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。
2023 年第 1 季 13F 持有人
Equifax Inc 在 2023/3/31 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
- 664
- 較 2022 年第 4 季 +38 家
- 持有股數
- 1.21 億
- 較 2022 年第 4 季 −76.9 萬 (−0.6%)
- 總市值
- $245.1 億
- 較 2022 年第 4 季 +$8.94 億 (+3.8%)
- 新進機構
- 75
- 另有 221 家加碼
- 清倉機構
- 37
- 另有 212 家減碼
另有 10 家機構在 2022 年第 4 季持有、還沒有申報 2023 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 |
2023 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 2022 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Fiduciary Trust Co | 5,945 | $120.6 萬 | 0.02% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 5,872 | $119.1 萬 | 0.03% | −209−3.4% | 減碼 |
| Ieq Capital, LLC | 5,838 | $118.4 萬 | 0.03% | +461+8.6% | 加碼 |
| Regions Financial Corp | 5,747 | $116.6 萬 | 0.01% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 5,705 | $115.7 萬 | 0.06% | −100−1.7% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,677 | $115.2 萬 | 0.00% | 00.0% | 不變 |
| Pegasus Partners Ltd. | 5,663 | $114.9 萬 | 0.18% | +314+5.9% | 加碼 |
| AXS Investments LLC | 5,590 | $113.4 萬 | 0.37% | −1,801−24.4% | 減碼 |
| American Century Companies Inc | 5,593 | $111.9 萬 | 0.00% | +195+3.6% | 加碼 |
| Metropolitan Life Insurance Co | 5,479 | $111.1 萬 | 0.06% | −1,463−21.1% | 減碼 |
| Mercer Global Advisors Inc | 5,406 | $109.7 萬 | 0.00% | +387+7.7% | 加碼 |
| Telemus Capital, LLC | 5,400 | $109.5 萬 | 0.10% | −368−6.4% | 減碼 |
| Univest Financial Corp | 5,250 | $106.5 萬 | 0.33% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 5,200 | $105.5 萬 | 0.04% | 00.0% | 不變 |
| FDx Advisors, Inc. | 5,265 | $102.3 萬 | 0.04% | 00.0% | 不變 |
| Y-Intercept (Hong Kong) Ltd | 4,982 | $101.1 萬 | 0.12% | +4,982 | 新進 |
| Pallas Capital Advisors LLC | 4,997 | $100.4 萬 | 0.09% | −270−5.1% | 減碼 |
| Guggenheim Capital LLC | 4,886 | $99.1 萬 | 0.01% | +1,906+64.0% | 加碼 |
| Fort Washington Investment Advisors Inc | 4,857 | $98.5 萬 | 0.01% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 4,838 | $98.1 萬 | 0.01% | −181−3.6% | 減碼 |
| Canada Pension Plan Investment Board | 4,802 | $97.4 萬 | 0.00% | +4,802 | 新進 |
| Cambridge Investment Research Advisors, Inc. | 4,751 | $96.4 萬 | 0.00% | −993−17.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 4,734 | $96.0 萬 | 0.00% | +435+10.1% | 加碼 |
| Exchange Capital Management, Inc. | 4,725 | $95.8 萬 | 0.19% | +1,181+33.3% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,684 | $95.0 萬 | 0.13% | −1,482−24.0% | 減碼 |
| Gratus Capital LLC | 4,631 | $93.9 萬 | 0.07% | +3+0.1% | 加碼 |
| Donaldson Capital Management, LLC | 4,581 | $92.9 萬 | 0.04% | −175−3.7% | 減碼 |
| Metis Global Partners, LLC | 4,522 | $91.7 萬 | 0.06% | +1,277+39.4% | 加碼 |
