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 |
|---|---|---|---|---|---|
| Colonial Trust Co | 1,035 | $5.26 萬 | 0.01% | −3,000−74.3% | 減碼 |
| LRI Investments, LLC | 1,209 | $6.14 萬 | 0.01% | 00.0% | 不變 |
| Rise Advisors, LLC | 1,289 | $6.54 萬 | 0.02% | +3+0.2% | 加碼 |
| Cullen/Frost Bankers, Inc. | 1,300 | $6.60 萬 | 0.00% | 00.0% | 不變 |
| Zions Bancorporation, National Association | 1,597 | $8.11 萬 | 0.00% | −52−3.2% | 減碼 |
| Ronald Blue Trust, Inc. | 1,676 | $8.51 萬 | 0.00% | −409−19.6% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,793 | $9.11 萬 | 0.00% | +9+0.5% | 加碼 |
| Massmutual Trust Co FSB | 1,871 | $9.50 萬 | 0.00% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 1,914 | $9.72 萬 | 0.00% | +1,782+1,350.0% | 加碼 |
| Northwestern Mutual Wealth Management Co | 2,025 | $10.3 萬 | 0.00% | −1,614−44.4% | 減碼 |
| Sit Investment Associates Inc | 2,450 | $12.4 萬 | 0.00% | 00.0% | 不變 |
| Parkside Financial Bank & Trust | 2,499 | $12.7 萬 | 0.01% | −4−0.2% | 減碼 |
| Farther Finance Advisors, LLC | 2,565 | $13.0 萬 | 0.00% | +33+1.3% | 加碼 |
| Cornerstone Planning Group LLC | 2,784 | $13.5 萬 | 0.02% | −2−0.1% | 減碼 |
| Principal Securities, Inc. | 2,703 | $13.7 萬 | 0.00% | −289−9.7% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,750 | $14.0 萬 | 0.00% | −66−2.3% | 減碼 |
| Van Eck Associates Corp | 2,753 | $14.0 萬 | 0.00% | +157+6.0% | 加碼 |
| Quent Capital, LLC | 2,826 | $14.3 萬 | 0.01% | +2,826 | 新進 |
| IFP Advisors, Inc | 2,841 | $14.4 萬 | 0.00% | +1,311+85.7% | 加碼 |
| FIL Ltd | 2,970 | $15.1 萬 | 0.00% | 00.0% | 不變 |
| Anchor Investment Management, LLC | 3,000 | $15.2 萬 | 0.01% | −13,367−81.7% | 減碼 |
| Smartleaf Asset Management LLC | 3,003 | $15.7 萬 | 0.01% | +1,931+180.1% | 加碼 |
| National Bank of Canada | 3,325 | $16.9 萬 | 0.00% | −73,629−95.7% | 減碼 |
| Ostrum Asset Management | 3,410 | $17.3 萬 | 0.01% | −106−3.0% | 減碼 |
| SG Americas Securities, LLC | 3,489 | $17.7 萬 | 0.00% | −10,250−74.6% | 減碼 |
| Hantz Financial Services, Inc. | 3,714 | $18.9 萬 | 0.00% | +1,199+47.7% | 加碼 |
| Pitcairn Co | 3,952 | $20.1 萬 | 0.02% | −1,861−32.0% | 減碼 |
| Phillips Wealth Planners LLC | 4,077 | $20.8 萬 | 0.17% | −280−6.4% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,157 | $21.1 萬 | 0.01% | 00.0% | 不變 |
| Independent Advisor Alliance | 4,225 | $21.5 萬 | 0.01% | +82+2.0% | 加碼 |
| Sonoma Allocations LLC | 4,559 | $21.5 萬 | 0.08% | +4,559 | 新進 |
| D'Orazio & Associates, Inc. | 4,278 | $21.7 萬 | 0.03% | −32−0.7% | 減碼 |
