EQH Equitable Holdings, Inc. Common Stock

NYSE · Financial Services · SEC EDGAR पर देखें ↗
$49.25
मूल्य · अग 21, 2026
मौलिकता इस प्रकार है अग 6, 2026

Equitable Holdings, Inc. Common Stock के बारे में विकिपीडिया से कंपनी का अवलोकन

Equitable Holdings, Inc. is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.

और पढ़ें

Equitable Holdings, Inc. (formerly The Equitable Life Assurance Society of the United States and AXA Equitable Life Insurance Company, and also known as The Equitable) is an American financial services and insurance company that was founded in 1859 by Henry Baldwin Hyde.

In 1991, French insurance firm AXA acquired majority control of Equitable. In 2004, the company officially changed its name to AXA Equitable Life Insurance Company. In January 2020, it changed its name to Equitable Holdings, Inc. following its spinoff from AXA and the related public offerings beginning in May 2018.

History

The Equitable Life Assurance Society of the United States opened its headquarters at the Equitable Life Building in 1870 in the Financial District of Manhattan, with entrances facing Broadway, Pine Street, and Cedar Street. Aside from Henry Baldwin Hyde, who was president of Equitable, the firm's officers included James Waddell Alexander (vice president); George W. Phillips (actuary), who was Vice President of the Actuarial Society of America; and Samuel Borrowe (secretary), a member of a prominent New York family connected to the Hallett and Alsop families.

Between 1889 and 1891, Equitable built the Palais Equitable at Stock-im-Eisen-Platz, today part of the Stephansplatz, in the Innere Stadt of Vienna, Austria.

James Waddell Alexander was the company president at the time of the Hyde costume ball scandal in 1905. James Hazen Hyde, the son of the founder and a vice president of the company, was falsely accused through a media smear campaign initiated by Alexander and board directors E. H. Harriman, Henry Clay Frick and J.P. Morgan of charging a fabulous $200,000 Versailles-themed affair to the company. The repercussions rocked Wall Street and resulted in an investigation of the entire insurance industry by the New York State Legislature.

After the company's headquarters building burned down in 1912, Equitable erected the Equitable Building on the same site in Manhattan.

As one of the largest insurers of its time, Equitable had close ties to influential industrial magnates. In 1915, T. Coleman du Pont acquired a majority stake in Equitable Life Assurance from J. P. Morgan Jr.

In 1943, during World War II, Equitable began underwriting policies for the War Agencies Employees Protective Association to provide group life insurance to U.S. Government employees working in or around war zones. Through WAEPA, Equitable sold policies to employees of some 40 U.S. agencies, including individuals from the Office of Strategic Services and War Information, which often sent their men behind enemy lines, and air-traveling statesmen and Congressmen. By May 1945, only 24 death claims had been filed (about half the normal peacetime rate for a group plan covering 7,000 workers), allowing the insurer to return roughly 30% of the premiums to WAEPA.

In 1954, following blockbusting in East Palo Alto, Equitable pursued a policy forbidding issuing mortgages to white families in integrated communities in order to make receiving government-insured mortgages more difficult in racially heterogeneous areas. This decision helped facilitate white flight and the resulting demographic shift of East Palo Alto.

In 1985, the Equitable Life Assurance Society of the United States, then the third largest life insurance company in the country, formed Equitable Real Estate Investment Management, a subsidiary used by Equitable Life to develop and finance new real estate projects and manage the US$20 billion worth of real estate under Equitable's control.

In December 1990, Equitable announced its decision to demutualize under New York's liberalizing laws. This was intended to enable Equitable to increase and diversify its asset base.

AXA acquisition

On July 18, 1991, AXA Group of France bought a $1 billion stake in Equitable Life Assurance Society, for a 49% stake in the business. This enabled Equitable to set aside $500 million for losses in its real estate and junk bond portfolios. There had been rumors that Equitable was nearing a bankruptcy filing prior to the AXA Group infusion of capital.

The investment by AXA Group significantly altered the trajectory of both companies. By 1997, the assets of the U.S. operation, the Equitable Insurance Group, had reached nearly a quarter of a trillion dollars, and by 2003, AXA Equitable Insurance Company was the leading carrier in the world with more than 50 million clients, in more than 50 countries, and with nearly a trillion dollars in client assets.

By 2018, AXA, facing tougher European solvency laws, decided to re-balance its operations from life and annuities and towards property and casualty – from financial risks to insurance risks. As a result, the company decided to begin the process to spin off the U.S. operations, the old Equitable Life Assurance company. In its filing, AXA noted that once the IPO took place, there would be four separate companies created: AXA Equitable Life Insurance Company, AXA Distribution Holding Corp., EQ AZ Life Re Company, and MONY Life Insurance Company of America.

Equitable Holdings

In May 2018, AXA announced the successful completion of the IPO of AXA Equitable Holdings, raising $2.75 billion on the sale of 24.5% of the outstanding shares. Additionally, the company announced an issuance of $750 million of bonds mandatorily exchangeable into shares of AXA Equitable Holdings stock. And finally, $502 million of options were exercised, bringing the total to $4.02 billion in proceeds to AXA.

On March 25, 2019, AXA announced the successful completion of a secondary common stock offering of 40 million shares of AXA Equitable Holdings, Inc. (ticker EQH), bringing down their ownership stake from approximately 60% to 48.3% and raising net proceeds of $1.5 billion.

