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 |
|---|---|---|---|---|---|
| HSBC Holdings PLC | 826,042 | $3,955 萬 | 0.02% | −63,017−7.1% | 減碼 |
| Close Asset Management Ltd | 860,870 | $4,102 萬 | 0.91% | −27,100−3.1% | 減碼 |
| Rhumbline Advisers | 862,110 | $4,108 萬 | 0.03% | −42,757−4.7% | 減碼 |
| SG Americas Securities, LLC | 893,876 | $4,259 萬 | 0.06% | +890,387+25,519.8% | 加碼 |
| London Co of Virginia | 970,930 | $4,626 萬 | 0.27% | −264,313−21.4% | 減碼 |
| Amundi | 987,018 | $4,703 萬 | 0.01% | +106,512+12.1% | 加碼 |
| Ci Investments Inc. | 994,333 | $4,738 萬 | 0.21% | −126,502−11.3% | 減碼 |
| UBS Group AG | 1,008,792 | $4,807 萬 | 0.01% | +497,180+97.2% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 1,023,485 | $4,921 萬 | 0.14% | +1,023,485 | 新進 |
| JPMorgan Chase & Co | 1,037,905 | $4,946 萬 | 0.00% | −398,799−27.8% | 減碼 |
| Citadel Advisors LLC | 1,054,060 | $5,023 萬 | 0.03% | +974,701+1,228.2% | 加碼 |
| AQR Capital Management LLC | 1,099,039 | $5,237 萬 | 0.03% | −78,515−6.7% | 減碼 |
| Millennium Management LLC | 1,140,335 | $5,434 萬 | 0.04% | −362,025−24.1% | 減碼 |
| Acadian Asset Management LLC | 1,182,393 | $5,633 萬 | 0.09% | −1,428,121−54.7% | 減碼 |
| Allspring Global Investments Holdings, LLC | 1,186,627 | $5,692 萬 | 0.09% | −711,277−37.5% | 減碼 |
| Ameriprise Financial Inc | 1,199,766 | $5,717 萬 | 0.01% | +70,436+6.2% | 加碼 |
| Algebris (UK) Ltd | 1,293,939 | $6,169 萬 | 4.89% | +581,479+81.6% | 加碼 |
| TCW Group Inc | 1,309,862 | $6,241 萬 | 0.45% | +461,613+54.4% | 加碼 |
| Robeco Institutional Asset Management B.V. | 1,331,610 | $6,345 萬 | 0.09% | −578,166−30.3% | 減碼 |
| Legal & General Group Plc | 1,429,491 | $6,812 萬 | 0.02% | −99,419−6.5% | 減碼 |
| D. E. Shaw & Co., Inc. | 1,619,702 | $7,718 萬 | 0.06% | +699,778+76.1% | 加碼 |
| Goldman Sachs Group Inc | 1,840,705 | $8,771 萬 | 0.01% | −511,060−21.7% | 減碼 |
| Nuveen, LLC | 1,849,984 | $8,815 萬 | 0.02% | −128,718−6.5% | 減碼 |
| UBS Asset Management Americas Inc | 1,895,889 | $9,034 萬 | 0.02% | −99,016−5.0% | 減碼 |
| Woodline Partners LP | 1,904,440 | $9,075 萬 | 0.35% | +1,904,440 | 新進 |
| Charles Schwab Investment Management Inc | 1,993,319 | $9,498 萬 | 0.01% | −63,891−3.1% | 減碼 |
| Principal Financial Group Inc | 2,059,390 | $9,813 萬 | 0.05% | −71,643−3.4% | 減碼 |
| Federated Hermes, Inc. | 2,127,323 | $1.01 億 | 0.17% | −41,767−1.9% | 減碼 |
| First Trust Advisors LP | 2,128,146 | $1.01 億 | 0.07% | −257,355−10.8% | 減碼 |
| Bank of Montreal | 2,424,823 | $1.17 億 | 0.05% | +2,394,721+7,955.4% | 加碼 |
| FMR LLC | 2,846,087 | $1.36 億 | 0.01% | −18,605−0.6% | 減碼 |
