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 |
|---|---|---|---|---|---|
| Park Avenue Securities LLC | 8,753 | $23.1 萬 | 0.00% | +8,753 | 新進 |
| Vestcor Inc | 8,982 | $23.7 萬 | 0.01% | −84−0.9% | 減碼 |
| Echo Street Capital Management LLC | 9,048 | $23.8 萬 | 0.00% | +9,048 | 新進 |
| Corient Capital Partners, LLC | 9,267 | $24.2 萬 | 0.02% | 00.0% | 不變 |
| 44 Wealth Management LLC | 9,610 | $25.3 萬 | 0.10% | −52−0.5% | 減碼 |
| Boothbay Fund Management, LLC | 9,679 | $25.5 萬 | 0.01% | −846−8.0% | 減碼 |
| Integrated Wealth Concepts LLC | 9,712 | $25.6 萬 | 0.01% | −39−0.4% | 減碼 |
| Symmetry Partners, LLC | 9,746 | $25.7 萬 | 0.02% | +1,927+24.6% | 加碼 |
| Ellsworth Advisors, LLC | 9,876 | $26.0 萬 | 0.11% | +873+9.7% | 加碼 |
| Mackenzie Financial Corp | 10,209 | $26.9 萬 | 0.00% | +10,209 | 新進 |
| Baird Financial Group, Inc. | 10,248 | $27.0 萬 | 0.00% | +10,248 | 新進 |
| Verdence Capital Advisors LLC | 10,367 | $27.3 萬 | 0.04% | −2,808−21.3% | 減碼 |
| Banque Pictet & Cie SA | 10,452 | $27.5 萬 | 0.00% | −6,725−39.2% | 減碼 |
| Alps Advisors Inc | 10,588 | $27.9 萬 | 0.00% | +10,588 | 新進 |
| Private Advisor Group, LLC | 10,719 | $28.2 萬 | 0.00% | −8,755−45.0% | 減碼 |
| Toroso Investments, LLC | 10,708 | $28.2 萬 | 0.01% | +2,185+25.6% | 加碼 |
| Allstate Corp | 10,897 | $28.7 萬 | 0.01% | −3,602−24.8% | 減碼 |
| Aquatic Capital Management LLC | 11,000 | $29.0 萬 | 0.03% | +11,000 | 新進 |
| US Bancorp | 11,286 | $29.7 萬 | 0.00% | +556+5.2% | 加碼 |
| Rothschild Investment Corp | 11,425 | $30.1 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 11,536 | $30.4 萬 | 0.00% | −11,478−49.9% | 減碼 |
| Raymond James Trust N.A. | 11,531 | $30.4 萬 | 0.01% | −575−4.7% | 減碼 |
| Arden Trust Co | 11,762 | $31.0 萬 | 0.08% | +307+2.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 11,936 | $31.5 萬 | 0.00% | −746−5.9% | 減碼 |
| Signaturefd, LLC | 12,917 | $34.0 萬 | 0.01% | +751+6.2% | 加碼 |
| Glenmede Trust Co NA | 13,018 | $34.2 萬 | 0.00% | −634−4.6% | 減碼 |
| CTC Capital Management, LLC | 13,200 | $34.8 萬 | 0.29% | +13,200 | 新進 |
| Kestra Advisory Services, LLC | 13,361 | $35.2 萬 | 0.00% | −6,712−33.4% | 減碼 |
| Advisor Group Holdings, Inc. | 13,806 | $36.5 萬 | 0.00% | +1,668+13.7% | 加碼 |
| Mariner, LLC | 13,961 | $36.8 萬 | 0.00% | +2,089+17.6% | 加碼 |
| Gotham Asset Management, LLC | 13,996 | $36.9 萬 | 0.01% | +1,788+14.6% | 加碼 |
| M&T Bank Corp | 14,184 | $37.2 萬 | 0.00% | +514+3.8% | 加碼 |
| Ethic Inc. | 15,125 | $39.9 萬 | 0.03% | −1,618−9.7% | 減碼 |
| CSS LLC | 15,500 | $40.8 萬 | 0.02% | +5,000+47.6% | 加碼 |