On November 7, 2019, AXA announced the sale of its remaining stake in AXA Equitable Holdings (EQH), selling 144 million shares of common stock to Goldman Sachs, which was the sole underwriter for the public offering of the shares. The expected close date was stated by the company at the time as November 13, 2019. This brought to a close a long and largely successful chapter in Equitable's history – the end of the AXA Group ownership of the company.

On January 14, 2020, Equitable unveiled its new branding. In addition to an operating name change, the refreshed brand included a new logo, representative of the Greek goddess Athena, which has been a consistent element of the company’s 160-year-old visual identity.

In March 2026, Equitable Holdings announced a merger with Corebridge Financial through a all-stock merger worth $22 billion, which would create a combined company with $1.5 trillion in assets under management and over 12 million clients.

स्रोत: विकिपीडिया (अंग्रेज़ी), CC BY-SA 4.0 · विकिपीडिया पर देखें ↗

Wikidata ↗

EQH स्टॉक स्नैपशॉट मूल्य, बाजार पूंजीकरण, P/E, EPS, ROE, ऋण/इक्विटी, 52-सप्ताह की सीमा

मूल्य
$49.25
मार्केट कैप
P/E (TTM)
-9.9
EPS (TTM)
$-4.83
राजस्व (TTM)
$11.66B
लाभांश प्रतिफल
ROE
D/E ऋण/इक्विटी
52W रेंज
$35 – $55

EQH स्टॉक मूल्य चार्ट तकनीकी संकेतकों के साथ दैनिक OHLCV — पैन, ज़ूम और अपना दृश्य कस्टमाइज़ करें

10-वर्षीय प्रदर्शन राजस्व, शुद्ध आय, मार्जिन और ईपीएस रुझान

राजस्व और शुद्ध आय $11.66B
6-point trend, -6.0%
2020-12-31 2025-12-31
EPS $-4.83
6-point trend, -209.6%
2020-12-31 2025-12-31
फ्री कैश फ्लो
मार्जिन

मूल्यांकन P/E, P/S, P/B, EV/EBITDA अनुपात — क्या स्टॉक महंगा है या सस्ता?

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका
P/E (TTM)
5-point trend, -219.7%
-9.9
31.6

लाभप्रदता सकल, परिचालन और शुद्ध मार्जिन; ROE, ROA, ROIC

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका

वित्तीय स्वास्थ्य ऋण, तरलता, शोधन क्षमता — बैलेंस शीट की मजबूती

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका

विकास राजस्व, EPS और शुद्ध आय वृद्धि: YoY, 3Y CAGR, 5Y CAGR

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका
Revenue YoY (राजस्व YoY)
5-point trend, +53.2%
-6.1%
Revenue CAGR 3Y (राजस्व CAGR 3Y)
5-point trend, +53.2%
-2.6%
Revenue CAGR 5Y (राजस्व CAGR 5Y)
5-point trend, +53.2%
-1.2%
EPS YoY
5-point trend, -221.4%
7.9%
Net Income YoY (शुद्ध आय YoY)
5-point trend, -178.6%
-0.23%

प्रति शेयर मेट्रिक्स EPS, प्रति शेयर बुक वैल्यू, प्रति शेयर नकदी प्रवाह, प्रति शेयर लाभांश

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका
EPS (Diluted) (EPS (तनुभूत))
5-point trend, -221.4%
$-4.83

पूंजी दक्षता एसेट टर्नओवर, इन्वेंटरी टर्नओवर, प्राप्य टर्नओवर

मेट्रिक
5Y रुझान
EQH
सहकर्मी माध्यिका

लाभांश यील्ड, भुगतान अनुपात, लाभांश इतिहास, 5Y CAGR

लाभांश यील्ड
भुगतान अनुपात
5Y लाभांश CAGR
एक्स-डेटराशि
3 अगस्त 2026$0.3000
1 जून 2026$0.3000
4 मार्च 2026$0.2700
24 नवमबर 2025$0.2700
5 अगस्त 2025$0.2700
2 जून 2025$0.2700
5 मार्च 2025$0.2400
26 नवमबर 2024$0.2400
6 अगस्त 2024$0.2400
3 जून 2024$0.2400
23 फ़रवरी 2024$0.2200
24 नवमबर 2023$0.2200
4 अगस्त 2023$0.2200
2 जून 2023$0.2200
24 फ़रवरी 2023$0.2000
25 नवमबर 2022$0.2000
5 अगस्त 2022$0.2000
26 मई 2022$0.2000
25 फ़रवरी 2022$0.1800
26 नवमबर 2021$0.1800

EQH विश्लेषक सर्वसम्मति तेजी और मंदी के विश्लेषक राय, 12-महीने का मूल्य लक्ष्य, अपसाइड

खरीदें 18 विश्लेषक
  • मजबूत खरीद 5 27.8%
  • खरीदें 12 66.7%
  • होल्ड 1 5.6%
  • बेचें 0 0.0%
  • मजबूत बिक्री 0 0.0%

