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
- 769
- 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 259 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 |
|---|---|---|---|---|---|
| Ostrum Asset Management | 3,252 | $87.0 萬 | 0.07% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 3,229 | $86.4 萬 | 0.10% | +159+5.2% | 加碼 |
| iA Global Asset Management Inc. | 3,147 | $84.2 萬 | 0.02% | 00.0% | 不變 |
| Teacher Retirement System of Texas | 3,132 | $83.8 萬 | 0.01% | −2,506−44.4% | 減碼 |
| Hennion & Walsh Asset Management, Inc. | 3,088 | $82.6 萬 | 0.04% | −96−3.0% | 減碼 |
| Huntington National Bank | 3,046 | $81.5 萬 | 0.01% | −32−1.0% | 減碼 |
| PFC Capital Group, Inc. | 3,045 | $81.4 萬 | 0.44% | −150−4.7% | 減碼 |
| LVW Advisors, LLC | 3,040 | $81.3 萬 | 0.14% | −73−2.3% | 減碼 |
| Gratus Capital LLC | 3,038 | $81.3 萬 | 0.04% | −137−4.3% | 減碼 |
| Raymond James Financial Services Advisors, Inc. | 3,034 | $81.2 萬 | 0.00% | +250+9.0% | 加碼 |
| New England Capital Financial Advisors LLC | 3,034 | $81.2 萬 | 0.46% | 00.0% | 不變 |
| Degroof Petercam Asset Management | 2,935 | $78.5 萬 | 0.01% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,917 | $78.0 萬 | 0.01% | −49−1.7% | 減碼 |
| Ossiam | 2,914 | $78.0 萬 | 0.01% | −89−3.0% | 減碼 |
| Fifth Third Bancorp | 2,909 | $77.8 萬 | 0.00% | +4+0.1% | 加碼 |
| Aberdeen Wealth Management LLC | 2,900 | $77.6 萬 | 0.45% | 00.0% | 不變 |
| American National Bank | 2,900 | $77.6 萬 | 0.10% | +2,900 | 新進 |
| Spinnaker Trust | 2,860 | $76.5 萬 | 0.05% | −265−8.5% | 減碼 |
| Jacobs Levy Equity Management, Inc | 2,854 | $76.4 萬 | 0.00% | +2,854 | 新進 |
| Mitchell & Pahl Private Wealth, LLC | 2,851 | $76.3 萬 | 0.40% | +125+4.6% | 加碼 |
| Financial Counselors Inc | 2,846 | $76.1 萬 | 0.01% | +10+0.4% | 加碼 |
| AE Wealth Management LLC | 2,844 | $76.1 萬 | 0.01% | −1,790−38.6% | 減碼 |
| Tower Research Capital LLC (TRC) | 2,830 | $75.7 萬 | 0.02% | −12,731−81.8% | 減碼 |
| Bowen Hanes & Co Inc | 2,816 | $75.3 萬 | 0.02% | −38−1.3% | 減碼 |
| Strategy Asset Managers LLC | 2,792 | $74.7 萬 | 0.16% | +4+0.1% | 加碼 |
| Quantbot Technologies LP | 2,788 | $74.6 萬 | 0.04% | +2,788 | 新進 |
| Public Sector Pension Investment Board | 2,779 | $74.3 萬 | 0.01% | 00.0% | 不變 |
| Guggenheim Capital LLC | 2,771 | $74.1 萬 | 0.01% | −1,148−29.3% | 減碼 |
| Two Sigma Investments, LP | 2,765 | $74.0 萬 | 0.00% | +2,765 | 新進 |
| Eagle Ridge Investment Management | 2,753 | $73.6 萬 | 0.07% | −75−2.7% | 減碼 |
| Alberta Investment Management Corp | 2,700 | $72.2 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 2,694 | $72.1 萬 | 0.01% | +1,530+131.4% | 加碼 |
