EQH Equitable Holdings, Inc. Common Stock

NYSE · Financial Services · SEC EDGAR에서 보기 ↗
$51.49
가격 · 8월 18, 2026
기준 재무 정보 8월 6, 2026

Equitable Holdings, Inc. Common Stock 정보 위키백과 회사 개요

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

더 보기

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.

출처: 위키백과 (영어), CC BY-SA 4.0 · 위키백과에서 보기 ↗

Wikidata ↗

EQH 주식 스냅샷 가격, 시가총액, P/E, EPS, ROE, 부채/자본, 52주 범위

가격
$51.49
시가총액
P/E (TTM)
-9.9
EPS (TTM)
$-4.83
매출 (TTM)
$11.66B
배당 수익률
ROE
부채/자본
52주 범위
$35 – $55

EQH 주가 차트 기술 지표가 포함된 일일 OHLCV — 팬, 확대/축소 및 보기 사용자 정의

10년 성과 매출, 순이익, 마진 및 EPS 추세

매출 및 순이익 $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
잉여현금흐름
마진

가치 평가 P/E, P/S, P/B, EV/EBITDA 비율 — 주식이 비싼가요, 싼가요?

지표
5년 추세
EQH
동종업계 중앙값
P/E (TTM)
5-point trend, -219.7%
-9.9
31.6

수익성 총, 영업 및 순이익률; ROE, ROA, ROIC

지표
5년 추세
EQH
동종업계 중앙값

재무 건전성 부채, 유동성, 지급능력 — 대차대조표 건전성

지표
5년 추세
EQH
동종업계 중앙값

성장 매출, EPS 및 순이익 성장률: YoY, 3년 CAGR, 5년 CAGR

지표
5년 추세
EQH
동종업계 중앙값
Revenue YoY (매출 YoY)
5-point trend, +53.2%
-6.1%
Revenue CAGR 3Y (매출 CAGR 3년)
5-point trend, +53.2%
-2.6%
Revenue CAGR 5Y (매출 CAGR 5년)
5-point trend, +53.2%
-1.2%
EPS YoY
5-point trend, -221.4%
7.9%
Net Income YoY (순이익 YoY)
5-point trend, -178.6%
-0.23%

주당 지표 EPS, 주당 순자산, 주당 현금 흐름, 주당 배당금

지표
5년 추세
EQH
동종업계 중앙값
EPS (Diluted) (EPS (희석))
5-point trend, -221.4%
$-4.83

자본 효율성 자산 회전율, 재고 회전율, 매출채권 회전율

지표
5년 추세
EQH
동종업계 중앙값

배당금 배당 수익률, 지급 비율, 배당 이력, 5년 CAGR

배당 수익률
지급 비율
5년 배당 CAGR
배당락일금액
2026년 8월 3일$0.3000
2026년 6월 1일$0.3000
2026년 3월 4일$0.2700
2025년 11월 24일$0.2700
2025년 8월 5일$0.2700
2025년 6월 2일$0.2700
2025년 3월 5일$0.2400
2024년 11월 26일$0.2400
2024년 8월 6일$0.2400
2024년 6월 3일$0.2400
2024년 2월 23일$0.2200
2023년 11월 24일$0.2200
2023년 8월 4일$0.2200
2023년 6월 2일$0.2200
2023년 2월 24일$0.2000
2022년 11월 25일$0.2000
2022년 8월 5일$0.2000
2022년 5월 26일$0.2000
2022년 2월 25일$0.1800
2021년 11월 26일$0.1800

EQH 분석가 합의 강세 및 약세 애널리스트 의견, 12개월 목표 주가, 상승 여력

매수 18 명의 애널리스트
  • 적극 매수 5 27.8%
  • 매수 12 66.7%
  • 보유 1 5.6%
  • 매도 0 0.0%
  • 적극 매도 0 0.0%

12개월 목표 주가

11 명의 애널리스트 · 2026-08-13
중앙값 목표 $60.00 +16.5%
평균 목표 $61.55 +19.5%

실적 기록 EPS 실제 vs 예상, 서프라이즈 %, 달성률, 다음 실적 발표일

평균 서프라이즈
-0.09%
기간 EPS Actual EPS 예상 서프라이즈
2026년 6월 30일 $1.70 $1.68 0.02%
2026년 3월 31일 $1.62 $1.63 -0.01%
2025년 12월 31일 $1.73 $1.77 -0.04%
2025년 9월 30일 $1.48 $1.63 -0.15%
2025년 6월 30일 $1.10 $1.30 -0.20%
2025년 3월 31일 $1.30 $1.49 -0.19%

