Equifax Inc. (NYSE: EFX) is one of the three major U.S. credit bureaus, providing consumer and commercial data, analytics, and decision tools across lending, employment verification, and identity services. Shares recently traded around $218 per share, giving the company a market value of roughly $27.0 billion.
After a volatile year for the stock, looking at who owns Equifax and recent insider activity helps show how the company’s largest investors and executives appear to be positioning today.
Who Are Equifax’s Top Shareholders?
Equifax’s shareholder base is led by large institutional investors that tend to hold positions through market cycles. This can help support ownership stability, while changes among active managers offer insight into how different investors are viewing valuation and near term fundamentals.
- The Vanguard Group: 15,225,879 shares (12.44%), ~$3.36B value. Added 315,115 shares (+2.11%).
- Capital International Investors: 10,434,784 shares (8.53%), ~$2.30B value. Cut 43,682 shares (0.42%).
- BlackRock Institutional Trust Company: 6,116,236 shares (5.00%), ~$1.35B value. Added 46,851 shares (+0.77%).
- Harris Associates: 5,833,688 shares (4.77%), ~$1.29B value. Added 725,901 shares (+14.21%).
- T. Rowe Price Associates: 5,767,842 shares (4.71%), ~$1.27B value. Added 56,936 shares (+1.00%).
- State Street Investment Management: 4,990,152 shares (4.08%), ~$1.10B value. Added 21,255 shares (+0.43%).
- Geode Capital Management: 3,176,297 shares (2.60%), ~$701M value. Added 33,534 shares (+1.07%).
- MFS Investment Management: 3,141,939 shares (2.57%), ~$694M value. Cut 156,281 shares (4.74%).
- Kayne Anderson Rudnick Investment Management: 3,016,929 shares (2.46%), ~$666M value. Cut 66,990 shares (2.17%).
- Generation Investment Management: 2,736,467 shares (2.24%), ~$604M value. Added 163,375 shares (+6.35%).
- Morgan Stanley Investment Management (UK): 2,308,196 shares (1.89%), ~$510M value. Added 428,135 shares (+22.77%).
For investors, the presence of Vanguard, BlackRock, and State Street provides a stable ownership base, while additions from Harris Associates, Generation Investment Management, and Morgan Stanley Investment Management suggest selective confidence in Equifax’s longer term earnings outlook despite mixed positioning elsewhere.
Hedge Fund Highlights
AQR Capital Management, founded by Cliff Asness, sharply increased its Equifax position last quarter, boosting its stake by roughly 956% to about $84M value. The size of the increase suggests the firm may be responding to valuation or factor signals rather than making a broad directional bet.
Adage Capital Partners, led by Robert Atchinson and Phillip Gross, raised its Equifax holdings by about 20%, bringing the position to roughly $29M value. The move may reflect continued interest in Equifax’s data and analytics platform following recent share price volatility.
Dimensional Fund Advisors, founded by David Booth, increased its stake by nearly 20%, now holding approximately $212M value of Equifax shares. Given Dimensional’s systematic approach, the increase appears tied to portfolio construction factors rather than short term sentiment.
Olstein Capital Management, run by Robert Olstein, lifted its Equifax position by roughly 20% to about $5M value. While smaller in absolute terms, the increase still stands out as incremental conviction during a choppy period for the stock.
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Equifax’s Recent Insider Trades
Insider trades can offer context on how company leaders appear to be managing personal exposure to the stock. Recent filings for Equifax show selling activity across several executives and directors.
- John W. Gamble Jr. (Officer): Sold ~$520K worth of shares at prices near $208.
- John W. Gamble Jr.: Sold ~$41K worth of shares at prices near $205.
- Julia A. Houston (Officer): Sold ~$53K worth of shares at prices near $205.
- Carla Chaney (Officer): Sold ~$47K worth of shares at prices near $205.
- Mark W. Begor (Officer and Director): Multiple sales totaling several million dollars at prices ranging from roughly $229 to $235.
The activity appears tilted toward selling, though most transactions represent a very small portion of total shares outstanding and do not meaningfully change insider ownership levels. For investors, this may suggest executives are managing exposure at higher price levels rather than signaling a strong directional view.
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What the Ownership & Insider Trade Data Tell Us
Equifax’s ownership remains anchored by large passive institutions, helping support long term stability. At the same time, hedge fund and active manager positioning appears mixed, pointing to differing views on valuation following recent stock volatility.
Insider activity appears cautious, with selling outweighing buying, though the overall impact on ownership is limited. Some trades look incremental and timing related, though that cannot be confirmed. For investors, the combined picture suggests Equifax continues to command institutional support, but both insiders and active managers appear selective as the company works through earnings growth expectations and execution across its data and analytics businesses.
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