Who holds EFXticker verified against the SEC company list on 2026-09-10 — a reviewed name-and-class mapping row, never an inferred symbol. how tickers are mapped ↗

EQUIFAX INC · COM · quarter ended 2026-03-31 · 11 members disclosed EFX ↗

710

holders13F filers reporting this class for the quarter ended 2026-03-31; the 500 largest are listed

$19.0B

combined valuesum of the reported values across every holder; NULL values are excluded, never zero-filled

365

addsholders whose share count rose or who opened the position (new + add), by shares

141

exitsholders absent this quarter after holding last quarter — inferred from absence, not a sale record

Holders — quarter ended 2026-03-31

ranked by reported value · Δ shares vs 2025-12-31 · kind by shares

13F holders of EFX ranked by reported value
#	Filer	Reported value	Shares	Δ shares	Change
1	BlackRock, Inc.	$1.7B	9,461,948	−490,057	trim
2	VANGUARD CAPITAL MANAGEMENT LLC	$1.4B	7,825,105	—	no prior
3	HARRIS ASSOCIATES L P	$1.4B	7,529,116	−28,011	trim
4	VANGUARD PORTFOLIO MANAGEMENT LLC	$949M	5,271,004	—	no prior
5	STATE STREET CORP	$905M	5,023,592	−32,849	trim
6	MASSACHUSETTS FINANCIAL SERVICES CO /MA/	$856M	4,699,910	+355,379	add
7	Soroban Capital Partners LP	$754M	4,184,569	+3,165,120	add
8	MORGAN STANLEY	$723M	4,016,415	−231,946	trim
9	Capital International Investors	$662M	3,676,942	−2,761,926	trim
10	BROWN ADVISORY INC	$657M	3,648,819	+838,940	add
11	GEODE CAPITAL MANAGEMENT, LLC	$574M	3,197,791	+32,769	add
12	BANK OF AMERICA CORP /DE/	$379M	2,107,458	+563,880	add
13	Invesco Ltd.	$328M	1,820,736	+211,330	add
14	CANTILLON CAPITAL MANAGEMENT LLC	$323M	1,791,379	+67,381	add
15	GENERATION INVESTMENT MANAGEMENT LLP	$320M	1,775,609	+203,935	add
16	AQR CAPITAL MANAGEMENT LLC	$315M	1,763,907	+1,427,871	add
17	Darsana Capital Partners LP	$270M	1,500,000	+500,000	add
18	FMR LLC	$269M	1,494,787	+1,258,790	add
19	LAZARD ASSET MANAGEMENT LLC	$223M	1,236,747	+533	add
20	DIMENSIONAL FUND ADVISORS LP	$198M	1,101,940	+187,601	add
21	UBS AM, a distinct business unit of UBS ASSET MANAGEMENT AMERICAS LLC	$197M	1,093,161	+20,088	add
22	Mitsubishi UFJ Asset Management Co., Ltd.	$195M	1,081,375	−272,434	trim
23	NORTHERN TRUST CORP	$195M	1,080,763	−27,311	trim
24	CHARLES SCHWAB INVESTMENT MANAGEMENT INC	$165M	915,524	+14,655	add
25	JENSEN INVESTMENT MANAGEMENT INC	$141M	783,100	−41,339	trim
26	BRANDES INVESTMENT PARTNERS, LP	$135M	747,201	+747,201	new
27	Legal & General Group Plc	$134M	742,807	+2,702	add
28	Pictet Asset Management Holding SA	$134M	741,685	+91,294	add
29	UBS Group AG	$128M	713,043	+325,923	add
30	VANGUARD FIDUCIARY TRUST CO	$123M	680,551	—	no prior
31	Bank of New York Mellon Corp	$122M	678,716	−8,991	trim
32	Amundi	$119M	663,565	+231,237	add
33	WELLS FARGO & COMPANY/MN	$116M	645,444	+29,108	add
34	Capital World Investors	$113M	628,105	+628,105	new
35	CITIGROUP INC	$99.7M	553,397	+290,164	add
36	Theleme Partners LLP	$97.4M	541,088	+35,000	add
37	DEUTSCHE BANK AG\	$90.8M	504,237	+63,483	add
38	JANE STREET GROUP, LLC	$83.6M	464,316	+461,584	add
39	ARROWSTREET CAPITAL, LIMITED PARTNERSHIP	$77.6M	430,867	+428,714	add
40	ENVESTNET ASSET MANAGEMENT INC	$72.0M	400,003	+72,589	add
41	Findlay Park Partners LLP	$71.1M	394,660	−45,960	trim
42	CANADA PENSION PLAN INVESTMENT BOARD	$70.9M	393,938	+257,195	add
43	SEI INVESTMENTS CO	$68.0M	377,600	+124,320	add
44	WORLDQUANT MILLENNIUM ADVISORS LLC	$66.3M	367,993	+323,994	add
45	Carmignac Gestion	$65.6M	364,605	−385,410	trim
46	Swiss National Bank	$64.7M	359,160	+19,920	add
47	NOMURA ASSET MANAGEMENT INTERNATIONAL INC.	$64.6M	358,606	+358,606	new
48	RAYMOND JAMES FINANCIAL INC	$62.2M	345,494	−4,281	trim
49	BARCLAYS PLC	$61.7M	342,473	+92,620	add
50	HARDING LOEVNER LP	$58.5M	325,008	+3,665	add
