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 2 季 13F 持有人
Equifax Inc 在 2024/6/30 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
- 761
- 較 2024 年第 1 季 +3 家
- 持有股數
- 1.21 億
- 較 2024 年第 1 季 +308.9 萬 (+2.6%)
- 總市值
- $292.8 億
- 較 2024 年第 1 季 −$21.8 億 (−6.9%)
- 新進機構
- 75
- 另有 309 家加碼
- 清倉機構
- 72
- 另有 223 家減碼
另有 12 家機構在 2024 年第 1 季持有、還沒有申報 2024 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 |
2024 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 2024 年第 1 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Cannon Financial Strategists, Inc. | 1,061 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 1,062 | $25.7 萬 | 0.00% | +1,062 | 新進 |
| GSB Wealth Management, LLC | 1,069 | $25.9 萬 | 0.07% | 00.0% | 不變 |
| Austin Private Wealth, LLC | 1,070 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| Sequoia Financial Advisors, LLC | 1,079 | $26.2 萬 | 0.00% | +322+42.5% | 加碼 |
| Palogic Value Management, L.P. | 1,083 | $26.3 萬 | 0.11% | +21+2.0% | 加碼 |
| CWM Advisors, LLC | 1,089 | $26.4 萬 | 0.03% | −572−34.4% | 減碼 |
| Private Trust Co NA | 1,089 | $26.4 萬 | 0.03% | −219−16.7% | 減碼 |
| Jump Financial, LLC | 1,092 | $26.5 萬 | 0.01% | −9,895−90.1% | 減碼 |
| Wealth Alliance | 1,098 | $26.6 萬 | 0.03% | +3+0.3% | 加碼 |
| Park National Corp | 1,100 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Morningstar Investment Services LLC | 1,126 | $27.0 萬 | 0.00% | +59+5.5% | 加碼 |
| D.A. Davidson & Co. | 1,114 | $27.0 萬 | 0.00% | −50−4.3% | 減碼 |
| Sabal Trust CO | 1,117 | $27.1 萬 | 0.02% | +5+0.4% | 加碼 |
| Coldstream Capital Management Inc | 1,137 | $27.6 萬 | 0.01% | −376−24.9% | 減碼 |
| Portside Wealth Group, LLC | 1,152 | $27.9 萬 | 0.05% | +64+5.9% | 加碼 |
| Edge Capital Group, LLC | 1,158 | $28.1 萬 | 0.01% | −39−3.3% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $28.1 萬 | 0.15% | +2+0.2% | 加碼 |
| Independent Advisor Alliance | 1,168 | $28.3 萬 | 0.01% | +177+17.9% | 加碼 |
| Ballentine Partners, LLC | 1,177 | $28.5 萬 | 0.01% | +139+13.4% | 加碼 |
| Steele Capital Management, Inc. | 1,200 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,212 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Personal Cfo Solutions, LLC | 1,223 | $29.7 萬 | 0.05% | +32+2.7% | 加碼 |
| Thrive Wealth Management, LLC | 1,226 | $29.7 萬 | 0.06% | +124+11.3% | 加碼 |
| Valeo Financial Advisors, LLC | 1,226 | $29.7 萬 | 0.01% | +4+0.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,243 | $30.1 萬 | 0.03% | −31−2.4% | 減碼 |
| International Assets Investment Management, LLC | 1,247 | $30.2 萬 | 0.03% | +127+11.3% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,261 | $30.6 萬 | 0.00% | −65−4.9% | 減碼 |