| Stephens Inc | 16,260 | $42.8 萬 | 0.01% | +842+5.5% | 加碼 |
| Equitable Holdings, Inc. | 16,586 | $43.7 萬 | 0.01% | +868+5.5% | 加碼 |
| Brown Advisory Inc | 16,865 | $44.4 萬 | 0.00% | +1,630+10.7% | 加碼 |
| Ritholtz Wealth Management | 17,017 | $44.8 萬 | 0.02% | +8,087+90.6% | 加碼 |
| Prudential Financial Inc | 16,853 | $45.1 萬 | 0.00% | −110,826−86.8% | 減碼 |
| Epoch Investment Partners, Inc. | 17,098 | $45.1 萬 | 0.00% | −1,114−6.1% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 17,300 | $45.6 萬 | 0.00% | +17,300 | 新進 |
| Meiji Yasuda Life Insurance Co | 17,590 | $46.3 萬 | 0.01% | +8,083+85.0% | 加碼 |
| First Republic Investment Management, Inc. | 17,614 | $46.4 萬 | 0.00% | −6,271−26.3% | 減碼 |
| State of Michigan Retirement System | 17,786 | $46.9 萬 | 0.00% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 17,900 | $47.2 萬 | 0.02% | −3,100−14.8% | 減碼 |
| Shell Asset Management Co | 18,046 | $47.6 萬 | 0.02% | −1,374−7.1% | 減碼 |
| TD Private Client Wealth LLC | 18,445 | $48.6 萬 | 0.02% | +491+2.7% | 加碼 |
| MAI Capital Management | 18,608 | $49.0 萬 | 0.01% | +18,608 | 新進 |
| CIBC Asset Management Inc | 18,799 | $49.5 萬 | 0.00% | +52+0.3% | 加碼 |
| Swiss Life Asset Management Ltd | 19,440 | $51.2 萬 | 0.01% | −1,187−5.8% | 減碼 |
| Greenleaf Trust | 19,613 | $51.7 萬 | 0.01% | +632+3.3% | 加碼 |
| Daiwa Securities Group Inc. | 20,093 | $52.9 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 20,123 | $53.0 萬 | 0.08% | +1,006+5.3% | 加碼 |
| Versor Investments LP | 20,251 | $53.4 萬 | 0.03% | +20,251 | 新進 |
| M Holdings Securities, Inc. | 20,869 | $55.0 萬 | 0.06% | +250+1.2% | 加碼 |
| Icon Advisers Inc | 21,600 | $56.9 萬 | 0.16% | −11,000−33.7% | 減碼 |
| AdvisorNet Financial, Inc | 22,188 | $58.5 萬 | 0.06% | +2,161+10.8% | 加碼 |
| Guggenheim Capital LLC | 23,028 | $60.7 萬 | 0.01% | +1,249+5.7% | 加碼 |
| ProShare Advisors LLC | 23,442 | $61.8 萬 | 0.00% | −1,652−6.6% | 減碼 |
| Integrated Advisors Network LLC | 23,925 | $63.0 萬 | 0.04% | +552+2.4% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $63.3 萬 | 0.01% | +238+1.0% | 加碼 |
| Assetmark, Inc | 24,075 | $63.4 萬 | 0.00% | +8,617+55.7% | 加碼 |
| Ontario Teachers Pension Plan Board | 24,316 | $64.1 萬 | 0.01% | +8,866+57.4% | 加碼 |
| Gsa Capital Partners LLP | 24,349 | $64.2 萬 | 0.09% | −13,027−34.9% | 減碼 |
| Weiss Asset Management LP | 26,575 | $70.0 萬 | 0.02% | +26,575 | 新進 |
| Intech Investment Management LLC | 27,143 | $71.5 萬 | 0.01% | −939−3.3% | 減碼 |
| Weiss Multi-Strategy Advisers LLC | 28,069 | $74.0 萬 | 0.02% | +28,069 | 新進 |
