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 |
|---|---|---|---|---|---|
| Wolff Wiese Magana LLC | 10 | $0 | 0.00% | −268−96.4% | 減碼 |
| Atticus Wealth Management, LLC | 19 | $0 | 0.00% | 00.0% | 不變 |
| Global Financial Private Client, LLC | 33 | $902 | 0.00% | 00.0% | 不變 |
| Coston, McIsaac & Partners | 70 | $1,000 | 0.00% | 00.0% | 不變 |
| HM Payson & Co | 44 | $1,000 | 0.00% | 00.0% | 不變 |
| Thompson Siegel & Walmsley LLC | 24 | $1,000 | 0.00% | −2−7.7% | 減碼 |
| Focused Wealth Management, Inc | 50 | $1,000 | 0.00% | 00.0% | 不變 |
| First Horizon Advisors, Inc. | 46 | $1,000 | 0.00% | 00.0% | 不變 |
| Investors Research Corp | 42 | $1,000 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 52 | $1,000 | 0.00% | +52 | 新進 |
| First Financial Corp | 21 | $1,000 | 0.00% | +21 | 新進 |
| Massmutual Trust Co FSB | 55 | $1,000 | 0.00% | +55 | 新進 |
| HWG Holdings LP | 19 | $1,000 | 0.00% | +19 | 新進 |
| SJS Investment Consulting Inc. | 46 | $1,000 | 0.00% | +46 | 新進 |
| Central Trust Co | 71 | $2,000 | 0.00% | 00.0% | 不變 |
| Harbour Investments, Inc. | 58 | $2,000 | 0.00% | 00.0% | 不變 |
| BerganKDV Wealth Management, LLC | 68 | $2,000 | 0.00% | 00.0% | 不變 |
| Disciplined Investments, LLC | 70 | $2,000 | 0.00% | −9−11.4% | 減碼 |
| Capital Advisors, Ltd. LLC | 71 | $2,000 | 0.00% | +48+208.7% | 加碼 |
| CVA Family Office, LLC | 75 | $2,000 | 0.00% | +65+650.0% | 加碼 |
| Addison Advisors LLC | 72 | $2,000 | 0.00% | +64+800.0% | 加碼 |
| Loomis Sayles & Co L P | 63 | $2,000 | 0.00% | +63 | 新進 |
| Coastal Investment Advisors, Inc. | 100 | $3,000 | 0.00% | +100 | 新進 |
| Lee Financial Co | 151 | $4,000 | 0.00% | 00.0% | 不變 |
| Oliver Lagore Vanvalin Investment Group | 188 | $5,000 | 0.00% | +188 | 新進 |
| JFS Wealth Advisors, LLC | 231 | $6,000 | 0.00% | −161−41.1% | 減碼 |
| Parkside Financial Bank & Trust | 237 | $6,000 | 0.00% | −48−16.8% | 減碼 |
| Harbor Investment Advisory, LLC | 235 | $6,000 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 233 | $6,000 | 0.00% | 00.0% | 不變 |
| RWM Asset Management, LLC | 220 | $6,000 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 213 | $6,000 | 0.00% | −32−13.1% | 減碼 |
| Schubert & Co | 219 | $6,000 | 0.01% | +98+81.0% | 加碼 |
| Simplex Trading, LLC | 265 | $6,000 | 0.00% | +265 | 新進 |
| Glassman Wealth Services | 263 | $7,000 | 0.00% | +65+32.8% | 加碼 |
| Earnest Partners LLC | 316 | $8,000 | 0.00% | 00.0% | 不變 |
| Meeder Asset Management Inc | 320 | $8,000 | 0.00% | +56+21.2% | 加碼 |
| FinTrust Capital Advisors, LLC | 278 | $8,000 | 0.00% | +278 | 新進 |
| TCI Wealth Advisors, Inc. | 390 | $1.00 萬 | 0.00% | +21+5.7% | 加碼 |
| Hexagon Capital Partners LLC | 370 | $1.00 萬 | 0.00% | +370 | 新進 |
| Evoke Wealth, LLC | 432 | $1.10 萬 | 0.00% | −111−20.4% | 減碼 |
| Institutional & Family Asset Management, LLC | 411 | $1.10 萬 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 451 | $1.10 萬 | 0.00% | +27+6.4% | 加碼 |
| Crewe Advisors LLC | 410 | $1.10 萬 | 0.00% | +117+39.9% | 加碼 |
| Achmea Investment Management B.V. | 463 | $1.20 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 461 | $1.20 萬 | 0.00% | +26+6.0% | 加碼 |
| Steward Partners Investment Advisory, LLC | 448 | $1.20 萬 | 0.00% | +56+14.3% | 加碼 |
| Riverview Trust Co | 485 | $1.30 萬 | 0.01% | +485 | 新進 |
| Whittier Trust Co of Nevada Inc | 546 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| Allworth Financial LP | 573 | $1.50 萬 | 0.00% | −83−12.7% | 減碼 |
| Ronald Blue Trust, Inc. | 587 | $1.50 萬 | 0.00% | +132+29.0% | 加碼 |
| Trust Co of Vermont | 624 | $1.60 萬 | 0.00% | +624 | 新進 |
