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 4 季 13F 持有人
Equitable Holdings, Inc. 在 2023/12/31 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
- 424
- 較 2023 年第 3 季 +41 家
- 持有股數
- 3.31 億
- 較 2023 年第 3 季 −227.7 萬 (−0.7%)
- 總市值
- $109.8 億
- 較 2023 年第 3 季 +$15.3 億 (+16.2%)
- 新進機構
- 84
- 另有 136 家加碼
- 清倉機構
- 43
- 另有 153 家減碼
另有 4 家機構在 2023 年第 3 季持有、還沒有申報 2023 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cetera Investment Advisers | 6,799 | $22.6 萬 | 0.00% | +6,799 | 新進 |
| Vontobel Holding Ltd. | 6,979 | $23.2 萬 | 0.00% | +6,979 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 7,104 | $23.7 萬 | 0.00% | +7,104 | 新進 |
| Ascent Group, LLC | 7,005 | $23.9 萬 | 0.02% | −981−12.3% | 減碼 |
| Paradigm Asset Management Co LLC | 7,300 | $24.3 萬 | 0.06% | 00.0% | 不變 |
| Pacific Global Investment Management CO | 7,384 | $24.6 萬 | 0.05% | 00.0% | 不變 |
| Captrust Financial Advisors | 7,432 | $24.7 萬 | 0.00% | +7,432 | 新進 |
| Tributary Capital Management, LLC | 7,500 | $25.0 萬 | 0.02% | 00.0% | 不變 |
| Bleakley Financial Group, LLC | 7,648 | $25.5 萬 | 0.01% | +143+1.9% | 加碼 |
| Kathmere Capital Management, LLC | 7,699 | $25.6 萬 | 0.03% | −1,317−14.6% | 減碼 |
| Thoroughbred Financial Services, LLC | 7,894 | $26.2 萬 | 0.02% | 00.0% | 不變 |
| Truist Financial Corp | 7,888 | $26.3 萬 | 0.00% | +684+9.5% | 加碼 |
| Signaturefd, LLC | 7,992 | $26.6 萬 | 0.01% | −2,367−22.8% | 減碼 |
| We Are One Seven, LLC | 8,118 | $27.0 萬 | 0.02% | +438+5.7% | 加碼 |
| Romano Brothers and Company | 8,175 | $27.2 萬 | 0.04% | −175−2.1% | 減碼 |
| Campbell & CO Investment Adviser LLC | 8,193 | $27.3 萬 | 0.02% | +8,193 | 新進 |
| Cerity Partners LLC | 8,256 | $27.5 萬 | 0.00% | −1,524−15.6% | 減碼 |
| Veriti Management LLC | 8,373 | $27.9 萬 | 0.02% | +101+1.2% | 加碼 |
| Boston Private Wealth LLC | 8,611 | $28.7 萬 | 0.01% | −3,824−30.8% | 減碼 |
| Pathstone Holdings, LLC | 8,626 | $28.9 萬 | 0.00% | +8,626 | 新進 |
| MAI Capital Management | 8,929 | $29.7 萬 | 0.00% | −331−3.6% | 減碼 |
| SG Americas Securities, LLC | 9,372 | $31.2 萬 | 0.00% | −126,020−93.1% | 減碼 |
| Integrated Wealth Concepts LLC | 9,394 | $31.3 萬 | 0.01% | +29+0.3% | 加碼 |
| Virtu Financial LLC | 9,458 | $31.5 萬 | 0.02% | +9,458 | 新進 |
| Cresset Asset Management, LLC | 9,483 | $31.6 萬 | 0.00% | +294+3.2% | 加碼 |
| Cetera Advisors LLC | 9,619 | $32.0 萬 | 0.00% | +9,619 | 新進 |
| US Bancorp | 9,645 | $32.1 萬 | 0.00% | −822−7.9% | 減碼 |
| CIBC World Markets Corp | 9,677 | $32.2 萬 | 0.00% | +9,677 | 新進 |
| Scientech Research LLC | 9,739 | $32.4 萬 | 0.32% | +9,739 | 新進 |
| NBC Securities, Inc. | 10,126 | $33.7 萬 | 0.03% | −96−0.9% | 減碼 |
| Advisory Services Network, LLC | 10,485 | $34.9 萬 | 0.01% | +10,485 | 新進 |
