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Equifax (EFX) Institutional Ownership

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$161.21 -0.05 (-0.03%)
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$159.72 -1.49 (-0.93%)
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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)
504
Total
Institutional Inflows
(last 12 months)
$6.98B
Number of
Institutional Sellers
(last 12 months)
317
Total
Institutional Outflows
(last 12 months)
$4.40B
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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
10/15/2026V Square Quantitative Management LLC2,648$363K0.0%+18.1%0.002%
10/15/2026Assenagon Asset Management S.A.248,656$34.13M0.0%-33.1%0.212%
10/15/2026State of Alaska Department of Revenue11,130$1.53M0.0%-4.6%0.009%
10/15/2026Curated Wealth Partners LLC6,502$892K0.1%-93.8%0.006%
10/15/2026Mather Group LLC.225$31K0.0%-62.4%0.000%
10/14/2026Mitchell & Pahl Private Wealth LLC4,752$652K0.2%+12.9%0.004%
10/14/2026B. Riley Wealth Advisors Inc.2,524$346K0.0%+9.1%0.002%
10/14/2026Krilogy Financial LLC2,372$349K0.0%-14.6%0.002%
10/9/2026GK Wealth Management LLC307$42K0.0%N/A0.000%
10/9/2026GAMMA Investing LLC2,767$380K0.0%+9.4%0.002%
10/8/2026Farther Finance Advisors LLC1,692$232K0.0%+18.2%0.001%
10/8/2026Toth Financial Advisory Corp27,465$3.77M0.4%-5.0%0.023%
10/1/2026 First Financial Bank Trust Division2,811$386K0.0%-12.1%0.002%
9/23/2026QRG Capital Management Inc.1,422$226K0.0%-15.7%0.001%
9/23/2026Envestnet Portfolio Solutions Inc.2,146$341K0.0%-23.9%0.002%
9/22/2026Andra AP fonden2,613$415K0.0%N/A0.002%
9/15/2026Anchor Investment Management LLC689$109K0.0%+210.4%0.001%
9/9/2026Sequoia Financial Advisors LLC4,071$646K0.0%-4.1%0.003%
9/9/2026Tidal Investments LLC59,010$9.37M0.0%+74.0%0.050%
9/9/2026National Pension Service14,671$2.33M0.0%-92.5%0.012%
9/9/2026Engineers Gate Manager LP16,743$2.66M0.0%N/A0.014%
9/9/2026Pinnacle Wealth Management Advisory Group LLC1,634$259K0.0%-17.8%0.001%
9/9/2026Integrated Wealth Concepts LLC5,380$854K0.0%-12.8%0.005%
9/9/2026NewEdge Advisors LLC3,146$499K0.0%+42.5%0.003%
9/9/2026Baird Financial Group Inc.6,875$1.09M0.0%-93.9%0.006%
9/8/2026Allworth Financial LP3,802$604K0.0%-60.2%0.003%
9/8/2026Vulcan Value Partners LLC90,748$14.40M0.4%N/A0.077%
9/8/2026Arizona State Retirement System34,587$5.49M0.0%+4.0%0.029%
9/8/2026Waverly Advisors LLC6,541$1.04M0.0%+26.8%0.006%
9/8/2026Carmignac Gestion710,685$112.80M1.4%+94.9%0.605%
9/8/2026Empirical Finance LLC4,314$685K0.0%+3.4%0.004%
9/8/2026Nykredit A S34,893$5.54M0.0%N/A0.030%
8/27/2026VELA Investment Management LLC24,643$3.91M0.8%+25.9%0.021%
8/27/2026Corient Private Wealth LP17,585$2.79M0.0%-23.3%0.015%
8/26/2026Amundi602,081$95.56M0.0%-9.3%0.512%
8/26/2026HighTower Advisors LLC12,533$1.99M0.0%-33.4%0.011%
8/23/2026VELA Investment Management LLC25,925$4.12M0.9%+25.6%0.022%
8/23/2026HB Wealth Management LLC20,888$3.32M0.0%-2.0%0.018%
8/23/2026Saudi Central Bank8,444$1.34M0.0%+86.9%0.007%
8/22/2026AlphaGrep UK Ltd3,742$594K0.2%N/A0.003%
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8/22/2026Raiffeisen Bank International AG3,590$569K0.0%+1.5%0.003%
8/22/2026Knollwood Investment Advisory LLC7,465$1.19M0.1%-18.9%0.006%
8/22/2026TD Waterhouse Canada Inc.1,100$178K0.0%+1,000.0%0.001%
8/22/2026Premier Path Wealth Partners LLC2,514$399K0.0%-45.6%0.002%
8/22/2026Concurrent Investment Advisors LLC3,296$523K0.0%+16.7%0.003%
8/22/2026NEOS Investment Management LLC20,011$3.18M0.0%+13.9%0.017%
