 0.13% | −6,373,560−12.4% | 減碼 |
| Vanguard Group Inc | 38,722,215 | $11.5 億 | 0.03% | −1,090,432−2.7% | 減碼 |
| BlackRock Inc. | 35,218,583 | $10.4 億 | 0.03% | −2,310,057−6.2% | 減碼 |
| Norges Bank | 24,266,295 | $7.19 億 | 0.16% | +3,627,827+17.6% | 加碼 |
| Pzena Investment Management LLC | 22,131,172 | $6.56 億 | 2.60% | +1,726,223+8.5% | 加碼 |
| Canada Pension Plan Investment Board | 17,999,904 | $5.34 億 | 0.60% | 00.0% | 不變 |
| Wellington Management Group LLP | 16,168,140 | $4.79 億 | 0.08% | +386,138+2.4% | 加碼 |
| Invesco Ltd. | 15,554,179 | $4.61 億 | 0.12% | −366,916−2.3% | 減碼 |
| State Street Corp | 10,256,486 | $3.04 億 | 0.02% | −351,986−3.3% | 減碼 |
| Conifer Management, L.L.C. | 8,323,777 | $2.47 億 | 17.04% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 6,784,078 | $2.01 億 | 0.06% | +237,890+3.6% | 加碼 |
| Nuveen Asset Management, LLC | 5,986,828 | $1.77 億 | 0.06% | −674,374−10.1% | 減碼 |
| Thornburg Investment Management Inc | 5,664,660 | $1.68 億 | 2.06% | 00.0% | 不變 |
| Ci Investments Inc. | 5,585,437 | $1.66 億 | 0.62% | +1,859,553+49.9% | 加碼 |
| Thrivent Financial for Lutherans | 4,942,946 | $1.47 億 | 0.30% | −835,552−14.5% | 減碼 |
| Neuberger Berman Group LLC | 4,817,432 | $1.42 億 | 0.12% | +222,196+4.8% | 加碼 |
| Geode Capital Management, LLC | 4,592,332 | $1.36 億 | 0.02% | −152,280−3.2% | 減碼 |
| FMR LLC | 4,322,840 | $1.28 億 | 0.01% | −156,000−3.5% | 減碼 |
| Sessa Capital IM, L.P. | 4,292,228 | $1.27 億 | 8.07% | −346,293−7.5% | 減碼 |
| Citadel Advisors LLC | 4,246,468 | $1.26 億 | 0.14% | +440,957+11.6% | 加碼 |
| FIL Ltd | 4,081,425 | $1.21 億 | 0.13% | −145,792−3.4% | 減碼 |
| Clearbridge Investments, LLC | 4,066,479 | $1.21 億 | 0.09% | +133,696+3.4% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,838,969 | $1.14 億 | 0.36% | −380,600−9.0% | 減碼 |
| Bank of New York Mellon Corp | 3,288,596 | $9,747 萬 | 0.02% | +366,978+12.6% | 加碼 |
| Ensign Peak Advisors, Inc | 3,201,112 | $9,488 萬 | 0.20% | +17,469+0.5% | 加碼 |
| Point72 Asset Management, L.P. | 3,108,314 | $9,213 萬 | 0.44% | +1,294,814+71.4% | 加碼 |
| Artemis Investment Management LLP | 3,029,263 | $8,979 萬 | 0.71% | +758,326+33.4% | 加碼 |
| Bank of America Corp | 2,718,393 | $8,057 萬 | 0.01% | −28,698−1.0% | 減碼 |
| Lord, Abbett & Co. LLC | 2,639,863 | $7,825 萬 | 0.19% | −118,218−4.3% | 減碼 |
| Dimensional Fund Advisors LP | 2,610,784 | $7,740 萬 | 0.02% | +385,495+17.3% | 加碼 |
| Northern Trust Corp | 2,582,933 | $7,656 萬 | 0.01% | +72,857+2.9% | 加碼 |
| Legal & General Group Plc | 2,225,138 | $6,595 萬 | 0.02% | −100,990−4.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 2,131,378 | $6,317 萬 | 0.14% | −341,386−13.8% | 減碼 |
| Charles Schwab Investment Management Inc | 2,039,958 | $6,047 萬 | 0.02% | +30,922+1.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,820,092 | $5,395 萬 | 0.03% | +12,122+0.7% | 加碼 |
