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 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 15,981 | $65.3 萬 | 0.01% | +10,339+183.3% | 加碼 |
| Bank of Nova Scotia | 16,003 | $65.4 萬 | 0.00% | +4,873+43.8% | 加碼 |
| Investment Management Corp of Ontario | 16,540 | $67.6 萬 | 0.02% | +1,900+13.0% | 加碼 |
| Toroso Investments, LLC | 16,688 | $68.2 萬 | 0.01% | −9,708−36.8% | 減碼 |
| Jacobs Levy Equity Management, Inc | 17,176 | $70.2 萬 | 0.00% | −871−4.8% | 減碼 |
| Anchor Investment Management, LLC | 17,517 | $71.6 萬 | 0.07% | −3,000−14.6% | 減碼 |
| Capital Insight Partners, LLC | 17,612 | $72.0 萬 | 0.14% | +440+2.6% | 加碼 |
| CIBC World Markets Corp | 17,666 | $72.2 萬 | 0.00% | +3,808+27.5% | 加碼 |
| Greenleaf Trust | 17,809 | $72.8 萬 | 0.01% | −16−0.1% | 減碼 |
| Mariner, LLC | 18,248 | $74.6 萬 | 0.00% | +990+5.7% | 加碼 |
| Aigen Investment Management, LP | 18,430 | $75.3 萬 | 0.15% | +18,430 | 新進 |
| Rodgers Brothers Inc. | 18,500 | $75.6 萬 | 0.10% | 00.0% | 不變 |
| Global Endowment Management, LP | 18,835 | $77.0 萬 | 0.08% | −4,097−17.9% | 減碼 |
| Natixis Advisors, L.P. | 18,887 | $77.2 萬 | 0.00% | +18,887 | 新進 |
| Avantax Advisory Services, Inc. | 19,322 | $79.0 萬 | 0.01% | −3,232−14.3% | 減碼 |
| Crossmark Global Holdings, Inc. | 19,427 | $79.4 萬 | 0.02% | −1,083−5.3% | 減碼 |
| FinTrust Capital Advisors, LLC | 20,157 | $82.4 萬 | 0.16% | +2,448+13.8% | 加碼 |
| Quantbot Technologies LP | 20,261 | $82.8 萬 | 0.04% | −159,050−88.7% | 減碼 |
| Janney Montgomery Scott LLC | 20,348 | $83.1 萬 | 0.00% | −4,947−19.6% | 減碼 |
| Friedenthal Financial | 20,344 | $83.1 萬 | 0.52% | +20,344 | 新進 |
| Quantinno Capital Management LP | 21,907 | $89.5 萬 | 0.02% | +2,236+11.4% | 加碼 |
| Daiwa Securities Group Inc. | 22,693 | $92.7 萬 | 0.00% | −1,400−5.8% | 減碼 |
| United Services Automobile Association | 23,499 | $96.0 萬 | 0.02% | +534+2.3% | 加碼 |
| Janus Henderson Group PLC | 23,528 | $96.1 萬 | 0.00% | −6,664−22.1% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 23,508 | $96.1 萬 | 0.00% | +23,508 | 新進 |
| MBB Public Markets I LLC | 23,600 | $96.4 萬 | 0.02% | +23,600 | 新進 |
| Cetera Investment Advisers | 23,832 | $97.4 萬 | 0.00% | +3,860+19.3% | 加碼 |
| Invst, LLC | 23,881 | $97.5 萬 | 0.11% | +1,139+5.0% | 加碼 |
| Gabelli Funds LLC | 24,000 | $98.1 萬 | 0.01% | 00.0% | 不變 |
| Susquehanna International Group, LLP | 24,119 | $98.6 萬 | 0.00% | +10,725+80.1% | 加碼 |
| Securian Asset Management, Inc | 24,384 | $99.6 萬 | 0.03% | −1,419−5.5% | 減碼 |
| Steamboat Capital Partners, LLC | 24,972 | $102.0 萬 | 0.37% | +24,972 | 新進 |
| Ritholtz Wealth Management | 25,231 | $103.1 萬 | 0.03% | −522−2.0% | 減碼 |
