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 4 季 13F 持有人
Equifax Inc 在 2023/12/31 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
- 730
- 較 2023 年第 3 季 +68 家
- 持有股數
- 1.19 億
- 較 2023 年第 3 季 +62.2 萬 (+0.5%)
- 總市值
- $294.9 億
- 較 2023 年第 3 季 +$77.6 億 (+35.7%)
- 新進機構
- 126
- 另有 234 家加碼
- 清倉機構
- 58
- 另有 243 家減碼
另有 8 家機構在 2023 年第 3 季持有、還沒有申報 2023 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 |
2023 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 2023 年第 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Qsemble Capital Management, LP | 1,084 | $26.8 萬 | 0.07% | −9,616−89.9% | 減碼 |
| Wiley Bros.-Aintree Capital, LLC | 1,100 | $27.2 萬 | 0.07% | 00.0% | 不變 |
| Park National Corp | 1,100 | $27.2 萬 | 0.01% | 00.0% | 不變 |
| Penserra Capital Management LLC | 1,112 | $27.3 萬 | 0.01% | −214−16.1% | 減碼 |
| Sabal Trust CO | 1,112 | $27.5 萬 | 0.02% | 00.0% | 不變 |
| Wealth Alliance | 1,112 | $27.5 萬 | 0.04% | +5+0.5% | 加碼 |
| Meridian Wealth Management, LLC | 1,116 | $27.6 萬 | 0.02% | −1,080−49.2% | 減碼 |
| International Assets Investment Management, LLC | 1,121 | $27.7 萬 | 0.04% | −200,061−99.4% | 減碼 |
| American Trust | 1,127 | $27.9 萬 | 0.02% | −15−1.3% | 減碼 |
| LongView Wealth Management | 1,147 | $27.9 萬 | 0.12% | +1,147 | 新進 |
| Personal Cfo Solutions, LLC | 1,132 | $28.0 萬 | 0.05% | +1,132 | 新進 |
| MJP Associates Inc | 1,137 | $28.1 萬 | 0.07% | +1,137 | 新進 |
| Telemus Capital, LLC | 1,139 | $28.2 萬 | 0.02% | −302−21.0% | 減碼 |
| Burt Wealth Advisors | 1,156 | $28.6 萬 | 0.08% | 00.0% | 不變 |
| Cherry Creek Investment Advisors, Inc. | 1,157 | $28.6 萬 | 0.17% | +2+0.2% | 加碼 |
| Lido Advisors, LLC | 1,164 | $28.8 萬 | 0.00% | −147−11.2% | 減碼 |
| Nicholas Hoffman & Company, LLC. | 1,164 | $28.8 萬 | 0.02% | 00.0% | 不變 |
| Valeo Financial Advisors, LLC | 1,186 | $29.3 萬 | 0.01% | +1,186 | 新進 |
| UniSuper Management Pty Ltd | 1,190 | $29.4 萬 | 0.00% | +290+32.2% | 加碼 |
| Wendell David Associates Inc | 1,200 | $29.7 萬 | 0.03% | 00.0% | 不變 |
| Integrated Advisors Network LLC | 1,233 | $30.5 萬 | 0.02% | +1,233 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,234 | $30.5 萬 | 0.00% | +26+2.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,244 | $30.8 萬 | 0.04% | −126−9.2% | 減碼 |
| V-Square Quantitative Management LLC | 1,254 | $31.0 萬 | 0.07% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 1,260 | $31.2 萬 | 0.02% | +1,260 | 新進 |
| Lake Street Advisors Group, LLC | 1,263 | $31.2 萬 | 0.02% | +1,263 | 新進 |
| Northwestern Mutual Wealth Management Co | 1,272 | $31.4 萬 | 0.00% | +21+1.7% | 加碼 |
