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 2 季 13F 持有人
Equitable Holdings, Inc. 在 2023/6/30 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
- 380
- 較 2023 年第 1 季 −11 家
- 持有股數
- 3.45 億
- 較 2023 年第 1 季 −762.0 萬 (−2.2%)
- 總市值
- $93.5 億
- 較 2023 年第 1 季 +$4.24 億 (+4.8%)
- 新進機構
- 48
- 另有 117 家加碼
- 清倉機構
- 59
- 另有 165 家減碼
另有 2 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,162,980 | $10.1 億 | 0.02% | −493,203−1.3% | 減碼 |
| Price T Rowe Associates Inc | 33,983,104 | $9.23 億 | 0.13% | +1,480,365+4.6% | 加碼 |
| BlackRock Inc. | 29,730,934 | $8.07 億 | 0.02% | −3,713,704−11.1% | 減碼 |
| Pzena Investment Management LLC | 24,452,076 | $6.64 億 | 2.83% | +971,884+4.1% | 加碼 |
| Wellington Management Group LLP | 20,772,186 | $5.64 億 | 0.11% | +3,640,838+21.3% | 加碼 |
| Norges Bank | 20,618,580 | $5.60 億 | 0.11% | +2,530,008+14.0% | 加碼 |
| Canada Pension Plan Investment Board | 18,166,769 | $4.93 億 | 0.75% | 00.0% | 不變 |
| Sessa Capital IM, L.P. | 11,176,504 | $3.04 億 | 15.10% | +4,245,357+61.3% | 加碼 |
| Invesco Ltd. | 10,493,812 | $2.85 億 | 0.07% | +118,744+1.1% | 加碼 |
| State Street Corp | 9,743,874 | $2.65 億 | 0.01% | −189,689−1.9% | 減碼 |
| Massachusetts Financial Services Co | 9,697,438 | $2.63 億 | 0.09% | +152,927+1.6% | 加碼 |
| Conifer Management, L.L.C. | 7,600,000 | $2.06 億 | 22.65% | 00.0% | 不變 |
| First Trust Advisors LP | 6,392,077 | $1.74 億 | 0.20% | −560,867−8.1% | 減碼 |
| Thornburg Investment Management Inc | 5,446,769 | $1.48 億 | 2.40% | +236,724+4.5% | 加碼 |
| Geode Capital Management, LLC | 4,940,072 | $1.34 億 | 0.02% | +74,925+1.5% | 加碼 |
| Nuveen Asset Management, LLC | 3,983,531 | $1.08 億 | 0.04% | −331,642−7.7% | 減碼 |
| Dimensional Fund Advisors LP | 3,970,844 | $1.08 億 | 0.03% | −168,354−4.1% | 減碼 |
| Citadel Advisors LLC | 3,698,402 | $1.00 億 | 0.11% | +2,768,947+297.9% | 加碼 |
| Clearbridge Investments, LLC | 3,492,223 | $9,485 萬 | 0.09% | +112,587+3.3% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 3,365,532 | $9,141 萬 | 0.34% | +2,320+0.1% | 加碼 |
| Northern Trust Corp | 3,130,992 | $8,504 萬 | 0.02% | +180,991+6.1% | 加碼 |
| FIL Ltd | 3,087,500 | $8,386 萬 | 0.09% | −154,390−4.8% | 減碼 |
| Morgan Stanley | 3,007,502 | $8,168 萬 | 0.01% | +100,371+3.5% | 加碼 |
| Ensign Peak Advisors, Inc | 2,831,012 | $7,689 萬 | 0.16% | +317,348+12.6% | 加碼 |
| FMR LLC | 2,162,301 | $5,873 萬 | 0.00% | −672,189−23.7% | 減碼 |
| Charles Schwab Investment Management Inc | 2,059,880 | $5,595 萬 | 0.02% | −48,893−2.3% | 減碼 |
| Bank of New York Mellon Corp | 2,041,771 | $5,545 萬 | 0.01% | −185,806−8.3% | 減碼 |
| Legal & General Group Plc | 1,905,394 | $5,175 萬 | 0.02% | −62,523−3.2% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 1,879,106 | $5,104 萬 | 0.76% | +34,025+1.8% | 加碼 |
| Ameriprise Financial Inc | 1,843,151 | $5,006 萬 | 0.02% | +231,561+14.4% | 加碼 |
