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Equifax (EFX) Institutional Ownership

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$167.25 -7.33 (-4.20%)
Closing price 07/8/2026 03:59 PM Eastern
Extended Trading
$169.60 +2.35 (+1.40%)
As of 07/8/2026 07:49 PM 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)
566
Total
Institutional Inflows
(last 12 months)
$4.86B
Number of
Institutional Sellers
(last 12 months)
358
Total
Institutional Outflows
(last 12 months)
$4.87B
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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
7/8/2026Czech National Bank33,892$5.38M0.0%+3.4%0.028%
7/8/2026PensionDanmark Pensionsforsikringsaktieselskab29,915$4.75M0.0%+5.7%0.025%
7/8/2026Assenagon 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%
6/23/2026Ballast Advisors LLC185$33K0.0%N/A0.000%
6/18/2026Pacer Advisors Inc.9,770$1.76M0.0%-1.3%0.008%
6/15/2026Carmignac Gestion364,605$65.62M1.0%-51.4%0.306%
6/3/2026NewEdge Advisors LLC2,208$398K0.0%+2,625.9%0.002%
6/1/2026Caerus Investment Advisors LLC1,937$349K0.1%N/A0.002%
5/26/2026Glenmede Trust Co. NA13,647$2.46M0.0%+0.8%0.011%
5/26/2026Axiom Investment Management LLC613$110K0.1%N/A0.001%
5/21/2026Essential Partners LLC2,039$367K0.1%+2,116.3%0.002%
5/19/2026Bank of America Corp DE2,107,458$379.49M0.0%+36.5%1.770%
5/19/2026Edgestream Partners L.P.12,445$2.24M0.1%+130.4%0.010%
5/19/2026Kentucky Retirement Systems10,047$1.81M0.1%+29.3%0.008%
5/19/2026Janus Henderson Group PLC14,340$2.58M0.0%-4.9%0.012%
5/19/2026Bull Harbor Capital LLC2,384$429K0.1%N/A0.002%
5/19/2026Arkadios Wealth Advisors2,757$496K0.0%-11.7%0.002%
5/18/2026Amundi663,565$119.49M0.0%+53.5%0.557%
5/18/2026EverSource 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%
5/18/2026Royal Bank of Canada272,649$49.10M0.0%-14.7%0.229%
5/18/2026Empowered Funds LLC11,819$2.13M0.0%+276.0%0.010%
5/16/2026The Manufacturers Life Insurance Company 62,991$11.34M0.0%-9.2%0.053%
5/16/2026Quantinno Capital Management LP86,147$15.51M0.0%-45.5%0.072%
5/16/2026Soroban Capital Partners LP4,184,569$753.52M1.5%+310.5%3.514%
5/16/2026SummitTX Capital L.P.11,469$2.07M0.1%N/A0.010%
5/16/2026Lazard Asset Management LLC1,236,747$222.70M0.4%+0.0%1.039%
5/15/2026Weiss Asset Management LP2,568$462K0.0%N/A0.002%
5/15/2026OMERS ADMINISTRATION Corp5,802$1.05M0.0%+31.4%0.005%
5/15/2026Bradley Foster & Sargent Inc. CT13,143$2.37M0.0%+400.9%0.011%
5/15/2026Waverly Advisors LLC5,157$929K0.0%+47.3%0.004%
5/15/2026Wealth Alliance LLC1,326$239K0.0%+19.9%0.001%
5/15/2026Bridgewater Advisors Inc.1,388$250K0.0%-5.3%0.001%
5/14/2026Healthcare of Ontario Pension Plan Trust Fund28,110$5.06M0.0%+481.0%0.024%
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5/14/2026Morningstar Investment Management LLC11,641$2.10M0.1%+12.4%0.010%
5/14/2026Public Employees Retirement System of Ohio35,512$6.40M0.0%-3.3%0.030%
5/14/2026Compound Planning Inc.1,783$321K0.0%-15.3%0.001%
5/14/2026Arrowstreet Capital Limited Partnership430,867$77.59M0.0%+19,912.4%0.362%
5/14/2026Caxton Associates LLP6,846$1.23M0.0%N/A0.006%
5/14/2026Clarkston Capital Partners LLC4,109$740K0.1%N/A0.003%
5/14/2026Inceptionr LLC5,850$1.05M0.3%+173.4%0.005%
5/14/2026Bank of Nova Scotia16,913$3.05M0.0%-13.7%0.014%
5/14/2026Gibbs Wealth Management3,074$554K0.1%+20.9%0.003%
5/14/2026Sei Investments Co.377,600$67.99M0.1%+49.1%0.317%
5/14/2026Lido Advisors LLC9,039$1.63M0.0%+8.7%0.008%
5/14/2026State of Wyoming315$57K0.0%-22.8%0.000%
5/13/2026Cetera Investment Advisers28,013$5.04M0.0%+16.2%0.024%
5/13/2026Coronation Fund Managers Ltd.5,971$1.08M0.0%N/A0.005%
5/13/2026Fairbanks Capital Management Inc.23,115$4.16M2.6%+24.3%0.019%
