EFX · Company research
Equifax, Incorporated (EFX): Ownership & Institutional Holders
Reported institutional positions. Filing dates and sources matter.
RESEARCH CONTEXT
Understand the numbers
Reported institutional positions. Filing dates and sources matter. Use period, currency, units and source fields when interpreting values.
80records availableFinancial Services
Ownership & Institutional Holders data
Database-backed records only
| holder name | cik | period end | shares held | market value | ownership percent | shares change | shares change percent | filing date | data source |
|---|---|---|---|---|---|---|---|---|---|
| First Financial Corporation Common Stock | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 4803 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| First Financial Corporation | 714562 | Wed Sep 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 35 | 4803 | — | — | — | Oct 13, 2026 | SEC_13F_HR |
| PENSION & WEALTH MANAGEMENT ADVISORS, INC. | 2145782 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 33 | 5238 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| XTX Topco Ltd | 1828301 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5087 | 807409 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| State of Tennessee, Department of Treasury | 1587973 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13534 | 2148117 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| SIT INVESTMENT ASSOCIATES INC | 769317 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 285 | 45 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Chevy Chase Trust Holdings, LLC | 1462020 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 55732 | 8845783 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Nemes Rush Group LLC | 1982273 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 21 | 3386 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Legacy Financial Advisors, Inc. | 1730810 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4810 | 763516 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Ninety One SA (Pty) Ltd | 1491998 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3148 | 486146 | — | — | — | Jul 16, 2026 | SEC_13F_DATASET |
| Bayforest Capital Ltd | 2048423 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 592 | 93962 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| O'SHAUGHNESSY ASSET MANAGEMENT, LLC | 1423442 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 6720 | 1066598 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Silver Grove Financial Group, Inc. | 2111172 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 43 | 6825 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Texas Capital Bank Wealth Management Services Inc | 1802655 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 1111040 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MONTAG A & ASSOCIATES INC | 829407 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 49449 | 7848546 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| WESTPAC BANKING CORP | 719245 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 791 | 125548 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| OpenArc Corporate Advisory, LLC | 2111345 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2975 | 472192 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| ADAGE CAPITAL PARTNERS GP, L.L.C. | 1165408 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 106100 | 16840192 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Smithfield Trust Co | 1019754 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 111 | 17 | — | — | — | Aug 5, 2026 | SEC_13F_DATASET |
| Y-Intercept (Hong Kong) Ltd | 1772875 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29541 | 4688748 | — | — | — | Jul 14, 2026 | SEC_13F_DATASET |
| Magnetar Financial LLC | 1352851 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1515 | 240461 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| AKO CAPITAL LLP | 1376879 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 134439 | 21338 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| STANCE CAPITAL LLC | 2056334 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10382 | 1647831 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC | 1629649 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3818 | 605993 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Allworth Financial LP | 1555170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3802 | 603516 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| TD Waterhouse Canada Inc. | 1999606 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1100 | 178266 | — | — | — | Jul 27, 2026 | SEC_13F_DATASET |
| HOWLAND CAPITAL MANAGEMENT LLC | 1079112 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4470 | 709479 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| Dundas Partners LLP | 1742418 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 67627 | 10733757 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| WOLFF WIESE MAGANA LLC | 1832097 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 24 | 3810 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| JPL Wealth Management, LLC | 2010710 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 13 | 2064 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ARDSLEY ADVISORY PARTNERS LP | 900529 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7000 | 1111040 | — | — | — | Jul 13, 2026 | SEC_13F_DATASET |
| BROWN BROTHERS HARRIMAN & CO | 14661 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1762 | 279665 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| GEODE CAPITAL MANAGEMENT, LLC | 1214717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2765734 | 436950696 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| COLDSTREAM CAPITAL MANAGEMENT INC | 1082339 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1315 | 208718 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| Tema ETFs LLC | 2056807 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2565 | 407117 | — | — | — | Jul 10, 2026 | SEC_13F_DATASET |