| CX Institutional | 4,424 | $89.5 萬 | 0.05% | +160+3.8% | 加碼 |
| Sonen Capital LLC | 4,404 | $89.3 萬 | 1.51% | −2,757−38.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,359 | $88.4 萬 | 0.07% | −27−0.6% | 減碼 |
| XTX Topco Ltd | 4,341 | $88.1 萬 | 0.18% | +4,341 | 新進 |
| B. Metzler seel. Sohn & Co. AG | 4,338 | $88.0 萬 | 0.01% | +745+20.7% | 加碼 |
| Kestra Advisory Services, LLC | 4,331 | $87.9 萬 | 0.01% | −2,482−36.4% | 減碼 |
| Advisor OS, LLC | 4,308 | $87.4 萬 | 0.21% | +173+4.2% | 加碼 |
| Brighton Jones LLC | 4,304 | $87.3 萬 | 0.05% | +1,369+46.6% | 加碼 |
| Chicago Partners Investment Group LLC | 4,275 | $85.9 萬 | 0.05% | +20+0.5% | 加碼 |
| Panagora Asset Management Inc | 4,201 | $85.2 萬 | 0.01% | −2,559−37.9% | 減碼 |
| Cetera Investment Advisers | 4,169 | $84.6 萬 | 0.01% | −552−11.7% | 減碼 |
| Monticello Wealth Management, LLC | 4,273 | $83.1 萬 | 0.09% | 00.0% | 不變 |
| Connectus Wealth, LLC | 4,067 | $82.5 萬 | 0.02% | +8+0.2% | 加碼 |
| Nwam LLC | 4,005 | $81.2 萬 | 0.08% | 00.0% | 不變 |
| AE Wealth Management LLC | 3,986 | $80.9 萬 | 0.01% | +28+0.7% | 加碼 |
| Bayesian Capital Management, LP | 3,945 | $80.0 萬 | 0.10% | +3,945 | 新進 |
| Accretive Wealth Partners, LLC | 3,904 | $79.2 萬 | 0.51% | +46+1.2% | 加碼 |
| Fiduciary Group LLC | 3,898 | $79.1 萬 | 0.10% | 00.0% | 不變 |
| Northwestern Mutual Investment Management Company, LLC | 3,850 | $78.1 萬 | 0.02% | +13+0.3% | 加碼 |
| Prudential PLC | 3,838 | $77.8 萬 | 0.01% | −793−17.1% | 減碼 |
| Cresset Asset Management, LLC | 3,809 | $77.3 萬 | 0.02% | +3,809 | 新進 |
| Community Bank, N.A. | 3,750 | $76.1 萬 | 0.10% | −50−1.3% | 減碼 |
| Wesbanco Bank Inc | 3,710 | $75.3 萬 | 0.03% | −1,396−27.3% | 減碼 |
| Bamco Inc | 3,700 | $75.1 萬 | 0.00% | 00.0% | 不變 |
| Seven Eight Capital, LP | 3,668 | $74.4 萬 | 0.16% | +3,668 | 新進 |
| Quantinno Capital Management LP | 3,643 | $73.9 萬 | 0.05% | −2,580−41.5% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,600 | $73.0 萬 | 0.06% | 00.0% | 不變 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $73.0 萬 | 0.32% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,431 | $69.6 萬 | 0.14% | −87−2.5% | 減碼 |
| Empirical Finance, LLC | 3,380 | $68.6 萬 | 0.06% | +160+5.0% | 加碼 |
| TownSquare Capital, LLC | 3,376 | $68.5 萬 | 0.02% | +626+22.8% | 加碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,365 | $68.3 萬 | 0.01% | +679+25.3% | 加碼 |
| Capital Investment Advisors, LLC | 3,326 | $67.5 萬 | 0.02% | −16−0.5% | 減碼 |
| Illinois Municipal Retirement Fund | 3,304 | $67.0 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 3,301 | $67.0 萬 | 0.04% | +58+1.8% | 加碼 |
| Ostrum Asset Management | 3,258 | $66.1 萬 | 0.06% | +3,258 | 新進 |
