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 |
|---|---|---|---|---|---|
| CIBC World Markets Inc. | 8,129 | $26.7 萬 | 0.00% | −2,991−26.9% | 減碼 |
| Interchange Capital Partners, LLC | 8,214 | $26.9 萬 | 0.27% | +8,214 | 新進 |
| Pitcairn Co | 8,406 | $27.6 萬 | 0.02% | −154−1.8% | 減碼 |
| Veriti Management LLC | 8,499 | $27.9 萬 | 0.04% | −184−2.1% | 減碼 |
| The PNC Financial Services Group, Inc. | 8,846 | $28.9 萬 | 0.00% | +1,340+17.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 9,200 | $30.2 萬 | 0.10% | −1,400−13.2% | 減碼 |
| Corient Capital Partners, LLC | 9,436 | $31.0 萬 | 0.02% | +242+2.6% | 加碼 |
| Stephens Inc | 9,849 | $32.3 萬 | 0.00% | −2,790−22.1% | 減碼 |
| 44 Wealth Management LLC | 9,925 | $32.5 萬 | 0.11% | −161−1.6% | 減碼 |
| Raymond James Trust N.A. | 10,010 | $32.8 萬 | 0.01% | +1,278+14.6% | 加碼 |
| Ethic Inc. | 10,062 | $33.0 萬 | 0.03% | +1,095+12.2% | 加碼 |
| Susquehanna Fundamental Investments, LLC | 10,080 | $33.1 萬 | 0.01% | −96,835−90.6% | 減碼 |
| KBC Group NV | 10,119 | $33.2 萬 | 0.00% | −36,653−78.4% | 減碼 |
| Modera Wealth Management, LLC | 10,144 | $33.3 萬 | 0.01% | +10,144 | 新進 |
| Equitable Holdings, Inc. | 10,222 | $33.5 萬 | 0.01% | +1,722+20.3% | 加碼 |
| Yousif Capital Management, LLC | 10,256 | $33.6 萬 | 0.00% | +10,256 | 新進 |
| US Bancorp | 10,276 | $33.8 萬 | 0.00% | −323−3.0% | 減碼 |
| Integrated Wealth Concepts LLC | 10,337 | $33.9 萬 | 0.01% | +450+4.6% | 加碼 |
| Walleye Capital LLC | 10,488 | $34.4 萬 | 0.01% | +1,722+19.6% | 加碼 |
| Allstate Corp | 10,567 | $34.6 萬 | 0.01% | +183+1.8% | 加碼 |
| Gotham Asset Management, LLC | 10,713 | $35.1 萬 | 0.01% | +10,713 | 新進 |
| Pacific Global Investment Management CO | 10,838 | $35.5 萬 | 0.07% | −868−7.4% | 減碼 |
| M&T Bank Corp | 11,168 | $36.6 萬 | 0.00% | −771−6.5% | 減碼 |
| Barings LLC | 11,377 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Rothschild Investment Corp | 11,425 | $37.5 萬 | 0.03% | 00.0% | 不變 |
| Federated Hermes, Inc. | 11,568 | $37.9 萬 | 0.00% | −7−0.1% | 減碼 |
| Arden Trust Co | 11,868 | $38.9 萬 | 0.07% | −125−1.0% | 減碼 |
| Signaturefd, LLC | 11,931 | $39.1 萬 | 0.01% | +752+6.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 12,038 | $39.4 萬 | 0.00% | +173+1.5% | 加碼 |
| Aigen Investment Management, LP | 12,435 | $40.6 萬 | 0.02% | +12,435 | 新進 |
| Fractal Investments LLC | 12,543 | $41.1 萬 | 0.14% | +12,543 | 新進 |
| Bayesian Capital Management, LP | 12,770 | $41.9 萬 | 0.13% | +12,770 | 新進 |
| Brown Advisory Inc | 12,955 | $42.5 萬 | 0.00% | −14−0.1% | 減碼 |
