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 3 季 13F 持有人
Equitable Holdings, Inc. 在 2022/9/30 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
- 388
- 較 2022 年第 2 季 −3 家
- 持有股數
- 3.68 億
- 較 2022 年第 2 季 −82.3 萬 (−0.2%)
- 總市值
- $96.9 億
- 較 2022 年第 2 季 +$8,579 萬 (+0.9%)
- 新進機構
- 44
- 另有 154 家加碼
- 清倉機構
- 47
- 另有 141 家減碼
另有 4 家機構在 2022 年第 2 季持有、還沒有申報 2022 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 | 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 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,734,736 | $9.94 億 | 0.03% | −1,940,097−4.9% | 減碼 |
| Price T Rowe Associates Inc | 33,106,476 | $8.72 億 | 0.14% | −1,543,824−4.5% | 減碼 |
| BlackRock Inc. | 30,420,427 | $8.02 億 | 0.03% | −774,830−2.5% | 減碼 |
| Pzena Investment Management LLC | 22,868,511 | $6.03 億 | 2.99% | +720,979+3.3% | 加碼 |
| Norges Bank | 21,065,191 | $5.55 億 | 0.15% | −2,430,305−10.3% | 減碼 |
| Wellington Management Group LLP | 20,953,028 | $5.52 億 | 0.12% | +7,392,714+54.5% | 加碼 |
| Canada Pension Plan Investment Board | 18,167,887 | $4.79 億 | 0.81% | −75,135−0.4% | 減碼 |
| Invesco Ltd. | 11,628,292 | $3.06 億 | 0.10% | −72,408−0.6% | 減碼 |
| State Street Corp | 9,781,389 | $2.58 億 | 0.02% | +330,125+3.5% | 加碼 |
| Massachusetts Financial Services Co | 9,276,544 | $2.44 億 | 0.09% | +481,553+5.5% | 加碼 |
| Conifer Management, L.L.C. | 8,000,000 | $2.11 億 | 29.98% | 00.0% | 不變 |
| Sessa Capital IM, L.P. | 6,931,147 | $1.83 億 | 13.04% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 5,817,445 | $1.53 億 | 0.42% | −6,102−0.1% | 減碼 |
| Thornburg Investment Management Inc | 5,664,401 | $1.49 億 | 2.64% | 00.0% | 不變 |
| Geode Capital Management, LLC | 5,489,930 | $1.45 億 | 0.02% | +604,762+12.4% | 加碼 |
| Ci Investments Inc. | 5,000,394 | $1.32 億 | 0.68% | −593,505−10.6% | 減碼 |
| FMR LLC | 4,823,545 | $1.27 億 | 0.01% | −193,522−3.9% | 減碼 |
| Nuveen Asset Management, LLC | 4,730,016 | $1.25 億 | 0.05% | −1,661,858−26.0% | 減碼 |
| Dimensional Fund Advisors LP | 4,610,467 | $1.21 億 | 0.05% | −279,829−5.7% | 減碼 |
| Samlyn Capital, LLC | 4,393,359 | $1.16 億 | 2.21% | +517,783+13.4% | 加碼 |
| Neuberger Berman Group LLC | 3,917,357 | $1.03 億 | 0.11% | +766,449+24.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,511,154 | $9,252 萬 | 0.40% | −66,600−1.9% | 減碼 |
| Clearbridge Investments, LLC | 3,469,811 | $9,143 萬 | 0.09% | −9,900−0.3% | 減碼 |
| FIL Ltd | 3,248,137 | $8,559 萬 | 0.11% | −7,156−0.2% | 減碼 |
| Morgan Stanley | 3,120,800 | $8,223 萬 | 0.01% | −223,428−6.7% | 減碼 |
| Ensign Peak Advisors, Inc | 2,978,323 | $7,848 萬 | 0.19% | −1,065,827−26.4% | 減碼 |
| Northern Trust Corp | 2,817,325 | $7,424 萬 | 0.02% | +189,229+7.2% | 加碼 |
| Goldman Sachs Group Inc | 2,402,052 | $6,330 萬 | 0.02% | −1,031,213−30.0% | 減碼 |
| Deutsche Bank AG | 2,399,528 | $6,323 萬 | 0.04% | +1,603,033+201.3% | 加碼 |
| Charles Schwab Investment Management Inc | 2,050,916 | $5,404 萬 | 0.02% | +14,866+0.7% | 加碼 |
