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 |
|---|---|---|---|---|---|
| Signaturefd, LLC | 5,001 | $23.6 萬 | 0.00% | −593−10.6% | 減碼 |
| Tudor Investment Corp Et Al | 4,954 | $23.4 萬 | 0.00% | −45,162−90.1% | 減碼 |
| Fifth Third Bancorp | 4,846 | $22.9 萬 | 0.00% | +8+0.2% | 加碼 |
| Captrust Financial Advisors | 4,821 | $22.7 萬 | 0.00% | +4,821 | 新進 |
| Catalyst Funds Management Pty Ltd | 4,800 | $22.6 萬 | 0.06% | +4,800 | 新進 |
| American Trust | 4,716 | $22.2 萬 | 0.02% | +4,716 | 新進 |
| Phillips Wealth Planners LLC | 4,593 | $22.1 萬 | 0.22% | −67−1.4% | 減碼 |
| Meeder Advisory Services, Inc. | 4,624 | $21.8 萬 | 0.01% | +4,624 | 新進 |
| Wealthfront Advisers LLC | 4,609 | $21.7 萬 | 0.00% | +4,609 | 新進 |
| Longboard Asset Management, LP | 4,608 | $21.7 萬 | 0.58% | +4,608 | 新進 |
| Aspiriant, LLC | 4,547 | $21.4 萬 | 0.01% | +4,547 | 新進 |
| HB Wealth Management, LLC | 4,493 | $21.2 萬 | 0.00% | +4,493 | 新進 |
| Forum Financial Management, LP | 4,404 | $20.8 萬 | 0.00% | +4,404 | 新進 |
| Trust Point Inc. | 4,390 | $20.7 萬 | 0.01% | +4,390 | 新進 |
| D'Orazio & Associates, Inc. | 4,301 | $20.3 萬 | 0.03% | +4,301 | 新進 |
| Colonial Trust Co | 4,278 | $20.2 萬 | 0.03% | +278+7.0% | 加碼 |
| Wedmont Private Capital | 4,186 | $20.1 萬 | 0.01% | +4,186 | 新進 |
| Atlas Capital Advisors LLC | 4,229 | $19.9 萬 | 0.03% | −94−2.2% | 減碼 |
| V-Square Quantitative Management LLC | 4,034 | $19.0 萬 | 0.03% | +29+0.7% | 加碼 |
| Headlands Technologies LLC | 3,725 | $17.6 萬 | 0.02% | −12,058−76.4% | 減碼 |
| Ostrum Asset Management | 3,713 | $17.5 萬 | 0.02% | −155−4.0% | 減碼 |
| Cornerstone Planning Group LLC | 3,293 | $17.5 萬 | 0.04% | 00.0% | 不變 |
| Steward Partners Investment Advisory, LLC | 3,206 | $15.1 萬 | 0.00% | +2,333+267.2% | 加碼 |
| Advisor Group Holdings, Inc. | 4,434 | $14.7 萬 | 0.00% | +1,270+40.1% | 加碼 |
| Skopos Labs, Inc. | 2,835 | $13.4 萬 | 0.04% | −118−4.0% | 減碼 |
| Jones Financial Companies LLLP | 2,768 | $13.1 萬 | 0.00% | +266+10.6% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,756 | $13.0 萬 | 0.01% | +134+5.1% | 加碼 |
| Quent Capital, LLC | 2,738 | $12.9 萬 | 0.01% | +62+2.3% | 加碼 |
| Van Eck Associates Corp | 2,692 | $12.7 萬 | 0.00% | −142−5.0% | 減碼 |
| Virtus Investment Advisers, Inc. | 2,600 | $12.3 萬 | 0.10% | +2,600 | 新進 |
| Advisors Asset Management, Inc. | 2,578 | $12.2 萬 | 0.00% | −64−2.4% | 減碼 |
