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 |
|---|---|---|---|---|---|
| Fifth Third Wealth Advisors LLC | 9,601 | $48.8 萬 | 0.02% | 00.0% | 不變 |
| Everence Capital Management Inc | 9,710 | $49.3 萬 | 0.03% | 00.0% | 不變 |
| Mount Lucas Management LP | 9,990 | $50.7 萬 | 0.23% | −720−6.7% | 減碼 |
| Allstate Corp | 10,176 | $51.7 萬 | 0.01% | +10,176 | 新進 |
| Apollon Wealth Management, LLC | 10,259 | $52.1 萬 | 0.01% | −10−0.1% | 減碼 |
| Merit Financial Group, LLC | 10,264 | $52.1 萬 | 0.00% | +73+0.7% | 加碼 |
| Cambria Investment Management, L.P. | 10,314 | $52.4 萬 | 0.03% | +2,061+25.0% | 加碼 |
| Fox Run Management, L.L.C. | 10,379 | $52.7 萬 | 0.08% | +10,379 | 新進 |
| Integrated Wealth Concepts LLC | 10,581 | $53.7 萬 | 0.00% | −2,442−18.8% | 減碼 |
| Shelton Capital Management | 10,778 | $54.7 萬 | 0.01% | −215−2.0% | 減碼 |
| Voleon Capital Management LP | 10,784 | $54.8 萬 | 0.01% | +10,784 | 新進 |
| CIBC Bancorp USA Inc. | 10,896 | $55.3 萬 | 0.00% | +10,896 | 新進 |
| Metis Global Partners, LLC | 10,983 | $55.8 萬 | 0.01% | +40.0% | 加碼 |
| GAMMA Investing LLC | 11,156 | $56.7 萬 | 0.03% | −162−1.4% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 11,293 | $57.3 萬 | 0.03% | 00.0% | 不變 |
| Sciencast Management LP | 11,353 | $57.7 萬 | 0.11% | −13,626−54.5% | 減碼 |
| Kestra Investment Management, LLC | 11,358 | $57.7 萬 | 0.02% | +11,358 | 新進 |
| Assenagon Asset Management S.A. | 11,964 | $60.8 萬 | 0.00% | −93,040−88.6% | 減碼 |
| AXS Investments LLC | 12,000 | $60.9 萬 | 0.19% | 00.0% | 不變 |
| AIA Group Ltd | 12,326 | $62.6 萬 | 0.01% | +12,326 | 新進 |
| Atomi Financial Group, Inc. | 12,511 | $63.5 萬 | 0.02% | +204+1.7% | 加碼 |
| NBC Securities, Inc. | 12,560 | $63.8 萬 | 0.05% | +75+0.6% | 加碼 |
| ProShare Advisors LLC | 12,740 | $64.7 萬 | 0.00% | −733−5.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 13,000 | $66.0 萬 | 0.02% | 00.0% | 不變 |
| CIBC World Markets Inc. | 13,202 | $67.0 萬 | 0.00% | −226−1.7% | 減碼 |
| Numerai GP LLC | 13,251 | $67.3 萬 | 0.09% | +5,350+67.7% | 加碼 |
| Harvest Investment Services, LLC | 13,577 | $68.9 萬 | 0.14% | +1,373+11.3% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 14,152 | $71.9 萬 | 0.03% | +113+0.8% | 加碼 |
| CIBC Asset Management Inc | 14,248 | $72.4 萬 | 0.00% | +94+0.7% | 加碼 |
| Investment Management Corp of Ontario | 14,256 | $72.4 萬 | 0.01% | +6,719+89.1% | 加碼 |
| CWM, LLC | 14,366 | $73.0 萬 | 0.00% | −521−3.5% | 減碼 |
| QRG Capital Management, Inc. | 14,745 | $74.9 萬 | 0.01% | −78,696−84.2% | 減碼 |
| Maryland State Retirement & Pension System | 14,771 | $75.0 萬 | 0.02% | 00.0% | 不變 |