동종 기업 비교(GICS 하위 산업) 주요 지표 대 섹터 동종 기업

티커 시가총액 P/E 매출 YoY 순이익률 ROE 매출 총이익률
EQH -9.9 -6.1%
APO $83.81B 26.1 22.7% 10.9% 17.2%
CRBG -44.4 -1.2%
JXN $7.13B -444.4 104.3% 0.40% 0.27%
VOYA $6.99B 11.8 1.7% 8.0% 14.6%
ALRS $572M 33.1 1.1% 7.8% 3.3%
SOR
NEWT

전체 기본 지표 연도별 모든 지표 — 손익계산서, 대차대조표, 현금흐름

손익계산서 10
EQH의 연간 손익계산서 데이터
지표 추세 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
대차대조표 15
EQH의 연간 대차대조표 데이터
지표 추세 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 ·
현금 흐름 12
EQH의 연간 현금 흐름 데이터
지표 추세 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
수익성 4
EQH의 연간 수익성 데이터
지표 추세 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% · ·
유동성 및 지급능력 2
EQH의 연간 유동성 및 지급능력 데이터
지표 추세 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 · · · · · ·
효율성 1
EQH의 연간 효율성 데이터
지표 추세 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -21.9% · 0.0 0.0 0.1 0.0 0.0 0.0 0.1 · ·
주당 6
EQH의 연간 주당 데이터
지표 추세 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 · ·
성장률 8
EQH의 연간 성장률 데이터
지표 추세 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% · · · · · · · · ·
가치 평가 (TTM) 14
EQH의 연간 가치 평가 (TTM) 데이터
지표 추세 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 · ·

재무제표 손익계산서, 대차대조표, 현금흐름 — 연간, 지난 5년

손익계산서
2025-12-312024-12-312024-09-302024-06-302024-03-31
매출 $11.66B$12.43B
순이익 $-1.38B$1.28B
희석 EPS $-4.83$3.69
대차대조표
2025-12-312024-12-312024-09-302024-06-302024-03-31
부채 / 자기자본 비율 2.4

최신 뉴스 이 회사 관련 최근 헤드라인

나의 지표 나만의 관심 목록 — 전체 기본 재무제표에서 선택한 항목

📊

중요한 지표를 선택하세요 — 위 전체 기본 재무제표의 아무 행 옆에 있는 ➕를 클릭하세요.

선택 항목이 저장되어 모든 티커에서 유지됩니다.

기관 투자자 (13F) 522개의 제출자 · $7.2B 전체 · 기준일 2026년 6월 30일

분기별 SEC 양식 13F에서 이 주식을 보유하고 있다고 보고하는 기관. 롱 포지션만 해당하며, 단일 제출자는 별도의 옵션 레그에 대해 두 번 나타날 수 있습니다. 대규모 상쇄 풋/콜 포지션은 일반적으로 방향성에 대한 확신보다는 시장 조성 또는 헤지된 재고를 반영합니다.

기관 활동 — Q2 2026 대 이전 분기
신규 포지션 청산 포지션 증가함 감소 순주식 변동
64 (-39 이전 분기 대비) 120 (+38 이전 분기 대비) 153 (-28 이전 분기 대비) 189 (-8 이전 분기 대비) +18.3M

Q1 2026 대비 비교. SEC 양식 13F 제출은 분기 말로부터 45일 이내에 마감되며, 지연 제출자를 위한 짧은 유예 기간이 추가됩니다. 해당 기간 내에 있는 분기는 가장 최근에 완전히 보고된 쌍을 선호하여 건너뜁니다.

