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 |
|---|---|---|---|---|---|
| Janney Montgomery Scott LLC | 8,917 | $42.5 萬 | 0.00% | +3,399+61.6% | 加碼 |
| MML Investors Services, LLC | 9,027 | $43.0 萬 | 0.00% | +1,681+22.9% | 加碼 |
| Atomi Financial Group, Inc. | 9,037 | $43.1 萬 | 0.01% | −3,474−27.8% | 減碼 |
| Rothschild Investment LLC | 9,129 | $43.5 萬 | 0.02% | +15+0.2% | 加碼 |
| Prudential PLC | 9,177 | $43.7 萬 | 0.00% | −152,462−94.3% | 減碼 |
| Cynosure Management, LLC | 9,205 | $43.9 萬 | 0.04% | +9,205 | 新進 |
| GAMMA Investing LLC | 9,306 | $44.3 萬 | 0.02% | −1,850−16.6% | 減碼 |
| Vontobel Holding Ltd. | 9,326 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| Shelton Capital Management | 9,457 | $45.1 萬 | 0.01% | −1,321−12.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 9,618 | $45.8 萬 | 0.02% | +17+0.2% | 加碼 |
| Everence Capital Management Inc | 9,710 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Numerai GP LLC | 9,790 | $46.6 萬 | 0.06% | −3,461−26.1% | 減碼 |
| Commerzbank Aktiengesellschaft | 9,874 | $47.0 萬 | 0.01% | +9,874 | 新進 |
| Mount Lucas Management LP | 9,866 | $47.0 萬 | 0.21% | −124−1.2% | 減碼 |
| Teacher Retirement System of Texas | 9,953 | $47.4 萬 | 0.00% | −29,861−75.0% | 減碼 |
| Hennessy Advisors Inc | 10,000 | $47.6 萬 | 0.02% | −12,000−54.5% | 減碼 |
| Baader Bank INC | 10,317 | $49.2 萬 | 0.04% | +10,317 | 新進 |
| Kestra Investment Management, LLC | 10,377 | $49.4 萬 | 0.01% | −981−8.6% | 減碼 |
| CIBC World Markets Corp | 10,394 | $49.5 萬 | 0.00% | +10,394 | 新進 |
| North Dakota State Investment Board | 10,587 | $50.4 萬 | 0.02% | +10,587 | 新進 |
| Merit Financial Group, LLC | 10,621 | $50.6 萬 | 0.00% | +357+3.5% | 加碼 |
| Verition Fund Management LLC | 10,752 | $51.2 萬 | 0.00% | −10,286−48.9% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,789 | $51.4 萬 | 0.12% | −44,605−80.5% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,165 | $53.2 萬 | 0.01% | −8,282−42.6% | 減碼 |
| ProShare Advisors LLC | 11,490 | $54.7 萬 | 0.00% | −1,250−9.8% | 減碼 |
| Jump Financial, LLC | 11,990 | $57.1 萬 | 0.01% | −88,033−88.0% | 減碼 |
| AXS Investments LLC | 12,000 | $57.2 萬 | 0.20% | 00.0% | 不變 |
| Omers Administration Corp | 12,045 | $57.4 萬 | 0.00% | −35,353−74.6% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,147 | $57.9 萬 | 0.01% | −158,139−92.9% | 減碼 |
| Siemens Fonds Invest GmbH | 12,146 | $58.4 萬 | 0.03% | +7,837+181.9% | 加碼 |
| AIA Group Ltd | 12,326 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| NBC Securities, Inc. | 12,349 | $58.8 萬 | 0.04% | −211−1.7% | 減碼 |
| Aquatic Capital Management LLC | 12,539 | $59.7 萬 | 0.02% | +12,539 | 新進 |
