Who owns Equifax (EFX)
Which tracked institutional funds hold EFX, how they are positioned, and who is buying versus exiting — from SEC Form 13F-HR filings. See EFX company fundamentals →
Ownership as of the 2026-Q2 13F filings (latest filed 2026-09-22). 13F is disclosed up to 45 days after quarter-end, so the most recent quarter fills in over the following weeks.
How the tape is positioned
112 tracked funds added or opened EFX while 307 trimmed or exited it between 2026-Q1 and 2026-Q2 — the tape is split. When large holders disagree on a name, the funds moving first are sometimes ahead of the story.
A prompt to read the filings, not a verdict. 13F is a quarter-end snapshot disclosed up to 45 days late; a fund adds or exits for mandate, benchmark, and timing reasons that have nothing to do with a view on the stock. This is a starting question, not a signal to trade.
Conviction spread
EFX’s largest tracked holder by dollar value, BlackRock, Inc., sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.0% of theirs — a 0.0pp gap the other way — the median holder sizes EFX more heavily than its largest holder by dollar value does.
Book-share is each fund’s reported value in EFX divided by its whole reported 13F book, so it is comparable across funds of different sizes and is unaffected by stock splits. A higher share means a fund has committed more of its book to the name — a starting question about conviction, not a verdict or a signal to trade.
Institutional & insider positioning
Between 2026-Q1 and 2026-Q2, across 781 tracked filers holding EFX, 355 increased or opened the position and 522 reduced or closed it; over the same quarter, open-market insider Form 4s were net sales.
This fuses two public signals for the same quarter — how tracked institutions changed their positions and whether insiders bought or sold in the open market. It describes what was filed; it is a starting question, not a verdict or a signal to trade.
New buyers & exits
Funds opening or closing a position in EFX between the 2026-Q1 and 2026-Q2 13F filings, and the largest changes among funds holding it in both. New buyers and exits are counted on fund presence (split-invariant); adds and trims are measured on reported value.
New buyers 39
- Egerton Capital (UK) LLP$235M
- Qube Research & Technologies Ltd$52M
- Diamond Hill Capital Management, LLC (Investment Advisor)$32M
- TUDOR INVESTMENT CORP ET AL$19M
- Aquatic Capital Management LLC$16M
- Nearwater Capital Markets, Ltd$15M
Full exits 75
- Cantillon Capital Management LLC$323M
- T. Rowe Price Investment Management, Inc.$318M
- Amundi$119M
- BESSEMER GROUP INC$85M
- NATIXIS ADVISORS, LLC$83M
- AKO CAPITAL LLP$73M
Largest adds
- BlackRock, Inc.$222M
- Capital International Investors$161M
- Boston Partners$131M
- JANE STREET GROUP, LLC$105M
- AQR CAPITAL MANAGEMENT LLC$101M
- MARSHALL WACE, LLP$85M
Largest trims
- VAN ECK ASSOCIATES CORP$283M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$236M
- MORGAN STANLEY$198M
- BANK OF AMERICA CORP /DE/$192M
- VANGUARD CAPITAL MANAGEMENT LLC$174M
- HARRIS ASSOCIATES L P$174M
Institutional holders
One row per tracked fund, most shares held first (every row is from one quarter; reported value breaks ties). “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding.
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| BlackRock, Inc. added | 9,396,150 | $1.5B | 8.7% | 2026-Q2 |
| VANGUARD CAPITAL MANAGEMENT LLC trimmed | 7,780,433 | $1.2B | 7.2% | 2026-Q2 |
| HARRIS ASSOCIATES L P trimmed | 7,447,263 | $1.2B | 6.9% | 2026-Q2 |
| VANGUARD PORTFOLIO MANAGEMENT LLC trimmed | 5,242,614 | $832M | 4.8% | 2026-Q2 |
| STATE STREET CORP added | 5,199,595 | $825M | 4.8% | 2026-Q2 |
| Capital International Investors added | 5,187,147 | $823M | 4.8% | 2026-Q2 |
| Soroban Capital Partners LP added | 4,410,883 | $700M | 4.1% | 2026-Q2 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ trimmed | 3,869,490 | $620M | 3.6% | 2026-Q2 |
