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 |
|---|---|---|---|---|---|
| Salomon & Ludwin, LLC | 301 | $1.14 萬 | 0.00% | +245+437.5% | 加碼 |
| Leonteq Securities AG | 335 | $1.24 萬 | 0.00% | +335 | 新進 |
| Private Trust Co NA | 393 | $1.46 萬 | 0.00% | −38−8.8% | 減碼 |
| Brown Brothers Harriman & Co | 457 | $1.70 萬 | 0.00% | 00.0% | 不變 |
| Caitlin John, LLC | 461 | $1.71 萬 | 0.01% | −12−2.5% | 減碼 |
| Whittier Trust Co of Nevada Inc | 495 | $1.90 萬 | 0.00% | −34−6.4% | 減碼 |
| Towarzystwo Funduszy Inwestycyjnych Pzu SA | 550 | $2.04 萬 | 0.01% | 00.0% | 不變 |
| Beacon Investment Advisory Services, Inc. | 550 | $2.04 萬 | 0.00% | +550 | 新進 |
| Matrix Trust Co | 553 | $2.10 萬 | 0.00% | +553 | 新進 |
| Harbour Investments, Inc. | 592 | $2.20 萬 | 0.00% | −28−4.5% | 減碼 |
| State of Wyoming | 595 | $2.21 萬 | 0.00% | −21−3.4% | 減碼 |
| Basecamp Wealth Advisors LLC | 617 | $2.29 萬 | 0.00% | +105+20.5% | 加碼 |
| Parallel Advisors, LLC | 803 | $2.98 萬 | 0.00% | +183+29.5% | 加碼 |
| Root Financial Partners, LLC | 888 | $3.30 萬 | 0.00% | +347+64.1% | 加碼 |
| Versant Capital Management, Inc | 918 | $3.41 萬 | 0.00% | +391+74.2% | 加碼 |
| CX Institutional | 985 | $3.70 萬 | 0.00% | +985 | 新進 |
| Essential Partners LLC | 1,084 | $4.02 萬 | 0.01% | +770+245.2% | 加碼 |
| LRI Investments, LLC | 1,209 | $4.49 萬 | 0.00% | 00.0% | 不變 |
| Cullen/Frost Bankers, Inc. | 1,300 | $4.82 萬 | 0.00% | −1,612−55.4% | 減碼 |
| Los Angeles Capital Management LLC | 1,351 | $5.01 萬 | 0.00% | −241,446−99.4% | 減碼 |
| Ronald Blue Trust, Inc. | 1,395 | $5.18 萬 | 0.00% | −252−15.3% | 減碼 |
| AlphaCentric Advisors LLC | 1,630 | $6.05 萬 | 0.06% | +103+6.7% | 加碼 |
| Massmutual Trust Co FSB | 1,674 | $6.21 萬 | 0.00% | +27+1.6% | 加碼 |
| Zions Bancorporation, National Association | 1,745 | $6.48 萬 | 0.00% | +106+6.5% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 1,951 | $7.24 萬 | 0.00% | −1,957−50.1% | 減碼 |
| Anchor Investment Management, LLC | 2,000 | $7.42 萬 | 0.01% | 00.0% | 不變 |
| Sterling Capital Management LLC | 2,039 | $7.57 萬 | 0.00% | −113−5.3% | 減碼 |
| Allworth Financial LP | 2,062 | $7.65 萬 | 0.00% | +2,062 | 新進 |
| FIL Ltd | 2,257 | $8.38 萬 | 0.00% | −3,546−61.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,262 | $8.39 萬 | 0.00% | +400+21.5% | 加碼 |
| Bayforest Capital Ltd | 2,272 | $8.43 萬 | 0.09% | +2,272 | 新進 |
| Atlas Capital Advisors LLC | 2,381 | $8.84 萬 | 0.01% | −2,269−48.8% | 減碼 |
