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 3 季 13F 持有人
Equitable Holdings, Inc. 在 2023/9/30 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
- 387
- 較 2023 年第 2 季 +9 家
- 持有股數
- 3.33 億
- 較 2023 年第 2 季 −1,234 萬 (−3.6%)
- 總市值
- $94.6 億
- 較 2023 年第 2 季 +$1.08 億 (+1.2%)
- 新進機構
- 49
- 另有 124 家加碼
- 清倉機構
- 40
- 另有 149 家減碼
另有 2 家機構在 2023 年第 2 季持有、還沒有申報 2023 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 37,565,700 | $10.7 億 | 0.03% | +402,720+1.1% | 加碼 |
| Price T Rowe Associates Inc | 32,491,914 | $9.22 億 | 0.14% | −1,491,190−4.4% | 減碼 |
| BlackRock Inc. | 29,448,406 | $8.36 億 | 0.02% | −282,528−1.0% | 減碼 |
| Pzena Investment Management LLC | 26,902,560 | $7.64 億 | 3.28% | +2,450,484+10.0% | 加碼 |
| Norges Bank | 20,050,643 | $5.69 億 | 0.12% | −567,937−2.8% | 減碼 |
| Canada Pension Plan Investment Board | 18,166,769 | $5.16 億 | 0.75% | 00.0% | 不變 |
| Wellington Management Group LLP | 17,223,089 | $4.89 億 | 0.10% | −3,549,097−17.1% | 減碼 |
| Sessa Capital IM, L.P. | 11,176,504 | $3.17 億 | 14.02% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 9,713,460 | $2.76 億 | 0.10% | +16,022+0.2% | 加碼 |
| Invesco Ltd. | 9,557,687 | $2.71 億 | 0.07% | −936,125−8.9% | 減碼 |
| State Street Corp | 9,508,708 | $2.70 億 | 0.01% | −235,166−2.4% | 減碼 |
| Conifer Management, L.L.C. | 7,600,000 | $2.16 億 | 24.32% | 00.0% | 不變 |
| First Trust Advisors LP | 6,214,346 | $1.76 億 | 0.21% | −177,731−2.8% | 減碼 |
| Thornburg Investment Management Inc | 5,446,769 | $1.55 億 | 2.54% | 00.0% | 不變 |
| Geode Capital Management, LLC | 5,015,294 | $1.42 億 | 0.02% | +75,222+1.5% | 加碼 |
| Dimensional Fund Advisors LP | 3,979,960 | $1.13 億 | 0.04% | +9,116+0.2% | 加碼 |
| Nuveen Asset Management, LLC | 3,765,119 | $1.07 億 | 0.04% | −218,412−5.5% | 減碼 |
| Hotchkis & Wiley Capital Management LLC | 3,341,032 | $9,485 萬 | 0.36% | −24,500−0.7% | 減碼 |
| Northern Trust Corp | 3,176,991 | $9,019 萬 | 0.02% | +45,999+1.5% | 加碼 |
| FIL Ltd | 3,096,800 | $8,792 萬 | 0.10% | +9,300+0.3% | 加碼 |
| Clearbridge Investments, LLC | 2,921,487 | $8,294 萬 | 0.08% | −570,736−16.3% | 減碼 |
| Morgan Stanley | 2,870,955 | $8,151 萬 | 0.01% | −136,547−4.5% | 減碼 |
| Goldman Sachs Group Inc | 2,549,613 | $7,238 萬 | 0.02% | +1,619,722+174.2% | 加碼 |
| Ensign Peak Advisors, Inc | 2,323,323 | $6,596 萬 | 0.14% | −507,689−17.9% | 減碼 |
| Charles Schwab Investment Management Inc | 2,073,759 | $5,887 萬 | 0.02% | +13,879+0.7% | 加碼 |
| Bank of New York Mellon Corp | 1,998,803 | $5,675 萬 | 0.01% | −42,968−2.1% | 減碼 |
| Legal & General Group Plc | 1,843,602 | $5,234 萬 | 0.02% | −61,792−3.2% | 減碼 |
| UBS Asset Management Americas Inc | 1,575,593 | $4,473 萬 | 0.02% | −188,868−10.7% | 減碼 |
| Millennium Management LLC | 1,514,727 | $4,300 萬 | 0.04% | +475,454+45.7% | 加碼 |
| Ci Investments Inc. | 1,512,377 | $4,294 萬 | 0.24% | −83,409−5.2% | 減碼 |