| Creative Planning | 15,011 | $76.2 萬 | 0.00% | +730+5.1% | 加碼 |
| Gsa Capital Partners LLP | 15,093 | $76.6 萬 | 0.06% | −2,450−14.0% | 減碼 |
| Gulf International Bank (UK) Ltd | 15,129 | $76.8 萬 | 0.03% | −442−2.8% | 減碼 |
| Two Sigma Securities, LLC | 15,525 | $78.8 萬 | 0.12% | +15,525 | 新進 |
| Pathstone Holdings, LLC | 16,102 | $81.8 萬 | 0.00% | +225+1.4% | 加碼 |
| Summit Trail Advisors, LLC | 16,155 | $82.0 萬 | 0.01% | +11,906+280.2% | 加碼 |
| Bank of Nova Scotia | 16,282 | $82.7 萬 | 0.00% | −128,070−88.7% | 減碼 |
| Greenleaf Trust | 17,605 | $89.4 萬 | 0.01% | +650+3.8% | 加碼 |
| Aster Capital Management (DIFC) Ltd | 18,352 | $93.2 萬 | 0.47% | +18,352 | 新進 |
| Rodgers Brothers Inc. | 19,000 | $96.5 萬 | 0.12% | 00.0% | 不變 |
| ISAM Funds (UK) Ltd | 19,122 | $97.1 萬 | 0.20% | +19,122 | 新進 |
| Tower Research Capital LLC (TRC) | 19,447 | $98.8 萬 | 0.03% | +7,900+68.4% | 加碼 |
| Graham Capital Management, L.P. | 19,521 | $99.1 萬 | 0.04% | −131,494−87.1% | 減碼 |
| Hillsdale Investment Management Inc. | 19,750 | $100.3 萬 | 0.03% | +3,500+21.5% | 加碼 |
| Gamco Investors, Inc. Et Al | 20,128 | $102.2 萬 | 0.01% | −69−0.3% | 減碼 |
| Avanza Fonder AB | 20,637 | $104.8 萬 | 0.03% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 20,809 | $105.7 萬 | 0.02% | +1,178+6.0% | 加碼 |
| Verition Fund Management LLC | 21,038 | $106.8 萬 | 0.01% | −18,546−46.9% | 減碼 |
| Point72 Asia (Singapore) Pte. Ltd. | 21,610 | $109.7 萬 | 0.17% | +21,610 | 新進 |
| XTX Topco Ltd | 21,616 | $109.8 萬 | 0.06% | −53,883−71.4% | 減碼 |
| Capital Insight Partners, LLC | 21,902 | $111.2 萬 | 0.18% | −176−0.8% | 減碼 |
| Hennessy Advisors Inc | 22,000 | $111.7 萬 | 0.04% | −5,000−18.5% | 減碼 |
| Securian Asset Management, Inc | 22,433 | $113.9 萬 | 0.03% | −710−3.1% | 減碼 |
| Landscape Capital Management, L.L.C. | 22,704 | $115.3 萬 | 0.07% | +22,704 | 新進 |
| Prelude Capital Management, LLC | 22,891 | $116.2 萬 | 0.09% | +1,661+7.8% | 加碼 |
| Assetmark, Inc | 23,281 | $118.2 萬 | 0.00% | +1,349+6.2% | 加碼 |
| Redwood Investment Management, LLC | 23,337 | $118.5 萬 | 0.13% | −1,009−4.1% | 減碼 |
| Board of the Pension Protection Fund | 23,900 | $121.4 萬 | 1.19% | −4,400−15.5% | 減碼 |
| Brevan Howard Capital Management LP | 24,593 | $124.9 萬 | 0.02% | −29,886−54.9% | 減碼 |
| Magnetar Financial LLC | 24,932 | $126.6 萬 | 0.01% | +24,932 | 新進 |
| Daiwa Securities Group Inc. | 25,393 | $128.9 萬 | 0.00% | −7,500−22.8% | 減碼 |
| Clearstead Advisors, LLC | 25,597 | $130.0 萬 | 0.02% | −1,260−4.7% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $136.1 萬 | 0.01% | 00.0% | 不變 |
| Pinnacle Associates Ltd | 27,405 | $139.2 萬 | 0.02% | +10,090+58.3% | 加碼 |