| Corton Capital Inc. | 12,995 | $42.6 萬 | 0.19% | +12,995 | 新進 |
| FDx Advisors, Inc. | 13,469 | $44.2 萬 | 0.01% | +85+0.6% | 加碼 |
| PEAK6 Investments LLC | 14,030 | $46.0 萬 | 0.01% | −4,859−25.7% | 減碼 |
| MidWestOne Financial Group, Inc. | 14,224 | $46.6 萬 | 0.10% | +1,895+15.4% | 加碼 |
| Macquarie Group Ltd | 14,286 | $46.9 萬 | 0.00% | −12,019−45.7% | 減碼 |
| Rodgers Brothers Inc. | 14,300 | $46.9 萬 | 0.08% | 00.0% | 不變 |
| Kestra Advisory Services, LLC | 14,544 | $47.7 萬 | 0.00% | −1,451−9.1% | 減碼 |
| Boothbay Fund Management, LLC | 14,978 | $49.1 萬 | 0.02% | −34,374−69.7% | 減碼 |
| Simplex Trading, LLC | 15,501 | $50.8 萬 | 0.02% | +15,189+4,868.3% | 加碼 |
| Allianz Asset Management GmbH | 16,284 | $53.4 萬 | 0.00% | −122,927−88.3% | 減碼 |
| Meiji Yasuda Life Insurance Co | 16,295 | $53.4 萬 | 0.01% | +16,295 | 新進 |
| Truist Financial Corp | 16,765 | $55.0 萬 | 0.00% | +16,765 | 新進 |
| Caxton Associates LP | 17,043 | $55.9 萬 | 0.07% | +17,043 | 新進 |
| Greenleaf Trust | 17,473 | $57.3 萬 | 0.01% | +53+0.3% | 加碼 |
| State of Michigan Retirement System | 17,486 | $57.3 萬 | 0.00% | +9,386+115.9% | 加碼 |
| Csenge Advisory Group | 18,561 | $57.4 萬 | 0.05% | +438+2.4% | 加碼 |
| Anchor Investment Management, LLC | 17,703 | $58.0 萬 | 0.07% | +3,753+26.9% | 加碼 |
| CIBC Asset Management Inc | 18,932 | $62.1 萬 | 0.00% | +1,102+6.2% | 加碼 |
| Verdence Capital Advisors LLC | 19,857 | $65.1 萬 | 0.08% | +3,135+18.7% | 加碼 |
| Daiwa Securities Group Inc. | 20,484 | $67.2 萬 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 20,556 | $67.5 萬 | 0.02% | 00.0% | 不變 |
| Blair William & Co | 21,608 | $70.9 萬 | 0.00% | +21,608 | 新進 |
| E. Ohman J:or Asset Management AB | 22,400 | $73.4 萬 | 0.02% | +22,400 | 新進 |
| SG Americas Securities, LLC | 22,611 | $74.1 萬 | 0.00% | −57,433−71.8% | 減碼 |
| Prelude Capital Management, LLC | 22,931 | $75.2 萬 | 0.04% | +22,931 | 新進 |
| Gabelli Funds LLC | 23,000 | $75.4 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 22,900 | $77.0 萬 | 0.01% | −300−1.3% | 減碼 |
| Mercer Global Advisors Inc | 23,557 | $77.2 萬 | 0.00% | +1,494+6.8% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,880 | $78.3 萬 | 0.02% | −70−0.3% | 減碼 |
| Nordea Investment Management AB | 24,005 | $79.3 萬 | 0.00% | 00.0% | 不變 |
| Oak Thistle LLC | 25,470 | $83.6 萬 | 0.65% | +25,470 | 新進 |
| New York Life Investments Alternatives | 26,702 | $87.6 萬 | 0.59% | −945−3.4% | 減碼 |
| Maryland State Retirement & Pension System | 27,357 | $89.7 萬 | 0.02% | 00.0% | 不變 |
