Also trades as: 0II3.L (LSE) · $vol 0M
EFX Institutional Ownership
Equifax Inc.
1W: -0.5%
1M: +20.5%
3M: -6.1%
YTD: -17.9%
1Y: -24.7%
3Y: +1.2%
5Y: -33.7%
$175.71
-2.85 (-1.60%)
Weekly Expected Move ±8.0%
$153
$168
$182
$197
$212
Credit Risk of going bust: lower than 57% of companies Debt: 20.1% of company value Bonds: $155.2M held by 188 funds, 67 bp over Treasuries → details ▾
Of US companies ranked in the middle of the pack, about 1 in 580 filed for bankruptcy within a year (2020-2025).
If the stock fell to about $3.76 (down 98%), Equifax Inc. would be worth roughly what it owes.
Total debt $5.21B against a stock market value of $20.64B.
Distance to default 5.80 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $2.68B (short-term plus half of long-term), stock volatility 41.3%; Altman Z'' 3.27. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
If the stock fell to about $3.76 (down 98%), Equifax Inc. would be worth roughly what it owes.
Total debt $5.21B against a stock market value of $20.64B.
Distance to default 5.80 (Merton model): prices to 2026-10-27, balance sheet 2026-09-30, debt counted $2.68B (short-term plus half of long-term), stock volatility 41.3%; Altman Z'' 3.27. A ranking and a back-test, not a forecast.
Bond figures are fund-reported marks (SEC N-PORT) as of Jul 2026. How these are computed.
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Institutional Ownership — EFX
983
Institutional Holders
-40 vs prior quarter
0.0%
Ownership
+0.00pp
$19B
Total Invested
115
New Positions
254
Increased
493
Reduced
138
Closed
0.81
Put/Call Ratio
Ownership Trends
Top Institutional Holders (1105 total)
| # | Holder | Shares | Value | Change | Change % | Holding Period | Filing |
|---|---|---|---|---|---|---|---|
| 1 | BlackRock, Inc. | 9,396,150 | $1.7B | -65,798 | -0.7% | 8Q | SEC ↗ |
| 2 | VANGUARD CAPITAL MANAGEMENT LLC | 7,780,433 | $1.4B | -44,672 | -0.6% | 2Q | SEC ↗ |
| 3 | HARRIS ASSOCIATES L P | 7,447,263 | $1.3B | -81,853 | -1.1% | 15Q | SEC ↗ |
| 4 | VANGUARD PORTFOLIO MANAGEMENT LLC | 5,242,614 | $921M | -28,390 | -0.5% | 2Q | SEC ↗ |
| 5 | STATE STREET CORP | 5,199,595 | $914M | +176,003 | +3.5% | 46Q | SEC ↗ |
| 6 | Capital International Investors | 5,187,147 | $911M | +1,510,205 | +41.1% | 36Q | SEC ↗ |
| 7 | Soroban Capital Partners LP | 4,410,883 | $775M | +226,314 | +5.4% | 3Q | SEC ↗ |
| 8 | MASSACHUSETTS FINANCIAL SERVICES CO /M | 3,869,490 | $680M | -830,420 | -17.7% | 49Q | SEC ↗ |
| 9 | MORGAN STANLEY | 3,310,957 | $582M | -705,458 | -17.6% | 60Q | SEC ↗ |
| 10 | BROWN ADVISORY INC | 3,287,984 | $578M | -360,835 | -9.9% | 65Q | SEC ↗ |
