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 4 季 13F 持有人
Equifax Inc 在 2022/12/31 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
- 636
- 較 2022 年第 3 季 +20 家
- 持有股數
- 1.22 億
- 較 2022 年第 3 季 +567.8 萬 (+4.9%)
- 總市值
- $236.2 億
- 較 2022 年第 3 季 +$37.4 億 (+18.8%)
- 新進機構
- 88
- 另有 217 家加碼
- 清倉機構
- 68
- 另有 212 家減碼
另有 11 家機構在 2022 年第 3 季持有、還沒有申報 2022 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 |
2022 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 2022 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Accretive Wealth Partners, LLC | 3,858 | $75.0 萬 | 0.52% | +154+4.2% | 加碼 |
| Fiduciary Group LLC | 3,898 | $75.8 萬 | 0.10% | 00.0% | 不變 |
| AE Wealth Management LLC | 3,958 | $76.9 萬 | 0.01% | −39−1.0% | 減碼 |
| Nwam LLC | 4,005 | $77.8 萬 | 0.07% | −224−5.3% | 減碼 |
| Aevitas Wealth Management, Inc. | 4,023 | $78.2 萬 | 0.46% | +127+3.3% | 加碼 |
| Connectus Wealth, LLC | 4,059 | $78.9 萬 | 0.02% | −4−0.1% | 減碼 |
| Advisor OS, LLC | 4,135 | $80.4 萬 | 0.21% | +844+25.6% | 加碼 |
| Seeyond | 4,212 | $81.9 萬 | 0.08% | −1,288−23.4% | 減碼 |
| CX Institutional | 4,264 | $82.9 萬 | 0.05% | +118+2.8% | 加碼 |
| Monticello Wealth Management, LLC | 4,273 | $83.1 萬 | 0.09% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 4,299 | $83.6 萬 | 0.00% | +382+9.8% | 加碼 |
| Twin Tree Management, LP | 4,322 | $84.0 萬 | 0.03% | −11,352−72.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $85.2 萬 | 0.07% | 00.0% | 不變 |
| Gratus Capital LLC | 4,628 | $90.0 萬 | 0.07% | −619−11.8% | 減碼 |
| Prudential PLC | 4,631 | $90.0 萬 | 0.01% | +2,340+102.1% | 加碼 |
| Cetera Investment Advisers | 4,721 | $91.8 萬 | 0.01% | +1,883+66.3% | 加碼 |
| Donaldson Capital Management, LLC | 4,756 | $92.4 萬 | 0.05% | 00.0% | 不變 |
| Shorepoint Capital Partners LLC | 4,800 | $93.3 萬 | 0.26% | +4,800 | 新進 |
| Allstate Corp | 4,849 | $94.2 萬 | 0.03% | +3,411+237.2% | 加碼 |
| Allstate Investment Management Co | 4,849 | $94.2 萬 | 0.03% | +4,849 | 新進 |
| Fort Washington Investment Advisors Inc | 4,857 | $94.4 萬 | 0.01% | +4,857 | 新進 |
| Chicago Partners Investment Group LLC | 4,255 | $94.9 萬 | 0.06% | +7+0.2% | 加碼 |
| Mercer Global Advisors Inc | 5,019 | $97.5 萬 | 0.00% | +458+10.0% | 加碼 |
| Cetera Advisor Networks LLC | 5,019 | $97.5 萬 | 0.01% | +5,019 | 新進 |
| Wesbanco Bank Inc | 5,106 | $99.3 萬 | 0.04% | +2,095+69.6% | 加碼 |
| Heritage Wealth Management, LLC | 5,134 | $99.8 萬 | 0.14% | +2,921+132.0% | 加碼 |
| Wealthfront Advisers LLC | 5,149 | $100.1 萬 | 0.00% | +2,043+65.8% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,200 | $101.1 萬 | 0.04% | −300−5.5% | 減碼 |
| Thrivent Financial for Lutherans | 5,244 | $101.9 萬 | 0.00% | +23+0.4% | 加碼 |
