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。
2022 年第 1 季 13F 持有人
Equifax Inc 在 2022/3/31 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
- 699
- 較 2021 年第 4 季 +11 家
- 持有股數
- 1.12 億
- 較 2021 年第 4 季 +55.8 萬 (+0.5%)
- 總市值
- $266.1 億
- 較 2021 年第 4 季 −$60.9 億 (−18.6%)
- 新進機構
- 92
- 另有 266 家加碼
- 清倉機構
- 81
- 另有 210 家減碼
另有 8 家機構在 2021 年第 4 季持有、還沒有申報 2022 年第 1 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 |
2022 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| EverSource Wealth Advisors, LLC | 3,028 | $71.8 萬 | 0.18% | +1,594+111.2% | 加碼 |
| Pearl River Capital, LLC | 3,050 | $72.3 萬 | 0.20% | +1,654+118.5% | 加碼 |
| Triangle Securities Wealth Management | 3,065 | $72.7 萬 | 0.24% | +516+20.2% | 加碼 |
| Quantinno Capital Management LP | 3,092 | $73.3 萬 | 0.11% | +1,702+122.4% | 加碼 |
| Boulder Hill Capital Management LP | 3,200 | $75.9 萬 | 0.41% | +3,200 | 新進 |
| AIA Group Ltd | 3,205 | $76.0 萬 | 0.03% | +1,752+120.6% | 加碼 |
| Fiduciary Group LLC | 4,008 | $76.8 萬 | 0.10% | 00.0% | 不變 |
| Barrett Asset Management, LLC | 3,306 | $78.3 萬 | 0.03% | 00.0% | 不變 |
| Sun Life Financial INC | 3,350 | $79.2 萬 | 0.04% | −112−3.2% | 減碼 |
| Chicago Partners Investment Group LLC | 4,238 | $79.7 萬 | 0.06% | +107+2.6% | 加碼 |
| Capital Investment Advisors, LLC | 3,432 | $81.4 萬 | 0.02% | +43+1.3% | 加碼 |
| Brookstone Capital Management | 3,745 | $81.7 萬 | 0.02% | +3,745 | 新進 |
| Corient Capital Partners, LLC | 3,453 | $81.9 萬 | 0.05% | −129−3.6% | 減碼 |
| Advisor OS, LLC | 3,494 | $82.8 萬 | 0.24% | +342+10.9% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,516 | $83.4 萬 | 0.00% | +801+29.5% | 加碼 |
| LVW Advisors, LLC | 3,529 | $83.7 萬 | 0.15% | −245−6.5% | 減碼 |
| Meristem Family Wealth, LLC | 3,529 | $83.7 萬 | 0.09% | −37−1.0% | 減碼 |
| Financial Counselors Inc | 3,555 | $84.3 萬 | 0.02% | −18−0.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,601 | $85.4 萬 | 0.08% | +343+10.5% | 加碼 |
| Park Avenue Securities LLC | 3,659 | $86.8 萬 | 0.02% | +563+18.2% | 加碼 |
| Fortem Financial Group, LLC | 3,682 | $87.3 萬 | 0.38% | −842−18.6% | 減碼 |
| Cutler Group LP | 3,700 | $87.7 萬 | 0.08% | +3,700 | 新進 |
| Community Bank, N.A. | 3,800 | $90.1 萬 | 0.11% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 3,835 | $90.9 萬 | 0.06% | +600+18.5% | 加碼 |
| Spinnaker Trust | 3,846 | $91.2 萬 | 0.06% | 00.0% | 不變 |
| Belpointe Asset Management LLC | 3,845 | $91.2 萬 | 0.06% | +3,845 | 新進 |
| Aevitas Wealth Management, Inc. | 3,919 | $92.9 萬 | 0.57% | +172+4.6% | 加碼 |
| Illinois Municipal Retirement Fund | 3,992 | $94.7 萬 | 0.03% | 00.0% | 不變 |
| Nwam LLC | 4,000 | $94.8 萬 | 0.07% | −10.0% | 減碼 |
