EQH Equitable Holdings, Inc. Common Stock

NYSE · Financial Services · SEC EDGAR'da Görüntüle ↗
$51,49
Fiyat · Ağu 18, 2026
Temel veriler itibarıyla Ağu 6, 2026

Equitable Holdings, Inc. Common Stock Hakkında Wikipedia'dan şirket genel bakışı

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

Devamını oku

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.

Kaynak: Wikipedia (İngilizce), CC BY-SA 4.0 · Wikipedia'da Görüntüle ↗

Wikidata ↗

EQH Hisse Senedi Özeti Fiyat, piyasa değeri, P/E, EPS, ROE, borç/öz sermaye, 52 haftalık aralık

Fiyat
$51.49
Piyasa Değeri
P/E (TTM)
-9.9
EPS (TTM)
$-4.83
Gelir (TTM)
$11.66B
Temettü Verimi
ROE
D/E Borç/Özsermaye
52 Haftlık Aralık
$35 – $55

EQH Hisse Senedi Fiyat Grafiği Teknik göstergeler ile günlük OHLCV — kaydır, yakınlaştır ve görünümünüzü özelleştirin

10 Yıllık Performans Gelir, net kar, marjlar ve EPS trendleri

Gelir ve Net Gelir $11.66B
6-point trend, -6.0%
2020-12-31 2025-12-31
Hisse Başına Kâr $-4.83
6-point trend, -209.6%
2020-12-31 2025-12-31
Serbest Nakit Akışı
Marjlar

Değerleme P/E, P/S, P/B, EV/EBITDA oranları — hisse senedi pahalı mı ucuz mu?

Metrik
5 Yıllık trend
EQH
Akran Ortalaması
P/E (TTM)
5-point trend, -219.7%
-9.9
31.6

Kârlılık Brüt, faaliyet ve net kâr marjları; ROE, ROA, ROIC

Metrik
5 Yıllık trend
EQH
Akran Ortalaması

Finansal Sağlık Borç, likidite, solventlik — bilanço gücü

Metrik
5 Yıllık trend
EQH
Akran Ortalaması

Büyüme Gelir, EPS ve net gelir büyümesi: YOY, 3 Yıllık CAGR, 5 Yıllık CAGR

Metrik
5 Yıllık trend
EQH
Akran Ortalaması
Revenue YoY (Gelir Yıllık Bazda)
5-point trend, +53.2%
-6.1%
Revenue CAGR 3Y (Gelir 3 Yıllık Bileşik Büyüme Oranı)
5-point trend, +53.2%
-2.6%
Revenue CAGR 5Y (Gelir 5 Yıllık Bileşik Büyüme Oranı)
5-point trend, +53.2%
-1.2%
EPS YoY (EPS YB)
5-point trend, -221.4%
7.9%
Net Income YoY (Net Gelir Yıllık Bazda)
5-point trend, -178.6%
-0.23%

Hisse Başı Metrikler Hisse Başı Kâr, hisse başına defter değeri, hisse başına nakit akışı, hisse başına temettü

Metrik
5 Yıllık trend
EQH
Akran Ortalaması
EPS (Diluted) (Hisse Başına Kar (Seyreltilmiş))
5-point trend, -221.4%
$-4.83

Sermaye Verimliliği Aktif devir hızı, stok devir hızı, alacak devir hızı

Metrik
5 Yıllık trend
EQH
Akran Ortalaması

Temettüler Temettü verimi, ödeme oranı, temettü geçmişi, 5 Yıllık CAGR

Temettü Verimi
Temettü Ödeme Oranı
5 Yıllık Temettü CAGR
Ex-tarihiMiktar
03 Ağustos 2026$0,3000
01 Haziran 2026$0,3000
04 Mart 2026$0,2700
24 Kasım 2025$0,2700
05 Ağustos 2025$0,2700
02 Haziran 2025$0,2700
05 Mart 2025$0,2400
26 Kasım 2024$0,2400
06 Ağustos 2024$0,2400
03 Haziran 2024$0,2400
23 Şubat 2024$0,2200
24 Kasım 2023$0,2200
04 Ağustos 2023$0,2200
02 Haziran 2023$0,2200
24 Şubat 2023$0,2000
25 Kasım 2022$0,2000
05 Ağustos 2022$0,2000
26 Mayıs 2022$0,2000
25 Şubat 2022$0,1800
26 Kasım 2021$0,1800

