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。
2022 年第 1 季 13F 持有人
Equitable Holdings, Inc. 在 2022/3/31 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
- 398
- 較 2021 年第 4 季 +7 家
- 持有股數
- 3.75 億
- 較 2021 年第 4 季 −925.0 萬 (−2.4%)
- 總市值
- $116.1 億
- 較 2021 年第 4 季 −$10.1 億 (−8.0%)
- 新進機構
- 57
- 另有 142 家加碼
- 清倉機構
- 50
- 另有 164 家減碼
另有 6 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 40,143,567 | $12.4 億 | 0.03% | +854,689+2.2% | 加碼 |
| BlackRock Inc. | 32,341,132 | $10.0 億 | 0.03% | −866,312−2.6% | 減碼 |
| Price T Rowe Associates Inc | 28,851,136 | $8.92 億 | 0.09% | −16,182,519−35.9% | 減碼 |
| Norges Bank | 23,577,135 | $7.29 億 | 0.16% | −8,1960.0% | 減碼 |
| Pzena Investment Management LLC | 21,926,757 | $6.78 億 | 2.56% | −156,876−0.7% | 減碼 |
| Canada Pension Plan Investment Board | 18,240,633 | $5.64 億 | 0.76% | −1760.0% | 減碼 |
| Invesco Ltd. | 13,883,483 | $4.29 億 | 0.11% | +419,700+3.1% | 加碼 |
| Wellington Management Group LLP | 13,407,601 | $4.14 億 | 0.07% | −1,255,241−8.6% | 減碼 |
| State Street Corp | 9,342,167 | $2.89 億 | 0.01% | −289,296−3.0% | 減碼 |
| Conifer Management, L.L.C. | 9,204,377 | $2.85 億 | 32.60% | +880,600+10.6% | 加碼 |
| Massachusetts Financial Services Co | 7,466,766 | $2.31 億 | 0.07% | +575,664+8.4% | 加碼 |
| Nuveen Asset Management, LLC | 6,358,764 | $1.98 億 | 0.06% | −92,325−1.4% | 減碼 |
| Ci Investments Inc. | 5,743,916 | $1.78 億 | 0.65% | +471,163+8.9% | 加碼 |
| Thornburg Investment Management Inc | 5,657,912 | $1.75 億 | 2.29% | −9,525−0.2% | 減碼 |
| FMR LLC | 5,182,546 | $1.60 億 | 0.01% | +5,570+0.1% | 加碼 |
| Thrivent Financial for Lutherans | 5,142,973 | $1.59 億 | 0.31% | +286,090+5.9% | 加碼 |
| Neuberger Berman Group LLC | 5,011,786 | $1.55 億 | 0.13% | +270,728+5.7% | 加碼 |
| Geode Capital Management, LLC | 4,727,799 | $1.46 億 | 0.02% | +102,603+2.2% | 加碼 |
| Dimensional Fund Advisors LP | 4,099,592 | $1.27 億 | 0.04% | +714,996+21.1% | 加碼 |
| Ensign Peak Advisors, Inc | 3,916,682 | $1.21 億 | 0.25% | +207,136+5.6% | 加碼 |
| Clearbridge Investments, LLC | 3,752,140 | $1.16 億 | 0.09% | +47,461+1.3% | 加碼 |
| Goldman Sachs Group Inc | 3,723,505 | $1.15 億 | 0.03% | +1,784,795+92.1% | 加碼 |
| Sessa Capital IM, L.P. | 3,709,521 | $1.15 億 | 6.97% | −154,000−4.0% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,616,580 | $1.12 億 | 0.36% | −125,800−3.4% | 減碼 |
| Samlyn Capital, LLC | 3,536,833 | $1.09 億 | 1.65% | +794,353+29.0% | 加碼 |
| FIL Ltd | 3,379,398 | $1.04 億 | 0.11% | −597,533−15.0% | 減碼 |
| Bank of New York Mellon Corp | 2,920,814 | $9,028 萬 | 0.02% | +409,966+16.3% | 加碼 |
| Select Equity Group, L.P. | 2,850,430 | $8,811 萬 | 0.29% | +2,850,430 | 新進 |
| Bank of America Corp | 2,765,871 | $8,549 萬 | 0.01% | +43,387+1.6% | 加碼 |
| Lord, Abbett & Co. LLC | 2,532,752 | $7,829 萬 | 0.21% | −101,063−3.8% | 減碼 |
| Northern Trust Corp | 2,431,269 | $7,515 萬 | 0.01% | −49,147−2.0% | 減碼 |
