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Equifax (EFX) Institutional Ownership

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$177.31 +0.26 (+0.15%)
As of 09/4/2026 03:58 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)
511
Total
Institutional Inflows
(last 12 months)
$11.77B
Number of
Institutional Sellers
(last 12 months)
314
Total
Institutional Outflows
(last 12 months)
$4.34B
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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
8/27/2026 VELA Investment Management LLC24,643$3.91M0.8%+25.9%0.021%
8/27/2026 Corient Private Wealth LP17,585$2.79M0.0%-23.3%0.015%
8/26/2026 Amundi602,081$95.56M0.0%-9.3%0.512%
8/26/2026 HighTower Advisors LLC12,533$1.99M0.0%-33.4%0.011%
8/24/2026 California State Teachers Retirement System30,785,331$4.89B0.0%+15,465.8%26.203%
8/23/2026 VELA Investment Management LLC25,925$4.12M0.9%+25.6%0.022%
8/23/2026 HB Wealth Management LLC20,888$3.32M0.0%-2.0%0.018%
8/23/2026 Saudi Central Bank8,444$1.34M0.0%+86.9%0.007%
8/22/2026 AlphaGrep UK Ltd3,742$594K0.2%N/A0.003%
8/22/2026 Raiffeisen Bank International AG3,590$569K0.0%+1.5%0.003%
8/22/2026 Knollwood Investment Advisory LLC7,465$1.19M0.1%-18.9%0.006%
8/22/2026 TD Waterhouse Canada Inc.1,100$178K0.0%+1,000.0%0.001%
8/22/2026 Premier Path Wealth Partners LLC2,514$399K0.0%-45.6%0.002%
8/22/2026 Concurrent Investment Advisors LLC3,296$523K0.0%+16.7%0.003%
8/22/2026 NEOS Investment Management LLC20,011$3.18M0.0%+13.9%0.017%
8/22/2026 Allen Mooney & Barnes Investment Advisors LLC28,655$4.55M0.7%-1.0%0.024%
8/21/2026 Athena Investment Management2,338$371K0.2%-10.4%0.002%
8/21/2026 Strengthening Families & Communities LLC10,898$1.73M0.4%+2.9%0.009%
8/21/2026 Nykredit A S38,231$6.07M0.0%N/A0.033%
8/21/2026 Thrive Wealth Management LLC1,315$209K0.0%-30.7%0.001%
8/21/2026 Legacy Financial Advisors Inc.4,810$764K0.1%+7.4%0.004%
8/20/2026 Quantitative Investment Management LLC21,518$3.42M0.4%+460.2%0.018%
8/20/2026 Northwestern Mutual Wealth Management Co.2,723$432K0.0%-19.8%0.002%
8/19/2026 UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC1,192,831$189.33M0.0%+9.1%1.015%
8/19/2026 New Mexico Educational Retirement Board6,005$953K0.0%+5.3%0.005%
8/19/2026 Toth Financial Advisory Corp28,906$4.59M0.4%-14.1%0.025%
8/19/2026 Mufg Securities Americas Inc.3,587$569K0.0%+7.7%0.003%
8/19/2026 Van ECK Associates Corp35,096$5.57M0.0%-97.8%0.030%
8/19/2026 Nissay Asset Management Corp Japan16,241$2.58M0.0%+2.7%0.014%
8/19/2026 Hsbc Holdings PLC312,946$49.48M0.0%+15.0%0.266%
8/19/2026 Wellington Management Group LLP22,764$3.61M0.0%+1.7%0.019%
8/18/2026 Beacon Pointe Advisors LLC1,900$302K0.0%N/A0.002%
8/18/2026 Livforsakringsbolaget Skandia Omsesidigt877$139K0.0%N/A0.001%
8/18/2026 Rakuten Investment Management Inc.19,565$3.10M0.0%N/A0.017%
8/18/2026 North Star Asset Management Inc.125,367$19.90M0.8%N/A0.107%
8/18/2026 Empowered Funds LLC15,945$2.53M0.0%N/A0.014%
8/18/2026 United Capital Financial Advisors LLC2,925$464K0.0%N/A0.002%
8/18/2026 Public Employees Retirement System of Ohio35,463$5.63M0.0%N/A0.030%
8/17/2026 Transamerica Financial Advisors LLC766$122K0.0%N/A0.001%
8/17/2026 Corient Private Wealth LP18,132$2.88M0.0%N/A0.015%
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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 Company59,904$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%
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%
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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%


EFX Institutional Ownership - Frequently Asked Questions

During the previous two years, 909 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were California State Teachers Retirement System ($4.89B), 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), and Massachusetts Financial Services Co. MA ($942.68M).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 810 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: California State Teachers Retirement System ($30.59M), 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), and Bank of America Corp DE ($1.98M).

Institutional investors have bought a total of 67,723,135 shares in the last 24 months. This purchase volume represents approximately $11.77B in transactions.

Of the 314 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 20,224,508 shares in the last 24 months. This volume of shares sold represents approximately $4.34B 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 8/27/2026. New 13F filings are added each quarter as they're published.
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