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 |
|---|---|---|---|---|---|
| Rakuten Investment Management, Inc. | 4,506 | $18.3 萬 | 0.00% | +1,577+53.8% | 加碼 |
| Catalyst Funds Management Pty Ltd | 4,600 | $18.8 萬 | 0.05% | +3,400+283.3% | 加碼 |
| Fifth Third Bancorp | 4,615 | $18.9 萬 | 0.00% | +479+11.6% | 加碼 |
| Advus Financial Partners, LLC | 4,956 | $20.3 萬 | 0.06% | +4,956 | 新進 |
| Sit Investment Associates Inc | 5,100 | $20.8 萬 | 0.00% | −1,210−19.2% | 減碼 |
| Advisor Group Holdings, Inc. | 5,105 | $20.9 萬 | 0.00% | +1,530+42.8% | 加碼 |
| Blair William & Co | 5,170 | $21.1 萬 | 0.00% | +5,170 | 新進 |
| Vestcor Inc | 5,182 | $21.2 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 5,196 | $21.2 萬 | 0.00% | +5,196 | 新進 |
| iA Global Asset Management Inc. | 5,213 | $21.3 萬 | 0.00% | −919−15.0% | 減碼 |
| D. E. Shaw & Co., Inc. | 5,400 | $22.1 萬 | 0.00% | −155,232−96.6% | 減碼 |
| Nomura Holdings Inc | 5,461 | $22.3 萬 | 0.00% | −113,184−95.4% | 減碼 |
| Entropy Technologies, LP | 5,534 | $22.6 萬 | 0.02% | +5,534 | 新進 |
| Signaturefd, LLC | 5,594 | $22.9 萬 | 0.00% | −338−5.7% | 減碼 |
| Caxton Associates LP | 5,628 | $23.0 萬 | 0.01% | +5,628 | 新進 |
| Seeds Investor LLC | 5,755 | $23.5 萬 | 0.12% | +5,755 | 新進 |
| Avidian Wealth Solutions, LLC | 5,929 | $24.2 萬 | 0.01% | +5,929 | 新進 |
| Group One Trading, L.P. | 5,979 | $24.4 萬 | 0.01% | +5,979 | 新進 |
| Boston Private Wealth LLC | 6,078 | $24.8 萬 | 0.01% | −1,633−21.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 6,336 | $25.9 萬 | 0.00% | +224+3.7% | 加碼 |
| Ascent Group, LLC | 6,382 | $26.1 萬 | 0.02% | −258−3.9% | 減碼 |
| Mutual Advisors, LLC | 6,086 | $26.1 萬 | 0.01% | +511+9.2% | 加碼 |
| Ossiam | 6,447 | $26.3 萬 | 0.00% | +213+3.4% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,520 | $26.6 萬 | 0.00% | +1,737+36.3% | 加碼 |
| RSM US Wealth Management LLC | 6,567 | $26.8 萬 | 0.00% | +6,567 | 新進 |
| Atomi Financial Group, Inc. | 6,563 | $26.8 萬 | 0.02% | +6,563 | 新進 |
| Pacific Global Investment Management CO | 6,619 | $27.0 萬 | 0.05% | −556−7.7% | 減碼 |
| GAMMA Investing LLC | 6,657 | $27.2 萬 | 0.04% | +4,718+243.3% | 加碼 |
| Kathmere Capital Management, LLC | 6,685 | $27.3 萬 | 0.03% | 00.0% | 不變 |
| Machina Capital S.A.S. | 6,750 | $27.6 萬 | 0.12% | +6,750 | 新進 |
| Harvest Fund Management Co., Ltd | 6,894 | $28.1 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Inc. | 6,943 | $28.4 萬 | 0.00% | −9,847−58.6% | 減碼 |
| Brinker Capital Investments, LLC | 7,018 | $28.7 萬 | 0.00% | +7,018 | 新進 |
