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 4 季 13F 持有人
Equitable Holdings, Inc. 在 2024/12/31 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
- 533
- 較 2024 年第 3 季 +40 家
- 持有股數
- 3.02 億
- 較 2024 年第 3 季 +359.4 萬 (+1.2%)
- 總市值
- $142.3 億
- 較 2024 年第 3 季 +$17.1 億 (+13.6%)
- 新進機構
- 85
- 另有 188 家加碼
- 清倉機構
- 45
- 另有 199 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 35,637,534 | $16.8 億 | 0.03% | −606,784−1.7% | 減碼 |
| BlackRock, Inc. | 29,728,365 | $14.0 億 | 0.03% | −1,226,080−4.0% | 減碼 |
| Price T Rowe Associates Inc | 21,278,436 | $10.0 億 | 0.12% | +535,671+2.6% | 加碼 |
| Canada Pension Plan Investment Board | 19,032,270 | $8.98 億 | 0.85% | +79,999+0.4% | 加碼 |
| Norges Bank | 14,166,852 | $6.68 億 | 0.09% | −563,690−3.8% | 減碼 |
| State Street Corp | 13,026,864 | $6.14 億 | 0.02% | +49,994+0.4% | 加碼 |
| Wellington Management Group LLP | 8,817,020 | $4.16 億 | 0.08% | +3,303,449+59.9% | 加碼 |
| Pzena Investment Management LLC | 8,191,328 | $3.86 億 | 1.31% | −8,240,811−50.2% | 減碼 |
| Invesco Ltd. | 8,089,046 | $3.82 億 | 0.07% | +355,078+4.6% | 加碼 |
| First Trust Advisors LP | 7,840,415 | $3.70 億 | 0.33% | +375,232+5.0% | 加碼 |
| Geode Capital Management, LLC | 5,629,438 | $2.65 億 | 0.02% | −45,873−0.8% | 減碼 |
| Acadian Asset Management LLC | 5,523,379 | $2.61 億 | 0.76% | +620,926+12.7% | 加碼 |
| Thornburg Investment Management Inc | 5,267,993 | $2.48 億 | 3.28% | 00.0% | 不變 |
| Conifer Management, L.L.C. | 5,000,000 | $2.36 億 | 30.40% | −1,000,000−16.7% | 減碼 |
| Massachusetts Financial Services Co | 4,291,332 | $2.02 億 | 0.06% | −213,891−4.7% | 減碼 |
| Northern Trust Corp | 4,242,692 | $2.00 億 | 0.03% | +887,123+26.4% | 加碼 |
| Dimensional Fund Advisors LP | 4,052,772 | $1.91 億 | 0.05% | −82,216−2.0% | 減碼 |
| Morgan Stanley | 3,773,229 | $1.78 億 | 0.01% | −26,910−0.7% | 減碼 |
| Bank of New York Mellon Corp | 3,029,435 | $1.43 億 | 0.03% | −478,612−13.6% | 減碼 |
| Amundi | 2,659,691 | $1.30 億 | 0.05% | +957,828+56.3% | 加碼 |
| Capital International Investors | 2,601,643 | $1.23 億 | 0.02% | +508,030+24.3% | 加碼 |
| UBS Asset Management Americas Inc | 2,558,239 | $1.21 億 | 0.03% | +337,883+15.2% | 加碼 |
| Principal Financial Group Inc | 2,554,890 | $1.21 億 | 0.07% | +159,320+6.7% | 加碼 |
| Sessa Capital IM, L.P. | 2,554,723 | $1.21 億 | 4.70% | −1,480,335−36.7% | 減碼 |
| Goldman Sachs Group Inc | 2,344,520 | $1.11 億 | 0.02% | +713,417+43.7% | 加碼 |
| Marshall Wace, LLP | 2,275,039 | $1.07 億 | 0.13% | +546,937+31.6% | 加碼 |
| Charles Schwab Investment Management Inc | 2,138,787 | $1.01 億 | 0.02% | −26,328−1.2% | 減碼 |
| Millennium Management LLC | 1,871,866 | $8,830 萬 | 0.08% | +860,871+85.2% | 加碼 |
| HSBC Holdings PLC | 1,821,249 | $8,607 萬 | 0.05% | −612,936−25.2% | 減碼 |
| Samlyn Capital, LLC | 1,824,168 | $8,605 萬 | 1.37% | +125,873+7.4% | 加碼 |
| Alyeska Investment Group, L.P. | 1,758,637 | $8,295 萬 | 0.31% | +1,236,799+237.0% | 加碼 |
