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 |
|---|---|---|---|---|---|
| Advisor OS, LLC | 1,601 | $39.0 萬 | 0.04% | −131−7.6% | 減碼 |
| QRG Capital Management, Inc. | 1,611 | $39.2 萬 | 0.00% | +267+19.9% | 加碼 |
| Bragg Financial Advisors, Inc | 1,612 | $39.3 萬 | 0.02% | 00.0% | 不變 |
| Bridgewater Advisors Inc. | 1,522 | $39.4 萬 | 0.03% | +1,522 | 新進 |
| Gotham Asset Management, LLC | 1,642 | $40.0 萬 | 0.00% | +1,642 | 新進 |
| Ironwood Investment Counsel, LLC | 1,658 | $40.4 萬 | 0.07% | +8+0.5% | 加碼 |
| Portside Wealth Group, LLC | 1,675 | $40.8 萬 | 0.07% | +172+11.4% | 加碼 |
| Simplex Trading, LLC | 1,689 | $41.1 萬 | 0.01% | +964+133.0% | 加碼 |
| Everpar Advisors LLC | 1,688 | $41.1 萬 | 0.22% | −177−9.5% | 減碼 |
| EntryPoint Capital, LLC | 1,692 | $41.2 萬 | 0.19% | −10−0.6% | 減碼 |
| Williams Jones Wealth Management, LLC. | 1,704 | $41.5 萬 | 0.01% | 00.0% | 不變 |
| Peapack Gladstone Financial Corp | 1,724 | $42.0 萬 | 0.01% | +5+0.3% | 加碼 |
| Greenleaf Trust | 1,725 | $42.0 萬 | 0.00% | +23+1.4% | 加碼 |
| V-Square Quantitative Management LLC | 1,748 | $42.6 萬 | 0.06% | −57−3.2% | 減碼 |
| Correct Capital Wealth Management | 1,751 | $42.6 萬 | 0.08% | 00.0% | 不變 |
| Independent Advisor Alliance | 1,781 | $43.4 萬 | 0.01% | −79−4.2% | 減碼 |
| Horizon Investments, LLC | 1,786 | $43.5 萬 | 0.01% | +95+5.6% | 加碼 |
| Rappaport Reiches Capital Management, LLC | 1,793 | $43.7 萬 | 0.11% | +14+0.8% | 加碼 |
| Riverwater Partners LLC | 1,796 | $43.7 萬 | 0.22% | +287+19.0% | 加碼 |
| Ci Investments Inc. | 1,799 | $43.8 萬 | 0.00% | +153+9.3% | 加碼 |
| Sit Investment Associates Inc | 1,830 | $44.6 萬 | 0.01% | −50−2.7% | 減碼 |
| J.W. Cole Advisors, Inc. | 1,845 | $44.9 萬 | 0.01% | +923+100.1% | 加碼 |
| Washington Trust Advisors, Inc. | 1,878 | $45.7 萬 | 0.04% | 00.0% | 不變 |
| Oppenheimer Asset Management Inc. | 1,894 | $46.1 萬 | 0.01% | +1,894 | 新進 |
| Trust Co of Virginia | 1,900 | $46.3 萬 | 0.04% | 00.0% | 不變 |
| Deltec Asset Management LLC | 1,900 | $46.3 萬 | 0.10% | 00.0% | 不變 |
| HM Payson & Co | 1,901 | $46.3 萬 | 0.01% | +185+10.8% | 加碼 |
| Meiji Yasuda Asset Management Co Ltd. | 1,909 | $46.5 萬 | 0.02% | −24−1.2% | 減碼 |
| Manchester Capital Management LLC | 1,926 | $46.9 萬 | 0.06% | +14+0.7% | 加碼 |
| First Manhattan Co | 1,927 | $46.9 萬 | 0.00% | 00.0% | 不變 |
| Clearstead Advisors, LLC | 1,990 | $48.5 萬 | 0.01% | −940−32.1% | 減碼 |
| Roundview Capital LLC | 1,996 | $48.6 萬 | 0.04% | −6−0.3% | 減碼 |
| HighPoint Advisor Group LLC | 1,907 | $49.3 萬 | 0.03% | −35−1.8% | 減碼 |
