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 |
|---|---|---|---|---|---|
| Arizona State Retirement System | 93,100 | $353.9 萬 | 0.02% | −2,366−2.5% | 減碼 |
| Citigroup Inc | 93,774 | $356.4 萬 | 0.00% | −220,450−70.2% | 減碼 |
| Keeley-Teton Advisors, LLC | 94,203 | $358.1 萬 | 0.44% | −2,211−2.3% | 減碼 |
| Hohimer Wealth Management, LLC | 95,521 | $363.1 萬 | 0.85% | −1,416−1.5% | 減碼 |
| Vident Advisory, LLC | 96,450 | $366.6 萬 | 0.08% | −7,596−7.3% | 減碼 |
| BlueMar Capital Management, LLC | 99,082 | $376.6 萬 | 6.33% | +8,630+9.5% | 加碼 |
| Richard Bernstein Advisors LLC | 99,859 | $379.6 萬 | 0.08% | 00.0% | 不變 |
| Intech Investment Management LLC | 100,476 | $381.9 萬 | 0.05% | +38,040+60.9% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 101,237 | $384.8 萬 | 0.29% | +101,237 | 新進 |
| Nomura Asset Management Co Ltd | 101,679 | $386.5 萬 | 0.01% | +13,131+14.8% | 加碼 |
| Teachers Retirement System of the State of Kentucky | 106,900 | $406.4 萬 | 0.04% | +20,067+23.1% | 加碼 |
| Kendall Capital Management | 109,295 | $415.4 萬 | 1.43% | +9,526+9.5% | 加碼 |
| Forsta Ap-Fonden | 110,400 | $419.6 萬 | 0.04% | −94,000−46.0% | 減碼 |
| Royal London Asset Management Ltd | 111,877 | $425.2 萬 | 0.01% | −5,865−5.0% | 減碼 |
| Rockefeller Capital Management L.P. | 112,854 | $429.0 萬 | 0.01% | +11,169+11.0% | 加碼 |
| Raymond James & Associates | 113,293 | $430.6 萬 | 0.00% | −18,221−13.9% | 減碼 |
| Resona Asset Management Co.,Ltd. | 113,711 | $432.2 萬 | 0.03% | +113,711 | 新進 |
| Nomura Holdings Inc | 118,645 | $451.0 萬 | 0.04% | −156,674−56.9% | 減碼 |
| Standard Life Aberdeen plc | 120,640 | $458.6 萬 | 0.01% | −2,353−1.9% | 減碼 |
| Danske Bank A/S | 126,853 | $482.2 萬 | 0.02% | +126,853 | 新進 |
| Uniplan Investment Counsel, Inc. | 128,373 | $487.9 萬 | 0.38% | −18,934−12.9% | 減碼 |
| Public Employees Retirement System of Ohio | 128,983 | $490.3 萬 | 0.02% | −15,856−10.9% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 128,997 | $490.3 萬 | 0.05% | +22,100+20.7% | 加碼 |
| Benson Investment Management Company, Inc. | 131,121 | $498.4 萬 | 2.12% | −17,824−12.0% | 減碼 |
| Nordea Investment Management AB | 131,153 | $502.2 萬 | 0.01% | −4,851−3.6% | 減碼 |
| Asset Management One Co.,Ltd. | 132,383 | $503.2 萬 | 0.02% | −14,239−9.7% | 減碼 |
| New York State Teachers Retirement System | 135,002 | $513.1 萬 | 0.01% | +2,106+1.6% | 加碼 |
| Mn Services Vermogensbeheer B.V. | 136,800 | $520.0 萬 | 0.04% | −27,900−16.9% | 減碼 |
| Comerica Bank | 145,409 | $552.7 萬 | 0.02% | +7,472+5.4% | 加碼 |
| Pictet Asset Management Holding SA | 147,244 | $559.7 萬 | 0.01% | −30,354−17.1% | 減碼 |
| Yousif Capital Management, LLC | 148,214 | $563.4 萬 | 0.06% | −5,100−3.3% | 減碼 |
| Treasurer of the State of North Carolina | 150,508 | $572.1 萬 | 0.03% | −2,890−1.9% | 減碼 |
