Equifax Ownership | Who Owns Equifax?
Equifax Ownership Summary
Equifax is owned by 94.00% institutional investors, 0.45% insiders, and 5.54% retail investors. Capital investors is the largest institutional shareholder, holding 11.83% of EFX shares. Vanguard Total Stock Mkt Idx Inv is the top mutual fund, with 3.15% of its assets in Equifax shares.
EFX Ownership Benchmark
| Type | Name | % Inst | % Insiders | % Retail |
|---|---|---|---|---|
| Stock | Equifax | 94.00% | 0.45% | 5.54% |
| Sector | Industrials Stocks | 62.82% | 10.55% | 26.63% |
Institutional Shareholders
Top Institutional Shareholders by Total Shares
| Holder | Shares | % Holding | Value |
|---|---|---|---|
| Capital investors | 14.61M | 11.83% | $3.54B |
| Vanguard group | 14.18M | 11.49% | $3.44B |
| Blackrock | 9.21M | 7.46% | $2.23B |
| Morgan stanley | 5.10M | 4.13% | $1.24B |
| State street | 4.76M | 3.86% | $1.16B |
| Massachusetts financial services co /ma/ | 4.28M | 3.46% | $1.04B |
| T. rowe price investment management | 3.94M | 3.19% | $954.39M |
| Generation investment management llp | 3.62M | 2.93% | $877.34M |
| Kayne anderson rudnick investment management | 3.04M | 2.47% | $738.18M |
| Geode capital management | 2.86M | 2.31% | $690.55M |
Top Institutional Shareholders by % of Total Assets
| Holder | Shares | % Assets | Value |
|---|---|---|---|
| Investors asset management of georgia inc /ga/ /adv | 98.70K | 11.64% | $23.93M |
| C partners gmbh | 120.33K | 8.34% | $29.18M |
| Gfi investment counsel | 242.51K | 7.69% | $58.80M |
| Geo capital gestora de recursos | 24.78K | 5.98% | $6.01M |
| Kensico capital management | 777.50K | 5.87% | $188.51M |
| Theleme partners llp | 391.09K | 4.55% | $94.82M |
| Generation investment management llp | 3.62M | 4.22% | $877.34M |
| Coalescence partners investment management, lp | 20.03K | 3.98% | $4.86M |
| Intermede investment partners | 745.58K | 3.82% | $180.77M |
| Cantillon capital management | 1.88M | 3.05% | $455.78M |
Top Buyers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Harris associates l p | 2.29M | 0.94% | 1.92M |
| Price t rowe associates inc /md/ | 2.67M | 0.08% | 1.15M |
| Norges bank | 1.07M | 0.04% | 1.07M |
| Capital investors | 14.61M | 0.73% | 559.85K |
| Bank of america corp /de/ | 1.18M | 0.03% | 543.17K |
Top Sellers
| Holder | Shares | % Assets | Change |
|---|---|---|---|
| Blackrock | 9.21M | 0.05% | -1.45M |
| Dz bank ag deutsche zentral genossenschafts bank, frankfurt am main | 11.55K | 0.00% | -851.93K |
| Veritas asset management llp | - | - | -656.30K |
| Ceredex value advisors | - | - | -350.36K |
| Mackenzie financial | 187.78K | 0.07% | -317.81K |
New Positions
| Holder | Shares | % Assets | Change | Value |
|---|---|---|---|---|
| Norges bank | 1.07M | 0.04% | 1.07M | $258.57M |
| Theleme partners llp | 391.09K | 4.55% | 391.09K | $94.82M |
| Candlestick capital management lp | 100.00K | 0.67% | 100.00K | $24.25M |
| Susquehanna fundamental investments | 64.53K | 0.36% | 64.53K | $15.65M |
| Madison asset management | 45.02K | 0.14% | 45.02K | $10.92M |
Sold Out
| Holder | Change |
|---|---|
| Adirondack trust | -1.00 |
| Hollencrest capital management | -1.00 |
| Transamerica financial advisors | -1.00 |
| Beaird harris wealth management | -2.00 |
| Redwood wealth management group | -2.00 |
Institutional Ownership Trends
| Date | Holdings | Change % | Shares | Change % | Ownership | Change % | Increased Position | Change % | Decreased Position | Change % |
|---|---|---|---|---|---|---|---|---|---|---|
| Sep 30, 2024 | 843 | 9.06% | 116,467,734 | -3.47% | 94 | 0.99% | 418 | 8.85% | 246 | 9.82% |
| Jun 30, 2024 | 766 | -2.42% | 120,644,452 | 3.14% | 97 | 1.09% | 381 | 6.13% | 222 | -13.95% |
| Mar 31, 2024 | 785 | 4.81% | 116,967,154 | -1.86% | 94 | 1.01% | 359 | -0.28% | 258 | 7.05% |
| Dec 31, 2023 | 749 | 7.93% | 119,179,824 | 1.27% | 96 | 1.06% | 360 | 28.57% | 241 | -3.21% |
| Sep 30, 2023 | 694 | -1.00% | 117,683,221 | -3.50% | 95 | 0.97% | 280 | -5.08% | 249 | 11.66% |
Top Mutual Funds Shareholders
| Holder | Shares | % Holding | Change |
|---|---|---|---|
| Vanguard Total Stock Mkt Idx Inv | 3.91M | 3.15% | -14.31K |
| Vanguard Institutional 500 Index Trust | 3.28M | 2.65% | 38.37K |
| Vanguard Mid Cap Index Institutional | 2.63M | 2.12% | 4.79K |
| MFS Large Cap Value Equity | 2.16M | 1.74% | 97.68K |
| MFS Value A | 2.15M | 1.73% | -14.36K |
| Capital Group Fundamental Invtrs Comp | 2.12M | 1.71% | -69.22K |
| American Funds Fundamental Invs A | 2.12M | 1.71% | -69.22K |
| Morgan Stanley Glbl Franchise | 1.87M | 1.51% | 6.07K |
| MS INVF Global Brands A | 1.87M | 1.51% | -36.66K |
| Capital Group New Perspective Comp | 1.64M | 1.33% | -220.56K |
Recent Insider Transactions
| Date | Name | Role | Activity | Value |
|---|---|---|---|---|
| Nov 26, 2024 | Nelson Lisa M | EVP, President International | Sell | $143.47K |
| Nov 26, 2024 | Farshchi Jamil | EVP, CISO & Acting CTO | Sell | $3.83M |
| Oct 25, 2024 | Begor Mark W | CEO | Sell | $6.02M |
| Oct 25, 2024 | Begor Mark W | CEO | Sell | $2.10M |
| Oct 25, 2024 | Begor Mark W | CEO | Sell | $1.87M |
Insider Transactions Trends
| Date | Buy | Sell |
|---|---|---|
| 2024 Q4 | - | 7 |
| 2024 Q3 | - | 27 |
| 2024 Q2 | 1 | 34 |
| 2024 Q1 | - | 9 |
| 2023 Q4 | 2 | 35 |
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