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 | 562 | $138.9 億 |
| 2025 年第 2 季 | 580 | $165.7 億 |
| 2025 年第 1 季 | 573 | $155.3 億 |
| 2024 年第 4 季 | 532 | $142.3 億 |
| 2024 年第 3 季 | 503 | $125.6 億 |
| 2024 年第 2 季 | 490 | $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 |
|---|---|---|---|---|---|
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 42,696 | $162.3 萬 | 0.00% | +9,465+28.5% | 加碼 |
| PGGM Investments | 41,730 | $158.6 萬 | 0.02% | +41,730 | 新進 |
| LPL Financial LLC | 41,277 | $156.9 萬 | 0.00% | −14,906−26.5% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $156.7 萬 | 0.02% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $155.4 萬 | 0.02% | −118−0.3% | 減碼 |
| Legacy Wealth Management, LLC | 40,870 | $155.3 萬 | 0.70% | 00.0% | 不變 |
| Royal Bank of Canada | 40,778 | $155.1 萬 | 0.00% | −3,109−7.1% | 減碼 |
| British Columbia Investment Management Corp | 40,413 | $153.6 萬 | 0.01% | +398+1.0% | 加碼 |
| First National Advisers, LLC | 44,325 | $152.3 萬 | 0.34% | +13,005+41.5% | 加碼 |
| Redwood Investment Management, LLC | 39,598 | $150.5 萬 | 0.14% | +39,598 | 新進 |
| Nissay Asset Management Corp | 38,971 | $148.1 萬 | 0.01% | −371−0.9% | 減碼 |
| Icon Advisers Inc | 39,200 | $146.8 萬 | 0.32% | 00.0% | 不變 |
| TD Asset Management Inc | 35,875 | $136.4 萬 | 0.00% | −571−1.6% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 35,331 | $134.3 萬 | 0.03% | +5,316+17.7% | 加碼 |
| Bayesian Capital Management, LP | 34,200 | $130.0 萬 | 0.12% | +34,200 | 新進 |
| Wiley Bros.-Aintree Capital, LLC | 34,074 | $129.5 萬 | 0.18% | +130.0% | 加碼 |
| State of Alaska, Department of Revenue | 34,050 | $129.4 萬 | 0.01% | −310−0.9% | 減碼 |
| Toronto Dominion Bank | 33,928 | $129.0 萬 | 0.00% | −193,103−85.1% | 減碼 |
| Degroof Petercam Asset Management | 33,000 | $125.4 萬 | 0.02% | 00.0% | 不變 |
| Quadrature Capital Ltd | 32,572 | $123.8 萬 | 0.02% | −46,331−58.7% | 減碼 |
| XTX Topco Ltd | 32,243 | $122.6 萬 | 0.17% | +32,243 | 新進 |
| AXS Investments LLC | 32,000 | $121.6 萬 | 0.29% | +32,000 | 新進 |
| Elo Mutual Pension Insurance Co | 30,992 | $117.8 萬 | 0.03% | +666+2.2% | 加碼 |
| Mackenzie Financial Corp | 30,736 | $116.8 萬 | 0.00% | +30,736 | 新進 |
| EJF Capital LLC | 30,515 | $116.0 萬 | 0.81% | −30,800−50.2% | 減碼 |
| Quinn Opportunity Partners LLC | 30,413 | $115.6 萬 | 0.13% | −6,000−16.5% | 減碼 |
| Janus Henderson Group PLC | 30,192 | $114.7 萬 | 0.00% | +70.0% | 加碼 |
| Gulf International Bank (UK) Ltd | 29,513 | $112.1 萬 | 0.03% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 29,360 | $111.6 萬 | 0.06% | −1,033−3.4% | 減碼 |
| JustInvest LLC | 28,281 | $107.5 萬 | 0.02% | +523+1.9% | 加碼 |
