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
- 580
- 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 |
|---|---|---|---|---|---|
| Smith Asset Management Co., LLC | 67,416 | $378.2 萬 | 3.26% | +67,416 | 新進 |
| Wedge Capital Management L L P | 67,379 | $378.0 萬 | 0.07% | −673,145−90.9% | 減碼 |
| Stephens Inc | 66,292 | $371.9 萬 | 0.05% | −845−1.3% | 減碼 |
| New Age Alpha Advisors, LLC | 65,859 | $369.5 萬 | 0.16% | +65,859 | 新進 |
| New Mexico Educational Retirement Board | 65,500 | $367.5 萬 | 0.12% | 00.0% | 不變 |
| Entropy Technologies, LP | 63,856 | $358.2 萬 | 0.28% | +46,285+263.4% | 加碼 |
| DekaBank Deutsche Girozentrale | 64,380 | $356.7 萬 | 0.01% | −1,104−1.7% | 減碼 |
| Healthcare of Ontario Pension Plan Trust Fund | 63,500 | $356.2 萬 | 0.01% | 00.0% | 不變 |
| Meridian Wealth Management, LLC | 63,193 | $354.5 萬 | 0.15% | +63,193 | 新進 |
| Macquarie Group Ltd | 61,943 | $347.5 萬 | 0.00% | −10,788−14.8% | 減碼 |
| Oregon Public Employees Retirement Fund | 61,835 | $346.9 萬 | 0.06% | −1,042−1.7% | 減碼 |
| Dynamic Advisor Solutions LLC | 61,582 | $345.5 萬 | 0.11% | +61,582 | 新進 |
| Lansforsakringar Fondforvaltning AB (publ) | 60,289 | $338.2 萬 | 0.02% | −9,259−13.3% | 減碼 |
| Susquehanna International Group, LLP | 60,044 | $336.8 萬 | 0.01% | −32,103−34.8% | 減碼 |
| B. Metzler seel. Sohn & Co. AG | 59,976 | $336.5 萬 | 0.03% | +12,146+25.4% | 加碼 |
| MEAG MUNICH ERGO, Kapitalanlagegesellschaft mbH | 59,587 | $334.3 萬 | 0.09% | −178,382−75.0% | 減碼 |
| Elo Mutual Pension Insurance Co | 59,386 | $333.2 萬 | 0.07% | +10,610+21.8% | 加碼 |
| Ameritas Investment Partners, Inc. | 59,004 | $331.0 萬 | 0.10% | −1,970−3.2% | 減碼 |
| Searle & Co. | 57,467 | $322.4 萬 | 0.91% | −2,000−3.4% | 減碼 |
| Toronto Dominion Bank | 55,651 | $312.2 萬 | 0.01% | +8,611+18.3% | 加碼 |
| Brevan Howard Capital Management LP | 54,479 | $305.6 萬 | 0.03% | −32,148−37.1% | 減碼 |
| Kingsview Wealth Management, LLC | 53,700 | $301.3 萬 | 0.05% | +53,700 | 新進 |
| First National Advisers, LLC | 52,517 | $294.6 萬 | 0.43% | −476−0.9% | 減碼 |
| First National Bank of Omaha | 52,158 | $292.6 萬 | 0.19% | −1,999−3.7% | 減碼 |
| Utah Retirement Systems | 51,504 | $288.9 萬 | 0.03% | −580−1.1% | 減碼 |
| Mirae Asset Global Investments Co., Ltd. | 51,457 | $288.7 萬 | 0.01% | −41,672−44.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 50,558 | $283.6 萬 | 0.08% | +50,558 | 新進 |
| KBC Group NV | 50,482 | $283.2 萬 | 0.01% | +10,104+25.0% | 加碼 |
| Aquatic Capital Management LLC | 50,389 | $282.7 萬 | 0.06% | +50,389 | 新進 |
| Artemis Investment Management LLP | 49,834 | $279.6 萬 | 0.04% | −727,791−93.6% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 49,165 | $275.8 萬 | 0.02% | +2,022+4.3% | 加碼 |
