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 |
|---|---|---|---|---|---|
| CVA Family Office, LLC | 10 | $0 | 0.00% | +10 | 新進 |
| SJS Investment Consulting Inc. | 12 | $0 | 0.00% | +12 | 新進 |
| Dixon Hughes Goodman Wealth Advisors LLC | 1 | $0 | 0.00% | +1 | 新進 |
| Thompson Siegel & Walmsley LLC | 26 | $1,000 | 0.00% | −2,872−99.1% | 減碼 |
| Albion Financial Group | 21 | $1,000 | 0.00% | −21−50.0% | 減碼 |
| Investors Research Corp | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Geneos Wealth Management Inc. | 35 | $1,000 | 0.00% | 00.0% | 不變 |
| Addison Advisors LLC | 47 | $1,000 | 0.00% | +9+23.7% | 加碼 |
| Prospera Financial Services Inc | 19 | $1,000 | 0.00% | +19 | 新進 |
| Atticus Wealth Management, LLC | 19 | $1,000 | 0.00% | +19 | 新進 |
| TCWP LLC | 45 | $1,000 | 0.00% | +45 | 新進 |
| Global Financial Private Client, LLC | 33 | $1,018 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 62 | $2,000 | 0.00% | −60−49.2% | 減碼 |
| Central Trust Co | 71 | $2,000 | 0.00% | 00.0% | 不變 |
| Focused Wealth Management, Inc | 50 | $2,000 | 0.00% | +1+2.0% | 加碼 |
| BerganKDV Wealth Management, LLC | 68 | $2,000 | 0.00% | 00.0% | 不變 |
| Schubert & Co | 55 | $2,000 | 0.00% | +11+25.0% | 加碼 |
| Creative Financial Designs Inc | 66 | $2,000 | 0.00% | +66 | 新進 |
| Disciplined Investments, LLC | 68 | $2,000 | 0.00% | +68 | 新進 |
| Concord Wealth Partners | 50 | $2,000 | 0.00% | +50 | 新進 |
| Spire Wealth Management | 100 | $3,000 | 0.00% | −399−80.0% | 減碼 |
| Fifth Third Bancorp | 102 | $3,000 | 0.00% | −309−75.2% | 減碼 |
| Rock Creek Group, LP | 128 | $4,000 | 0.00% | +128 | 新進 |
| Cordant, Inc. | 135 | $4,000 | 0.00% | +135 | 新進 |
| Beaird Harris Wealth Management, LLC | 125 | $4,000 | 0.00% | +125 | 新進 |
| Patriot Financial Group Insurance Agency, LLC | 195 | $6,000 | 0.00% | −4−2.0% | 減碼 |
| Glassman Wealth Services | 219 | $7,000 | 0.00% | −60−21.5% | 減碼 |
| Harbor Investment Advisory, LLC | 235 | $7,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 242 | $7,000 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 215 | $7,000 | 0.00% | +122+131.2% | 加碼 |
| Lindbrook Capital, LLC | 297 | $9,000 | 0.00% | −12−3.9% | 減碼 |
| Wolff Wiese Magana LLC | 278 | $9,000 | 0.01% | −13−4.5% | 減碼 |
| Fortitude Advisory Group L.L.C. | 299 | $9,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 289 | $9,000 | 0.00% | +44+18.0% | 加碼 |
| Smith Group Asset Management, LLC | 308 | $1.00 萬 | 0.00% | −17−5.2% | 減碼 |
| Earnest Partners LLC | 316 | $1.00 萬 | 0.00% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 392 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Lake Point Wealth Management | 400 | $1.20 萬 | 0.01% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 392 | $1.20 萬 | 0.00% | +28+7.7% | 加碼 |
| Northwestern Mutual Wealth Management Co | 423 | $1.30 萬 | 0.00% | −18−4.1% | 減碼 |
| Institutional & Family Asset Management, LLC | 411 | $1.30 萬 | 0.00% | −5−1.2% | 減碼 |
| TCI Wealth Advisors, Inc. | 407 | $1.30 萬 | 0.00% | +4+1.0% | 加碼 |
| Covestor Ltd | 429 | $1.30 萬 | 0.01% | +185+75.8% | 加碼 |
| AdvisorNet Financial, Inc | 429 | $1.30 萬 | 0.00% | +429 | 新進 |
| Meeder Asset Management Inc | 446 | $1.40 萬 | 0.00% | −41−8.4% | 減碼 |
| Simplex Trading, LLC | 525 | $1.60 萬 | 0.00% | −14,976−96.6% | 減碼 |
| Whittier Trust Co of Nevada Inc | 552 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Evoke Wealth, LLC | 578 | $1.80 萬 | 0.00% | 00.0% | 不變 |
| Whittier Trust Co | 668 | $2.10 萬 | 0.00% | +198+42.1% | 加碼 |
| Global Retirement Partners, LLC | 809 | $2.30 萬 | 0.00% | +809 | 新進 |
