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。
2023 年第 1 季 13F 持有人
Equitable Holdings, Inc. 在 2023/3/31 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
- 393
- 較 2022 年第 4 季 −15 家
- 持有股數
- 3.53 億
- 較 2022 年第 4 季 −804.3 萬 (−2.2%)
- 總市值
- $89.3 億
- 較 2022 年第 4 季 −$14.4 億 (−13.9%)
- 新進機構
- 51
- 另有 137 家加碼
- 清倉機構
- 66
- 另有 157 家減碼
另有 5 家機構在 2022 年第 4 季持有、還沒有申報 2023 年第 1 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 |
2023 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,656,183 | $9.56 億 | 0.02% | −124,841−0.3% | 減碼 |
| BlackRock Inc. | 33,444,638 | $8.49 億 | 0.03% | +1,223,193+3.8% | 加碼 |
| Price T Rowe Associates Inc | 32,502,739 | $8.25 億 | 0.12% | −166,327−0.5% | 減碼 |
| Pzena Investment Management LLC | 23,480,192 | $5.96 億 | 2.57% | +874,423+3.9% | 加碼 |
| Canada Pension Plan Investment Board | 18,166,769 | $4.61 億 | 0.73% | −1,1180.0% | 減碼 |
| Norges Bank | 18,088,572 | $4.59 億 | 0.10% | −1,199,212−6.2% | 減碼 |
| Wellington Management Group LLP | 17,131,348 | $4.35 億 | 0.09% | −1,879,887−9.9% | 減碼 |
| Invesco Ltd. | 10,375,068 | $2.63 億 | 0.07% | −318,614−3.0% | 減碼 |
| State Street Corp | 9,933,563 | $2.52 億 | 0.01% | +336,694+3.5% | 加碼 |
| Massachusetts Financial Services Co | 9,544,511 | $2.42 億 | 0.08% | +185,205+2.0% | 加碼 |
| Conifer Management, L.L.C. | 7,600,000 | $1.93 億 | 23.16% | 00.0% | 不變 |
| First Trust Advisors LP | 6,952,944 | $1.77 億 | 0.20% | +6,573,857+1,734.1% | 加碼 |
| Sessa Capital IM, L.P. | 6,931,147 | $1.76 億 | 7.25% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 5,210,045 | $1.32 億 | 2.19% | −454,356−8.0% | 減碼 |
| Geode Capital Management, LLC | 4,865,147 | $1.23 億 | 0.02% | +114,921+2.4% | 加碼 |
| Ci Investments Inc. | 4,826,489 | $1.23 億 | 0.62% | −902,114−15.7% | 減碼 |
| Nuveen Asset Management, LLC | 4,315,173 | $1.10 億 | 0.04% | +102,523+2.4% | 加碼 |
| Dimensional Fund Advisors LP | 4,139,198 | $1.05 億 | 0.04% | −91,187−2.2% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 3,989,446 | $1.01 億 | 0.48% | −1,223,014−23.5% | 減碼 |
| Clearbridge Investments, LLC | 3,379,636 | $8,581 萬 | 0.08% | −43,743−1.3% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,363,212 | $8,539 萬 | 0.33% | −21,000−0.6% | 減碼 |
| FIL Ltd | 3,241,890 | $8,231 萬 | 0.09% | −28,085−0.9% | 減碼 |
| Northern Trust Corp | 2,950,001 | $7,490 萬 | 0.01% | +17,766+0.6% | 加碼 |
| Morgan Stanley | 2,907,131 | $7,381 萬 | 0.01% | −179,578−5.8% | 減碼 |
| FMR LLC | 2,834,490 | $7,197 萬 | 0.01% | −1,468,813−34.1% | 減碼 |
| Ensign Peak Advisors, Inc | 2,513,664 | $6,382 萬 | 0.14% | −455,551−15.3% | 減碼 |
| Bank of New York Mellon Corp | 2,227,577 | $5,656 萬 | 0.01% | −43,715−1.9% | 減碼 |
| Charles Schwab Investment Management Inc | 2,108,773 | $5,354 萬 | 0.02% | +7,908+0.4% | 加碼 |
| Legal & General Group Plc | 1,967,917 | $4,997 萬 | 0.02% | −72,710−3.6% | 減碼 |
