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
- 760
- 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 222 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 | 760 | $292.8 億 |
| 2024 年第 1 季 | 769 | $316.0 億 |
| 2023 年第 4 季 | 729 | $294.9 億 |
| 2023 年第 3 季 | 670 | $217.4 億 |
| 2023 年第 2 季 | 686 | $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 | 626 | $199.1 億 |
| 2022 年第 2 季 | 634 | $206.3 億 |
| 2022 年第 1 季 | 698 | $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 |
|---|---|---|---|---|---|
| Seven Eight Capital, LP | 1,531 | $37.1 萬 | 0.04% | −4,397−74.2% | 減碼 |
| CAPROCK Group, Inc. | 1,518 | $36.8 萬 | 0.01% | −659−30.3% | 減碼 |
| Panagora Asset Management Inc | 1,514 | $36.7 萬 | 0.00% | −2,688−64.0% | 減碼 |
| 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 |
| Oxford Financial Group Ltd | 1,491 | $36.2 萬 | 0.02% | +16+1.1% | 加碼 |
| Quotient Wealth Partners, LLC | 1,490 | $36.1 萬 | 0.01% | +1,490 | 新進 |
| MJP Associates Inc | 1,489 | $36.1 萬 | 0.08% | +106+7.7% | 加碼 |
| SNS Financial Group, LLC | 1,486 | $36.0 萬 | 0.04% | +3+0.2% | 加碼 |
| Vontobel Holding Ltd. | 1,446 | $35.1 萬 | 0.00% | −265−15.5% | 減碼 |
| Strategic Blueprint, LLC | 1,440 | $34.9 萬 | 0.02% | −56−3.7% | 減碼 |
| Bryn Mawr Trust Co | 1,435 | $34.8 萬 | 0.01% | −6−0.4% | 減碼 |
| CWM, LLC | 1,427 | $34.6 萬 | 0.00% | +13+0.9% | 加碼 |
| WSFS Capital Management, LLC | 1,404 | $34.0 萬 | 0.02% | 00.0% | 不變 |
| Axxcess Wealth Management, LLC | 1,398 | $33.9 萬 | 0.01% | +20+1.5% | 加碼 |
| TrueWealth Advisors, LLC | 1,388 | $33.7 萬 | 0.12% | +1+0.1% | 加碼 |
| Lake Street Advisors Group, LLC | 1,384 | $33.6 萬 | 0.02% | +59+4.5% | 加碼 |
| Wolverine Trading, LLC | 1,363 | $33.0 萬 | 0.01% | −461−25.3% | 減碼 |
| 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 |
| Gsa Capital Partners LLP | 1,351 | $32.8 萬 | 0.02% | +1,351 | 新進 |
| Summit Financial, LLC | 1,344 | $32.6 萬 | 0.01% | +423+45.9% | 加碼 |
| Symmetry Partners, LLC | 1,336 | $32.4 萬 | 0.02% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,334 | $32.3 萬 | 0.01% | 00.0% | 不變 |
| Sciencast Management LP | 1,333 | $32.3 萬 | 0.11% | +1,333 | 新進 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $31.9 萬 | 0.02% | 00.0% | 不變 |
| Burt Wealth Advisors | 1,308 | $31.7 萬 | 0.08% | −465−26.2% | 減碼 |
| Aureus Asset Management, LLC | 1,300 | $31.5 萬 | 0.02% | 00.0% | 不變 |
| Siemens Fonds Invest GmbH | 1,283 | $31.1 萬 | 0.02% | 00.0% | 不變 |
| Cigna Investments Inc | 1,279 | $31.0 萬 | 0.06% | −19−1.5% | 減碼 |
| Ostrum Asset Management | 1,274 | $30.9 萬 | 0.03% | −1,978−60.8% | 減碼 |
| Riverwater Partners LLC | 1,265 | $30.7 萬 | 0.23% | +1,265 | 新進 |
| Steward Partners Investment Advisory, LLC | 1,261 | $30.6 萬 | 0.00% | −65−4.9% | 減碼 |
| International Assets Investment Management, LLC | 1,247 | $30.2 萬 | 0.03% | +127+11.3% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,243 | $30.1 萬 | 0.03% | −31−2.4% | 減碼 |
| 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 |
| Personal Cfo Solutions, LLC | 1,223 | $29.7 萬 | 0.05% | +32+2.7% | 加碼 |
| Wendell David Associates Inc | 1,212 | $29.4 萬 | 0.03% | 00.0% | 不變 |
| Steele Capital Management, Inc. | 1,200 | $29.1 萬 | 0.02% | 00.0% | 不變 |
| Ballentine Partners, LLC | 1,177 | $28.5 萬 | 0.01% | +139+13.4% | 加碼 |
| Independent Advisor Alliance | 1,168 | $28.3 萬 | 0.01% | +177+17.9% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 1,161 | $28.1 萬 | 0.15% | +2+0.2% | 加碼 |
| Edge Capital Group, LLC | 1,158 | $28.1 萬 | 0.01% | −39−3.3% | 減碼 |
| Portside Wealth Group, LLC | 1,152 | $27.9 萬 | 0.05% | +64+5.9% | 加碼 |
| Coldstream Capital Management Inc | 1,137 | $27.6 萬 | 0.01% | −376−24.9% | 減碼 |
| Sabal Trust CO | 1,117 | $27.1 萬 | 0.02% | +5+0.4% | 加碼 |
