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
- 573
- 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 214 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 | 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 |
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 |
|---|---|---|---|---|---|
| Mesirow Financial Investment Management, Inc. | 70,824 | $368.9 萬 | 0.07% | +35,425+100.1% | 加碼 |
| Jefferies Financial Group Inc. | 70,462 | $367.0 萬 | 0.06% | +70,462 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 69,548 | $362.3 萬 | 0.02% | +1,079+1.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 68,904 | $358.9 萬 | 0.06% | −735−1.1% | 減碼 |
| Qsemble Capital Management, LP | 68,064 | $354.5 萬 | 0.38% | −14,596−17.7% | 減碼 |
| Stephens Inc | 67,137 | $349.7 萬 | 0.05% | −1,597−2.3% | 減碼 |
| BTC Capital Management, Inc. | 66,217 | $344.9 萬 | 0.32% | +11,202+20.4% | 加碼 |
| New Mexico Educational Retirement Board | 65,500 | $341.2 萬 | 0.12% | 00.0% | 不變 |
| DekaBank Deutsche Girozentrale | 65,484 | $331.1 萬 | 0.01% | +1,104+1.7% | 加碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $330.8 萬 | 0.01% | +16,332+34.6% | 加碼 |
| Oregon Public Employees Retirement Fund | 62,877 | $327.5 萬 | 0.06% | −900−1.4% | 減碼 |
| ExodusPoint Capital Management, LP | 62,140 | $323.7 萬 | 0.04% | −61,201−49.6% | 減碼 |
| Ameritas Investment Partners, Inc. | 60,974 | $317.6 萬 | 0.11% | −1,786−2.8% | 減碼 |
| British Columbia Investment Management Corp | 59,947 | $312.3 萬 | 0.02% | −761−1.3% | 減碼 |
| Searle & Co. | 59,467 | $309.8 萬 | 0.88% | 00.0% | 不變 |
| Cinctive Capital Management LP | 58,939 | $307.0 萬 | 0.24% | −21,135−26.4% | 減碼 |
| Lecap Asset Management Ltd | 57,900 | $301.6 萬 | 0.70% | +48,771+534.2% | 加碼 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 57,905 | $301.6 萬 | 0.01% | +26,165+82.4% | 加碼 |
| Prudential Financial Inc | 57,381 | $298.9 萬 | 0.00% | −200,834−77.8% | 減碼 |
| Quantinno Capital Management LP | 56,138 | $292.4 萬 | 0.02% | +13,321+31.1% | 加碼 |
| Pinebridge Investments, L.P. | 54,965 | $286.3 萬 | 0.02% | −68,057−55.3% | 減碼 |
| First National Bank of Omaha | 54,157 | $282.1 萬 | 0.19% | −16,560−23.4% | 減碼 |
| First National Advisers, LLC | 52,993 | $276.1 萬 | 0.44% | −12,091−18.6% | 減碼 |
| Federation des caisses Desjardins du Quebec | 52,636 | $274.2 萬 | 0.01% | −1,959−3.6% | 減碼 |
| Utah Retirement Systems | 52,084 | $271.3 萬 | 0.03% | −272−0.5% | 減碼 |
| Ieq Capital, LLC | 50,114 | $261.0 萬 | 0.02% | +20,001+66.4% | 加碼 |
| Oak Thistle LLC | 49,886 | $259.9 萬 | 0.52% | +49,886 | 新進 |
| Elo Mutual Pension Insurance Co | 48,776 | $254.1 萬 | 0.06% | +15,398+46.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 47,830 | $249.1 萬 | 0.03% | −895−1.8% | 減碼 |