51	Nuveen, LLC	$57.4M	318,653	+29,154	add
52	MILLENNIUM MANAGEMENT LLC	$56.4M	313,167	+268,460	add
53	ROYAL BANK OF CANADA	$49.1M	272,649	−47,050	trim
54	HSBC HOLDINGS PLC	$48.9M	272,085	−281,003	trim
55	Sumitomo Mitsui Trust Group, Inc.	$47.5M	263,809	−14,055	trim
56	Vanguard Global Advisers, LLC	$47.5M	263,663	—	no prior
57	C Partners Holding GmbH	$46.7M	259,534	0	no change
58	Trexquant Investment LP	$44.7M	248,019	+80,347	add
59	Boston Partners	$43.7M	242,771	+46,336	add
60	GFI Investment Counsel Ltd.	$41.7M	231,801	−18,661	trim
61	Fisher Funds Management LTD	$40.8M	226,651	+98,497	add
62	MACKENZIE FINANCIAL CORP	$39.6M	220,151	+13,778	add
63	NEW YORK STATE COMMON RETIREMENT FUND	$38.2M	211,918	+140,719	add
64	VANGUARD ASSET MANAGEMENT, Ltd	$37.6M	208,692	—	no prior
65	Man Group plc	$37.0M	205,278	−3,011	trim
66	National Pension Service	$35.0M	194,416	+194,416	new
67	WEITZ INVESTMENT MANAGEMENT, INC.	$33.8M	187,605	−27,275	trim
68	FEDERATED HERMES, INC.	$33.7M	187,257	+7,223	add
69	CITADEL ADVISORS LLC	$31.5M	175,055	+18,295	add
70	CAPITOLIS LIQUID GLOBAL MARKETS LLC	$30.6M	170,000	+170,000	new
71	CALIFORNIA PUBLIC EMPLOYEES RETIREMENT SYSTEM	$28.8M	160,205	−56,857	trim
72	Meritage Group LP	$27.8M	154,308	−11,180	trim
73	Investment Management Corp of Ontario	$27.7M	153,740	−1,889	trim
74	TD ASSET MANAGEMENT INC	$27.5M	152,612	+30,413	add
75	CDAM (UK) Ltd	$26.7M	148,470	+148,470	new
76	ALLIANCEBERNSTEIN L.P.	$26.3M	120,981	−12,597	trim
77	Assenagon Asset Management S.A.	$25.7M	142,793	+41,454	add
78	Trinity Street Asset Management LLP	$25.5M	141,803	+33,397	add
79	Ensign Peak Advisors, Inc	$25.5M	141,647	+70,618	add
80	PRINCIPAL FINANCIAL GROUP INC	$24.5M	136,107	+182	add
81	MIRAE ASSET GLOBAL ETFS HOLDINGS Ltd.	$23.4M	129,974	+117,287	add
82	Dundas Partners LLP	$22.9M	126,939	−1,108	trim
83	Capital International, Inc./CA/	$22.8M	126,783	+62,148	add
84	NORTH STAR ASSET MANAGEMENT INC	$21.8M	121,298	+2,117	add
85	Baird Financial Group, Inc.	$20.3M	112,591	+112,591	new
86	STATE BOARD OF ADMINISTRATION OF FLORIDA RETIREMENT SYSTEM	$20.1M	111,896	−2,382	trim
87	Danica Pension, Livsforsikringsaktieselskab	$19.4M	107,942	+107,942	new
88	ADAGE CAPITAL PARTNERS GP, L.L.C.	$19.3M	107,400	−3,100	trim
89	IEQ CAPITAL, LLC	$19.1M	105,833	+102,781	add
90	LPL Financial LLC	$18.2M	100,938	+5,638	add
91	BLI - Banque de Luxembourg Investments	$17.9M	82,540	+82,540	new
92	Asset Management One Co., Ltd.	$17.5M	97,397	−5,910	trim
93	D. E. Shaw & Co., Inc.	$17.4M	96,685	+96,685	new
94	Aberdeen Group plc	$17.4M	96,353	+3,466	add
95	BNP Paribas Asset Management Holding S.A.	$16.8M	93,172	+10,847	add
96	Employees Provident Fund Board	$16.7M	92,540	+40	add
97	AVIVA PLC	$16.1M	89,550	+2,530	add
98	INVESTORS ASSET MANAGEMENT OF GEORGIA INC /GA/ /ADV	$15.6M	86,852	+2	add
99	Quantinno Capital Management LP	$15.5M	86,147	−72,065	trim
100	CIBC Bancorp USA Inc.	$15.4M	85,756	—	no prior
101	Freestone Grove Partners LP	$15.4M	85,640	+85,640	new
102	Mariner, LLC	$14.8M	82,167	+57,982	add
103	Taikang Asset Management (Hong Kong) Co Ltd	$13.9M	77,197	+29,400	add
104	STIFEL FINANCIAL CORP	$13.5M	75,234	+17	add
105	MARKEL GROUP INC.	$13.1M	72,850	0	no change
106	RBO & CO LLC	$12.8M	71,004	−1,625	trim
107	Allianz Asset Management GmbH	$12.7M	70,369	+42,200	add
108	FRONTIER CAPITAL MANAGEMENT CO LLC	$12.6M	70,230	+15,191	add
109	Madison Asset Management, LLC	$12.6M	70,191	+37,431	add
110	BANK OF MONTREAL /CAN/	$12.5M	69,259	−11,746	trim
111	Universal- Beteiligungs- und Servicegesellschaft mbH	$12.4M	68,328	−21,382	trim
112	Korea Investment CORP	$12.2M	67,855	+46,774	add
113	BLAIR WILLIAM & CO/IL	$12.1M	67,064	−10,194	trim
114	STATE OF WISCONSIN INVESTMENT BOARD	$11.8M	65,627	+52	add
115	Creative Planning	$11.6M	64,568	+26,408	add
