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 |
|---|---|---|---|---|---|
| Forum Financial Management, LP | 7,841 | $22.5 萬 | 0.01% | −386−4.7% | 減碼 |
| Pacific Global Investment Management CO | 7,865 | $22.6 萬 | 0.05% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 8,000 | $23.0 萬 | 0.00% | +8,000 | 新進 |
| Zacks Investment Management | 12,676 | $23.9 萬 | 0.00% | +12,676 | 新進 |
| MML Investors Services, LLC | 8,474 | $24.3 萬 | 0.00% | +115+1.4% | 加碼 |
| First National Advisers, LLC | 8,504 | $24.4 萬 | 0.31% | +870+11.4% | 加碼 |
| Vident Investment Advisory, LLC | 8,518 | $24.4 萬 | 0.01% | +8,518 | 新進 |
| Van Leeuwen & Company, LLC | 8,629 | $24.8 萬 | 0.17% | +8,629 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,694 | $25.0 萬 | 0.02% | +8,694 | 新進 |
| Bleakley Financial Group, LLC | 8,794 | $25.2 萬 | 0.01% | +8,794 | 新進 |
| FDx Advisors, Inc. | 8,818 | $25.3 萬 | 0.01% | +8,818 | 新進 |
| Veriti Management LLC | 8,833 | $25.4 萬 | 0.03% | +70+0.8% | 加碼 |
| Yousif Capital Management, LLC | 8,886 | $25.5 萬 | 0.00% | +605+7.3% | 加碼 |
| Versor Investments LP | 8,900 | $25.5 萬 | 0.02% | −11,351−56.1% | 減碼 |
| Vestcor Inc | 8,920 | $25.6 萬 | 0.01% | −62−0.7% | 減碼 |
| Integrated Wealth Concepts LLC | 9,088 | $26.1 萬 | 0.01% | −624−6.4% | 減碼 |
| Walleye Trading LLC | 9,407 | $27.0 萬 | 0.01% | −19,440−67.4% | 減碼 |
| 44 Wealth Management LLC | 9,518 | $27.3 萬 | 0.09% | −92−1.0% | 減碼 |
| Creative Planning | 9,569 | $27.5 萬 | 0.00% | +9,569 | 新進 |
| Seeyond | 9,661 | $27.7 萬 | 0.03% | +5,532+134.0% | 加碼 |
| Citadel Advisors LLC | 9,715 | $27.9 萬 | 0.00% | −526,354−98.2% | 減碼 |
| Symmetry Partners, LLC | 9,746 | $28.0 萬 | 0.02% | 00.0% | 不變 |
| Park Avenue Securities LLC | 9,781 | $28.1 萬 | 0.00% | +1,028+11.7% | 加碼 |
| Federation des caisses Desjardins du Quebec | 10,248 | $29.4 萬 | 0.00% | +2,890+39.3% | 加碼 |
| Alps Advisors Inc | 10,541 | $30.3 萬 | 0.00% | −47−0.4% | 減碼 |
| SG Americas Securities, LLC | 10,613 | $30.5 萬 | 0.00% | +10,613 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 10,696 | $30.7 萬 | 0.02% | +10,696 | 新進 |
| M&T Bank Corp | 10,698 | $30.7 萬 | 0.00% | −3,486−24.6% | 減碼 |
| Metis Global Partners, LLC | 10,788 | $31.0 萬 | 0.03% | +10,788 | 新進 |
| The PNC Financial Services Group, Inc. | 11,057 | $31.7 萬 | 0.00% | −18,576−62.7% | 減碼 |
| Campbell & CO Investment Adviser LLC | 11,125 | $31.9 萬 | 0.08% | +11,125 | 新進 |
| US Bancorp | 11,137 | $32.0 萬 | 0.00% | −149−1.3% | 減碼 |
| Allstate Corp | 11,345 | $32.6 萬 | 0.01% | +448+4.1% | 加碼 |