8/22/2026Allen Mooney & Barnes Investment Advisors LLC28,655$4.55M0.7%-1.0%0.024%
8/21/2026Athena Investment Management2,338$371K0.2%-10.4%0.002%
8/21/2026Strengthening Families & Communities LLC10,898$1.73M0.4%+2.9%0.009%
8/21/2026Nykredit A S38,231$6.07M0.0%N/A0.033%
8/21/2026Thrive Wealth Management LLC1,315$209K0.0%-30.7%0.001%
8/21/2026Legacy Financial Advisors Inc.4,810$764K0.1%+7.4%0.004%
8/20/2026Quantitative Investment Management LLC21,518$3.42M0.4%+460.2%0.018%
8/20/2026Northwestern Mutual Wealth Management Co.2,723$432K0.0%-19.8%0.002%
8/19/2026UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,192,831$189.33M0.0%+9.1%1.015%
8/19/2026New Mexico Educational Retirement Board6,005$953K0.0%+5.3%0.005%
8/19/2026Toth Financial Advisory Corp28,906$4.59M0.4%-14.1%0.025%
8/19/2026Mufg Securities Americas Inc.3,587$569K0.0%+7.7%0.003%
8/19/2026Van ECK Associates Corp35,096$5.57M0.0%-97.8%0.030%
8/19/2026Nissay Asset Management Corp Japan16,241$2.58M0.0%+2.7%0.014%
8/19/2026Hsbc Holdings PLC312,946$49.48M0.0%+15.0%0.266%
8/19/2026Wellington Management Group LLP22,764$3.61M0.0%+1.7%0.019%
8/18/2026Beacon Pointe Advisors LLC1,900$302K0.0%N/A0.002%
8/18/2026Livforsakringsbolaget Skandia Omsesidigt877$139K0.0%N/A0.001%
8/18/2026Rakuten Investment Management Inc.19,565$3.10M0.0%N/A0.017%
8/18/2026North Star Asset Management Inc.125,367$19.90M0.8%N/A0.107%
8/18/2026Empowered Funds LLC15,945$2.53M0.0%N/A0.014%
8/18/2026United Capital Financial Advisors LLC2,925$464K0.0%N/A0.002%
8/18/2026Public Employees Retirement System of Ohio35,463$5.63M0.0%N/A0.030%
8/17/2026Transamerica Financial Advisors LLC766$122K0.0%N/A0.001%
8/17/2026Corient Private Wealth LP18,132$2.88M0.0%N/A0.015%
8/17/2026Palogic Value Management L.P.1,713$272K0.1%N/A0.001%
8/17/2026Bamco Inc. NY2,668$423K0.0%N/A0.002%
8/17/2026Bank of America Corp DE1,179,532$187.22M0.0%N/A1.004%
8/15/2026Man Group plc517,102$82.07M0.1%N/A0.440%
8/15/2026Jupiter Topco LLC14,357$2.28M0.0%N/A0.012%
8/14/2026Hsbc Holdings PLC312,946$49.48M0.0%N/A0.266%
8/14/2026Canada Pension Plan Investment Board252,192$40.03M0.0%N/A0.215%
8/14/2026Osterweis Capital Management Inc.210$33K0.0%N/A0.000%
8/14/2026Legal & General Group Plc676,765$107.42M0.0%N/A0.576%
8/14/2026The Manufacturers Life Insurance Company59,904$9.51M0.0%N/A0.051%
8/14/2026Sone Capital Management LLC14,945$2.37M0.2%N/A0.013%
8/14/2026Aberdeen Wealth Management LLC2,900$460K0.2%N/A0.002%
8/13/2026Theleme Partners LLP574,213$91.14M5.4%N/A0.489%
8/13/2026Meritage Group LP155,295$24.65M0.9%N/A0.132%
8/13/2026Cibc World Market Inc.126,961$20.15M0.0%N/A0.108%
8/13/2026OMERS ADMINISTRATION Corp6,533$1.04M0.0%N/A0.006%
8/13/2026Osmosis Investment Management UK Ltd2,777$441K0.0%N/A0.002%
8/13/2026Sanctuary Advisors LLC13,965$2.22M0.0%N/A0.012%
8/13/2026Connor Clark & Lunn Investment Management Ltd.23,763$3.77M0.0%N/A0.020%
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8/13/2026Bank of Nova Scotia12,611$2.00M0.0%N/A0.011%
8/12/2026Elevation Point Wealth Partners LLC3,040$483K0.0%N/A0.003%
8/12/2026Daiichi Life Insurance Co. Ltd.3,886$617K0.0%N/A0.003%
8/12/2026Commerce Bank16,072$2.55M0.0%N/A0.014%
8/12/2026Weitz Investment Management Inc.191,980$30.47M2.1%N/A0.163%
8/12/2026Northwestern Mutual Wealth Management Co.2,723$432K0.0%N/A0.002%
8/12/2026Quantbot Technologies LP2,945$467K0.0%N/A0.003%
8/12/2026Evolve Private Wealth LLC3,743$594K0.0%N/A0.003%
8/12/2026Westpac Banking Corp791$126K0.0%N/A0.001%
8/12/2026Korea Investment CORP29,556$4.69M0.0%N/A0.025%


