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 |
|---|---|---|---|---|---|
| Credit Suisse AG | 685,363 | $2,605 萬 | 0.03% | −109,654−13.8% | 減碼 |
| Swedbank AB | 716,562 | $2,724 萬 | 0.04% | +7,515+1.1% | 加碼 |
| Algebris (UK) Ltd | 774,150 | $2,728 萬 | 12.11% | −1,029,577−57.1% | 減碼 |
| Gillson Capital LP | 805,000 | $3,060 萬 | 2.91% | +805,000 | 新進 |
| Sumitomo Mitsui Trust Holdings, Inc. | 839,542 | $3,191 萬 | 0.02% | −3760.0% | 減碼 |
| Manufacturers Life Insurance Company, The | 863,499 | $3,282 萬 | 0.03% | −10,493−1.2% | 減碼 |
| Schroder Investment Management Group | 877,235 | $3,334 萬 | 0.04% | +877,235 | 新進 |
| Storebrand Asset Management AS | 915,008 | $3,478 萬 | 0.12% | +47,292+5.5% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 987,769 | $3,755 萬 | 0.03% | +987,769 | 新進 |
| Deutsche Bank AG | 988,730 | $3,758 萬 | 0.02% | +37,834+4.0% | 加碼 |
| Rhumbline Advisers | 1,013,433 | $3,852 萬 | 0.04% | −9,954−1.0% | 減碼 |
| Swiss National Bank | 1,013,600 | $3,853 萬 | 0.03% | −72,600−6.7% | 減碼 |
| Poplar Forest Capital LLC | 1,047,458 | $3,981 萬 | 5.35% | −20,279−1.9% | 減碼 |
| Ameriprise Financial Inc | 1,111,186 | $4,224 萬 | 0.01% | +48,771+4.6% | 加碼 |
| Lazard Asset Management LLC | 1,139,280 | $4,330 萬 | 0.05% | +791+0.1% | 加碼 |
| Woodline Partners LP | 1,194,736 | $4,541 萬 | 0.42% | +1,194,736 | 新進 |
| Principal Financial Group Inc | 1,248,360 | $4,745 萬 | 0.03% | +5,419+0.4% | 加碼 |
| Ci Investments Inc. | 1,357,644 | $5,160 萬 | 0.20% | −91,444−6.3% | 減碼 |
| Marshall Wace, LLP | 1,369,192 | $5,204 萬 | 0.09% | −383,918−21.9% | 減碼 |
| UBS Asset Management Americas Inc | 1,418,369 | $5,391 萬 | 0.02% | −79,727−5.3% | 減碼 |
| Goldman Sachs Group Inc | 1,424,185 | $5,413 萬 | 0.01% | −1,190,513−45.5% | 減碼 |
| Voloridge Investment Management, LLC | 1,457,698 | $5,541 萬 | 0.20% | +116,732+8.7% | 加碼 |
| Legal & General Group Plc | 1,767,175 | $6,717 萬 | 0.02% | −114,402−6.1% | 減碼 |
| Ensign Peak Advisors, Inc | 2,054,113 | $7,808 萬 | 0.14% | −300,905−12.8% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 2,057,191 | $7,819 萬 | 0.29% | +2,057,191 | 新進 |
| Charles Schwab Investment Management Inc | 2,124,382 | $8,075 萬 | 0.02% | +27,647+1.3% | 加碼 |
| Nuveen Asset Management, LLC | 2,731,902 | $1.04 億 | 0.03% | −886,269−24.5% | 減碼 |
| Morgan Stanley | 2,959,149 | $1.12 億 | 0.01% | −104,596−3.4% | 減碼 |
| Dimensional Fund Advisors LP | 3,543,746 | $1.35 億 | 0.04% | −421,785−10.6% | 減碼 |
| Northern Trust Corp | 3,600,350 | $1.37 億 | 0.02% | −358,067−9.0% | 減碼 |
| Bank of New York Mellon Corp | 3,716,533 | $1.41 億 | 0.03% | −63,493−1.7% | 減碼 |
| Sessa Capital IM, L.P. | 5,175,719 | $1.97 億 | 7.66% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 5,267,993 | $2.00 億 | 2.79% | −177,075−3.3% | 減碼 |
| Geode Capital Management, LLC | 6,739,503 | $2.56 億 | 0.02% | +231,520+3.6% | 加碼 |
| Conifer Management, L.L.C. | 6,854,000 | $2.61 億 | 28.75% | −746,000−9.8% | 減碼 |
| First Trust Advisors LP | 7,130,338 | $2.71 億 | 0.28% | +897,517+14.4% | 加碼 |
| HSBC Holdings PLC | 7,319,080 | $2.78 億 | 0.20% | −530,626−6.8% | 減碼 |
| Wellington Management Group LLP | 7,380,436 | $2.81 億 | 0.05% | −3,860,545−34.3% | 減碼 |
| Invesco Ltd. | 7,755,177 | $2.95 億 | 0.06% | −1,352,933−14.9% | 減碼 |
| Massachusetts Financial Services Co | 9,503,715 | $3.61 億 | 0.11% | −40,904−0.4% | 減碼 |
| State Street Corp | 13,245,335 | $5.03 億 | 0.02% | −304,121−2.2% | 減碼 |
| Norges Bank | 16,967,427 | $6.45 億 | 0.10% | −1,249,682−6.9% | 減碼 |
| Canada Pension Plan Investment Board | 18,804,685 | $7.15 億 | 0.75% | +637,916+3.5% | 加碼 |
| Pzena Investment Management LLC | 25,320,633 | $9.62 億 | 3.30% | −1,247,430−4.7% | 減碼 |
