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 |
|---|---|---|---|---|---|
| CSS LLC | 15,895 | $66.8 萬 | 0.04% | +5,000+45.9% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 16,151 | $67.9 萬 | 0.00% | −197,549−92.4% | 減碼 |
| Brinker Capital Investments, LLC | 16,482 | $69.3 萬 | 0.01% | +9,464+134.9% | 加碼 |
| Orion Portfolio Solutions, LLC | 16,482 | $69.3 萬 | 0.01% | +9,464+134.9% | 加碼 |
| Petrus Trust Company, LTA | 16,742 | $70.4 萬 | 0.07% | +16,742 | 新進 |
| Toroso Investments, LLC | 16,789 | $70.6 萬 | 0.01% | +101+0.6% | 加碼 |
| Summit Global Investments | 17,119 | $72.0 萬 | 0.05% | +17,119 | 新進 |
| Janney Montgomery Scott LLC | 17,488 | $73.5 萬 | 0.00% | −2,860−14.1% | 減碼 |
| Anchor Investment Management, LLC | 17,517 | $73.6 萬 | 0.07% | 00.0% | 不變 |
| Greenleaf Trust | 17,809 | $74.9 萬 | 0.01% | 00.0% | 不變 |
| Capital Insight Partners, LLC | 18,316 | $77.0 萬 | 0.13% | +704+4.0% | 加碼 |
| Counterpoint Mutual Funds LLC | 18,432 | $77.5 萬 | 0.15% | +18,432 | 新進 |
| Rodgers Brothers Inc. | 18,500 | $77.8 萬 | 0.10% | 00.0% | 不變 |
| Mariner, LLC | 18,567 | $78.0 萬 | 0.00% | +319+1.7% | 加碼 |
| Maryland State Retirement & Pension System | 18,673 | $78.5 萬 | 0.02% | −6,780−26.6% | 減碼 |
| Global Endowment Management, LP | 18,764 | $78.9 萬 | 0.08% | −71−0.4% | 減碼 |
| CIBC World Markets Corp | 18,952 | $79.7 萬 | 0.01% | +1,286+7.3% | 加碼 |
| Hennessy Advisors Inc | 19,000 | $79.9 萬 | 0.03% | +4,000+26.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,434 | $81.6 萬 | 0.01% | +70.0% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 19,956 | $83.9 萬 | 0.00% | −3,552−15.1% | 減碼 |
| FinTrust Capital Advisors, LLC | 19,990 | $84.0 萬 | 0.14% | −167−0.8% | 減碼 |
| Investment Management Corp of Ontario | 20,040 | $84.2 萬 | 0.02% | +3,500+21.2% | 加碼 |
| Algert Global LLC | 20,052 | $84.3 萬 | 0.02% | +5,864+41.3% | 加碼 |
| Unigestion Holding SA | 20,154 | $84.7 萬 | 0.04% | +20,154 | 新進 |
| Susquehanna International Group, LLP | 20,176 | $84.8 萬 | 0.00% | −3,943−16.3% | 減碼 |
| United Services Automobile Association | 20,675 | $86.9 萬 | 0.02% | −2,824−12.0% | 減碼 |
| Diversified Trust Co | 21,560 | $90.6 萬 | 0.02% | +13,526+168.4% | 加碼 |
| Guggenheim Capital LLC | 22,068 | $92.8 萬 | 0.01% | +22,068 | 新進 |
| Avantax Advisory Services, Inc. | 22,254 | $93.5 萬 | 0.01% | +2,932+15.2% | 加碼 |
| Cerity Partners LLC | 22,443 | $94.3 萬 | 0.00% | +7,823+53.5% | 加碼 |
| Stifel Financial Corp | 22,532 | $94.7 萬 | 0.00% | −28,135−55.5% | 減碼 |
| Gabelli Funds LLC | 23,500 | $98.8 萬 | 0.01% | −500−2.1% | 減碼 |
| Janus Henderson Group PLC | 23,528 | $98.9 萬 | 0.00% | 00.0% | 不變 |
