EQUIFAX INC (EFX)
Institutional ownership reported to the SEC as of Q2 2026, across 31 quarters.
787
Reporting holders
$18.6B
Reported value
99.3%
Of shares outstanding
0.5%
Held as options
-31
Holder change
Institutions report 116,662,999 shares against 117,484,896 outstanding. Shares only - option lines are excluded, which is why this can be compared with the company at all. The count comes from the cover page of the company's own most recent report, so it is dated when that was filed rather than at quarter end. A figure this high can overstate: where an adviser and a sub-adviser both report the same shares, both are counted.
Options share is the part of reported value carried in derivative lines rather than shares. A high figure means institutions are expressing a view on this security without owning much of it.
Holders
| Filer | Value | Shares | Their book | Held | Change |
|---|---|---|---|---|---|
| BlackRock, Inc. | $1.5B | 9,396,150 | 0.02% | 8q | -0.7%-$10.4M |
| VANGUARD CAPITAL MANAGEMENT LLC | $1.2B | 7,780,433 | 0.03% | 2q | -0.6%-$7.1M |
| HARRIS ASSOCIATES L P | $1.2B | 7,447,263 | 1.57% | 31q | -1.1%-$13.0M |
| VANGUARD PORTFOLIO MANAGEMENT LLC | $832.1M | 5,242,614 | 0.04% | 2q | -0.5%-$4.5M |
| STATE STREET CORP | $825.3M | 5,199,595 | 0.02% | 31q | +3.5%+$27.9M |
| Capital International Investors | $823.3M | 5,187,147 | 0.17% | 31q | +41.1%+$239.7M |
| Soroban Capital Partners LP | $700.1M | 4,410,883 | 1.46% | 3q | +5.4%+$35.9M |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ | $620.4M | 3,869,490 | 0.20% | 31q | -17.7%-$133.1M |
| MORGAN STANLEY | $525.5M | 3,310,957 | 0.03% | 35q | -17.6%-$112.0M |
| BROWN ADVISORY INC | $521.9M | 3,287,984 | 0.81% | 31q | -9.9%-$57.3M |
| GEODE CAPITAL MANAGEMENT, LLC | $498.9M | 3,155,753 | 0.03% | 31q | -1.3%-$6.6M |
| AQR CAPITAL MANAGEMENT LLC | $415.9M | 2,669,074 | 0.14% | 11q | +51.3%+$141.1M |
| Invesco Ltd. | $317.5M | 2,000,228 | 0.03% | 31q | +9.9%+$28.5M |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC | $299.7M | 1,888,519 | 0.93% | 28q | -17.3%-$62.8M |
| GENERATION INVESTMENT MANAGEMENT LLP | $290.9M | 1,832,583 | 2.83% | 30q | +3.2%+$9.0M |
| LAZARD ASSET MANAGEMENT LLC | $246.5M | 1,552,857 | 0.37% | 9q | +25.6%+$50.2M |
| NORGES BANK | $243.7M | 1,535,111 | 0.02% | 32q | +20.8%+$42.0M |
| Darsana Capital Partners LP | $238.1M | 1,500,000 | 1.07% | 6q | HELD |
| Egerton Capital (UK) LLP | $235.1M | 1,481,188 | 2.27% | new | NEW |
| FMR LLC | $214.2M | 1,349,817 | 0.01% | 31q | -9.7%-$23.0M |
| JANE STREET GROUP, LLC | $210.0M | 1,188,265 | 0.02% | 31q | +155.9%+$127.9M |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC | $189.3M | 1,192,831 | 0.03% | 31q | +9.1%+$15.8M |
| BANK OF AMERICA CORP /DE/ | $187.2M | 1,179,532 | 0.01% | 31q | -44.0%-$147.3M |
| BRANDES INVESTMENT PARTNERS, LP | $182.9M | 1,152,350 | 1.28% | 2q | +54.2%+$64.3M |
| GOLDMAN SACHS GROUP INC | $175.4M | 1,104,989 | 0.02% | 31q | +18.1%+$26.9M |