| Investment Management Corp of Ontario | 47,730 | $248.6 萬 | 0.05% | 00.0% | 不變 |
| M&T Bank Corp | 47,581 | $247.9 萬 | 0.01% | +5,258+12.4% | 加碼 |
| CI Private Wealth, LLC | 47,432 | $247.1 萬 | 0.00% | −1,114−2.3% | 減碼 |
| Toronto Dominion Bank | 47,040 | $245.0 萬 | 0.01% | −37,108−44.1% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 47,143 | $243.5 萬 | 0.03% | −2,324−4.7% | 減碼 |
| Credit Agricole S A | 46,567 | $242.6 萬 | 0.01% | −1,618−3.4% | 減碼 |
| Alerus Financial NA | 46,560 | $242.5 萬 | 0.19% | +46,560 | 新進 |
| Teacher Retirement System of Texas | 45,842 | $238.8 萬 | 0.01% | +45,842 | 新進 |
| Prudential PLC | 44,537 | $232.0 萬 | 0.01% | −5,575−11.1% | 減碼 |
| Omers Administration Corp | 43,945 | $228.9 萬 | 0.02% | +29,893+212.7% | 加碼 |
| National Bank of Canada | 43,939 | $228.9 萬 | 0.00% | −84,863−65.9% | 減碼 |
| Donoghue Forlines LLC | 43,779 | $228.0 萬 | 0.72% | +43,779 | 新進 |
| Bastion Asset Management Inc. | 43,845 | $226.9 萬 | 1.22% | +902+2.1% | 加碼 |
| Sciencast Management LP | 43,405 | $226.1 萬 | 0.52% | +43,405 | 新進 |
| Quantessence Capital LLC | 42,802 | $223.0 萬 | 0.56% | +37,380+689.4% | 加碼 |
| CAPROCK Group, Inc. | 42,322 | $220.5 萬 | 0.07% | −7,437−14.9% | 減碼 |
| Diversified Trust Co | 42,276 | $220.2 萬 | 0.05% | +14,380+51.5% | 加碼 |
| Candriam Luxembourg S.C.A. | 41,228 | $214.8 萬 | 0.01% | −3,055−6.9% | 減碼 |
| Illinois Municipal Retirement Fund | 41,213 | $214.7 萬 | 0.03% | 00.0% | 不變 |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $212.2 萬 | 0.04% | −104−0.3% | 減碼 |
| Daiwa Securities Group Inc. | 40,693 | $212.0 萬 | 0.01% | −10,282−20.2% | 減碼 |
| Legacy Wealth Management, LLC | 40,605 | $211.5 萬 | 0.69% | 00.0% | 不變 |
| KBC Group NV | 40,378 | $210.3 萬 | 0.01% | +39+0.1% | 加碼 |
| Manning & Napier Advisors LLC | 40,289 | $209.9 萬 | 0.03% | +40,289 | 新進 |
| Cetera Investment Advisers | 40,192 | $209.4 萬 | 0.00% | +40,192 | 新進 |
| Ellsworth Advisors, LLC | 40,111 | $208.9 萬 | 0.55% | +1,004+2.6% | 加碼 |
| Mackenzie Financial Corp | 39,478 | $205.6 萬 | 0.00% | +6,237+18.8% | 加碼 |
| Cerity Partners LLC | 39,469 | $205.6 萬 | 0.00% | +16,587+72.5% | 加碼 |
| Icon Advisers Inc | 39,200 | $204.2 萬 | 0.48% | 00.0% | 不變 |
| Nisa Investment Advisors, LLC | 38,921 | $202.7 萬 | 0.01% | +25,101+181.6% | 加碼 |
| Nissay Asset Management Corp | 38,406 | $200.1 萬 | 0.01% | −211−0.5% | 減碼 |
| Bank of Montreal | 37,921 | $197.5 萬 | 0.00% | −391,845−91.2% | 減碼 |
| Verition Fund Management LLC | 37,672 | $196.2 萬 | 0.01% | +6,351+20.3% | 加碼 |
| Soros Fund Management LLC大師索羅斯基金管理 | 37,500 | $195.3 萬 | 0.03% | +37,500 | 新進 |
| EJF Capital LLC | 37,400 | $194.8 萬 | 1.24% | +6,885+22.6% | 加碼 |
| TD Asset Management Inc | 36,646 | $190.9 萬 | 0.00% | +3,961+12.1% | 加碼 |
