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。
2026 年第 1 季 13F 持有人
Equitable Holdings, Inc. 在 2026/3/31 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
- 543
- 較 2025 年第 4 季 +2 家
- 持有股數
- 2.62 億
- 較 2025 年第 4 季 +2,513 萬 (+10.6%)
- 總市值
- $97.3 億
- 較 2025 年第 4 季 −$15.8 億 (−13.9%)
- 新進機構
- 85
- 另有 189 家加碼
- 清倉機構
- 83
- 另有 206 家減碼
另有 11 家機構在 2025 年第 4 季持有、還沒有申報 2026 年第 1 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 |
2026 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BlackRock, Inc. | 27,321,760 | $10.1 億 | 0.02% | +6,0210.0% | 加碼 |
| Canada Pension Plan Investment Board | 18,218,634 | $6.76 億 | 0.44% | −1,065,419−5.5% | 減碼 |
| Price T Rowe Associates Inc | 17,525,534 | $6.50 億 | 0.08% | +267,410+1.5% | 加碼 |
| Vanguard Portfolio Management LLC | 14,625,529 | $5.43 億 | 0.03% | +14,625,529 | 新進 |
| Vanguard Capital Management LLC | 12,632,922 | $4.69 億 | 0.01% | +12,632,922 | 新進 |
| State Street Corp | 11,981,175 | $4.45 億 | 0.02% | −252,092−2.1% | 減碼 |
| Capital International Investors | 10,429,923 | $3.87 億 | 0.09% | −3,115,705−23.0% | 減碼 |
| Wellington Management Group LLP | 8,261,348 | $3.07 億 | 0.06% | −43,295−0.5% | 減碼 |
| Diamond Hill Capital Management Inc | 7,192,046 | $2.67 億 | 1.67% | +2,897,402+67.5% | 加碼 |
| Geode Capital Management, LLC | 5,854,515 | $2.17 億 | 0.01% | −501,243−7.9% | 減碼 |
| Thornburg Investment Management Inc | 4,994,205 | $1.85 億 | 1.92% | +104,475+2.1% | 加碼 |
| Bank of Montreal | 4,905,475 | $1.82 億 | 0.08% | +2,480,652+102.3% | 加碼 |
| Pzena Investment Management LLC | 4,464,347 | $1.66 億 | 0.54% | +138,999+3.2% | 加碼 |
| Conifer Management, L.L.C. | 4,200,000 | $1.56 億 | 29.75% | 00.0% | 不變 |
| Massachusetts Financial Services Co | 3,991,113 | $1.49 億 | 0.05% | −831,795−17.2% | 減碼 |
| Dimensional Fund Advisors LP | 3,856,717 | $1.43 億 | 0.03% | +429,621+12.5% | 加碼 |
| Northern Trust Corp | 3,831,882 | $1.42 億 | 0.02% | −48,187−1.2% | 減碼 |
| Invesco Ltd. | 3,525,676 | $1.31 億 | 0.01% | −1,066,732−23.2% | 減碼 |
| Citadel Advisors LLC | 3,137,357 | $1.16 億 | 0.08% | +2,083,297+197.6% | 加碼 |
| Morgan Stanley | 3,060,459 | $1.14 億 | 0.01% | −189,840−5.8% | 減碼 |
| Goldman Sachs Group Inc | 2,976,024 | $1.10 億 | 0.01% | +1,135,319+61.7% | 加碼 |
| Millennium Management LLC | 2,598,051 | $9,641 萬 | 0.07% | +1,457,716+127.8% | 加碼 |
| Nordea Investment Management AB | 2,661,117 | $9,524 萬 | 0.09% | −1,306,868−32.9% | 減碼 |
| Bank of New York Mellon Corp | 2,442,698 | $9,065 萬 | 0.02% | −500,976−17.0% | 減碼 |
| Woodline Partners LP | 2,230,326 | $8,277 萬 | 0.31% | +325,886+17.1% | 加碼 |
| D. E. Shaw & Co., Inc. | 2,201,064 | $8,168 萬 | 0.06% | +581,362+35.9% | 加碼 |
| FMR LLC | 2,149,865 | $7,978 萬 | 0.00% | −696,222−24.5% | 減碼 |
| Charles Schwab Investment Management Inc | 2,089,770 | $7,755 萬 | 0.01% | +96,451+4.8% | 加碼 |
| UBS Asset Management Americas Inc | 2,061,882 | $7,652 萬 | 0.02% | +165,993+8.8% | 加碼 |
