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 |
|---|---|---|---|---|---|
| Echo Street Capital Management LLC | 9,071 | $25.8 萬 | 0.00% | +9,071 | 新進 |
| Cresset Asset Management, LLC | 9,189 | $26.1 萬 | 0.00% | +9,189 | 新進 |
| MAI Capital Management | 9,260 | $26.3 萬 | 0.00% | +289+3.2% | 加碼 |
| Integrated Wealth Concepts LLC | 9,365 | $26.6 萬 | 0.00% | +452+5.1% | 加碼 |
| State of Michigan Retirement System | 9,386 | $26.6 萬 | 0.00% | −1,700−15.3% | 減碼 |
| Aquatic Capital Management LLC | 9,600 | $27.3 萬 | 0.01% | +9,600 | 新進 |
| Cerity Partners LLC | 9,780 | $27.8 萬 | 0.00% | +1,415+16.9% | 加碼 |
| Van Leeuwen & Company, LLC | 9,877 | $28.0 萬 | 0.17% | 00.0% | 不變 |
| Diametric Capital, LP | 10,029 | $28.5 萬 | 0.12% | +10,029 | 新進 |
| PEAK6 Investments LLC | 10,113 | $28.7 萬 | 0.01% | +10,113 | 新進 |
| NBC Securities, Inc. | 10,222 | $29.0 萬 | 0.03% | +10,222 | 新進 |
| Signaturefd, LLC | 10,359 | $29.4 萬 | 0.01% | −200−1.9% | 減碼 |
| US Bancorp | 10,467 | $29.7 萬 | 0.00% | +471+4.7% | 加碼 |
| Greenland Capital Management LP | 10,739 | $30.5 萬 | 0.04% | +10,739 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $30.7 萬 | 0.11% | −190−1.7% | 減碼 |
| Capital Insight Partners, LLC | 10,836 | $30.8 萬 | 0.07% | +1,056+10.8% | 加碼 |
| Axq Capital, LP | 10,900 | $30.9 萬 | 0.11% | +10,900 | 新進 |
| Tokio Marine Asset Management Co Ltd | 11,020 | $31.3 萬 | 0.02% | +1,866+20.4% | 加碼 |
| Rothschild Investment Corp | 11,425 | $32.4 萬 | 0.03% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 11,811 | $33.5 萬 | 0.00% | −3,137−21.0% | 減碼 |
| Prudential Financial Inc | 11,961 | $34.0 萬 | 0.00% | −7,566−38.7% | 減碼 |
| CIBC Asset Management Inc | 12,236 | $34.7 萬 | 0.00% | −467−3.7% | 減碼 |
| Gsa Capital Partners LLP | 12,249 | $34.8 萬 | 0.03% | −14,936−54.9% | 減碼 |
| Boston Private Wealth LLC | 12,435 | $35.3 萬 | 0.01% | +1,916+18.2% | 加碼 |
| Mirova | 12,599 | $35.8 萬 | 0.07% | −3,051−19.5% | 減碼 |
| Quantinno Capital Management LP | 12,835 | $36.4 萬 | 0.02% | +12,835 | 新進 |
| APG Asset Management N.V. | 13,060 | $37.1 萬 | 0.00% | −653,151−98.0% | 減碼 |
| Point72 Asset Management, L.P. | 13,150 | $37.3 萬 | 0.00% | −287,050−95.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 13,326 | $37.8 萬 | 0.00% | 00.0% | 不變 |
| M&T Bank Corp | 13,443 | $38.2 萬 | 0.00% | −92−0.7% | 減碼 |
| Epoch Investment Partners, Inc. | 13,839 | $39.3 萬 | 0.00% | −830−5.7% | 減碼 |
| Advisor Group Holdings, Inc. | 13,980 | $39.7 萬 | 0.00% | +2,853+25.6% | 加碼 |
| Commonwealth Equity Services, LLC | 14,324 | $40.7 萬 | 0.00% | −10,050−41.2% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $41.7 萬 | 0.02% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 15,046 | $42.7 萬 | 0.05% | +5,113+51.5% | 加碼 |
| M Holdings Securities, Inc. | 15,226 | $43.2 萬 | 0.06% | +15,226 | 新進 |
| Abn Amro Investment Solutions | 15,600 | $44.3 萬 | 0.01% | −5,225−25.1% | 減碼 |
| JustInvest LLC | 15,852 | $45.0 萬 | 0.01% | +1,487+10.4% | 加碼 |
| Mariner, LLC | 15,945 | $45.3 萬 | 0.00% | −346−2.1% | 減碼 |
| CSS LLC | 15,995 | $45.4 萬 | 0.04% | −4,000−20.0% | 減碼 |
| Achmea Investment Management B.V. | 16,323 | $46.4 萬 | 0.01% | −36,238−68.9% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 16,527 | $46.9 萬 | 0.03% | +3,976+31.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $47.9 萬 | 0.01% | −12,260−42.1% | 減碼 |
| Comerica Bank | 17,022 | $48.3 萬 | 0.00% | −830,479−98.0% | 減碼 |
| Greenleaf Trust | 17,805 | $50.5 萬 | 0.01% | +20+0.1% | 加碼 |
| Boothbay Fund Management, LLC | 17,984 | $51.1 萬 | 0.02% | +5,316+42.0% | 加碼 |
| Gotham Asset Management, LLC | 18,316 | $52.0 萬 | 0.01% | −2,634−12.6% | 減碼 |
| Ossiam | 18,413 | $52.3 萬 | 0.01% | +10,421+130.4% | 加碼 |
| Jacobs Levy Equity Management, Inc | 18,501 | $52.5 萬 | 0.00% | +18,501 | 新進 |
| FinTrust Capital Advisors, LLC | 18,553 | $52.7 萬 | 0.12% | +10,754+137.9% | 加碼 |
