Equifax (EFX) Institutional Ownership

$221.86
-2.60 (-1.16%)
(As of 12:09 PM ET)

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

Current
Institutional Ownership
Percentage
96.20%
Number of
Institutional Buyers
(last 12 months)
388
Total
Institutional Inflows
(last 12 months)
$3.96B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$3.07B
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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
4/24/2024Assenagon Asset Management S.A.7,401$1.98M0.0%-36.3%0.006%
4/23/2024Global Retirement Partners LLC120$32K0.0%-76.2%0.000%
4/23/2024Louisiana State Employees Retirement System7,200$1.93M0.0%-4.0%0.006%
4/23/2024Amalgamated Bank26,221$7.02M0.1%-15.7%0.021%
4/23/2024New Mexico Educational Retirement Board6,205$1.66M0.1%-3.1%0.005%
4/23/2024TrueWealth Advisors LLC1,387$371K0.1%-7.8%0.001%
4/23/2024Wesbanco Bank Inc.3,453$924K0.0%+164.8%0.003%
4/22/2024Compound Global Advisors LLC24,472$6.55M1.0%N/A0.020%
4/22/2024Nicholas Hoffman & Company LLC.766$205K0.0%-34.2%0.001%
4/22/2024Rovin Capital UT ADV2,658$711K0.3%+6.9%0.002%
4/22/2024Donaldson Capital Management LLC4,214$1.13M0.0%-1.7%0.003%
4/22/2024Raymond James & Associates371,838$99.47M0.1%+8.7%0.299%
4/22/2024Investors Asset Management of Georgia Inc. GA ADV98,554$26.37M12.4%-1.7%0.079%
4/22/2024IFM Investors Pty Ltd25,661$6.87M0.1%-0.4%0.021%
4/22/2024Everpar Advisors LLC1,840$492K0.3%-43.2%0.001%
4/20/2024Maryland State Retirement & Pension System9,562$2.56M0.0%+2.8%0.008%
4/19/2024First Trust Direct Indexing L.P.3,557$952K0.1%+12.1%0.003%
4/19/2024Norden Group LLC6,604$1.77M0.0%N/A0.005%
4/19/2024State of Alaska Department of Revenue13,371$3.58M0.0%+0.5%0.011%
4/19/2024Yoder Wealth Management Inc.791$212K0.1%N/A0.001%
4/19/2024Olstein Capital Management L.P.10,000$2.68M0.4%-25.9%0.008%
4/19/2024Sumitomo Mitsui Trust Holdings Inc.292,914$78.36M0.1%+1.1%0.236%
4/18/2024Eagle Ridge Investment Management2,753$736K0.1%-2.7%0.002%
4/18/2024Cullinan Associates Inc.4,750$1.27M0.1%-5.0%0.004%
4/18/2024Allspring Global Investments Holdings LLC5,948$1.59M0.0%-2.4%0.005%
4/18/2024Vaughan Nelson Investment Management L.P.97,931$26.20M0.2%+15.6%0.079%
4/18/2024Steele Capital Management Inc.1,200$321K0.0%-13.6%0.001%
4/18/2024LVW Advisors LLC3,040$813K0.1%-2.3%0.002%
4/18/2024Blue Zone Wealth Advisors LLC21,739$5.82M2.0%+1.2%0.017%
4/17/2024Hennion & Walsh Asset Management Inc.3,088$826K0.0%-3.0%0.002%
4/16/2024Artemis Investment Management LLP34,381$9.20M0.1%-28.4%0.028%
4/16/2024Thrive Wealth Management LLC1,102$295K0.1%+8.8%0.001%
4/16/2024Seed Wealth Management Inc.800$209K0.2%N/A0.001%
4/16/2024Wealth Enhancement Advisory Services LLC10,866$2.91M0.0%-2.6%0.009%
4/15/2024Brookstone Capital Management24,590$6.58M0.1%-1.0%0.020%
4/15/2024Thompson Investment Management Inc.15,419$4.13M0.6%-1.8%0.012%
4/13/2024 First Financial Corp IN209$56K0.0%N/A0.000%
4/12/2024 Allen Mooney & Barnes Investment Advisors LLC28,801$7.18M1.4%-0.2%0.023%
4/12/2024 Global Assets Advisory LLC17,730$4.74M0.0%N/A0.014%
4/11/2024 Ballentine Partners LLC1,038$278K0.0%+5.1%0.001%
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4/11/2024 &PARTNERS1,297$347K0.0%+17.9%0.001%
4/11/2024 MJP Associates Inc. ADV1,383$370K0.1%+21.6%0.001%
4/11/2024 Gulf International Bank UK Ltd10,125$2.71M0.1%+0.8%0.008%
4/11/2024 Financiere des Professionnels Fonds d investissement inc.5,892$1.58M0.1%-58.8%0.005%
4/10/2024 Park Avenue Securities LLC4,059$1.09M0.0%+16.8%0.003%
4/10/2024 American National Bank2,900$776K0.1%N/A0.002%
4/10/2024 Wedmont Private Capital2,176$572K0.0%+5.7%0.002%
4/10/2024 Czech National Bank21,694$5.80M0.1%+0.5%0.017%
4/9/2024 Welch Group LLC831$222K0.0%N/A0.001%