| Whittier Trust Co | 652 | $1.70 萬 | 0.00% | −36−5.2% | 減碼 |
| Lindbrook Capital, LLC | 695 | $1.80 萬 | 0.00% | +131+23.2% | 加碼 |
| Umb Bank N A | 772 | $2.00 萬 | 0.00% | 00.0% | 不變 |
| Northwestern Mutual Wealth Management Co | 780 | $2.10 萬 | 0.00% | +149+23.6% | 加碼 |
| DB Wealth Management Group, LLC | 845 | $2.20 萬 | 0.02% | 00.0% | 不變 |
| Larson Financial Group LLC | 992 | $2.60 萬 | 0.00% | +6+0.6% | 加碼 |
| Harvest Fund Management Co., Ltd | 1,023 | $2.70 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,021 | $2.70 萬 | 0.00% | +10+1.0% | 加碼 |
| Global Retirement Partners, LLC | 883 | $2.70 萬 | 0.00% | +74+9.1% | 加碼 |
| Washington Trust Advisors, Inc. | 1,044 | $2.80 萬 | 0.00% | 00.0% | 不變 |
| Tower Research Capital LLC (TRC) | 1,210 | $3.20 萬 | 0.00% | −4,184−77.6% | 減碼 |
| National Bank of Canada | 1,416 | $3.70 萬 | 0.00% | −43,313−96.8% | 減碼 |
| CWM, LLC | 1,501 | $4.00 萬 | 0.00% | +343+29.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,588 | $4.30 萬 | 0.01% | +710+80.9% | 加碼 |
| American Portfolios Advisors | 1,807 | $4.76 萬 | 0.00% | +376+26.3% | 加碼 |
| Deseret Mutual Benefit Administrators | 2,104 | $5.50 萬 | 0.02% | −244−10.4% | 減碼 |
| IFP Advisors, Inc | 1,961 | $5.70 萬 | 0.00% | +323+19.7% | 加碼 |
| Quent Capital, LLC | 2,699 | $7.10 萬 | 0.01% | +95+3.6% | 加碼 |
| Parallel Advisors, LLC | 2,738 | $7.20 萬 | 0.00% | +1,432+109.6% | 加碼 |
| Bessemer Group Inc | 2,771 | $7.30 萬 | 0.00% | 00.0% | 不變 |
| Glen Eagle Advisors, LLC | 3,227 | $8.50 萬 | 0.02% | +118+3.8% | 加碼 |
| Ellevest, Inc. | 3,262 | $8.60 萬 | 0.01% | −2,879−46.9% | 減碼 |
| Fifth Third Bancorp | 3,334 | $8.80 萬 | 0.00% | +1,591+91.3% | 加碼 |
| Ossiam | 3,683 | $9.70 萬 | 0.00% | +3,683 | 新進 |
| American International Group, Inc. | 3,925 | $10.3 萬 | 0.00% | −82−2.0% | 減碼 |
| AIA Group Ltd | 4,109 | $10.8 萬 | 0.01% | −2,531−38.1% | 減碼 |
| Seeyond | 4,129 | $10.8 萬 | 0.01% | −224−5.1% | 減碼 |
| Banque Cantonale Vaudoise | 4,100 | $10.8 萬 | 0.01% | 00.0% | 不變 |
| Itau Unibanco Holding S.A. | 4,124 | $10.9 萬 | 0.00% | +217+5.6% | 加碼 |
| Twin Tree Management, LP | 5,293 | $13.9 萬 | 0.00% | −44,411−89.4% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 5,680 | $15.0 萬 | 0.05% | +5,680 | 新進 |
| State of Wyoming | 6,303 | $16.6 萬 | 0.08% | +1,533+32.1% | 加碼 |
| Van Eck Associates Corp | 6,502 | $17.1 萬 | 0.00% | +683+11.7% | 加碼 |
| Wipfli Financial Advisors LLC, | 6,543 | $17.2 萬 | 0.01% | +6,543 | 新進 |
| Federation des caisses Desjardins du Quebec | 7,358 | $19.4 萬 | 0.00% | +6,169+518.8% | 加碼 |
| First National Advisers, LLC | 7,634 | $20.1 萬 | 0.30% | +7,634 | 新進 |
| MetLife Investment Management | 7,696 | $20.3 萬 | 0.00% | −371−4.6% | 減碼 |
| Capula Management Ltd | 7,760 | $20.4 萬 | 0.03% | +7,760 | 新進 |
| Pacific Global Investment Management CO | 7,865 | $20.7 萬 | 0.05% | −420−5.1% | 減碼 |
| Engineers Gate Manager LP | 7,935 | $20.9 萬 | 0.01% | −35,666−81.8% | 減碼 |
| PGGM Investments | 8,063 | $21.2 萬 | 0.00% | +8,063 | 新進 |
| Forum Financial Management, LP | 8,227 | $21.7 萬 | 0.01% | −1,956−19.2% | 減碼 |
| Bank of Nova Scotia | 8,282 | $21.8 萬 | 0.00% | −62,118−88.2% | 減碼 |
| Yousif Capital Management, LLC | 8,281 | $21.8 萬 | 0.00% | −1,410−14.5% | 減碼 |
| MML Investors Services, LLC | 8,359 | $22.0 萬 | 0.00% | +8,359 | 新進 |
| Chilton Investment Co LLC | 8,600 | $22.7 萬 | 0.01% | −349,720−97.6% | 減碼 |
| Prudential PLC | 8,717 | $23.0 萬 | 0.00% | +296+3.5% | 加碼 |
| Veriti Management LLC | 8,763 | $23.1 萬 | 0.03% | −117−1.3% | 減碼 |
| Pitcairn Co | 8,785 | $23.1 萬 | 0.03% | +853+10.8% | 加碼 |