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Equifax (EFX) Institutional Ownership

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$176.80 -4.05 (-2.24%)
Closing price 08/17/2026 03:58 PM Eastern
Extended Trading
$176.83 +0.03 (+0.02%)
As of 09:13 AM Eastern
Extended trading is trading that happens on electronic markets outside of regular trading hours. This is a fair market value extended hours price provided by Massive. Learn more.
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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)
509
Total
Institutional Inflows
(last 12 months)
$6.86B
Number of
Institutional Sellers
(last 12 months)
313
Total
Institutional Outflows
(last 12 months)
$4.12B
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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
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%
8/17/2026 Corient Private Wealth LP18,132$2.88M0.0%N/A0.015%
8/17/2026 Palogic Value Management L.P.1,713$272K0.1%N/A0.001%
8/17/2026 Bamco Inc. NY2,668$423K0.0%N/A0.002%
8/17/2026 Bank of America Corp DE1,179,532$187.22M0.0%N/A1.004%
8/15/2026 Man Group plc517,102$82.07M0.1%N/A0.440%
8/15/2026 Jupiter Topco LLC14,357$2.28M0.0%N/A0.012%
8/14/2026 Hsbc Holdings PLC312,946$49.48M0.0%N/A0.266%
8/14/2026 Canada Pension Plan Investment Board252,192$40.03M0.0%N/A0.215%
8/14/2026 Osterweis Capital Management Inc.210$33K0.0%N/A0.000%
8/14/2026 Legal & General Group Plc676,765$107.42M0.0%N/A0.576%
8/14/2026 The Manufacturers Life Insurance Company 59,904$9.51M0.0%N/A0.051%
8/14/2026 Sone Capital Management LLC14,945$2.37M0.2%N/A0.013%
8/14/2026 Aberdeen Wealth Management LLC2,900$460K0.2%N/A0.002%
8/13/2026 Theleme Partners LLP574,213$91.14M5.4%N/A0.489%
8/13/2026 Meritage Group LP155,295$24.65M0.9%N/A0.132%
8/13/2026 Cibc World Market Inc.126,961$20.15M0.0%N/A0.108%
8/13/2026 OMERS ADMINISTRATION Corp6,533$1.04M0.0%N/A0.006%
8/13/2026 Osmosis Investment Management UK Ltd2,777$441K0.0%N/A0.002%
8/13/2026 Sanctuary Advisors LLC13,965$2.22M0.0%N/A0.012%
8/13/2026 Connor Clark & Lunn Investment Management Ltd.23,763$3.77M0.0%N/A0.020%
8/13/2026 Bank of Nova Scotia12,611$2.00M0.0%N/A0.011%
8/12/2026 Elevation Point Wealth Partners LLC3,040$483K0.0%N/A0.003%
8/12/2026 Daiichi Life Insurance Co. Ltd.3,886$617K0.0%N/A0.003%
8/12/2026 Commerce Bank16,072$2.55M0.0%N/A0.014%
8/12/2026 Weitz Investment Management Inc.191,980$30.47M2.1%N/A0.163%
8/12/2026 Northwestern Mutual Wealth Management Co.2,723$432K0.0%N/A0.002%
8/12/2026 Quantbot Technologies LP2,945$467K0.0%N/A0.003%
8/12/2026 Evolve Private Wealth LLC3,743$594K0.0%N/A0.003%
8/12/2026 Westpac Banking Corp791$126K0.0%N/A0.001%
8/12/2026 Korea Investment CORP29,556$4.69M0.0%N/A0.025%
8/12/2026 EP Wealth Advisors LLC2,051$326K0.0%N/A0.002%
8/12/2026 Ieq Capital LLC85,221$13.53M0.1%N/A0.073%
8/12/2026 Callan Family Office LLC3,581$568K0.0%N/A0.003%
8/11/2026 Allworth Financial LP3,802$604K0.0%N/A0.003%
8/11/2026 B. Metzler seel. Sohn & Co. AG2,916$463K0.0%N/A0.002%
8/11/2026 Advisors Capital Management LLC2,260$359K0.0%N/A0.002%
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8/11/2026 Vise Technologies Inc.1,880$298K0.0%N/A0.002%
8/10/2026 Knuff & Co LLC17,600$2.79M0.7%N/A0.015%
8/10/2026 NewEdge Wealth LLC14,296$2.27M0.0%N/A0.012%
8/10/2026 Generation Investment Management LLP1,832,583$290.87M2.8%N/A1.560%
8/10/2026 Danica Pension Livsforsikringsaktieselskab109,260$17.34M0.3%N/A0.093%
8/10/2026 Danske Bank A S44,342$7.04M0.0%N/A0.038%
8/8/2026 Wealthfront Advisers LLC7,540$1.20M0.0%N/A0.006%
8/8/2026 Meeder Asset Management Inc.32,601$5.17M0.3%N/A0.028%
