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 |
|---|---|---|---|---|---|
| Cerity Partners LLC | 8,573 | $21.8 萬 | 0.00% | +8,573 | 新進 |
| Tokio Marine Asset Management Co Ltd | 8,694 | $22.1 萬 | 0.02% | 00.0% | 不變 |
| Townsend & Associates, Inc | 8,543 | $22.2 萬 | 0.09% | −43,544−83.6% | 減碼 |
| FinTrust Capital Advisors, LLC | 7,799 | $22.4 萬 | 0.05% | 00.0% | 不變 |
| Vestcor Inc | 8,824 | $22.4 萬 | 0.01% | −96−1.1% | 減碼 |
| Veriti Management LLC | 8,832 | $22.4 萬 | 0.03% | −10.0% | 減碼 |
| Integrated Wealth Concepts LLC | 9,173 | $23.3 萬 | 0.00% | +85+0.9% | 加碼 |
| Echo Street Capital Management LLC | 9,330 | $23.7 萬 | 0.00% | +9,330 | 新進 |
| Stephens Inc | 9,680 | $24.6 萬 | 0.00% | −3,012−23.7% | 減碼 |
| Symmetry Partners, LLC | 9,746 | $24.7 萬 | 0.01% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 9,786 | $24.8 萬 | 0.02% | +9,786 | 新進 |
| Van Leeuwen & Company, LLC | 9,877 | $25.1 萬 | 0.17% | +1,248+14.5% | 加碼 |
| FDx Advisors, Inc. | 8,818 | $25.3 萬 | 0.01% | 00.0% | 不變 |
| Assenagon Asset Management S.A. | 10,099 | $25.6 萬 | 0.00% | −267,850−96.4% | 減碼 |
| Private Advisor Group, LLC | 10,246 | $26.0 萬 | 0.00% | −536−5.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 10,248 | $26.0 萬 | 0.00% | 00.0% | 不變 |
| Vinva Investment Management Ltd | 10,601 | $26.2 萬 | 0.02% | +10,601 | 新進 |
| Kapitalo Investimentos Ltda | 10,314 | $26.2 萬 | 0.09% | +10,314 | 新進 |
| Ostrum Asset Management | 10,430 | $26.5 萬 | 0.02% | +10,430 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 10,496 | $26.6 萬 | 0.01% | −200−1.9% | 減碼 |
| Kestra Advisory Services, LLC | 10,866 | $27.6 萬 | 0.00% | −3,296−23.3% | 減碼 |
| Rothschild Investment Corp | 11,425 | $29.0 萬 | 0.03% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 11,452 | $29.0 萬 | 0.00% | +11,452 | 新進 |
| The PNC Financial Services Group, Inc. | 11,540 | $29.3 萬 | 0.00% | +483+4.4% | 加碼 |
| Raymond James Trust N.A. | 11,737 | $29.8 萬 | 0.01% | −1,087−8.5% | 減碼 |
| US Bancorp | 12,118 | $30.8 萬 | 0.00% | +981+8.8% | 加碼 |
| CIBC Asset Management Inc | 12,694 | $32.2 萬 | 0.00% | −316−2.4% | 減碼 |
| First National Advisers, LLC | 12,812 | $32.5 萬 | 0.37% | +4,308+50.7% | 加碼 |
| Xponance, Inc. | 13,117 | $33.3 萬 | 0.00% | +66+0.5% | 加碼 |
| Shell Asset Management Co | 13,225 | $33.6 萬 | 0.01% | 00.0% | 不變 |
| Signaturefd, LLC | 13,234 | $33.6 萬 | 0.01% | −768−5.5% | 減碼 |
| Metis Global Partners, LLC | 13,742 | $34.9 萬 | 0.02% | +2,954+27.4% | 加碼 |
| Interchange Capital Partners, LLC | 14,146 | $35.6 萬 | 0.19% | +7,064+99.7% | 加碼 |