| Umb Bank N A | 772 | $2.40 萬 | 0.00% | 00.0% | 不變 |
| Riverview Trust Co | 813 | $2.50 萬 | 0.02% | +813 | 新進 |
| EverSource Wealth Advisors, LLC | 833 | $2.60 萬 | 0.01% | 00.0% | 不變 |
| DB Wealth Management Group, LLC | 845 | $2.60 萬 | 0.02% | +845 | 新進 |
| Allworth Financial LP | 897 | $2.80 萬 | 0.00% | +886+8,054.5% | 加碼 |
| Larson Financial Group LLC | 979 | $3.00 萬 | 0.00% | +6+0.6% | 加碼 |
| Parallel Advisors, LLC | 987 | $3.10 萬 | 0.00% | −65−6.2% | 減碼 |
| Harvest Fund Management Co., Ltd | 1,023 | $3.10 萬 | 0.01% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 1,044 | $3.20 萬 | 0.00% | −164−13.6% | 減碼 |
| American Portfolios Advisors | 1,291 | $3.99 萬 | 0.00% | −90−6.5% | 減碼 |
| Selective Wealth Management, Inc. | 1,500 | $4.60 萬 | 0.02% | +1,500 | 新進 |
| CWM, LLC | 1,744 | $5.40 萬 | 0.00% | +985+129.8% | 加碼 |
| IFP Advisors, Inc | 2,358 | $6.80 萬 | 0.00% | +1,663+239.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,348 | $7.30 萬 | 0.01% | −465−16.5% | 減碼 |
| Quent Capital, LLC | 2,399 | $7.40 萬 | 0.01% | +584+32.2% | 加碼 |
| Quadrant Capital Group LLC | 2,421 | $7.50 萬 | 0.01% | −55−2.2% | 減碼 |
| Bessemer Group Inc | 2,771 | $8.60 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 3,109 | $9.61 萬 | 0.03% | +3,050+5,169.5% | 加碼 |
| American International Group, Inc. | 3,665 | $11.3 萬 | 0.00% | −229−5.9% | 減碼 |
| Seeyond | 4,441 | $13.7 萬 | 0.01% | −88−1.9% | 減碼 |
| Van Eck Associates Corp | 4,804 | $14.8 萬 | 0.00% | +1,484+44.7% | 加碼 |
| AIA Group Ltd | 4,931 | $15.2 萬 | 0.01% | +1,216+32.7% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,993 | $15.4 萬 | 0.01% | +4,993 | 新進 |
| Twin Tree Management, LP | 5,041 | $15.6 萬 | 0.00% | +5,017+20,904.2% | 加碼 |
| Banque Cantonale Vaudoise | 5,300 | $16.4 萬 | 0.01% | 00.0% | 不變 |
| Captrust Financial Advisors | 5,856 | $18.1 萬 | 0.00% | +1,355+30.1% | 加碼 |
| Vestcor Inc | 5,994 | $18.5 萬 | 0.01% | +1,186+24.7% | 加碼 |
| MetLife Investment Management | 7,004 | $21.6 萬 | 0.00% | +7,004 | 新進 |
| MML Investors Services, LLC | 7,100 | $21.9 萬 | 0.00% | −346−4.6% | 減碼 |
| Assetmark, Inc | 7,172 | $22.2 萬 | 0.00% | +4,746+195.6% | 加碼 |
| Pitcairn Co | 7,423 | $22.9 萬 | 0.02% | −983−11.7% | 減碼 |
| CIBC World Markets Inc. | 7,475 | $23.1 萬 | 0.00% | −654−8.0% | 減碼 |
| Banco Santander, S.A. | 7,574 | $23.4 萬 | 0.00% | +7,574 | 新進 |
| Balentine LLC | 7,618 | $23.5 萬 | 0.01% | +7,618 | 新進 |
| Nomura Holdings Inc | 7,725 | $23.8 萬 | 0.00% | −42,458−84.6% | 減碼 |
| Symmetry Partners, LLC | 7,819 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| Interchange Capital Partners, LLC | 8,162 | $25.2 萬 | 0.26% | −52−0.6% | 減碼 |
| Ellevest, Inc. | 8,154 | $25.2 萬 | 0.02% | +279+3.5% | 加碼 |
| Teza Capital Management LLC | 8,151 | $25.2 萬 | 0.09% | +8,151 | 新進 |
| Toroso Investments, LLC | 8,194 | $25.3 萬 | 0.01% | +1,128+16.0% | 加碼 |
| Veriti Management LLC | 8,247 | $25.5 萬 | 0.03% | −252−3.0% | 減碼 |
| Intersect Capital LLC | 8,505 | $26.3 萬 | 0.05% | +665+8.5% | 加碼 |
| Prudential PLC | 8,610 | $26.6 萬 | 0.00% | +8,610 | 新進 |
| Virtu Financial LLC | 8,742 | $27.0 萬 | 0.02% | +8,742 | 新進 |
| The PNC Financial Services Group, Inc. | 8,807 | $27.3 萬 | 0.00% | −39−0.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 8,874 | $27.4 萬 | 0.02% | +8,874 | 新進 |
| Stephens Inc | 9,078 | $28.1 萬 | 0.00% | −771−7.8% | 減碼 |
| We Are One Seven, LLC | 9,144 | $28.3 萬 | 0.03% | +9,144 | 新進 |
| Private Advisor Group, LLC | 9,261 | $28.7 萬 | 0.00% | +2,405+35.1% | 加碼 |
| Integrated Wealth Concepts LLC | 9,702 | $30.0 萬 | 0.01% | −635−6.1% | 減碼 |