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 |
|---|---|---|---|---|---|
| Avantax Advisory Services, Inc. | 4,499 | $114.6 萬 | 0.01% | 00.0% | 不變 |
| Lido Advisors, LLC | 4,366 | $111.3 萬 | 0.01% | +1,601+57.9% | 加碼 |
| Aviso Financial Inc. | 4,359 | $111.1 萬 | 0.06% | +1,091+33.4% | 加碼 |
| 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 |
| Monticello Wealth Management, LLC | 4,273 | $108.9 萬 | 0.09% | 00.0% | 不變 |
| Tokio Marine Asset Management Co Ltd | 4,267 | $108.7 萬 | 0.04% | +401+10.4% | 加碼 |
| Cullinan Associates Inc | 4,250 | $108.3 萬 | 0.07% | 00.0% | 不變 |
| Crossmark Global Holdings, Inc. | 4,212 | $107.4 萬 | 0.02% | −1,306−23.7% | 減碼 |
| Donaldson Capital Management, LLC | 4,214 | $107.4 萬 | 0.04% | 00.0% | 不變 |
| United Capital Financial Advisers, LLC | 4,201 | $107.1 萬 | 0.01% | +241+6.1% | 加碼 |
| Empirical Finance, LLC | 4,163 | $106.1 萬 | 0.06% | −42−1.0% | 減碼 |
| AXS Investments LLC | 4,100 | $104.5 萬 | 0.29% | −151−3.6% | 減碼 |
| Nomura Holdings Inc | 4,083 | $104.1 萬 | 0.01% | +4,083 | 新進 |
| Accretive Wealth Partners, LLC | 4,079 | $104.0 萬 | 0.44% | +20+0.5% | 加碼 |
| Integrated Wealth Concepts LLC | 4,059 | $103.5 萬 | 0.01% | −239−5.6% | 減碼 |
| Nwam LLC | 4,044 | $103.1 萬 | 0.06% | 00.0% | 不變 |
| D.A. Davidson & Co. | 4,014 | $102.3 萬 | 0.01% | +2,900+260.3% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,935 | $100.3 萬 | 0.02% | +13+0.3% | 加碼 |
| Novak & Powell Financial Services, Inc. | 3,927 | $100.1 萬 | 0.60% | +5+0.1% | 加碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $99.0 萬 | 0.03% | 00.0% | 不變 |
| Meeder Advisory Services, Inc. | 3,817 | $97.3 萬 | 0.06% | +64+1.7% | 加碼 |
| Park Avenue Securities LLC | 3,814 | $97.2 萬 | 0.01% | −162−4.1% | 減碼 |
| Allstate Corp | 3,676 | $93.7 萬 | 0.03% | +3,676 | 新進 |
| Brighton Jones LLC | 3,638 | $92.7 萬 | 0.03% | +1,200+49.2% | 加碼 |
| SG Americas Securities, LLC | 3,627 | $92.4 萬 | 0.00% | −2,853−44.0% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,600 | $91.7 萬 | 0.06% | 00.0% | 不變 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $91.7 萬 | 0.30% | 00.0% | 不變 |
| Ninety One North America, Inc. | 3,575 | $91.1 萬 | 0.06% | −468−11.6% | 減碼 |
| LVW Advisors, LLC | 3,564 | $90.8 萬 | 0.11% | −80−2.2% | 減碼 |
| Community Bank, N.A. | 3,550 | $90.5 萬 | 0.12% | −200−5.3% | 減碼 |
| Fiduciary Group LLC | 3,496 | $89.1 萬 | 0.09% | −35−1.0% | 減碼 |
| Wesbanco Bank Inc | 3,416 | $87.1 萬 | 0.03% | 00.0% | 不變 |
