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 |
|---|---|---|---|---|---|
| Ensign Peak Advisors, Inc | 2,355,018 | $7,842 萬 | 0.16% | +31,695+1.4% | 加碼 |
| Goldman Sachs Group Inc | 2,614,698 | $8,707 萬 | 0.02% | +65,085+2.6% | 加碼 |
| FIL Ltd | 2,934,345 | $9,771 萬 | 0.10% | −162,455−5.2% | 減碼 |
| Morgan Stanley | 3,063,745 | $1.02 億 | 0.01% | +192,790+6.7% | 加碼 |
| Nuveen Asset Management, LLC | 3,618,171 | $1.20 億 | 0.04% | −146,948−3.9% | 減碼 |
| Bank of New York Mellon Corp | 3,780,026 | $1.26 億 | 0.03% | +1,781,223+89.1% | 加碼 |
| Northern Trust Corp | 3,958,417 | $1.32 億 | 0.02% | +781,426+24.6% | 加碼 |
| Dimensional Fund Advisors LP | 3,965,531 | $1.32 億 | 0.04% | −14,429−0.4% | 減碼 |
| Sessa Capital IM, L.P. | 5,175,719 | $1.72 億 | 8.03% | −6,000,785−53.7% | 減碼 |
| Thornburg Investment Management Inc | 5,445,068 | $1.81 億 | 2.62% | −1,7010.0% | 減碼 |
| First Trust Advisors LP | 6,232,821 | $2.08 億 | 0.23% | +18,475+0.3% | 加碼 |
| Geode Capital Management, LLC | 6,507,983 | $2.16 億 | 0.02% | +1,492,689+29.8% | 加碼 |
| Conifer Management, L.L.C. | 7,600,000 | $2.53 億 | 24.57% | 00.0% | 不變 |
| HSBC Holdings PLC | 7,849,706 | $2.63 億 | 0.24% | +7,227,568+1,161.7% | 加碼 |
| Invesco Ltd. | 9,108,110 | $3.03 億 | 0.07% | −449,577−4.7% | 減碼 |
| Massachusetts Financial Services Co | 9,544,619 | $3.18 億 | 0.10% | −168,841−1.7% | 減碼 |
| Wellington Management Group LLP | 11,240,981 | $3.74 億 | 0.07% | −5,982,108−34.7% | 減碼 |
| State Street Corp | 13,549,456 | $4.51 億 | 0.02% | +4,040,748+42.5% | 加碼 |
| Canada Pension Plan Investment Board | 18,166,769 | $6.05 億 | 0.76% | 00.0% | 不變 |
| Norges Bank | 18,217,109 | $6.07 億 | 0.11% | −1,833,534−9.1% | 減碼 |
| Pzena Investment Management LLC | 26,568,063 | $8.85 億 | 3.33% | −334,497−1.2% | 減碼 |
| Price T Rowe Associates Inc | 27,778,381 | $9.25 億 | 0.12% | −4,713,533−14.5% | 減碼 |
| BlackRock Inc. | 32,843,336 | $10.9 億 | 0.03% | +3,394,930+11.5% | 加碼 |
| Vanguard Group Inc | 38,012,452 | $12.7 億 | 0.03% | +446,752+1.2% | 加碼 |
| Hotchkis & Wiley Capital Management LLC | 0 | $0 | 0.00% | −3,341,032−100.0% | 清倉 |
| Alyeska Investment Group, L.P. | 0 | $0 | 0.00% | −571,165−100.0% | 清倉 |
| HRT Financial LP | 0 | $0 | 0.00% | −349,073−100.0% | 清倉 |
| Prana Capital Management, LP | 0 | $0 | 0.00% | −316,261−100.0% | 清倉 |
| Levin Capital Strategies, L.P. | 0 | $0 | 0.00% | −276,679−100.0% | 清倉 |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −267,500−100.0% | 清倉 |
| Qube Research & Technologies Ltd | 0 | $0 | 0.00% | −250,120−100.0% | 清倉 |
| Zimmer Partners, LP | 0 | $0 | 0.00% | −150,000−100.0% | 清倉 |