| 11 | GEODE CAPITAL MANAGEMENT, LLC | 3,155,753 | $554M | -42,038 | -1.3% | 92Q | SEC ↗ |
| 12 | AQR CAPITAL MANAGEMENT LLC | 2,669,074 | $469M | +905,167 | +51.3% | 11Q | SEC ↗ |
| 13 | Invesco Ltd. | 2,000,228 | $351M | +179,492 | +9.9% | 87Q | SEC ↗ |
| 14 | PRICE T ROWE ASSOCIATES INC /MD | 1,958,098 | $344M | -655,140 | -25.1% | 16Q | SEC ↗ |
| 15 | KAYNE ANDERSON RUDNICK INVESTMENT MANA | 1,888,519 | $332M | -395,678 | -17.3% | 28Q | SEC ↗ |
| 16 | GENERATION INVESTMENT MANAGEMENT LLP | 1,832,583 | $322M | +56,974 | +3.2% | 30Q | SEC ↗ |
| 17 | LAZARD ASSET MANAGEMENT LLC | 1,552,857 | $273M | +316,110 | +25.6% | 9Q | SEC ↗ |
| 18 | NORGES BANK NEW | 1,535,111 | $270M | — | +0.0% | 1Q | SEC ↗ |
| 19 | Darsana Capital Partners LP | 1,500,000 | $264M | — | +0.0% | 6Q | SEC ↗ |
| 20 | Egerton Capital (UK) LLP NEW | 1,481,188 | $260M | — | +0.0% | 1Q | SEC ↗ |
| 21 | FMR LLC | 1,349,817 | $237M | -144,970 | -9.7% | 110Q | SEC ↗ |
| 22 | UBS AM, a distinct business unit of UB | 1,192,831 | $210M | +99,670 | +9.1% | 63Q | SEC ↗ |
| 23 | JANE STREET GROUP, LLC | 1,188,265 | $209M | +723,949 | +155.9% | 37Q | SEC ↗ |
| 24 | BANK OF AMERICA CORP /DE | 1,179,532 | $207M | -927,926 | -44.0% | 15Q | SEC ↗ |
| 25 | BRANDES INVESTMENT PARTNERS, LP | 1,152,350 | $202M | +405,149 | +54.2% | 2Q | SEC ↗ |
| 26 | GOLDMAN SACHS GROUP INC | 1,104,989 | $194M | +169,719 | +18.1% | 15Q | SEC ↗ |
| 27 | Mitsubishi UFJ Asset Management Co., L | 1,101,579 | $194M | +20,204 | +1.9% | 69Q | SEC ↗ |
| 28 | DIMENSIONAL FUND ADVISORS LP | 1,100,461 | $193M | -1,479 | -0.1% | 102Q | SEC ↗ |
| 29 | Boston Partners | 1,098,927 | $193M | +856,156 | +352.7% | 11Q | SEC ↗ |
| 30 | NORTHERN TRUST CORP | 1,081,476 | $190M | +713 | +0.1% | 110Q | SEC ↗ |
| 31 | Sixth Street Partners Management Compa NEW | 983,836 | $173M | — | +0.0% | 1Q | SEC ↗ |
| 32 | CHARLES SCHWAB INVESTMENT MANAGEMENT I | 983,836 | $173M | +68,312 | +7.5% | 15Q | SEC ↗ |
| 33 | UBS Group AG | 970,757 | $171M | +257,714 | +36.1% | 47Q | SEC ↗ |
| 34 | Carmignac Gestion | 710,685 | $125M | +346,080 | +94.9% | 8Q | SEC ↗ |
| 35 | MARSHALL WACE, LLP | 681,919 | $120M | +553,726 | +431.9% | 5Q | SEC ↗ |
| 36 | Legal & General Group Plc | 676,765 | $119M | -66,042 | -8.9% | 27Q | SEC ↗ |
| 37 | VANGUARD FIDUCIARY TRUST CO | 668,654 | $117M | -11,897 | -1.7% | 2Q | SEC ↗ |
| 38 | CITIGROUP INC | 658,727 | $116M | +105,330 | +19.0% | 110Q | SEC ↗ |
| 39 | ARROWSTREET CAPITAL, LIMITED PARTNERSH | 657,963 | $116M | +227,096 | +52.7% | 3Q | SEC ↗ |
| 40 | Capital World Investors | 627,303 | $110M | -802 | -0.1% | 2Q | SEC ↗ |
| 41 | Amundi | 602,081 | $106M | -61,484 | -9.3% | 21Q | SEC ↗ |