| Meiji Yasuda Asset Management Co Ltd. | 12,615 | $60.1 萬 | 0.03% | +4,855+62.6% | 加碼 |
| Sequoia Financial Advisors, LLC | 12,856 | $61.3 萬 | 0.00% | +7,994+164.4% | 加碼 |
| Rakuten Investment Management, Inc. | 12,689 | $61.4 萬 | 0.00% | −51,750−80.3% | 減碼 |
| Quantitative Investment Management, LLC | 12,934 | $61.6 萬 | 0.06% | +12,934 | 新進 |
| E. Ohman J:or Asset Management AB | 13,000 | $61.9 萬 | 0.01% | 00.0% | 不變 |
| Abn Amro Investment Solutions | 13,471 | $64.2 萬 | 0.01% | +8,167+154.0% | 加碼 |
| Assenagon Asset Management S.A. | 13,858 | $66.0 萬 | 0.00% | +1,894+15.8% | 加碼 |
| Winton Group Ltd | 14,000 | $66.7 萬 | 0.02% | +14,000 | 新進 |
| Tokio Marine Asset Management Co Ltd | 14,152 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| Equitable Holdings, Inc. | 14,228 | $67.8 萬 | 0.00% | +14,228 | 新進 |
| Polymer Capital Management (US) LLC | 14,537 | $69.3 萬 | 0.09% | +14,537 | 新進 |
| Creative Planning | 14,643 | $69.8 萬 | 0.00% | −368−2.5% | 減碼 |
| Maryland State Retirement & Pension System | 14,771 | $70.4 萬 | 0.01% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 15,129 | $72.1 萬 | 0.02% | 00.0% | 不變 |
| Mariner, LLC | 15,315 | $72.9 萬 | 0.00% | +9,345+156.5% | 加碼 |
| Fox Run Management, L.L.C. | 16,119 | $76.8 萬 | 0.12% | +5,740+55.3% | 加碼 |
| Bokf, NA | 16,424 | $78.3 萬 | 0.01% | −11,841−41.9% | 減碼 |
| Summit Trail Advisors, LLC | 16,475 | $78.5 萬 | 0.01% | +320+2.0% | 加碼 |
| QRG Capital Management, Inc. | 17,052 | $81.3 萬 | 0.01% | +2,307+15.6% | 加碼 |
| CWM, LLC | 17,310 | $82.5 萬 | 0.00% | +2,944+20.5% | 加碼 |
| Pathstone Holdings, LLC | 17,390 | $82.9 萬 | 0.00% | +1,288+8.0% | 加碼 |
| Greenleaf Trust | 17,559 | $83.7 萬 | 0.01% | −46−0.3% | 減碼 |
| J. Safra Sarasin Holding AG | 18,819 | $89.7 萬 | 0.01% | +18,819 | 新進 |
| Rodgers Brothers Inc. | 19,000 | $90.5 萬 | 0.11% | 00.0% | 不變 |
| Gamco Investors, Inc. Et Al | 19,882 | $94.7 萬 | 0.01% | −246−1.2% | 減碼 |
| Jefferies Financial Group Inc. | 20,000 | $95.3 萬 | 0.01% | +20,000 | 新進 |
| Allstate Corp | 20,148 | $96.0 萬 | 0.01% | +9,972+98.0% | 加碼 |
| Investment Management Corp of Ontario | 20,212 | $96.3 萬 | 0.01% | +5,956+41.8% | 加碼 |
| Assetmark, Inc | 20,472 | $97.5 萬 | 0.00% | −2,809−12.1% | 減碼 |
| CIBC Asset Management Inc | 20,534 | $97.8 萬 | 0.00% | +6,286+44.1% | 加碼 |
| Avanza Fonder AB | 20,637 | $98.3 萬 | 0.02% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 20,795 | $99.1 萬 | 0.01% | −14−0.1% | 減碼 |
| Securian Asset Management, Inc | 20,881 | $99.5 萬 | 0.04% | −1,552−6.9% | 減碼 |
| Brinker Capital Investments, LLC | 21,088 | $100.5 萬 | 0.01% | −12,005−36.3% | 減碼 |
