Who owns EFX (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-Q1 13F filings. 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
The tracked-fund tape on EFX is one-sided between 2026-Q1 and 2026-Q2: 0 added or opened and 486 trimmed or exited — on balance reducing.
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, VANGUARD GROUP INC, sizes it at 0.0% of its own reported 13F book, while the median holder sizes it at 0.1% 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 2025-Q4 and 2026-Q1, across 869 tracked filers holding EFX, 460 increased or opened the position and 440 reduced or closed it; over the same quarter, open-market insider Form 4s were net purchases.
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.
Full exits 486
- VANGUARD CAPITAL MANAGEMENT LLC$1.4B
- HARRIS ASSOCIATES L P$1.4B
- BlackRock, Inc.$1.3B
- VANGUARD PORTFOLIO MANAGEMENT LLC$949M
- STATE STREET CORP$905M
- MASSACHUSETTS FINANCIAL SERVICES CO /MA/$856M
Institutional holders
One row per tracked fund, largest reported value first. “% of value” is the fund’s share of this security’s tracked institutional value — not of shares outstanding. Rows marked stale are from an earlier filing than the security’s latest quarter — that fund is absent from the newest snapshot (position exited, or reported under a different name).
| Fund | Shares | Reported value | % of value | Quarter |
|---|---|---|---|---|
| VANGUARD CAPITAL MANAGEMENT LLC new | 7,825,105 | $1.4B | 6.0% | 2026-Q1 |
| HARRIS ASSOCIATES L P trimmed | 7,529,116 | $1.4B | 5.8% | 2026-Q1 |
| BlackRock, Inc. trimmed | 7,048,673 | $1.3B | 5.4% | 2026-Q1 |
| VANGUARD PORTFOLIO MANAGEMENT LLC new | 5,271,004 | $949M | 4.0% | 2026-Q1 |
| STATE STREET CORP trimmed | 5,023,592 | $905M | 3.9% | 2026-Q1 |
| MASSACHUSETTS FINANCIAL SERVICES CO /MA/ added | 4,699,910 | $856M | 3.6% | 2026-Q1 |
| Soroban Capital Partners LP added | 4,184,569 | $754M | 3.2% | 2026-Q1 |
| MORGAN STANLEY trimmed | 4,016,415 | $723M | 3.1% | 2026-Q1 |
| Capital International Investors trimmed | 3,676,942 | $662M | 2.8% | 2026-Q1 |
| BROWN ADVISORY INC added | 3,648,819 | $657M | 2.8% | 2026-Q1 |
| GEODE CAPITAL MANAGEMENT, LLC added | 3,197,791 | $574M | 2.4% | 2026-Q1 |
| PRICE T ROWE ASSOCIATES INC /MD/ trimmed | 2,613,238 | $471M | 2.0% | 2026-Q1 |
| KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC trimmed | 2,284,197 | $411M | 1.8% | 2026-Q1 |
| BANK OF AMERICA CORP /DE/ added | 2,107,458 | $379M | 1.6% | 2026-Q1 |
| Invesco Ltd. added | 1,795,118 | $323M | 1.4% | 2026-Q1 |
| Cantillon Capital Management LLC added | 1,791,379 | $323M | 1.4% | 2026-Q1 |
| GENERATION INVESTMENT MANAGEMENT LLP added | 1,775,609 | $320M | 1.4% | 2026-Q1 |
| T. Rowe Price Investment Management, Inc. added | 1,763,229 | $318M | 1.4% | 2026-Q1 |
| AQR CAPITAL MANAGEMENT LLC added | 1,763,487 | $315M | 1.3% | 2026-Q1 |
| NORGES BANK trimmed | 1,261,998 | $307M | 1.3% | 2026-Q1 |