116	MANUFACTURERS LIFE INSURANCE COMPANY, THE	$11.3M	62,991	−6,400	trim
117	PUBLIC SECTOR PENSION INVESTMENT BOARD	$11.0M	61,157	+45,418	add
118	OLD NATIONAL BANCORP /IN/	$11.0M	60,935	−59	trim
119	Vident Advisory, LLC	$10.9M	60,653	+3,205	add
120	Vanguard Investments Australia, Ltd.	$10.9M	60,637	—	no prior
121	APG Asset Management N.V.	$10.9M	69,612	−9,469	trim
122	Chevy Chase Trust Holdings, LLC	$10.7M	59,414	−2,863	trim
123	PRUDENTIAL FINANCIAL INC	$10.5M	58,198	−3,001	trim
124	Swedbank AB	$10.0M	55,799	+136	add
125	Federation des caisses Desjardins du Quebec	$10.0M	55,614	+9,450	add
126	TWO SIGMA INVESTMENTS, LP	$9.8M	54,530	−249,771	trim
127	Gotham Asset Management, LLC	$9.8M	54,187	+48,280	add
128	Zurcher Kantonalbank (Zurich Cantonalbank)	$9.7M	54,111	+54,111	new
129	XTX Topco Ltd	$9.6M	53,487	+45,465	add
130	OPPENHEIMER ASSET MANAGEMENT INC.	$9.6M	53,393	+19,337	add
131	CWM, LLC	$9.6M	53,379	+48,764	add
132	ROYAL LONDON ASSET MANAGEMENT LTD	$9.6M	53,182	−7,714	trim
133	AMERIPRISE FINANCIAL INC	$9.4M	52,057	−1,881	trim
134	NATIONAL BANK OF CANADA /FI/	$9.2M	51,300	−26,143	trim
135	TRUIST FINANCIAL CORP	$9.2M	50,955	+135	add
136	SIGNATUREFD, LLC	$9.1M	50,420	+2,259	add
137	MONTAG A & ASSOCIATES INC	$8.9M	49,589	0	no change
138	Cerity Partners LLC	$8.8M	49,115	+33,247	add
139	Mitsubishi UFJ Trust & Banking Corp	$8.8M	48,850	−2,076	trim
140	CIBC Asset Management Inc	$8.7M	48,452	−31,806	trim
141	Tredje AP-fonden	$8.6M	47,764	+35,144	add
142	Squarepoint Ops LLC	$8.5M	47,424	−108,879	trim
143	KLP KAPITALFORVALTNING AS	$8.2M	45,755	0	no change
144	DANSKE BANK A/S	$8.1M	44,822	−2,060	trim
145	MONETA GROUP INVESTMENT ADVISORS LLC	$8.0M	44,535	−1,118	trim
146	SAWGRASS ASSET MANAGEMENT LLC	$7.9M	44,119	+44,119	new
147	VICTORY CAPITAL MANAGEMENT INC	$7.9M	43,789	+900	add
148	MEEDER ASSET MANAGEMENT INC	$7.9M	43,764	+3,937	add
149	NOMURA ASSET MANAGEMENT CO LTD	$7.8M	43,119	+2,440	add
150	Lansforsakringar Fondforvaltning AB (publ)	$7.6M	42,386	−52	trim
151	State of New Jersey Common Pension Fund D	$7.6M	42,048	0	no change
152	Y-Intercept (Hong Kong) Ltd	$7.0M	39,037	+39,037	new
153	FJARDE AP-FONDEN /FOURTH SWEDISH NATIONAL PENSION FUND	$7.0M	38,964	+14,860	add
154	MILFORD FUNDS LTD	$6.8M	37,867	−78,904	trim
155	Capital International Sarl	$6.7M	37,216	−14,701	trim
156	Resona Asset Management Co.,Ltd.	$6.7M	37,072	+1	add
157	TORONTO DOMINION BANK	$6.5M	35,855	−10,712	trim
158	WEALTH ENHANCEMENT ADVISORY SERVICES, LLC	$6.4M	37,741	+11,972	add
159	PUBLIC EMPLOYEES RETIREMENT SYSTEM OF OHIO	$6.4M	35,512	−1,210	trim
160	STOREBRAND ASSET MANAGEMENT AS	$6.2M	34,560	—	no prior
161	NATIXIS	$6.2M	34,530	−23,770	trim
162	TOTH FINANCIAL ADVISORY CORP	$6.1M	33,646	−270	trim
163	Tidal Investments LLC	$6.1M	33,919	+22,819	add
164	Arizona State Retirement System	$6.0M	33,270	−710	trim
165	Blue Zone Wealth Advisors, LLC	$6.0M	33,113	+369	add
166	Czech National Bank	$5.9M	32,790	+516	add
167	Mediolanum International Funds Ltd	$5.8M	32,702	−148,660	trim
168	STATE OF MICHIGAN RETIREMENT SYSTEM	$5.7M	31,478	−600	trim
169	ZWJ INVESTMENT COUNSEL INC	$5.6M	31,293	+1,201	add
170	Berkeley, Inc	$5.6M	30,963	−702	trim
171	DnB Asset Management AS	$5.4M	29,816	+2,159	add
172	FIFTH THIRD BANCORP	$5.3M	29,678	+22,177	add
173	MERCER GLOBAL ADVISORS INC /ADV	$5.3M	29,210	+20,302	add
174	MetLife Investment Management, LLC	$5.2M	29,114	−1,239	trim
175	Robeco Institutional Asset Management B.V.	$5.1M	28,575	−4,633	trim
176	HEALTHCARE OF ONTARIO PENSION PLAN TRUST FUND	$5.1M	28,110	+23,272	add
177	COMMONWEALTH OF PENNSYLVANIA PUBLIC SCHOOL EMPLS RETRMT SYS	$5.1M	28,046	−424	trim
178	Cetera Investment Advisers	$5.0M	28,013	+3,901	add
179	Detalus Advisors, LLC	$5.0M	27,983	0	no change
180	THREADGILL FINANCIAL, LLC	$5.0M	27,844	−1,085	trim
