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 |
|---|---|---|---|---|---|
| Numerai GP LLC | 7,901 | $44.3 萬 | 0.06% | −587−6.9% | 減碼 |
| Romano Brothers and Company | 7,975 | $44.7 萬 | 0.06% | 00.0% | 不變 |
| Readystate Asset Management LP | 7,994 | $44.8 萬 | 0.02% | +7,994 | 新進 |
| Meeder Advisory Services, Inc. | 8,129 | $45.6 萬 | 0.02% | +2,176+36.6% | 加碼 |
| Seeds Investor LLC | 8,222 | $46.1 萬 | 0.11% | +8+0.1% | 加碼 |
| Cambria Investment Management, L.P. | 8,253 | $46.3 萬 | 0.03% | −229−2.7% | 減碼 |
| Fiduciary Financial Group, LLC | 8,303 | $46.4 萬 | 0.08% | +10+0.1% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 8,478 | $47.6 萬 | 0.02% | −3,987−32.0% | 減碼 |
| Inceptionr LLC | 8,611 | $48.3 萬 | 0.11% | +8,611 | 新進 |
| Rothschild Investment LLC | 8,725 | $48.9 萬 | 0.03% | −2,700−23.6% | 減碼 |
| Picton Mahoney Asset Management | 8,840 | $49.6 萬 | 0.01% | +6,840+342.0% | 加碼 |
| Guggenheim Capital LLC | 9,040 | $50.7 萬 | 0.00% | −494−5.2% | 減碼 |
| US Bancorp | 9,098 | $51.0 萬 | 0.00% | −1,318−12.7% | 減碼 |
| Profund Advisors LLC | 9,167 | $51.4 萬 | 0.02% | −727−7.3% | 減碼 |
| Vontobel Holding Ltd. | 9,326 | $52.3 萬 | 0.00% | −815−8.0% | 減碼 |
| Impact Partnership Wealth, LLC | 9,373 | $52.6 萬 | 0.10% | +9,373 | 新進 |
| Fifth Third Wealth Advisors LLC | 9,601 | $53.9 萬 | 0.02% | +26+0.3% | 加碼 |
| Meiji Yasuda Life Insurance Co | 9,671 | $54.3 萬 | 0.02% | −940−8.9% | 減碼 |
| Everence Capital Management Inc | 9,710 | $54.5 萬 | 0.04% | 00.0% | 不變 |
| Ellevest, Inc. | 9,793 | $54.9 萬 | 0.09% | +397+4.2% | 加碼 |
| Snowden Capital Advisors LLC | 9,990 | $56.0 萬 | 0.02% | +5,619+128.6% | 加碼 |
| Merit Financial Group, LLC | 10,191 | $57.2 萬 | 0.01% | +3,711+57.3% | 加碼 |
| Apollon Wealth Management, LLC | 10,269 | $57.6 萬 | 0.01% | +10,269 | 新進 |
| Oversea-Chinese Banking CORP Ltd | 10,653 | $59.8 萬 | 0.02% | 00.0% | 不變 |
| Mount Lucas Management LP | 10,710 | $60.1 萬 | 0.29% | +10,710 | 新進 |
| Equitable Holdings, Inc. | 10,823 | $60.7 萬 | 0.01% | −104−1.0% | 減碼 |
| Metis Global Partners, LLC | 10,979 | $61.6 萬 | 0.02% | −10,546−49.0% | 減碼 |
| Shelton Capital Management | 10,993 | $61.7 萬 | 0.01% | −259−2.3% | 減碼 |
| Harvest Fund Management Co., Ltd | 11,095 | $62.2 萬 | 0.03% | −7,128−39.1% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $63.4 萬 | 0.04% | +11,293 | 新進 |
| GAMMA Investing LLC | 11,318 | $63.5 萬 | 0.04% | +947+9.1% | 加碼 |
| L2 Asset Management, LLC | 11,385 | $63.9 萬 | 0.10% | +11,385 | 新進 |
| Tower Research Capital LLC (TRC) | 11,547 | $64.8 萬 | 0.02% | −2,504−17.8% | 減碼 |