| Cetera Advisors LLC | 1,293 | $32.0 萬 | 0.00% | +1,293 | 新進 |
| Cigna Investments Inc | 1,298 | $32.1 萬 | 0.07% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 1,300 | $32.1 萬 | 0.02% | 00.0% | 不變 |
| Wesbanco Bank Inc | 1,304 | $32.2 萬 | 0.02% | −2,326−64.1% | 減碼 |
| Syon Capital LLC | 1,314 | $32.5 萬 | 0.03% | +193+17.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 1,316 | $32.5 萬 | 0.01% | −487−27.0% | 減碼 |
| Siemens Fonds Invest GmbH | 1,329 | $32.9 萬 | 0.03% | +1,329 | 新進 |
| Fox Run Management, L.L.C. | 1,331 | $32.9 萬 | 0.08% | +1,331 | 新進 |
| Symmetry Partners, LLC | 1,336 | $33.3 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,350 | $33.4 萬 | 0.00% | +446+49.3% | 加碼 |
| Axxcess Wealth Management, LLC | 1,388 | $34.3 萬 | 0.01% | −40−2.8% | 減碼 |
| Steele Capital Management, Inc. | 1,389 | $34.3 萬 | 0.02% | +1,389 | 新進 |
| Douglass Winthrop Advisors, LLC | 1,400 | $34.6 萬 | 0.01% | 00.0% | 不變 |
| We Are One Seven, LLC | 1,403 | $34.7 萬 | 0.02% | −27−1.9% | 減碼 |
| Pettee Investors, Inc. | 1,413 | $34.9 萬 | 0.15% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,416 | $35.0 萬 | 0.01% | 00.0% | 不變 |
| Empowered Funds, LLC | 1,431 | $35.4 萬 | 0.01% | +1,431 | 新進 |
| Coldstream Capital Management Inc | 1,452 | $35.9 萬 | 0.01% | +1,452 | 新進 |
| Oxford Financial Group Ltd | 1,462 | $36.2 萬 | 0.03% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 1,466 | $36.3 萬 | 0.04% | −57−3.7% | 減碼 |
| ING Groep NV | 1,469 | $36.3 萬 | 0.00% | −637−30.2% | 減碼 |
| SNS Financial Group, LLC | 1,479 | $36.6 萬 | 0.04% | +6+0.4% | 加碼 |
| Toroso Investments, LLC | 1,492 | $36.9 萬 | 0.01% | +69+4.8% | 加碼 |
| Pitcairn Co | 1,494 | $36.9 萬 | 0.03% | −12−0.8% | 減碼 |
| Strategic Blueprint, LLC | 1,495 | $37.0 萬 | 0.03% | −90−5.7% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,499 | $37.1 萬 | 0.02% | +150+11.1% | 加碼 |
| Washington Trust Co | 1,500 | $37.1 萬 | 0.01% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 1,500 | $37.1 萬 | 0.32% | 00.0% | 不變 |
| TrueWealth Advisors, LLC | 1,505 | $37.2 萬 | 0.14% | −45−2.9% | 減碼 |
| Vident Advisory, LLC | 1,506 | $37.2 萬 | 0.01% | −31−2.0% | 減碼 |
| Greenleaf Trust | 1,507 | $37.3 萬 | 0.00% | +61+4.2% | 加碼 |
| XTX Topco Ltd | 1,531 | $37.9 萬 | 0.08% | −1,386−47.5% | 減碼 |
| Private Trust Co NA | 1,536 | $38.0 萬 | 0.04% | +1+0.1% | 加碼 |
| EverSource Wealth Advisors, LLC | 1,551 | $38.4 萬 | 0.04% | +30+2.0% | 加碼 |
| Verition Fund Management LLC | 1,555 | $38.5 萬 | 0.00% | −3,147−66.9% | 減碼 |
| Trust Co of Virginia | 1,600 | $39.6 萬 | 0.04% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 1,648 | $40.8 萬 | 0.01% | −5−0.3% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,650 | $40.8 萬 | 0.08% | 00.0% | 不變 |
