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。
2024 年第 1 季 13F 持有人
Equifax Inc 在 2024/3/31 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
- 770
- 較 2023 年第 4 季 +48 家
- 持有股數
- 1.18 億
- 較 2023 年第 4 季 −103.1 萬 (−0.9%)
- 總市值
- $316.0 億
- 較 2023 年第 4 季 +$21.3 億 (+7.2%)
- 新進機構
- 95
- 另有 266 家加碼
- 清倉機構
- 47
- 另有 260 家減碼
另有 8 家機構在 2023 年第 4 季持有、還沒有申報 2024 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 |
2024 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 2023 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Donaldson Capital Management, LLC | 4,214 | $112.7 萬 | 0.05% | −75−1.7% | 減碼 |
| Monticello Wealth Management, LLC | 4,273 | $114.3 萬 | 0.10% | 00.0% | 不變 |
| Norinchukin Bank, The | 4,325 | $115.7 萬 | 0.03% | −48−1.1% | 減碼 |
| Empirical Finance, LLC | 4,392 | $117.5 萬 | 0.07% | +151+3.6% | 加碼 |
| Mercer Global Advisors Inc | 4,394 | $117.6 萬 | 0.00% | −164−3.6% | 減碼 |
| AXS Investments LLC | 4,513 | $120.7 萬 | 0.29% | −1,224−21.3% | 減碼 |
| CIBC Private Wealth Group, LLC | 4,646 | $121.1 萬 | 0.00% | −1,455−23.8% | 減碼 |
| Dynamic Technology Lab Private Ltd | 4,550 | $121.7 萬 | 0.13% | +4,550 | 新進 |
| Lombard Odier Asset Management (Switzerland) SA | 4,578 | $122.5 萬 | 0.09% | +4,578 | 新進 |
| Sound View Wealth Advisors Group, LLC | 4,607 | $123.2 萬 | 0.13% | −1,559−25.3% | 減碼 |
| CX Institutional | 4,682 | $125.3 萬 | 0.06% | +31+0.7% | 加碼 |
| Regions Financial Corp | 4,697 | $125.7 萬 | 0.01% | −152−3.1% | 減碼 |
| Advisor OS, LLC | 4,713 | $126.1 萬 | 0.14% | +380+8.8% | 加碼 |
| Cullinan Associates Inc | 4,750 | $127.1 萬 | 0.07% | −250−5.0% | 減碼 |
| Kestra Advisory Services, LLC | 4,823 | $129.0 萬 | 0.01% | +223+4.8% | 加碼 |
| Premier Path Wealth Partners, LLC | 4,854 | $129.7 萬 | 0.24% | −114−2.3% | 減碼 |
| Linscomb & Williams, Inc. | 4,854 | $129.8 萬 | 0.07% | +757+18.5% | 加碼 |
| Wealthfront Advisers LLC | 4,877 | $130.5 萬 | 0.00% | −68−1.4% | 減碼 |
| Fort Washington Investment Advisors Inc | 4,877 | $130.5 萬 | 0.01% | +20+0.4% | 加碼 |
| Metropolitan Life Insurance Co | 4,973 | $133.0 萬 | 0.06% | −43−0.9% | 減碼 |
| First Financial Bank - Trust Division | 4,998 | $133.7 萬 | 0.13% | −232−4.4% | 減碼 |
| PDT Partners, LLC | 5,005 | $133.9 萬 | 0.13% | +5+0.1% | 加碼 |
| Synovus Financial Corp | 5,024 | $134.4 萬 | 0.02% | +31+0.6% | 加碼 |
| Integrated Wealth Concepts LLC | 5,042 | $134.9 萬 | 0.02% | +1,419+39.2% | 加碼 |
| UniSuper Management Pty Ltd | 5,066 | $135.5 萬 | 0.01% | +3,876+325.7% | 加碼 |
| Metis Global Partners, LLC | 5,085 | $136.0 萬 | 0.05% | −10−0.2% | 減碼 |
| Quantinno Capital Management LP | 5,096 | $136.3 萬 | 0.03% | +786+18.2% | 加碼 |
| Univest Financial Corp | 5,250 | $140.4 萬 | 0.40% | 00.0% | 不變 |
| Assetmark, Inc | 5,273 | $141.1 萬 | 0.00% | +432+8.9% | 加碼 |