| Nordea Investment Management AB | 1,563,172 | $7,413 萬 | 0.08% | +1,367,837+700.3% | 加碼 |
| Legal & General Group Plc | 1,500,652 | $7,079 萬 | 0.02% | −142,844−8.7% | 減碼 |
| Los Angeles Capital Management LLC | 1,468,912 | $6,929 萬 | 0.28% | +1,261,466+608.1% | 加碼 |
| Nuveen Asset Management, LLC | 1,428,600 | $6,739 萬 | 0.02% | +23,631+1.7% | 加碼 |
| Woodline Partners LP | 1,348,880 | $6,363 萬 | 0.43% | +3,847+0.3% | 加碼 |
| Deutsche Bank AG | 1,314,791 | $6,202 萬 | 0.02% | −98,446−7.0% | 減碼 |
| Man Group plc | 1,245,568 | $5,875 萬 | 0.18% | +1,071,763+616.6% | 加碼 |
| Ci Investments Inc. | 1,174,728 | $5,541 萬 | 0.21% | −54,111−4.4% | 減碼 |
| Ensign Peak Advisors, Inc | 1,162,116 | $5,482 萬 | 0.10% | +8,002+0.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 1,143,254 | $5,393 萬 | 0.04% | +1,143,254 | 新進 |
| Federated Hermes, Inc. | 1,116,099 | $5,263 萬 | 0.12% | +367,441+49.1% | 加碼 |
| Ameriprise Financial Inc | 1,105,018 | $5,212 萬 | 0.01% | +22,569+2.1% | 加碼 |
| AQR Capital Management LLC | 1,029,638 | $4,857 萬 | 0.06% | +405,316+64.9% | 加碼 |
| Russell Investments Group, Ltd. | 1,031,229 | $4,855 萬 | 0.07% | +283,910+38.0% | 加碼 |
| Freestone Grove Partners LP | 1,027,594 | $4,847 萬 | 0.59% | +1,027,594 | 新進 |
| Voloridge Investment Management, LLC | 1,013,563 | $4,781 萬 | 0.17% | +526,781+108.2% | 加碼 |
| Artemis Investment Management LLP | 975,926 | $4,603 萬 | 0.66% | +65,197+7.2% | 加碼 |
| Rhumbline Advisers | 961,471 | $4,535 萬 | 0.04% | −45,306−4.5% | 減碼 |
| Storebrand Asset Management AS | 905,106 | $4,269 萬 | 0.13% | −52,412−5.5% | 減碼 |
| Arrowstreet Capital, Limited Partnership | 900,918 | $4,250 萬 | 0.03% | −494,154−35.4% | 減碼 |
| Swiss National Bank | 895,200 | $4,223 萬 | 0.03% | −70,200−7.3% | 減碼 |
| Wedge Capital Management L L P | 875,589 | $4,130 萬 | 0.74% | +802,160+1,092.4% | 加碼 |
| UBS Group AG | 864,608 | $4,078 萬 | 0.01% | +439,762+103.5% | 加碼 |
| Qube Research & Technologies Ltd | 784,888 | $3,702 萬 | 0.06% | −333,120−29.8% | 減碼 |
| FMR LLC | 783,118 | $3,694 萬 | 0.00% | +72,167+10.2% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 764,323 | $3,605 萬 | 0.12% | −2,285,939−74.9% | 減碼 |
| CBOE Vest Financial, LLC | 752,091 | $3,548 萬 | 0.63% | +78,725+11.7% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 722,019 | $3,406 萬 | 0.02% | +10,164+1.4% | 加碼 |
| Swedbank AB | 704,520 | $3,323 萬 | 0.04% | −5,622−0.8% | 減碼 |
| Bain Capital Public Equity Management II, LLC | 702,849 | $3,315 萬 | 1.52% | −23,719−3.3% | 減碼 |
| JPMorgan Chase & Co | 696,813 | $3,287 萬 | 0.00% | −211,840−23.3% | 減碼 |
| Poplar Forest Capital LLC | 675,631 | $3,187 萬 | 5.86% | −238,313−26.1% | 減碼 |
| Manufacturers Life Insurance Company, The | 673,077 | $3,175 萬 | 0.03% | +18,136+2.8% | 加碼 |
| Allianz Asset Management GmbH | 643,633 | $3,036 萬 | 0.04% | +23,134+3.7% | 加碼 |