| Profund Advisors LLC | 1,666 | $41.2 萬 | 0.02% | +255+18.1% | 加碼 |
| Horizon Investments, LLC | 1,711 | $42.3 萬 | 0.01% | +35+2.1% | 加碼 |
| HighPoint Advisor Group LLC | 1,623 | $42.4 萬 | 0.03% | +1,623 | 新進 |
| HM Payson & Co | 1,716 | $42.4 萬 | 0.01% | 00.0% | 不變 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,731 | $42.8 萬 | 0.01% | −7−0.4% | 減碼 |
| Vontobel Holding Ltd. | 1,746 | $43.2 萬 | 0.00% | −12−0.7% | 減碼 |
| Correct Capital Wealth Management | 1,751 | $43.3 萬 | 0.11% | +1,751 | 新進 |
| NorthRock Partners, LLC | 1,773 | $43.8 萬 | 0.02% | +487+37.9% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,785 | $44.1 萬 | 0.16% | +4+0.2% | 加碼 |
| Atria Wealth Solutions, Inc. | 1,789 | $44.2 萬 | 0.01% | −3−0.2% | 減碼 |
| CWM Advisors, LLC | 1,794 | $44.4 萬 | 0.05% | −200−10.0% | 減碼 |
| Shapiro Capital Management LLC | 1,800 | $44.5 萬 | 0.01% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,821 | $45.0 萬 | 0.01% | 00.0% | 不變 |
| Brown Brothers Harriman & Co | 1,838 | $45.5 萬 | 0.00% | +1,802+5,005.6% | 加碼 |
| Quadrant Capital Group LLC | 1,838 | $45.5 萬 | 0.04% | +40+2.2% | 加碼 |
| K.J. Harrison & Partners Inc | 1,860 | $46.0 萬 | 0.08% | +1,860 | 新進 |
| Ellevest, Inc. | 1,864 | $46.1 萬 | 0.03% | +1,864 | 新進 |
| Washington Trust Advisors, Inc. | 1,878 | $46.4 萬 | 0.04% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 1,880 | $46.5 萬 | 0.02% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,912 | $47.3 萬 | 0.06% | +10+0.5% | 加碼 |
| Lincoln National Corp | 1,921 | $47.5 萬 | 0.01% | +602+45.6% | 加碼 |
| First Manhattan Co | 1,926 | $47.7 萬 | 0.00% | +16+0.8% | 加碼 |
| Heritage Wealth Management, LLC | 1,935 | $47.9 萬 | 0.26% | +1,935 | 新進 |
| Diversified Trust Co | 1,940 | $48.0 萬 | 0.02% | +97+5.3% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,960 | $48.5 萬 | 0.01% | +1,960 | 新進 |
| Natixis Investment Managers International | 1,985 | $49.1 萬 | 0.03% | +1,135+133.5% | 加碼 |
| Nicolet Bankshares Inc | 1,991 | $49.2 萬 | 0.13% | −27−1.3% | 減碼 |
| BBR Partners, LLC | 2,000 | $49.5 萬 | 0.05% | 00.0% | 不變 |
| Knollwood Investment Advisory, LLC | 2,017 | $49.9 萬 | 0.10% | +2,017 | 新進 |
| Davenport & Co LLC | 2,022 | $50.0 萬 | 0.00% | +48+2.4% | 加碼 |
| Wedgewood Investors Inc | 2,025 | $50.1 萬 | 0.62% | 00.0% | 不變 |
| Wedmont Private Capital | 2,058 | $50.7 萬 | 0.04% | +6+0.3% | 加碼 |
| CAPROCK Group, Inc. | 2,067 | $51.1 萬 | 0.03% | +772+59.6% | 加碼 |
| Roundview Capital LLC | 2,075 | $51.3 萬 | 0.05% | −70−3.3% | 減碼 |