181	Daiwa Securities Group Inc.	$5.0M	27,625	+650	add
182	Retirement Systems of Alabama	$4.6M	25,568	−469	trim
183	IFM Investors Pty Ltd	$4.5M	25,250	+1,391	add
184	KORNITZER CAPITAL MANAGEMENT INC /KS	$4.5M	25,065	+1,900	add
185	SUSQUEHANNA INTERNATIONAL GROUP, LLP	$4.4M	24,445	−37,543	trim
186	VOYA INVESTMENT MANAGEMENT LLC	$4.4M	24,401	−309	trim
187	CAPITAL INTERNATIONAL LTD /CA/	$4.3M	24,096	−5,086	trim
188	Mirae Asset Global Investments Co., Ltd.	$4.3M	24,069	+3,013	add
189	SEB Asset Management AB	$4.3M	23,963	—	no prior
190	Sendero Wealth Management, LLC	$4.3M	23,691	−38	trim
191	Woodline Partners LP	$4.3M	23,661	+2,753	add
192	XPONANCE LLC	$4.2M	23,488	+2,630	add
193	Biltmore Family Office, LLC	$4.2M	23,482	+56	add
194	Jain Global LLC	$4.2M	23,442	+23,442	new
195	NISA INVESTMENT ADVISORS, LLC	$4.2M	23,402	−1,024	trim
196	Corient Private Wealth LLC	$4.2M	22,935	−120,627	trim
197	Fairbanks Capital Management, Inc.	$4.2M	23,115	+4,515	add
198	Knuff & Co LLC	$4.1M	23,000	−500	trim
199	WELLINGTON MANAGEMENT GROUP LLP	$4.0M	22,390	−1,637	trim
200	ICICI Prudential Asset Management Co Ltd	$4.0M	22,365	+8,000	add
201	Sanctuary Advisors, LLC	$4.0M	22,355	+2,758	add
202	USS Investment Management Ltd	$3.9M	21,692	+880	add
203	HB Wealth Management, LLC	$3.8M	21,322	+2,442	add
204	VELA Investment Management, LLC	$3.7M	20,635	+20,635	new
205	ASSETMARK, INC	$3.6M	20,235	+901	add
206	Orion Porfolio Solutions, LLC	$3.6M	20,071	+2,741	add
207	LETSON INVESTMENT MANAGEMENT, INC.	$3.6M	20,063	0	no change
208	Utah Retirement Systems	$3.6M	19,828	−435	trim
209	Wealth Science Advisors LLC	$3.6M	16,400	0	no change
210	FORA Capital, LLC	$3.6M	19,740	+19,740	new
211	THOMPSON INVESTMENT MANAGEMENT, INC.	$3.5M	19,483	+3,100	add
212	Focus Partners Wealth	$3.5M	19,452	+5,720	add
213	Vestmark Advisory Solutions, Inc.	$3.4M	19,038	−349	trim
214	HighTower Advisors, LLC	$3.4M	18,828	−27,390	trim
215	Pathstone Holdings, LLC	$3.3M	18,430	+2,556	add
216	EQUITABLE TRUST CO	$3.3M	18,399	−24,931	trim
217	Atria Investments, Inc	$3.3M	18,266	+2,941	add
218	LANDSCAPE CAPITAL MANAGEMENT, L.L.C.	$3.2M	18,022	+9,938	add
219	&PARTNERS	$3.2M	17,852	+1,112	add
220	NEW YORK LIFE INVESTMENT MANAGEMENT LLC	$3.2M	17,879	+92	add
221	Rakuten Investment Management, Inc.	$3.2M	18,111	+1,815	add
222	COMMERCE BANK	$3.2M	17,720	−130	trim
223	Brookstone Capital Management	$3.2M	17,614	+1,677	add
224	NEOS Investment Management LLC	$3.2M	17,572	+1,616	add
225	ProShare Advisors LLC	$3.2M	17,563	−5,136	trim
226	AMERICAN CENTURY COMPANIES INC	$3.2M	17,551	−266,352	trim
227	Walleye Capital LLC	$3.1M	17,339	+17,094	add
228	BANK OF NOVA SCOTIA	$3.0M	16,913	−2,674	trim
229	BRITISH COLUMBIA INVESTMENT MANAGEMENT Corp	$3.0M	16,871	−5,060	trim
230	FRANKLIN RESOURCES INC	$3.0M	16,672	+662	add
231	Sentry LLC	$3.0M	16,639	−676	trim
232	LGT Group Foundation	$3.0M	16,551	−78,059	trim
233	NewEdge Wealth, LLC	$3.0M	16,500	−2,669	trim
234	Sumitomo Mitsui DS Asset Management Company, Ltd	$2.9M	16,039	−3	trim
235	NISSAY ASSET MANAGEMENT CORP /JAPAN	$2.8M	15,818	+57	add
236	Havemeyer Place LP	$2.8M	15,643	+975	add
237	ING GROEP NV	$2.8M	15,528	+2,510	add
238	Blueshift Asset Management, LLC	$2.7M	15,101	+8,235	add
239	Swiss Life Asset Management Ltd	$2.6M	14,643	+1,912	add
240	Janus Henderson Group Ltd.	$2.6M	14,340	−732	trim
241	UniSuper Management Pty Ltd	$2.6M	14,241	+111	add
242	Voleon Capital Management LP	$2.6M	14,199	+14,199	new
243	OREGON PUBLIC EMPLOYEES RETIREMENT FUND	$2.5M	13,748	−300	trim
244	GLENMEDE TRUST CO NA	$2.5M	13,647	+102	add
245	Hillman Capital Management, Inc.	$2.4M	13,556	+2,477	add
246	EVOKE WEALTH, LLC	$2.4M	13,501	+1,564	add
247	MML INVESTORS SERVICES, LLC	$2.4M	13,420	−9,633	trim
248	Vanguard Personalized Indexing Management, LLC	$2.4M	13,403	+81	add
