Equifax

EFX • NYSE

Equifax is a consulting services company in the industrials sector on NYSE, led by Mark W. Begor, with a market cap of $26.8B. As of Q3 2025, 97% of shares are held by 825 institutional investors, with VANGUARD GROUP INC as the largest holder at 12.41%.

CEOMark W. Begor

Market Cap$26.8B

Consulting Services

Industrials

Employees14.9K

Websiteequifax.com

Country

United States of America

Overview

Overview of institutional ownership in EFX as of Q3 2025 with a market cap of $31.6B

All Institutions

Institutions: 825
Value Held: $30.8B
Shares Held: 120.1M
Avg Position: $37.3M
Median Position: $771.2K

Hedge Funds

Hedge Funds: 43
Value Held: $1.2B
Shares Held: 4.5M
Avg Position: $27.1M
Median Position: $2.8M

Ownership Breakdown

Institutional (non-HF)

93.74%

$29.6B

Hedge Funds

3.69%

$1.2B

Retail & Other

2.57%

$812.8M

Based on market cap of $31.6B as of Q3 2025. Institutional (non-HF) excludes hedge funds to avoid double counting.

Biggest Investors

Institutions with the largest positions in EFX as of Q3 2025

Institution	Key People	Position Value	Ownership	Owned Since	Total AUM (Long)
VANGUARD GROUP INC Institution	Salim Ramji CEO	$3.9B 0.06% of portfolio	12.41% 15.3M shares	≤ Q2 2013 Held for 12y 6m+	$6.69T
C Capital International Investors Institution	-	$2.7B 0.43% of portfolio	8.47% 10.4M shares	Q3 2017 Held for 8y 3m	$617.62B
BlackRock, Inc. Institution	Laurence D. Fink CEO	$2.4B 0.04% of portfolio	7.45% 9.2M shares	≤ Q2 2013 Held for 12y 6m+	$5.67T
PRICE T ROWE ASSOCIATES INC /MD/ Long Only Manager	Robert W Sharps President	$1.5B 0.17% of portfolio	4.83% 6.0M shares	≤ Q2 2013 Held for 12y 6m+	$912.31B
HARRIS ASSOCIATES L P Long Only Manager	David Gregory Herro Chairman	$1.5B 2.40% of portfolio	4.74% 5.8M shares	Q2 2018 Held for 7y 6m	$62.4B
STATE STREET CORP Institution	Ronald P. O'Hanley CEO	$1.3B 0.04% of portfolio	4.05% 5.0M shares	≤ Q2 2013 Held for 12y 6m+	$2.88T
MORGAN STANLEY RIA/Wealth	Jed Finn CEO	$1.2B 0.07% of portfolio	3.77% 4.6M shares	≤ Q2 2013 Held for 12y 6m+	$1.65T
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	Edward Murray Maloney CEO	$820.5M 0.25% of portfolio	2.60% 3.2M shares	Q2 2014 Held for 11y 6m	$322.72B
GEODE CAPITAL MANAGEMENT LLC ETF Provider	David Kenneth Lane CEO	$811.4M 0.05% of portfolio	2.58% 3.2M shares	≤ Q2 2013 Held for 12y 6m+	$1.57T
KAYNE ANDERSON RUDNICK INVESTMENT MANAGEMENT LLC Long Only Manager	George Robert Aylward CEO	$773.9M 1.89% of portfolio	2.45% 3.0M shares	Q3 2019 Held for 6y 3m	$41.0B

Net Capital Flow

Institutional buying and selling activity for EFX in Q3 2025

Traded: +$876.2M
Buyers: 407
Sellers: 329
Total Bought: +$2.2B
Total Sold: −$1.4B
Avg Position: $33.8M

Biggest Buyers

Institution	Net Bought	Current Position
B BROWN ADVISORY INC RIA/Wealth	+$445.4M +1.7M shares	$458.4M 1.8M shares
MORGAN STANLEY RIA/Wealth	+$192.3M +749.5K shares	$1.2B 4.6M shares
HARRIS ASSOCIATES L P Long Only Manager	+$186.2M +725.9K shares	$1.5B 5.8M shares
VANGUARD GROUP INC Institution	+$81.1M +316.0K shares	$3.9B 15.3M shares
R ROYAL BANK OF CANADA Institution	+$79.7M +310.6K shares	$116.6M 454.5K shares
S Spear Holdings RSC Ltd Institution	+$76.8M +299.2K shares	$76.8M 299.2K shares
AQR CAPITAL MANAGEMENT LLC Hedge Fund•Multi-Strategy	+$76.3M +297.5K shares	$84.2M 328.6K shares
BARCLAYS PLC Institution	+$76.1M +296.8K shares	$138.8M 540.9K shares
UBS Group AG Institution	+$71.5M +278.9K shares	$164.3M 640.3K shares
BANK OF AMERICA CORP /DE/ Institution	+$60.5M +236.0K shares	$199.0M 775.9K shares

