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 |
|---|---|---|---|---|---|
| Zacks Investment Management | 42,244 | $90.1 萬 | 0.01% | +42,244 | 新進 |
| Maryland State Retirement & Pension System | 27,283 | $90.9 萬 | 0.02% | 00.0% | 不變 |
| Toroso Investments, LLC | 27,443 | $91.4 萬 | 0.02% | −2,858−9.4% | 減碼 |
| JustInvest LLC | 27,758 | $92.4 萬 | 0.02% | +11,906+75.1% | 加碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 28,010 | $93.3 萬 | 0.03% | −33,613−54.5% | 減碼 |
| Global Endowment Management, LP | 29,102 | $96.9 萬 | 0.11% | −5,400−15.7% | 減碼 |
| Lecap Asset Management Ltd | 29,314 | $97.6 萬 | 0.36% | +29,314 | 新進 |
| Gulf International Bank (UK) Ltd | 29,513 | $98.2 萬 | 0.03% | −4,377−12.9% | 減碼 |
| HighTower Advisors, LLC | 29,531 | $98.4 萬 | 0.00% | −3,474−10.5% | 減碼 |
| Point72 Hong Kong Ltd | 29,822 | $99.3 萬 | 0.06% | +29,822 | 新進 |
| Mesirow Financial Investment Management, Inc. | 30,015 | $100.0 萬 | 0.04% | +30,015 | 新進 |
| Janus Henderson Group PLC | 30,185 | $100.5 萬 | 0.00% | −317−1.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 30,326 | $101.0 萬 | 0.03% | +244+0.8% | 加碼 |
| Integrated Advisors Network LLC | 30,393 | $101.2 萬 | 0.06% | −1,020−3.2% | 減碼 |
| Ritholtz Wealth Management | 31,020 | $103.3 萬 | 0.04% | −2,082−6.3% | 減碼 |
| First National Advisers, LLC | 31,320 | $104.3 萬 | 0.30% | +9,566+44.0% | 加碼 |
| Verdence Capital Advisors LLC | 31,849 | $106.1 萬 | 0.10% | −5,333−14.3% | 減碼 |
| Summit Global Investments | 31,951 | $106.4 萬 | 0.07% | +31,951 | 新進 |
| Degroof Petercam Asset Management | 33,000 | $109.9 萬 | 0.01% | +33,000 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 33,231 | $110.7 萬 | 0.00% | −26,609−44.5% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,061 | $113.4 萬 | 0.28% | +150.0% | 加碼 |
| State of Alaska, Department of Revenue | 34,360 | $114.4 萬 | 0.01% | +34,360 | 新進 |
| Shell Asset Management Co | 36,304 | $120.9 萬 | 0.06% | −21,000−36.6% | 減碼 |
| Quinn Opportunity Partners LLC | 36,413 | $121.3 萬 | 0.14% | −4,000−9.9% | 減碼 |
| TD Asset Management Inc | 36,446 | $121.4 萬 | 0.00% | +8,642+31.1% | 加碼 |
| Engineers Gate Manager LP | 37,718 | $125.6 萬 | 0.04% | +37,718 | 新進 |
| Aigen Investment Management, LP | 37,970 | $126.4 萬 | 0.23% | −3,129−7.6% | 減碼 |
| Verition Fund Management LLC | 38,666 | $128.8 萬 | 0.01% | +3,449+9.8% | 加碼 |
| National Bank of Canada | 39,223 | $129.9 萬 | 0.00% | −87,346−69.0% | 減碼 |
| Icon Advisers Inc | 39,200 | $130.5 萬 | 0.30% | 00.0% | 不變 |
| Nissay Asset Management Corp | 39,342 | $131.0 萬 | 0.01% | +53+0.1% | 加碼 |
| British Columbia Investment Management Corp | 40,015 | $133.3 萬 | 0.01% | +7,612+23.5% | 加碼 |