12-महीने का मूल्य लक्ष्य

11 विश्लेषक · 2026-08-20
मध्यिका लक्ष्य $62.00 +25.9%
माध्य लक्ष्य $61.91 +25.7%

Earnings History EPS वास्तविक बनाम अनुमान, आश्चर्य %, बीट दर, अगली आय तिथि

औसत आश्चर्य
-0.09%
Period EPS Actual EPS अनुमान आश्चर्य
30 जून 2026 $1.70 $1.68 0.02%
31 मार्च 2026 $1.62 $1.63 -0.01%
31 दिसमबर 2025 $1.73 $1.77 -0.04%
30 सितमबर 2025 $1.48 $1.63 -0.15%
30 जून 2025 $1.10 $1.30 -0.20%
31 मार्च 2025 $1.30 $1.49 -0.19%

सहकर्मी तुलना (GICS उप-उद्योग) प्रमुख मेट्रिक्स बनाम सेक्टर के साथी

टिकर मार्केट कैप P/E राजस्व YoY शुद्ध मार्जिन ROE सकल मार्जिन
EQH -9.9 -6.1%
APO $83.81B 26.1 22.7% 10.9% 17.2%
CRBG -44.4 -1.2%
VOYA $6.99B 11.8 1.7% 8.0% 14.6%
JXN $7.13B -444.4 104.3% 0.40% 0.27%
ALRS $572M 33.1 1.1% 7.8% 3.3%
SOR
NEWT

