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 3 季 13F 持有人
Equifax Inc 在 2022/9/30 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
- 626
- 較 2022 年第 2 季 −1 家
- 持有股數
- 1.16 億
- 較 2022 年第 2 季 +333.2 萬 (+3.0%)
- 總市值
- $199.1 億
- 較 2022 年第 2 季 −$7.14 億 (−3.5%)
- 新進機構
- 58
- 另有 211 家加碼
- 清倉機構
- 59
- 另有 237 家減碼
另有 7 家機構在 2022 年第 2 季持有、還沒有申報 2022 年第 3 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 3 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 2022 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Bamco Inc | 6,000 | $102.9 萬 | 0.00% | −800−11.8% | 減碼 |
| Long Road Investment Counsel, LLC | 5,966 | $102.3 萬 | 0.56% | 00.0% | 不變 |
| Banco de Sabadell, S.A | 5,846 | $100.3 萬 | 0.83% | +5,846 | 新進 |
| Northwest Investment Counselors, LLC | 5,814 | $99.7 萬 | 0.33% | +546+10.4% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,777 | $99.0 萬 | 0.01% | −127−2.2% | 減碼 |
| Regions Financial Corp | 5,737 | $98.4 萬 | 0.01% | −25−0.4% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,710 | $97.8 萬 | 0.03% | −109−1.9% | 減碼 |
| Gotham Asset Management, LLC | 5,707 | $97.8 萬 | 0.03% | +815+16.7% | 加碼 |
| Kestra Advisory Services, LLC | 5,688 | $97.5 萬 | 0.01% | −57−1.0% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,678 | $97.3 萬 | 0.00% | −3−0.1% | 減碼 |
| HB Wealth Management, LLC | 5,648 | $96.8 萬 | 0.02% | +26+0.5% | 加碼 |
| Quantinno Capital Management LP | 5,535 | $94.9 萬 | 0.12% | −1,415−20.4% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,500 | $94.3 萬 | 0.04% | 00.0% | 不變 |
| Seeyond | 5,500 | $94.2 萬 | 0.11% | −298−5.1% | 減碼 |
| Coronation Fund Managers Ltd. | 5,473 | $93.8 萬 | 0.05% | −8,393−60.5% | 減碼 |
| American Century Companies Inc | 5,422 | $93.0 萬 | 0.00% | −107−1.9% | 減碼 |
| Ethic Inc. | 5,346 | $91.6 萬 | 0.06% | −2,445−31.4% | 減碼 |
| Pegasus Partners Ltd. | 5,294 | $90.8 萬 | 0.19% | +436+9.0% | 加碼 |
| Univest Financial Corp | 5,250 | $90.0 萬 | 0.29% | 00.0% | 不變 |
| Gratus Capital LLC | 5,247 | $89.9 萬 | 0.10% | −693−11.7% | 減碼 |
| Thrivent Financial for Lutherans | 5,221 | $89.5 萬 | 0.00% | +30+0.6% | 加碼 |
| Financial Engines Advisors L.L.C. | 5,190 | $88.9 萬 | 0.00% | +396+8.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 5,090 | $87.2 萬 | 0.02% | +87+1.7% | 加碼 |
| Kovitz Investment Group Partners, LLC | 5,000 | $85.7 萬 | 0.02% | −400−7.4% | 減碼 |
| Bowen Hanes & Co Inc | 4,838 | $82.9 萬 | 0.03% | −3,740−43.6% | 減碼 |
| Alberta Investment Management Corp | 4,800 | $82.3 萬 | 0.01% | −200−4.0% | 減碼 |
| Donaldson Capital Management, LLC | 4,756 | $81.5 萬 | 0.04% | 00.0% | 不變 |
| Pallas Capital Advisors LLC | 5,024 | $80.3 萬 | 0.09% | +315+6.7% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,648 | $79.7 萬 | 0.18% | −24−0.5% | 減碼 |