| Mitsubishi UFJ Asset Management Co., Ltd. | $174.8M | 1,101,579 | 0.10% | 31q | +1.9%+$3.2M |
| DIMENSIONAL FUND ADVISORS LP | $174.7M | 1,100,461 | 0.03% | 31q | HELD |
| Boston Partners | $174.5M | 1,098,927 | 0.15% | 11q | +352.7%+$135.9M |
| NORTHERN TRUST CORP | $171.7M | 1,081,476 | 0.02% | 31q | HELD |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC | $156.2M | 983,836 | 0.02% | 31q | +7.5%+$10.8M |
| Sixth Street Partners Management Company, L.P. | $156.2M | 983,836 | 0.02% | new | NEW |
| UBS Group AG | $154.6M | 970,757 | 0.02% | 31q | +36.1%+$41.0M |
| Assenagon Asset Management S.A. | $118.0M | 743,226 | 0.07% | 21q | +420.5%+$95.3M |
| Carmignac Gestion | $112.8M | 710,685 | 1.46% | 7q | -5.2%-$6.2M |
| MARSHALL WACE, LLP | $108.2M | 681,919 | 0.09% | 5q | +431.9%+$87.9M |
| Legal & General Group Plc | $107.4M | 676,765 | 0.02% | 31q | -8.9%-$10.5M |
| VANGUARD FIDUCIARY TRUST CO | $106.1M | 668,654 | 0.02% | 2q | -1.7%-$1.9M |
| CITIGROUP INC | $104.6M | 658,727 | 0.03% | 31q | +19.0%+$16.7M |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP | $104.4M | 657,963 | 0.05% | 3q | +52.7%+$36.0M |
| Capital World Investors | $99.6M | 627,303 | 0.01% | 2q | HELD |
| Amundi | $95.6M | 602,081 | 0.02% | 21q | -9.3%-$9.8M |
| Bank of New York Mellon Corp | $92.5M | 582,933 | 0.02% | 31q | -14.1%-$15.2M |
| Theleme Partners LLP | $91.1M | 574,213 | 5.41% | 9q | +6.1%+$5.3M |
| Man Group plc | $82.1M | 517,102 | 0.13% | 8q | +151.9%+$49.5M |
| BARCLAYS PLC | $79.5M | 500,871 | 0.02% | 31q | +46.3%+$25.1M |
| DEUTSCHE BANK AG\ | $79.2M | 498,905 | 0.02% | 34q | -1.1%-$846.3K |
| WELLS FARGO & COMPANY/MN | $75.8M | 477,690 | 0.01% | 31q | -63.0%-$129.1M |
| JPMORGAN CHASE & CO | $60.4M | 381,186 | 0.00% | 31q | -40.1%-$40.4M |
| JENSEN INVESTMENT MANAGEMENT INC | $58.8M | 370,551 | 1.43% | 31q | -52.7%-$65.5M |
| JONES FINANCIAL COMPANIES LLLP | $54.5M | 344,187 | 0.02% | 10q | -21.5%-$14.9M |
| Swiss National Bank | $54.0M | 340,260 | 0.03% | 31q | -5.3%-$3.0M |
| NEUBERGER BERMAN GROUP LLC | $53.3M | 335,645 | 0.04% | 31q | -6.2%-$3.5M |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. | $53.0M | 333,632 | 0.08% | 3q | -7.0%-$4.0M |
| Qube Research & Technologies Ltd | $52.3M | 329,201 | 0.05% | new | NEW |
| WORLDQUANT MILLENNIUM ADVISORS LLC | $51.8M | 326,438 | 0.18% | 3q | -11.3%-$6.6M |
| Russell Investments Group, Ltd. | $51.8M | 326,203 | 0.05% | 31q | +4.6%+$2.3M |
| BNP PARIBAS FINANCIAL MARKETS | $50.8M | 319,809 | 0.02% | 31q | +40.4%+$14.6M |
| CITADEL ADVISORS LLC | $50.3M | 245,518 | 0.01% | 31q | +40.3%+$14.4M |
| D. E. Shaw & Co., Inc. | $49.8M | 304,152 | 0.02% | 2q | +214.6%+$33.9M |
| HSBC HOLDINGS PLC | $49.5M | 312,946 | 0.02% | 31q | +15.0%+$6.5M |
| ENVESTNET ASSET MANAGEMENT INC | $47.8M | 301,096 | 0.01% | 31q | -24.7%-$15.7M |
| Nuveen, LLC | $47.2M | 297,534 | 0.01% | 6q | -6.6%-$3.4M |
| SEI INVESTMENTS CO | $46.0M | 289,531 | 0.04% | 31q | -23.3%-$14.0M |
| Sumitomo Mitsui Trust Group, Inc. | $43.9M | 276,729 | 0.03% | 31q | +4.9%+$2.1M |