पूर्ण मौलिक सभी मेट्रिक्स प्रति वर्ष — आय विवरण, बैलेंस शीट, नकदी प्रवाह

आय विवरण 10
EQH के लिए वार्षिक आय विवरण डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Revenue 10-point trend, -0.8% $11.66B $12.43B $10.46B $12.64B $7.61B $12.41B $9.62B $12.07B $12.43B $11.76B
Interest Expense 8-point trend, +31.0% · · $228M $201M $244M $200M $221M $231M $160M $174M
Interest Income 6-point trend, +43.0% · · · · $3.92B $3.55B $3.77B $2.77B $3.15B $2.74B
Pretax Income 10-point trend, -158.9% $-1.19B $2.08B $714M $2.98B $2.61B $-1.09B $-2.06B $2.49B $1.24B $2.03B
Income Tax 10-point trend, -141.3% $-156M $280M $-910M $594M $439M $-744M $-593M $301M $42M $378M
Net Income 10-point trend, -210.0% $-1.38B $1.28B $1.28B $2.14B $1.75B $-648M $-1.76B $1.85B $778M $1.25B
EPS (Basic) 10-point trend, -315.6% $-4.83 $3.74 $3.44 $5.46 $4.02 $-1.56 $-3.57 $3.33 $1.39 $2.24
EPS (Diluted) 10-point trend, -315.6% $-4.83 $3.69 $3.42 $5.42 $3.98 $-1.56 $-3.57 $3.33 $1.39 $2.24
Shares (Basic) 10-point trend, -46.9% 298,100,000 321,200,000 350,100,000 377,600,000 417,400,000 450,400,000 493,600,000 556,400,000 561,000,000 561,000,000
Shares (Diluted) 10-point trend, -46.9% 298,100,000 324,800,000 351,600,000 379,900,000 421,200,000 450,400,000 493,600,000 556,500,000 561,000,000 561,000,000
बैलेंस शीट 15
EQH के लिए वार्षिक बैलेंस शीट डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Cash & Equivalents 10-point trend, +120.4% $12.46B $6.96B $8.24B $4.28B $5.19B $6.18B $4.41B $4.47B $4.81B $5.65B
Goodwill 3-point trend, -7.5% · · · · · · · $4.57B $4.57B $4.94B
Total Assets 9-point trend, +35.0% $317.99B $295.73B $276.69B $252.70B $292.26B $275.40B $249.82B $220.78B $235.62B ·
Short-term Debt 9-point trend, -98.7% $25M $0 $254M $759M $92M $0 $0 $546M $1.86B ·
Deferred Tax 4-point trend, -100.0% · · · · $0 $749M $528M $35M · ·
Total Liabilities 9-point trend, +44.7% $316.20B $292.18B $271.55B $249.11B $278.70B $258.08B $234.41B $205.22B $218.47B ·
Total Debt 7-point trend, +602.0% · $3.83B $4.07B $4.08B $92M $0 $0 $546M · ·
Common Stock 10-point trend, +0.0% $5M $5M $5M $4M $4M $5M $5M $5M $5M $5M
Paid-in Capital 9-point trend, +48.7% $1.93B $2.34B $2.33B $2.30B $1.92B $1.99B $1.92B $1.91B $1.30B ·
Retained Earnings 9-point trend, -31.6% $8.37B $10.63B $10.25B $9.82B $8.88B $10.70B $11.74B $13.94B $12.22B ·
Treasury Stock 9-point trend, +5165000000.00 $5.17B $4.20B $3.71B $3.30B $2.85B $2.25B $1.83B $640M $0 ·
AOCI 9-point trend, -5714.8% $-6.28B $-8.71B $-7.80B $-8.99B $2.00B $3.86B $844M $-1.41B $-108M ·
Stockholders' Equity 9-point trend, -100.6% $-74M $1.56B $2.64B $1.40B $11.52B $15.58B $13.46B $13.80B $13.42B ·
Liabilities + Equity 9-point trend, +35.0% $317.99B $295.73B $276.69B $252.70B $292.26B $275.40B $249.82B $220.78B $235.62B ·
Shares Outstanding 9-point trend, -49.5% 283,358,187 309,900,248 333,877,990 365,081,940 391,290,224 440,776,011 463,711,392 528,861,758 561,000,000 ·
नकदी प्रवाह 12
EQH के लिए वार्षिक नकदी प्रवाह डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
D&A 3-point trend, +74.9% · · · · · · $675M $296M $386M ·
Deferred Tax 10-point trend, -601.4% $-1.05B $138M $-939M $593M $310M $-749M $-664M $809M $168M $209M
Operating Cash Flow 10-point trend, +402.5% $714M $2.01B $-208M $-250M $-193M $-61M $-216M $61M $-243M $-236M
Investing Cash Flow 10-point trend, -90.2% $-10.97B $-15.86B $-4.85B $-7.49B $-12.69B $-7.82B $-8.50B $-2.05B $-9.69B $-5.77B
Debt Issued 10-point trend, +495000000.00 $495M $0 $497M $0 $0 $0 $0 $4.06B $0 $0
Net Debt Issued 5-point trend, -100.0% · $0 $497M · · $0 $-300M $4.06B · ·
Stock Repurchased 10-point trend, +1450000000.00 $1.45B $1.01B $919M $849M $1.64B $430M $1.35B $648M $0 $0
Net Stock Activity 7-point trend, -56.5% · $-1.01B $-919M $-849M $-1.64B $-430M $-1.30B $-648M · ·
Dividends Paid 10-point trend, +314000000.00 $314M $302M $301M $294M $296M $297M $285M $157M $0 $0
Financing Cash Flow 10-point trend, +207.5% $15.72B $12.44B $9.00B $7.04B $11.95B $9.67B $8.71B $1.66B $9.07B $5.11B
Net Change in Cash 10-point trend, +708.9% $5.50B $-1.43B $3.96B $-748M $-952M $1.81B $1M $-345M $-840M $-903M
Taxes Paid 10-point trend, +1758.1% $576M $-38M $265M $89M $305M $-173M $-506M $57M $31M $31M
लाभप्रदता 4
EQH के लिए वार्षिक लाभप्रदता डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Net Margin 7-point trend, -30.3% · 10.5% 12.4% 12.7% -4.0% -5.2% -18.1% 15.1% · ·
Pretax Margin 7-point trend, -16.7% · 17.0% 7.0% 18.0% -1.5% -8.8% -21.2% 20.4% · ·
ROA 7-point trend, -45.7% · 0.44% 0.49% 0.65% -0.15% -0.24% -0.74% 0.81% · ·
ROE 7-point trend, +308.5% · 54.6% 64.3% 27.1% -3.2% -3.9% -12.7% 13.4% · ·
तरलता और शोधन क्षमता 2
EQH के लिए वार्षिक तरलता और शोधन क्षमता डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Debt / Equity 7-point trend, +6037.8% · 2.4 1.5 2.5 0.0 0.0 0.0 0.0 · ·
LT Debt / Equity 3-point trend, +20.7% · 2.4 1.4 2.0 · · · · · ·
दक्षता 1
EQH के लिए वार्षिक दक्षता डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -21.9% · 0.0 0.0 0.1 0.0 0.0 0.0 0.1 · ·
प्रति शेयर 6
EQH के लिए वार्षिक प्रति शेयर डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Book Value / Share 7-point trend, -80.5% · $5.11 $7.93 $4.54 $29.44 $35.34 $29.19 $26.22 · ·
Revenue / Share 7-point trend, +76.4% · $38.29 $29.94 $36.90 $26.44 $27.56 $19.43 $21.70 · ·
Cash Flow / Share 7-point trend, +5535.1% · $6.18 $-0.59 $-2.24 $-1.81 $-0.14 $-0.44 $0.11 · ·
Cash / Share 7-point trend, +165.9% · $22.47 $24.68 $11.73 $13.26 $14.02 $9.50 $8.45 · ·
Dividend / Share 9-point trend, +1.05 $1 $1 $1 $1 $1 $1 $1 $0 $0 ·
EPS (TTM) 8-point trend, -245.0% $-4.83 $3.69 $3.42 $5.42 $3.98 $-1.56 $-3.57 $3.33 · ·
विकास दरें 8
EQH के लिए वार्षिक विकास दरें डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Revenue YoY 5-point trend, +84.2% -6.1% 18.8% -17.3% 66.1% -38.7% · · · · ·
Revenue CAGR 3Y 3-point trend, +52.3% -2.6% 17.7% -5.5% · · · · · · ·
Revenue CAGR 5Y -1.2% · · · · · · · · ·
EPS YoY 3-point trend, -78.8% · 7.9% -37.4% 37.2% · · · · · ·
EPS CAGR 3Y · -2.5% · · · · · · · ·
Net Income YoY 3-point trend, -101.0% · -0.23% -40.4% 22.7% · · · · · ·
Net Income CAGR 3Y · -10.0% · · · · · · · ·
Dividend CAGR 5Y 1.1% · · · · · · · · ·
मूल्यांकन (TTM) 14
EQH के लिए वार्षिक मूल्यांकन (TTM) डेटा
मेट्रिक रुझान 2025202420232022202120202019201820172016
Revenue TTM 8-point trend, -3.3% $11.66B $12.43B $10.46B $12.64B $7.61B $12.41B $9.62B $12.07B · ·
Net Income TTM 8-point trend, -174.4% $-1.38B $1.28B $1.28B $2.14B $1.75B $-648M $-1.76B $1.85B · ·
Market Cap 7-point trend, +66.2% · $14.62B $11.12B $10.48B $12.83B $11.28B $11.49B $8.79B · ·
Enterprise Value 7-point trend, +135.8% · $11.49B $6.95B $10.28B $7.73B $5.10B $7.09B $4.87B · ·
P/E 8-point trend, -297.5% -9.9 12.8 9.7 5.3 8.2 -16.4 -6.9 5.0 · ·
P/S 7-point trend, +61.5% · 1.2 1.1 0.8 1.7 0.9 1.2 0.7 · ·
P/B 7-point trend, +1354.0% · 9.2 4.2 6.3 1.1 0.7 0.8 0.6 · ·
P / Tangible Book 5-point trend, +1189.8% · 9.3 4.2 7.5 1.1 0.7 · · · ·
P / Cash Flow 7-point trend, -94.9% · 7.3 -53.5 -12.3 -17.0 -184.9 -53.2 144.2 · ·
EV / Revenue 7-point trend, +129.0% · 0.9 0.7 0.8 1.0 0.4 0.7 0.4 · ·
Dividend Yield 7-point trend, +15.6% · 2.1% 2.7% 2.8% 2.3% 2.6% 2.5% 1.8% · ·
Earnings Yield 8-point trend, -150.6% -10.1% 7.8% 10.3% 18.9% 12.1% -6.1% -14.4% 20.0% · ·
Payout Ratio 7-point trend, +167.8% · 23.1% 23.1% 16.5% -67.4% -45.8% -16.4% 8.6% · ·
Annual Payout 8-point trend, +100.0% $314M $302M $301M $294M $296M $297M $285M $157M · ·

