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 4 季 13F 持有人
Equitable Holdings, Inc. 在 2022/12/31 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
- 413
- 較 2022 年第 3 季 +31 家
- 持有股數
- 3.61 億
- 較 2022 年第 3 季 −624.9 萬 (−1.7%)
- 總市值
- $103.7 億
- 較 2022 年第 3 季 +$6.83 億 (+7.1%)
- 新進機構
- 73
- 另有 151 家加碼
- 清倉機構
- 42
- 另有 136 家減碼
另有 6 家機構在 2022 年第 3 季持有、還沒有申報 2022 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,781,024 | $10.8 億 | 0.03% | +46,288+0.1% | 加碼 |
| Price T Rowe Associates Inc | 32,669,066 | $9.38 億 | 0.15% | −437,410−1.3% | 減碼 |
| BlackRock Inc. | 32,221,445 | $9.25 億 | 0.03% | +1,801,018+5.9% | 加碼 |
| Pzena Investment Management LLC | 22,605,769 | $6.49 億 | 2.87% | −262,742−1.1% | 減碼 |
| Norges Bank | 19,287,784 | $5.54 億 | 0.13% | −1,777,407−8.4% | 減碼 |
| Wellington Management Group LLP | 19,011,235 | $5.46 億 | 0.11% | −1,941,793−9.3% | 減碼 |
| Canada Pension Plan Investment Board | 18,167,887 | $5.21 億 | 0.92% | 00.0% | 不變 |
| Invesco Ltd. | 10,693,682 | $3.07 億 | 0.09% | −934,610−8.0% | 減碼 |
| State Street Corp | 9,596,869 | $2.75 億 | 0.02% | −184,520−1.9% | 減碼 |
| Massachusetts Financial Services Co | 9,359,306 | $2.69 億 | 0.09% | +82,762+0.9% | 加碼 |
| Conifer Management, L.L.C. | 7,600,000 | $2.18 億 | 26.53% | −400,000−5.0% | 減碼 |
| Sessa Capital IM, L.P. | 6,931,147 | $1.99 億 | 12.23% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 6,275,967 | $1.80 億 | 0.47% | +458,522+7.9% | 加碼 |
| Ci Investments Inc. | 5,728,603 | $1.64 億 | 0.83% | +728,209+14.6% | 加碼 |
| Thornburg Investment Management Inc | 5,664,401 | $1.63 億 | 2.75% | 00.0% | 不變 |
| Viking Global Investors LP大師維京全球投資 | 5,212,460 | $1.50 億 | 0.75% | +5,212,460 | 新進 |
| Geode Capital Management, LLC | 4,750,226 | $1.36 億 | 0.02% | −739,704−13.5% | 減碼 |
| FMR LLC | 4,303,303 | $1.24 億 | 0.01% | −520,242−10.8% | 減碼 |
| Dimensional Fund Advisors LP | 4,230,385 | $1.21 億 | 0.04% | −380,082−8.2% | 減碼 |
| Nuveen Asset Management, LLC | 4,212,650 | $1.21 億 | 0.05% | −517,366−10.9% | 減碼 |
| Clearbridge Investments, LLC | 3,423,379 | $9,825 萬 | 0.10% | −46,432−1.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,384,212 | $9,713 萬 | 0.37% | −126,942−3.6% | 減碼 |
| FIL Ltd | 3,269,975 | $9,385 萬 | 0.11% | +21,838+0.7% | 加碼 |
| Morgan Stanley | 3,086,709 | $8,859 萬 | 0.01% | −34,091−1.1% | 減碼 |
| Goldman Sachs Group Inc | 3,009,977 | $8,639 萬 | 0.02% | +607,925+25.3% | 加碼 |
| Ensign Peak Advisors, Inc | 2,969,215 | $8,522 萬 | 0.19% | −9,108−0.3% | 減碼 |
| Northern Trust Corp | 2,932,235 | $8,416 萬 | 0.02% | +114,910+4.1% | 加碼 |
| Deutsche Bank AG | 2,502,191 | $7,181 萬 | 0.04% | +102,663+4.3% | 加碼 |
| Bank of New York Mellon Corp | 2,271,292 | $6,519 萬 | 0.01% | +555,736+32.4% | 加碼 |
| Charles Schwab Investment Management Inc | 2,100,865 | $6,029 萬 | 0.02% | +49,949+2.4% | 加碼 |
| Legal & General Group Plc | 2,040,627 | $5,857 萬 | 0.02% | +2030.0% | 加碼 |
