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 3 季 13F 持有人
Equifax Inc 在 2023/9/30 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
- 670
- 較 2023 年第 2 季 −12 家
- 持有股數
- 1.19 億
- 較 2023 年第 2 季 −255.7 萬 (−2.1%)
- 總市值
- $217.4 億
- 較 2023 年第 2 季 −$67.9 億 (−23.8%)
- 新進機構
- 61
- 另有 213 家加碼
- 清倉機構
- 73
- 另有 250 家減碼
另有 5 家機構在 2023 年第 2 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $65.9 萬 | 0.29% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,600 | $65.9 萬 | 0.05% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,630 | $66.5 萬 | 0.03% | −45−1.2% | 減碼 |
| Guggenheim Capital LLC | 3,675 | $67.3 萬 | 0.01% | −147−3.8% | 減碼 |
| Northern Oak Wealth Management Inc | 3,731 | $68.3 萬 | 0.08% | +1,866+100.1% | 加碼 |
| Linscomb & Williams, Inc. | 3,738 | $68.5 萬 | 0.04% | +561+17.7% | 加碼 |
| Community Bank, N.A. | 3,750 | $68.7 萬 | 0.10% | 00.0% | 不變 |
| O'Shaughnessy Asset Management, LLC | 3,770 | $69.1 萬 | 0.01% | +529+16.3% | 加碼 |
| Fiduciary Group LLC | 3,793 | $69.5 萬 | 0.09% | −80−2.1% | 減碼 |
| Sonen Capital LLC | 3,814 | $69.9 萬 | 1.37% | −285−7.0% | 減碼 |
| Integrated Wealth Concepts LLC | 3,865 | $70.8 萬 | 0.01% | −2−0.1% | 減碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,873 | $70.9 萬 | 0.02% | +4+0.1% | 加碼 |
| Axq Capital, LP | 3,900 | $71.4 萬 | 0.25% | +3,900 | 新進 |
| Quantinno Capital Management LP | 3,928 | $72.0 萬 | 0.03% | +413+11.7% | 加碼 |
| Advisors Capital Management, LLC | 3,960 | $72.5 萬 | 0.02% | −57−1.4% | 減碼 |
| Nwam LLC | 4,008 | $73.4 萬 | 0.07% | −5−0.1% | 減碼 |
| Assetmark, Inc | 4,048 | $74.2 萬 | 0.00% | +360+9.8% | 加碼 |
| Mercer Global Advisors Inc | 4,098 | $75.1 萬 | 0.00% | −105−2.5% | 減碼 |
| Accretive Wealth Partners, LLC | 4,131 | $75.7 萬 | 0.45% | +54+1.3% | 加碼 |
| Prudential PLC | 4,134 | $75.7 萬 | 0.01% | −709−14.6% | 減碼 |
| Chicago Partners Investment Group LLC | 4,287 | $76.8 萬 | 0.04% | +69+1.6% | 加碼 |
| Panagora Asset Management Inc | 4,202 | $77.0 萬 | 0.00% | +10.0% | 加碼 |
| Empirical Finance, LLC | 4,210 | $77.1 萬 | 0.06% | +399+10.5% | 加碼 |
| CX Institutional | 4,215 | $77.2 萬 | 0.04% | −343−7.5% | 減碼 |
| iA Global Asset Management Inc. | 4,222 | $77.3 萬 | 0.02% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 4,273 | $78.3 萬 | 0.08% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 4,289 | $78.6 萬 | 0.04% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 4,329 | $79.3 萬 | 0.05% | +206+5.0% | 加碼 |
| Brighton Jones LLC | 4,387 | $80.4 萬 | 0.04% | +25+0.6% | 加碼 |
| Maven Securities LTD | 4,400 | $80.6 萬 | 0.09% | +4,400 | 新進 |
| AE Wealth Management LLC | 4,405 | $80.7 萬 | 0.00% | +389+9.7% | 加碼 |
| Advisor Partners II, LLC | 4,450 | $81.5 萬 | 0.03% | −1,617−26.7% | 減碼 |
