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 +1 家
- 持有股數
- 2.80 億
- 較 2025 年第 3 季 +743.2 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
- 74
- 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 | 562 | $138.9 億 |
| 2025 年第 2 季 | 580 | $165.7 億 |
| 2025 年第 1 季 | 573 | $155.3 億 |
| 2024 年第 4 季 | 532 | $142.3 億 |
| 2024 年第 3 季 | 503 | $125.6 億 |
| 2024 年第 2 季 | 490 | $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 |
|---|---|---|---|---|---|
| Natixis | 54,989 | $262.0 萬 | 0.01% | −11,507−17.3% | 減碼 |
| Macquarie Group Ltd | 54,937 | $261.8 萬 | 0.01% | −7,088−11.4% | 減碼 |
| JPL Wealth Management, LLC | 54,323 | $258.8 萬 | 0.63% | −15,228−21.9% | 減碼 |
| British Columbia Investment Management Corp | 53,070 | $252.9 萬 | 0.01% | +9,391+21.5% | 加碼 |
| Ameritas Investment Partners, Inc. | 52,512 | $250.2 萬 | 0.08% | −3,637−6.5% | 減碼 |
| First National Advisers, LLC | 51,762 | $246.7 萬 | 0.34% | −1,131−2.1% | 減碼 |
| Graham Capital Management, L.P. | 51,698 | $246.3 萬 | 0.08% | +32,177+164.8% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 51,408 | $245.0 萬 | 0.02% | −8,568−14.3% | 減碼 |
| Ethic Inc. | 50,603 | $241.1 萬 | 0.04% | −16,094−24.1% | 減碼 |
| KBC Group NV | 50,324 | $239.8 萬 | 0.01% | −343−0.7% | 減碼 |
| Redwood Investment Management, LLC | 50,269 | $239.5 萬 | 0.27% | +26,932+115.4% | 加碼 |
| Utah Retirement Systems | 49,693 | $236.8 萬 | 0.02% | 00.0% | 不變 |
| First National Bank of Omaha | 48,776 | $232.4 萬 | 0.07% | −893−1.8% | 減碼 |
| LPL Financial LLC | 48,704 | $232.1 萬 | 0.00% | −17,048−25.9% | 減碼 |
| Toronto Dominion Bank | 47,964 | $228.6 萬 | 0.00% | −1,440−2.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 47,257 | $225.3 萬 | 0.01% | −659−1.4% | 減碼 |
| Tredje AP-fonden | 46,888 | $223.4 萬 | 0.02% | 00.0% | 不變 |
| Kempner Capital Management Inc. | 46,026 | $222.3 萬 | 2.10% | −4,479−8.9% | 減碼 |
| CI Private Wealth, LLC | 46,172 | $220.0 萬 | 0.00% | −1,195−2.5% | 減碼 |
| Pacer Advisors, Inc. | 46,021 | $219.3 萬 | 0.01% | +6,123+15.3% | 加碼 |
| TD Asset Management Inc | 45,126 | $215.0 萬 | 0.00% | +9,987+28.4% | 加碼 |
| Bank of Nova Scotia | 45,007 | $214.5 萬 | 0.00% | +28,725+176.4% | 加碼 |
| Caxton Associates LLP | 45,000 | $214.4 萬 | 0.04% | +45,000 | 新進 |
| M&T Bank Corp | 44,059 | $209.9 萬 | 0.01% | +3,003+7.3% | 加碼 |
| Bridgeway Capital Management, LLC | 43,500 | $207.3 萬 | 0.04% | −300−0.7% | 減碼 |
| U.S. Capital Wealth Advisors, LLC | 43,095 | $205.3 萬 | 0.05% | −4,609−9.7% | 減碼 |
| Neuberger Berman Group LLC | 42,732 | $203.6 萬 | 0.00% | −18,411−30.1% | 減碼 |
| Quantbot Technologies LP | 42,391 | $202.0 萬 | 0.07% | −226,246−84.2% | 減碼 |
| Diversified Trust Co | 42,177 | $201.0 萬 | 0.04% | −90.0% | 減碼 |
| CAPROCK Group, Inc. | 41,285 | $196.7 萬 | 0.04% | −306−0.7% | 減碼 |