| Algebris (UK) Ltd | 2,037,737 | $7,550 萬 | 5.46% | +743,798+57.5% | 加碼 |
| Marshall Wace, LLP | 2,021,093 | $7,500 萬 | 0.08% | +2,021,093 | 新進 |
| Principal Financial Group Inc | 1,955,557 | $7,257 萬 | 0.04% | −103,833−5.0% | 減碼 |
| UBS Group AG | 1,927,350 | $7,152 萬 | 0.01% | +918,558+91.1% | 加碼 |
| Nuveen, LLC | 1,908,209 | $7,081 萬 | 0.02% | +58,225+3.1% | 加碼 |
| Jane Street Group, LLC | 1,846,418 | $6,852 萬 | 0.07% | +1,458,825+376.4% | 加碼 |
| Vanguard Fiduciary Trust Co | 1,801,134 | $6,684 萬 | 0.02% | +1,801,134 | 新進 |
| TCW Group Inc | 1,628,169 | $6,042 萬 | 0.45% | +318,307+24.3% | 加碼 |
| Ameriprise Financial Inc | 1,616,744 | $6,000 萬 | 0.01% | +416,978+34.8% | 加碼 |
| Acadian Asset Management LLC | 1,469,425 | $5,452 萬 | 0.08% | +287,032+24.3% | 加碼 |
| Legal & General Group Plc | 1,324,435 | $4,915 萬 | 0.01% | −105,056−7.3% | 減碼 |
| Worldquant Millennium Advisors LLC | 1,033,574 | $3,836 萬 | 0.15% | +575,934+125.8% | 加碼 |
| PFA Pension, Forsikringsaktieselskab | 1,022,919 | $3,796 萬 | 0.11% | −566−0.1% | 減碼 |
| AQR Capital Management LLC | 1,011,305 | $3,669 萬 | 0.02% | −87,734−8.0% | 減碼 |
| Ci Investments Inc. | 970,137 | $3,600 萬 | 0.17% | −24,196−2.4% | 減碼 |
| Lazard Asset Management LLC | 902,568 | $3,349 萬 | 0.06% | +181,990+25.3% | 加碼 |
| Robeco Institutional Asset Management B.V. | 902,007 | $3,347 萬 | 0.05% | −429,603−32.3% | 減碼 |
| Bank of America Corp | 889,016 | $3,299 萬 | 0.00% | +121,261+15.8% | 加碼 |
| HSBC Holdings PLC | 873,962 | $3,243 萬 | 0.02% | +47,920+5.8% | 加碼 |
| Rhumbline Advisers | 851,606 | $3,160 萬 | 0.03% | −10,504−1.2% | 減碼 |
| Swiss National Bank | 841,000 | $3,121 萬 | 0.02% | +20,200+2.5% | 加碼 |
| Amundi | 798,857 | $2,965 萬 | 0.01% | −188,161−19.1% | 減碼 |
| Federated Hermes, Inc. | 787,774 | $2,923 萬 | 0.05% | −1,339,549−63.0% | 減碼 |
| Deutsche Bank AG | 697,881 | $2,590 萬 | 0.01% | −90,632−11.5% | 減碼 |
| Fiera Capital Corp | 694,016 | $2,575 萬 | 0.09% | +10,316+1.5% | 加碼 |
| Engineers Gate Manager LP | 676,013 | $2,509 萬 | 0.31% | +344,474+103.9% | 加碼 |
| Bruni J V & Co | 675,462 | $2,507 萬 | 2.62% | +2550.0% | 加碼 |
| Ensign Peak Advisors, Inc | 663,288 | $2,461 萬 | 0.05% | +11,900+1.8% | 加碼 |
| Storebrand Asset Management AS | 659,969 | $2,449 萬 | 0.07% | −25,329−3.7% | 減碼 |
| AustralianSuper Pty Ltd | 653,453 | $2,425 萬 | 0.13% | +14,213+2.2% | 加碼 |
| Sumitomo Mitsui Trust Holdings, Inc. | 637,076 | $2,364 萬 | 0.02% | −37,217−5.5% | 減碼 |
| Close Asset Management Ltd | 634,070 | $2,353 萬 | 0.64% | −226,800−26.3% | 減碼 |
| Manufacturers Life Insurance Company, The | 627,169 | $2,327 萬 | 0.02% | +104,439+20.0% | 加碼 |
| Wells Fargo & Company | 583,428 | $2,165 萬 | 0.00% | +5,092+0.9% | 加碼 |
| Vanguard Asset Management, Ltd | 570,853 | $2,118 萬 | 0.02% | +570,853 | 新進 |
| SEI Investments Co | 566,394 | $2,102 萬 | 0.02% | −7,584−1.3% | 減碼 |