| Univest Financial Corp | 5,250 | $102.0 萬 | 0.32% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,265 | $102.3 萬 | 0.04% | −1,940−26.9% | 減碼 |
| Pegasus Partners Ltd. | 5,349 | $104.0 萬 | 0.17% | +55+1.0% | 加碼 |
| Ieq Capital, LLC | 5,377 | $104.5 萬 | 0.03% | −1,211−18.4% | 減碼 |
| American Century Companies Inc | 5,398 | $104.9 萬 | 0.00% | −24−0.4% | 減碼 |
| Beacon Pointe Advisors, LLC | 5,565 | $108.2 萬 | 0.02% | +475+9.3% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,677 | $110.3 萬 | 0.00% | −10.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 5,744 | $111.6 萬 | 0.01% | −33−0.6% | 減碼 |
| Regions Financial Corp | 5,747 | $111.7 萬 | 0.01% | +10+0.2% | 加碼 |
| New Mexico Educational Retirement Board | 5,805 | $112.8 萬 | 0.06% | −400−6.4% | 減碼 |
| Advisor Partners II, LLC | 5,902 | $114.7 萬 | 0.07% | +1,320+28.8% | 加碼 |
| Fiduciary Trust Co | 5,945 | $115.5 萬 | 0.02% | −175−2.9% | 減碼 |
| Long Road Investment Counsel, LLC | 5,966 | $116.0 萬 | 0.58% | 00.0% | 不變 |
| Northwest Investment Counselors, LLC | 5,982 | $116.3 萬 | 0.34% | +168+2.9% | 加碼 |
| Synovus Financial Corp | 5,985 | $116.3 萬 | 0.01% | −108−1.8% | 減碼 |
| Pallas Capital Advisors LLC | 5,267 | $117.3 萬 | 0.12% | +243+4.8% | 加碼 |
| Telemus Capital, LLC | 5,768 | $118.0 萬 | 0.11% | −382−6.2% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,081 | $118.2 萬 | 0.03% | +371+6.5% | 加碼 |
| Swiss Life Asset Management Ltd | 6,109 | $118.7 萬 | 0.02% | −1,810−22.9% | 減碼 |
| First Financial Bank - Trust Division | 6,203 | $120.6 萬 | 0.13% | 00.0% | 不變 |
| Quantinno Capital Management LP | 6,223 | $121.0 萬 | 0.09% | +688+12.4% | 加碼 |
| First Republic Investment Management, Inc. | 6,372 | $123.8 萬 | 0.00% | +310+5.1% | 加碼 |
| Builder Investment Group Inc | 6,658 | $129.4 萬 | 0.61% | +6,658 | 新進 |
| Panagora Asset Management Inc | 6,760 | $131.4 萬 | 0.01% | −1,121−14.2% | 減碼 |
| Kestra Advisory Services, LLC | 6,813 | $132.4 萬 | 0.01% | +1,125+19.8% | 加碼 |
| Metropolitan Life Insurance Co | 6,942 | $134.9 萬 | 0.06% | −86−1.2% | 減碼 |
| Sonen Capital LLC | 7,161 | $139.2 萬 | 2.28% | +113+1.6% | 加碼 |
| Rockland Trust Co | 7,200 | $139.9 萬 | 0.09% | 00.0% | 不變 |
| Ethic Inc. | 7,266 | $141.2 萬 | 0.08% | +1,920+35.9% | 加碼 |
| Lone Pine Capital LLC大師孤松資本 | 7,278 | $141.5 萬 | 0.01% | +7,278 | 新進 |
| National Bank of Canada | 7,476 | $145.3 萬 | 0.00% | +3,185+74.2% | 加碼 |
| Vetamer Capital Management, L.P. | 7,515 | $146.1 萬 | 2.02% | +7,515 | 新進 |
| Rafferty Asset Management, LLC | 7,553 | $146.8 萬 | 0.01% | +3,668+94.4% | 加碼 |
| Wellington Shields Capital Management, LLC | 7,573 | $147.2 萬 | 0.18% | +10.0% | 加碼 |
| Schroder Investment Management Group | 7,589 | $147.5 萬 | 0.00% | −332−4.2% | 減碼 |
| Norinchukin Bank, The | 7,775 | $151.1 萬 | 0.03% | −1,953−20.1% | 減碼 |
