Equifax (EFX) Institutional Ownership

$258.43 +4.77 (+1.88%)

(As of 12/20/2024 05:40 PM ET)

Current Institutional Ownership Percentage: 96.20%
Number of Institutional Buyers (last 12 months): 407
Total Institutional Inflows (last 12 months): $3.26B

Number of Institutional Sellers (last 12 months): 227
Total Institutional Outflows (last 12 months): $1.62B

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EFX Institutional Buying and Selling by Quarter

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Equifax Major Shareholders & Ownership History

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Reporting Date	Major Shareholder Name	Shares Held	Market Value	% of Portfolio	Quarterly Change in Shares	Ownership in Company
12/19/2024	Principal Financial Group Inc.	147,448	$43.33M	0.0%	+6.1%	0.119%
12/13/2024	B. Riley Wealth Advisors Inc.	816	$240K	0.0%	-7.6%	0.001%
12/6/2024	Retirement Systems of Alabama	26,949	$7.92M	0.0%	-1.2%	0.022%
11/29/2024	American Trust	925	$272K	0.0%	-7.7%	0.001%
11/27/2024	Franklin Resources Inc.	863,718	$251.48M	0.1%	+34.2%	0.697%
11/25/2024	Synovus Financial Corp	6,184	$1.82M	0.0%	+23.0%	0.005%
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11/25/2024	Tidal Investments LLC	5,872	$1.73M	0.0%	+17.0%	0.005%
11/25/2024	Wilmington Savings Fund Society FSB	425	$125K	0.0%	-70.4%	0.000%
11/25/2024	Sanctuary Advisors LLC	16,909	$4.97M	0.0%	+27.3%	0.014%
11/21/2024	Anchor Investment Management LLC	322	$95K	0.0%	N/A	0.000%
11/20/2024	Virtu Financial LLC	9,520	$2.80M	0.2%	N/A	0.008%
11/18/2024	TD Private Client Wealth LLC	10,891	$3.20M	0.1%	-0.4%	0.009%
11/18/2024	Teachers Retirement System of The State of Kentucky	9,186	$2.70M	0.0%	-6.1%	0.007%
11/18/2024	Toronto Dominion Bank	44,626	$13.11M	0.0%	+23.4%	0.036%
11/18/2024	Coldstream Capital Management Inc.	1,865	$540K	0.0%	+64.0%	0.002%
11/18/2024	Ashford Capital Management Inc.	6,090	$1.79M	0.2%	N/A	0.005%
11/16/2024	Geode Capital Management LLC	2,885,661	$845.04M	0.1%	+1.0%	2.328%
11/15/2024	M&T Bank Corp	17,420	$5.12M	0.0%	+7.9%	0.014%
11/15/2024	Barclays PLC	184,890	$54.33M	0.0%	+2.8%	0.149%
11/15/2024	LRI Investments LLC	993	$292K	0.0%	-4.4%	0.001%
11/15/2024	Public Employees Retirement System of Ohio	44,622	$13.11M	0.1%	-4.7%	0.036%
11/15/2024	Nomura Asset Management Co. Ltd.	36,380	$10.69M	0.0%	+5.4%	0.029%
11/15/2024	Y Intercept Hong Kong Ltd	10,447	$3.07M	0.2%	N/A	0.008%
11/15/2024	MML Investors Services LLC	15,454	$4.54M	0.0%	+4.1%	0.012%
11/15/2024	Orion Portfolio Solutions LLC	5,693	$1.67M	0.0%	+73.6%	0.005%
11/15/2024	iSAM Funds UK Ltd	4,716	$1.39M	0.8%	N/A	0.004%
11/15/2024	National Bank of Canada FI	66,972	$19.68M	0.0%	+76.4%	0.054%
11/15/2024	Kovitz Investment Group Partners LLC	7,269	$2.14M	0.0%	+24.3%	0.006%
11/15/2024	Wellington Management Group LLP	82,102	$24.13M	0.0%	-31.3%	0.066%
11/15/2024	Texas Capital Bank Wealth Management Services Inc	1,062	$312K	0.0%	-14.6%	0.001%
11/15/2024	State Street Corp	4,816,186	$1.42B	0.1%	+1.1%	3.886%
11/15/2024	Stifel Financial Corp	82,301	$24.19M	0.0%	-11.4%	0.066%
11/15/2024	Quadrature Capital Ltd	35,819	$10.52M	0.2%	N/A	0.029%
11/15/2024	Quantinno Capital Management LP	9,881	$2.90M	0.0%	+19.8%	0.008%
11/15/2024	Quarry LP	818	$240K	0.1%	+11,585.7%	0.001%
11/15/2024	Royal London Asset Management Ltd.	57,039	$16.76M	0.0%	+4.6%	0.046%
11/15/2024	Polar Asset Management Partners Inc.	40,700	$11.96M	0.3%	N/A	0.033%
11/15/2024	Integrated Wealth Concepts LLC	4,298	$1.26M	0.0%	-3.8%	0.003%
11/15/2024	Investment Management Corp of Ontario	149,141	$43.83M	1.0%	+0.9%	0.120%
11/15/2024	Janus Henderson Group PLC	14,694	$4.32M	0.0%	-1.3%	0.012%
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11/15/2024	Harris Associates L P	1,820,948	$535.10M	0.7%	-20.5%	1.469%
11/15/2024	HighTower Advisors LLC	57,943	$17.03M	0.0%	+2.8%	0.047%
11/15/2024	Centiva Capital LP	7,957	$2.34M	0.0%	+171.7%	0.006%
11/15/2024	Chevy Chase Trust Holdings LLC	66,725	$19.61M	0.1%	-1.7%	0.054%
11/15/2024	Cinctive Capital Management LP	12,583	$3.70M	0.2%	N/A	0.010%