| 42 | Bank of New York Mellon Corp | 582,933 | $102M | -95,783 | -14.1% | 76Q | SEC ↗ |
| 43 | Theleme Partners LLP | 574,213 | $101M | +33,125 | +6.1% | 9Q | SEC ↗ |
| 44 | Man Group plc | 517,102 | $91M | +311,824 | +151.9% | 8Q | SEC ↗ |
| 45 | BARCLAYS PLC | 500,871 | $88M | +158,398 | +46.3% | 67Q | SEC ↗ |
| 46 | DEUTSCHE BANK AG | 498,905 | $88M | -5,332 | -1.1% | 52Q | SEC ↗ |
| 47 | WELLS FARGO & COMPANY/MN | 477,690 | $84M | -167,754 | -26.0% | 110Q | SEC ↗ |
| 48 | Pacer Advisors, Inc. | 382,659 | $67M | +372,889 | +3816.7% | 43Q | SEC ↗ |
| 49 | JPMORGAN CHASE & CO | 381,186 | $67M | -254,936 | -40.1% | 103Q | SEC ↗ |
| 50 | NATIXIS ADVISORS, LLC | 377,262 | $66M | -85,445 | -18.5% | 62Q | SEC ↗ |
Recent Activity
New Positions (20)
| Holder | Shares | Value |
|---|---|---|
| NORGES BANK | 1,535,111 | $270M |
| Egerton Capital (UK) LLP | 1,481,188 | $260M |
| Sixth Street Partners Management Co | 983,836 | $173M |
| Qube Research & Technologies Ltd | 329,201 | $58M |
| Diamond Hill Capital Management, LL | 199,342 | $35M |
| TUDOR INVESTMENT CORP ET AL | 116,778 | $21M |
| Curated Wealth Partners LLC | 105,149 | $18M |
| Aquatic Capital Management LLC | 98,934 | $17M |
| Nearwater Capital Markets, Ltd | 93,000 | $16M |
| Vulcan Value Partners, LLC | 90,748 | $16M |
| PBU - The Pension Fund of Early Chi | 78,291 | $14M |
| Running Oak Capital LLC | 49,516 | $9M |
| Point72 Asset Management, L.P. | 47,152 | $8M |
| Jump Financial, LLC | 42,609 | $7M |
| Entropy Technologies, LP | 38,085 | $7M |
| RENAISSANCE TECHNOLOGIES LLC | 36,395 | $6M |
| Nykredit A/S | 34,893 | $6M |
| Prana Capital Management, LP | 25,606 | $4M |
| Aigen Investment Management, LP | 16,836 | $3M |
| Engineers Gate Manager LP | 16,743 | $3M |
Sold Out (20)
| Holder | Prev Shares | Prev Value |
|---|---|---|
| Cantillon Capital Management LLC | 1,791,379 | $315M |
| T. Rowe Price Investment Management | 1,763,229 | $310M |
| Junto Capital Management LP | 645,525 | $113M |
| Findlay Park Partners LLP | 394,660 | $69M |
| CAPITOLIS LIQUID GLOBAL MARKETS LLC | 170,000 | $30M |
| Coalescence Partners Investment Man | 165,222 | $29M |
| Square Wave Capital, LLC | 165,020 | $29M |
| Valley Forge Capital Management, LP | 146,352 | $26M |
| TimesSquare Capital Management, LLC | 115,223 | $20M |
| PARNASSUS INVESTMENTS, LLC | 98,891 | $17M |
| NS Partners Ltd | 94,791 | $17M |
| Freestone Grove Partners LP | 85,640 | $15M |
| Taikang Asset Management (Hong Kong | 77,197 | $14M |
| Madison Asset Management, LLC | 70,191 | $12M |
| SCOPUS ASSET MANAGEMENT, L.P. | 50,000 | $9M |
| SAWGRASS ASSET MANAGEMENT LLC | 44,119 | $8M |
| Triveni Capital Investments LP | 41,179 | $7M |
