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。
2024 年第 1 季 13F 持有人
Equitable Holdings, Inc. 在 2024/3/31 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
- 447
- 較 2023 年第 4 季 +27 家
- 持有股數
- 3.14 億
- 較 2023 年第 4 季 −1,563 萬 (−4.7%)
- 總市值
- $119.4 億
- 較 2023 年第 4 季 +$9.73 億 (+8.9%)
- 新進機構
- 72
- 另有 123 家加碼
- 清倉機構
- 45
- 另有 192 家減碼
另有 4 家機構在 2023 年第 4 季持有、還沒有申報 2024 年第 1 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 |
2024 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| IFP Advisors, Inc | 4,792 | $18.2 萬 | 0.01% | +3,667+326.0% | 加碼 |
| UniSuper Management Pty Ltd | 4,800 | $18.2 萬 | 0.00% | +2,200+84.6% | 加碼 |
| Vestcor Inc | 5,182 | $19.7 萬 | 0.01% | −58−1.1% | 減碼 |
| Commonwealth Equity Services, LLC | 5,344 | $20.3 萬 | 0.00% | −1,390−20.6% | 減碼 |
| Summit Global Investments | 5,356 | $20.4 萬 | 0.02% | −26,595−83.2% | 減碼 |
| Paradigm Asset Management Co LLC | 5,400 | $20.5 萬 | 0.05% | −1,900−26.0% | 減碼 |
| Mutual Advisors, LLC | 5,575 | $21.2 萬 | 0.01% | +5,575 | 新進 |
| Petrus Trust Company, LTA | 5,624 | $21.4 萬 | 0.02% | −9,488−62.8% | 減碼 |
| Capstone Investment Advisors, LLC | 5,642 | $21.4 萬 | 0.00% | −5,755−50.5% | 減碼 |
| Signaturefd, LLC | 5,932 | $22.5 萬 | 0.00% | −2,060−25.8% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,112 | $23.2 萬 | 0.00% | +6,112 | 新進 |
| iA Global Asset Management Inc. | 6,132 | $23.3 萬 | 0.00% | +280+4.8% | 加碼 |
| Lombard Odier Asset Management (Switzerland) SA | 6,144 | $23.4 萬 | 0.02% | +6,144 | 新進 |
| Walleye Capital LLC | 6,147 | $23.4 萬 | 0.00% | +6,147 | 新進 |
| Ossiam | 6,234 | $23.7 萬 | 0.00% | −14,443−69.9% | 減碼 |
| Savant Capital, LLC | 6,269 | $23.8 萬 | 0.00% | +6,269 | 新進 |
| Sit Investment Associates Inc | 6,310 | $24.0 萬 | 0.01% | +400+6.8% | 加碼 |
| Ascent Group, LLC | 6,640 | $25.2 萬 | 0.02% | −365−5.2% | 減碼 |
| Kathmere Capital Management, LLC | 6,685 | $25.4 萬 | 0.03% | −1,014−13.2% | 減碼 |
| Truist Financial Corp | 6,749 | $25.7 萬 | 0.00% | −1,139−14.4% | 減碼 |
| Teza Capital Management LLC | 6,810 | $25.9 萬 | 0.03% | +6,810 | 新進 |
| Harvest Fund Management Co., Ltd | 6,894 | $26.2 萬 | 0.02% | +4,969+258.1% | 加碼 |
| Pacific Global Investment Management CO | 7,175 | $27.3 萬 | 0.05% | −209−2.8% | 減碼 |
| We Are One Seven, LLC | 7,419 | $28.2 萬 | 0.01% | −699−8.6% | 減碼 |
| Bleakley Financial Group, LLC | 7,583 | $28.8 萬 | 0.01% | −65−0.8% | 減碼 |
| Simplicity Wealth,LLC | 7,583 | $28.8 萬 | 0.01% | +7,583 | 新進 |
| Boston Private Wealth LLC | 7,711 | $29.3 萬 | 0.01% | −900−10.5% | 減碼 |
| Pitcairn Co | 8,006 | $30.4 萬 | 0.02% | −5,064−38.7% | 減碼 |
| MAI Capital Management | 8,101 | $30.8 萬 | 0.00% | −828−9.3% | 減碼 |