| Caisse de Depot Et Placement du Quebec | 4,463 | $81.8 萬 | 0.00% | −4,530−50.4% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,530 | $83.0 萬 | 0.06% | +127+2.9% | 加碼 |
| Advisor OS, LLC | 4,548 | $83.3 萬 | 0.12% | +188+4.3% | 加碼 |
| Kestra Advisory Services, LLC | 4,646 | $85.1 萬 | 0.01% | +446+10.6% | 加碼 |
| Verition Fund Management LLC | 4,702 | $86.1 萬 | 0.01% | −72,837−93.9% | 減碼 |
| Pathstone Family Office, LLC | 4,710 | $86.3 萬 | 0.01% | +2,590+122.2% | 加碼 |
| Exchange Capital Management, Inc. | 4,763 | $87.2 萬 | 0.16% | −45−0.9% | 減碼 |
| Bayesian Capital Management, LP | 4,823 | $88.3 萬 | 0.10% | −3,022−38.5% | 減碼 |
| Fort Washington Investment Advisors Inc | 4,857 | $89.0 萬 | 0.01% | 00.0% | 不變 |
| Norinchukin Bank, The | 4,888 | $89.5 萬 | 0.02% | −6,393−56.7% | 減碼 |
| Regions Financial Corp | 5,008 | $91.7 萬 | 0.01% | −5−0.1% | 減碼 |
| Metropolitan Life Insurance Co | 5,077 | $93.0 萬 | 0.05% | −268−5.0% | 減碼 |
| TownSquare Capital, LLC | 5,120 | $93.8 萬 | 0.02% | +1,385+37.1% | 加碼 |
| First Financial Bank - Trust Division | 5,230 | $95.8 萬 | 0.11% | −847−13.9% | 減碼 |
| Echo Street Capital Management LLC | 5,243 | $96.0 萬 | 0.01% | +5,243 | 新進 |
| Univest Financial Corp | 5,250 | $96.2 萬 | 0.32% | 00.0% | 不變 |
| Wolverine Trading, LLC | 5,250 | $96.2 萬 | 0.01% | +5,250 | 新進 |
| Wealthfront Advisers LLC | 5,253 | $96.2 萬 | 0.00% | −3,089−37.0% | 減碼 |
| Metis Global Partners, LLC | 5,466 | $100.1 萬 | 0.05% | +716+15.1% | 加碼 |
| PDT Partners, LLC | 5,493 | $100.6 萬 | 0.13% | +2,990+119.5% | 加碼 |
| Cambridge Investment Research Advisors, Inc. | 5,657 | $103.6 萬 | 0.00% | +937+19.9% | 加碼 |
| E. Ohman J:or Asset Management AB | 5,700 | $104.4 萬 | 0.04% | 00.0% | 不變 |
| Cetera Investment Advisers | 5,783 | $105.9 萬 | 0.01% | +245+4.4% | 加碼 |
| South Dakota Investment Council | 5,785 | $106.0 萬 | 0.02% | +3,700+177.5% | 加碼 |
| CIBC Private Wealth Group, LLC | 5,800 | $106.2 萬 | 0.00% | +123+2.2% | 加碼 |
| Crossmark Global Holdings, Inc. | 5,809 | $108.8 萬 | 0.02% | −195−3.2% | 減碼 |
| Fiduciary Trust Co | 5,946 | $108.9 萬 | 0.02% | 00.0% | 不變 |
| Long Road Investment Counsel, LLC | 5,966 | $109.3 萬 | 0.53% | 00.0% | 不變 |
| AXS Investments LLC | 6,028 | $110.4 萬 | 0.29% | −1,183−16.4% | 減碼 |
| Synovus Financial Corp | 6,033 | $110.5 萬 | 0.01% | +7+0.1% | 加碼 |
| Ieq Capital, LLC | 6,154 | $112.7 萬 | 0.02% | +541+9.6% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 6,187 | $113.3 萬 | 0.14% | +1,551+33.5% | 加碼 |
| Wellington Shields Capital Management, LLC | 6,188 | $113.4 萬 | 0.15% | −1,137−15.5% | 減碼 |
| Builder Investment Group Inc | 6,208 | $113.7 萬 | 0.45% | 00.0% | 不變 |
