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 |
|---|---|---|---|---|---|
| Bank of Nova Scotia | 11,130 | $42.3 萬 | 0.00% | −3,034−21.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 11,131 | $42.3 萬 | 0.00% | −11,023−49.8% | 減碼 |
| Gotham Asset Management, LLC | 11,065 | $42.1 萬 | 0.01% | −3,232−22.6% | 減碼 |
| M&T Bank Corp | 10,742 | $40.8 萬 | 0.00% | −1,163−9.8% | 減碼 |
| Ellevest, Inc. | 10,691 | $40.6 萬 | 0.03% | −108−1.0% | 減碼 |
| Algert Global LLC | 10,648 | $40.5 萬 | 0.02% | −8,872−45.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 10,638 | $40.4 萬 | 0.01% | −36,158−77.3% | 減碼 |
| Tributary Capital Management, LLC | 10,500 | $39.9 萬 | 0.03% | +3,000+40.0% | 加碼 |
| NBC Securities, Inc. | 10,120 | $38.4 萬 | 0.04% | −6−0.1% | 減碼 |
| US Bancorp | 10,068 | $38.3 萬 | 0.00% | +423+4.4% | 加碼 |
| Pathstone Holdings, LLC | 9,546 | $36.3 萬 | 0.00% | +920+10.7% | 加碼 |
| Integrated Wealth Concepts LLC | 9,519 | $36.2 萬 | 0.01% | +125+1.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 9,460 | $36.0 萬 | 0.22% | −1,340−12.4% | 減碼 |
| Cresset Asset Management, LLC | 9,452 | $35.9 萬 | 0.00% | −31−0.3% | 減碼 |
| Handelsinvest Investeringsforvaltning | 9,298 | $35.3 萬 | 0.17% | −4,827−34.2% | 減碼 |
| Veriti Management LLC | 9,161 | $34.8 萬 | 0.03% | +788+9.4% | 加碼 |
| Teacher Retirement System of Texas | 8,606 | $32.7 萬 | 0.00% | −7,400−46.2% | 減碼 |
| Romano Brothers and Company | 8,175 | $31.1 萬 | 0.04% | 00.0% | 不變 |
| MAI Capital Management | 8,101 | $30.8 萬 | 0.00% | −828−9.3% | 減碼 |
| Pitcairn Co | 8,006 | $30.4 萬 | 0.02% | −5,064−38.7% | 減碼 |
| Boston Private Wealth LLC | 7,711 | $29.3 萬 | 0.01% | −900−10.5% | 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 |
| We Are One Seven, LLC | 7,419 | $28.2 萬 | 0.01% | −699−8.6% | 減碼 |
| Pacific Global Investment Management CO | 7,175 | $27.3 萬 | 0.05% | −209−2.8% | 減碼 |
| Harvest Fund Management Co., Ltd | 6,894 | $26.2 萬 | 0.02% | +4,969+258.1% | 加碼 |
| Teza Capital Management LLC | 6,810 | $25.9 萬 | 0.03% | +6,810 | 新進 |
| Truist Financial Corp | 6,749 | $25.7 萬 | 0.00% | −1,139−14.4% | 減碼 |
| Kathmere Capital Management, LLC | 6,685 | $25.4 萬 | 0.03% | −1,014−13.2% | 減碼 |
| Ascent Group, LLC | 6,640 | $25.2 萬 | 0.02% | −365−5.2% | 減碼 |
| Sit Investment Associates Inc | 6,310 | $24.0 萬 | 0.01% | +400+6.8% | 加碼 |
| Savant Capital, LLC | 6,269 | $23.8 萬 | 0.00% | +6,269 | 新進 |
| Ossiam | 6,234 | $23.7 萬 | 0.00% | −14,443−69.9% | 減碼 |
| Walleye Capital LLC | 6,147 | $23.4 萬 | 0.00% | +6,147 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 6,144 | $23.4 萬 | 0.02% | +6,144 | 新進 |
| iA Global Asset Management Inc. | 6,132 | $23.3 萬 | 0.00% | +280+4.8% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 6,112 | $23.2 萬 | 0.00% | +6,112 | 新進 |
| Signaturefd, LLC | 5,932 | $22.5 萬 | 0.00% | −2,060−25.8% | 減碼 |
| Capstone Investment Advisors, LLC | 5,642 | $21.4 萬 | 0.00% | −5,755−50.5% | 減碼 |
| Petrus Trust Company, LTA | 5,624 | $21.4 萬 | 0.02% | −9,488−62.8% | 減碼 |
| Mutual Advisors, LLC | 5,575 | $21.2 萬 | 0.01% | +5,575 | 新進 |
| Paradigm Asset Management Co LLC | 5,400 | $20.5 萬 | 0.05% | −1,900−26.0% | 減碼 |
| Summit Global Investments | 5,356 | $20.4 萬 | 0.02% | −26,595−83.2% | 減碼 |
| Commonwealth Equity Services, LLC | 5,344 | $20.3 萬 | 0.00% | −1,390−20.6% | 減碼 |
| Vestcor Inc | 5,182 | $19.7 萬 | 0.01% | −58−1.1% | 減碼 |
| UniSuper Management Pty Ltd | 4,800 | $18.2 萬 | 0.00% | +2,200+84.6% | 加碼 |
| IFP Advisors, Inc | 4,792 | $18.2 萬 | 0.01% | +3,667+326.0% | 加碼 |
| Allspring Global Investments Holdings, LLC | 4,783 | $18.2 萬 | 0.00% | −46,204−90.6% | 減碼 |
| Chiron Investment Management, LLC | 4,154 | $15.8 萬 | 0.07% | +4,154 | 新進 |
