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 |
|---|---|---|---|---|---|
| Van Eck Associates Corp | 2,834 | $12.9 萬 | 0.00% | +161+6.0% | 加碼 |
| Lazard Asset Management LLC | 3,114 | $13.0 萬 | 0.00% | −23−0.7% | 減碼 |
| Advisor Group Holdings, Inc. | 3,164 | $13.3 萬 | 0.00% | −1,941−38.0% | 減碼 |
| Cornerstone Planning Group LLC | 3,293 | $15.1 萬 | 0.04% | −36−1.1% | 減碼 |
| Ostrum Asset Management | 3,868 | $16.3 萬 | 0.01% | +47+1.2% | 加碼 |
| Colonial Trust Co | 4,000 | $16.8 萬 | 0.03% | 00.0% | 不變 |
| V-Square Quantitative Management LLC | 4,005 | $16.8 萬 | 0.02% | +15+0.4% | 加碼 |
| Atlas Capital Advisors LLC | 4,323 | $18.2 萬 | 0.03% | −5,897−57.7% | 減碼 |
| PEAK6 Investments LLC | 4,400 | $18.5 萬 | 0.01% | +4,400 | 新進 |
| Fifth Third Bancorp | 4,838 | $20.3 萬 | 0.00% | +223+4.8% | 加碼 |
| Phillips Wealth Planners LLC | 4,660 | $20.8 萬 | 0.20% | +4,660 | 新進 |
| Advus Financial Partners, LLC | 4,956 | $20.8 萬 | 0.06% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 5,058 | $21.5 萬 | 0.00% | +5,058 | 新進 |
| Blair William & Co | 5,171 | $21.7 萬 | 0.00% | +10.0% | 加碼 |
| Vestcor Inc | 5,182 | $21.8 萬 | 0.01% | 00.0% | 不變 |
| Commonwealth Equity Services, LLC | 5,575 | $23.4 萬 | 0.00% | −127,396−95.8% | 減碼 |
| Signaturefd, LLC | 5,594 | $23.5 萬 | 0.00% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 5,772 | $24.3 萬 | 0.02% | +5,772 | 新進 |
| Sherbrooke Park Advisers LLC | 5,941 | $25.0 萬 | 0.06% | +5,941 | 新進 |
| Rakuten Investment Management, Inc. | 5,950 | $25.0 萬 | 0.00% | +1,444+32.0% | 加碼 |
| Sterling Capital Management LLC | 5,964 | $25.1 萬 | 0.00% | +5,964 | 新進 |
| CWM, LLC | 5,998 | $25.2 萬 | 0.00% | +1,823+43.7% | 加碼 |
| Avidian Wealth Solutions, LLC | 6,059 | $25.5 萬 | 0.01% | +130+2.2% | 加碼 |
| Hyperion Capital Advisors LP | 6,061 | $25.5 萬 | 0.12% | −200,000−97.1% | 減碼 |
| CIBC World Markets Inc. | 6,144 | $25.8 萬 | 0.00% | −799−11.5% | 減碼 |
| Pacific Global Investment Management CO | 6,250 | $26.3 萬 | 0.05% | −369−5.6% | 減碼 |
| Atomi Financial Group, Inc. | 6,368 | $26.8 萬 | 0.02% | −195−3.0% | 減碼 |
| Ascent Group, LLC | 6,382 | $26.8 萬 | 0.02% | 00.0% | 不變 |
| Savant Capital, LLC | 6,448 | $27.1 萬 | 0.00% | +6,448 | 新進 |
| Mutual Advisors, LLC | 6,066 | $27.7 萬 | 0.01% | −20−0.3% | 減碼 |
| Raymond James Trust N.A. | 6,677 | $28.1 萬 | 0.01% | +6,677 | 新進 |
| Kathmere Capital Management, LLC | 6,685 | $28.1 萬 | 0.03% | 00.0% | 不變 |
| Impact Partnership Wealth, LLC | 6,812 | $28.6 萬 | 0.06% | +6,812 | 新進 |
| Allspring Global Investments Holdings, LLC | 6,852 | $28.8 萬 | 0.00% | +332+5.1% | 加碼 |
| Pitcairn Co | 6,964 | $29.3 萬 | 0.02% | −1,794−20.5% | 減碼 |
| Aigen Investment Management, LP | 7,008 | $29.5 萬 | 0.06% | −11,422−62.0% | 減碼 |
| Seeds Investor LLC | 7,164 | $30.1 萬 | 0.11% | +1,409+24.5% | 加碼 |
| Bleakley Financial Group, LLC | 7,293 | $30.7 萬 | 0.01% | −106−1.4% | 減碼 |
| Rafferty Asset Management, LLC | 7,373 | $31.0 萬 | 0.00% | −162−2.1% | 減碼 |
| iA Global Asset Management Inc. | 7,407 | $31.1 萬 | 0.01% | +2,194+42.1% | 加碼 |
| GAMMA Investing LLC | 7,453 | $31.3 萬 | 0.03% | +796+12.0% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 7,506 | $31.5 萬 | 0.00% | +1,170+18.5% | 加碼 |
| Ronald Blue Trust, Inc. | 7,948 | $32.5 萬 | 0.00% | +5,358+206.9% | 加碼 |
| Quinn Opportunity Partners LLC | 7,776 | $32.7 萬 | 0.03% | 00.0% | 不變 |
| We Are One Seven, LLC | 7,840 | $33.0 萬 | 0.01% | +344+4.6% | 加碼 |
| Chiron Investment Management, LLC | 8,136 | $34.2 萬 | 0.12% | 00.0% | 不變 |
| Romano Brothers and Company | 8,175 | $34.4 萬 | 0.04% | 00.0% | 不變 |
| Quarry LP | 8,182 | $34.4 萬 | 0.11% | +5,816+245.8% | 加碼 |
| US Bancorp | 8,292 | $34.9 萬 | 0.00% | +21+0.3% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 8,420 | $35.4 萬 | 0.21% | +70+0.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 8,446 | $35.5 萬 | 0.01% | −5,301−38.6% | 減碼 |