기관 가치 주식 % 추적된 13F 중 유형
NORGES BANK $804,175,026 18,326,687 11.15% 주식
VANGUARD PORTFOLIO MANAGEMENT LLC $589,922,325 13,443,991 8.18% 주식
VANGUARD CAPITAL MANAGEMENT LLC $557,420,497 12,703,293 7.73% 주식
STATE STREET CORP $411,958,428 9,388,296 5.71% 주식
CANADA PENSION PLAN INVESTMENT BOARD $399,575,800 9,106,103 5.54% 주식
Capital International Investors $369,251,911 8,415,039 5.12% 주식
WELLINGTON MANAGEMENT GROUP LLP $317,364,557 7,232,556 4.40% 주식
VIKING GLOBAL INVESTORS LP $236,903,556 5,398,896 3.29% 주식
THORNBURG INVESTMENT MANAGEMENT INC $225,645,748 5,142,337 3.13% 주식
Diamond Hill Capital Management, LLC (Investment Advisor) $208,145,614 4,743,519 2.89% 주식
GEODE CAPITAL MANAGEMENT, LLC $190,733,182 4,345,306 2.65% 주식
Conifer Management, L.L.C. $184,296,000 4,200,000 2.56% 주식
Castle Hook Partners LP $157,947,771 3,599,539 2.19% 주식
DIMENSIONAL FUND ADVISORS LP $153,015,876 3,487,144 2.12% 주식
BANK OF MONTREAL /CAN/ $150,215,501 3,423,325 2.08% 주식
FMR LLC $108,666,198 2,476,440 1.51% 주식
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94,016,367 2,142,579 1.30% 주식
D. E. Shaw & Co., Inc. $88,435,006 2,015,383 1.23% 주식
ALGEBRIS (UK) LTD $85,645,508 1,957,978 1.19% 주식
VANGUARD FIDUCIARY TRUST CO $79,273,125 1,806,589 1.10% 주식
Alyeska Investment Group, L.P. $59,923,669 1,365,626 0.83% 주식
Qube Research & Technologies Ltd $57,899,397 1,319,494 0.80% 주식
CITADEL ADVISORS LLC $57,206,707 1,303,708 0.79% 주식
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51,473,390 1,173,049 0.71% 주식
ADAGE CAPITAL PARTNERS GP, L.L.C. $50,462,000 1,150,000 0.70% 주식
Woodline Partners LP $47,424,626 1,080,780 0.66% 주식
CI INVESTMENTS INC. $41,675,469 949,760 0.58% 주식
LAZARD ASSET MANAGEMENT LLC $38,797,687 884,177 0.54% 주식
RENAISSANCE TECHNOLOGIES LLC $35,977,212 819,900 0.50% 주식
BRUNI J V & CO /CO $33,652,845 766,929 0.47% 주식
RHUMBLINE ADVISERS $33,448,952 762,284 0.46% 주식
Zurich Insurance Group Ltd/FI $33,116,806 754,713 0.46% 주식
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32,898,284 749,733 0.46% 주식
VANGUARD ASSET MANAGEMENT, Ltd $31,816,554 725,081 0.44% 주식
GOLDMAN SACHS GROUP INC $29,025,128 661,466 0.40% 주식
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28,506,466 649,646 0.40% 주식
TCW GROUP INC $28,491,460 649,304 0.40% 주식
Poplar Forest Capital LLC $27,439,918 526,779 0.38% 주식
MILLENNIUM MANAGEMENT LLC $26,820,597 611,226 0.37% 주식
Ensign Peak Advisors, Inc $25,908,288 590,435 0.36% 주식
STOREBRAND ASSET MANAGEMENT AS $25,836,412 588,797 0.36% 주식
Swiss National Bank $24,800,976 565,200 0.34% 주식
AMERIPRISE FINANCIAL INC $23,222,218 529,221 0.32% 주식
TOCQUEVILLE ASSET MANAGEMENT L.P. $22,508,553 512,957 0.31% 주식
Caisse de depot et placement du Quebec $21,193,908 482,997 0.29% 주식
COMMUNITY TRUST & INVESTMENT CO $20,802,977 474,088 0.29% 주식
Prana Capital Management, LP $19,562,933 445,828 0.27% 주식
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18,938,940 510,346 0.26% 주식
California Public Employees Retirement System $17,782,721 405,258 0.25% 주식
