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NYSE:EFX

Equifax - EFX Institutional Ownership

$200.79
+2.07 (+1.04%)
(As of 03/30/2023 10:45 AM ET)
Add
Compare
Today's Range
$200.00
$202.26
50-Day Range
$193.14
$230.65
52-Week Range
$145.98
$243.51
Volume
50,507 shs
Average Volume
790,652 shs
Market Capitalization
$24.74 billion
P/E Ratio
35.54
Dividend Yield
0.78%
Price Target
$212.40

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

Current
Institutional Ownership
Percentage
93.84%
Number of
Institutional Buyers
(last 12 months)
424
Total
Institutional Inflows
(last 12 months)
$11.90 B
Number of
Institutional Sellers
(last 12 months)
310
Total
Institutional Outflows
(last 12 months)
$3.57 B
Skip Chart & View Institutional Buying and Selling Data

EFX Institutional Buying and Selling by Quarter

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Equifax Major Shareholders & Ownership History

Reporting DateMajor Shareholder NameShares HeldMarket Value% of PortfolioQuarterly Change in SharesOwnership in CompanyDetails
3/15/2023B. Riley Wealth Advisors Inc.2,344$0.46M0.0%+13.8%0.002%
3/10/2023Victory Capital Management Inc.59,276$11.52M0.0%+16.4%0.048%
3/8/2023Capital Asset Advisory Services LLC1,270$0.27M0.0%-56.1%0.001%
3/6/2023Rockefeller Capital Management L.P.1,624$0.32M0.0%-8.2%0.001%
3/6/2023OLD Mission Capital LLC141$27K0.0%N/A0.000%
3/6/2023North Star Asset Management Inc.106,833$20.76M1.3%+1.8%0.087%
2/28/2023Voya Investment Management LLC60,580$11.77M0.0%+1.9%0.049%
2/24/2023Builder Investment Group Inc. ADV6,658$1.29M0.6%N/A0.005%
2/24/2023Natixis53,771$10.45M0.1%+604.5%0.044%
2/21/2023Macquarie Group Ltd.782,711$152.13M0.2%+25.9%0.639%
2/21/2023Northwestern Mutual Wealth Management Co.1,041$0.20M0.0%+5.8%0.001%
2/21/2023B. Riley Wealth Advisors Inc.2,344$0.46M0.0%+13.8%0.002%
2/21/2023Northwestern Mutual Investment Management Company LLC3,837$0.75M0.0%-15.6%0.003%
2/21/2023National Pension Service167,732$32.60M0.1%+3.6%0.137%
2/17/2023Truist Financial Corp59,702$11.60M0.0%-4.1%0.049%
2/17/2023Compass Wealth Management LLC275$53K0.0%N/A0.000%
2/16/2023Axxcess Wealth Management LLC1,361$0.26M0.0%+14.4%0.001%
2/16/2023American Trust1,113$0.22M0.0%N/A0.001%
2/16/2023GSB Wealth Management LLC1,069$0.21M0.1%N/A0.001%
2/16/2023Moneta Group Investment Advisors LLC38,814$7.54M0.2%+5.7%0.032%
2/16/2023Alliancebernstein L.P.157,373$30.59M0.0%+0.1%0.129%
2/16/2023United Capital Financial Advisers LLC1,440$0.28M0.0%+6.5%0.001%
2/16/2023Wellington Shields & Co. LLC9,631$1.87M0.4%-1.3%0.008%
2/15/2023Public Employees Retirement System of Ohio62,320$12.11M0.1%+2.1%0.051%
2/15/2023Steward Partners Investment Advisory LLC1,188$0.23M0.0%+4.4%0.001%
2/15/2023CI Private Wealth LLC14,971$2.91M0.0%N/A0.012%
2/15/2023Metropolitan Life Insurance Co NY6,942$1.35M0.1%-1.2%0.006%
2/15/2023MetLife Investment Management LLC34,376$6.68M0.1%-1.8%0.028%
2/15/2023Moneta Group Investment Advisors LLC38,813,671$7.54B0.2%+105,549.9%31.699%
2/15/2023State of Tennessee Treasury Department18,180$3.53M0.0%-7.4%0.015%