11/15/2024	Bamco Inc. NY	2,900	$852K	0.0%	+7.4%	0.002%
11/15/2024	B&L Asset Management LLC	5,800	$1.70M	1.1%	N/A	0.005%
11/14/2024	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	20,622	$6.06M	0.0%	-13.3%	0.017%
11/14/2024	Edgestream Partners L.P.	795	$234K	0.0%	N/A	0.001%
11/14/2024	Acropolis Investment Management LLC	929	$273K	0.0%	N/A	0.001%
11/14/2024	Caisse DE Depot ET Placement DU Quebec	13,500	$3.97M	0.0%	N/A	0.011%
11/14/2024	Verition Fund Management LLC	949	$279K	0.0%	-30.3%	0.001%
11/14/2024	Public Sector Pension Investment Board	5,422	$1.59M	0.0%	+17.3%	0.004%
11/14/2024	UBS AM a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	755,294	$221.95M	0.1%	-4.2%	0.609%
11/14/2024	Zurcher Kantonalbank Zurich Cantonalbank	40,886	$12.02M	0.0%	+41.0%	0.033%
11/14/2024	MetLife Investment Management LLC	33,283	$9.78M	0.1%	-2.4%	0.027%
11/14/2024	Healthcare of Ontario Pension Plan Trust Fund	13,871	$4.08M	0.0%	N/A	0.011%
11/14/2024	Blueshift Asset Management LLC	11,868	$3.49M	0.9%	+384.0%	0.010%
11/13/2024	RBO & Co. LLC	67,794	$19.92M	3.1%	-0.2%	0.055%
11/13/2024	Townsquare Capital LLC	14,792	$4.35M	0.1%	+9.8%	0.012%
11/13/2024	BNP Paribas Financial Markets	145,143	$42.65M	0.0%	-0.2%	0.117%
11/13/2024	Avestar Capital LLC	755	$222K	0.0%	N/A	0.001%
11/13/2024	Brooklyn Investment Group	576	$169K	0.1%	N/A	0.000%
11/13/2024	Quantbot Technologies LP	3,630	$1.07M	0.0%	+5.3%	0.003%
11/13/2024	FMR LLC	3,233,744	$950.27M	0.1%	+37.4%	2.609%
11/13/2024	Dai ichi Life Insurance Company Ltd	3,886	$1.14M	0.0%	+338.6%	0.003%
11/13/2024	The Manufacturers Life Insurance Company	74,459	$21.88M	0.0%	+0.3%	0.060%
11/13/2024	Qsemble Capital Management LP	14,798	$4.35M	0.8%	N/A	0.012%
11/13/2024	Bank of Montreal Can	93,795	$27.24M	0.0%	+1.9%	0.076%
11/13/2024	Private Trust Co. NA	1,011	$297K	0.0%	-7.2%	0.001%
11/13/2024	Brown Brothers Harriman & Co.	1,846	$542K	0.0%	+6.3%	0.001%
11/13/2024	DRW Securities LLC	1,016	$299K	0.0%	N/A	0.001%
11/13/2024	Dynamic Technology Lab Private Ltd	16,487	$4.85M	0.5%	N/A	0.013%
11/13/2024	Daiwa Securities Group Inc.	15,184	$4.46M	0.0%	+12.9%	0.012%
11/12/2024	Larson Financial Group LLC	620	$182K	0.0%	-20.6%	0.001%
11/12/2024	Swedbank AB	55,473	$16.30M	0.0%	+37.5%	0.045%
11/12/2024	Pitcairn Co.	1,449	$426K	0.0%	-10.9%	0.001%
11/12/2024	Cerity Partners LLC	16,512	$4.85M	0.0%	+11.5%	0.013%
11/12/2024	Meridian Wealth Management LLC	1,122	$330K	0.0%	N/A	0.001%
11/12/2024	Citigroup Inc.	108,496	$31.88M	0.0%	-14.0%	0.088%
11/12/2024	Raymond James Trust N.A.	21,537	$6.33M	0.1%	+1.0%	0.017%
11/12/2024	Charles Schwab Investment Management Inc.	767,136	$225.43M	0.0%	+13.1%	0.619%
11/12/2024	Brown Capital Management LLC	4,655	$1.37M	0.0%	-69.2%	0.004%
11/12/2024	Massachusetts Financial Services Co. MA	3,964,651	$1.17B	0.3%	-7.3%	3.199%
11/9/2024	Landscape Capital Management L.L.C.	4,971	$1.46M	0.1%	N/A	0.004%
11/9/2024	Intech Investment Management LLC	6,861	$2.02M	0.0%	+84.1%	0.006%
11/8/2024	Citizens Financial Group Inc. RI	810	$238K	0.0%	N/A	0.001%
11/8/2024	Moran Wealth Management LLC	42,863	$12.60M	0.4%	+0.4%	0.035%
11/8/2024	Connor Clark & Lunn Investment Management Ltd.	33,840	$9.94M	0.0%	N/A	0.027%
11/8/2024	NS Partners Ltd	95,010	$27.92M	1.2%	+2.3%	0.077%
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11/8/2024	PCJ Investment Counsel Ltd.	4,000	$1.18M	0.4%	N/A	0.003%
11/8/2024	Commerce Bank	17,057	$5.01M	0.0%	-0.4%	0.014%
11/8/2024	Strategy Asset Managers LLC	2,800	$823K	0.2%	N/A	0.002%
11/8/2024	PNC Financial Services Group Inc.	37,764	$11.10M	0.0%	+2.0%	0.030%
11/8/2024	Parnassus Investments LLC	2,066,613	$607.30M	1.3%	+0.0%	1.667%
11/8/2024	B. Metzler seel. Sohn & Co. Holding AG	44,266	$13.01M	0.1%	N/A	0.036%
11/7/2024	Cantillon Capital Management LLC	1,825,400	$536.41M	3.3%	-2.9%	1.473%
11/7/2024	Pathstone Holdings LLC	9,258	$2.72M	0.0%	+3.4%	0.007%
11/7/2024	Meeder Advisory Services Inc.	3,753	$1.10M	0.1%	+30.2%	0.003%
11/7/2024	Quest Partners LLC	2,674	$786K	0.1%	N/A	0.002%