| Accretive Wealth Partners, LLC | 4,007 | $95.0 萬 | 0.60% | +67+1.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 4,036 | $95.7 萬 | 0.02% | 00.0% | 不變 |
| AE Wealth Management LLC | 4,081 | $96.8 萬 | 0.01% | +277+7.3% | 加碼 |
| South Dakota Investment Council | 4,085 | $96.9 萬 | 0.02% | −1,299−24.1% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 4,100 | $97.2 萬 | 0.36% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 4,156 | $98.5 萬 | 0.10% | +595+16.7% | 加碼 |
| Atria Wealth Solutions, Inc. | 4,189 | $99.3 萬 | 0.02% | +4,189 | 新進 |
| Impax Asset Management Group plc | 4,229 | $100.3 萬 | 0.00% | +9+0.2% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 4,260 | $101.0 萬 | 0.01% | −180−4.1% | 減碼 |
| Monticello Wealth Management, LLC | 4,273 | $101.3 萬 | 0.10% | 00.0% | 不變 |
| Advisor Partners LLC | 4,304 | $102.0 萬 | 0.06% | +348+8.8% | 加碼 |
| CX Institutional | 4,310 | $102.2 萬 | 0.08% | +32+0.7% | 加碼 |
| Los Angeles Capital Management LLC | 4,369 | $103.6 萬 | 0.00% | −41,482−90.5% | 減碼 |
| Wolverine Trading, LLC | 4,449 | $106.6 萬 | 0.03% | +4,449 | 新進 |
| Vident Investment Advisory, LLC | 4,622 | $109.4 萬 | 0.03% | +368+8.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,682 | $111.0 萬 | 0.21% | −14−0.3% | 減碼 |
| Pegasus Partners Ltd. | 4,734 | $112.2 萬 | 0.20% | −49−1.0% | 減碼 |
| Seeyond | 4,740 | $112.3 萬 | 0.11% | −142−2.9% | 減碼 |
| Donaldson Capital Management, LLC | 4,756 | $112.8 萬 | 0.05% | −775−14.0% | 減碼 |
| Virtu Financial LLC | 4,765 | $113.0 萬 | 0.08% | +4,765 | 新進 |
| Northwest Investment Counselors, LLC | 4,816 | $114.2 萬 | 0.30% | +339+7.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,853 | $115.1 萬 | 0.03% | −636−11.6% | 減碼 |
| American Century Companies Inc | 4,944 | $117.2 萬 | 0.00% | +444+9.9% | 加碼 |
| Connectus Wealth, LLC | 4,037 | $118.2 萬 | 0.04% | 00.0% | 不變 |
| Financial Engines Advisors L.L.C. | 5,018 | $119.0 萬 | 0.00% | −1,653−24.8% | 減碼 |
| AlphaCrest Capital Management LLC | 5,052 | $119.8 萬 | 0.07% | +1,869+58.7% | 加碼 |
| Thrivent Financial for Lutherans | 5,160 | $122.3 萬 | 0.00% | −37−0.7% | 減碼 |
| Schroder Investment Management Group | 5,159 | $123.5 萬 | 0.00% | +2,475+92.2% | 加碼 |
| Univest Financial Corp | 5,251 | $124.5 萬 | 0.35% | +10.0% | 加碼 |
| Kestra Advisory Services, LLC | 5,307 | $125.8 萬 | 0.01% | +182+3.6% | 加碼 |
| Sabadell Asset Management, S.A S.G.I.I.C | 5,621 | $126.2 萬 | 0.22% | +1,712+43.8% | 加碼 |
| Duality Advisers, LP | 5,345 | $126.7 萬 | 0.14% | +5,345 | 新進 |
| Wesbanco Bank Inc | 5,369 | $127.3 萬 | 0.05% | −110−2.0% | 減碼 |
| PDT Partners, LLC | 5,400 | $128.0 萬 | 0.11% | −7,400−57.8% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,500 | $130.4 萬 | 0.04% | 00.0% | 不變 |