| Cornerstone Planning Group LLC | 2,042 | $8.99 萬 | 0.01% | +29+1.4% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,501 | $9.28 萬 | 0.00% | +526+26.6% | 加碼 |
| SRS Capital Advisors, Inc. | 2,505 | $9.35 萬 | 0.00% | +599+31.4% | 加碼 |
| Quent Capital, LLC | 2,653 | $9.85 萬 | 0.01% | −71−2.6% | 減碼 |
| Steward Partners Investment Advisory, LLC | 2,695 | $10.0 萬 | 0.00% | −304−10.1% | 減碼 |
| Parkside Financial Bank & Trust | 2,763 | $10.3 萬 | 0.01% | +37+1.4% | 加碼 |
| Smartleaf Asset Management LLC | 2,885 | $10.3 萬 | 0.00% | +188+7.0% | 加碼 |
| Van Eck Associates Corp | 2,961 | $11.0 萬 | 0.00% | +138+4.9% | 加碼 |
| IFP Advisors, Inc | 3,077 | $11.4 萬 | 0.00% | +46+1.5% | 加碼 |
| MAI Capital Management | 3,132 | $11.6 萬 | 0.00% | +2,612+502.3% | 加碼 |
| Alerus Financial NA | 3,717 | $13.8 萬 | 0.01% | −29,184−88.7% | 減碼 |
| Oslo Pensjonsforsikring AS | 3,823 | $14.2 萬 | 0.02% | +3,823 | 新進 |
| Umb Bank N A | 3,904 | $14.5 萬 | 0.00% | +1,087+38.6% | 加碼 |
| Signaturefd, LLC | 3,907 | $14.5 萬 | 0.00% | −511−11.6% | 減碼 |
| Farther Finance Advisors, LLC | 4,000 | $15.0 萬 | 0.00% | +1,118+38.8% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,393 | $16.3 萬 | 0.00% | −7,754−63.8% | 減碼 |
| V-Square Quantitative Management LLC | 4,904 | $18.2 萬 | 0.02% | +93+1.9% | 加碼 |
| Advisor Group Holdings, Inc. | 5,031 | $18.7 萬 | 0.00% | −810−13.9% | 減碼 |
| Vestcor Inc | 5,060 | $18.8 萬 | 0.01% | 00.0% | 不變 |
| MML Investors Services, LLC | 5,571 | $20.7 萬 | 0.00% | −3,456−38.3% | 減碼 |
| Chicago Partners Investment Group LLC | 5,003 | $20.8 萬 | 0.00% | +5,003 | 新進 |
| RSM US Wealth Management LLC | 5,627 | $20.9 萬 | 0.00% | −397−6.6% | 減碼 |
| PEAK6 LLC | 5,655 | $21.0 萬 | 0.01% | +5,655 | 新進 |
| Everence Capital Management Inc | 5,665 | $21.0 萬 | 0.01% | −4,045−41.7% | 減碼 |
| National Bank of Canada | 5,752 | $21.4 萬 | 0.00% | +724+14.4% | 加碼 |
| Lecap Asset Management Ltd | 5,770 | $21.4 萬 | 0.08% | −29,135−83.5% | 減碼 |
| nVerses Capital, LLC | 5,970 | $22.2 萬 | 0.20% | +5,970 | 新進 |
| Coldstream Capital Management Inc | 6,092 | $22.6 萬 | 0.00% | −1,293−17.5% | 減碼 |
| CIBC World Markets Inc. | 6,127 | $22.7 萬 | 0.00% | +86+1.4% | 加碼 |
| Tributary Capital Management, LLC | 6,135 | $22.8 萬 | 0.02% | −80−1.3% | 減碼 |
| We Are One Seven, LLC | 6,319 | $23.5 萬 | 0.00% | +209+3.4% | 加碼 |
| Regions Financial Corp | 6,465 | $24.0 萬 | 0.00% | +321+5.2% | 加碼 |
| Ascent Group, LLC | 6,552 | $24.3 萬 | 0.01% | −260−3.8% | 減碼 |
| BTG Pactual Asset Management US LLC | 6,580 | $24.4 萬 | 0.02% | +2,244+51.8% | 加碼 |
