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 |
|---|---|---|---|---|---|
| Intech Investment Management LLC | 3,338 | $81.3 萬 | 0.01% | −2,335−41.2% | 減碼 |
| Capital Investment Advisors, LLC | 3,371 | $82.1 萬 | 0.02% | +20+0.6% | 加碼 |
| Wesbanco Bank Inc | 3,416 | $83.2 萬 | 0.03% | 00.0% | 不變 |
| LVW Advisors, LLC | 3,417 | $83.2 萬 | 0.10% | −147−4.1% | 減碼 |
| Meeder Advisory Services, Inc. | 3,463 | $84.4 萬 | 0.05% | −354−9.3% | 減碼 |
| Assenagon Asset Management S.A. | 3,469 | $84.5 萬 | 0.00% | −152,488−97.8% | 減碼 |
| Fiduciary Group LLC | 3,496 | $85.1 萬 | 0.09% | 00.0% | 不變 |
| Bryce Point Capital, LLC | 3,465 | $85.3 萬 | 0.64% | −2,464−41.6% | 減碼 |
| Kentucky Retirement Systems Insurance Trust Fund | 3,572 | $87.0 萬 | 0.06% | −737−17.1% | 減碼 |
| Guyasuta Investment Advisors Inc | 3,600 | $87.7 萬 | 0.06% | 00.0% | 不變 |
| Norman Fields, Gottscho Capital Management, LLC | 3,600 | $87.7 萬 | 0.30% | 00.0% | 不變 |
| Lido Advisors, LLC | 3,628 | $88.4 萬 | 0.01% | −738−16.9% | 減碼 |
| Brighton Jones LLC | 3,665 | $89.3 萬 | 0.03% | +27+0.7% | 加碼 |
| Natixis | 3,760 | $90.7 萬 | 0.01% | +3,760 | 新進 |
| Northern Oak Wealth Management Inc | 3,793 | $92.4 萬 | 0.12% | +438+13.1% | 加碼 |
| Tower Research Capital LLC (TRC) | 3,865 | $93.1 萬 | 0.03% | −5,359−58.1% | 減碼 |
| Northwestern Mutual Wealth Management Co | 3,834 | $93.4 萬 | 0.00% | +898+30.6% | 加碼 |
| Crossmark Global Holdings, Inc. | 3,864 | $94.1 萬 | 0.02% | −348−8.3% | 減碼 |
| Dai-Ichi Life Insurance Company, Ltd | 3,886 | $94.6 萬 | 0.03% | 00.0% | 不變 |
| Nomura Holdings Inc | 3,911 | $95.3 萬 | 0.01% | −172−4.2% | 減碼 |
| Novak & Powell Financial Services, Inc. | 3,933 | $95.8 萬 | 0.60% | +6+0.2% | 加碼 |
| Northwestern Mutual Investment Management Company, LLC | 3,944 | $96.1 萬 | 0.02% | +9+0.2% | 加碼 |
| Nwam LLC | 4,046 | $98.5 萬 | 0.08% | +20.0% | 加碼 |
| Integrated Wealth Concepts LLC | 4,071 | $99.2 萬 | 0.01% | +12+0.3% | 加碼 |
| Donaldson Capital Management, LLC | 4,214 | $102.6 萬 | 0.04% | 00.0% | 不變 |
| BI Asset Management Fondsmaeglerselskab A/S | 4,225 | $102.9 萬 | 0.01% | −84−1.9% | 減碼 |
| Verition Fund Management LLC | 4,231 | $103.1 萬 | 0.01% | −808−16.0% | 減碼 |
| Cullinan Associates Inc | 4,250 | $103.5 萬 | 0.07% | 00.0% | 不變 |
| Shell Asset Management Co | 4,262 | $103.8 萬 | 0.05% | −46−1.1% | 減碼 |
| Tokio Marine Asset Management Co Ltd | 4,267 | $103.9 萬 | 0.04% | 00.0% | 不變 |
| Monticello Wealth Management, LLC | 4,273 | $104.1 萬 | 0.09% | 00.0% | 不變 |
| Empirical Finance, LLC | 4,277 | $104.2 萬 | 0.06% | +114+2.7% | 加碼 |
| United Capital Financial Advisers, LLC | 4,408 | $107.4 萬 | 0.01% | +207+4.9% | 加碼 |