| MILFORD FUNDS LTD | 37,867 | $7M |
| Mediolanum International Funds Ltd | 32,702 | $6M |
| Berkeley, Inc | 30,963 | $5M |
Biggest Increases (20)
| Holder | Added | Change % | Total Shares |
|---|---|---|---|
| Capital International Investors | +1,510,205 | +41.1% | 5,187,147 |
| AQR CAPITAL MANAGEMENT LLC | +905,167 | +51.3% | 2,669,074 |
| Boston Partners | +856,156 | +352.7% | 1,098,927 |
| JANE STREET GROUP, LLC | +723,949 | +155.9% | 1,188,265 |
| MARSHALL WACE, LLP | +553,726 | +431.9% | 681,919 |
| BRANDES INVESTMENT PARTNERS, LP | +405,149 | +54.2% | 1,152,350 |
| Pacer Advisors, Inc. | +372,889 | +3816.7% | 382,659 |
| Carmignac Gestion | +346,080 | +94.9% | 710,685 |
| LAZARD ASSET MANAGEMENT LLC | +316,110 | +25.6% | 1,552,857 |
| Man Group plc | +311,824 | +151.9% | 517,102 |
| UBS Group AG | +257,714 | +36.1% | 970,757 |
| SG Americas Securities, LLC | +234,333 | +268.2% | 321,710 |
| Assenagon Asset Management S.A. | +228,820 | +160.2% | 371,613 |
| ARROWSTREET CAPITAL, LIMITED PARTNE | +227,096 | +52.7% | 657,963 |
| Soroban Capital Partners LP | +226,314 | +5.4% | 4,410,883 |
| D. E. Shaw & Co., Inc. | +207,467 | +214.6% | 304,152 |
| Invesco Ltd. | +179,492 | +9.9% | 2,000,228 |
| STATE STREET CORP | +176,003 | +3.5% | 5,199,595 |
| GOLDMAN SACHS GROUP INC | +169,719 | +18.1% | 1,104,989 |
| BARCLAYS PLC | +158,398 | +46.3% | 500,871 |
Biggest Decreases (20)
| Holder | Reduced | Change % | Total Shares |
|---|---|---|---|
| VAN ECK ASSOCIATES CORP | -1,565,290 | -97.8% | 35,096 |
| BANK OF AMERICA CORP /DE | -927,926 | -44.0% | 1,179,532 |
| MASSACHUSETTS FINANCIAL SERVICES CO | -830,420 | -17.7% | 3,869,490 |
| MORGAN STANLEY | -705,458 | -17.6% | 3,310,957 |
| PRICE T ROWE ASSOCIATES INC /MD | -655,140 | -25.1% | 1,958,098 |
| Pictet Asset Management Holding SA | -624,869 | -84.2% | 116,816 |
| BESSEMER GROUP INC | -469,095 | -99.6% | 1,930 |
| JENSEN INVESTMENT MANAGEMENT INC | -412,549 | -52.7% | 370,551 |
| KAYNE ANDERSON RUDNICK INVESTMENT M | -395,678 | -17.3% | 1,888,519 |
| BROWN ADVISORY INC | -360,835 | -9.9% | 3,287,984 |
| AKO CAPITAL LLP | -269,335 | -66.7% | 134,439 |
| JPMORGAN CHASE & CO | -254,936 | -40.1% | 381,186 |
| National Pension Service | -179,745 | -92.5% | 14,671 |
| WELLS FARGO & COMPANY/MN | -167,754 | -26.0% | 477,690 |
| FMR LLC | -144,970 | -9.7% | 1,349,817 |
| NEW YORK STATE COMMON RETIREMENT FU | -144,719 | -68.3% | 67,199 |
| CANADA PENSION PLAN INVESTMENT BOAR | -141,746 | -36.0% | 252,192 |
| TD Asset Management Inc | -108,051 | -70.8% | 44,561 |
| RAYMOND JAMES FINANCIAL INC | -106,648 | -30.9% | 238,846 |
| Baird Financial Group, Inc. | -105,716 | -93.9% | 6,875 |