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。
2025 年第 1 季 13F 持有人
Equifax Inc 在 2025/3/31 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
- 812
- 較 2024 年第 4 季 −24 家
- 持有股數
- 1.23 億
- 較 2024 年第 4 季 +503.3 萬 (+4.3%)
- 總市值
- $299.9 億
- 較 2024 年第 4 季 −$1.08 億 (−0.4%)
- 新進機構
- 70
- 另有 302 家加碼
- 清倉機構
- 94
- 另有 265 家減碼
另有 14 家機構在 2024 年第 4 季持有、還沒有申報 2025 年第 1 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 |
2025 年第 1 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 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Optimize Financial Inc | 898 | $21.9 萬 | 0.08% | +898 | 新進 |
| Aprio Wealth Management, LLC | 906 | $22.1 萬 | 0.03% | +906 | 新進 |
| Chicago Partners Investment Group LLC | 832 | $22.1 萬 | 0.01% | −114−12.1% | 減碼 |
| EP Wealth Advisors, LLC | 914 | $22.3 萬 | 0.00% | −2−0.2% | 減碼 |
| Cannon Financial Strategists, Inc. | 920 | $22.4 萬 | 0.04% | −139−13.1% | 減碼 |
| Norden Group LLC | 926 | $22.6 萬 | 0.03% | +37+4.2% | 加碼 |
| Acropolis Investment Management, LLC | 931 | $22.7 萬 | 0.01% | +2+0.2% | 加碼 |
| Bryn Mawr Trust Co | 938 | $22.8 萬 | 0.00% | +520+124.4% | 加碼 |
| MPS Loria Financial Planners, LLC | 944 | $23.0 萬 | 0.07% | 00.0% | 不變 |
| Snowden Capital Advisors LLC | 947 | $23.1 萬 | 0.01% | −64−6.3% | 減碼 |
| Merit Financial Group, LLC | 947 | $23.1 萬 | 0.00% | +947 | 新進 |
| Aviso Financial Inc. | 949 | $23.1 萬 | 0.01% | −3,410−78.2% | 減碼 |
| Stephens Inc | 951 | $23.2 萬 | 0.00% | −42−4.2% | 減碼 |
| Ipswich Investment Management Co., Inc. | 964 | $23.5 萬 | 0.06% | 00.0% | 不變 |
| Salem Investment Counselors Inc | 986 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| Union Bancaire Privee, UBP SA | 975 | $24.3 萬 | 0.00% | −183−15.8% | 減碼 |
| Wedgewood Investors Inc | 1,000 | $24.4 萬 | 0.29% | −25−2.4% | 減碼 |
| Howland Capital Management LLC | 1,000 | $24.4 萬 | 0.01% | 00.0% | 不變 |
| Auxier Asset Management | 1,000 | $24.4 萬 | 0.04% | 00.0% | 不變 |
| Nadler Financial Group, Inc. | 1,000 | $24.4 萬 | 0.03% | 00.0% | 不變 |
| Ferguson Wellman Capital Management, Inc | 1,005 | $24.5 萬 | 0.00% | −5−0.5% | 減碼 |
| Oppenheimer & Co Inc | 1,023 | $24.9 萬 | 0.00% | +10+1.0% | 加碼 |
| Everett Harris & Co | 1,033 | $25.2 萬 | 0.00% | 00.0% | 不變 |
| Glenview Trust Co | 1,036 | $25.2 萬 | 0.00% | −8−0.8% | 減碼 |
| Johnson Investment Counsel Inc | 1,044 | $25.4 萬 | 0.00% | −6−0.6% | 減碼 |
| Novus Advisors, LLC | 1,050 | $25.6 萬 | 0.26% | 00.0% | 不變 |
| New England Research & Management, Inc. | 1,050 | $25.6 萬 | 0.13% | 00.0% | 不變 |
| Panagora Asset Management Inc | 1,062 | $25.9 萬 | 0.00% | −1,300−55.0% | 減碼 |
| Hilltop Holdings Inc. | 1,063 | $25.9 萬 | 0.02% | +1,063 | 新進 |