| Omers Administration Corp | 4,417 | $107.6 萬 | 0.01% | −724−14.1% | 減碼 |
| Power Wealth Management LLC | 4,469 | $108.8 萬 | 0.44% | −128−2.8% | 減碼 |
| Mercer Global Advisors Inc | 4,569 | $111.3 萬 | 0.00% | −598−11.6% | 減碼 |
| Colony Group, LLC | 4,685 | $114.1 萬 | 0.00% | −72−1.5% | 減碼 |
| Dynasty Wealth Management, LLC | 4,742 | $115.5 萬 | 0.02% | +119+2.6% | 加碼 |
| Cresset Asset Management, LLC | 4,769 | $116.2 萬 | 0.01% | −2,330−32.8% | 減碼 |
| D.A. Davidson & Co. | 4,794 | $116.8 萬 | 0.01% | +780+19.4% | 加碼 |
| Capital Group Investment Management Pte. Ltd. | 4,840 | $117.9 萬 | 0.24% | +136+2.9% | 加碼 |
| Accretive Wealth Partners, LLC | 4,516 | $118.4 萬 | 0.42% | +437+10.7% | 加碼 |
| CX Institutional | 4,962 | $120.9 萬 | 0.05% | +178+3.7% | 加碼 |
| First Financial Bank - Trust Division | 5,008 | $122.0 萬 | 0.12% | 00.0% | 不變 |
| Synovus Financial Corp | 5,017 | $122.2 萬 | 0.02% | +6+0.1% | 加碼 |
| Avantax Advisory Services, Inc. | 5,083 | $123.8 萬 | 0.01% | +584+13.0% | 加碼 |
| Brinker Capital Investments, LLC | 5,139 | $125.2 萬 | 0.01% | +142+2.8% | 加碼 |
| Orion Portfolio Solutions, LLC | 5,139 | $125.2 萬 | 0.01% | +142+2.8% | 加碼 |
| Wellington Shields Capital Management, LLC | 5,213 | $127.0 萬 | 0.23% | −225−4.1% | 減碼 |
| SG Americas Securities, LLC | 5,229 | $127.4 萬 | 0.00% | +1,602+44.2% | 加碼 |
| Univest Financial Corp | 5,250 | $127.9 萬 | 0.08% | 00.0% | 不變 |
| Allstate Corp | 5,386 | $131.2 萬 | 0.04% | +1,710+46.5% | 加碼 |
| Droms Strauss Advisors Inc | 5,439 | $132.5 萬 | 0.45% | −189−3.4% | 減碼 |
| Jefferies Financial Group Inc. | 5,459 | $133.0 萬 | 0.02% | +5,459 | 新進 |
| Sterling Capital Management LLC | 5,541 | $135.0 萬 | 0.02% | −677−10.9% | 減碼 |
| E. Ohman J:or Asset Management AB | 5,550 | $135.2 萬 | 0.04% | 00.0% | 不變 |
| Ethic Inc. | 5,618 | $137.0 萬 | 0.03% | +497+9.7% | 加碼 |
| Kestra Advisory Services, LLC | 5,668 | $138.0 萬 | 0.01% | −288−4.8% | 減碼 |
| Maryland State Retirement & Pension System | 5,742 | $139.9 萬 | 0.03% | −817−12.5% | 減碼 |
| AG2R la Mondiale Gestion D'Actifs | 5,296 | $139.9 萬 | 0.08% | +5,296 | 新進 |
| B&L Asset Management LLC | 5,800 | $141.3 萬 | 0.93% | 00.0% | 不變 |
| New Mexico Educational Retirement Board | 5,805 | $141.4 萬 | 0.05% | −100−1.7% | 減碼 |
| Long Road Investment Counsel, LLC | 5,885 | $143.3 萬 | 0.56% | +69+1.2% | 加碼 |
| Premier Path Wealth Partners, LLC | 5,994 | $146.0 萬 | 0.23% | +278+4.9% | 加碼 |
| Ycg, LLC | 6,000 | $146.1 萬 | 0.11% | 00.0% | 不變 |
| Fiduciary Trust Co | 6,014 | $146.5 萬 | 0.02% | +69+1.2% | 加碼 |
