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 2 季 13F 持有人
Equitable Holdings, Inc. 在 2026/6/30 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
- 484
- 較 2026 年第 1 季 −55 家
- 持有股數
- 2.65 億
- 較 2026 年第 1 季 +326.4 萬 (+1.2%)
- 總市值
- $116.5 億
- 較 2026 年第 1 季 +$19.2 億 (+19.7%)
- 新進機構
- 68
- 另有 142 家加碼
- 清倉機構
- 123
- 另有 214 家減碼
另有 4 家機構在 2026 年第 1 季持有、還沒有申報 2026 年第 2 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 2 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 2026 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Eurizon Capital SGR S.p.A. | 8,694 | $38.2 萬 | 0.00% | −68,163−88.7% | 減碼 |
| Fjarde Ap-Fonden /Fourth Swedish National Pension Fund | 8,697 | $38.2 萬 | 0.00% | −44,500−83.7% | 減碼 |
| CIBC Asset Management Inc | 8,669 | $38.0 萬 | 0.00% | −11,949−58.0% | 減碼 |
| Hyperion Capital Advisors LP | 8,611 | $37.8 萬 | 0.17% | 00.0% | 不變 |
| Nykredit A/S | 8,577 | $37.6 萬 | 0.00% | +8,577 | 新進 |
| US Bancorp | 8,523 | $37.4 萬 | 0.00% | −137−1.6% | 減碼 |
| North Dakota State Investment Board | 8,493 | $37.3 萬 | 0.02% | −297−3.4% | 減碼 |
| Lido Advisors, LLC | 8,368 | $36.7 萬 | 0.00% | +8,368 | 新進 |
| Profund Advisors LLC | 8,193 | $36.0 萬 | 0.01% | −412−4.8% | 減碼 |
| Romano Brothers and Company | 8,175 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| Rothschild Investment LLC | 8,059 | $35.4 萬 | 0.01% | −392−4.6% | 減碼 |
| LSV Asset Management | 7,900 | $34.7 萬 | 0.00% | −211,100−96.4% | 減碼 |
| Ellevest, Inc. | 7,636 | $33.5 萬 | 0.04% | +7,636 | 新進 |
| Captrust Financial Advisors | 7,496 | $32.9 萬 | 0.00% | −6,668−47.1% | 減碼 |
| Abel Hall, LLC | 7,427 | $32.6 萬 | 0.06% | −911−10.9% | 減碼 |
| Atomi Financial Group, Inc. | 7,404 | $32.5 萬 | 0.01% | −425−5.4% | 減碼 |
| QRG Capital Management, Inc. | 7,210 | $31.6 萬 | 0.00% | −197−2.7% | 減碼 |
| Phoenix Holdings Ltd. | 7,200 | $31.5 萬 | 0.00% | +7,200 | 新進 |
| Quadrant Capital Group LLC | 7,062 | $31.0 萬 | 0.01% | +61+0.9% | 加碼 |
| Sequoia Financial Advisors, LLC | 6,947 | $30.5 萬 | 0.00% | −2,446−26.0% | 減碼 |
| Meridian Wealth Management, LLC | 6,928 | $30.4 萬 | 0.01% | −56,664−89.1% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 6,536 | $28.7 萬 | 0.01% | −5,680−46.5% | 減碼 |
| Ascent Group, LLC | 6,489 | $28.5 萬 | 0.01% | −63−1.0% | 減碼 |
| Advisor Group Holdings, Inc. | 6,450 | $28.3 萬 | 0.00% | +1,419+28.2% | 加碼 |
| PEAK6 LLC | 6,245 | $27.4 萬 | 0.01% | +590+10.4% | 加碼 |
| CIBC World Markets Inc. | 6,096 | $26.7 萬 | 0.00% | −31−0.5% | 減碼 |
| AlphaGrep UK Ltd | 6,077 | $26.7 萬 | 0.08% | −11,073−64.6% | 減碼 |
| Compass Advisory Group LLC | 6,060 | $26.6 萬 | 0.06% | −6,862−53.1% | 減碼 |