EQH Analist Uzlaşması Boğa ve ayı analist görüşleri, 12 aylık fiyat hedefi, yukarı yönlü potansiyel

AL 18 analist
  • Güçlü Al 5 27,8%
  • Al 12 66,7%
  • Tut 1 5,6%
  • Sat 0 0,0%
  • Güçlü Sat 0 0,0%

12 Aylık Fiyat Hedefi

11 analist · 2026-08-13
Medyan hedef $60.00 +16,5%
Ortalama hedef $61.55 +19,5%

Kazanç Geçmişi EPS gerçekleşen vs tahmin, sürpriz %, kazanma oranı, bir sonraki kazanç tarihi

Ort. Sürpriz
-0.09%
Dönem EPS Gerçek EPS Tahmin Sürpriz
30 Haziran 2026 $1.70 $1.68 0.02%
31 Mart 2026 $1.62 $1.63 -0.01%
31 Aralık 2025 $1.73 $1.77 -0.04%
30 Eylül 2025 $1.48 $1.63 -0.15%
30 Haziran 2025 $1.10 $1.30 -0.20%
31 Mart 2025 $1.30 $1.49 -0.19%

Akran karşılaştırması (GICS alt sektörü) Anahtar metrikler sektördeki benzerlerine karşı

Hisse Sembolü Piyasa Değeri P/E Gelir YoY Net Kar Marjı ROE Brüt Kar Marjı
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

Tüm Temeller Tüm metrikler yıla göre — gelir tablosu, bilanço, nakit akışı

Gelir Tablosu 10
EQH için Yıllık Gelir Tablosu verileri
Metrik Eğilim 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
Bilanço 15
EQH için Yıllık Bilanço verileri
Metrik Eğilim 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 ·
Nakit Akışı 12
EQH için Yıllık Nakit Akışı verileri
Metrik Eğilim 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
Kârlılık 4
EQH için Yıllık Kârlılık verileri
Metrik Eğilim 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% · ·
Likidite ve Solventlik 2
EQH için Yıllık Likidite ve Solventlik verileri
Metrik Eğilim 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 · · · · · ·
Verimlilik 1
EQH için Yıllık Verimlilik verileri
Metrik Eğilim 2025202420232022202120202019201820172016
Asset Turnover 7-point trend, -21.9% · 0.0 0.0 0.1 0.0 0.0 0.0 0.1 · ·
Hisse Başına 6
EQH için Yıllık Hisse Başına verileri
Metrik Eğilim 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 · ·
Büyüme Oranları 8
EQH için Yıllık Büyüme Oranları verileri
Metrik Eğilim 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% · · · · · · · · ·
Değerleme (TTM) 14
EQH için Yıllık Değerleme (TTM) verileri
Metrik Eğilim 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 · ·

Finansal Tablolar Gelir tablosu, bilanço, nakit akışı — yıllık, son 5 yıl

Gelir Tablosu
2025-12-312024-12-312024-09-302024-06-302024-03-31
Gelir $11.66B$12.43B
Net Gelir $-1.38B$1.28B
Seyreltilmiş Hisse Başı Kâr $-4.83$3.69
Bilanço
2025-12-312024-12-312024-09-302024-06-302024-03-31
Borç / Öz Sermaye 2.4

Son Haberler Bu şirketten bahseden son manşetler

Metriklerim Kişisel izleme listeniz — Tam Temeller'den seçilen satırlar

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Sizin için önemli olan metrikleri seçin — yukarıdaki Tam Temeller'deki herhangi bir satırın yanındaki ➕ düğmesine tıklayın.

Seçiminiz kaydedildi ve tüm hisse senetlerinde sizinle birlikte gelir.

Kurumsal Sahipler (13F) 522 dosya · $7.2B toplam · Tarih itibarıyla 30 Haziran 2026

Çeyreklik SEC Form 13F'lerinde bu hisse senedini tuttuklarını bildiren kurumlar. Yalnızca uzun pozisyonlar; tek bir başvuru sahibi, ayrı opsiyon bacakları için iki kez görünebilir. Büyük dengeleyici alım/satım bacakları genellikle piyasa yapımını veya korunmuş envanteri yansıtır, yönlü bir inancı değil.

