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 4 季 13F 持有人
Equifax Inc 在 2024/12/31 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
- 850
- 較 2024 年第 3 季 +22 家
- 持有股數
- 1.19 億
- 較 2024 年第 3 季 +144.2 萬 (+1.2%)
- 總市值
- $302.2 億
- 較 2024 年第 3 季 −$44.8 億 (−12.9%)
- 新進機構
- 120
- 另有 311 家加碼
- 清倉機構
- 98
- 另有 260 家減碼
另有 11 家機構在 2024 年第 3 季持有、還沒有申報 2024 年第 4 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 4 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 3 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Capstone Investment Advisors, LLC | 2,993 | $76.3 萬 | 0.01% | +2,801+1,458.9% | 加碼 |
| Allworth Financial LP | 2,807 | $76.3 萬 | 0.00% | 00.0% | 不變 |
| Bamco Inc | 3,000 | $76.5 萬 | 0.00% | +100+3.4% | 加碼 |
| Keybank National Association | 3,007 | $76.6 萬 | 0.00% | +615+25.7% | 加碼 |
| Jones Financial Companies LLLP | 3,026 | $77.1 萬 | 0.00% | +1,412+87.5% | 加碼 |
| New England Capital Financial Advisors LLC | 3,034 | $77.3 萬 | 0.38% | 00.0% | 不變 |
| Landscape Capital Management, L.L.C. | 3,035 | $77.3 萬 | 0.08% | −1,936−38.9% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 3,112 | $79.3 萬 | 0.37% | +176+6.0% | 加碼 |
| Fifth Third Bancorp | 3,116 | $79.4 萬 | 0.00% | −35−1.1% | 減碼 |
| iA Global Asset Management Inc. | 3,147 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| CWM, LLC | 3,180 | $81.0 萬 | 0.00% | +1,660+109.2% | 加碼 |
| Triangle Securities Wealth Management | 3,203 | $81.6 萬 | 0.21% | −50−1.5% | 減碼 |
| Bleakley Financial Group, LLC | 3,281 | $83.6 萬 | 0.03% | +709+27.6% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $84.7 萬 | 0.12% | −3,322−50.0% | 減碼 |
| Capital Investment Advisors, LLC | 3,351 | $85.4 萬 | 0.02% | +75+2.3% | 加碼 |
| Northern Oak Wealth Management Inc | 3,355 | $85.5 萬 | 0.11% | −64−1.9% | 減碼 |
| Moore Capital Management, LP | 3,413 | $87.0 萬 | 0.02% | −13,495−79.8% | 減碼 |
| Wesbanco Bank Inc | 3,416 | $87.1 萬 | 0.03% | 00.0% | 不變 |
| Fiduciary Group LLC | 3,496 | $89.1 萬 | 0.09% | −35−1.0% | 減碼 |
| Community Bank, N.A. | 3,550 | $90.5 萬 | 0.12% | −200−5.3% | 減碼 |
| LVW Advisors, LLC | 3,564 | $90.8 萬 | 0.11% | −80−2.2% | 減碼 |
| Ninety One North America, Inc. | 3,575 | $91.1 萬 | 0.06% | −468−11.6% | 減碼 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $91.7 萬 | 0.30% | 00.0% | 不變 |
| Guyasuta Investment Advisors Inc | 3,600 | $91.7 萬 | 0.06% | 00.0% | 不變 |
| SG Americas Securities, LLC | 3,627 | $92.4 萬 | 0.00% | −2,853−44.0% | 減碼 |
| Brighton Jones LLC | 3,638 | $92.7 萬 | 0.03% | +1,200+49.2% | 加碼 |
| Allstate Corp | 3,676 | $93.7 萬 | 0.03% | +3,676 | 新進 |
| Park Avenue Securities LLC | 3,814 | $97.2 萬 | 0.01% | −162−4.1% | 減碼 |
| Meeder Advisory Services, Inc. | 3,817 | $97.3 萬 | 0.06% | +64+1.7% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $99.0 萬 | 0.03% | 00.0% | 不變 |
