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 |
|---|---|---|---|---|---|
| LPL Financial LLC | 45,755 | $124.3 萬 | 0.00% | +7,722+20.3% | 加碼 |
| CI Private Wealth, LLC | 49,398 | $134.2 萬 | 0.00% | −16,645−25.2% | 減碼 |
| 1832 Asset Management L.P. | 49,982 | $135.8 萬 | 0.00% | −47,048−48.5% | 減碼 |
| Xponance, Inc. | 51,080 | $138.7 萬 | 0.02% | +37,963+289.4% | 加碼 |
| Teza Capital Management LLC | 51,403 | $139.6 萬 | 0.23% | +51,403 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 51,700 | $140.4 萬 | 0.15% | −5,200−9.1% | 減碼 |
| Walleye Trading LLC | 52,528 | $142.7 萬 | 0.07% | +7,185+15.8% | 加碼 |
| Achmea Investment Management B.V. | 52,561 | $142.7 萬 | 0.03% | +2,101+4.2% | 加碼 |
| First Republic Investment Management, Inc. | 52,989 | $143.9 萬 | 0.01% | −7,813−12.8% | 減碼 |
| EJF Capital LLC | 55,500 | $150.7 萬 | 0.69% | +5,000+9.9% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 58,184 | $158.0 萬 | 0.00% | −387,534−86.9% | 減碼 |
| Utah Retirement Systems | 61,338 | $166.6 萬 | 0.02% | −4,200−6.4% | 減碼 |
| Allspring Global Investments Holdings, LLC | 61,486 | $167.0 萬 | 0.00% | +28,071+84.0% | 加碼 |
| Oregon Public Employees Retirement Fund | 62,687 | $170.3 萬 | 0.02% | −49,404−44.1% | 減碼 |
| Alliancebernstein L.P. | 62,704 | $170.3 萬 | 0.00% | −39,881−38.9% | 減碼 |
| Duality Advisers, LP | 63,613 | $172.8 萬 | 0.22% | +63,613 | 新進 |
| Searle & Co. | 60,300 | $173.0 萬 | 0.54% | +1,400+2.4% | 加碼 |
| Shell Asset Management Co | 63,797 | $173.3 萬 | 0.07% | +50,572+382.4% | 加碼 |
| Greenwich Investment Management, Inc. | 64,558 | $175.3 萬 | 1.32% | −450−0.7% | 減碼 |
| Tredje AP-fonden | 64,807 | $176.0 萬 | 0.02% | −13,659−17.4% | 減碼 |
| Handelsbanken Fonder AB | 68,200 | $185.2 萬 | 0.01% | +3,500+5.4% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 70,623 | $191.8 萬 | 0.06% | +70,623 | 新進 |
| Ethic Inc. | 72,042 | $195.7 萬 | 0.07% | +72,042 | 新進 |
| BTC Capital Management, Inc. | 75,309 | $203.8 萬 | 0.22% | +1,871+2.5% | 加碼 |
| DekaBank Deutsche Girozentrale | 77,028 | $206.7 萬 | 0.00% | +1,867+2.5% | 加碼 |
| Royal Bank of Canada | 77,648 | $210.9 萬 | 0.00% | −748,603−90.6% | 減碼 |
| Amalgamated Bank | 78,590 | $213.5 萬 | 0.02% | +40,083+104.1% | 加碼 |
| Dynamic Technology Lab Private Ltd | 78,739 | $213.9 萬 | 0.27% | +43,139+121.2% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 84,397 | $229.2 萬 | 0.03% | −100,000−54.2% | 減碼 |
| Hennessy Advisors Inc | 84,400 | $229.2 萬 | 0.17% | −2,100−2.4% | 減碼 |
| Janney Montgomery Scott LLC | 84,497 | $229.5 萬 | 0.01% | +84,497 | 新進 |
| Kendall Capital Management | 86,759 | $235.6 萬 | 1.03% | −690−0.8% | 減碼 |
| D. E. Shaw & Co., Inc. | 87,793 | $238.4 萬 | 0.00% | −413,482−82.5% | 減碼 |
