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Equifax (EFX) Institutional Ownership

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$226.86 -2.78 (-1.21%)
Closing price 10/16/2025 03:59 PM Eastern
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$226.96 +0.09 (+0.04%)
As of 09:26 AM Eastern
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Institutional Ownership Changes (13F Filings) for Equifax (NYSE:EFX)

Current
Institutional Ownership
Percentage
96.20%
Number of
Institutional Buyers
(last 12 months)
586
Total
Institutional Inflows
(last 12 months)
$6.33B
Number of
Institutional Sellers
(last 12 months)
347
Total
Institutional Outflows
(last 12 months)
$4.05B
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EFX Institutional Buying and Selling by Quarter

Equifax Major Shareholders & Ownership History

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Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
10/16/2025Burney Co.8,860$2.27M0.1%-1.1%0.007%
10/16/2025Blue Trust Inc.242$62K0.0%+61.3%0.000%
10/16/2025Avanza Fonder AB9,572$2.46M0.1%+33.0%0.008%
10/15/2025 CWM LLC6,783$1.74M0.0%+200.5%0.005%
10/15/2025 Canoe Financial LP12,729$3.27M0.0%+60.8%0.010%
10/15/2025 Pacer Advisors Inc.10,034$2.57M0.0%+0.7%0.008%
10/15/2025 Blue Zone Wealth Advisors LLC29,735$7.63M1.5%+9.6%0.024%
10/15/2025 Inspire Investing LLC1,203$309K0.0%+8.0%0.001%
10/15/2025 Iams Wealth Management LLC974$250K0.1%N/A0.001%
10/15/2025 ZWJ Investment Counsel Inc.178,203$45.71M1.6%+18.4%0.144%
10/15/2025 Norden Group LLC1,695$435K0.0%+68.2%0.001%
10/15/2025 World Investment Advisors1,693$434K0.0%+52.4%0.001%
10/15/2025 Brookstone Capital Management16,468$4.22M0.1%-1.1%0.013%
10/15/2025 Private Trust Co. NA618$159K0.0%-24.6%0.000%
10/15/2025 Swedbank AB55,663$14.28M0.0%+0.9%0.045%
10/15/2025 DAVENPORT & Co LLC1,959$503K0.0%+5.6%0.002%
10/15/2025 IFM Investors Pty Ltd24,297$6.18M0.1%+0.5%0.020%
10/14/2025 OLD National Bancorp IN64,538$16.56M0.3%-0.4%0.052%
10/14/2025 Yousif Capital Management LLC14,445$3.71M0.0%-5.0%0.012%
10/14/2025 Farther Finance Advisors LLC669$172K0.0%+9.7%0.001%
10/14/2025 OFI Invest Asset Management504$129K0.0%+19.1%0.000%
10/14/2025 Riverbridge Partners LLC14,155$3.63M0.1%-2.2%0.011%
10/14/2025 Brighton Jones LLC4,048$1.04M0.0%+8.7%0.003%
10/10/2025 Quotient Wealth Partners LLC1,098$282K0.0%-7.7%0.001%
10/9/2025 Toth Financial Advisory Corp36,421$9.34M1.0%+3.2%0.029%
10/9/2025 Voya Investment Management LLC27,178$6.97M0.0%-44.5%0.022%
10/9/2025 Mitchell & Pahl Private Wealth LLC3,472$891K0.4%+2.3%0.003%
10/8/2025 Fiduciary Alliance LLC3,955$1.02M0.1%-5.2%0.003%
10/8/2025 Wedmont Private Capital2,959$704K0.0%+7.0%0.002%
10/8/2025 Czech National Bank31,442$8.07M0.1%+3.6%0.025%
10/8/2025 Chesley Taft & Associates LLC2,936$753K0.0%+7.9%0.002%
10/8/2025 Sendero Wealth Management LLC24,460$6.28M0.7%+148.1%0.020%
10/7/2025 Heritage Family Offices LLP2,126$545K0.3%+2.8%0.002%
10/7/2025 Threadgill Financial LLC22,029$5.65M2.7%+22.1%0.018%
10/7/2025 Assenagon Asset Management S.A.2,836$728K0.0%-94.5%0.002%
10/7/2025 Thrive Wealth Management LLC2,963$760K0.1%+39.2%0.002%
10/1/2025 First Financial Bank Trust Division3,904$1.00M0.1%-4.9%0.003%
10/1/2025 Praxis Investment Management Inc.1,908$489K0.0%+51.4%0.002%
9/26/2025Corient Private Wealth LLC22,541$5.85M0.0%-2.7%0.018%
9/24/2025Texas Permanent School Fund Corp10,340$2.68M0.0%-34.1%0.008%
9/22/2025Caldwell Trust Co126$33K0.0%N/A0.000%
9/10/2025WT Wealth Management6,311$1.64M0.5%N/A0.005%
9/4/2025Osaic Holdings Inc.8,629$2.23M0.0%+13.6%0.007%
9/3/2025American Trust832$216K0.0%N/A0.001%
8/27/2025Orion Porfolio Solutions LLC5,251$1.36M0.0%+2.2%0.004%
8/27/2025Squarepoint Ops LLC4,031$1.05M0.0%-97.8%0.003%
8/26/2025Thrivent Financial for Lutherans5,926$1.53M0.0%-1.9%0.005%
