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 |
|---|---|---|---|---|---|
| Sit Investment Associates Inc | 2,450 | $11.6 萬 | 0.00% | −310−11.2% | 減碼 |
| Advisors Asset Management, Inc. | 2,578 | $12.2 萬 | 0.00% | −64−2.4% | 減碼 |
| Virtus Investment Advisers, Inc. | 2,600 | $12.3 萬 | 0.10% | +2,600 | 新進 |
| Van Eck Associates Corp | 2,692 | $12.7 萬 | 0.00% | −142−5.0% | 減碼 |
| Quent Capital, LLC | 2,738 | $12.9 萬 | 0.01% | +62+2.3% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,756 | $13.0 萬 | 0.01% | +134+5.1% | 加碼 |
| Jones Financial Companies LLLP | 2,768 | $13.1 萬 | 0.00% | +266+10.6% | 加碼 |
| Skopos Labs, Inc. | 2,835 | $13.4 萬 | 0.04% | −118−4.0% | 減碼 |
| Advisor Group Holdings, Inc. | 4,434 | $14.7 萬 | 0.00% | +1,270+40.1% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,206 | $15.1 萬 | 0.00% | +2,333+267.2% | 加碼 |
| Cornerstone Planning Group LLC | 3,293 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Ostrum Asset Management | 3,713 | $17.5 萬 | 0.02% | −155−4.0% | 減碼 |
| Headlands Technologies LLC | 3,725 | $17.6 萬 | 0.02% | −12,058−76.4% | 減碼 |
| V-Square Quantitative Management LLC | 4,034 | $19.0 萬 | 0.03% | +29+0.7% | 加碼 |
| Atlas Capital Advisors LLC | 4,229 | $19.9 萬 | 0.03% | −94−2.2% | 減碼 |
| Wedmont Private Capital | 4,186 | $20.1 萬 | 0.01% | +4,186 | 新進 |
| Colonial Trust Co | 4,278 | $20.2 萬 | 0.03% | +278+7.0% | 加碼 |
| D'Orazio & Associates, Inc. | 4,301 | $20.3 萬 | 0.03% | +4,301 | 新進 |
| Trust Point Inc. | 4,390 | $20.7 萬 | 0.01% | +4,390 | 新進 |
| Forum Financial Management, LP | 4,404 | $20.8 萬 | 0.00% | +4,404 | 新進 |
| HB Wealth Management, LLC | 4,493 | $21.2 萬 | 0.00% | +4,493 | 新進 |
| Aspiriant, LLC | 4,547 | $21.4 萬 | 0.01% | +4,547 | 新進 |
| Longboard Asset Management, LP | 4,608 | $21.7 萬 | 0.58% | +4,608 | 新進 |
| Wealthfront Advisers LLC | 4,609 | $21.7 萬 | 0.00% | +4,609 | 新進 |
| Meeder Advisory Services, Inc. | 4,624 | $21.8 萬 | 0.01% | +4,624 | 新進 |
| Phillips Wealth Planners LLC | 4,593 | $22.1 萬 | 0.22% | −67−1.4% | 減碼 |
| American Trust | 4,716 | $22.2 萬 | 0.02% | +4,716 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,800 | $22.6 萬 | 0.06% | +4,800 | 新進 |
| Captrust Financial Advisors | 4,821 | $22.7 萬 | 0.00% | +4,821 | 新進 |
| Fifth Third Bancorp | 4,846 | $22.9 萬 | 0.00% | +8+0.2% | 加碼 |
| Tudor Investment Corp Et Al | 4,954 | $23.4 萬 | 0.00% | −45,162−90.1% | 減碼 |
| Advus Financial Partners, LLC | 4,956 | $23.4 萬 | 0.07% | 00.0% | 不變 |