Biggest Sellers

Institution	Net Sold	Current Position
FMR LLC Institution	−$310.7M −1.2M shares	$465.8M 1.8M shares
GOLDMAN SACHS GROUP INC Institution	−$86.4M −337.0K shares	$196.7M 766.7K shares
KENSICO CAPITAL MANAGEMENT CORP Hedge Fund•Multi-Strategy	−$69.2M −269.9K shares	$115.4M 450.0K shares
T T. Rowe Price Investment Management, Inc. Insurance Manager	−$62.4M −243.2K shares	$450.6M 1.8M shares
MASSACHUSETTS FINANCIAL SERVICES CO /MA/ Long Only Manager	−$38.9M −151.8K shares	$820.5M 3.2M shares
M Man Group plc Institution	−$34.2M −133.4K shares	$10.0M 38.9K shares
CIBC Global Asset Management Inc Long Only Manager	−$33.5M −130.7K shares	$18.4M 71.7K shares
Robeco Investment Management, Inc. Long Only Manager	−$32.7M −127.3K shares	$270.7M 1.1M shares
Intermede Investment Partners Ltd Long Only Manager	−$31.8M −123.9K shares	$82.4M 321.3K shares
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	−$30.8M −118.7K shares	Sold Off 0 shares

Entry and Exit Activity

Institutions that initiated new positions or completely exited EFX in Q3 2025

New Positions: 40
New Value: $117.4M
Exited Positions: 85
Exited Value: $287.8M

New Positions

Institution	Position Value
S Spear Holdings RSC Ltd Institution	$76.8M 299.2K shares
M Meridiem Capital Partners LP Hedge Fund•Long/Short	$12.5M 48.6K shares
Arvin Capital Management LP Hedge Fund•Long/Short	$9.3M 36.1K shares
Morningstar Investment Management LLC Long Only Manager	$5.5M 21.3K shares
I Ilmarinen Mutual Pension Insurance Co Institution	$5.3M 20.8K shares
K Katamaran Capital LLP Institution	$4.9M 19.0K shares
Catalytic Wealth RIA, LLC RIA/Wealth	$506.6K 2.0K shares
RFG Advisory Group, LLC RIA/Wealth	$486.6K 1.9K shares
I Inscription Capital, LLC RIA/Wealth	$336.9K 1.3K shares
S SPIREPOINT PRIVATE CLIENT, LLC RIA/Wealth	$327.8K 1.3K shares

Exited Positions

Institution	Previous Position
TWO SIGMA ADVISERS, LLC Hedge Fund•Multi-Strategy	$30.8M 118.7K shares
WORLDQUANT MILLENNIUM QUANTITATIVE STRATEGIES LLC Hedge Fund•Multi-Strategy	$26.7M 102.8K shares
RENAISSANCE TECHNOLOGIES LLC Hedge Fund•Quant	$22.3M 86.0K shares
Q Qube Research & Technologies Ltd Institution	$20.5M 78.9K shares
E Eisler Capital Management Ltd. Institution	$20.1M 77.5K shares
Connor, Clark & Lunn Investment Management Ltd. Long Only Manager	$19.6M 75.7K shares
F Freestone Grove Partners LP Hedge Fund•Multi-Strategy	$16.2M 62.5K shares
H HRT FINANCIAL LLC Institution	$15.7M 60.7K shares
Jain Global LLC Hedge Fund•Multi-Strategy	$15.1M 58.1K shares
F FRED ALGER MANAGEMENT INC Long Only Manager	$14.3M 55.2K shares

Options Activity

Institutions with the largest Call and Put options positions in EFX as of Q3 2025