वित्तीय विवरण आय विवरण, बैलेंस शीट, नकदी प्रवाह — वार्षिक, पिछले 5 वर्ष

आय विवरण
2025-12-312024-12-312024-09-302024-06-302024-03-31
राजस्व $11.66B$12.43B
शुद्ध आय $-1.38B$1.28B
तनुकरणित EPS $-4.83$3.69
बैलेंस शीट
2025-12-312024-12-312024-09-302024-06-302024-03-31
ऋण / इक्विटी 2.4

ताज़ा समाचार इस कंपनी का उल्लेख करने वाली हालिया सुर्खियां

मेरे मेट्रिक्स आपकी व्यक्तिगत वॉचलिस्ट — पूर्ण फंडामेंटल से चयनित पंक्तियाँ

📊

उन मेट्रिक्स को चुनें जो आपके लिए मायने रखते हैं — ऊपर पूर्ण फंडामेंटल में किसी भी पंक्ति के बगल में ➕ पर क्लिक करें।

आपका चयन सहेजा गया है और यह सभी टिकर में आपके साथ रहता है।

संस्थागत मालिक (13F) 522 फाइलर्स · $7.2B कुल · तिथि अनुसार 30 जून 2026

संस्थान जो अपनी तिमाही SEC फॉर्म 13F में इस स्टॉक को होल्ड करने की रिपोर्ट करते हैं। केवल लॉन्ग पोजीशन; एक ही फाइलर अलग-अलग ऑप्शन लेग्स के लिए दो बार दिखाई दे सकता है। बड़े ऑफसेटिंग पुट/कॉल लेग्स आमतौर पर मार्केट-मेकिंग या हेज्ड इन्वेंट्री को दर्शाते हैं, न कि दिशात्मक विश्वास को।

संस्थागत गतिविधि — Q2 2026 बनाम पिछली तिमाही
नई स्थितियाँ बाहर निकली पोजीशन बढ़ाया घटा हुआ शुद्ध शेयर परिवर्तन
63 (-39 पिछली तिमाही की तुलना में) 120 (+38 पिछली तिमाही की तुलना में) 154 (-29 पिछली तिमाही की तुलना में) 190 (-7 पिछली तिमाही की तुलना में) +18.5M

Q1 2026 की तुलना में। SEC फॉर्म 13F फाइलिंग तिमाही के अंत के 45 दिनों के भीतर देय होती है, साथ ही देर से फाइल करने वालों के लिए एक छोटा बफर भी होता है — उस विंडो के भीतर आने वाली तिमाहियों को सबसे हालिया पूरी तरह से रिपोर्ट की गई जोड़ी के पक्ष में छोड़ दिया जाता है।