| Coldstream Capital Management Inc | 2,051 | $50.0 萬 | 0.01% | +330+19.2% | 加碼 |
| Heritage Family Offices, LLP | 2,069 | $50.4 萬 | 0.26% | +407+24.5% | 加碼 |
| Malaga Cove Capital, LLC | 2,076 | $50.6 萬 | 0.22% | +1,210+139.7% | 加碼 |
| NWF Advisory Services Inc. | 2,087 | $50.8 萬 | 0.07% | 00.0% | 不變 |
| Janney Capital Management LLC | 2,100 | $51.1 萬 | 0.04% | 00.0% | 不變 |
| EverSource Wealth Advisors, LLC | 2,128 | $51.8 萬 | 0.03% | −387−15.4% | 減碼 |
| Jane Street Group, LLC | 2,158 | $52.6 萬 | 0.00% | −157−6.8% | 減碼 |
| Trust Co of Vermont | 2,169 | $52.8 萬 | 0.03% | −10.0% | 減碼 |
| MUFG Securities Americas Inc. | 2,195 | $53.5 萬 | 0.06% | +365+19.9% | 加碼 |
| Davenport & Co LLC | 2,212 | $53.9 萬 | 0.00% | +237+12.0% | 加碼 |
| Congress Wealth Management LLC | 2,238 | $54.5 萬 | 0.01% | +238+11.9% | 加碼 |
| Sound View Wealth Advisors Group, LLC | 2,257 | $55.0 萬 | 0.05% | −3,898−63.3% | 減碼 |
| Essex Financial Services, Inc. | 2,280 | $55.5 萬 | 0.04% | −8−0.3% | 減碼 |
| Brown Brothers Harriman & Co | 2,298 | $56.0 萬 | 0.00% | +22+1.0% | 加碼 |
| Wedmont Private Capital | 2,557 | $56.3 萬 | 0.03% | +10.0% | 加碼 |
| CIBC Private Wealth Group, LLC | 2,792 | $57.4 萬 | 0.00% | −2,830−50.3% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,417 | $58.9 萬 | 0.00% | 00.0% | 不變 |
| Ballentine Partners, LLC | 2,442 | $59.5 萬 | 0.01% | +1,050+75.4% | 加碼 |
| Vestcor Inc | 2,467 | $60.1 萬 | 0.02% | +5+0.2% | 加碼 |
| Larson Financial Group LLC | 2,485 | $60.5 萬 | 0.03% | +1,681+209.1% | 加碼 |
| Bowen Hanes & Co Inc | 2,486 | $60.5 萬 | 0.02% | 00.0% | 不變 |
| Doheny Asset Management | 2,500 | $60.9 萬 | 0.48% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,504 | $61.0 萬 | 0.04% | +23+0.9% | 加碼 |
| Strategy Asset Managers LLC | 2,509 | $61.1 萬 | 0.13% | −296−10.6% | 減碼 |
| Empowered Funds, LLC | 2,523 | $61.5 萬 | 0.01% | +321+14.6% | 加碼 |
| Apollon Wealth Management, LLC | 2,532 | $61.7 萬 | 0.01% | −263−9.4% | 減碼 |
| Regions Financial Corp | 2,539 | $61.8 萬 | 0.00% | −18−0.7% | 減碼 |
| MAI Capital Management | 2,554 | $62.2 萬 | 0.00% | +6+0.2% | 加碼 |
| Huntington National Bank | 2,566 | $62.5 萬 | 0.00% | +68+2.7% | 加碼 |
| Allworth Financial LP | 2,446 | $62.9 萬 | 0.00% | −361−12.9% | 減碼 |
| Athena Investment Management | 2,590 | $63.1 萬 | 0.38% | 00.0% | 不變 |
| Beacon Pointe Advisors, LLC | 2,591 | $63.1 萬 | 0.01% | −52−2.0% | 減碼 |
| Ossiam | 2,615 | $63.7 萬 | 0.01% | −290−10.0% | 減碼 |
| PFC Capital Group, Inc. | 2,651 | $64.5 萬 | 0.33% | −199−7.0% | 減碼 |
