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 4 季 13F 持有人
Equitable Holdings, Inc. 在 2021/12/31 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
- 397
- 較 2021 年第 3 季 +29 家
- 持有股數
- 3.85 億
- 較 2021 年第 3 季 −1,458 萬 (−3.6%)
- 總市值
- $126.3 億
- 較 2021 年第 3 季 +$7.77 億 (+6.6%)
- 新進機構
- 65
- 另有 133 家加碼
- 清倉機構
- 36
- 另有 151 家減碼
另有 7 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Price T Rowe Associates Inc | 45,033,655 | $14.8 億 | 0.13% | +139,618+0.3% | 加碼 |
| Vanguard Group Inc | 39,288,878 | $12.9 億 | 0.03% | +566,663+1.5% | 加碼 |
| BlackRock Inc. | 33,207,444 | $10.9 億 | 0.03% | −2,011,139−5.7% | 減碼 |
| Norges Bank | 23,585,331 | $7.73 億 | 0.16% | −680,964−2.8% | 減碼 |
| Pzena Investment Management LLC | 22,083,633 | $7.24 億 | 2.73% | −47,539−0.2% | 減碼 |
| Canada Pension Plan Investment Board | 18,240,809 | $5.98 億 | 0.64% | +240,905+1.3% | 加碼 |
| Wellington Management Group LLP | 14,662,842 | $4.81 億 | 0.08% | −1,505,298−9.3% | 減碼 |
| Invesco Ltd. | 13,463,783 | $4.41 億 | 0.11% | −2,090,396−13.4% | 減碼 |
| State Street Corp | 9,631,463 | $3.16 億 | 0.01% | −625,023−6.1% | 減碼 |
| Conifer Management, L.L.C. | 8,323,777 | $2.73 億 | 19.11% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 6,891,102 | $2.26 億 | 0.06% | +107,024+1.6% | 加碼 |
| Nuveen Asset Management, LLC | 6,451,089 | $2.12 億 | 0.06% | +464,261+7.8% | 加碼 |
| Thornburg Investment Management Inc | 5,667,437 | $1.86 億 | 2.18% | +2,7770.0% | 加碼 |
| Ci Investments Inc. | 5,272,753 | $1.73 億 | 0.60% | −312,684−5.6% | 減碼 |
| FMR LLC | 5,176,976 | $1.70 億 | 0.01% | +854,136+19.8% | 加碼 |
| Thrivent Financial for Lutherans | 4,856,883 | $1.59 億 | 0.31% | −86,063−1.7% | 減碼 |
| Neuberger Berman Group LLC | 4,741,058 | $1.54 億 | 0.12% | −76,374−1.6% | 減碼 |
| Geode Capital Management, LLC | 4,625,196 | $1.51 億 | 0.02% | +32,864+0.7% | 加碼 |
| FIL Ltd | 3,976,931 | $1.30 億 | 0.13% | −104,494−2.6% | 減碼 |
| Sessa Capital IM, L.P. | 3,863,521 | $1.27 億 | 6.86% | −428,707−10.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,742,380 | $1.23 億 | 0.39% | −96,589−2.5% | 減碼 |
| Ensign Peak Advisors, Inc | 3,709,546 | $1.22 億 | 0.23% | +508,434+15.9% | 加碼 |
| Clearbridge Investments, LLC | 3,704,679 | $1.21 億 | 0.08% | −361,800−8.9% | 減碼 |
| Dimensional Fund Advisors LP | 3,384,596 | $1.11 億 | 0.03% | +773,812+29.6% | 加碼 |
| Samlyn Capital, LLC | 2,742,480 | $8,993 萬 | 1.38% | +1,352,252+97.3% | 加碼 |
| Bank of America Corp | 2,722,484 | $8,927 萬 | 0.01% | +4,091+0.2% | 加碼 |
| Artemis Investment Management LLP | 2,658,139 | $8,710 萬 | 0.63% | −371,124−12.3% | 減碼 |
| Citadel Advisors LLC | 2,651,945 | $8,696 萬 | 0.09% | −1,594,523−37.5% | 減碼 |
| Lord, Abbett & Co. LLC | 2,633,815 | $8,636 萬 | 0.20% | −6,048−0.2% | 減碼 |
| Bank of New York Mellon Corp | 2,510,848 | $8,233 萬 | 0.01% | −777,748−23.6% | 減碼 |
| Northern Trust Corp | 2,480,416 | $8,133 萬 | 0.01% | −102,517−4.0% | 減碼 |