| Novak & Powell Financial Services, Inc. | 3,927 | $100.1 萬 | 0.60% | +5+0.1% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,935 | $100.3 萬 | 0.02% | +13+0.3% | 加碼 |
| D.A. Davidson & Co. | 4,014 | $102.3 萬 | 0.01% | +2,900+260.3% | 加碼 |
| Nwam LLC | 4,044 | $103.1 萬 | 0.06% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 4,059 | $103.5 萬 | 0.01% | −239−5.6% | 減碼 |
| Accretive Wealth Partners, LLC | 4,079 | $104.0 萬 | 0.44% | +20+0.5% | 加碼 |
| Nomura Holdings Inc | 4,083 | $104.1 萬 | 0.01% | +4,083 | 新進 |
| AXS Investments LLC | 4,100 | $104.5 萬 | 0.29% | −151−3.6% | 減碼 |
| Empirical Finance, LLC | 4,163 | $106.1 萬 | 0.06% | −42−1.0% | 減碼 |
| United Capital Financial Advisers, LLC | 4,201 | $107.1 萬 | 0.01% | +241+6.1% | 加碼 |
| Donaldson Capital Management, LLC | 4,214 | $107.4 萬 | 0.04% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,212 | $107.4 萬 | 0.02% | −1,306−23.7% | 減碼 |
| Cullinan Associates Inc | 4,250 | $108.3 萬 | 0.07% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 4,267 | $108.7 萬 | 0.04% | +401+10.4% | 加碼 |
| Monticello Wealth Management, LLC | 4,273 | $108.9 萬 | 0.09% | 00.0% | 不變 |
| Shell Asset Management Co | 4,308 | $109.8 萬 | 0.05% | −142−3.2% | 減碼 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,309 | $109.8 萬 | 0.01% | +2,916+209.3% | 加碼 |
| Aviso Financial Inc. | 4,359 | $111.1 萬 | 0.06% | +1,091+33.4% | 加碼 |
| Lido Advisors, LLC | 4,366 | $111.3 萬 | 0.01% | +1,601+57.9% | 加碼 |
| Avantax Advisory Services, Inc. | 4,499 | $114.6 萬 | 0.01% | 00.0% | 不變 |
| Power Wealth Management LLC | 4,597 | $117.2 萬 | 0.49% | −2,274−33.1% | 減碼 |
| Dynasty Wealth Management, LLC | 4,623 | $117.8 萬 | 0.02% | −6−0.1% | 減碼 |
| Capital Group Investment Management Pte. Ltd. | 4,704 | $119.9 萬 | 0.23% | −4,870−50.9% | 減碼 |
| Colony Group, LLC | 4,757 | $121.2 萬 | 0.00% | +1,310+38.0% | 加碼 |
| Belpointe Asset Management LLC | 3,959 | $121.6 萬 | 0.07% | +124+3.2% | 加碼 |
| Fortis Capital Advisors, LLC | 3,959 | $121.6 萬 | 0.42% | +124+3.2% | 加碼 |
| Vident Advisory, LLC | 4,780 | $121.8 萬 | 0.02% | +2,604+119.7% | 加碼 |
| CX Institutional | 4,784 | $121.9 萬 | 0.05% | +80+1.7% | 加碼 |
| Brinker Capital Investments, LLC | 4,997 | $127.3 萬 | 0.01% | −696−12.2% | 減碼 |
| Orion Portfolio Solutions, LLC | 4,997 | $127.3 萬 | 0.01% | −696−12.2% | 減碼 |
| First Financial Bank - Trust Division | 5,008 | $127.6 萬 | 0.12% | +10+0.2% | 加碼 |
| Synovus Financial Corp | 5,011 | $127.7 萬 | 0.02% | −1,173−19.0% | 減碼 |
| Verition Fund Management LLC | 5,039 | $128.4 萬 | 0.01% | +4,090+431.0% | 加碼 |
| Ethic Inc. | 5,121 | $130.5 萬 | 0.03% | −8,578−62.6% | 減碼 |
