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 +21 家
- 持有股數
- 1.22 億
- 較 2022 年第 3 季 +568.1 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
- 67
- 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 |
|---|---|---|---|---|---|
| Beacon Pointe Advisors, LLC | 5,565 | $108.2 萬 | 0.02% | +475+9.3% | 加碼 |
| American Century Companies Inc | 5,398 | $104.9 萬 | 0.00% | −24−0.4% | 減碼 |
| Ieq Capital, LLC | 5,377 | $104.5 萬 | 0.03% | −1,211−18.4% | 減碼 |
| Pegasus Partners Ltd. | 5,349 | $104.0 萬 | 0.17% | +55+1.0% | 加碼 |
| FDx Advisors, Inc. | 5,265 | $102.3 萬 | 0.04% | −1,940−26.9% | 減碼 |
| Univest Financial Corp | 5,250 | $102.0 萬 | 0.32% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 5,244 | $101.9 萬 | 0.00% | +23+0.4% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,200 | $101.1 萬 | 0.04% | −300−5.5% | 減碼 |
| Wealthfront Advisers LLC | 5,149 | $100.1 萬 | 0.00% | +2,043+65.8% | 加碼 |
| Heritage Wealth Management, LLC | 5,134 | $99.8 萬 | 0.14% | +2,921+132.0% | 加碼 |
| Wesbanco Bank Inc | 5,106 | $99.3 萬 | 0.04% | +2,095+69.6% | 加碼 |
| Cetera Advisor Networks LLC | 5,019 | $97.5 萬 | 0.01% | +5,019 | 新進 |
| Mercer Global Advisors Inc | 5,019 | $97.5 萬 | 0.00% | +458+10.0% | 加碼 |
| Chicago Partners Investment Group LLC | 4,255 | $94.9 萬 | 0.06% | +7+0.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 4,857 | $94.4 萬 | 0.01% | +4,857 | 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 |
| Shorepoint Capital Partners LLC | 4,800 | $93.3 萬 | 0.26% | +4,800 | 新進 |
| Donaldson Capital Management, LLC | 4,756 | $92.4 萬 | 0.05% | 00.0% | 不變 |
| Cetera Investment Advisers | 4,721 | $91.8 萬 | 0.01% | +1,883+66.3% | 加碼 |
| Prudential PLC | 4,631 | $90.0 萬 | 0.01% | +2,340+102.1% | 加碼 |
| Gratus Capital LLC | 4,628 | $90.0 萬 | 0.07% | −619−11.8% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,386 | $85.2 萬 | 0.07% | 00.0% | 不變 |
| Twin Tree Management, LP | 4,322 | $84.0 萬 | 0.03% | −11,352−72.4% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,299 | $83.6 萬 | 0.00% | +382+9.8% | 加碼 |
| Monticello Wealth Management, LLC | 4,273 | $83.1 萬 | 0.09% | 00.0% | 不變 |
| CX Institutional | 4,264 | $82.9 萬 | 0.05% | +118+2.8% | 加碼 |
| Seeyond | 4,212 | $81.9 萬 | 0.08% | −1,288−23.4% | 減碼 |
| Advisor OS, LLC | 4,135 | $80.4 萬 | 0.21% | +844+25.6% | 加碼 |
| Connectus Wealth, LLC | 4,059 | $78.9 萬 | 0.02% | −4−0.1% | 減碼 |
| Aevitas Wealth Management, Inc. | 4,023 | $78.2 萬 | 0.46% | +127+3.3% | 加碼 |
| Nwam LLC | 4,005 | $77.8 萬 | 0.07% | −224−5.3% | 減碼 |
| AE Wealth Management LLC | 3,958 | $76.9 萬 | 0.01% | −39−1.0% | 減碼 |
| Fiduciary Group LLC | 3,898 | $75.8 萬 | 0.10% | 00.0% | 不變 |
| Accretive Wealth Partners, LLC | 3,858 | $75.0 萬 | 0.52% | +154+4.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,837 | $74.6 萬 | 0.02% | −709−15.6% | 減碼 |
| Community Bank, N.A. | 3,800 | $73.9 萬 | 0.10% | 00.0% | 不變 |
| Bamco Inc | 3,700 | $71.9 萬 | 0.00% | −2,300−38.3% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $70.0 萬 | 0.32% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,600 | $70.0 萬 | 0.06% | +3,600 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 3,593 | $69.8 萬 | 0.01% | −101−2.7% | 減碼 |
| Exchange Capital Management, Inc. | 3,544 | $68.9 萬 | 0.15% | −50−1.4% | 減碼 |
| LVW Advisors, LLC | 3,518 | $68.4 萬 | 0.14% | −264−7.0% | 減碼 |
| Belpointe Asset Management LLC | 3,497 | $68.0 萬 | 0.04% | −568−14.0% | 減碼 |
| New England Capital Financial Advisors LLC | 3,034 | $67.6 萬 | 0.48% | +3,034 | 新進 |
| Capital Investment Advisors, LLC | 3,342 | $65.0 萬 | 0.02% | −77−2.3% | 減碼 |
| Illinois Municipal Retirement Fund | 3,304 | $64.2 萬 | 0.01% | 00.0% | 不變 |
| Triangle Securities Wealth Management | 3,281 | $63.8 萬 | 0.23% | −47−1.4% | 減碼 |
| Metis Global Partners, LLC | 3,245 | $63.1 萬 | 0.06% | +880+37.2% | 加碼 |