| Coldstream Capital Management Inc | 6,053 | $26.6 萬 | 0.00% | −39−0.6% | 減碼 |
| Meeder Advisory Services, Inc. | 5,894 | $25.9 萬 | 0.01% | +5,894 | 新進 |
| We Are One Seven, LLC | 5,766 | $25.3 萬 | 0.00% | −553−8.8% | 減碼 |
| Kathmere Capital Management, LLC | 5,631 | $24.7 萬 | 0.01% | +5,631 | 新進 |
| Nomura Asset Management International Inc. | 5,435 | $23.8 萬 | 0.00% | −10,965−66.9% | 減碼 |
| TD Asset Management Inc | 5,300 | $23.3 萬 | 0.00% | −42,906−89.0% | 減碼 |
| J. Safra Sarasin Holding AG | 6,183 | $22.9 萬 | 0.00% | −12,926−67.6% | 減碼 |
| Assetmark, Inc | 5,214 | $22.9 萬 | 0.00% | −15,438−74.8% | 減碼 |
| Walleye Trading LLC | 5,207 | $22.8 萬 | 0.00% | +5,190+30,529.4% | 加碼 |
| Laird Norton Trust Company, LLC | 5,104 | $22.4 萬 | 0.00% | +5,104 | 新進 |
| PDS Planning, Inc | 5,082 | $22.3 萬 | 0.01% | +5,082 | 新進 |
| Seeds Investor LLC | 5,081 | $22.3 萬 | 0.02% | +5,081 | 新進 |
| Glazer Capital, LLC | 5,000 | $21.9 萬 | 0.01% | +5,000 | 新進 |
| Wedmont Private Capital | 4,617 | $21.7 萬 | 0.01% | +4,617 | 新進 |
| Sterling Capital Management LLC | 4,891 | $21.5 萬 | 0.00% | +2,852+139.9% | 加碼 |
| Chevy Chase Trust Holdings, Inc. | 4,848 | $21.3 萬 | 0.00% | +4,848 | 新進 |
| Jump Financial, LLC | 4,828 | $21.2 萬 | 0.00% | −188,847−97.5% | 減碼 |
| Blueshift Asset Management, LLC | 4,804 | $21.1 萬 | 0.05% | −13,117−73.2% | 減碼 |
| Umb Bank N A | 4,346 | $19.1 萬 | 0.00% | +442+11.3% | 加碼 |
| Farther Finance Advisors, LLC | 3,928 | $17.2 萬 | 0.00% | −72−1.8% | 減碼 |
| Signaturefd, LLC | 3,609 | $15.8 萬 | 0.00% | −298−7.6% | 減碼 |
| Simplex Trading, LLC | 3,527 | $15.5 萬 | 0.00% | −3,611−50.6% | 減碼 |
| Aster Capital Management (DIFC) Ltd | 3,400 | $14.9 萬 | 0.03% | +3,400 | 新進 |
| SRS Capital Advisors, Inc. | 3,299 | $14.5 萬 | 0.00% | +794+31.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 3,161 | $13.9 萬 | 0.00% | +466+17.3% | 加碼 |
| IFP Advisors, Inc | 3,027 | $13.3 萬 | 0.00% | −50−1.6% | 減碼 |
| Northwestern Mutual Wealth Management Co | 2,967 | $13.0 萬 | 0.00% | +705+31.2% | 加碼 |
| Smartleaf Asset Management LLC | 2,885 | $12.7 萬 | 0.00% | 00.0% | 不變 |
| Quent Capital, LLC | 2,798 | $12.3 萬 | 0.01% | +145+5.5% | 加碼 |
| Bessemer Group Inc | 2,426 | $10.6 萬 | 0.00% | −66,371−96.5% | 減碼 |
| LRI Investments, LLC | 2,133 | $9.36 萬 | 0.01% | +924+76.4% | 加碼 |
| Anchor Investment Management, LLC | 2,000 | $8.78 萬 | 0.01% | 00.0% | 不變 |
| Cornerstone Planning Group LLC | 1,693 | $8.25 萬 | 0.01% | −349−17.1% | 減碼 |
| Regatta Research & Money Management | 1,702 | $7.47 萬 | 0.07% | +1,702 | 新進 |
| Alerus Financial NA | 1,666 | $7.31 萬 | 0.00% | −2,051−55.2% | 減碼 |
| Massmutual Trust Co FSB | 1,635 | $7.17 萬 | 0.00% | −39−2.3% | 減碼 |