| Bank of New York Mellon Corp | 2,943,674 | $1.40 億 | 0.02% | −46,106−1.5% | 減碼 |
| Morgan Stanley | 3,250,299 | $1.55 億 | 0.01% | −765,714−19.1% | 減碼 |
| Dimensional Fund Advisors LP | 3,427,096 | $1.63 億 | 0.03% | −207,458−5.7% | 減碼 |
| Boston Partners | 3,554,613 | $1.69 億 | 0.18% | −82,801−2.3% | 減碼 |
| Northern Trust Corp | 3,880,069 | $1.85 億 | 0.02% | −174,852−4.3% | 減碼 |
| Nordea Investment Management AB | 3,967,985 | $1.90 億 | 0.16% | −14,805−0.4% | 減碼 |
| Conifer Management, L.L.C. | 4,200,000 | $2.00 億 | 33.16% | 00.0% | 不變 |
| Diamond Hill Capital Management Inc | 4,294,644 | $2.05 億 | 1.05% | +2,294,902+114.8% | 加碼 |
| Pzena Investment Management LLC | 4,325,348 | $2.06 億 | 0.62% | +28,340+0.7% | 加碼 |
| Invesco Ltd. | 4,592,408 | $2.19 億 | 0.02% | −117,915−2.5% | 減碼 |
| Massachusetts Financial Services Co | 4,822,908 | $2.30 億 | 0.07% | +193,640+4.2% | 加碼 |
| Thornburg Investment Management Inc | 4,889,730 | $2.33 億 | 2.94% | +22,087+0.5% | 加碼 |
| Geode Capital Management, LLC | 6,355,758 | $3.07 億 | 0.02% | −25,616−0.4% | 減碼 |
| Wellington Management Group LLP | 8,304,643 | $3.96 億 | 0.07% | −4,080,920−32.9% | 減碼 |
| Norges Bank | 11,563,370 | $5.51 億 | 0.06% | +11,563,370 | 新進 |
| State Street Corp | 12,233,267 | $5.83 億 | 0.02% | −37,362−0.3% | 減碼 |
| Capital International Investors | 13,545,628 | $6.45 億 | 0.10% | +2,532,791+23.0% | 加碼 |
| Price T Rowe Associates Inc | 17,258,124 | $8.22 億 | 0.09% | +1,132,861+7.0% | 加碼 |
| Canada Pension Plan Investment Board | 19,284,053 | $9.19 億 | 0.61% | +1,775,936+10.1% | 加碼 |
| BlackRock, Inc. | 27,315,739 | $13.0 億 | 0.02% | −1,666,529−5.8% | 減碼 |
| Vanguard Group Inc | 30,633,125 | $14.6 億 | 0.02% | −1,495,785−4.7% | 減碼 |
| Marshall Wace, LLP | 0 | $0 | 0.00% | −1,161,882−100.0% | 清倉 |
| Callodine Capital Management, LP | 0 | $0 | 0.00% | −1,042,693−100.0% | 清倉 |
| Balyasny Asset Management LLC | 0 | $0 | 0.00% | −432,220−100.0% | 清倉 |
| Manning & Napier Advisors LLC | 0 | $0 | 0.00% | −170,000−100.0% | 清倉 |
| Commonwealth Equity Services, LLC | 0 | $0 | 0.00% | −131,861−100.0% | 清倉 |
| Oppenheimer Asset Management Inc. | 0 | $0 | 0.00% | −126,451−100.0% | 清倉 |
| Chase Investment Counsel Corp | 0 | $0 | 0.00% | −119,920−100.0% | 清倉 |
| Polar Capital Holdings Plc | 0 | $0 | 0.00% | −107,591−100.0% | 清倉 |
| Hudson Bay Capital Management LP | 0 | $0 | 0.00% | −101,706−100.0% | 清倉 |
| M.D. Sass Investors Services, Inc. | 0 | $0 | 0.00% | −93,773−100.0% | 清倉 |
| Edgestream Partners, L.P. | 0 | $0 | 0.00% | −79,203−100.0% | 清倉 |
| Uniplan Investment Counsel, Inc. | 0 | $0 | 0.00% | −79,001−100.0% | 清倉 |