| Maryland State Retirement & Pension System | 25,453 | $104.0 萬 | 0.02% | −1,830−6.7% | 減碼 |
| UniSuper Management Pty Ltd | 26,240 | $107.2 萬 | 0.01% | +21,440+446.7% | 加碼 |
| Moore Capital Management, LP | 26,751 | $109.3 萬 | 0.02% | +26,751 | 新進 |
| Candriam Luxembourg S.C.A. | 26,770 | $109.4 萬 | 0.01% | +8,027+42.8% | 加碼 |
| Holocene Advisors, LP | 26,779 | $109.4 萬 | 0.00% | −210,986−88.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $109.5 萬 | 0.00% | 00.0% | 不變 |
| Ontario Teachers Pension Plan Board | 28,067 | $114.7 萬 | 0.01% | −15,300−35.3% | 減碼 |
| Clearstead Advisors, LLC | 28,172 | $115.1 萬 | 0.02% | +28,172 | 新進 |
| Elo Mutual Pension Insurance Co | 28,735 | $117.4 萬 | 0.03% | −2,257−7.3% | 減碼 |
| TD Asset Management Inc | 28,849 | $117.9 萬 | 0.00% | −7,026−19.6% | 減碼 |
| Integrated Advisors Network LLC | 28,906 | $118.1 萬 | 0.06% | −454−1.5% | 減碼 |
| Gulf International Bank (UK) Ltd | 29,513 | $120.5 萬 | 0.03% | 00.0% | 不變 |
| M&T Bank Corp | 29,983 | $122.6 萬 | 0.00% | +19,241+179.1% | 加碼 |
| EJF Capital LLC | 30,515 | $124.7 萬 | 0.92% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 33,944 | $126.2 萬 | 0.11% | −5,654−14.3% | 減碼 |
| JustInvest LLC | 31,404 | $128.3 萬 | 0.02% | +3,123+11.0% | 加碼 |
| Bank of Montreal | 31,524 | $130.4 萬 | 0.00% | −19,506−38.2% | 減碼 |
| Ellsworth Advisors, LLC | 31,990 | $130.7 萬 | 0.36% | +3,617+12.7% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $132.0 萬 | 0.02% | +8,541+35.9% | 加碼 |
| HighTower Advisors, LLC | 32,934 | $134.4 萬 | 0.00% | +32,934 | 新進 |
| XTX Topco Ltd | 33,228 | $135.8 萬 | 0.12% | +985+3.1% | 加碼 |
| State of Alaska, Department of Revenue | 33,250 | $135.8 萬 | 0.02% | −800−2.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 34,328 | $140.3 萬 | 0.06% | +254+0.7% | 加碼 |
| Toronto Dominion Bank | 35,231 | $144.0 萬 | 0.00% | +1,303+3.8% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 35,380 | $144.6 萬 | 0.03% | +49+0.1% | 加碼 |
| STRS Ohio | 35,964 | $146.9 萬 | 0.01% | +35,964 | 新進 |
| Seven Eight Capital, LP | 36,248 | $148.1 萬 | 0.15% | −153,274−80.9% | 減碼 |
| Donoghue Forlines LLC | 36,470 | $149.0 萬 | 0.42% | +36,470 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 36,840 | $150.5 萬 | 0.03% | +25,678+230.0% | 加碼 |
| Magnetar Financial LLC | 37,004 | $151.2 萬 | 0.03% | +37,004 | 新進 |
| Nissay Asset Management Corp | 38,694 | $158.1 萬 | 0.01% | −277−0.7% | 減碼 |
| Icon Advisers Inc | 39,200 | $160.0 萬 | 0.36% | 00.0% | 不變 |
| AXA S.A. | 39,354 | $160.8 萬 | 0.00% | +39,354 | 新進 |