| Alaska Permanent Fund Corp | 87,800 | $238.5 萬 | 0.05% | +87,800 | 新進 |
| Vident Investment Advisory, LLC | 87,959 | $238.8 萬 | 0.08% | +1,418+1.6% | 加碼 |
| Nomura Asset Management Co Ltd | 89,743 | $243.7 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Omaha | 91,020 | $247.2 萬 | 0.14% | −2,130−2.3% | 減碼 |
| Power Corp of Canada | 93,686 | $254.5 萬 | 0.26% | −76,073−44.8% | 減碼 |
| Chartwell Investment Partners, LLC | 95,055 | $258.2 萬 | 0.09% | +33,709+54.9% | 加碼 |
| Franklin Resources Inc | 95,471 | $259.3 萬 | 0.00% | −72,316−43.1% | 減碼 |
| Principal Financial Group Inc | 95,609 | $259.7 萬 | 0.00% | −21,359−18.3% | 減碼 |
| DnB Asset Management AS | 97,358 | $264.4 萬 | 0.02% | +11,737+13.7% | 加碼 |
| Arizona State Retirement System | 97,990 | $266.1 萬 | 0.02% | −9,592−8.9% | 減碼 |
| Macquarie Group Ltd | 99,601 | $270.5 萬 | 0.00% | −1,041−1.0% | 減碼 |
| Nisa Investment Advisors, LLC | 99,706 | $270.8 萬 | 0.02% | +76,556+330.7% | 加碼 |
| IFM Investors Pty Ltd | 100,821 | $273.8 萬 | 0.04% | −18,718−15.7% | 減碼 |
| Hohimer Wealth Management, LLC | 102,771 | $279.1 萬 | 0.77% | −5,330−4.9% | 減碼 |
| Toronto Dominion Bank | 103,535 | $281.0 萬 | 0.00% | −24,391−19.1% | 減碼 |
| Stifel Financial Corp | 110,200 | $299.3 萬 | 0.00% | +13,232+13.6% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 110,758 | $300.8 萬 | 0.02% | −481,848−81.3% | 減碼 |
| Korea Investment CORP | 111,439 | $302.7 萬 | 0.01% | −202,658−64.5% | 減碼 |
| Jane Street Group, LLC | 113,670 | $308.7 萬 | 0.00% | −171,055−60.1% | 減碼 |
| Intech Investment Management LLC | 114,808 | $311.8 萬 | 0.03% | +88,457+335.7% | 加碼 |
| ExodusPoint Capital Management, LP | 114,840 | $311.9 萬 | 0.04% | −185,706−61.8% | 減碼 |
| Quantbot Technologies LP | 116,891 | $317.5 萬 | 0.21% | +57,163+95.7% | 加碼 |
| TCW Group Inc | 120,559 | $327.4 萬 | 0.04% | +55,887+86.4% | 加碼 |
| Foster & Motley Inc | 125,076 | $339.7 萬 | 0.26% | −834−0.7% | 減碼 |
| Royal London Asset Management Ltd | 125,370 | $340.6 萬 | 0.01% | 00.0% | 不變 |
| Standard Life Aberdeen plc | 126,055 | $342.4 萬 | 0.01% | +7,127+6.0% | 加碼 |
| Keeley-Teton Advisors, LLC | 128,303 | $348.5 萬 | 0.45% | −26,262−17.0% | 減碼 |
| Algert Global LLC | 141,014 | $383.0 萬 | 0.17% | +55,464+64.8% | 加碼 |
| Benson Investment Management Company, Inc. | 148,867 | $404.3 萬 | 2.24% | +148,867 | 新進 |
| Highland Capital Management, LLC | 152,043 | $412.9 萬 | 0.27% | −2,500−1.6% | 減碼 |
| Citigroup Inc | 152,212 | $413.4 萬 | 0.01% | −129,497−46.0% | 減碼 |
| Pictet Asset Management SA | 152,716 | $414.8 萬 | 0.00% | +1,274+0.8% | 加碼 |
| Asset Management One Co.,Ltd. | 153,260 | $416.3 萬 | 0.02% | +8,011+5.5% | 加碼 |
| Treasurer of the State of North Carolina | 156,218 | $424.3 萬 | 0.02% | −4,930−3.1% | 減碼 |
