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 3 季 13F 持有人
Equifax Inc 在 2024/9/30 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
- 839
- 較 2024 年第 2 季 +85 家
- 持有股數
- 1.18 億
- 較 2024 年第 2 季 +620.0 萬 (+5.6%)
- 總市值
- $348.6 億
- 較 2024 年第 2 季 +$78.3 億 (+29.0%)
- 新進機構
- 136
- 另有 296 家加碼
- 清倉機構
- 51
- 另有 247 家減碼
另有 7 家機構在 2024 年第 2 季持有、還沒有申報 2024 年第 3 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 3 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 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Sandler Capital Management | 3,067 | $90.1 萬 | 0.17% | +3,067 | 新進 |
| D. E. Shaw & Co., Inc. | 3,101 | $91.1 萬 | 0.00% | −10,113−76.5% | 減碼 |
| FJ Capital Management LLC | 3,127 | $91.9 萬 | 0.10% | +3,127 | 新進 |
| iA Global Asset Management Inc. | 3,147 | $92.5 萬 | 0.02% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,151 | $92.6 萬 | 0.00% | +153+5.1% | 加碼 |
| Advisor OS, LLC | 3,219 | $94.6 萬 | 0.09% | −1,512−32.0% | 減碼 |
| Triangle Securities Wealth Management | 3,253 | $95.6 萬 | 0.25% | −172−5.0% | 減碼 |
| Aviso Financial Inc. | 3,268 | $96.0 萬 | 0.05% | +1,334+69.0% | 加碼 |
| Capital Investment Advisors, LLC | 3,276 | $96.3 萬 | 0.02% | −1,860−36.2% | 減碼 |
| Crestline Management, LP | 3,323 | $97.6 萬 | 0.06% | +3,323 | 新進 |
| Raymond James Financial Services Advisors, Inc. | 3,332 | $97.9 萬 | 0.00% | −249−7.0% | 減碼 |
| RSM US Wealth Management LLC | 3,398 | $98.6 萬 | 0.01% | +837+32.7% | 加碼 |
| Wesbanco Bank Inc | 3,416 | $100.4 萬 | 0.03% | 00.0% | 不變 |
| Northern Oak Wealth Management Inc | 3,419 | $100.5 萬 | 0.12% | −320−8.6% | 減碼 |
| Colony Group, LLC | 3,447 | $101.3 萬 | 0.00% | +401+13.2% | 加碼 |
| Fiduciary Group LLC | 3,531 | $103.8 萬 | 0.11% | −67−1.9% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,600 | $105.8 萬 | 0.07% | 00.0% | 不變 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $105.8 萬 | 0.35% | 00.0% | 不變 |
| Quantbot Technologies LP | 3,630 | $106.7 萬 | 0.04% | +182+5.3% | 加碼 |
| LVW Advisors, LLC | 3,644 | $107.1 萬 | 0.14% | +337+10.2% | 加碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,664 | $107.7 萬 | 0.07% | −323−8.1% | 減碼 |
| Community Bank, N.A. | 3,750 | $110.2 萬 | 0.14% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 3,753 | $110.3 萬 | 0.07% | +870+30.2% | 加碼 |
| Belpointe Asset Management LLC | 3,835 | $112.7 萬 | 0.07% | +3,835 | 新進 |
| Fortis Capital Advisors, LLC | 3,835 | $112.7 萬 | 0.38% | +3,835 | 新進 |
| Swiss Life Asset Management Ltd | 3,841 | $112.8 萬 | 0.01% | −240−5.9% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 3,866 | $113.6 萬 | 0.05% | 00.0% | 不變 |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $114.2 萬 | 0.03% | +3,000+338.6% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,922 | $115.3 萬 | 0.03% | −11−0.3% | 減碼 |