| D.A. Davidson & Co. | 1,114 | $27.0 萬 | 0.00% | −50−4.3% | 減碼 |
| Morningstar Investment Services LLC | 1,126 | $27.0 萬 | 0.00% | +59+5.5% | 加碼 |
| Park National Corp | 1,100 | $26.7 萬 | 0.01% | 00.0% | 不變 |
| Wealth Alliance | 1,098 | $26.6 萬 | 0.03% | +3+0.3% | 加碼 |
| Jump Financial, LLC | 1,092 | $26.5 萬 | 0.01% | −9,895−90.1% | 減碼 |
| 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 |
| Palogic Value Management, L.P. | 1,083 | $26.3 萬 | 0.11% | +21+2.0% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,079 | $26.2 萬 | 0.00% | +322+42.5% | 加碼 |
| Austin Private Wealth, LLC | 1,070 | $25.9 萬 | 0.03% | 00.0% | 不變 |
| GSB Wealth Management, LLC | 1,069 | $25.9 萬 | 0.07% | 00.0% | 不變 |
| Oppenheimer & Co Inc | 1,062 | $25.7 萬 | 0.00% | +1,062 | 新進 |
| Cannon Financial Strategists, Inc. | 1,061 | $25.7 萬 | 0.05% | 00.0% | 不變 |
| Change Path, LLC | 1,063 | $25.7 萬 | 0.01% | +1,063 | 新進 |
| Wetherby Asset Management Inc | 1,055 | $25.6 萬 | 0.01% | +3+0.3% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,046 | $25.4 萬 | 0.02% | +1,046 | 新進 |
| LRI Investments, LLC | 1,039 | $25.2 萬 | 0.03% | +1,039 | 新進 |
| Everett Harris & Co | 1,033 | $25.0 萬 | 0.00% | −12−1.1% | 減碼 |
| Ci Investments Inc. | 1,026 | $24.9 萬 | 0.00% | −57−5.3% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,009 | $24.5 萬 | 0.02% | +1,009 | 新進 |
| Ferguson Wellman Capital Management, Inc | 1,006 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| Glenview Trust Co | 1,005 | $24.4 萬 | 0.00% | 00.0% | 不變 |
| American Trust | 1,002 | $24.3 萬 | 0.02% | −86−7.9% | 減碼 |
| Howland Capital Management LLC | 1,000 | $24.2 萬 | 0.01% | 00.0% | 不變 |
| Auxier Asset Management | 1,000 | $24.2 萬 | 0.04% | 00.0% | 不變 |
| Douglass Winthrop Advisors, LLC | 1,000 | $24.2 萬 | 0.00% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,000 | $24.2 萬 | 0.03% | 00.0% | 不變 |
| Clarus Group, Inc. | 1,000 | $24.2 萬 | 0.11% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 986 | $23.9 萬 | 0.01% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 986 | $23.9 萬 | 0.01% | +723+274.9% | 加碼 |
| Modera Wealth Management, LLC | 965 | $23.4 萬 | 0.00% | −8−0.8% | 減碼 |
| Trust Co of the South | 963 | $23.3 萬 | 0.06% | 00.0% | 不變 |
| Ellevest, Inc. | 950 | $23.0 萬 | 0.01% | −1,081−53.2% | 減碼 |
| MPS Loria Financial Planners, LLC | 944 | $22.9 萬 | 0.07% | 00.0% | 不變 |
| Checchi Capital Advisers, LLC | 941 | $22.8 萬 | 0.02% | −6−0.6% | 減碼 |
| J.W. Cole Advisors, Inc. | 902 | $21.9 萬 | 0.01% | 00.0% | 不變 |
| Clarius Group, LLC | 891 | $21.6 萬 | 0.02% | −29−3.2% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 886 | $21.5 萬 | 0.01% | −150−14.5% | 減碼 |
| National Asset Management, Inc. | 883 | $21.4 萬 | 0.01% | −565−39.0% | 減碼 |
| Venture Visionary Partners LLC | 860 | $20.9 萬 | 0.01% | −33−3.7% | 減碼 |
| Diversify Wealth Management, LLC | 740 | $20.6 萬 | 0.03% | +740 | 新進 |
| Apeiron RIA LLC | 850 | $20.6 萬 | 0.06% | 00.0% | 不變 |
| Venturi Wealth Management, LLC | 850 | $20.6 萬 | 0.01% | +705+486.2% | 加碼 |
| Conning Inc. | 848 | $20.6 萬 | 0.01% | +38+4.7% | 加碼 |
| Lakeshore Financial Planning, Inc. | 847 | $20.5 萬 | 0.10% | 00.0% | 不變 |
| Stephens Inc | 841 | $20.4 萬 | 0.00% | +44+5.5% | 加碼 |
| Scientech Research LLC | 831 | $20.1 萬 | 0.04% | +831 | 新進 |
| Westpac Banking Corp | 791 | $19.2 萬 | 0.02% | +211+36.4% | 加碼 |
| Larson Financial Group LLC | 781 | $18.9 萬 | 0.01% | +580+288.6% | 加碼 |
| Jones Financial Companies LLLP | 739 | $17.9 萬 | 0.00% | +734+14,680.0% | 加碼 |
| Mather Group, LLC. | 625 | $16.7 萬 | 0.00% | +183+41.4% | 加碼 |
| Principal Securities, Inc. | 684 | $16.6 萬 | 0.00% | +52+8.2% | 加碼 |
| Rothschild Investment LLC | 681 | $16.5 萬 | 0.01% | +16+2.4% | 加碼 |