| Allstate Investment Management Co | 11,345 | $32.6 萬 | 0.01% | +11,345 | 新進 |
| Banque Pictet & Cie SA | 11,382 | $32.7 萬 | 0.00% | +930+8.9% | 加碼 |
| Rothschild Investment Corp | 11,425 | $32.8 萬 | 0.03% | 00.0% | 不變 |
| Boston Private Wealth LLC | 11,708 | $33.6 萬 | 0.00% | +11,708 | 新進 |
| Arden Trust Co | 11,736 | $33.7 萬 | 0.07% | −26−0.2% | 減碼 |
| Toroso Investments, LLC | 11,799 | $33.9 萬 | 0.01% | +1,091+10.2% | 加碼 |
| Stephens Inc | 12,692 | $36.4 萬 | 0.01% | −3,568−21.9% | 減碼 |
| Raymond James Trust N.A. | 12,824 | $36.8 萬 | 0.01% | +1,293+11.2% | 加碼 |
| CIBC Asset Management Inc | 13,010 | $37.3 萬 | 0.00% | −5,789−30.8% | 減碼 |
| Boothbay Fund Management, LLC | 13,015 | $37.4 萬 | 0.01% | +3,336+34.5% | 加碼 |
| Xponance, Inc. | 13,051 | $37.5 萬 | 0.01% | +13,051 | 新進 |
| Jacobs Levy Equity Management, Inc | 13,089 | $37.6 萬 | 0.00% | −202,849−93.9% | 減碼 |
| Shell Asset Management Co | 13,225 | $38.0 萬 | 0.02% | −4,821−26.7% | 減碼 |
| Bank of Nova Scotia | 13,541 | $38.9 萬 | 0.00% | +5,259+63.5% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 13,708 | $39.3 萬 | 0.01% | +13,708 | 新進 |
| Swiss Life Asset Management Ltd | 13,832 | $39.8 萬 | 0.01% | −5,608−28.8% | 減碼 |
| Signaturefd, LLC | 14,002 | $40.2 萬 | 0.01% | +1,085+8.4% | 加碼 |
| Kestra Advisory Services, LLC | 14,162 | $40.6 萬 | 0.00% | +801+6.0% | 加碼 |
| Manufacturers Life Insurance Company, The | 14,263 | $40.9 萬 | 0.00% | +2,327+19.5% | 加碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $42.2 萬 | 0.02% | −3,200−17.9% | 減碼 |
| Ellsworth Advisors, LLC | 14,017 | $42.5 萬 | 0.16% | +4,141+41.9% | 加碼 |
| Mariner, LLC | 14,926 | $42.8 萬 | 0.00% | +965+6.9% | 加碼 |
| Dynamic Technology Lab Private Ltd | 15,037 | $43.2 萬 | 0.04% | −72,891−82.9% | 減碼 |
| CSS LLC | 15,500 | $44.5 萬 | 0.03% | 00.0% | 不變 |
| Magnetar Financial LLC | 15,833 | $45.4 萬 | 0.01% | +15,833 | 新進 |
| Epoch Investment Partners, Inc. | 16,060 | $46.1 萬 | 0.00% | −1,038−6.1% | 減碼 |
| MQS Management LLC | 16,312 | $46.8 萬 | 0.32% | +16,312 | 新進 |
| Fox Run Management, L.L.C. | 16,523 | $47.4 萬 | 0.19% | +16,523 | 新進 |
| Brown Advisory Inc | 16,785 | $48.2 萬 | 0.00% | −80−0.5% | 減碼 |
| Equitable Holdings, Inc. | 17,399 | $49.9 萬 | 0.01% | +813+4.9% | 加碼 |
| Bridgefront Capital, LLC | 18,522 | $53.2 萬 | 0.37% | +18,522 | 新進 |
| Advisor Group Holdings, Inc. | 18,702 | $53.8 萬 | 0.00% | +4,896+35.5% | 加碼 |
| TD Private Client Wealth LLC | 19,082 | $54.8 萬 | 0.03% | +637+3.5% | 加碼 |