| Ellevest, Inc. | 10,799 | $36.0 萬 | 0.02% | +10,799 | 新進 |
| Asahi Life Asset Management Co., Ltd. | 10,800 | $36.0 萬 | 0.20% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 10,883 | $36.2 萬 | 0.04% | +10,883 | 新進 |
| CIBC World Markets Inc. | 10,998 | $36.6 萬 | 0.00% | +3,779+52.3% | 加碼 |
| Capstone Investment Advisors, LLC | 11,397 | $38.0 萬 | 0.01% | +11,397 | 新進 |
| Rothschild Investment LLC | 11,425 | $38.0 萬 | 0.03% | +11,425 | 新進 |
| CIBC Asset Management Inc | 11,444 | $38.1 萬 | 0.00% | −792−6.5% | 減碼 |
| M&T Bank Corp | 11,905 | $39.6 萬 | 0.00% | −1,538−11.4% | 減碼 |
| Van Leeuwen & Company, LLC | 11,993 | $39.9 萬 | 0.23% | +2,116+21.4% | 加碼 |
| Capital Insight Partners, LLC | 12,068 | $40.2 萬 | 0.08% | +1,232+11.4% | 加碼 |
| The PNC Financial Services Group, Inc. | 12,396 | $41.3 萬 | 0.00% | +5,471+79.0% | 加碼 |
| Acadian Asset Management LLC | 12,427 | $41.3 萬 | 0.00% | −94,589−88.4% | 減碼 |
| Abn Amro Investment Solutions | 12,409 | $41.3 萬 | 0.01% | −3,191−20.5% | 減碼 |
| Pinnacle Associates Ltd | 12,410 | $41.3 萬 | 0.01% | +12,410 | 新進 |
| Stephens Inc | 12,494 | $41.6 萬 | 0.01% | +12,494 | 新進 |
| Equitable Holdings, Inc. | 12,562 | $41.8 萬 | 0.01% | +751+6.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 12,569 | $41.9 萬 | 0.02% | +1,549+14.1% | 加碼 |
| Creative Planning | 12,893 | $42.9 萬 | 0.00% | +4,499+53.6% | 加碼 |
| Centiva Capital, LP | 13,037 | $43.4 萬 | 0.03% | −17,265−57.0% | 減碼 |
| Pitcairn Co | 13,070 | $43.5 萬 | 0.03% | −13,665−51.1% | 減碼 |
| Edgestream Partners, L.P. | 13,225 | $44.0 萬 | 0.03% | +13,225 | 新進 |
| Federation des caisses Desjardins du Quebec | 13,326 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| Aviva PLC | 13,623 | $45.4 萬 | 0.00% | −51,651−79.1% | 減碼 |
| Shelton Capital Management | 13,723 | $45.7 萬 | 0.01% | +13,723 | 新進 |
| Sawtooth Solutions, LLC | 13,787 | $45.9 萬 | 0.01% | +6,282+83.7% | 加碼 |
| Epoch Investment Partners, Inc. | 13,839 | $46.1 萬 | 0.00% | 00.0% | 不變 |
| Boothbay Fund Management, LLC | 14,061 | $46.8 萬 | 0.02% | −3,923−21.8% | 減碼 |
| Handelsinvest Investeringsforvaltning | 14,125 | $47.0 萬 | 0.19% | −105,875−88.2% | 減碼 |
| Bank of Nova Scotia | 14,164 | $47.2 萬 | 0.00% | −121,042−89.5% | 減碼 |
| Gotham Asset Management, LLC | 14,297 | $47.6 萬 | 0.01% | −4,019−21.9% | 減碼 |
| Machina Capital S.A.S. | 14,380 | $47.9 萬 | 0.31% | +14,380 | 新進 |
| CSS LLC | 14,395 | $47.9 萬 | 0.04% | −1,600−10.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $49.0 萬 | 0.02% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 15,112 | $50.3 萬 | 0.05% | +66+0.4% | 加碼 |