| Icon Advisers Inc | 27,400 | $89.8 萬 | 0.14% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 28,410 | $93.2 萬 | 0.03% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 28,984 | $95.0 萬 | 0.12% | +11,472+65.5% | 加碼 |
| Steel Peak Wealth Management LLC | 29,746 | $97.5 萬 | 0.06% | +17,977+152.7% | 加碼 |
| Genesee Capital Advisors, LLC | 29,918 | $98.1 萬 | 0.47% | +336+1.1% | 加碼 |
| Tudor Investment Corp Et Al | 30,184 | $99.0 萬 | 0.02% | +10,169+50.8% | 加碼 |
| First Republic Investment Management, Inc. | 30,714 | $100.7 萬 | 0.00% | +4,748+18.3% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 30,959 | $101.5 萬 | 0.01% | 00.0% | 不變 |
| TD Asset Management Inc | 31,350 | $102.8 萬 | 0.00% | −5,885−15.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 32,156 | $105.4 萬 | 0.64% | −304−0.9% | 減碼 |
| ProShare Advisors LLC | 32,439 | $106.3 萬 | 0.00% | −653−2.0% | 減碼 |
| JPMorgan Chase & Co | 34,055 | $111.6 萬 | 0.00% | −30,545−47.3% | 減碼 |
| AMG National Trust Bank | 34,381 | $112.7 萬 | 0.03% | 00.0% | 不變 |
| Bank of Nova Scotia | 34,587 | $113.4 萬 | 0.00% | +4,274+14.1% | 加碼 |
| Renaissance Technologies LLC | 35,800 | $117.4 萬 | 0.00% | −1,125,200−96.9% | 減碼 |
| LPL Financial LLC | 37,349 | $122.5 萬 | 0.00% | +3,283+9.6% | 加碼 |
| Amalgamated Bank | 38,940 | $127.7 萬 | 0.01% | −9,357−19.4% | 減碼 |
| Diametric Capital, LP | 39,092 | $128.2 萬 | 0.98% | +8,270+26.8% | 加碼 |
| TCW Group Inc | 40,221 | $131.9 萬 | 0.01% | +3,377+9.2% | 加碼 |
| Legacy Wealth Management, LLC | 40,735 | $133.6 萬 | 0.68% | +100+0.2% | 加碼 |
| D.A. Davidson & Co. | 40,804 | $133.8 萬 | 0.01% | +494+1.2% | 加碼 |
| Nissay Asset Management Corp | 41,384 | $135.7 萬 | 0.01% | −2,148−4.9% | 減碼 |
| AlphaCrest Capital Management LLC | 44,771 | $146.8 萬 | 0.05% | +10,685+31.3% | 加碼 |
| Paloma Partners Management Co | 45,400 | $148.9 萬 | 0.05% | +45,400 | 新進 |
| Comerica Bank | 46,793 | $154.1 萬 | 0.01% | −303−0.6% | 減碼 |
| Quinn Opportunity Partners LLC | 47,000 | $154.1 萬 | 0.09% | +32,000+213.3% | 加碼 |
| Maven Securities LTD | 47,688 | $156.4 萬 | 0.19% | −26,622−35.8% | 減碼 |
| Crestline Management, LP | 48,274 | $158.2 萬 | 0.12% | −1,224−2.5% | 減碼 |
| Twinbeech Capital LP | 48,808 | $160.0 萬 | 0.09% | −165,089−77.2% | 減碼 |
| Advisor Group Holdings, Inc. | 48,909 | $160.3 萬 | 0.00% | +25,976+113.3% | 加碼 |
| Squarepoint Ops LLC | 49,218 | $161.4 萬 | 0.01% | −141,265−74.2% | 減碼 |
| Nomura Holdings Inc | 50,183 | $164.6 萬 | 0.01% | +31,183+164.1% | 加碼 |
| TD Private Client Wealth LLC | 50,261 | $164.8 萬 | 0.07% | −16,536−24.8% | 減碼 |
| STRS Ohio | 50,753 | $166.4 萬 | 0.01% | −11,944−19.1% | 減碼 |