| Schroder Investment Management Group | 1,812,808 | $5,203 萬 | 0.08% | +184,821+11.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,647,952 | $4,730 萬 | 0.02% | +302,770+22.5% | 加碼 |
| GMT Capital Corp | 1,576,000 | $4,523 萬 | 2.09% | −306,000−16.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 1,477,342 | $4,240 萬 | 0.12% | +74,395+5.3% | 加碼 |
| Samlyn Capital, LLC | 1,360,291 | $3,904 萬 | 0.77% | −3,033,068−69.0% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,345,994 | $3,863 萬 | 0.63% | +758,487+129.1% | 加碼 |
| Artemis Investment Management LLP | 1,250,834 | $3,601 萬 | 0.41% | −55,368−4.2% | 減碼 |
| Barclays PLC | 1,249,251 | $3,585 萬 | 0.03% | +189,260+17.9% | 加碼 |
| Ameriprise Financial Inc | 1,225,428 | $3,517 萬 | 0.01% | +205,581+20.2% | 加碼 |
| Point72 Asset Management, L.P. | 1,221,600 | $3,506 萬 | 0.13% | +284,139+30.3% | 加碼 |
| Amundi | 1,109,431 | $3,393 萬 | 0.02% | +326,550+41.7% | 加碼 |
| Alyeska Investment Group, L.P. | 1,152,769 | $3,308 萬 | 0.34% | +513,723+80.4% | 加碼 |
| Royal Bank of Canada | 1,140,472 | $3,273 萬 | 0.01% | −593,795−34.2% | 減碼 |
| Poplar Forest Capital LLC | 1,137,594 | $3,265 萬 | 3.94% | −134,215−10.6% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,134,547 | $3,256 萬 | 1.75% | −20,868−1.8% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,098,424 | $3,152 萬 | 0.02% | +15,270+1.4% | 加碼 |
| Wedge Capital Management L L P | 1,042,587 | $2,992 萬 | 0.48% | +40,735+4.1% | 加碼 |
| Credit Suisse AG | 1,036,806 | $2,976 萬 | 0.03% | −251,139−19.5% | 減碼 |
| Neuberger Berman Group LLC | 1,026,524 | $2,946 萬 | 0.03% | −2,890,833−73.8% | 減碼 |
| Voya Investment Management LLC | 985,413 | $2,828 萬 | 0.03% | −992,461−50.2% | 減碼 |
| Swedbank AB | 967,796 | $2,778 萬 | 0.06% | +48,833+5.3% | 加碼 |
| Bank of America Corp | 964,725 | $2,769 萬 | 0.00% | −901,146−48.3% | 減碼 |
| Storebrand Asset Management AS | 884,592 | $2,539 萬 | 0.14% | −7,394−0.8% | 減碼 |
| California Public Employees Retirement System | 875,734 | $2,513 萬 | 0.02% | −18,573−2.1% | 減碼 |
| Panagora Asset Management Inc | 814,698 | $2,338 萬 | 0.15% | −459,409−36.1% | 減碼 |
| STRS Ohio | 807,687 | $2,318 萬 | 0.10% | −192,622−19.3% | 減碼 |
| Wells Fargo & Company | 791,806 | $2,272 萬 | 0.01% | +202,723+34.4% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 790,359 | $2,268 萬 | 0.03% | −1,069,579−57.5% | 減碼 |
| AQR Capital Management LLC | 731,180 | $2,098 萬 | 0.05% | +107,632+17.3% | 加碼 |
| APG Asset Management N.V. | 690,606 | $1,982 萬 | 0.04% | +19,696+2.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 671,914 | $1,928 萬 | 0.07% | +218,802+48.3% | 加碼 |
| California State Teachers Retirement System | 667,440 | $1,916 萬 | 0.03% | +24,225+3.8% | 加碼 |
| Soapstone Management L.P. | 650,000 | $1,866 萬 | 7.87% | −150,000−18.8% | 減碼 |
| Millennium Management LLC | 644,753 | $1,850 萬 | 0.02% | +391,960+155.1% | 加碼 |