| Elo Mutual Pension Insurance Co | 28,616 | $75.4 萬 | 0.03% | −2,091−6.8% | 減碼 |
| Walleye Trading LLC | 28,847 | $76.0 萬 | 0.02% | +17,527+154.8% | 加碼 |
| TD Asset Management Inc | 28,840 | $77.1 萬 | 0.00% | −1,400−4.6% | 減碼 |
| Teza Capital Management LLC | 29,316 | $77.2 萬 | 0.16% | +15,593+113.6% | 加碼 |
| Maryland State Retirement & Pension System | 29,473 | $77.7 萬 | 0.06% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 29,633 | $78.1 萬 | 0.00% | +21,827+279.6% | 加碼 |
| Royce & Associates LP | 30,000 | $79.0 萬 | 0.01% | −35,000−53.8% | 減碼 |
| Allianz Asset Management GmbH | 30,657 | $80.8 萬 | 0.00% | +6,490+26.9% | 加碼 |
| Janus Henderson Group PLC | 31,270 | $82.4 萬 | 0.00% | −5,151−14.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 31,352 | $82.6 萬 | 0.01% | +31,352 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 32,193 | $84.8 萬 | 0.49% | +130.0% | 加碼 |
| Rockefeller Capital Management L.P. | 32,503 | $85.6 萬 | 0.00% | −19,583−37.6% | 減碼 |
| CX Institutional | 33,403 | $88.0 萬 | 0.06% | +9,191+38.0% | 加碼 |
| AMG National Trust Bank | 33,864 | $89.2 萬 | 0.03% | +225+0.7% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 33,972 | $89.5 萬 | 0.01% | +2,018+6.3% | 加碼 |
| Public Sector Pension Investment Board | 35,600 | $93.8 萬 | 0.01% | +35,600 | 新進 |
| Westpac Banking Corp | 37,309 | $98.3 萬 | 0.01% | −1,651−4.2% | 減碼 |
| British Columbia Investment Management Corp | 37,574 | $99.0 萬 | 0.01% | −7,611−16.8% | 減碼 |
| Amalgamated Bank | 37,582 | $99.0 萬 | 0.01% | −3,125−7.7% | 減碼 |
| Squarepoint Ops LLC | 37,885 | $99.8 萬 | 0.01% | −571,024−93.8% | 減碼 |
| LPL Financial LLC | 38,304 | $100.9 萬 | 0.00% | +2,532+7.1% | 加碼 |
| Verition Fund Management LLC | 38,351 | $101.1 萬 | 0.01% | +18,556+93.7% | 加碼 |
| Donoghue Forlines LLC | 38,748 | $102.1 萬 | 0.37% | +38,748 | 新進 |
| Federated Hermes, Inc. | 40,171 | $105.9 萬 | 0.00% | +25,111+166.7% | 加碼 |
| Legacy Wealth Management, LLC | 40,870 | $107.7 萬 | 0.73% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 41,391 | $109.1 萬 | 0.11% | +41,391 | 新進 |
| Trexquant Investment LP | 43,643 | $115.0 萬 | 0.04% | +23,341+115.0% | 加碼 |
| Horizon Investments, LLC | 43,748 | $115.3 萬 | 0.04% | +43,748 | 新進 |
| Nissay Asset Management Corp | 44,876 | $118.2 萬 | 0.01% | +777+1.8% | 加碼 |
| Winton Group Ltd | 45,151 | $119.0 萬 | 0.08% | −15,559−25.6% | 減碼 |
| Jefferies Group LLC | 45,170 | $119.0 萬 | 0.03% | +45,170 | 新進 |
| 1832 Asset Management L.P. | 45,565 | $120.1 萬 | 0.00% | 00.0% | 不變 |
| JustInvest LLC | 45,630 | $120.2 萬 | 0.05% | +966+2.2% | 加碼 |