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 |
|---|---|---|---|---|---|
| Congress Wealth Management LLC | 2,000 | $51.0 萬 | 0.01% | +2,000 | 新進 |
| Guggenheim Capital LLC | 1,998 | $50.9 萬 | 0.00% | +303+17.9% | 加碼 |
| Davenport & Co LLC | 1,975 | $50.3 萬 | 0.00% | +63+3.3% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,933 | $49.3 萬 | 0.02% | −22−1.1% | 減碼 |
| HighPoint Advisor Group LLC | 1,942 | $49.1 萬 | 0.03% | +133+7.4% | 加碼 |
| First Manhattan Co | 1,927 | $49.1 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,912 | $48.7 萬 | 0.06% | −1−0.1% | 減碼 |
| Vise Technologies, Inc. | 1,911 | $48.7 萬 | 0.04% | +902+89.4% | 加碼 |
| Trust Co of Virginia | 1,900 | $48.4 萬 | 0.04% | +300+18.8% | 加碼 |
| Deltec Asset Management LLC | 1,900 | $48.4 萬 | 0.10% | +1,900 | 新進 |
| Sit Investment Associates Inc | 1,880 | $47.9 萬 | 0.01% | −950−33.6% | 減碼 |
| Washington Trust Advisors, Inc. | 1,878 | $47.9 萬 | 0.04% | 00.0% | 不變 |
| Everpar Advisors LLC | 1,865 | $47.5 萬 | 0.24% | −5−0.3% | 減碼 |
| Independent Advisor Alliance | 1,860 | $47.4 萬 | 0.01% | +685+58.3% | 加碼 |
| Virtu Financial LLC | 1,854 | $47.2 萬 | 0.03% | −7,666−80.5% | 減碼 |
| Canada Post Corp Registered Pension Plan | 1,845 | $47.0 萬 | 0.03% | +1,845 | 新進 |
| MUFG Securities Americas Inc. | 1,830 | $46.6 萬 | 0.06% | +1,830 | 新進 |
| V-Square Quantitative Management LLC | 1,805 | $46.0 萬 | 0.07% | +120+7.1% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,779 | $45.3 萬 | 0.12% | 00.0% | 不變 |
| Correct Capital Wealth Management | 1,751 | $44.6 萬 | 0.09% | 00.0% | 不變 |
| Advisor OS, LLC | 1,732 | $44.1 萬 | 0.05% | −1,487−46.2% | 減碼 |
| Coldstream Capital Management Inc | 1,721 | $43.9 萬 | 0.01% | −144−7.7% | 減碼 |
| Peapack Gladstone Financial Corp | 1,719 | $43.8 萬 | 0.01% | −99−5.4% | 減碼 |
| HM Payson & Co | 1,716 | $43.7 萬 | 0.01% | −5−0.3% | 減碼 |
| Syon Capital LLC | 1,713 | $43.7 萬 | 0.04% | +306+21.7% | 加碼 |
| Quadrant Capital Group LLC | 1,708 | $43.5 萬 | 0.03% | +13+0.8% | 加碼 |
| Williams Jones Wealth Management, LLC. | 1,704 | $43.4 萬 | 0.01% | 00.0% | 不變 |
| Greenleaf Trust | 1,702 | $43.4 萬 | 0.00% | +37+2.2% | 加碼 |
| EntryPoint Capital, LLC | 1,702 | $43.4 萬 | 0.18% | +1,702 | 新進 |
| Horizon Investments, LLC | 1,691 | $43.1 萬 | 0.01% | +13+0.8% | 加碼 |
| Heritage Family Offices, LLP | 1,662 | $42.3 萬 | 0.21% | +12+0.7% | 加碼 |
| Ironwood Investment Counsel, LLC | 1,650 | $42.1 萬 | 0.07% | 00.0% | 不變 |
| Ci Investments Inc. | 1,646 | $41.9 萬 | 0.00% | +437+36.1% | 加碼 |