| Hennion & Walsh Asset Management, Inc. | 3,243 | $63.0 萬 | 0.04% | +674+26.2% | 加碼 |
| Empirical Finance, LLC | 3,220 | $62.6 萬 | 0.06% | +273+9.3% | 加碼 |
| Park Avenue Securities LLC | 3,170 | $61.6 萬 | 0.01% | −741−18.9% | 減碼 |
| Tower Research Capital LLC (TRC) | 3,158 | $61.4 萬 | 0.03% | −11,020−77.7% | 減碼 |
| Spinnaker Trust | 3,125 | $60.7 萬 | 0.05% | −175−5.3% | 減碼 |
| Laurel Wealth Advisors, Inc. | 3,075 | $59.8 萬 | 0.06% | −293−8.7% | 減碼 |
| Cerity Partners LLC | 3,052 | $59.7 萬 | 0.00% | +758+33.0% | 加碼 |
| Linscomb & Williams, Inc. | 3,064 | $59.6 萬 | 0.03% | +488+18.9% | 加碼 |
| Financial Counselors Inc | 3,048 | $59.2 萬 | 0.01% | −307−9.2% | 減碼 |
| Impax Asset Management Group plc | 3,031 | $58.9 萬 | 0.00% | −1,067−26.0% | 減碼 |
| Huntington National Bank | 3,027 | $58.8 萬 | 0.01% | +892+41.8% | 加碼 |
| Pendal Group Limited | 3,007 | $58.4 萬 | 0.01% | −754−20.0% | 減碼 |
| Guggenheim Capital LLC | 2,980 | $57.9 萬 | 0.01% | −4,485−60.1% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,964 | $57.6 萬 | 0.01% | −2,036−40.7% | 減碼 |
| Brighton Jones LLC | 2,935 | $57.1 萬 | 0.03% | −11−0.4% | 減碼 |
| AIA Group Ltd | 2,932 | $57.0 萬 | 0.03% | −118−3.9% | 減碼 |
| Vestcor Inc | 2,903 | $56.4 萬 | 0.02% | +21+0.7% | 加碼 |
| Aberdeen Wealth Management LLC | 2,900 | $56.4 萬 | 0.43% | 00.0% | 不變 |
| Bowen Hanes & Co Inc | 2,868 | $55.7 萬 | 0.02% | −1,970−40.7% | 減碼 |
| Veriti Management LLC | 2,853 | $55.5 萬 | 0.07% | +14+0.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $55.1 萬 | 0.06% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 2,828 | $55.0 萬 | 0.06% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 2,826 | $54.9 萬 | 0.07% | +2,826 | 新進 |
| Veritable, L.P. | 2,761 | $53.7 萬 | 0.01% | +172+6.6% | 加碼 |
| TownSquare Capital, LLC | 2,750 | $53.5 萬 | 0.01% | +1,182+75.4% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,686 | $52.2 萬 | 0.01% | +3+0.1% | 加碼 |
| Highland Capital Management, LLC | 2,666 | $51.8 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,646 | $51.4 萬 | 0.00% | 00.0% | 不變 |
| Athena Investment Management | 2,633 | $51.2 萬 | 0.38% | 00.0% | 不變 |
| First Manhattan Co | 2,596 | $50.5 萬 | 0.00% | +903+53.3% | 加碼 |
| K.J. Harrison & Partners Inc | 1,916 | $50.4 萬 | 0.10% | 00.0% | 不變 |
| Financial Advisory Corp | 2,552 | $49.6 萬 | 0.25% | −19−0.7% | 減碼 |
| Sun Life Financial INC | 2,533 | $49.5 萬 | 0.04% | −237−8.6% | 減碼 |
| Annandale Capital, LLC | 2,515 | $48.9 萬 | 0.16% | +2,515 | 新進 |
| Doheny Asset Management | 2,500 | $48.6 萬 | 0.56% | 00.0% | 不變 |
| Intercontinental Wealth Advisors, LLC | 2,461 | $47.8 萬 | 0.14% | −6−0.2% | 減碼 |
| Janney Capital Management LLC | 2,461 | $47.8 萬 | 0.03% | +90+3.8% | 加碼 |
| Morningstar Investment Services LLC | 2,309 | $47.0 萬 | 0.01% | +4+0.2% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,364 | $45.9 萬 | 0.04% | +322+15.8% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 2,346 | $45.6 萬 | 0.01% | +1,092+87.1% | 加碼 |
| National Asset Management, Inc. | 2,344 | $45.6 萬 | 0.01% | +284+13.8% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 2,300 | $44.7 萬 | 0.22% | +499+27.7% | 加碼 |
| Allworth Financial LP | 2,290 | $44.5 萬 | 0.00% | −59−2.5% | 減碼 |
| Bleakley Financial Group, LLC | 2,272 | $44.2 萬 | 0.02% | +2,272 | 新進 |
| Concentric Capital Strategies, LP | 2,244 | $43.6 萬 | 0.22% | +2,244 | 新進 |
| Blueshift Asset Management, LLC | 2,217 | $43.1 萬 | 0.20% | +2,217 | 新進 |
| Wedmont Private Capital | 2,098 | $42.9 萬 | 0.06% | +2,098 | 新進 |
| Ancora Advisors, LLC | 2,193 | $42.6 萬 | 0.01% | +120+5.8% | 加碼 |
| Manchester Capital Management LLC | 2,150 | $41.8 萬 | 0.06% | 00.0% | 不變 |
| Roundview Capital LLC | 2,134 | $41.5 萬 | 0.05% | −80−3.6% | 減碼 |
| Natixis Investment Managers International | 2,110 | $41.0 萬 | 0.03% | +635+43.1% | 加碼 |