Equifax (EFX) Institutional Ownership

$249.94
-1.36 (-0.54%)
(As of 05/16/2024 ET)

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

Current
Institutional Ownership
Percentage
96.20%
Number of
Institutional Buyers
(last 12 months)
389
Total
Institutional Inflows
(last 12 months)
$4.16B
Number of
Institutional Sellers
(last 12 months)
274
Total
Institutional Outflows
(last 12 months)
$2.73B
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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
5/17/2024Tidal Investments LLC1,611$431K0.0%+8.0%0.001%
5/16/2024California State Teachers Retirement System200,792$53.72M0.1%+1.7%0.162%
5/16/2024B. Riley Wealth Advisors Inc.1,448$387K0.0%+55.5%0.001%
5/16/2024Dynasty Wealth Management LLC5,766$1.54M0.0%N/A0.005%
5/16/2024Fairbanks Capital Management Inc.16,971$4.54M3.1%-18.8%0.014%
5/16/2024 Jacobs Levy Equity Management Inc.2,854$764K0.0%N/A0.002%
5/16/2024 Janus Henderson Group PLC15,231$4.07M0.0%-7.3%0.012%
5/16/2024 Kensico Capital Management Corp723,200$193.47M6.4%-9.8%0.585%
5/16/2024 Bayesian Capital Management LP3,982$1.07M0.1%N/A0.003%
5/16/2024 Silvercrest Asset Management Group LLC2,917$780K0.0%-1.7%0.002%
5/15/2024 Public Employees Retirement System of Ohio46,657$12.48M0.0%-8.6%0.038%
5/15/2024 Public Employees Retirement Association of Colorado13,081$3.50M0.0%-4.4%0.011%
5/15/2024 Kentucky Retirement Systems Insurance Trust Fund4,069$1.09M0.1%-7.3%0.003%
5/15/2024 Kentucky Retirement Systems9,364$2.51M0.1%-5.0%0.008%
5/15/2024 Price T Rowe Associates Inc. MD1,514,093$405.05M0.0%+72.0%1.225%
5/15/2024 Brown Capital Management LLC15,221$4.07M0.1%-1.1%0.012%
5/15/2024 LRI Investments LLC869$213K0.0%N/A0.001%
5/15/2024 1832 Asset Management L.P.50,914$13.62M0.0%+1,164.0%0.041%
5/15/2024 Linscomb Wealth Inc.4,854$1.30M0.1%+18.5%0.004%
5/14/2024 Biltmore Family Office LLC17,928$4.80M0.9%-3.2%0.015%
5/14/2024 Capital International Sarl49,327$13.20M0.4%+5.7%0.040%
5/14/2024 Toronto Dominion Bank36,870$9.86M0.0%-33.2%0.030%
5/14/2024 Capital International Inc. CA 80,196$21.45M0.3%+18.8%0.065%
5/14/2024 Capital International Investors14,045,398$3.76B0.8%+2.5%11.363%
5/14/2024 Capital Group Private Client Services Inc.60,338$16.14M0.2%+664.3%0.049%
5/14/2024 Capital Group Investment Management PTE. LTD.9,086$2.43M0.4%+1.4%0.007%
5/14/2024 EntryPoint Capital LLC111$30K0.0%N/A0.000%
5/14/2024 Shell Asset Management Co.4,727$1.27M0.1%-42.4%0.004%
5/14/2024 Natixis Investment Managers International2,175$582K0.0%+9.6%0.002%
5/14/2024 Natixis12,613$3.37M0.0%N/A0.010%
5/14/2024 Pitcairn Co.1,557$417K0.0%+4.2%0.001%
5/14/2024 CANADA LIFE ASSURANCE Co126,856$33.97M0.1%+14.2%0.103%
5/14/2024 American International Group Inc.33,412$8.94M0.0%-0.6%0.027%
5/14/2024 Lake Street Advisors Group LLC1,325$355K0.0%+16.0%0.001%
5/14/2024 Burgundy Asset Management Ltd.272,451$72.89M0.8%-15.8%0.220%
5/13/2024 Bessemer Group Inc.813,670$217.67M0.4%-13.2%0.658%
5/13/2024 UniSuper Management Pty Ltd5,066$1.36M0.0%+325.7%0.004%
5/13/2024 Seven Eight Capital LP5,928$1.59M0.2%-9.6%0.005%
5/13/2024 O Shaughnessy Asset Management LLC6,331$1.69M0.0%+26.2%0.005%
5/13/2024 Ameritas Investment Partners Inc.1,334$357K0.0%-5.8%0.001%
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5/13/2024 Penobscot Investment Management Company Inc.7,350$1.97M0.2%-10.4%0.006%
5/10/2024 Vanguard Group Inc.14,033,448$3.75B0.1%+1.0%11.353%
5/10/2024 Intech Investment Management LLC3,682$985K0.0%-29.9%0.003%
5/10/2024 Mitsubishi UFJ Trust & Banking Corp63,438$16.97M0.0%-2.8%0.051%
5/10/2024 M&G Plc66,618$17.85M0.1%N/A0.054%
5/10/2024 Intermede Investment Partners Ltd724,421$193.80M4.0%-6.2%0.586%
5/9/2024 Orion Portfolio Solutions LLC5,725$1.53M0.0%-46.6%0.005%
5/9/2024 Blair William & Co. IL59,087$15.81M0.0%-1.6%0.048%
5/9/2024 Mitsubishi UFJ Asset Management Co. Ltd.1,441,213$385.55M0.5%-0.6%1.166%
5/9/2024 State Board of Administration of Florida Retirement System133,399$35.69M0.1%+4.4%0.108%
5/9/2024 Eagle Bay Advisors LLC596$159K0.1%-20.3%0.000%
5/9/2024 TD Asset Management Inc323,183$86.46M0.1%+6.3%0.261%
5/9/2024 Koshinski Asset Management Inc.934$250K0.0%N/A0.001%
