EQH Equitable Holdings, Inc. Common Stock

NYSE · Financial Services · Lihat di SEC EDGAR ↗
$49,25
Harga · Agu 21, 2026
Fundamental per Agu 6, 2026

Tentang Equitable Holdings, Inc. Common Stock Tinjauan perusahaan dari Wikipedia

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

Baca selengkapnya

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.

Sumber: Wikipedia (English), CC BY-SA 4.0 · Lihat di Wikipedia ↗

Wikidata ↗

EQH Cuplikan Saham Harga, kapitalisasi pasar, P/E, EPS, ROE, utang/ekuitas, kisaran 52 minggu

Harga
$49.25
Kapitalisasi Pasar
P/E (TTM)
-9.9
EPS (TTM)
$-4.83
Pendapatan (TTM)
$11.66B
Imbal Hasil Dividen
ROE
D/E Utang/Ekuitas
Rentang 52M
$35 – $55

EQH Grafik Harga Saham OHLCV harian dengan indikator teknis — geser, perbesar, dan sesuaikan tampilan Anda

Kinerja 10 Tahun Tren Pendapatan, laba bersih, margin, dan EPS

Pendapatan & Laba Bersih $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
Arus Kas Bebas
Margin

Valuasi Rasio P/E, P/S, P/B, EV/EBITDA — apakah sahamnya mahal atau murah?

Metrik
Tren 5 Tahun
EQH
Median Rekan
P/E (TTM)
5-point trend, -219.7%
-9.9
31.6

Profitabilitas Margin kotor, operasional, dan bersih; ROE, ROA, ROIC

Metrik
Tren 5 Tahun
EQH
Median Rekan

Kesehatan Keuangan Utang, likuiditas, solvabilitas — kekuatan neraca

Metrik
Tren 5 Tahun
EQH
Median Rekan

Pertumbuhan Pertumbuhan Pendapatan, EPS, dan Laba Bersih: YoY, CAGR 3T, CAGR 5T

Metrik
Tren 5 Tahun
EQH
Median Rekan
Revenue YoY (Pendapatan YoY)
5-point trend, +53.2%
-6.1%
Revenue CAGR 3Y (CAGR Pendapatan 3T)
5-point trend, +53.2%
-2.6%
Revenue CAGR 5Y (CAGR Pendapatan 5T)
5-point trend, +53.2%
-1.2%
EPS YoY
5-point trend, -221.4%
7.9%
Net Income YoY (Laba Bersih YoY)
5-point trend, -178.6%
-0.23%

Metrik Per Saham EPS, nilai buku per saham, arus kas per saham, dividen per saham

Metrik
Tren 5 Tahun
EQH
Median Rekan
EPS (Diluted)
5-point trend, -221.4%
$-4.83

Efisiensi Modal Perputaran aset, perputaran persediaan, perputaran piutang

Metrik
Tren 5 Tahun
EQH
Median Rekan

Dividen Yield, rasio pembayaran, riwayat dividen, CAGR 5 tahun

Imbal Hasil Dividen
Rasio Pembayaran Dividen
CAGR Dividen 5T
Tanggal ex-dividenJumlah
3 Agu 2026$0,3000
1 Juni 2026$0,3000
4 Maret 2026$0,2700
24 Nov. 2025$0,2700
5 Agu 2025$0,2700
2 Juni 2025$0,2700
5 Maret 2025$0,2400
26 Nov. 2024$0,2400
6 Agu 2024$0,2400
3 Juni 2024$0,2400
23 Feb. 2024$0,2200
24 Nov. 2023$0,2200
4 Agu 2023$0,2200
2 Juni 2023$0,2200
24 Feb. 2023$0,2000
25 Nov. 2022$0,2000
5 Agu 2022$0,2000
26 Mei 2022$0,2000
25 Feb. 2022$0,1800
26 Nov. 2021$0,1800

EQH Konsensus Analis Opini analis bullish dan bearish, target harga 12 bulan, potensi kenaikan

BELI 18 analis
  • Beli Kuat 5 27,8%
  • Beli 12 66,7%
  • Tahan 1 5,6%
  • Jual 0 0,0%
  • Jual Kuat 0 0,0%

