Equifax Inc
EFX- 交易所
- NYSE
- 產業
- Services-Consumer Credit Reporting, Collection Agencies
- SEC CIK
- 0000033185
近 90 天,Equifax Inc 內部人申報 0 筆公開市場買進、2 筆賣出;2026 年第 2 季末有 838 家機構在 13F 申報持有,市值合計 $189.7 億;Oakmark(Harris Associates)、韋茲投資管理等 4 位大師持有。
2021 年第 4 季 13F 持有人
Equifax Inc 在 2021/12/31 季末的機構持股。管理 1 億美元以上美股的機構,每季結束後 45 天內要用 13F 申報多頭部位。13F 是什麼
- 持有機構
- 696
- 較 2021 年第 3 季 +49 家
- 持有股數
- 1.12 億
- 較 2021 年第 3 季 −15.1 萬 (−0.1%)
- 總市值
- $327.2 億
- 較 2021 年第 3 季 +$43.4 億 (+15.3%)
- 新進機構
- 100
- 另有 260 家加碼
- 清倉機構
- 51
- 另有 198 家減碼
另有 13 家機構在 2021 年第 3 季持有、還沒有申報 2021 年第 4 季 13F:沒申報不算清倉,也不計入上面的變化。
歷季持有家數與市值
2021 年第 1 季起,每季在 13F 申報持有 EFX 的機構家數與合計市值。市值是各季季末的申報市值,也會跟著股價漲跌。
| 季度 | 家數 | 市值 |
|---|---|---|
| 2026 年第 2 季 | 838 | $189.7 億 |
| 2026 年第 1 季 | 876 | $216.5 億 |
| 2025 年第 4 季 | 896 | $253.6 億 |
| 2025 年第 3 季 | 857 | $309.7 億 |
| 2025 年第 2 季 | 862 | $309.1 億 |
| 2025 年第 1 季 | 812 | $299.9 億 |
| 2024 年第 4 季 | 850 | $302.2 億 |
| 2024 年第 3 季 | 839 | $348.6 億 |
| 2024 年第 2 季 | 761 | $292.8 億 |
| 2024 年第 1 季 | 770 | $316.0 億 |
| 2023 年第 4 季 | 730 | $294.9 億 |
| 2023 年第 3 季 | 670 | $217.4 億 |
| 2023 年第 2 季 | 687 | $287.0 億 |
| 2023 年第 1 季 | 664 | $245.1 億 |
| 2022 年第 4 季 | 636 | $236.2 億 |
| 2022 年第 3 季 | 627 | $199.1 億 |
| 2022 年第 2 季 | 635 | $206.3 億 |
| 2022 年第 1 季 | 699 | $266.1 億 |
| 2021 年第 4 季 | 696 | $327.2 億 |
| 2021 年第 3 季 | 660 | $283.9 億 |
| 2021 年第 2 季 | 631 | $267.5 億 |
| 2021 年第 1 季 | 589 | $205.1 億 |
2021 年第 4 季持有機構
每家機構持有 Equifax Inc 的股數、市值與佔組合比重;股數變化跟 2021 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Rafferty Asset Management, LLC | 1,235 | $36.2 萬 | 0.00% | −486−28.2% | 減碼 |
| Quadrant Capital Group LLC | 1,248 | $36.5 萬 | 0.04% | +958+330.3% | 加碼 |
| Siemens Fonds Invest GmbH | 1,266 | $36.9 萬 | 0.02% | −4−0.3% | 減碼 |
| Rockefeller Capital Management L.P. | 1,267 | $37.1 萬 | 0.00% | −73−5.4% | 減碼 |
| Greenleaf Trust | 1,275 | $37.3 萬 | 0.00% | +58+4.8% | 加碼 |
| Aureus Asset Management, LLC | 1,300 | $38.1 萬 | 0.02% | 00.0% | 不變 |
| Nicholas Hoffman & Company, LLC. | 1,312 | $38.4 萬 | 0.01% | 00.0% | 不變 |
| Texas Capital Bank Wealth Management Services Inc | 1,330 | $38.9 萬 | 0.03% | +10+0.8% | 加碼 |
| Wetherby Asset Management Inc | 1,333 | $39.0 萬 | 0.02% | +34+2.6% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 1,335 | $39.1 萬 | 0.01% | +86+6.9% | 加碼 |
| Alps Advisors Inc | 1,340 | $39.2 萬 | 0.00% | +13+1.0% | 加碼 |
| Bridgewater Advisors Inc. | 1,351 | $39.6 萬 | 0.09% | −81−5.7% | 減碼 |
| CWM Advisors, LLC | 1,355 | $39.7 萬 | 0.05% | −9−0.7% | 減碼 |
| United Capital Financial Advisers, LLC | 1,357 | $39.7 萬 | 0.00% | +25+1.9% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,365 | $40.0 萬 | 0.03% | −35−2.5% | 減碼 |
| Roundview Capital LLC | 1,365 | $40.0 萬 | 0.04% | 00.0% | 不變 |
| Triasima Portfolio Management inc. | 1,375 | $40.3 萬 | 0.02% | +390+39.6% | 加碼 |
| Bryn Mawr Trust Co | 1,383 | $40.5 萬 | 0.01% | 00.0% | 不變 |
| Quantinno Capital Management LP | 1,390 | $40.7 萬 | 0.07% | −107−7.1% | 減碼 |
