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 3 季 13F 持有人
Equitable Holdings, Inc. 在 2025/9/30 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
- 563
- 較 2025 年第 2 季 −11 家
- 持有股數
- 2.73 億
- 較 2025 年第 2 季 −954.2 萬 (−3.4%)
- 總市值
- $138.9 億
- 較 2025 年第 2 季 −$19.8 億 (−12.5%)
- 新進機構
- 65
- 另有 181 家加碼
- 清倉機構
- 76
- 另有 230 家減碼
另有 7 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Vanguard Group Inc | 32,128,910 | $16.3 億 | 0.02% | −1,702,001−5.0% | 減碼 |
| BlackRock, Inc. | 28,982,268 | $14.7 億 | 0.03% | −760,670−2.6% | 減碼 |
| Canada Pension Plan Investment Board | 17,508,117 | $8.89 億 | 0.62% | −108,554−0.6% | 減碼 |
| Price T Rowe Associates Inc | 16,125,263 | $8.19 億 | 0.09% | −636,708−3.8% | 減碼 |
| Wellington Management Group LLP | 12,385,563 | $6.29 億 | 0.11% | −444,074−3.5% | 減碼 |
| State Street Corp | 12,270,629 | $6.23 億 | 0.02% | −59,689−0.5% | 減碼 |
| Capital International Investors | 11,012,837 | $5.59 億 | 0.09% | +3,645,301+49.5% | 加碼 |
| Geode Capital Management, LLC | 6,381,374 | $3.28 億 | 0.02% | −1,047,245−14.1% | 減碼 |
| Thornburg Investment Management Inc | 4,867,643 | $2.47 億 | 3.22% | +12,370+0.3% | 加碼 |
| Invesco Ltd. | 4,710,323 | $2.39 億 | 0.04% | −2,062,901−30.5% | 減碼 |
| Massachusetts Financial Services Co | 4,629,268 | $2.35 億 | 0.07% | −868,823−15.8% | 減碼 |
| Pzena Investment Management LLC | 4,297,008 | $2.18 億 | 0.71% | +55,798+1.3% | 加碼 |
| Conifer Management, L.L.C. | 4,200,000 | $2.13 億 | 33.80% | −800,000−16.0% | 減碼 |
| Northern Trust Corp | 4,054,921 | $2.06 億 | 0.03% | −288,264−6.6% | 減碼 |
| Nordea Investment Management AB | 3,982,790 | $2.05 億 | 0.18% | −3,056−0.1% | 減碼 |
| Morgan Stanley | 4,016,013 | $2.04 億 | 0.01% | −187,638−4.5% | 減碼 |
| Boston Partners | 3,637,414 | $1.85 億 | 0.19% | +72,267+2.0% | 加碼 |
| Dimensional Fund Advisors LP | 3,634,554 | $1.85 億 | 0.04% | −366,602−9.2% | 減碼 |
| Bank of New York Mellon Corp | 2,989,780 | $1.52 億 | 0.03% | −22,518−0.7% | 減碼 |
| FMR LLC | 2,864,692 | $1.45 億 | 0.01% | −81,633−2.8% | 減碼 |
| Acadian Asset Management LLC | 2,610,514 | $1.33 億 | 0.23% | −2,592,861−49.8% | 減碼 |
| First Trust Advisors LP | 2,385,501 | $1.21 億 | 0.09% | −401,077−14.4% | 減碼 |
| Goldman Sachs Group Inc | 2,351,765 | $1.19 億 | 0.02% | −1,066,406−31.2% | 減碼 |
| Federated Hermes, Inc. | 2,169,090 | $1.10 億 | 0.19% | −69,297−3.1% | 減碼 |
| Principal Financial Group Inc | 2,131,033 | $1.08 億 | 0.05% | −180,219−7.8% | 減碼 |
| Charles Schwab Investment Management Inc | 2,057,210 | $1.04 億 | 0.02% | −32,227−1.5% | 減碼 |
| Diamond Hill Capital Management Inc | 1,999,742 | $1.02 億 | 0.48% | +1,999,742 | 新進 |
| UBS Asset Management Americas Inc | 1,994,905 | $1.01 億 | 0.02% | −1,055,703−34.6% | 減碼 |
| Nuveen, LLC | 1,978,702 | $1.00 億 | 0.03% | +115,379+6.2% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,909,776 | $9,698 萬 | 0.14% | −256,937−11.9% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,897,904 | $9,353 萬 | 0.15% | −67,853−3.5% | 減碼 |