| Riverwater Partners LLC | 1,265 | $30.7 萬 | 0.23% | +1,265 | 新進 |
| Ostrum Asset Management | 1,274 | $30.9 萬 | 0.03% | −1,978−60.8% | 減碼 |
| Cigna Investments Inc | 1,279 | $31.0 萬 | 0.06% | −19−1.5% | 減碼 |
| Siemens Fonds Invest GmbH | 1,283 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 1,300 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Burt Wealth Advisors | 1,308 | $31.7 萬 | 0.08% | −465−26.2% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Sciencast Management LP | 1,333 | $32.3 萬 | 0.11% | +1,333 | 新進 |
| Ameritas Investment Partners, Inc. | 1,334 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Symmetry Partners, LLC | 1,336 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Summit Financial, LLC | 1,344 | $32.6 萬 | 0.01% | +423+45.9% | 加碼 |
| Gsa Capital Partners LLP | 1,351 | $32.8 萬 | 0.02% | +1,351 | 新進 |
| Verition Fund Management LLC | 1,361 | $33.0 萬 | 0.00% | −256−15.8% | 減碼 |
| Syon Capital LLC | 1,361 | $33.0 萬 | 0.03% | +24+1.8% | 加碼 |
| Wolverine Trading, LLC | 1,363 | $33.0 萬 | 0.01% | −461−25.3% | 減碼 |
| Lake Street Advisors Group, LLC | 1,384 | $33.6 萬 | 0.02% | +59+4.5% | 加碼 |
| TrueWealth Advisors, LLC | 1,388 | $33.7 萬 | 0.12% | +1+0.1% | 加碼 |
| Axxcess Wealth Management, LLC | 1,398 | $33.9 萬 | 0.01% | +20+1.5% | 加碼 |
| WSFS Capital Management, LLC | 1,404 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| CWM, LLC | 1,427 | $34.6 萬 | 0.00% | +13+0.9% | 加碼 |
| Bryn Mawr Trust Co | 1,435 | $34.8 萬 | 0.01% | −6−0.4% | 減碼 |
| Strategic Blueprint, LLC | 1,440 | $34.9 萬 | 0.02% | −56−3.7% | 減碼 |
| Vontobel Holding Ltd. | 1,446 | $35.1 萬 | 0.00% | −265−15.5% | 減碼 |
| SNS Financial Group, LLC | 1,486 | $36.0 萬 | 0.04% | +3+0.2% | 加碼 |
| MJP Associates Inc | 1,489 | $36.1 萬 | 0.08% | +106+7.7% | 加碼 |
| Quotient Wealth Partners, LLC | 1,490 | $36.1 萬 | 0.01% | +1,490 | 新進 |
| Oxford Financial Group Ltd | 1,491 | $36.2 萬 | 0.02% | +16+1.1% | 加碼 |
| Washington Trust Co | 1,500 | $36.4 萬 | 0.01% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 1,500 | $36.4 萬 | 0.30% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,514 | $36.7 萬 | 0.00% | −2,688−64.0% | 減碼 |
| CAPROCK Group, Inc. | 1,518 | $36.8 萬 | 0.01% | −659−30.3% | 減碼 |
| Seven Eight Capital, LP | 1,531 | $37.1 萬 | 0.04% | −4,397−74.2% | 減碼 |
| FIL Ltd | 1,558 | $37.8 萬 | 0.00% | +1,558 | 新進 |
| Integrated Advisors Network LLC | 1,566 | $38.0 萬 | 0.02% | +49+3.2% | 加碼 |
| Foster Victor Wealth Advisors, LLC | 1,459 | $38.6 萬 | 0.03% | 00.0% | 不變 |
| Trust Co of Virginia | 1,600 | $38.8 萬 | 0.04% | 00.0% | 不變 |