| Campbell & CO Investment Adviser LLC | 28,201 | $107.2 萬 | 0.09% | +20,008+244.2% | 加碼 |
| Ellsworth Advisors, LLC | 28,373 | $103.6 萬 | 0.30% | +1,534+5.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $101.9 萬 | 0.00% | 00.0% | 不變 |
| Toroso Investments, LLC | 26,396 | $100.3 萬 | 0.02% | −1,047−3.8% | 減碼 |
| Squarepoint Ops LLC | 26,220 | $99.7 萬 | 0.00% | +26,220 | 新進 |
| Wilbanks Smith & Thomas Asset Management LLC | 26,197 | $99.6 萬 | 0.03% | −1,813−6.5% | 減碼 |
| Securian Asset Management, Inc | 25,803 | $98.1 萬 | 0.03% | −1,048−3.9% | 減碼 |
| Ritholtz Wealth Management | 25,753 | $97.9 萬 | 0.03% | −5,267−17.0% | 減碼 |
| Maryland State Retirement & Pension System | 27,283 | $97.0 萬 | 0.02% | 00.0% | 不變 |
| Janney Montgomery Scott LLC | 25,295 | $96.1 萬 | 0.00% | −661−2.5% | 減碼 |
| Prudential Financial Inc | 24,114 | $91.7 萬 | 0.00% | +3,101+14.8% | 加碼 |
| Daiwa Securities Group Inc. | 24,093 | $91.6 萬 | 0.01% | +2,300+10.6% | 加碼 |
| Gabelli Funds LLC | 24,000 | $91.2 萬 | 0.01% | 00.0% | 不變 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 23,760 | $90.3 萬 | 0.01% | −157−0.7% | 減碼 |
| Quest Partners LLC | 23,310 | $88.6 萬 | 0.15% | +23,310 | 新進 |
| United Services Automobile Association | 22,965 | $87.3 萬 | 0.02% | +22,965 | 新進 |
| Global Endowment Management, LP | 22,932 | $87.2 萬 | 0.09% | −6,170−21.2% | 減碼 |
| Avantax Advisory Services, Inc. | 22,554 | $85.7 萬 | 0.01% | +22,554 | 新進 |
| Invst, LLC | 22,742 | $85.1 萬 | 0.10% | +22,742 | 新進 |
| Fulton Bank, N.A. | 22,112 | $84.0 萬 | 0.03% | +122+0.6% | 加碼 |
| Credit Agricole S A | 22,666 | $82.1 萬 | 0.01% | +22,666 | 新進 |
| Meiji Yasuda Life Insurance Co | 21,490 | $81.7 萬 | 0.02% | −5,000−18.9% | 減碼 |
| Achmea Investment Management B.V. | 20,983 | $79.7 萬 | 0.02% | +20,983 | 新進 |
| Crossmark Global Holdings, Inc. | 20,510 | $78.0 萬 | 0.01% | −360−1.7% | 減碼 |
| Anchor Investment Management, LLC | 20,517 | $78.0 萬 | 0.08% | +70.0% | 加碼 |
| Cetera Investment Advisers | 19,972 | $75.9 萬 | 0.00% | +13,173+193.7% | 加碼 |
| Quantinno Capital Management LP | 19,671 | $74.8 萬 | 0.02% | +4,338+28.3% | 加碼 |
| Bridgefront Capital, LLC | 18,840 | $71.6 萬 | 0.54% | +18,840 | 新進 |
| Candriam Luxembourg S.C.A. | 18,743 | $71.2 萬 | 0.00% | −3,082−14.1% | 減碼 |
| Rodgers Brothers Inc. | 18,500 | $70.3 萬 | 0.10% | 00.0% | 不變 |
| Jacobs Levy Equity Management, Inc | 18,047 | $68.6 萬 | 0.00% | −454−2.5% | 減碼 |
| Twinbeech Capital LP | 17,914 | $68.1 萬 | 0.01% | −114,459−86.5% | 減碼 |
| Greenleaf Trust | 17,825 | $67.8 萬 | 0.01% | −148−0.8% | 減碼 |
| FinTrust Capital Advisors, LLC | 17,709 | $67.3 萬 | 0.13% | −24−0.1% | 減碼 |
| Aquatic Capital Management LLC | 17,500 | $66.5 萬 | 0.02% | −5,800−24.9% | 減碼 |