संस्था मूल्य शेयर % ट्रैक किए गए 13F का प्रकार
NORGES BANK $804175026 18326687 11.13% शेयर
VANGUARD PORTFOLIO MANAGEMENT LLC $589922325 13443991 8.17% शेयर
VANGUARD CAPITAL MANAGEMENT LLC $557420497 12703293 7.72% शेयर
STATE STREET CORP $411958428 9388296 5.70% शेयर
CANADA PENSION PLAN INVESTMENT BOARD $399575800 9106103 5.53% शेयर
Capital International Investors $369251911 8415039 5.11% शेयर
WELLINGTON MANAGEMENT GROUP LLP $317364557 7232556 4.39% शेयर
VIKING GLOBAL INVESTORS LP $236903556 5398896 3.28% शेयर
THORNBURG INVESTMENT MANAGEMENT INC $225645748 5142337 3.12% शेयर
Diamond Hill Capital Management, LLC (Investment Advisor) $208145614 4743519 2.88% शेयर
GEODE CAPITAL MANAGEMENT, LLC $190733182 4345306 2.64% शेयर
Conifer Management, L.L.C. $184296000 4200000 2.55% शेयर
Castle Hook Partners LP $157947771 3599539 2.19% शेयर
DIMENSIONAL FUND ADVISORS LP $153015876 3487144 2.12% शेयर
BANK OF MONTREAL /CAN/ $150215501 3423325 2.08% शेयर
FMR LLC $108666198 2476440 1.50% शेयर
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94016367 2142579 1.30% शेयर
D. E. Shaw & Co., Inc. $88435006 2015383 1.22% शेयर
ALGEBRIS (UK) LTD $85645508 1957978 1.19% शेयर
VANGUARD FIDUCIARY TRUST CO $79273125 1806589 1.10% शेयर
Alyeska Investment Group, L.P. $59923669 1365626 0.83% शेयर
Qube Research & Technologies Ltd $57899397 1319494 0.80% शेयर
CITADEL ADVISORS LLC $57206707 1303708 0.79% शेयर
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51473390 1173049 0.71% शेयर
ADAGE CAPITAL PARTNERS GP, L.L.C. $50462000 1150000 0.70% शेयर
Woodline Partners LP $47424626 1080780 0.66% शेयर
CI INVESTMENTS INC. $41675469 949760 0.58% शेयर
LAZARD ASSET MANAGEMENT LLC $38797687 884177 0.54% शेयर
RENAISSANCE TECHNOLOGIES LLC $35977212 819900 0.50% शेयर
BRUNI J V & CO /CO $33652845 766929 0.47% शेयर
RHUMBLINE ADVISERS $33448952 762284 0.46% शेयर
Zurich Insurance Group Ltd/FI $33116806 754713 0.46% शेयर
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32898284 749733 0.46% शेयर
VANGUARD ASSET MANAGEMENT, Ltd $31816554 725081 0.44% शेयर
GOLDMAN SACHS GROUP INC $29025128 661466 0.40% शेयर
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28506466 649646 0.39% शेयर
TCW GROUP INC $28491460 649304 0.39% शेयर
Poplar Forest Capital LLC $27439918 526779 0.38% शेयर
MILLENNIUM MANAGEMENT LLC $26820597 611226 0.37% शेयर
Ensign Peak Advisors, Inc $25908288 590435 0.36% शेयर
STOREBRAND ASSET MANAGEMENT AS $25836412 588797 0.36% शेयर
Swiss National Bank $24800976 565200 0.34% शेयर
AMERIPRISE FINANCIAL INC $23222218 529221 0.32% शेयर
TOCQUEVILLE ASSET MANAGEMENT L.P. $22508553 512957 0.31% शेयर
Caisse de depot et placement du Quebec $21193908 482997 0.29% शेयर
COMMUNITY TRUST & INVESTMENT CO $20802977 474088 0.29% शेयर
Prana Capital Management, LP $19562933 445828 0.27% शेयर
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18938940 510346 0.26% शेयर
California Public Employees Retirement System $17782721 405258 0.25% शेयर
Retirement Systems of Alabama $17625323 401671 0.24% शेयर
HSBC HOLDINGS PLC $17303857 395336 0.24% शेयर
Four Tree Island Advisory LLC $16632407 379043 0.23% शेयर
Point72 Asset Management, L.P. $16348064 372563 0.23% शेयर
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15870957 361690 0.22% शेयर
RAYMOND JAMES FINANCIAL INC $15173762 345801 0.21% शेयर
MOORE CAPITAL MANAGEMENT, LP $15156503 345408 0.21% शेयर
BlackRock, Inc. $14964660 341036 0.21% शेयर
Legal & General Group Plc $13862746 315924 0.19% शेयर
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12939861 294892 0.18% शेयर
Livforsakringsbolaget Skandia, Omsesidigt $12637440 288000 0.17% शेयर
Robeco Institutional Asset Management B.V. $12258931 279374 0.17% शेयर
PRINCIPAL FINANCIAL GROUP INC $12108415 275843 0.17% शेयर
Hudson Bay Capital Management LP $11997319 273412 0.17% शेयर
BANK OF AMERICA CORP /DE/ $11615255 264705 0.16% शेयर
Bridgewater Associates, LP $11453689 261023 0.16% शेयर
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11420340 260263 0.16% शेयर
Quantinno Capital Management LP $11357994 258842 0.16% शेयर
ENVESTNET ASSET MANAGEMENT INC $11299160 257501 0.16% शेयर
Swedbank AB $11179089 254765 0.15% शेयर
ALLIANCEBERNSTEIN L.P. $10420785 280808 0.14% शेयर
Philadelphia Financial Management of San Francisco, LLC $9918196 226030 0.14% शेयर
Brandywine Global Investment Management, LLC $9391243 197088 0.13% शेयर
TWO SIGMA INVESTMENTS, LP $9254775 210911 0.13% शेयर
STATE OF WISCONSIN INVESTMENT BOARD $9090356 207164 0.13% शेयर
Squarepoint Ops LLC $8997726 205053 0.12% शेयर
HARRIS ASSOCIATES L P $8371295 190777 0.12% शेयर
New York Life Investment Management LLC $8032058 183046 0.11% शेयर
UBS Group AG $7823058 178283 0.11% शेयर
Cubist Systematic Strategies, LLC $7440336 146521 0.10% शेयर
NEW YORK STATE COMMON RETIREMENT FUND $7296279 166278 0.10% शेयर
Aberdeen Group plc $7286581 166057 0.10% शेयर
OPPENHEIMER ASSET MANAGEMENT INC. $7092807 161641 0.10% शेयर
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7045334 189850 0.10% शेयर
APG Asset Management N.V. $7034348 183281 0.10% शेयर
Y-Intercept (Hong Kong) Ltd $6854012 156199 0.09% शेयर
VANGUARD GROUP INC $6650225 139564 0.09% शेयर
PZENA INVESTMENT MANAGEMENT LLC $6398977 145829 0.09% शेयर
PRUDENTIAL FINANCIAL INC $6385637 145525 0.09% शेयर
BARCLAYS PLC $6269180 142871 0.09% शेयर
MetLife Investment Management, LLC $6205071 141410 0.09% शेयर
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6204149 141389 0.09% शेयर
Quantbot Technologies LP $6116653 139395 0.08% शेयर
Vanguard Global Advisers, LLC $5972112 136101 0.08% शेयर
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5960571 135838 0.08% शेयर
Kintayl Capital LP $5891329 134260 0.08% शेयर
Capital International, Inc./CA/ $5878428 133966 0.08% शेयर
JACOBS LEVY EQUITY MANAGEMENT, INC $5861973 133591 0.08% शेयर
JANE STREET GROUP, LLC $5853416 133396 0.08% शेयर
Nuveen, LLC $5706418 130046 0.08% शेयर
CONTINENTAL ADVISORS LLC $5430852 123766 0.08% शेयर