| MORGAN STANLEY trimmed | 3,310,957 | $526M | 3.1% | 2026-Q2 |
| BROWN ADVISORY INC trimmed | 3,287,984 | $522M | 3.0% | 2026-Q2 |
| GEODE CAPITAL MANAGEMENT, LLC trimmed | 3,155,753 | $499M | 2.9% | 2026-Q2 |
| AQR CAPITAL MANAGEMENT LLC added | 2,669,074 | $416M | 2.4% | 2026-Q2 |
| Invesco Ltd. added | 2,000,228 | $317M | 1.8% | 2026-Q2 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 1,958,098 | $311M | 1.8% | 2026-Q2 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 1,888,519 | $300M | 1.7% | 2026-Q2 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 1,832,583 | $291M | 1.7% | 2026-Q2 |
| LAZARD ASSET MANAGEMENT LLC added | 1,552,857 | $246M | 1.4% | 2026-Q2 |
| NORGES BANK added | 1,535,111 | $244M | 1.4% | 2026-Q2 |
| Darsana Capital Partners LP | 1,500,000 | $238M | 1.4% | 2026-Q2 |
| Egerton Capital (UK) LLP new | 1,481,188 | $235M | 1.4% | 2026-Q2 |
| FMR LLC trimmed | 1,349,817 | $214M | 1.2% | 2026-Q2 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,192,831 | $189M | 1.1% | 2026-Q2 |
| JANE STREET GROUP, LLC added | 1,188,265 | $189M | 1.1% | 2026-Q2 |
| BANK OF AMERICA CORP /DE/ trimmed | 1,179,532 | $187M | 1.1% | 2026-Q2 |
| BRANDES INVESTMENT PARTNERS, LP added | 1,152,350 | $183M | 1.1% | 2026-Q2 |
| GOLDMAN SACHS GROUP INC added | 1,104,989 | $175M | 1.0% | 2026-Q2 |
| Mitsubishi UFJ Asset Management Co., Ltd. added | 1,101,579 | $175M | 1.0% | 2026-Q2 |
| DIMENSIONAL FUND ADVISORS LP trimmed | 1,100,461 | $175M | 1.0% | 2026-Q2 |
| Boston Partners added | 1,098,927 | $174M | 1.0% | 2026-Q2 |
| NORTHERN TRUST CORP added | 1,081,476 | $172M | 1.0% | 2026-Q2 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 983,836 | $156M | 0.9% | 2026-Q2 |
| UBS Group AG added | 970,757 | $154M | 0.9% | 2026-Q2 |
| Carmignac Gestion added | 710,685 | $113M | 0.7% | 2026-Q2 |
| MARSHALL WACE, LLP added | 681,919 | $108M | 0.6% | 2026-Q2 |
| Legal & General Group Plc trimmed | 676,765 | $107M | 0.6% | 2026-Q2 |
| VANGUARD FIDUCIARY TRUST CO trimmed | 668,654 | $106M | 0.6% | 2026-Q2 |
| CITIGROUP INC added | 658,727 | $105M | 0.6% | 2026-Q2 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 657,963 | $104M | 0.6% | 2026-Q2 |
| Capital World Investors trimmed | 627,303 | $100M | 0.6% | 2026-Q2 |
| Bank of New York Mellon Corp trimmed | 582,933 | $93M | 0.5% | 2026-Q2 |
| Theleme Partners LLP added | 574,213 | $91M | 0.5% | 2026-Q2 |
| Man Group plc added | 517,102 | $82M | 0.5% | 2026-Q2 |
| BARCLAYS PLC added | 500,871 | $79M | 0.5% | 2026-Q2 |
| DEUTSCHE BANK AG\ trimmed | 498,905 | $79M | 0.5% | 2026-Q2 |
| WELLS FARGO & COMPANY/MN trimmed | 477,690 | $76M | 0.4% | 2026-Q2 |
| JPMORGAN CHASE & CO trimmed | 381,186 | $60M | 0.4% | 2026-Q2 |
| Assenagon Asset Management S.A. added | 371,613 | $59M | 0.3% | 2026-Q2 |
| JENSEN INVESTMENT MANAGEMENT INC trimmed | 370,551 | $59M | 0.3% | 2026-Q2 |
| JONES FINANCIAL COMPANIES LLLP trimmed | 344,187 | $55M | 0.3% | 2026-Q2 |
| Swiss National Bank trimmed | 340,260 | $54M | 0.3% | 2026-Q2 |
| NEUBERGER BERMAN GROUP LLC trimmed | 335,645 | $53M | 0.3% | 2026-Q2 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 333,632 | $53M | 0.3% | 2026-Q2 |
| Qube Research & Technologies Ltd added | 329,201 | $52M | 0.3% | 2026-Q2 |
| WORLDQUANT MILLENNIUM ADVISORS LLC trimmed | 326,438 | $52M | 0.3% | 2026-Q2 |
| Russell Investments Group, Ltd. added | 326,203 | $52M | 0.3% | 2026-Q2 |
| BNP PARIBAS FINANCIAL MARKETS added | 319,809 | $51M | 0.3% | 2026-Q2 |
| HSBC HOLDINGS PLC added | 312,946 | $49M | 0.3% | 2026-Q2 |
| D. E. Shaw & Co., Inc. added | 304,152 | $48M | 0.3% | 2026-Q2 |
| ENVESTNET ASSET MANAGEMENT INC trimmed | 301,096 | $48M | 0.3% | 2026-Q2 |
| Nuveen, LLC trimmed | 297,534 | $47M | 0.3% | 2026-Q2 |
| SEI INVESTMENTS CO trimmed | 289,531 | $46M | 0.3% | 2026-Q2 |
| Sumitomo Mitsui Trust Group, Inc. added | 276,729 | $44M | 0.3% | 2026-Q2 |
| ROYAL BANK OF CANADA trimmed | 257,996 | $41M | 0.2% | 2026-Q2 |
| Vanguard Global Advisers, LLC trimmed | 256,564 | $41M | 0.2% | 2026-Q2 |