| Pegasus Partners Ltd. | 5,274 | $141.1 萬 | 0.15% | −702−11.7% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,400 | $144.5 萬 | 0.04% | +900+20.0% | 加碼 |
| Wellington Shields Capital Management, LLC | 5,438 | $145.5 萬 | 0.27% | −750−12.1% | 減碼 |
| Capital Investment Advisors, LLC | 5,605 | $149.9 萬 | 0.03% | −419−7.0% | 減碼 |
| Brinker Capital Investments, LLC | 5,725 | $153.2 萬 | 0.02% | −4,995−46.6% | 減碼 |
| Orion Portfolio Solutions, LLC | 5,725 | $153.2 萬 | 0.02% | −4,995−46.6% | 減碼 |
| Dynasty Wealth Management, LLC | 5,766 | $154.3 萬 | 0.05% | +5,766 | 新進 |
| Droms Strauss Advisors Inc | 5,887 | $157.5 萬 | 0.58% | −400−6.4% | 減碼 |
| Financiere des Professionnels - Fonds d,investissement inc. | 5,892 | $157.6 萬 | 0.13% | −8,423−58.8% | 減碼 |
| Ycg, LLC | 6,000 | $157.6 萬 | 0.13% | −5,000−45.5% | 減碼 |
| Crossmark Global Holdings, Inc. | 5,928 | $158.5 萬 | 0.03% | +106+1.8% | 加碼 |
| Seven Eight Capital, LP | 5,928 | $158.6 萬 | 0.17% | −627−9.6% | 減碼 |
| Power Wealth Management LLC | 5,933 | $158.7 萬 | 1.00% | +5,933 | 新進 |
| Fiduciary Trust Co | 5,946 | $159.1 萬 | 0.02% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 5,948 | $159.1 萬 | 0.00% | −145−2.4% | 減碼 |
| Long Road Investment Counsel, LLC | 5,966 | $159.6 萬 | 0.67% | 00.0% | 不變 |
| Evoke Wealth, LLC | 6,054 | $162.0 萬 | 0.05% | +6,054 | 新進 |
| Builder Investment Group Inc | 6,153 | $164.6 萬 | 0.48% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 6,205 | $166.0 萬 | 0.06% | −200−3.1% | 減碼 |
| Allianz SE | 6,249 | $167.2 萬 | 0.05% | +6,249 | 新進 |
| BNP PARIBAS ASSET MANAGEMENT Holding S.A. | 6,287 | $168.2 萬 | 0.00% | +4,202+201.5% | 加碼 |
| O'Shaughnessy Asset Management, LLC | 6,331 | $169.4 萬 | 0.02% | +1,313+26.2% | 加碼 |
| Point72 Asset Management, L.P. | 6,396 | $171.1 萬 | 0.00% | +6,396 | 新進 |
| Advisor Group Holdings, Inc. | 6,547 | $175.1 萬 | 0.00% | −20,134−75.5% | 減碼 |
| Exchange Capital Management, Inc. | 6,570 | $175.8 萬 | 0.29% | −18−0.3% | 減碼 |
| Credit Agricole S A | 8,190 | $178.1 萬 | 0.03% | +4,004+95.7% | 加碼 |
| Wellington Shields & Co., LLC | 6,729 | $180.0 萬 | 0.60% | −500−6.9% | 減碼 |
| Ieq Capital, LLC | 7,022 | $187.8 萬 | 0.03% | +1,479+26.7% | 加碼 |
| XTX Topco Ltd | 7,048 | $188.5 萬 | 0.25% | +5,517+360.4% | 加碼 |
| Louisiana State Employees Retirement System | 7,200 | $192.6 萬 | 0.04% | −300−4.0% | 減碼 |
| Rockland Trust Co | 7,200 | $192.6 萬 | 0.10% | 00.0% | 不變 |
| Securian Asset Management, Inc | 7,250 | $194.0 萬 | 0.06% | −524−6.7% | 減碼 |
| Sanibel Captiva Trust Company, Inc. | 7,281 | $194.8 萬 | 0.07% | +5+0.1% | 加碼 |
| Schroder Investment Management Group | 7,294 | $195.1 萬 | 0.00% | +198+2.8% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,350 | $196.6 萬 | 0.21% | −850−10.4% | 減碼 |
| Assenagon Asset Management S.A. | 7,401 | $198.0 萬 | 0.01% | −4,226−36.3% | 減碼 |