| Signaturefd, LLC | 5,001 | $23.6 萬 | 0.00% | −593−10.6% | 減碼 |
| Coldstream Capital Management Inc | 5,075 | $23.9 萬 | 0.01% | +17+0.3% | 加碼 |
| Sterling Capital Management LLC | 5,104 | $24.1 萬 | 0.00% | −860−14.4% | 減碼 |
| Blair William & Co | 5,172 | $24.4 萬 | 0.00% | +10.0% | 加碼 |
| Carolina Wealth Advisors, LLC | 5,172 | $24.4 萬 | 0.13% | +4,019+348.6% | 加碼 |
| Vestcor Inc | 5,169 | $24.4 萬 | 0.01% | −13−0.3% | 減碼 |
| NewEdge Wealth, LLC | 5,203 | $24.5 萬 | 0.00% | +5,203 | 新進 |
| Quantessence Capital LLC | 5,422 | $25.6 萬 | 0.11% | +5,422 | 新進 |
| Commonwealth Equity Services, LLC | 5,674 | $26.8 萬 | 0.00% | +99+1.8% | 加碼 |
| Polymer Capital Management (US) LLC | 5,781 | $27.3 萬 | 0.09% | +5,781 | 新進 |
| Panagora Asset Management Inc | 6,020 | $28.4 萬 | 0.00% | +6,020 | 新進 |
| Hyperion Capital Advisors LP | 6,061 | $28.6 萬 | 0.15% | 00.0% | 不變 |
| UniSuper Management Pty Ltd | 6,100 | $28.8 萬 | 0.00% | −29,206−82.7% | 減碼 |
| Meiji Yasuda Life Insurance Co | 6,101 | $28.8 萬 | 0.01% | −3,130−33.9% | 減碼 |
| Miracle Mile Advisors, LLC | 6,248 | $29.5 萬 | 0.01% | +6,248 | 新進 |
| Ascent Group, LLC | 6,450 | $30.4 萬 | 0.02% | +68+1.1% | 加碼 |
| Pitcairn Co | 6,459 | $30.5 萬 | 0.02% | −505−7.3% | 減碼 |
| Smith Group Asset Management, LLC | 6,470 | $30.5 萬 | 0.02% | +6,470 | 新進 |
| R Squared Ltd | 6,520 | $30.8 萬 | 0.30% | +6,520 | 新進 |
| Savant Capital, LLC | 6,537 | $30.8 萬 | 0.00% | +89+1.4% | 加碼 |
| Atomi Financial Group, Inc. | 6,577 | $31.0 萬 | 0.02% | +209+3.3% | 加碼 |
| Avidian Wealth Solutions, LLC | 6,597 | $31.1 萬 | 0.01% | +538+8.9% | 加碼 |
| Mutual Advisors, LLC | 6,048 | $31.2 萬 | 0.01% | −18−0.3% | 減碼 |
| Kathmere Capital Management, LLC | 6,732 | $31.8 萬 | 0.03% | +47+0.7% | 加碼 |
| Rafferty Asset Management, LLC | 7,157 | $33.8 萬 | 0.00% | −216−2.9% | 減碼 |
| Bleakley Financial Group, LLC | 7,236 | $34.1 萬 | 0.01% | −57−0.8% | 減碼 |
| iA Global Asset Management Inc. | 7,559 | $35.7 萬 | 0.01% | +152+2.1% | 加碼 |
| Axq Capital, LP | 7,650 | $36.1 萬 | 0.16% | +7,650 | 新進 |
| Maverick Capital Ltd大師Maverick 資本 | 7,709 | $36.4 萬 | 0.01% | −33,391−81.2% | 減碼 |
| Quinn Opportunity Partners LLC | 7,776 | $36.7 萬 | 0.03% | 00.0% | 不變 |
| CIBC World Markets Inc. | 7,778 | $36.7 萬 | 0.00% | +1,634+26.6% | 加碼 |
| We Are One Seven, LLC | 7,887 | $37.2 萬 | 0.01% | +47+0.6% | 加碼 |
| Seeds Investor LLC | 7,912 | $37.3 萬 | 0.11% | +748+10.4% | 加碼 |
| Vestmark Advisory Solutions, Inc. | 8,027 | $37.9 萬 | 0.01% | +8,027 | 新進 |
| Romano Brothers and Company | 8,175 | $38.6 萬 | 0.05% | 00.0% | 不變 |
