DaveManuel.com · Institutional Ownership · Who Owns It
EQUIFAX INC (EFX)
Institutional ownership reported to the SEC as of Q2 2026, across 32 quarters.
847
Reporting holders
$19.1B
Reported value
102.0%
Of shares outstanding
0.3%
Calls
0.2%
Puts
-33
Holder change
Institutions report 119,884,868 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. Over 100% because an adviser and a sub-adviser can both report the same shares, and both are counted.
Calls and puts are the parts of reported value carried in derivative lines rather than shares, and they point in opposite directions: a manager holding calls is positioned for the security, one holding puts against it - or hedging shares they already own, which is why index funds carry so many. Most sites add the two together and report one figure, which averages away the only interesting part.
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 |
| PRICE T ROWE ASSOCIATES INC /MD/ | $310.8M | 1,958,098 | 0.03% | 31q | -25.1%-$104.0M |
| 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 incl. $21.4M options CALL+PUT | 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 |
| UBS Group AG | $154.6M incl. $476.8K options CALL | 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% | 8q | +94.9%+$54.9M |
| 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 | -26.0%-$26.6M |
| Pacer Advisors, Inc. | $60.7M | 382,659 | 0.15% | 31q | +3816.7%+$59.2M |
| JPMORGAN CHASE & CO | $60.4M | 381,186 | 0.00% | 31q | -40.1%-$40.4M |
| NATIXIS ADVISORS, LLC | $59.9M | 377,262 | 0.07% | 31q | -18.5%-$13.6M |
| 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 |
| SG Americas Securities, LLC | $51.1M | 321,710 | 0.03% | 14q | +268.2%+$37.2M |
| BNP PARIBAS FINANCIAL MARKETS | $50.8M | 319,809 | 0.02% | 31q | +40.4%+$14.6M |
| Intermede Investment Partners Ltd | $50.7M | 277,384 | 2.13% | 14q | -4.4%-$2.4M |
| CITADEL ADVISORS LLC | $50.3M incl. $11.3M options CALL+PUT | 245,518 | 0.01% | 31q | +40.3%+$14.4M |
| D. E. Shaw & Co., Inc. | $49.8M incl. $1.5M options PUT | 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 incl. $1.8M options CALL+PUT | 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 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM | $30.8M | 193,960 | 0.03% | 31q | -1.9%-$605.7K |
| 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 incl. $3.2M options CALL+PUT | 147,205 | 0.02% | 10q | +170.0%+$16.7M |
| SUSQUEHANNA INTERNATIONAL GROUP, LLP | $25.9M incl. $22.1M options CALL+PUT | 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 |
| AKO CAPITAL LLP | $21.3M | 134,439 | 0.50% | 22q | -66.7%-$42.7M |
| 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 |
Showing the largest 100 of 847 reported holders.
What the insiders did
Open market purchases and sales reported on Form 4 in the last 180 days. Grants, option exercises and shares surrendered to cover tax are left out: they are compensation rather than a decision to buy or sell. Where a broker filled one order in tranches the lines are summed, because it was one decision.
Officers and directors
| Date | Insider | Role | Side | Shares | Value |
|---|---|---|---|---|---|
| 2026-10-23 | Begor Mark W | CEO | Sold | 37,792 | $6.9M ×4 |
| 2026-07-24 | Begor Mark W | CEO | Sold | 37,791 | $6.5M ×8 |
| 2026-09-03 | GAMBLE JOHN W JR | EVP, CFO & COO | Sold | 4,500 | $845.8K |
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 |
|---|---|---|---|---|---|---|---|
| Q3 2026 | 217 | $484.5M | 3,509,345 | 22 | 62 | 69 | 0.0% |
| Q2 2026 | 847 | $19.1B | 119,884,868 | 109 | 239 | 338 | 0.5% |
| Q1 2026 | 880 | $21.7B | 120,225,486 | 121 | 304 | 269 | 0.2% |
| Q4 2025 | 903 | $25.7B | 117,884,078 | 120 | 267 | 298 | 0.4% |
| Q3 2025 | 864 | $31.3B | 121,619,486 | 83 | 313 | 241 | 0.4% |
| Q2 2025 | 869 | $31.1B | 119,370,667 | 125 | 280 | 242 | 0.4% |
| Q1 2025 | 820 | $30.1B | 123,232,300 | 59 | 280 | 244 | 0.4% |
| Q4 2024 | 858 | $30.4B | 119,016,068 | 68 | 289 | 245 | 0.3% |
| Q3 2024 | 848 | $35.2B | 118,383,581 | 127 | 273 | 221 | 0.5% |
| Q2 2024 | 772 | $29.6B | 121,408,904 | 65 | 270 | 211 | 0.6% |
| Q1 2024 | 776 | $34.6B | 128,787,546 | 82 | 235 | 242 | 0.5% |
| Q4 2023 | 746 | $31.2B | 125,119,012 | 85 | 209 | 230 | 0.9% |
| Q3 2023 | 682 | $22.0B | 119,252,332 | 55 | 203 | 230 | 0.9% |
| Q2 2023 | 694 | $28.9B | 122,097,843 | 63 | 200 | 211 | 0.5% |
| Q1 2023 | 668 | $25.6B | 125,045,131 | 64 | 200 | 194 | 0.8% |
| Q4 2022 | 644 | $23.8B | 121,479,616 | 70 | 185 | 214 | 0.9% |
| Q3 2022 | 617 | $71.3B | 415,190,264 | 51 | 190 | 215 | 0.2% |
| Q2 2022 | 625 | $88.2B | 481,547,906 | 43 | 226 | 193 | 0.2% |
| Q1 2022 | 690 | $56.6B | 236,659,044 | 81 | 243 | 198 | 0.9% |
| Q4 2021 | 690 | $53.0B | 179,077,356 | 71 | 228 | 187 | 1.1% |
| Q3 2021 | 651 | $53.5B | 209,895,343 | 65 | 202 | 189 | 0.7% |
| Q2 2021 | 627 | $38.2B | 158,891,451 | 86 | 181 | 178 | 0.3% |
| Q1 2021 | 578 | $29.3B | 161,451,373 | 54 | 183 | 179 | 0.3% |
| Q4 2020 | 590 | $35.3B | 182,642,838 | 72 | 171 | 178 | 0.3% |
| Q3 2020 | 555 | $31.7B | 218,379,790 | 70 | 167 | 149 | 0.3% |
| Q2 2020 | 527 | $49.1B | 300,701,679 | 76 | 149 | 167 | 0.3% |
| Q1 2020 | 505 | $36.9B | 307,844,588 | 49 | 150 | 184 | 0.3% |
| Q4 2019 | 520 | $36.3B | 257,937,301 | 45 | 161 | 147 | 0.4% |
| Q3 2019 | 506 | $34.8B | 245,863,939 | 43 | 151 | 154 | 0.5% |
| Q2 2019 | 509 | $36.1B | 265,359,447 | 64 | 139 | 153 | 0.6% |
| Q1 2019 | 489 | $31.1B | 261,718,249 | 59 | 151 | 150 | 0.4% |
| Q4 2018 | 472 | $50.6B | 542,464,318 | 6 | 6 | 9 | 0.2% |