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 2 季 13F 持有人
Equitable Holdings, Inc. 在 2024/6/30 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
- 491
- 較 2024 年第 1 季 +51 家
- 持有股數
- 3.07 億
- 較 2024 年第 1 季 −687.2 萬 (−2.2%)
- 總市值
- $125.3 億
- 較 2024 年第 1 季 +$6.19 億 (+5.2%)
- 新進機構
- 94
- 另有 158 家加碼
- 清倉機構
- 43
- 另有 175 家減碼
另有 7 家機構在 2024 年第 1 季持有、還沒有申報 2024 年第 2 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 2 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,359,684 | $14.9 億 | 0.03% | −1,074,992−2.9% | 減碼 |
| BlackRock Inc. | 26,326,279 | $10.8 億 | 0.02% | −5,706,948−17.8% | 減碼 |
| Price T Rowe Associates Inc | 21,075,741 | $8.61 億 | 0.10% | −4,695,722−18.2% | 減碼 |
| Canada Pension Plan Investment Board | 18,652,997 | $7.62 億 | 0.75% | −151,688−0.8% | 減碼 |
| Pzena Investment Management LLC | 18,642,684 | $7.62 億 | 2.68% | −6,677,949−26.4% | 減碼 |
| Norges Bank | 15,434,509 | $6.31 億 | 0.09% | −1,532,918−9.0% | 減碼 |
| State Street Corp | 12,638,665 | $5.16 億 | 0.02% | −606,670−4.6% | 減碼 |
| Invesco Ltd. | 7,245,646 | $2.96 億 | 0.06% | −509,531−6.6% | 減碼 |
| Geode Capital Management, LLC | 6,905,830 | $2.82 億 | 0.02% | +166,327+2.5% | 加碼 |
| HSBC Holdings PLC | 6,840,185 | $2.79 億 | 0.18% | −478,895−6.5% | 減碼 |
| First Trust Advisors LP | 6,574,101 | $2.69 億 | 0.27% | −556,237−7.8% | 減碼 |
| Conifer Management, L.L.C. | 6,000,000 | $2.45 億 | 30.06% | −854,000−12.5% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 5,859,547 | $2.39 億 | 0.92% | +3,802,356+184.8% | 加碼 |
| Wellington Management Group LLP | 5,352,195 | $2.19 億 | 0.04% | −2,028,241−27.5% | 減碼 |
| Thornburg Investment Management Inc | 5,267,993 | $2.15 億 | 3.03% | 00.0% | 不變 |
| Sessa Capital IM, L.P. | 4,995,719 | $2.04 億 | 7.97% | −180,000−3.5% | 減碼 |
| Massachusetts Financial Services Co | 4,943,718 | $2.02 億 | 0.06% | −4,559,997−48.0% | 減碼 |
| Dimensional Fund Advisors LP | 4,083,650 | $1.67 億 | 0.04% | +539,904+15.2% | 加碼 |
| Bank of New York Mellon Corp | 3,724,092 | $1.52 億 | 0.03% | +7,559+0.2% | 加碼 |
| Northern Trust Corp | 3,508,515 | $1.43 億 | 0.02% | −91,835−2.6% | 減碼 |
| Goldman Sachs Group Inc | 3,389,721 | $1.39 億 | 0.03% | +1,965,536+138.0% | 加碼 |
| Acadian Asset Management LLC | 3,168,402 | $1.29 億 | 0.40% | +3,155,487+24,432.7% | 加碼 |
| Morgan Stanley | 2,994,418 | $1.22 億 | 0.01% | +35,269+1.2% | 加碼 |
| Zurich Insurance Group Ltd | 2,696,427 | $1.10 億 | 0.95% | +2,696,427 | 新進 |
| Nuveen Asset Management, LLC | 2,466,532 | $1.01 億 | 0.03% | −265,370−9.7% | 減碼 |
| UBS Asset Management Americas Inc | 2,165,976 | $8,850 萬 | 0.03% | +747,607+52.7% | 加碼 |
| Charles Schwab Investment Management Inc | 2,096,215 | $8,565 萬 | 0.02% | −28,167−1.3% | 減碼 |
| Alyeska Investment Group, L.P. | 2,086,293 | $8,525 萬 | 0.49% | +2,086,293 | 新進 |
| Principal Financial Group Inc | 1,969,388 | $8,047 萬 | 0.05% | +721,028+57.8% | 加碼 |