| Pearl River Capital, LLC | 1,396 | $40.9 萬 | 0.11% | −4,430−76.0% | 減碼 |
| Independent Advisor Alliance | 1,396 | $40.9 萬 | 0.02% | +474+51.4% | 加碼 |
| Douglass Winthrop Advisors, LLC | 1,400 | $41.0 萬 | 0.01% | 00.0% | 不變 |
| Verition Fund Management LLC | 1,411 | $41.3 萬 | 0.01% | +1,411 | 新進 |
| MAI Capital Management | 1,415 | $41.4 萬 | 0.01% | +9+0.6% | 加碼 |
| Cetera Investment Advisers | 1,433 | $42.0 萬 | 0.01% | −47−3.2% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,434 | $42.0 萬 | 0.12% | +1,434 | 新進 |
| DuPont Capital Management Corp | 1,440 | $42.2 萬 | 0.02% | +244+20.4% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 1,446 | $42.3 萬 | 0.03% | +115+8.6% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,449 | $42.4 萬 | 0.03% | +160+12.4% | 加碼 |
| Modera Wealth Management, LLC | 1,448 | $42.4 萬 | 0.02% | +1,448 | 新進 |
| SNS Financial Group, LLC | 1,453 | $42.5 萬 | 0.05% | 00.0% | 不變 |
| AIA Group Ltd | 1,453 | $42.5 萬 | 0.02% | +1,453 | 新進 |
| Oxford Financial Group Ltd | 1,462 | $42.8 萬 | 0.05% | 00.0% | 不變 |
| Washington Trust Co | 1,500 | $43.9 萬 | 0.02% | −1,878−55.6% | 減碼 |
| Vestcor Inc | 1,504 | $44.0 萬 | 0.02% | −289−16.1% | 減碼 |
| CIBC World Markets Inc. | 1,517 | $44.4 萬 | 0.00% | −333−18.0% | 減碼 |
| Fifth Third Bancorp | 1,546 | $45.3 萬 | 0.00% | +265+20.7% | 加碼 |
| TrueWealth Advisors, LLC | 1,583 | $46.3 萬 | 0.21% | 00.0% | 不變 |
| Sawtooth Solutions, LLC | 1,590 | $46.6 萬 | 0.05% | +1,590 | 新進 |
| Ameritas Investment Partners, Inc. | 1,599 | $46.8 萬 | 0.02% | −64−3.8% | 減碼 |
| Pitcairn Co | 1,600 | $46.8 萬 | 0.03% | −17−1.1% | 減碼 |
| Private Advisor Group, LLC | 1,604 | $47.0 萬 | 0.00% | −1,039−39.3% | 減碼 |
| Trust Co of Virginia | 1,619 | $47.4 萬 | 0.05% | +19+1.2% | 加碼 |
| Cresset Asset Management, LLC | 1,637 | $47.9 萬 | 0.00% | +242+17.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 1,650 | $48.3 萬 | 0.11% | 00.0% | 不變 |
| Whittier Trust Co | 1,668 | $48.8 萬 | 0.01% | +456+37.6% | 加碼 |
| Toroso Investments, LLC | 1,715 | $50.2 萬 | 0.02% | +265+18.3% | 加碼 |
| HM Payson & Co | 1,723 | $50.4 萬 | 0.01% | −12−0.7% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,720 | $50.4 萬 | 0.01% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,725 | $50.5 萬 | 0.03% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,724 | $50.5 萬 | 0.02% | −7−0.4% | 減碼 |
| Federated Hermes, Inc. | 1,743 | $51.0 萬 | 0.00% | +635+57.3% | 加碼 |
| Bragg Financial Advisors, Inc | 2,020 | $51.2 萬 | 0.03% | 00.0% | 不變 |
| Tudor Investment Corp Et Al | 1,757 | $51.4 萬 | 0.01% | −30,645−94.6% | 減碼 |
| Ergoteles LLC | 1,765 | $51.7 萬 | 0.02% | +1,765 | 新進 |
| Ieq Capital, LLC | 1,774 | $51.9 萬 | 0.01% | 00.0% | 不變 |
| Cerity Partners LLC | 1,790 | $52.4 萬 | 0.01% | +425+31.1% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,799 | $52.7 萬 | 0.45% | 00.0% | 不變 |
| Shapiro Capital Management LLC | 1,800 | $52.7 萬 | 0.01% | 00.0% | 不變 |