| Two Sigma Advisers, LP | 153,600 | $583.8 萬 | 0.01% | −91,600−37.4% | 減碼 |
| Mediolanum International Funds Ltd | 157,761 | $599.0 萬 | 0.10% | +157,761 | 新進 |
| Kempner Capital Management Inc. | 159,372 | $605.8 萬 | 3.28% | −100.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 160,632 | $610.6 萬 | 0.01% | −31,701−16.5% | 減碼 |
| Foster & Motley Inc | 164,147 | $623.9 萬 | 0.43% | +5,442+3.4% | 加碼 |
| Eagle Asset Management Inc | 171,161 | $640.8 萬 | 0.03% | +5,053+3.0% | 加碼 |
| Quantbot Technologies LP | 179,311 | $681.6 萬 | 0.38% | +38,136+27.0% | 加碼 |
| State of New Jersey Common Pension Fund D | 185,501 | $705.1 萬 | 0.02% | −10,124−5.2% | 減碼 |
| MetLife Investment Management | 186,757 | $709.9 萬 | 0.05% | −7,430−3.8% | 減碼 |
| Mutual of America Capital Management LLC | 186,953 | $710.6 萬 | 0.08% | −9,660−4.9% | 減碼 |
| Seven Eight Capital, LP | 189,522 | $720.4 萬 | 0.75% | +8,732+4.8% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 193,278 | $734.6 萬 | 0.27% | −261,439−57.5% | 減碼 |
| Soapstone Management L.P. | 200,000 | $760.0 萬 | 4.24% | −125,000−38.5% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 200,000 | $760.2 萬 | 0.03% | +200,000 | 新進 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 201,899 | $767.4 萬 | 0.01% | +33,340+19.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 204,541 | $777.5 萬 | 0.09% | −783,921−79.3% | 減碼 |
| Allianz Asset Management GmbH | 205,143 | $779.7 萬 | 0.01% | −126,870−38.2% | 減碼 |
| Hyperion Capital Advisors LP | 206,061 | $783.2 萬 | 3.69% | 00.0% | 不變 |
| Andra AP-fonden | 209,800 | $797.4 萬 | 0.14% | +209,800 | 新進 |
| Amalgamated Bank | 210,714 | $800.9 萬 | 0.07% | −22,208−9.5% | 減碼 |
| Victory Capital Management Inc | 218,262 | $829.6 萬 | 0.01% | +19,430+9.8% | 加碼 |
| Brandywine Global Investment Management, LLC | 219,586 | $834.6 萬 | 0.06% | −430,538−66.2% | 減碼 |
| Man Group plc | 220,537 | $838.3 萬 | 0.02% | +168,143+320.9% | 加碼 |
| Qube Research & Technologies Ltd | 225,271 | $856.3 萬 | 0.02% | +225,271 | 新進 |
| American Century Companies Inc | 233,546 | $887.7 萬 | 0.01% | −92,399−28.3% | 減碼 |
| State of Wisconsin Investment Board | 235,917 | $896.7 萬 | 0.02% | +45,248+23.7% | 加碼 |
| Holocene Advisors, LP | 237,765 | $903.7 萬 | 0.03% | +237,765 | 新進 |
| Oppenheimer Asset Management Inc. | 242,025 | $919.9 萬 | 0.13% | −15,986−6.2% | 減碼 |
| New York State Common Retirement Fund | 249,150 | $947.0 萬 | 0.01% | −53,543−17.7% | 減碼 |
| Korea Investment CORP | 258,640 | $983.1 萬 | 0.02% | −41,368−13.8% | 減碼 |
| Texas Permanent School Fund | 274,610 | $1,044 萬 | 0.08% | −214−0.1% | 減碼 |
| Graham Capital Management, L.P. | 280,816 | $1,067 萬 | 0.30% | +64,791+30.0% | 加碼 |
| Parkwood LLC | 295,102 | $1,122 萬 | 1.18% | −10,314−3.4% | 減碼 |
| State Board of Administration of Florida Retirement System | 447,610 | $1,136 萬 | 0.03% | +22,025+5.2% | 加碼 |