Call Positions: 14
Call Value: $56.5M
Put Positions: 13
Put Value: $41.3M

Call Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$22.3M 870.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$9.2M 360.0 contracts
J JANE STREET GROUP, LLC Institution	$6.7M 262.0 contracts
W WOLVERINE TRADING, LLC Institution	$3.9M 153.0 contracts
P PEAK6 LLC Institution	$2.9M 112.0 contracts
Walleye Trading LLC RIA/Wealth	$2.6M 100.0 contracts
C Cubist Systematic Strategies, LLC Institution	$2.4M 95.0 contracts
T Twin Tree Management, LP Hedge Fund•Vol Arbitrage	$2.2M 87.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$2.2M 85.0 contracts
UBS Group AG Institution	$770.6K 30.0 contracts

Put Positions

Institution	Position Value
SUSQUEHANNA INTERNATIONAL GROUP, LLP Private Equity	$15.7M 613.0 contracts
CITADEL ADVISORS LLC Hedge Fund•Multi-Strategy	$7.6M 297.0 contracts
Walleye Trading LLC RIA/Wealth	$6.2M 243.0 contracts
P Parallax Volatility Advisers, LLC Hedge Fund•Vol Arbitrage	$5.7M 224.0 contracts
J JANE STREET GROUP, LLC Institution	$2.1M 82.0 contracts
MILLENNIUM MANAGEMENT LLC Hedge Fund•Multi-Strategy	$1.2M 45.0 contracts
W WOLVERINE TRADING, LLC Institution	$1.1M 42.0 contracts
Walleye Trading Advisors, LLC Hedge Fund•Multi-Strategy	$769.6K 30.0 contracts
C Cubist Systematic Strategies, LLC Institution	$590.0K 23.0 contracts
S Squarepoint Ops LLC Hedge Fund•Quant	$230.9K 9.0 contracts

Most Committed Institutions

Institutions with EFX as the highest % of their portfolio as of Q3 2025

Institution	Key People	Portfolio Weight	Ownership	Owned Since	Total AUM (Long)
A aeris Capital Holding GmbH Institution	-	11.22% $42.8M	0.14% 166.8K shares	Q4 2017 Held for 8 years	$381.2M
INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV RIA/Wealth	Timothy Michael Rigby President	9.56% $22.4M	0.07% 87.3K shares	Q4 2014 Held for 11 years	$234.4M
T Theleme Partners LLP Institution	-	8.30% $129.8M	0.41% 506.1K shares	Q2 2024 Held for 1y 6m	$1.6B
Geo Capital Gestora de Recursos Ltd Hedge Fund•Value	Andre Won Suk Kim Partner	7.19% $3.6M	0.01% 13.9K shares	Q4 2018 Held for 7 years	$49.5M
G GFI Investment Counsel Ltd. RIA/Wealth	Daniel Todd Goodman CEO	6.70% $64.3M	0.20% 250.7K shares	Q1 2021 Held for 4y 9m	$960.1M
Coalescence Partners Investment Management, LP Venture Capital	Stephanie Marie Geveda Founder	6.04% $22.9M	0.07% 89.2K shares	Q2 2024 Held for 1y 6m	$379.1M
D Darsana Capital Partners LP Hedge Fund•Long/Short	Anand Kishor Desai Managing Partner	5.60% $256.5M	0.81% 1.0M shares	Q1 2025 Held for 9 months	$4.6B
Freshford Capital Management, LLC Hedge Fund•Long/Short	Michael Gerard Doheny President	4.79% $16.6M	0.05% 64.8K shares	Q4 2024 Held for 1 year	$346.9M
G GENERATION INVESTMENT MANAGEMENT LLP Institution	-	4.65% $702.0M	2.22% 2.7M shares	Q1 2019 Held for 6y 9m	$15.1B
K Katamaran Capital LLP Institution	-	4.46% $4.9M	0.02% 19.0K shares	Q3 2025 Held for 3 months	$109.6M

Hedge Fund Spotlight

Discover hedge funds investing in EFX

Blueshift Asset Management, LLC

Hedge Fund • Quant

Portfolio ManagerMani Sabet Mahjouri

Portfolio Value: $325.8M
Positions: 427
Last Reported: Q3 2025

Sector Allocation

Position in Equifax

Market Value: $1.2M
Shares Held: 4.7K
Portfolio Weight: 0.37%
Owned Since: 2024-Q2

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3 Crocs CROX	Apparel - Footwear & Accessories Consumer Cyclical	$4.1M	1.25%