8/26/2025MASTERINVEST Kapitalanlage GmbH901$234K0.0%N/A0.001%
8/20/2025Kentucky Retirement Systems7,871$2.04M0.1%-6.1%0.006%
8/20/2025Kentucky Retirement Systems Insurance Trust Fund3,340$866K0.1%-6.5%0.003%
8/19/2025B. Riley Wealth Advisors Inc.883$229K0.0%N/A0.001%
8/19/2025State of Wyoming131$34K0.0%N/A0.000%
8/19/2025Pitcairn Co.1,102$286K0.0%-26.6%0.001%
8/18/2025Geneos Wealth Management Inc.401$104K0.0%+16.9%0.000%
8/18/2025SPG Advisors LLC1,135$294K3.5%N/A0.001%
8/18/2025Ashford Capital Management Inc.5,466$1.42M0.2%-12.4%0.004%
8/18/2025CYBER HORNET ETFs LLC325$84K0.1%N/A0.000%
8/16/2025Public Sector Pension Investment Board9,397$2.44M0.0%-44.4%0.008%
8/16/2025FORA Capital LLC2,854$740K0.1%N/A0.002%
8/16/2025Headlands Technologies LLC219$57K0.0%N/A0.000%
8/15/2025CANADA LIFE ASSURANCE Co181,474$47.14M0.1%+37.7%0.147%
8/15/2025Tower Research Capital LLC TRC 1,472$382K0.0%-61.9%0.001%
8/15/2025MUFG Securities EMEA plc365$95K0.0%N/A0.000%
8/15/2025Howland Capital Management LLC4,800$1.25M0.1%+380.0%0.004%
8/15/2025Corient Private Wealth LLC22,640$5.81M0.0%-2.2%0.018%
8/15/2025State of Tennessee Department of Treasury44,474$11.54M0.0%-1.4%0.036%
8/15/2025Captrust Financial Advisors104,908$27.21M0.1%-0.7%0.085%
8/15/2025Vident Advisory LLC3,892$1.01M0.0%-45.4%0.003%
8/15/2025Voleon Capital Management LP961$249K0.0%N/A0.001%
8/15/2025Tidal Investments LLC10,038$2.60M0.0%+39.3%0.008%
8/15/2025Scott Marsh Financial LLC6,372$1.65M0.6%N/A0.005%
8/15/2025Smartleaf Asset Management LLC579$148K0.0%-12.5%0.000%
8/15/2025Royal London Asset Management Ltd.63,682$16.52M0.0%-0.5%0.051%
8/15/2025Rafferty Asset Management LLC11,214$2.91M0.0%+21.1%0.009%
8/15/2025Orion Porfolio Solutions LLC5,251$1.36M0.0%+2.2%0.004%
8/15/2025MML Investors Services LLC14,236$3.69M0.0%+8.5%0.011%
8/15/2025Man Group plc172,333$44.70M0.1%+326.0%0.139%
8/15/2025Lazard Asset Management LLC1,726,990$447.93M0.6%+8.9%1.395%
8/15/2025HRT Financial LP60,697$15.74M0.1%N/A0.049%
8/15/2025Hillman Capital Management Inc.11,079$2.87M1.6%+0.8%0.009%
8/15/2025Engineers Gate Manager LP2,438$632K0.0%N/A0.002%
8/15/2025Benjamin Edwards Inc.845$219K0.0%N/A0.001%
8/15/2025BI Asset Management Fondsmaeglerselskab A S4,839$1.26M0.0%+14.5%0.004%
8/15/2025BNP Paribas Financial Markets216,570$56.17M0.0%-26.1%0.175%
8/15/2025Boothbay Fund Management LLC3,929$1.02M0.0%-42.2%0.003%
8/15/2025BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp19,637$5.09M0.0%-17.2%0.016%
8/15/2025Brevan Howard Capital Management LP18,823$4.88M0.0%N/A0.015%
8/15/2025Bamco Inc. NY3,300$856K0.0%+3.1%0.003%
8/15/2025Bank of America Corp DE539,844$140.02M0.0%-34.7%0.436%
8/15/2025Adage Capital Partners GP L.L.C.93,800$24.33M0.0%-9.1%0.076%
8/15/2025Ameriprise Financial Inc.64,584$16.75M0.0%-44.8%0.052%
8/15/2025AQR Capital Management LLC31,103$8.01M0.0%-57.9%0.025%
8/14/2025CTC Alternative Strategies Ltd.794$206K0.2%N/A0.001%
8/14/2025California State Teachers Retirement System205,351$53.26M0.1%+2.2%0.166%
8/14/2025Raymond James Financial Inc.474,237$123.00M0.0%-0.7%0.383%
8/14/2025Worldquant Millennium Advisors LLC102,834$26.67M0.1%+412.6%0.083%
8/14/2025Maverick Capital Ltd.19,728$5.12M0.1%N/A0.016%
8/14/2025Canada Pension Plan Investment Board151,628$39.33M0.0%+8.9%0.122%
8/14/2025Quantinno Capital Management LP17,313$4.49M0.0%+52.4%0.014%
8/14/2025MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.13,269$3.44M0.0%-37.6%0.011%
(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, 850 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($3.88B), Capital International Investors ($2.28B), Price T Rowe Associates Inc. MD ($1.71B), State Street Corp ($1.29B), Harris Associates L P ($1.11B), Morgan Stanley ($913.93M), and Massachusetts Financial Services Co. MA ($869.00M).Learn more on Equifax's institutional investors.