| RSM US Wealth Management LLC | 8,544 | $35.6 萬 | 0.01% | +1,977+30.1% | 加碼 |
| Gotham Asset Management, LLC | 8,948 | $37.6 萬 | 0.00% | −910−9.2% | 減碼 |
| Cambria Investment Management, L.P. | 9,030 | $38.0 萬 | 0.02% | −227−2.5% | 減碼 |
| Inceptionr LLC | 9,137 | $38.4 萬 | 0.09% | −3,877−29.8% | 減碼 |
| Meiji Yasuda Life Insurance Co | 9,231 | $38.8 萬 | 0.01% | +9,231 | 新進 |
| Truist Financial Corp | 9,297 | $39.1 萬 | 0.00% | +368+4.1% | 加碼 |
| Integrated Wealth Concepts LLC | 9,508 | $40.0 萬 | 0.00% | −19−0.2% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,672 | $40.7 萬 | 0.02% | +111+1.2% | 加碼 |
| Fiduciary Financial Group, LLC | 9,637 | $41.3 萬 | 0.09% | +605+6.7% | 加碼 |
| Pinnacle Associates Ltd | 12,410 | $41.3 萬 | 0.01% | +163+1.3% | 加碼 |
| Two Sigma Securities, LLC | 9,840 | $41.4 萬 | 0.03% | +9,840 | 新進 |
| Scientech Research LLC | 9,892 | $41.6 萬 | 0.08% | +9,892 | 新進 |
| Nebula Research & Development LLC | 9,962 | $41.9 萬 | 0.05% | +9,962 | 新進 |
| Ellevest, Inc. | 9,971 | $41.9 萬 | 0.02% | −40−0.4% | 減碼 |
| Abn Amro Investment Solutions | 10,008 | $42.1 萬 | 0.01% | −4,627−31.6% | 減碼 |
| Tributary Capital Management, LLC | 10,170 | $42.7 萬 | 0.03% | −330−3.1% | 減碼 |
| Vise Technologies, Inc. | 10,390 | $43.7 萬 | 0.06% | +10,390 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $44.8 萬 | 0.01% | +3,407+47.0% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 10,701 | $45.0 萬 | 0.00% | −3,772−26.1% | 減碼 |
| Epoch Investment Partners, Inc. | 10,909 | $45.9 萬 | 0.00% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 10,994 | $46.2 萬 | 0.00% | +541+5.2% | 加碼 |
| Verition Fund Management LLC | 11,409 | $48.0 萬 | 0.00% | −2,303−16.8% | 減碼 |
| Rothschild Investment LLC | 11,425 | $48.0 萬 | 0.03% | 00.0% | 不變 |
| CIBC Asset Management Inc | 11,765 | $49.4 萬 | 0.00% | +584+5.2% | 加碼 |
| NBC Securities, Inc. | 11,790 | $49.5 萬 | 0.04% | −72−0.6% | 減碼 |
| AXS Investments LLC | 12,000 | $50.4 萬 | 0.13% | 00.0% | 不變 |
| Advisory Services Network, LLC | 12,386 | $50.6 萬 | 0.01% | 00.0% | 不變 |
| Shelton Capital Management | 12,218 | $51.4 萬 | 0.01% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 12,398 | $52.1 萬 | 0.30% | +12,398 | 新進 |
| Ossiam | 12,589 | $52.9 萬 | 0.01% | +6,142+95.3% | 加碼 |
| Veriti Management LLC | 12,733 | $53.5 萬 | 0.03% | +548+4.5% | 加碼 |
| Equitable Holdings, Inc. | 12,768 | $53.7 萬 | 0.01% | +10.0% | 加碼 |
| Pathstone Holdings, LLC | 12,826 | $53.9 萬 | 0.00% | +317+2.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,898 | $54.2 萬 | 0.02% | +546+4.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 13,097 | $55.0 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Associates, LP | 13,414 | $56.4 萬 | 0.00% | +13,414 | 新進 |
| Creative Planning | 13,541 | $56.9 萬 | 0.00% | +476+3.6% | 加碼 |
| Profund Advisors LLC | 13,548 | $56.9 萬 | 0.02% | +2,174+19.1% | 加碼 |
| Nisa Investment Advisors, LLC | 13,755 | $57.8 萬 | 0.00% | 00.0% | 不變 |
| The PNC Financial Services Group, Inc. | 13,923 | $58.5 萬 | 0.00% | −341−2.4% | 減碼 |
| ProShare Advisors LLC | 13,939 | $58.6 萬 | 0.00% | −479−3.3% | 減碼 |
| MQS Management LLC | 13,977 | $58.7 萬 | 0.33% | +13,977 | 新進 |
| Prelude Capital Management, LLC | 14,188 | $59.6 萬 | 0.05% | +407+3.0% | 加碼 |
| Vinva Investment Management Ltd | 14,350 | $60.2 萬 | 0.03% | +14,350 | 新進 |
| Qtron Investments LLC | 14,357 | $60.3 萬 | 0.08% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 14,700 | $61.8 萬 | 0.02% | 00.0% | 不變 |
| Metis Global Partners, LLC | 15,038 | $63.2 萬 | 0.02% | −849−5.3% | 減碼 |
| Bank of Nova Scotia | 15,101 | $63.5 萬 | 0.00% | −902−5.6% | 減碼 |
| Headlands Technologies LLC | 15,783 | $66.3 萬 | 0.08% | +15,783 | 新進 |