Kurumsal faaliyet — Q2 2026 ve önceki çeyrek
Yeni pozisyonlar Çıkan pozisyonlar Artırıldı Azaldı Net hisse senedi değişimi
64 (-39 önceki Ç'ye göre) 120 (+38 önceki Ç'ye göre) 153 (-28 önceki Ç'ye göre) 189 (-8 önceki Ç'ye göre) +18.3M

Q1 2026 ile karşılaştırıldı. SEC Form 13F başvuruları, çeyrek sonundan itibaren 45 gün içinde ve geç başvuranlar için kısa bir ek süre içinde tamamlanmalıdır — bu pencere içindeki çeyrekler, en son tam olarak raporlanan çifte tercih edilerek atlanır.

Kurum Değer Hisse senetleri % izlenen 13F'nin Tür
NORGES BANK $804.175.026 18.326.687 11,15% Hisse senetleri
VANGUARD PORTFOLIO MANAGEMENT LLC $589.922.325 13.443.991 8,18% Hisse senetleri
VANGUARD CAPITAL MANAGEMENT LLC $557.420.497 12.703.293 7,73% Hisse senetleri
STATE STREET CORP $411.958.428 9.388.296 5,71% Hisse senetleri
CANADA PENSION PLAN INVESTMENT BOARD $399.575.800 9.106.103 5,54% Hisse senetleri
Capital International Investors $369.251.911 8.415.039 5,12% Hisse senetleri
WELLINGTON MANAGEMENT GROUP LLP $317.364.557 7.232.556 4,40% Hisse senetleri
VIKING GLOBAL INVESTORS LP $236.903.556 5.398.896 3,29% Hisse senetleri
THORNBURG INVESTMENT MANAGEMENT INC $225.645.748 5.142.337 3,13% Hisse senetleri
Diamond Hill Capital Management, LLC (Investment Advisor) $208.145.614 4.743.519 2,89% Hisse senetleri
GEODE CAPITAL MANAGEMENT, LLC $190.733.182 4.345.306 2,65% Hisse senetleri
Conifer Management, L.L.C. $184.296.000 4.200.000 2,56% Hisse senetleri
Castle Hook Partners LP $157.947.771 3.599.539 2,19% Hisse senetleri
DIMENSIONAL FUND ADVISORS LP $153.015.876 3.487.144 2,12% Hisse senetleri
BANK OF MONTREAL /CAN/ $150.215.501 3.423.325 2,08% Hisse senetleri
FMR LLC $108.666.198 2.476.440 1,51% Hisse senetleri
CHARLES SCHWAB INVESTMENT MANAGEMENT INC $94.016.367 2.142.579 1,30% Hisse senetleri
D. E. Shaw & Co., Inc. $88.435.006 2.015.383 1,23% Hisse senetleri
ALGEBRIS (UK) LTD $85.645.508 1.957.978 1,19% Hisse senetleri
VANGUARD FIDUCIARY TRUST CO $79.273.125 1.806.589 1,10% Hisse senetleri
Alyeska Investment Group, L.P. $59.923.669 1.365.626 0,83% Hisse senetleri
Qube Research & Technologies Ltd $57.899.397 1.319.494 0,80% Hisse senetleri
CITADEL ADVISORS LLC $57.206.707 1.303.708 0,79% Hisse senetleri
ARROWSTREET CAPITAL, LIMITED PARTNERSHIP $51.473.390 1.173.049 0,71% Hisse senetleri
ADAGE CAPITAL PARTNERS GP, L.L.C. $50.462.000 1.150.000 0,70% Hisse senetleri
Woodline Partners LP $47.424.626 1.080.780 0,66% Hisse senetleri
CI INVESTMENTS INC. $41.675.469 949.760 0,58% Hisse senetleri
LAZARD ASSET MANAGEMENT LLC $38.797.687 884.177 0,54% Hisse senetleri