4/9/2024 Mather Group LLC.442$109K0.0%N/A0.000%
4/5/2024 Butensky & Cohen Financial Security Inc.16,818$4.50M1.4%-2.5%0.014%
4/5/2024 GAMMA Investing LLC978$262K0.1%+28.0%0.001%
4/5/2024 Compass Wealth Management LLC200$54K0.0%-27.3%0.000%
4/5/2024 CWM LLC1,414$378K0.0%+4.7%0.001%
4/1/2024 First Financial Bank Trust Division4,998$1.34M0.1%-4.4%0.004%
3/27/2024Nomura Holdings Inc.3,709$917K0.0%N/A0.003%
3/26/2024HighPoint Advisor Group LLC1,623$424K0.0%N/A0.001%
3/22/2024PNC Financial Services Group Inc.33,920$8.39M0.0%+3.3%0.027%
3/15/2024B. Riley Wealth Advisors Inc.931$230K0.0%-35.7%0.001%
3/12/2024Rovin Capital UT ADV2,487$615K0.3%+18.6%0.002%
3/11/2024Vanguard Group Inc.13,895,487$3.44B0.1%+1.5%11.210%
3/8/2024Trust Co. of Vermont405$100K0.0%+170.0%0.000%
3/5/2024Wellington Management Group LLP153,494$37.96M0.0%-8.0%0.124%
3/1/2024Royal London Asset Management Ltd.53,461$13.22M0.0%+1.6%0.043%
3/1/2024Goldman Sachs Group Inc.739,492$182.87M0.0%+70.2%0.597%
3/1/2024Pineridge Advisors LLC222$55K0.0%N/A0.000%
2/28/2024American International Group Inc.33,609$8.31M0.0%-0.1%0.027%
2/26/2024Syon Capital LLC1,314$325K0.0%+17.2%0.001%
2/26/2024Integrated Advisors Network LLC1,233$305K0.0%N/A0.001%
2/26/2024Virtu Financial LLC3,509$868K0.1%+49.8%0.003%
2/26/2024Teachers Retirement System of The State of Kentucky10,550$2.61M0.0%-4.3%0.009%
2/23/2024Chicago Partners Investment Group LLC2,250$557K0.0%-47.5%0.002%
2/22/2024Sierra Summit Advisors LLC845$209K0.1%N/A0.001%
2/22/2024Auxier Asset Management1,000$247K0.0%N/A0.001%
2/21/2024Novak & Powell Financial Services Inc.3,932$972K0.6%N/A0.003%
2/15/2024Osterweis Capital Management Inc.300$74K0.0%-46.4%0.000%
2/15/2024Gillson Capital LP28,877$7.14M0.8%N/A0.023%
2/15/2024Harris Associates L P1,074,240$265.65M0.5%-2.9%0.872%
2/15/2024Brown Capital Management LLC15,391$3.81M0.1%-1.2%0.012%
2/15/2024Bridgefront Capital LLC5,150$1.27M1.0%N/A0.004%
2/14/2024Washington Trust Bank1,000$247K0.0%N/A0.001%
2/14/2024Frontier Capital Management Co. LLC267,246$66.09M0.7%+1.8%0.217%
2/14/2024Oribel Capital Management LP181,700$44.93M3.0%+273.1%0.147%
2/14/2024Veritas Asset Management LLP1,424,729$352.32M2.5%-20.4%1.156%
2/14/2024C Partners Holding GmbH116,896$28.91M8.2%-41.3%0.095%
2/14/2024Elo Mutual Pension Insurance Co10,740$2.66M0.1%+4.6%0.009%
2/14/2024Sei Investments Co.133,719$33.07M0.1%+111.7%0.109%
2/14/2024Shell Asset Management Co.8,203$2.03M0.1%-51.1%0.007%
2/14/2024Generation Investment Management LLP3,856,248$953.61M4.3%+8.4%3.130%
2/14/2024Natixis Investment Managers International1,985$491K0.0%+133.5%0.002%
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2/14/2024Personal CFO Solutions LLC1,132$280K0.0%N/A0.001%
2/14/2024Seven Eight Capital LP6,555$1.62M0.2%-28.7%0.005%
2/14/2024Prudential PLC4,786$1.18M0.0%+15.8%0.004%
2/13/2024Envestnet Asset Management Inc.236,623$58.51M0.0%+16.1%0.192%
2/13/2024Northern Trust Corp1,229,169$303.96M0.1%-1.8%0.998%
2/13/2024Pinebridge Investments L.P.126,288$31.24M0.3%+73.7%0.102%
2/13/2024American International Group Inc.33,609$8.31M0.0%-0.1%0.027%
2/13/2024Cibc World Markets Corp15,846$3.92M0.0%+134.0%0.013%
2/13/2024Public Employees Retirement Association of Colorado13,677$3.38M0.0%+48.5%0.011%
2/13/20241832 Asset Management L.P.4,028$996K0.0%-98.5%0.003%
(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, 679 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Vanguard Group Inc. ($3.44B), Capital International Investors ($3.39B), BlackRock Inc. ($2.14B), Massachusetts Financial Services Co. MA ($1.33B), State Street Corp ($1.09B), Generation Investment Management LLP ($953.61M), and Morgan Stanley ($913.93M).Learn more on EFX's institutional investors.

