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。
2026 年第 1 季 13F 持有人
Equifax Inc 在 2026/3/31 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
- 876
- 較 2025 年第 4 季 −5 家
- 持有股數
- 1.20 億
- 較 2025 年第 4 季 +1,984 萬 (+19.8%)
- 總市值
- $216.5 億
- 較 2025 年第 4 季 −$1.61 億 (−0.7%)
- 新進機構
- 138
- 另有 327 家加碼
- 清倉機構
- 143
- 另有 280 家減碼
另有 15 家機構在 2025 年第 4 季持有、還沒有申報 2026 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 | 760 | $292.8 億 |
| 2024 年第 1 季 | 769 | $316.0 億 |
| 2023 年第 4 季 | 729 | $294.9 億 |
| 2023 年第 3 季 | 670 | $217.4 億 |
| 2023 年第 2 季 | 686 | $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 | 626 | $199.1 億 |
| 2022 年第 2 季 | 634 | $206.3 億 |
| 2022 年第 1 季 | 698 | $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 |
2026 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 2025 年第 4 季比。
| 機構 | 股數 | 市值 | 佔組合 % | 股數變化 | 動作 |
|---|---|---|---|---|---|
| Founders Financial Alliance, LLC | 1,438 | $25.9 萬 | 0.05% | 00.0% | 不變 |
| Advisors Asset Management, Inc. | 1,428 | $25.7 萬 | 0.00% | +1,428 | 新進 |
| Baker Avenue Asset Management, LP | 1,423 | $25.6 萬 | 0.01% | +12+0.9% | 加碼 |
| Gateway Investment Advisers LLC | 1,423 | $25.6 萬 | 0.00% | +1,423 | 新進 |
| NorthRock Partners, LLC | 1,422 | $25.6 萬 | 0.00% | +1,422 | 新進 |
| Ballentine Partners, LLC | 1,420 | $25.6 萬 | 0.00% | −711−33.4% | 減碼 |
| Journey Strategic Wealth LLC | 1,416 | $25.5 萬 | 0.01% | +1,416 | 新進 |
| Daymark Wealth Partners, LLC | 1,403 | $25.3 萬 | 0.01% | +1,403 | 新進 |
| Wealth Management Nebraska | 1,399 | $25.2 萬 | 0.03% | 00.0% | 不變 |
| Kestra Private Wealth Services, LLC | 1,387 | $25.0 萬 | 0.00% | −47−3.3% | 減碼 |
| Wick Capital Partners, LLC | 1,367 | $24.6 萬 | 0.05% | +1,367 | 新進 |
| Mather Group, LLC. | 1,350 | $24.3 萬 | 0.00% | +1,350 | 新進 |
| Transcend Wealth Collective, LLC | 1,346 | $24.2 萬 | 0.02% | +1,346 | 新進 |
| BBR Partners, LLC | 1,333 | $24.0 萬 | 0.01% | 00.0% | 不變 |
| D.A. Davidson & Co. | 1,329 | $23.9 萬 | 0.00% | −46−3.3% | 減碼 |
| Wealth Alliance | 1,326 | $23.9 萬 | 0.02% | +220+19.9% | 加碼 |
| Simplicity Wealth,LLC | 1,323 | $23.8 萬 | 0.01% | +1,323 | 新進 |
| Genesis Private Wealth, LLC | 1,313 | $23.6 萬 | 0.07% | +1,313 | 新進 |
| Vista Capital Partners, Inc. | 1,308 | $23.6 萬 | 0.02% | +15+1.2% | 加碼 |
| TrueWealth Advisors, LLC | 1,289 | $23.2 萬 | 0.06% | 00.0% | 不變 |
| Aureus Asset Management, LLC | 1,267 | $22.8 萬 | 0.02% | −33−2.5% | 減碼 |
| Nicolet Bankshares Inc | 1,263 | $22.7 萬 | 0.01% | +3+0.2% | 加碼 |
| Verity Asset Management, Inc. | 1,263 | $22.7 萬 | 0.10% | +307+32.1% | 加碼 |
| Joel Isaacson & Co., LLC | 1,257 | $22.6 萬 | 0.01% | 00.0% | 不變 |
| AlphaCore Capital LLC | 1,254 | $22.6 萬 | 0.01% | +1,254 | 新進 |
