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Equifax (EFX) Institutional Ownership

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$165.86 +2.02 (+1.24%)
Closing price 03:59 PM Eastern
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$165.86 0.00 (0.00%)
As of 04:32 PM 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)
563
Total
Institutional Inflows
(last 12 months)
$4.83B
Number of
Institutional Sellers
(last 12 months)
356
Total
Institutional Outflows
(last 12 months)
$4.80B
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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
5/26/2026 Glenmede Trust Co. NA13,647$2.46M0.0%+0.8%0.011%
5/26/2026 Axiom Investment Management LLC613$110K0.1%N/A0.001%
5/21/2026 Essential Partners LLC2,039$367K0.1%+2,116.3%0.002%
5/19/2026 Bank of America Corp DE2,107,458$379.49M0.0%+36.5%1.770%
5/19/2026 Edgestream Partners L.P.12,445$2.24M0.1%+130.4%0.010%
5/19/2026 Kentucky Retirement Systems10,047$1.81M0.1%+29.3%0.008%
5/19/2026 Janus Henderson Group PLC14,340$2.58M0.0%-4.9%0.012%
5/19/2026 Bull Harbor Capital LLC2,384$429K0.1%N/A0.002%
5/19/2026 Arkadios Wealth Advisors2,757$496K0.0%-11.7%0.002%
5/18/2026 Amundi663,565$119.49M0.0%+53.5%0.557%
5/18/2026 EverSource Wealth Advisors LLC2,672$481K0.0%+59.6%0.002%
5/18/2026 California State Teachers Retirement System197,776$35.61M0.0%-2.8%0.166%
5/18/2026 Royal Bank of Canada272,649$49.10M0.0%-14.7%0.229%
5/18/2026 Empowered Funds LLC11,819$2.13M0.0%+276.0%0.010%
5/16/2026 The Manufacturers Life Insurance Company 62,991$11.34M0.0%-9.2%0.053%
5/16/2026 Quantinno Capital Management LP86,147$15.51M0.0%-45.5%0.072%
5/16/2026 Soroban Capital Partners LP4,184,569$753.52M1.5%+310.5%3.514%
5/16/2026 SummitTX Capital L.P.11,469$2.07M0.1%N/A0.010%
5/16/2026 Lazard Asset Management LLC1,236,747$222.70M0.4%+0.0%1.039%
5/15/2026 Weiss Asset Management LP2,568$462K0.0%N/A0.002%
5/15/2026 OMERS ADMINISTRATION Corp5,802$1.05M0.0%+31.4%0.005%
5/15/2026 Bradley Foster & Sargent Inc. CT13,143$2.37M0.0%+400.9%0.011%
5/15/2026 Waverly Advisors LLC5,157$929K0.0%+47.3%0.004%
5/15/2026 Wealth Alliance LLC1,326$239K0.0%+19.9%0.001%
5/15/2026 Bridgewater Advisors Inc.1,388$250K0.0%-5.3%0.001%
5/14/2026 Healthcare of Ontario Pension Plan Trust Fund28,110$5.06M0.0%+481.0%0.024%
5/14/2026 Morningstar Investment Management LLC11,641$2.10M0.1%+12.4%0.010%
5/14/2026 Public Employees Retirement System of Ohio35,512$6.40M0.0%-3.3%0.030%
5/14/2026 Compound Planning Inc.1,783$321K0.0%-15.3%0.001%
5/14/2026 Arrowstreet Capital Limited Partnership430,867$77.59M0.0%+19,912.4%0.362%
5/14/2026 Caxton Associates LLP6,846$1.23M0.0%N/A0.006%
5/14/2026 Clarkston Capital Partners LLC4,109$740K0.1%N/A0.003%
5/14/2026 Inceptionr LLC5,850$1.05M0.3%+173.4%0.005%
5/14/2026 Bank of Nova Scotia16,913$3.05M0.0%-13.7%0.014%
5/14/2026 Gibbs Wealth Management3,074$554K0.1%+20.9%0.003%