Target Harga 12 Bulan

11 analis · 2026-08-20
Target median $62.00 +25,9%
Target rata-rata $61.91 +25,7%

Riwayat Pendapatan EPS aktual vs perkiraan, kejutan %, tingkat keberhasilan, tanggal pendapatan berikutnya

Kejutan Rata-rata
-0.09%
Periode EPS Aktual EPS Estimasi Kejutan
30 Juni 2026 $1.70 $1.68 0.02%
31 Maret 2026 $1.62 $1.63 -0.01%
31 Des. 2025 $1.73 $1.77 -0.04%
30 Sep. 2025 $1.48 $1.63 -0.15%
30 Juni 2025 $1.10 $1.30 -0.20%
31 Maret 2025 $1.30 $1.49 -0.19%

Perbandingan rekan (sub-industri GICS) Metrik utama vs rekan sektor

Ticker Kapitalisasi Pasar P/E Pendapatan YoY Margin Bersih ROE Margin Kotor
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

Fundamental Lengkap Semua metrik per tahun — laporan laba rugi, neraca, arus kas

Laporan Laba Rugi 10
Data Laporan Laba Rugi Tahunan untuk EQH
Metrik Tren 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
Neraca 15
Data Neraca Tahunan untuk EQH
Metrik Tren 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 ·
Arus Kas 12
Data Arus Kas Tahunan untuk EQH
Metrik Tren 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
Profitabilitas 4
Data Profitabilitas Tahunan untuk EQH
Metrik Tren 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% · ·
Likuiditas & Solvabilitas 2
Data Likuiditas & Solvabilitas Tahunan untuk EQH
Metrik Tren 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 · · · · · ·
Efisiensi 1
Data Efisiensi Tahunan untuk EQH
Metrik Tren 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -21.9% · 0.0 0.0 0.1 0.0 0.0 0.0 0.1 · ·
Per Saham 6
Data Per Saham Tahunan untuk EQH
Metrik Tren 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 · ·
Tingkat Pertumbuhan 8
Data Tingkat Pertumbuhan Tahunan untuk EQH
Metrik Tren 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% · · · · · · · · ·
Valuasi (TTM) 14
Data Valuasi (TTM) Tahunan untuk EQH
Metrik Tren 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 · ·

Laporan Keuangan Laporan laba rugi, neraca, arus kas — tahunan, 5 tahun terakhir

Laporan Laba Rugi
2025-12-312024-12-312024-09-302024-06-302024-03-31
Pendapatan $11.66B$12.43B
Laba Bersih $-1.38B$1.28B
EPS Dilusian $-4.83$3.69
Neraca
2025-12-312024-12-312024-09-302024-06-302024-03-31
Utang / Ekuitas 2.4

Berita Terbaru Berita utama terbaru yang menyebutkan perusahaan ini

Metrik Saya Daftar pantauan pribadi Anda — baris yang dipilih dari Fundamental Lengkap

📊

Pilih metrik yang penting bagi Anda — klik ➕ di sebelah baris mana pun di Fundamental Lengkap di atas.

Pilihan Anda disimpan dan mengikuti Anda di semua ticker.

Pemilik institusional (13F) 521 pengaju · $7.2B total · Per tanggal 30 Juni 2026

Institusi yang melaporkan kepemilikan saham ini dalam SEC Form 13F triwulanan mereka. Hanya posisi panjang; satu pengaju dapat muncul dua kali untuk leg opsi terpisah. Kaki put/call offset yang besar biasanya mencerminkan pembuatan pasar atau inventaris yang dilindungi, bukan keyakinan arah.

Aktivitas institusional — Q2 2026 vs kuartal sebelumnya
Posisi baru Posisi yang keluar Meningkat Menurun Perubahan bersih saham
63 (-39 vs Kuartal sebelumnya) 120 (+38 vs Kuartal sebelumnya) 154 (-29 vs Kuartal sebelumnya) 190 (-7 vs Kuartal sebelumnya) +18.5M

Dibandingkan dengan Q1 2026. Pengajuan Formulir 13F SEC jatuh tempo dalam waktu 45 hari setelah akhir kuartal ditambah kelonggaran singkat untuk pengaju terlambat — kuartal yang masih dalam jangka waktu tersebut dilewati demi pasangan terakhir yang dilaporkan sepenuhnya.