| UBS Asset Management Americas Inc | 1,764,461 | $4,480 萬 | 0.02% | 00.0% | 不變 |
| Ci Investments Inc. | 1,595,786 | $4,334 萬 | 0.22% | −3,230,703−66.9% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 1,500,000 | $4,074 萬 | 0.09% | +1,500,000 | 新進 |
| Robeco Institutional Asset Management B.V. | 1,470,753 | $3,995 萬 | 0.10% | −205,122−12.2% | 減碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,337,772 | $3,633 萬 | 1.58% | +206,799+18.3% | 加碼 |
| Poplar Forest Capital LLC | 1,298,094 | $3,526 萬 | 4.61% | +112,655+9.5% | 加碼 |
| Swiss National Bank | 1,296,600 | $3,522 萬 | 0.02% | +1,296,600 | 新進 |
| Gillson Capital LP | 1,202,894 | $3,267 萬 | 2.88% | −233,347−16.2% | 減碼 |
| Voya Investment Management LLC | 1,186,439 | $3,222 萬 | 0.03% | +1,138,830+2,392.0% | 加碼 |
| Millennium Management LLC | 1,039,273 | $2,823 萬 | 0.03% | +867,905+506.5% | 加碼 |
| Swedbank AB | 1,001,942 | $2,721 萬 | 0.05% | +32,966+3.4% | 加碼 |
| Goldman Sachs Group Inc | 929,891 | $2,526 萬 | 0.01% | −295,078−24.1% | 減碼 |
| Storebrand Asset Management AS | 897,384 | $2,437 萬 | 0.11% | +13,401+1.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 896,729 | $2,436 萬 | 0.02% | −202,644−18.4% | 減碼 |
| Deutsche Bank AG | 861,678 | $2,340 萬 | 0.01% | −197,786−18.7% | 減碼 |
| Bank of Montreal | 846,802 | $2,308 萬 | 0.01% | +405,770+92.0% | 加碼 |
| Credit Suisse AG | 844,103 | $2,293 萬 | 0.02% | −51,819−5.8% | 減碼 |
| AQR Capital Management LLC | 708,451 | $1,918 萬 | 0.04% | −197,437−21.8% | 減碼 |
| California Public Employees Retirement System | 679,197 | $1,845 萬 | 0.02% | −79,319−10.5% | 減碼 |
| Barclays PLC | 628,532 | $1,707 萬 | 0.01% | −26,594−4.1% | 減碼 |
| Lazard Asset Management LLC | 625,924 | $1,700 萬 | 0.02% | +17,009+2.8% | 加碼 |
| California State Teachers Retirement System | 612,577 | $1,664 萬 | 0.02% | −42,540−6.5% | 減碼 |
| APG Asset Management N.V. | 666,211 | $1,659 萬 | 0.03% | −1,400−0.2% | 減碼 |
| LSV Asset Management | 608,177 | $1,652 萬 | 0.04% | −10,400−1.7% | 減碼 |
| Alyeska Investment Group, L.P. | 602,963 | $1,638 萬 | 0.12% | −397,915−39.8% | 減碼 |
| Amundi | 574,304 | $1,572 萬 | 0.01% | −554,526−49.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 565,925 | $1,537 萬 | 0.04% | −31,821−5.3% | 減碼 |
| Algebris (UK) Ltd | 560,729 | $1,516 萬 | 7.45% | +41,266+7.9% | 加碼 |
| Soapstone Management L.P. | 525,000 | $1,426 萬 | 6.37% | +75,000+16.7% | 加碼 |
| Weiss Multi-Strategy Advisers LLC | 509,733 | $1,384 萬 | 0.30% | +297,747+140.5% | 加碼 |
| Wells Fargo & Company | 509,440 | $1,384 萬 | 0.00% | −105,661−17.2% | 減碼 |
| Bank of America Corp | 501,127 | $1,361 萬 | 0.00% | −373,917−42.7% | 減碼 |
| Russell Investments Group, Ltd. | 485,915 | $1,319 萬 | 0.03% | +47,224+10.8% | 加碼 |
| Rhumbline Advisers | 485,413 | $1,318 萬 | 0.01% | +86,437+21.7% | 加碼 |
| Qube Research & Technologies Ltd | 484,696 | $1,316 萬 | 0.05% | −412,178−46.0% | 減碼 |