| Romano Brothers and Company | 8,175 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 8,606 | $32.7 萬 | 0.00% | −7,400−46.2% | 減碼 |
| Veriti Management LLC | 9,161 | $34.8 萬 | 0.03% | +788+9.4% | 加碼 |
| Handelsinvest Investeringsforvaltning | 9,298 | $35.3 萬 | 0.17% | −4,827−34.2% | 減碼 |
| Cresset Asset Management, LLC | 9,452 | $35.9 萬 | 0.00% | −31−0.3% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 9,460 | $36.0 萬 | 0.22% | −1,340−12.4% | 減碼 |
| Integrated Wealth Concepts LLC | 9,519 | $36.2 萬 | 0.01% | +125+1.3% | 加碼 |
| Pathstone Holdings, LLC | 9,546 | $36.3 萬 | 0.00% | +920+10.7% | 加碼 |
| US Bancorp | 10,068 | $38.3 萬 | 0.00% | +423+4.4% | 加碼 |
| NBC Securities, Inc. | 10,120 | $38.4 萬 | 0.04% | −6−0.1% | 減碼 |
| Tributary Capital Management, LLC | 10,500 | $39.9 萬 | 0.03% | +3,000+40.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 10,638 | $40.4 萬 | 0.01% | −36,158−77.3% | 減碼 |
| Algert Global LLC | 10,648 | $40.5 萬 | 0.02% | −8,872−45.5% | 減碼 |
| Ellevest, Inc. | 10,691 | $40.6 萬 | 0.03% | −108−1.0% | 減碼 |
| M&T Bank Corp | 10,742 | $40.8 萬 | 0.00% | −1,163−9.8% | 減碼 |
| Gotham Asset Management, LLC | 11,065 | $42.1 萬 | 0.01% | −3,232−22.6% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 11,131 | $42.3 萬 | 0.00% | −11,023−49.8% | 減碼 |
| Bank of Nova Scotia | 11,130 | $42.3 萬 | 0.00% | −3,034−21.4% | 減碼 |
| Maverick Capital Ltd大師Maverick 資本 | 11,162 | $42.4 萬 | 0.01% | +4,058+57.1% | 加碼 |
| Rothschild Investment LLC | 11,425 | $43.4 萬 | 0.03% | 00.0% | 不變 |
| Advisory Services Network, LLC | 11,460 | $43.6 萬 | 0.01% | +975+9.3% | 加碼 |
| CIBC Asset Management Inc | 11,466 | $43.6 萬 | 0.00% | +22+0.2% | 加碼 |
| Centiva Capital, LP | 11,986 | $45.6 萬 | 0.03% | −1,051−8.1% | 減碼 |
| Pinnacle Associates Ltd | 12,220 | $46.4 萬 | 0.01% | −190−1.5% | 減碼 |
| Abn Amro Investment Solutions | 12,409 | $47.2 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 12,735 | $48.4 萬 | 0.01% | +173+1.4% | 加碼 |
| Creative Planning | 12,867 | $48.9 萬 | 0.00% | −26−0.2% | 減碼 |
| Acadian Asset Management LLC | 12,915 | $49.0 萬 | 0.00% | +488+3.9% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,097 | $49.8 萬 | 0.03% | +528+4.2% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,288 | $50.5 萬 | 0.02% | +13,288 | 新進 |
| The PNC Financial Services Group, Inc. | 13,353 | $50.8 萬 | 0.00% | +957+7.7% | 加碼 |
| Susquehanna International Group, LLP | 13,394 | $50.9 萬 | 0.00% | −201,734−93.8% | 減碼 |
| Aviva PLC | 13,542 | $51.5 萬 | 0.00% | −81−0.6% | 減碼 |
| Nisa Investment Advisors, LLC | 13,660 | $51.9 萬 | 0.00% | −46,915−77.4% | 減碼 |
| Shelton Capital Management | 13,723 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Corp | 13,858 | $52.7 萬 | 0.00% | +4,181+43.2% | 加碼 |