| Guggenheim Capital LLC | 1,236 | $22.3 萬 | 0.00% | −353−22.2% | 減碼 |
| Bridgewater Advisors Inc. | 1,388 | $22.2 萬 | 0.01% | −78−5.3% | 減碼 |
| Tiaa-Cref Individual & Institutional Services, LLC | 1,232 | $22.2 萬 | 0.00% | +1,232 | 新進 |
| Breakwater Capital Group | 1,230 | $22.1 萬 | 0.03% | +1,230 | 新進 |
| Goldstein Advisors, LLC | 1,225 | $22.1 萬 | 0.02% | +183+17.6% | 加碼 |
| Resources Investment Advisors, LLC. | 1,219 | $22.0 萬 | 0.00% | −79−6.1% | 減碼 |
| Johnson Investment Counsel Inc | 1,201 | $21.6 萬 | 0.00% | 00.0% | 不變 |
| Abundance Wealth Counselors | 1,199 | $21.6 萬 | 0.03% | +1,199 | 新進 |
| Fifth Third Wealth Advisors LLC | 1,186 | $21.4 萬 | 0.01% | −110−8.5% | 減碼 |
| Farther Finance Advisors, LLC | 1,187 | $21.3 萬 | 0.00% | +259+27.9% | 加碼 |
| Principal Securities, Inc. | 1,178 | $21.2 萬 | 0.00% | −734−38.4% | 減碼 |
| Cherry Creek Investment Advisors, Inc. | 1,176 | $21.2 萬 | 0.09% | +3+0.3% | 加碼 |
| GTS Securities LLC | 1,163 | $20.9 萬 | 0.01% | +24+2.1% | 加碼 |
| Checchi Capital Advisers, LLC | 1,160 | $20.9 萬 | 0.01% | +1,160 | 新進 |
| Stronghold Wealth Management L.L.C. | 1,158 | $20.9 萬 | 0.32% | +1,158 | 新進 |
| Meridian Wealth Management, LLC | 1,155 | $20.8 萬 | 0.01% | +22+1.9% | 加碼 |
| Perigon Wealth Management, LLC | 1,153 | $20.8 萬 | 0.00% | +190+19.7% | 加碼 |
| SPG Advisors LLC | 1,135 | $20.4 萬 | 3.11% | +1,135 | 新進 |
| Cigna Investments Inc | 1,131 | $20.4 萬 | 0.03% | −56−4.7% | 減碼 |
| Profund Advisors LLC | 1,132 | $20.4 萬 | 0.01% | +29+2.6% | 加碼 |
| Phoenix Holdings Ltd. | 1,132 | $20.4 萬 | 0.00% | +179+18.8% | 加碼 |
| Panagora Asset Management Inc | 1,122 | $20.2 萬 | 0.00% | +65+6.1% | 加碼 |
| S-Bank Fund Management Ltd | 1,087 | $19.6 萬 | 0.03% | −40−3.5% | 減碼 |
| Ameritas Investment Partners, Inc. | 1,080 | $19.4 萬 | 0.01% | −48−4.3% | 減碼 |
| Salem Investment Counselors Inc | 986 | $17.8 萬 | 0.01% | 00.0% | 不變 |
| Ninety One North America, Inc. | 935 | $16.8 萬 | 0.01% | −548−37.0% | 減碼 |
| Acropolis Investment Management, LLC | 926 | $16.7 萬 | 0.01% | 00.0% | 不變 |
| Versant Capital Management, Inc | 902 | $16.2 萬 | 0.02% | −737−45.0% | 減碼 |
| Parallel Advisors, LLC | 897 | $16.2 萬 | 0.00% | +311+53.1% | 加碼 |
| IFP Advisors, Inc | 895 | $16.1 萬 | 0.00% | +267+42.5% | 加碼 |
| Livforsakringsbolaget Skandia, Omsesidigt | 877 | $15.8 萬 | 0.01% | 00.0% | 不變 |
| FIL Ltd | 855 | $15.4 萬 | 0.00% | +855 | 新進 |
| Whittier Trust Co | 816 | $14.9 萬 | 0.00% | −149−15.4% | 減碼 |
| Larson Financial Group LLC | 812 | $14.6 萬 | 0.00% | +509+168.0% | 加碼 |
| Westpac Banking Corp | 791 | $14.2 萬 | 0.01% | 00.0% | 不變 |
| Dara Capital US, Inc. | 790 | $14.2 萬 | 0.13% | 00.0% | 不變 |
| Smartleaf Asset Management LLC | 790 | $14.0 萬 | 0.01% | −129−14.0% | 減碼 |