2/15/2023Apollon Wealth Management LLC1,535$0.30M0.0%N/A0.001%
2/15/2023Utah Retirement Systems21,591$4.20M0.1%-0.5%0.018%
2/15/2023Captrust Financial Advisors15,165$2.95M0.0%+0.5%0.012%
2/15/2023Annandale Capital LLC2,515$0.49M0.2%N/A0.002%
2/15/20231832 Asset Management L.P.311,404$60.52M0.1%-7.7%0.254%
2/15/2023Cerity Partners LLC3,052$0.60M0.0%+33.0%0.002%
2/15/2023Virtu Financial LLC1,705$0.33M0.0%N/A0.001%
2/15/2023State of Wisconsin Investment Board105,669$20.54M0.1%+4.7%0.086%
2/15/2023Sun Life Financial Inc.2,533$0.50M0.0%-8.6%0.002%
2/15/2023Schonfeld Strategic Advisors LLC13,100$2.55M0.0%-47.5%0.011%
2/15/2023Shorepoint Capital Partners LLC4,800$0.93M0.3%N/A0.004%
2/15/2023T. Rowe Price Investment Management Inc.8,935,666$1.74B1.3%+77.8%7.298%
2/15/2023Legal & General Group Plc745,005$144.80M0.1%-5.1%0.608%
2/15/2023Linscomb & Williams Inc.3,064$0.60M0.0%+18.9%0.003%
2/15/2023Liontrust Investment Partners LLP30,382$5.91M0.1%-83.3%0.025%
2/15/2023Mackenzie Financial Corp784,010$152.38M0.3%-0.3%0.640%
2/15/2023Morgan Stanley5,226,424$1.02B0.1%+11.4%4.268%
2/15/2023Mariner LLC11,694$2.27M0.0%+6.4%0.010%
2/15/2023Meridian Wealth Management LLC1,076$0.21M0.0%N/A0.001%
2/15/2023Nissay Asset Management Corp Japan ADV14,120$2.74M0.0%-0.9%0.012%
2/15/2023Norges Bank1,183,329$229.99M0.1%N/A0.966%
2/15/2023Durable Capital Partners LP331,615$64.45M0.7%N/A0.271%
2/15/2023First Manhattan Co.2,596$0.51M0.0%+53.3%0.002%
2/15/2023Fjarde AP Fonden Fourth Swedish National Pension Fund21,844$4.25M0.1%-21.8%0.018%
2/15/2023Fundsmith LLP495,301$96.27M0.4%-0.1%0.405%
2/15/2023Ancora Advisors LLC2,193$0.43M0.0%+5.8%0.002%
2/15/2023Bamco Inc. NY3,700$0.72M0.0%-38.3%0.003%
2/15/2023Bradley Foster & Sargent Inc. CT9,042$1.76M0.0%N/A0.007%
2/15/2023Axxcess Wealth Management LLC1,361$0.26M0.0%+14.4%0.001%
2/15/2023Caisse DE Depot ET Placement DU Quebec14,393$2.80M0.0%+42.6%0.012%
2/15/2023Harris Associates L P1,430,188$277.97M0.6%-5.8%1.168%
2/15/2023Jefferies Financial Group Inc.1,249$0.24M0.0%N/A0.001%
2/14/2023Oxford Financial Group Ltd.1,714$0.33M0.0%+17.2%0.001%
2/14/2023Meeder Asset Management Inc.1,519$0.30M0.0%-45.3%0.001%
2/14/2023Advisor Partners II LLC5,902$1.15M0.1%+28.8%0.005%
2/14/2023Price T Rowe Associates Inc. MD1,201,008$233.43M0.0%+69.0%0.981%
2/14/2023Meiji Yasuda Asset Management Co Ltd.1,209$0.24M0.0%-6.2%0.001%
2/14/2023Cetera Advisor Networks LLC5,019$0.98M0.0%N/A0.004%
2/14/2023Cetera Investment Advisers4,721$0.92M0.0%+66.3%0.004%
2/14/2023Amundi141,696$30.26M0.0%+72.0%0.116%
2/14/2023Laurel Wealth Advisors Inc.3,075$0.60M0.1%-8.7%0.003%
2/14/2023Allstate Investment Management Co.4,849$0.94M0.0%N/A0.004%
2/14/2023Siemens Fonds Invest GmbH1,031$0.20M0.0%-18.6%0.001%
2/14/2023Concentric Capital Strategies LP2,244$0.44M0.2%N/A0.002%
2/14/2023Penserra Capital Management LLC637$0.12M0.0%+8.5%0.001%
2/14/2023Quantinno Capital Management LP6,223$1.21M0.1%+12.4%0.005%
2/14/2023Townsquare Capital LLC2,750$0.54M0.0%+75.4%0.002%
2/13/2023C Partners Holding GmbH106,236$20.65M4.1%+36.3%0.087%
2/13/2023Pathstone Family Office LLC3,680$0.72M0.0%+37.0%0.003%