| Legal & General Group Plc | 1,528,910 | $7,764 萬 | 0.02% | −35,507−2.3% | 減碼 |
| Millennium Management LLC | 1,502,360 | $7,629 萬 | 0.06% | +1,158,890+337.4% | 加碼 |
| JPMorgan Chase & Co | 1,436,704 | $7,296 萬 | 0.00% | +683,595+90.8% | 加碼 |
| London Co of Virginia | 1,235,243 | $6,273 萬 | 0.35% | +1,206,122+4,141.8% | 加碼 |
| AQR Capital Management LLC | 1,177,554 | $5,980 萬 | 0.04% | −38,727−3.2% | 減碼 |
| Marshall Wace, LLP | 1,161,882 | $5,900 萬 | 0.06% | −1,105,045−48.7% | 減碼 |
| Ameriprise Financial Inc | 1,129,330 | $5,735 萬 | 0.01% | +224,244+24.8% | 加碼 |
| Ci Investments Inc. | 1,120,835 | $5,692 萬 | 0.21% | −54,895−4.7% | 減碼 |
| Callodine Capital Management, LP | 1,042,693 | $5,295 萬 | 4.64% | +302,850+40.9% | 加碼 |
| Ensign Peak Advisors, Inc | 1,012,021 | $5,139 萬 | 0.08% | +5,283+0.5% | 加碼 |
| D. E. Shaw & Co., Inc. | 919,924 | $4,671 萬 | 0.04% | +885,332+2,559.4% | 加碼 |
| Los Angeles Capital Management LLC | 916,952 | $4,656 萬 | 0.16% | −142,967−13.5% | 減碼 |
| Rhumbline Advisers | 904,867 | $4,595 萬 | 0.04% | −31,149−3.3% | 減碼 |
| Bank of America Corp | 893,149 | $4,535 萬 | 0.00% | −51,223−5.4% | 減碼 |
| HSBC Holdings PLC | 889,059 | $4,530 萬 | 0.03% | −113,900−11.4% | 減碼 |
| Close Asset Management Ltd | 887,970 | $4,509 萬 | 1.00% | +887,970 | 新進 |
| Amundi | 880,506 | $4,484 萬 | 0.01% | −1,339,104−60.3% | 減碼 |
| Swiss National Bank | 876,000 | $4,448 萬 | 0.03% | −52,800−5.7% | 減碼 |
| TCW Group Inc | 848,249 | $4,307 萬 | 0.36% | +188,217+28.5% | 加碼 |
| HG Vora Capital Management, LLC | 800,000 | $4,062 萬 | 5.50% | +800,000 | 新進 |
| Storebrand Asset Management AS | 748,039 | $3,799 萬 | 0.10% | +1,505+0.2% | 加碼 |
| Swedbank AB | 722,687 | $3,670 萬 | 0.04% | +849+0.1% | 加碼 |
| Deutsche Bank AG | 712,642 | $3,619 萬 | 0.01% | −102,789−12.6% | 減碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 712,408 | $3,618 萬 | 0.02% | +5,090+0.7% | 加碼 |
| Algebris (UK) Ltd | 712,460 | $3,615 萬 | 4.09% | +158,488+28.6% | 加碼 |
| AustralianSuper Pty Ltd | 709,960 | $3,605 萬 | 0.17% | −173,585−19.6% | 減碼 |
| Baird Financial Group, Inc. | 709,084 | $3,601 萬 | 0.06% | −183,583−20.6% | 減碼 |
| American Century Companies Inc | 704,600 | $3,578 萬 | 0.02% | +127,063+22.0% | 加碼 |
| Bruni J V & Co | 674,665 | $3,426 萬 | 3.46% | +2710.0% | 加碼 |
| Wells Fargo & Company | 661,687 | $3,360 萬 | 0.01% | −5,964−0.9% | 減碼 |
| Manufacturers Life Insurance Company, The | 614,183 | $3,119 萬 | 0.03% | −41,559−6.3% | 減碼 |
| California Public Employees Retirement System | 599,428 | $3,044 萬 | 0.02% | +4,479+0.8% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 590,641 | $2,999 萬 | 0.07% | −68,594−10.4% | 減碼 |
| Jane Street Group, LLC | 588,107 | $2,986 萬 | 0.03% | +463,052+370.3% | 加碼 |
