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 |
|---|---|---|---|---|---|
| QRG Capital Management, Inc. | 17,052 | $81.3 萬 | 0.01% | +2,307+15.6% | 加碼 |
| Summit Trail Advisors, LLC | 16,475 | $78.5 萬 | 0.01% | +320+2.0% | 加碼 |
| Bokf, NA | 16,424 | $78.3 萬 | 0.01% | −11,841−41.9% | 減碼 |
| Fox Run Management, L.L.C. | 16,119 | $76.8 萬 | 0.12% | +5,740+55.3% | 加碼 |
| Mariner, LLC | 15,315 | $72.9 萬 | 0.00% | +9,345+156.5% | 加碼 |
| Gulf International Bank (UK) Ltd | 15,129 | $72.1 萬 | 0.02% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 14,771 | $70.4 萬 | 0.01% | 00.0% | 不變 |
| Creative Planning | 14,643 | $69.8 萬 | 0.00% | −368−2.5% | 減碼 |
| Polymer Capital Management (US) LLC | 14,537 | $69.3 萬 | 0.09% | +14,537 | 新進 |
| Equitable Holdings, Inc. | 14,228 | $67.8 萬 | 0.00% | +14,228 | 新進 |
| Tokio Marine Asset Management Co Ltd | 14,152 | $67.4 萬 | 0.02% | 00.0% | 不變 |
| Winton Group Ltd | 14,000 | $66.7 萬 | 0.02% | +14,000 | 新進 |
| Assenagon Asset Management S.A. | 13,858 | $66.0 萬 | 0.00% | +1,894+15.8% | 加碼 |
| Abn Amro Investment Solutions | 13,471 | $64.2 萬 | 0.01% | +8,167+154.0% | 加碼 |
| E. Ohman J:or Asset Management AB | 13,000 | $61.9 萬 | 0.01% | 00.0% | 不變 |
| Quantitative Investment Management, LLC | 12,934 | $61.6 萬 | 0.06% | +12,934 | 新進 |
| Rakuten Investment Management, Inc. | 12,689 | $61.4 萬 | 0.00% | −51,750−80.3% | 減碼 |
| Sequoia Financial Advisors, LLC | 12,856 | $61.3 萬 | 0.00% | +7,994+164.4% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 12,615 | $60.1 萬 | 0.03% | +4,855+62.6% | 加碼 |
| Aquatic Capital Management LLC | 12,539 | $59.7 萬 | 0.02% | +12,539 | 新進 |
| NBC Securities, Inc. | 12,349 | $58.8 萬 | 0.04% | −211−1.7% | 減碼 |
| AIA Group Ltd | 12,326 | $58.7 萬 | 0.01% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 12,146 | $58.4 萬 | 0.03% | +7,837+181.9% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 12,147 | $57.9 萬 | 0.01% | −158,139−92.9% | 減碼 |
| Omers Administration Corp | 12,045 | $57.4 萬 | 0.00% | −35,353−74.6% | 減碼 |
| AXS Investments LLC | 12,000 | $57.2 萬 | 0.20% | 00.0% | 不變 |
| Jump Financial, LLC | 11,990 | $57.1 萬 | 0.01% | −88,033−88.0% | 減碼 |
| ProShare Advisors LLC | 11,490 | $54.7 萬 | 0.00% | −1,250−9.8% | 減碼 |
| Tower Research Capital LLC (TRC) | 11,165 | $53.2 萬 | 0.01% | −8,282−42.6% | 減碼 |
| Dynamic Technology Lab Private Ltd | 10,789 | $51.4 萬 | 0.12% | −44,605−80.5% | 減碼 |
| Verition Fund Management LLC | 10,752 | $51.2 萬 | 0.00% | −10,286−48.9% | 減碼 |