EFX Institutional Ownership - Frequently Asked Questions

During the previous two years, 911 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($3.25B), BlackRock Inc. ($1.49B), Capital International Investors ($1.40B), Harris Associates L P ($1.11B), State Street Corp ($1.10B), Massachusetts Financial Services Co. MA ($942.68M), and Morgan Stanley ($921.81M).Learn more on Equifax's institutional investors.

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

Of the 809 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: BlackRock Inc. ($9.40M), Norges Bank ($3.86M), Soroban Capital Partners LP ($3.17M), Generation Investment Management LLP ($3.08M), Price T Rowe Associates Inc. MD ($2.69M), Bank of America Corp DE ($1.98M), and Van ECK Associates Corp ($1.61M).

Institutional investors have bought a total of 37,582,977 shares in the last 24 months. This purchase volume represents approximately $6.98B in transactions.

Of the 317 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 ($4.04M), Price T Rowe Associates Inc. MD ($1.74M), Parnassus Investments LLC ($1.68M), T. Rowe Price Investment Management Inc. ($1.62M), Van ECK Associates Corp ($1.57M), Generation Investment Management LLP ($1.16M), and Boston Partners ($986.28K).

Institutional investors have sold a total of 20,663,608 shares in the last 24 months. This volume of shares sold represents approximately $4.40B in transactions.



Institutional ownership data for NYSE:EFX is compiled from quarterly 13F filings submitted to the U.S. Securities and Exchange Commission (SEC), with the most recent received on 10/16/2026. New 13F filings are added each quarter as they're published.
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