| Checchi Capital Advisers, LLC | 1,078 | $26.3 萬 | 0.02% | +140+14.9% | 加碼 |
| ASB Consultores, LLC | 1,080 | $26.3 萬 | 0.17% | +232+27.4% | 加碼 |
| AXA S.A. | 1,084 | $26.4 萬 | 0.00% | +86+8.6% | 加碼 |
| GSB Wealth Management, LLC | 1,086 | $26.4 萬 | 0.07% | +15+1.4% | 加碼 |
| Austin Private Wealth, LLC | 1,087 | $26.5 萬 | 0.02% | −2−0.2% | 減碼 |
| Sabal Trust CO | 1,112 | $27.1 萬 | 0.02% | 00.0% | 不變 |
| Park National Corp | 1,122 | $27.3 萬 | 0.01% | +22+2.0% | 加碼 |
| Centiva Capital, LP | 1,124 | $27.4 萬 | 0.02% | +1,124 | 新進 |
| SCS Capital Management LLC | 1,125 | $27.4 萬 | 0.00% | +1,125 | 新進 |
| Meridian Wealth Management, LLC | 1,126 | $27.4 萬 | 0.01% | +2+0.2% | 加碼 |
| Texas Capital Bank Wealth Management Services Inc | 1,134 | $27.6 萬 | 0.03% | +40+3.7% | 加碼 |
| Palogic Value Management, L.P. | 1,149 | $28.0 萬 | 0.12% | +83+7.8% | 加碼 |
| LifePlan Financial, LLC | 1,154 | $28.1 萬 | 0.25% | −190−14.1% | 減碼 |
| Raiffeisen Bank International AG | 1,171 | $28.1 萬 | 0.00% | −4,885−80.7% | 減碼 |
| Wealth Alliance | 1,160 | $28.3 萬 | 0.03% | +14+1.2% | 加碼 |
| Cherry Creek Investment Advisors, Inc. | 1,166 | $28.4 萬 | 0.15% | +2+0.2% | 加碼 |
| Ostrum Asset Management | 1,207 | $29.4 萬 | 0.02% | −31−2.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,208 | $29.4 萬 | 0.01% | 00.0% | 不變 |
| Wendell David Associates Inc | 1,212 | $29.5 萬 | 0.03% | 00.0% | 不變 |
| Quotient Wealth Partners, LLC | 1,221 | $29.7 萬 | 0.01% | −32−2.6% | 減碼 |
| Ontario Teachers Pension Plan Board | 1,226 | $29.9 萬 | 0.00% | +1,226 | 新進 |
| Cigna Investments Inc | 1,236 | $30.1 萬 | 0.06% | −21−1.7% | 減碼 |
| Valeo Financial Advisors, LLC | 1,237 | $30.1 萬 | 0.01% | +3+0.2% | 加碼 |
| MBB Public Markets I LLC | 1,237 | $30.1 萬 | 0.03% | +1,237 | 新進 |
| Integrated Advisors Network LLC | 1,244 | $30.3 萬 | 0.02% | −351−22.0% | 減碼 |
| Founders Financial Alliance, LLC | 1,249 | $30.4 萬 | 0.07% | +1,249 | 新進 |
| Frank, Rimerman Advisors LLC | 1,256 | $30.6 萬 | 0.02% | +92+7.9% | 加碼 |
| Profund Advisors LLC | 1,258 | $30.6 萬 | 0.01% | −57−4.3% | 減碼 |
| Petrus Trust Company, LTA | 1,258 | $30.6 萬 | 0.03% | +1,258 | 新進 |
| Gsa Capital Partners LLP | 1,270 | $30.9 萬 | 0.03% | −9,323−88.0% | 減碼 |
| Vontobel Holding Ltd. | 1,283 | $31.2 萬 | 0.00% | −116−8.3% | 減碼 |
| TrueWealth Advisors, LLC | 1,289 | $31.4 萬 | 0.10% | −100−7.2% | 減碼 |
| Nicolet Bankshares Inc | 1,290 | $31.4 萬 | 0.06% | 00.0% | 不變 |
| CWM Advisors, LLC | 1,295 | $31.5 萬 | 0.04% | +283+28.0% | 加碼 |
| Aureus Asset Management, LLC | 1,300 | $31.7 萬 | 0.02% | 00.0% | 不變 |
| Thrive Wealth Management, LLC | 1,307 | $31.8 萬 | 0.06% | +121+10.2% | 加碼 |