| ROYAL BANK OF CANADA | $40.9M | 257,996 | 0.01% | 31q | -5.4%-$2.3M |
| Vanguard Global Advisers, LLC | $40.7M | 256,564 | 0.02% | 2q | -2.7%-$1.1M |
| Harding Loevner LP | $40.1M | 252,498 | 0.38% | 3q | -22.3%-$11.5M |
| CANADA PENSION PLAN INVESTMENT BOARD | $40.0M | 252,192 | 0.02% | 14q | -36.0%-$22.5M |
| C Partners Holding GmbH | $39.6M | 249,186 | 11.99% | 31q | -4.0%-$1.6M |
| RAYMOND JAMES FINANCIAL INC | $37.9M | 238,846 | 0.01% | 7q | -30.9%-$16.9M |
| VANGUARD ASSET MANAGEMENT, Ltd | $36.1M | 227,140 | 0.02% | 2q | +8.8%+$2.9M |
| GFI Investment Counsel Ltd. | $36.0M | 226,926 | 4.89% | 22q | -2.1%-$773.8K |
| RHUMBLINE ADVISERS | $36.0M | 226,688 | 0.03% | 31q | -3.0%-$1.1M |
| MILLENNIUM MANAGEMENT LLC | $35.7M | 213,313 | 0.01% | 31q | -31.9%-$16.7M |
| Fisher Funds Management LTD | $34.0M | 214,436 | 0.97% | 3q | -5.4%-$1.9M |
| California Public Employees Retirement System | $32.8M | 206,713 | 0.02% | 31q | +29.0%+$7.4M |
| CDAM (UK) Ltd | $32.6M | 205,288 | 8.41% | 2q | +38.3%+$9.0M |
| MACKENZIE FINANCIAL CORP | $32.5M | 205,011 | 0.03% | 31q | -6.9%-$2.4M |
| Diamond Hill Capital Management, LLC (Investment Advisor) | $31.6M | 199,342 | 0.25% | new | NEW |
| WEITZ INVESTMENT MANAGEMENT, INC. | $30.5M | 191,980 | 2.11% | 12q | +2.3%+$694.4K |
| FEDERATED HERMES, INC. | $28.0M | 176,584 | 0.04% | 31q | -5.7%-$1.7M |
| TWO SIGMA INVESTMENTS, LP | $26.6M | 147,205 | 0.02% | 10q | +170.0%+$16.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.9M | 23,863 | 0.00% | 31q | -2.4%-$631.6K |
| Trexquant Investment LP | $25.5M | 160,669 | 0.15% | 9q | -35.2%-$13.9M |
| Meritage Group LP | $24.6M | 155,295 | 0.95% | 4q | +0.6%+$156.7K |
| Investment Management Corp of Ontario | $24.2M | 152,740 | 0.31% | 6q | -0.7%-$158.7K |
| Trinity Street Asset Management LLP | $23.1M | 145,540 | 1.19% | 5q | +2.6%+$593.1K |
| Central Securities Corp | $23.0M | 145,000 | 1.72% | 2q | +45.0%+$7.1M |
| Coronation Fund Managers Ltd. | $21.9M | 138,211 | 0.84% | 2q | +2214.7%+$21.0M |
| PRINCIPAL FINANCIAL GROUP INC | $21.7M | 136,780 | 0.01% | 31q | HELD |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. | $21.1M | 133,054 | 0.03% | 9q | +2.4%+$488.8K |
| CIBC Bancorp USA Inc. | $20.9M | 131,634 | 0.03% | 3q | +53.5%+$7.3M |
| GLENMEDE TRUST CO NA | $20.9M | 131,624 | 0.09% | 29q | +864.5%+$18.7M |
| ALLIANCEBERNSTEIN L.P. | $20.8M | 115,730 | 0.01% | 31q | -4.3%-$945.5K |
| CIBC WORLD MARKET INC. | $20.2M | 126,961 | 0.03% | 3q | +1401.8%+$18.8M |
| NORTH STAR ASSET MANAGEMENT INC | $19.9M | 125,367 | 0.78% | 31q | +3.4%+$645.8K |
| Arvin Capital Management LP | $19.0M | options only | 2.49% | new | OPTIONS |
| Ensign Peak Advisors, Inc | $18.9M | 119,075 | 0.03% | 27q | -58.0%-$26.1M |
| TUDOR INVESTMENT CORP ET AL | $18.8M | 116,778 | 0.03% | 5q | HELD |
| Pictet Asset Management Holding SA | $18.5M | 116,816 | 0.02% | 12q | -84.2%-$99.2M |
Showing the largest 100 of 839 reported holders.