| Beacon Pointe Advisors, LLC | 3,234 | $65.6 萬 | 0.01% | −2,331−41.9% | 減碼 |
| Assetmark, Inc | 3,209 | $65.1 萬 | 0.00% | −6,235−66.0% | 減碼 |
| Veriti Management LLC | 3,202 | $65.0 萬 | 0.08% | +349+12.2% | 加碼 |
| Triangle Securities Wealth Management | 3,196 | $64.8 萬 | 0.23% | −85−2.6% | 減碼 |
| Verition Fund Management LLC | 3,136 | $63.6 萬 | 0.01% | +3,136 | 新進 |
| Spinnaker Trust | 3,125 | $63.4 萬 | 0.05% | 00.0% | 不變 |
| Huntington National Bank | 3,059 | $62.0 萬 | 0.01% | +32+1.1% | 加碼 |
| New England Capital Financial Advisors LLC | 3,034 | $61.5 萬 | 0.43% | 00.0% | 不變 |
| Perpetual Ltd | 2,975 | $60.3 萬 | 0.01% | +2,975 | 新進 |
| Financial Counselors Inc | 2,963 | $60.1 萬 | 0.01% | −85−2.8% | 減碼 |
| AIA Group Ltd | 2,932 | $59.5 萬 | 0.03% | 00.0% | 不變 |
| Impax Asset Management Group plc | 2,915 | $59.1 萬 | 0.00% | −116−3.8% | 減碼 |
| Veritable, L.P. | 2,907 | $59.0 萬 | 0.01% | +146+5.3% | 加碼 |
| Aberdeen Wealth Management LLC | 2,900 | $58.8 萬 | 0.44% | 00.0% | 不變 |
| Vestcor Inc | 2,887 | $58.6 萬 | 0.02% | −16−0.6% | 減碼 |
| Kovitz Investment Group Partners, LLC | 2,885 | $58.5 萬 | 0.01% | −79−2.7% | 減碼 |
| Bowen Hanes & Co Inc | 2,868 | $58.2 萬 | 0.02% | 00.0% | 不變 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,835 | $57.5 萬 | 0.06% | 00.0% | 不變 |
| Eagle Ridge Investment Management | 2,828 | $57.4 萬 | 0.06% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 2,819 | $57.2 萬 | 0.03% | −245−8.0% | 減碼 |
| NWF Advisory Services Inc. | 2,404 | $56.6 萬 | 0.13% | +2,404 | 新進 |
| Simplex Trading, LLC | 2,734 | $55.4 萬 | 0.03% | +1,790+189.6% | 加碼 |
| Alberta Investment Management Corp | 2,700 | $54.8 萬 | 0.01% | +2,700 | 新進 |
| Tokio Marine Asset Management Co Ltd | 2,689 | $54.5 萬 | 0.04% | +325+13.7% | 加碼 |
| Highland Capital Management, LLC | 2,666 | $54.1 萬 | 0.04% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,646 | $53.7 萬 | 0.00% | 00.0% | 不變 |
| Athena Investment Management | 2,633 | $53.4 萬 | 0.38% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 2,603 | $52.8 萬 | 0.01% | +257+11.0% | 加碼 |
| Annandale Capital, LLC | 2,517 | $51.1 萬 | 0.16% | +2+0.1% | 加碼 |
| Doheny Asset Management | 2,500 | $50.7 萬 | 0.46% | 00.0% | 不變 |
| Janney Capital Management LLC | 2,488 | $50.5 萬 | 0.04% | +27+1.1% | 加碼 |
| Two Sigma Securities, LLC | 2,477 | $50.2 萬 | 0.04% | +2,477 | 新進 |
| Intercontinental Wealth Advisors, LLC | 2,380 | $48.3 萬 | 0.12% | −81−3.3% | 減碼 |
| Sawtooth Solutions, LLC | 2,350 | $47.7 萬 | 0.01% | +824+54.0% | 加碼 |
| Bleakley Financial Group, LLC | 2,347 | $47.6 萬 | 0.02% | +75+3.3% | 加碼 |
| Financial Advisory Corp | 2,324 | $47.1 萬 | 0.22% | −228−8.9% | 減碼 |