Equifax (EFX) Institutional Ownership

$221.76
+1.57 (+0.71%)
(As of 03:51 PM ET)

Institutional Ownership Changes (13F Filings) for Equifax (NYSE:EFX)

Current
Institutional Ownership
Percentage
96.20%
Number of
Institutional Buyers
(last 12 months)
386
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
281
Total
Institutional Outflows
(last 12 months)
$3.01B
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EFX Institutional Buying and Selling by Quarter

Equifax Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
5/1/2024Mirae Asset Global Investments Co. Ltd.18,348$4.91M0.0%+9.6%0.015%
5/1/2024Sequoia Financial Advisors LLC757$202K0.0%-61.4%0.001%
4/30/2024Retirement Systems of Alabama27,214$7.28M0.0%+0.2%0.022%
4/30/2024 Norden Group LLC6,604$1.77M0.1%N/A0.005%
4/30/2024Van ECK Associates Corp1,531,901$409.81M0.6%-2.6%1.239%
4/30/2024LifePlan Financial LLC2,424$648K0.6%-2.1%0.002%
4/30/2024HB Wealth Management LLC16,757$4.48M0.1%-1.2%0.014%
4/30/2024SpiderRock Advisors LLC9,963$2.54M0.1%N/A0.008%
4/30/2024 Caprock Group LLC2,177$583K0.0%+5.3%0.002%
4/30/2024 OFI Invest Asset Management124$31K0.0%N/A0.000%
4/29/2024Commonwealth Equity Services LLC13,850$3.71M0.0%-1.4%0.011%
4/29/2024 Benjamin F. Edwards & Company Inc.279$75K0.0%+416.7%0.000%
4/29/2024 Mn Services Vermogensbeheer B.V.49,800$13.32M0.1%-14.6%0.040%
4/27/2024 Foster Victor Wealth Advisors LLC1,459$364K0.0%N/A0.001%
4/26/2024 Sterling Investment Counsel LLC800$214K0.1%N/A0.001%
4/26/2024 Securian Asset Management Inc.7,250$1.94M0.1%-6.7%0.006%
4/26/2024 UMB Bank n.a.112$30K0.0%-63.3%0.000%
4/26/2024 Riverbridge Partners LLC18,866$5.05M0.1%-1.3%0.015%
4/26/2024 Yousif Capital Management LLC16,311$4.36M0.0%-2.0%0.013%
4/26/2024 ZWJ Investment Counsel Inc.156,790$41.94M1.9%-0.1%0.127%
4/26/2024 Mitchell & Pahl Private Wealth LLC2,851$763K0.4%+4.6%0.002%
4/26/2024 SYSTM Wealth Solutions LLC12,331$3.30M0.4%-1.7%0.010%
4/25/2024 New York State Teachers Retirement System115,187$30.82M0.1%-0.2%0.093%
4/25/2024 Bank of New York Mellon Corp1,000,531$267.66M0.1%-7.0%0.809%
4/25/2024 Zurcher Kantonalbank Zurich Cantonalbank 20,419$5.46M0.0%-1.1%0.017%
4/25/2024 Fjarde AP Fonden Fourth Swedish National Pension Fund19,244$5.15M0.1%-2.0%0.016%
4/25/2024 Summit Financial LLC921$246K0.0%-9.3%0.001%
4/25/2024 Cambridge Investment Research Advisors Inc.10,571$2.83M0.0%+6.9%0.009%
4/24/2024 V Square Quantitative Management LLC1,772$474K0.1%+41.3%0.001%
4/24/2024 Pegasus Partners Ltd.5,274$1.41M0.1%-11.7%0.004%
4/24/2024 Premier Path Wealth Partners LLC4,854$1.30M0.2%-2.3%0.004%
4/24/2024 Simplicity Wealth LLC2,350$629K0.0%N/A0.002%
4/24/2024 Spire Wealth Management97$26K0.0%-56.1%0.000%
4/24/2024 Assenagon Asset Management S.A.7,401$1.98M0.0%-36.3%0.006%
4/23/2024 Global Retirement Partners LLC120$32K0.0%-76.2%0.000%
4/23/2024 Louisiana State Employees Retirement System7,200$1.93M0.0%-4.0%0.006%
4/23/2024 Amalgamated Bank26,221$7.02M0.1%-15.7%0.021%
4/23/2024 New Mexico Educational Retirement Board6,205$1.66M0.1%-3.1%0.005%
4/23/2024 TrueWealth Advisors LLC1,387$371K0.1%-7.8%0.001%
4/23/2024 Wesbanco Bank Inc.3,453$924K0.0%+164.8%0.003%
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4/22/2024 Compound Global Advisors LLC24,472$6.55M1.0%N/A0.020%
4/22/2024 Nicholas Hoffman & Company LLC.766$205K0.0%-34.2%0.001%
4/22/2024 Rovin Capital UT ADV2,658$711K0.3%+6.9%0.002%
4/22/2024 Donaldson Capital Management LLC4,214$1.13M0.0%-1.7%0.003%
4/22/2024 Raymond James & Associates371,838$99.47M0.1%+8.7%0.299%
4/22/2024 Investors Asset Management of Georgia Inc. GA ADV98,554$26.37M12.4%-1.7%0.079%