Institusi Nilai Saham % dari 13F yang dilacak Tipe
NORGES BANK $804.175.026 18.326.687 11,13% Saham
VANGUARD PORTFOLIO MANAGEMENT LLC $589.922.325 13.443.991 8,17% Saham
VANGUARD CAPITAL MANAGEMENT LLC $557.420.497 12.703.293 7,72% Saham
STATE STREET CORP $411.958.428 9.388.296 5,70% Saham
CANADA PENSION PLAN INVESTMENT BOARD $399.575.800 9.106.103 5,53% Saham
Capital International Investors $369.251.911 8.415.039 5,11% Saham
WELLINGTON MANAGEMENT GROUP LLP $317.364.557 7.232.556 4,39% Saham
VIKING GLOBAL INVESTORS LP $236.903.556 5.398.896 3,28% Saham
THORNBURG INVESTMENT MANAGEMENT INC $225.645.748 5.142.337 3,12% Saham
Diamond Hill Capital Management, LLC (Investment Advisor) $208.145.614 4.743.519 2,88% Saham
GEODE CAPITAL MANAGEMENT, LLC $190.733.182 4.345.306 2,64% Saham
Conifer Management, L.L.C. $184.296.000 4.200.000 2,55% Saham
Castle Hook Partners LP $157.947.771 3.599.539 2,19% Saham
DIMENSIONAL FUND ADVISORS LP $153.015.876 3.487.144 2,12% Saham
BANK OF MONTREAL /CAN/ $150.215.501 3.423.325 2,08% Saham
FMR LLC $108.666.198 2.476.440 1,50% Saham
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94.016.367 2.142.579 1,30% Saham
D. E. Shaw & Co., Inc. $88.435.006 2.015.383 1,22% Saham
ALGEBRIS (UK) LTD $85.645.508 1.957.978 1,19% Saham
VANGUARD FIDUCIARY TRUST CO $79.273.125 1.806.589 1,10% Saham
Alyeska Investment Group, L.P. $59.923.669 1.365.626 0,83% Saham
Qube Research & Technologies Ltd $57.899.397 1.319.494 0,80% Saham
CITADEL ADVISORS LLC $57.206.707 1.303.708 0,79% Saham
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51.473.390 1.173.049 0,71% Saham
ADAGE CAPITAL PARTNERS GP, L.L.C. $50.462.000 1.150.000 0,70% Saham
Woodline Partners LP $47.424.626 1.080.780 0,66% Saham
CI INVESTMENTS INC. $41.675.469 949.760 0,58% Saham
LAZARD ASSET MANAGEMENT LLC $38.797.687 884.177 0,54% Saham
RENAISSANCE TECHNOLOGIES LLC $35.977.212 819.900 0,50% Saham
BRUNI J V & CO /CO $33.652.845 766.929 0,47% Saham
RHUMBLINE ADVISERS $33.448.952 762.284 0,46% Saham
Zurich Insurance Group Ltd/FI $33.116.806 754.713 0,46% Saham
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32.898.284 749.733 0,46% Saham
VANGUARD ASSET MANAGEMENT, Ltd $31.816.554 725.081 0,44% Saham
GOLDMAN SACHS GROUP INC $29.025.128 661.466 0,40% Saham
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28.506.466 649.646 0,39% Saham
TCW GROUP INC $28.491.460 649.304 0,39% Saham
Poplar Forest Capital LLC $27.439.918 526.779 0,38% Saham
MILLENNIUM MANAGEMENT LLC $26.820.597 611.226 0,37% Saham
Ensign Peak Advisors, Inc $25.908.288 590.435 0,36% Saham
STOREBRAND ASSET MANAGEMENT AS $25.836.412 588.797 0,36% Saham
Swiss National Bank $24.800.976 565.200 0,34% Saham
AMERIPRISE FINANCIAL INC $23.222.218 529.221 0,32% Saham
TOCQUEVILLE ASSET MANAGEMENT L.P. $22.508.553 512.957 0,31% Saham
Caisse de depot et placement du Quebec $21.193.908 482.997 0,29% Saham
COMMUNITY TRUST & INVESTMENT CO $20.802.977 474.088 0,29% Saham
Prana Capital Management, LP $19.562.933 445.828 0,27% Saham
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18.938.940 510.346 0,26% Saham
California Public Employees Retirement System $17.782.721 405.258 0,25% Saham