249	US BANCORP \DE\	$2.4M	13,180	+1,566	add
250	CRAWFORD INVESTMENT COUNSEL INC	$2.4M	13,157	0	no change
251	BRADLEY FOSTER & SARGENT INC/CT	$2.4M	13,143	+10,519	add
252	OP Asset Management Ltd	$2.4M	13,062	—	no prior
253	Avanza Fonder AB	$2.3M	12,998	0	no change
254	O'SHAUGHNESSY ASSET MANAGEMENT, LLC	$2.3M	12,921	−2,550	trim
255	OSAIC HOLDINGS, INC.	$2.3M	12,820	+2,986	add
256	YOUSIF CAPITAL MANAGEMENT, LLC	$2.3M	12,810	−537	trim
257	MUTUAL OF AMERICA CAPITAL MANAGEMENT LLC	$2.3M	12,809	−337	trim
258	NORDEA INVESTMENT MANAGEMENT AB	$2.3M	12,816	+724	add
259	Edgestream Partners, L.P.	$2.2M	12,445	+7,044	add
260	Harbor Advisors LLC	$2.2M	12,000	0	no change
261	VOLORIDGE INVESTMENT MANAGEMENT, LLC	$2.1M	11,858	+11,858	new
262	Empowered Funds, LLC	$2.1M	11,819	+11,819	new
263	Altrafin AG	$2.1M	11,785	−4,163	trim
264	Morningstar Investment Management LLC	$2.1M	11,641	+1,280	add
265	RIVERBRIDGE PARTNERS LLC	$2.1M	11,617	+145	add
266	Lindsell Train Ltd	$2.1M	11,500	+500	add
267	SummitTX Capital, L.P.	$2.1M	11,469	+11,469	new
268	COMMONWEALTH EQUITY SERVICES, LLC	$2.0M	11,221	+293	add
269	ALLIANZ SE	$2.0M	10,960	0	no change
270	Strengthening Families & Communities, LLC	$1.9M	10,586	+10,586	new
271	Bleakley Financial Group, LLC	$1.8M	10,019	+10,019	new
272	RBF Capital, LLC	$1.8M	10,000	−10,000	trim
273	Merit Financial Group, LLC	$1.8M	9,886	+8,206	add
274	Allworth Financial LP	$1.7M	9,550	+2,002	add
275	CREDIT AGRICOLE S A	$1.7M	9,421	−32,057	trim
276	Knollwood Investment Advisory, LLC	$1.7M	9,201	0	no change
277	Lido Advisors, LLC	$1.6M	9,039	+726	add
278	BURNEY CO/	$1.6M	8,920	−361	trim
279	Orion Investment Co	$1.6M	8,887	0	no change
280	Texas Capital Bank Wealth Management Services Inc	$1.6M	8,809	+103	add
281	Norinchukin Bank, The	$1.6M	8,693	−161	trim
282	Cornerstone Wealth Management, LLC	$1.5M	8,605	−20	trim
283	Candriam S.C.A.	$1.5M	8,554	+53	add
284	CIBC WORLD MARKET INC.	$1.5M	8,454	+1,762	add
285	REGIONS FINANCIAL CORP	$1.5M	8,260	−988	trim
286	FIRST TRUST ADVISORS LP	$1.5M	8,166	−9,815	trim
287	Legacy Advisors, LLC	$1.4M	8,041	+110	add
288	Rafferty Asset Management, LLC	$1.4M	7,841	−3,062	trim
289	Rockefeller Capital Management L.P.	$1.4M	7,829	−624	trim
290	Wealthfront Advisers LLC	$1.4M	7,824	−853	trim
291	MACQUARIE GROUP LTD	$1.4M	7,712	−10,986	trim
292	Douglass Winthrop Advisors, LLC	$1.4M	7,650	−60	trim
293	Inspire Investing, LLC	$1.3M	7,386	+5,892	add
294	Penobscot Investment Management Company, Inc.	$1.3M	7,350	0	no change
295	MIZUHO SECURITIES USA LLC	$1.3M	7,279	−1,633	trim
296	Pettee Investors, Inc.	$1.3M	7,511	+359	add
297	AG2R LA MONDIALE GESTION D'ACTIFS	$1.3M	7,230	+455	add
298	STANCE CAPITAL LLC	$1.3M	7,122	+789	add
299	1832 Asset Management L.P.	$1.3M	7,025	−216	trim
300	Beacon Pointe Advisors, LLC	$1.3M	6,990	+4,776	add
301	HARTFORD INVESTMENT MANAGEMENT CO	$1.2M	6,846	−227	trim
302	CAXTON ASSOCIATES LLP	$1.2M	6,846	+6,846	new
303	ABN AMRO INVESTMENT SOLUTIONS	$1.2M	6,617	−723	trim
304	Independent Advisor Alliance	$1.2M	6,485	−784	trim
305	M&T BANK CORP	$1.2M	6,414	−1,864	trim
306	Eurizon Capital SGR S.p.A.	$1.1M	6,321	−252	trim
307	BUILDER INVESTMENT GROUP INC /ADV	$1.1M	6,153	0	no change
308	Maryland State Retirement & Pension System	$1.1M	6,017	0	no change
309	Coronation Fund Managers Ltd.	$1.1M	5,971	+5,971	new
310	Focus Partners Advisor Solutions, LLC	$1.1M	5,942	+5,942	new
311	LGT Fund Management Co Ltd.	$1.1M	5,900	−12,039	trim
312	Long Road Investment Counsel, LLC	$1.1M	5,885	+1,746	add
313	Connor, Clark & Lunn Investment Management Ltd.	$1.1M	5,874	−23,194	trim
314	FIDUCIARY TRUST CO	$1.1M	5,867	+107	add
315	INCEPTIONR LLC	$1.1M	5,850	+3,710	add
316	Capital Investment Advisors, LLC	$1.0M	5,827	+1,241	add
317	OMERS ADMINISTRATION Corp	$1.0M	5,802	+1,385	add