| Thrivent Financial for Lutherans | 1,893,574 | $4,808 萬 | 0.12% | −4,382,393−69.8% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,845,081 | $4,685 萬 | 0.74% | +499,087+37.1% | 加碼 |
| UBS Asset Management Americas Inc | 1,764,461 | $4,480 萬 | 0.02% | +116,509+7.1% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,675,875 | $4,255 萬 | 0.12% | +198,533+13.4% | 加碼 |
| Ameriprise Financial Inc | 1,611,590 | $4,092 萬 | 0.01% | +386,162+31.5% | 加碼 |
| Gillson Capital LP | 1,436,241 | $3,647 萬 | 3.02% | +939,065+188.9% | 加碼 |
| Balyasny Asset Management LLC | 1,265,901 | $3,214 萬 | 0.11% | +1,265,901 | 新進 |
| Goldman Sachs Group Inc | 1,224,969 | $3,110 萬 | 0.01% | −1,785,008−59.3% | 減碼 |
| Poplar Forest Capital LLC | 1,185,439 | $3,010 萬 | 3.59% | +47,845+4.2% | 加碼 |
| Wedge Capital Management L L P | 1,145,520 | $2,908 萬 | 0.49% | +102,933+9.9% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,130,973 | $2,872 萬 | 1.36% | −3,574−0.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 1,099,373 | $2,791 萬 | 0.02% | +949+0.1% | 加碼 |
| Amundi | 1,128,830 | $2,743 萬 | 0.01% | +19,399+1.7% | 加碼 |
| Deutsche Bank AG | 1,059,464 | $2,690 萬 | 0.01% | −1,442,727−57.7% | 減碼 |
| Alyeska Investment Group, L.P. | 1,000,878 | $2,541 萬 | 0.22% | −151,891−13.2% | 減碼 |
| Swedbank AB | 968,976 | $2,460 萬 | 0.05% | +1,180+0.1% | 加碼 |
| Citadel Advisors LLC | 929,455 | $2,360 萬 | 0.03% | +919,740+9,467.2% | 加碼 |
| STRS Ohio | 917,000 | $2,328 萬 | 0.10% | +109,313+13.5% | 加碼 |
| Qube Research & Technologies Ltd | 896,874 | $2,277 萬 | 0.13% | +846,566+1,682.8% | 加碼 |
| Credit Suisse AG | 895,922 | $2,275 萬 | 0.02% | −140,884−13.6% | 減碼 |
| Panagora Asset Management Inc | 884,873 | $2,247 萬 | 0.14% | +70,175+8.6% | 加碼 |
| Storebrand Asset Management AS | 883,983 | $2,244 萬 | 0.11% | −609−0.1% | 減碼 |
| AQR Capital Management LLC | 905,888 | $2,238 萬 | 0.05% | +174,708+23.9% | 加碼 |
| Bank of America Corp | 875,044 | $2,222 萬 | 0.00% | −89,681−9.3% | 減碼 |
| Royal Bank of Canada | 826,251 | $2,098 萬 | 0.01% | −314,221−27.6% | 減碼 |
| Schonfeld Strategic Advisors LLC | 814,079 | $2,067 萬 | 0.20% | +814,079 | 新進 |
| California Public Employees Retirement System | 758,516 | $1,926 萬 | 0.02% | −117,218−13.4% | 減碼 |
| Artemis Investment Management LLP | 666,254 | $1,689 萬 | 0.21% | −584,580−46.7% | 減碼 |
| Barclays PLC | 655,126 | $1,663 萬 | 0.02% | −594,125−47.6% | 減碼 |
| California State Teachers Retirement System | 655,117 | $1,663 萬 | 0.02% | −12,323−1.8% | 減碼 |
| LSV Asset Management | 618,577 | $1,571 萬 | 0.04% | −13,100−2.1% | 減碼 |
| Wells Fargo & Company | 615,101 | $1,562 萬 | 0.00% | −176,705−22.3% | 減碼 |
| APG Asset Management N.V. | 667,611 | $1,560 萬 | 0.03% | −22,995−3.3% | 減碼 |
| Twinbeech Capital LP | 611,076 | $1,552 萬 | 0.31% | −14,924−2.4% | 減碼 |
| Lazard Asset Management LLC | 608,915 | $1,546 萬 | 0.02% | +362,895+147.5% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 597,746 | $1,518 萬 | 0.04% | −6,391−1.1% | 減碼 |