| Wealthfront Advisers LLC | 4,295 | $21.8 萬 | 0.00% | −110−2.5% | 減碼 |
| Siemens Fonds Invest GmbH | 4,309 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Umb Bank N A | 4,325 | $22.0 萬 | 0.00% | −185−4.1% | 減碼 |
| Blueshift Asset Management, LLC | 4,355 | $22.1 萬 | 0.07% | +4,355 | 新進 |
| Fifth Third Bancorp | 4,426 | $22.5 萬 | 0.00% | +111+2.6% | 加碼 |
| Signaturefd, LLC | 4,551 | $23.1 萬 | 0.00% | −15−0.3% | 減碼 |
| Tudor Investment Corp Et Al | 4,597 | $23.3 萬 | 0.00% | +4,597 | 新進 |
| Longboard Asset Management, LP | 4,608 | $23.4 萬 | 0.38% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 4,687 | $23.8 萬 | 0.00% | +1,079+29.9% | 加碼 |
| Miracle Mile Advisors, LLC | 4,696 | $23.8 萬 | 0.00% | −1,615−25.6% | 減碼 |
| PDS Planning, Inc | 4,703 | $23.9 萬 | 0.02% | −126−2.6% | 減碼 |
| Wedmont Private Capital | 4,708 | $24.0 萬 | 0.01% | +53+1.1% | 加碼 |
| HB Wealth Management, LLC | 4,771 | $24.2 萬 | 0.00% | −17−0.4% | 減碼 |
| SRS Capital Advisors, Inc. | 4,849 | $24.6 萬 | 0.00% | +4,549+1,516.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 4,862 | $24.7 萬 | 0.00% | +964+24.7% | 加碼 |
| Advus Financial Partners, LLC | 4,890 | $24.8 萬 | 0.06% | −95−1.9% | 減碼 |
| denkapparat Operations GmbH | 4,898 | $24.9 萬 | 0.16% | 00.0% | 不變 |
| Forum Financial Management, LP | 5,021 | $25.5 萬 | 0.00% | +46+0.9% | 加碼 |
| Vestcor Inc | 5,060 | $25.7 萬 | 0.01% | 00.0% | 不變 |
| Callan Family Office, LLC | 5,070 | $25.7 萬 | 0.01% | +506+11.1% | 加碼 |
| Rafferty Asset Management, LLC | 5,175 | $26.3 萬 | 0.00% | −134−2.5% | 減碼 |
| Resources Investment Advisors, LLC. | 5,188 | $26.3 萬 | 0.00% | −998−16.1% | 減碼 |
| Kathmere Capital Management, LLC | 5,199 | $26.4 萬 | 0.02% | −417−7.4% | 減碼 |
| Fieldview Capital Management, LLC | 5,265 | $26.7 萬 | 0.04% | +5,265 | 新進 |
| UniSuper Management Pty Ltd | 5,300 | $26.9 萬 | 0.00% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 5,304 | $26.9 萬 | 0.01% | 00.0% | 不變 |
| Commerce Bank | 5,311 | $27.0 萬 | 0.00% | +190+3.7% | 加碼 |
| Net Worth Advisory Group | 5,396 | $27.4 萬 | 0.08% | +5,396 | 新進 |
| Janney Montgomery Scott LLC | 5,518 | $28.0 萬 | 0.00% | −8,935−61.8% | 減碼 |
| Jones Financial Companies LLLP | 5,347 | $28.0 萬 | 0.00% | +133+2.6% | 加碼 |
| Snowden Capital Advisors LLC | 5,701 | $28.9 萬 | 0.01% | −4,289−42.9% | 減碼 |
| Park Avenue Securities LLC | 5,924 | $30.1 萬 | 0.00% | +201+3.5% | 加碼 |
| Blair William & Co | 5,937 | $30.1 萬 | 0.00% | +745+14.3% | 加碼 |
| Mariner, LLC | 5,970 | $30.3 萬 | 0.00% | −19,031−76.1% | 減碼 |