| VAN ECK ASSOCIATES CORP trimmed | 1,600,386 | $288M | 1.2% | 2026-Q1 |
| Darsana Capital Partners LP added | 1,500,000 | $270M | 1.2% | 2026-Q1 |
| FMR LLC added | 1,452,127 | $261M | 1.1% | 2026-Q1 |
| LAZARD ASSET MANAGEMENT LLC added | 1,236,747 | $223M | 0.9% | 2026-Q1 |
| DIMENSIONAL FUND ADVISORS LP added | 1,101,940 | $198M | 0.8% | 2026-Q1 |
| UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC added | 1,093,161 | $197M | 0.8% | 2026-Q1 |
| Mitsubishi UFJ Asset Management Co., Ltd. trimmed | 1,081,375 | $195M | 0.8% | 2026-Q1 |
| NORTHERN TRUST CORP trimmed | 1,080,763 | $195M | 0.8% | 2026-Q1 |
| GOLDMAN SACHS GROUP INC trimmed | 935,270 | $168M | 0.7% | 2026-Q1 |
| CHARLES SCHWAB INVESTMENT MANAGEMENT INC added | 915,524 | $165M | 0.7% | 2026-Q1 |
| JENSEN INVESTMENT MANAGEMENT INC trimmed | 783,100 | $141M | 0.6% | 2026-Q1 |
| BRANDES INVESTMENT PARTNERS, LP new | 747,201 | $135M | 0.6% | 2026-Q1 |
| Legal & General Group Plc added | 742,807 | $134M | 0.6% | 2026-Q1 |
| Pictet Asset Management Holding SA added | 741,685 | $134M | 0.6% | 2026-Q1 |
| UBS Group AG added | 713,043 | $128M | 0.5% | 2026-Q1 |
| VANGUARD FIDUCIARY TRUST CO new | 680,551 | $123M | 0.5% | 2026-Q1 |
| Bank of New York Mellon Corp trimmed | 678,716 | $122M | 0.5% | 2026-Q1 |
| Amundi added | 663,565 | $119M | 0.5% | 2026-Q1 |
| WELLS FARGO & COMPANY/MN added | 645,444 | $116M | 0.5% | 2026-Q1 |
| Capital World Investors added | 628,105 | $113M | 0.5% | 2026-Q1 |
| JPMORGAN CHASE & CO added | 636,122 | $113M | 0.5% | 2026-Q1 |
| CITIGROUP INC added | 553,397 | $100M | 0.4% | 2026-Q1 |
| Theleme Partners LLP added | 541,088 | $97M | 0.4% | 2026-Q1 |
| DEUTSCHE BANK AG\ added | 504,237 | $91M | 0.4% | 2026-Q1 |
| BESSEMER GROUP INC trimmed | 471,025 | $85M | 0.4% | 2026-Q1 |
| JANE STREET GROUP, LLC added | 464,316 | $84M | 0.4% | 2026-Q1 |
| NATIXIS ADVISORS, LLC trimmed | 462,707 | $83M | 0.4% | 2026-Q1 |
| ARROWSTREET CAPITAL, LIMITED PARTNERSHIP added | 430,867 | $78M | 0.3% | 2026-Q1 |
| JONES FINANCIAL COMPANIES LLLP added | 438,208 | $75M | 0.3% | 2026-Q1 |
| AKO CAPITAL LLP trimmed | 403,774 | $73M | 0.3% | 2026-Q1 |
| ENVESTNET ASSET MANAGEMENT INC added | 400,003 | $72M | 0.3% | 2026-Q1 |
| Findlay Park Partners LLP trimmed | 394,660 | $71M | 0.3% | 2026-Q1 |
| CANADA PENSION PLAN INVESTMENT BOARD added | 393,938 | $71M | 0.3% | 2026-Q1 |
| SEI INVESTMENTS CO added | 377,600 | $68M | 0.3% | 2026-Q1 |
| WORLDQUANT MILLENNIUM ADVISORS LLC added | 367,993 | $66M | 0.3% | 2026-Q1 |
| Swiss National Bank added | 359,160 | $65M | 0.3% | 2026-Q1 |
| NOMURA ASSET MANAGEMENT INTERNATIONAL INC. trimmed | 358,606 | $65M | 0.3% | 2026-Q1 |
| NEUBERGER BERMAN GROUP LLC trimmed | 357,857 | $64M | 0.3% | 2026-Q1 |
| RAYMOND JAMES FINANCIAL INC trimmed | 345,494 | $62M | 0.3% | 2026-Q1 |
| BARCLAYS PLC added | 342,473 | $62M | 0.3% | 2026-Q1 |
| Harding Loevner LP added | 325,008 | $59M | 0.2% | 2026-Q1 |
