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 3 季 13F 持有人
Equifax Inc 在 2025/9/30 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
- 857
- 較 2025 年第 2 季 +3 家
- 持有股數
- 1.21 億
- 較 2025 年第 2 季 +293.5 萬 (+2.5%)
- 總市值
- $309.7 億
- 較 2025 年第 2 季 +$4.08 億 (+1.3%)
- 新進機構
- 87
- 另有 326 家加碼
- 清倉機構
- 84
- 另有 265 家減碼
另有 8 家機構在 2025 年第 2 季持有、還沒有申報 2025 年第 3 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 3 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 2025 年第 2 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| D.A. Davidson & Co. | 1,391 | $35.7 萬 | 0.00% | −555−28.5% | 減碼 |
| Strategic Blueprint, LLC | 1,393 | $35.7 萬 | 0.02% | +1+0.1% | 加碼 |
| Wealth Management Nebraska | 1,399 | $35.9 萬 | 0.04% | 00.0% | 不變 |
| MJP Associates Inc | 1,413 | $36.2 萬 | 0.05% | +1,413 | 新進 |
| Personal Cfo Solutions, LLC | 1,428 | $36.6 萬 | 0.06% | +40+2.9% | 加碼 |
| Williams Jones Wealth Management, LLC. | 1,429 | $36.7 萬 | 0.00% | +21+1.5% | 加碼 |
| Johnson Investment Counsel Inc | 1,451 | $37.2 萬 | 0.00% | 00.0% | 不變 |
| GWM Advisors LLC | 1,466 | $37.6 萬 | 0.00% | +136+10.2% | 加碼 |
| Tower Research Capital LLC (TRC) | 1,485 | $38.1 萬 | 0.01% | +13+0.9% | 加碼 |
| Washington Trust Co | 1,500 | $38.5 萬 | 0.01% | 00.0% | 不變 |
| Virginia Wealth Management Group, Inc. | 1,500 | $38.5 萬 | 0.22% | 00.0% | 不變 |
| Sowell Financial Services LLC | 1,506 | $38.6 萬 | 0.01% | +73+5.1% | 加碼 |
| Concurrent Investment Advisors, LLC | 1,506 | $38.6 萬 | 0.01% | +105+7.5% | 加碼 |
| SNS Financial Group, LLC | 1,518 | $38.9 萬 | 0.03% | +5+0.3% | 加碼 |
| Burt Wealth Advisors | 1,520 | $39.0 萬 | 0.10% | 00.0% | 不變 |
| WSFS Capital Management, LLC | 1,523 | $39.1 萬 | 0.02% | 00.0% | 不變 |
| Coldstream Capital Management Inc | 1,533 | $39.3 萬 | 0.01% | +115+8.1% | 加碼 |
| Warren Averett Asset Management, LLC | 1,558 | $40.0 萬 | 0.00% | +174+12.6% | 加碼 |
| SCS Capital Management LLC | 1,559 | $40.0 萬 | 0.00% | +308+24.6% | 加碼 |
| RSM US Wealth Management LLC | 1,565 | $40.2 萬 | 0.01% | −61−3.8% | 減碼 |
| EverSource Wealth Advisors, LLC | 1,582 | $40.6 萬 | 0.02% | −148−8.6% | 減碼 |
| Everpar Advisors LLC | 1,608 | $41.3 萬 | 0.16% | −79−4.7% | 減碼 |
| Bragg Financial Advisors, Inc | 1,612 | $41.4 萬 | 0.01% | −6−0.4% | 減碼 |
| Hancock Whitney Corp | 1,629 | $41.8 萬 | 0.01% | −2−0.1% | 減碼 |
| Forum Financial Management, LP | 1,629 | $41.8 萬 | 0.01% | +297+22.3% | 加碼 |
| Beacon Pointe Advisors, LLC | 1,631 | $41.8 萬 | 0.00% | −918−36.0% | 減碼 |
| Principal Securities, Inc. | 1,643 | $42.1 萬 | 0.01% | +655+66.3% | 加碼 |
| Ironwood Investment Counsel, LLC | 1,658 | $42.5 萬 | 0.06% | 00.0% | 不變 |