| Daiwa Securities Group Inc. | 20,093 | $57.7 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 20,130 | $57.8 萬 | 0.08% | +70.0% | 加碼 |
| M Holdings Securities, Inc. | 20,469 | $58.7 萬 | 0.06% | −400−1.9% | 減碼 |
| Greenleaf Trust | 20,654 | $59.3 萬 | 0.01% | +1,041+5.3% | 加碼 |
| Point72 Middle East FZE | 20,929 | $60.1 萬 | 0.05% | +20,929 | 新進 |
| Icon Advisers Inc | 21,600 | $62.0 萬 | 0.16% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 22,165 | $63.6 萬 | 0.09% | −19,226−46.4% | 減碼 |
| Guggenheim Capital LLC | 22,600 | $64.9 萬 | 0.01% | −428−1.9% | 減碼 |
| Prudential Financial Inc | 22,734 | $65.2 萬 | 0.00% | +5,881+34.9% | 加碼 |
| Nisa Investment Advisors, LLC | 22,900 | $65.7 萬 | 0.01% | −26,697−53.8% | 減碼 |
| Verdence Capital Advisors LLC | 22,962 | $65.9 萬 | 0.08% | +12,595+121.5% | 加碼 |
| Gabelli Funds LLC | 23,000 | $66.0 萬 | 0.01% | +23,000 | 新進 |
| Prudential PLC | 23,009 | $66.0 萬 | 0.01% | +14,292+164.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $68.9 萬 | 0.01% | 00.0% | 不變 |
| Polianta Ltd | 24,100 | $69.1 萬 | 0.51% | +24,100 | 新進 |
| Ontario Teachers Pension Plan Board | 25,865 | $74.2 萬 | 0.01% | +1,549+6.4% | 加碼 |
| AdvisorNet Financial, Inc | 26,263 | $75.4 萬 | 0.07% | +4,075+18.4% | 加碼 |
| Pitcairn Co | 26,442 | $75.9 萬 | 0.08% | +17,657+201.0% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 26,972 | $77.4 萬 | 0.01% | −53,655−66.5% | 減碼 |
| Intech Investment Management LLC | 27,945 | $80.2 萬 | 0.01% | +802+3.0% | 加碼 |
| Assetmark, Inc | 28,375 | $81.4 萬 | 0.00% | +4,300+17.9% | 加碼 |
| TD Asset Management Inc | 28,440 | $81.6 萬 | 0.00% | −400−1.4% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,056 | $83.4 萬 | 0.41% | −3,137−9.7% | 減碼 |
| Elo Mutual Pension Insurance Co | 29,365 | $84.3 萬 | 0.03% | +749+2.6% | 加碼 |
| Maryland State Retirement & Pension System | 29,473 | $84.6 萬 | 0.02% | 00.0% | 不變 |
| Royce & Associates LP | 30,000 | $86.1 萬 | 0.01% | 00.0% | 不變 |
| Kula Investments, LLC | 30,062 | $86.3 萬 | 0.30% | +30,062 | 新進 |
| Ritholtz Wealth Management | 30,258 | $86.8 萬 | 0.05% | +13,241+77.8% | 加碼 |
| Donoghue Forlines LLC | 31,108 | $89.3 萬 | 0.32% | −7,640−19.7% | 減碼 |
| USS Investment Management Ltd | 31,200 | $89.5 萬 | 0.01% | +31,200 | 新進 |
| Janus Henderson Group PLC | 31,265 | $89.7 萬 | 0.00% | −50.0% | 減碼 |
| MAI Capital Management | 31,905 | $91.6 萬 | 0.02% | +13,297+71.5% | 加碼 |
| Integrated Advisors Network LLC | 32,398 | $93.0 萬 | 0.06% | +8,473+35.4% | 加碼 |
| PGGM Investments | 32,418 | $93.0 萬 | 0.02% | +24,355+302.1% | 加碼 |