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 | 562 | $138.9 億 |
| 2025 年第 2 季 | 580 | $165.7 億 |
| 2025 年第 1 季 | 573 | $155.3 億 |
| 2024 年第 4 季 | 532 | $142.3 億 |
| 2024 年第 3 季 | 503 | $125.6 億 |
| 2024 年第 2 季 | 490 | $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 |
|---|---|---|---|---|---|
| Boothbay Fund Management, LLC | 49,352 | $146.3 萬 | 0.06% | −4,209−7.9% | 減碼 |
| Amalgamated Bank | 48,297 | $143.2 萬 | 0.01% | −5,168−9.7% | 減碼 |
| KBC Group NV | 46,772 | $138.6 萬 | 0.01% | +1,275+2.8% | 加碼 |
| Redwood Investment Management, LLC | 43,940 | $130.2 萬 | 0.19% | +6,166+16.3% | 加碼 |
| Nissay Asset Management Corp | 43,532 | $129.0 萬 | 0.01% | +588+1.4% | 加碼 |
| Chartwell Investment Partners, LLC | 41,628 | $123.4 萬 | 0.04% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 40,635 | $120.4 萬 | 0.64% | 00.0% | 不變 |
| D.A. Davidson & Co. | 40,310 | $119.5 萬 | 0.01% | +5,855+17.0% | 加碼 |
| Dynamic Technology Lab Private Ltd | 39,347 | $116.6 萬 | 0.14% | +26,314+201.9% | 加碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 37,308 | $110.6 萬 | 0.01% | +37,308 | 新進 |
| TD Asset Management Inc | 37,235 | $110.4 萬 | 0.00% | −500−1.3% | 減碼 |
| TCW Group Inc | 36,844 | $109.2 萬 | 0.01% | +36,844 | 新進 |
| Agf Investments Inc. | 36,140 | $107.1 萬 | 0.01% | −1,434−3.8% | 減碼 |
| AMG National Trust Bank | 34,381 | $101.9 萬 | 0.03% | +426+1.3% | 加碼 |
| AlphaCrest Capital Management LLC | 34,086 | $101.0 萬 | 0.05% | −6,766−16.6% | 減碼 |
| LPL Financial LLC | 34,066 | $101.0 萬 | 0.00% | +9,113+36.5% | 加碼 |
| Ergoteles LLC | 33,991 | $100.7 萬 | 0.04% | −1,269−3.6% | 減碼 |
| ProShare Advisors LLC | 33,092 | $98.1 萬 | 0.00% | +64+0.2% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,460 | $96.2 萬 | 0.61% | +4,096+14.4% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $91.8 萬 | 0.01% | +500+1.6% | 加碼 |
| Diametric Capital, LP | 30,822 | $91.4 萬 | 0.72% | −17,412−36.1% | 減碼 |
| Magnetar Financial LLC | 30,391 | $90.1 萬 | 0.01% | +30,391 | 新進 |
| Bank of Nova Scotia | 30,313 | $89.8 萬 | 0.00% | +30,313 | 新進 |
| Trexquant Investment LP | 29,858 | $88.5 萬 | 0.07% | +29,858 | 新進 |
| Genesee Capital Advisors, LLC | 29,582 | $87.7 萬 | 0.43% | +29,582 | 新進 |
| Point72 Hong Kong Ltd | 28,799 | $85.4 萬 | 0.07% | +10,387+56.4% | 加碼 |
| Optimal Asset Management, Inc. | 28,434 | $84.3 萬 | 0.11% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 28,410 | $84.2 萬 | 0.03% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 27,357 | $82.8 萬 | 0.02% | 00.0% | 不變 |
| New York Life Investments Alternatives | 27,647 | $81.9 萬 | 0.53% | −38−0.1% | 減碼 |