| Arrowpoint Investment Partners (Singapore) Pte. Ltd. | 6,794 | $25.2 萬 | 0.37% | +6,794 | 新進 |
| Mirabella Financial Services LLP | 6,804 | $25.2 萬 | 0.02% | +6,804 | 新進 |
| STRS Ohio | 6,831 | $25.3 萬 | 0.00% | −371−5.2% | 減碼 |
| Aigen Investment Management, LP | 6,844 | $25.4 萬 | 0.07% | +6,844 | 新進 |
| Great Lakes Advisors, LLC | 6,845 | $25.4 萬 | 0.00% | −90,522−93.0% | 減碼 |
| Quadrant Capital Group LLC | 7,001 | $26.0 萬 | 0.01% | −63−0.9% | 減碼 |
| Brighton Jones LLC | 7,070 | $26.2 萬 | 0.01% | +7,070 | 新進 |
| Simplex Trading, LLC | 7,138 | $26.5 萬 | 0.01% | +6,977+4,333.5% | 加碼 |
| Natixis | 7,211 | $26.8 萬 | 0.00% | −47,778−86.9% | 減碼 |
| Catalyst Funds Management Pty Ltd | 7,342 | $27.2 萬 | 0.05% | +7,342 | 新進 |
| Kestra Investment Management, LLC | 7,395 | $27.4 萬 | 0.00% | −2,982−28.7% | 減碼 |
| QRG Capital Management, Inc. | 7,407 | $27.5 萬 | 0.00% | −9,645−56.6% | 減碼 |
| Counterpoint Mutual Funds LLC | 7,644 | $28.4 萬 | 0.04% | +1,346+21.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 7,700 | $28.6 萬 | 0.01% | −5,300−40.8% | 減碼 |
| Frec Markets, Inc. | 7,822 | $29.0 萬 | 0.05% | +7,822 | 新進 |
| Atomi Financial Group, Inc. | 7,829 | $29.1 萬 | 0.01% | −1,208−13.4% | 減碼 |
| Romano Brothers and Company | 8,175 | $30.3 萬 | 0.03% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 8,197 | $30.4 萬 | 0.04% | +8,197 | 新進 |
| Abel Hall, LLC | 8,338 | $30.9 萬 | 0.07% | +8,338 | 新進 |
| Rothschild Investment LLC | 8,451 | $31.4 萬 | 0.02% | −678−7.4% | 減碼 |
| Applied Finance Capital Management, LLC | 8,594 | $31.9 萬 | 0.02% | +768+9.8% | 加碼 |
| Profund Advisors LLC | 8,605 | $31.9 萬 | 0.01% | −12−0.1% | 減碼 |
| Hyperion Capital Advisors LP | 8,611 | $32.0 萬 | 0.15% | +2,550+42.1% | 加碼 |
| US Bancorp | 8,660 | $32.1 萬 | 0.00% | +8+0.1% | 加碼 |
| Agf Management Ltd | 8,785 | $32.6 萬 | 0.00% | −18,486−67.8% | 減碼 |
| North Dakota State Investment Board | 8,790 | $32.6 萬 | 0.01% | −1,797−17.0% | 減碼 |
| R Squared Ltd | 8,970 | $33.3 萬 | 0.18% | +3,768+72.4% | 加碼 |
| GAMMA Investing LLC | 9,114 | $33.8 萬 | 0.02% | −192−2.1% | 減碼 |
| Prudential PLC | 9,177 | $34.1 萬 | 0.00% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 9,326 | $34.6 萬 | 0.00% | 00.0% | 不變 |
| HB Wealth Management, LLC | 9,340 | $34.7 萬 | 0.00% | +3,750+67.1% | 加碼 |
| Sequoia Financial Advisors, LLC | 9,393 | $34.9 萬 | 0.00% | −3,463−26.9% | 減碼 |
| Shelton Capital Management | 9,457 | $35.1 萬 | 0.01% | 00.0% | 不變 |
| denkapparat Operations GmbH | 9,792 | $36.3 萬 | 0.15% | +4,894+99.9% | 加碼 |