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 |
|---|---|---|---|---|---|
| True Wealth Design, LLC | 561 | $3.15 萬 | 0.01% | +480+592.6% | 加碼 |
| Harbour Investments, Inc. | 583 | $3.27 萬 | 0.00% | +39+7.2% | 加碼 |
| Parallel Advisors, LLC | 594 | $3.33 萬 | 0.00% | −20−3.3% | 減碼 |
| Orion Capital Management LLC | 630 | $3.53 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 778 | $4.36 萬 | 0.01% | +119+18.1% | 加碼 |
| Optiver Holding B.V. | 789 | $4.43 萬 | 0.00% | +109+16.0% | 加碼 |
| Geneos Wealth Management Inc. | 830 | $4.66 萬 | 0.00% | −52−5.9% | 減碼 |
| MAI Capital Management | 938 | $5.26 萬 | 0.00% | +366+64.0% | 加碼 |
| Glenmede Investment Management, LP | 980 | $5.50 萬 | 0.00% | +980 | 新進 |
| Smartleaf Asset Management LLC | 1,072 | $6.00 萬 | 0.01% | −807−42.9% | 減碼 |
| LRI Investments, LLC | 1,209 | $6.78 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,286 | $7.21 萬 | 0.03% | −14−1.1% | 減碼 |
| Global Retirement Partners, LLC | 1,289 | $7.23 萬 | 0.00% | +1,289 | 新進 |
| Cullen/Frost Bankers, Inc. | 1,300 | $7.29 萬 | 0.00% | +1,300 | 新進 |
| BankPlus Trust Department | 1,335 | $7.49 萬 | 0.02% | +1,335 | 新進 |
| McIlrath & Eck, LLC | 1,343 | $7.53 萬 | 0.01% | −43−3.1% | 減碼 |
| Zions Bancorporation, National Association | 1,649 | $9.25 萬 | 0.00% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,784 | $10.0 萬 | 0.00% | −1,120−38.6% | 減碼 |
| Massmutual Trust Co FSB | 1,871 | $10.5 萬 | 0.00% | −7−0.4% | 減碼 |
| Ronald Blue Trust, Inc. | 2,085 | $11.7 萬 | 0.00% | −29−1.4% | 減碼 |
| Bryn Mawr Trust Co | 2,359 | $13.2 萬 | 0.00% | −7,178−75.3% | 減碼 |
| Sit Investment Associates Inc | 2,450 | $13.7 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,503 | $14.0 萬 | 0.02% | +10.0% | 加碼 |
| Hantz Financial Services, Inc. | 2,515 | $14.1 萬 | 0.00% | +2,294+1,038.0% | 加碼 |
| Cornerstone Planning Group LLC | 2,786 | $14.2 萬 | 0.03% | −1,042−27.2% | 減碼 |
| Farther Finance Advisors, LLC | 2,532 | $14.2 萬 | 0.00% | +1,372+118.3% | 加碼 |
| Van Eck Associates Corp | 2,596 | $14.6 萬 | 0.00% | −302−10.4% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,816 | $15.8 萬 | 0.00% | −91−3.1% | 減碼 |
| Groupe la Francaise | 2,949 | $16.5 萬 | 0.00% | +223+8.2% | 加碼 |
| FIL Ltd | 2,970 | $16.7 萬 | 0.00% | +2,970 | 新進 |
| Principal Securities, Inc. | 2,992 | $16.8 萬 | 0.00% | +1,187+65.8% | 加碼 |
| Ostrum Asset Management | 3,516 | $19.7 萬 | 0.01% | −101−2.8% | 減碼 |