| Voya Investment Management LLC | 1,506,077 | $4,276 萬 | 0.05% | +319,638+26.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,496,714 | $4,249 萬 | 0.63% | −382,392−20.3% | 減碼 |
| Poplar Forest Capital LLC | 1,488,595 | $4,226 萬 | 4.90% | +190,501+14.7% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 1,452,776 | $4,124 萬 | 1.80% | +115,004+8.6% | 加碼 |
| Ameriprise Financial Inc | 1,433,296 | $4,069 萬 | 0.01% | −409,855−22.2% | 減碼 |
| FMR LLC | 1,337,388 | $3,797 萬 | 0.00% | −824,913−38.1% | 減碼 |
| Citadel Advisors LLC | 1,263,659 | $3,588 萬 | 0.04% | −2,434,743−65.8% | 減碼 |
| Swiss National Bank | 1,146,700 | $3,255 萬 | 0.03% | −149,900−11.6% | 減碼 |
| Lazard Asset Management LLC | 940,392 | $2,670 萬 | 0.04% | +314,468+50.2% | 加碼 |
| Storebrand Asset Management AS | 883,831 | $2,509 萬 | 0.12% | −13,553−1.5% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 875,483 | $2,485 萬 | 0.02% | −21,246−2.4% | 減碼 |
| Swedbank AB | 836,237 | $2,374 萬 | 0.04% | −165,705−16.5% | 減碼 |
| Bank of Montreal | 786,546 | $2,296 萬 | 0.01% | −60,256−7.1% | 減碼 |
| Credit Suisse AG | 797,838 | $2,265 萬 | 0.02% | −46,265−5.5% | 減碼 |
| AQR Capital Management LLC | 797,561 | $2,264 萬 | 0.05% | +89,110+12.6% | 加碼 |
| Robeco Institutional Asset Management B.V. | 709,969 | $2,016 萬 | 0.05% | −760,784−51.7% | 減碼 |
| Interval Partners, LP | 705,688 | $2,003 萬 | 0.82% | +518,046+276.1% | 加碼 |
| California Public Employees Retirement System | 698,889 | $1,984 萬 | 0.02% | +19,692+2.9% | 加碼 |
| Deutsche Bank AG | 631,451 | $1,793 萬 | 0.01% | −230,227−26.7% | 減碼 |
| California State Teachers Retirement System | 623,968 | $1,771 萬 | 0.03% | +11,391+1.9% | 加碼 |
| HSBC Holdings PLC | 622,138 | $1,767 萬 | 0.02% | +272,038+77.7% | 加碼 |
| Manufacturers Life Insurance Company, The | 593,017 | $1,684 萬 | 0.01% | +579,137+4,172.5% | 加碼 |
| Algebris (UK) Ltd | 578,278 | $1,645 萬 | 8.40% | +17,549+3.1% | 加碼 |
| LSV Asset Management | 575,677 | $1,634 萬 | 0.04% | −32,500−5.3% | 減碼 |
| Alyeska Investment Group, L.P. | 571,165 | $1,622 萬 | 0.11% | −31,798−5.3% | 減碼 |
| Barclays PLC | 511,843 | $1,453 萬 | 0.01% | −116,689−18.6% | 減碼 |
| Russell Investments Group, Ltd. | 509,261 | $1,444 萬 | 0.03% | +23,346+4.8% | 加碼 |
| Wells Fargo & Company | 499,398 | $1,418 萬 | 0.00% | −10,042−2.0% | 減碼 |
| Brandywine Global Investment Management, LLC | 487,229 | $1,383 萬 | 0.12% | +114,865+30.8% | 加碼 |
| Rhumbline Advisers | 484,586 | $1,376 萬 | 0.02% | −827−0.2% | 減碼 |
| Amundi | 493,217 | $1,356 萬 | 0.01% | −81,087−14.1% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 470,064 | $1,335 萬 | 0.03% | −95,861−16.9% | 減碼 |
| Bank of America Corp | 433,887 | $1,232 萬 | 0.00% | −67,240−13.4% | 減碼 |
| Putnam Investments LLC | 432,847 | $1,229 萬 | 0.02% | −6,582−1.5% | 減碼 |
| State Board of Administration of Florida Retirement System | 425,566 | $1,208 萬 | 0.03% | +540+0.1% | 加碼 |