| Sound View Wealth Advisors Group, LLC | 6,166 | $152.5 萬 | 0.17% | +1,518+32.7% | 加碼 |
| Louisiana State Employees Retirement System | 7,900 | $153.5 萬 | 0.04% | +100+1.3% | 加碼 |
| Penobscot Investment Management Company, Inc. | 8,200 | $159.4 萬 | 0.28% | 00.0% | 不變 |
| Connable Office Inc | 8,480 | $164.8 萬 | 0.24% | 00.0% | 不變 |
| JustInvest LLC | 8,508 | $165.4 萬 | 0.07% | +2,251+36.0% | 加碼 |
| Droms Strauss Advisors Inc | 8,636 | $167.9 萬 | 0.77% | −149−1.7% | 減碼 |
| Greenland Capital Management LP | 8,697 | $169.0 萬 | 0.31% | +8,697 | 新進 |
| Hartford Investment Management Co | 8,843 | $171.9 萬 | 0.05% | −2,811−24.1% | 減碼 |
| Daiwa Securities Group Inc. | 8,881 | $172.6 萬 | 0.01% | +798+9.9% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 9,012 | $175.2 萬 | 0.13% | −260−2.8% | 減碼 |
| Bradley Foster & Sargent Inc | 9,042 | $175.7 萬 | 0.04% | +9,042 | 新進 |
| Atria Investments LLC | 9,129 | $177.4 萬 | 0.04% | −491−5.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 9,391 | $182.5 萬 | 0.02% | 00.0% | 不變 |
| Lindsell Train Ltd大師Lindsell Train | 9,400 | $182.7 萬 | 0.03% | 00.0% | 不變 |
| Assetmark, Inc | 9,444 | $183.6 萬 | 0.01% | −1,960−17.2% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 9,502 | $184.7 萬 | 0.14% | 00.0% | 不變 |
| Aldebaran Financial Inc. | 9,550 | $185.6 萬 | 2.07% | 00.0% | 不變 |
| Maryland State Retirement & Pension System | 9,557 | $185.7 萬 | 0.05% | +306+3.3% | 加碼 |
| Kentucky Retirement Systems | 9,623 | $187.0 萬 | 0.07% | +42+0.4% | 加碼 |
| Wellington Shields & Co., LLC | 9,631 | $187.2 萬 | 0.43% | −125−1.3% | 減碼 |
| Sumitomo Mitsui DS Asset Management Company, Ltd | 9,656 | $187.7 萬 | 0.04% | +64+0.7% | 加碼 |
| Bank of Nova Scotia | 9,961 | $193.6 萬 | 0.01% | +3,876+63.7% | 加碼 |
| RBF Capital, LLC | 10,000 | $194.4 萬 | 0.15% | 00.0% | 不變 |
| Securian Asset Management, Inc | 10,126 | $196.8 萬 | 0.06% | −173−1.7% | 減碼 |
| Burney Co | 10,175 | $197.8 萬 | 0.10% | −265−2.5% | 減碼 |
| Nordea Investment Management AB | 10,333 | $201.3 萬 | 0.00% | +40.0% | 加碼 |
| M&T Bank Corp | 10,676 | $207.4 萬 | 0.01% | −28−0.3% | 減碼 |
| British Columbia Investment Management Corp | 10,843 | $210.7 萬 | 0.02% | −1,257−10.4% | 減碼 |
| Citadel Advisors LLC | 10,867 | $211.2 萬 | 0.00% | +10,867 | 新進 |
| Capital Group Investment Management Pte. Ltd. | 10,937 | $212.6 萬 | 0.08% | +10,937 | 新進 |
| Brinker Capital Investments, LLC | 10,978 | $213.4 萬 | 0.04% | −726−6.2% | 減碼 |
| Ycg, LLC | 11,000 | $213.8 萬 | 0.23% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 11,230 | $218.3 萬 | 0.02% | 00.0% | 不變 |
| AXS Investments LLC | 7,391 | $219.3 萬 | 0.78% | +7,391 | 新進 |
| MML Investors Services, LLC | 11,531 | $224.1 萬 | 0.01% | −1,951−14.5% | 減碼 |