| Moore Capital Management, LP | 3,413 | $87.0 萬 | 0.02% | −13,495−79.8% | 減碼 |
| Northern Oak Wealth Management Inc | 3,355 | $85.5 萬 | 0.11% | −64−1.9% | 減碼 |
| Capital Investment Advisors, LLC | 3,351 | $85.4 萬 | 0.02% | +75+2.3% | 加碼 |
| Taikang Asset Management (Hong Kong) Co Ltd | 3,322 | $84.7 萬 | 0.12% | −3,322−50.0% | 減碼 |
| Bleakley Financial Group, LLC | 3,281 | $83.6 萬 | 0.03% | +709+27.6% | 加碼 |
| Triangle Securities Wealth Management | 3,203 | $81.6 萬 | 0.21% | −50−1.5% | 減碼 |
| CWM, LLC | 3,180 | $81.0 萬 | 0.00% | +1,660+109.2% | 加碼 |
| iA Global Asset Management Inc. | 3,147 | $80.2 萬 | 0.01% | 00.0% | 不變 |
| Fifth Third Bancorp | 3,116 | $79.4 萬 | 0.00% | −35−1.1% | 減碼 |
| Mitchell & Pahl Private Wealth, LLC | 3,112 | $79.3 萬 | 0.37% | +176+6.0% | 加碼 |
| Landscape Capital Management, L.L.C. | 3,035 | $77.3 萬 | 0.08% | −1,936−38.9% | 減碼 |
| New England Capital Financial Advisors LLC | 3,034 | $77.3 萬 | 0.38% | 00.0% | 不變 |
| Jones Financial Companies LLLP | 3,026 | $77.1 萬 | 0.00% | +1,412+87.5% | 加碼 |
| Keybank National Association | 3,007 | $76.6 萬 | 0.00% | +615+25.7% | 加碼 |
| Bamco Inc | 3,000 | $76.5 萬 | 0.00% | +100+3.4% | 加碼 |
| Allworth Financial LP | 2,807 | $76.3 萬 | 0.00% | 00.0% | 不變 |
| Capstone Investment Advisors, LLC | 2,993 | $76.3 萬 | 0.01% | +2,801+1,458.9% | 加碼 |
| Vinva Investment Management Ltd | 2,957 | $75.5 萬 | 0.03% | +2,957 | 新進 |
| Northwestern Mutual Wealth Management Co | 2,936 | $74.8 萬 | 0.00% | +563+23.7% | 加碼 |
| Clearstead Advisors, LLC | 2,930 | $74.7 萬 | 0.01% | +12+0.4% | 加碼 |
| AE Wealth Management LLC | 2,920 | $74.4 萬 | 0.01% | −117−3.9% | 減碼 |
| Ossiam | 2,905 | $74.0 萬 | 0.01% | −19−0.6% | 減碼 |
| American National Bank | 2,900 | $73.9 萬 | 0.08% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,900 | $73.9 萬 | 0.51% | 00.0% | 不變 |
| WS Portfolio Advisory, LLC | 2,900 | $73.9 萬 | 3.01% | +2,900 | 新進 |
| Everence Capital Management Inc | 2,860 | $72.9 萬 | 0.05% | +1,470+105.8% | 加碼 |
| Spinnaker Trust | 2,860 | $72.9 萬 | 0.05% | 00.0% | 不變 |
| GAMMA Investing LLC | 2,851 | $72.7 萬 | 0.06% | +167+6.2% | 加碼 |
| PFC Capital Group, Inc. | 2,850 | $72.6 萬 | 0.35% | −130−4.4% | 減碼 |
| Strategy Asset Managers LLC | 2,805 | $71.5 萬 | 0.14% | +5+0.2% | 加碼 |
| Apollon Wealth Management, LLC | 2,795 | $71.2 萬 | 0.02% | +553+24.7% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 2,777 | $70.8 萬 | 0.04% | +1,800+184.2% | 加碼 |
| Financial Counselors Inc | 2,774 | $70.7 萬 | 0.01% | −96−3.3% | 減碼 |