| Legal & General Group Plc | 2,040,424 | $5,377 萬 | 0.02% | −174,833−7.9% | 減碼 |
| Voya Investment Management LLC | 1,977,874 | $5,212 萬 | 0.06% | +341,524+20.9% | 加碼 |
| GMT Capital Corp | 1,882,000 | $4,959 萬 | 3.08% | −315,100−14.3% | 減碼 |
| Bank of America Corp | 1,865,871 | $4,917 萬 | 0.01% | −140,327−7.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,859,938 | $4,901 萬 | 0.07% | +1,859,938 | 新進 |
| Royal Bank of Canada | 1,734,267 | $4,570 萬 | 0.02% | +1,140,288+192.0% | 加碼 |
| Bank of New York Mellon Corp | 1,715,556 | $4,521 萬 | 0.01% | +437,502+34.2% | 加碼 |
| Schroder Investment Management Group | 1,627,987 | $4,290 萬 | 0.07% | +1,559,744+2,285.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,402,947 | $3,697 萬 | 0.12% | −212,988−13.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,345,182 | $3,545 萬 | 0.02% | +120,184+9.8% | 加碼 |
| Artemis Investment Management LLP | 1,306,202 | $3,442 萬 | 0.39% | +1,528+0.1% | 加碼 |
| Credit Suisse AG | 1,287,945 | $3,394 萬 | 0.04% | +353,243+37.8% | 加碼 |
| Panagora Asset Management Inc | 1,274,107 | $3,357 萬 | 0.23% | +1,189,532+1,406.5% | 加碼 |
| Poplar Forest Capital LLC | 1,271,809 | $3,351 萬 | 4.27% | +873+0.1% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,155,415 | $3,045 萬 | 1.85% | +1,097,586+1,898.0% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,083,154 | $2,854 萬 | 0.02% | −4,542−0.4% | 減碼 |
| Barclays PLC | 1,059,991 | $2,793 萬 | 0.03% | +17,438+1.7% | 加碼 |
| Ameriprise Financial Inc | 1,019,847 | $2,689 萬 | 0.01% | +26,172+2.6% | 加碼 |
| Wedge Capital Management L L P | 1,001,852 | $2,640 萬 | 0.45% | −22,782−2.2% | 減碼 |
| STRS Ohio | 1,000,309 | $2,636 萬 | 0.13% | +397,654+66.0% | 加碼 |
| Point72 Asset Management, L.P. | 937,461 | $2,470 萬 | 0.11% | −298,700−24.2% | 減碼 |
| Schonfeld Strategic Advisors LLC | 923,899 | $2,435 萬 | 0.20% | −250,971−21.4% | 減碼 |
| Swedbank AB | 918,963 | $2,421 萬 | 0.06% | +107,430+13.2% | 加碼 |
| Russell Investments Group, Ltd. | 898,623 | $2,369 萬 | 0.05% | +371,494+70.5% | 加碼 |
| California Public Employees Retirement System | 894,307 | $2,357 萬 | 0.02% | +214,219+31.5% | 加碼 |
| Storebrand Asset Management AS | 891,986 | $2,350 萬 | 0.14% | −34,750−3.7% | 減碼 |
| Amundi | 782,881 | $2,271 萬 | 0.01% | +295,857+60.7% | 加碼 |
| Soapstone Management L.P. | 800,000 | $2,108 萬 | 8.48% | +50,000+6.7% | 加碼 |
| Gillson Capital LP | 730,701 | $1,925 萬 | 1.77% | −638,888−46.6% | 減碼 |
| APG Asset Management N.V. | 670,910 | $1,805 萬 | 0.05% | +800+0.1% | 加碼 |
| Algebris (UK) Ltd | 652,189 | $1,702 萬 | 7.64% | −161,559−19.9% | 減碼 |
| LSV Asset Management | 645,777 | $1,702 萬 | 0.04% | +284,522+78.8% | 加碼 |
| California State Teachers Retirement System | 643,215 | $1,695 萬 | 0.03% | −24,765−3.7% | 減碼 |
| State of Wisconsin Investment Board | 640,972 | $1,689 萬 | 0.05% | −53,681−7.7% | 減碼 |
| Alyeska Investment Group, L.P. | 639,046 | $1,684 萬 | 0.20% | −223,544−25.9% | 減碼 |
| AQR Capital Management LLC | 623,548 | $1,643 萬 | 0.04% | −309,505−33.2% | 減碼 |