| Federated Hermes, Inc. | 18,738 | $53.2 萬 | 0.00% | −7,305−28.0% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 18,875 | $53.6 萬 | 0.00% | +18,875 | 新進 |
| Anchor Investment Management, LLC | 20,503 | $58.2 萬 | 0.08% | −542−2.6% | 減碼 |
| Daiwa Securities Group Inc. | 21,093 | $59.9 萬 | 0.00% | 00.0% | 不變 |
| Fulton Bank, N.A. | 21,147 | $60.0 萬 | 0.03% | +353+1.7% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 21,393 | $60.7 萬 | 0.00% | −3,403−13.7% | 減碼 |
| First National Advisers, LLC | 21,754 | $61.8 萬 | 0.28% | +8,665+66.2% | 加碼 |
| MetLife Investment Management | 21,972 | $62.4 萬 | 0.00% | +100.0% | 加碼 |
| Caxton Associates LP | 22,266 | $63.2 萬 | 0.09% | +22,266 | 新進 |
| Prudential PLC | 22,546 | $64.0 萬 | 0.01% | −5,079−18.4% | 減碼 |
| Capital Fund Management S.A. | 23,412 | $66.5 萬 | 0.01% | +23,412 | 新進 |
| Prelude Capital Management, LLC | 23,790 | $67.5 萬 | 0.06% | +23,790 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $67.9 萬 | 0.01% | −97−0.4% | 減碼 |
| Gabelli Funds LLC | 24,000 | $68.1 萬 | 0.01% | +1,000+4.3% | 加碼 |
| Ostrum Asset Management | 24,861 | $70.6 萬 | 0.07% | +14,422+138.2% | 加碼 |
| Oak Thistle LLC | 24,915 | $70.7 萬 | 0.21% | −14,686−37.1% | 減碼 |
| Pitcairn Co | 26,735 | $75.9 萬 | 0.06% | +1,620+6.5% | 加碼 |
| Voloridge Investment Management, LLC | 27,231 | $77.3 萬 | 0.00% | −7,881−22.4% | 減碼 |
| Maryland State Retirement & Pension System | 27,283 | $77.5 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 27,566 | $78.3 萬 | 0.01% | +418+1.5% | 加碼 |
| TD Asset Management Inc | 27,804 | $78.9 萬 | 0.00% | −1,700−5.8% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 27,971 | $79.4 萬 | 0.00% | 00.0% | 不變 |
| Elo Mutual Pension Insurance Co | 30,082 | $85.4 萬 | 0.03% | +437+1.5% | 加碼 |
| Toroso Investments, LLC | 30,301 | $86.0 萬 | 0.03% | −1,726−5.4% | 減碼 |
| Centiva Capital, LP | 30,302 | $86.0 萬 | 0.04% | +15,534+105.2% | 加碼 |
| Janus Henderson Group PLC | 30,502 | $86.6 萬 | 0.00% | −185−0.6% | 減碼 |
| Integrated Advisors Network LLC | 31,413 | $89.2 萬 | 0.05% | −4,234−11.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 31,659 | $89.9 萬 | 0.03% | +28,163+805.6% | 加碼 |
| Candriam Luxembourg S.C.A. | 31,776 | $90.2 萬 | 0.01% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 32,403 | $92.0 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 33,005 | $93.7 萬 | 0.00% | +33,005 | 新進 |
| Ritholtz Wealth Management | 33,102 | $94.0 萬 | 0.04% | +461+1.4% | 加碼 |
| Gulf International Bank (UK) Ltd | 33,890 | $96.2 萬 | 0.03% | −3,013−8.2% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,046 | $96.7 萬 | 0.45% | −2,099−5.8% | 減碼 |
| Fox Run Management, L.L.C. | 34,125 | $96.9 萬 | 0.29% | +34,125 | 新進 |
| Global Endowment Management, LP | 34,502 | $98.0 萬 | 0.10% | +34,502 | 新進 |
| Verition Fund Management LLC | 35,217 | $100.0 萬 | 0.01% | +24,848+239.6% | 加碼 |
| Verdence Capital Advisors LLC | 37,182 | $105.6 萬 | 0.11% | +1,588+4.5% | 加碼 |
| Icon Advisers Inc | 39,200 | $111.3 萬 | 0.28% | 00.0% | 不變 |
| Nissay Asset Management Corp | 39,289 | $111.5 萬 | 0.01% | +912+2.4% | 加碼 |
| Quinn Opportunity Partners LLC | 40,413 | $114.7 萬 | 0.15% | 00.0% | 不變 |
| New York Life Investment Management LLC | 40,481 | $114.9 萬 | 0.01% | +18,785+86.6% | 加碼 |
| Investment Management Corp of Ontario | 40,505 | $115.0 萬 | 0.05% | +40,505 | 新進 |
| Legacy Wealth Management, LLC | 40,870 | $116.0 萬 | 0.60% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 41,057 | $116.6 萬 | 0.02% | 00.0% | 不變 |
| Aigen Investment Management, LP | 41,099 | $116.7 萬 | 0.22% | +41,099 | 新進 |
| Illinois Municipal Retirement Fund | 41,213 | $117.0 萬 | 0.02% | 00.0% | 不變 |
| AMG National Trust Bank | 43,134 | $122.5 萬 | 0.04% | +6,111+16.5% | 加碼 |
| Public Employees Retirement Association of Colorado | 44,267 | $125.7 萬 | 0.01% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 44,483 | $126.3 萬 | 0.01% | 00.0% | 不變 |