| Raymond James & Associates | 156,842 | $426.0 萬 | 0.00% | −116,528−42.6% | 減碼 |
| Kempner Capital Management Inc. | 159,428 | $433.0 萬 | 2.77% | 00.0% | 不變 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 159,994 | $434.5 萬 | 0.01% | −222,508−58.2% | 減碼 |
| Uniplan Investment Counsel, Inc. | 160,043 | $434.6 萬 | 0.32% | −3,064−1.9% | 減碼 |
| Nordea Investment Management AB | 162,137 | $438.9 萬 | 0.01% | +2,686+1.7% | 加碼 |
| Public Employees Retirement System of Ohio | 161,763 | $439.3 萬 | 0.02% | −21,501−11.7% | 減碼 |
| Assenagon Asset Management S.A. | 166,032 | $450.9 萬 | 0.02% | +155,933+1,544.0% | 加碼 |
| American Century Companies Inc | 166,552 | $452.4 萬 | 0.00% | +6,662+4.2% | 加碼 |
| Victory Capital Management Inc | 168,889 | $458.7 萬 | 0.01% | −51,448−23.3% | 減碼 |
| Mn Services Vermogensbeheer B.V. | 171,000 | $464.4 萬 | 0.04% | −19,300−10.1% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 176,066 | $478.2 萬 | 0.02% | −224,174−56.0% | 減碼 |
| Eagle Asset Management Inc | 178,324 | $484.3 萬 | 0.03% | +11,780+7.1% | 加碼 |
| Wedge Capital Management L L P | 187,497 | $509.2 萬 | 0.08% | −958,023−83.6% | 減碼 |
| Interval Partners, LP | 187,642 | $509.6 萬 | 0.26% | −94,071−33.4% | 減碼 |
| State of New Jersey Common Pension Fund D | 195,625 | $531.3 萬 | 0.02% | 00.0% | 不變 |
| CBOE Vest Financial, LLC | 197,616 | $537.1 萬 | 0.50% | +140,149+243.9% | 加碼 |
| Panagora Asset Management Inc | 200,280 | $544.0 萬 | 0.03% | −684,593−77.4% | 減碼 |
| Hyperion Capital Advisors LP | 206,061 | $559.7 萬 | 3.04% | 00.0% | 不變 |
| Holocene Advisors, LP | 207,220 | $562.8 萬 | 0.02% | −52,512−20.2% | 減碼 |
| Graham Capital Management, L.P. | 209,111 | $567.9 萬 | 0.19% | +54,787+35.5% | 加碼 |
| BlueMar Capital Management, LLC | 219,568 | $596.3 萬 | 5.72% | −5,711−2.5% | 減碼 |
| Envestnet Asset Management Inc | 220,151 | $597.9 萬 | 0.00% | −1,471,534−87.0% | 減碼 |
| Schonfeld Strategic Advisors LLC | 227,911 | $619.0 萬 | 0.05% | −586,168−72.0% | 減碼 |
| Twinbeech Capital LP | 256,579 | $696.9 萬 | 0.14% | −354,497−58.0% | 減碼 |
| Cinctive Capital Management LP | 260,938 | $708.7 萬 | 0.28% | +260,938 | 新進 |
| Andra AP-fonden | 261,300 | $709.7 萬 | 0.18% | +53,000+25.4% | 加碼 |
| UBS Group AG | 261,791 | $711.0 萬 | 0.00% | +6,010+2.3% | 加碼 |
| Callodine Capital Management, LP | 265,000 | $719.7 萬 | 2.07% | −215,000−44.8% | 減碼 |
| Oppenheimer Asset Management Inc. | 277,365 | $753.3 萬 | 0.11% | +27,715+11.1% | 加碼 |
| JPMorgan Chase & Co | 291,983 | $793.0 萬 | 0.00% | +95,468+48.6% | 加碼 |
| Great West Life Assurance Co | 292,289 | $798.1 萬 | 0.02% | −10,189−3.4% | 減碼 |
| Hudson Bay Capital Management LP | 300,000 | $814.8 萬 | 0.08% | +100,000+50.0% | 加碼 |
| Point72 Asset Management, L.P. | 300,200 | $815.3 萬 | 0.03% | −170,824−36.3% | 減碼 |