| Sit Investment Associates Inc | 2,450 | $11.6 萬 | 0.00% | −310−11.2% | 減碼 |
| Ronald Blue Trust, Inc. | 2,459 | $11.6 萬 | 0.00% | −5,489−69.1% | 減碼 |
| Gen-Wealth Partners Inc | 2,100 | $9.91 萬 | 0.04% | 00.0% | 不變 |
| Umb Bank N A | 1,954 | $9.22 萬 | 0.00% | +404+26.1% | 加碼 |
| Groupe la Francaise | 1,879 | $8.87 萬 | 0.00% | +1,879 | 新進 |
| Principal Securities, Inc. | 1,805 | $8.51 萬 | 0.00% | +817+82.7% | 加碼 |
| Citadel Advisors LLC | 1,788 | $8.43 萬 | 0.00% | −1,001,724−99.8% | 減碼 |
| Smartleaf Asset Management LLC | 1,707 | $8.02 萬 | 0.01% | +409+31.5% | 加碼 |
| Massmutual Trust Co FSB | 1,689 | $7.97 萬 | 0.00% | +1,265+298.3% | 加碼 |
| Zions Bancorporation, N.A. | 1,649 | $7.78 萬 | 0.00% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,593 | $7.51 萬 | 0.01% | −72−4.3% | 減碼 |
| Rise Advisors, LLC | 1,560 | $7.36 萬 | 0.04% | −165−9.6% | 減碼 |
| SRS Capital Advisors, Inc. | 1,477 | $6.97 萬 | 0.00% | +19+1.3% | 加碼 |
| McIlrath & Eck, LLC | 1,386 | $6.54 萬 | 0.01% | +841+154.3% | 加碼 |
| Global Retirement Partners, LLC | 1,324 | $6.25 萬 | 0.00% | −155−10.5% | 減碼 |
| Caitong International Asset Management Co., Ltd | 1,285 | $6.06 萬 | 0.06% | +1,285 | 新進 |
| Quarry LP | 1,281 | $6.04 萬 | 0.01% | −6,901−84.3% | 減碼 |
| LRI Investments, LLC | 1,209 | $5.70 萬 | 0.01% | 00.0% | 不變 |
| Farther Finance Advisors, LLC | 1,207 | $5.69 萬 | 0.00% | −140−10.4% | 減碼 |
| Mizuho Bank, Ltd. | 1,130 | $5.33 萬 | 0.01% | +430+61.4% | 加碼 |
| Northwestern Mutual Wealth Management Co | 1,063 | $5.01 萬 | 0.00% | +101+10.5% | 加碼 |
| Lindbrook Capital, LLC | 982 | $4.63 萬 | 0.00% | −22−2.2% | 減碼 |
| Bayforest Capital Ltd | 927 | $4.37 萬 | 0.05% | +927 | 新進 |
| IFP Advisors, Inc | 843 | $3.98 萬 | 0.00% | +124+17.2% | 加碼 |
| Assetmark, Inc | 799 | $3.77 萬 | 0.00% | +199+33.2% | 加碼 |
| Bessemer Group Inc | 678 | $3.20 萬 | 0.00% | +357+111.2% | 加碼 |
| Parallel Advisors, LLC | 628 | $2.96 萬 | 0.00% | +1+0.2% | 加碼 |
| Continuum Advisory, LLC | 566 | $2.67 萬 | 0.00% | −39−6.4% | 減碼 |
| Versant Capital Management, Inc | 532 | $2.51 萬 | 0.01% | +352+195.6% | 加碼 |
| MAI Capital Management | 525 | $2.47 萬 | 0.00% | +525 | 新進 |
| Harbour Investments, Inc. | 517 | $2.44 萬 | 0.00% | −4−0.8% | 減碼 |
| LGT Financial Advisors LLC | 514 | $2.42 萬 | 0.05% | +514 | 新進 |
| WPG Advisers, LLC | 510 | $2.41 萬 | 0.02% | +510 | 新進 |
| Whittier Trust Co of Nevada Inc | 482 | $2.27 萬 | 0.00% | +71+17.3% | 加碼 |