Retirement Systems of Alabama $17.625.323 401.671 0,24% Saham
HSBC HOLDINGS PLC $17.303.857 395.336 0,24% Saham
Four Tree Island Advisory LLC $16.632.407 379.043 0,23% Saham
Point72 Asset Management, L.P. $16.348.064 372.563 0,23% Saham
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15.870.957 361.690 0,22% Saham
RAYMOND JAMES FINANCIAL INC $15.173.762 345.801 0,21% Saham
MOORE CAPITAL MANAGEMENT, LP $15.156.503 345.408 0,21% Saham
BlackRock, Inc. $14.964.660 341.036 0,21% Saham
Legal & General Group Plc $13.862.746 315.924 0,19% Saham
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12.939.861 294.892 0,18% Saham
Livforsakringsbolaget Skandia, Omsesidigt $12.637.440 288.000 0,17% Saham
Robeco Institutional Asset Management B.V. $12.258.931 279.374 0,17% Saham
PRINCIPAL FINANCIAL GROUP INC $12.108.415 275.843 0,17% Saham
Hudson Bay Capital Management LP $11.997.319 273.412 0,17% Saham
BANK OF AMERICA CORP /DE/ $11.615.255 264.705 0,16% Saham
Bridgewater Associates, LP $11.453.689 261.023 0,16% Saham
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11.420.340 260.263 0,16% Saham
Quantinno Capital Management LP $11.357.994 258.842 0,16% Saham
ENVESTNET ASSET MANAGEMENT INC $11.299.160 257.501 0,16% Saham
Swedbank AB $11.179.089 254.765 0,15% Saham
ALLIANCEBERNSTEIN L.P. $10.420.785 280.808 0,14% Saham
Philadelphia Financial Management of San Francisco, LLC $9.918.196 226.030 0,14% Saham
Brandywine Global Investment Management, LLC $9.391.243 197.088 0,13% Saham
TWO SIGMA INVESTMENTS, LP $9.254.775 210.911 0,13% Saham
STATE OF WISCONSIN INVESTMENT BOARD $9.090.356 207.164 0,13% Saham
Squarepoint Ops LLC $8.997.726 205.053 0,12% Saham
HARRIS ASSOCIATES L P $8.371.295 190.777 0,12% Saham
New York Life Investment Management LLC $8.032.058 183.046 0,11% Saham
UBS Group AG $7.823.058 178.283 0,11% Saham
Cubist Systematic Strategies, LLC $7.440.336 146.521 0,10% Saham
NEW YORK STATE COMMON RETIREMENT FUND $7.296.279 166.278 0,10% Saham
Aberdeen Group plc $7.286.581 166.057 0,10% Saham
OPPENHEIMER ASSET MANAGEMENT INC. $7.092.807 161.641 0,10% Saham
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7.045.334 189.850 0,10% Saham
APG Asset Management N.V. $7.034.348 183.281 0,10% Saham
Y-Intercept (Hong Kong) Ltd $6.854.012 156.199 0,09% Saham
VANGUARD GROUP INC $6.650.225 139.564 0,09% Saham
PZENA INVESTMENT MANAGEMENT LLC $6.398.977 145.829 0,09% Saham
PRUDENTIAL FINANCIAL INC $6.385.637 145.525 0,09% Saham
BARCLAYS PLC $6.269.180 142.871 0,09% Saham
MetLife Investment Management, LLC $6.205.071 141.410 0,09% Saham
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6.204.149 141.389 0,09% Saham
Quantbot Technologies LP $6.116.653 139.395 0,08% Saham
Vanguard Global Advisers, LLC $5.972.112 136.101 0,08% Saham
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5.960.571 135.838 0,08% Saham
Kintayl Capital LP $5.891.329 134.260 0,08% Saham
Capital International, Inc./CA/ $5.878.428 133.966 0,08% Saham
JACOBS LEVY EQUITY MANAGEMENT, INC $5.861.973 133.591 0,08% Saham
JANE STREET GROUP, LLC $5.853.416 133.396 0,08% Saham
Nuveen, LLC $5.706.418 130.046 0,08% Saham
CONTINENTAL ADVISORS LLC $5.430.852 123.766 0,08% Saham

