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 |
|---|---|---|---|---|---|
| Roundview Capital LLC | 2,002 | $48.5 萬 | 0.04% | −73−3.5% | 減碼 |
| Guggenheim Capital LLC | 2,008 | $48.7 萬 | 0.00% | −763−27.5% | 減碼 |
| Meiji Yasuda Asset Management Co Ltd. | 2,033 | $49.3 萬 | 0.02% | +214+11.8% | 加碼 |
| Everpar Advisors LLC | 2,071 | $50.2 萬 | 0.25% | +231+12.6% | 加碼 |
| NWF Advisory Services Inc. | 2,091 | $50.7 萬 | 0.08% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 1,822 | $50.9 萬 | 0.03% | +31+1.7% | 加碼 |
| Natixis Investment Managers International | 2,110 | $51.2 萬 | 0.04% | −65−3.0% | 減碼 |
| Janney Capital Management LLC | 2,114 | $51.3 萬 | 0.04% | 00.0% | 不變 |
| Davenport & Co LLC | 2,122 | $51.5 萬 | 0.00% | +141+7.1% | 加碼 |
| Assenagon Asset Management S.A. | 2,204 | $53.4 萬 | 0.00% | −5,197−70.2% | 減碼 |
| Atomi Financial Group, Inc. | 2,297 | $55.7 萬 | 0.04% | +70+3.1% | 加碼 |
| Graham Capital Management, L.P. | 2,302 | $55.8 萬 | 0.02% | +948+70.0% | 加碼 |
| Keybank National Association | 2,345 | $56.9 萬 | 0.00% | +42+1.8% | 加碼 |
| Engineers Gate Manager LP | 2,356 | $57.1 萬 | 0.01% | −1,565−39.9% | 減碼 |
| CTC Alternative Strategies, Ltd. | 2,400 | $58.2 萬 | 0.25% | +2,400 | 新進 |
| Teacher Retirement System of Texas | 2,416 | $58.6 萬 | 0.00% | −716−22.9% | 減碼 |
| Lido Advisors, LLC | 2,419 | $58.7 萬 | 0.00% | −275−10.2% | 減碼 |
| LifePlan Financial, LLC | 2,423 | $58.7 萬 | 0.54% | −10.0% | 減碼 |
| Blueshift Asset Management, LLC | 2,452 | $59.5 萬 | 0.20% | +2,452 | 新進 |
| Vestcor Inc | 2,464 | $59.7 萬 | 0.02% | 00.0% | 不變 |
| Allworth Financial LP | 2,313 | $60.2 萬 | 0.00% | +33+1.4% | 加碼 |
| Cyndeo Wealth Partners, LLC | 2,486 | $60.3 萬 | 0.05% | −20−0.8% | 減碼 |
| Doheny Asset Management | 2,500 | $60.6 萬 | 0.43% | 00.0% | 不變 |
| Aquatic Capital Management LLC | 2,500 | $60.6 萬 | 0.02% | −13,900−84.8% | 減碼 |
| RSM US Wealth Management LLC | 2,561 | $60.9 萬 | 0.01% | +2,561 | 新進 |
| Simplicity Wealth,LLC | 2,536 | $61.5 萬 | 0.01% | +186+7.9% | 加碼 |
| Bleakley Financial Group, LLC | 2,540 | $61.6 萬 | 0.02% | +181+7.7% | 加碼 |
| Essex Financial Services, Inc. | 2,201 | $61.8 萬 | 0.05% | +2,201 | 新進 |
| Acadian Asset Management LLC | 2,555 | $61.8 萬 | 0.00% | +2,555 | 新進 |
| Wedmont Private Capital | 2,411 | $62.2 萬 | 0.04% | +235+10.8% | 加碼 |
| Prudential PLC | 2,570 | $62.3 萬 | 0.00% | +1,145+80.4% | 加碼 |
| Financial Advisory Corp | 2,575 | $62.4 萬 | 0.26% | −83−3.1% | 減碼 |
| Bowen Hanes & Co Inc | 2,576 | $62.5 萬 | 0.02% | −240−8.5% | 減碼 |