| Charles Schwab Investment Management Inc | 2,044,395 | $6,704 萬 | 0.02% | +4,437+0.2% | 加碼 |
| Legal & General Group Plc | 2,018,561 | $6,619 萬 | 0.02% | −206,577−9.3% | 減碼 |
| Goldman Sachs Group Inc | 1,938,710 | $6,357 萬 | 0.02% | +552,289+39.8% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,934,186 | $6,342 萬 | 0.13% | −197,192−9.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 1,923,930 | $6,309 萬 | 0.61% | +115,930+6.4% | 加碼 |
| GMT Capital Corp | 1,700,400 | $5,576 萬 | 4.30% | +128,300+8.2% | 加碼 |
| Morgan Stanley | 1,537,858 | $5,043 萬 | 0.01% | −70,961−4.4% | 減碼 |
| Deutsche Bank AG | 1,461,017 | $4,791 萬 | 0.02% | +653,945+81.0% | 加碼 |
| Balyasny Asset Management LLC | 1,447,623 | $4,747 萬 | 0.20% | +669,170+86.0% | 加碼 |
| Clark Capital Management Group, Inc. | 1,371,581 | $4,497 萬 | 0.55% | +22,924+1.7% | 加碼 |
| Owl Creek Asset Management, L.P. | 1,322,832 | $4,338 萬 | 2.91% | −239,000−15.3% | 減碼 |
| Alyeska Investment Group, L.P. | 1,321,231 | $4,332 萬 | 0.50% | +529,982+67.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,310,382 | $4,297 萬 | 0.03% | −509,710−28.0% | 減碼 |
| Gillson Capital LP | 1,280,456 | $4,199 萬 | 2.74% | −97,029−7.0% | 減碼 |
| Poplar Forest Capital LLC | 1,258,186 | $4,126 萬 | 4.34% | −119,119−8.6% | 減碼 |
| UBS Asset Management Americas Inc | 1,240,197 | $4,067 萬 | 0.02% | −51,594−4.0% | 減碼 |
| Clough Capital Partners L P | 1,234,300 | $4,047 萬 | 2.72% | 00.0% | 不變 |
| Parametric Portfolio Associates LLC | 1,144,126 | $3,752 萬 | 0.02% | +38,525+3.5% | 加碼 |
| Voya Investment Management LLC | 1,067,369 | $3,500 萬 | 0.07% | −122,389−10.3% | 減碼 |
| Wedge Capital Management L L P | 1,024,623 | $3,360 萬 | 0.42% | −29,591−2.8% | 減碼 |
| Epoch Investment Partners, Inc. | 1,019,374 | $3,343 萬 | 0.17% | −1860.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,006,016 | $3,299 萬 | 0.59% | +66,766+7.1% | 加碼 |
| State of Wisconsin Investment Board | 952,632 | $3,124 萬 | 0.06% | −4,086−0.4% | 減碼 |
| Soapstone Management L.P. | 950,000 | $3,115 萬 | 14.32% | −175,000−15.6% | 減碼 |
| HSBC Holdings PLC | 910,298 | $2,999 萬 | 0.03% | +662,041+266.7% | 加碼 |
| Ameriprise Financial Inc | 884,188 | $2,897 萬 | 0.01% | +63,211+7.7% | 加碼 |
| Voloridge Investment Management, LLC | 851,985 | $2,794 萬 | 0.15% | +353,965+71.1% | 加碼 |
| Natixis | 841,934 | $2,761 萬 | 0.09% | +713,296+554.5% | 加碼 |
| Storebrand Asset Management AS | 822,508 | $2,697 萬 | 0.12% | −10,486−1.3% | 減碼 |
| Swedbank AB | 811,233 | $2,658 萬 | 0.05% | 00.0% | 不變 |
| Prana Capital Management, LP | 800,899 | $2,626 萬 | 2.07% | +158,866+24.7% | 加碼 |
| D. E. Shaw & Co., Inc. | 796,438 | $2,612 萬 | 0.03% | −657,564−45.2% | 減碼 |
| California Public Employees Retirement System | 761,543 | $2,497 萬 | 0.02% | −79,990−9.5% | 減碼 |
| Algebris (UK) Ltd | 756,700 | $2,481 萬 | 12.41% | −127,986−14.5% | 減碼 |
| Zimmer Partners, LP | 750,000 | $2,459 萬 | 0.37% | +105,000+16.3% | 加碼 |