| LSV Asset Management | 631,677 | $1,813 萬 | 0.04% | −14,100−2.2% | 減碼 |
| Twinbeech Capital LP | 626,000 | $1,797 萬 | 0.34% | +626,000 | 新進 |
| State of Wisconsin Investment Board | 615,059 | $1,765 萬 | 0.06% | −25,913−4.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 604,137 | $1,734 萬 | 0.05% | +21,868+3.8% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 592,074 | $1,699 萬 | 0.13% | +61,241+11.5% | 加碼 |
| Aviva PLC | 574,966 | $1,650 萬 | 0.08% | +182,535+46.5% | 加碼 |
| Russell Investments Group, Ltd. | 555,803 | $1,596 萬 | 0.03% | −342,820−38.1% | 減碼 |
| Putnam Investments LLC | 549,847 | $1,578 萬 | 0.03% | −7,827−1.4% | 減碼 |
| Callodine Capital Management, LP | 518,602 | $1,488 萬 | 4.49% | −15,318−2.9% | 減碼 |
| New York State Common Retirement Fund | 515,817 | $1,480 萬 | 0.02% | −11,607−2.2% | 減碼 |
| Gillson Capital LP | 497,176 | $1,427 萬 | 1.08% | −233,525−32.0% | 減碼 |
| Glenmede Trust Co NA | 489,273 | $1,404 萬 | 0.08% | +476,255+3,658.4% | 加碼 |
| State Board of Administration of Florida Retirement System | 447,610 | $1,285 萬 | 0.03% | −13,370−2.9% | 減碼 |
| D. E. Shaw & Co., Inc. | 442,391 | $1,270 萬 | 0.02% | +280,473+173.2% | 加碼 |
| Rhumbline Advisers | 408,892 | $1,174 萬 | 0.02% | +14,011+3.5% | 加碼 |
| JPMorgan Chase & Co | 406,913 | $1,168 萬 | 0.00% | +212,111+108.9% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 396,193 | $1,133 萬 | 0.03% | +15,662+4.1% | 加碼 |
| Envestnet Asset Management Inc | 379,492 | $1,089 萬 | 0.01% | +46,969+14.1% | 加碼 |
| First Trust Advisors LP | 379,087 | $1,088 萬 | 0.01% | −48,007−11.2% | 減碼 |
| Interval Partners, LP | 373,337 | $1,071 萬 | 0.86% | −133,221−26.3% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 370,636 | $1,064 萬 | 0.06% | −132,232−26.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 340,814 | $978.1 萬 | 0.08% | +22,252+7.0% | 加碼 |
| Prana Capital Management, LP | 335,295 | $962.3 萬 | 0.74% | −30,205−8.3% | 減碼 |
| Community Trust & Investment Co | 334,158 | $959.0 萬 | 0.87% | −6,015−1.8% | 減碼 |
| Great West Life Assurance Co | 330,638 | $953.4 萬 | 0.03% | +1,484+0.5% | 加碼 |
| SEI Investments Co | 328,568 | $943.0 萬 | 0.02% | −91,973−21.9% | 減碼 |
| HSBC Holdings PLC | 318,546 | $913.5 萬 | 0.01% | +164,059+106.2% | 加碼 |
| Raymond James & Associates | 288,316 | $827.5 萬 | 0.01% | +21,565+8.1% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 279,046 | $800.9 萬 | 0.14% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 278,761 | $800.0 萬 | 0.06% | +20,737+8.0% | 加碼 |
| Assenagon Asset Management S.A. | 277,949 | $797.7 萬 | 0.03% | +201,955+265.8% | 加碼 |
| Brookfield Asset Management Inc. | 268,519 | $770.6 萬 | 0.03% | +268,519 | 新進 |
| Algebris (UK) Ltd | 263,475 | $753.2 萬 | 3.46% | −388,714−59.6% | 減碼 |
| American Century Companies Inc | 256,745 | $736.9 萬 | 0.01% | +61,628+31.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 250,201 | $718.1 萬 | 0.12% | −5,260−2.1% | 減碼 |