| NorthRock Partners, LLC | 1,631 | $41.6 萬 | 0.01% | +29+1.8% | 加碼 |
| Dark Forest Capital Management LP | 1,628 | $41.5 萬 | 0.06% | +73+4.7% | 加碼 |
| Bragg Financial Advisors, Inc | 1,612 | $41.1 萬 | 0.02% | −168−9.4% | 減碼 |
| Integrated Advisors Network LLC | 1,595 | $40.6 萬 | 0.02% | +44+2.8% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,585 | $40.4 萬 | 0.00% | +158+11.1% | 加碼 |
| CAPROCK Group, Inc. | 1,569 | $40.0 萬 | 0.01% | +1,569 | 新進 |
| Inceptionr LLC | 1,540 | $39.2 萬 | 0.09% | +1,540 | 新進 |
| Y-Intercept (Hong Kong) Ltd | 1,515 | $38.6 萬 | 0.03% | −8,932−85.5% | 減碼 |
| Riverwater Partners LLC | 1,509 | $38.5 萬 | 0.19% | +244+19.3% | 加碼 |
| WMS Partners, LLC | 1,505 | $38.4 萬 | 0.02% | +1,505 | 新進 |
| Foster Victor Wealth Advisors, LLC | 1,459 | $38.4 萬 | 0.03% | 00.0% | 不變 |
| Portside Wealth Group, LLC | 1,503 | $38.3 萬 | 0.06% | +206+15.9% | 加碼 |
| Washington Trust Co | 1,500 | $38.2 萬 | 0.01% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 1,500 | $38.2 萬 | 0.24% | 00.0% | 不變 |
| SNS Financial Group, LLC | 1,496 | $38.1 萬 | 0.04% | +1+0.1% | 加碼 |
| Pitcairn Co | 1,474 | $37.6 萬 | 0.02% | +25+1.7% | 加碼 |
| Tiaa Trust, National Association | 1,472 | $37.5 萬 | 0.00% | +18+1.2% | 加碼 |
| Oxford Financial Group Ltd | 1,462 | $37.3 萬 | 0.02% | −21−1.4% | 減碼 |
| Chesley Taft & Associates LLC | 1,445 | $36.8 萬 | 0.02% | +1,445 | 新進 |
| Forum Financial Management, LP | 1,441 | $36.7 萬 | 0.01% | +760+111.6% | 加碼 |
| Asahi Life Asset Management Co., Ltd. | 1,440 | $36.7 萬 | 0.22% | +1,440 | 新進 |
| Venturi Wealth Management, LLC | 1,428 | $36.4 萬 | 0.02% | +70+5.2% | 加碼 |
| Lake Street Advisors Group, LLC | 1,425 | $36.3 萬 | 0.02% | +37+2.7% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,413 | $36.0 萬 | 0.00% | −41−2.8% | 減碼 |
| Vontobel Holding Ltd. | 1,399 | $35.7 萬 | 0.00% | 00.0% | 不變 |
| Wealth Management Nebraska | 1,399 | $35.7 萬 | 0.06% | +1,399 | 新進 |
| Ballentine Partners, LLC | 1,392 | $35.5 萬 | 0.01% | +122+9.6% | 加碼 |
| Strategic Blueprint, LLC | 1,390 | $35.4 萬 | 0.02% | −37−2.6% | 減碼 |
| TrueWealth Advisors, LLC | 1,389 | $35.4 萬 | 0.12% | 00.0% | 不變 |
| Aptus Capital Advisors, LLC | 1,384 | $35.3 萬 | 0.00% | +1,384 | 新進 |
| WSFS Capital Management, LLC | 1,367 | $34.8 萬 | 0.02% | −37−2.6% | 減碼 |
| Fifth Third Wealth Advisors LLC | 1,355 | $34.5 萬 | 0.02% | +351+35.0% | 加碼 |
| Summit Financial, LLC | 1,345 | $34.3 萬 | 0.01% | +16+1.2% | 加碼 |
| QRG Capital Management, Inc. | 1,344 | $34.3 萬 | 0.00% | +278+26.1% | 加碼 |