| Los Angeles Capital Management LLC | 13,984 | $53.2 萬 | 0.00% | +13,984 | 新進 |
| Gsa Capital Partners LLP | 14,253 | $54.2 萬 | 0.04% | +14,253 | 新進 |
| Van Leeuwen & Company, LLC | 14,382 | $54.7 萬 | 0.28% | +2,389+19.9% | 加碼 |
| CSS LLC | 14,395 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 14,640 | $55.6 萬 | 0.02% | −2,700−15.6% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $55.9 萬 | 0.01% | 00.0% | 不變 |
| Profund Advisors LLC | 15,249 | $58.0 萬 | 0.02% | −1,091−6.7% | 減碼 |
| ProShare Advisors LLC | 15,306 | $58.2 萬 | 0.00% | −1,430−8.5% | 減碼 |
| Federation des caisses Desjardins du Quebec | 17,622 | $60.7 萬 | 0.00% | +4,296+32.2% | 加碼 |
| Metis Global Partners, LLC | 16,157 | $61.4 萬 | 0.02% | +16,157 | 新進 |
| Prelude Capital Management, LLC | 16,744 | $63.6 萬 | 0.04% | +16,744 | 新進 |
| CIBC World Markets Inc. | 16,790 | $63.8 萬 | 0.00% | +5,792+52.7% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $64.2 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 17,044 | $64.8 萬 | 0.00% | +8,788+106.4% | 加碼 |
| APG Asset Management N.V. | 18,466 | $65.0 萬 | 0.00% | −400−2.1% | 減碼 |
| Capital Insight Partners, LLC | 17,172 | $65.3 萬 | 0.12% | +5,104+42.3% | 加碼 |
| Mariner, LLC | 17,258 | $65.6 萬 | 0.00% | +26+0.2% | 加碼 |
| Aquatic Capital Management LLC | 17,500 | $66.5 萬 | 0.02% | −5,800−24.9% | 減碼 |
| FinTrust Capital Advisors, LLC | 17,709 | $67.3 萬 | 0.13% | −24−0.1% | 減碼 |
| Greenleaf Trust | 17,825 | $67.8 萬 | 0.01% | −148−0.8% | 減碼 |
| Twinbeech Capital LP | 17,914 | $68.1 萬 | 0.01% | −114,459−86.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 18,047 | $68.6 萬 | 0.00% | −454−2.5% | 減碼 |
| Rodgers Brothers Inc. | 18,500 | $70.3 萬 | 0.10% | 00.0% | 不變 |
| Candriam Luxembourg S.C.A. | 18,743 | $71.2 萬 | 0.00% | −3,082−14.1% | 減碼 |
| Bridgefront Capital, LLC | 18,840 | $71.6 萬 | 0.54% | +18,840 | 新進 |
| Quantinno Capital Management LP | 19,671 | $74.8 萬 | 0.02% | +4,338+28.3% | 加碼 |
| Cetera Investment Advisers | 19,972 | $75.9 萬 | 0.00% | +13,173+193.7% | 加碼 |
| Anchor Investment Management, LLC | 20,517 | $78.0 萬 | 0.08% | +70.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 20,510 | $78.0 萬 | 0.01% | −360−1.7% | 減碼 |
| Achmea Investment Management B.V. | 20,983 | $79.7 萬 | 0.02% | +20,983 | 新進 |
| Meiji Yasuda Life Insurance Co | 21,490 | $81.7 萬 | 0.02% | −5,000−18.9% | 減碼 |
| Credit Agricole S A | 22,666 | $82.1 萬 | 0.01% | +22,666 | 新進 |
| Fulton Bank, N.A. | 22,112 | $84.0 萬 | 0.03% | +122+0.6% | 加碼 |
| Invst, LLC | 22,742 | $85.1 萬 | 0.10% | +22,742 | 新進 |
| Avantax Advisory Services, Inc. | 22,554 | $85.7 萬 | 0.01% | +22,554 | 新進 |