318	INTECH INVESTMENT MANAGEMENT LLC	$1.0M	5,681	+4,288	add
319	Summit Trail Advisors, LLC	$1.0M	5,668	−1,617	trim
320	YCG, LLC	$1.0M	5,634	−366	trim
321	Allspring Global Investments Holdings, LLC	$1.0M	5,609	+52	add
322	Sound View Wealth Advisors Group, LLC	$1.0M	5,574	−160	trim
323	Osmosis Investment Management UK Ltd	$1.0M	5,568	+5,568	new
324	Jefferies Financial Group Inc.	$999K	5,547	+1,455	add
325	MCCARTER PRIVATE WEALTH SERVICES LLC	$990K	5,500	−300	trim
326	DROMS STRAUSS ADVISORS INC /MO/ /ADV	$979K	5,435	+100	add
327	UNIVEST FINANCIAL Corp	$945K	5,250	0	no change
328	Waverly Advisors, LLC	$929K	5,157	+1,656	add
329	Oakum Bay Capital LLC	$925K	5,139	−7,750	trim
330	Pinnacle Financial Partners, Inc.	$909K	5,045	−28	trim
331	MUFG Securities EMEA plc	$889K	4,936	−82	trim
332	Kestra Advisory Services, LLC	$887K	4,927	−1,746	trim
333	SCHRODER INVESTMENT MANAGEMENT GROUP	$880K	4,961	−1,771	trim
334	Metis Global Partners, LLC	$880K	4,886	−524	trim
335	1900 WEALTH MANAGEMENT LLC	$863K	4,791	+380	add
336	SHP Wealth Management	$860K	4,774	+9	add
337	Ethic Inc.	$857K	4,758	−340	trim
338	ASR Vermogensbeheer N.V.	$851K	4,727	+145	add
339	OCCUDO QUANTITATIVE STRATEGIES LP	$846K	4,861	+4,861	new
340	BANCO BILBAO VIZCAYA ARGENTARIA, S.A.	$842K	4,686	−834	trim
341	Premier Path Wealth Partners, LLC	$832K	4,621	−662	trim
342	MAI Capital Management	$825K	4,583	+1,517	add
343	TOKIO MARINE ASSET MANAGEMENT CO LTD	$821K	4,558	0	no change
344	Accretive Wealth Partners, LLC	$820K	4,553	+52	add
345	Saudi Central Bank	$814K	4,518	+4,518	new
346	HOWLAND CAPITAL MANAGEMENT LLC	$805K	4,470	−250	trim
347	POWER WEALTH MANAGEMENT LLC	$805K	4,469	0	no change
348	Capital Group Investment Management Pte. Ltd.	$804K	4,465	−1,255	trim
349	Apollon Wealth Management, LLC	$797K	4,425	+2,293	add
350	Capula Management Ltd	$782K	4,345	+4,345	new
351	CULLINAN ASSOCIATES INC	$765K	4,250	0	no change
352	Sequoia Financial Advisors, LLC	$765K	4,246	+175	add
353	CANANDAIGUA NATIONAL CORP	$763K	4,236	—	no prior
354	Numerai GP LLC	$758K	4,212	+4,212	new
355	Empirical Finance, LLC	$752K	4,174	−7	trim
356	NOMURA HOLDINGS INC	$745K	4,138	+2,091	add
357	Chicago Partners Investment Group LLC	$743K	4,161	+1,374	add
358	Clarkston Capital Partners, LLC	$740K	4,109	+4,109	new
359	Sagewood Asset Management LP	$733K	4,070	−98	trim
360	Brevan Howard Capital Management LP	$733K	4,068	−6,202	trim
361	AE Wealth Management LLC	$730K	4,053	+628	add
362	NWAM LLC	$727K	4,036	−20	trim
363	R Squared Ltd	$722K	4,011	+2,199	add
364	Novak & Powell Financial Services, Inc.	$714K	3,963	+10	add
365	MITCHELL & PAHL PRIVATE WEALTH, LLC	$708K	3,933	+301	add
366	QUADRANT CAPITAL GROUP LLC	$707K	3,925	+1,432	add
367	Dai-ichi Life Insurance Company, Ltd	$700K	3,886	0	no change
368	E. Ohman J:or Asset Management AB	$694K	3,853	0	no change
369	NORTHWESTERN MUTUAL INVESTMENT MANAGEMENT COMPANY, LLC	$694K	3,852	−58	trim
370	Crossmark Global Holdings, Inc.	$693K	3,847	—	no prior
371	GW HENSSLER & ASSOCIATES LTD	$683K	3,794	−3,531	trim
372	KEYBANK NATIONAL ASSOCIATION/OH	$683K	3,793	+847	add
373	Inspire Advisors, LLC	$661K	3,673	+1,147	add
374	GUYASUTA INVESTMENT ADVISORS INC	$648K	3,600	0	no change
375	UNITED CAPITAL FINANCIAL ADVISORS, LLC	$647K	3,594	+3,594	new
376	Callan Family Office, LLC	$643K	3,570	+276	add
377	Sterling Capital Management LLC	$639K	3,551	−2,579	trim
378	North Dakota State Investment Board	$635K	3,526	−720	trim
379	Kepler Cheuvreux (Suisse) SA	$633K	3,516	+3,516	new
380	Silvant Capital Management LLC	$629K	3,491	−31	trim
381	WBI INVESTMENTS, LLC	$614K	3,411	+3,411	new
382	NORTHWESTERN MUTUAL WEALTH MANAGEMENT CO	$612K	3,397	−61	trim
383	ClearAlpha Technologies LP	$610K	3,388	+100	add
384	MUFG SECURITIES AMERICAS INC.	$600K	3,332	+35	add
