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
- 532
- 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 | 562 | $138.9 億 |
| 2025 年第 2 季 | 580 | $165.7 億 |
| 2025 年第 1 季 | 573 | $155.3 億 |
| 2024 年第 4 季 | 532 | $142.3 億 |
| 2024 年第 3 季 | 503 | $125.6 億 |
| 2024 年第 2 季 | 490 | $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 |
|---|---|---|---|---|---|
| Livforsakringsbolaget Skandia, Omsesidigt | 64,300 | $303.3 萬 | 0.16% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 63,777 | $300.8 萬 | 0.06% | −1,023−1.6% | 減碼 |
| DekaBank Deutsche Girozentrale | 64,380 | $299.4 萬 | 0.01% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 62,760 | $296.0 萬 | 0.10% | −2,842−4.3% | 減碼 |
| Forsta Ap-Fonden | 61,400 | $289.6 萬 | 0.02% | −2,100−3.3% | 減碼 |
| LPL Financial LLC | 61,325 | $289.3 萬 | 0.00% | +5,724+10.3% | 加碼 |
| Neuberger Berman Group LLC | 60,890 | $287.2 萬 | 0.00% | −1,519−2.4% | 減碼 |
| British Columbia Investment Management Corp | 60,708 | $286.4 萬 | 0.02% | +6,430+11.8% | 加碼 |
| Susquehanna International Group, LLP | 59,789 | $282.0 萬 | 0.00% | +39,613+196.3% | 加碼 |
| Searle & Co. | 59,467 | $280.5 萬 | 0.81% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 58,365 | $275.3 萬 | 0.11% | +663+1.1% | 加碼 |
| Generali Asset Management SPA SGR | 57,008 | $268.9 萬 | 0.07% | +57,008 | 新進 |
| BTC Capital Management, Inc. | 55,015 | $259.5 萬 | 0.24% | −5,630−9.3% | 減碼 |
| Federation des caisses Desjardins du Quebec | 54,595 | $257.5 萬 | 0.01% | −15,236−21.8% | 減碼 |
| Utah Retirement Systems | 52,356 | $247.0 萬 | 0.03% | −1,700−3.1% | 減碼 |
| Bank of Nova Scotia | 51,935 | $245.0 萬 | 0.00% | +36,834+243.9% | 加碼 |
| Daiwa Securities Group Inc. | 50,975 | $240.4 萬 | 0.01% | +20,382+66.6% | 加碼 |
| New Vernon Investment Management LLC | 6,568 | $238.1 萬 | 4.04% | −75,920−92.0% | 減碼 |
| Prudential PLC | 50,112 | $236.4 萬 | 0.01% | −52,712−51.3% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 49,467 | $235.5 萬 | 0.03% | +9,355+23.3% | 加碼 |
| Nomura Holdings Inc | 49,831 | $235.1 萬 | 0.01% | +49,831 | 新進 |
| CAPROCK Group, Inc. | 49,759 | $234.7 萬 | 0.08% | +49,759 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 48,725 | $229.8 萬 | 0.02% | +1,751+3.7% | 加碼 |
| CI Private Wealth, LLC | 48,546 | $229.0 萬 | 0.00% | −1,673−3.3% | 減碼 |
| Credit Agricole S A | 48,185 | $227.3 萬 | 0.01% | +2,869+6.3% | 加碼 |
| Investment Management Corp of Ontario | 47,730 | $225.1 萬 | 0.07% | +27,690+138.2% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 47,168 | $222.5 萬 | 0.00% | +31,017+192.0% | 加碼 |
| Candriam Luxembourg S.C.A. | 44,283 | $208.9 萬 | 0.01% | +17,617+66.1% | 加碼 |
| Quantinno Capital Management LP | 42,817 | $202.0 萬 | 0.02% | +17,095+66.5% | 加碼 |
