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 4 季 13F 持有人
Equitable Holdings, Inc. 在 2025/12/31 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
- 552
- 較 2025 年第 3 季 0 家
- 持有股數
- 2.80 億
- 較 2025 年第 3 季 +742.7 萬 (+2.7%)
- 總市值
- $133.6 億
- 較 2025 年第 3 季 −$5.00 億 (−3.6%)
- 新進機構
- 75
- 另有 157 家加碼
- 清倉機構
- 75
- 另有 255 家減碼
另有 11 家機構在 2025 年第 3 季持有、還沒有申報 2025 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Parallel Advisors, LLC | 620 | $2.96 萬 | 0.00% | +32+5.4% | 加碼 |
| CIBC Private Wealth Group, LLC | 682 | $3.25 萬 | 0.00% | −1,232−64.4% | 減碼 |
| Covestor Ltd | 728 | $3.50 萬 | 0.02% | +404+124.7% | 加碼 |
| DV Trading LLC | 800 | $3.81 萬 | 0.00% | +800 | 新進 |
| Pinnacle Wealth Planning Services, Inc. | 925 | $4.41 萬 | 0.00% | +925 | 新進 |
| Johnson Financial Group, Inc. | 948 | $4.52 萬 | 0.00% | +438+85.9% | 加碼 |
| Optiver Holding B.V. | 1,000 | $4.76 萬 | 0.00% | +842+532.9% | 加碼 |
| LRI Investments, LLC | 1,209 | $5.76 萬 | 0.00% | 00.0% | 不變 |
| Carolina Wealth Advisors, LLC | 1,222 | $5.82 萬 | 0.03% | −32,960−96.4% | 減碼 |
| AlphaCentric Advisors LLC | 1,527 | $7.28 萬 | 0.07% | +1,527 | 新進 |
| Zions Bancorporation, National Association | 1,639 | $7.81 萬 | 0.00% | +42+2.6% | 加碼 |
| Massmutual Trust Co FSB | 1,647 | $7.85 萬 | 0.00% | −224−12.0% | 減碼 |
| Ronald Blue Trust, Inc. | 1,647 | $7.85 萬 | 0.00% | −29−1.7% | 減碼 |
| Torren Management, LLC | 1,704 | $8.12 萬 | 0.04% | +1,704 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,862 | $8.87 萬 | 0.00% | −163−8.0% | 減碼 |
| SRS Capital Advisors, Inc. | 1,906 | $9.08 萬 | 0.00% | −2,943−60.7% | 減碼 |
| Cornerstone Planning Group LLC | 2,013 | $9.28 萬 | 0.01% | −771−27.7% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,975 | $9.41 萬 | 0.00% | +182+10.2% | 加碼 |
| Anchor Investment Management, LLC | 2,000 | $9.53 萬 | 0.01% | −1,000−33.3% | 減碼 |
| Fifth Third Bancorp | 2,004 | $9.55 萬 | 0.00% | −2,422−54.7% | 減碼 |
| Quarry LP | 2,091 | $9.96 萬 | 0.02% | +2,091 | 新進 |
| Sterling Capital Management LLC | 2,152 | $10.3 萬 | 0.00% | +1,696+371.9% | 加碼 |
| Sit Investment Associates Inc | 2,450 | $11.7 萬 | 0.00% | 00.0% | 不變 |
| Ostrum Asset Management | 2,560 | $12.2 萬 | 0.01% | −850−24.9% | 減碼 |
| Smartleaf Asset Management LLC | 2,697 | $13.0 萬 | 0.00% | −306−10.2% | 減碼 |
| Quent Capital, LLC | 2,724 | $13.0 萬 | 0.01% | −102−3.6% | 減碼 |
| Parkside Financial Bank & Trust | 2,726 | $13.0 萬 | 0.01% | +227+9.1% | 加碼 |
| Umb Bank N A | 2,817 | $13.4 萬 | 0.00% | −1,508−34.9% | 減碼 |
| Van Eck Associates Corp | 2,823 | $13.5 萬 | 0.00% | +70+2.5% | 加碼 |
| Farther Finance Advisors, LLC | 2,882 | $13.7 萬 | 0.00% | +317+12.4% | 加碼 |
