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 |
|---|---|---|---|---|---|
| Global Endowment Management, LP | 22,932 | $87.2 萬 | 0.09% | −6,170−21.2% | 減碼 |
| United Services Automobile Association | 22,965 | $87.3 萬 | 0.02% | +22,965 | 新進 |
| Quest Partners LLC | 23,310 | $88.6 萬 | 0.15% | +23,310 | 新進 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,760 | $90.3 萬 | 0.01% | −157−0.7% | 減碼 |
| Gabelli Funds LLC | 24,000 | $91.2 萬 | 0.01% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 24,093 | $91.6 萬 | 0.01% | +2,300+10.6% | 加碼 |
| Prudential Financial Inc | 24,114 | $91.7 萬 | 0.00% | +3,101+14.8% | 加碼 |
| Janney Montgomery Scott LLC | 25,295 | $96.1 萬 | 0.00% | −661−2.5% | 減碼 |
| Maryland State Retirement & Pension System | 27,283 | $97.0 萬 | 0.02% | 00.0% | 不變 |
| Ritholtz Wealth Management | 25,753 | $97.9 萬 | 0.03% | −5,267−17.0% | 減碼 |
| Securian Asset Management, Inc | 25,803 | $98.1 萬 | 0.03% | −1,048−3.9% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 26,197 | $99.6 萬 | 0.03% | −1,813−6.5% | 減碼 |
| Squarepoint Ops LLC | 26,220 | $99.7 萬 | 0.00% | +26,220 | 新進 |
| Toroso Investments, LLC | 26,396 | $100.3 萬 | 0.02% | −1,047−3.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $101.9 萬 | 0.00% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 28,373 | $103.6 萬 | 0.30% | +1,534+5.7% | 加碼 |
| Campbell & CO Investment Adviser LLC | 28,201 | $107.2 萬 | 0.09% | +20,008+244.2% | 加碼 |
| JustInvest LLC | 28,281 | $107.5 萬 | 0.02% | +523+1.9% | 加碼 |
| Integrated Advisors Network LLC | 29,360 | $111.6 萬 | 0.06% | −1,033−3.4% | 減碼 |
| Gulf International Bank (UK) Ltd | 29,513 | $112.1 萬 | 0.03% | 00.0% | 不變 |
| Janus Henderson Group PLC | 30,192 | $114.7 萬 | 0.00% | +70.0% | 加碼 |
| Quinn Opportunity Partners LLC | 30,413 | $115.6 萬 | 0.13% | −6,000−16.5% | 減碼 |
| EJF Capital LLC | 30,515 | $116.0 萬 | 0.81% | −30,800−50.2% | 減碼 |
| Mackenzie Financial Corp | 30,736 | $116.8 萬 | 0.00% | +30,736 | 新進 |
| Elo Mutual Pension Insurance Co | 30,992 | $117.8 萬 | 0.03% | +666+2.2% | 加碼 |
| AXS Investments LLC | 32,000 | $121.6 萬 | 0.29% | +32,000 | 新進 |
| XTX Topco Ltd | 32,243 | $122.6 萬 | 0.17% | +32,243 | 新進 |
| Quadrature Capital Ltd | 32,572 | $123.8 萬 | 0.02% | −46,331−58.7% | 減碼 |
| Degroof Petercam Asset Management | 33,000 | $125.4 萬 | 0.02% | 00.0% | 不變 |
| Toronto Dominion Bank | 33,928 | $129.0 萬 | 0.00% | −193,103−85.1% | 減碼 |
| State of Alaska, Department of Revenue | 34,050 | $129.4 萬 | 0.01% | −310−0.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,074 | $129.5 萬 | 0.18% | +130.0% | 加碼 |
| Bayesian Capital Management, LP | 34,200 | $130.0 萬 | 0.12% | +34,200 | 新進 |
