EQUIFAX INC (EFX) Stock Institutional Trading Activity
EQUIFAX INC (EFX) position changes reported by tracked institutional filers across multiple SEC 13F reporting periods. Based on recent SEC 13F filings (Q4 2025), investors with some of the largest reported share count changes include Jensen Investment Management, Cantillon Capital Management, Meritage Group, Lindsell Train, and AKO Capital. Explore insights into buying and selling patterns, position changes, and investment conviction levels to understand institutional trading behavior and market dynamics.
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- EQUIFAX INC (EFX) stock institutional ownership
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| Portfolio quarter | Name | Type | Quantity | Remaining | Reported stock balance |
|---|---|---|---|---|---|
| Q2 2019 | Cantillon Capital Management | Sell | -48,295 | 2,363,230 | $319,603 |
| Q1 2019 | Fundsmith | Buy | 50,764 | 578,511 | $68,554 |
| Q1 2019 | Jensen Investment Management | Sell | -1,610 | 118,810 | $14,079 |
| Q1 2019 | TCI Fund Management | Buy | 1,584,083 | 1,634,083 | $193,639 |
| Q1 2019 | Cantillon Capital Management | Sell | -10,156 | 2,411,525 | $285,765 |
| Q4 2018 | Fundsmith | Buy | 527,747 | 527,747 | $49,149 |
| Q4 2018 | Jensen Investment Management | Sell | -4,126 | 120,420 | $11,215 |
| Q4 2018 | Olstein Capital Management | Buy | 13,000 | 43,000 | $4,005 |
| Q4 2018 | Cantillon Capital Management | Buy | 15,943 | 2,421,681 | $225,531 |
| Q3 2018 | Jensen Investment Management | Sell | -1,794 | 124,546 | $16,262 |
| Q3 2018 | First Eagle U.S. Value | Buy | 87,244 | 130,916 | $17,094 |
| Q3 2018 | Cantillon Capital Management | Buy | 547,986 | 2,405,738 | $314,117 |
| Q2 2018 | Jensen Investment Management | Sell | -357 | 126,340 | $15,806 |
| Q2 2018 | First Eagle U.S. Value | Buy | 43,672 | 43,672 | $5,464 |
| Q2 2018 | Viking Global Investors | Sell | -2,190,201 | 397,000 | $49,669 |
| Q2 2018 | Meritage Group | Buy | 12,304 | 920,000 | $115,101 |
| Q2 2018 | Cantillon Capital Management | Sell | -54,404 | 1,857,752 | $232,423 |
| Q1 2018 | Jensen Investment Management | Sell | -1,586 | 126,697 | $14,926 |
| Q1 2018 | Valley Forge Capital Management | Buy | 28,500 | 270,003 | $31,809 |
| Q1 2018 | Cantillon Capital Management | Sell | -39,380 | 1,912,156 | $225,271 |
| Q1 2018 | Viking Global Investors | Buy | 250,448 | 2,587,201 | $304,798 |
| Q4 2017 | Jensen Investment Management | Sell | -3,307 | 128,283 | $15,127 |
| Q4 2017 | Valley Forge Capital Management | Buy | 147,503 | 241,503 | $28,478 |
| Q4 2017 | Meritage Group | Buy | 429,132 | 907,696 | $107,036 |
| Q4 2017 | Cantillon Capital Management | Sell | -132,023 | 1,951,536 | $230,125 |
| Q4 2017 | Viking Global Investors | Buy | 1,798,947 | 2,336,753 | $275,550 |
| Q3 2017 | Jensen Investment Management | Sell | -3,876 | 131,590 | $13,947 |
| Q3 2017 | TCI Fund Management | Buy | 50,000 | 50,000 | $5,300 |
| Q3 2017 | Valley Forge Capital Management | Buy | 94,000 | 94,000 | $9,963 |
| Q3 2017 | Meritage Group | Buy | 478,564 | 478,564 | $50,723 |
Frequently asked questions about EFX activity
Which institutional owners are buying EFX?
Institutional owners buying EFX include investors who have either initiated new positions or increased their existing holdings based on recent SEC 13F filings. The activity table above highlights which funds added shares in the latest reporting periods and how their positions changed over time.
What does "buy" mean in EFX activity?
"Buy" means an investor increased their reported position in EFX compared to the prior reporting period. This reflects growing exposure to EQUIFAX INC (EFX) rather than necessarily a brand-new position (though new positions also appear as buys when prior quantity was zero).
Is institutional interest in EFX increasing?
Institutional interest in EFX can be assessed by comparing the number of tracked funds adding or increasing positions versus those trimming or exiting across the periods shown. A higher number of additions typically signals increasing participation among large filers, but it should be read alongside position sizes and the full table.