4/22/2024 IFM Investors Pty Ltd25,661$6.87M0.1%-0.4%0.021%
4/22/2024 Everpar Advisors LLC1,840$492K0.3%-43.2%0.001%
4/20/2024 Maryland State Retirement & Pension System9,562$2.56M0.0%+2.8%0.008%
4/19/2024 First Trust Direct Indexing L.P.3,557$952K0.1%+12.1%0.003%
4/19/2024 Norden Group LLC6,604$1.77M0.0%N/A0.005%
4/19/2024 State of Alaska Department of Revenue13,371$3.58M0.0%+0.5%0.011%
4/19/2024 Yoder Wealth Management Inc.791$212K0.1%N/A0.001%
4/19/2024 Olstein Capital Management L.P.10,000$2.68M0.4%-25.9%0.008%
4/19/2024 Sumitomo Mitsui Trust Holdings Inc.292,914$78.36M0.1%+1.1%0.236%
4/18/2024 Eagle Ridge Investment Management2,753$736K0.1%-2.7%0.002%
4/18/2024 Cullinan Associates Inc.4,750$1.27M0.1%-5.0%0.004%
4/18/2024 Allspring Global Investments Holdings LLC5,948$1.59M0.0%-2.4%0.005%
4/18/2024 Vaughan Nelson Investment Management L.P.97,931$26.20M0.2%+15.6%0.079%
4/18/2024 Steele Capital Management Inc.1,200$321K0.0%-13.6%0.001%
4/18/2024 LVW Advisors LLC3,040$813K0.1%-2.3%0.002%
4/18/2024 Blue Zone Wealth Advisors LLC21,739$5.82M2.0%+1.2%0.017%
4/17/2024 Hennion & Walsh Asset Management Inc.3,088$826K0.0%-3.0%0.002%
4/16/2024 Artemis Investment Management LLP34,381$9.20M0.1%-28.4%0.028%
4/16/2024 Thrive Wealth Management LLC1,102$295K0.1%+8.8%0.001%
4/16/2024 Seed Wealth Management Inc.800$209K0.2%N/A0.001%
4/16/2024 Wealth Enhancement Advisory Services LLC10,866$2.91M0.0%-2.6%0.009%
4/15/2024 Brookstone Capital Management24,590$6.58M0.1%-1.0%0.020%
4/15/2024 Thompson Investment Management Inc.15,419$4.13M0.6%-1.8%0.012%
4/13/2024 First Financial Corp IN209$56K0.0%N/A0.000%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC28,801$7.18M1.4%-0.2%0.023%
4/12/2024 Global Assets Advisory LLC17,730$4.74M0.0%N/A0.014%
4/11/2024 Ballentine Partners LLC1,038$278K0.0%+5.1%0.001%
4/11/2024 &PARTNERS1,297$347K0.0%+17.9%0.001%
4/11/2024 MJP Associates Inc. ADV1,383$370K0.1%+21.6%0.001%
4/11/2024 Gulf International Bank UK Ltd10,125$2.71M0.1%+0.8%0.008%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.5,892$1.58M0.1%-58.8%0.005%
4/10/2024 Park Avenue Securities LLC4,059$1.09M0.0%+16.8%0.003%
4/10/2024 American National Bank2,900$776K0.1%N/A0.002%
4/10/2024 Wedmont Private Capital2,176$572K0.0%+5.7%0.002%
4/10/2024 Czech National Bank21,694$5.80M0.1%+0.5%0.017%
4/9/2024 Welch Group LLC831$222K0.0%N/A0.001%
4/9/2024 Mather Group LLC.442$109K0.0%N/A0.000%
4/5/2024 Butensky & Cohen Financial Security Inc.16,818$4.50M1.4%-2.5%0.014%
4/5/2024 GAMMA Investing LLC978$262K0.1%+28.0%0.001%
4/5/2024 Compass Wealth Management LLC200$54K0.0%-27.3%0.000%
4/5/2024 CWM LLC1,414$378K0.0%+4.7%0.001%
4/1/2024 First Financial Bank Trust Division4,998$1.34M0.1%-4.4%0.004%
3/27/2024Nomura Holdings Inc.3,709$917K0.0%N/A0.003%
3/26/2024HighPoint Advisor Group LLC1,623$424K0.0%N/A0.001%
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3/22/2024PNC Financial Services Group Inc.33,920$8.39M0.0%+3.3%0.027%
3/15/2024B. Riley Wealth Advisors Inc.931$230K0.0%-35.7%0.001%
3/12/2024 Rovin Capital UT ADV2,487$615K0.3%+18.6%0.002%
3/11/2024Vanguard Group Inc.13,895,487$3.44B0.1%+1.5%11.210%
3/8/2024Trust Co. of Vermont405$100K0.0%+170.0%0.000%
3/5/2024Wellington Management Group LLP153,494$37.96M0.0%-8.0%0.124%
3/1/2024Royal London Asset Management Ltd.53,461$13.22M0.0%+1.6%0.043%
3/1/2024Goldman Sachs Group Inc.739,492$182.87M0.0%+70.2%0.597%
3/1/2024Pineridge Advisors LLC222$55K0.0%N/A0.000%
2/28/2024American International Group Inc.33,609$8.31M0.0%-0.1%0.027%
(Data available from 1/1/2016 forward)