| Allspring Global Investments Holdings, LLC | 610,271 | $1,608 萬 | 0.03% | +601,767+7,076.3% | 加碼 |
| Wells Fargo & Company | 589,083 | $1,552 萬 | 0.01% | +214,646+57.3% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 587,507 | $1,548 萬 | 0.29% | −175,442−23.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 582,269 | $1,534 萬 | 0.04% | −1,743−0.3% | 減碼 |
| Putnam Investments LLC | 557,674 | $1,470 萬 | 0.03% | +317+0.1% | 加碼 |
| Citadel Advisors LLC | 536,069 | $1,413 萬 | 0.02% | −317,282−37.2% | 減碼 |
| Callodine Capital Management, LP | 533,920 | $1,407 萬 | 4.43% | +44,990+9.2% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 530,833 | $1,399 萬 | 0.11% | +412,786+349.7% | 加碼 |
| New York State Common Retirement Fund | 527,424 | $1,390 萬 | 0.02% | +42,567+8.8% | 加碼 |
| Interval Partners, LP | 506,558 | $1,335 萬 | 0.79% | +200,672+65.6% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 502,868 | $1,325 萬 | 0.08% | +28,106+5.9% | 加碼 |
| State Board of Administration of Florida Retirement System | 460,980 | $1,215 萬 | 0.03% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 453,112 | $1,194 萬 | 0.05% | +231,429+104.4% | 加碼 |
| Renaissance Technologies LLC | 450,500 | $1,187 萬 | 0.02% | +143,500+46.7% | 加碼 |
| First Trust Advisors LP | 427,094 | $1,125 萬 | 0.01% | +400,787+1,523.5% | 加碼 |
| SEI Investments Co | 420,541 | $1,108 萬 | 0.02% | +16,251+4.0% | 加碼 |
| Marshall Wace, LLP | 415,610 | $1,095 萬 | 0.03% | +415,610 | 新進 |
| Rhumbline Advisers | 394,881 | $1,041 萬 | 0.02% | +9,340+2.4% | 加碼 |
| Aviva PLC | 392,431 | $1,034 萬 | 0.06% | +68,523+21.2% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 380,531 | $1,003 萬 | 0.03% | −1,311−0.3% | 減碼 |
| Prana Capital Management, LP | 365,500 | $963.1 萬 | 0.66% | +84,461+30.1% | 加碼 |
| Community Trust & Investment Co | 340,173 | $896.4 萬 | 0.86% | −4,384−1.3% | 減碼 |
| Lord, Abbett & Co. LLC | 339,150 | $893.7 萬 | 0.03% | −1,772,262−83.9% | 減碼 |
| Envestnet Asset Management Inc | 332,523 | $876.2 萬 | 0.01% | +195,027+141.8% | 加碼 |
| Great West Life Assurance Co | 329,154 | $866.0 萬 | 0.02% | +22,246+7.2% | 加碼 |
| Brandywine Global Investment Management, LLC | 318,562 | $839.4 萬 | 0.08% | −26,110−7.6% | 減碼 |
| BlueMar Capital Management, LLC | 310,346 | $817.8 萬 | 6.02% | 00.0% | 不變 |
| Philadelphia Financial Management of San Francisco, LLC | 284,515 | $749.7 萬 | 2.61% | −291,370−50.6% | 減碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 279,046 | $735.3 萬 | 0.14% | 00.0% | 不變 |
| Raymond James & Associates | 266,751 | $702.9 萬 | 0.01% | +5,774+2.2% | 加碼 |
| Korea Investment CORP | 260,573 | $686.6 萬 | 0.02% | −27,632−9.6% | 減碼 |
| Teacher Retirement System of Texas | 258,024 | $679.9 萬 | 0.05% | −36,536−12.4% | 減碼 |
| Oppenheimer Asset Management Inc. | 255,461 | $673.1 萬 | 0.12% | −5,280−2.0% | 減碼 |
| Millennium Management LLC | 252,793 | $666.1 萬 | 0.01% | −1,316,979−83.9% | 減碼 |