| Lighthouse Investment Partners, LLC | 23,601 | $99.2 萬 | 0.05% | −205,091−89.7% | 減碼 |
| Boothbay Fund Management, LLC | 23,716 | $99.7 萬 | 0.03% | +13,740+137.7% | 加碼 |
| Invst, LLC | 23,800 | $100.0 萬 | 0.12% | −81−0.3% | 減碼 |
| Crestline Management, LP | 24,322 | $102.2 萬 | 0.06% | +24,322 | 新進 |
| La Banque Postale Asset Management SA | 24,429 | $102.7 萬 | 0.02% | −24,272−49.8% | 減碼 |
| Prana Capital Management, LP | 24,816 | $104.3 萬 | 0.05% | +24,816 | 新進 |
| Securian Asset Management, Inc | 24,864 | $104.5 萬 | 0.03% | +480+2.0% | 加碼 |
| Ritholtz Wealth Management | 25,010 | $105.1 萬 | 0.03% | −221−0.9% | 減碼 |
| Ontario Teachers Pension Plan Board | 25,211 | $106.0 萬 | 0.01% | −2,856−10.2% | 減碼 |
| Quantinno Capital Management LP | 25,722 | $108.1 萬 | 0.01% | +3,815+17.4% | 加碼 |
| AMG National Trust Bank | 26,339 | $110.7 萬 | 0.03% | −16,298−38.2% | 減碼 |
| Candriam Luxembourg S.C.A. | 26,666 | $112.1 萬 | 0.01% | −104−0.4% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $112.7 萬 | 0.00% | 00.0% | 不變 |
| ExodusPoint Capital Management, LP | 27,046 | $113.7 萬 | 0.01% | +27,046 | 新進 |
| SG Americas Securities, LLC | 27,512 | $115.6 萬 | 0.00% | −30,129−52.3% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,044 | $117.8 萬 | 0.03% | −1,469−5.0% | 減碼 |
| TD Asset Management Inc | 28,840 | $121.1 萬 | 0.00% | −90.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 28,880 | $121.4 萬 | 0.03% | +145+0.5% | 加碼 |
| Clearstead Advisors, LLC | 29,070 | $122.2 萬 | 0.02% | +898+3.2% | 加碼 |
| EJF Capital LLC | 30,515 | $128.3 萬 | 0.85% | 00.0% | 不變 |
| Daiwa Securities Group Inc. | 30,593 | $128.6 萬 | 0.01% | +7,900+34.8% | 加碼 |
| Integrated Advisors Network LLC | 30,610 | $128.7 萬 | 0.06% | +1,704+5.9% | 加碼 |
| JustInvest LLC | 31,291 | $131.5 萬 | 0.02% | −113−0.4% | 減碼 |
| XTX Topco Ltd | 31,422 | $132.1 萬 | 0.10% | −1,806−5.4% | 減碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,696 | $133.2 萬 | 0.00% | −13,004−29.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $135.8 萬 | 0.01% | 00.0% | 不變 |
| HighTower Advisors, LLC | 33,096 | $138.6 萬 | 0.00% | +162+0.5% | 加碼 |
| Natixis Advisors, L.P. | 33,321 | $140.0 萬 | 0.00% | +14,434+76.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 34,630 | $145.5 萬 | 0.09% | −44,207−56.1% | 減碼 |
| Bridgefront Capital, LLC | 34,777 | $146.2 萬 | 0.56% | +34,777 | 新進 |
| UniSuper Management Pty Ltd | 35,306 | $148.4 萬 | 0.01% | +9,066+34.6% | 加碼 |
| Redwood Investment Management, LLC | 35,353 | $148.4 萬 | 0.13% | +1,409+4.2% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 35,385 | $148.7 萬 | 0.03% | +50.0% | 加碼 |