| Credit Suisse AG | 731,665 | $2,399 萬 | 0.02% | +69,743+10.5% | 加碼 |
| California State Teachers Retirement System | 686,242 | $2,250 萬 | 0.03% | −4,599−0.7% | 減碼 |
| Russell Investments Group, Ltd. | 611,803 | $2,005 萬 | 0.03% | +53,073+9.5% | 加碼 |
| Amundi | 547,985 | $1,956 萬 | 0.01% | +5,291+1.0% | 加碼 |
| APG Asset Management N.V. | 672,810 | $1,940 萬 | 0.03% | −8,400−1.2% | 減碼 |
| Millennium Management LLC | 569,201 | $1,866 萬 | 0.02% | +3,405+0.6% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 539,457 | $1,769 萬 | 6.11% | −95,778−15.1% | 減碼 |
| State Board of Administration of Florida Retirement System | 513,684 | $1,684 萬 | 0.03% | −342−0.1% | 減碼 |
| Lazard Asset Management LLC | 502,363 | $1,647 萬 | 0.02% | −168,116−25.1% | 減碼 |
| Steamboat Capital Partners, LLC | 500,321 | $1,641 萬 | 5.02% | +8,176+1.7% | 加碼 |
| New York State Common Retirement Fund | 488,874 | $1,603 萬 | 0.02% | +21,641+4.6% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 480,576 | $1,599 萬 | 0.06% | −62,032−11.4% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 484,323 | $1,588 萬 | 0.08% | +74,087+18.1% | 加碼 |
| Wells Fargo & Company | 443,122 | $1,453 萬 | 0.00% | −245,697−35.7% | 減碼 |
| NFJ Investment Group, LLC | 435,956 | $1,430 萬 | 0.26% | −38,367−8.1% | 減碼 |
| AQR Capital Management LLC | 430,263 | $1,411 萬 | 0.03% | +71,179+19.8% | 加碼 |
| Janus Henderson Group PLC | 415,046 | $1,361 萬 | 0.01% | −531,170−56.1% | 減碼 |
| Putnam Investments LLC | 407,659 | $1,337 萬 | 0.02% | −27,894−6.4% | 減碼 |
| Envestnet Asset Management Inc | 388,974 | $1,275 萬 | 0.01% | −6,253−1.6% | 減碼 |
| Point72 Asset Management, L.P. | 388,464 | $1,274 萬 | 0.06% | −2,719,850−87.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 384,895 | $1,262 萬 | 0.03% | −80,039−17.2% | 減碼 |
| Callodine Capital Management, LP | 365,000 | $1,197 萬 | 4.94% | −135,000−27.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 350,913 | $1,151 萬 | 0.08% | −8,113−2.3% | 減碼 |
| Community Trust & Investment Co | 347,430 | $1,139 萬 | 0.88% | +231+0.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 329,046 | $1,079 萬 | 0.16% | 00.0% | 不變 |
| BlueMar Capital Management, LLC | 325,651 | $1,068 萬 | 2.97% | +23,782+7.9% | 加碼 |
| Interval Partners, LP | 324,593 | $1,064 萬 | 0.72% | +43,306+15.4% | 加碼 |
| Teacher Retirement System of Texas | 320,398 | $1,051 萬 | 0.05% | +181,272+130.3% | 加碼 |
| Citigroup Inc | 317,303 | $1,040 萬 | 0.01% | −96,300−23.3% | 減碼 |
| SEI Investments Co | 311,159 | $1,021 萬 | 0.02% | −16,998−5.2% | 減碼 |
| Susquehanna International Group, LLP | 308,425 | $1,011 萬 | 0.02% | +66,107+27.3% | 加碼 |
| Great West Life Assurance Co | 306,819 | $1,004 萬 | 0.02% | −63,591−17.2% | 減碼 |
| Rhumbline Advisers | 301,759 | $989.5 萬 | 0.01% | −1,507−0.5% | 減碼 |
| Hudson Bay Capital Management LP | 300,000 | $983.7 萬 | 0.11% | −165,000−35.5% | 減碼 |