Quarter by quarter
Coverage begins with the quarter ending 2018-12-31. Earlier filings exist only as occasional late amendments, too sparse to describe a market, so they are not shown.
| Quarter | Holders | Value | Shares | New | Added | Trimmed | Options |
|---|---|---|---|---|---|---|---|
| Q2 2026 | 787 | $18.6B | 116,662,999 | 108 | 231 | 303 | 0.5% |
| Q1 2026 | 818 | $20.3B | 112,339,068 | 114 | 289 | 247 | 0.2% |
| Q4 2025 | 839 | $23.4B | 107,205,391 | 116 | 251 | 272 | 0.4% |
| Q3 2025 | 798 | $28.3B | 110,127,233 | 79 | 293 | 218 | 0.4% |
| Q2 2025 | 798 | $27.5B | 105,586,214 | 119 | 255 | 223 | 0.5% |
| Q1 2025 | 748 | $26.4B | 108,030,210 | 57 | 253 | 221 | 0.5% |
| Q4 2024 | 781 | $27.0B | 105,807,316 | 62 | 262 | 216 | 0.3% |
| Q3 2024 | 769 | $31.4B | 106,284,097 | 124 | 249 | 192 | 0.5% |
| Q2 2024 | 683 | $26.8B | 109,914,154 | 55 | 243 | 186 | 0.6% |
| Q1 2024 | 688 | $31.7B | 118,037,487 | 78 | 203 | 212 | 0.5% |
| Q4 2023 | 652 | $28.5B | 114,074,957 | 79 | 178 | 202 | 1.0% |
| Q3 2023 | 583 | $19.5B | 105,694,517 | 47 | 175 | 190 | 1.0% |
| Q2 2023 | 586 | $26.0B | 109,909,969 | 50 | 172 | 177 | 0.6% |
| Q1 2023 | 555 | $22.8B | 111,650,291 | 53 | 172 | 158 | 0.7% |
| Q4 2022 | 494 | $19.6B | 100,293,168 | 58 | 154 | 149 | 0.8% |
| Q3 2022 | 632 | $20.1B | 116,141,536 | 53 | 196 | 222 | 0.8% |
| Q2 2022 | 636 | $20.8B | 112,855,169 | 44 | 233 | 197 | 0.7% |
| Q1 2022 | 699 | $27.1B | 112,246,428 | 81 | 247 | 202 | 1.9% |
| Q4 2021 | 699 | $33.4B | 112,071,133 | 71 | 233 | 188 | 1.8% |
| Q3 2021 | 656 | $28.7B | 112,004,083 | 64 | 203 | 194 | 1.2% |
| Q2 2021 | 634 | $26.9B | 111,694,396 | 86 | 184 | 179 | 0.5% |
| Q1 2021 | 589 | $20.6B | 113,264,582 | 56 | 187 | 181 | 0.4% |
| Q4 2020 | 596 | $21.5B | 111,085,091 | 72 | 174 | 180 | 0.5% |
| Q3 2020 | 558 | $17.7B | 112,355,138 | 70 | 168 | 150 | 0.6% |
| Q2 2020 | 531 | $19.8B | 114,256,874 | 77 | 150 | 168 | 0.8% |
| Q1 2020 | 506 | $14.0B | 116,481,109 | 49 | 151 | 184 | 0.7% |
| Q4 2019 | 525 | $16.3B | 115,473,777 | 46 | 164 | 148 | 0.9% |
| Q3 2019 | 510 | $16.3B | 114,512,260 | 43 | 153 | 156 | 1.1% |
| Q2 2019 | 514 | $16.0B | 117,227,258 | 65 | 141 | 155 | 1.2% |
| Q1 2019 | 493 | $13.8B | 115,104,657 | 59 | 153 | 151 | 0.9% |
| Q4 2018 | 475 | $10.9B | 115,487,730 | 6 | 6 | 10 | 0.9% |