| Hantz Financial Services, Inc. | 759 | $13.7 萬 | 0.00% | +569+299.5% | 加碼 |
| Root Financial Partners, LLC | 719 | $12.9 萬 | 0.01% | +464+182.0% | 加碼 |
| Penserra Capital Management LLC | 690 | $12.3 萬 | 0.00% | +21+3.1% | 加碼 |
| True Wealth Design, LLC | 666 | $12.0 萬 | 0.03% | +518+350.0% | 加碼 |
| Pinnacle Wealth Planning Services, Inc. | 655 | $11.8 萬 | 0.01% | +457+230.8% | 加碼 |
| Private Trust Co NA | 614 | $11.1 萬 | 0.01% | +17+2.8% | 加碼 |
| Axiom Investment Management LLC | 613 | $11.0 萬 | 0.08% | +613 | 新進 |
| Transamerica Financial Advisors, Inc. | 566 | $10.2 萬 | 0.01% | +531+1,517.1% | 加碼 |
| VSM Wealth Advisory, LLC | 550 | $9.90 萬 | 0.03% | 00.0% | 不變 |
| Twin Tree Management, LP | 539 | $9.71 萬 | 0.02% | +539 | 新進 |
| Delta Asset Management LLC | 500 | $9.00 萬 | 0.01% | −163−24.6% | 減碼 |
| Umb Bank N A | 475 | $8.55 萬 | 0.00% | +156+48.9% | 加碼 |
| Cary Street Partner Investment Advisory LLC | 462 | $8.32 萬 | 0.02% | +45+10.8% | 加碼 |
| Massmutual Trust Co FSB | 459 | $8.27 萬 | 0.00% | +41+9.8% | 加碼 |
| SRS Capital Advisors, Inc. | 454 | $8.18 萬 | 0.00% | −122−21.2% | 減碼 |
| Group One Trading, L.P. | 443 | $7.98 萬 | 0.00% | +206+86.9% | 加碼 |
| Sit Investment Associates Inc | 435 | $7.80 萬 | 0.00% | 00.0% | 不變 |
| TopTier Wealth Management, LLC | 427 | $7.69 萬 | 0.05% | +427 | 新進 |
| NVWM, LLC | 407 | $7.33 萬 | 0.02% | +3+0.7% | 加碼 |
| Advisory Services Network, LLC | 385 | $6.93 萬 | 0.00% | +385 | 新進 |
| Hanson & Doremus Investment Management | 373 | $6.70 萬 | 0.01% | 00.0% | 不變 |
| Pflug Koory, LLC | 365 | $6.57 萬 | 0.03% | 00.0% | 不變 |
| DT Investment Partners, LLC | 355 | $6.39 萬 | 0.01% | 00.0% | 不變 |
| Ancora Advisors, LLC | 351 | $6.32 萬 | 0.00% | +39+12.5% | 加碼 |
| Piscataqua Savings Bank | 347 | $6.25 萬 | 0.04% | 00.0% | 不變 |
| CVA Family Office, LLC | 342 | $6.16 萬 | 0.01% | −29−7.8% | 減碼 |
| Onefund, LLC | 337 | $6.06 萬 | 0.04% | −20−5.6% | 減碼 |
| Ronald Blue Trust, Inc. | 336 | $6.05 萬 | 0.00% | −73−17.8% | 減碼 |
| Atlantic Trust, LLC | 331 | $5.96 萬 | 0.01% | −129−28.0% | 減碼 |
| Quarry LP | 320 | $5.76 萬 | 0.01% | +155+93.9% | 加碼 |
| State of Wyoming | 315 | $5.67 萬 | 0.01% | −93−22.8% | 減碼 |
| HM Payson & Co | 306 | $5.51 萬 | 0.00% | −1,716−84.9% | 減碼 |
| Cromwell Holdings LLC | 303 | $5.46 萬 | 0.03% | −44−12.7% | 減碼 |
| Opal Wealth Advisors, LLC | 302 | $5.44 萬 | 0.01% | +302 | 新進 |
| Covestor Ltd | 292 | $5.30 萬 | 0.04% | +227+349.2% | 加碼 |
| Whittier Trust Co of Nevada Inc | 273 | $4.97 萬 | 0.00% | −480−63.7% | 減碼 |
| Exchange Traded Concepts, LLC | 273 | $4.92 萬 | 0.00% | +42+18.2% | 加碼 |
| Mascoma Wealth Management LLC | 266 | $4.79 萬 | 0.01% | 00.0% | 不變 |