| United Capital Financial Advisers, LLC | 3,608 | $20.2 萬 | 0.00% | −251−6.5% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,639 | $20.4 萬 | 0.00% | +654+21.9% | 加碼 |
| USA Financial Portformulas Corp | 3,697 | $20.7 萬 | 0.04% | −1,444−28.1% | 減碼 |
| Sequoia Financial Advisors, LLC | 3,898 | $21.9 萬 | 0.00% | +3,898 | 新進 |
| IFP Advisors, Inc | 1,530 | $22.4 萬 | 0.01% | +558+57.4% | 加碼 |
| Colonial Trust Co | 4,035 | $22.6 萬 | 0.03% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,143 | $23.2 萬 | 0.01% | +79+1.9% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $23.3 萬 | 0.01% | −7,088−63.0% | 減碼 |
| WBI Investments | 4,244 | $23.8 萬 | 0.06% | +4,244 | 新進 |
| Summit Trail Advisors, LLC | 4,249 | $23.8 萬 | 0.00% | +4,249 | 新進 |
| Phillips Wealth Planners LLC | 4,357 | $23.9 萬 | 0.22% | −217−4.7% | 減碼 |
| BSW Wealth Partners | 4,259 | $23.9 萬 | 0.03% | +238+5.9% | 加碼 |
| Siemens Fonds Invest GmbH | 4,309 | $24.2 萬 | 0.01% | +796+22.7% | 加碼 |
| D'Orazio & Associates, Inc. | 4,310 | $24.2 萬 | 0.03% | +9+0.2% | 加碼 |
| Fifth Third Bancorp | 4,315 | $24.2 萬 | 0.00% | −830−16.1% | 減碼 |
| Petrus Trust Company, LTA | 4,404 | $24.7 萬 | 0.03% | −5,185−54.1% | 減碼 |
| Wealthfront Advisers LLC | 4,405 | $24.7 萬 | 0.00% | −104−2.3% | 減碼 |
| Wedmont Private Capital | 4,655 | $24.8 萬 | 0.01% | +116+2.6% | 加碼 |
| V-Square Quantitative Management LLC | 4,455 | $25.0 萬 | 0.03% | −127−2.8% | 減碼 |
| Grantham, Mayo, Van Otterloo & Co. LLC | 4,505 | $25.3 萬 | 0.00% | +4,505 | 新進 |
| Umb Bank N A | 4,510 | $25.3 萬 | 0.00% | +281+6.6% | 加碼 |
| Callan Family Office, LLC | 4,564 | $25.6 萬 | 0.01% | +4,564 | 新進 |
| Signaturefd, LLC | 4,566 | $25.6 萬 | 0.00% | −394−7.9% | 減碼 |
| Longboard Asset Management, LP | 4,608 | $25.9 萬 | 0.64% | 00.0% | 不變 |
| Panagora Asset Management Inc | 4,624 | $25.9 萬 | 0.00% | −1,692−26.8% | 減碼 |
| HB Wealth Management, LLC | 4,788 | $26.9 萬 | 0.00% | +184+4.0% | 加碼 |
| PDS Planning, Inc | 4,829 | $27.1 萬 | 0.02% | +411+9.3% | 加碼 |
| denkapparat Operations GmbH | 4,898 | $27.5 萬 | 0.22% | +4,898 | 新進 |
| Mutual Advisors, LLC | 5,233 | $27.5 萬 | 0.01% | −1,134−17.8% | 減碼 |
| Forum Financial Management, LP | 4,975 | $27.9 萬 | 0.00% | +46+0.9% | 加碼 |
| Advus Financial Partners, LLC | 4,985 | $28.0 萬 | 0.07% | 00.0% | 不變 |
| Vestcor Inc | 5,060 | $28.4 萬 | 0.01% | −123−2.4% | 減碼 |
| Commerce Bank | 5,121 | $28.7 萬 | 0.00% | +681+15.3% | 加碼 |
| Blair William & Co | 5,192 | $29.1 萬 | 0.00% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 5,214 | $29.2 萬 | 0.00% | +2,287+78.1% | 加碼 |