| Neuberger Berman Group LLC | 596,222 | $1,514 萬 | 0.01% | −430,302−41.9% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 592,606 | $1,505 萬 | 0.11% | +532+0.1% | 加碼 |
| GMT Capital Corp | 536,200 | $1,361 萬 | 0.53% | −1,039,800−66.0% | 減碼 |
| Algebris (UK) Ltd | 519,463 | $1,323 萬 | 5.32% | +255,988+97.2% | 加碼 |
| Aviva PLC | 515,935 | $1,310 萬 | 0.06% | −59,031−10.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 501,275 | $1,273 萬 | 0.02% | +58,884+13.3% | 加碼 |
| Glenmede Trust Co NA | 500,286 | $1,270 萬 | 0.07% | +11,013+2.3% | 加碼 |
| AustralianSuper Pty Ltd | 499,111 | $1,267 萬 | 0.09% | +279,150+126.9% | 加碼 |
| Putnam Investments LLC | 498,638 | $1,266 萬 | 0.02% | −51,209−9.3% | 減碼 |
| New York State Common Retirement Fund | 493,703 | $1,254 萬 | 0.02% | −22,114−4.3% | 減碼 |
| Brookfield Asset Management Inc. | 489,194 | $1,242 萬 | 0.05% | +220,675+82.2% | 加碼 |
| Callodine Capital Management, LP | 480,000 | $1,219 萬 | 3.60% | −38,602−7.4% | 減碼 |
| Point72 Asset Management, L.P. | 471,024 | $1,196 萬 | 0.04% | −750,576−61.4% | 減碼 |
| Soapstone Management L.P. | 450,000 | $1,143 萬 | 5.10% | −200,000−30.8% | 減碼 |
| State of Wisconsin Investment Board | 449,117 | $1,140 萬 | 0.03% | −165,942−27.0% | 減碼 |
| State Board of Administration of Florida Retirement System | 447,610 | $1,136 萬 | 0.03% | 00.0% | 不變 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 445,718 | $1,132 萬 | 0.04% | −226,196−33.7% | 減碼 |
| Bank of Montreal | 441,032 | $1,121 萬 | 0.01% | +367,339+498.5% | 加碼 |
| Russell Investments Group, Ltd. | 438,691 | $1,111 萬 | 0.02% | −117,112−21.1% | 減碼 |
| SEI Investments Co | 403,826 | $1,025 萬 | 0.02% | +75,258+22.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 400,240 | $1,016 萬 | 0.05% | +29,604+8.0% | 加碼 |
| Rhumbline Advisers | 398,976 | $1,013 萬 | 0.01% | −9,916−2.4% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 382,502 | $971.2 萬 | 0.02% | −13,691−3.5% | 減碼 |
| Community Trust & Investment Co | 333,624 | $847.1 萬 | 0.73% | −534−0.2% | 減碼 |
| HSBC Holdings PLC | 330,824 | $838.8 萬 | 0.01% | +12,278+3.9% | 加碼 |
| Allianz Asset Management GmbH | 327,400 | $831.3 萬 | 0.02% | +268,536+456.2% | 加碼 |
| Envestnet Asset Management Inc | 1,691,685 | $822.3 萬 | 0.00% | +1,312,193+345.8% | 加碼 |
| Korea Investment CORP | 314,097 | $797.5 萬 | 0.02% | +139,962+80.4% | 加碼 |
| Great West Life Assurance Co | 302,478 | $768.6 萬 | 0.02% | −28,160−8.5% | 減碼 |
| ExodusPoint Capital Management, LP | 300,546 | $763.1 萬 | 0.09% | +246,051+451.5% | 加碼 |
| Susquehanna International Group, LLP | 296,839 | $753.7 萬 | 0.01% | +249,136+522.3% | 加碼 |
| Jane Street Group, LLC | 284,725 | $722.9 萬 | 0.01% | +249,475+707.7% | 加碼 |
| Interval Partners, LP | 281,713 | $715.3 萬 | 0.40% | −91,624−24.5% | 減碼 |
| Citigroup Inc | 281,709 | $715.3 萬 | 0.01% | +33,995+13.7% | 加碼 |
| Teacher Retirement System of Texas | 274,416 | $696.7 萬 | 0.05% | −4,345−1.6% | 減碼 |