कंपनी के अंदरूनी सूत्र 25 इनसाइडर्स · 7 अधिकारी · 7 निदेशक

अंदरूनी भूमिका अंतिम गतिविधि शेयरों का स्वामित्व खरीद 12m बिक्री 12m नेट 12m
Anders Malmstrom Senior EVP & CFO 22 मार्च 2021 F 118789 0 0 $0
Jeffrey J Hurd Chief Operating Officer 17 अगस्त 2026 M 65019 0 12 $-2095698
Jose Ramon Gonzalez Chief Legal Officer 3 दिसमबर 2024 A 74444 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer 15 मार्च 2021 S 63255 0 0 $0
Kermitt Brooks Senior EVP 16 मार्च 2020 A 15392 0 0 $0
Andrea Nitzan SVP, CAO and Controller 11 जून 2018 A 8260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management 11 जून 2018 A 29302 0 0 $0
Arlene Isaacs-Lowe निदेशक 22 मई 2024 A 16120 0 0 $0
Francis Hondal निदेशक 22 मई 2024 A 21394 0 0 $0
George Stansfield निदेशक 22 मई 2024 A 35434 0 0 $0
Daniel G Kaye निदेशक 22 मई 2024 A 58063 0 0 $0
Joan M Lammtennant निदेशक 22 मई 2024 A 42463 0 0 $0
Kristi Ann Matus निदेशक 24 मार्च 2023 S 0 0 0 $0
Ramon De Oliveira निदेशक 20 मई 2021 A 56695 0 0 $0
Equitable Holdings, Inc. 10% मालिक 14 मई 2021 J 170121745 0 0 $0
AXA 10% मालिक 10 दिसमबर 2019 S 44162500 0 0 $0
Craig C Mackay 11 अगस्त 2026 S 18999 0 1 $-112992
Kurt Meyers 10 अगस्त 2026 A 35286 0 0 $0
Robin M Raju 10 अगस्त 2026 A 186501 0 0 $0
Seth P Bernstein 10 अगस्त 2026 A 55970 0 0 $0
William James Eckert IV 10 अगस्त 2026 A 8467 0 2 $-309423
Mark Pearson 10 अगस्त 2026 A 754761 0 3 $-3724743
Nick Lane 10 अगस्त 2026 A 124930 0 0 $0
Charles G.T. Stonehill 6 अगस्त 2026 S 34357 0 1 $-386550
Bertram L Scott 6 अगस्त 2026 S 26465 0 3 $-311300

SEC फॉर्म 3/4/5 फाइलिंग से अंदरूनी सूत्र; नेट = केवल ओपन-मार्केट P/S

कार्यकर्ता और 5%+ मालिक 2 होल्डिंग्स

जिन निवेशकों ने SEC शेड्यूल 13D दाखिल किया है — जारीकर्ता को प्रभावित करने के इरादे से 5% से अधिक लाभकारी स्वामित्व (कार्यकर्ता दांव, बोर्ड अभियान, M&A)। प्रत्येक पंक्ति उस फाइलर की स्थिति की सबसे हालिया ज्ञात स्थिति दिखाती है।

फाइलर दाखिल किया दांव स्थिति उद्देश्य फाइलिंग
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 फाइलिंग 14 जुलाई 2025 68.17% संशोधन SEC
AXA S.A., AXA Assurances I.A.R.D. Mutuelle, AXA Assurances Vie Mutuelle, AXA Equitable Holdings, Inc., Alpha Units Holdings, Inc., AXA-IM HOLDING U.S. INC., AXA Equitable Financial Services, LLC, MONY Life Insurance Company of America ×4 फाइलिंग 25 मार्च 2019 प्रारंभिक फाइलिंग पूंजी संरचना SEC

Purpose is an automated classification of the filer's own stated purpose (SEC Item 4) — not investment advice. "—" means no clear purpose was stated or the text could not be classified.