| UniSuper Management Pty Ltd | 5,300 | $29.7 萬 | 0.00% | −800−13.1% | 減碼 |
| Abn Amro Investment Solutions | 5,304 | $29.8 萬 | 0.01% | +579+12.3% | 加碼 |
| Rafferty Asset Management, LLC | 5,309 | $29.8 萬 | 0.00% | −3−0.1% | 減碼 |
| Avidian Wealth Solutions, LLC | 5,335 | $29.9 萬 | 0.01% | −151−2.8% | 減碼 |
| Coldstream Capital Management Inc | 5,541 | $31.1 萬 | 0.01% | +65+1.2% | 加碼 |
| Kathmere Capital Management, LLC | 5,616 | $31.5 萬 | 0.02% | −1,171−17.3% | 減碼 |
| Skopos Labs, Inc. | 5,702 | $32.0 萬 | 0.04% | +2,272+66.2% | 加碼 |
| Park Avenue Securities LLC | 5,723 | $32.1 萬 | 0.00% | +5,723 | 新進 |
| Pitcairn Co | 5,813 | $32.6 萬 | 0.02% | −646−10.0% | 減碼 |
| Commonwealth Equity Services, LLC | 6,019 | $33.8 萬 | 0.00% | +203+3.5% | 加碼 |
| Hyperion Capital Advisors LP | 6,061 | $34.0 萬 | 0.21% | 00.0% | 不變 |
| Ashton Thomas Private Wealth, LLC | 6,152 | $34.5 萬 | 0.01% | +75+1.2% | 加碼 |
| Resources Investment Advisors, LLC. | 6,186 | $34.7 萬 | 0.00% | +1,296+26.5% | 加碼 |
| FORA Capital, LLC | 6,192 | $34.7 萬 | 0.04% | −14,130−69.5% | 減碼 |
| Bessemer Group Inc | 6,233 | $35.0 萬 | 0.00% | +5,383+633.3% | 加碼 |
| RSM US Wealth Management LLC | 6,303 | $35.4 萬 | 0.00% | +123+2.0% | 加碼 |
| Miracle Mile Advisors, LLC | 6,311 | $35.4 萬 | 0.01% | +186+3.0% | 加碼 |
| Captrust Financial Advisors | 6,333 | $35.5 萬 | 0.00% | −571−8.3% | 減碼 |
| Caitlin John, LLC | 6,356 | $35.7 萬 | 0.32% | +6,356 | 新進 |
| Tributary Capital Management, LLC | 6,765 | $38.0 萬 | 0.03% | −100−1.5% | 減碼 |
| Ascent Group, LLC | 6,865 | $38.5 萬 | 0.02% | −9−0.1% | 減碼 |
| We Are One Seven, LLC | 6,902 | $38.7 萬 | 0.01% | −177−2.5% | 減碼 |
| Atria Investments LLC | 7,042 | $39.5 萬 | 0.00% | +1,031+17.2% | 加碼 |
| Catalyst Funds Management Pty Ltd | 7,144 | $40.1 萬 | 0.11% | −10,496−59.5% | 減碼 |
| Andra AP-fonden | 7,200 | $40.4 萬 | 0.01% | +7,200 | 新進 |
| Advisor Group Holdings, Inc. | 7,236 | $40.6 萬 | 0.00% | +1,877+35.0% | 加碼 |
| MML Investors Services, LLC | 7,391 | $41.5 萬 | 0.00% | +2,174+41.7% | 加碼 |
| iA Global Asset Management Inc. | 7,444 | $41.8 萬 | 0.01% | +692+10.2% | 加碼 |
| Investment Management Corp of Ontario | 7,537 | $42.3 萬 | 0.01% | −40,193−84.2% | 減碼 |
| Toroso Investments, LLC | 7,623 | $42.8 萬 | 0.00% | +171+2.3% | 加碼 |
| Applied Finance Capital Management, LLC | 7,740 | $43.4 萬 | 0.03% | +7,740 | 新進 |
| Quadrant Capital Group LLC | 7,755 | $43.5 萬 | 0.02% | −736−8.7% | 減碼 |
| Verdence Capital Advisors LLC | 7,825 | $43.9 萬 | 0.03% | +7,825 | 新進 |