| Omers Administration Corp | 5,141 | $131.0 萬 | 0.01% | +877+20.6% | 加碼 |
| Mercer Global Advisors Inc | 5,167 | $131.7 萬 | 0.00% | +29+0.6% | 加碼 |
| Univest Financial Corp | 5,250 | $133.8 萬 | 0.08% | 00.0% | 不變 |
| Walleye Trading LLC | 5,354 | $136.4 萬 | 0.03% | +5,354 | 新進 |
| Wellington Shields Capital Management, LLC | 5,438 | $138.6 萬 | 0.25% | 00.0% | 不變 |
| CIBC Private Wealth Group, LLC | 5,622 | $139.5 萬 | 0.00% | −88,219−94.0% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,550 | $141.4 萬 | 0.03% | +650+13.3% | 加碼 |
| Droms Strauss Advisors Inc | 5,628 | $143.4 萬 | 0.47% | 00.0% | 不變 |
| Metis Global Partners, LLC | 5,635 | $143.6 萬 | 0.04% | +220+4.1% | 加碼 |
| Intech Investment Management LLC | 5,673 | $144.6 萬 | 0.01% | −1,188−17.3% | 減碼 |
| Premier Path Wealth Partners, LLC | 5,716 | $145.7 萬 | 0.22% | +652+12.9% | 加碼 |
| B&L Asset Management LLC | 5,800 | $147.8 萬 | 0.94% | 00.0% | 不變 |
| Long Road Investment Counsel, LLC | 5,816 | $148.2 萬 | 0.60% | −150−2.5% | 減碼 |
| Wealthfront Advisers LLC | 5,857 | $149.3 萬 | 0.00% | +679+13.1% | 加碼 |
| Linscomb & Williams, Inc. | 5,876 | $149.7 萬 | 0.07% | +483+9.0% | 加碼 |
| Norinchukin Bank, The | 5,876 | $149.7 萬 | 0.03% | +633+12.1% | 加碼 |
| New Mexico Educational Retirement Board | 5,905 | $150.5 萬 | 0.05% | −100−1.7% | 減碼 |
| Bryce Point Capital, LLC | 5,929 | $151.1 萬 | 0.44% | +5,929 | 新進 |
| Fiduciary Trust Co | 5,945 | $151.5 萬 | 0.02% | −10.0% | 減碼 |
| Kestra Advisory Services, LLC | 5,956 | $151.8 萬 | 0.01% | −483−7.5% | 減碼 |
| Cambridge Investment Research Advisors, Inc. | 5,983 | $152.5 萬 | 0.01% | −4,542−43.2% | 減碼 |
| Ycg, LLC | 6,000 | $152.9 萬 | 0.12% | 00.0% | 不變 |
| Allspring Global Investments Holdings, LLC | 6,105 | $153.3 萬 | 0.00% | −292−4.6% | 減碼 |
| 1832 Asset Management L.P. | 6,024 | $153.5 萬 | 0.00% | −319,535−98.1% | 減碼 |
| Raiffeisen Bank International AG | 6,056 | $154.6 萬 | 0.02% | +6,056 | 新進 |
| Ashford Capital Management Inc | 6,090 | $155.2 萬 | 0.18% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 6,040 | $155.8 萬 | 0.00% | −57−0.9% | 減碼 |
| Builder Investment Group Inc | 6,153 | $156.8 萬 | 0.43% | 00.0% | 不變 |
| Sound View Wealth Advisors Group, LLC | 6,155 | $156.9 萬 | 0.13% | −4−0.1% | 減碼 |
| Sterling Capital Management LLC | 6,218 | $158.5 萬 | 0.02% | +2,025+48.3% | 加碼 |
| Allianz SE | 6,249 | $159.5 萬 | 0.04% | 00.0% | 不變 |
| Freestone Grove Partners LP | 6,269 | $159.8 萬 | 0.02% | +6,269 | 新進 |
| Twin Tree Management, LP | 6,472 | $164.9 萬 | 0.04% | −1,780−21.6% | 減碼 |
| Versor Investments LP | 6,505 | $165.8 萬 | 0.29% | +5,607+624.4% | 加碼 |
| Exchange Capital Management, Inc. | 6,515 | $166.0 萬 | 0.26% | +212+3.4% | 加碼 |
| Wellington Shields & Co., LLC | 6,529 | $166.4 萬 | 0.51% | −200−3.0% | 減碼 |