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 3 季 13F 持有人
Equitable Holdings, Inc. 在 2024/9/30 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
- 504
- 較 2024 年第 2 季 +16 家
- 持有股數
- 2.99 億
- 較 2024 年第 2 季 +1,863 萬 (+6.6%)
- 總市值
- $125.6 億
- 較 2024 年第 2 季 +$11.1 億 (+9.7%)
- 新進機構
- 64
- 另有 209 家加碼
- 清倉機構
- 48
- 另有 154 家減碼
另有 3 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 36,244,318 | $15.2 億 | 0.03% | −115,366−0.3% | 減碼 |
| BlackRock, Inc. | 30,954,445 | $13.0 億 | 0.03% | +30,954,445 | 新進 |
| Price T Rowe Associates Inc | 20,742,765 | $8.72 億 | 0.10% | −332,976−1.6% | 減碼 |
| Canada Pension Plan Investment Board | 18,952,271 | $7.97 億 | 0.75% | +299,274+1.6% | 加碼 |
| Pzena Investment Management LLC | 16,432,139 | $6.91 億 | 2.23% | −2,210,545−11.9% | 減碼 |
| Norges Bank | 14,730,542 | $6.19 億 | 0.09% | −703,967−4.6% | 減碼 |
| State Street Corp | 12,976,870 | $5.45 億 | 0.02% | +338,205+2.7% | 加碼 |
| Invesco Ltd. | 7,733,968 | $3.25 億 | 0.06% | +488,322+6.7% | 加碼 |
| First Trust Advisors LP | 7,465,183 | $3.14 億 | 0.30% | +891,082+13.6% | 加碼 |
| Conifer Management, L.L.C. | 6,000,000 | $2.52 億 | 28.87% | 00.0% | 不變 |
| Geode Capital Management, LLC | 5,675,311 | $2.38 億 | 0.02% | −1,230,519−17.8% | 減碼 |
| Wellington Management Group LLP | 5,513,571 | $2.32 億 | 0.04% | +161,376+3.0% | 加碼 |
| Thornburg Investment Management Inc | 5,267,993 | $2.21 億 | 2.88% | 00.0% | 不變 |
| Acadian Asset Management LLC | 4,902,453 | $2.06 億 | 0.64% | +1,734,051+54.7% | 加碼 |
| Massachusetts Financial Services Co | 4,505,223 | $1.89 億 | 0.06% | −438,495−8.9% | 減碼 |
| Dimensional Fund Advisors LP | 4,134,988 | $1.74 億 | 0.04% | +51,338+1.3% | 加碼 |
| Sessa Capital IM, L.P. | 4,035,058 | $1.70 億 | 6.48% | −960,661−19.2% | 減碼 |
| Morgan Stanley | 3,800,139 | $1.60 億 | 0.01% | +805,721+26.9% | 加碼 |
| Bank of New York Mellon Corp | 3,508,047 | $1.47 億 | 0.03% | −216,045−5.8% | 減碼 |
| Northern Trust Corp | 3,355,569 | $1.41 億 | 0.02% | −152,946−4.4% | 減碼 |
| Viking Global Investors LP大師維京全球投資 | 3,050,262 | $1.28 億 | 0.47% | −2,809,285−47.9% | 減碼 |
| HSBC Holdings PLC | 2,434,185 | $1.02 億 | 0.06% | −4,406,000−64.4% | 減碼 |
| Principal Financial Group Inc | 2,395,570 | $1.01 億 | 0.05% | +426,182+21.6% | 加碼 |
| UBS Asset Management Americas Inc | 2,220,356 | $9,332 萬 | 0.02% | +54,380+2.5% | 加碼 |
| Charles Schwab Investment Management Inc | 2,165,115 | $9,100 萬 | 0.02% | +68,900+3.3% | 加碼 |
| Capital International Investors | 2,093,613 | $8,799 萬 | 0.02% | +901,342+75.6% | 加碼 |
| Amundi | 1,701,863 | $7,263 萬 | 0.03% | +109,763+6.9% | 加碼 |
| Marshall Wace, LLP | 1,728,102 | $7,263 萬 | 0.09% | +315,833+22.4% | 加碼 |
| Samlyn Capital, LLC | 1,698,295 | $7,138 萬 | 1.15% | +148,275+9.6% | 加碼 |
| Legal & General Group Plc | 1,643,496 | $6,908 萬 | 0.02% | +14,410+0.9% | 加碼 |
| Goldman Sachs Group Inc | 1,631,103 | $6,856 萬 | 0.01% | −1,758,618−51.9% | 減碼 |