| Harding Loevner LP trimmed | 252,498 | $40M | 0.2% | 2026-Q2 |
| CANADA PENSION PLAN INVESTMENT BOARD trimmed | 252,192 | $40M | 0.2% | 2026-Q2 |
| C Partners Holding GmbH trimmed | 249,186 | $40M | 0.2% | 2026-Q2 |
| CITADEL ADVISORS LLC added | 245,518 | $39M | 0.2% | 2026-Q2 |
| RAYMOND JAMES FINANCIAL INC trimmed | 238,846 | $38M | 0.2% | 2026-Q2 |
| VANGUARD ASSET MANAGEMENT, Ltd added | 227,140 | $36M | 0.2% | 2026-Q2 |
| GFI Investment Counsel Ltd. trimmed | 226,926 | $36M | 0.2% | 2026-Q2 |
| RHUMBLINE ADVISERS trimmed | 226,688 | $36M | 0.2% | 2026-Q2 |
| Fisher Funds Management LTD trimmed | 214,436 | $34M | 0.2% | 2026-Q2 |
| MILLENNIUM MANAGEMENT LLC trimmed | 213,313 | $34M | 0.2% | 2026-Q2 |
| California Public Employees Retirement System added | 206,713 | $33M | 0.2% | 2026-Q2 |
| CDAM (UK) Ltd added | 205,288 | $33M | 0.2% | 2026-Q2 |
| MACKENZIE FINANCIAL CORP trimmed | 205,011 | $33M | 0.2% | 2026-Q2 |
| Diamond Hill Capital Management, LLC (Investment Advisor) new | 199,342 | $32M | 0.2% | 2026-Q2 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 193,960 | $31M | 0.2% | 2026-Q2 |
| WEITZ INVESTMENT MANAGEMENT, INC. added | 191,980 | $30M | 0.2% | 2026-Q2 |
| FEDERATED HERMES, INC. trimmed | 176,584 | $28M | 0.2% | 2026-Q2 |
| Trexquant Investment LP trimmed | 160,669 | $26M | 0.1% | 2026-Q2 |
| Meritage Group LP added | 155,295 | $25M | 0.1% | 2026-Q2 |
| Investment Management Corp of Ontario trimmed | 152,740 | $24M | 0.1% | 2026-Q2 |
| TWO SIGMA INVESTMENTS, LP added | 147,205 | $23M | 0.1% | 2026-Q2 |
| Trinity Street Asset Management LLP added | 145,540 | $23M | 0.1% | 2026-Q2 |
| Central Securities Corp added | 145,000 | $23M | 0.1% | 2026-Q2 |
| Coronation Fund Managers Ltd. added | 138,211 | $22M | 0.1% | 2026-Q2 |
| PRINCIPAL FINANCIAL GROUP INC added | 136,780 | $22M | 0.1% | 2026-Q2 |
| MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd. added | 133,054 | $21M | 0.1% | 2026-Q2 |
| CIBC Bancorp USA Inc. added | 131,634 | $21M | 0.1% | 2026-Q2 |
| GLENMEDE TRUST CO NA added | 131,624 | $21M | 0.1% | 2026-Q2 |
| CIBC WORLD MARKET INC. added | 126,961 | $20M | 0.1% | 2026-Q2 |
| NORTH STAR ASSET MANAGEMENT INC added | 125,367 | $20M | 0.1% | 2026-Q2 |
| Ensign Peak Advisors, Inc trimmed | 119,075 | $19M | 0.1% | 2026-Q2 |
| Pictet Asset Management Holding SA trimmed | 116,816 | $19M | 0.1% | 2026-Q2 |
| TUDOR INVESTMENT CORP ET AL trimmed | 116,778 | $19M | 0.1% | 2026-Q2 |
| Capital International, Inc./CA/ trimmed | 116,359 | $18M | 0.1% | 2026-Q2 |
| ALLIANCEBERNSTEIN L.P. trimmed | 115,730 | $21M | 0.1% | 2026-Q2 |
| Vontobel Holding Ltd. added | 114,670 | $18M | 0.1% | 2026-Q2 |
Ownership over time
Tracked institutional holder count and total shares held by filing quarter (independent scales). The curated-era tail and any mid-ingest latest quarter are handled honestly — a partial quarter is not drawn as a collapse.
Reading this table
Funds hold the same stock for different reasons — an index fund “holds” almost everything, an active manager sizes a name to a mandate and a benchmark, and each fund entered at its own price and time. Because 13F is filed up to 45 days after quarter-end, every row is a backward-looking snapshot; a manager may have traded since. Share-class siblings (a company’s A and C shares) are rolled up to one line so a dual-class name is never double-counted. Compare like-for-like. A large holder is not an endorsement, and a fund exiting is not a warning — this is a starting question, not a verdict.
About 13F filings
A Form 13F is a quarterly disclosure that institutional investment managers with over $100 million in US-listed equities must file with the SEC. In plain English: it is a snapshot of the long stock positions a fund held at the end of a quarter. It covers long US-listed equities only — not short positions, options, cash, or private holdings — and the funds shown are the large sample we track, not the complete 13F universe.