2/13/2023First Republic Investment Management Inc.6,372$1.24M0.0%+5.1%0.005%
2/13/2023Charles Schwab Investment Management Inc.616,690$119.86M0.0%+2.7%0.504%
2/13/2023Deutsche Bank AG175,570$34.12M0.0%+4.2%0.143%
2/13/2023EdgePoint Investment Group Inc.810,358$157.50M1.7%N/A0.662%
2/13/2023Brown Advisory Inc.39,023$7.59M0.0%-49.7%0.032%
2/13/2023Roundview Capital LLC2,134$0.42M0.0%-3.6%0.002%
2/13/2023RBO & Co. LLC70,770$13.76M2.4%+0.6%0.058%
2/13/2023Baird Financial Group Inc.58,558$11.38M0.0%-5.7%0.048%
2/13/2023BOKF NA1,038$0.20M0.0%N/A0.001%
2/13/2023CIBC Asset Management Inc17,559$3.41M0.0%+7.2%0.014%
2/13/2023Bessemer Group Inc.907,267$176.34M0.4%-1.3%0.741%
2/13/2023Panagora Asset Management Inc.6,760$1.31M0.0%-14.2%0.006%
2/13/2023Natixis Investment Managers International2,110$0.41M0.0%+43.1%0.002%
2/13/2023Natixis53,771$10.45M0.0%+604.5%0.044%
2/13/2023Seeyond4,212$0.82M0.1%-23.4%0.003%
2/13/2023Wealth Alliance1,247$0.24M0.0%+5.7%0.001%
2/13/2023AXS Investments LLC7,391$2.19M0.8%N/A0.006%
2/13/2023Wells Fargo & Company MN482,650$93.81M0.0%-4.0%0.394%
2/13/2023Heritage Wealth Management LLC5,134$1M0.1%+132.0%0.004%
2/13/2023Barclays PLC281,585$54.73M0.0%+66.0%0.230%
2/13/2023The Manufacturers Life Insurance Company 88,552$17.21M0.0%-4.9%0.072%
(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, 731 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($2.29B), Massachusetts Financial Services Co. MA ($2.13B), T. Rowe Price Investment Management Inc. ($1.74B), BlackRock Inc. ($1.50B), Morgan Stanley ($1.02B), Generation Investment Management LLP ($931.80M), and FMR LLC ($850.06M).Learn more on EFX's institutional investors.

What percentage of Equifax stock is owned by institutional investors?

93.84% 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 629 institutional investors that purchased Equifax stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Moneta Group Investment Advisors LLC ($38.78M), T. Rowe Price Investment Management Inc. ($3.91M), Massachusetts Financial Services Co. MA ($2.67M), AKO Capital LLP ($2.22M), FMR LLC ($2.16M), Norges Bank ($2.14M), and JPMorgan Chase & Co. ($2.03M).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 83,052,191 shares in the last 24 months. This purchase volume represents approximately $17.26B in transactions.

Which Equifax major shareholders have been selling company stock?

Of the 430 institutional investors that sold Equifax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Capital International Investors ($5.09M), Price T Rowe Associates Inc. MD ($4.40M), Mackenzie Financial Corp ($2.83M), Generation Investment Management LLP ($1.87M), JPMorgan Chase & Co. ($1.38M), AKO Capital LLP ($1.02M), and Capital Research Global Investors ($0.98M).

How much institutional selling is happening at Equifax?

Institutional investors have sold a total of 32,417,256 shares in the last 24 months. This volume of shares sold represents approximately $7.15B in transactions.

This page (NYSE:EFX) was last updated on 3/30/2023 by MarketBeat.com Staff