| UBS Group AG | 305,712 | $1,162 萬 | 0.00% | +124,218+68.4% | 加碼 |
| Two Sigma Investments, LP | 325,082 | $1,236 萬 | 0.03% | −271,248−45.5% | 減碼 |
| SEI Investments Co | 330,730 | $1,257 萬 | 0.02% | −30,919−8.5% | 減碼 |
| Community Trust & Investment Co | 335,450 | $1,275 萬 | 0.90% | −591−0.2% | 減碼 |
| Assenagon Asset Management S.A. | 340,767 | $1,295 萬 | 0.03% | +146,196+75.1% | 加碼 |
| LSV Asset Management | 342,682 | $1,303 萬 | 0.03% | −137,071−28.6% | 減碼 |
| Alliancebernstein L.P. | 354,320 | $1,347 萬 | 0.00% | −3,694−1.0% | 減碼 |
| Wells Fargo & Company | 357,939 | $1,361 萬 | 0.00% | −76,499−17.6% | 減碼 |
| Robeco Institutional Asset Management B.V. | 365,066 | $1,388 萬 | 0.03% | −73,030−16.7% | 減碼 |
| Thrivent Financial for Lutherans | 379,436 | $1,442 萬 | 0.03% | +76,890+25.4% | 加碼 |
| Retirement Systems of Alabama | 394,019 | $1,498 萬 | 0.06% | −4,482−1.1% | 減碼 |
| Winton Group Ltd | 394,851 | $1,501 萬 | 1.06% | +394,851 | 新進 |
| American International Group, Inc. | 418,380 | $1,590 萬 | 0.06% | −14,640−3.4% | 減碼 |
| Schonfeld Strategic Advisors LLC | 426,732 | $1,622 萬 | 0.13% | +409,692+2,404.3% | 加碼 |
| Great West Life Assurance Co | 433,994 | $1,650 萬 | 0.03% | −95,148−18.0% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 455,922 | $1,717 萬 | 0.04% | +9,361+2.1% | 加碼 |
| AQR Capital Management LLC | 478,253 | $1,818 萬 | 0.03% | −103,595−17.8% | 減碼 |
| Bank of America Corp | 516,459 | $1,963 萬 | 0.00% | +228,931+79.6% | 加碼 |
| Russell Investments Group, Ltd. | 516,764 | $1,964 萬 | 0.03% | +10,733+2.1% | 加碼 |
| CBOE Vest Financial, LLC | 521,406 | $1,982 萬 | 0.53% | +136,587+35.5% | 加碼 |
| Voya Investment Management LLC | 528,546 | $2,009 萬 | 0.02% | −1,563,374−74.7% | 減碼 |
| Balyasny Asset Management LLC | 544,660 | $2,070 萬 | 0.05% | +544,660 | 新進 |
| FMR LLC | 565,118 | $2,148 萬 | 0.00% | −7,328−1.3% | 減碼 |
| Millennium Management LLC | 584,746 | $2,223 萬 | 0.02% | +357,192+157.0% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 593,152 | $2,255 萬 | 0.03% | +475,082+402.4% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 613,284 | $2,331 萬 | 0.08% | +33,404+5.8% | 加碼 |
| California State Teachers Retirement System | 622,935 | $2,368 萬 | 0.03% | +13,841+2.3% | 加碼 |
| Barclays PLC | 626,213 | $2,380 萬 | 0.01% | −317,468−33.6% | 減碼 |
| California Public Employees Retirement System | 628,884 | $2,390 萬 | 0.02% | −35,226−5.3% | 減碼 |
| JPMorgan Chase & Co | 634,094 | $2,410 萬 | 0.00% | +63,794+11.2% | 加碼 |
| Citadel Advisors LLC | 636,740 | $2,420 萬 | 0.02% | −61,961−8.9% | 減碼 |
| Interval Partners, LP | 647,679 | $2,462 萬 | 0.93% | +298,139+85.3% | 加碼 |
| Franklin Resources Inc | 668,046 | $2,539 萬 | 0.01% | +457,373+217.1% | 加碼 |
| Amundi | 707,196 | $2,563 萬 | 0.01% | +44,986+6.8% | 加碼 |