8/7/2026 Citizens Financial Group Inc. RI2,740$435K0.0%N/A0.002%
8/7/2026 Texas Capital Bank Wealth Management Services Inc8,267$1.31M0.1%N/A0.007%
8/7/2026 UNIVEST FINANCIAL Corp5,250$833K0.0%N/A0.004%
8/7/2026 BlackRock Inc.9,396,150$1.49B0.0%N/A7.997%
8/7/2026 Pallas Capital Advisors LLC2,206$350K0.0%N/A0.002%
8/7/2026 Deutsche Bank AG498,905$79.19M0.0%N/A0.425%
8/7/2026 Mitsubishi UFJ Asset Management Co. Ltd.1,101,579$174.84M0.1%N/A0.938%
8/7/2026 Plato Investment Management Ltd5,094$804K0.0%N/A0.004%
8/7/2026 Simplicity Wealth LLC1,639$260K0.0%N/A0.001%
8/7/2026 Diamond Hill Capital Management LLC Investment Advisor199,342$31.64M0.3%N/A0.170%
8/6/2026 Global Retirement Partners LLC294$47K0.0%N/A0.000%
8/6/2026 Bank of New York Mellon Corp582,933$92.52M0.0%N/A0.496%
8/6/2026 Focus Partners Advisor Solutions LLC6,808$1.08M0.0%N/A0.006%
8/6/2026 State of Wyoming1,317$209K0.0%N/A0.001%
8/6/2026 Kelleher Financial Advisors540$86K0.0%N/A0.000%
8/6/2026 GSA Capital Partners LLP3,597$571K0.0%N/A0.003%
8/6/2026 Stoneridge Investment Partners LLC2,501$432K0.3%N/A0.002%
8/6/2026 Clearstead Trust LLC174$28K0.0%N/A0.000%
8/5/2026 Bridgewater Advisors Inc.1,351$233K0.0%N/A0.001%
8/3/2026 BIP Wealth LLC1,505$239K0.0%N/A0.001%
8/3/2026 Oppenheimer Asset Management Inc.48,597$7.71M0.1%N/A0.041%
8/3/2026 Bryn Mawr Trust Advisors LLC1,401$222K0.0%N/A0.001%
7/10/2026 Trinity Street Asset Management LLP145,540$23.10M1.2%+2.6%0.122%
7/10/2026 Butensky & Cohen Financial Security Inc.18,669$2.96M0.7%+3.7%0.016%
7/10/2026 Tema ETFs LLC2,565$407K0.0%+7.7%0.002%
7/10/2026 Handelsbanken Fonder AB34,154$5.42M0.0%-14.0%0.029%
7/8/2026 Czech National Bank33,892$5.38M0.0%+3.4%0.028%
7/8/2026 PensionDanmark Pensionsforsikringsaktieselskab29,915$4.75M0.0%+5.7%0.025%
7/8/2026 Assenagon Asset Management S.A.371,613$58.98M0.1%+160.2%0.312%
7/8/2026 Thrive Wealth Management LLC1,315$209K0.0%-30.7%0.001%
7/7/2026 GAMMA Investing LLC2,530$402K0.0%-42.1%0.002%
7/2/2026 MassMutual Private Wealth & Trust FSB370$59K0.0%-19.4%0.000%
7/2/2026 Versant Capital Management Inc556$88K0.0%-38.4%0.000%
7/2/2026 CX Institutional160$25K0.0%-91.9%0.000%
7/1/2026 First Financial Bank Trust Division3,197$507K0.0%-2.5%0.003%
6/23/2026 Ballast Advisors LLC185$33K0.0%N/A0.000%
6/18/2026 Pacer Advisors Inc.9,770$1.76M0.0%-1.3%0.008%
6/15/2026 Carmignac Gestion364,605$65.62M1.0%-51.4%0.306%
6/3/2026 NewEdge Advisors LLC2,208$398K0.0%+2,625.9%0.002%
6/1/2026 Caerus Investment Advisors LLC1,937$349K0.1%N/A0.002%
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%
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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%
5/19/2026Janus 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%
5/18/2026California State Teachers Retirement System197,776$35.61M0.0%-2.8%0.166%


EFX Institutional Ownership - Frequently Asked Questions

During the previous two years, 902 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 803 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 36,752,465 shares in the last 24 months. This purchase volume represents approximately $6.86B in transactions.

Of the 312 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 ($1.16M), Boston Partners ($986.28K), and Macquarie Group Ltd. ($777.87K).

Institutional investors have sold a total of 18,755,759 shares in the last 24 months. This volume of shares sold represents approximately $4.12B in transactions.


Related Companies

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 8/18/2026. New 13F filings are added each quarter as they're published.
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