Filing Research | EFX - EQUIFAX INC Institutional Holdings

Snapshot holdings

50 / 180 loaded

#		Instrument	quantity
1	Egerton Capital (UK) LLP	Shares	1.5MSH	$235.1M
2	Assenagon Asset Management S.A.	Shares	371.6KSH	$59.0M
3	Fisher Funds Management LTD	Shares	214.4KSH	$34.0M
4	Trinity Street Asset Management LLP	Shares	145.5KSH	$23.1M
5	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	Shares	86.9KSH	$13.8M
6	PBU - The Pension Fund of Early Childhood & Youth Educators	Shares	78.3KSH	$12.4M
7	SIGNATUREFD, LLC	Shares	66.5KSH	$10.6M
8	Swedbank AB	Shares	55.8KSH	$8.9M
9	Canada Post Corp Registered Pension Plan	Shares	55.3KSH	$8.8M
10	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	Shares	45.8KSH	$7.1M
11	Czech National Bank	Shares	33.9KSH	$5.4M
12	OLD NATIONAL BANCORP /IN/	Shares	33.1KSH	$5.3M
13	Blue Zone Wealth Advisors, LLC	Shares	32.5KSH	$5.2M
14	ZWJ INVESTMENT COUNSEL INC	Shares	30.7KSH	$4.9M
15	PensionDanmark Pensionsforsikringsaktieselskab	Shares	29.9KSH	$4.7M
16	Y-Intercept (Hong Kong) Ltd	Shares	29.5KSH	$4.7M
17	IFM Investors Pty Ltd	Shares	29.0KSH	$4.6M
18	TOTH FINANCIAL ADVISORY CORP	Shares	28.9KSH	$4.6M
19	Allen Mooney & Barnes Investment Advisors LLC	Shares	28.7KSH	$4.5M
20	Robeco Institutional Asset Management B.V.	Shares	26.6KSH	$4.2M
21	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	Shares	26.3KSH	$4.2M
22	Mirae Asset Global Investments Co., Ltd.	Shares	26.1KSH	$4.1M
23	THOMPSON INVESTMENT MANAGEMENT, INC.	Shares	22.3KSH	$3.5M
24	Canoe Financial LP	Shares	17.8KSH	$3.3M
25	BUTENSKY & COHEN FINANCIAL SECURITY, INC	Shares	18.7KSH	$3.0M
26	Avanza Fonder AB	Shares	18.3KSH	$2.9M
27	Police & Firemen's Retirement System of New Jersey	Shares	17.5KSH	$2.8M
28	Wealth Science Advisors LLC	Shares	16.4KSH	$2.6M
29	Sumitomo Mitsui DS Asset Management Company, Ltd	Shares	15.9KSH	$2.5M
30	EASTERLY INVESTMENT PARTNERS LLC	Shares	14.4KSH	$2.3M
31	Morningstar Investment Management LLC	Shares	11.6KSH	$2.1M
32	YOUSIF CAPITAL MANAGEMENT, LLC	Shares	12.4KSH	$2.0M
33	Lindsell Train Ltd	Shares	11.8KSH	$1.9M
34	RIVERBRIDGE PARTNERS LLC	Shares	11.5KSH	$1.8M
35	BURNEY CO/	Shares	8.8KSH	$1.4M
36	Cornerstone Wealth Management, LLC	Shares	8.6KSH	$1.4M
37	MIZUHO SECURITIES USA LLC	Shares	7.3KSH	$1.3M
38	Merit Financial Group, LLC	Shares	8.2KSH	$1.3M
39	Legacy Advisors, LLC	Shares	8.0KSH	$1.3M
40	Penobscot Investment Management Company, Inc.	Shares	7.3KSH	$1.2M
41	ABN AMRO INVESTMENT SOLUTIONS	Shares	7.0KSH	$1.1M
42	ARDSLEY ADVISORY PARTNERS LP	Shares	7.0KSH	$1.1M
43	CARY STREET PARTNERS FINANCIAL LLC	Shares	6.9KSH	$1.1M
44	HARTFORD INVESTMENT MANAGEMENT CO	Shares	6.6KSH	$1.0M
45	BUILDER INVESTMENT GROUP INC /ADV	Shares	6.2KSH	$976.6K
46	Louisiana State Employees Retirement System	Shares	6.1KSH	$968.2K
47	Oak Thistle LLC	Shares	5.2KSH	$822.3K
48	HOWLAND CAPITAL MANAGEMENT LLC	Shares	4.5KSH	$709.5K
49	Apollon Wealth Management, LLC	Shares	4.4KSH	$695.7K
50	Fideuram Asset Management (Ireland) dac	Shares	4.4KSH	$673.8K