| M&T Bank Corp | 14,204 | $36.1 萬 | 0.00% | +3,506+32.8% | 加碼 |
| JustInvest LLC | 14,366 | $36.5 萬 | 0.01% | −30,575−68.0% | 減碼 |
| Harbour Capital Advisors, LLC | 14,515 | $36.9 萬 | 0.11% | +14,515 | 新進 |
| Donoghue Forlines LLC | 14,615 | $37.1 萬 | 0.13% | −16,493−53.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $37.3 萬 | 0.01% | 00.0% | 不變 |
| Manufacturers Life Insurance Company, The | 15,049 | $38.2 萬 | 0.00% | +786+5.5% | 加碼 |
| Epoch Investment Partners, Inc. | 15,288 | $38.8 萬 | 0.00% | −772−4.8% | 減碼 |
| SG Americas Securities, LLC | 15,355 | $39.0 萬 | 0.01% | +4,742+44.7% | 加碼 |
| Swiss Life Asset Management Ltd | 15,356 | $39.0 萬 | 0.01% | +1,524+11.0% | 加碼 |
| MAI Capital Management | 15,579 | $39.6 萬 | 0.01% | −16,326−51.2% | 減碼 |
| Mariner, LLC | 15,731 | $39.8 萬 | 0.00% | +805+5.4% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 15,908 | $40.4 萬 | 0.01% | +2,200+16.0% | 加碼 |
| Axq Capital, LP | 16,379 | $41.6 萬 | 0.17% | +16,379 | 新進 |
| Zacks Investment Management | 17,304 | $43.9 萬 | 0.01% | +4,628+36.5% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 17,619 | $44.7 萬 | 0.00% | +9,619+120.2% | 加碼 |
| Advisor Group Holdings, Inc. | 17,727 | $45.0 萬 | 0.00% | −975−5.2% | 減碼 |
| Virtu Financial LLC | 17,833 | $45.3 萬 | 0.05% | +17,833 | 新進 |
| Sawtooth Solutions, LLC | 17,993 | $45.7 萬 | 0.01% | +17,993 | 新進 |
| Prudential PLC | 18,437 | $46.8 萬 | 0.01% | −4,572−19.9% | 減碼 |
| CSS LLC | 18,500 | $47.0 萬 | 0.04% | +3,000+19.4% | 加碼 |
| Guggenheim Capital LLC | 19,775 | $50.2 萬 | 0.00% | −2,825−12.5% | 減碼 |
| Anchor Investment Management, LLC | 20,136 | $51.1 萬 | 0.07% | +60.0% | 加碼 |
| Greenleaf Trust | 20,300 | $51.5 萬 | 0.01% | −354−1.7% | 減碼 |
| M Holdings Securities, Inc. | 20,426 | $51.9 萬 | 0.05% | −43−0.2% | 減碼 |
| Equitable Holdings, Inc. | 20,953 | $53.2 萬 | 0.01% | +3,554+20.4% | 加碼 |
| Daiwa Securities Group Inc. | 21,093 | $53.6 萬 | 0.00% | +1,000+5.0% | 加碼 |
| Gotham Asset Management, LLC | 21,177 | $53.8 萬 | 0.01% | +21,177 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 21,184 | $53.8 萬 | 0.01% | −5,788−21.5% | 減碼 |
| Mirova | 22,112 | $56.1 萬 | 0.08% | +22,112 | 新進 |
| Kula Investments, LLC | 22,160 | $56.3 萬 | 0.14% | −7,902−26.3% | 減碼 |
| Mirabella Financial Services LLP | 22,874 | $58.1 萬 | 0.12% | +22,874 | 新進 |
| Gabelli Funds LLC | 23,000 | $58.4 萬 | 0.00% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 23,150 | $58.8 萬 | 0.00% | +250+1.1% | 加碼 |
| Ritholtz Wealth Management | 23,189 | $58.9 萬 | 0.03% | −7,069−23.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $61.0 萬 | 0.01% | 00.0% | 不變 |