Orang dalam perusahaan 25 orang dalam · 7 pejabat · 7 direktur

Orang Dalam Peran Aktivitas terakhir Saham dimiliki Beli 12m Jual 12m Bersih 12m
Anders Malmstrom Senior EVP & CFO 22 Maret 2021 F 118.789 0 0 $0
Jeffrey J Hurd Chief Operating Officer 17 Agu 2026 M 65.019 0 12 $-2.095.698
Jose Ramon Gonzalez Chief Legal Officer 3 Des. 2024 A 74.444 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer 15 Maret 2021 S 63.255 0 0 $0
Kermitt Brooks Senior EVP 16 Maret 2020 A 15.392 0 0 $0
Andrea Nitzan SVP, CAO and Controller 11 Juni 2018 A 8.260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management 11 Juni 2018 A 29.302 0 0 $0
Arlene Isaacs-Lowe Direktur 22 Mei 2024 A 16.120 0 0 $0
Francis Hondal Direktur 22 Mei 2024 A 21.394 0 0 $0
George Stansfield Direktur 22 Mei 2024 A 35.434 0 0 $0
Daniel G Kaye Direktur 22 Mei 2024 A 58.063 0 0 $0
Joan M Lammtennant Direktur 22 Mei 2024 A 42.463 0 0 $0
Kristi Ann Matus Direktur 24 Maret 2023 S 0 0 0 $0
Ramon De Oliveira Direktur 20 Mei 2021 A 56.695 0 0 $0
Equitable Holdings, Inc. Pemilik 10% 14 Mei 2021 J 170.121.745 0 0 $0
AXA Pemilik 10% 10 Des. 2019 S 44.162.500 0 0 $0
Craig C Mackay 11 Agu 2026 S 18.999 0 1 $-112.992
Kurt Meyers 10 Agu 2026 A 35.286 0 0 $0
Robin M Raju 10 Agu 2026 A 186.501 0 0 $0
Seth P Bernstein 10 Agu 2026 A 55.970 0 0 $0
William James Eckert IV 10 Agu 2026 A 8.467 0 2 $-309.423
Mark Pearson 10 Agu 2026 A 754.761 0 3 $-3.724.743
Nick Lane 10 Agu 2026 A 124.930 0 0 $0
Charles G.T. Stonehill 6 Agu 2026 S 34.357 0 1 $-386.550
Bertram L Scott 6 Agu 2026 S 26.465 0 3 $-311.300

Orang dalam dari pengajuan SEC Form 3/4/5; bersih = hanya P/S pasar terbuka

Aktivis & pemilik 5%+ 2 saham

Investor yang mengajukan Jadwal 13D SEC — kepemilikan manfaat di atas 5% dengan niat untuk memengaruhi penerbit (kepemilikan aktivis, kampanye dewan, M&A). Setiap baris menunjukkan status terbaru yang diketahui dari posisi pengaju tersebut.

Pengaju Diajukan Kepemilikan Status Tujuan Pengajuan
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 pengajuan 14 Juli 2025 68,17% Amandemen 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 pengajuan 25 Maret 2019 Pengajuan awal Struktur modal 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.

Kepemilikan ETF Dimiliki oleh 111 ETF

Bobot mencerminkan kepemilikan ekuitas langsung (N-PORT) saja; dana berbasis leverage atau derivatif mungkin memiliki eksposur swap tambahan yang tidak ditampilkan.

