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。
2025 年第 1 季 13F 持有人
Equitable Holdings, Inc. 在 2025/3/31 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
- 574
- 較 2024 年第 4 季 +47 家
- 持有股數
- 2.98 億
- 較 2024 年第 4 季 −117.6 萬 (−0.4%)
- 總市值
- $155.3 億
- 較 2024 年第 4 季 +$13.9 億 (+9.9%)
- 新進機構
- 98
- 另有 215 家加碼
- 清倉機構
- 51
- 另有 193 家減碼
另有 6 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,855,824 | $17.6 億 | 0.03% | −1,781,710−5.0% | 減碼 |
| BlackRock, Inc. | 30,255,952 | $15.8 億 | 0.03% | +527,587+1.8% | 加碼 |
| Price T Rowe Associates Inc | 19,708,542 | $10.3 億 | 0.13% | −1,569,894−7.4% | 減碼 |
| Canada Pension Plan Investment Board | 18,769,261 | $9.78 億 | 0.95% | −263,009−1.4% | 減碼 |
| State Street Corp | 12,846,403 | $6.69 億 | 0.03% | −180,461−1.4% | 減碼 |
| Norges Bank | 12,764,163 | $6.65 億 | 0.09% | −1,402,689−9.9% | 減碼 |
| Wellington Management Group LLP | 10,878,516 | $5.67 億 | 0.11% | +2,061,496+23.4% | 加碼 |
| Invesco Ltd. | 6,950,836 | $3.62 億 | 0.07% | −1,138,210−14.1% | 減碼 |
| Pzena Investment Management LLC | 5,902,357 | $3.07 億 | 1.07% | −2,288,971−27.9% | 減碼 |
| Geode Capital Management, LLC | 5,877,068 | $3.05 億 | 0.02% | +247,630+4.4% | 加碼 |
| Acadian Asset Management LLC | 5,789,138 | $3.02 億 | 0.85% | +265,759+4.8% | 加碼 |
| Conifer Management, L.L.C. | 5,000,000 | $2.60 億 | 39.48% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 4,855,273 | $2.53 億 | 3.54% | −412,720−7.8% | 減碼 |
| Massachusetts Financial Services Co | 4,243,570 | $2.21 億 | 0.07% | −47,762−1.1% | 減碼 |
| Capital International Investors | 4,219,807 | $2.20 億 | 0.04% | +1,618,164+62.2% | 加碼 |
| Northern Trust Corp | 4,210,016 | $2.19 億 | 0.03% | −32,676−0.8% | 減碼 |
| Dimensional Fund Advisors LP | 4,043,360 | $2.11 億 | 0.05% | −9,412−0.2% | 減碼 |
| Morgan Stanley | 3,698,229 | $1.93 億 | 0.01% | −75,000−2.0% | 減碼 |
| Nordea Investment Management AB | 3,370,532 | $1.73 億 | 0.18% | +1,807,360+115.6% | 加碼 |
| Viking Global Investors LP大師維京全球投資 | 3,279,559 | $1.71 億 | 0.54% | +2,515,236+329.1% | 加碼 |
| FMR LLC | 3,073,520 | $1.60 億 | 0.01% | +2,290,402+292.5% | 加碼 |
| First Trust Advisors LP | 3,056,851 | $1.59 億 | 0.14% | −4,783,564−61.0% | 減碼 |
| Bank of New York Mellon Corp | 3,035,946 | $1.58 億 | 0.03% | +6,511+0.2% | 加碼 |
| UBS Asset Management Americas Inc | 2,584,190 | $1.35 億 | 0.03% | +25,951+1.0% | 加碼 |
| Principal Financial Group Inc | 2,490,221 | $1.30 億 | 0.07% | −64,669−2.5% | 減碼 |
| Goldman Sachs Group Inc | 2,328,989 | $1.21 億 | 0.02% | −15,531−0.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 2,109,113 | $1.10 億 | 0.19% | +2,071,691+5,536.0% | 加碼 |
| Charles Schwab Investment Management Inc | 2,107,339 | $1.10 億 | 0.02% | −31,448−1.5% | 減碼 |
| Boston Partners | 2,078,861 | $1.08 億 | 0.13% | +2,078,861 | 新進 |
| Amundi | 2,125,294 | $1.07 億 | 0.04% | −534,397−20.1% | 減碼 |