What percentage of Equifax stock is owned by institutional investors?

96.20% 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 559 institutional investors that purchased Equifax stock in the last 24 months, the following investors and hedge funds have bought the highest volume of shares: Veritas Asset Management LLP ($2.92M), Parnassus Investments LLC ($2.01M), Massachusetts Financial Services Co. MA ($1.83M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.27M), Harris Associates L P ($965.99K), Van ECK Associates Corp ($963.88K), and Price T Rowe Associates Inc. MD ($949.41K).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 32,200,979 shares in the last 24 months. This purchase volume represents approximately $6.90B in transactions.

Which Equifax major shareholders have been selling company stock?

Of the 413 institutional investors that sold Equifax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: Price T Rowe Associates Inc. MD ($3.45M), JPMorgan Chase & Co. ($3.18M), FMR LLC ($2.29M), Massachusetts Financial Services Co. MA ($2.22M), Mackenzie Financial Corp ($2.20M), Capital International Investors ($1.97M), and Wellington Management Group LLP ($1.94M).

How much institutional selling is happening at Equifax?

Institutional investors have sold a total of 30,446,644 shares in the last 24 months. This volume of shares sold represents approximately $6.02B in transactions.


This page (NYSE:EFX) was last updated on 4/24/2024 by MarketBeat.com Staff

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