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 |
|---|---|---|---|---|---|
| Principal Securities, Inc. | 1,805 | $8.51 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 1,649 | $8.59 萬 | 0.01% | +1,649 | 新進 |
| Smartleaf Asset Management LLC | 1,879 | $9.71 萬 | 0.01% | +172+10.1% | 加碼 |
| Massmutual Trust Co FSB | 1,878 | $9.78 萬 | 0.00% | +189+11.2% | 加碼 |
| Picton Mahoney Asset Management | 2,000 | $10.4 萬 | 0.00% | +2,000 | 新進 |
| Ronald Blue Trust, Inc. | 2,114 | $11.0 萬 | 0.00% | −345−14.0% | 減碼 |
| Sit Investment Associates Inc | 2,450 | $12.8 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,502 | $13.0 萬 | 0.02% | +2,428+3,281.1% | 加碼 |
| Groupe la Francaise | 2,726 | $14.5 萬 | 0.00% | +847+45.1% | 加碼 |
| Quent Capital, LLC | 2,797 | $14.6 萬 | 0.02% | +59+2.2% | 加碼 |
| Van Eck Associates Corp | 2,898 | $15.1 萬 | 0.00% | +206+7.7% | 加碼 |
| Jones Financial Companies LLLP | 2,927 | $15.1 萬 | 0.00% | +159+5.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,904 | $15.1 萬 | 0.01% | +148+5.4% | 加碼 |
| Steward Partners Investment Advisory, LLC | 2,907 | $15.1 萬 | 0.00% | −299−9.3% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,985 | $15.5 萬 | 0.00% | +1,922+180.8% | 加碼 |
| Boston Private Wealth LLC | 3,214 | $16.7 萬 | 0.01% | +3,214 | 新進 |
| Skopos Labs, Inc. | 3,430 | $17.9 萬 | 0.04% | +595+21.0% | 加碼 |
| Siemens Fonds Invest GmbH | 3,513 | $18.3 萬 | 0.01% | +3,513 | 新進 |
| Cornerstone Planning Group LLC | 3,828 | $18.7 萬 | 0.04% | +535+16.2% | 加碼 |
| Ostrum Asset Management | 3,617 | $18.8 萬 | 0.01% | −96−2.6% | 減碼 |
| United Capital Financial Advisers, LLC | 3,859 | $20.1 萬 | 0.00% | +3,859 | 新進 |
| NewEdge Wealth, LLC | 3,914 | $20.4 萬 | 0.00% | −1,289−24.8% | 減碼 |
| BSW Wealth Partners | 4,021 | $20.9 萬 | 0.03% | +4,021 | 新進 |
| Colonial Trust Co | 4,035 | $21.0 萬 | 0.03% | −243−5.7% | 減碼 |
| Wedmont Private Capital | 4,539 | $21.1 萬 | 0.01% | +353+8.4% | 加碼 |
| Independent Advisor Alliance | 4,064 | $21.2 萬 | 0.01% | +4,064 | 新進 |
| Phillips Wealth Planners LLC | 4,574 | $21.2 萬 | 0.22% | −19−0.4% | 減碼 |
| Trust Point Inc. | 4,117 | $21.4 萬 | 0.02% | −273−6.2% | 減碼 |
| Umb Bank N A | 4,229 | $22.0 萬 | 0.00% | +2,275+116.4% | 加碼 |
| D'Orazio & Associates, Inc. | 4,301 | $22.4 萬 | 0.03% | 00.0% | 不變 |
| Headlands Technologies LLC | 4,303 | $22.4 萬 | 0.03% | +578+15.5% | 加碼 |
| Snowden Capital Advisors LLC | 4,371 | $22.8 萬 | 0.01% | +4,371 | 新進 |
| TownSquare Capital, LLC | 4,387 | $22.9 萬 | 0.00% | +4,387 | 新進 |