| Schonfeld Strategic Advisors LLC | 1,808,000 | $5,359 萬 | 0.61% | +889,753+96.9% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,795,383 | $5,322 萬 | 0.07% | −1,578,588−46.8% | 減碼 |
| Morgan Stanley | 1,608,819 | $4,769 萬 | 0.01% | −774,930−32.5% | 減碼 |
| GMT Capital Corp | 1,572,100 | $4,660 萬 | 4.11% | +108,600+7.4% | 加碼 |
| Owl Creek Asset Management, L.P. | 1,561,832 | $4,629 萬 | 3.11% | −1,275,577−45.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,454,002 | $4,310 萬 | 0.06% | −1,142,301−44.0% | 減碼 |
| Samlyn Capital, LLC | 1,390,228 | $4,121 萬 | 0.60% | +1,390,228 | 新進 |
| Goldman Sachs Group Inc | 1,386,421 | $4,109 萬 | 0.01% | +92,905+7.2% | 加碼 |
| Gillson Capital LP | 1,377,485 | $4,083 萬 | 2.99% | +724,875+111.1% | 加碼 |
| Poplar Forest Capital LLC | 1,377,305 | $4,082 萬 | 4.19% | −38,118−2.7% | 減碼 |
| Franklin Resources Inc | 1,354,875 | $4,016 萬 | 0.02% | −1,749,175−56.4% | 減碼 |
| Clark Capital Management Group, Inc. | 1,348,657 | $3,997 萬 | 0.55% | +28,445+2.2% | 加碼 |
| UBS Asset Management Americas Inc | 1,291,791 | $3,829 萬 | 0.02% | −47,808−3.6% | 減碼 |
| Clough Capital Partners L P | 1,234,300 | $3,659 萬 | 2.28% | +135,700+12.4% | 加碼 |
| Voya Investment Management LLC | 1,189,758 | $3,526 萬 | 0.07% | +1,128,599+1,845.4% | 加碼 |
| Renaissance Technologies LLC | 1,161,000 | $3,441 萬 | 0.04% | −495,200−29.9% | 減碼 |
| Soapstone Management L.P. | 1,125,000 | $3,335 萬 | 14.01% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 1,105,601 | $3,277 萬 | 0.02% | +54,415+5.2% | 加碼 |
| Wedge Capital Management L L P | 1,054,214 | $3,125 萬 | 0.40% | +10,569+1.0% | 加碼 |
| Epoch Investment Partners, Inc. | 1,019,560 | $3,022 萬 | 0.17% | −13,941−1.3% | 減碼 |
| State of Wisconsin Investment Board | 956,718 | $2,836 萬 | 0.06% | +7,857+0.8% | 加碼 |
| Thompson Siegel & Walmsley LLC | 954,321 | $2,829 萬 | 0.41% | −6,499−0.7% | 減碼 |
| Janus Henderson Group PLC | 946,216 | $2,805 萬 | 0.01% | −22,737−2.3% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 939,250 | $2,784 萬 | 0.57% | +237,923+33.9% | 加碼 |
| Algebris (UK) Ltd | 884,686 | $2,622 萬 | 15.37% | +237,827+36.8% | 加碼 |
| California Public Employees Retirement System | 841,533 | $2,494 萬 | 0.02% | −23,377−2.7% | 減碼 |
| Storebrand Asset Management AS | 832,994 | $2,469 萬 | 0.12% | +98,603+13.4% | 加碼 |
| Ameriprise Financial Inc | 820,977 | $2,433 萬 | 0.01% | +26,250+3.3% | 加碼 |
| Swedbank AB | 811,233 | $2,404 萬 | 0.05% | +9,162+1.1% | 加碼 |
| Deutsche Bank AG | 807,072 | $2,392 萬 | 0.01% | +107,465+15.4% | 加碼 |
| Alyeska Investment Group, L.P. | 791,249 | $2,345 萬 | 0.29% | −126,466−13.8% | 減碼 |
| Balyasny Asset Management LLC | 778,453 | $2,307 萬 | 0.11% | −933,102−54.5% | 減碼 |