385	Malaga Cove Capital, LLC	$600K	3,332	−391	trim
386	Fiduciary Group, LLC	$595K	3,303	−27	trim
387	Brooklyn Investment Group	$594K	3,302	+2,301	add
388	SECURIAN ASSET MANAGEMENT, INC	$581K	3,228	−100	trim
389	EP Wealth Advisors, LLC	$573K	3,185	+141	add
390	1834 INVESTMENT ADVISORS CO	$569K	3,162	−529	trim
391	Essex Financial Services, Inc.	$564K	3,130	+886	add
392	Cresset Asset Management, LLC	$561K	3,113	−384	trim
393	EVOLVE PRIVATE WEALTH, LLC	$557K	3,092	+2,030	add
394	ELEVATION POINT WEALTH PARTNERS, LLC	$554K	3,076	+917	add
395	Gibbs Wealth Management	$554K	3,074	+531	add
396	New England Capital Financial Advisors LLC	$546K	3,034	0	no change
397	Norman Fields, Gottscho Capital Management, LLC	$540K	3,000	−600	trim
398	Riverwater Partners LLC	$529K	2,935	+1,554	add
399	B. Metzler seel. Sohn & Co. AG	$525K	2,916	−37,594	trim
400	Carnegie Investment Counsel	$522K	2,901	+148	add
401	Aberdeen Wealth Management LLC	$522K	2,900	0	no change
402	OpenArc Corporate Advisory, LLC	$520K	2,890	+1,605	add
403	Clearstead Advisors, LLC	$520K	2,890	+498	add
404	Concurrent Investment Advisors, LLC	$509K	2,824	+16	add
405	Envestnet Portfolio Solutions, Inc.	$508K	2,821	−4,021	trim
406	Vontobel Holding Ltd.	$506K	2,811	+225	add
407	Parcion Private Wealth LLC	$495K	2,749	+2,749	new
408	BAMCO INC /NY/	$487K	2,704	−161	trim
409	DAVENPORT & Co LLC	$486K	2,696	+506	add
410	HIGHLAND CAPITAL MANAGEMENT, LLC	$480K	2,666	0	no change
411	COLDSTREAM CAPITAL MANAGEMENT INC	$477K	2,650	+216	add
412	NorthCrest Asset Manangement, LLC	$477K	2,613	+2,613	new
413	Vise Technologies, Inc.	$472K	2,174	0	no change
414	Wedmont Private Capital	$470K	2,549	+125	add
415	Athena Investment Management	$470K	2,608	0	no change
416	DONALDSON CAPITAL MANAGEMENT, LLC	$468K	2,599	−13	trim
417	PRUDENTIAL PLC	$464K	2,574	0	no change
418	Weiss Asset Management LP	$462K	2,568	+2,568	new
419	Atlantic Union Bankshares Corp	$458K	2,542	+41	add
420	Siemens Fonds Invest GmbH	$456K	2,534	0	no change
421	ZEGA Investments, LLC	$450K	2,500	0	no change
422	BOWEN HANES & CO INC	$448K	2,486	0	no change
423	Midwest Trust Co	$444K	2,467	0	no change
424	Marks Group Wealth Management, Inc	$444K	2,463	+2,463	new
425	Cyndeo Wealth Partners, LLC	$441K	2,450	−4	trim
426	BOOTHBAY FUND MANAGEMENT, LLC	$438K	2,433	+2,433	new
427	Banque Cantonale Vaudoise	$437K	2,429	+2,429	new
428	Advisors Capital Management, LLC	$437K	2,426	−318	trim
429	FIDUCIARY FAMILY OFFICE, LLC	$432K	2,400	+2,400	new
430	Pallas Capital Advisors LLC	$431K	2,395	+2,395	new
431	Bull Harbor Capital LLC	$429K	2,384	—	no prior
432	TEMA ETFS LLC	$429K	2,381	+7	add
433	Frec Markets, Inc.	$426K	2,368	+2,368	new
434	Polymer Capital Management (US) LLC	$425K	2,360	−978	trim
435	LifePlan Financial, LLC	$417K	2,316	−143	trim
436	Impact Capital Partners LLC	$414K	2,299	−7	trim
437	Laird Norton Wetherby Trust Company, LLC	$409K	2,273	−59	trim
438	Savant Capital, LLC	$403K	2,239	+1,037	add
439	LVW Advisors, LLC	$398K	2,209	−417	trim
440	NewEdge Advisors, LLC	$398K	2,208	+2,208	new
441	Parkside Financial Bank & Trust	$380K	2,110	+67	add
442	NORDEN GROUP LLC	$376K	2,089	+440	add
443	NWF Advisory Services Inc.	$376K	2,087	0	no change
444	PINNACLE ASSOCIATES LTD	$359K	1,992	+1,992	new
445	Pinnacle Wealth Management Advisory Group, LLC	$358K	1,987	+1,987	new
446	Rothschild Wealth LLC	$356K	1,979	+1,979	new
447	BALYASNY ASSET MANAGEMENT L.P.	$356K	1,977	−176,031	trim
448	Caerus Investment Advisors, LLC	$349K	1,937	+1,937	new
449	SAGESPRING WEALTH PARTNERS, LLC	$348K	1,931	−1,054	trim
450	FIRST MANHATTAN CO. LLC.	$347K	1,927	0	no change
451	Meeder Advisory Services, Inc.	$345K	1,914	−51	trim
452	Manchester Capital Management LLC	$343K	1,906	−62	trim
453	Thrive Wealth Management, LLC	$342K	1,897	−1,010	trim
