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 |
|---|---|---|---|---|---|
| Romano Brothers and Company | 8,550 | $23.2 萬 | 0.03% | +650+8.2% | 加碼 |
| Veriti Management LLC | 8,767 | $23.8 萬 | 0.03% | −65−0.7% | 減碼 |
| Kathmere Capital Management, LLC | 8,805 | $23.9 萬 | 0.04% | +8,805 | 新進 |
| Vestcor Inc | 8,824 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 8,913 | $24.2 萬 | 0.00% | −260−2.8% | 減碼 |
| MAI Capital Management | 8,971 | $24.4 萬 | 0.00% | −6,608−42.4% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 9,154 | $24.9 萬 | 0.02% | +460+5.3% | 加碼 |
| Private Advisor Group, LLC | 9,396 | $25.5 萬 | 0.00% | −850−8.3% | 減碼 |
| Blueshift Asset Management, LLC | 9,722 | $26.4 萬 | 0.10% | +9,722 | 新進 |
| Symmetry Partners, LLC | 9,746 | $26.5 萬 | 0.01% | 00.0% | 不變 |
| Capital Insight Partners, LLC | 9,780 | $26.6 萬 | 0.06% | +9,780 | 新進 |
| Petrus Trust Company, LTA | 9,933 | $27.0 萬 | 0.03% | +9,933 | 新進 |
| Van Leeuwen & Company, LLC | 9,877 | $27.0 萬 | 0.17% | 00.0% | 不變 |
| US Bancorp | 9,996 | $27.1 萬 | 0.00% | −2,122−17.5% | 減碼 |
| Stephens Inc | 10,040 | $27.3 萬 | 0.00% | +360+3.7% | 加碼 |
| Verition Fund Management LLC | 10,369 | $28.2 萬 | 0.00% | −18,296−63.8% | 減碼 |
| Ostrum Asset Management | 10,439 | $28.4 萬 | 0.02% | +9+0.1% | 加碼 |
| Boston Private Wealth LLC | 10,519 | $28.6 萬 | 0.01% | +10,519 | 新進 |
| Signaturefd, LLC | 10,559 | $28.7 萬 | 0.01% | −2,675−20.2% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 10,990 | $29.8 萬 | 0.10% | +10,990 | 新進 |
| State of Michigan Retirement System | 11,086 | $30.1 萬 | 0.00% | −27,500−71.3% | 減碼 |
| Advisor Group Holdings, Inc. | 11,127 | $30.2 萬 | 0.00% | −6,600−37.2% | 減碼 |
| Kestra Advisory Services, LLC | 11,244 | $30.5 萬 | 0.00% | +378+3.5% | 加碼 |
| Rothschild Investment Corp | 11,425 | $31.0 萬 | 0.03% | 00.0% | 不變 |
| KBC Group NV | 11,861 | $32.2 萬 | 0.00% | −62,410−84.0% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 12,551 | $34.1 萬 | 0.03% | +12,551 | 新進 |
| Boothbay Fund Management, LLC | 12,668 | $34.4 萬 | 0.01% | +12,668 | 新進 |
| CIBC Asset Management Inc | 12,703 | $34.5 萬 | 0.00% | +9+0.1% | 加碼 |
| First National Advisers, LLC | 13,089 | $35.5 萬 | 0.33% | +277+2.2% | 加碼 |
| Federation des caisses Desjardins du Quebec | 13,326 | $36.2 萬 | 0.00% | +3,078+30.0% | 加碼 |
| M&T Bank Corp | 13,535 | $36.8 萬 | 0.00% | −669−4.7% | 減碼 |
| Aviva PLC | 13,701 | $37.2 萬 | 0.00% | −502,234−97.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 13,880 | $37.7 萬 | 0.00% | −1,169−7.8% | 減碼 |
| JustInvest LLC | 14,365 | $39.0 萬 | 0.01% | −10.0% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 14,525 | $39.4 萬 | 0.01% | −1,383−8.7% | 減碼 |
| Epoch Investment Partners, Inc. | 14,669 | $39.8 萬 | 0.00% | −619−4.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $39.9 萬 | 0.01% | 00.0% | 不變 |
| Centiva Capital, LP | 14,768 | $40.1 萬 | 0.02% | +14,768 | 新進 |
| Equitable Holdings, Inc. | 14,948 | $40.6 萬 | 0.01% | −6,005−28.7% | 減碼 |
| Quadrature Capital Ltd | 15,383 | $41.8 萬 | 0.01% | −43,547−73.9% | 減碼 |
| Mirova | 15,650 | $42.5 萬 | 0.07% | −6,462−29.2% | 減碼 |
| Mariner, LLC | 16,291 | $44.2 萬 | 0.00% | +560+3.6% | 加碼 |
| Zacks Investment Management | 22,273 | $44.6 萬 | 0.01% | +4,969+28.7% | 加碼 |
| Greenleaf Trust | 17,785 | $48.3 萬 | 0.01% | −2,515−12.4% | 減碼 |
| Prudential Financial Inc | 19,527 | $53.0 萬 | 0.00% | −9,467−32.7% | 減碼 |
| Sciencast Management LP | 19,557 | $53.7 萬 | 0.44% | +19,557 | 新進 |
| CSS LLC | 19,995 | $54.3 萬 | 0.04% | +1,495+8.1% | 加碼 |
| Mutual Advisors, LLC | 20,238 | $55.0 萬 | 0.02% | +20,238 | 新進 |
| Nomura Holdings Inc | 20,700 | $56.2 萬 | 0.01% | +20,700 | 新進 |
| Fulton Bank, N.A. | 20,794 | $56.5 萬 | 0.03% | +20,794 | 新進 |
| Abn Amro Investment Solutions | 20,825 | $56.6 萬 | 0.01% | −83,532−80.0% | 減碼 |