| GAMMA Investing LLC | 8,410 | $39.7 萬 | 0.03% | +957+12.8% | 加碼 |
| Harvest Fund Management Co., Ltd | 8,567 | $40.4 萬 | 0.02% | +8,531+23,697.2% | 加碼 |
| US Bancorp | 8,595 | $40.5 萬 | 0.00% | +303+3.7% | 加碼 |
| Cambria Investment Management, L.P. | 8,645 | $40.8 萬 | 0.02% | −385−4.3% | 減碼 |
| CWM, LLC | 8,692 | $41.0 萬 | 0.00% | +2,694+44.9% | 加碼 |
| RSM US Wealth Management LLC | 8,728 | $41.1 萬 | 0.01% | +184+2.2% | 加碼 |
| Empowered Funds, LLC | 8,833 | $41.7 萬 | 0.01% | +8,833 | 新進 |
| Lecap Asset Management Ltd | 9,129 | $43.1 萬 | 0.12% | −35,975−79.8% | 減碼 |
| Allstate Corp | 9,130 | $43.1 萬 | 0.01% | +9,130 | 新進 |
| Fiduciary Financial Group, LLC | 9,142 | $44.0 萬 | 0.10% | −495−5.1% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,544 | $45.0 萬 | 0.02% | −128−1.3% | 減碼 |
| Truist Financial Corp | 9,554 | $45.1 萬 | 0.00% | +257+2.8% | 加碼 |
| Ellevest, Inc. | 9,594 | $45.3 萬 | 0.03% | −377−3.8% | 減碼 |
| Centiva Capital, LP | 9,625 | $45.4 萬 | 0.02% | −57,861−85.7% | 減碼 |
| Tributary Capital Management, LLC | 9,640 | $45.5 萬 | 0.04% | −530−5.2% | 減碼 |
| Guggenheim Capital LLC | 9,664 | $45.6 萬 | 0.00% | −12,404−56.2% | 減碼 |
| Everence Capital Management Inc | 9,710 | $45.8 萬 | 0.03% | +9,710 | 新進 |
| Pathstone Holdings, LLC | 9,748 | $46.0 萬 | 0.00% | −3,078−24.0% | 減碼 |
| Integrated Wealth Concepts LLC | 9,980 | $47.1 萬 | 0.01% | +472+5.0% | 加碼 |
| Toroso Investments, LLC | 10,162 | $47.9 萬 | 0.00% | −6,627−39.5% | 減碼 |
| Campbell & CO Investment Adviser LLC | 10,467 | $49.4 萬 | 0.04% | −37,540−78.2% | 減碼 |
| Vontobel Holding Ltd. | 10,584 | $49.9 萬 | 0.00% | +10,584 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $50.3 萬 | 0.01% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,861 | $51.2 萬 | 0.00% | −1,907−14.9% | 減碼 |
| Advisory Services Network, LLC | 10,885 | $51.3 萬 | 0.01% | −1,501−12.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 11,051 | $52.1 萬 | 0.01% | +11,051 | 新進 |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $53.0 萬 | 0.01% | +11,245 | 新進 |
| Bryn Mawr Trust Co | 11,331 | $53.4 萬 | 0.01% | +11,331 | 新進 |
| Rothschild Investment LLC | 11,425 | $53.9 萬 | 0.04% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 11,660 | $55.0 萬 | 0.01% | −750−6.0% | 減碼 |
| Shelton Capital Management | 11,715 | $55.3 萬 | 0.01% | −503−4.1% | 減碼 |
| Quest Partners LLC | 11,895 | $56.1 萬 | 0.07% | −51,932−81.4% | 減碼 |
| AXS Investments LLC | 12,000 | $56.6 萬 | 0.16% | 00.0% | 不變 |