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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 23,160 | $120.6 萬 | 0.01% | +5,039+27.8% | 加碼 |
| SummitTX Capital, L.P. | 22,957 | $119.6 萬 | 0.05% | +22,957 | 新進 |
| Allstate Corp | 22,745 | $118.5 萬 | 0.03% | +13,615+149.1% | 加碼 |
| Capital Insight Partners, LLC | 22,078 | $115.0 萬 | 0.20% | +1,062+5.1% | 加碼 |
| Mariner, LLC | 22,067 | $114.9 萬 | 0.00% | +2,646+13.6% | 加碼 |
| Avanza Fonder AB | 20,637 | $113.4 萬 | 0.04% | −1,043−4.8% | 減碼 |
| Convergence Investment Partners, LLC | 21,633 | $112.7 萬 | 0.31% | +21,633 | 新進 |
| Metis Global Partners, LLC | 21,525 | $112.1 萬 | 0.03% | +323+1.5% | 加碼 |
| FORA Capital, LLC | 20,322 | $105.9 萬 | 0.11% | +20,322 | 新進 |
| United Services Automobile Association | 20,443 | $105.6 萬 | 0.03% | −232−1.1% | 減碼 |
| Carolina Wealth Advisors, LLC | 20,203 | $105.2 萬 | 0.57% | +15,031+290.6% | 加碼 |
| The PNC Financial Services Group, Inc. | 19,983 | $104.1 萬 | 0.00% | +4,652+30.3% | 加碼 |
| Gulf International Bank (UK) Ltd | 19,380 | $100.9 萬 | 0.03% | −8,664−30.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 19,256 | $100.3 萬 | 0.02% | +80+0.4% | 加碼 |
| EFG Asset Management (North America) Corp. | 19,216 | $100.1 萬 | 0.17% | +19,216 | 新進 |
| Quantbot Technologies LP | 18,689 | $97.4 萬 | 0.03% | −65,390−77.8% | 減碼 |
| CWM, LLC | 18,628 | $97.0 萬 | 0.00% | +9,936+114.3% | 加碼 |
| Rodgers Brothers Inc. | 18,500 | $96.4 萬 | 0.13% | 00.0% | 不變 |
| Harvest Fund Management Co., Ltd | 18,223 | $94.9 萬 | 0.05% | +9,656+112.7% | 加碼 |
| Greenleaf Trust | 17,809 | $92.8 萬 | 0.01% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 17,640 | $91.9 萬 | 0.24% | +12,840+267.5% | 加碼 |
| Entropy Technologies, LP | 17,571 | $91.5 萬 | 0.09% | +17,571 | 新進 |
| Atlas Capital Advisors LLC | 17,349 | $90.4 萬 | 0.11% | +13,120+310.2% | 加碼 |
| Hillsdale Investment Management Inc. | 16,550 | $86.2 萬 | 0.04% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 16,367 | $85.3 萬 | 0.08% | −747−4.4% | 減碼 |
| AMG National Trust Bank | 16,266 | $84.7 萬 | 0.02% | −10,245−38.6% | 減碼 |
| Brinker Capital Investments, LLC | 16,092 | $83.8 萬 | 0.01% | −287−1.8% | 減碼 |
| Orion Portfolio Solutions, LLC | 16,092 | $83.8 萬 | 0.01% | −287−1.8% | 減碼 |
| Qtron Investments LLC | 16,049 | $83.6 萬 | 0.13% | +1,692+11.8% | 加碼 |
| EFG Asset Management (Americas) Corp. | 15,447 | $80.5 萬 | 0.16% | +15,447 | 新進 |
| Maryland State Retirement & Pension System | 14,771 | $76.9 萬 | 0.02% | −2,102−12.5% | 減碼 |
| Janney Montgomery Scott LLC | 14,322 | $74.6 萬 | 0.00% | −3,614−20.1% | 減碼 |