5/8/2024 BNP PARIBAS ASSET MANAGEMENT Holding S.A.6,287$1.68M0.0%+201.5%0.005%
5/8/2024 Bleakley Financial Group LLC2,359$631K0.0%+10.5%0.002%
5/8/2024 Cantillon Capital Management LLC1,975,502$528.49M3.3%-2.0%1.598%
5/8/2024 ProShare Advisors LLC15,705$4.20M0.0%-3.2%0.013%
5/8/2024 Avantax Advisory Services Inc.833$223K0.0%N/A0.001%
5/8/2024 US Bancorp DE13,306$3.56M0.0%-0.5%0.011%
5/8/2024 Russell Investments Group Ltd.302,209$80.83M0.1%+1.5%0.244%
5/8/2024 QRG Capital Management Inc.829$222K0.0%N/A0.001%
5/8/2024 Inspire Investing LLC1,661$444K0.0%-7.4%0.001%
5/7/2024 Meeder Advisory Services Inc.1,761$471K0.0%+20.1%0.001%
5/7/2024 Sei Investments Co.146,585$39.22M0.1%+9.6%0.119%
5/7/2024 GW Henssler & Associates Ltd.9,459$2.53M0.1%N/A0.008%
5/7/2024 Reynders McVeigh Capital Management LLC8,612$2.30M0.1%-4.4%0.007%
5/7/2024 Montag A & Associates Inc.54,371$14.55M0.7%-1.5%0.044%
5/7/2024 Swiss National Bank369,000$98.72M0.1%-3.9%0.299%
5/7/2024 Forsta AP Fonden24,800$6.63M0.1%+12.7%0.020%
5/7/2024 TimesSquare Capital Management LLC223,060$59.67M0.9%+22.9%0.180%
5/7/2024 SG Americas Securities LLC19,343$5.18M0.0%+48.3%0.016%
5/7/2024 Empowered Funds LLC1,695$453K0.0%+18.4%0.001%
5/7/2024 AIA Group Ltd11,372$3.04M0.1%+43.6%0.009%
5/7/2024 YCG LLC6,000$1.58M0.1%-45.5%0.005%
5/6/2024 Quantbot Technologies LP2,788$746K0.0%N/A0.002%
5/6/2024 Envestnet Portfolio Solutions Inc.10,827$2.90M0.0%+8.1%0.009%
5/6/2024 Empirical Finance LLC4,392$1.18M0.1%+3.6%0.004%
5/6/2024 Texas Permanent School Fund Corp25,487$6.82M0.1%+0.2%0.021%
5/4/2024 Howland Capital Management LLC1,000$268K0.0%N/A0.001%
5/4/2024 9258 Wealth Management LLC773$207K0.0%N/A0.001%
5/3/2024 Signaturefd LLC65,130$17.42M0.4%-3.3%0.053%
5/3/2024 Mediolanum International Funds Ltd134,203$35.22M0.6%N/A0.109%
5/3/2024 Larson Financial Group LLC201$54K0.0%+378.6%0.000%
5/3/2024 Chevy Chase Trust Holdings LLC68,677$18.37M0.1%-0.8%0.056%
5/3/2024 Wellington Shields Capital Management LLC5,438$1.46M0.3%-12.1%0.004%
5/3/2024 Wellington Shields & Co. LLC6,729$1.80M0.6%-6.9%0.005%
5/2/2024 Mutual of America Capital Management LLC16,172$4.33M0.0%-2.2%0.013%
5/2/2024 Daiwa Securities Group Inc.12,134$3.25M0.0%+9.5%0.010%
5/2/2024 Nordea Investment Management AB10,922$2.91M0.0%+14.6%0.009%
5/2/2024 Bryn Mawr Capital Management LLC1,404$376K0.0%+11.4%0.001%
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5/2/2024 Fidelis Capital Partners LLC679$182K0.0%N/A0.001%
5/2/2024 Tokio Marine Asset Management Co. Ltd.3,672$982K0.0%+14.5%0.003%
5/1/2024 Janney Capital Management LLC2,114$566K0.0%-4.5%0.002%
5/1/2024 1834 Investment Advisors Co.3,229$864K0.1%+5.2%0.003%
5/1/2024 Janney Montgomery Scott LLC36,877$9.87M0.0%+8.8%0.030%
5/1/2024 BNP Paribas Financial Markets66,073$17.68M0.0%-35.3%0.053%
5/1/2024 Mirae Asset Global Investments Co. Ltd.18,348$4.91M0.0%+9.6%0.015%
5/1/2024 Sequoia Financial Advisors LLC757$202K0.0%-61.4%0.001%
4/30/2024 Retirement Systems of Alabama27,214$7.28M0.0%+0.2%0.022%
4/30/2024 Norden Group LLC6,604$1.77M0.1%N/A0.005%
(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, 675 institutional investors and hedge funds held shares of Equifax. The most heavily invested institutionals were Capital International Investors ($3.76B), Vanguard Group Inc. ($3.75B), 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 555 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), Price T Rowe Associates Inc. MD ($1.58M), Mitsubishi UFJ Kokusai Asset Management Co. Ltd. ($1.26M), Capital International Investors ($1.18M), Harris Associates L P ($965.99K), and Van ECK Associates Corp ($889.17K).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 30,595,050 shares in the last 24 months. This purchase volume represents approximately $6.57B in transactions.

Which Equifax major shareholders have been selling company stock?

Of the 409 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 29,972,997 shares in the last 24 months. This volume of shares sold represents approximately $5.93B in transactions.


This page (NYSE:EFX) was last updated on 5/17/2024 by MarketBeat.com Staff

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