| California State Teachers Retirement System | 690,841 | $2,048 萬 | 0.03% | +2,712+0.4% | 加碼 |
| Wells Fargo & Company | 688,819 | $2,042 萬 | 0.00% | −149,567−17.8% | 減碼 |
| Lazard Asset Management LLC | 670,479 | $1,987 萬 | 0.02% | −89,242−11.7% | 減碼 |
| Credit Suisse AG | 661,922 | $1,962 萬 | 0.02% | +74,842+12.7% | 加碼 |
| Zimmer Partners, LP | 645,000 | $1,912 萬 | 0.30% | +370,000+134.5% | 加碼 |
| Prana Capital Management, LP | 642,033 | $1,903 萬 | 1.68% | +328,891+105.0% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 635,235 | $1,883 萬 | 5.99% | +173,331+37.5% | 加碼 |
| APG Asset Management N.V. | 681,210 | $1,742 萬 | 0.03% | −10,300−1.5% | 減碼 |
| Millennium Management LLC | 565,796 | $1,677 萬 | 0.02% | −603,555−51.6% | 減碼 |
| Russell Investments Group, Ltd. | 558,730 | $1,659 萬 | 0.03% | +161,181+40.5% | 加碼 |
| Amundi | 542,694 | $1,609 萬 | 0.01% | −33,883−5.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 542,608 | $1,608 萬 | 0.08% | +49,205+10.0% | 加碼 |
| EJF Capital LLC | 520,000 | $1,541 萬 | 1.35% | −115,327−18.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 514,026 | $1,524 萬 | 0.03% | −13,329−2.5% | 減碼 |
| Callodine Capital Management, LP | 500,000 | $1,482 萬 | 5.90% | +205,000+69.5% | 加碼 |
| Voloridge Investment Management, LLC | 498,020 | $1,476 萬 | 0.10% | +309,501+164.2% | 加碼 |
| Steamboat Capital Partners, LLC | 492,145 | $1,459 萬 | 3.38% | −2,716−0.5% | 減碼 |
| NFJ Investment Group, LLC | 474,323 | $1,406 萬 | 0.28% | −16,483−3.4% | 減碼 |
| New York State Common Retirement Fund | 467,233 | $1,385 萬 | 0.01% | +1,700+0.4% | 加碼 |
| Hudson Bay Capital Management LP | 465,000 | $1,378 萬 | 0.19% | +40,000+9.4% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 464,934 | $1,378 萬 | 0.03% | −375,138−44.7% | 減碼 |
| Putnam Investments LLC | 435,553 | $1,291 萬 | 0.02% | −25,336−5.5% | 減碼 |
| Citigroup Inc | 413,603 | $1,226 萬 | 0.01% | +9,194+2.3% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 410,236 | $1,216 萬 | 0.07% | −31,638−7.2% | 減碼 |
| Envestnet Asset Management Inc | 395,227 | $1,172 萬 | 0.01% | −5,893−1.5% | 減碼 |
| Great West Life Assurance Co | 370,410 | $1,106 萬 | 0.03% | −36,051−8.9% | 減碼 |
| Bank of Montreal | 358,153 | $1,088 萬 | 0.01% | +53,961+17.7% | 加碼 |
| AQR Capital Management LLC | 359,084 | $1,064 萬 | 0.02% | +77,210+27.4% | 加碼 |
| Brandywine Global Investment Management, LLC | 359,026 | $1,064 萬 | 0.08% | −23,746−6.2% | 減碼 |
| Royce & Associates LP | 352,618 | $1,045 萬 | 0.08% | −802−0.2% | 減碼 |
| Community Trust & Investment Co | 347,199 | $1,029 萬 | 0.86% | +347,199 | 新進 |
| Worldquant Millennium Advisors LLC | 337,184 | $999.4 萬 | 0.22% | +135,684+67.3% | 加碼 |
| Kingdon Capital Management, L.L.C. | 334,000 | $990.0 萬 | 1.74% | +334,000 | 新進 |