| Belpointe Asset Management LLC | 4,397 | $22.9 萬 | 0.01% | +4,397 | 新進 |
| PDS Planning, Inc | 4,418 | $23.0 萬 | 0.02% | +4,418 | 新進 |
| Commerce Bank | 4,440 | $23.1 萬 | 0.00% | +4,440 | 新進 |
| Wealthfront Advisers LLC | 4,509 | $23.5 萬 | 0.00% | −100−2.2% | 減碼 |
| 111 Capital | 4,575 | $23.8 萬 | 0.05% | +4,575 | 新進 |
| V-Square Quantitative Management LLC | 4,582 | $23.9 萬 | 0.03% | +548+13.6% | 加碼 |
| HB Wealth Management, LLC | 4,604 | $24.0 萬 | 0.00% | +111+2.5% | 加碼 |
| Longboard Asset Management, LP | 4,608 | $24.0 萬 | 0.70% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 4,725 | $24.6 萬 | 0.01% | +4,725 | 新進 |
| Centiva Capital, LP | 4,810 | $25.1 萬 | 0.01% | −4,815−50.0% | 減碼 |
| Oppenheimer & Co Inc | 4,831 | $25.2 萬 | 0.00% | +4,831 | 新進 |
| Cresset Asset Management, LLC | 4,851 | $25.3 萬 | 0.00% | +4,851 | 新進 |
| Resources Investment Advisors, LLC. | 4,890 | $25.5 萬 | 0.00% | +4,890 | 新進 |
| Forum Financial Management, LP | 4,929 | $25.7 萬 | 0.00% | +525+11.9% | 加碼 |
| Signaturefd, LLC | 4,960 | $25.8 萬 | 0.00% | −41−0.8% | 減碼 |
| Advus Financial Partners, LLC | 4,985 | $26.0 萬 | 0.07% | +29+0.6% | 加碼 |
| USA Financial Portformulas Corp | 5,141 | $26.8 萬 | 0.04% | +5,141 | 新進 |
| Fifth Third Bancorp | 5,145 | $26.8 萬 | 0.00% | +299+6.2% | 加碼 |
| Vestcor Inc | 5,183 | $27.0 萬 | 0.01% | +14+0.3% | 加碼 |
| Blair William & Co | 5,192 | $27.0 萬 | 0.00% | +20+0.4% | 加碼 |
| MML Investors Services, LLC | 5,217 | $27.2 萬 | 0.00% | +5,217 | 新進 |
| Rafferty Asset Management, LLC | 5,312 | $27.7 萬 | 0.00% | −1,845−25.8% | 減碼 |
| Advisor Group Holdings, Inc. | 5,359 | $27.9 萬 | 0.00% | +925+20.9% | 加碼 |
| Holocene Advisors, LP | 5,467 | $28.5 萬 | 0.00% | −183,967−97.1% | 減碼 |
| Coldstream Capital Management Inc | 5,476 | $28.5 萬 | 0.01% | +401+7.9% | 加碼 |
| Avidian Wealth Solutions, LLC | 5,486 | $28.6 萬 | 0.01% | −1,111−16.8% | 減碼 |
| Commonwealth Equity Services, LLC | 5,816 | $30.3 萬 | 0.00% | +142+2.5% | 加碼 |
| Meeder Advisory Services, Inc. | 5,953 | $31.0 萬 | 0.02% | +1,329+28.7% | 加碼 |
| Atria Investments LLC | 6,011 | $31.3 萬 | 0.00% | +6,011 | 新進 |
| Quarry LP | 6,021 | $31.4 萬 | 0.08% | +4,740+370.0% | 加碼 |
| Harvest Investment Services, LLC | 6,022 | $31.4 萬 | 0.09% | +6,022 | 新進 |
| Hyperion Capital Advisors LP | 6,061 | $31.6 萬 | 0.17% | 00.0% | 不變 |
| Mutual Advisors, LLC | 6,367 | $31.6 萬 | 0.01% | +319+5.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 6,077 | $31.7 萬 | 0.01% | −52,288−89.6% | 減碼 |