| Advisory Services Network, LLC | 40,790 | $194.4 萬 | 0.03% | −4,887−10.7% | 減碼 |
| Ruane, Cunniff & Goldfarb L.P. | 40,636 | $193.6 萬 | 0.03% | 00.0% | 不變 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 40,297 | $192.0 萬 | 0.02% | −3,500−8.0% | 減碼 |
| Brevan Howard Capital Management LP | 39,963 | $190.4 萬 | 0.04% | +15,370+62.5% | 加碼 |
| Munich Reinsurance Co Stock Corp in Munich | 39,595 | $190.4 萬 | 0.05% | −87,050−68.7% | 減碼 |
| Dark Forest Capital Management LP | 39,446 | $188.0 萬 | 0.09% | +39,446 | 新進 |
| Legacy Wealth Management, LLC | 39,240 | $187.0 萬 | 0.50% | +5,905+17.7% | 加碼 |
| Oak Thistle LLC | 39,229 | $186.9 萬 | 0.26% | +39,229 | 新進 |
| Icon Advisers Inc | 39,200 | $186.8 萬 | 0.40% | 00.0% | 不變 |
| Illinois Municipal Retirement Fund | 38,914 | $185.4 萬 | 0.02% | −110,364−73.9% | 減碼 |
| Mackenzie Financial Corp | 38,049 | $182.6 萬 | 0.00% | −7,465−16.4% | 減碼 |
| Nissay Asset Management Corp | 37,731 | $179.8 萬 | 0.01% | +24+0.1% | 加碼 |
| The PNC Financial Services Group, Inc. | 37,460 | $178.5 萬 | 0.00% | −3,042−7.5% | 減碼 |
| EJF Capital LLC | 37,400 | $178.2 萬 | 1.01% | 00.0% | 不變 |
| OP Asset Management Ltd | 37,214 | $177.3 萬 | 0.02% | +2,625+7.6% | 加碼 |
| Prudential Financial Inc | 36,539 | $174.1 萬 | 0.00% | −10,566−22.4% | 減碼 |
| JustInvest LLC | 36,212 | $172.6 萬 | 0.02% | −470−1.3% | 減碼 |
| Campbell & CO Investment Adviser LLC | 35,759 | $170.4 萬 | 0.08% | +35,759 | 新進 |
| Pinnacle Associates Ltd | 35,095 | $167.2 萬 | 0.02% | +7,690+28.1% | 加碼 |
| Cetera Investment Advisers | 34,989 | $166.7 萬 | 0.00% | −15,969−31.3% | 減碼 |
| Lecap Asset Management Ltd | 34,905 | $166.3 萬 | 0.66% | −16,172−31.7% | 減碼 |
| Steamboat Capital Partners, LLC | 34,842 | $166.0 萬 | 0.46% | −150,385−81.2% | 減碼 |
| Board of the Pension Protection Fund | 34,700 | $165.3 萬 | 1.57% | +10,800+45.2% | 加碼 |
| Axq Capital, LP | 34,662 | $165.2 萬 | 0.37% | +5,871+20.4% | 加碼 |
| Vise Technologies, Inc. | 34,640 | $165.1 萬 | 0.03% | +824+2.4% | 加碼 |
| Janus Henderson Group PLC | 34,380 | $163.8 萬 | 0.00% | −4,515−11.6% | 減碼 |
| Nisa Investment Advisors, LLC | 33,335 | $158.8 萬 | 0.01% | +3,423+11.4% | 加碼 |
| Y-Intercept (Hong Kong) Ltd | 33,019 | $157.3 萬 | 0.04% | +33,019 | 新進 |
| Alerus Financial NA | 32,901 | $156.8 萬 | 0.08% | −14,489−30.6% | 減碼 |
| Cresset Asset Management, LLC | 32,845 | $156.5 萬 | 0.01% | −62−0.2% | 減碼 |
| Richard Bernstein Advisors LLC | 32,152 | $153.2 萬 | 0.05% | −3,424−9.6% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 31,907 | $152.0 萬 | 0.01% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 31,849 | $151.8 萬 | 0.07% | +618+2.0% | 加碼 |
| HighTower Advisors, LLC | 31,621 | $150.7 萬 | 0.00% | −1,059−3.2% | 減碼 |
| Wealth Enhancement Advisory Services, LLC | 30,475 | $148.6 萬 | 0.00% | −5,063−14.2% | 減碼 |