| Legal & General Group Plc | 1,629,086 | $6,656 萬 | 0.02% | −138,089−7.8% | 減碼 |
| Amundi | 1,592,100 | $6,537 萬 | 0.03% | +884,904+125.1% | 加碼 |
| Samlyn Capital, LLC | 1,550,020 | $6,333 萬 | 1.09% | +1,550,020 | 新進 |
| Ensign Peak Advisors, Inc | 1,482,169 | $6,056 萬 | 0.11% | −571,944−27.8% | 減碼 |
| Marshall Wace, LLP | 1,412,269 | $5,771 萬 | 0.08% | +43,077+3.1% | 加碼 |
| Arrowstreet Capital, Limited Partnership | 1,357,087 | $5,545 萬 | 0.05% | +369,318+37.4% | 加碼 |
| Balyasny Asset Management LLC | 1,265,432 | $5,171 萬 | 0.13% | +720,772+132.3% | 加碼 |
| Ci Investments Inc. | 1,259,304 | $5,146 萬 | 0.20% | −98,340−7.2% | 減碼 |
| Capital International Investors | 1,192,271 | $4,872 萬 | 0.01% | +1,192,271 | 新進 |
| Woodline Partners LP | 1,151,099 | $4,703 萬 | 0.45% | −43,637−3.7% | 減碼 |
| Man Group plc | 1,127,938 | $4,609 萬 | 0.12% | +907,401+411.5% | 加碼 |
| Rhumbline Advisers | 1,080,609 | $4,415 萬 | 0.04% | +67,176+6.6% | 加碼 |
| Ameriprise Financial Inc | 1,064,629 | $4,350 萬 | 0.01% | −46,557−4.2% | 減碼 |
| Deutsche Bank AG | 1,040,803 | $4,253 萬 | 0.02% | +52,073+5.3% | 加碼 |
| Storebrand Asset Management AS | 979,507 | $4,002 萬 | 0.13% | +64,499+7.0% | 加碼 |
| Swiss National Bank | 970,000 | $3,963 萬 | 0.03% | −43,600−4.3% | 減碼 |
| Millennium Management LLC | 954,727 | $3,901 萬 | 0.03% | +369,981+63.3% | 加碼 |
| Poplar Forest Capital LLC | 919,216 | $3,756 萬 | 5.24% | −128,242−12.2% | 減碼 |
| Gillson Capital LP | 772,384 | $3,156 萬 | 3.05% | −32,616−4.1% | 減碼 |
| Franklin Resources Inc | 771,963 | $3,154 萬 | 0.01% | +103,917+15.6% | 加碼 |
| JPMorgan Chase & Co | 755,196 | $3,086 萬 | 0.00% | +121,102+19.1% | 加碼 |
| Manufacturers Life Insurance Company, The | 745,799 | $3,047 萬 | 0.03% | −117,700−13.6% | 減碼 |
| AQR Capital Management LLC | 727,892 | $2,974 萬 | 0.05% | +249,639+52.2% | 加碼 |
| Swedbank AB | 711,504 | $2,907 萬 | 0.04% | −5,058−0.7% | 減碼 |
| Algebris (UK) Ltd | 761,984 | $2,906 萬 | 9.35% | −12,166−1.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 704,135 | $2,877 萬 | 0.02% | −135,407−16.1% | 減碼 |
| Russell Investments Group, Ltd. | 679,706 | $2,762 萬 | 0.04% | +162,942+31.5% | 加碼 |
| Allianz Asset Management GmbH | 674,347 | $2,755 萬 | 0.04% | +469,204+228.7% | 加碼 |
| Voloridge Investment Management, LLC | 660,543 | $2,699 萬 | 0.10% | −797,155−54.7% | 減碼 |
| California Public Employees Retirement System | 633,049 | $2,587 萬 | 0.02% | +4,165+0.7% | 加碼 |
| Federated Hermes, Inc. | 600,662 | $2,454 萬 | 0.06% | +550,436+1,095.9% | 加碼 |
| Interval Partners, LP | 598,070 | $2,444 萬 | 0.72% | −49,609−7.7% | 減碼 |
| Artemis Investment Management LLP | 595,091 | $2,432 萬 | 0.33% | +595,091 | 新進 |
| Two Sigma Investments, LP | 575,810 | $2,353 萬 | 0.06% | +250,728+77.1% | 加碼 |
| California State Teachers Retirement System | 571,852 | $2,337 萬 | 0.03% | −51,083−8.2% | 減碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 562,414 | $2,298 萬 | 0.07% | −50,870−8.3% | 減碼 |