| British Columbia Investment Management Corp | 48,279 | $270.8 萬 | 0.02% | −11,668−19.5% | 減碼 |
| Alerus Financial NA | 47,246 | $265.1 萬 | 0.19% | +686+1.5% | 加碼 |
| Lighthouse Investment Partners, LLC | 46,435 | $260.5 萬 | 0.11% | −69,918−60.1% | 減碼 |
| Omers Administration Corp | 45,745 | $256.6 萬 | 0.02% | +1,800+4.1% | 加碼 |
| Cetera Investment Advisers | 45,540 | $255.5 萬 | 0.00% | +5,348+13.3% | 加碼 |
| Mackenzie Financial Corp | 44,685 | $250.7 萬 | 0.00% | +5,207+13.2% | 加碼 |
| M&T Bank Corp | 43,928 | $246.5 萬 | 0.01% | −3,653−7.7% | 減碼 |
| Bridgeway Capital Management, LLC | 43,800 | $245.7 萬 | 0.06% | +43,800 | 新進 |
| Stifel Financial Corp | 43,555 | $244.3 萬 | 0.00% | +18,440+73.4% | 加碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 43,397 | $243.5 萬 | 0.02% | +10,000+29.9% | 加碼 |
| Schonfeld Strategic Advisors LLC | 43,113 | $241.9 萬 | 0.02% | +43,113 | 新進 |
| Diversified Trust Co | 42,186 | $236.7 萬 | 0.05% | −90−0.2% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 40,728 | $228.5 萬 | 0.04% | 00.0% | 不變 |
| Verition Fund Management LLC | 39,584 | $222.1 萬 | 0.01% | +1,912+5.1% | 加碼 |
| Legacy Wealth Management, LLC | 39,240 | $220.1 萬 | 0.67% | −1,365−3.4% | 減碼 |
| Icon Advisers Inc | 39,200 | $219.9 萬 | 0.50% | 00.0% | 不變 |
| Prudential Financial Inc | 38,948 | $218.5 萬 | 0.00% | −18,433−32.1% | 減碼 |
| Candriam Luxembourg S.C.A. | 38,597 | $216.5 萬 | 0.01% | −2,631−6.4% | 減碼 |
| EFG Asset Management (North America) Corp. | 38,539 | $216.2 萬 | 0.31% | +19,323+100.6% | 加碼 |
| CI Private Wealth, LLC | 38,520 | $216.1 萬 | 0.00% | −8,912−18.8% | 減碼 |
| Mesirow Financial Investment Management, Inc. | 38,473 | $215.8 萬 | 0.04% | −32,351−45.7% | 減碼 |
| Ellsworth Advisors, LLC | 38,204 | $214.3 萬 | 0.52% | −1,907−4.8% | 減碼 |
| Nissay Asset Management Corp | 38,181 | $214.2 萬 | 0.01% | −225−0.6% | 減碼 |
| Empowered Funds, LLC | 37,835 | $212.3 萬 | 0.02% | −84,493−69.1% | 減碼 |
| Cerity Partners LLC | 37,568 | $210.8 萬 | 0.00% | −1,901−4.8% | 減碼 |
| JustInvest LLC | 37,533 | $210.6 萬 | 0.02% | +3,735+11.1% | 加碼 |
| STRS Ohio | 37,484 | $210.3 萬 | 0.01% | +7,039+23.1% | 加碼 |
| EJF Capital LLC | 37,400 | $209.8 萬 | 1.67% | 00.0% | 不變 |
| TD Asset Management Inc | 36,494 | $204.7 萬 | 0.00% | −152−0.4% | 減碼 |
| Two Sigma Advisers, LP | 35,900 | $201.4 萬 | 0.00% | −252,200−87.5% | 減碼 |
| Nisa Investment Advisors, LLC | 35,293 | $198.0 萬 | 0.01% | −3,628−9.3% | 減碼 |
| D. E. Shaw & Co., Inc. | 34,592 | $194.1 萬 | 0.00% | +34,592 | 新進 |
| OP Asset Management Ltd | 34,589 | $194.0 萬 | 0.03% | −50−0.1% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 34,747 | $193.4 萬 | 0.00% | −94−0.3% | 減碼 |