| Bryce Point Capital, LLC | 1,673 | $42.9 萬 | 0.52% | −1,727−50.8% | 減碼 |
| Portside Wealth Group, LLC | 1,673 | $42.9 萬 | 0.06% | +7+0.4% | 加碼 |
| Pensionmark Financial Group, LLC | 1,693 | $43.4 萬 | 0.01% | +582+52.4% | 加碼 |
| Norden Group LLC | 1,695 | $43.5 萬 | 0.04% | +687+68.2% | 加碼 |
| Siemens Fonds Invest GmbH | 1,733 | $44.5 萬 | 0.02% | −44−2.5% | 減碼 |
| Merit Financial Group, LLC | 1,740 | $44.6 萬 | 0.00% | +319+22.4% | 加碼 |
| Ci Investments Inc. | 1,745 | $44.8 萬 | 0.00% | −56−3.1% | 減碼 |
| Correct Capital Wealth Management | 1,751 | $44.9 萬 | 0.08% | 00.0% | 不變 |
| Guggenheim Capital LLC | 1,756 | $45.0 萬 | 0.00% | +187+11.9% | 加碼 |
| Steward Partners Investment Advisory, LLC | 1,762 | $45.2 萬 | 0.00% | +382+27.7% | 加碼 |
| Bearing Point Capital, LLC | 1,802 | $46.2 萬 | 0.08% | +55+3.1% | 加碼 |
| Independent Advisor Alliance | 1,827 | $46.9 萬 | 0.01% | −122−6.3% | 減碼 |
| Sit Investment Associates Inc | 1,830 | $46.9 萬 | 0.01% | 00.0% | 不變 |
| Voleon Capital Management LP | 1,833 | $47.0 萬 | 0.01% | +872+90.7% | 加碼 |
| Canada Post Corp Registered Pension Plan | 1,845 | $47.2 萬 | 0.02% | 00.0% | 不變 |
| Washington Trust Advisors, Inc. | 1,878 | $48.2 萬 | 0.04% | 00.0% | 不變 |
| Tema ETFs LLC | 1,879 | $48.2 萬 | 0.04% | +1,879 | 新進 |
| RFG Advisory, LLC | 1,897 | $48.7 萬 | 0.01% | +1,897 | 新進 |
| Trust Co of Virginia | 1,900 | $48.7 萬 | 0.04% | 00.0% | 不變 |
| Everence Capital Management Inc | 1,908 | $48.9 萬 | 0.03% | +648+51.4% | 加碼 |
| Horizon Investments, LLC | 1,918 | $49.2 萬 | 0.01% | −20−1.0% | 減碼 |
| Greenleaf Trust | 1,920 | $49.3 萬 | 0.00% | +186+10.7% | 加碼 |
| First Manhattan Co | 1,927 | $49.4 萬 | 0.00% | 00.0% | 不變 |
| Manchester Capital Management LLC | 1,935 | $49.6 萬 | 0.07% | +10+0.5% | 加碼 |
| Roundview Capital LLC | 1,954 | $50.1 萬 | 0.03% | −40−2.0% | 減碼 |
| Ninety One North America, Inc. | 1,958 | $50.2 萬 | 0.02% | −652−25.0% | 減碼 |
| Davenport & Co LLC | 1,959 | $50.3 萬 | 0.00% | +104+5.6% | 加碼 |
| HighPoint Advisor Group LLC | 1,971 | $50.6 萬 | 0.02% | +53+2.8% | 加碼 |
| Catalytic Wealth RIA, LLC | 1,975 | $50.7 萬 | 0.02% | +1,975 | 新進 |
| Parkside Financial Bank & Trust | 1,980 | $50.8 萬 | 0.04% | +1,754+776.1% | 加碼 |
| Jane Street Group, LLC | 1,998 | $51.3 萬 | 0.00% | −26,410−93.0% | 減碼 |
| SRS Capital Advisors, Inc. | 2,001 | $51.3 萬 | 0.01% | +1,823+1,024.2% | 加碼 |
| Inceptionr LLC | 2,009 | $51.5 萬 | 0.12% | −3,460−63.3% | 減碼 |
| HM Payson & Co | 2,022 | $51.9 萬 | 0.01% | 00.0% | 不變 |
| NorthRock Partners, LLC | 2,023 | $51.9 萬 | 0.01% | +472+30.4% | 加碼 |
| Clearstead Advisors, LLC | 2,071 | $53.1 萬 | 0.01% | −107−4.9% | 減碼 |