| Highland Capital Management, LLC | 2,666 | $71.3 萬 | 0.04% | 00.0% | 不變 |
| Financial Advisory Corp | 2,658 | $71.1 萬 | 0.29% | +171+6.9% | 加碼 |
| Connectus Wealth, LLC | 2,628 | $70.3 萬 | 0.02% | −569−17.8% | 減碼 |
| Athena Investment Management | 2,620 | $70.1 萬 | 0.42% | −6−0.2% | 減碼 |
| Bamco Inc | 2,583 | $69.1 萬 | 0.00% | −17−0.7% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,506 | $67.0 萬 | 0.06% | +8+0.3% | 加碼 |
| Doheny Asset Management | 2,500 | $66.9 萬 | 0.55% | 00.0% | 不變 |
| Vestcor Inc | 2,464 | $65.9 萬 | 0.02% | −21−0.8% | 減碼 |
| LifePlan Financial, LLC | 2,424 | $64.8 萬 | 0.59% | −51−2.1% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 2,401 | $64.2 萬 | 0.01% | +27+1.1% | 加碼 |
| Bleakley Financial Group, LLC | 2,359 | $63.1 萬 | 0.02% | +225+10.5% | 加碼 |
| Simplicity Wealth,LLC | 2,350 | $62.9 萬 | 0.01% | +2,350 | 新進 |
| Keybank National Association | 2,303 | $61.6 萬 | 0.00% | +16+0.7% | 加碼 |
| Two Sigma Securities, LLC | 2,284 | $61.1 萬 | 0.03% | +2,284 | 新進 |
| Allworth Financial LP | 2,280 | $61.0 萬 | 0.00% | +6+0.3% | 加碼 |
| Atomi Financial Group, Inc. | 2,227 | $59.6 萬 | 0.05% | −6−0.3% | 減碼 |
| CAPROCK Group, Inc. | 2,177 | $58.3 萬 | 0.03% | +110+5.3% | 加碼 |
| Natixis Investment Managers International | 2,175 | $58.2 萬 | 0.04% | +190+9.6% | 加碼 |
| Lincoln National Corp | 2,159 | $57.8 萬 | 0.01% | +238+12.4% | 加碼 |
| Wedmont Private Capital | 2,176 | $57.2 萬 | 0.04% | +118+5.7% | 加碼 |
| Janney Capital Management LLC | 2,114 | $56.6 萬 | 0.04% | −100−4.5% | 減碼 |
| NWF Advisory Services Inc. | 2,091 | $55.9 萬 | 0.09% | 00.0% | 不變 |
| Roundview Capital LLC | 2,075 | $55.5 萬 | 0.05% | 00.0% | 不變 |
| Ellevest, Inc. | 2,031 | $54.3 萬 | 0.03% | +167+9.0% | 加碼 |
| Knollwood Investment Advisory, LLC | 2,017 | $54.0 萬 | 0.10% | 00.0% | 不變 |
| Profund Advisors LLC | 2,010 | $53.8 萬 | 0.02% | +344+20.6% | 加碼 |
| BBR Partners, LLC | 2,000 | $53.5 萬 | 0.04% | 00.0% | 不變 |
| Nicolet Bankshares Inc | 1,991 | $53.3 萬 | 0.13% | 00.0% | 不變 |
| Davenport & Co LLC | 1,981 | $53.0 萬 | 0.00% | −41−2.0% | 減碼 |
| Diversified Trust Co | 1,938 | $51.8 萬 | 0.02% | −2−0.1% | 減碼 |
| Manchester Capital Management LLC | 1,934 | $51.7 萬 | 0.06% | +22+1.2% | 加碼 |
| First Manhattan Co | 1,926 | $51.6 萬 | 0.00% | 00.0% | 不變 |
| Chicago Partners Investment Group LLC | 2,278 | $51.1 萬 | 0.02% | +28+1.2% | 加碼 |
| Heritage Wealth Management, LLC | 1,880 | $50.3 萬 | 0.26% | −55−2.8% | 減碼 |