| Soapstone Management L.P. | 425,000 | $1,207 萬 | 5.58% | −100,000−19.0% | 減碼 |
| Two Sigma Investments, LP | 422,276 | $1,199 萬 | 0.03% | +422,276 | 新進 |
| New York State Common Retirement Fund | 409,312 | $1,162 萬 | 0.02% | −57,240−12.3% | 減碼 |
| Royal Bank of Canada | 403,907 | $1,147 萬 | 0.00% | +326,259+420.2% | 加碼 |
| SEI Investments Co | 402,556 | $1,143 萬 | 0.02% | −28,580−6.6% | 減碼 |
| Thrivent Financial for Lutherans | 375,030 | $1,065 萬 | 0.03% | −1,539−0.4% | 減碼 |
| Allianz Asset Management GmbH | 362,163 | $1,028 萬 | 0.02% | −59,238−14.1% | 減碼 |
| Schonfeld Strategic Advisors LLC | 361,423 | $1,026 萬 | 0.09% | +133,512+58.6% | 加碼 |
| HRT Financial LP | 349,073 | $991.0 萬 | 0.10% | +349,073 | 新進 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 339,221 | $963.0 萬 | 0.04% | +163,155+92.7% | 加碼 |
| Community Trust & Investment Co | 336,863 | $956.4 萬 | 0.80% | +3,448+1.0% | 加碼 |
| CBOE Vest Financial, LLC | 316,299 | $898.0 萬 | 0.49% | +118,683+60.1% | 加碼 |
| Prana Capital Management, LP | 316,261 | $897.9 萬 | 0.58% | +316,261 | 新進 |
| Great West Life Assurance Co | 295,696 | $839.8 萬 | 0.02% | +3,407+1.2% | 加碼 |
| Stifel Financial Corp | 286,532 | $813.5 萬 | 0.01% | +176,332+160.0% | 加碼 |
| Levin Capital Strategies, L.P. | 276,679 | $785.5 萬 | 0.98% | +276,679 | 新進 |
| Weiss Multi-Strategy Advisers LLC | 274,375 | $779.0 萬 | 0.19% | −235,358−46.2% | 減碼 |
| Callodine Capital Management, LP | 267,500 | $759.4 萬 | 2.12% | +2,500+0.9% | 加碼 |
| Oppenheimer Asset Management Inc. | 266,665 | $757.1 萬 | 0.12% | −10,700−3.9% | 減碼 |
| Qube Research & Technologies Ltd | 250,120 | $710.1 萬 | 0.02% | −234,576−48.4% | 減碼 |
| American Century Companies Inc | 228,150 | $647.7 萬 | 0.00% | +61,598+37.0% | 加碼 |
| Graham Capital Management, L.P. | 224,482 | $637.3 萬 | 0.19% | +15,371+7.4% | 加碼 |
| Forsta Ap-Fonden | 222,400 | $631.4 萬 | 0.07% | −97,700−30.5% | 減碼 |
| Victory Capital Management Inc | 217,356 | $617.1 萬 | 0.01% | +48,467+28.7% | 加碼 |
| Hyperion Capital Advisors LP | 206,061 | $585.0 萬 | 3.21% | 00.0% | 不變 |
| UBS Group AG | 203,587 | $578.0 萬 | 0.00% | −58,204−22.2% | 減碼 |
| Citigroup Inc | 200,929 | $570.4 萬 | 0.01% | +48,717+32.0% | 加碼 |
| BlueMar Capital Management, LLC | 199,827 | $567.3 萬 | 5.95% | −19,741−9.0% | 減碼 |
| Susquehanna International Group, LLP | 199,615 | $566.7 萬 | 0.01% | −142,315−41.6% | 減碼 |
| Envestnet Asset Management Inc | 196,763 | $558.6 萬 | 0.00% | −23,388−10.6% | 減碼 |
| State of New Jersey Common Pension Fund D | 195,625 | $555.4 萬 | 0.02% | 00.0% | 不變 |
| Man Group plc | – | $554.5 萬 | 0.02% | – | – |
| State of Wisconsin Investment Board | 189,465 | $537.9 萬 | 0.02% | −246,075−56.5% | 減碼 |
| Eagle Asset Management Inc | 180,001 | $511.0 萬 | 0.03% | +1,677+0.9% | 加碼 |
| Pictet Asset Management Holding SA | 176,534 | $501.2 萬 | 0.01% | +176,534 | 新進 |