| Quantinno Capital Management LP | 15,333 | $51.1 萬 | 0.02% | +2,498+19.5% | 加碼 |
| Teacher Retirement System of Texas | 16,006 | $53.3 萬 | 0.00% | −11,560−41.9% | 減碼 |
| Profund Advisors LLC | 16,340 | $54.4 萬 | 0.02% | +16,340 | 新進 |
| ProShare Advisors LLC | 16,736 | $55.7 萬 | 0.00% | +16,736 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $56.2 萬 | 0.01% | 00.0% | 不變 |
| Schonfeld Strategic Advisors LLC | 17,040 | $56.7 萬 | 0.00% | −344,383−95.3% | 減碼 |
| APG Asset Management N.V. | 18,866 | $56.9 萬 | 0.00% | +5,806+44.5% | 加碼 |
| Mariner, LLC | 17,232 | $57.4 萬 | 0.00% | +1,287+8.1% | 加碼 |
| Investment Management Corp of Ontario | 17,340 | $57.7 萬 | 0.01% | −23,165−57.2% | 減碼 |
| FinTrust Capital Advisors, LLC | 17,733 | $59.1 萬 | 0.12% | −820−4.4% | 減碼 |
| Swiss Life Asset Management Ltd | 17,775 | $59.4 萬 | 0.01% | +17,775 | 新進 |
| Greenleaf Trust | 17,973 | $59.9 萬 | 0.01% | +168+0.9% | 加碼 |
| Rodgers Brothers Inc. | 18,500 | $61.6 萬 | 0.10% | −27,650−59.9% | 減碼 |
| Jacobs Levy Equity Management, Inc | 18,501 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 19,043 | $63.4 萬 | 0.04% | +2,516+15.2% | 加碼 |
| Algert Global LLC | 19,520 | $65.0 萬 | 0.03% | +19,520 | 新進 |
| Anchor Investment Management, LLC | 20,510 | $68.3 萬 | 0.08% | +70.0% | 加碼 |
| Ossiam | 20,677 | $68.9 萬 | 0.01% | +2,264+12.3% | 加碼 |
| Crossmark Global Holdings, Inc. | 20,870 | $69.5 萬 | 0.01% | +20,870 | 新進 |
| Prudential Financial Inc | 21,013 | $70.0 萬 | 0.00% | +9,052+75.7% | 加碼 |
| Advisor Group Holdings, Inc. | 21,760 | $72.4 萬 | 0.00% | +7,780+55.7% | 加碼 |
| Daiwa Securities Group Inc. | 21,793 | $72.6 萬 | 0.00% | +700+3.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 21,825 | $72.7 萬 | 0.01% | −9,951−31.3% | 減碼 |
| Fulton Bank, N.A. | 21,990 | $73.2 萬 | 0.03% | +843+4.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 22,154 | $73.8 萬 | 0.00% | +761+3.6% | 加碼 |
| Prudential PLC | 22,398 | $74.6 萬 | 0.01% | −148−0.7% | 減碼 |
| Aquatic Capital Management LLC | 23,300 | $77.6 萬 | 0.02% | +13,700+142.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,917 | $79.6 萬 | 0.01% | 00.0% | 不變 |
| Gabelli Funds LLC | 24,000 | $79.9 萬 | 0.01% | 00.0% | 不變 |
| Trexquant Investment LP | 25,045 | $83.4 萬 | 0.02% | +25,045 | 新進 |
| Janney Montgomery Scott LLC | 25,956 | $86.4 萬 | 0.00% | −57,015−68.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 26,490 | $88.2 萬 | 0.02% | +26,490 | 新進 |
| Public Employees Retirement Association of Colorado | 26,805 | $89.3 萬 | 0.00% | −17,462−39.4% | 減碼 |
| Ellsworth Advisors, LLC | 26,839 | $89.4 萬 | 0.28% | +26,839 | 新進 |
| Securian Asset Management, Inc | 26,851 | $89.4 萬 | 0.03% | +26,851 | 新進 |