| Raymond James Financial Inc | 585,075 | $2,971 萬 | 0.01% | −221,004−27.4% | 減碼 |
| DnB Asset Management AS | 579,347 | $2,942 萬 | 0.11% | +114,905+24.7% | 加碼 |
| SEI Investments Co | 556,374 | $2,825 萬 | 0.03% | −69,643−11.1% | 減碼 |
| California State Teachers Retirement System | 550,804 | $2,797 萬 | 0.03% | −33,605−5.8% | 減碼 |
| Bridgewater Associates, LP | 549,951 | $2,793 萬 | 0.11% | +516,302+1,534.4% | 加碼 |
| Lazard Asset Management LLC | 544,089 | $2,763 萬 | 0.04% | +99,454+22.4% | 加碼 |
| Barclays PLC | 532,833 | $2,706 萬 | 0.01% | +106,967+25.1% | 加碼 |
| Advent International Corp | 529,600 | $2,689 萬 | 0.54% | +529,600 | 新進 |
| Freestone Grove Partners LP | 520,733 | $2,644 萬 | 0.20% | −88,180−14.5% | 減碼 |
| Fiera Capital Corp | 519,672 | $2,639 萬 | 0.09% | −12,568−2.4% | 減碼 |
| UBS Group AG | 511,612 | $2,598 萬 | 0.01% | −535,985−51.2% | 減碼 |
| National Pension Service | 500,428 | $2,541 萬 | 0.02% | +98,711+24.6% | 加碼 |
| T. Rowe Price Investment Management, Inc. | 488,142 | $2,479 萬 | 0.02% | −231,785−32.2% | 減碼 |
| Franklin Resources Inc | 468,848 | $2,381 萬 | 0.01% | −161,704−25.6% | 減碼 |
| BNP Paribas Arbitrage, SA | 437,912 | $2,224 萬 | 0.02% | −4,104−0.9% | 減碼 |
| Balyasny Asset Management LLC | 432,220 | $2,195 萬 | 0.04% | +432,220 | 新進 |
| Mitsubishi UFJ Trust & Banking Corp | 430,860 | $2,188 萬 | 0.05% | +68,644+19.0% | 加碼 |
| Citigroup Inc | 396,920 | $2,016 萬 | 0.01% | +48,833+14.0% | 加碼 |
| Envestnet Asset Management Inc | 386,333 | $1,962 萬 | 0.01% | +74,312+23.8% | 加碼 |
| Great West Life Assurance Co | 370,638 | $1,938 萬 | 0.03% | −59,603−13.9% | 減碼 |
| Tocqueville Asset Management L.P. | 372,748 | $1,893 萬 | 0.28% | −159,388−30.0% | 減碼 |
| HRT Financial LP | 363,949 | $1,848 萬 | 0.07% | +279,701+332.0% | 加碼 |
| Retirement Systems of Alabama | 362,158 | $1,839 萬 | 0.06% | +362,158 | 新進 |
| Four Tree Island Advisory LLC | 358,469 | $1,817 萬 | 11.58% | −3,391−0.9% | 減碼 |
| Victory Capital Management Inc | 346,935 | $1,762 萬 | 0.01% | −13,827−3.8% | 減碼 |
| New York State Common Retirement Fund | 339,097 | $1,722 萬 | 0.02% | −4,000−1.2% | 減碼 |
| State Board of Administration of Florida Retirement System | 323,367 | $1,642 萬 | 0.03% | −72,308−18.3% | 減碼 |
| Brown Advisory Inc | 317,584 | $1,613 萬 | 0.02% | +95,332+42.9% | 加碼 |
| Voya Investment Management LLC | 306,574 | $1,557 萬 | 0.02% | −140,221−31.4% | 減碼 |
| South Dakota Investment Council | 306,327 | $1,556 萬 | 0.30% | +119,444+63.9% | 加碼 |
| Community Trust & Investment Co | 300,158 | $1,524 萬 | 0.82% | +5,719+1.9% | 加碼 |
| Korea Investment CORP | 299,391 | $1,520 萬 | 0.03% | +59,700+24.9% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 297,803 | $1,512 萬 | 0.09% | −3,321−1.1% | 減碼 |
| Alliancebernstein L.P. | 294,354 | $1,495 萬 | 0.00% | −17,649−5.7% | 減碼 |
| Pictet Asset Management Holding SA | 280,640 | $1,425 萬 | 0.01% | +41,922+17.6% | 加碼 |