| Merit Financial Group, LLC | 10,621 | $50.6 萬 | 0.00% | +357+3.5% | 加碼 |
| North Dakota State Investment Board | 10,587 | $50.4 萬 | 0.02% | +10,587 | 新進 |
| CIBC World Markets Corp | 10,394 | $49.5 萬 | 0.00% | +10,394 | 新進 |
| Kestra Investment Management, LLC | 10,377 | $49.4 萬 | 0.01% | −981−8.6% | 減碼 |
| Baader Bank INC | 10,317 | $49.2 萬 | 0.04% | +10,317 | 新進 |
| Hennessy Advisors Inc | 10,000 | $47.6 萬 | 0.02% | −12,000−54.5% | 減碼 |
| Teacher Retirement System of Texas | 9,953 | $47.4 萬 | 0.00% | −29,861−75.0% | 減碼 |
| Mount Lucas Management LP | 9,866 | $47.0 萬 | 0.21% | −124−1.2% | 減碼 |
| Commerzbank Aktiengesellschaft | 9,874 | $47.0 萬 | 0.01% | +9,874 | 新進 |
| Numerai GP LLC | 9,790 | $46.6 萬 | 0.06% | −3,461−26.1% | 減碼 |
| Everence Capital Management Inc | 9,710 | $46.3 萬 | 0.03% | 00.0% | 不變 |
| Fifth Third Wealth Advisors LLC | 9,618 | $45.8 萬 | 0.02% | +17+0.2% | 加碼 |
| Shelton Capital Management | 9,457 | $45.1 萬 | 0.01% | −1,321−12.3% | 減碼 |
| Vontobel Holding Ltd. | 9,326 | $44.4 萬 | 0.00% | 00.0% | 不變 |
| GAMMA Investing LLC | 9,306 | $44.3 萬 | 0.02% | −1,850−16.6% | 減碼 |
| Cynosure Management, LLC | 9,205 | $43.9 萬 | 0.04% | +9,205 | 新進 |
| Prudential PLC | 9,177 | $43.7 萬 | 0.00% | −152,462−94.3% | 減碼 |
| Rothschild Investment LLC | 9,129 | $43.5 萬 | 0.02% | +15+0.2% | 加碼 |
| Atomi Financial Group, Inc. | 9,037 | $43.1 萬 | 0.01% | −3,474−27.8% | 減碼 |
| MML Investors Services, LLC | 9,027 | $43.0 萬 | 0.00% | +1,681+22.9% | 加碼 |
| Janney Montgomery Scott LLC | 8,917 | $42.5 萬 | 0.00% | +3,399+61.6% | 加碼 |
| L2 Asset Management, LLC | 8,728 | $41.6 萬 | 0.06% | −32,373−78.8% | 減碼 |
| PensionDanmark Pensionsforsikringsaktieselskab | 8,670 | $41.3 萬 | 0.00% | +8,670 | 新進 |
| Fieldview Capital Management, LLC | 8,668 | $41.3 萬 | 0.07% | +3,403+64.6% | 加碼 |
| US Bancorp | 8,652 | $41.2 萬 | 0.00% | −472−5.2% | 減碼 |
| Profund Advisors LLC | 8,617 | $41.1 萬 | 0.01% | −475−5.2% | 減碼 |
| United Capital Financial Advisers, LLC | 8,580 | $40.9 萬 | 0.00% | +3,893+83.1% | 加碼 |
| Captrust Financial Advisors | 8,574 | $40.9 萬 | 0.00% | +1,356+18.8% | 加碼 |
| AlphaGrep UK Ltd | 8,449 | $40.3 萬 | 0.13% | +8,449 | 新進 |
| Skopos Labs, Inc. | 8,148 | $39.4 萬 | 0.02% | +2,660+48.5% | 加碼 |
| Apollon Wealth Management, LLC | 8,244 | $39.3 萬 | 0.01% | −2,015−19.6% | 減碼 |
| Romano Brothers and Company | 8,175 | $39.0 萬 | 0.04% | +200+2.5% | 加碼 |
| Verdence Capital Advisors LLC | 8,059 | $38.4 萬 | 0.02% | +209+2.7% | 加碼 |