| Deroy & Devereaux Private Investment Counsel Inc | 1,315 | $32.0 萬 | 0.02% | −3−0.2% | 減碼 |
| Foster Victor Wealth Advisors, LLC | 1,459 | $32.1 萬 | 0.03% | 00.0% | 不變 |
| Prudential PLC | 1,326 | $32.3 萬 | 0.00% | −1,244−48.4% | 減碼 |
| Concurrent Investment Advisors, LLC | 1,328 | $32.3 萬 | 0.01% | +529+66.2% | 加碼 |
| Sequoia Financial Advisors, LLC | 1,335 | $32.5 萬 | 0.00% | −78−5.5% | 減碼 |
| BBR Partners, LLC | 1,335 | $32.5 萬 | 0.02% | 00.0% | 不變 |
| Financial Advisory Corp | 1,351 | $32.9 萬 | 0.11% | +165+13.9% | 加碼 |
| Personal Cfo Solutions, LLC | 1,366 | $33.3 萬 | 0.07% | +86+6.7% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,369 | $33.3 萬 | 0.00% | −216−13.6% | 減碼 |
| Sowell Financial Services LLC | 1,378 | $33.6 萬 | 0.02% | +1,378 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,385 | $33.7 萬 | 0.02% | +30+2.2% | 加碼 |
| Strategic Blueprint, LLC | 1,389 | $33.8 萬 | 0.02% | −1−0.1% | 減碼 |
| Axxcess Wealth Management, LLC | 1,395 | $34.0 萬 | 0.01% | +51+3.8% | 加碼 |
| Wealth Management Nebraska | 1,399 | $34.1 萬 | 0.05% | 00.0% | 不變 |
| Summit Financial, LLC | 1,418 | $34.5 萬 | 0.01% | +73+5.4% | 加碼 |
| Warren Averett Asset Management, LLC | 1,420 | $34.6 萬 | 0.00% | +132+10.2% | 加碼 |
| Tiaa Trust, National Association | 1,422 | $34.6 萬 | 0.00% | −50−3.4% | 減碼 |
| Syon Capital LLC | 1,439 | $35.0 萬 | 0.03% | −274−16.0% | 減碼 |
| Forum Financial Management, LP | 1,442 | $35.1 萬 | 0.01% | +1+0.1% | 加碼 |
| Siemens Fonds Invest GmbH | 1,444 | $35.2 萬 | 0.02% | +104+7.8% | 加碼 |
| GW&K Investment Management, LLC | 1,448 | $35.3 萬 | 0.00% | −62,035−97.7% | 減碼 |
| Oxford Financial Group Ltd | 1,462 | $35.6 萬 | 0.02% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,465 | $35.7 萬 | 0.00% | −533−26.7% | 減碼 |
| Canoe Financial LP | 1,478 | $36.0 萬 | 0.01% | +1,478 | 新進 |
| Washington Trust Co | 1,500 | $36.5 萬 | 0.01% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 1,500 | $36.5 萬 | 0.23% | 00.0% | 不變 |
| Pitcairn Co | 1,502 | $36.6 萬 | 0.02% | +28+1.9% | 加碼 |
| SNS Financial Group, LLC | 1,510 | $36.8 萬 | 0.04% | +14+0.9% | 加碼 |
| Arkadios Wealth Advisors | 1,517 | $37.0 萬 | 0.01% | +1,517 | 新進 |
| S-Bank Fund Management Ltd | 1,519 | $37.0 萬 | 0.07% | +1,519 | 新進 |
| Burt Wealth Advisors | 1,520 | $37.0 萬 | 0.09% | +417+37.8% | 加碼 |
| WSFS Capital Management, LLC | 1,523 | $37.1 萬 | 0.02% | +156+11.4% | 加碼 |
| NorthRock Partners, LLC | 1,544 | $37.6 萬 | 0.01% | −87−5.3% | 減碼 |
| RSM US Wealth Management LLC | 1,563 | $38.1 萬 | 0.01% | −634−28.9% | 減碼 |
| Venturi Wealth Management, LLC | 1,593 | $38.8 萬 | 0.02% | +165+11.6% | 加碼 |