| Truist Financial Corp | 11,693 | $65.6 萬 | 0.00% | +160+1.4% | 加碼 |
| AXS Investments LLC | 12,000 | $67.3 萬 | 0.28% | 00.0% | 不變 |
| Harvest Investment Services, LLC | 12,204 | $68.5 萬 | 0.15% | +6,182+102.7% | 加碼 |
| Atomi Financial Group, Inc. | 12,307 | $69.0 萬 | 0.03% | +1,716+16.2% | 加碼 |
| NBC Securities, Inc. | 12,485 | $70.0 萬 | 0.06% | +17+0.1% | 加碼 |
| Morse Asset Management, Inc | 12,690 | $71.2 萬 | 0.16% | +490+4.0% | 加碼 |
| CIBC World Markets Corp | 12,777 | $71.7 萬 | 0.00% | −1,481−10.4% | 減碼 |
| CSS LLC | 12,915 | $72.5 萬 | 0.05% | +1,160+9.9% | 加碼 |
| Engineers Gate Manager LP | 12,983 | $72.8 萬 | 0.01% | −12,357−48.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 13,000 | $72.9 萬 | 0.02% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 13,023 | $73.1 萬 | 0.01% | +2,931+29.0% | 加碼 |
| Counterpoint Mutual Funds LLC | 13,115 | $73.6 萬 | 0.07% | +13,115 | 新進 |
| CIBC World Markets Inc. | 13,428 | $75.3 萬 | 0.00% | −803−5.6% | 減碼 |
| Cinctive Capital Management LP | 13,443 | $75.4 萬 | 0.04% | −45,496−77.2% | 減碼 |
| ProShare Advisors LLC | 13,473 | $75.6 萬 | 0.00% | +271+2.1% | 加碼 |
| SG Americas Securities, LLC | 13,739 | $77.1 萬 | 0.00% | −78,938−85.2% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 14,039 | $78.8 萬 | 0.03% | +659+4.9% | 加碼 |
| Qtron Investments LLC | 14,115 | $79.2 萬 | 0.10% | −1,934−12.1% | 減碼 |
| CIBC Asset Management Inc | 14,154 | $79.4 萬 | 0.00% | +86+0.6% | 加碼 |
| Maverick Capital Ltd大師Maverick 資本 | 14,185 | $79.6 萬 | 0.01% | 00.0% | 不變 |
| Atlas Capital Advisors LLC | 14,241 | $79.9 萬 | 0.10% | −3,108−17.9% | 減碼 |
| Creative Planning | 14,281 | $80.1 萬 | 0.00% | +43+0.3% | 加碼 |
| Janney Montgomery Scott LLC | 14,453 | $81.1 萬 | 0.00% | +131+0.9% | 加碼 |
| Vinva Investment Management Ltd | 14,603 | $81.7 萬 | 0.02% | +14,603 | 新進 |
| Maryland State Retirement & Pension System | 14,771 | $82.9 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 14,887 | $83.5 萬 | 0.00% | −3,741−20.1% | 減碼 |
| Pacer Advisors, Inc. | 15,495 | $86.9 萬 | 0.00% | −15,468−50.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,571 | $87.3 萬 | 0.03% | −3,809−19.7% | 減碼 |
| Pathstone Holdings, LLC | 15,877 | $89.1 萬 | 0.00% | +1,844+13.1% | 加碼 |
| Federation des caisses Desjardins du Quebec | 15,885 | $89.2 萬 | 0.00% | −36,751−69.8% | 減碼 |
| Hillsdale Investment Management Inc. | 16,250 | $91.2 萬 | 0.03% | −300−1.8% | 減碼 |
| Anchor Investment Management, LLC | 16,367 | $91.8 萬 | 0.08% | 00.0% | 不變 |
| Greenleaf Trust | 16,955 | $95.1 萬 | 0.01% | −854−4.8% | 減碼 |
| Pinnacle Associates Ltd | 17,315 | $97.1 萬 | 0.01% | +6,065+53.9% | 加碼 |
