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 2 季 13F 持有人
Equitable Holdings, Inc. 在 2025/6/30 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
- 581
- 較 2025 年第 1 季 +15 家
- 持有股數
- 2.96 億
- 較 2025 年第 1 季 −207.0 萬 (−0.7%)
- 總市值
- $165.7 億
- 較 2025 年第 1 季 +$10.9 億 (+7.0%)
- 新進機構
- 86
- 另有 221 家加碼
- 清倉機構
- 71
- 另有 213 家減碼
另有 8 家機構在 2025 年第 1 季持有、還沒有申報 2025 年第 2 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 2 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 2025 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 33,830,911 | $19.0 億 | 0.03% | −24,913−0.1% | 減碼 |
| BlackRock, Inc. | 29,742,938 | $16.7 億 | 0.03% | −513,014−1.7% | 減碼 |
| Canada Pension Plan Investment Board | 17,616,671 | $9.88 億 | 0.85% | −1,152,590−6.1% | 減碼 |
| Price T Rowe Associates Inc | 16,761,971 | $9.40 億 | 0.11% | −2,946,571−15.0% | 減碼 |
| Wellington Management Group LLP | 12,829,637 | $7.20 億 | 0.13% | +1,951,121+17.9% | 加碼 |
| Norges Bank | 12,532,256 | $7.03 億 | 0.09% | −231,907−1.8% | 減碼 |
| State Street Corp | 12,330,318 | $6.92 億 | 0.03% | −516,085−4.0% | 減碼 |
| Geode Capital Management, LLC | 7,428,619 | $4.16 億 | 0.03% | +1,551,551+26.4% | 加碼 |
| Capital International Investors | 7,367,536 | $4.13 億 | 0.07% | +3,147,729+74.6% | 加碼 |
| Invesco Ltd. | 6,773,224 | $3.80 億 | 0.06% | −177,612−2.6% | 減碼 |
| Massachusetts Financial Services Co | 5,498,091 | $3.08 億 | 0.10% | +1,254,521+29.6% | 加碼 |
| Acadian Asset Management LLC | 5,203,375 | $2.92 億 | 0.60% | −585,763−10.1% | 減碼 |
| Conifer Management, L.L.C. | 5,000,000 | $2.81 億 | 36.51% | 00.0% | 不變 |
| Thornburg Investment Management Inc | 4,855,273 | $2.72 億 | 3.50% | 00.0% | 不變 |
| Northern Trust Corp | 4,343,185 | $2.44 億 | 0.03% | +133,169+3.2% | 加碼 |
| Pzena Investment Management LLC | 4,241,210 | $2.38 億 | 0.77% | −1,661,147−28.1% | 減碼 |
| Morgan Stanley | 4,203,651 | $2.36 億 | 0.02% | +505,422+13.7% | 加碼 |
| Dimensional Fund Advisors LP | 4,001,156 | $2.24 億 | 0.05% | −42,204−1.0% | 減碼 |
| Nordea Investment Management AB | 3,985,846 | $2.23 億 | 0.21% | +615,314+18.3% | 加碼 |
| Boston Partners | 3,565,147 | $2.00 億 | 0.22% | +1,486,286+71.5% | 加碼 |
| Goldman Sachs Group Inc | 3,418,171 | $1.92 億 | 0.03% | +1,089,182+46.8% | 加碼 |
| UBS Asset Management Americas Inc | 3,050,608 | $1.71 億 | 0.03% | +466,418+18.0% | 加碼 |
| Bank of New York Mellon Corp | 3,012,298 | $1.69 億 | 0.03% | −23,648−0.8% | 減碼 |
| FMR LLC | 2,946,325 | $1.65 億 | 0.01% | −127,195−4.1% | 減碼 |
| First Trust Advisors LP | 2,786,578 | $1.56 億 | 0.13% | −270,273−8.8% | 減碼 |
| Principal Financial Group Inc | 2,311,252 | $1.30 億 | 0.07% | −178,969−7.2% | 減碼 |
| Marshall Wace, LLP | 2,266,927 | $1.27 億 | 0.15% | +454,325+25.1% | 加碼 |
| Federated Hermes, Inc. | 2,238,387 | $1.26 億 | 0.24% | +376,811+20.2% | 加碼 |
| Amundi | 2,219,610 | $1.24 億 | 0.04% | +94,316+4.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 2,166,713 | $1.22 億 | 0.20% | +1,834,889+553.0% | 加碼 |