What percentage of Equifax's stock is owned by institutional investors?

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

Which institutional investors have been buying Equifax's stock?

Of the 740 institutional investors that purchased Equifax's stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Norges Bank ($3.41M), Price T Rowe Associates Inc. MD ($3.32M), Parnassus Investments LLC ($2.00M), Generation Investment Management LLP ($1.39M), Van ECK Associates Corp ($1.24M), Lazard Asset Management LLC ($1.09M), and Vanguard Group Inc. ($1.05M).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 24,709,292 shares in the last 24 months. This purchase volume represents approximately $6.33B in transactions.

Which of Equifax's major shareholders have been selling company stock?

Of the 346 institutional investors that sold Equifax's stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($3.04M), International Assets Investment Management LLC ($959.05K), Massachusetts Financial Services Co. MA ($926.38K), T. Rowe Price Investment Management Inc. ($851.80K), JPMorgan Chase & Co. ($849.50K), Van ECK Associates Corp ($667.24K), and Invesco Ltd. ($639.68K).

How much institutional selling is happening at Equifax?

Institutional investors have sold a total of 15,629,147 shares in the last 24 months. This volume of shares sold represents approximately $4.05B in transactions.


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This page (NYSE:EFX) was last updated on 10/17/2025 by MarketBeat.com Staff
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