| Cullen/Frost Bankers, Inc. | 2,912 | $13.9 萬 | 0.00% | +1,612+124.0% | 加碼 |
| Kestra Advisory Services, LLC | 2,925 | $13.9 萬 | 0.00% | +2,925 | 新進 |
| Steward Partners Investment Advisory, LLC | 2,999 | $14.3 萬 | 0.00% | +249+9.1% | 加碼 |
| IFP Advisors, Inc | 3,031 | $14.4 萬 | 0.00% | +190+6.7% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 3,908 | $18.6 萬 | 0.00% | −49,959−92.7% | 減碼 |
| AlphaCore Capital LLC | 4,237 | $20.2 萬 | 0.00% | +4,237 | 新進 |
| Schonfeld Strategic Advisors LLC | 4,250 | $20.3 萬 | 0.00% | −118,550−96.5% | 減碼 |
| D'Orazio & Associates, Inc. | 4,271 | $20.4 萬 | 0.03% | −7−0.2% | 減碼 |
| PharVision Advisers, LLC | 4,279 | $20.4 萬 | 0.10% | +4,279 | 新進 |
| BTG Pactual Asset Management US LLC | 4,336 | $20.7 萬 | 0.02% | +4,336 | 新進 |
| Ellevest, Inc. | 4,369 | $20.8 萬 | 0.03% | −3,913−47.2% | 減碼 |
| Elevated Financial Group LLC | 4,383 | $20.9 萬 | 0.07% | +4,383 | 新進 |
| Signaturefd, LLC | 4,418 | $21.1 萬 | 0.00% | −133−2.9% | 減碼 |
| Resources Investment Advisors, LLC. | 4,459 | $21.2 萬 | 0.00% | −729−14.1% | 減碼 |
| Forum Financial Management, LP | 4,622 | $22.0 萬 | 0.00% | −399−7.9% | 減碼 |
| Atlas Capital Advisors LLC | 4,650 | $22.2 萬 | 0.02% | +4,650 | 新進 |
| V-Square Quantitative Management LLC | 4,811 | $22.9 萬 | 0.02% | +4,811 | 新進 |
| Rafferty Asset Management, LLC | 4,815 | $22.9 萬 | 0.00% | −360−7.0% | 減碼 |
| Hantz Financial Services, Inc. | 4,890 | $23.3 萬 | 0.00% | +1,176+31.7% | 加碼 |
| denkapparat Operations GmbH | 4,898 | $23.3 萬 | 0.13% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 5,760 | $23.7 萬 | 0.00% | +5,760 | 新進 |
| National Bank of Canada | 5,028 | $23.9 萬 | 0.00% | +1,703+51.2% | 加碼 |
| Vestcor Inc | 5,060 | $24.1 萬 | 0.01% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 5,070 | $24.2 萬 | 0.01% | −631−11.1% | 減碼 |
| R Squared Ltd | 5,202 | $24.8 萬 | 0.12% | +5,202 | 新進 |
| Kathmere Capital Management, LLC | 5,282 | $25.2 萬 | 0.02% | +83+1.6% | 加碼 |
| UniSuper Management Pty Ltd | 5,300 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Laird Norton Trust Company, LLC | 5,305 | $25.3 萬 | 0.01% | +5,305 | 新進 |
| Net Worth Advisory Group | 5,376 | $25.6 萬 | 0.05% | −20−0.4% | 減碼 |
| Park Avenue Securities LLC | 5,520 | $26.3 萬 | 0.00% | −404−6.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 5,517 | $26.3 萬 | 0.00% | +5,517 | 新進 |
| Headlands Technologies LLC | 5,533 | $26.4 萬 | 0.02% | +5,533 | 新進 |
| HB Wealth Management, LLC | 5,590 | $26.6 萬 | 0.00% | +819+17.2% | 加碼 |
| Jones Financial Companies LLLP | 5,604 | $26.7 萬 | 0.00% | +257+4.8% | 加碼 |
| FIL Ltd | 5,803 | $27.7 萬 | 0.00% | +2,833+95.4% | 加碼 |