| Thrivent Financial for Lutherans | 7,482 | $200.2 萬 | 0.00% | −95−1.3% | 減碼 |
| Hartford Investment Management Co | 7,980 | $213.5 萬 | 0.08% | −328−3.9% | 減碼 |
| Candriam Luxembourg S.C.A. | 8,030 | $214.8 萬 | 0.01% | +641+8.7% | 加碼 |
| Bridgewater Associates, LP | 8,107 | $216.9 萬 | 0.01% | +2,697+49.9% | 加碼 |
| Pathstone Holdings, LLC | 8,206 | $219.5 萬 | 0.01% | −42−0.5% | 減碼 |
| JustInvest LLC | 8,281 | $221.5 萬 | 0.05% | +1,643+24.8% | 加碼 |
| Maryland State Retirement & Pension System | 9,562 | $228.5 萬 | 0.05% | +258+2.8% | 加碼 |
| Reynders McVeigh Capital Management, LLC | 8,612 | $230.4 萬 | 0.13% | −400−4.4% | 減碼 |
| Cornerstone Wealth Management, LLC | 8,758 | $234.3 萬 | 0.19% | +20+0.2% | 加碼 |
| Pacer Advisors, Inc. | 8,807 | $235.6 萬 | 0.01% | −1,420−13.9% | 減碼 |
| South Dakota Investment Council | 8,885 | $237.7 萬 | 0.05% | 00.0% | 不變 |
| ING Groep NV | 8,896 | $238.0 萬 | 0.02% | +7,427+505.6% | 加碼 |
| Northwest Investment Counselors, LLC | 8,983 | $240.3 萬 | 0.59% | +29+0.3% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 9,086 | $243.1 萬 | 0.44% | +129+1.4% | 加碼 |
| Kentucky Retirement Systems | 9,364 | $250.5 萬 | 0.07% | −495−5.0% | 減碼 |
| GW Henssler & Associates Ltd | 9,459 | $253.0 萬 | 0.15% | +9,459 | 新進 |
| SpiderRock Advisors, LLC | 9,963 | $254.1 萬 | 0.08% | +9,963 | 新進 |
| Cary Street Partner Investment Advisory LLC | 9,604 | $256.9 萬 | 0.11% | +9+0.1% | 加碼 |
| Burney Co | 9,789 | $261.9 萬 | 0.10% | −250−2.5% | 減碼 |
| Olstein Capital Management, L.P. | 10,000 | $267.5 萬 | 0.44% | −3,500−25.9% | 減碼 |
| RBF Capital, LLC | 10,000 | $267.5 萬 | 0.15% | 00.0% | 不變 |
| Teachers Retirement System of the State of Kentucky | 10,057 | $269.0 萬 | 0.02% | −493−4.7% | 減碼 |
| Lindsell Train Ltd大師Lindsell Train | 10,300 | $270.4 萬 | 0.06% | 00.0% | 不變 |
| Gulf International Bank (UK) Ltd | 10,125 | $270.8 萬 | 0.07% | +76+0.8% | 加碼 |
| M&T Bank Corp | 10,262 | $274.4 萬 | 0.01% | +984+10.6% | 加碼 |
| Annandale Capital, LLC | 10,375 | $277.6 萬 | 0.63% | 00.0% | 不變 |
| Oregon Public Employees Retirement Fund | 10,547 | $282.2 萬 | 0.06% | +936+9.7% | 加碼 |
| Boothbay Fund Management, LLC | 10,555 | $282.4 萬 | 0.08% | −29,745−73.8% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 10,571 | $282.8 萬 | 0.01% | +681+6.9% | 加碼 |
| Envestnet Portfolio Solutions, Inc. | 10,827 | $289.7 萬 | 0.01% | +809+8.1% | 加碼 |
| Wealth Enhancement Advisory Services, LLC | 10,866 | $290.7 萬 | 0.01% | −294−2.6% | 減碼 |
| Nordea Investment Management AB | 10,922 | $290.7 萬 | 0.00% | +1,390+14.6% | 加碼 |
| Jump Financial, LLC | 10,987 | $293.9 萬 | 0.08% | +9,983+994.3% | 加碼 |
| TownSquare Capital, LLC | 11,096 | $296.8 萬 | 0.04% | +4,996+81.9% | 加碼 |
| Lighthouse Investment Partners, LLC | 11,165 | $298.7 萬 | 0.18% | +11,165 | 新進 |