| Franklin Resources Inc | 532,796 | $1,977 萬 | 0.00% | +63,188+13.5% | 加碼 |
| Zurcher Kantonalbank (Zurich Cantonalbank) | 532,052 | $1,974 萬 | 0.04% | −83,437−13.6% | 減碼 |
| California State Teachers Retirement System | 510,346 | $1,894 萬 | 0.02% | −32,251−5.9% | 減碼 |
| Swedbank AB | 506,555 | $1,880 萬 | 0.02% | −3,341−0.7% | 減碼 |
| Tocqueville Asset Management L.P. | 492,952 | $1,829 萬 | 0.27% | +107,195+27.8% | 加碼 |
| Bridgewater Associates, LP | 458,416 | $1,701 萬 | 0.08% | −87,825−16.1% | 減碼 |
| Retirement Systems of Alabama | 457,811 | $1,699 萬 | 0.06% | +113,926+33.1% | 加碼 |
| JPMorgan Chase & Co | 471,889 | $1,682 萬 | 0.00% | −566,016−54.5% | 減碼 |
| California Public Employees Retirement System | 405,978 | $1,507 萬 | 0.01% | −24,135−5.6% | 減碼 |
| Raymond James Financial Inc | 394,328 | $1,463 萬 | 0.00% | −28,717−6.8% | 減碼 |
| Community Trust & Investment Co | 388,401 | $1,441 萬 | 0.78% | +87,018+28.9% | 加碼 |
| Barclays PLC | 380,113 | $1,411 萬 | 0.01% | −143,154−27.4% | 減碼 |
| South Dakota Investment Council | 377,662 | $1,402 萬 | 0.27% | +58,506+18.3% | 加碼 |
| Four Tree Island Advisory LLC | 370,478 | $1,375 萬 | 6.94% | +8,899+2.5% | 加碼 |
| Alliancebernstein L.P. | 276,912 | $1,319 萬 | 0.00% | −5,520−2.0% | 減碼 |
| Pictet Asset Management Holding SA | 336,272 | $1,247 萬 | 0.01% | +66,009+24.4% | 加碼 |
| New York State Common Retirement Fund | 331,009 | $1,228 萬 | 0.02% | −6,000−1.8% | 減碼 |
| Point72 Asset Management, L.P. | 330,624 | $1,227 萬 | 0.02% | +18,040+5.8% | 加碼 |
| Russell Investments Group, Ltd. | 335,357 | $1,213 萬 | 0.01% | +87,086+35.1% | 加碼 |
| Envestnet Asset Management Inc | 321,494 | $1,193 萬 | 0.00% | +28,601+9.8% | 加碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 309,888 | $1,150 萬 | 0.01% | −2,088−0.7% | 減碼 |
| Adage Capital Partners GP, L.L.C. | 300,000 | $1,113 萬 | 0.02% | +300,000 | 新進 |
| Livforsakringsbolaget Skandia, Omsesidigt | 291,100 | $1,080 萬 | 0.44% | +26,100+9.8% | 加碼 |
| State Board of Administration of Florida Retirement System | 283,673 | $1,053 萬 | 0.02% | 00.0% | 不變 |
| Algert Global LLC | 279,150 | $1,036 萬 | 0.16% | +168,710+152.8% | 加碼 |
| Aviva PLC | 270,914 | $1,005 萬 | 0.02% | +15,605+6.1% | 加碼 |
| Basswood Capital Management, L.L.C. | 251,510 | $933.4 萬 | 0.48% | +66,226+35.7% | 加碼 |
| BNP Paribas Arbitrage, SA | 251,472 | $933.2 萬 | 0.01% | +10,923+4.5% | 加碼 |
| Great West Life Assurance Co | 237,696 | $883.2 萬 | 0.02% | −2,631−1.1% | 減碼 |
| Korea Investment CORP | 234,591 | $870.6 萬 | 0.02% | −9,700−4.0% | 減碼 |
| XTX Topco Ltd | 234,467 | $870.1 萬 | 0.15% | +212,220+953.9% | 加碼 |
| LSV Asset Management | 219,000 | $812.7 萬 | 0.02% | −3,300−1.5% | 減碼 |
| Stifel Financial Corp | 218,038 | $809.1 萬 | 0.01% | +101,842+87.6% | 加碼 |
| Lighthouse Investment Partners, LLC | 212,638 | $789.1 萬 | 0.30% | +212,638 | 新進 |
| Gillson Capital LP | 210,000 | $779.3 萬 | 0.64% | +210,000 | 新進 |