| Legacy Wealth Management, LLC | 40,870 | $136.1 萬 | 0.66% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 41,007 | $136.6 萬 | 0.02% | −50−0.1% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $137.2 萬 | 0.02% | 00.0% | 不變 |
| AMG National Trust Bank | 42,719 | $142.3 萬 | 0.04% | −415−1.0% | 減碼 |
| Oak Thistle LLC | 43,394 | $144.5 萬 | 0.42% | +18,479+74.2% | 加碼 |
| Royal Bank of Canada | 43,887 | $146.0 萬 | 0.00% | −360,020−89.1% | 減碼 |
| Qsemble Capital Management, LP | 44,369 | $147.7 萬 | 0.37% | +44,369 | 新進 |
| CI Private Wealth, LLC | 45,433 | $151.3 萬 | 0.00% | −1,498−3.2% | 減碼 |
| Public Sector Pension Investment Board | 46,379 | $154.4 萬 | 0.01% | +1,896+4.3% | 加碼 |
| Tower Research Capital LLC (TRC) | 46,796 | $155.8 萬 | 0.02% | +15,137+47.8% | 加碼 |
| Pacer Advisors, Inc. | 47,240 | $157.3 萬 | 0.00% | +47,240 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $164.5 萬 | 0.16% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 50,987 | $169.8 萬 | 0.00% | −20,783−29.0% | 減碼 |
| Man Group plc | 52,394 | $174.5 萬 | 0.01% | – | – |
| Tredje AP-fonden | 53,653 | $178.7 萬 | 0.02% | −5,120−8.7% | 減碼 |
| Bank of Montreal | 54,097 | $182.3 萬 | 0.00% | −732,449−93.1% | 減碼 |
| LPL Financial LLC | 56,183 | $187.1 萬 | 0.00% | +2,302+4.3% | 加碼 |
| Federated Hermes, Inc. | 59,820 | $199.2 萬 | 0.00% | +41,082+219.2% | 加碼 |
| Utah Retirement Systems | 59,938 | $199.6 萬 | 0.03% | −1,500−2.4% | 減碼 |
| Searle & Co. | 60,300 | $200.8 萬 | 0.55% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 60,575 | $201.7 萬 | 0.01% | −18,885−23.8% | 減碼 |
| EJF Capital LLC | 61,315 | $204.2 萬 | 1.07% | −12,466−16.9% | 減碼 |
| Greenwich Investment Management, Inc. | 61,512 | $204.8 萬 | 1.54% | −861−1.4% | 減碼 |
| Intech Investment Management LLC | 62,436 | $207.9 萬 | 0.03% | −21,204−25.4% | 減碼 |
| Macquarie Group Ltd | 65,043 | $216.5 萬 | 0.00% | −36,222−35.8% | 減碼 |
| KBC Group NV | 65,170 | $217.0 萬 | 0.01% | +14,034+27.4% | 加碼 |
| New Mexico Educational Retirement Board | 65,500 | $218.1 萬 | 0.08% | +65,500 | 新進 |
| Neuberger Berman Group LLC | 66,049 | $219.9 萬 | 0.00% | −6,340−8.8% | 減碼 |
| DekaBank Deutsche Girozentrale | 67,605 | $224.0 萬 | 0.00% | −3,664−5.1% | 減碼 |
| Handelsbanken Fonder AB | 68,200 | $227.1 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Omaha | 68,758 | $229.0 萬 | 0.14% | −10,485−13.2% | 減碼 |
| Ontario Teachers Pension Plan Board | 69,671 | $232.0 萬 | 0.02% | +11,508+19.8% | 加碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 70,209 | $233.8 萬 | 0.02% | +70,209 | 新進 |
| Ameritas Investment Partners, Inc. | 70,253 | $233.9 萬 | 0.09% | +70,253 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 70,786 | $235.7 萬 | 0.06% | +70,786 | 新進 |