| Clark Capital Management Group, Inc. | 1,825 | $53.4 萬 | 0.01% | +461+33.8% | 加碼 |
| Peapack Gladstone Financial Corp | 1,846 | $54.0 萬 | 0.01% | +3+0.2% | 加碼 |
| Washington Trust Advisors, Inc. | 1,878 | $55.0 萬 | 0.04% | +1,878 | 新進 |
| One Capital Management, LLC | 1,900 | $55.6 萬 | 0.04% | +1,900 | 新進 |
| Profund Advisors LLC | 1,902 | $55.7 萬 | 0.02% | +161+9.2% | 加碼 |
| MD Financial Management Inc. | 1,903 | $55.7 萬 | 0.01% | +356+23.0% | 加碼 |
| Exchange Capital Management, Inc. | 1,936 | $56.7 萬 | 0.10% | +96+5.2% | 加碼 |
| Moore Capital Management, LP | 1,949 | $57.1 萬 | 0.01% | −20,269−91.2% | 減碼 |
| Pettee Investors, Inc. | 1,971 | $57.7 萬 | 0.24% | 00.0% | 不變 |
| Pendal Group Limited | 1,977 | $57.9 萬 | 0.00% | +1,977 | 新進 |
| IBM Retirement Fund | 2,017 | $59.1 萬 | 0.07% | −1,426−41.4% | 減碼 |
| IndexIQ Advisors LLC | 2,039 | $59.7 萬 | 0.02% | −64−3.0% | 減碼 |
| Ancora Advisors, LLC | 2,073 | $60.7 萬 | 0.01% | 00.0% | 不變 |
| Partners Group Holding AG | 2,073 | $60.7 萬 | 0.03% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 2,083 | $61.0 萬 | 0.13% | −605−22.5% | 減碼 |
| Empirical Finance, LLC | 2,090 | $61.2 萬 | 0.07% | +563+36.9% | 加碼 |
| Sanders Morris Harris LLC | 2,100 | $61.5 萬 | 0.11% | 00.0% | 不變 |
| Pensionfund DSM Netherlands | 2,100 | $61.5 萬 | 0.07% | 00.0% | 不變 |
| Manchester Capital Management LLC | 2,150 | $62.9 萬 | 0.08% | 00.0% | 不變 |
| Huntington National Bank | 2,175 | $63.7 萬 | 0.01% | −10.0% | 減碼 |
| Federation des caisses Desjardins du Quebec | 2,213 | $64.8 萬 | 0.01% | −238−9.7% | 減碼 |
| Cetera Advisor Networks LLC | 2,261 | $66.2 萬 | 0.01% | +2,261 | 新進 |
| Keybank National Association | 2,263 | $66.3 萬 | 0.00% | +6+0.3% | 加碼 |
| Vontobel Holding Ltd. | 2,334 | $68.0 萬 | 0.01% | 00.0% | 不變 |
| Davenport & Co LLC | 2,326 | $68.1 萬 | 0.00% | +58+2.6% | 加碼 |
| Heartland Bank & Trust Co | 2,368 | $69.3 萬 | 0.51% | +35+1.5% | 加碼 |
| Private Trust Co NA | 2,387 | $69.9 萬 | 0.10% | −138−5.5% | 減碼 |
| Janney Capital Management LLC | 2,400 | $70.3 萬 | 0.05% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 2,428 | $71.1 萬 | 0.15% | +1,055+76.8% | 加碼 |
| Doheny Asset Management | 2,500 | $73.2 萬 | 0.51% | 00.0% | 不變 |
| Brighton Jones LLC | 2,508 | $73.4 萬 | 0.03% | −7−0.3% | 減碼 |
| Triangle Securities Wealth Management | 2,549 | $74.6 萬 | 0.23% | −31−1.2% | 減碼 |
| Allworth Financial LP | 2,580 | $75.5 萬 | 0.01% | +31+1.2% | 加碼 |
| Everence Capital Management Inc | 2,580 | $75.5 萬 | 0.06% | +2,580 | 新進 |
| Veritable, L.P. | 2,583 | $75.6 萬 | 0.01% | +24+0.9% | 加碼 |
| Brewin Dolphin Ltd | 2,585 | $75.7 萬 | 0.03% | +15+0.6% | 加碼 |
| Metatron Capital SICAV plc | 2,600 | $76.1 萬 | 0.72% | +2,600 | 新進 |
| Redpoint Investment Management Pty Ltd | 2,662 | $77.9 萬 | 0.06% | +63+2.4% | 加碼 |
| Highland Capital Management, LLC | 2,666 | $78.1 萬 | 0.04% | 00.0% | 不變 |
| Horizon Investments, LLC | 2,667 | $78.1 萬 | 0.02% | +642+31.7% | 加碼 |
| Schroder Investment Management Group | 2,684 | $78.6 萬 | 0.00% | −24,421−90.1% | 減碼 |