| Aquatic Capital Management LLC | 35,600 | $149.6 萬 | 0.04% | +35,600 | 新進 |
| Ellsworth Advisors, LLC | 35,790 | $150.4 萬 | 0.39% | +3,800+11.9% | 加碼 |
| Mackenzie Financial Corp | 36,669 | $154.1 萬 | 0.00% | +36,669 | 新進 |
| State of Alaska, Department of Revenue | 37,140 | $156.0 萬 | 0.02% | +3,890+11.7% | 加碼 |
| STRS Ohio | 37,343 | $157.0 萬 | 0.01% | +1,379+3.8% | 加碼 |
| M&T Bank Corp | 38,718 | $162.7 萬 | 0.01% | +8,735+29.1% | 加碼 |
| Icon Advisers Inc | 39,200 | $164.8 萬 | 0.35% | 00.0% | 不變 |
| Nissay Asset Management Corp | 39,493 | $166.0 萬 | 0.01% | +799+2.1% | 加碼 |
| AXA S.A. | 39,641 | $166.6 萬 | 0.00% | +287+0.7% | 加碼 |
| New York Life Investment Management LLC | 39,917 | $167.8 萬 | 0.02% | −1,992−4.8% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 40,112 | $168.6 萬 | 0.03% | +5,784+16.8% | 加碼 |
| Ruane, Cunniff & Goldfarb L.P. | 40,844 | $171.7 萬 | 0.03% | −45−0.1% | 減碼 |
| Legacy Wealth Management, LLC | 40,870 | $171.8 萬 | 0.63% | 00.0% | 不變 |
| Maverick Capital Ltd大師Maverick 資本 | 41,100 | $172.7 萬 | 0.03% | +4,260+11.6% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 41,181 | $172.9 萬 | 0.01% | −10,024−19.6% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $173.2 萬 | 0.02% | 00.0% | 不變 |
| Public Sector Pension Investment Board | 42,755 | $179.7 萬 | 0.01% | −500−1.2% | 減碼 |
| Toronto Dominion Bank | 44,794 | $188.3 萬 | 0.00% | +9,563+27.1% | 加碼 |
| Lecap Asset Management Ltd | 45,104 | $189.6 萬 | 0.41% | +45,104 | 新進 |
| Credit Agricole S A | 45,316 | $190.5 萬 | 0.01% | +650+1.5% | 加碼 |
| Pacer Advisors, Inc. | 46,648 | $196.1 萬 | 0.00% | +813+1.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 46,974 | $197.4 萬 | 0.02% | +5,069+12.1% | 加碼 |
| B. Metzler seel. Sohn & Co. Holding AG | 46,974 | $197.4 萬 | 0.02% | +46,974 | 新進 |
| Campbell & CO Investment Adviser LLC | 48,007 | $201.8 萬 | 0.15% | +48,007 | 新進 |
| Schonfeld Strategic Advisors LLC | 49,068 | $206.2 萬 | 0.02% | −66,795−57.6% | 減碼 |
| KBC Group NV | 49,657 | $208.7 萬 | 0.01% | 00.0% | 不變 |
| Dynamic Technology Lab Private Ltd | 49,766 | $209.2 萬 | 0.22% | +38,342+335.6% | 加碼 |
| Tudor Investment Corp Et Al | 50,116 | $210.6 萬 | 0.02% | +50,116 | 新進 |
| CI Private Wealth, LLC | 50,219 | $211.1 萬 | 0.00% | +7,035+16.3% | 加碼 |
| Tredje AP-fonden | 52,822 | $222.0 萬 | 0.02% | 00.0% | 不變 |
| Utah Retirement Systems | 54,056 | $227.2 萬 | 0.03% | 00.0% | 不變 |
| British Columbia Investment Management Corp | 54,278 | $228.1 萬 | 0.01% | −8,481−13.5% | 減碼 |
| LPL Financial LLC | 55,601 | $233.7 萬 | 0.00% | +147+0.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 57,702 | $242.5 萬 | 0.13% | −10,370−15.2% | 減碼 |