| Ieq Capital, LLC | 2,080 | $53.3 萬 | 0.00% | +925+80.1% | 加碼 |
| NWF Advisory Services Inc. | 2,087 | $53.5 萬 | 0.06% | 00.0% | 不變 |
| Riverwater Partners LLC | 2,089 | $53.6 萬 | 0.22% | +221+11.8% | 加碼 |
| Janney Capital Management LLC | 2,100 | $53.9 萬 | 0.03% | 00.0% | 不變 |
| Callan Family Office, LLC | 2,113 | $54.2 萬 | 0.02% | −417−16.5% | 減碼 |
| Heritage Family Offices, LLP | 2,126 | $54.5 萬 | 0.25% | +57+2.8% | 加碼 |
| Meeder Advisory Services, Inc. | 2,127 | $54.6 萬 | 0.03% | −1,013−32.3% | 減碼 |
| Hilltop Holdings Inc. | 2,137 | $54.8 萬 | 0.03% | +483+29.2% | 加碼 |
| Trust Co of Vermont | 2,169 | $55.6 萬 | 0.02% | 00.0% | 不變 |
| Applied Finance Capital Management, LLC | 2,212 | $56.7 萬 | 0.04% | −363−14.1% | 減碼 |
| Peapack Gladstone Financial Corp | 2,224 | $57.0 萬 | 0.01% | +500+29.0% | 加碼 |
| Ballentine Partners, LLC | 2,247 | $57.6 萬 | 0.01% | −60−2.6% | 減碼 |
| FORA Capital, LLC | 2,264 | $58.1 萬 | 0.10% | −590−20.7% | 減碼 |
| Essex Financial Services, Inc. | 2,287 | $58.7 萬 | 0.04% | +18+0.8% | 加碼 |
| Ossiam | 2,326 | $59.7 萬 | 0.01% | −121−4.9% | 減碼 |
| Syon Capital LLC | 2,368 | $60.7 萬 | 0.03% | +662+38.8% | 加碼 |
| MUFG Securities EMEA plc | 2,370 | $60.8 萬 | 0.02% | +2,005+549.3% | 加碼 |
| J.W. Cole Advisors, Inc. | 2,381 | $61.1 萬 | 0.01% | −60−2.5% | 減碼 |
| Vontobel Holding Ltd. | 2,387 | $61.2 萬 | 0.00% | −24−1.0% | 減碼 |
| Silvercrest Asset Management Group LLC | 2,425 | $62.2 萬 | 0.00% | 00.0% | 不變 |
| Integrated Wealth Concepts LLC | 2,434 | $62.4 萬 | 0.01% | −1,698−41.1% | 減碼 |
| Vise Technologies, Inc. | 2,441 | $62.6 萬 | 0.02% | −217−8.2% | 減碼 |
| Vestcor Inc | 2,452 | $62.9 萬 | 0.02% | 00.0% | 不變 |
| Cyndeo Wealth Partners, LLC | 2,455 | $63.0 萬 | 0.04% | −30−1.2% | 減碼 |
| Quadrant Capital Group LLC | 2,462 | $63.2 萬 | 0.02% | −226−8.4% | 減碼 |
| Midwest Trust Co | 2,470 | $63.4 萬 | 0.01% | +3+0.1% | 加碼 |
| Bowen Hanes & Co Inc | 2,486 | $63.8 萬 | 0.02% | 00.0% | 不變 |
| Doheny Asset Management | 2,500 | $64.1 萬 | 0.41% | 00.0% | 不變 |
| Atlantic Union Bankshares Corp | 2,501 | $64.2 萬 | 0.01% | +2,472+8,524.1% | 加碼 |
| Strategy Asset Managers LLC | 2,518 | $64.6 萬 | 0.12% | +5+0.2% | 加碼 |
| Athena Investment Management | 2,548 | $65.4 萬 | 0.34% | −34−1.3% | 減碼 |
| Prudential PLC | 2,574 | $66.0 萬 | 0.00% | 00.0% | 不變 |
| Donaldson Capital Management, LLC | 2,585 | $66.3 萬 | 0.02% | 00.0% | 不變 |
| Gotham Asset Management, LLC | 2,605 | $66.8 萬 | 0.00% | −4,918−65.4% | 減碼 |
| PFC Capital Group, Inc. | 2,617 | $67.1 萬 | 0.28% | −34−1.3% | 減碼 |
| Atomi Financial Group, Inc. | 2,619 | $67.2 萬 | 0.02% | −180−6.4% | 減碼 |