| Gotham Asset Management, LLC | 20,950 | $56.9 萬 | 0.01% | −227−1.1% | 減碼 |
| Anchor Investment Management, LLC | 21,045 | $57.2 萬 | 0.07% | +909+4.5% | 加碼 |
| Daiwa Securities Group Inc. | 21,093 | $57.3 萬 | 0.00% | 00.0% | 不變 |
| New York Life Investment Management LLC | 21,696 | $58.9 萬 | 0.01% | +21,696 | 新進 |
| MetLife Investment Management | 21,962 | $59.6 萬 | 0.00% | +14,328+187.7% | 加碼 |
| Gabelli Funds LLC | 23,000 | $62.5 萬 | 0.00% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 24,014 | $65.2 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 24,374 | $66.2 萬 | 0.00% | +12,922+112.8% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 24,796 | $67.3 萬 | 0.00% | +7,177+40.7% | 加碼 |
| Pitcairn Co | 25,115 | $68.2 萬 | 0.06% | −4,686−15.7% | 減碼 |
| Federated Hermes, Inc. | 26,043 | $70.7 萬 | 0.00% | −9,342−26.4% | 減碼 |
| Teacher Retirement System of Texas | 27,148 | $73.7 萬 | 0.00% | −247,268−90.1% | 減碼 |
| Gsa Capital Partners LLP | 27,185 | $73.8 萬 | 0.07% | +17,399+177.8% | 加碼 |
| Maryland State Retirement & Pension System | 27,283 | $74.1 萬 | 0.02% | −2,190−7.4% | 減碼 |
| Prudential PLC | 27,625 | $75.0 萬 | 0.01% | +9,188+49.8% | 加碼 |
| Banco Santander, S.A. | 27,661 | $75.1 萬 | 0.01% | 00.0% | 不變 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $76.0 萬 | 0.00% | +27,971 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 29,141 | $79.1 萬 | 0.01% | +7,957+37.6% | 加碼 |
| TD Asset Management Inc | 29,504 | $80.1 萬 | 0.00% | −129−0.4% | 減碼 |
| Elo Mutual Pension Insurance Co | 29,645 | $80.5 萬 | 0.02% | +77+0.3% | 加碼 |
| AXA S.A. | 30,003 | $81.5 萬 | 0.00% | −142,392−82.6% | 減碼 |
| SG Americas Securities, LLC | 30,198 | $82.0 萬 | 0.01% | +14,843+96.7% | 加碼 |
| Man Group plc | 30,304 | $82.3 萬 | 0.00% | – | – |
| Janus Henderson Group PLC | 30,687 | $83.4 萬 | 0.00% | −533−1.7% | 減碼 |
| Candriam Luxembourg S.C.A. | 31,776 | $86.3 萬 | 0.01% | −124,971−79.7% | 減碼 |
| Toroso Investments, LLC | 32,027 | $87.0 萬 | 0.03% | +1,756+5.8% | 加碼 |
| British Columbia Investment Management Corp | 32,403 | $88.0 萬 | 0.01% | −1,128−3.4% | 減碼 |
| Ritholtz Wealth Management | 32,641 | $88.7 萬 | 0.04% | +9,452+40.8% | 加碼 |
| Voloridge Investment Management, LLC | 35,112 | $95.4 萬 | 0.00% | +35,112 | 新進 |
| Verdence Capital Advisors LLC | 35,594 | $96.7 萬 | 0.11% | +665+1.9% | 加碼 |
| Integrated Advisors Network LLC | 35,647 | $96.8 萬 | 0.06% | +1,929+5.7% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 36,145 | $98.2 萬 | 0.44% | +7,077+24.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 36,903 | $100.2 萬 | 0.02% | −12,357−25.1% | 減碼 |
| AMG National Trust Bank | 37,023 | $100.6 萬 | 0.03% | −348−0.9% | 減碼 |
| Campbell & CO Investment Adviser LLC | 37,402 | $101.6 萬 | 0.18% | +37,402 | 新進 |
| Ontario Teachers Pension Plan Board | 37,693 | $102.4 萬 | 0.01% | +11,738+45.2% | 加碼 |
| Nissay Asset Management Corp | 38,377 | $104.2 萬 | 0.01% | −2,824−6.9% | 減碼 |
| Icon Advisers Inc | 39,200 | $106.5 萬 | 0.27% | 00.0% | 不變 |
| Oak Thistle LLC | 39,601 | $107.6 萬 | 0.57% | +39,601 | 新進 |
| Quinn Opportunity Partners LLC | 40,413 | $109.8 萬 | 0.15% | 00.0% | 不變 |
| Legacy Wealth Management, LLC | 40,870 | $111.0 萬 | 0.56% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $111.5 萬 | 0.02% | −139−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $111.9 萬 | 0.02% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 43,165 | $117.2 萬 | 0.00% | +1,025+2.4% | 加碼 |
| Rodgers Brothers Inc. | 43,900 | $119.2 萬 | 0.21% | −1,500−3.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 44,267 | $120.2 萬 | 0.01% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 44,483 | $120.8 萬 | 0.01% | −900−2.0% | 減碼 |
| Dark Forest Capital Management LP | 44,999 | $122.2 萬 | 0.13% | +44,999 | 新進 |
| Engineers Gate Manager LP | 45,078 | $122.4 萬 | 0.05% | −85,995−65.6% | 減碼 |