Scroll to load more

Manager changes2026-06-30 vs 2026-03-31

50 / 225 loaded

#		Instrument
1	Egerton Capital (UK) LLP new	Shares	+1.5M	+$235.1M	$235.1M
2	Assenagon Asset Management S.A. added	Shares	+228.8K	+$33.3M	$59.0M
3	PBU - The Pension Fund of Early Childhood & Youth Educators new	Shares	+78.3K	+$12.4M	$12.4M
4	EASTERLY INVESTMENT PARTNERS LLC new	Shares	+14.4K	+$2.3M	$2.3M
5	SIGNATUREFD, LLC added	Shares	+16.1K	+$1.5M	$10.6M
6	ARDSLEY ADVISORY PARTNERS LP new	Shares	+7.0K	+$1.1M	$1.1M
7	Oak Thistle LLC new	Shares	+5.2K	+$822.3K	$822.3K
8	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC added	Shares	+8.1K	+$703.7K	$7.1M
9	Fideuram Asset Management (Ireland) dac new	Shares	+4.4K	+$673.8K	$673.8K
10	Avanza Fonder AB added	Shares	+5.3K	+$557.5K	$2.9M
11	Ninety One SA (PTY) Ltd new	Shares	+3.1K	+$486.1K	$486.1K
12	EVERGREEN CAPITAL MANAGEMENT LLC new	Shares	+2.6K	+$408.1K	$408.1K
13	J.W. COLE ADVISORS, INC. new	Shares	+2.4K	+$380.6K	$380.6K
14	MISSION WEALTH MANAGEMENT, LP new	Shares	+2.4K	+$377.9K	$377.9K
15	B. Riley Wealth Advisors, Inc. new	Shares	+2.3K	+$366.7K	$366.7K
16	WADDELL & ASSOCIATES, LLC added	Shares	+2.3K	+$326.6K	$640.4K
17	Unique Wealth Strategies, LLC new	Shares	+2.0K	+$321.3K	$321.3K
18	Diversified Trust Co new	Shares	+2.0K	+$318.6K	$318.6K
19	BankChampaign, National Association new	Shares	+1.5K	+$238.1K	$238.1K
20	Capstone Wealth Management, LLC new	Shares	+1.4K	+$225.4K	$225.4K
21	RIVERSEDGE ADVISORS, LLC new	Shares	+1.4K	+$223.6K	$223.6K
22	Ninety One UK Ltd new	Shares	+1.1K	+$173.8K	$173.8K
23	Blue Trust, Inc. added	Shares	+988	+$149.6K	$210.1K
24	Curated Wealth Partners LLC new	Shares	+105.1K	+$140.4K	$140.4K
25	IFM Investors Pty Ltd added	Shares	+3.7K	+$48.8K	$4.6M
26	THOMPSON INVESTMENT MANAGEMENT, INC. added	Shares	+2.8K	+$35.4K	$3.5M
27	NorthCrest Asset Manangement, LLC added	Shares	+456	+$35.0K	$511.5K
28	Cape Investment Advisory, Inc. new	Shares	+200	+$31.7K	$31.7K
29	LRI Investments, LLC added	Shares	+180	+$24.5K	$58.6K
30	SJS Investment Consulting Inc. added	Shares	+172	+$24.2K	$50.0K
31	DARA CAPITAL US, INC. added	Shares	+248	+$22.5K	$164.8K
32	Farther Finance Advisors, LLC added	Shares	+245	+$14.0K	$227.2K
33	E Fund Management (Hong Kong) Co., Ltd. new	Shares	+84	+$13.3K	$13.3K
34	WEST PACES ADVISORS INC. new	Shares	+70	+$11.1K	$11.1K
35	True Wealth Design, LLC added	Shares	+157	+$10.7K	$130.6K
36	LANARK FINANCIAL, INC. added	Shares	+63	+$8.0K	$24.6K
37	HIGHLINE WEALTH PARTNERS LLC added	Shares	+49	+$7.7K	$8.7K
38	Marquette Asset Management, LLC new	Shares	+47	+$7.5K	$7.5K
39	TRUST CO OF TOLEDO NA /OH/ added	Shares	+35	+$5.5K	$5.7K
40	Transce3nd, LLC added	Shares	+25	+$3.7K	$9.8K
41	GoalVest Advisory LLC new	Shares	+17	+$2.7K	$2.7K
42	WEBSTER BANK, N. A. new	Shares	+16	+$2.5K	$2.5K
43	Spire Wealth Management added	Shares	+26	+$1.7K	$22.6K
44	Physician Wealth Advisors, Inc. added	Shares	+10	+$1.5K	$2.4K
45	Creative Capital Management Investments LLC new	Shares	+7	+$1.1K	$1.1K
46	Hughes Financial Services, LLC added	Shares	+4	+$528	$1.4K
47	Crewe Advisors LLC added	Shares	+1	+$94	$635
48	FINANCIAL CONSULATE, INC added	Shares	+1	+$52	$953
49	MIZUHO SECURITIES USA LLC unchanged	Shares	0	$0	$1.3M
50	Morningstar Investment Management LLC unchanged	Shares	0	$0	$2.1M

Scroll to load more