| Novak & Powell Financial Services, Inc. | 3,922 | $115.3 萬 | 0.67% | −16−0.4% | 減碼 |
| United Capital Financial Advisers, LLC | 3,960 | $116.4 萬 | 0.01% | +213+5.7% | 加碼 |
| Cullinan Associates Inc | 4,250 | $116.7 萬 | 0.07% | −315−6.9% | 減碼 |
| Park Avenue Securities LLC | 3,976 | $116.8 萬 | 0.01% | −47−1.2% | 減碼 |
| PCJ Investment Counsel Ltd. | 4,000 | $117.5 萬 | 0.37% | +4,000 | 新進 |
| Ninety One North America, Inc. | 4,043 | $118.8 萬 | 0.08% | +4,043 | 新進 |
| Nwam LLC | 4,044 | $118.8 萬 | 0.07% | +31+0.8% | 加碼 |
| Accretive Wealth Partners, LLC | 4,059 | $119.3 萬 | 0.50% | −13−0.3% | 減碼 |
| North Point Portfolio Managers Corp | 4,153 | $122.0 萬 | 0.20% | +4,153 | 新進 |
| Sterling Capital Management LLC | 4,193 | $123.2 萬 | 0.02% | +4,193 | 新進 |
| Empirical Finance, LLC | 4,205 | $123.6 萬 | 0.07% | +88+2.1% | 加碼 |
| Donaldson Capital Management, LLC | 4,214 | $123.8 萬 | 0.05% | 00.0% | 不變 |
| AXS Investments LLC | 4,251 | $124.9 萬 | 0.33% | +4,251 | 新進 |
| Omers Administration Corp | 4,264 | $125.3 萬 | 0.01% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 4,273 | $125.6 萬 | 0.11% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,298 | $126.3 萬 | 0.02% | −170−3.8% | 減碼 |
| Shell Asset Management Co | 4,450 | $130.8 萬 | 0.06% | +4,450 | 新進 |
| LGT Group Foundation | 4,479 | $131.4 萬 | 0.02% | −100−2.2% | 減碼 |
| Avantax Advisory Services, Inc. | 4,499 | $132.2 萬 | 0.01% | +865+23.8% | 加碼 |
| Veriti Management LLC | 4,513 | $132.6 萬 | 0.07% | +149+3.4% | 加碼 |
| Dynasty Wealth Management, LLC | 4,629 | $136.0 萬 | 0.04% | −1,024−18.1% | 減碼 |
| Brown Capital Management LLC | 4,655 | $136.8 萬 | 0.03% | −10,468−69.2% | 減碼 |
| CX Institutional | 4,704 | $138.2 萬 | 0.06% | +34+0.7% | 加碼 |
| ISAM Funds (UK) Ltd | 4,716 | $138.6 萬 | 0.78% | +4,716 | 新進 |
| E. Ohman J:or Asset Management AB | 4,900 | $144.0 萬 | 0.04% | −500−9.3% | 減碼 |
| Landscape Capital Management, L.L.C. | 4,971 | $146.1 萬 | 0.15% | +4,971 | 新進 |
| First Financial Bank - Trust Division | 4,998 | $146.9 萬 | 0.13% | 00.0% | 不變 |
| Premier Path Wealth Partners, LLC | 5,064 | $148.8 萬 | 0.23% | −453−8.2% | 減碼 |
| Mercer Global Advisors Inc | 5,138 | $149.2 萬 | 0.00% | +1,168+29.4% | 加碼 |
| Wealthfront Advisers LLC | 5,178 | $152.2 萬 | 0.00% | +37+0.7% | 加碼 |
| Norinchukin Bank, The | 5,243 | $154.1 萬 | 0.04% | +812+18.3% | 加碼 |
| Univest Financial Corp | 5,250 | $154.3 萬 | 0.10% | 00.0% | 不變 |
| AQR Capital Management LLC | 5,361 | $155.9 萬 | 0.00% | +1,228+29.7% | 加碼 |
| Sciencast Management LP | 5,315 | $156.2 萬 | 0.46% | +3,982+298.7% | 加碼 |
| Linscomb & Williams, Inc. | 5,393 | $158.5 萬 | 0.08% | +194+3.7% | 加碼 |
| STRS Ohio | 5,399 | $158.7 萬 | 0.01% | +151+2.9% | 加碼 |