454	TEACHER RETIREMENT SYSTEM OF TEXAS	$331K	1,837	−2,261	trim
455	Compound Planning, Inc.	$321K	1,783	−323	trim
456	Meiji Yasuda Life Insurance Co	$321K	1,780	0	no change
457	WADDELL & ASSOCIATES, LLC	$314K	1,743	+1,743	new
458	Roundview Capital LLC	$310K	1,720	−234	trim
459	nVerses Capital, LLC	$305K	1,694	−118	trim
460	QRG CAPITAL MANAGEMENT, INC.	$304K	1,686	−16,166	trim
461	Aprio Wealth Management, LLC	$303K	1,681	−97	trim
462	Empirical Financial Services, LLC d.b.a. Empirical Wealth Management	$300K	1,665	−552	trim
463	Ironwood Investment Counsel, LLC	$299K	1,658	0	no change
464	INTERNATIONAL ASSETS INVESTMENT MANAGEMENT, LLC	$298K	1,661	−25	trim
465	iSAM Funds (UK) Ltd	$297K	1,650	+1,650	new
466	Storgate, LLC	$295K	1,636	+1,636	new
467	PRELUDE CAPITAL MANAGEMENT, LLC	$294K	1,631	+1,631	new
468	HANCOCK WHITNEY CORP	$293K	1,647	+25	add
469	Bragg Financial Advisors, Inc	$290K	1,613	+1	add
470	BEESE FULMER INVESTMENT MANAGEMENT, INC.	$290K	1,612	+1,612	new
471	VAN ECK ASSOCIATES CORP	$288K	1,600,386	−3,029	trim
472	TCV Trust & Wealth Management, Inc.	$288K	1,600	−300	trim
473	Allegiance Financial Group Advisory Services LLC	$285K	1,582	+1,582	new
474	Steward Partners Investment Advisory, LLC	$284K	1,579	−236	trim
475	Maridea Wealth Management LLC	$281K	1,562	+1,562	new
476	PATTON FUND MANAGEMENT, INC.	$281K	1,560	+518	add
477	Applied Finance Capital Management, LLC	$281K	1,559	+222	add
478	CITIZENS FINANCIAL GROUP INC/RI	$276K	1,533	+1,533	new
479	Sowell Financial Services LLC	$274K	1,520	+5	add
480	GREENLEAF TRUST	$273K	1,517	+49	add
481	Palogic Value Management, L.P.	$273K	1,516	−32	trim
482	IMC-Chicago, LLC	$273K	1,514	+1,514	new
483	Foster Victor Wealth Advisors, LLC	$272K	1,459	0	no change
484	Krilogy Financial LLC	$271K	1,425	+435	add
485	SNS Financial Group, LLC	$271K	1,503	−10	trim
486	BIP Wealth, LLC	$270K	1,500	+230	add
487	VIRGINIA WEALTH MANAGEMENT GROUP, INC.	$270K	1,500	0	no change
488	Arista Wealth Management, LLC	$270K	1,500	0	no change
489	Tower Research Capital LLC (TRC)	$269K	1,496	−3,482	trim
490	GenTrust, LLC	$268K	1,486	+1,486	new
491	PERSONAL CFO SOLUTIONS, LLC	$266K	1,475	+32	add
492	Bryn Mawr Trust Advisors, LLC	$262K	1,455	−68	trim
493	OFI INVEST ASSET MANAGEMENT	$262K	1,676	+859	add
494	Modera Wealth Management, LLC	$260K	1,444	+168	add
495	Founders Financial Alliance, LLC	$259K	1,438	0	no change
496	Advisors Asset Management, Inc.	$257K	1,428	+1,428	new
497	Baker Avenue Asset Management, LP	$256K	1,423	+12	add
498	GATEWAY INVESTMENT ADVISERS LLC	$256K	1,423	+1,423	new
499	NorthRock Partners, LLC	$256K	1,422	+1,422	new
500	Ballentine Partners, LLC	$256K	1,420	−711	trim

Quarter ended 2026-03-31Newest filing in this build: 2026-07-31. Per-row filing dates are on each receipt.

Congress ↔ notable managers · EFX

who in Congress disclosed purchases or sales beside which notable managers added or trimmed

Congress · last 90 days

Buyers: 0 — —
Sellers: 0 — —

filed 2026-06-16 → 2026-09-14 · totals are statutory ranges

Notable managers · quarter ended 2026-03-31

Adding: 2 Gotham Asset Management, Caxton Associates $11.0M held
Trimming: 2 Bridgewater Associates, Moore Capital Management $0 held

new + add vs trim + exit, by shares · $ = reported value now, not the change · EQUIFAX INC

Merged timeline of congressional filings and notable-manager moves on EFX
Date	Who	Change	Size
2026-05-15	Gotham Asset Management 13F	add	+48,280 sh
2026-05-15	Bridgewater Associates 13F	exit	−2,351 sh
2026-05-15	Moore Capital Management 13F	exit	−11,193 sh
2026-05-14	Caxton Associates 13F	new	+6,846 sh

4 newest rows · Congress rows date by filing, 13F rows by quarter end · a 13F row is a quarter-end snapshot, not a trade

11 members of Congress disclosed EFX — the congressional view ↗