| Nuveen, LLC added | 318,653 | $57M | 0.2% | 2026-Q1 |
| MILLENNIUM MANAGEMENT LLC added | 313,167 | $56M | 0.2% | 2026-Q1 |
| Russell Investments Group, Ltd. trimmed | 311,784 | $56M | 0.2% | 2026-Q1 |
| Intermede Investment Partners Ltd trimmed | 290,287 | $52M | 0.2% | 2026-Q1 |
| ROYAL BANK OF CANADA trimmed | 272,649 | $49M | 0.2% | 2026-Q1 |
| HSBC HOLDINGS PLC trimmed | 272,085 | $49M | 0.2% | 2026-Q1 |
| Sumitomo Mitsui Trust Group, Inc. trimmed | 263,809 | $48M | 0.2% | 2026-Q1 |
| Vanguard Global Advisers, LLC new | 263,663 | $47M | 0.2% | 2026-Q1 |
| C Partners Holding GmbH | 259,534 | $47M | 0.2% | 2026-Q1 |
| Trexquant Investment LP added | 248,019 | $45M | 0.2% | 2026-Q1 |
| Boston Partners added | 242,771 | $44M | 0.2% | 2026-Q1 |
| RHUMBLINE ADVISERS trimmed | 233,796 | $42M | 0.2% | 2026-Q1 |
| GFI Investment Counsel Ltd. trimmed | 231,801 | $42M | 0.2% | 2026-Q1 |
| BNP PARIBAS FINANCIAL MARKETS trimmed | 227,789 | $41M | 0.2% | 2026-Q1 |
| Fisher Funds Management LTD added | 226,651 | $41M | 0.2% | 2026-Q1 |
| MACKENZIE FINANCIAL CORP added | 220,151 | $40M | 0.2% | 2026-Q1 |
| NEW YORK STATE COMMON RETIREMENT FUND added | 211,918 | $38M | 0.2% | 2026-Q1 |
| VANGUARD ASSET MANAGEMENT, Ltd new | 208,692 | $38M | 0.2% | 2026-Q1 |
| Man Group plc trimmed | 205,278 | $37M | 0.2% | 2026-Q1 |
| CALIFORNIA STATE TEACHERS RETIREMENT SYSTEM trimmed | 197,776 | $36M | 0.2% | 2026-Q1 |
| National Pension Service trimmed | 194,416 | $35M | 0.1% | 2026-Q1 |
| WEITZ INVESTMENT MANAGEMENT, INC. trimmed | 187,605 | $34M | 0.1% | 2026-Q1 |
| FEDERATED HERMES, INC. added | 187,257 | $34M | 0.1% | 2026-Q1 |
| CITADEL ADVISORS LLC added | 175,055 | $32M | 0.1% | 2026-Q1 |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC new | 170,000 | $31M | 0.1% | 2026-Q1 |
| California Public Employees Retirement System trimmed | 160,205 | $29M | 0.1% | 2026-Q1 |
| Meritage Group LP trimmed | 154,308 | $28M | 0.1% | 2026-Q1 |
| VANGUARD GROUP INC trimmed | 14,907,684 | $3.2B | 13.8% | 2025-Q4 stale |
| Carmignac Gestion added | 750,015 | $163M | 0.7% | 2025-Q4 stale |
| Junto Capital Management LP added | 645,525 | $140M | 0.6% | 2025-Q4 stale |
| KENSICO CAPITAL MANAGEMENT CORP trimmed | 450,000 | $115M | 0.5% | 2025-Q3 stale |
| Greenhouse Funds LLLP added | 303,587 | $78M | 0.3% | 2025-Q3 stale |
| Spear Holdings RSC Ltd new | 299,200 | $77M | 0.3% | 2025-Q3 stale |
| Fundsmith LLP trimmed | 235,505 | $57M | 0.2% | 2025-Q1 stale |
| Zurich Insurance Group Ltd/FI added | 140,444 | $36M | 0.2% | 2025-Q3 stale |
| Coalescence Partners Investment Management, LP added | 165,222 | $36M | 0.2% | 2025-Q4 stale |
| Square Wave Capital, LLC added | 165,020 | $36M | 0.2% | 2025-Q4 stale |
| Valley Forge Capital Management, LP added | 146,352 | $32M | 0.1% | 2025-Q4 stale |
| Kodai Capital Management LP added | 129,428 | $32M | 0.1% | 2025-Q1 stale |
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.