| Agf Management Ltd | 14,277 | $74.4 萬 | 0.00% | +14,277 | 新進 |
| CIBC World Markets Corp | 14,258 | $74.3 萬 | 0.01% | −83−0.6% | 減碼 |
| Creative Planning | 14,238 | $74.2 萬 | 0.00% | +261+1.9% | 加碼 |
| CIBC World Markets Inc. | 14,231 | $74.1 萬 | 0.00% | +6,453+83.0% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 14,185 | $73.9 萬 | 0.01% | +6,476+84.0% | 加碼 |
| CIBC Asset Management Inc | 14,068 | $73.3 萬 | 0.00% | +769+5.8% | 加碼 |
| Tower Research Capital LLC (TRC) | 14,051 | $73.2 萬 | 0.02% | −10,802−43.5% | 減碼 |
| Pathstone Holdings, LLC | 14,033 | $73.1 萬 | 0.00% | +4,285+44.0% | 加碼 |
| FJ Capital Management LLC | 13,648 | $71.1 萬 | 0.07% | +13,648 | 新進 |
| Tokio Marine Asset Management Co Ltd | 13,380 | $69.7 萬 | 0.03% | 00.0% | 不變 |
| ProShare Advisors LLC | 13,202 | $68.8 萬 | 0.00% | −1,470−10.0% | 減碼 |
| Boothbay Fund Management, LLC | 13,166 | $68.6 萬 | 0.02% | +13,166 | 新進 |
| E. Ohman J:or Asset Management AB | 13,000 | $67.7 萬 | 0.02% | −1,700−11.6% | 減碼 |
| XTX Topco Ltd | 12,762 | $66.5 萬 | 0.03% | −496−3.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,465 | $64.9 萬 | 0.03% | −31−0.2% | 減碼 |
| NBC Securities, Inc. | 12,468 | $64.9 萬 | 0.06% | +12,457+113,245.5% | 加碼 |
| Morse Asset Management, Inc | 12,200 | $63.5 萬 | 0.16% | +12,200 | 新進 |
| AXS Investments LLC | 12,000 | $62.5 萬 | 0.17% | 00.0% | 不變 |
| Gsa Capital Partners LLP | 11,883 | $61.9 萬 | 0.06% | −1,370−10.3% | 減碼 |
| Quest Partners LLC | 11,834 | $61.6 萬 | 0.07% | −61−0.5% | 減碼 |
| CSS LLC | 11,755 | $61.2 萬 | 0.04% | −1,720−12.8% | 減碼 |
| Truist Financial Corp | 11,533 | $60.1 萬 | 0.00% | +1,979+20.7% | 加碼 |
| Rothschild Investment LLC | 11,425 | $59.5 萬 | 0.04% | 00.0% | 不變 |
| Shelton Capital Management | 11,252 | $58.6 萬 | 0.01% | −463−4.0% | 減碼 |
| Pinnacle Associates Ltd | 11,250 | $58.6 萬 | 0.01% | −410−3.5% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 11,245 | $58.6 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 10,927 | $56.9 萬 | 0.01% | +66+0.6% | 加碼 |
| Walleye Capital LLC | 10,778 | $56.1 萬 | 0.01% | +10,778 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $55.5 萬 | 0.02% | 00.0% | 不變 |
| GWN Securities Inc. | 10,330 | $55.5 萬 | 0.03% | +10,330 | 新進 |
| Meiji Yasuda Life Insurance Co | 10,611 | $55.3 萬 | 0.01% | +4,510+73.9% | 加碼 |
| Scientech Research LLC | 10,595 | $55.2 萬 | 0.15% | +10,595 | 新進 |
| Atomi Financial Group, Inc. | 10,591 | $55.2 萬 | 0.03% | +4,014+61.0% | 加碼 |
| US Bancorp | 10,416 | $54.3 萬 | 0.00% | +1,821+21.2% | 加碼 |