| Cetera Advisor Networks LLC | 6,355 | $116.4 萬 | 0.01% | +1,076+20.4% | 加碼 |
| New Mexico Educational Retirement Board | 6,405 | $117.3 萬 | 0.05% | +500+8.5% | 加碼 |
| STRS Ohio | 6,695 | $122.6 萬 | 0.01% | +1,876+38.9% | 加碼 |
| Pegasus Partners Ltd. | 6,764 | $123.9 萬 | 0.17% | +1,111+19.7% | 加碼 |
| CIBC World Markets Corp | 6,773 | $124.1 萬 | 0.01% | −7,597−52.9% | 減碼 |
| Thrivent Financial for Lutherans | 6,810 | $124.7 萬 | 0.00% | −1,082−13.7% | 減碼 |
| American Century Companies Inc | 6,994 | $128.1 萬 | 0.00% | +1,108+18.8% | 加碼 |
| Schroder Investment Management Group | 7,096 | $130.0 萬 | 0.00% | +221+3.2% | 加碼 |
| Cresset Asset Management, LLC | 7,164 | $131.2 萬 | 0.01% | −75−1.0% | 減碼 |
| Rockland Trust Co | 7,200 | $131.9 萬 | 0.08% | 00.0% | 不變 |
| Wellington Shields & Co., LLC | 7,365 | $134.9 萬 | 0.34% | 00.0% | 不變 |
| Dark Forest Capital Management LP | 7,427 | $136.0 萬 | 0.11% | +2,170+41.3% | 加碼 |
| Candriam Luxembourg S.C.A. | 7,464 | $136.7 萬 | 0.01% | −618−7.6% | 減碼 |
| Ethic Inc. | 7,525 | $137.8 萬 | 0.05% | −883−10.5% | 減碼 |
| Louisiana State Employees Retirement System | 7,600 | $139.2 萬 | 0.03% | 00.0% | 不變 |
| Intech Investment Management LLC | 7,639 | $139.9 萬 | 0.02% | +1,688+28.4% | 加碼 |
| Swiss Life Asset Management Ltd | 7,774 | $142.4 萬 | 0.02% | 00.0% | 不變 |
| AIA Group Ltd | 7,917 | $145.0 萬 | 0.07% | +1,739+28.1% | 加碼 |
| JustInvest LLC | 7,981 | $146.2 萬 | 0.04% | −720−8.3% | 減碼 |
| Allspring Global Investments Holdings, LLC | 8,052 | $147.5 萬 | 0.00% | −512−6.0% | 減碼 |
| Penobscot Investment Management Company, Inc. | 8,200 | $150.2 萬 | 0.20% | 00.0% | 不變 |
| Hartford Investment Management Co | 8,365 | $153.2 萬 | 0.06% | −248−2.9% | 減碼 |
| Droms Strauss Advisors Inc | 8,554 | $156.7 萬 | 0.67% | −82−0.9% | 減碼 |
| Cornerstone Wealth Management, LLC | 8,756 | $160.4 萬 | 0.15% | −141−1.6% | 減碼 |
| Northwest Investment Counselors, LLC | 8,759 | $160.5 萬 | 0.45% | +533+6.5% | 加碼 |
| Securian Asset Management, Inc | 8,762 | $160.5 萬 | 0.05% | −1,464−14.3% | 減碼 |
| Envestnet Portfolio Solutions, Inc. | 8,966 | $164.2 萬 | 0.01% | +8,966 | 新進 |
| Reynders McVeigh Capital Management, LLC | 9,012 | $165.1 萬 | 0.11% | 00.0% | 不變 |
| Seven Eight Capital, LP | 9,190 | $168.3 萬 | 0.20% | +9,190 | 新進 |
| Bank of Nova Scotia | 9,243 | $169.3 萬 | 0.00% | −311−3.3% | 減碼 |
| Maryland State Retirement & Pension System | 9,304 | $170.4 萬 | 0.04% | 00.0% | 不變 |
| M&T Bank Corp | 9,317 | $170.7 萬 | 0.01% | −1,575−14.5% | 減碼 |
| Cary Street Partner Investment Advisory LLC | 9,368 | $171.6 萬 | 0.09% | −205−2.1% | 減碼 |
| Oregon Public Employees Retirement Fund | 9,464 | $173.4 萬 | 0.02% | −41−0.4% | 減碼 |