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 2 季 13F 持有人
Equifax Inc 在 2023/6/30 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
- 687
- 較 2023 年第 1 季 +24 家
- 持有股數
- 1.22 億
- 較 2023 年第 1 季 +117.4 萬 (+1.0%)
- 總市值
- $287.0 億
- 較 2023 年第 1 季 +$42.0 億 (+17.1%)
- 新進機構
- 69
- 另有 224 家加碼
- 清倉機構
- 45
- 另有 227 家減碼
另有 1 家機構在 2023 年第 1 季持有、還沒有申報 2023 年第 2 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 2 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 2023 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| BI Asset Management Fondsmaeglerselskab A/S | 2,762 | $65.0 萬 | 0.02% | +630+29.5% | 加碼 |
| Tokio Marine Asset Management Co Ltd | 2,805 | $66.0 萬 | 0.04% | +116+4.3% | 加碼 |
| Eagle Ridge Investment Management | 2,828 | $66.5 萬 | 0.07% | 00.0% | 不變 |
| Veritable, L.P. | 2,847 | $67.0 萬 | 0.01% | −60−2.1% | 減碼 |
| Bowen Hanes & Co Inc | 2,854 | $67.2 萬 | 0.02% | −14−0.5% | 減碼 |
| Vestcor Inc | 2,887 | $67.9 萬 | 0.02% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,900 | $68.2 萬 | 0.49% | 00.0% | 不變 |
| Financial Counselors Inc | 2,948 | $69.4 萬 | 0.01% | −15−0.5% | 減碼 |
| Veriti Management LLC | 2,985 | $70.2 萬 | 0.08% | −217−6.8% | 減碼 |
| XTX Topco Ltd | 3,000 | $70.6 萬 | 0.13% | −1,341−30.9% | 減碼 |
| New England Capital Financial Advisors LLC | 3,034 | $71.4 萬 | 0.47% | 00.0% | 不變 |
| Huntington National Bank | 3,106 | $73.1 萬 | 0.01% | +47+1.5% | 加碼 |
| Spinnaker Trust | 3,125 | $73.5 萬 | 0.05% | 00.0% | 不變 |
| Linscomb & Williams, Inc. | 3,177 | $74.8 萬 | 0.04% | +358+12.7% | 加碼 |
| Triangle Securities Wealth Management | 3,181 | $74.8 萬 | 0.26% | −15−0.5% | 減碼 |
| Connectus Wealth, LLC | 3,188 | $75.0 萬 | 0.02% | −879−21.6% | 減碼 |
| Beacon Pointe Advisors, LLC | 3,203 | $75.4 萬 | 0.01% | −31−1.0% | 減碼 |
| Gratus Capital LLC | 3,235 | $76.1 萬 | 0.05% | −1,396−30.1% | 減碼 |
| O'Shaughnessy Asset Management, LLC | 3,241 | $76.3 萬 | 0.01% | +638+24.5% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,260 | $76.7 萬 | 0.03% | +942+40.6% | 加碼 |
| Ostrum Asset Management | 3,262 | $76.8 萬 | 0.06% | +4+0.1% | 加碼 |
| Raymond James Financial Services Advisors, Inc. | 3,285 | $77.3 萬 | 0.00% | −1,449−30.6% | 減碼 |
| Capital Investment Advisors, LLC | 3,297 | $77.6 萬 | 0.02% | −29−0.9% | 減碼 |
| LVW Advisors, LLC | 3,413 | $80.3 萬 | 0.16% | −18−0.5% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 3,455 | $81.3 萬 | 0.01% | +90+2.7% | 加碼 |
| FDx Advisors, Inc. | 3,495 | $82.2 萬 | 0.05% | −1,770−33.6% | 減碼 |
| Quantinno Capital Management LP | 3,515 | $82.7 萬 | 0.05% | −128−3.5% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $84.7 萬 | 0.36% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,600 | $84.7 萬 | 0.06% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 4,218 | $85.1 萬 | 0.04% | −57−1.3% | 減碼 |