| Icon Advisers Inc | 27,400 | $81.2 萬 | 0.14% | 00.0% | 不變 |
| Macquarie Group Ltd | 26,305 | $78.0 萬 | 0.00% | +407+1.6% | 加碼 |
| First Republic Investment Management, Inc. | 25,966 | $77.0 萬 | 0.00% | +9,492+57.6% | 加碼 |
| Jennison Associates LLC | 25,361 | $75.2 萬 | 0.00% | 00.0% | 不變 |
| Boston Private Wealth LLC | 24,744 | $73.3 萬 | 0.01% | −3,087−11.1% | 減碼 |
| Nordea Investment Management AB | 24,005 | $73.0 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 23,964 | $71.0 萬 | 0.06% | +16,235+210.1% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,950 | $70.9 萬 | 0.02% | −363−1.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 23,388 | $69.4 萬 | 0.02% | +8,240+54.4% | 加碼 |
| Nisa Investment Advisors, LLC | 23,200 | $68.8 萬 | 0.00% | −200−0.9% | 減碼 |
| Gabelli Funds LLC | 23,000 | $68.2 萬 | 0.00% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 22,933 | $68.0 萬 | 0.00% | −907−3.8% | 減碼 |
| Mercer Global Advisors Inc | 22,063 | $65.4 萬 | 0.00% | −3,934−15.1% | 減碼 |
| ClariVest Asset Management LLC | 20,556 | $61.0 萬 | 0.02% | −25−0.1% | 減碼 |
| Daiwa Securities Group Inc. | 20,484 | $60.7 萬 | 0.00% | +1,000+5.1% | 加碼 |
| Westpac Banking Corp | 20,423 | $60.5 萬 | 0.01% | +20,423 | 新進 |
| Tudor Investment Corp Et Al | 20,015 | $59.3 萬 | 0.01% | −162,921−89.1% | 減碼 |
| Caption Management, LLC | 20,000 | $59.3 萬 | 0.04% | +20,000 | 新進 |
| Chilton Investment Co LLC | 19,805 | $58.7 萬 | 0.01% | −153,727−88.6% | 減碼 |
| Nomura Holdings Inc | 19,000 | $57.4 萬 | 0.00% | +19,000 | 新進 |
| PEAK6 Investments LLC | 18,889 | $56.0 萬 | 0.01% | +18,889 | 新進 |
| Csenge Advisory Group | 18,123 | $54.8 萬 | 0.05% | −438−2.4% | 減碼 |
| Blueshift Asset Management, LLC | 17,874 | $53.0 萬 | 0.03% | −33,700−65.3% | 減碼 |
| CIBC Asset Management Inc | 17,830 | $52.8 萬 | 0.00% | +929+5.5% | 加碼 |
| Gsa Capital Partners LLP | 17,512 | $51.9 萬 | 0.05% | +17,512 | 新進 |
| Greenleaf Trust | 17,420 | $51.6 萬 | 0.01% | +68+0.4% | 加碼 |
| Verdence Capital Advisors LLC | 16,722 | $49.6 萬 | 0.07% | +5,814+53.3% | 加碼 |
| Kestra Advisory Services, LLC | 15,995 | $47.4 萬 | 0.00% | +398+2.6% | 加碼 |
| Quinn Opportunity Partners LLC | 15,000 | $44.5 萬 | 0.03% | +15,000 | 新進 |
| Quadrature Capital Ltd | 14,841 | $44.0 萬 | 0.02% | +5,254+54.8% | 加碼 |
| Echo Street Capital Management LLC | 14,456 | $42.8 萬 | 0.00% | −16,664−53.5% | 減碼 |
| Rodgers Brothers Inc. | 14,300 | $42.4 萬 | 0.08% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 13,950 | $41.3 萬 | 0.06% | +13,650+4,550.0% | 加碼 |
| Acadian Asset Management LLC | 13,505 | $40.0 萬 | 0.00% | +13,505 | 新進 |
