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Equifax (EFX) Institutional Ownership

$229.59
-1.27 (-0.55%)
(As of 05/30/2024 ET)

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

Current
Institutional Ownership
Percentage
96.20%
Number of
Institutional Buyers
(last 12 months)
391
Total
Institutional Inflows
(last 12 months)
$4.18B
Number of
Institutional Sellers
(last 12 months)
275
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
5/28/2024 Boston Partners652,631$174.51M0.2%+4.3%0.528%
5/28/2024 Teachers Retirement System of The State of Kentucky10,057$2.69M0.0%-4.7%0.008%
5/24/2024 Cetera Advisors LLC2,269$607K0.0%+75.5%0.002%
5/24/2024 Cetera Investment Advisers17,015$4.55M0.0%+183.0%0.014%
5/22/2024 Burney Co.9,789$2.62M0.1%-2.5%0.008%
5/21/2024 Atria Investments Inc11,305$3.02M0.0%-3.3%0.009%
5/21/2024 Swedbank AB40,696$10.89M0.0%N/A0.033%
5/21/2024 LRI Investments LLC869$213K0.0%N/A0.001%
5/17/2024 Citizens Financial Group Inc. RI811$217K0.0%N/A0.001%
5/17/2024 Comerica Bank22,178$5.93M0.0%+1.0%0.018%
5/17/2024 Tidal Investments LLC1,611$431K0.0%+8.0%0.001%
5/16/2024 California State Teachers Retirement System200,792$53.72M0.1%+1.7%0.162%
5/16/2024 B. Riley Wealth Advisors Inc.1,448$387K0.0%+55.5%0.001%
5/16/2024 Dynasty Wealth Management LLC5,766$1.54M0.0%N/A0.005%
5/16/2024 Fairbanks 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%
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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%
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%
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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%
(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 554 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), Van ECK Associates Corp ($889.17K), and Norges Bank ($825.82K).

How much institutional buying is happening at Equifax?

Institutional investors have bought a total of 29,467,265 shares in the last 24 months. This purchase volume represents approximately $6.31B in transactions.

Which Equifax major shareholders have been selling company stock?

Of the 408 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), Wellington Management Group LLP ($1.94M), and AKO Capital LLP ($1.44M).

How much institutional selling is happening at Equifax?

Institutional investors have sold a total of 27,933,615 shares in the last 24 months. This volume of shares sold represents approximately $5.44B in transactions.


This page (NYSE:EFX) was last updated on 5/31/2024 by MarketBeat.com Staff

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