| Gsa Capital Partners LLP | 17,543 | $98.4 萬 | 0.07% | +5,660+47.6% | 加碼 |
| Lecap Asset Management Ltd | 17,621 | $98.9 萬 | 0.35% | −40,279−69.6% | 減碼 |
| Rodgers Brothers Inc. | 19,000 | $106.6 萬 | 0.13% | +500+2.7% | 加碼 |
| Crossmark Global Holdings, Inc. | 19,631 | $110.1 萬 | 0.02% | +375+1.9% | 加碼 |
| Gamco Investors, Inc. Et Al | 20,197 | $113.3 萬 | 0.01% | +20,197 | 新進 |
| Raiffeisen Bank International AG | 20,982 | $114.2 萬 | 0.02% | +20,982 | 新進 |
| Jefferies Financial Group Inc. | 20,537 | $115.2 萬 | 0.02% | −49,925−70.9% | 減碼 |
| Avanza Fonder AB | 20,637 | $115.8 萬 | 0.03% | 00.0% | 不變 |
| Prelude Capital Management, LLC | 21,230 | $119.1 萬 | 0.12% | −3,406−13.8% | 減碼 |
| The PNC Financial Services Group, Inc. | 21,502 | $120.6 萬 | 0.00% | +1,519+7.6% | 加碼 |
| Assetmark, Inc | 21,932 | $123.0 萬 | 0.00% | +21,332+3,555.3% | 加碼 |
| Capital Insight Partners, LLC | 22,078 | $123.9 萬 | 0.22% | 00.0% | 不變 |
| Convergence Investment Partners, LLC | 22,949 | $128.7 萬 | 0.33% | +1,316+6.1% | 加碼 |
| Securian Asset Management, Inc | 23,143 | $129.8 萬 | 0.04% | −393−1.7% | 減碼 |
| Integrated Quantitative Investments LLC | 23,288 | $130.6 萬 | 0.38% | +15,748+208.9% | 加碼 |
| Intech Investment Management LLC | 23,607 | $132.4 萬 | 0.01% | −7,879−25.0% | 減碼 |
| Agf Management Ltd | 23,677 | $132.8 萬 | 0.01% | +9,400+65.8% | 加碼 |
| Redwood Investment Management, LLC | 24,346 | $136.6 萬 | 0.14% | −893−3.5% | 減碼 |
| Sciencast Management LP | 24,979 | $140.1 萬 | 0.29% | −18,426−42.5% | 減碼 |
| Mariner, LLC | 25,001 | $140.3 萬 | 0.00% | +2,934+13.3% | 加碼 |
| Tredje AP-fonden | 26,411 | $148.2 萬 | 0.01% | 00.0% | 不變 |
| Advisory Services Network, LLC | 28,920 | $148.5 萬 | 0.02% | +19,004+191.6% | 加碼 |
| Carolina Wealth Advisors, LLC | 26,653 | $149.5 萬 | 0.74% | +6,450+31.9% | 加碼 |
| Ieq Capital, LLC | 26,775 | $150.2 萬 | 0.01% | −23,339−46.6% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $150.4 萬 | 0.01% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 26,857 | $150.7 萬 | 0.02% | +430+1.6% | 加碼 |
| Hennessy Advisors Inc | 27,000 | $151.5 萬 | 0.05% | +3,000+12.5% | 加碼 |
| Avantax Advisory Services, Inc. | 28,190 | $158.1 萬 | 0.01% | +5,030+21.7% | 加碼 |
| Board of the Pension Protection Fund | 28,300 | $158.8 萬 | 1.72% | +28,300 | 新進 |
| London Co of Virginia | 29,121 | $163.4 萬 | 0.01% | +29,121 | 新進 |
| Ontario Teachers Pension Plan Board | 29,641 | $166.3 萬 | 0.03% | +1,571+5.6% | 加碼 |
| Bokf, NA | 29,792 | $167.1 萬 | 0.03% | +29,737+54,067.3% | 加碼 |
| Jump Financial, LLC | 30,517 | $171.2 萬 | 0.02% | +30,517 | 新進 |