Retirement Systems of Alabama $17,625,323 401,671 0.24% 주식
HSBC HOLDINGS PLC $17,303,857 395,336 0.24% 주식
Four Tree Island Advisory LLC $16,632,407 379,043 0.23% 주식
Point72 Asset Management, L.P. $16,348,064 372,563 0.23% 주식
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15,870,957 361,690 0.22% 주식
RAYMOND JAMES FINANCIAL INC $15,173,762 345,801 0.21% 주식
MOORE CAPITAL MANAGEMENT, LP $15,156,503 345,408 0.21% 주식
BlackRock, Inc. $14,964,660 341,036 0.21% 주식
Legal & General Group Plc $13,862,746 315,924 0.19% 주식
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12,939,861 294,892 0.18% 주식
Robeco Institutional Asset Management B.V. $12,258,931 279,374 0.17% 주식
PRINCIPAL FINANCIAL GROUP INC $12,108,415 275,843 0.17% 주식
Hudson Bay Capital Management LP $11,997,319 273,412 0.17% 주식
BANK OF AMERICA CORP /DE/ $11,615,255 264,705 0.16% 주식
Bridgewater Associates, LP $11,453,689 261,023 0.16% 주식
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11,420,340 260,263 0.16% 주식
Quantinno Capital Management LP $11,357,994 258,842 0.16% 주식
ENVESTNET ASSET MANAGEMENT INC $11,299,160 257,501 0.16% 주식
Swedbank AB $11,179,089 254,765 0.16% 주식
ALLIANCEBERNSTEIN L.P. $10,420,785 280,808 0.14% 주식
Philadelphia Financial Management of San Francisco, LLC $9,918,196 226,030 0.14% 주식
Brandywine Global Investment Management, LLC $9,391,243 197,088 0.13% 주식
TWO SIGMA INVESTMENTS, LP $9,254,775 210,911 0.13% 주식
STATE OF WISCONSIN INVESTMENT BOARD $9,090,356 207,164 0.13% 주식
Squarepoint Ops LLC $8,997,726 205,053 0.12% 주식
HARRIS ASSOCIATES L P $8,371,295 190,777 0.12% 주식
New York Life Investment Management LLC $8,032,058 183,046 0.11% 주식
UBS Group AG $7,823,058 178,283 0.11% 주식
Cubist Systematic Strategies, LLC $7,440,336 146,521 0.10% 주식
NEW YORK STATE COMMON RETIREMENT FUND $7,296,279 166,278 0.10% 주식
Aberdeen Group plc $7,286,581 166,057 0.10% 주식
OPPENHEIMER ASSET MANAGEMENT INC. $7,092,807 161,641 0.10% 주식
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7,045,334 189,850 0.10% 주식
APG Asset Management N.V. $7,034,348 183,281 0.10% 주식
Y-Intercept (Hong Kong) Ltd $6,854,012 156,199 0.10% 주식
VANGUARD GROUP INC $6,650,225 139,564 0.09% 주식
PZENA INVESTMENT MANAGEMENT LLC $6,398,977 145,829 0.09% 주식
PRUDENTIAL FINANCIAL INC $6,385,637 145,525 0.09% 주식
BARCLAYS PLC $6,269,180 142,871 0.09% 주식
MetLife Investment Management, LLC $6,205,071 141,410 0.09% 주식
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6,204,149 141,389 0.09% 주식
Quantbot Technologies LP $6,116,653 139,395 0.08% 주식
Vanguard Global Advisers, LLC $5,972,112 136,101 0.08% 주식
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5,960,571 135,838 0.08% 주식
Kintayl Capital LP $5,891,329 134,260 0.08% 주식
Capital International, Inc./CA/ $5,878,428 133,966 0.08% 주식
JACOBS LEVY EQUITY MANAGEMENT, INC $5,861,973 133,591 0.08% 주식
JANE STREET GROUP, LLC $5,853,416 133,396 0.08% 주식
Nuveen, LLC $5,706,418 130,046 0.08% 주식
CONTINENTAL ADVISORS LLC $5,430,852 123,766 0.08% 주식
Zurcher Kantonalbank (Zurich Cantonalbank) $5,167,440 117,763 0.07% 주식