| Geneos Wealth Management Inc. | 458 | $2.16 萬 | 0.00% | −36−7.3% | 減碼 |
| Covestor Ltd | 439 | $2.10 萬 | 0.01% | −207−32.0% | 減碼 |
| Brown Brothers Harriman & Co | 440 | $2.08 萬 | 0.00% | −144−24.7% | 減碼 |
| Whittier Trust Co | 439 | $2.07 萬 | 0.00% | 00.0% | 不變 |
| Private Trust Co NA | 435 | $2.05 萬 | 0.00% | 00.0% | 不變 |
| Whipplewood Advisors, LLC | 372 | $1.75 萬 | 0.01% | +372 | 新進 |
| Mather Group, LLC. | 309 | $1.46 萬 | 0.00% | +60+24.1% | 加碼 |
| Huntington National Bank | 264 | $1.25 萬 | 0.00% | −41−13.4% | 減碼 |
| JFS Wealth Advisors, LLC | 260 | $1.23 萬 | 0.00% | +4+1.6% | 加碼 |
| Exchange Traded Concepts, LLC | 253 | $1.19 萬 | 0.00% | +253 | 新進 |
| Harbor Investment Advisory, LLC | 235 | $1.11 萬 | 0.00% | 00.0% | 不變 |
| Aster Capital Management (DIFC) Ltd | 210 | $9,906 | 0.00% | −1,824−89.7% | 減碼 |
| Meeder Asset Management Inc | 200 | $9,434 | 0.00% | −16−7.4% | 減碼 |
| Venturi Wealth Management, LLC | 185 | $8,727 | 0.00% | 00.0% | 不變 |
| WealthCollab, LLC | 178 | $8,397 | 0.01% | −45−20.2% | 減碼 |
| Hemington Wealth Management | 176 | $8,000 | 0.00% | +62+54.4% | 加碼 |
| Fortitude Family Office, LLC | 154 | $7,264 | 0.00% | 00.0% | 不變 |
| High Note Wealth, LLC | 150 | $7,076 | 0.00% | +150 | 新進 |
| Bruce G. Allen Investments, LLC | 146 | $6,887 | 0.01% | −8−5.2% | 減碼 |
| Atala Financial Inc | 145 | $6,840 | 0.00% | +145 | 新進 |
| IAG Wealth Partners, LLC | 144 | $6,792 | 0.00% | 00.0% | 不變 |
| Trust Co of Vermont | 136 | $6,415 | 0.00% | 00.0% | 不變 |
| Farmers & Merchants Investments Inc | 100 | $4,717 | 0.00% | 00.0% | 不變 |
| Colonial Trust Advisors | 100 | $4,717 | 0.00% | +100 | 新進 |
| South State Corp. | 93 | $4,387 | 0.00% | 00.0% | 不變 |
| Jackson, Grant Investment Advisers, Inc. | 90 | $4,245 | 0.00% | 00.0% | 不變 |
| Bell Investment Advisors, Inc | 88 | $4,151 | 0.00% | −81−47.9% | 減碼 |
| SJS Investment Consulting Inc. | 85 | $4,010 | 0.00% | −13−13.3% | 減碼 |
| Cape Investment Advisory, Inc. | 80 | $3,774 | 0.00% | −624−88.6% | 減碼 |
| Parkside Financial Bank & Trust | 74 | $3,491 | 0.00% | 00.0% | 不變 |
| TD Private Client Wealth LLC | 73 | $3,443 | 0.00% | 00.0% | 不變 |
| Sachetta, LLC | 70 | $3,302 | 0.00% | 00.0% | 不變 |
| DiNuzzo Private Wealth, Inc. | 64 | $3,019 | 0.00% | −2−3.0% | 減碼 |
| Westend Capital Management, LLC | 64 | $3,019 | 0.00% | 00.0% | 不變 |
| Capital Advisors, Ltd. LLC | 65 | $3,000 | 0.00% | 00.0% | 不變 |