| Axxcess Wealth Management, LLC | 1,344 | $34.3 萬 | 0.01% | −13−1.0% | 減碼 |
| LifePlan Financial, LLC | 1,344 | $34.3 萬 | 0.30% | −1,017−43.1% | 減碼 |
| Siemens Fonds Invest GmbH | 1,340 | $34.2 萬 | 0.04% | 00.0% | 不變 |
| BBR Partners, LLC | 1,335 | $34.0 萬 | 0.02% | −465−25.8% | 減碼 |
| Walleye Capital LLC | 1,322 | $33.7 萬 | 0.00% | −86,784−98.5% | 減碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,318 | $33.6 萬 | 0.02% | +3+0.2% | 加碼 |
| Profund Advisors LLC | 1,315 | $33.5 萬 | 0.01% | −206−13.5% | 減碼 |
| Aureus Asset Management, LLC | 1,300 | $33.1 萬 | 0.02% | 00.0% | 不變 |
| International Assets Investment Management, LLC | 1,316 | $33.0 萬 | 0.03% | −959,046−99.9% | 減碼 |
| Nicolet Bankshares Inc | 1,290 | $32.9 萬 | 0.08% | −235−15.4% | 減碼 |
| Warren Averett Asset Management, LLC | 1,288 | $32.8 萬 | 0.01% | +1,288 | 新進 |
| Personal Cfo Solutions, LLC | 1,280 | $32.6 萬 | 0.06% | +26+2.1% | 加碼 |
| Cigna Investments Inc | 1,257 | $32.0 萬 | 0.06% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 1,253 | $31.9 萬 | 0.01% | −195−13.5% | 減碼 |
| Ostrum Asset Management | 1,238 | $31.6 萬 | 0.03% | −52−4.0% | 減碼 |
| Valeo Financial Advisors, LLC | 1,234 | $31.4 萬 | 0.01% | +1+0.1% | 加碼 |
| Wendell David Associates Inc | 1,212 | $30.9 萬 | 0.03% | 00.0% | 不變 |
| Ameritas Investment Partners, Inc. | 1,208 | $30.8 萬 | 0.01% | −45−3.6% | 減碼 |
| Thrive Wealth Management, LLC | 1,186 | $30.2 萬 | 0.05% | −27−2.2% | 減碼 |
| Financial Advisory Corp | 1,186 | $30.2 萬 | 0.11% | −305−20.5% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 4,309 | $29.8 萬 | 0.05% | +645+17.6% | 加碼 |
| Edge Capital Group, LLC | 1,164 | $29.7 萬 | 0.01% | +6+0.5% | 加碼 |
| Frank, Rimerman Advisors LLC | 1,164 | $29.7 萬 | 0.02% | +139+13.6% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 1,164 | $29.7 萬 | 0.15% | +2+0.2% | 加碼 |
| Union Bancaire Privee, UBP SA | 1,158 | $29.6 萬 | 0.01% | +1,158 | 新進 |
| Teacher Retirement System of Texas | 1,158 | $29.5 萬 | 0.00% | +331+40.0% | 加碼 |
| Wealth Alliance | 1,146 | $29.2 萬 | 0.03% | +18+1.6% | 加碼 |
| Meridian Wealth Management, LLC | 1,124 | $28.6 萬 | 0.01% | +2+0.2% | 加碼 |
| Sabal Trust CO | 1,112 | $28.3 萬 | 0.02% | −9−0.8% | 減碼 |
| Burt Wealth Advisors | 1,103 | $28.1 萬 | 0.07% | −205−15.7% | 減碼 |
| Park National Corp | 1,100 | $28.0 萬 | 0.01% | 00.0% | 不變 |
| Two Sigma Securities, LLC | 1,094 | $27.9 萬 | 0.05% | −820−42.8% | 減碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,094 | $27.9 萬 | 0.03% | +32+3.0% | 加碼 |