| CBOE Vest Financial, LLC | 559,510 | $2,286 萬 | 0.55% | +38,104+7.3% | 加碼 |
| FMR LLC | 558,104 | $2,280 萬 | 0.00% | −7,014−1.2% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 556,743 | $2,275 萬 | 1.02% | +556,743 | 新進 |
| Bank of America Corp | 542,601 | $2,217 萬 | 0.00% | +26,142+5.1% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 515,439 | $2,106 萬 | 0.01% | +515,439 | 新進 |
| Voya Investment Management LLC | 511,578 | $2,090 萬 | 0.02% | −16,968−3.2% | 減碼 |
| Robeco Institutional Asset Management B.V. | 508,841 | $2,079 萬 | 0.04% | +143,775+39.4% | 加碼 |
| Great West Life Assurance Co | 490,009 | $2,002 萬 | 0.04% | +56,015+12.9% | 加碼 |
| Royal Bank of Canada | 478,161 | $1,954 萬 | 0.00% | +437,383+1,072.6% | 加碼 |
| Wells Fargo & Company | 469,372 | $1,918 萬 | 0.00% | +111,433+31.1% | 加碼 |
| Jane Street Group, LLC | 467,700 | $1,911 萬 | 0.02% | +413,225+758.6% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 442,709 | $1,809 萬 | 0.04% | −13,213−2.9% | 減碼 |
| Barclays PLC | 441,654 | $1,805 萬 | 0.01% | −184,559−29.5% | 減碼 |
| American Century Companies Inc | 435,567 | $1,780 萬 | 0.01% | +202,021+86.5% | 加碼 |
| State Board of Administration of Florida Retirement System | 425,585 | $1,739 萬 | 0.03% | −22,025−4.9% | 減碼 |
| Corebridge Financial, Inc. | 390,860 | $1,597 萬 | 0.09% | +390,860 | 新進 |
| Retirement Systems of Alabama | 377,345 | $1,542 萬 | 0.06% | −16,674−4.2% | 減碼 |
| UBS Group AG | 375,253 | $1,533 萬 | 0.00% | +69,541+22.7% | 加碼 |
| Hudson Bay Capital Management LP | 350,000 | $1,430 萬 | 0.11% | +350,000 | 新進 |
| SEI Investments Co | 347,475 | $1,420 萬 | 0.02% | +16,745+5.1% | 加碼 |
| Brandywine Global Investment Management, LLC | 343,242 | $1,402 萬 | 0.10% | +123,656+56.3% | 加碼 |
| Thrivent Financial for Lutherans | 340,277 | $1,390 萬 | 0.03% | −39,159−10.3% | 減碼 |
| Alliancebernstein L.P. | 335,023 | $1,369 萬 | 0.00% | −19,297−5.4% | 減碼 |
| Community Trust & Investment Co | 327,794 | $1,339 萬 | 0.91% | −7,656−2.3% | 減碼 |
| LSV Asset Management | 320,782 | $1,311 萬 | 0.03% | −21,900−6.4% | 減碼 |
| Parkwood LLC | 318,411 | $1,301 萬 | 1.64% | +23,309+7.9% | 加碼 |
| Two Sigma Advisers, LP | 284,900 | $1,164 萬 | 0.03% | +131,300+85.5% | 加碼 |
| Citigroup Inc | 271,611 | $1,110 萬 | 0.01% | +177,837+189.6% | 加碼 |
| Citadel Advisors LLC | 262,394 | $1,072 萬 | 0.01% | −374,346−58.8% | 減碼 |
| HRT Financial LP | 257,754 | $1,053 萬 | 0.06% | +190,570+283.7% | 加碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 252,400 | $1,031 萬 | 0.01% | −340,752−57.4% | 減碼 |
| Assenagon Asset Management S.A. | 248,960 | $1,017 萬 | 0.03% | −91,807−26.9% | 減碼 |
| State of Wisconsin Investment Board | 248,069 | $1,014 萬 | 0.03% | +12,152+5.2% | 加碼 |
| Raymond James & Associates | 246,215 | $1,006 萬 | 0.01% | +132,922+117.3% | 加碼 |
| New York State Common Retirement Fund | 244,308 | $998.2 萬 | 0.01% | −4,842−1.9% | 減碼 |