| UniSuper Management Pty Ltd | 6,100 | $31.8 萬 | 0.00% | 00.0% | 不變 |
| Miracle Mile Advisors, LLC | 6,125 | $31.9 萬 | 0.01% | −123−2.0% | 減碼 |
| RSM US Wealth Management LLC | 6,180 | $32.2 萬 | 0.00% | −2,548−29.2% | 減碼 |
| Panagora Asset Management Inc | 6,316 | $32.9 萬 | 0.00% | +296+4.9% | 加碼 |
| Bayforest Capital Ltd | 6,431 | $33.5 萬 | 0.15% | +5,504+593.7% | 加碼 |
| Pitcairn Co | 6,459 | $33.6 萬 | 0.02% | 00.0% | 不變 |
| Merit Financial Group, LLC | 6,480 | $33.8 萬 | 0.01% | +6,480 | 新進 |
| Smith Group Asset Management, LLC | 6,520 | $34.0 萬 | 0.03% | +50+0.8% | 加碼 |
| Sherbrooke Park Advisers LLC | 6,531 | $34.0 萬 | 0.16% | +6,531 | 新進 |
| iA Global Asset Management Inc. | 6,752 | $35.2 萬 | 0.01% | −807−10.7% | 減碼 |
| LMR Partners LLP | 6,784 | $35.3 萬 | 0.01% | −6,976−50.7% | 減碼 |
| Kathmere Capital Management, LLC | 6,787 | $35.4 萬 | 0.03% | +55+0.8% | 加碼 |
| Quadrature Capital Ltd | 6,794 | $35.4 萬 | 0.01% | +6,794 | 新進 |
| Tributary Capital Management, LLC | 6,865 | $35.8 萬 | 0.03% | −2,775−28.8% | 減碼 |
| Ascent Group, LLC | 6,874 | $35.8 萬 | 0.02% | +424+6.6% | 加碼 |
| Captrust Financial Advisors | 6,904 | $36.0 萬 | 0.00% | +2,083+43.2% | 加碼 |
| We Are One Seven, LLC | 7,079 | $36.9 萬 | 0.01% | −808−10.2% | 減碼 |
| Fiduciary Financial Group, LLC | 8,293 | $38.0 萬 | 0.08% | −849−9.3% | 減碼 |
| Toroso Investments, LLC | 7,452 | $38.8 萬 | 0.00% | −2,710−26.7% | 減碼 |
| Integrated Quantitative Investments LLC | 7,540 | $39.3 萬 | 0.19% | +7,540 | 新進 |
| Vestmark Advisory Solutions, Inc. | 7,929 | $41.3 萬 | 0.01% | −98−1.2% | 減碼 |
| Romano Brothers and Company | 7,975 | $41.5 萬 | 0.05% | −200−2.4% | 減碼 |
| Seeds Investor LLC | 8,214 | $42.8 萬 | 0.12% | +302+3.8% | 加碼 |
| Dynamic Technology Lab Private Ltd | 8,419 | $43.9 萬 | 0.06% | +8,419 | 新進 |
| Cambria Investment Management, L.P. | 8,482 | $44.2 萬 | 0.03% | −163−1.9% | 減碼 |
| Numerai GP LLC | 8,488 | $44.2 萬 | 0.08% | +8,488 | 新進 |
| Quadrant Capital Group LLC | 8,491 | $44.2 萬 | 0.02% | +6,898+433.0% | 加碼 |
| Rakuten Investment Management, Inc. | 8,646 | $44.7 萬 | 0.00% | +8,646 | 新進 |
| Caxton Associates LLP | 8,762 | $45.6 萬 | 0.02% | +8,762 | 新進 |
| Laurion Capital Management LP | 9,325 | $48.6 萬 | 0.04% | +9,325 | 新進 |
| Ellevest, Inc. | 9,396 | $48.9 萬 | 0.03% | −198−2.1% | 減碼 |
| Guggenheim Capital LLC | 9,534 | $49.7 萬 | 0.00% | −130−1.3% | 減碼 |
| Bryn Mawr Trust Co | 9,537 | $49.7 萬 | 0.01% | −1,794−15.8% | 減碼 |