RENAISSANCE TECHNOLOGIES LLC $35.977.212 819.900 0,50% Hisse senetleri
BRUNI J V & CO /CO $33.652.845 766.929 0,47% Hisse senetleri
RHUMBLINE ADVISERS $33.448.952 762.284 0,46% Hisse senetleri
Zurich Insurance Group Ltd/FI $33.116.806 754.713 0,46% Hisse senetleri
VOLORIDGE INVESTMENT MANAGEMENT, LLC $32.898.284 749.733 0,46% Hisse senetleri
VANGUARD ASSET MANAGEMENT, Ltd $31.816.554 725.081 0,44% Hisse senetleri
GOLDMAN SACHS GROUP INC $29.025.128 661.466 0,40% Hisse senetleri
MANUFACTURERS LIFE INSURANCE COMPANY, THE $28.506.466 649.646 0,40% Hisse senetleri
TCW GROUP INC $28.491.460 649.304 0,40% Hisse senetleri
Poplar Forest Capital LLC $27.439.918 526.779 0,38% Hisse senetleri
MILLENNIUM MANAGEMENT LLC $26.820.597 611.226 0,37% Hisse senetleri
Ensign Peak Advisors, Inc $25.908.288 590.435 0,36% Hisse senetleri
STOREBRAND ASSET MANAGEMENT AS $25.836.412 588.797 0,36% Hisse senetleri
Swiss National Bank $24.800.976 565.200 0,34% Hisse senetleri
AMERIPRISE FINANCIAL INC $23.222.218 529.221 0,32% Hisse senetleri
TOCQUEVILLE ASSET MANAGEMENT L.P. $22.508.553 512.957 0,31% Hisse senetleri
Caisse de depot et placement du Quebec $21.193.908 482.997 0,29% Hisse senetleri
COMMUNITY TRUST & INVESTMENT CO $20.802.977 474.088 0,29% Hisse senetleri
Prana Capital Management, LP $19.562.933 445.828 0,27% Hisse senetleri
CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM $18.938.940 510.346 0,26% Hisse senetleri
California Public Employees Retirement System $17.782.721 405.258 0,25% Hisse senetleri
Retirement Systems of Alabama $17.625.323 401.671 0,24% Hisse senetleri
HSBC HOLDINGS PLC $17.303.857 395.336 0,24% Hisse senetleri
Four Tree Island Advisory LLC $16.632.407 379.043 0,23% Hisse senetleri
Point72 Asset Management, L.P. $16.348.064 372.563 0,23% Hisse senetleri
BASSWOOD CAPITAL MANAGEMENT, L.L.C. $15.870.957 361.690 0,22% Hisse senetleri
RAYMOND JAMES FINANCIAL INC $15.173.762 345.801 0,21% Hisse senetleri
MOORE CAPITAL MANAGEMENT, LP $15.156.503 345.408 0,21% Hisse senetleri
BlackRock, Inc. $14.964.660 341.036 0,21% Hisse senetleri
Legal & General Group Plc $13.862.746 315.924 0,19% Hisse senetleri
SUSQUEHANNA INTERNATIONAL GROUP, LLP $12.939.861 294.892 0,18% Hisse senetleri
Robeco Institutional Asset Management B.V. $12.258.931 279.374 0,17% Hisse senetleri
PRINCIPAL FINANCIAL GROUP INC $12.108.415 275.843 0,17% Hisse senetleri
Hudson Bay Capital Management LP $11.997.319 273.412 0,17% Hisse senetleri
BANK OF AMERICA CORP /DE/ $11.615.255 264.705 0,16% Hisse senetleri
Bridgewater Associates, LP $11.453.689 261.023 0,16% Hisse senetleri
STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM $11.420.340 260.263 0,16% Hisse senetleri
Quantinno Capital Management LP $11.357.994 258.842 0,16% Hisse senetleri
ENVESTNET ASSET MANAGEMENT INC $11.299.160 257.501 0,16% Hisse senetleri
Swedbank AB $11.179.089 254.765 0,16% Hisse senetleri
ALLIANCEBERNSTEIN L.P. $10.420.785 280.808 0,14% Hisse senetleri
Philadelphia Financial Management of San Francisco, LLC $9.918.196 226.030 0,14% Hisse senetleri
Brandywine Global Investment Management, LLC $9.391.243 197.088 0,13% Hisse senetleri
TWO SIGMA INVESTMENTS, LP $9.254.775 210.911 0,13% Hisse senetleri
STATE OF WISCONSIN INVESTMENT BOARD $9.090.356 207.164 0,13% Hisse senetleri
Squarepoint Ops LLC $8.997.726 205.053 0,12% Hisse senetleri
HARRIS ASSOCIATES L P $8.371.295 190.777 0,12% Hisse senetleri
New York Life Investment Management LLC $8.032.058 183.046 0,11% Hisse senetleri
UBS Group AG $7.823.058 178.283 0,11% Hisse senetleri
Cubist Systematic Strategies, LLC $7.440.336 146.521 0,10% Hisse senetleri
NEW YORK STATE COMMON RETIREMENT FUND $7.296.279 166.278 0,10% Hisse senetleri
Aberdeen Group plc $7.286.581 166.057 0,10% Hisse senetleri
OPPENHEIMER ASSET MANAGEMENT INC. $7.092.807 161.641 0,10% Hisse senetleri
UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC $7.045.334 189.850 0,10% Hisse senetleri
APG Asset Management N.V. $7.034.348 183.281 0,10% Hisse senetleri
Y-Intercept (Hong Kong) Ltd $6.854.012 156.199 0,10% Hisse senetleri
VANGUARD GROUP INC $6.650.225 139.564 0,09% Hisse senetleri
PZENA INVESTMENT MANAGEMENT LLC $6.398.977 145.829 0,09% Hisse senetleri
PRUDENTIAL FINANCIAL INC $6.385.637 145.525 0,09% Hisse senetleri
BARCLAYS PLC $6.269.180 142.871 0,09% Hisse senetleri
MetLife Investment Management, LLC $6.205.071 141.410 0,09% Hisse senetleri
BNP PARIBAS ASSET MANAGEMENT Holding S.A. $6.204.149 141.389 0,09% Hisse senetleri
Quantbot Technologies LP $6.116.653 139.395 0,08% Hisse senetleri
Vanguard Global Advisers, LLC $5.972.112 136.101 0,08% Hisse senetleri
O'SHAUGHNESSY ASSET MANAGEMENT, LLC $5.960.571 135.838 0,08% Hisse senetleri
Kintayl Capital LP $5.891.329 134.260 0,08% Hisse senetleri
Capital International, Inc./CA/ $5.878.428 133.966 0,08% Hisse senetleri
JACOBS LEVY EQUITY MANAGEMENT, INC $5.861.973 133.591 0,08% Hisse senetleri
JANE STREET GROUP, LLC $5.853.416 133.396 0,08% Hisse senetleri
Nuveen, LLC $5.706.418 130.046 0,08% Hisse senetleri
CONTINENTAL ADVISORS LLC $5.430.852 123.766 0,08% Hisse senetleri
Zurcher Kantonalbank (Zurich Cantonalbank) $5.167.440 117.763 0,07% Hisse senetleri