| PDT Partners, LLC | 2,600 | $63.0 萬 | 0.06% | −2,405−48.1% | 減碼 |
| Beacon Pointe Advisors, LLC | 2,611 | $63.3 萬 | 0.01% | −691−20.9% | 減碼 |
| Athena Investment Management | 2,620 | $63.5 萬 | 0.39% | 00.0% | 不變 |
| Highland Capital Management, LLC | 2,666 | $64.6 萬 | 0.04% | 00.0% | 不變 |
| Bamco Inc | 2,700 | $65.5 萬 | 0.00% | +117+4.5% | 加碼 |
| Eagle Ridge Investment Management | 2,753 | $66.7 萬 | 0.06% | 00.0% | 不變 |
| Financial Counselors Inc | 2,836 | $68.8 萬 | 0.01% | −10−0.4% | 減碼 |
| Spinnaker Trust | 2,860 | $69.3 萬 | 0.04% | 00.0% | 不變 |
| Mitchell & Pahl Private Wealth, LLC | 2,880 | $69.8 萬 | 0.37% | +29+1.0% | 加碼 |
| Meeder Advisory Services, Inc. | 2,883 | $69.9 萬 | 0.05% | +1,122+63.7% | 加碼 |
| Pegasus Partners Ltd. | 2,890 | $70.1 萬 | 0.07% | −2,384−45.2% | 減碼 |
| American National Bank | 2,900 | $70.3 萬 | 0.09% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,900 | $70.3 萬 | 0.48% | 00.0% | 不變 |
| Silvercrest Asset Management Group LLC | 2,917 | $70.7 萬 | 0.00% | 00.0% | 不變 |
| Centiva Capital, LP | 2,929 | $71.0 萬 | 0.03% | +2,929 | 新進 |
| Laurion Capital Management LP | 2,956 | $71.7 萬 | 0.02% | +2,956 | 新進 |
| Clearstead Advisors, LLC | 2,978 | $72.2 萬 | 0.01% | +2,794+1,518.5% | 加碼 |
| Fifth Third Bancorp | 2,998 | $72.7 萬 | 0.00% | +89+3.1% | 加碼 |
| New England Capital Financial Advisors LLC | 3,034 | $73.6 萬 | 0.41% | 00.0% | 不變 |
| Gratus Capital LLC | 3,038 | $73.7 萬 | 0.03% | 00.0% | 不變 |
| PFC Capital Group, Inc. | 3,045 | $73.8 萬 | 0.37% | 00.0% | 不變 |
| Huntington National Bank | 3,050 | $74.0 萬 | 0.01% | +4+0.1% | 加碼 |
| Regions Financial Corp | 3,094 | $75.0 萬 | 0.01% | −1,603−34.1% | 減碼 |
| iA Global Asset Management Inc. | 3,147 | $76.3 萬 | 0.01% | 00.0% | 不變 |
| Colony Group, LLC | 3,046 | $76.3 萬 | 0.00% | +1,788+142.1% | 加碼 |
| Sit Investment Associates Inc | 3,205 | $77.7 萬 | 0.02% | −130−3.9% | 減碼 |
| Brinker Capital Investments, LLC | 3,279 | $79.5 萬 | 0.01% | −2,446−42.7% | 減碼 |
| Orion Portfolio Solutions, LLC | 3,279 | $79.5 萬 | 0.01% | −2,446−42.7% | 減碼 |
| LVW Advisors, LLC | 3,307 | $80.2 萬 | 0.12% | +267+8.8% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $80.5 萬 | 0.13% | 00.0% | 不變 |
| Wesbanco Bank Inc | 3,416 | $82.8 萬 | 0.03% | −37−1.1% | 減碼 |
| Triangle Securities Wealth Management | 3,425 | $83.0 萬 | 0.23% | +2+0.1% | 加碼 |
| Quantbot Technologies LP | 3,448 | $83.6 萬 | 0.04% | +660+23.7% | 加碼 |
| AE Wealth Management LLC | 3,533 | $85.7 萬 | 0.01% | +689+24.2% | 加碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $86.3 萬 | 0.30% | 00.0% | 不變 |