| Legacy Wealth Management, LLC | 40,870 | $167.0 萬 | 0.71% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 40,889 | $167.1 萬 | 0.03% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 41,213 | $168.4 萬 | 0.03% | 00.0% | 不變 |
| B. Metzler seel. Sohn & Co. AG | 41,905 | $171.2 萬 | 0.02% | +25,024+148.2% | 加碼 |
| New York Life Investment Management LLC | 41,909 | $171.2 萬 | 0.02% | +41,909 | 新進 |
| AMG National Trust Bank | 42,637 | $174.2 萬 | 0.05% | −103−0.2% | 減碼 |
| Fox Run Management, L.L.C. | 42,741 | $174.6 萬 | 0.33% | +42,741 | 新進 |
| National Bank of Canada | 42,993 | $175.0 萬 | 0.00% | +563+1.3% | 加碼 |
| CI Private Wealth, LLC | 43,184 | $176.4 萬 | 0.00% | −1,596−3.6% | 減碼 |
| Public Sector Pension Investment Board | 43,255 | $176.7 萬 | 0.01% | −2,503−5.5% | 減碼 |
| Credit Agricole S A | 44,666 | $182.5 萬 | 0.01% | +22,000+97.1% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 44,700 | $182.6 萬 | 0.00% | +2,004+4.7% | 加碼 |
| APG Asset Management N.V. | 48,066 | $183.2 萬 | 0.00% | +29,600+160.3% | 加碼 |
| Engineers Gate Manager LP | 45,832 | $187.3 萬 | 0.04% | +45,832 | 新進 |
| Pacer Advisors, Inc. | 45,835 | $187.3 萬 | 0.00% | −2,035−4.3% | 減碼 |
| La Banque Postale Asset Management SA | 48,701 | $199.0 萬 | 0.08% | +48,701 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 49,400 | $201.7 萬 | 0.16% | 00.0% | 不變 |
| Forsta Ap-Fonden | 49,400 | $201.8 萬 | 0.02% | −61,000−55.3% | 減碼 |
| KBC Group NV | 49,657 | $202.9 萬 | 0.01% | −6,940−12.3% | 減碼 |
| Stifel Financial Corp | 50,667 | $207.0 萬 | 0.00% | −27,428−35.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 51,205 | $207.4 萬 | 0.01% | +51,205 | 新進 |
| Tredje AP-fonden | 52,822 | $215.8 萬 | 0.02% | −831−1.5% | 減碼 |
| Centiva Capital, LP | 52,930 | $216.3 萬 | 0.10% | +40,944+341.6% | 加碼 |
| Utah Retirement Systems | 54,056 | $220.9 萬 | 0.03% | −4,400−7.5% | 減碼 |
| LPL Financial LLC | 55,454 | $226.6 萬 | 0.00% | +14,177+34.3% | 加碼 |
| Trexquant Investment LP | 55,656 | $227.4 萬 | 0.03% | +55,656 | 新進 |
| SG Americas Securities, LLC | 57,641 | $235.5 萬 | 0.01% | −14,749−20.4% | 減碼 |
| DnB Asset Management AS | 58,140 | $237.6 萬 | 0.01% | +7,674+15.2% | 加碼 |
| Sciencast Management LP | 58,301 | $238.2 萬 | 0.83% | +58,301 | 新進 |
| Intech Investment Management LLC | 58,326 | $238.3 萬 | 0.03% | −42,150−42.0% | 減碼 |
| First National Advisers, LLC | 58,948 | $240.9 萬 | 0.44% | +14,623+33.0% | 加碼 |
| Searle & Co. | 59,967 | $245.0 萬 | 0.57% | −333−0.6% | 減碼 |
| Neuberger Berman Group LLC | 62,515 | $255.4 萬 | 0.00% | −304−0.5% | 減碼 |
| BTC Capital Management, Inc. | 62,735 | $256.3 萬 | 0.24% | −8,986−12.5% | 減碼 |