| Mariner, LLC | 17,258 | $65.6 萬 | 0.00% | +26+0.2% | 加碼 |
| Capital Insight Partners, LLC | 17,172 | $65.3 萬 | 0.12% | +5,104+42.3% | 加碼 |
| APG Asset Management N.V. | 18,466 | $65.0 萬 | 0.00% | −400−2.1% | 減碼 |
| Cerity Partners LLC | 17,044 | $64.8 萬 | 0.00% | +8,788+106.4% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 16,881 | $64.2 萬 | 0.01% | 00.0% | 不變 |
| CIBC World Markets Inc. | 16,790 | $63.8 萬 | 0.00% | +5,792+52.7% | 加碼 |
| Prelude Capital Management, LLC | 16,744 | $63.6 萬 | 0.04% | +16,744 | 新進 |
| Metis Global Partners, LLC | 16,157 | $61.4 萬 | 0.02% | +16,157 | 新進 |
| Federation des caisses Desjardins du Quebec | 17,622 | $60.7 萬 | 0.00% | +4,296+32.2% | 加碼 |
| ProShare Advisors LLC | 15,306 | $58.2 萬 | 0.00% | −1,430−8.5% | 減碼 |
| Profund Advisors LLC | 15,249 | $58.0 萬 | 0.02% | −1,091−6.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $55.9 萬 | 0.01% | 00.0% | 不變 |
| Investment Management Corp of Ontario | 14,640 | $55.6 萬 | 0.02% | −2,700−15.6% | 減碼 |
| CSS LLC | 14,395 | $54.7 萬 | 0.04% | 00.0% | 不變 |
| Van Leeuwen & Company, LLC | 14,382 | $54.7 萬 | 0.28% | +2,389+19.9% | 加碼 |
| Gsa Capital Partners LLP | 14,253 | $54.2 萬 | 0.04% | +14,253 | 新進 |
| Los Angeles Capital Management LLC | 13,984 | $53.2 萬 | 0.00% | +13,984 | 新進 |
| CIBC World Markets Corp | 13,858 | $52.7 萬 | 0.00% | +4,181+43.2% | 加碼 |
| Shelton Capital Management | 13,723 | $52.2 萬 | 0.01% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 13,660 | $51.9 萬 | 0.00% | −46,915−77.4% | 減碼 |
| Aviva PLC | 13,542 | $51.5 萬 | 0.00% | −81−0.6% | 減碼 |
| Susquehanna International Group, LLP | 13,394 | $50.9 萬 | 0.00% | −201,734−93.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 13,353 | $50.8 萬 | 0.00% | +957+7.7% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 13,288 | $50.5 萬 | 0.02% | +13,288 | 新進 |
| Tokio Marine Asset Management Co Ltd | 13,097 | $49.8 萬 | 0.03% | +528+4.2% | 加碼 |
| Acadian Asset Management LLC | 12,915 | $49.0 萬 | 0.00% | +488+3.9% | 加碼 |
| Creative Planning | 12,867 | $48.9 萬 | 0.00% | −26−0.2% | 減碼 |
| Equitable Holdings, Inc. | 12,735 | $48.4 萬 | 0.01% | +173+1.4% | 加碼 |
| Abn Amro Investment Solutions | 12,409 | $47.2 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 12,220 | $46.4 萬 | 0.01% | −190−1.5% | 減碼 |
| Centiva Capital, LP | 11,986 | $45.6 萬 | 0.03% | −1,051−8.1% | 減碼 |
| CIBC Asset Management Inc | 11,466 | $43.6 萬 | 0.00% | +22+0.2% | 加碼 |
| Advisory Services Network, LLC | 11,460 | $43.6 萬 | 0.01% | +975+9.3% | 加碼 |
| Rothschild Investment LLC | 11,425 | $43.4 萬 | 0.03% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 11,162 | $42.4 萬 | 0.01% | +4,058+57.1% | 加碼 |