| Deutsche Bank AG | 1,413,237 | $5,940 萬 | 0.02% | +372,434+35.8% | 加碼 |
| Nuveen Asset Management, LLC | 1,404,969 | $5,905 萬 | 0.02% | −1,061,563−43.0% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 1,395,072 | $5,863 萬 | 0.05% | +37,985+2.8% | 加碼 |
| Woodline Partners LP | 1,345,033 | $5,653 萬 | 0.48% | +193,934+16.8% | 加碼 |
| Ci Investments Inc. | 1,228,839 | $5,165 萬 | 0.20% | −30,465−2.4% | 減碼 |
| Ensign Peak Advisors, Inc | 1,154,114 | $4,851 萬 | 0.09% | −328,055−22.1% | 減碼 |
| Qube Research & Technologies Ltd | 1,118,008 | $4,699 萬 | 0.09% | +1,118,008 | 新進 |
| Ameriprise Financial Inc | 1,082,449 | $4,550 萬 | 0.01% | +17,820+1.7% | 加碼 |
| Millennium Management LLC | 1,010,995 | $4,249 萬 | 0.04% | +56,268+5.9% | 加碼 |
| Rhumbline Advisers | 1,006,777 | $4,231 萬 | 0.04% | −73,832−6.8% | 減碼 |
| Citadel Advisors LLC | 1,003,512 | $4,218 萬 | 0.04% | +741,118+282.4% | 加碼 |
| Swiss National Bank | 965,400 | $4,058 萬 | 0.03% | −4,600−0.5% | 減碼 |
| Storebrand Asset Management AS | 957,518 | $4,024 萬 | 0.13% | −21,989−2.2% | 減碼 |
| Poplar Forest Capital LLC | 913,944 | $3,841 萬 | 5.23% | −5,272−0.6% | 減碼 |
| Artemis Investment Management LLP | 910,729 | $3,828 萬 | 0.58% | +315,638+53.0% | 加碼 |
| JPMorgan Chase & Co | 908,653 | $3,819 萬 | 0.00% | +153,457+20.3% | 加碼 |
| Balyasny Asset Management LLC | 881,416 | $3,705 萬 | 0.10% | −384,016−30.3% | 減碼 |
| Franklin Resources Inc | 738,437 | $3,249 萬 | 0.01% | −33,526−4.3% | 減碼 |
| Federated Hermes, Inc. | 748,658 | $3,147 萬 | 0.07% | +147,996+24.6% | 加碼 |
| Russell Investments Group, Ltd. | 747,319 | $3,138 萬 | 0.05% | +67,613+9.9% | 加碼 |
| Bain Capital Public Equity Management II, LLC | 726,568 | $3,054 萬 | 1.39% | +169,825+30.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 711,855 | $2,992 萬 | 0.02% | +7,720+1.1% | 加碼 |
| FMR LLC | 710,951 | $2,988 萬 | 0.00% | +152,847+27.4% | 加碼 |
| Swedbank AB | 710,142 | $2,985 萬 | 0.04% | −1,362−0.2% | 減碼 |
| CBOE Vest Financial, LLC | 673,366 | $2,830 萬 | 0.55% | +113,856+20.3% | 加碼 |
| Algebris (UK) Ltd | 735,227 | $2,775 萬 | 11.61% | −26,757−3.5% | 減碼 |
| Manufacturers Life Insurance Company, The | 654,941 | $2,753 萬 | 0.02% | −90,858−12.2% | 減碼 |
| California Public Employees Retirement System | 645,038 | $2,711 萬 | 0.02% | +11,989+1.9% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 628,115 | $2,640 萬 | 0.08% | +65,701+11.7% | 加碼 |
| Allianz Asset Management GmbH | 620,499 | $2,608 萬 | 0.04% | −53,848−8.0% | 減碼 |
| AQR Capital Management LLC | 624,322 | $2,601 萬 | 0.04% | −103,570−14.2% | 減碼 |
| California State Teachers Retirement System | 580,565 | $2,440 萬 | 0.03% | +8,713+1.5% | 加碼 |
| Wells Fargo & Company | 564,846 | $2,374 萬 | 0.01% | +95,474+20.3% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 541,381 | $2,276 萬 | 0.01% | +25,942+5.0% | 加碼 |