회사 내부자 25 명의 내부자 · 7 임원 · 7 이사

내부자 역할 마지막 활동 보유 주식 수 매수 12개월 매도 12개월 순매수/매도 12개월
Anders Malmstrom Senior EVP & CFO 2021년 3월 22일 F 118,789 0 0 $0
Jeffrey J Hurd Chief Operating Officer 2026년 8월 17일 M 65,019 0 12 $-2,095,698
Jose Ramon Gonzalez Chief Legal Officer 2024년 12월 3일 A 74,444 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer 2021년 3월 15일 S 63,255 0 0 $0
Kermitt Brooks Senior EVP 2020년 3월 16일 A 15,392 0 0 $0
Andrea Nitzan SVP, CAO and Controller 2018년 6월 11일 A 8,260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management 2018년 6월 11일 A 29,302 0 0 $0
Arlene Isaacs-Lowe 이사 2024년 5월 22일 A 16,120 0 0 $0
Francis Hondal 이사 2024년 5월 22일 A 21,394 0 0 $0
George Stansfield 이사 2024년 5월 22일 A 35,434 0 0 $0
Daniel G Kaye 이사 2024년 5월 22일 A 58,063 0 0 $0
Joan M Lammtennant 이사 2024년 5월 22일 A 42,463 0 0 $0
Kristi Ann Matus 이사 2023년 3월 24일 S 0 0 0 $0
Ramon De Oliveira 이사 2021년 5월 20일 A 56,695 0 0 $0
Equitable Holdings, Inc. 10% 소유주 2021년 5월 14일 J 170,121,745 0 0 $0
AXA 10% 소유주 2019년 12월 10일 S 44,162,500 0 0 $0
Craig C Mackay 2026년 8월 11일 S 18,999 0 1 $-112,992
Kurt Meyers 2026년 8월 10일 A 35,286 0 0 $0
Robin M Raju 2026년 8월 10일 A 186,501 0 0 $0
Seth P Bernstein 2026년 8월 10일 A 55,970 0 0 $0
William James Eckert IV 2026년 8월 10일 A 8,467 0 2 $-309,423
Mark Pearson 2026년 8월 10일 A 754,761 0 3 $-3,724,743
Nick Lane 2026년 8월 10일 A 124,930 0 0 $0
Charles G.T. Stonehill 2026년 8월 6일 S 34,357 0 1 $-386,550
Bertram L Scott 2026년 8월 6일 S 26,465 0 3 $-311,300

SEC 양식 3/4/5 제출 서류 기준 내부자; 순매수/매도는 공개 시장 거래만 해당

행동주의자 및 5% 이상 소유자 2 보유

SEC 서류 13D를 제출한 투자자 — 발행인에 영향을 미치려는 의도로 5% 이상의 실질 소유권(행동주의 지분, 이사회 캠페인, M&A). 각 행은 해당 제출자의 포지션에 대한 가장 최근에 알려진 상태를 보여줍니다.

제출자 제출됨 지분 상태 목적 제출
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 제출 서류 2025년 7월 14일 68.17% 수정본 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 제출 서류 2019년 3월 25일 최초 제출 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.

ETF 보유 현황 106 ETF 보유

가중치는 직접적인 주식 보유(N-PORT)만 반영합니다. 레버리지 또는 파생 상품 기반 펀드는 표시되지 않은 추가 스왑 노출을 보유할 수 있습니다.