| Nuveen, LLC | 1,906,689 | $9,932 萬 | 0.03% | +1,906,689 | 新進 |
| AQR Capital Management LLC | 1,909,451 | $9,698 萬 | 0.10% | +879,813+85.4% | 加碼 |
| Federated Hermes, Inc. | 1,861,576 | $9,697 萬 | 0.21% | +745,477+66.8% | 加碼 |
| Marshall Wace, LLP | 1,812,602 | $9,442 萬 | 0.13% | −462,437−20.3% | 減碼 |
| Legal & General Group Plc | 1,575,865 | $8,209 萬 | 0.02% | +75,213+5.0% | 加碼 |
| Ensign Peak Advisors, Inc | 1,297,529 | $6,759 萬 | 0.13% | +135,413+11.7% | 加碼 |
| Freestone Grove Partners LP | 1,242,772 | $6,474 萬 | 0.67% | +215,178+20.9% | 加碼 |
| HSBC Holdings PLC | 1,244,858 | $6,419 萬 | 0.04% | −576,391−31.6% | 減碼 |
| Samlyn Capital, LLC | 1,204,620 | $6,275 萬 | 1.03% | −619,548−34.0% | 減碼 |
| Ci Investments Inc. | 1,189,890 | $6,198 萬 | 0.26% | +15,162+1.3% | 加碼 |
| Los Angeles Capital Management LLC | 1,106,018 | $5,761 萬 | 0.25% | −362,894−24.7% | 減碼 |
| Millennium Management LLC | 1,104,954 | $5,756 萬 | 0.06% | −766,912−41.0% | 減碼 |
| Voloridge Investment Management, LLC | 1,094,982 | $5,704 萬 | 0.21% | +81,419+8.0% | 加碼 |
| UBS Group AG | 1,075,906 | $5,604 萬 | 0.01% | +211,298+24.4% | 加碼 |
| JPMorgan Chase & Co | 1,029,516 | $5,363 萬 | 0.00% | +332,703+47.7% | 加碼 |
| Ameriprise Financial Inc | 1,017,970 | $5,303 萬 | 0.01% | −87,048−7.9% | 減碼 |
| Rhumbline Advisers | 950,995 | $4,954 萬 | 0.05% | −10,476−1.1% | 減碼 |
| Bank of America Corp | 948,141 | $4,939 萬 | 0.00% | +314,092+49.5% | 加碼 |
| Russell Investments Group, Ltd. | 940,623 | $4,874 萬 | 0.07% | −90,606−8.8% | 減碼 |
| Wells Fargo & Company | 932,926 | $4,860 萬 | 0.01% | +367,112+64.9% | 加碼 |
| Swiss National Bank | 883,700 | $4,603 萬 | 0.03% | −11,500−1.3% | 減碼 |
| T. Rowe Price Investment Management, Inc. | 880,932 | $4,589 萬 | 0.03% | +356,732+68.1% | 加碼 |
| Man Group plc | 793,857 | $4,135 萬 | 0.12% | −451,711−36.3% | 減碼 |
| Citadel Advisors LLC | 781,310 | $4,070 萬 | 0.04% | +779,522+43,597.4% | 加碼 |
| Artemis Investment Management LLP | 777,625 | $4,051 萬 | 0.62% | −198,301−20.3% | 減碼 |
| Raymond James Financial Inc | 767,829 | $4,000 萬 | 0.02% | +133,127+21.0% | 加碼 |
| Deutsche Bank AG | 756,576 | $3,941 萬 | 0.02% | −558,215−42.5% | 減碼 |
| AustralianSuper Pty Ltd | 748,829 | $3,901 萬 | 0.22% | +369,876+97.6% | 加碼 |
| Wedge Capital Management L L P | 740,524 | $3,857 萬 | 0.75% | −135,065−15.4% | 減碼 |
| Alyeska Investment Group, L.P. | 714,193 | $3,720 萬 | 0.15% | −1,044,444−59.4% | 減碼 |
| Franklin Resources Inc | 700,627 | $3,650 萬 | 0.01% | +74,904+12.0% | 加碼 |
| M.D. Sass Investors Services, Inc. | 699,064 | $3,641 萬 | 3.21% | +155,196+28.5% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 697,807 | $3,635 萬 | 0.03% | −24,212−3.4% | 減碼 |
| Baird Financial Group, Inc. | 686,620 | $3,577 萬 | 0.07% | +686,620 | 新進 |
| Manufacturers Life Insurance Company, The | 650,385 | $3,388 萬 | 0.03% | −22,692−3.4% | 減碼 |
| Storebrand Asset Management AS | 646,865 | $3,370 萬 | 0.11% | −258,241−28.5% | 減碼 |