| Fifth Third Bancorp | 4,136 | $15.7 萬 | 0.00% | −83−2.0% | 減碼 |
| Ostrum Asset Management | 4,119 | $15.7 萬 | 0.01% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 4,001 | $15.2 萬 | 0.03% | 00.0% | 不變 |
| Colonial Trust Co | 4,000 | $15.2 萬 | 0.03% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 3,609 | $13.9 萬 | 0.04% | +1,019+39.3% | 加碼 |
| Advisor Group Holdings, Inc. | 3,575 | $13.6 萬 | 0.00% | −18,185−83.6% | 減碼 |
| Rakuten Investment Management, Inc. | 2,929 | $11.1 萬 | 0.00% | +2,680+1,076.3% | 加碼 |
| CWM, LLC | 2,929 | $11.1 萬 | 0.00% | +513+21.2% | 加碼 |
| Quent Capital, LLC | 2,910 | $11.1 萬 | 0.01% | +3+0.1% | 加碼 |
| Advisors Asset Management, Inc. | 2,632 | $10.0 萬 | 0.00% | +990+60.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,605 | $9.62 萬 | 0.01% | +1,526+141.4% | 加碼 |
| Gen-Wealth Partners Inc | 2,100 | $7.98 萬 | 0.04% | +2,100 | 新進 |
| GAMMA Investing LLC | 1,939 | $7.37 萬 | 0.02% | +405+26.4% | 加碼 |
| TD Private Client Wealth LLC | 1,722 | $6.55 萬 | 0.00% | −1,625−48.6% | 減碼 |
| Rise Advisors, LLC | 1,704 | $6.48 萬 | 0.03% | +1,592+1,421.4% | 加碼 |
| Jones Financial Companies LLLP | 1,671 | $6.35 萬 | 0.00% | +1,671 | 新進 |
| Quadrant Capital Group LLC | 1,665 | $6.33 萬 | 0.00% | −604−26.6% | 減碼 |
| National Pension Service | 1,655 | $6.29 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, N.A. | 1,649 | $6.27 萬 | 0.00% | +1,533+1,321.6% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 1,589 | $6.00 萬 | 0.00% | −2,205−58.1% | 減碼 |
| AdvisorNet Financial, Inc | 1,532 | $5.82 萬 | 0.01% | −419−21.5% | 減碼 |
| Annis Gardner Whiting Capital Advisors, LLC | 1,480 | $5.63 萬 | 0.02% | +1,480 | 新進 |
| nVerses Capital, LLC | 1,300 | $4.94 萬 | 0.12% | +1,300 | 新進 |
| Catalyst Funds Management Pty Ltd | 1,200 | $4.56 萬 | 0.01% | +1,200 | 新進 |
| Cape Investment Advisory, Inc. | 1,108 | $4.21 萬 | 0.02% | +7+0.6% | 加碼 |
| Gladius Capital Management LP | 1,034 | $3.93 萬 | 0.04% | +1,034 | 新進 |
| Lindbrook Capital, LLC | 1,004 | $3.82 萬 | 0.00% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 954 | $3.57 萬 | 0.00% | +1+0.1% | 加碼 |
| Northwestern Mutual Wealth Management Co | 931 | $3.54 萬 | 0.00% | +20+2.2% | 加碼 |
| Steward Partners Investment Advisory, LLC | 873 | $3.32 萬 | 0.00% | +61+7.5% | 加碼 |
| Global Retirement Partners, LLC | 866 | $3.29 萬 | 0.00% | −293−25.3% | 減碼 |
| Ronald Blue Trust, Inc. | 822 | $3.12 萬 | 0.00% | −440−34.9% | 減碼 |
| Umb Bank N A | 780 | $2.96 萬 | 0.00% | +82+11.7% | 加碼 |
| New Covenant Trust Company, N.A. | 744 | $2.83 萬 | 0.03% | +744 | 新進 |
| Continuum Advisory, LLC | 705 | $2.79 萬 | 0.00% | +705 | 新進 |
| Deseret Mutual Benefit Administrators | 661 | $2.51 萬 | 0.01% | −206−23.8% | 減碼 |
| Parallel Advisors, LLC | 645 | $2.45 萬 | 0.00% | +28+4.5% | 加碼 |
| Assetmark, Inc | 600 | $2.28 萬 | 0.00% | 00.0% | 不變 |
| ClariVest Asset Management LLC | 532 | $2.02 萬 | 0.00% | +70+15.2% | 加碼 |
| Private Trust Co NA | 435 | $1.65 萬 | 0.00% | 00.0% | 不變 |
| McIlrath & Eck, LLC | 421 | $1.60 萬 | 0.00% | 00.0% | 不變 |
| Principal Securities, Inc. | 417 | $1.58 萬 | 0.00% | −156−27.2% | 減碼 |
| Covestor Ltd | 399 | $1.50 萬 | 0.01% | −2−0.5% | 減碼 |
| Brown Brothers Harriman & Co | 368 | $1.40 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 327 | $1.24 萬 | 0.00% | +2+0.6% | 加碼 |
| Quarry LP | 327 | $1.24 萬 | 0.01% | −1,948−85.6% | 減碼 |
| Nelson, Van Denburg & Campbell Wealth Management Group, LLC | 305 | $1.16 萬 | 0.00% | +305 | 新進 |
| Huntington National Bank | 265 | $1.01 萬 | 0.00% | +123+86.6% | 加碼 |
| Venturi Wealth Management, LLC | 264 | $1.00 萬 | 0.00% | +264 | 新進 |
| Massmutual Trust Co FSB | 252 | $9,579 | 0.00% | −95−27.4% | 減碼 |
| Smartleaf Asset Management LLC | 250 | $9,492 | 0.00% | +31+14.2% | 加碼 |