| Algebris (UK) Ltd | 666,039 | $3,034 萬 | 7.67% | −69,188−9.4% | 減碼 |
| Raymond James Financial Inc | 634,702 | $2,994 萬 | 0.01% | +634,702 | 新進 |
| Bank of America Corp | 634,049 | $2,991 萬 | 0.00% | +242,953+62.1% | 加碼 |
| Franklin Resources Inc | 625,723 | $2,952 萬 | 0.01% | −112,714−15.3% | 減碼 |
| Barclays PLC | 622,055 | $2,934 萬 | 0.01% | +120,557+24.0% | 加碼 |
| California State Teachers Retirement System | 611,461 | $2,884 萬 | 0.03% | +30,896+5.3% | 加碼 |
| California Public Employees Retirement System | 577,178 | $2,723 萬 | 0.02% | −67,860−10.5% | 減碼 |
| Wells Fargo & Company | 565,814 | $2,669 萬 | 0.01% | +968+0.2% | 加碼 |
| M.D. Sass Investors Services, Inc. | 543,868 | $2,565 萬 | 1.97% | +543,868 | 新進 |
| T. Rowe Price Investment Management, Inc. | 524,200 | $2,473 萬 | 0.02% | −17,181−3.2% | 減碼 |
| Brandywine Global Investment Management, LLC | 513,391 | $2,422 萬 | 0.18% | +60,643+13.4% | 加碼 |
| Great West Life Assurance Co | 479,149 | $2,260 萬 | 0.04% | −46,183−8.8% | 減碼 |
| Voya Investment Management LLC | 457,280 | $2,157 萬 | 0.02% | −27,043−5.6% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 436,216 | $2,058 萬 | 0.05% | +9,416+2.2% | 加碼 |
| Citigroup Inc | 435,368 | $2,054 萬 | 0.02% | +168,452+63.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 431,060 | $2,033 萬 | 0.06% | −197,055−31.4% | 減碼 |
| Bank of Montreal | 429,766 | $2,027 萬 | 0.01% | +40,825+10.5% | 加碼 |
| Balyasny Asset Management LLC | 422,373 | $1,992 萬 | 0.05% | −459,043−52.1% | 減碼 |
| SEI Investments Co | 422,373 | $1,992 萬 | 0.03% | +51,838+14.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 417,475 | $1,969 萬 | 0.04% | −1,440−0.3% | 減碼 |
| Robeco Institutional Asset Management B.V. | 415,574 | $1,960 萬 | 0.04% | −77,828−15.8% | 減碼 |
| Four Tree Island Advisory LLC | 405,850 | $1,914 萬 | 13.22% | +405,850 | 新進 |
| National Pension Service | 397,090 | $1,873 萬 | 0.02% | +691+0.2% | 加碼 |
| Retirement Systems of Alabama | 380,991 | $1,797 萬 | 0.07% | −7,439−1.9% | 減碼 |
| AustralianSuper Pty Ltd | 378,953 | $1,788 萬 | 0.08% | +211,332+126.1% | 加碼 |
| DnB Asset Management AS | 370,775 | $1,749 萬 | 0.08% | +312,635+537.7% | 加碼 |
| American Century Companies Inc | 368,706 | $1,739 萬 | 0.01% | −101,294−21.6% | 減碼 |
| Corebridge Financial, Inc. | 358,198 | $1,690 萬 | 0.09% | −23,824−6.2% | 減碼 |
| Hudson Bay Capital Management LP | 350,000 | $1,651 萬 | 0.10% | +50,000+16.7% | 加碼 |
| Interval Partners, LP | 349,064 | $1,647 萬 | 0.42% | −147,346−29.7% | 減碼 |
| Alliancebernstein L.P. | 324,433 | $1,530 萬 | 0.01% | −11,982−3.6% | 減碼 |
| Community Trust & Investment Co | 323,797 | $1,527 萬 | 0.95% | +890+0.3% | 加碼 |
| Gillson Capital LP | 309,666 | $1,461 萬 | 1.32% | +309,666 | 新進 |
| Thrivent Financial for Lutherans | 297,199 | $1,402 萬 | 0.03% | −14,913−4.8% | 減碼 |
| LSV Asset Management | 288,700 | $1,362 萬 | 0.03% | −4,100−1.4% | 減碼 |