| Chesley Taft & Associates LLC | 2,662 | $64.8 萬 | 0.03% | +1,217+84.2% | 加碼 |
| ASR Vermogensbeheer N.V. | 2,664 | $64.9 萬 | 0.01% | +2,664 | 新進 |
| Highland Capital Management, LLC | 2,666 | $64.9 萬 | 0.04% | 00.0% | 不變 |
| Banco Bilbao Vizcaya Argentaria, S.A. | 2,666 | $64.9 萬 | 0.01% | +115+4.5% | 加碼 |
| AE Wealth Management LLC | 2,697 | $65.7 萬 | 0.01% | −223−7.6% | 減碼 |
| Moore Capital Management, LP | 2,714 | $66.1 萬 | 0.02% | −699−20.5% | 減碼 |
| Advisors Capital Management, LLC | 2,719 | $66.2 萬 | 0.01% | +23+0.9% | 加碼 |
| Sagespring Wealth Partners, LLC | 2,724 | $66.3 萬 | 0.02% | +360+15.2% | 加碼 |
| Main Street Financial Solutions, LLC | 2,752 | $67.0 萬 | 0.06% | +2,752 | 新進 |
| Carnegie Capital Asset Management, LLC | 2,753 | $67.1 萬 | 0.02% | +2,753 | 新進 |
| Financial Counselors Inc | 2,762 | $67.3 萬 | 0.01% | −12−0.4% | 減碼 |
| Impact Capital Partners LLC | 2,801 | $68.2 萬 | 0.25% | +71+2.6% | 加碼 |
| Quadrant Capital Group LLC | 2,828 | $68.9 萬 | 0.03% | +1,120+65.6% | 加碼 |
| Atomi Financial Group, Inc. | 2,848 | $69.4 萬 | 0.03% | +311+12.3% | 加碼 |
| GAMMA Investing LLC | 2,858 | $69.6 萬 | 0.05% | +7+0.2% | 加碼 |
| Spinnaker Trust | 2,860 | $69.7 萬 | 0.05% | 00.0% | 不變 |
| American National Bank | 2,900 | $70.6 萬 | 0.08% | 00.0% | 不變 |
| Aberdeen Wealth Management LLC | 2,900 | $70.6 萬 | 0.49% | 00.0% | 不變 |
| Neo Ivy Capital Management | 2,940 | $71.6 萬 | 0.23% | +2,940 | 新進 |
| United Services Automobile Association | 2,990 | $71.9 萬 | 0.02% | +2,990 | 新進 |
| Gibbs Wealth Management | 3,023 | $73.6 萬 | 0.18% | +656+27.7% | 加碼 |
| New England Capital Financial Advisors LLC | 3,034 | $73.9 萬 | 0.38% | 00.0% | 不變 |
| Keybank National Association | 3,073 | $74.8 萬 | 0.00% | +66+2.2% | 加碼 |
| Everence Capital Management Inc | 3,080 | $75.0 萬 | 0.05% | +220+7.7% | 加碼 |
| Ninety One North America, Inc. | 3,083 | $75.1 萬 | 0.05% | −492−13.8% | 減碼 |
| Jones Financial Companies LLLP | 3,155 | $75.9 萬 | 0.00% | +129+4.3% | 加碼 |
| Mitchell & Pahl Private Wealth, LLC | 3,131 | $76.3 萬 | 0.36% | +19+0.6% | 加碼 |
| iA Global Asset Management Inc. | 3,147 | $76.6 萬 | 0.01% | 00.0% | 不變 |
| Bamco Inc | 3,200 | $77.9 萬 | 0.00% | +200+6.7% | 加碼 |
| Triangle Securities Wealth Management | 3,209 | $78.2 萬 | 0.20% | +6+0.2% | 加碼 |
| Fifth Third Bancorp | 3,240 | $78.9 萬 | 0.00% | +124+4.0% | 加碼 |
| Community Bank, N.A. | 3,250 | $79.2 萬 | 0.11% | −300−8.5% | 減碼 |
| CWM, LLC | 3,283 | $80.0 萬 | 0.00% | +103+3.2% | 加碼 |