| State of Alaska, Department of Revenue | 34,160 | $191.6 萬 | 0.02% | −2,155−5.9% | 減碼 |
| Dorsey Wright & Associates | 34,080 | $191.2 萬 | 0.45% | +34,080 | 新進 |
| AXA S.A. | 33,918 | $190.3 萬 | 0.01% | −53,420−61.2% | 減碼 |
| Bridgewater Associates, LP | 33,649 | $188.8 萬 | 0.01% | +769+2.3% | 加碼 |
| Vise Technologies, Inc. | 33,604 | $188.5 萬 | 0.08% | +33,604 | 新進 |
| Daiwa Securities Group Inc. | 32,893 | $184.5 萬 | 0.01% | −7,800−19.2% | 減碼 |
| New York Life Investment Management LLC | 32,844 | $184.3 萬 | 0.02% | −1,679−4.9% | 減碼 |
| Brinker Capital Investments, LLC | 32,704 | $183.5 萬 | 0.02% | +16,612+103.2% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 32,039 | $179.7 萬 | 0.02% | 00.0% | 不變 |
| Bank of Montreal | 32,079 | $179.5 萬 | 0.00% | −5,842−15.4% | 減碼 |
| Integrated Advisors Network LLC | 31,686 | $177.8 萬 | 0.08% | +755+2.4% | 加碼 |
| HighTower Advisors, LLC | 31,432 | $176.3 萬 | 0.00% | +3,239+11.5% | 加碼 |
| Two Sigma Investments, LP | 31,388 | $176.1 萬 | 0.00% | −185,377−85.5% | 減碼 |
| Cresset Asset Management, LLC | 31,348 | $175.9 萬 | 0.01% | +26,497+546.2% | 加碼 |
| Ritholtz Wealth Management | 30,807 | $172.8 萬 | 0.04% | +16+0.1% | 加碼 |
| Weiss Asset Management LP | 30,743 | $172.5 萬 | 0.03% | +30,743 | 新進 |
| Jump Financial, LLC | 30,517 | $171.2 萬 | 0.02% | +30,517 | 新進 |
| Bokf, NA | 29,792 | $167.1 萬 | 0.03% | +29,737+54,067.3% | 加碼 |
| Ontario Teachers Pension Plan Board | 29,641 | $166.3 萬 | 0.03% | +1,571+5.6% | 加碼 |
| London Co of Virginia | 29,121 | $163.4 萬 | 0.01% | +29,121 | 新進 |
| Board of the Pension Protection Fund | 28,300 | $158.8 萬 | 1.72% | +28,300 | 新進 |
| Avantax Advisory Services, Inc. | 28,190 | $158.1 萬 | 0.01% | +5,030+21.7% | 加碼 |
| Hennessy Advisors Inc | 27,000 | $151.5 萬 | 0.05% | +3,000+12.5% | 加碼 |
| Clearstead Advisors, LLC | 26,857 | $150.7 萬 | 0.02% | +430+1.6% | 加碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $150.4 萬 | 0.01% | 00.0% | 不變 |
| Ieq Capital, LLC | 26,775 | $150.2 萬 | 0.01% | −23,339−46.6% | 減碼 |
| Carolina Wealth Advisors, LLC | 26,653 | $149.5 萬 | 0.74% | +6,450+31.9% | 加碼 |
| Advisory Services Network, LLC | 28,920 | $148.5 萬 | 0.02% | +19,004+191.6% | 加碼 |
| Tredje AP-fonden | 26,411 | $148.2 萬 | 0.01% | 00.0% | 不變 |
| Mariner, LLC | 25,001 | $140.3 萬 | 0.00% | +2,934+13.3% | 加碼 |
| Sciencast Management LP | 24,979 | $140.1 萬 | 0.29% | −18,426−42.5% | 減碼 |
| Redwood Investment Management, LLC | 24,346 | $136.6 萬 | 0.14% | −893−3.5% | 減碼 |
| Agf Management Ltd | 23,677 | $132.8 萬 | 0.01% | +9,400+65.8% | 加碼 |
| Intech Investment Management LLC | 23,607 | $132.4 萬 | 0.01% | −7,879−25.0% | 減碼 |
| Integrated Quantitative Investments LLC | 23,288 | $130.6 萬 | 0.38% | +15,748+208.9% | 加碼 |