| RBO & CO LLC | 1162827 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 68872 | 10931364 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| BANK OF MONTREAL /CAN/ | 927971 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 46208 | 7334134 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| Ares Financial Consulting, LLC | 2106717 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 39 | 6190 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| BlackRock, Inc. | 2012383 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3574197 | 567296548 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| AVIVA PLC | 1140022 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 90376 | 14344479 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| VANGUARD CAPITAL MANAGEMENT LLC | 2100119 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7780433 | 1234910326 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Marquette Asset Management, LLC | 1395067 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 47 | 7460 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Piscataqua Savings Bank | 1855835 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 337 | 53488 | — | — | — | Jul 9, 2026 | SEC_13F_DATASET |
| Legacy Advisors, LLC | 1720969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8003 | 1270200 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| Ameritas Investment Partners, Inc. | 1055980 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1035 | 164275 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Jump Financial, LLC | 1831577 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 41620 | 6605926 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| NICOLET BANKSHARES INC | 1174850 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1284 | 203796 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Qsemble Capital Management, LP | 1766159 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 8051 | 1277855 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| Rakuten Securities, Inc. | 2009539 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 10 | 1587 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| PensionDanmark Pensionsforsikringsaktieselskab | 1897090 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 29915 | 4748109 | — | — | — | Jul 8, 2026 | SEC_13F_DATASET |
| Mascoma Wealth Management LLC | 1695664 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 266 | 42220 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| VISTA CAPITAL PARTNERS, INC. | 1486946 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1295 | 205542 | — | — | — | Jul 24, 2026 | SEC_13F_DATASET |
| STATE STREET CORP | 93751 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 5199595 | 825279718 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| FMR LLC | 315066 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 11660 | 1850675 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Sentry LLC | 2004474 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 16639 | 2640942 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| POWER WEALTH MANAGEMENT LLC | 2001039 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4469 | 709320 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC | 922127 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 12270 | 1947494 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| STIFEL FINANCIAL CORP | 720672 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 23 | 3651 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| EASTERLY INVESTMENT PARTNERS LLC | 1766150 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 14400 | 2285568 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| EVERGREEN CAPITAL MANAGEMENT LLC | 1260824 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2559 | 406165 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| CITIGROUP INC | 831001 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 593527 | 94204637 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| B. Metzler seel. Sohn & Co. AG | 1847838 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2916 | 462828 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| AMALGAMATED BANK | 919192 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 20922 | 3321 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| Versant Capital Management, Inc | 1735057 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 556 | 88248 | — | — | — | Jul 2, 2026 | SEC_13F_DATASET |
| WBI INVESTMENTS, LLC | 1397424 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3619 | 574408 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Phoenix Financial Ltd. | 1679543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1459 | 231572 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| NEW YORK STATE TEACHERS RETIREMENT SYSTEM | 314969 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 91005 | 14444 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| TOWARZYSTWO FUNDUSZY INWESTYCYJNYCH PZU SA | 2071170 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 180 | 28570 | — | — | — | Aug 7, 2026 | SEC_13F_DATASET |
| MERCER GLOBAL ADVISORS INC /ADV | 853758 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 37680 | 5980625 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Advisory Services Network, LLC | 1573876 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3138 | 498063 | — | — | — | Aug 12, 2026 | SEC_13F_DATASET |
| SCHRODER INVESTMENT MANAGEMENT GROUP | 1086619 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 3941 | 624924 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| DIMENSIONAL FUND ADVISORS LP | 354204 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 974412 | 154658706 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Osmosis Investment Management UK Ltd | 1780700 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2777 | 440765 | — | — | — | Aug 13, 2026 | SEC_13F_DATASET |
| Apollon Wealth Management, LLC | 1764387 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 4383 | 695671 | — | — | — | Jul 23, 2026 | SEC_13F_DATASET |
| PEAPACK GLADSTONE FINANCIAL CORP | 1050743 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 1718 | 273 | — | — | — | Aug 14, 2026 | SEC_13F_DATASET |
| ZEGA Investments, LLC | 2045703 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 2500 | 396800 | — | — | — | Jul 31, 2026 | SEC_13F_DATASET |
| Summit Trail Advisors, LLC | 1698478 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 7331 | 1163618 | — | — | — | Aug 11, 2026 | SEC_13F_DATASET |
| Spire Wealth Management | 1858740 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 142 | 22567 | — | — | — | Jul 15, 2026 | SEC_13F_DATASET |
| ENVESTNET ASSET MANAGEMENT INC | 1407543 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 301096 | 47789948 | — | — | — | Aug 3, 2026 | SEC_13F_DATASET |
| CoreCap Advisors, LLC | 1902501 | Tue Jun 30 2026 00:00:00 GMT+0000 (Coordinated Universal Time) | 74 | 11745 | — | — | — | Jul 6, 2026 | SEC_13F_DATASET |
Informational research only, not financial advice. Forecasts are uncertain and can be wrong.