| Bragg Financial Advisors, Inc | 1,880 | $50.3 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 1,878 | $50.2 萬 | 0.05% | 00.0% | 不變 |
| Credential Qtrade Securities Inc. | 1,868 | $50.0 萬 | 0.03% | +1,868 | 新進 |
| Atria Wealth Solutions, Inc. | 1,860 | $49.8 萬 | 0.01% | +71+4.0% | 加碼 |
| K.J. Harrison & Partners Inc | 1,860 | $49.8 萬 | 0.08% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,840 | $49.2 萬 | 0.30% | −1,401−43.2% | 減碼 |
| Wolverine Trading, LLC | 1,824 | $48.8 萬 | 0.00% | −3,351−64.8% | 減碼 |
| Peapack Gladstone Financial Corp | 1,821 | $48.7 萬 | 0.01% | 00.0% | 不變 |
| Meiji Yasuda Asset Management Co Ltd. | 1,819 | $48.7 萬 | 0.02% | +320+21.3% | 加碼 |
| Aigen Investment Management, LP | 1,813 | $48.5 萬 | 0.11% | +1,813 | 新進 |
| Brown Brothers Harriman & Co | 1,808 | $48.4 萬 | 0.00% | −30−1.6% | 減碼 |
| Shapiro Capital Management LLC | 1,800 | $48.2 萬 | 0.01% | 00.0% | 不變 |
| Quadrant Capital Group LLC | 1,789 | $47.9 萬 | 0.04% | −49−2.7% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,786 | $47.8 萬 | 0.15% | +1+0.1% | 加碼 |
| Burt Wealth Advisors | 1,773 | $47.4 萬 | 0.12% | +617+53.4% | 加碼 |
| V-Square Quantitative Management LLC | 1,772 | $47.4 萬 | 0.08% | +518+41.3% | 加碼 |
| Meeder Advisory Services, Inc. | 1,761 | $47.1 萬 | 0.05% | +295+20.1% | 加碼 |
| Gotham Asset Management, LLC | 1,759 | $47.1 萬 | 0.01% | +1,759 | 新進 |
| Correct Capital Wealth Management | 1,751 | $46.8 萬 | 0.11% | 00.0% | 不變 |
| NorthRock Partners, LLC | 1,734 | $46.4 萬 | 0.02% | −39−2.2% | 減碼 |
| Wilbanks Smith & Thomas Asset Management LLC | 1,717 | $45.9 萬 | 0.01% | −14−0.8% | 減碼 |
| HM Payson & Co | 1,716 | $45.9 萬 | 0.01% | 00.0% | 不變 |
| Vontobel Holding Ltd. | 1,711 | $45.8 萬 | 0.00% | −35−2.0% | 減碼 |
| Horizon Investments, LLC | 1,703 | $45.6 萬 | 0.01% | −8−0.5% | 減碼 |
| Empowered Funds, LLC | 1,695 | $45.3 萬 | 0.01% | +264+18.4% | 加碼 |
| CWM Advisors, LLC | 1,661 | $44.4 萬 | 0.05% | −133−7.4% | 減碼 |
| Ironwood Investment Counsel, LLC | 1,650 | $44.1 萬 | 0.08% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 1,648 | $44.1 萬 | 0.01% | 00.0% | 不變 |
| Vident Advisory, LLC | 1,627 | $43.5 萬 | 0.01% | +121+8.0% | 加碼 |
| Verition Fund Management LLC | 1,617 | $43.3 萬 | 0.00% | +62+4.0% | 加碼 |
| Toroso Investments, LLC | 1,611 | $43.1 萬 | 0.01% | +119+8.0% | 加碼 |
| Campbell & CO Investment Adviser LLC | 1,610 | $43.1 萬 | 0.04% | +1,610 | 新進 |
| Trust Co of Virginia | 1,600 | $42.8 萬 | 0.04% | 00.0% | 不變 |
| Swiss Life Asset Management Ltd | 1,569 | $42.0 萬 | 0.01% | −14,344−90.1% | 減碼 |