| Eagle Ridge Investment Management | 2,753 | $70.2 萬 | 0.06% | 00.0% | 不變 |
| Impact Capital Partners LLC | 2,730 | $69.6 萬 | 0.25% | +2,730 | 新進 |
| Illinois Municipal Retirement Fund | 2,720 | $69.3 萬 | 0.01% | +2,720 | 新進 |
| Advisors Capital Management, LLC | 2,696 | $68.7 萬 | 0.01% | −194−6.7% | 減碼 |
| Highland Capital Management, LLC | 2,666 | $67.9 萬 | 0.04% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,643 | $67.4 萬 | 0.01% | +535+25.4% | 加碼 |
| Athena Investment Management | 2,590 | $66.0 萬 | 0.38% | 00.0% | 不變 |
| Prudential PLC | 2,570 | $65.5 萬 | 0.00% | 00.0% | 不變 |
| Regions Financial Corp | 2,557 | $65.2 萬 | 0.00% | −7−0.3% | 減碼 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,551 | $65.0 萬 | 0.01% | −3,304−56.4% | 減碼 |
| MAI Capital Management | 2,548 | $64.9 萬 | 0.00% | +2,548 | 新進 |
| Atomi Financial Group, Inc. | 2,537 | $64.6 萬 | 0.03% | +115+4.7% | 加碼 |
| EverSource Wealth Advisors, LLC | 2,515 | $64.1 萬 | 0.04% | +646+34.6% | 加碼 |
| Doheny Asset Management | 2,500 | $63.7 萬 | 0.48% | 00.0% | 不變 |
| Huntington National Bank | 2,498 | $63.7 萬 | 0.00% | +279+12.6% | 加碼 |
| Bowen Hanes & Co Inc | 2,486 | $63.4 萬 | 0.02% | −90−3.5% | 減碼 |
| Cyndeo Wealth Partners, LLC | 2,481 | $63.2 萬 | 0.04% | +10.0% | 加碼 |
| Vestcor Inc | 2,462 | $62.7 萬 | 0.02% | −2−0.1% | 減碼 |
| Wedmont Private Capital | 2,556 | $62.5 萬 | 0.03% | −22−0.9% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,417 | $61.6 萬 | 0.00% | 00.0% | 不變 |
| Gibbs Wealth Management | 2,367 | $60.3 萬 | 0.16% | +359+17.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,364 | $60.3 萬 | 0.02% | +2,364 | 新進 |
| Panagora Asset Management Inc | 2,362 | $60.2 萬 | 0.00% | +849+56.1% | 加碼 |
| Tema ETFs LLC | 2,354 | $60.0 萬 | 0.25% | +2,354 | 新進 |
| Jane Street Group, LLC | 2,315 | $59.0 萬 | 0.00% | −211,234−98.9% | 減碼 |
| Essex Financial Services, Inc. | 2,288 | $58.3 萬 | 0.04% | +26+1.1% | 加碼 |
| Brown Brothers Harriman & Co | 2,276 | $58.0 萬 | 0.00% | +430+23.3% | 加碼 |
| Empowered Funds, LLC | 2,202 | $56.1 萬 | 0.01% | +53+2.5% | 加碼 |
| RSM US Wealth Management LLC | 2,197 | $56.0 萬 | 0.01% | −1,201−35.3% | 減碼 |
| Trust Co of Vermont | 2,170 | $55.3 萬 | 0.03% | 00.0% | 不變 |
| Andra AP-fonden | 2,142 | $54.6 萬 | 0.01% | +2,142 | 新進 |
| Janney Capital Management LLC | 2,100 | $53.5 萬 | 0.04% | −14−0.7% | 減碼 |
| NWF Advisory Services Inc. | 2,087 | $53.2 萬 | 0.08% | 00.0% | 不變 |
| Roundview Capital LLC | 2,002 | $51.0 萬 | 0.04% | 00.0% | 不變 |