| Advisor Partners II, LLC | 4,582 | $78.5 萬 | 0.06% | +4,582 | 新進 |
| Mercer Global Advisors Inc | 4,561 | $78.2 萬 | 0.00% | +155+3.5% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 4,546 | $77.9 萬 | 0.02% | −343−7.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $75.2 萬 | 0.07% | +206+4.9% | 加碼 |
| National Bank of Canada | 4,291 | $73.4 萬 | 0.00% | −3,398−44.2% | 減碼 |
| Monticello Wealth Management, LLC | 4,273 | $73.3 萬 | 0.09% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,898 | $73.2 萬 | 0.09% | 00.0% | 不變 |
| Nwam LLC | 4,229 | $72.5 萬 | 0.07% | +224+5.6% | 加碼 |
| CX Institutional | 4,146 | $71.1 萬 | 0.05% | −17−0.4% | 減碼 |
| Chicago Partners Investment Group LLC | 4,248 | $70.4 萬 | 0.05% | +44+1.0% | 加碼 |
| Impax Asset Management Group plc | 4,098 | $70.3 萬 | 0.00% | −89−2.1% | 減碼 |
| Connectus Wealth, LLC | 4,063 | $69.7 萬 | 0.01% | +6+0.1% | 加碼 |
| Belpointe Asset Management LLC | 4,065 | $69.7 萬 | 0.05% | +122+3.1% | 加碼 |
| Cresset Asset Management, LLC | 4,028 | $69.1 萬 | 0.01% | +139+3.6% | 加碼 |
| AE Wealth Management LLC | 3,997 | $68.5 萬 | 0.01% | −208−4.9% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,917 | $67.2 萬 | 0.00% | +1,542+64.9% | 加碼 |
| Park Avenue Securities LLC | 3,911 | $67.0 萬 | 0.01% | −198−4.8% | 減碼 |
| Aevitas Wealth Management, Inc. | 3,896 | $66.8 萬 | 0.50% | −27−0.7% | 減碼 |
| Rafferty Asset Management, LLC | 3,885 | $66.6 萬 | 0.01% | +3,885 | 新進 |
| Atria Wealth Solutions, Inc. | 3,853 | $66.1 萬 | 0.01% | +1,817+89.2% | 加碼 |
| Community Bank, N.A. | 3,800 | $65.2 萬 | 0.10% | 00.0% | 不變 |
| Corient Capital Partners, LLC | 3,559 | $65.1 萬 | 0.05% | +1,065+42.7% | 加碼 |
| Quantitative Investment Management, LLC | 3,795 | $65.0 萬 | 0.11% | +125+3.4% | 加碼 |
| LVW Advisors, LLC | 3,782 | $64.8 萬 | 0.15% | +138+3.8% | 加碼 |
| Pendal Group Limited | 3,761 | $64.5 萬 | 0.01% | +1,003+36.4% | 加碼 |
| Accretive Wealth Partners, LLC | 3,704 | $63.5 萬 | 0.48% | +5+0.1% | 加碼 |
| B. Metzler seel. Sohn & Co. AG | 3,694 | $63.3 萬 | 0.01% | −566−13.3% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $61.7 萬 | 0.30% | −500−12.2% | 減碼 |
| Exchange Capital Management, Inc. | 3,594 | $61.6 萬 | 0.14% | 00.0% | 不變 |
| Sabadell Asset Management, S.A S.G.I.I.C | 3,414 | $61.4 萬 | 0.14% | −698−17.0% | 減碼 |
| Unigestion Holding SA | 3,521 | $58.8 萬 | 0.03% | 00.0% | 不變 |
| Capital Investment Advisors, LLC | 3,419 | $58.6 萬 | 0.02% | −26−0.8% | 減碼 |
| Laurel Wealth Advisors, Inc. | 3,368 | $57.7 萬 | 0.06% | +1,003+42.4% | 加碼 |
| Financial Counselors Inc | 3,355 | $57.5 萬 | 0.01% | −200−5.6% | 減碼 |
| Triangle Securities Wealth Management | 3,328 | $57.1 萬 | 0.23% | +135+4.2% | 加碼 |