| Wesbanco Bank Inc | 3,675 | $86.5 萬 | 0.04% | −35−0.9% | 減碼 |
| Assetmark, Inc | 3,688 | $86.8 萬 | 0.00% | +479+14.9% | 加碼 |
| TownSquare Capital, LLC | 3,735 | $87.9 萬 | 0.02% | +359+10.6% | 加碼 |
| Community Bank, N.A. | 3,750 | $88.2 萬 | 0.12% | 00.0% | 不變 |
| Bamco Inc | 3,800 | $89.4 萬 | 0.00% | +100+2.7% | 加碼 |
| Empirical Finance, LLC | 3,811 | $89.7 萬 | 0.07% | +431+12.8% | 加碼 |
| Guggenheim Capital LLC | 3,822 | $89.9 萬 | 0.01% | −1,064−21.8% | 減碼 |
| United Capital Financial Advisers, LLC | 3,858 | $90.8 萬 | 0.00% | +2,196+132.1% | 加碼 |
| Integrated Wealth Concepts LLC | 3,867 | $91.0 萬 | 0.02% | +3,867 | 新進 |
| Northwestern Mutual Investment Management Company, LLC | 3,869 | $91.0 萬 | 0.02% | +19+0.5% | 加碼 |
| Fiduciary Group LLC | 3,873 | $91.1 萬 | 0.11% | −25−0.6% | 減碼 |
| AQR Capital Management LLC | 3,984 | $93.7 萬 | 0.00% | +3,984 | 新進 |
| Nwam LLC | 4,013 | $94.4 萬 | 0.08% | +8+0.2% | 加碼 |
| AE Wealth Management LLC | 4,016 | $94.5 萬 | 0.01% | +30+0.8% | 加碼 |
| Advisors Capital Management, LLC | 4,017 | $94.5 萬 | 0.02% | +4,017 | 新進 |
| Accretive Wealth Partners, LLC | 4,077 | $95.9 萬 | 0.57% | +173+4.4% | 加碼 |
| Sonen Capital LLC | 4,099 | $96.4 萬 | 1.60% | −305−6.9% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 4,123 | $97.0 萬 | 0.06% | +822+24.9% | 加碼 |
| Vetamer Capital Management, L.P. | 4,142 | $97.5 萬 | 1.50% | −3,676−47.0% | 減碼 |
| Kestra Advisory Services, LLC | 4,200 | $98.8 萬 | 0.01% | −131−3.0% | 減碼 |
| Panagora Asset Management Inc | 4,201 | $98.8 萬 | 0.01% | 00.0% | 不變 |
| Mercer Global Advisors Inc | 4,203 | $98.9 萬 | 0.00% | −1,203−22.3% | 減碼 |
| iA Global Asset Management Inc. | 4,222 | $99.3 萬 | 0.03% | +4,222 | 新進 |
| Monticello Wealth Management, LLC | 4,273 | $100.5 萬 | 0.10% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 4,289 | $100.9 萬 | 0.05% | −292−6.4% | 減碼 |
| Advisor OS, LLC | 4,360 | $102.6 萬 | 0.17% | +52+1.2% | 加碼 |
| Brighton Jones LLC | 4,362 | $102.6 萬 | 0.05% | +58+1.3% | 加碼 |
| Citadel Advisors LLC | 4,402 | $103.6 萬 | 0.00% | −3,751−46.0% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,403 | $103.6 萬 | 0.08% | +44+1.0% | 加碼 |
| CX Institutional | 4,558 | $107.3 萬 | 0.06% | +134+3.0% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 4,636 | $109.1 萬 | 0.14% | −48−1.0% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 4,720 | $111.1 萬 | 0.01% | −31−0.7% | 減碼 |
| Metis Global Partners, LLC | 4,750 | $111.8 萬 | 0.06% | +228+5.0% | 加碼 |
| Exchange Capital Management, Inc. | 4,808 | $113.1 萬 | 0.21% | +83+1.8% | 加碼 |
| STRS Ohio | 4,819 | $113.3 萬 | 0.00% | +4,819 | 新進 |