EFX Institutional Ownership - Frequently Asked Questions

Who are the largest shareholders of EFX shares?

During the previous two years, 678 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($3.44B), Capital International Investors ($3.39B), BlackRock Inc. ($2.14B), Massachusetts Financial Services Co. MA ($1.33B), State Street Corp ($1.09B), Generation Investment Management LLP ($953.61M), and Morgan Stanley ($913.93M).Learn more on EFX's institutional investors.

What percentage of Equifax stock is owned by institutional investors?

96.20% of Equifax stock is owned by institutional investors. Learn more on EFX's institutional investor holdings.

Which institutional investors have been buying Equifax stock?

Of the 561 institutional investors that purchased Equifax stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Veritas Asset Management LLP ($2.92M), Parnassus Investments LLC ($2.01M), Massachusetts Financial Services Co. MA ($1.83M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.27M), Harris Associates L P ($965.99K), Van ECK Associates Corp ($963.88K), and Price T Rowe Associates Inc. MD ($949.41K).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 32,188,528 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

Which Equifax major shareholders have been selling company stock?

Of the 416 institutional investors that sold Equifax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($3.45M), JPMorgan Chase & Co. ($3.18M), FMR LLC ($2.29M), Massachusetts Financial Services Co. MA ($2.22M), Mackenzie Financial Corp ($2.20M), Capital International Investors ($1.97M), and Wellington Management Group LLP ($1.94M).

How much institutional selling is happening at Equifax?

Institutional investors have sold a total of 30,489,986 shares in the last 24 months. This volume of shares sold represents approximately $6.04B in transactions.


This page (NYSE:EFX) was last updated on 5/1/2024 by MarketBeat.com Staff

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