| FDx Advisors, Inc. | 13,384 | $39.7 萬 | 0.01% | +2,646+24.6% | 加碼 |
| Brown Advisory Inc | 12,969 | $38.4 萬 | 0.00% | +544+4.4% | 加碼 |
| Golden Green, Inc. | 12,743 | $37.8 萬 | 0.29% | −2,835−18.2% | 減碼 |
| Stephens Inc | 12,639 | $37.5 萬 | 0.01% | +2,257+21.7% | 加碼 |
| MidWestOne Financial Group, Inc. | 12,329 | $36.5 萬 | 0.09% | +542+4.6% | 加碼 |
| Arden Trust Co | 11,993 | $35.6 萬 | 0.06% | +1,749+17.1% | 加碼 |
| M&T Bank Corp | 11,939 | $35.3 萬 | 0.00% | −367−3.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 11,865 | $35.2 萬 | 0.00% | −1,097−8.5% | 減碼 |
| Steel Peak Wealth Management LLC | 11,769 | $34.9 萬 | 0.02% | −30,291−72.0% | 減碼 |
| Pacific Global Investment Management CO | 11,706 | $34.7 萬 | 0.07% | 00.0% | 不變 |
| Federated Hermes, Inc. | 11,575 | $34.4 萬 | 0.00% | −43,775−79.1% | 減碼 |
| Sciencast Management LP | 10,792 | $34.0 萬 | 0.10% | −9,118−45.8% | 減碼 |
| Rothschild Investment Corp | 11,425 | $33.9 萬 | 0.03% | 00.0% | 不變 |
| Barings LLC | 11,377 | $33.7 萬 | 0.01% | −11,530−50.3% | 減碼 |
| Teza Capital Management LLC | 11,378 | $33.7 萬 | 0.16% | +11,378 | 新進 |
| Jacobs Levy Equity Management, Inc | 11,216 | $33.2 萬 | 0.00% | +11,216 | 新進 |
| Signaturefd, LLC | 11,179 | $33.1 萬 | 0.01% | +614+5.8% | 加碼 |
| CIBC World Markets Inc. | 11,120 | $33.0 萬 | 0.00% | −5,115−31.5% | 減碼 |
| Verition Fund Management LLC | 11,028 | $32.7 萬 | 0.00% | +11,028 | 新進 |
| IBM Retirement Fund | 10,886 | $32.3 萬 | 0.03% | 00.0% | 不變 |
| Campbell & CO Investment Adviser LLC | 10,600 | $31.4 萬 | 0.10% | +10,600 | 新進 |
| US Bancorp | 10,599 | $31.3 萬 | 0.00% | +2,564+31.9% | 加碼 |
| Allstate Corp | 10,384 | $30.8 萬 | 0.01% | 00.0% | 不變 |
| 44 Wealth Management LLC | 10,086 | $29.9 萬 | 0.11% | +45+0.4% | 加碼 |
| XTX Topco Ltd | 9,949 | $29.5 萬 | 0.10% | +9,949 | 新進 |
| Integrated Wealth Concepts LLC | 9,887 | $29.3 萬 | 0.01% | +9,887 | 新進 |
| Black Maple Capital Management LP | 9,500 | $28.2 萬 | 0.43% | +2,000+26.7% | 加碼 |
| World Asset Management Inc | 9,361 | $27.7 萬 | 0.03% | −1,021−9.8% | 減碼 |
| Corient Capital Partners, LLC | 9,194 | $27.3 萬 | 0.02% | +969+11.8% | 加碼 |
| Ethic Inc. | 8,967 | $26.6 萬 | 0.03% | +8,967 | 新進 |
| Walleye Capital LLC | 8,766 | $26.0 萬 | 0.01% | +8,766 | 新進 |
| Raymond James Trust N.A. | 8,732 | $25.9 萬 | 0.01% | −2,586−22.8% | 減碼 |
| Veriti Management LLC | 8,683 | $25.7 萬 | 0.04% | −210−2.4% | 減碼 |
| Pitcairn Co | 8,560 | $25.4 萬 | 0.02% | −940−9.9% | 減碼 |
| Equitable Holdings, Inc. | 8,500 | $25.2 萬 | 0.00% | −491−5.5% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,141 | $24.1 萬 | 0.02% | +299+3.8% | 加碼 |