| Global Retirement Partners, LLC | 1,567 | $6.87 萬 | 0.00% | +1,567 | 新進 |
| Harbor Investment Advisory, LLC | 1,545 | $6.78 萬 | 0.00% | +1,310+557.4% | 加碼 |
| Parkside Financial Bank & Trust | 1,508 | $6.62 萬 | 0.00% | −1,255−45.4% | 減碼 |
| Los Angeles Capital Management LLC | 1,351 | $5.93 萬 | 0.00% | 00.0% | 不變 |
| Ronald Blue Trust, Inc. | 1,337 | $5.87 萬 | 0.00% | −58−4.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,329 | $5.83 萬 | 0.00% | −1,172−46.9% | 減碼 |
| CX Institutional | 1,282 | $5.60 萬 | 0.00% | +297+30.2% | 加碼 |
| Versant Capital Management, Inc | 992 | $4.35 萬 | 0.00% | +74+8.1% | 加碼 |
| V-Square Quantitative Management LLC | 853 | $3.74 萬 | 0.00% | −4,051−82.6% | 減碼 |
| Parallel Advisors, LLC | 833 | $3.66 萬 | 0.00% | +30+3.7% | 加碼 |
| Quarry LP | 805 | $3.53 萬 | 0.01% | −14,380−94.7% | 減碼 |
| Mitsubishi UFJ Kokusai Asset Management Co., Ltd. | 755 | $3.31 萬 | 0.00% | −309,133−99.8% | 減碼 |
| Atlas Capital Advisors LLC | 738 | $3.24 萬 | 0.00% | −1,643−69.0% | 減碼 |
| Harbour Investments, Inc. | 668 | $2.93 萬 | 0.00% | +76+12.8% | 加碼 |
| Mirae Asset Global Investments Co., Ltd. | 635 | $2.79 萬 | 0.00% | −1,316−67.5% | 減碼 |
| Beacon Investment Advisory Services, Inc. | 550 | $2.41 萬 | 0.00% | 00.0% | 不變 |
| Basecamp Wealth Advisors LLC | 527 | $2.31 萬 | 0.00% | −90−14.6% | 減碼 |
| National Bank of Canada | 501 | $2.20 萬 | 0.00% | −5,251−91.3% | 減碼 |
| Caitlin John, LLC | 461 | $2.02 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 457 | $2.01 萬 | 0.00% | 00.0% | 不變 |
| Institute for Wealth Management, LLC. | 410 | $1.80 萬 | 0.00% | +410 | 新進 |
| Whittier Trust Co of Nevada Inc | 379 | $1.78 萬 | 0.00% | −116−23.4% | 減碼 |
| Private Trust Co NA | 393 | $1.72 萬 | 0.00% | 00.0% | 不變 |
| JPL Wealth Management, LLC | 310 | $1.36 萬 | 0.00% | −52,232−99.4% | 減碼 |
| Cullen/Frost Bankers, Inc. | 310 | $1.36 萬 | 0.00% | −990−76.2% | 減碼 |
| WPG Advisers, LLC | 305 | $1.34 萬 | 0.01% | +39+14.7% | 加碼 |
| Salomon & Ludwin, LLC | 301 | $1.33 萬 | 0.00% | 00.0% | 不變 |
| Leonteq Securities AG | 287 | $1.26 萬 | 0.00% | −48−14.3% | 減碼 |
| Rossby Financial, LCC | 281 | $1.23 萬 | 0.00% | +17+6.4% | 加碼 |
| Huntington National Bank | 276 | $1.21 萬 | 0.00% | +170+160.4% | 加碼 |
| Mather Group, LLC. | 262 | $1.15 萬 | 0.00% | 00.0% | 不變 |
| JFS Wealth Advisors, LLC | 257 | $1.13 萬 | 0.00% | 00.0% | 不變 |
| Planning Strategies Inc. | 253 | $1.11 萬 | 0.01% | +253 | 新進 |
| TD Waterhouse Canada Inc. | 250 | $1.10 萬 | 0.00% | +34+15.7% | 加碼 |
| Farmers & Merchants Investments Inc | 245 | $1.08 萬 | 0.00% | −5−2.0% | 減碼 |
| Fortitude Family Office, LLC | 225 | $9,873 | 0.00% | +12+5.6% | 加碼 |