| Twin Tree Management, LP | 4,836 | $113.8 萬 | 0.02% | −4,777−49.7% | 減碼 |
| Prudential PLC | 4,843 | $114.0 萬 | 0.01% | +1,005+26.2% | 加碼 |
| Fort Washington Investment Advisors Inc | 4,857 | $114.3 萬 | 0.01% | 00.0% | 不變 |
| FORA Capital, LLC | 4,895 | $115.2 萬 | 0.16% | −2,928−37.4% | 減碼 |
| Troluce Capital Advisors LLC | 5,000 | $117.7 萬 | 1.78% | +5,000 | 新進 |
| Regions Financial Corp | 5,013 | $118.0 萬 | 0.01% | −734−12.8% | 減碼 |
| Crossmark Global Holdings, Inc. | 6,004 | $121.8 萬 | 0.03% | +132+2.2% | 加碼 |
| Telemus Capital, LLC | 5,193 | $122.2 萬 | 0.10% | −207−3.8% | 減碼 |
| Univest Financial Corp | 5,250 | $123.5 萬 | 0.37% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 5,257 | $123.7 萬 | 0.13% | +5,257 | 新進 |
| Cetera Advisor Networks LLC | 5,279 | $124.2 萬 | 0.01% | +441+9.1% | 加碼 |
| Metropolitan Life Insurance Co | 5,345 | $125.8 萬 | 0.06% | −134−2.4% | 減碼 |
| Cetera Investment Advisers | 5,538 | $130.3 萬 | 0.01% | +1,369+32.8% | 加碼 |
| Ieq Capital, LLC | 5,613 | $132.1 萬 | 0.03% | −225−3.9% | 減碼 |
| Pegasus Partners Ltd. | 5,653 | $133.0 萬 | 0.20% | −10−0.2% | 減碼 |
| CIBC Private Wealth Group, LLC | 5,677 | $133.6 萬 | 0.00% | 00.0% | 不變 |
| E. Ohman J:or Asset Management AB | 5,700 | $134.1 萬 | 0.05% | +500+9.6% | 加碼 |
| Cerity Partners LLC | 5,739 | $135.0 萬 | 0.01% | +977+20.5% | 加碼 |
| Kovitz Investment Group Partners, LLC | 5,747 | $135.2 萬 | 0.02% | +2,862+99.2% | 加碼 |
| American Century Companies Inc | 5,886 | $138.5 萬 | 0.00% | +293+5.2% | 加碼 |
| New Mexico Educational Retirement Board | 5,905 | $138.9 萬 | 0.06% | +200+3.5% | 加碼 |
| Fiduciary Trust Co | 5,946 | $139.9 萬 | 0.02% | +10.0% | 加碼 |
| Intech Investment Management LLC | 5,951 | $140.0 萬 | 0.01% | −54,047−90.1% | 減碼 |
| Long Road Investment Counsel, LLC | 5,966 | $140.4 萬 | 0.65% | 00.0% | 不變 |
| Synovus Financial Corp | 6,026 | $141.8 萬 | 0.02% | +6+0.1% | 加碼 |
| Advisor Partners II, LLC | 6,067 | $142.8 萬 | 0.07% | −154−2.5% | 減碼 |
| First Financial Bank - Trust Division | 6,077 | $143.0 萬 | 0.15% | −126−2.0% | 減碼 |
| AIA Group Ltd | 6,178 | $145.4 萬 | 0.07% | +3,246+110.7% | 加碼 |
| Builder Investment Group Inc | 6,208 | $146.1 萬 | 0.57% | −450−6.8% | 減碼 |
| Schroder Investment Management Group | 6,875 | $161.8 萬 | 0.00% | −1,908−21.7% | 減碼 |
| D. E. Shaw & Co., Inc. | 7,044 | $165.7 萬 | 0.00% | −2,576−26.8% | 減碼 |
| Morningstar Investment Services LLC | 7,224 | $169.4 萬 | 0.02% | −275−3.7% | 減碼 |
| Rockland Trust Co | 7,200 | $169.4 萬 | 0.10% | 00.0% | 不變 |
| Cresset Asset Management, LLC | 7,239 | $170.3 萬 | 0.01% | +3,430+90.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 7,325 | $172.4 萬 | 0.21% | −249−3.3% | 減碼 |