| Bruni J V & Co | 629,047 | $3,277 萬 | 3.81% | +629,047 | 新進 |
| California State Teachers Retirement System | 609,858 | $3,177 萬 | 0.04% | −1,603−0.3% | 減碼 |
| SEI Investments Co | 609,585 | $3,175 萬 | 0.04% | +187,212+44.3% | 加碼 |
| HRT Financial LP | 589,809 | $3,072 萬 | 0.19% | +406,449+221.7% | 加碼 |
| Brandywine Global Investment Management, LLC | 575,298 | $2,997 萬 | 0.22% | +61,907+12.1% | 加碼 |
| Hudson Bay Capital Management LP | 566,501 | $2,951 萬 | 0.19% | +216,501+61.9% | 加碼 |
| California Public Employees Retirement System | 561,111 | $2,923 萬 | 0.02% | −16,067−2.8% | 減碼 |
| Jane Street Group, LLC | 553,945 | $2,885 萬 | 0.05% | +525,669+1,859.1% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 552,873 | $2,880 萬 | 0.08% | +121,813+28.3% | 加碼 |
| Poplar Forest Capital LLC | 526,779 | $2,744 萬 | 4.88% | −148,852−22.0% | 減碼 |
| Allianz Asset Management GmbH | 524,934 | $2,734 萬 | 0.04% | −118,699−18.4% | 減碼 |
| Philadelphia Financial Management of San Francisco, LLC | 474,225 | $2,470 萬 | 5.49% | +474,225 | 新進 |
| Great West Life Assurance Co | 473,481 | $2,469 萬 | 0.04% | −5,668−1.2% | 減碼 |
| DnB Asset Management AS | 471,714 | $2,457 萬 | 0.11% | +100,939+27.2% | 加碼 |
| Voya Investment Management LLC | 471,318 | $2,455 萬 | 0.03% | +14,038+3.1% | 加碼 |
| Mitsubishi UFJ Trust & Banking Corp | 461,875 | $2,406 萬 | 0.06% | +25,659+5.9% | 加碼 |
| American Century Companies Inc | 451,709 | $2,353 萬 | 0.01% | +83,003+22.5% | 加碼 |
| Neuberger Berman Group LLC | 428,631 | $2,233 萬 | 0.02% | +367,741+603.9% | 加碼 |
| Four Tree Island Advisory LLC | 421,462 | $2,195 萬 | 15.42% | +15,612+3.8% | 加碼 |
| Victory Capital Management Inc | 419,903 | $2,187 萬 | 0.02% | +165,922+65.3% | 加碼 |
| National Pension Service | 397,607 | $2,071 萬 | 0.02% | +517+0.1% | 加碼 |
| State Board of Administration of Florida Retirement System | 391,695 | $2,040 萬 | 0.04% | −25,780−6.2% | 減碼 |
| Retirement Systems of Alabama | 377,186 | $1,965 萬 | 0.08% | −3,805−1.0% | 減碼 |
| Algebris (UK) Ltd | 402,273 | $1,940 萬 | 3.53% | −263,766−39.6% | 減碼 |
| Lazard Asset Management LLC | 370,068 | $1,928 萬 | 0.03% | +93,345+33.7% | 加碼 |
| Citigroup Inc | 364,015 | $1,896 萬 | 0.01% | −71,353−16.4% | 減碼 |
| Corebridge Financial, Inc. | 345,759 | $1,801 萬 | 0.10% | −12,439−3.5% | 減碼 |
| Robeco Institutional Asset Management B.V. | 331,824 | $1,728 萬 | 0.03% | −83,750−20.2% | 減碼 |
| Royal Bank of Canada | 329,454 | $1,716 萬 | 0.00% | +63,162+23.7% | 加碼 |
| Callodine Capital Management, LP | 320,289 | $1,668 萬 | 2.78% | +320,289 | 新進 |
| Community Trust & Investment Co | 319,013 | $1,662 萬 | 1.06% | −4,784−1.5% | 減碼 |
| Barclays PLC | 318,262 | $1,658 萬 | 0.01% | −303,793−48.8% | 減碼 |
| Alliancebernstein L.P. | 314,884 | $1,640 萬 | 0.01% | −9,549−2.9% | 減碼 |
| TCW Group Inc | 301,131 | $1,569 萬 | 0.14% | +154,191+104.9% | 加碼 |