Şirket yöneticileri 25 içeriden öğrenenler · 7 yöneticiler · 7 yönetim kurulu üyeleri

İçeriden Öğrenen Rol Son işlem Sahip olunan hisse senetleri Alımlar 12ay Satışlar 12ay Net 12ay
Anders Malmstrom Senior EVP & CFO 22 Mart 2021 F 118.789 0 0 $0
Jeffrey J Hurd Chief Operating Officer 17 Ağustos 2026 M 65.019 0 12 $-2.095.698
Jose Ramon Gonzalez Chief Legal Officer 03 Aralık 2024 A 74.444 0 0 $0
Dave S. Hattem SEVP & Chief Legal Officer 15 Mart 2021 S 63.255 0 0 $0
Kermitt Brooks Senior EVP 16 Mart 2020 A 15.392 0 0 $0
Andrea Nitzan SVP, CAO and Controller 11 Haziran 2018 A 8.260 0 0 $0
Brian Winikoff Senior Executive Vice President and Head of U.S. Life, Retirement and Wealth Management 11 Haziran 2018 A 29.302 0 0 $0
Arlene Isaacs-Lowe Yönetim kurulu üyesi 22 Mayıs 2024 A 16.120 0 0 $0
Francis Hondal Yönetim kurulu üyesi 22 Mayıs 2024 A 21.394 0 0 $0
George Stansfield Yönetim kurulu üyesi 22 Mayıs 2024 A 35.434 0 0 $0
Daniel G Kaye Yönetim kurulu üyesi 22 Mayıs 2024 A 58.063 0 0 $0
Joan M Lammtennant Yönetim kurulu üyesi 22 Mayıs 2024 A 42.463 0 0 $0
Kristi Ann Matus Yönetim kurulu üyesi 24 Mart 2023 S 0 0 0 $0
Ramon De Oliveira Yönetim kurulu üyesi 20 Mayıs 2021 A 56.695 0 0 $0
Equitable Holdings, Inc. 10% sahip 14 Mayıs 2021 J 170.121.745 0 0 $0
AXA 10% sahip 10 Aralık 2019 S 44.162.500 0 0 $0
Craig C Mackay 11 Ağustos 2026 S 18.999 0 1 $-112.992
Kurt Meyers 10 Ağustos 2026 A 35.286 0 0 $0
Robin M Raju 10 Ağustos 2026 A 186.501 0 0 $0
Seth P Bernstein 10 Ağustos 2026 A 55.970 0 0 $0
William James Eckert IV 10 Ağustos 2026 A 8.467 0 2 $-309.423
Mark Pearson 10 Ağustos 2026 A 754.761 0 3 $-3.724.743
Nick Lane 10 Ağustos 2026 A 124.930 0 0 $0
Charles G.T. Stonehill 06 Ağustos 2026 S 34.357 0 1 $-386.550
Bertram L Scott 06 Ağustos 2026 S 26.465 0 3 $-311.300

SEC Form 3/4/5 başvurularından yöneticiler; net = yalnızca açık piyasa Alış/Satış

Aktivistler ve %5+ sahipler 2 pozisyon

SEC Çizelge 13D dosyalayan yatırımcılar — ihraççı üzerinde nüfuz etme niyetiyle %5'in üzerinde faydalı sahiplik (aktivist hisseler, yönetim kurulu kampanyaları, M&A). Her satır, o başvuru sahibinin pozisyonunun bilinen en son durumunu gösterir.

Başvuru sahibi Dosyalandı Hisse Durum Amaç Başvuru
Equitable Holdings, Inc., Alpha Units Holdings, Inc., Alpha Units Holdings II, Inc. ×7 başvurular 14 Temmuz 2025 68,17% Değişiklik 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 başvurular 25 Mart 2019 İlk başvuru 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 sahipliği 106 ETF'ler tarafından tutuluyor

Ağırlık yalnızca doğrudan öz sermaye varlıklarını (N-PORT) yansıtır; kaldıraçlı veya türev tabanlı fonlar gösterilmeyen ek swap pozisyonlarına sahip olabilir.