| 1832 Asset Management L.P. | 6,104 | $148.7 萬 | 0.00% | +80+1.3% | 加碼 |
| Allspring Global Investments Holdings, LLC | 6,134 | $149.6 萬 | 0.00% | +29+0.5% | 加碼 |
| Builder Investment Group Inc | 6,153 | $149.9 萬 | 0.43% | 00.0% | 不變 |
| Thrivent Financial for Lutherans | 6,041 | $150.4 萬 | 0.00% | +10.0% | 加碼 |
| Ashford Capital Management Inc | 6,239 | $152.0 萬 | 0.20% | +149+2.4% | 加碼 |
| Allianz SE | 6,249 | $152.2 萬 | 0.04% | 00.0% | 不變 |
| Envestnet Portfolio Solutions, Inc. | 6,331 | $154.2 萬 | 0.01% | −4,852−43.4% | 減碼 |
| Westpac Banking Corp | 6,356 | $154.8 萬 | 0.11% | +5,565+703.5% | 加碼 |
| Wellington Shields & Co., LLC | 6,529 | $159.0 萬 | 0.50% | 00.0% | 不變 |
| Ieq Capital, LLC | 6,537 | $159.2 萬 | 0.01% | −5,161−44.1% | 減碼 |
| Securian Asset Management, Inc | 6,580 | $160.3 萬 | 0.05% | 00.0% | 不變 |
| Metis Global Partners, LLC | 6,593 | $160.6 萬 | 0.05% | +958+17.0% | 加碼 |
| Pacer Advisors, Inc. | 6,610 | $161.0 萬 | 0.00% | −3,728−36.1% | 減碼 |
| First Trust Advisors LP | 6,666 | $162.3 萬 | 0.00% | −83,805−92.6% | 減碼 |
| Louisiana State Employees Retirement System | 6,700 | $163.2 萬 | 0.03% | 00.0% | 不變 |
| Norinchukin Bank, The | 6,834 | $166.4 萬 | 0.03% | +958+16.3% | 加碼 |
| Empire Life Investments Inc. | 6,889 | $167.8 萬 | 0.11% | +6,889 | 新進 |
| NEOS Investment Management LLC | 6,960 | $169.5 萬 | 0.03% | −1,101−13.7% | 減碼 |
| Linscomb & Williams, Inc. | 7,041 | $171.5 萬 | 0.09% | +1,165+19.8% | 加碼 |
| Gulf International Bank (UK) Ltd | 7,067 | $172.1 萬 | 0.06% | −2,530−26.4% | 減碼 |
| Erste Asset Management GmbH | 7,171 | $172.3 萬 | 0.02% | +359+5.3% | 加碼 |
| Vident Advisory, LLC | 7,128 | $173.6 萬 | 0.03% | +2,348+49.1% | 加碼 |
| Sanibel Captiva Trust Company, Inc. | 7,132 | $173.7 萬 | 0.06% | 00.0% | 不變 |
| Brasada Capital Management, LP | 8,512 | $174.9 萬 | 0.35% | −133−1.5% | 減碼 |
| Toroso Investments, LLC | 7,204 | $175.5 萬 | 0.01% | +274+4.0% | 加碼 |
| Avanza Fonder AB | 7,197 | $178.2 萬 | 0.06% | −860−10.7% | 減碼 |
| Dynamic Technology Lab Private Ltd | 7,320 | $178.3 萬 | 0.26% | +7,320 | 新進 |
| Wealthfront Advisers LLC | 7,321 | $178.3 萬 | 0.00% | +1,464+25.0% | 加碼 |
| Penobscot Investment Management Company, Inc. | 7,350 | $179.0 萬 | 0.17% | 00.0% | 不變 |
| Hartford Investment Management Co | 7,587 | $184.8 萬 | 0.06% | −79−1.0% | 減碼 |
| Advisor Group Holdings, Inc. | 7,597 | $185.1 萬 | 0.00% | −8,394−52.5% | 減碼 |
| Assetmark, Inc | 7,886 | $192.1 萬 | 0.01% | +557+7.6% | 加碼 |
| Schroder Investment Management Group | 8,006 | $192.4 萬 | 0.00% | +1,346+20.2% | 加碼 |
| CIBC World Markets Inc. | 7,918 | $192.9 萬 | 0.00% | −2,696−25.4% | 減碼 |