| Price T Rowe Associates Inc | 25,771,463 | $9.80 億 | 0.12% | −2,006,918−7.2% | 減碼 |
| BlackRock Inc. | 32,033,227 | $12.2 億 | 0.03% | −810,109−2.5% | 減碼 |
| Vanguard Group Inc | 37,434,676 | $14.2 億 | 0.03% | −577,776−1.5% | 減碼 |
| FIL Ltd | 0 | $0 | 0.00% | −2,934,345−100.0% | 清倉 |
| Clearbridge Investments, LLC | 0 | $0 | 0.00% | −1,081,001−100.0% | 清倉 |
| Weiss Multi-Strategy Advisers LLC | 0 | $0 | 0.00% | −387,121−100.0% | 清倉 |
| Point72 Asset Management, L.P. | 0 | $0 | 0.00% | −145,554−100.0% | 清倉 |
| Chartwell Investment Partners, LLC | 0 | $0 | 0.00% | −107,010−100.0% | 清倉 |
| Mercer Global Advisors Inc | 0 | $0 | 0.00% | −91,817−100.0% | 清倉 |
| Hennessy Advisors Inc | 0 | $0 | 0.00% | −82,400−100.0% | 清倉 |
| Cubist Systematic Strategies, LLC | 0 | $0 | 0.00% | −72,819−100.0% | 清倉 |
| Qsemble Capital Management, LP | 0 | $0 | 0.00% | −44,369−100.0% | 清倉 |
| Oak Thistle LLC | 0 | $0 | 0.00% | −43,394−100.0% | 清倉 |
| Aigen Investment Management, LP | 0 | $0 | 0.00% | −37,970−100.0% | 清倉 |
| Engineers Gate Manager LP | 0 | $0 | 0.00% | −37,718−100.0% | 清倉 |
| Shell Asset Management Co | 0 | $0 | 0.00% | −36,304−100.0% | 清倉 |
| Verdence Capital Advisors LLC | 0 | $0 | 0.00% | −31,849−100.0% | 清倉 |
| Point72 Hong Kong Ltd | 0 | $0 | 0.00% | −29,822−100.0% | 清倉 |
| HighTower Advisors, LLC | 0 | $0 | 0.00% | −29,531−100.0% | 清倉 |
| Zacks Investment Management | 0 | $0 | 0.00% | −42,244−100.0% | 清倉 |
| Trexquant Investment LP | 0 | $0 | 0.00% | −25,045−100.0% | 清倉 |
| Prudential PLC | 0 | $0 | 0.00% | −22,398−100.0% | 清倉 |
| Swiss Life Asset Management Ltd | 0 | $0 | 0.00% | −17,775−100.0% | 清倉 |
| Machina Capital S.A.S. | 0 | $0 | 0.00% | −14,380−100.0% | 清倉 |
| Boothbay Fund Management, LLC | 0 | $0 | 0.00% | −14,061−100.0% | 清倉 |
| Epoch Investment Partners, Inc. | 0 | $0 | 0.00% | −13,839−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −13,225−100.0% | 清倉 |
| Dynamic Technology Lab Private Ltd | 0 | $0 | 0.00% | −10,883−100.0% | 清倉 |
| Scientech Research LLC | 0 | $0 | 0.00% | −9,739−100.0% | 清倉 |
| Cetera Advisors LLC | 0 | $0 | 0.00% | −9,619−100.0% | 清倉 |
| Virtu Financial LLC | 0 | $0 | 0.00% | −9,458−100.0% | 清倉 |
| Thoroughbred Financial Services, LLC | 0 | $0 | 0.00% | −7,894−100.0% | 清倉 |
| Captrust Financial Advisors | 0 | $0 | 0.00% | −7,432−100.0% | 清倉 |
| Vontobel Holding Ltd. | 0 | $0 | 0.00% | −6,979−100.0% | 清倉 |
| MV Capital Management, Inc. | 0 | $0 | 0.00% | −3,660−100.0% | 清倉 |
| Van Eck Associates Corp | 0 | $0 | 0.00% | −2,401−100.0% | 清倉 |
| Loomis Sayles & Co L P | 0 | $0 | 0.00% | −764−100.0% | 清倉 |
| EntryPoint Capital, LLC | 0 | $0 | 0.00% | −563−100.0% | 清倉 |
| Whittier Trust Co of Nevada Inc | 0 | $0 | 0.00% | −324−100.0% | 清倉 |
| Lee Financial Co | 0 | $0 | 0.00% | −322−100.0% | 清倉 |
| Glassman Wealth Services | 0 | $0 | 0.00% | −251−100.0% | 清倉 |
| West Tower Group, LLC | 0 | $0 | 0.00% | −235−100.0% | 清倉 |
| Institutional & Family Asset Management, LLC | 0 | $0 | 0.00% | −234−100.0% | 清倉 |
| Tradition Wealth Management, LLC | 0 | $0 | 0.00% | −154−100.0% | 清倉 |
| Tennessee Valley Asset Management Partners | 0 | $0 | 0.00% | −112−100.0% | 清倉 |
| Gradient Investments LLC | 0 | $0 | 0.00% | −76−100.0% | 清倉 |
| Focused Wealth Management, Inc | 0 | $0 | 0.00% | −52−100.0% | 清倉 |
| Cutler Group LP | 0 | $0 | 0.00% | −22−100.0% | 清倉 |
| Putnam Investments LLC | – | – | – | – | 本季未申報 |
| Sawtooth Solutions, LLC | – | – | – | – | 本季未申報 |
| DB Wealth Management Group, LLC | – | – | – | – | 本季未申報 |
| Desjardins Global Asset Management Inc. | – | – | – | – | 本季未申報 |