| Illinois Municipal Retirement Fund | 3,304 | $56.6 萬 | 0.01% | 00.0% | 不變 |
| Spinnaker Trust | 3,300 | $56.6 萬 | 0.05% | 00.0% | 不變 |
| Advisor OS, LLC | 3,291 | $56.4 萬 | 0.17% | −611−15.7% | 減碼 |
| Wealthfront Advisers LLC | 3,106 | $53.2 萬 | 0.00% | +686+28.3% | 加碼 |
| AIA Group Ltd | 3,050 | $52.3 萬 | 0.03% | +369+13.8% | 加碼 |
| Wesbanco Bank Inc | 3,011 | $51.7 萬 | 0.03% | −2,301−43.3% | 減碼 |
| Intact Investment Management Inc. | 3,000 | $51.5 萬 | 0.02% | 00.0% | 不變 |
| Brighton Jones LLC | 2,946 | $50.5 萬 | 0.03% | −9−0.3% | 減碼 |
| Empirical Finance, LLC | 2,947 | $50.5 萬 | 0.06% | +484+19.7% | 加碼 |
| Aberdeen Wealth Management LLC | 2,900 | $49.7 萬 | 0.44% | 00.0% | 不變 |
| Capital Asset Advisory Services LLC | 2,892 | $49.6 萬 | 0.06% | −1,451−33.4% | 減碼 |
| Vestcor Inc | 2,882 | $49.4 萬 | 0.02% | +41+1.4% | 加碼 |
| Veriti Management LLC | 2,839 | $48.7 萬 | 0.07% | +140+5.2% | 加碼 |
| Cetera Investment Advisers | 2,838 | $48.7 萬 | 0.01% | +1,007+55.0% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $48.6 萬 | 0.06% | −1,000−26.1% | 減碼 |
| Eagle Ridge Investment Management | 2,828 | $48.5 萬 | 0.06% | 00.0% | 不變 |
| Meeder Asset Management Inc | 2,777 | $47.6 萬 | 0.03% | +478+20.8% | 加碼 |
| Sun Life Financial INC | 2,770 | $47.5 萬 | 0.04% | −542−16.4% | 減碼 |
| Teza Capital Management LLC | 2,742 | $47.0 萬 | 0.10% | +2,742 | 新進 |
| EverSource Wealth Advisors, LLC | 2,737 | $46.9 萬 | 0.11% | −336−10.9% | 減碼 |
| Achmea Investment Management B.V. | 2,713 | $46.5 萬 | 0.02% | −6,462−70.4% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,683 | $46.0 萬 | 0.01% | −16−0.6% | 減碼 |
| Highland Capital Management, LLC | 2,666 | $45.7 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,646 | $45.4 萬 | 0.00% | 00.0% | 不變 |
| Athena Investment Management | 2,633 | $45.1 萬 | 0.38% | +125+5.0% | 加碼 |
| Element Capital Management LLC | 2,600 | $44.6 萬 | 0.21% | 00.0% | 不變 |
| Prana Capital Management, LP | 2,590 | $44.4 萬 | 0.03% | −41,634−94.1% | 減碼 |
| Veritable, L.P. | 2,589 | $44.4 萬 | 0.01% | −74−2.8% | 減碼 |
| Everence Capital Management Inc | 2,580 | $44.2 萬 | 0.04% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 2,576 | $44.2 萬 | 0.03% | +16+0.6% | 加碼 |
| Financial Advisory Corp | 2,571 | $44.1 萬 | 0.25% | +62+2.5% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 2,569 | $44.0 萬 | 0.03% | +138+5.7% | 加碼 |
| Echo Street Capital Management LLC | 2,567 | $44.0 萬 | 0.00% | +2,567 | 新進 |
| Davenport & Co LLC | 2,529 | $43.4 萬 | 0.00% | +67+2.7% | 加碼 |
| Doheny Asset Management | 2,500 | $42.9 萬 | 0.43% | +2,500 | 新進 |
| Pacer Advisors, Inc. | 2,498 | $42.8 萬 | 0.00% | +2,303+1,181.0% | 加碼 |