| Orion Portfolio Solutions, LLC | 7,018 | $28.7 萬 | 0.00% | +7,018 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 7,246 | $29.6 萬 | 0.01% | +7,246 | 新進 |
| Simplicity Wealth,LLC | 7,399 | $30.2 萬 | 0.01% | −184−2.4% | 減碼 |
| Bleakley Financial Group, LLC | 7,399 | $30.2 萬 | 0.01% | −184−2.4% | 減碼 |
| We Are One Seven, LLC | 7,496 | $30.6 萬 | 0.01% | +77+1.0% | 加碼 |
| Rafferty Asset Management, LLC | 7,535 | $30.8 萬 | 0.00% | +7,535 | 新進 |
| Symmetry Investments LP | 7,564 | $30.9 萬 | 0.04% | +7,564 | 新進 |
| Quinn Opportunity Partners LLC | 7,776 | $31.8 萬 | 0.04% | −22,637−74.4% | 減碼 |
| Qsemble Capital Management, LP | 7,827 | $32.0 萬 | 0.06% | +7,827 | 新進 |
| Diversified Trust Co | 8,034 | $32.8 萬 | 0.01% | +8,034 | 新進 |
| Chiron Investment Management, LLC | 8,136 | $33.2 萬 | 0.13% | +3,982+95.9% | 加碼 |
| Romano Brothers and Company | 8,175 | $33.4 萬 | 0.05% | 00.0% | 不變 |
| MAI Capital Management | 8,208 | $33.5 萬 | 0.00% | +107+1.3% | 加碼 |
| US Bancorp | 8,271 | $33.8 萬 | 0.00% | −1,797−17.8% | 減碼 |
| Asahi Life Asset Management Co., Ltd. | 8,350 | $34.1 萬 | 0.23% | −1,110−11.7% | 減碼 |
| Pitcairn Co | 8,758 | $35.8 萬 | 0.02% | +752+9.4% | 加碼 |
| Truist Financial Corp | 8,929 | $36.5 萬 | 0.00% | +2,180+32.3% | 加碼 |
| Cambria Investment Management, L.P. | 9,257 | $37.8 萬 | 0.02% | +9,257 | 新進 |
| Integrated Wealth Concepts LLC | 9,527 | $38.9 萬 | 0.01% | +8+0.1% | 加碼 |
| Fiduciary Financial Group, LLC | 9,032 | $39.0 萬 | 0.09% | +9,032 | 新進 |
| Fifth Third Wealth Advisors LLC | 9,561 | $39.1 萬 | 0.03% | +9,561 | 新進 |
| Sanctuary Advisors, LLC | 10,861 | $40.1 萬 | 0.00% | +10,861 | 新進 |
| Gotham Asset Management, LLC | 9,858 | $40.3 萬 | 0.01% | −1,207−10.9% | 減碼 |
| Boothbay Fund Management, LLC | 9,976 | $40.8 萬 | 0.01% | +9,976 | 新進 |
| Ellevest, Inc. | 10,011 | $40.9 萬 | 0.02% | −680−6.4% | 減碼 |
| Quadrature Capital Ltd | 10,120 | $41.3 萬 | 0.01% | −22,452−68.9% | 減碼 |
| Pearl River Capital, LLC | 10,211 | $41.7 萬 | 0.07% | +10,211 | 新進 |
| Atlas Capital Advisors LLC | 10,220 | $41.8 萬 | 0.05% | +10,220 | 新進 |
| Cresset Asset Management, LLC | 10,453 | $42.7 萬 | 0.00% | +1,001+10.6% | 加碼 |
| Tributary Capital Management, LLC | 10,500 | $42.9 萬 | 0.04% | 00.0% | 不變 |
| CSS LLC | 10,895 | $44.5 萬 | 0.03% | −3,500−24.3% | 減碼 |
| Epoch Investment Partners, Inc. | 10,909 | $44.6 萬 | 0.00% | +10,909 | 新進 |
| CIBC Asset Management Inc | 11,181 | $45.7 萬 | 0.00% | −285−2.5% | 減碼 |
| Profund Advisors LLC | 11,374 | $46.5 萬 | 0.02% | −3,875−25.4% | 減碼 |