| HB Wealth Management, LLC | 5,504 | $130.5 萬 | 0.02% | −294−5.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,701 | $135.2 萬 | 0.02% | +310+5.8% | 加碼 |
| Fort, L.P. | 5,733 | $135.9 萬 | 0.51% | −638−10.0% | 減碼 |
| Regions Financial Corp | 5,762 | $136.6 萬 | 0.01% | −50−0.9% | 減碼 |
| Mercer Global Advisors Inc | 5,800 | $137.5 萬 | 0.01% | +118+2.1% | 加碼 |
| Kovitz Investment Group Partners, LLC | 5,800 | $137.5 萬 | 0.03% | +5,800 | 新進 |
| Squarepoint Ops LLC | 5,873 | $139.2 萬 | 0.01% | +2,408+69.5% | 加碼 |
| Gratus Capital LLC | 5,940 | $140.8 萬 | 0.14% | 00.0% | 不變 |
| Long Road Investment Counsel, LLC | 5,966 | $141.5 萬 | 0.64% | +116+2.0% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,989 | $142.0 萬 | 0.03% | −260−4.2% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 6,008 | $142.5 萬 | 0.01% | −30−0.5% | 減碼 |
| Coronation Fund Managers Ltd. | 6,075 | $144.0 萬 | 0.06% | +6,075 | 新進 |
| First Republic Investment Management, Inc. | 6,092 | $144.4 萬 | 0.00% | −64−1.0% | 減碼 |
| Avestar Capital, LLC | 6,177 | $146.5 萬 | 0.28% | −1,897−23.5% | 減碼 |
| First Financial Bank - Trust Division | 6,206 | $147.1 萬 | 0.16% | +30.0% | 加碼 |
| PEAK6 Investments LLC | 6,257 | $148.4 萬 | 0.04% | −17,961−74.2% | 減碼 |
| Fiduciary Trust Co | 6,280 | $148.9 萬 | 0.03% | 00.0% | 不變 |
| Regentatlantic Capital LLC | 6,395 | $151.6 萬 | 0.04% | −547−7.9% | 減碼 |
| Alberta Investment Management Corp | 6,600 | $156.5 萬 | 0.01% | 00.0% | 不變 |
| STRS Ohio | 6,643 | $157.5 萬 | 0.01% | −554−7.7% | 減碼 |
| Pendal Group Limited | 6,681 | $158.4 萬 | 0.01% | +4,704+237.9% | 加碼 |
| Telemus Capital, LLC | 6,773 | $160.6 萬 | 0.14% | −1,563−18.8% | 減碼 |
| Virginia Retirement Systems Et Al | 6,800 | $161.2 萬 | 0.02% | +6,800 | 新進 |
| Bamco Inc | 6,800 | $161.2 萬 | 0.00% | +6,800 | 新進 |
| SG Americas Securities, LLC | 6,881 | $163.1 萬 | 0.01% | +3,344+94.5% | 加碼 |
| FDx Advisors, Inc. | 6,965 | $165.1 萬 | 0.06% | +459+7.1% | 加碼 |
| JustInvest LLC | 7,026 | $166.6 萬 | 0.08% | +1,395+24.8% | 加碼 |
| New Mexico Educational Retirement Board | 7,105 | $168.5 萬 | 0.06% | −300−4.1% | 減碼 |
| NewEdge Wealth, LLC | 7,116 | $168.7 萬 | 0.07% | +943+15.3% | 加碼 |
| Louisiana State Employees Retirement System | 7,700 | $170.5 萬 | 0.04% | +100+1.3% | 加碼 |
| Rockland Trust Co | 7,200 | $170.7 萬 | 0.11% | 00.0% | 不變 |
| Metropolitan Life Insurance Co | 7,273 | $172.4 萬 | 0.06% | −8,558−54.1% | 減碼 |
| Ethic Inc. | 7,367 | $174.7 萬 | 0.12% | +1,396+23.4% | 加碼 |
| Engineers Gate Manager LP | 7,388 | $175.2 萬 | 0.07% | +6,496+728.3% | 加碼 |
| CIBC World Markets Corp | 7,419 | $175.9 萬 | 0.01% | +3,070+70.6% | 加碼 |
| Banco de Sabadell, S.A | 7,485 | $177.6 萬 | 1.03% | +348+4.9% | 加碼 |