| GAMMA Investing LLC | 10,371 | $54.0 萬 | 0.04% | +1,961+23.3% | 加碼 |
| Vontobel Holding Ltd. | 10,141 | $52.8 萬 | 0.00% | −443−4.2% | 減碼 |
| Integrated Wealth Concepts LLC | 10,092 | $52.6 萬 | 0.01% | +112+1.1% | 加碼 |
| Advisory Services Network, LLC | 9,916 | $51.7 萬 | 0.01% | −969−8.9% | 減碼 |
| Profund Advisors LLC | 9,894 | $51.5 萬 | 0.02% | −5,391−35.3% | 減碼 |
| Everence Capital Management Inc | 9,710 | $50.6 萬 | 0.03% | 00.0% | 不變 |
| Petrus Trust Company, LTA | 9,589 | $49.9 萬 | 0.05% | −4,318−31.0% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,575 | $49.9 萬 | 0.03% | +31+0.3% | 加碼 |
| Bryn Mawr Trust Co | 9,537 | $49.7 萬 | 0.01% | −1,794−15.8% | 減碼 |
| Guggenheim Capital LLC | 9,534 | $49.7 萬 | 0.00% | −130−1.3% | 減碼 |
| Ellevest, Inc. | 9,396 | $48.9 萬 | 0.03% | −198−2.1% | 減碼 |
| Laurion Capital Management LP | 9,325 | $48.6 萬 | 0.04% | +9,325 | 新進 |
| Caxton Associates LLP | 8,762 | $45.6 萬 | 0.02% | +8,762 | 新進 |
| Rakuten Investment Management, Inc. | 8,646 | $44.7 萬 | 0.00% | +8,646 | 新進 |
| Quadrant Capital Group LLC | 8,491 | $44.2 萬 | 0.02% | +6,898+433.0% | 加碼 |
| Numerai GP LLC | 8,488 | $44.2 萬 | 0.08% | +8,488 | 新進 |
| Cambria Investment Management, L.P. | 8,482 | $44.2 萬 | 0.03% | −163−1.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 8,419 | $43.9 萬 | 0.06% | +8,419 | 新進 |
| Seeds Investor LLC | 8,214 | $42.8 萬 | 0.12% | +302+3.8% | 加碼 |
| Romano Brothers and Company | 7,975 | $41.5 萬 | 0.05% | −200−2.4% | 減碼 |
| Vestmark Advisory Solutions, Inc. | 7,929 | $41.3 萬 | 0.01% | −98−1.2% | 減碼 |
| Integrated Quantitative Investments LLC | 7,540 | $39.3 萬 | 0.19% | +7,540 | 新進 |
| Toroso Investments, LLC | 7,452 | $38.8 萬 | 0.00% | −2,710−26.7% | 減碼 |
| Fiduciary Financial Group, LLC | 8,293 | $38.0 萬 | 0.08% | −849−9.3% | 減碼 |
| We Are One Seven, LLC | 7,079 | $36.9 萬 | 0.01% | −808−10.2% | 減碼 |
| Captrust Financial Advisors | 6,904 | $36.0 萬 | 0.00% | +2,083+43.2% | 加碼 |
| Ascent Group, LLC | 6,874 | $35.8 萬 | 0.02% | +424+6.6% | 加碼 |
| Tributary Capital Management, LLC | 6,865 | $35.8 萬 | 0.03% | −2,775−28.8% | 減碼 |
| Quadrature Capital Ltd | 6,794 | $35.4 萬 | 0.01% | +6,794 | 新進 |
| Kathmere Capital Management, LLC | 6,787 | $35.4 萬 | 0.03% | +55+0.8% | 加碼 |
| LMR Partners LLP | 6,784 | $35.3 萬 | 0.01% | −6,976−50.7% | 減碼 |
| iA Global Asset Management Inc. | 6,752 | $35.2 萬 | 0.01% | −807−10.7% | 減碼 |
| Sherbrooke Park Advisers LLC | 6,531 | $34.0 萬 | 0.16% | +6,531 | 新進 |
| Smith Group Asset Management, LLC | 6,520 | $34.0 萬 | 0.03% | +50+0.8% | 加碼 |