| Raymond James Financial Services Advisors, Inc. | 3,581 | $86.8 萬 | 0.00% | +547+18.0% | 加碼 |
| Fiduciary Group LLC | 3,598 | $87.2 萬 | 0.09% | −25−0.7% | 減碼 |
| Avantax Advisory Services, Inc. | 3,634 | $88.1 萬 | 0.01% | +2,801+336.3% | 加碼 |
| Guyasuta Investment Advisors Inc | 3,600 | $89.0 萬 | 0.07% | 00.0% | 不變 |
| Intech Investment Management LLC | 3,726 | $90.3 萬 | 0.01% | +44+1.2% | 加碼 |
| Northern Oak Wealth Management Inc | 3,739 | $90.7 萬 | 0.11% | +510+15.8% | 加碼 |
| United Capital Financial Advisers, LLC | 3,747 | $90.9 萬 | 0.01% | +462+14.1% | 加碼 |
| Community Bank, N.A. | 3,750 | $90.9 萬 | 0.12% | 00.0% | 不變 |
| Ossiam | 3,758 | $91.1 萬 | 0.02% | +844+29.0% | 加碼 |
| Advisors Capital Management, LLC | 3,796 | $92.0 萬 | 0.02% | −73−1.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,866 | $93.7 萬 | 0.04% | +194+5.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,933 | $95.4 萬 | 0.02% | +21+0.5% | 加碼 |
| Novak & Powell Financial Services, Inc. | 3,938 | $95.5 萬 | 0.59% | +3+0.1% | 加碼 |
| Mercer Global Advisors Inc | 3,970 | $96.3 萬 | 0.00% | −424−9.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,987 | $96.7 萬 | 0.07% | −82−2.0% | 減碼 |
| Brighton Jones LLC | 4,008 | $97.2 萬 | 0.03% | −80−2.0% | 減碼 |
| Nwam LLC | 4,013 | $97.3 萬 | 0.29% | +3+0.1% | 加碼 |
| Park Avenue Securities LLC | 4,023 | $97.5 萬 | 0.01% | −36−0.9% | 減碼 |
| Accretive Wealth Partners, LLC | 4,072 | $98.7 萬 | 0.41% | −19−0.5% | 減碼 |
| Swiss Life Asset Management Ltd | 4,081 | $98.9 萬 | 0.01% | +2,512+160.1% | 加碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,083 | $99.0 萬 | 0.02% | +1,682+70.1% | 加碼 |
| Empirical Finance, LLC | 4,117 | $99.8 萬 | 0.06% | −275−6.3% | 減碼 |
| Bridgewater Associates, LP | 4,130 | $100.1 萬 | 0.01% | −3,977−49.1% | 減碼 |
| AQR Capital Management LLC | 4,133 | $100.2 萬 | 0.00% | +4+0.1% | 加碼 |
| Wiley Bros.-Aintree Capital, LLC | 4,186 | $101.5 萬 | 0.04% | +2,889+222.7% | 加碼 |
| Two Sigma Advisers, LP | 4,200 | $101.8 萬 | 0.00% | +4,200 | 新進 |
| Donaldson Capital Management, LLC | 4,214 | $102.2 萬 | 0.04% | 00.0% | 不變 |
| Omers Administration Corp | 4,264 | $103.4 萬 | 0.01% | +4,264 | 新進 |
| Monticello Wealth Management, LLC | 4,273 | $103.6 萬 | 0.10% | 00.0% | 不變 |
| Veriti Management LLC | 4,364 | $105.8 萬 | 0.07% | +807+22.7% | 加碼 |
| Norinchukin Bank, The | 4,431 | $107.4 萬 | 0.03% | +106+2.5% | 加碼 |
| Integrated Wealth Concepts LLC | 4,468 | $108.3 萬 | 0.01% | −574−11.4% | 減碼 |