| Greenleaf Trust | 1,617 | $39.2 萬 | 0.00% | +69+4.5% | 加碼 |
| Pitcairn Co | 1,626 | $39.4 萬 | 0.02% | +69+4.4% | 加碼 |
| Chicago Partners Investment Group LLC | 1,421 | $39.5 萬 | 0.02% | −857−37.6% | 減碼 |
| Heritage Wealth Management, LLC | 1,648 | $39.9 萬 | 0.22% | −232−12.3% | 減碼 |
| Heritage Family Offices, LLP | 1,648 | $39.9 萬 | 0.22% | +1,648 | 新進 |
| Ironwood Investment Counsel, LLC | 1,650 | $40.0 萬 | 0.07% | 00.0% | 不變 |
| Williams Jones Wealth Management, LLC. | 1,703 | $41.3 萬 | 0.01% | +55+3.3% | 加碼 |
| Quadrant Capital Group LLC | 1,709 | $41.4 萬 | 0.03% | −80−4.5% | 減碼 |
| HM Payson & Co | 1,716 | $41.6 萬 | 0.01% | 00.0% | 不變 |
| Horizon Investments, LLC | 1,724 | $41.8 萬 | 0.01% | +21+1.2% | 加碼 |
| Brown Brothers Harriman & Co | 1,737 | $42.1 萬 | 0.00% | −71−3.9% | 減碼 |
| V-Square Quantitative Management LLC | 1,739 | $42.2 萬 | 0.07% | −33−1.9% | 減碼 |
| NorthRock Partners, LLC | 1,749 | $42.4 萬 | 0.02% | +15+0.9% | 加碼 |
| Correct Capital Wealth Management | 1,751 | $42.5 萬 | 0.10% | 00.0% | 不變 |
| Gibbs Wealth Management | 1,773 | $43.0 萬 | 0.17% | +605+51.8% | 加碼 |
| Wedgewood Investors Inc | 1,775 | $43.0 萬 | 0.51% | +1,775 | 新進 |
| Nomura Holdings Inc | 1,790 | $43.4 萬 | 0.00% | −15,402−89.6% | 減碼 |
| Rappaport Reiches Capital Management, LLC | 1,791 | $43.4 萬 | 0.13% | +5+0.3% | 加碼 |
| Shapiro Capital Management LLC | 1,800 | $43.6 萬 | 0.01% | 00.0% | 不變 |
| BBR Partners, LLC | 1,805 | $43.8 萬 | 0.04% | −195−9.8% | 減碼 |
| Empowered Funds, LLC | 1,814 | $44.0 萬 | 0.01% | +119+7.0% | 加碼 |
| Peapack Gladstone Financial Corp | 1,821 | $44.2 萬 | 0.01% | 00.0% | 不變 |
| Hennion & Walsh Asset Management, Inc. | 1,837 | $44.5 萬 | 0.02% | −1,251−40.5% | 減碼 |
| K.J. Harrison & Partners Inc | 1,860 | $45.1 萬 | 0.07% | 00.0% | 不變 |
| GAMMA Investing LLC | 1,871 | $45.4 萬 | 0.06% | +893+91.3% | 加碼 |
| Washington Trust Advisors, Inc. | 1,878 | $45.5 萬 | 0.04% | 00.0% | 不變 |
| Bragg Financial Advisors, Inc | 1,880 | $45.6 萬 | 0.02% | 00.0% | 不變 |
| Apollon Wealth Management, LLC | 1,887 | $45.8 萬 | 0.01% | +327+21.0% | 加碼 |
| Manchester Capital Management LLC | 1,912 | $46.4 萬 | 0.06% | −22−1.1% | 減碼 |
| First Manhattan Co | 1,927 | $46.7 萬 | 0.00% | +1+0.1% | 加碼 |
| Aviso Financial Inc. | 1,934 | $46.9 萬 | 0.03% | +1,934 | 新進 |
| Nicolet Bankshares Inc | 1,934 | $46.9 萬 | 0.12% | −57−2.9% | 減碼 |
| Vident Advisory, LLC | 1,945 | $47.2 萬 | 0.01% | +318+19.5% | 加碼 |
| HighPoint Advisor Group LLC | 1,719 | $47.8 萬 | 0.03% | +134+8.5% | 加碼 |
| Profund Advisors LLC | 1,988 | $48.2 萬 | 0.02% | −22−1.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 1,993 | $48.3 萬 | 0.00% | +795+66.4% | 加碼 |