| State of Alaska, Department of Revenue | 36,315 | $189.1 萬 | 0.02% | +590+1.7% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 34,841 | $181.5 萬 | 0.00% | +7,240+26.2% | 加碼 |
| OP Asset Management Ltd | 34,639 | $180.4 萬 | 0.03% | +34,639 | 新進 |
| New York Life Investment Management LLC | 34,523 | $179.8 萬 | 0.02% | −692−2.0% | 減碼 |
| JustInvest LLC | 33,798 | $176.1 萬 | 0.03% | +1,890+5.9% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 33,397 | $174.0 萬 | 0.02% | −3,700−10.0% | 減碼 |
| Bridgewater Associates, LP | 32,880 | $171.3 萬 | 0.01% | +7,926+31.8% | 加碼 |
| Summit Global Investments | 32,712 | $170.4 萬 | 0.12% | −106,028−76.4% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $166.9 萬 | 0.02% | −262−0.8% | 減碼 |
| Intech Investment Management LLC | 31,486 | $164.0 萬 | 0.02% | −41,055−56.6% | 減碼 |
| Pacer Advisors, Inc. | 30,963 | $161.3 萬 | 0.00% | −59,522−65.8% | 減碼 |
| Integrated Advisors Network LLC | 30,931 | $161.1 萬 | 0.08% | +909+3.0% | 加碼 |
| Ritholtz Wealth Management | 30,791 | $160.4 萬 | 0.05% | +1,938+6.7% | 加碼 |
| STRS Ohio | 30,445 | $158.6 萬 | 0.01% | −7,456−19.7% | 減碼 |
| Concentric Capital Strategies, LP | 28,407 | $148.0 萬 | 0.15% | −10,795−27.5% | 減碼 |
| Unigestion Holding SA | 28,207 | $146.9 萬 | 0.09% | +11,513+69.0% | 加碼 |
| HighTower Advisors, LLC | 28,193 | $146.9 萬 | 0.00% | +5,987+27.0% | 加碼 |
| Ontario Teachers Pension Plan Board | 28,070 | $146.2 萬 | 0.02% | +12,819+84.1% | 加碼 |
| Janus Henderson Group PLC | 27,958 | $144.4 萬 | 0.00% | +4,430+18.8% | 加碼 |
| Graham Capital Management, L.P. | 27,626 | $143.9 萬 | 0.05% | −136,325−83.1% | 減碼 |
| Westbourne Investments, Inc. | 27,030 | $140.8 萬 | 0.85% | −14,225−34.5% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $139.6 萬 | 0.01% | 00.0% | 不變 |
| Aigen Investment Management, LP | 26,468 | $137.9 萬 | 0.22% | +1,853+7.5% | 加碼 |
| Clearstead Advisors, LLC | 26,427 | $137.7 萬 | 0.02% | −1,874−6.6% | 減碼 |
| Tredje AP-fonden | 26,411 | $137.6 萬 | 0.01% | 00.0% | 不變 |
| Jain Global LLC | 26,367 | $137.3 萬 | 0.03% | +10,828+69.7% | 加碼 |
| Engineers Gate Manager LP | 25,340 | $132.0 萬 | 0.02% | +11,293+80.4% | 加碼 |
| Redwood Investment Management, LLC | 25,239 | $131.5 萬 | 0.14% | −5,025−16.6% | 減碼 |
| Stifel Financial Corp | 25,115 | $130.8 萬 | 0.00% | +5,545+28.3% | 加碼 |
| Prelude Capital Management, LLC | 24,636 | $128.3 萬 | 0.13% | +11,521+87.8% | 加碼 |
| Hennessy Advisors Inc | 24,000 | $125.0 萬 | 0.04% | +4,000+20.0% | 加碼 |
| Qube Research & Technologies Ltd | 23,737 | $123.6 萬 | 0.00% | −761,151−97.0% | 減碼 |
| Highland Capital Management, LLC | 23,722 | $123.6 萬 | 0.07% | +23,722 | 新進 |
| Securian Asset Management, Inc | 23,536 | $122.6 萬 | 0.04% | −151−0.6% | 減碼 |
| Gabelli Funds LLC | 23,500 | $122.4 萬 | 0.01% | 00.0% | 不變 |