| ExodusPoint Capital Management, LP | 0 | $0 | 0.00% | −125,336−100.0% | 清倉 |
| Panagora Asset Management Inc | 0 | $0 | 0.00% | −120,725−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −118,339−100.0% | 清倉 |
| Arrowstreet Capital, Limited Partnership | 0 | $0 | 0.00% | −116,711−100.0% | 清倉 |
| Natixis | 0 | $0 | 0.00% | −115,053−100.0% | 清倉 |
| Power Corp of Canada | 0 | $0 | 0.00% | −93,686−100.0% | 清倉 |
| Dark Forest Capital Management LP | 0 | $0 | 0.00% | −64,099−100.0% | 清倉 |
| Worldquant Millennium Advisors LLC | 0 | $0 | 0.00% | −61,490−100.0% | 清倉 |
| Teza Capital Management LLC | 0 | $0 | 0.00% | −53,929−100.0% | 清倉 |
| New York Life Investment Management LLC | 0 | $0 | 0.00% | −40,481−100.0% | 清倉 |
| Fox Run Management, L.L.C. | 0 | $0 | 0.00% | −34,125−100.0% | 清倉 |
| Prelude Capital Management, LLC | 0 | $0 | 0.00% | −23,790−100.0% | 清倉 |
| Capital Fund Management S.A. | 0 | $0 | 0.00% | −23,412−100.0% | 清倉 |
| Caxton Associates LP | 0 | $0 | 0.00% | −22,266−100.0% | 清倉 |
| Mirae Asset Global Investments Co., Ltd. | 0 | $0 | 0.00% | −18,875−100.0% | 清倉 |
| Achmea Investment Management B.V. | 0 | $0 | 0.00% | −16,323−100.0% | 清倉 |
| M Holdings Securities, Inc. | 0 | $0 | 0.00% | −15,226−100.0% | 清倉 |
| Mirova | 0 | $0 | 0.00% | −12,599−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −12,249−100.0% | 清倉 |
| Axq Capital, LP | 0 | $0 | 0.00% | −10,900−100.0% | 清倉 |
| Greenland Capital Management LP | 0 | $0 | 0.00% | −10,739−100.0% | 清倉 |
| PEAK6 Investments LLC | 0 | $0 | 0.00% | −10,113−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −10,029−100.0% | 清倉 |
| Echo Street Capital Management LLC | 0 | $0 | 0.00% | −9,071−100.0% | 清倉 |
| Symmetry Partners, LLC | 0 | $0 | 0.00% | −8,419−100.0% | 清倉 |
| Private Advisor Group, LLC | 0 | $0 | 0.00% | −7,169−100.0% | 清倉 |
| Banque Cantonale Vaudoise | 0 | $0 | 0.00% | −5,838−100.0% | 清倉 |
| State of Wyoming | 0 | $0 | 0.00% | −3,100−100.0% | 清倉 |
| Cary Street Partner Investment Advisory LLC | 0 | $0 | 0.00% | −2,365−100.0% | 清倉 |
| Register Financial Advisors LLC | 0 | $0 | 0.00% | −2,067−100.0% | 清倉 |
| Earnest Partners LLC | 0 | $0 | 0.00% | −316−100.0% | 清倉 |
| Barrett & Company, Inc. | 0 | $0 | 0.00% | −150−100.0% | 清倉 |
| Coastal Investment Advisors, Inc. | 0 | $0 | 0.00% | −100−100.0% | 清倉 |
| Twin Tree Management, LP | 0 | $0 | 0.00% | −10−100.0% | 清倉 |
| Crewe Advisors LLC | 0 | $0 | 0.00% | −5−100.0% | 清倉 |
| BTC Capital Management, Inc. | – | – | – | – | 本季未申報 |
| First Republic Investment Management, Inc. | – | – | – | – | 本季未申報 |
| Rothschild Investment Corp | – | – | – | – | 本季未申報 |
| Steward Financial Group LLC | – | – | – | – | 本季未申報 |