Dana Bobot Unit Per tanggal Sumber
PGF · Invesco Exchange-Traded Fund Trust 1,56% 572.618 21 Agu 2026 Harian
NUMG · Nushares ETF Trust 1,55% 129.841 NS 30 April 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1,17% 310.000 21 Agu 2026 Harian
PRAY · FIS Trust 1,03% 20.079 NS 31 Mei 2026 N-PORT
BRCE · MFS Active Exchange Traded Funds Tr… 0,94% 7.526 NS 31 Mei 2026 N-PORT
ARB · AltShares Trust 0,86% 21.387 NS 31 Mei 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0,77% 1.593.738 21 Agu 2026 Harian
GSY · Invesco Actively Managed Exchange-T… 0,75% 29.557.000 21 Agu 2026 Harian
NUMV · Nushares ETF Trust 0,72% 73.278 NS 30 April 2026 N-PORT
HWSM · HOTCHKIS & WILEY FUNDS /DE/ 0,60% 375 NS 30 Juni 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,57% 155.713 SH 21 Agu 2026 Harian
IQSM · New York Life Investments ETF Trust 0,50% 37.541 NS 30 April 2026 N-PORT
MIDE · DBX ETF Trust 0,47% 382 NS 29 Mei 2026 N-PORT
ISCV · iShares Trust 0,42% 60.277 SH 21 Agu 2026 Harian
PFF · iShares Trust 0,37% 2.691.178 SH 21 Agu 2026 Harian
IVOV · VANGUARD ADMIRAL FUNDS 0,37% 125.734 SH 19 Agu 2026 Harian
PTMC · Pacer Funds Trust 0,35% 32.553 NS 30 April 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,34% 454.860 SH 19 Agu 2026 Harian
BKMC · BNY Mellon ETF Trust 0,33% 48.280 NS 30 April 2026 N-PORT
SMDX · Tidal Trust III 0,32% 9.600 NS 30 April 2026 N-PORT
IVOG · VANGUARD ADMIRAL FUNDS 0,31% 133.334 SH 19 Agu 2026 Harian
ESML · iShares Trust 0,30% 178.533 SH 21 Agu 2026 Harian
VBR · VANGUARD INDEX FUNDS 0,26% 4.099.670 SH 19 Agu 2026 Harian
PFIG · Invesco Exchange-Traded Fund Trust … 0,26% 300.000 21 Agu 2026 Harian
MVV · ProShares Trust 0,25% 9.790 NS 31 Mei 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,24% 4.692 NS 30 April 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,22% 1.641 NS 30 Juni 2026 N-PORT
NULG · Nushares ETF Trust 0,22% 137.181 NS 30 April 2026 N-PORT
SCHM · SCHWAB STRATEGIC TRUST 0,22% 765.495 NS 31 Mei 2026 N-PORT
IWP · iShares Trust 0,21% 864.682 SH 21 Agu 2026 Harian
IYF · iShares Trust 0,21% 178.521 SH 21 Agu 2026 Harian
ISCB · iShares Trust 0,20% 12.003 SH 21 Agu 2026 Harian
VRP · Invesco Exchange-Traded Fund Trust … 0,18% 5.253.000 21 Agu 2026 Harian
IYG · iShares Trust 0,18% 80.205 SH 21 Agu 2026 Harian
UMDD · ProShares Trust 0,18% 1.367 NS 31 Mei 2026 N-PORT
SMMD · iShares Trust 0,16% 128.797 SH 21 Agu 2026 Harian
VB · VANGUARD INDEX FUNDS 0,15% 6.458.916 SH 19 Agu 2026 Harian
FNCL · FIDELITY COVINGTON TRUST 0,14% 75.779 NS 30 April 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,14% 3.230.157 SH 19 Agu 2026 Harian
VFH · VANGUARD WORLD FUND 0,14% 458.669 SH 19 Agu 2026 Harian
WSML · iShares Trust 0,12% 17.101 SH 21 Agu 2026 Harian
CVMC · Morgan Stanley ETF Trust 0,11% 2.515 NS 30 Juni 2026 N-PORT
AVSU · AMERICAN CENTURY ETF TRUST 0,10% 11.734 NS 31 Mei 2026 N-PORT
AVMC · AMERICAN CENTURY ETF TRUST 0,09% 9.310 NS 31 Mei 2026 N-PORT
IWR · iShares Trust 0,09% 1.056.019 SH 21 Agu 2026 Harian
DGRO · iShares Trust 0,07% 598.720 SH 21 Agu 2026 Harian
EQAL · Invesco Exchange-Traded Fund Trust … 0,06% 11.224 SH 21 Agu 2026 Harian
DFSU · Dimensional ETF Trust 0,06% 29.190 NS 30 April 2026 N-PORT
MSSM · MORGAN STANLEY PATHWAY FUNDS 0,06% 10.644 NS 31 Mei 2026 N-PORT
IWS · iShares Trust 0,06% 179.360 SH 21 Agu 2026 Harian