| Charles Schwab Investment Management Inc | 2,089,437 | $1.17 億 | 0.02% | −17,902−0.8% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,965,757 | $1.10 億 | 0.18% | −143,356−6.8% | 減碼 |
| Nuveen, LLC | 1,863,323 | $1.05 億 | 0.03% | −43,366−2.3% | 減碼 |
| Man Group plc | 1,768,684 | $9,922 萬 | 0.21% | +974,827+122.8% | 加碼 |
| Legal & General Group Plc | 1,564,417 | $8,776 萬 | 0.02% | −11,448−0.7% | 減碼 |
| AQR Capital Management LLC | 1,216,281 | $6,823 萬 | 0.06% | −693,170−36.3% | 減碼 |
| Ci Investments Inc. | 1,175,730 | $6,596 萬 | 0.25% | −14,160−1.2% | 減碼 |
| Los Angeles Capital Management LLC | 1,059,919 | $5,946 萬 | 0.22% | −46,099−4.2% | 減碼 |
| UBS Group AG | 1,047,597 | $5,877 萬 | 0.01% | −28,309−2.6% | 減碼 |
| Ensign Peak Advisors, Inc | 1,006,738 | $5,648 萬 | 0.10% | −290,791−22.4% | 減碼 |
| HSBC Holdings PLC | 1,002,959 | $5,632 萬 | 0.04% | −241,899−19.4% | 減碼 |
| Bank of America Corp | 944,372 | $5,298 萬 | 0.00% | −3,769−0.4% | 減碼 |
| Rhumbline Advisers | 936,016 | $5,251 萬 | 0.04% | −14,979−1.6% | 減碼 |
| Swiss National Bank | 928,800 | $5,211 萬 | 0.03% | +45,100+5.1% | 加碼 |
| Ameriprise Financial Inc | 905,086 | $5,078 萬 | 0.01% | −112,884−11.1% | 減碼 |
| Baird Financial Group, Inc. | 892,667 | $5,008 萬 | 0.09% | +206,047+30.0% | 加碼 |
| AustralianSuper Pty Ltd | 883,545 | $4,957 萬 | 0.25% | +134,716+18.0% | 加碼 |
| Deutsche Bank AG | 815,431 | $4,575 萬 | 0.02% | +58,855+7.8% | 加碼 |
| Woodline Partners LP | 806,464 | $4,524 萬 | 0.24% | +806,464 | 新進 |
| Raymond James Financial Inc | 806,079 | $4,522 萬 | 0.02% | +38,250+5.0% | 加碼 |
| JPMorgan Chase & Co | 753,109 | $4,225 萬 | 0.00% | −276,407−26.8% | 減碼 |
| Storebrand Asset Management AS | 746,534 | $4,188 萬 | 0.12% | +99,669+15.4% | 加碼 |
| Callodine Capital Management, LP | 739,843 | $4,151 萬 | 4.30% | +419,554+131.0% | 加碼 |
| Swedbank AB | 721,838 | $4,050 萬 | 0.05% | +721,838 | 新進 |
| T. Rowe Price Investment Management, Inc. | 719,927 | $4,039 萬 | 0.03% | −161,005−18.3% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 707,318 | $3,968 萬 | 0.02% | +9,511+1.4% | 加碼 |
| Bruni J V & Co | 674,394 | $3,783 萬 | 3.98% | +45,347+7.2% | 加碼 |
| Wells Fargo & Company | 667,651 | $3,746 萬 | 0.01% | −265,275−28.4% | 減碼 |
| TCW Group Inc | 660,032 | $3,703 萬 | 0.29% | +358,901+119.2% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 659,235 | $3,698 萬 | 0.09% | +106,362+19.2% | 加碼 |
| Manufacturers Life Insurance Company, The | 655,742 | $3,679 萬 | 0.03% | +5,357+0.8% | 加碼 |
| Natixis | 654,197 | $3,670 萬 | 0.18% | +379,594+138.2% | 加碼 |
| Franklin Resources Inc | 630,552 | $3,537 萬 | 0.01% | −70,075−10.0% | 減碼 |
| SEI Investments Co | 626,017 | $3,512 萬 | 0.04% | +16,432+2.7% | 加碼 |
| Freestone Grove Partners LP | 608,913 | $3,416 萬 | 0.26% | −633,859−51.0% | 減碼 |
| California Public Employees Retirement System | 594,949 | $3,338 萬 | 0.02% | +33,838+6.0% | 加碼 |