Fon Ağırlık Birimler Tarih itibarıyla Kaynak
PGF · Invesco Exchange-Traded Fund Trust 1,58% 573.784 08 Ağustos 2026 Günlük
NUMG · Nushares ETF Trust 1,55% 129.841 NS 30 Nisan 2026 N-PORT
IIGD · Invesco Exchange-Traded Self-Indexe… 1,17% 310.000 08 Ağustos 2026 Günlük
BRCE · MFS Active Exchange Traded Funds Tr… 0,94% 7.526 NS 31 Mayıs 2026 N-PORT
ARB · AltShares Trust 0,86% 21.387 NS 31 Mayıs 2026 N-PORT
PGX · Invesco Exchange-Traded Fund Trust … 0,78% 1.596.235 08 Ağustos 2026 Günlük
GSY · Invesco Actively Managed Exchange-T… 0,75% 29.557.000 08 Ağustos 2026 Günlük
NUMV · Nushares ETF Trust 0,72% 73.278 NS 30 Nisan 2026 N-PORT
RWK · Invesco Exchange-Traded Fund Trust … 0,59% 153.432 SH 08 Ağustos 2026 Günlük
VUSB · VANGUARD BOND INDEX FUNDS 0,51% 43.586.000 PA 08 Ağustos 2026 Günlük
IQSM · New York Life Investments ETF Trust 0,50% 37.541 NS 30 Nisan 2026 N-PORT
MIDE · DBX ETF Trust 0,47% 382 NS 29 Mayıs 2026 N-PORT
ISCV · iShares Trust 0,45% 60.277 SH 08 Ağustos 2026 Günlük
XJH · iShares Trust 0,43% 35.007 SH 08 Ağustos 2026 Günlük
IJJ · iShares Trust 0,42% 724.048 SH 08 Ağustos 2026 Günlük
IJH · iShares Trust 0,39% 9.431.702 SH 08 Ağustos 2026 Günlük
PFF · iShares Trust 0,38% 2.691.178 SH 08 Ağustos 2026 Günlük
IJK · iShares Trust 0,37% 780.475 SH 08 Ağustos 2026 Günlük
IVOV · VANGUARD ADMIRAL FUNDS 0,37% 125.734 SH 08 Ağustos 2026 Günlük
PTMC · Pacer Funds Trust 0,35% 32.553 NS 30 Nisan 2026 N-PORT
IVOO · VANGUARD ADMIRAL FUNDS 0,34% 454.860 SH 08 Ağustos 2026 Günlük
BKMC · BNY Mellon ETF Trust 0,33% 48.280 NS 30 Nisan 2026 N-PORT
SMDX · Tidal Trust III 0,32% 9.600 NS 30 Nisan 2026 N-PORT
ESML · iShares Trust 0,32% 178.533 SH 08 Ağustos 2026 Günlük
IVOG · VANGUARD ADMIRAL FUNDS 0,31% 133.334 SH 08 Ağustos 2026 Günlük
VBR · VANGUARD INDEX FUNDS 0,26% 4.099.670 SH 08 Ağustos 2026 Günlük
PFIG · Invesco Exchange-Traded Fund Trust … 0,26% 300.000 08 Ağustos 2026 Günlük
MVV · ProShares Trust 0,25% 9.790 NS 31 Mayıs 2026 N-PORT
MIDU · Direxion Shares ETF Trust 0,24% 4.692 NS 30 Nisan 2026 N-PORT
IWP · iShares Trust 0,22% 864.682 SH 08 Ağustos 2026 Günlük
NULG · Nushares ETF Trust 0,22% 137.181 NS 30 Nisan 2026 N-PORT
ISCB · iShares Trust 0,22% 12.003 SH 08 Ağustos 2026 Günlük
SCHM · SCHWAB STRATEGIC TRUST 0,22% 765.495 NS 31 Mayıs 2026 N-PORT
DFVE · DoubleLine ETF Trust 0,21% 1.566 NS 31 Mart 2026 N-PORT
IYF · iShares Trust 0,21% 178.521 SH 08 Ağustos 2026 Günlük
IYG · iShares Trust 0,19% 80.205 SH 08 Ağustos 2026 Günlük
VRP · Invesco Exchange-Traded Fund Trust … 0,18% 5.253.000 08 Ağustos 2026 Günlük
SMMD · iShares Trust 0,18% 128.797 SH 08 Ağustos 2026 Günlük
UMDD · ProShares Trust 0,18% 1.367 NS 31 Mayıs 2026 N-PORT
VB · VANGUARD INDEX FUNDS 0,15% 6.458.916 SH 08 Ağustos 2026 Günlük
FNCL · FIDELITY COVINGTON TRUST 0,14% 75.779 NS 30 Nisan 2026 N-PORT
VXF · VANGUARD INDEX FUNDS 0,14% 3.230.157 SH 08 Ağustos 2026 Günlük
VFH · VANGUARD WORLD FUND 0,14% 458.669 SH 08 Ağustos 2026 Günlük
WSML · iShares Trust 0,13% 17.101 SH 08 Ağustos 2026 Günlük
AVSU · AMERICAN CENTURY ETF TRUST 0,10% 11.734 NS 31 Mayıs 2026 N-PORT
IWR · iShares Trust 0,10% 1.056.019 SH 08 Ağustos 2026 Günlük
AVMC · AMERICAN CENTURY ETF TRUST 0,09% 9.310 NS 31 Mayıs 2026 N-PORT
DGRO · iShares Trust 0,07% 598.720 SH 08 Ağustos 2026 Günlük
EQAL · Invesco Exchange-Traded Fund Trust … 0,07% 11.224 SH 08 Ağustos 2026 Günlük
DFSU · Dimensional ETF Trust 0,06% 29.190 NS 30 Nisan 2026 N-PORT