ईटीएफ स्वामित्व 109 ETFs द्वारा धारित

वजन केवल प्रत्यक्ष इक्विटी होल्डिंग्स (N-PORT) को दर्शाता है; लीवरेज्ड या डेरिवेटिव-आधारित फंड में अतिरिक्त स्वैप एक्सपोजर हो सकता है जो नहीं दिखाया गया है।

फंड भार इकाइयाँ तिथि अनुसार स्रोत
PGF · Invesco Exchange-Traded Fund Trust 1.56% 572618 20 अगस्त 2026 दैनिक
NUMG · Nushares ETF Trust 1.55% 129841 NS 30 अप्रैल 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1.17% 310000 20 अगस्त 2026 दैनिक
PRAY · FIS Trust 1.03% 20079 NS 31 मई 2026 N-PORT
BRCE · MFS Active Exchange Traded Funds Tr… 0.94% 7526 NS 31 मई 2026 N-PORT
ARB · AltShares Trust 0.86% 21387 NS 31 मई 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.77% 1593738 20 अगस्त 2026 दैनिक
GSY · Invesco Actively Managed Exchange-T… 0.75% 29557000 20 अगस्त 2026 दैनिक
NUMV · Nushares ETF Trust 0.72% 73278 NS 30 अप्रैल 2026 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0.60% 375 NS 30 जून 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.58% 155324 SH 20 अगस्त 2026 दैनिक
IQSM · New York Life Investments ETF Trust 0.50% 37541 NS 30 अप्रैल 2026 N-PORT
MIDE · DBX ETF Trust 0.47% 382 NS 29 मई 2026 N-PORT
ISCV · iShares Trust 0.43% 60277 SH 20 अगस्त 2026 दैनिक
PFF · iShares Trust 0.37% 2691178 SH 20 अगस्त 2026 दैनिक
IVOV · VANGUARD ADMIRAL FUNDS 0.37% 125734 SH 19 अगस्त 2026 दैनिक
PTMC · Pacer Funds Trust 0.35% 32553 NS 30 अप्रैल 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.34% 454860 SH 19 अगस्त 2026 दैनिक
BKMC · BNY Mellon ETF Trust 0.33% 48280 NS 30 अप्रैल 2026 N-PORT
SMDX · Tidal Trust III 0.32% 9600 NS 30 अप्रैल 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0.31% 133334 SH 19 अगस्त 2026 दैनिक
ESML · iShares Trust 0.30% 178533 SH 20 अगस्त 2026 दैनिक
VBR · VANGUARD INDEX FUNDS 0.26% 4099670 SH 19 अगस्त 2026 दैनिक
PFIG · Invesco Exchange-Traded Fund Trust … 0.26% 300000 20 अगस्त 2026 दैनिक
MVV · ProShares Trust 0.25% 9790 NS 31 मई 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0.24% 4692 NS 30 अप्रैल 2026 N-PORT
DFVE · DoubleLine ETF Trust 0.22% 1641 NS 30 जून 2026 N-PORT
NULG · Nushares ETF Trust 0.22% 137181 NS 30 अप्रैल 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0.22% 765495 NS 31 मई 2026 N-PORT
IWP · iShares Trust 0.21% 864682 SH 20 अगस्त 2026 दैनिक
IYF · iShares Trust 0.21% 178521 SH 20 अगस्त 2026 दैनिक
ISCB · iShares Trust 0.21% 12003 SH 20 अगस्त 2026 दैनिक
IYG · iShares Trust 0.18% 80205 SH 20 अगस्त 2026 दैनिक
VRP · Invesco Exchange-Traded Fund Trust … 0.18% 5253000 20 अगस्त 2026 दैनिक
UMDD · ProShares Trust 0.18% 1367 NS 31 मई 2026 N-PORT
SMMD · iShares Trust 0.17% 128797 SH 20 अगस्त 2026 दैनिक
VB · VANGUARD INDEX FUNDS 0.15% 6458916 SH 19 अगस्त 2026 दैनिक
FNCL · FIDELITY COVINGTON TRUST 0.14% 75779 NS 30 अप्रैल 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0.14% 3230157 SH 19 अगस्त 2026 दैनिक
VFH · VANGUARD WORLD FUND 0.14% 458669 SH 19 अगस्त 2026 दैनिक
WSML · iShares Trust 0.13% 17101 SH 20 अगस्त 2026 दैनिक
AVSU · AMERICAN CENTURY ETF TRUST 0.10% 11734 NS 31 मई 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0.09% 9310 NS 31 मई 2026 N-PORT
IWR · iShares Trust 0.09% 1056019 SH 20 अगस्त 2026 दैनिक
DGRO · iShares Trust 0.07% 598720 SH 20 अगस्त 2026 दैनिक
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 11224 SH 20 अगस्त 2026 दैनिक
DFSU · Dimensional ETF Trust 0.06% 29190 NS 30 अप्रैल 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0.06% 10644 NS 31 मई 2026 N-PORT
IWS · iShares Trust 0.06% 179360 SH 20 अगस्त 2026 दैनिक
VYM · VANGUARD WHITEHALL FUNDS 0.05% 1117014 SH 19 अगस्त 2026 दैनिक