| Fox Run Management, L.L.C. | 25,178 | $63.9 萬 | 0.21% | +8,655+52.4% | 加碼 |
| Ontario Teachers Pension Plan Board | 25,955 | $65.9 萬 | 0.01% | +90+0.3% | 加碼 |
| Intech Investment Management LLC | 26,351 | $66.9 萬 | 0.01% | −1,594−5.7% | 減碼 |
| Banco Santander, S.A. | 27,661 | $70.2 萬 | 0.01% | +27,661 | 新進 |
| Verition Fund Management LLC | 28,665 | $72.8 萬 | 0.01% | −11,273−28.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 29,068 | $73.8 萬 | 0.35% | +120.0% | 加碼 |
| Maryland State Retirement & Pension System | 29,473 | $74.8 萬 | 0.02% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 29,568 | $75.1 萬 | 0.02% | +203+0.7% | 加碼 |
| TD Asset Management Inc | 29,633 | $75.2 萬 | 0.00% | +1,193+4.2% | 加碼 |
| Pitcairn Co | 29,801 | $75.7 萬 | 0.07% | +3,359+12.7% | 加碼 |
| Prudential Financial Inc | 28,994 | $76.3 萬 | 0.00% | +6,260+27.5% | 加碼 |
| Toroso Investments, LLC | 30,271 | $76.9 萬 | 0.03% | +18,472+156.6% | 加碼 |
| Janus Henderson Group PLC | 31,220 | $79.2 萬 | 0.00% | −45−0.1% | 減碼 |
| Allspring Global Investments Holdings, LLC | 33,415 | $84.8 萬 | 0.00% | −31,334−48.4% | 減碼 |
| British Columbia Investment Management Corp | 33,531 | $85.1 萬 | 0.01% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 33,718 | $85.6 萬 | 0.05% | +1,320+4.1% | 加碼 |
| Cubist Systematic Strategies, LLC | 34,116 | $86.6 萬 | 0.01% | −87,716−72.0% | 減碼 |
| Verdence Capital Advisors LLC | 34,929 | $88.7 萬 | 0.11% | +11,967+52.1% | 加碼 |
| Federated Hermes, Inc. | 35,385 | $89.8 萬 | 0.00% | −2,914−7.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 35,600 | $90.4 萬 | 0.08% | +20,563+136.7% | 加碼 |
| AMG National Trust Bank | 37,371 | $94.9 萬 | 0.03% | +3,132+9.1% | 加碼 |
| Caisse de Depot Et Placement du Quebec | 37,610 | $95.5 萬 | 0.00% | −151,168−80.1% | 減碼 |
| LPL Financial LLC | 38,033 | $96.6 萬 | 0.00% | +810+2.2% | 加碼 |
| Amalgamated Bank | 38,507 | $97.8 萬 | 0.01% | +754+2.0% | 加碼 |
| State of Michigan Retirement System | 38,586 | $98.0 萬 | 0.01% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 39,100 | $99.3 萬 | 0.06% | −17,400−30.8% | 減碼 |
| Icon Advisers Inc | 39,200 | $99.5 萬 | 0.25% | +17,600+81.5% | 加碼 |
| Magnetar Financial LLC | 39,456 | $100.2 萬 | 0.02% | +23,623+149.2% | 加碼 |
| Quinn Opportunity Partners LLC | 40,413 | $102.6 萬 | 0.11% | −4,000−9.0% | 減碼 |
| Legacy Wealth Management, LLC | 40,870 | $103.8 萬 | 0.57% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 41,196 | $104.6 萬 | 0.02% | +7,224+21.3% | 加碼 |
| Illinois Municipal Retirement Fund | 41,213 | $104.6 萬 | 0.02% | 00.0% | 不變 |