| Mesirow Financial Investment Management, Inc. | 35,331 | $134.3 萬 | 0.03% | +5,316+17.7% | 加碼 |
| TD Asset Management Inc | 35,875 | $136.4 萬 | 0.00% | −571−1.6% | 減碼 |
| Icon Advisers Inc | 39,200 | $146.8 萬 | 0.32% | 00.0% | 不變 |
| Nissay Asset Management Corp | 38,971 | $148.1 萬 | 0.01% | −371−0.9% | 減碼 |
| Redwood Investment Management, LLC | 39,598 | $150.5 萬 | 0.14% | +39,598 | 新進 |
| First National Advisers, LLC | 44,325 | $152.3 萬 | 0.34% | +13,005+41.5% | 加碼 |
| British Columbia Investment Management Corp | 40,413 | $153.6 萬 | 0.01% | +398+1.0% | 加碼 |
| Royal Bank of Canada | 40,778 | $155.1 萬 | 0.00% | −3,109−7.1% | 減碼 |
| Legacy Wealth Management, LLC | 40,870 | $155.3 萬 | 0.70% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $155.4 萬 | 0.02% | −118−0.3% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $156.7 萬 | 0.02% | 00.0% | 不變 |
| LPL Financial LLC | 41,277 | $156.9 萬 | 0.00% | −14,906−26.5% | 減碼 |
| PGGM Investments | 41,730 | $158.6 萬 | 0.02% | +41,730 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,696 | $162.3 萬 | 0.00% | +9,465+28.5% | 加碼 |
| AMG National Trust Bank | 42,740 | $162.5 萬 | 0.05% | +210.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 43,367 | $164.8 萬 | 0.02% | −26,304−37.8% | 減碼 |
| Verition Fund Management LLC | 44,333 | $168.5 萬 | 0.02% | +5,667+14.7% | 加碼 |
| National Bank of Canada | 42,430 | $169.0 萬 | 0.00% | +3,207+8.2% | 加碼 |
| CI Private Wealth, LLC | 44,780 | $170.2 萬 | 0.00% | −653−1.4% | 減碼 |
| Point72 (DIFC) Ltd | 45,027 | $171.1 萬 | 0.13% | +45,027 | 新進 |
| Public Sector Pension Investment Board | 45,758 | $173.9 萬 | 0.01% | −621−1.3% | 減碼 |
| Pacer Advisors, Inc. | 47,870 | $182.0 萬 | 0.00% | +630+1.3% | 加碼 |
| Grey Street Capital, LLC | 48,457 | $184.2 萬 | 0.25% | +48,457 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $187.7 萬 | 0.16% | 00.0% | 不變 |
| Federated Hermes, Inc. | 50,226 | $190.9 萬 | 0.00% | −9,594−16.0% | 減碼 |
| DnB Asset Management AS | 50,466 | $191.8 萬 | 0.01% | −23,058−31.4% | 減碼 |
| Bank of Montreal | 51,030 | $194.8 萬 | 0.00% | −3,067−5.7% | 減碼 |
| Tredje AP-fonden | 53,653 | $203.9 萬 | 0.02% | 00.0% | 不變 |
| Jane Street Group, LLC | 54,475 | $207.1 萬 | 0.00% | −437,507−88.9% | 減碼 |
| Envestnet Asset Management Inc | 56,358 | $214.2 萬 | 0.00% | −106,413−65.4% | 減碼 |
| KBC Group NV | 56,597 | $215.1 萬 | 0.01% | −8,573−13.2% | 減碼 |
| Jefferies Financial Group Inc. | 57,000 | $216.7 萬 | 0.04% | +57,000 | 新進 |
| Greenwich Investment Management, Inc. | 57,738 | $219.5 萬 | 1.73% | −3,774−6.1% | 減碼 |
| Utah Retirement Systems | 58,456 | $222.2 萬 | 0.03% | −1,482−2.5% | 減碼 |