펀드 비중 단위 기준일 출처
PGF · Invesco Exchange-Traded Fund Trust 1.58% 573,784 2026년 8월 8일 일간
NUMG · Nushares ETF Trust 1.55% 129,841 NS 2026년 4월 30일 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1.17% 310,000 2026년 8월 8일 일간
BRCE · MFS Active Exchange Traded Funds Tr… 0.94% 7,526 NS 2026년 5월 31일 N-PORT
ARB · AltShares Trust 0.86% 21,387 NS 2026년 5월 31일 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0.78% 1,596,235 2026년 8월 8일 일간
GSY · Invesco Actively Managed Exchange-T… 0.75% 29,557,000 2026년 8월 8일 일간
NUMV · Nushares ETF Trust 0.72% 73,278 NS 2026년 4월 30일 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0.59% 153,432 SH 2026년 8월 8일 일간
VUSB · VANGUARD BOND INDEX FUNDS 0.51% 43,586,000 PA 2026년 8월 8일 일간
IQSM · New York Life Investments ETF Trust 0.50% 37,541 NS 2026년 4월 30일 N-PORT
MIDE · DBX ETF Trust 0.47% 382 NS 2026년 5월 29일 N-PORT
ISCV · iShares Trust 0.45% 60,277 SH 2026년 8월 8일 일간
XJH · iShares Trust 0.43% 35,007 SH 2026년 8월 8일 일간
IJJ · iShares Trust 0.42% 724,048 SH 2026년 8월 8일 일간
IJH · iShares Trust 0.39% 9,431,702 SH 2026년 8월 8일 일간
PFF · iShares Trust 0.38% 2,691,178 SH 2026년 8월 8일 일간
IJK · iShares Trust 0.37% 780,475 SH 2026년 8월 8일 일간
IVOV · VANGUARD ADMIRAL FUNDS 0.37% 125,734 SH 2026년 8월 8일 일간
PTMC · Pacer Funds Trust 0.35% 32,553 NS 2026년 4월 30일 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0.34% 454,860 SH 2026년 8월 8일 일간
BKMC · BNY Mellon ETF Trust 0.33% 48,280 NS 2026년 4월 30일 N-PORT
SMDX · Tidal Trust III 0.32% 9,600 NS 2026년 4월 30일 N-PORT
ESML · iShares Trust 0.32% 178,533 SH 2026년 8월 8일 일간
IVOG · VANGUARD ADMIRAL FUNDS 0.31% 133,334 SH 2026년 8월 8일 일간
VBR · VANGUARD INDEX FUNDS 0.26% 4,099,670 SH 2026년 8월 8일 일간
PFIG · Invesco Exchange-Traded Fund Trust … 0.26% 300,000 2026년 8월 8일 일간
MVV · ProShares Trust 0.25% 9,790 NS 2026년 5월 31일 N-PORT
MIDU · Direxion Shares ETF Trust 0.24% 4,692 NS 2026년 4월 30일 N-PORT
IWP · iShares Trust 0.22% 864,682 SH 2026년 8월 8일 일간
NULG · Nushares ETF Trust 0.22% 137,181 NS 2026년 4월 30일 N-PORT
ISCB · iShares Trust 0.22% 12,003 SH 2026년 8월 8일 일간
SCHM · SCHWAB STRATEGIC TRUST 0.22% 765,495 NS 2026년 5월 31일 N-PORT
DFVE · DoubleLine ETF Trust 0.21% 1,566 NS 2026년 3월 31일 N-PORT
IYF · iShares Trust 0.21% 178,521 SH 2026년 8월 8일 일간
IYG · iShares Trust 0.19% 80,205 SH 2026년 8월 8일 일간
VRP · Invesco Exchange-Traded Fund Trust … 0.18% 5,253,000 2026년 8월 8일 일간
SMMD · iShares Trust 0.18% 128,797 SH 2026년 8월 8일 일간
UMDD · ProShares Trust 0.18% 1,367 NS 2026년 5월 31일 N-PORT
VB · VANGUARD INDEX FUNDS 0.15% 6,458,916 SH 2026년 8월 8일 일간
FNCL · FIDELITY COVINGTON TRUST 0.14% 75,779 NS 2026년 4월 30일 N-PORT
VXF · VANGUARD INDEX FUNDS 0.14% 3,230,157 SH 2026년 8월 8일 일간
VFH · VANGUARD WORLD FUND 0.14% 458,669 SH 2026년 8월 8일 일간
WSML · iShares Trust 0.13% 17,101 SH 2026년 8월 8일 일간
AVSU · AMERICAN CENTURY ETF TRUST 0.10% 11,734 NS 2026년 5월 31일 N-PORT
IWR · iShares Trust 0.10% 1,056,019 SH 2026년 8월 8일 일간
AVMC · AMERICAN CENTURY ETF TRUST 0.09% 9,310 NS 2026년 5월 31일 N-PORT
DGRO · iShares Trust 0.07% 598,720 SH 2026년 8월 8일 일간
EQAL · Invesco Exchange-Traded Fund Trust … 0.07% 11,224 SH 2026년 8월 8일 일간
DFSU · Dimensional ETF Trust 0.06% 29,190 NS 2026년 4월 30일 N-PORT