| TCW Group Inc | 71,986 | $239.7 萬 | 0.03% | +371+0.5% | 加碼 |
| Cubist Systematic Strategies, LLC | 72,819 | $242.5 萬 | 0.03% | −4,521−5.8% | 減碼 |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $243.4 萬 | 0.01% | −1,028−1.4% | 減碼 |
| Wedge Capital Management L L P | 73,312 | $244.1 萬 | 0.04% | +5,310+7.8% | 加碼 |
| DnB Asset Management AS | 73,524 | $244.8 萬 | 0.01% | −8,633−10.5% | 減碼 |
| Xponance, Inc. | 74,304 | $247.4 萬 | 0.03% | +22,017+42.1% | 加碼 |
| Quadrature Capital Ltd | 78,903 | $262.8 萬 | 0.05% | +78,903 | 新進 |
| Hennessy Advisors Inc | 82,400 | $274.4 萬 | 0.14% | 00.0% | 不變 |
| State of Michigan Retirement System | 83,686 | $278.7 萬 | 0.02% | +74,300+791.6% | 加碼 |
| Alaska Permanent Fund Corp | 85,844 | $285.9 萬 | 0.05% | −1,956−2.2% | 減碼 |
| Teachers Retirement System of the State of Kentucky | 86,833 | $289.2 萬 | 0.03% | +86,833 | 新進 |
| Nomura Asset Management Co Ltd | 88,548 | $294.9 萬 | 0.01% | +329+0.4% | 加碼 |
| Louisiana State Employees Retirement System | 89,400 | $297.7 萬 | 0.06% | +89,400 | 新進 |
| BlueMar Capital Management, LLC | 90,452 | $301.2 萬 | 4.54% | −109,375−54.7% | 減碼 |
| Mercer Global Advisors Inc | 91,817 | $305.8 萬 | 0.01% | −5,684−5.8% | 減碼 |
| Ethic Inc. | 94,555 | $314.9 萬 | 0.09% | +16,955+21.8% | 加碼 |
| Arizona State Retirement System | 95,466 | $317.9 萬 | 0.02% | −1,681−1.7% | 減碼 |
| Keeley-Teton Advisors, LLC | 96,414 | $321.1 萬 | 0.41% | −7,470−7.2% | 減碼 |
| Hohimer Wealth Management, LLC | 96,937 | $322.8 萬 | 0.82% | −1,396−1.4% | 減碼 |
| Kendall Capital Management | 99,769 | $332.2 萬 | 1.29% | +13,910+16.2% | 加碼 |
| Richard Bernstein Advisors LLC | 99,859 | $332.5 萬 | 0.07% | +59+0.1% | 加碼 |
| IFM Investors Pty Ltd | 100,354 | $334.2 萬 | 0.04% | 00.0% | 不變 |
| Rockefeller Capital Management L.P. | 101,685 | $338.6 萬 | 0.01% | +2,786+2.8% | 加碼 |
| QRG Capital Management, Inc. | 103,226 | $343.7 萬 | 0.05% | −5,138−4.7% | 減碼 |
| Vident Advisory, LLC | 104,046 | $346.5 萬 | 0.09% | +1,091+1.1% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 106,897 | $356.0 萬 | 0.04% | +21,800+25.6% | 加碼 |
| Chartwell Investment Partners, LLC | 107,010 | $356.3 萬 | 0.12% | +11,955+12.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 110,278 | $367.2 萬 | 0.06% | +65,791+147.9% | 加碼 |
| Royal London Asset Management Ltd | 117,742 | $392.1 萬 | 0.01% | −7,628−6.1% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 118,070 | $393.2 萬 | 0.01% | +90,099+322.1% | 加碼 |
| Standard Life Aberdeen plc | 122,993 | $409.6 萬 | 0.01% | +61,047+98.5% | 加碼 |
| Raymond James & Associates | 131,514 | $437.9 萬 | 0.00% | −14,994−10.2% | 減碼 |
| Twinbeech Capital LP | 132,373 | $440.8 萬 | 0.07% | +132,373 | 新進 |