| Searle & Co. | 60,300 | $229.2 萬 | 0.58% | 00.0% | 不變 |
| Neuberger Berman Group LLC | 62,819 | $238.8 萬 | 0.00% | −3,230−4.9% | 減碼 |
| Worldquant Millennium Advisors LLC | 63,440 | $241.1 萬 | 0.03% | +63,440 | 新進 |
| Lecap Asset Management Ltd | 64,301 | $244.4 萬 | 0.51% | +34,987+119.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 65,484 | $244.7 萬 | 0.00% | −2,121−3.1% | 減碼 |
| New Mexico Educational Retirement Board | 65,500 | $249.0 萬 | 0.09% | 00.0% | 不變 |
| Macquarie Group Ltd | 65,878 | $250.4 萬 | 0.00% | +835+1.3% | 加碼 |
| Stephens Inc | 66,162 | $251.5 萬 | 0.04% | +53,668+429.6% | 加碼 |
| HRT Financial LP | 67,184 | $255.3 萬 | 0.02% | +67,184 | 新進 |
| Handelsbanken Fonder AB | 68,200 | $259.2 萬 | 0.01% | 00.0% | 不變 |
| Renaissance Technologies LLC | 68,200 | $259.2 萬 | 0.00% | +68,200 | 新進 |
| TCW Group Inc | 68,983 | $262.2 萬 | 0.03% | −3,003−4.2% | 減碼 |
| Ameritas Investment Partners, Inc. | 69,192 | $263.0 萬 | 0.09% | −1,061−1.5% | 減碼 |
| Commonwealth of Pennsylvania Public School Empls Retrmt Sys | 69,408 | $263.8 萬 | 0.02% | −801−1.1% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 69,503 | $264.2 萬 | 0.15% | +50,460+265.0% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 69,985 | $266.0 萬 | 0.07% | −801−1.1% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 70,563 | $268.2 萬 | 0.01% | +70,563 | 新進 |
| BTC Capital Management, Inc. | 71,721 | $272.6 萬 | 0.25% | +71,721 | 新進 |
| State of Tennessee, Treasury Department | 72,200 | $274.4 萬 | 0.01% | +72,200 | 新進 |
| SG Americas Securities, LLC | 72,390 | $275.2 萬 | 0.01% | +63,018+672.4% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 73,098 | $277.8 萬 | 0.01% | 00.0% | 不變 |
| First National Bank of Omaha | 54,157 | $282.1 萬 | 0.19% | −14,601−21.2% | 減碼 |
| Ethic Inc. | 75,069 | $285.3 萬 | 0.07% | −19,486−20.6% | 減碼 |
| Oregon Public Employees Retirement Fund | 77,500 | $294.6 萬 | 0.06% | −32,778−29.7% | 減碼 |
| Stifel Financial Corp | 78,095 | $296.8 萬 | 0.00% | −116,001−59.8% | 減碼 |
| QRG Capital Management, Inc. | 78,343 | $297.8 萬 | 0.04% | −24,883−24.1% | 減碼 |
| Wedge Capital Management L L P | 80,340 | $305.4 萬 | 0.05% | +7,028+9.6% | 加碼 |
| Alaska Permanent Fund Corp | 80,727 | $306.8 萬 | 0.05% | −5,117−6.0% | 減碼 |
| State of Michigan Retirement System | 84,486 | $321.1 萬 | 0.02% | +800+1.0% | 加碼 |
| New Vernon Investment Management LLC | 87,492 | $332.6 萬 | 2.83% | +87,492 | 新進 |
| Louisiana State Employees Retirement System | 90,300 | $343.2 萬 | 0.07% | +900+1.0% | 加碼 |
| Xponance, Inc. | 91,880 | $349.2 萬 | 0.04% | +17,576+23.7% | 加碼 |
| IFM Investors Pty Ltd | 92,782 | $352.7 萬 | 0.04% | −7,572−7.5% | 減碼 |