| Mediolanum International Funds Ltd | 7,892 | $37.9 萬 | 0.00% | −233,283−96.7% | 減碼 |
| Applied Finance Capital Management, LLC | 7,826 | $37.3 萬 | 0.03% | +1,421+22.2% | 加碼 |
| Integrated Wealth Concepts LLC | 7,734 | $36.9 萬 | 0.00% | −2,847−26.9% | 減碼 |
| Boothbay Fund Management, LLC | 7,675 | $36.6 萬 | 0.01% | +7,675 | 新進 |
| RMB Capital Management, LLC | 7,389 | $35.2 萬 | 0.01% | +7,389 | 新進 |
| Coldstream Capital Management Inc | 7,385 | $35.2 萬 | 0.00% | +625+9.2% | 加碼 |
| STRS Ohio | 7,202 | $34.3 萬 | 0.00% | +12+0.2% | 加碼 |
| Quest Partners LLC | 7,070 | $33.7 萬 | 0.02% | −239−3.3% | 減碼 |
| Quadrant Capital Group LLC | 7,064 | $33.7 萬 | 0.01% | −517−6.8% | 減碼 |
| Twinbeech Capital LP | 6,900 | $32.9 萬 | 0.02% | +6,900 | 新進 |
| Ascent Group, LLC | 6,812 | $32.5 萬 | 0.01% | −21−0.3% | 減碼 |
| Seeds Investor LLC | 6,743 | $32.1 萬 | 0.06% | −365−5.1% | 減碼 |
| Counterpoint Mutual Funds LLC | 6,298 | $30.0 萬 | 0.02% | +192+3.1% | 加碼 |
| Tributary Capital Management, LLC | 6,215 | $29.6 萬 | 0.03% | −270−4.2% | 減碼 |
| Regions Financial Corp | 6,144 | $29.3 萬 | 0.00% | +6,144 | 新進 |
| We Are One Seven, LLC | 6,110 | $29.1 萬 | 0.01% | −119−1.9% | 減碼 |
| RSM US Wealth Management LLC | 6,024 | $29.0 萬 | 0.00% | −895−12.9% | 減碼 |
| Hyperion Capital Advisors LP | 6,061 | $28.9 萬 | 0.14% | 00.0% | 不變 |
| CIBC World Markets Inc. | 6,041 | $28.8 萬 | 0.00% | −7,161−54.2% | 減碼 |
| Ashton Thomas Private Wealth, LLC | 5,860 | $27.9 萬 | 0.01% | −292−4.7% | 減碼 |
| Callan Family Office, LLC | 5,844 | $27.8 萬 | 0.01% | +774+15.3% | 加碼 |
| Advisor Group Holdings, Inc. | 5,841 | $27.8 萬 | 0.00% | −1,471−20.1% | 減碼 |
| Atria Investments LLC | 5,817 | $27.7 萬 | 0.00% | −3,374−36.7% | 減碼 |
| FIL Ltd | 5,803 | $27.7 萬 | 0.00% | +2,833+95.4% | 加碼 |
| Jones Financial Companies LLLP | 5,604 | $26.7 萬 | 0.00% | +257+4.8% | 加碼 |
| HB Wealth Management, LLC | 5,590 | $26.6 萬 | 0.00% | +819+17.2% | 加碼 |
| Headlands Technologies LLC | 5,533 | $26.4 萬 | 0.02% | +5,533 | 新進 |
| 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 |
| Net Worth Advisory Group | 5,376 | $25.6 萬 | 0.05% | −20−0.4% | 減碼 |
| Laird Norton Trust Company, LLC | 5,305 | $25.3 萬 | 0.01% | +5,305 | 新進 |
| UniSuper Management Pty Ltd | 5,300 | $25.3 萬 | 0.00% | 00.0% | 不變 |
| Kathmere Capital Management, LLC | 5,282 | $25.2 萬 | 0.02% | +83+1.6% | 加碼 |
| R Squared Ltd | 5,202 | $24.8 萬 | 0.12% | +5,202 | 新進 |
| Snowden Capital Advisors LLC | 5,070 | $24.2 萬 | 0.01% | −631−11.1% | 減碼 |
| Vestcor Inc | 5,060 | $24.1 萬 | 0.01% | 00.0% | 不變 |