| Atria Investments LLC | 5,817 | $27.7 萬 | 0.00% | −3,374−36.7% | 減碼 |
| Advisor Group Holdings, Inc. | 5,841 | $27.8 萬 | 0.00% | −1,471−20.1% | 減碼 |
| Callan Family Office, LLC | 5,844 | $27.8 萬 | 0.01% | +774+15.3% | 加碼 |
| Ashton Thomas Private Wealth, LLC | 5,860 | $27.9 萬 | 0.01% | −292−4.7% | 減碼 |
| CIBC World Markets Inc. | 6,041 | $28.8 萬 | 0.00% | −7,161−54.2% | 減碼 |
| Hyperion Capital Advisors LP | 6,061 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| RSM US Wealth Management LLC | 6,024 | $29.0 萬 | 0.00% | −895−12.9% | 減碼 |
| We Are One Seven, LLC | 6,110 | $29.1 萬 | 0.01% | −119−1.9% | 減碼 |
| Regions Financial Corp | 6,144 | $29.3 萬 | 0.00% | +6,144 | 新進 |
| Tributary Capital Management, LLC | 6,215 | $29.6 萬 | 0.03% | −270−4.2% | 減碼 |
| Counterpoint Mutual Funds LLC | 6,298 | $30.0 萬 | 0.02% | +192+3.1% | 加碼 |
| Seeds Investor LLC | 6,743 | $32.1 萬 | 0.06% | −365−5.1% | 減碼 |
| Ascent Group, LLC | 6,812 | $32.5 萬 | 0.01% | −21−0.3% | 減碼 |
| Twinbeech Capital LP | 6,900 | $32.9 萬 | 0.02% | +6,900 | 新進 |
| Quadrant Capital Group LLC | 7,064 | $33.7 萬 | 0.01% | −517−6.8% | 減碼 |
| Quest Partners LLC | 7,070 | $33.7 萬 | 0.02% | −239−3.3% | 減碼 |
| STRS Ohio | 7,202 | $34.3 萬 | 0.00% | +12+0.2% | 加碼 |
| Coldstream Capital Management Inc | 7,385 | $35.2 萬 | 0.00% | +625+9.2% | 加碼 |
| RMB Capital Management, LLC | 7,389 | $35.2 萬 | 0.01% | +7,389 | 新進 |
| Boothbay Fund Management, LLC | 7,675 | $36.6 萬 | 0.01% | +7,675 | 新進 |
| Integrated Wealth Concepts LLC | 7,734 | $36.9 萬 | 0.00% | −2,847−26.9% | 減碼 |
| Applied Finance Capital Management, LLC | 7,826 | $37.3 萬 | 0.03% | +1,421+22.2% | 加碼 |
| Mediolanum International Funds Ltd | 7,892 | $37.9 萬 | 0.00% | −233,283−96.7% | 減碼 |
| Verdence Capital Advisors LLC | 8,059 | $38.4 萬 | 0.02% | +209+2.7% | 加碼 |
| Romano Brothers and Company | 8,175 | $39.0 萬 | 0.04% | +200+2.5% | 加碼 |
| Apollon Wealth Management, LLC | 8,244 | $39.3 萬 | 0.01% | −2,015−19.6% | 減碼 |
| Skopos Labs, Inc. | 8,148 | $39.4 萬 | 0.02% | +2,660+48.5% | 加碼 |
| AlphaGrep UK Ltd | 8,449 | $40.3 萬 | 0.13% | +8,449 | 新進 |
| Captrust Financial Advisors | 8,574 | $40.9 萬 | 0.00% | +1,356+18.8% | 加碼 |
| United Capital Financial Advisers, LLC | 8,580 | $40.9 萬 | 0.00% | +3,893+83.1% | 加碼 |
| Profund Advisors LLC | 8,617 | $41.1 萬 | 0.01% | −475−5.2% | 減碼 |
| US Bancorp | 8,652 | $41.2 萬 | 0.00% | −472−5.2% | 減碼 |
| Fieldview Capital Management, LLC | 8,668 | $41.3 萬 | 0.07% | +3,403+64.6% | 加碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,670 | $41.3 萬 | 0.00% | +8,670 | 新進 |
| L2 Asset Management, LLC | 8,728 | $41.6 萬 | 0.06% | −32,373−78.8% | 減碼 |