| Metis Global Partners, LLC | 5,415 | $159.1 萬 | 0.05% | +248+4.8% | 加碼 |
| Public Sector Pension Investment Board | 5,422 | $159.3 萬 | 0.01% | +800+17.3% | 加碼 |
| Wellington Shields Capital Management, LLC | 5,438 | $159.8 萬 | 0.28% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 5,518 | $162.1 萬 | 0.03% | −370−6.3% | 減碼 |
| Droms Strauss Advisors Inc | 5,628 | $165.4 萬 | 0.59% | −434−7.2% | 減碼 |
| Brinker Capital Investments, LLC | 5,693 | $167.3 萬 | 0.02% | +2,414+73.6% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,693 | $167.3 萬 | 0.02% | +2,414+73.6% | 加碼 |
| Bradley Foster & Sargent Inc | 5,729 | $168.4 萬 | 0.03% | +517+9.9% | 加碼 |
| NEOS Investment Management LLC | 5,776 | $169.7 萬 | 0.05% | +1,172+25.5% | 加碼 |
| B&L Asset Management LLC | 5,800 | $170.4 萬 | 1.08% | +5,800 | 新進 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 5,855 | $172.0 萬 | 0.02% | +1,363+30.3% | 加碼 |
| Toroso Investments, LLC | 5,872 | $172.6 萬 | 0.02% | +855+17.0% | 加碼 |
| Kovitz Investment Group Partners, LLC | 7,269 | $174.7 萬 | 0.01% | +1,420+24.3% | 加碼 |
| Fiduciary Trust Co | 5,946 | $174.7 萬 | 0.02% | 00.0% | 不變 |
| Advisor Group Holdings, Inc. | 5,954 | $175.0 萬 | 0.00% | −3,218−35.1% | 減碼 |
| Long Road Investment Counsel, LLC | 5,966 | $175.3 萬 | 0.70% | 00.0% | 不變 |
| XTX Topco Ltd | 5,987 | $175.9 萬 | 0.13% | +38+0.6% | 加碼 |
| Ycg, LLC | 6,000 | $176.3 萬 | 0.14% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 6,005 | $176.5 萬 | 0.06% | −200−3.2% | 減碼 |
| Ashford Capital Management Inc | 6,090 | $179.0 萬 | 0.22% | +6,090 | 新進 |
| Thrivent Financial for Lutherans | 6,097 | $179.2 萬 | 0.00% | +1,110+22.3% | 加碼 |
| Builder Investment Group Inc | 6,153 | $180.8 萬 | 0.49% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,159 | $181.0 萬 | 0.15% | +1,557+33.8% | 加碼 |
| Synovus Financial Corp | 6,184 | $181.7 萬 | 0.02% | +1,155+23.0% | 加碼 |
| Allianz SE | 6,249 | $183.6 萬 | 0.05% | 00.0% | 不變 |
| Exchange Capital Management, Inc. | 6,303 | $185.2 萬 | 0.29% | −215−3.3% | 減碼 |
| Scientech Research LLC | 6,355 | $186.7 萬 | 0.37% | +5,524+664.7% | 加碼 |
| Paloma Partners Management Co | 6,371 | $187.2 萬 | 0.10% | +6,371 | 新進 |
| Allspring Global Investments Holdings, LLC | 6,397 | $188.0 萬 | 0.00% | +231+3.7% | 加碼 |
| Kestra Advisory Services, LLC | 6,439 | $189.2 萬 | 0.01% | +59+0.9% | 加碼 |
| SG Americas Securities, LLC | 6,480 | $190.4 萬 | 0.01% | −17,113−72.5% | 減碼 |
| Gsa Capital Partners LLP | 6,511 | $191.3 萬 | 0.14% | +5,160+381.9% | 加碼 |
| Assetmark, Inc | 6,588 | $193.6 萬 | 0.01% | +527+8.7% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 6,644 | $195.2 萬 | 0.21% | +3,322+100.0% | 加碼 |
| Wellington Shields & Co., LLC | 6,729 | $197.7 萬 | 0.60% | 00.0% | 不變 |