(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, 695 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), State Street Corp ($1.42B), Massachusetts Financial Services Co. MA ($1.17B), Generation Investment Management LLP ($953.61M), and FMR LLC ($950.27M).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 583 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), International Assets Investment Management LLC ($1.64M), Capital International Investors ($1.18M), FMR LLC ($1.08M), Norges Bank ($825.82K), and EdgePoint Investment Group Inc. ($810.36K).

How much institutional buying is happening at Equifax?: Institutional investors have bought a total of 25,798,505 shares in the last 24 months. This purchase volume represents approximately $6.07B in transactions.
Which Equifax major shareholders have been selling company stock?: Of the 381 institutional investors that sold Equifax stock in the last 24 months, the following investors and hedge funds have sold the highest volume of shares: JPMorgan Chase & Co. ($2.48M), Massachusetts Financial Services Co. MA ($2.41M), FMR LLC ($2.29M), Wellington Management Group LLP ($1.98M), AKO Capital LLP ($1.26M), Harris Associates L P ($954.07K), and Van ECK Associates Corp ($794.49K).
How much institutional selling is happening at Equifax?: Institutional investors have sold a total of 21,505,002 shares in the last 24 months. This volume of shares sold represents approximately $4.61B in transactions.

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This page (NYSE:EFX) was last updated on 12/21/2024 by MarketBeat.com Staff

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Equifax (EFX) Institutional Ownership

EFX Institutional Buying and Selling by Quarter

Equifax Major Shareholders & Ownership History

EFX Institutional Ownership - Frequently Asked Questions

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Equifax (EFX) Institutional Ownership

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

EFX Institutional Buying and Selling by Quarter

Equifax Major Shareholders & Ownership History

EFX Institutional Ownership - Frequently Asked Questions

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