| Empowered Funds, LLC | 0 | $0 | 0.00% | −76,395−100.0% | 清倉 |
| New Age Alpha Advisors, LLC | 0 | $0 | 0.00% | −63,900−100.0% | 清倉 |
| Elo Mutual Pension Insurance Co | 0 | $0 | 0.00% | −63,603−100.0% | 清倉 |
| Stephens Inc | 0 | $0 | 0.00% | −59,701−100.0% | 清倉 |
| Entropy Technologies, LP | 0 | $0 | 0.00% | −53,111−100.0% | 清倉 |
| Ossiam | 0 | $0 | 0.00% | −52,873−100.0% | 清倉 |
| Artemis Investment Management LLP | 0 | $0 | 0.00% | −39,538−100.0% | 清倉 |
| Susquehanna Fundamental Investments, LLC | 0 | $0 | 0.00% | −33,223−100.0% | 清倉 |
| Atlantic Union Bankshares Corp | 0 | $0 | 0.00% | −33,168−100.0% | 清倉 |
| Weiss Asset Management LP | 0 | $0 | 0.00% | −30,024−100.0% | 清倉 |
| Magnetar Financial LLC | 0 | $0 | 0.00% | −24,932−100.0% | 清倉 |
| Landscape Capital Management, L.L.C. | 0 | $0 | 0.00% | −22,704−100.0% | 清倉 |
| Hillsdale Investment Management Inc. | 0 | $0 | 0.00% | −19,750−100.0% | 清倉 |
| ISAM Funds (UK) Ltd | 0 | $0 | 0.00% | −19,122−100.0% | 清倉 |
| Aster Capital Management (DIFC) Ltd | 0 | $0 | 0.00% | −18,352−100.0% | 清倉 |
| Two Sigma Securities, LLC | 0 | $0 | 0.00% | −15,525−100.0% | 清倉 |
| Gsa Capital Partners LLP | 0 | $0 | 0.00% | −15,093−100.0% | 清倉 |
| Harvest Investment Services, LLC | 0 | $0 | 0.00% | −13,577−100.0% | 清倉 |
| Financiere des Professionnels - Fonds d,investissement inc. | 0 | $0 | 0.00% | −11,293−100.0% | 清倉 |
| Metis Global Partners, LLC | 0 | $0 | 0.00% | −10,983−100.0% | 清倉 |
| Voleon Capital Management LP | 0 | $0 | 0.00% | −10,784−100.0% | 清倉 |
| Cambria Investment Management, L.P. | 0 | $0 | 0.00% | −10,314−100.0% | 清倉 |
| Meeder Advisory Services, Inc. | 0 | $0 | 0.00% | −9,594−100.0% | 清倉 |
| Catalyst Funds Management Pty Ltd | 0 | $0 | 0.00% | −9,500−100.0% | 清倉 |
| Walleye Capital LLC | 0 | $0 | 0.00% | −9,042−100.0% | 清倉 |
| Guggenheim Capital LLC | 0 | $0 | 0.00% | −7,544−100.0% | 清倉 |
| Diametric Capital, LP | 0 | $0 | 0.00% | −6,485−100.0% | 清倉 |
| Blair William & Co | 0 | $0 | 0.00% | −5,937−100.0% | 清倉 |
| Commerce Bank | 0 | $0 | 0.00% | −5,311−100.0% | 清倉 |
| Advus Financial Partners, LLC | 0 | $0 | 0.00% | −4,890−100.0% | 清倉 |
| Wedmont Private Capital | 0 | $0 | 0.00% | −4,708−100.0% | 清倉 |
| PDS Planning, Inc | 0 | $0 | 0.00% | −4,703−100.0% | 清倉 |
| Miracle Mile Advisors, LLC | 0 | $0 | 0.00% | −4,696−100.0% | 清倉 |
| Longboard Asset Management, LP | 0 | $0 | 0.00% | −4,608−100.0% | 清倉 |
| Blueshift Asset Management, LLC | 0 | $0 | 0.00% | −4,355−100.0% | 清倉 |
| Wealthfront Advisers LLC | 0 | $0 | 0.00% | −4,295−100.0% | 清倉 |