| Bastion Asset Management Inc. | 42,943 | $201.9 萬 | 1.34% | +42,943 | 新進 |
| M&T Bank Corp | 42,323 | $199.6 萬 | 0.01% | +3,605+9.3% | 加碼 |
| Westbourne Investments, Inc. | 41,255 | $194.6 萬 | 1.15% | +41,255 | 新進 |
| Illinois Municipal Retirement Fund | 41,213 | $194.4 萬 | 0.03% | 00.0% | 不變 |
| Trexquant Investment LP | 41,109 | $193.9 萬 | 0.02% | −245,800−85.7% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 40,832 | $192.6 萬 | 0.03% | −120.0% | 減碼 |
| Legacy Wealth Management, LLC | 40,605 | $191.5 萬 | 0.76% | −265−0.6% | 減碼 |
| KBC Group NV | 40,339 | $190.3 萬 | 0.01% | −9,318−18.8% | 減碼 |
| Concentric Capital Strategies, LP | 39,202 | $184.9 萬 | 0.12% | +39,202 | 新進 |
| Icon Advisers Inc | 39,200 | $184.9 萬 | 0.42% | 00.0% | 不變 |
| Ellsworth Advisors, LLC | 39,107 | $184.5 萬 | 0.48% | +3,317+9.3% | 加碼 |
| Nissay Asset Management Corp | 38,617 | $183.4 萬 | 0.01% | −876−2.2% | 減碼 |
| Swiss Life Asset Management Ltd | 38,909 | $183.3 萬 | 0.01% | +38,909 | 新進 |
| New Age Alpha Advisors, LLC | 38,307 | $180.7 萬 | 0.07% | +38,307 | 新進 |
| STRS Ohio | 37,901 | $178.8 萬 | 0.01% | +558+1.5% | 加碼 |
| Allspring Global Investments Holdings, LLC | 37,422 | $178.3 萬 | 0.00% | +30,570+446.1% | 加碼 |
| Schonfeld Strategic Advisors LLC | 37,642 | $177.6 萬 | 0.01% | −11,426−23.3% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 37,097 | $175.0 萬 | 0.02% | −56,100−60.2% | 減碼 |
| State of Alaska, Department of Revenue | 35,725 | $168.5 萬 | 0.02% | −1,415−3.8% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 35,399 | $167.0 萬 | 0.03% | +140.0% | 加碼 |
| New York Life Investment Management LLC | 35,215 | $166.1 萬 | 0.02% | −4,702−11.8% | 減碼 |
| Elo Mutual Pension Insurance Co | 33,378 | $157.4 萬 | 0.03% | +4,498+15.6% | 加碼 |
| Mackenzie Financial Corp | 33,241 | $156.8 萬 | 0.00% | −3,428−9.3% | 減碼 |
| DRW Securities, LLC | 32,700 | $154.2 萬 | 0.10% | +32,700 | 新進 |
| TD Asset Management Inc | 32,685 | $154.2 萬 | 0.00% | +3,845+13.3% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,301 | $152.4 萬 | 0.02% | 00.0% | 不變 |
| JustInvest LLC | 31,908 | $150.5 萬 | 0.02% | +617+2.0% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 31,740 | $149.7 萬 | 0.00% | +44+0.1% | 加碼 |
| Crestline Management, LP | 31,541 | $148.8 萬 | 0.05% | +7,219+29.7% | 加碼 |
| Verition Fund Management LLC | 31,321 | $147.7 萬 | 0.01% | +19,912+174.5% | 加碼 |
| EJF Capital LLC | 30,515 | $143.9 萬 | 0.99% | 00.0% | 不變 |
| Redwood Investment Management, LLC | 30,264 | $142.8 萬 | 0.14% | −5,089−14.4% | 減碼 |
| Ieq Capital, LLC | 30,113 | $142.0 萬 | 0.01% | +30,113 | 新進 |
| Integrated Advisors Network LLC | 30,022 | $141.6 萬 | 0.07% | −588−1.9% | 減碼 |
| Ritholtz Wealth Management | 28,853 | $136.1 萬 | 0.04% | +3,843+15.4% | 加碼 |