| Citadel Advisors LLC | 2,147,027 | $6,636 萬 | 0.08% | −504,918−19.0% | 減碼 |
| Charles Schwab Investment Management Inc | 2,112,719 | $6,531 萬 | 0.02% | +68,324+3.3% | 加碼 |
| GMT Capital Corp | 2,040,300 | $6,307 萬 | 3.96% | +339,900+20.0% | 加碼 |
| Legal & General Group Plc | 2,003,476 | $6,193 萬 | 0.02% | −15,085−0.7% | 減碼 |
| Morgan Stanley | 1,991,148 | $6,155 萬 | 0.01% | +453,290+29.5% | 加碼 |
| Voya Investment Management LLC | 1,942,467 | $6,004 萬 | 0.12% | +875,098+82.0% | 加碼 |
| Deutsche Bank AG | 1,832,624 | $5,665 萬 | 0.03% | +371,607+25.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,810,312 | $5,596 萬 | 0.13% | −123,874−6.4% | 減碼 |
| Millennium Management LLC | 1,759,770 | $5,439 萬 | 0.07% | +1,190,569+209.2% | 加碼 |
| Artemis Investment Management LLP | 1,586,261 | $4,896 萬 | 0.40% | −1,071,878−40.3% | 減碼 |
| Schonfeld Strategic Advisors LLC | 1,536,000 | $4,748 萬 | 0.53% | −387,930−20.2% | 減碼 |
| Assenagon Asset Management S.A. | 1,430,973 | $4,423 萬 | 0.14% | +1,430,973 | 新進 |
| Chilton Investment Co LLC | 1,329,252 | $4,109 萬 | 0.99% | +1,258,351+1,774.8% | 加碼 |
| Owl Creek Asset Management, L.P. | 1,294,032 | $4,000 萬 | 2.50% | −28,800−2.2% | 減碼 |
| Voloridge Investment Management, LLC | 1,239,998 | $3,833 萬 | 0.22% | +388,013+45.5% | 加碼 |
| Barclays PLC | 1,238,502 | $3,828 萬 | 0.03% | +1,238,502 | 新進 |
| UBS Asset Management Americas Inc | 1,232,122 | $3,808 萬 | 0.02% | −8,075−0.7% | 減碼 |
| Poplar Forest Capital LLC | 1,222,292 | $3,778 萬 | 3.93% | −35,894−2.9% | 減碼 |
| Parametric Portfolio Associates LLC | 1,157,816 | $3,579 萬 | 0.02% | +13,690+1.2% | 加碼 |
| Prana Capital Management, LP | 1,067,869 | $3,301 萬 | 2.63% | +266,970+33.3% | 加碼 |
| Alyeska Investment Group, L.P. | 1,012,721 | $3,130 萬 | 0.34% | −308,510−23.4% | 減碼 |
| Wedge Capital Management L L P | 1,005,748 | $3,109 萬 | 0.42% | −18,875−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 995,692 | $3,078 萬 | 0.02% | −314,690−24.0% | 減碼 |
| Gillson Capital LP | 968,805 | $2,995 萬 | 2.39% | −311,651−24.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 956,848 | $2,958 萬 | 0.04% | +160,410+20.1% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 924,986 | $2,859 萬 | 0.48% | −81,030−8.1% | 減碼 |
| Storebrand Asset Management AS | 904,556 | $2,796 萬 | 0.13% | +82,048+10.0% | 加碼 |
| Ameriprise Financial Inc | 867,513 | $2,680 萬 | 0.01% | −16,675−1.9% | 減碼 |
| Clough Capital Partners L P | 837,840 | $2,590 萬 | 1.98% | −396,460−32.1% | 減碼 |
| Soapstone Management L.P. | 825,000 | $2,550 萬 | 11.66% | −125,000−13.2% | 減碼 |
| Swedbank AB | 811,533 | $2,508 萬 | 0.05% | +3000.0% | 加碼 |
| Credit Suisse AG | 795,007 | $2,457 萬 | 0.02% | +63,342+8.7% | 加碼 |
| State of Wisconsin Investment Board | 782,198 | $2,418 萬 | 0.05% | −170,434−17.9% | 減碼 |
| California Public Employees Retirement System | 705,671 | $2,181 萬 | 0.02% | −55,872−7.3% | 減碼 |
| AQR Capital Management LLC | 639,877 | $1,978 萬 | 0.04% | +209,614+48.7% | 加碼 |