5/14/2026 Sei Investments Co.377,600$67.99M0.1%+49.1%0.317%
5/14/2026 Lido Advisors LLC9,039$1.63M0.0%+8.7%0.008%
5/14/2026 State of Wyoming315$57K0.0%-22.8%0.000%
5/13/2026 Cetera Investment Advisers28,013$5.04M0.0%+16.2%0.024%
5/13/2026 Coronation Fund Managers Ltd.5,971$1.08M0.0%N/A0.005%
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5/13/2026 Fairbanks Capital Management Inc.23,115$4.16M2.6%+24.3%0.019%
5/13/2026 NewEdge Wealth LLC16,500$2.97M0.0%-13.9%0.014%
5/13/2026 First Trust Advisors LP8,166$1.47M0.0%-54.6%0.007%
5/12/2026 Danica Pension Livsforsikringsaktieselskab107,942$19.44M0.4%N/A0.091%
5/12/2026 ABN Amro Investment Solutions6,617$1.19M0.0%-9.9%0.006%
5/8/2026 PNC Financial Services Group Inc.41,973$7.56M0.0%-3.6%0.035%
5/8/2026 Oslo Pensjonsforsikring AS226$41K0.0%N/A0.000%
5/8/2026 Long Road Investment Counsel LLC5,885$1.06M0.4%+42.2%0.005%
5/8/2026 Madison Asset Management LLC70,191$12.64M0.2%+114.3%0.059%
5/7/2026 Meeder Asset Management Inc.43,764$7.88M0.5%+9.9%0.037%
5/7/2026 Dimensional Fund Advisors LP1,101,940$198.41M0.0%+20.5%0.925%
5/7/2026 Parallel Advisors LLC897$162K0.0%+53.1%0.001%
5/7/2026 Cantillon Capital Management LLC1,791,379$322.57M2.1%+3.9%1.504%
5/7/2026 KBC Group NV24,067$4.33M0.0%-25.5%0.020%
5/7/2026 SEB Asset Management AB23,963$4.32M0.0%N/A0.020%
5/7/2026 Swiss National Bank359,160$64.67M0.0%+5.9%0.302%
5/7/2026 Mediolanum International Funds Ltd32,702$5.80M0.1%-82.0%0.027%
5/6/2026 California Public Employees Retirement System160,205$28.85M0.0%-26.2%0.135%
5/6/2026 Modera Wealth Management LLC1,444$260K0.0%+13.2%0.001%
5/6/2026 Assetmark Inc.20,235$3.64M0.0%+4.7%0.017%
5/6/2026 Clearstead Trust LLC331$60K0.0%-28.0%0.000%
5/6/2026 Bessemer Group Inc.471,025$84.82M0.1%-19.7%0.396%
5/5/2026 Wealthfront Advisers LLC7,824$1.41M0.0%-9.8%0.007%
5/5/2026 Marks Group Wealth Management Inc2,463$444K0.0%N/A0.002%
5/5/2026 Bank of New York Mellon Corp678,716$122.22M0.0%-1.3%0.570%
5/5/2026 Sanctuary Advisors LLC22,355$4.03M0.0%+14.1%0.019%
5/5/2026 Checchi Capital Advisers LLC1,160$209K0.0%N/A0.001%
5/4/2026 Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,665$300K0.0%-24.9%0.001%
5/4/2026 Bryn Mawr Trust Advisors LLC1,455$262K0.0%-4.5%0.001%
5/4/2026 Bleakley Financial Group LLC10,019$1.80M0.0%N/A0.008%
5/4/2026 State of Michigan Retirement System31,478$5.67M0.0%-1.9%0.026%
5/4/2026 Principal Financial Group Inc.136,107$24.51M0.0%+0.1%0.114%
5/4/2026 Chicago Partners Investment Group LLC4,161$743K0.0%+49.3%0.003%
5/4/2026 Applied Finance Capital Management LLC1,559$281K0.0%+16.6%0.001%
5/2/2026 LGT Fund Management Co Ltd.5,900$1.06M0.0%-67.1%0.005%
5/2/2026 Anchor Investment Management LLC222$40K0.0%-31.1%0.000%
5/2/2026 Carnegie Investment Counsel2,901$522K0.0%+5.4%0.002%
5/1/2026 Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,046$5.05M0.0%-1.5%0.024%