| Skopos Labs, Inc. | 5,488 | $30.7 萬 | 0.04% | −214−3.8% | 減碼 |
| Hyperion Capital Advisors LP | 6,061 | $30.8 萬 | 0.16% | 00.0% | 不變 |
| Counterpoint Mutual Funds LLC | 6,106 | $31.0 萬 | 0.02% | −7,009−53.4% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 6,152 | $31.2 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 6,229 | $31.6 萬 | 0.01% | −673−9.8% | 減碼 |
| Applied Finance Capital Management, LLC | 6,405 | $32.5 萬 | 0.02% | −1,335−17.2% | 減碼 |
| Tributary Capital Management, LLC | 6,485 | $32.9 萬 | 0.03% | −280−4.1% | 減碼 |
| Diametric Capital, LP | 6,485 | $32.9 萬 | 0.12% | +6,485 | 新進 |
| Coldstream Capital Management Inc | 6,760 | $34.3 萬 | 0.00% | +1,219+22.0% | 加碼 |
| Ascent Group, LLC | 6,833 | $34.7 萬 | 0.01% | −32−0.5% | 減碼 |
| RSM US Wealth Management LLC | 6,919 | $35.1 萬 | 0.00% | +616+9.8% | 加碼 |
| Bessemer Group Inc | 6,932 | $35.2 萬 | 0.00% | +699+11.2% | 加碼 |
| Seeds Investor LLC | 7,108 | $36.1 萬 | 0.08% | −1,114−13.5% | 減碼 |
| STRS Ohio | 7,190 | $36.5 萬 | 0.00% | −30,294−80.8% | 減碼 |
| Captrust Financial Advisors | 7,218 | $36.7 萬 | 0.00% | +885+14.0% | 加碼 |
| Quest Partners LLC | 7,309 | $37.1 萬 | 0.02% | +7,309 | 新進 |
| MML Investors Services, LLC | 7,346 | $37.3 萬 | 0.00% | −45−0.6% | 減碼 |
| Advisor Group Holdings, Inc. | 7,312 | $38.2 萬 | 0.00% | +76+1.1% | 加碼 |
| Guggenheim Capital LLC | 7,544 | $38.3 萬 | 0.00% | −1,496−16.5% | 減碼 |
| Verdence Capital Advisors LLC | 7,850 | $38.4 萬 | 0.02% | +25+0.3% | 加碼 |
| Quadrant Capital Group LLC | 7,581 | $38.5 萬 | 0.01% | −174−2.2% | 減碼 |
| Caitlin John, LLC | 7,648 | $38.8 萬 | 0.27% | +1,292+20.3% | 加碼 |
| Toroso Investments, LLC | 7,660 | $38.9 萬 | 0.00% | +37+0.5% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 7,760 | $39.4 萬 | 0.02% | −718−8.5% | 減碼 |
| Romano Brothers and Company | 7,975 | $40.5 萬 | 0.05% | 00.0% | 不變 |
| Ellevest, Inc. | 8,282 | $42.1 萬 | 0.06% | −1,511−15.4% | 減碼 |
| Walleye Capital LLC | 9,042 | $45.9 萬 | 0.00% | +9,042 | 新進 |
| Profund Advisors LLC | 9,092 | $46.2 萬 | 0.02% | −75−0.8% | 減碼 |
| Rothschild Investment LLC | 9,114 | $46.3 萬 | 0.03% | +389+4.5% | 加碼 |
| US Bancorp | 9,124 | $46.3 萬 | 0.00% | +26+0.3% | 加碼 |
| Atria Investments LLC | 9,191 | $46.7 萬 | 0.01% | +2,149+30.5% | 加碼 |
| Vontobel Holding Ltd. | 9,326 | $47.4 萬 | 0.00% | 00.0% | 不變 |
| Catalyst Funds Management Pty Ltd | 9,500 | $48.2 萬 | 0.07% | +2,356+33.0% | 加碼 |
| Meeder Advisory Services, Inc. | 9,594 | $48.7 萬 | 0.02% | +1,465+18.0% | 加碼 |