| California State Teachers Retirement System | 637,968 | $1,972 萬 | 0.03% | −48,274−7.0% | 減碼 |
| APG Asset Management N.V. | 671,110 | $1,864 萬 | 0.04% | −1,700−0.3% | 減碼 |
| Algebris (UK) Ltd | 596,988 | $1,845 萬 | 8.90% | −159,712−21.1% | 減碼 |
| Putnam Investments LLC | 576,029 | $1,781 萬 | 0.03% | +168,370+41.3% | 加碼 |
| Wells Fargo & Company | 537,706 | $1,662 萬 | 0.00% | +94,584+21.3% | 加碼 |
| Amundi | 521,751 | $1,610 萬 | 0.01% | −26,234−4.8% | 減碼 |
| State Board of Administration of Florida Retirement System | 512,734 | $1,585 萬 | 0.03% | −950−0.2% | 減碼 |
| Lazard Asset Management LLC | 506,725 | $1,566 萬 | 0.02% | +4,362+0.9% | 加碼 |
| Adage Capital Partners GP, L.L.C. | 500,000 | $1,546 萬 | 0.03% | +500,000 | 新進 |
| Steamboat Capital Partners, LLC | 499,210 | $1,543 萬 | 4.56% | −1,111−0.2% | 減碼 |
| Russell Investments Group, Ltd. | 479,785 | $1,488 萬 | 0.03% | −132,018−21.6% | 減碼 |
| New York State Common Retirement Fund | 477,888 | $1,477 萬 | 0.02% | −10,986−2.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 475,718 | $1,470 萬 | 0.07% | −8,605−1.8% | 減碼 |
| Bank of Nova Scotia | 465,149 | $1,438 萬 | 0.02% | +430,562+1,244.9% | 加碼 |
| Callodine Capital Management, LP | 461,250 | $1,426 萬 | 4.65% | +96,250+26.4% | 加碼 |
| Cubist Systematic Strategies, LLC | 436,367 | $1,349 萬 | 0.11% | +371,920+577.1% | 加碼 |
| Philadelphia Financial Management of San Francisco, LLC | 435,653 | $1,347 萬 | 4.33% | −103,804−19.2% | 減碼 |
| NFJ Investment Group, LLC | 428,791 | $1,325 萬 | 0.27% | −7,165−1.6% | 減碼 |
| Citigroup Inc | 411,909 | $1,273 萬 | 0.01% | +94,606+29.8% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 407,762 | $1,260 萬 | 0.05% | +22,867+5.9% | 加碼 |
| LSV Asset Management | 397,145 | $1,228 萬 | 0.02% | +102,945+35.0% | 加碼 |
| Point72 Asset Management, L.P. | 380,936 | $1,178 萬 | 0.05% | −7,528−1.9% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 372,032 | $1,150 萬 | 0.05% | −108,544−22.6% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 363,812 | $1,125 萬 | 0.03% | +184,100+102.4% | 加碼 |
| Community Trust & Investment Co | 347,118 | $1,073 萬 | 0.95% | −312−0.1% | 減碼 |
| Worldquant Millennium Advisors LLC | 338,591 | $1,047 萬 | 0.26% | +226,820+202.9% | 加碼 |
| Brandywine Global Investment Management, LLC | 334,796 | $1,035 萬 | 0.08% | −16,117−4.6% | 減碼 |
| BlueMar Capital Management, LLC | 319,917 | $988.9 萬 | 4.19% | −5,734−1.8% | 減碼 |
| Great West Life Assurance Co | 299,699 | $978.2 萬 | 0.02% | −7,120−2.3% | 減碼 |
| SEI Investments Co | 313,430 | $969.8 萬 | 0.02% | +2,271+0.7% | 加碼 |
| Interval Partners, LP | 309,679 | $957.2 萬 | 0.72% | −14,914−4.6% | 減碼 |
| Rhumbline Advisers | 309,504 | $956.7 萬 | 0.01% | +7,745+2.6% | 加碼 |
| Teacher Retirement System of Texas | 309,228 | $955.8 萬 | 0.05% | −11,170−3.5% | 減碼 |
| EJF Capital LLC | 307,024 | $949.0 萬 | 1.02% | +180,255+142.2% | 加碼 |