| Prudential PLC | 11,391 | $46.5 萬 | 0.00% | +11,391 | 新進 |
| Rothschild Investment LLC | 11,425 | $46.7 萬 | 0.03% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 11,424 | $46.7 萬 | 0.05% | +11,424 | 新進 |
| NBC Securities, Inc. | 11,862 | $48.4 萬 | 0.04% | +1,742+17.2% | 加碼 |
| AXS Investments LLC | 12,000 | $49.0 萬 | 0.14% | −20,000−62.5% | 減碼 |
| Veriti Management LLC | 12,185 | $49.8 萬 | 0.03% | +3,024+33.0% | 加碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 12,199 | $49.8 萬 | 0.10% | +12,199 | 新進 |
| Shelton Capital Management | 12,218 | $49.9 萬 | 0.01% | −1,505−11.0% | 減碼 |
| Pinnacle Associates Ltd | 12,247 | $50.0 萬 | 0.01% | +27+0.2% | 加碼 |
| Oak Thistle LLC | 12,259 | $50.1 萬 | 0.37% | +12,259 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 12,352 | $50.5 萬 | 0.02% | −936−7.0% | 減碼 |
| Advisory Services Network, LLC | 12,386 | $50.6 萬 | 0.01% | +926+8.1% | 加碼 |
| Pathstone Holdings, LLC | 12,509 | $51.1 萬 | 0.00% | +2,963+31.0% | 加碼 |
| Equitable Holdings, Inc. | 12,767 | $52.2 萬 | 0.01% | +32+0.3% | 加碼 |
| Inceptionr LLC | 13,014 | $53.2 萬 | 0.15% | +13,014 | 新進 |
| Creative Planning | 13,065 | $53.4 萬 | 0.00% | +198+1.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,097 | $53.5 萬 | 0.03% | 00.0% | 不變 |
| Quest Partners LLC | 13,374 | $54.6 萬 | 0.07% | −9,936−42.6% | 減碼 |
| Verition Fund Management LLC | 13,712 | $56.0 萬 | 0.00% | −30,621−69.1% | 減碼 |
| Tower Research Capital LLC (TRC) | 13,747 | $56.2 萬 | 0.01% | +3,109+29.2% | 加碼 |
| Nisa Investment Advisors, LLC | 13,755 | $56.2 萬 | 0.00% | +95+0.7% | 加碼 |
| Prelude Capital Management, LLC | 13,781 | $56.3 萬 | 0.05% | −2,963−17.7% | 減碼 |
| Jefferies Financial Group Inc. | 14,000 | $57.2 萬 | 0.01% | −43,000−75.4% | 減碼 |
| Algert Global LLC | 14,188 | $58.0 萬 | 0.02% | +3,540+33.2% | 加碼 |
| The PNC Financial Services Group, Inc. | 14,264 | $58.3 萬 | 0.00% | +911+6.8% | 加碼 |
| Qtron Investments LLC | 14,357 | $58.7 萬 | 0.08% | +14,357 | 新進 |
| ProShare Advisors LLC | 14,418 | $58.9 萬 | 0.00% | −888−5.8% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 14,473 | $59.1 萬 | 0.00% | +3,342+30.0% | 加碼 |
| Cerity Partners LLC | 14,620 | $59.7 萬 | 0.00% | −2,424−14.2% | 減碼 |
| Abn Amro Investment Solutions | 14,635 | $59.8 萬 | 0.01% | +2,226+17.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 14,700 | $60.1 萬 | 0.01% | 00.0% | 不變 |
| Hennessy Advisors Inc | 15,000 | $61.3 萬 | 0.02% | +15,000 | 新進 |
| Metis Global Partners, LLC | 15,887 | $64.9 萬 | 0.02% | −270−1.7% | 減碼 |