| California State Teachers Retirement System | 584,409 | $3,279 萬 | 0.04% | −25,449−4.2% | 減碼 |
| American Century Companies Inc | 577,537 | $3,240 萬 | 0.02% | +125,828+27.9% | 加碼 |
| Russell Investments Group, Ltd. | 576,159 | $3,226 萬 | 0.04% | −364,464−38.7% | 減碼 |
| Algebris (UK) Ltd | 553,972 | $3,103 萬 | 4.89% | +151,699+37.7% | 加碼 |
| Royal Bank of Canada | 535,180 | $3,002 萬 | 0.01% | +205,726+62.4% | 加碼 |
| Fiera Capital Corp | 532,240 | $2,986 萬 | 0.10% | +532,240 | 新進 |
| Tocqueville Asset Management L.P. | 532,136 | $2,985 萬 | 0.46% | +532,136 | 新進 |
| Voloridge Investment Management, LLC | 509,645 | $2,859 萬 | 0.11% | −585,337−53.5% | 減碼 |
| Gillson Capital LP | 486,260 | $2,728 萬 | 2.08% | +314,023+182.3% | 加碼 |
| DnB Asset Management AS | 464,442 | $2,606 萬 | 0.11% | −7,272−1.5% | 減碼 |
| Voya Investment Management LLC | 446,795 | $2,507 萬 | 0.02% | −24,523−5.2% | 減碼 |
| Lazard Asset Management LLC | 444,635 | $2,494 萬 | 0.03% | +74,567+20.1% | 加碼 |
| BNP Paribas Arbitrage, SA | 442,016 | $2,480 萬 | 0.02% | +263,755+148.0% | 加碼 |
| Great West Life Assurance Co | 430,241 | $2,416 萬 | 0.04% | −43,240−9.1% | 減碼 |
| Neuberger Berman Group LLC | 428,550 | $2,404 萬 | 0.02% | −810.0% | 減碼 |
| Barclays PLC | 425,866 | $2,389 萬 | 0.01% | +107,604+33.8% | 加碼 |
| Citadel Advisors LLC | 411,112 | $2,306 萬 | 0.02% | −370,198−47.4% | 減碼 |
| National Pension Service | 401,717 | $2,254 萬 | 0.02% | +4,110+1.0% | 加碼 |
| State Board of Administration of Florida Retirement System | 395,675 | $2,220 萬 | 0.04% | +3,980+1.0% | 加碼 |
| Allianz Asset Management GmbH | 376,202 | $2,110 萬 | 0.03% | −148,732−28.3% | 減碼 |
| Mitsubishi UFJ Trust & Banking Corp | 362,216 | $2,032 萬 | 0.05% | −99,659−21.6% | 減碼 |
| Four Tree Island Advisory LLC | 361,860 | $2,030 萬 | 14.28% | −59,602−14.1% | 減碼 |
| Victory Capital Management Inc | 360,762 | $2,024 萬 | 0.01% | −59,141−14.1% | 減碼 |
| Citigroup Inc | 348,087 | $1,953 萬 | 0.01% | −15,928−4.4% | 減碼 |
| Millennium Management LLC | 343,470 | $1,927 萬 | 0.02% | −761,484−68.9% | 減碼 |
| New York State Common Retirement Fund | 343,097 | $1,925 萬 | 0.03% | +145,597+73.7% | 加碼 |
| Skandinaviska Enskilda Banken AB (publ) | 327,774 | $1,839 萬 | 0.08% | +183,106+126.6% | 加碼 |
| Envestnet Asset Management Inc | 312,021 | $1,750 萬 | 0.01% | +54,495+21.2% | 加碼 |
| Alliancebernstein L.P. | 312,003 | $1,750 萬 | 0.01% | −2,881−0.9% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 301,124 | $1,689 萬 | 0.12% | +20,750+7.4% | 加碼 |
| Community Trust & Investment Co | 294,439 | $1,652 萬 | 0.96% | −24,574−7.7% | 減碼 |
| Qube Research & Technologies Ltd | 291,126 | $1,633 萬 | 0.02% | +267,389+1,126.5% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 275,681 | $1,547 萬 | 0.01% | +28,863+11.7% | 加碼 |
| Janus Henderson Group PLC | 259,621 | $1,456 萬 | 0.01% | +231,663+828.6% | 加碼 |