| State of Alaska, Department of Revenue | 28,584 | $136.2 萬 | 0.01% | −3,655−11.3% | 減碼 |
| New York Life Investment Management LLC | 28,417 | $135.4 萬 | 0.01% | −3,086−9.8% | 減碼 |
| Candriam Luxembourg S.C.A. | 27,917 | $133.0 萬 | 0.01% | −10,680−27.7% | 減碼 |
| Truist Financial Corp | 27,455 | $130.8 萬 | 0.00% | −5,365−16.3% | 減碼 |
| Agf Management Ltd | 27,271 | $129.9 萬 | 0.01% | −208−0.8% | 減碼 |
| Public Employees Retirement Association of Colorado | 26,805 | $127.7 萬 | 0.00% | 00.0% | 不變 |
| Inceptionr LLC | 26,064 | $124.2 萬 | 0.34% | −7,494−22.3% | 減碼 |
| Clearstead Advisors, LLC | 25,926 | $123.5 萬 | 0.02% | +329+1.3% | 加碼 |
| Susquehanna Portfolio Strategies, LLC | 25,795 | $122.9 萬 | 0.02% | −252,979−90.7% | 減碼 |
| Federation des caisses Desjardins du Quebec | 25,531 | $121.7 萬 | 0.00% | −2,791−9.9% | 減碼 |
| Levin Capital Strategies, L.P. | 25,518 | $121.6 萬 | 0.11% | −38,623−60.2% | 減碼 |
| Daiwa Securities Group Inc. | 25,393 | $121.0 萬 | 0.00% | 00.0% | 不變 |
| Credit Agricole S A | 25,177 | $120.0 萬 | 0.00% | −8,869−26.1% | 減碼 |
| Ritholtz Wealth Management | 24,586 | $117.2 萬 | 0.02% | −5,453−18.2% | 減碼 |
| Prelude Capital Management, LLC | 23,871 | $113.7 萬 | 0.08% | +980+4.3% | 加碼 |
| Mesirow Financial Investment Management, Inc. | 23,833 | $113.6 萬 | 0.02% | −14,284−37.5% | 減碼 |
| XTX Topco Ltd | 22,247 | $106.0 萬 | 0.03% | +631+2.9% | 加碼 |
| Toroso Investments, LLC | 21,883 | $104.3 萬 | 0.00% | +14,223+185.7% | 加碼 |
| Nomura Asset Management International Inc. | 21,835 | $104.0 萬 | 0.00% | +21,835 | 新進 |
| Capital Insight Partners, LLC | 21,296 | $102.1 萬 | 0.22% | −606−2.8% | 減碼 |
| Brinker Capital Investments, LLC | 21,088 | $100.5 萬 | 0.01% | −12,005−36.3% | 減碼 |
| Securian Asset Management, Inc | 20,881 | $99.5 萬 | 0.04% | −1,552−6.9% | 減碼 |
| Crossmark Global Holdings, Inc. | 20,795 | $99.1 萬 | 0.01% | −14−0.1% | 減碼 |
| Avanza Fonder AB | 20,637 | $98.3 萬 | 0.02% | 00.0% | 不變 |
| CIBC Asset Management Inc | 20,534 | $97.8 萬 | 0.00% | +6,286+44.1% | 加碼 |
| Assetmark, Inc | 20,472 | $97.5 萬 | 0.00% | −2,809−12.1% | 減碼 |
| Investment Management Corp of Ontario | 20,212 | $96.3 萬 | 0.01% | +5,956+41.8% | 加碼 |
| Allstate Corp | 20,148 | $96.0 萬 | 0.01% | +9,972+98.0% | 加碼 |
| Jefferies Financial Group Inc. | 20,000 | $95.3 萬 | 0.01% | +20,000 | 新進 |
| Gamco Investors, Inc. Et Al | 19,882 | $94.7 萬 | 0.01% | −246−1.2% | 減碼 |
| Rodgers Brothers Inc. | 19,000 | $90.5 萬 | 0.11% | 00.0% | 不變 |
| J. Safra Sarasin Holding AG | 18,819 | $89.7 萬 | 0.01% | +18,819 | 新進 |
| Greenleaf Trust | 17,559 | $83.7 萬 | 0.01% | −46−0.3% | 減碼 |
| Pathstone Holdings, LLC | 17,390 | $82.9 萬 | 0.00% | +1,288+8.0% | 加碼 |
| CWM, LLC | 17,310 | $82.5 萬 | 0.00% | +2,944+20.5% | 加碼 |