| Clearstead Advisors, LLC | 28,301 | $133.5 萬 | 0.02% | −769−2.6% | 減碼 |
| Jane Street Group, LLC | 28,276 | $133.4 萬 | 0.00% | −65,602−69.9% | 減碼 |
| Gulf International Bank (UK) Ltd | 28,044 | $132.2 萬 | 0.03% | 00.0% | 不變 |
| Diversified Trust Co | 27,896 | $131.6 萬 | 0.03% | +6,336+29.4% | 加碼 |
| Bridgefront Capital, LLC | 27,729 | $130.8 萬 | 0.44% | −7,048−20.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 27,601 | $130.2 萬 | 0.00% | +20,095+267.7% | 加碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $126.4 萬 | 0.01% | 00.0% | 不變 |
| Vise Technologies, Inc. | 26,429 | $124.7 萬 | 0.10% | +16,039+154.4% | 加碼 |
| AMG National Trust Bank | 26,511 | $124.6 萬 | 0.03% | +172+0.7% | 加碼 |
| Tredje AP-fonden | 26,411 | $124.6 萬 | 0.01% | −26,411−50.0% | 減碼 |
| Mediolanum International Funds Ltd | 26,563 | $124.6 萬 | 0.02% | −37,293−58.4% | 減碼 |
| Bridgewater Associates, LP | 24,954 | $117.7 萬 | 0.01% | +11,540+86.0% | 加碼 |
| Tower Research Capital LLC (TRC) | 24,853 | $117.2 萬 | 0.02% | +16,407+194.3% | 加碼 |
| Aigen Investment Management, LP | 24,615 | $116.1 萬 | 0.20% | +17,607+251.2% | 加碼 |
| Invst, LLC | 24,165 | $114.0 萬 | 0.14% | +365+1.5% | 加碼 |
| Securian Asset Management, Inc | 23,687 | $111.7 萬 | 0.03% | −1,177−4.7% | 減碼 |
| Janus Henderson Group PLC | 23,528 | $111.0 萬 | 0.00% | 00.0% | 不變 |
| Gabelli Funds LLC | 23,500 | $110.8 萬 | 0.01% | 00.0% | 不變 |
| Edgestream Partners, L.P. | 23,218 | $109.5 萬 | 0.05% | −137,085−85.5% | 減碼 |
| Smith Asset Management Co., LLC | 51,443 | $105.3 萬 | 1.03% | +51,443 | 新進 |
| HighTower Advisors, LLC | 22,206 | $104.7 萬 | 0.00% | −10,890−32.9% | 減碼 |
| Cerity Partners LLC | 22,882 | $104.0 萬 | 0.00% | +439+2.0% | 加碼 |
| Avanza Fonder AB | 21,680 | $102.3 萬 | 0.03% | +21,680 | 新進 |
| Brevan Howard Capital Management LP | 21,633 | $102.0 萬 | 0.03% | +21,633 | 新進 |
| Metis Global Partners, LLC | 21,202 | $100.0 萬 | 0.03% | +6,164+41.0% | 加碼 |
| Capital Insight Partners, LLC | 21,016 | $99.1 萬 | 0.17% | +2,700+14.7% | 加碼 |
| United Services Automobile Association | 20,675 | $97.5 萬 | 0.03% | 00.0% | 不變 |
| Hennessy Advisors Inc | 20,000 | $94.3 萬 | 0.03% | +1,000+5.3% | 加碼 |
| SG Americas Securities, LLC | 19,680 | $92.8 萬 | 0.00% | −7,832−28.5% | 減碼 |
| Stifel Financial Corp | 19,570 | $92.3 萬 | 0.00% | −2,962−13.1% | 減碼 |
| Mariner, LLC | 19,421 | $91.6 萬 | 0.00% | +854+4.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,176 | $90.4 萬 | 0.02% | −258−1.3% | 減碼 |
| Soapstone Management L.P. | 18,750 | $88.5 萬 | 0.83% | −81,250−81.3% | 減碼 |
| Rodgers Brothers Inc. | 18,500 | $87.3 萬 | 0.11% | 00.0% | 不變 |
| Avantax Advisory Services, Inc. | 18,121 | $85.5 萬 | 0.01% | −4,133−18.6% | 減碼 |
| Janney Montgomery Scott LLC | 17,936 | $84.6 萬 | 0.00% | +448+2.6% | 加碼 |