| Glenmede Trust Co NA | 499,293 | $1,268 萬 | 0.07% | −993−0.2% | 減碼 |
| New York State Common Retirement Fund | 466,552 | $1,267 萬 | 0.02% | −27,151−5.5% | 減碼 |
| Putnam Investments LLC | 439,429 | $1,193 萬 | 0.02% | −59,209−11.9% | 減碼 |
| State of Wisconsin Investment Board | 435,540 | $1,183 萬 | 0.03% | −13,577−3.0% | 減碼 |
| SEI Investments Co | 431,136 | $1,171 萬 | 0.02% | +27,310+6.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 425,026 | $1,154 萬 | 0.03% | −22,584−5.0% | 減碼 |
| Allianz Asset Management GmbH | 421,401 | $1,145 萬 | 0.02% | +94,001+28.7% | 加碼 |
| Thrivent Financial for Lutherans | 376,569 | $1,023 萬 | 0.02% | −1,517,005−80.1% | 減碼 |
| Brandywine Global Investment Management, LLC | 372,364 | $1,011 萬 | 0.08% | +106,605+40.1% | 加碼 |
| HSBC Holdings PLC | 350,100 | $951.1 萬 | 0.01% | +19,276+5.8% | 加碼 |
| Walleye Capital LLC | 342,485 | $930.2 萬 | 0.16% | +75,771+28.4% | 加碼 |
| Susquehanna International Group, LLP | 341,930 | $928.7 萬 | 0.01% | +45,091+15.2% | 加碼 |
| Community Trust & Investment Co | 333,415 | $905.6 萬 | 0.73% | −209−0.1% | 減碼 |
| Forsta Ap-Fonden | 320,100 | $869.4 萬 | 0.09% | +124,000+63.2% | 加碼 |
| Neuberger Berman Group LLC | 310,323 | $842.8 萬 | 0.01% | −285,899−48.0% | 減碼 |
| Point72 Asset Management, L.P. | 300,200 | $815.3 萬 | 0.03% | −170,824−36.3% | 減碼 |
| Hudson Bay Capital Management LP | 300,000 | $814.8 萬 | 0.08% | +100,000+50.0% | 加碼 |
| Great West Life Assurance Co | 292,289 | $798.1 萬 | 0.02% | −10,189−3.4% | 減碼 |
| JPMorgan Chase & Co | 291,983 | $793.0 萬 | 0.00% | +95,468+48.6% | 加碼 |
| Oppenheimer Asset Management Inc. | 277,365 | $753.3 萬 | 0.11% | +27,715+11.1% | 加碼 |
| Callodine Capital Management, LP | 265,000 | $719.7 萬 | 2.07% | −215,000−44.8% | 減碼 |
| UBS Group AG | 261,791 | $711.0 萬 | 0.00% | +6,010+2.3% | 加碼 |
| Andra AP-fonden | 261,300 | $709.7 萬 | 0.18% | +53,000+25.4% | 加碼 |
| Cinctive Capital Management LP | 260,938 | $708.7 萬 | 0.28% | +260,938 | 新進 |
| Twinbeech Capital LP | 256,579 | $696.9 萬 | 0.14% | −354,497−58.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 227,911 | $619.0 萬 | 0.05% | −586,168−72.0% | 減碼 |
| Envestnet Asset Management Inc | 220,151 | $597.9 萬 | 0.00% | −1,471,534−87.0% | 減碼 |
| BlueMar Capital Management, LLC | 219,568 | $596.3 萬 | 5.72% | −5,711−2.5% | 減碼 |
| Graham Capital Management, L.P. | 209,111 | $567.9 萬 | 0.19% | +54,787+35.5% | 加碼 |
| Holocene Advisors, LP | 207,220 | $562.8 萬 | 0.02% | −52,512−20.2% | 減碼 |
| Hyperion Capital Advisors LP | 206,061 | $559.7 萬 | 3.04% | 00.0% | 不變 |
| Panagora Asset Management Inc | 200,280 | $544.0 萬 | 0.03% | −684,593−77.4% | 減碼 |
| CBOE Vest Financial, LLC | 197,616 | $537.1 萬 | 0.50% | +140,149+243.9% | 加碼 |
| State of New Jersey Common Pension Fund D | 195,625 | $531.3 萬 | 0.02% | 00.0% | 不變 |
| Interval Partners, LP | 187,642 | $509.6 萬 | 0.26% | −94,071−33.4% | 減碼 |