| Great West Life Assurance Co | 525,332 | $2,210 萬 | 0.04% | +35,323+7.2% | 加碼 |
| Alyeska Investment Group, L.P. | 521,838 | $2,193 萬 | 0.11% | −1,564,455−75.0% | 減碼 |
| Barclays PLC | 501,498 | $2,108 萬 | 0.01% | +59,844+13.5% | 加碼 |
| Interval Partners, LP | 496,410 | $2,086 萬 | 0.60% | −101,660−17.0% | 減碼 |
| Robeco Institutional Asset Management B.V. | 493,402 | $2,074 萬 | 0.04% | −15,439−3.0% | 減碼 |
| Voloridge Investment Management, LLC | 486,782 | $2,046 萬 | 0.07% | −173,761−26.3% | 減碼 |
| Voya Investment Management LLC | 484,323 | $2,036 萬 | 0.02% | −27,255−5.3% | 減碼 |
| Brandywine Global Investment Management, LLC | 452,748 | $1,992 萬 | 0.13% | +109,506+31.9% | 加碼 |
| American Century Companies Inc | 470,000 | $1,975 萬 | 0.01% | +34,433+7.9% | 加碼 |
| Two Sigma Investments, LP | 467,646 | $1,966 萬 | 0.04% | −108,164−18.8% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 426,800 | $1,794 萬 | 0.04% | −15,909−3.6% | 減碼 |
| UBS Group AG | 424,846 | $1,786 萬 | 0.01% | +49,593+13.2% | 加碼 |
| State Board of Administration of Florida Retirement System | 418,915 | $1,761 萬 | 0.03% | −6,670−1.6% | 減碼 |
| National Pension Service | 396,399 | $1,666 萬 | 0.02% | +394,744+23,851.6% | 加碼 |
| Bank of America Corp | 391,096 | $1,644 萬 | 0.00% | −151,505−27.9% | 減碼 |
| Bank of Montreal | 388,941 | $1,633 萬 | 0.01% | +357,417+1,133.8% | 加碼 |
| Retirement Systems of Alabama | 388,430 | $1,633 萬 | 0.06% | +11,085+2.9% | 加碼 |
| Corebridge Financial, Inc. | 382,022 | $1,606 萬 | 0.09% | −8,838−2.3% | 減碼 |
| SEI Investments Co | 370,535 | $1,557 萬 | 0.02% | +23,060+6.6% | 加碼 |
| Raymond James & Associates | 359,998 | $1,513 萬 | 0.01% | +113,783+46.2% | 加碼 |
| Parkwood LLC | 351,923 | $1,479 萬 | 1.80% | +33,512+10.5% | 加碼 |
| Alliancebernstein L.P. | 336,415 | $1,414 萬 | 0.00% | +1,392+0.4% | 加碼 |
| Community Trust & Investment Co | 322,907 | $1,357 萬 | 0.86% | −4,887−1.5% | 減碼 |
| Thrivent Financial for Lutherans | 312,112 | $1,312 萬 | 0.02% | −28,165−8.3% | 減碼 |
| Hudson Bay Capital Management LP | 300,000 | $1,261 萬 | 0.09% | −50,000−14.3% | 減碼 |
| LSV Asset Management | 292,800 | $1,231 萬 | 0.03% | −27,982−8.7% | 減碼 |
| Trexquant Investment LP | 286,909 | $1,206 萬 | 0.15% | +231,253+415.5% | 加碼 |
| Point72 Asset Management, L.P. | 279,310 | $1,174 萬 | 0.04% | +37,819+15.7% | 加碼 |
| Citigroup Inc | 266,916 | $1,122 萬 | 0.01% | −4,695−1.7% | 減碼 |
| Victory Capital Management Inc | 266,677 | $1,121 萬 | 0.01% | +51,990+24.2% | 加碼 |
| State of Wisconsin Investment Board | 259,669 | $1,091 萬 | 0.03% | +11,600+4.7% | 加碼 |
| Andra AP-fonden | 258,700 | $1,087 萬 | 0.16% | +36,300+16.3% | 加碼 |
| Royal Bank of Canada | 257,111 | $1,081 萬 | 0.00% | −221,050−46.2% | 減碼 |
| DZ BANK AG Deutsche Zentral Genossenschafts Bank, Frankfurt am Main | 256,339 | $1,077 萬 | 0.01% | +3,939+1.6% | 加碼 |
| Eagle Asset Management Inc | 221,465 | $1,049 萬 | 0.05% | +45,322+25.7% | 加碼 |