| Capital Insight Partners, LLC | 21,296 | $102.1 萬 | 0.22% | −606−2.8% | 減碼 |
| Nomura Asset Management International Inc. | 21,835 | $104.0 萬 | 0.00% | +21,835 | 新進 |
| Toroso Investments, LLC | 21,883 | $104.3 萬 | 0.00% | +14,223+185.7% | 加碼 |
| XTX Topco Ltd | 22,247 | $106.0 萬 | 0.03% | +631+2.9% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 23,833 | $113.6 萬 | 0.02% | −14,284−37.5% | 減碼 |
| Prelude Capital Management, LLC | 23,871 | $113.7 萬 | 0.08% | +980+4.3% | 加碼 |
| Ritholtz Wealth Management | 24,586 | $117.2 萬 | 0.02% | −5,453−18.2% | 減碼 |
| Credit Agricole S A | 25,177 | $120.0 萬 | 0.00% | −8,869−26.1% | 減碼 |
| Daiwa Securities Group Inc. | 25,393 | $121.0 萬 | 0.00% | 00.0% | 不變 |
| Levin Capital Strategies, L.P. | 25,518 | $121.6 萬 | 0.11% | −38,623−60.2% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,531 | $121.7 萬 | 0.00% | −2,791−9.9% | 減碼 |
| Susquehanna Portfolio Strategies, LLC | 25,795 | $122.9 萬 | 0.02% | −252,979−90.7% | 減碼 |
| Clearstead Advisors, LLC | 25,926 | $123.5 萬 | 0.02% | +329+1.3% | 加碼 |
| Inceptionr LLC | 26,064 | $124.2 萬 | 0.34% | −7,494−22.3% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $127.7 萬 | 0.00% | 00.0% | 不變 |
| Agf Management Ltd | 27,271 | $129.9 萬 | 0.01% | −208−0.8% | 減碼 |
| Truist Financial Corp | 27,455 | $130.8 萬 | 0.00% | −5,365−16.3% | 減碼 |
| Candriam Luxembourg S.C.A. | 27,917 | $133.0 萬 | 0.01% | −10,680−27.7% | 減碼 |
| New York Life Investment Management LLC | 28,417 | $135.4 萬 | 0.01% | −3,086−9.8% | 減碼 |
| State of Alaska, Department of Revenue | 28,584 | $136.2 萬 | 0.01% | −3,655−11.3% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 30,475 | $148.6 萬 | 0.00% | −5,063−14.2% | 減碼 |
| HighTower Advisors, LLC | 31,621 | $150.7 萬 | 0.00% | −1,059−3.2% | 減碼 |
| Integrated Advisors Network LLC | 31,849 | $151.8 萬 | 0.07% | +618+2.0% | 加碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $152.0 萬 | 0.01% | 00.0% | 不變 |
| Richard Bernstein Advisors LLC | 32,152 | $153.2 萬 | 0.05% | −3,424−9.6% | 減碼 |
| Cresset Asset Management, LLC | 32,845 | $156.5 萬 | 0.01% | −62−0.2% | 減碼 |
| Alerus Financial NA | 32,901 | $156.8 萬 | 0.08% | −14,489−30.6% | 減碼 |
| Y-Intercept (Hong Kong) Ltd | 33,019 | $157.3 萬 | 0.04% | +33,019 | 新進 |
| Nisa Investment Advisors, LLC | 33,335 | $158.8 萬 | 0.01% | +3,423+11.4% | 加碼 |
| Janus Henderson Group PLC | 34,380 | $163.8 萬 | 0.00% | −4,515−11.6% | 減碼 |
| Vise Technologies, Inc. | 34,640 | $165.1 萬 | 0.03% | +824+2.4% | 加碼 |
| Axq Capital, LP | 34,662 | $165.2 萬 | 0.37% | +5,871+20.4% | 加碼 |
| Board of the Pension Protection Fund | 34,700 | $165.3 萬 | 1.57% | +10,800+45.2% | 加碼 |