5/13/2026NewEdge Wealth LLC16,500$2.97M0.0%-13.9%0.014%
5/13/2026First Trust Advisors LP8,166$1.47M0.0%-54.6%0.007%
5/12/2026Danica Pension Livsforsikringsaktieselskab107,942$19.44M0.4%N/A0.091%
5/12/2026ABN Amro Investment Solutions6,617$1.19M0.0%-9.9%0.006%
5/8/2026PNC Financial Services Group Inc.41,973$7.56M0.0%-3.6%0.035%
5/8/2026Oslo Pensjonsforsikring AS226$41K0.0%N/A0.000%
5/8/2026Long Road Investment Counsel LLC5,885$1.06M0.4%+42.2%0.005%
5/8/2026Madison Asset Management LLC70,191$12.64M0.2%+114.3%0.059%
5/7/2026Meeder Asset Management Inc.43,764$7.88M0.5%+9.9%0.037%
5/7/2026Dimensional Fund Advisors LP1,101,940$198.41M0.0%+20.5%0.925%
5/7/2026Parallel Advisors LLC897$162K0.0%+53.1%0.001%
5/7/2026Cantillon Capital Management LLC1,791,379$322.57M2.1%+3.9%1.504%
5/7/2026KBC Group NV24,067$4.33M0.0%-25.5%0.020%
5/7/2026SEB Asset Management AB23,963$4.32M0.0%N/A0.020%
5/7/2026Swiss National Bank359,160$64.67M0.0%+5.9%0.302%
5/7/2026Mediolanum International Funds Ltd32,702$5.80M0.1%-82.0%0.027%
5/6/2026California Public Employees Retirement System160,205$28.85M0.0%-26.2%0.135%
5/6/2026Modera Wealth Management LLC1,444$260K0.0%+13.2%0.001%
5/6/2026Assetmark Inc.20,235$3.64M0.0%+4.7%0.017%
5/6/2026Clearstead Trust LLC331$60K0.0%-28.0%0.000%
5/6/2026Bessemer Group Inc.471,025$84.82M0.1%-19.7%0.396%
5/5/2026Wealthfront Advisers LLC7,824$1.41M0.0%-9.8%0.007%
5/5/2026Marks Group Wealth Management Inc2,463$444K0.0%N/A0.002%
5/5/2026Bank of New York Mellon Corp678,716$122.22M0.0%-1.3%0.570%
5/5/2026Sanctuary Advisors LLC22,355$4.03M0.0%+14.1%0.019%
5/5/2026Checchi Capital Advisers LLC1,160$209K0.0%N/A0.001%
5/4/2026Empirical Financial Services LLC d.b.a. Empirical Wealth Management1,665$300K0.0%-24.9%0.001%
5/4/2026Bryn Mawr Trust Advisors LLC1,455$262K0.0%-4.5%0.001%
5/4/2026Bleakley Financial Group LLC10,019$1.80M0.0%N/A0.008%
5/4/2026State of Michigan Retirement System31,478$5.67M0.0%-1.9%0.026%
5/4/2026Principal Financial Group Inc.136,107$24.51M0.0%+0.1%0.114%
5/4/2026Chicago Partners Investment Group LLC4,161$743K0.0%+49.3%0.003%
5/4/2026Applied Finance Capital Management LLC1,559$281K0.0%+16.6%0.001%
5/2/2026LGT Fund Management Co Ltd.5,900$1.06M0.0%-67.1%0.005%
5/2/2026Anchor Investment Management LLC222$40K0.0%-31.1%0.000%
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5/2/2026Carnegie Investment Counsel2,901$522K0.0%+5.4%0.002%
5/1/2026Commonwealth of Pennsylvania Public School Empls Retrmt SYS28,046$5.05M0.0%-1.5%0.024%
5/1/2026Citizens Financial Group Inc. RI1,533$276K0.0%N/A0.001%
5/1/2026Fifth Third Bancorp29,678$5.34M0.0%+295.7%0.025%
5/1/2026Droms Strauss Advisors Inc. MO ADV5,435$979K0.3%+1.9%0.005%
5/1/2026Simplicity Wealth LLC1,323$238K0.0%N/A0.001%
5/1/2026Sequoia Financial Advisors LLC4,246$765K0.0%+4.3%0.004%
5/1/2026Kornitzer Capital Management Inc. KS25,065$4.51M0.1%+8.2%0.021%
4/30/2026Equitable Trust Co.18,399$3.31M0.2%-57.5%0.015%
4/30/2026Hsbc Holdings PLC272,085$48.90M0.0%-1.6%0.229%


EFX Institutional Ownership - Frequently Asked Questions

During the previous two years, 907 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 808 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 21,959,964 shares in the last 24 months. This purchase volume represents approximately $4.86B in transactions.

Of the 358 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 21,609,797 shares in the last 24 months. This volume of shares sold represents approximately $4.87B in transactions.


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This page (NYSE:EFX) was last updated on 7/9/2026 by MarketBeat.com Staff.
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