| Agf Management Ltd | 27,479 | $139.5 萬 | 0.01% | +3,802+16.1% | 加碼 |
| Bokf, NA | 28,265 | $143.5 萬 | 0.02% | −1,527−5.1% | 減碼 |
| Federation des caisses Desjardins du Quebec | 28,322 | $143.8 萬 | 0.01% | +12,437+78.3% | 加碼 |
| Axq Capital, LP | 28,791 | $146.2 萬 | 0.56% | +28,791 | 新進 |
| Raiffeisen Bank International AG | 28,836 | $150.8 萬 | 0.02% | +7,854+37.4% | 加碼 |
| Nisa Investment Advisors, LLC | 29,912 | $151.9 萬 | 0.01% | −5,381−15.2% | 減碼 |
| Weiss Asset Management LP | 30,024 | $152.5 萬 | 0.02% | −719−2.3% | 減碼 |
| Ritholtz Wealth Management | 30,039 | $152.5 萬 | 0.03% | −768−2.5% | 減碼 |
| Bank of Montreal | 30,102 | $152.9 萬 | 0.00% | −1,977−6.2% | 減碼 |
| Smith Asset Management Co., LLC | 71,949 | $155.8 萬 | 1.33% | +4,533+6.7% | 加碼 |
| Integrated Advisors Network LLC | 31,231 | $158.6 萬 | 0.07% | −455−1.4% | 減碼 |
| New York Life Investment Management LLC | 31,503 | $160.0 萬 | 0.01% | −1,341−4.1% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $162.0 萬 | 0.01% | −132−0.4% | 減碼 |
| State of Alaska, Department of Revenue | 32,239 | $163.7 萬 | 0.02% | −1,921−5.6% | 減碼 |
| Cerity Partners LLC | 32,466 | $164.9 萬 | 0.00% | −5,102−13.6% | 減碼 |
| HighTower Advisors, LLC | 32,680 | $166.0 萬 | 0.00% | +1,248+4.0% | 加碼 |
| Truist Financial Corp | 32,820 | $166.7 萬 | 0.00% | +21,127+180.7% | 加碼 |
| Cresset Asset Management, LLC | 32,907 | $167.1 萬 | 0.01% | +1,559+5.0% | 加碼 |
| Brinker Capital Investments, LLC | 33,093 | $168.0 萬 | 0.01% | +389+1.2% | 加碼 |
| Atlantic Union Bankshares Corp | 33,168 | $168.4 萬 | 0.03% | +33,168 | 新進 |
| Susquehanna Fundamental Investments, LLC | 33,223 | $168.7 萬 | 0.07% | +33,223 | 新進 |
| Legacy Wealth Management, LLC | 33,335 | $169.3 萬 | 0.51% | −5,905−15.0% | 減碼 |
| Inceptionr LLC | 33,558 | $170.4 萬 | 0.41% | +24,947+289.7% | 加碼 |
| Vise Technologies, Inc. | 33,816 | $171.7 萬 | 0.06% | +212+0.6% | 加碼 |
| Credit Agricole S A | 34,046 | $172.9 萬 | 0.01% | +34,046 | 新進 |
| Carolina Wealth Advisors, LLC | 34,182 | $173.6 萬 | 0.75% | +7,529+28.2% | 加碼 |
| OP Asset Management Ltd | 34,589 | $175.6 萬 | 0.02% | 00.0% | 不變 |
| TD Asset Management Inc | 35,139 | $178.4 萬 | 0.00% | −1,355−3.7% | 減碼 |
| Richard Bernstein Advisors LLC | 35,576 | $180.7 萬 | 0.05% | −51,759−59.3% | 減碼 |
| EFG Asset Management (Americas) Corp. | 35,653 | $181.0 萬 | 0.31% | +35,653 | 新進 |
| Wealth Enhancement Advisory Services, LLC | 35,538 | $181.1 萬 | 0.00% | +791+2.3% | 加碼 |
| Intech Investment Management LLC | 36,594 | $185.8 萬 | 0.02% | +12,987+55.0% | 加碼 |
| JustInvest LLC | 36,682 | $186.3 萬 | 0.02% | −851−2.3% | 減碼 |