5/1/2026 Citizens Financial Group Inc. RI1,533$276K0.0%N/A0.001%
5/1/2026 Fifth Third Bancorp29,678$5.34M0.0%+295.7%0.025%
5/1/2026 Droms Strauss Advisors Inc. MO ADV5,435$979K0.3%+1.9%0.005%
5/1/2026 Simplicity Wealth LLC1,323$238K0.0%N/A0.001%
5/1/2026 Sequoia Financial Advisors LLC4,246$765K0.0%+4.3%0.004%
5/1/2026 Kornitzer Capital Management Inc. KS25,065$4.51M0.1%+8.2%0.021%
4/30/2026 Equitable Trust Co.18,399$3.31M0.2%-57.5%0.015%
4/30/2026 Hsbc Holdings PLC272,085$48.90M0.0%-1.6%0.229%
4/30/2026 Stronghold Wealth Management L.L.C.1,158$209K0.3%N/A0.001%
4/30/2026 Kestra Advisory Services LLC4,927$887K0.0%-26.2%0.004%
4/30/2026 Sumitomo Mitsui Trust Group Inc.263,809$47.50M0.0%-5.1%0.222%
4/30/2026 Oregon Public Employees Retirement Fund13,748$2.48M0.0%-2.1%0.012%
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4/29/2026 R Squared Ltd4,011$722K0.4%+121.4%0.003%
4/29/2026 Burney Co.8,920$1.61M0.1%-3.9%0.007%
4/29/2026 Swedbank AB55,799$10.05M0.0%+0.2%0.047%
4/28/2026 Whittier Trust Co. of Nevada Inc.273$50K0.0%-63.7%0.000%
4/28/2026 Whittier Trust Co.816$149K0.0%-15.4%0.001%
4/28/2026 Kepler Cheuvreux Suisse SA3,516$633K0.0%N/A0.003%
4/28/2026 V Square Quantitative Management LLC1,730$312K0.0%+3.8%0.001%
4/28/2026 QRG Capital Management Inc.1,686$304K0.0%-90.6%0.001%
4/27/2026 HB Wealth Management LLC21,322$3.84M0.0%+12.9%0.018%
4/27/2026 BIP Wealth LLC1,500$270K0.0%+18.1%0.001%


EFX Institutional Ownership - Frequently Asked Questions

During the previous two years, 905 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($3.25B), Capital International Investors ($1.40B), Harris Associates L P ($1.11B), State Street Corp ($1.10B), Massachusetts Financial Services Co. MA ($942.68M), Morgan Stanley ($921.81M), and Price T Rowe Associates Inc. MD ($914.10M).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 806 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 ($3.86M), Soroban Capital Partners LP ($3.17M), Price T Rowe Associates Inc. MD ($2.69M), Van ECK Associates Corp ($1.61M), Massachusetts Financial Services Co. MA ($1.35M), Generation Investment Management LLP ($1.25M), and JPMorgan Chase & Co. ($1.17M).

Institutional investors have bought a total of 21,730,463 shares in the last 24 months. This purchase volume represents approximately $4.83B in transactions.

Of the 356 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), Generation Investment Management LLP ($1.39M), JPMorgan Chase & Co. ($1.07M), and Boston Partners ($1.03M).

Institutional investors have sold a total of 21,224,053 shares in the last 24 months. This volume of shares sold represents approximately $4.80B in transactions.


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This page (NYSE:EFX) was last updated on 5/29/2026 by MarketBeat.com Staff.
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